HomeMy WebLinkAboutResolution No. 2017-10 RESOLUTION NO. 2017-10
A RESOLUTION OF THE CITY OF CAPE CANAVERAL, BREVARD
COUNTY, FLORIDA; SUPPLEMENTING CITY ORDINANCE NO.
07-2017 ENACTED ON JULY 18, 2017 BY ACCEPTING THE PROPOSAL
OF WHITNEY BANK D/B/A HANCOCK BANK TO PURCHASE THE
CITY'S NOT TO EXCEED $6,200,000 CAPITAL IMPROVEMENT
REVENUE NOTE, SERIES 2017; AUTHORIZING THE ISSUANCE OF
THE 2017 NOTE AND EXECUTION AND DELIVERY OF A LOAN
AGREEMENT WITH SAID BANK TO SECURE THE REPAYMENT OF
THE 2017 NOTE; AUTHORIZING THE PROPER OFFICIALS OF THE
CITY TO TAKE ANY OTHER ACTION DEEMED NECESSARY OR
ADVISABLE IN CONNECTION WITH THE FINALIZATION AND
EXECUTION OF THE LOAN AGREEMENT, THE 2017 NOTE AND THE
SECURITY THEREFOR; AUTHORIZING THE EXECUTION AND
DELIVERY OF OTHER DOCUMENTS IN CONNECTION WITH SAID
LOAN; DESIGNATING THE 2017 NOTE AS "BANK QUALIFIED";
PROVIDING FOR REPEAL OR SUPERSESSION OF PRIOR
INCONSISTENT CITY RESOLUTIONS OR ACTIONS; PROVIDING FOR
SEVERABILITY AND OTHER MATTERS IN REGARD THERETO AND
PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CAPE CANAVERAL,
BREVARD COUNTY, FLORIDA,AS FOLLOWS:
SECTION 1. Authority for this Resolution. This Resolution is adopted pursuant to the
provisions of Chapter 166, Part II, Florida Statutes, the Florida Constitution and other applicable
provisions of law and City Ordinance No. 07-2017 enacted on July 18, 2017 (the "Ordinance").
SECTION 2. Findings. It is hereby ascertained, determined and declared:
(A) The City of Cape Canaveral,Florida(the "City") deems it necessary, desirable and
in the best interests of the City and its residents and it serves a paramount public purpose that the
City issue its Capital Improvement Revenue Note, Series 2017 (the "2017 Note") to acquire and
construct the Project as defined in the Ordinance, all as more particularly described in the
Ordinance and the Loan Agreement (as defined herein).
(B) Pursuant to Section 2(b),Article VIII of the State Constitution,and Section 166.021,
Florida Statutes, municipalities have the governmental, corporate and proprietary powers to enable
them to conduct municipal government,perform municipal functions and render municipal services,
and may exercise any power for municipal purposes, except when expressly prohibited by law. The
issuance by the City of the 2017 Note to acquire and construct the Project and the execution and
delivery of the Loan Agreement to secure the 2017 Note is not prohibited by law.
(C) Based on the present volatility of the market for municipal debt in consultation with
the City's financial advisor, Larson Consulting Services, LLC, it has been determined it is in the
City of Cape Canaveral
Resolution No.2017-10
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best interest of the City to issue the 2017 Note pursuant to the Ordinance, this Resolution and the
Loan Agreement by negotiated sale, allowing the City to issue the 2017 Note at the most
advantageous time, allowing the City to obtain the best interest rate and other terms for the 2017
Note, and accordingly, the City Council of the City hereby finds and determines that it is in the
best financial interest of the City that a negotiated sale of the 2017 Note to Whitney Bank d/b/a
Hancock Bank(the"Bank")on the terms attached hereto and in the Loan Agreement be authorized.
SECTION 3. Authorization of Issuance of 2017 Note. The City hereby authorizes
issuance of the 2017 Note to acquire and construct the Project and to pay costs of issuing the 2017
Note as more particularly described in the Loan Agreement.
SECTION 4. Approval of Form of and Authorization of Loan Agreement and 2017
Note and Execution Loan Agreement and 2017 Note. The repayment of the loan as evidenced
by the 2017 Note shall be pursuant to the terms and provisions of the Ordinance, this Resolution,
the Loan Agreement and the 2017 Note. The City hereby approves the Loan Agreement by and
between the City and the Bank in substantially the form attached hereto as EXHIBIT "A" (the
"Loan Agreement") and the 2017 Note in substantially the form attached to the Loan Agreement
and authorizes the Mayor or the Mayor Pro Tern of the City (collectively, the "Mayor") and the
City Clerk or any deputy or assistant City Clerk of the City (collectively, the "City Clerk") to
execute and deliver on behalf of the City the Loan Agreement and the 2017 Note each with such
changes, insertions and additions as they may approve, their execution thereof being conclusive
evidence of such approval.
SECTION 5. Payment of Debt Service on 2017 Note. Pursuant to the Ordinance and
the Loan Agreement, the 2017 Note will be secured by the Pledged Revenues (as defined in the
Ordinance and the Loan Agreement) on a parity with the City's outstanding Capital Improvement
Revenue Note, Series 2014.
SECTION 6. Authorization of Other Document to Effect Transaction. To the extent
that other documents including but not limited to notices, certificates, opinions or other items are
needed to effect any of the transactions referenced in this Resolution, the Ordinance, the Loan
Agreement,the 2017 Note,and the security therefor,the Mayor,the City Clerk,the City Manager,
the Administrative Services Director, the Finance Director, the City Attorney, Financial Advisor
and Bond Counsel are hereby authorized to execute and deliver such documents, certificates,
opinions or other items and to take such other actions as are necessary for the full, punctual and
complete performance of the covenants, agreements, provisions and other terms as are contained
herein and in the documents included herein by reference.
SECTION 7. Paying Agent and Registrar. The City hereby accepts the duties to serve
as registrar and paying agent for the 2017 Note.
SECTION 8. Limited Obligation. The obligation of the City to repay amounts under the
Loan Agreement and the 2017 Note are limited and special obligations, payable solely from the
sources and in the manner set forth in the Ordinance and the Loan Agreement and shall not be
deemed a pledge of the faith and credit or taxing power of the City.
City of Cape Canaveral
Resolution No.2017-10
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SECTION 9. Designation of 2017 Note as Bank Qualified. The City hereby designates
the 2017 Note as a "qualified tax-exempt obligation" within the meaning of Section 265(6)(3)of
the internal Revenue Code of 1986, as amended (the "Code"). The City does not reasonably
anticipate that the City, any subordinate entities of the City, and issuers of debt that issue "on
behalf of the City,will during the calendar year 2017 issue more than S1 0,000,000 of"tax-exempt"
obligations, exclusive of those obligations described in Section 265(b)(3)(C)(ii) of the Code.
SECTION 10. Repeal of Prior Inconsistent Resolutions and Actions. All prior
resolutions or actions of the City in conflict herewith are hereby superseded and repealed to the
extent of such conflict.
SECTION 11. Effect of Partial InvaUdity. If any one or more provisions of this
Resolution, the Loan Agreement, or the 2017 Note shall for any reason be held to be illegal or
invalid,such illegality or invalidity shall not affect any other provision of this Resolution,the 2017
Note or the Loan Agreement but this Resolution, the Loan Agreement and the 2017 Nate shall be
construed and enforced as if such illegal or invalid provision had not been contained therein. The
2017 Note shall be issued and Loan Agreement shall be executed and this Resolution is adopted
with the intent that the laws of the State of Florida shall govern their construction.
SECTION 12. Effective Date. This Resolution shall take effect immediately upon the
adoption date.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of
the City of Cape Canaveral, Florida, assembled this 18th day, of July, 2017.
Bob Hoog, Mayor
ATTEST:
Name FOR AGAINST
Mike Brown Second
Bob Hoog X
Brendan McMillin Motion
Mia Goforth,CMC, Rocky Randels X
City Clerk Betty Walsh X
Approved as to legal form and sufficiency
for the City of Cape Canaveral only by:
Anthony A. Garganese, City ! ttorney
City of Cape Canaveral
Resolu(ion No. 2017-10
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EXHIBIT "A"
LOAN AGREEMENT
City of Cape Canaveral
Resolution No.2017-10
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Resolution No. 2017-10
Exhibit"A"
LOAN AGREEMENT
Dated July 20,2017
By and Between
CITY OF CAPE CANAVERAL, FLORIDA
and
WHITNEY BANK D/B/A HANCOCK BANK
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Exhibit"A"
TABLE OF CONTENTS
(The Table of Contents for this Loan Agreement is for convenience of reference only and
is not intended to define, limit or describe the scope or intent of any provisions of this Loan
Agreement.)
Page
ARTICLE I DEFINITION OF TERMS ......................................................................................... 1
Section1.01. Definitions....................................................................... ...........................1
Section1.02. Interpretation...............................................................................................4
Section1.03. Titles and Headings.................................................................................. 4
ARTICLE II REPRESENTATIONS AND WARRANTIES OF THE PARTIES......................... 4
Section 2.01. Representations and Warranties of City.................................................4
Section 2.02. Covenants of the City............................................................................... 5
Section2.03. Representations and Warranties of Bank ................................................5
ARTICLEIII THE 2017 NOTE......................................................................................................... 6
Section3.01. Purpose and Use........................................................................................ 6
Section3.02, The 2017 Note..............................................................................................6
Section 3.03. Adjustments to 2017 Note Rate...................................... ........................6
Section 3.04. Conditions Precedent to Issuance of 2017 Note......................................7
Section 3.05. Registration of Transfer; Assignment of Rights of Bank......................... 8
Section 3.06. Ownership of the 2017 Note...................................................................... 9
Section 3.07. Use of Proceeds of 2017 Note Permitted Under Applicable Law......... 9
Section 3.08. Authentication................................................................................................ 9
ARTICLE IV COVENANTS OF THE CITY.................................................................................... 10
Section4.01. Performance of Covenants ........................................................................ 10
Section 4.02. Payment of 2017 Note............................................................................... 10
Section 4.03. Tax Covenant.............................................................................................. 10
Section 4.04. Compliance with Laws and Regulations...................................................10
Section4.05. Additional Debt........................................................................................... .10
Section 4.06. Debt Service Fund...................................................................................... 11
Section 4.07. Covenant Regarding Pledged Revenues................................................. 11
ARTICLE V EVENTS OF DEFAULT AND REMEDIES ............................................................. 11
Section5.01. Events Of Default.......................................................................................... 11
Section5.02. Remedies ..................................................................................................... 12
Section5.03. Remedies Cumulative.................................................................................. 12
Section5.04. Waivers, Etc. ................................................................................................ 12
ARTICLE VI MISCELLANEOUS PROVISIONS ..................................................................... .....12
Section 6.01. Covenants of City, Etc.; Successors..........................................................12
Section6.02. Term of Agreement ..................................................................................... 13
Section 6.Q3. Amendments and Supplements ...............................................................13
Section6.04. Notices.......................................................................................................... 13
Section6.05. Benefits Exclusive........................................................................................ 13
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Section6.06. Severability................................................................................................ 14
Section 6.07. Payments Due on Saturdays, Sundays and Holidays ..........................14
Section6.08. Counterparts .............................................................................................. 14
Section 6.09. Applicable Law ......................................................................................... 14
Section 6.10. No Personal Liability................................................................................. 14
Section 6.11. Incorporation by Reference.......................................................................15
Section 6.12. Waiver of Jury Trial .................................................................................. 15
Exhibit A Form of Note Including Purchaser's Certificate..................................................A-1
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Resolution No. 2017-10
Exhibit"A"
LOAN AGREEMENT
THIS LOAN AGREEMENT (the "Agreement"), made and entered into this 201h day of
July, 2017 by and between the CITY OF CAPE CANAVERAL, FLORIDA (the "City"), a
municipal corporation of the State of Florida, and WHITNEY BANK D/B/A HANCOCK
BANK, a Mississippi state banking corporation authorized to do business in Florida, and its
successors and assigns (the "Bank").
WITNESSETH:
WHEREAS, capitalized terms used in these recitals and not otherwise defined shall have
the meanings specified in Article I of this Agreement;
WHEREAS, the City, pursuant to the provisions of the Florida Constitution, Chapter
166, Florida Statutes, Ordinance No. 07-2017 of the City (the "Ordinance") and other applicable
provisions of law (all of the foregoing, collectively, the "Act"), and Resolution No. 2017-10,
adopted by the City on July 18, 2017 (the "Resolution"), is authorized to borrow money, and
more particularly issue the 2017 Note described below for the City's public purposes; and
WHEREAS, regarding an intended borrowing by the City to construct a City owned and
operated multi-generational center, a cultural arts preservation enrichment center and related
capital improvements (the "Project"), the Bank has agreed to purchase the 2017 Note on the
terms set forth herein.
NOW, THEREFORE, the parties hereto agree as follows:
ARTICLE I
DEFINITION OF TERMS
Section 1.01. Definitions. Capitalized terms used in this Agreement shall have the
respective meanings as follows unless the context clearly requires otherwise:
"Act" shall have the meaning assigned to that term in the recitals hereof.
"Agreement" shall mean this Loan Agreement and all modifications, alterations,
amendments and supplements hereto made in accordance with the provisions hereof.
"Authorized Denominations" shall mean$1,000 and integral multiples thereof.
"Bank" shall mean Whitney Bank d/b/a Hancock Bank, a Mississippi state banking
corporation, and its successors and assigns.
"Bond Counsel" shall mean, Akerman LLP, or any other attorney at law or firm of
attorneys of nationally recognized standing in matters pertaining to the exclusion of interest on
obligations issued by states and political subdivisions from federal income taxation hired by the
City to render an opinion on such matters with regard to the 2017 Note.
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Exhibit"A"
"Business Day" shall mean any day other than a Saturday, a Sunday, or a day on which
the office of the Holder at which payments on the 2017 Note are due or the offices of the City are
lawfully closed.
"City" shall mean the City of Cape Canaveral, Florida, a municipal corporation of the
State of Florida.
"City Clerk" shall mean the City Clerk of the City or any deputy or assistant city clerk of
the City and such other person as may be duly authorized to act on his or her behalf.
"City Manager" shall mean the City Manager of the City and such other person as may be
duly authorized to act on his or her behalf.
"Code" shall mean the Internal Revenue Code of 1986, as amended from time to time,
and the applicable rules and regulations promulgated thereunder.
"Communications Services Taxes" shall mean the taxes on local communications
services levied on the City pursuant to section 202.19(1), Florida Statutes.
"Communications Services Tax Revenues" shall mean all revenues received by the Issuer
from the levy of Communications Services Taxes.
"Debt Service" shall mean principal and interest, and other debt-related costs, due in
connection with the 2017 Note, as applicable.
"Debt Service Fund" shall mean the City of Cape Canaveral Capital Improvement Debt
Service Fund created under Section 4.06 of that loan agreement dated February 26, 2014 by and
between the City and Hancock Bank executed and delivered in connection with the issuance of
the Parity Debt.
"Default Rate" shall mean the 2017 Note Rate plus five percent (5.0%)provided such rate
shall not exceed the highest rate of interest allowed by applicable law.
"Determination of Taxability" shall mean, with respect to the 2017 Note, any
determination, decision or decree by the Commissioner or any District Director of the Internal
Revenue Service, as such officers are identified by the Code, or any court of competent
jurisdiction, that the interest payable under the 2017 Note is includable in federal gross income
(as defined in Section 61 of the Code) of the Holder.
"Event of Default" shall mean an Event of Default as defined in Section 5.01 of this
Agreement.
"Finance Director" shall mean the City's Administrative/Financial Services Director or
such other person as may be duly authorized to act on his or her behalf.
"Financial Advisor" shall mean Larson Consulting Services, LLC, Orlando, Florida or
any other Securities and Exchange Commission and Municipal Securities Rulemaking Board
licensed municipal advisor designated by the City.
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"Fiscal Year" shall mean the 12-month period commencing October 1 of each year and
ending on the succeeding September 30, or such other 12-month period as the City may
designate as its "fiscal year" as permitted by law.
"Franchise Fees" shall mean collectively the franchise fees received by the City pursuant
to that agreement known as "Cape Canaveral Natural Gas Franchise," and the franchise fees
received by the City from Florida Power and Light Company pursuant to a City ordinance
adopted on August 16, 2011.
"Guaranteed Entitlement" shall mean the guaranteed entitlement portion of the state
revenue sharing funds available to the City pursuant to Part II of Chapter 218, Florida Statues.
"Half-Cent Sales Tax" shall mean any and all proceeds of the local government half-cent
sales tax distributed to the City from the Local Government Half-Cent Sales Tax Clearing Trust
Fund, as defined and described in Part VI, Chapter 218, Florida Statues, as amended.
"Holder" and "Noteholder" shall mean the Bank as the initial holder of the 2017 Note and
any subsequent registered holder of the 2017 Note.
"Loan" shall refer to an amount equal to the outstanding principal of the 2017 Note,
together with unpaid interest and penalties, if any, which have accrued.
"Maturity Date" shall mean the date on which all principal and all unpaid interest accrued
on the 2017 Note shall be due and payable in full, which date shall be, if not sooner due to
prepayment, February 1, 2027.
"Parity Debt" shall mean the City's outstanding Capital Improvement Revenue Note,
Series 2014.
"Payment Date" shall mean each February 1 and August 1, commencing February 1,
2018 until the 2017 Note has been paid in full.
"Pledged Revenues" shall mean collectively the Communications Services Tax
Revenues, the Public Services Tax Revenues, the Guaranteed Entitlement, the Half-Cent Sales
Tax, the Franchise Fees and amounts on deposit in the Debt Service Fund.
"Public Services Tax" shall mean such tax as levied and collected by the City pursuant to
the authority of Section 166.231, Florida Statutes.
"Public Services Tax Revenues" shall mean all revenues received by the Issuer from the
levy of the Public Services Tax.
"Resolution" shall mean Resolution No. 2017-10, adopted at a meeting of the City
Council of the City on July 18, 2017, which, among other things, authorized the execution and
delivery of this Agreement and the issuance of the 2017 Note.
"2017 Note" shall mean the City of Cape Canaveral, Florida Capital Improvement
Revenue Note, Series 2017.
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Exhibit"A"
"2017 Note Rate" shall mean the rate of interest to be borne by the 2017 Note, which
shall be a fixed rate equal to 2.05% per annum, calculated on the basis of a 360-day year of 12,
30-day months, subject to adjustment as provided herein and in the 2017 Note.
Section 1.02. Interpretation. Unless the context clearly requires otherwise, words of
masculine gender shall be construed to include correlative words of the feminine and neuter
genders and vice versa, and words of the singular number shall be construed to include
correlative words of the plural number and vice versa. This Agreement and all the terms and
provisions hereof shall be construed to effectuate the purpose set forth herein and to sustain the
validity hereof.
Section 1.03. Titles and Headings. The titles and headings of the Articles and Sections
of this Agreement, which have been inserted for convenience of reference only and are not to be
considered a part hereof, shall not in any way modify or restrict any of the terms and provisions
hereof, and shall not be considered or given any effect in construing this Agreement or any
provision hereof or in ascertaining intent, if any question of intent should arise.
ARTICLE II
REPRESENTATIONS AND WARRANTIES OF THE PARTIES
Section 2.01. Representations and Warranties of City. The City represents and
warrants to the Bank as follows:
(a) Existence. The City is a municipal corporation of the State of Florida, duly
created and validly existing under the laws of the State of Florida, with full power to enter into
this Agreement, to perform its obligations hereunder and to issue and deliver the 2017 Note to
the Bank. The making, execution and performance of this Agreement on the part of the City and
the issuance and delivery of the 2017 Note has been duly authorized by all necessary action on
the part of the City and will not violate or conflict with the Act, the City Charter, or any
agreement, indenture or other instrument by which the City or any of its material properties is
bound.
(b) Validity, Etc, This Agreement, the 2017 Note, the Ordinance and the Resolution
are valid and binding obligations of the City enforceable against the City in accordance with
their respective terms, except to the extent that enforceability may be subject to valid bankruptcy,
insolvency, reorganization, moratorium or similar laws relating to or from time to time affecting
the enforcement of creditors' rights and except to the extent that the availability of certain
remedies may be precluded by general principles of equity.
(c) No Financial Material Adverse Change. No material adverse change in the
financial condition of the City or the Pledged Revenues has occurred since the audited financial
statements of the City for its year ended September 30, 2016.
(d) Powers of City. The City has the legal power and authority to pledge the Pledged
Revenues to the repayment of the 2017 Note as described herein and in the Ordinance and none
of the Pledged Revenues are pledged to any other obligations of the City other than the Parity
Debt to which all of the Pledged Revenues are pledged.
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(e) Authorizations, etc. No authorization, consent, waiver, approval, license,
exemption of or registration or filing with any court or governmental department, council, board,
bureau, agency or instrumentality, domestic or foreign, has been or will be necessary for the
valid execution, delivery and performance by the City of this Agreement, the 2017 Note and the
related documents, except such as have been obtained, given or accomplished.
(f) Advice. The City has sought and obtained financial, legal, tax, accounting and
other advice (including as it relates to structure, timing, terms and similar matters) with respect
to the proposed issuance of the 2017 Note from its financial, legal and other advisors (and not the
Bank or any of its affiliates) to the extent that the City desired to obtain such advice. The City
acknowledges that neither the Bank nor any of its affiliates shall act as a fiduciary for the City or
in the capacity of broker, dealer, municipal securities underwriter or municipal advisor with
respect to the proposed issuance of the 2017 Note and neither the Bank nor any of its affiliates
has provided, and will not provide, financial, legal, tax, accounting or other advice to or on
behalf of the City with respect to the proposed issuance of the 2017 Note.
Section 2.02. Covenants of the City. The City covenants as follows:
At no costs to the Holder, the City will furnish to the Holder (i) within 210 days
following the end of each Fiscal Year, a comprehensive annual financial report of the City for
such Fiscal Year prepared in accordance with generally accepted accounting standards, which
shall include a balance sheet and income statement as of the end of such Fiscal Year, and an
audit report of an independent certified public accountant or firm thereof, (ii) any other financial
information, including but not limited to the City's annual budget, which the Holder may
reasonably request.
Section 2.03. Representations and Warranties of Bank. The Bank represents and
warrants to the City as follows:
(a) Existence. The Bank is a Mississippi state banking corporation, authorized to do
business in the State of Florida, with full power to enter into this Agreement, to perform its
obligations hereunder and to make the Loan. The performance of this Agreement on the part of
the Bank and the making of the Loan have been duly authorized by all necessary action on the
part of the Bank and will not violate or conflict with applicable law or any material agreement,
indenture or other instrument by which the Bank or any of its material properties is bound.
(b) Validity. This Agreement is a valid and binding obligation of the Bank
enforceable against the Bank in accordance with its terms, except to the extent that enforceability
may be subject to valid bankruptcy, insolvency, financial emergency, reorganization, moratorium
or similar laws relating to or from time to time affecting the enforcement of creditors' rights (and
specifically creditors' rights as the same relate to banks) and except to the extent that the
availability of certain remedies may be precluded by general principles of equity.
(c) Knowledge and Experience. The Bank (i) has such knowledge and experience in
financial and business matters that it is capable of evaluating the merits and risks of making the
Loan and purchasing in the 2017 Note, (ii) has received and reviewed such financial information
concerning the Pledged Revenues as it has needed in order to fairly evaluate the merits and risks
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of making the Loan and purchasing in the 2017 Note; and (iii) is purchasing the 2017 Note as an
investment for its own account and not with a current view toward resale to the public.
ARTICLE III
THE 2017 NOTE
Section 3.01. Purpose and Use. On the date of this Agreement, the Bank shall fund to
the City the Loan in the principal amount of Six Million Two Hundred Thousand Dollars
($6,200,000). The Loan will be evidenced by the 2017 Note. The proceeds of the 2017 Note
shall be used solely to construct the Project and to pay costs of issuing the 2017 Note.
Section 3.02. The 2017 Note. The 2017 Note shall be substantially in the form set forth
as Exhibit A to this Agreement. The general terms of the 2017 Note shall be as follows:
(a) Amount of 2017 Note. The aggregate principal amount of the 2017 Note shall be
Six Million Two Hundred Thousand Dollars ($6,200,000).
(b) Interest. The 2017 Note shall bear interest at the 2017 Note Rate payable on each
Payment Date. The 2017 Note Rate shall be subject to adjustment as provided in Sections 3.03
and 5.02 hereof. The Holder shall promptly notify the City in writing of any adjustments in a
2017 Note Rate. Notwithstanding any provision hereof the contrary, in no event shall the
interest rate on the 2017 Note exceed the maximum rate permitted by law. Interest on the 2017
Note shall be computed on the basis of 12, 30-day months and a 360-day year.
(c) Prepayments and Principal Pam. The 2017 Note shall be subject to
prepayment at the option of the City, without any prepayment penalty or fee as provided in the
Note. Any prepayment shall be made on such date as shall be specified by the City in a written
notice delivered to the Holder not less than ten (10) days prior to the specified prepayment date.
Any prepayment shall be applied first to accrued interest, then to other amounts owed the
Holder, and finally to principal in inverse order of maturity in Authorized Denominations.
Principal on the 2017 Note is payable on each February 1 commencing February 1, 2018
as set forth in the 2017 Note.
Section 3.03. Adjustments to 2017 Note Rate. The 2017 Note Rate shall be subject to
adjustment by the Bank as hereinafter described and as provided in the 2017 Note.
In the event of a Determination of Taxability, the 2017 Note Rate shall be adjusted to
cause the yield on the 2017 Note to equal what the yield on the 2017 Note would have been
absent such Determination of Taxability (the "Taxable Rate") effective retroactively to the date
on which interest on the 2017 Note is determined to be included in gross income for federal
income tax purposes. Immediately upon notification to the City of a Determination of
Taxability, the City agrees to pay to the Noteholder subject to such Determination of Taxability
the Additional Amount (as defined herein). "Additional Amount" means (i) the difference
between (a) interest on the 2017 Note for the period commencing on the date on which the
interest on the 2017 Note (or portion thereof) is included in gross income for federal income tax
purposes and ending on the earlier of the date the 2017 Note ceased to be outstanding or such
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adjustment is no longer applicable to the 2017 Note (the "Taxable Period") at a rate equal to the
Taxable Rate and (b) the aggregate amount of interest paid on the 2017 Note for the Taxable
Period under the provisions of the 2017 Note without considering the Determination of
Taxability, plus (ii) any penalties and interest paid or payable by the Noteholder to the Internal
Revenue Service by reason of such Determination of Taxability.
If the 2017 Note ceases to be a "qualified tax-exempt obligation" under Section 265(b)(3)
of the Code then the 2017 Note Rate shall be adjusted to cause the yield on the 2017 Note to
equal what the yield on the 2017 Note would have been in the absence of such change or
amendment in the tax laws or regulations or other cause.
The Holder shall promptly notify the City in writing of any adjustments pursuant hereto.
Such adjustments shall become effective as of the effective date of the event causing such
adjustment. Adjustments pursuant hereto may be retroactive. The Holder shall certify to the
City in writing the additional amount, if any, due to the Holder as a result of an adjustment
pursuant hereto. Notwithstanding any provision here to the contrary, in no event shall the
interest rate on the 2017 Note exceed the maximum rate permitted by law.
Section 3.04. Conditions Precedent to Issuance of 2017 Note. Prior to or
simultaneously with the delivery of the 2017 Note, there shall be delivered to the Bank the
following, each in form and substance reasonably acceptable to the Bank:
(a) an opinion of legal counsel to the City substantially to the effect that (i) the
Resolution and Ordinance have been duly adopted and enacted, respectively, and this Agreement
and the 2017 Note have been duly authorized, executed and delivered by the City and each
constitutes a valid, binding and enforceable agreement of the City in accordance with their
respective 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 affecting creditors' rights
generally or by usual equity principles; (ii)the City's execution, delivery and performance of this
Agreement and execution and issuance of the 2017 Note are not subject to any authorization,
consent, waiver, approval or review of any governmental body, public officer or regulatory
authority not heretofore obtained or effected; (iii) the execution, issuance and delivery of the
2017 Note has been duly and validly authorized by the City, and the 2017 Note constitutes a
valid and binding special obligation of the City enforceable in accordance with its terms; (iv) the
City (A) is a municipal corporation duly organized and validly existing under the laws of the
State of Florida, and (B) has power and authority to adopt the Resolution and enact the
Ordinance, to execute and deliver this Agreement, to execute and deliver the 2017 Note, and to
consummate the transactions contemplated by such instruments; (v) the execution, delivery and
performance of the 2017 Note and this Agreement, and compliance with the terms thereof and
hereof, under the circumstances contemplated hereby, do not and will not in any material respect
conflict with, or constitute on the part of the City a breach or default under, any indenture,
mortgage, deed of trust, agreement or other instrument to which the City or to which its
properties are subject or conflict with, violate or result in a breach of any existing law,
administrative rule or regulation,judgment, court order or consent decree to which the City or its
properties are subject; (vi) there is no claim, action, suit, proceeding, inquiry, investigation,
litigation or other proceeding, at law or in equity, pending or to the best of such counsel's
knowledge, threatened, in any court or other tribunal, state or federal (A) restraining or
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enjoining, or seeking to restrain or enjoin, the issuance, sale, execution or delivery of the 2017
Note, (B) in any way questioning or affecting the validity or enforceability of any provision of
this Agreement, the 2017 Note, the Resolution or the Ordinance, (C) in any way questioning or
affecting the validity of any of the proceedings or authority for the authorization, sale, execution
or delivery of the 2017 Note, or of any provision made or authorized for the payment thereof, or
(D) questioning or affecting the organization or existence of the City or the right of any of its
officers to their respective offices; (vii) the City has the legal authority to construct the Project,
to grant a lien on the Pledged Revenues as described herein and in the Ordinance; and (viii) all
conditions contained in the ordinances and resolutions of the City precedent to the issuance of
the 2017 Note have been complied with;
(b) an opinion of Bond Counsel (who may rely on opinion of legal counsel to the
City), substantially to such effect that such counsel is of the opinion that: (i) this Agreement
constitutes a valid and binding obligation of the City enforceable upon the City in accordance
with its terms; (ii) the 2017 Note is a valid and binding special obligation of the City enforceable
in accordance with its terms, payable solely from the sources provided therefor in this
Agreement and the Ordinance; (iii) assuming compliance by the City with certain covenants
relating to requirements contained in the Code interest on the 2017 Note is excluded from gross
income for purposes of federal income taxation; (iv)the 2017 Note is a "qualified tax-exempt
obligation" within the meaning of Section 265(b)(3) of the Code; and (v) the 2017 Note is
exempt from registration under the Securities Act of 1993, as amended, and the Resolution, the
Ordinance and this Agreement are exempt from qualification under the Trust Indenture Act of
1939, as amended;
(c) a copy of a completed and executed Form 8038-G to be filed with the Internal
Revenue Service by the City;
(d) the original executed 2017 Note and Agreement;
(e) copies of the Ordinance and Resolution; and
(f) such other documents as the Bank reasonably may request (including, without
limitation, Florida Division of Bond Finance forms).
When the documents and items mentioned in clauses (a) through (f), inclusive, of this
Section shall have been delivered to the Bank, and when the 2017 Note shall have been executed
as required by this Agreement, the City shall deliver the 2017 Note to or upon the order of the
Bank upon receipt of the purchase price therefor.
Section 3.05. Registration of Transfer; Assignment of Rights of Bank. The City as
the registrar shall keep at the office of the City Clerk in the City's records the registration of the
2017 Note and the registration of transfers of the 2017 Note as provided in this Agreement. The
transfer of the 2017 Note may be registered only upon the books kept for the registration of the
2017 Note and registration of transfer thereof upon surrender thereof to the City as registrar
together with an assignment duly executed by the Holder or its attorney or legal representative in
the form of the assignment set forth on the form of the 2017 Note attached as Exhibit A to this
Agreement; provided, however, that such 2017 Note may be transferred only in whole and not in
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part. In the case of any such registration of transfer, the City shall execute and deliver in
exchange for the 2017 Note a new 2017 Note registered in the name of the transferee. In all
cases in which a 2017 Note shall be transferred hereunder, the City shall execute and deliver at
the earliest practicable time a new 2017 Note in accordance with the provisions of this
Agreement. The City may make a charge for every such registration of transfer of a 2017 Note
sufficient to reimburse it for any tax or other governmental charges required to be paid with
respect to such registration of transfer, but no other charge shall be made for registering the
transfer hereinabove granted. The 2017 Note shall be issued in fully registered form and shall be
payable in any lawful coin or currency of the United States.
The registration of transfer of a 2017 Note on the registration books of the City shall be
deemed to effect a transfer of the rights and obligations of the Bank under this Agreement to the
transferee. Thereafter, such transferee shall be deemed to be the Bank under this Agreement and
shall be bound by all provisions of this Agreement that are binding upon the Bank. The City and
the transferor shall execute and record such instruments and take such other actions as the City
and such transferee may reasonably request in order to confirm that such transferee has
succeeded to the capacity of Bank under this Agreement and the 2017 Note.
No transfer shall be permitted absent the City's receipt of a certificate in form and
substance similar to the one included as part of Exhibit A hereto from such proposed transferee.
Every prior Holder of a 2017 Note shall be deemed to have waived and renounced all of such
owner's equities or rights therein in favor of every bona fide purchaser, and every such bona fide
purchaser shall acquire absolute title thereto and to all rights represented thereby.
In the event any 2017 Note is mutilated, lost, stolen, or destroyed,the City shall execute a
new 2017 Note of like date and denomination as that mutilated, lost, stolen or destroyed,
provided that, in the case of any mutilated 2017 Note, such mutilated 2017 Note shall first be
surrendered to the City, and in the case of any lost, stolen, or destroyed 2017 Note, there first
shall be furnished to the City evidence of such loss, theft or destruction together with an
indemnity satisfactory to it.
Section 3.06. Ownership of the 2017 Note. The person in whose name the 2017 Note
is registered shall be deemed and regarded as the absolute owner thereof for all purposes, and
payment of or on account of the 2017 Note shall be made only to the Holder thereof or such
owner's legal representative. All such payments shall be valid and effectual to satisfy and
discharge the liability upon the 2017 Note, and interest thereon, to the extent of the sum or sums
so paid.
Section 3.07. Use of Proceeds of 2017 Note Permitted Under Applicable Law. The
City represents, warrants and covenants that the proceeds of the 2017 Note will be used as
provided in Section 3.01 hereof, and that such use is permitted by applicable law.
Section 3.08. Authentication. Until the 2017 Note shall have endorsed thereon a
certificate of authentication substantially in the form set forth in Exhibit A, duly executed by the
manual signature of the City Clerk as registrar, it shall not be entitled to any benefit or security
under this Agreement. The 2017 Note shall not be valid or obligatory for any purpose unless and
until such certificate of authentication shall have been duly executed by the registrar, and such
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certificate of the registrar upon the 2017 Note shall be conclusive evidence that such the Note
has been duly authenticated and delivered under this Loan Agreement.
ARTICLE IV
COVENANTS OF THE CITY
Section 4.01. Performance of Covenants. The City covenants that it will perform
faithfully at all times its covenants, undertakings and agreements contained in this Agreement
and the 2017 Note and in any proceedings of the City relating to the Loan provided that any
payments due hereunder shall be paid solely from Pledged Revenues.
Section 4.02. Payment of 2017 Note.
(a) The City does hereby irrevocably pledge the Pledged Revenues as security for the
repayment of the 2017 Note.
(b) The 2017 Note is a special obligation of the City secured solely by a prior lien
upon the Pledged Revenues and payable from the Pledged Revenues as provided in the
Ordinance and this Agreement. The 2017 Note will be payable on a parity and rank equally as to
lien on and source and security for payment from the Pledged Revenues, and in all other
respects, with the Parity Debt. The 2017 Note will not constitute a general debt, liability or
obligation of the City or the State of Florida or any political subdivision thereof within the
meaning of any constitutional or statutory limitation. Neither the faith and credit nor the taxing
power of the City or of the State of Florida or any political subdivision thereof is pledged to the
payment of the principal of or interest on the 2017 Note and the Holder shall never have the right
to compel any exercise of any ad valorem taxing power of the City or of the State of Florida or
any political subdivision thereof, directly or indirectly to enforce such payment. The 2017 Note
shall not constitute a lien upon any property of the City except upon the Pledged Revenues.
Section 4.03. Tax Covenant. The City covenants to the Holder that the City will not
make any use of the proceeds of the 2017 Note at any time during the term of such Note which,
if such use had been reasonably expected on the date the 2017 Note was issued, would have
caused such Note to be an "arbitrage bond" within the meaning of the Code. The City will do all
acts including complying with the requirements of the Code and any valid and applicable rules
and regulations promulgated thereunder necessary to insure the exclusion of interest on the 2017
Note from the gross income of the Holder thereof for purposes of federal income taxation.
Section 4.04. Compliance with Laws and Regulations. The City shall maintain
compliance with all federal, state and local laws and regulations applicable to the construction
and improvements of the Project and the Loan.
Section 4.05. Additional Debt. As long as the 2017 Note is outstanding, the City (a)
shall not issue any debt payable from or enjoying a lien upon any of the Pledged Revenues
ranking prior and superior to the lien created by the Ordinance and this Agreement for the benefit
of the 2017 Note and (b) shall not issue any debt payable from any of the Pledged Revenues on a
parity with the Parity Debt or the 2017 Note unless there shall have been obtained and filed with
the City and the Holder of the 2017 Note a certificate of the City's Finance Director (i) setting
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forth the amount of Pledged Revenues for the Fiscal Year immediately preceding the issuance of
such additional debt; (ii) stating that such Pledged Revenues equal at least 1.50 times the
maximum debt service for all outstanding debt secured by and payable from a first lien on such
Pledged Revenues and such additional proposed debt; and (iii) stating either that no Event of
Default has occurred or if such Event of Default has occurred that it shall have been cured. For
purposes of such calculation if the interest rate on the proposed additional debt will be a variable
interest rate, the rate for purposes hereof shall be calculated at the initial rate.
Section 4.06. Debt Service Fund, Commencing August 25, 2017 and no later than the
25th day of each month thereafter the City shall deposit to the Debt Service Fund an amount
equal to at least one-sixth (1/6th) of the interest coming due on the 2017 Note on the next
Payment Date and an amount equal to at least one-twelfth (1/12) of the principal amount coming
due on the 2017 Note on the next February 1. The City shall adjust the amount of any deposit to
the Debt Service Fund so as to provide sufficient moneys therein to pay the amounts due on any
Payment Date. Amounts on deposit in the Debt Service Fund shall be used solely for making
payments on the 2017 Note and the Parity Debt. Deposits of Pledged Revenues to the Debt
Service Fund for the 2017 Note shall be made pro rata with all deposits of Pledged Revenues
made to the Debt Service Fund for the Parity Debt and the Debt Service Fund shall continue to
be held by the Bank for as long as the 2017 Note remains outstanding.
Section 4.07. Covenant Regarding Pledged Revenues. As long as the 2017 Note is
outstanding the City covenants to (i) take all steps, actions, and proceedings necessary for the
enforcement and collection of the Pledged Revenues, (ii) not to repeal the actions of the City
authorizing the receipt of the Pledged Revenues, and (iii) not to amend or modify its proceedings
in any manner which would impair or adversely affect the power of the City to receive any of the
Pledged Revenues or adversely affect in any manner the pledge of the Pledged Revenues or the
rights of the Holder.
ARTICLE V
EVENTS OF DEFAULT AND REMEDIES
Section 5.01. Events Of Default. The following events shall each constitute an "Event
of Default:"
(a) The City defaults in the payment of the principal of or interest on the 2017 Note
when due.
(b) There shall occur the dissolution or liquidation of the City, or the filing by the
City of a voluntary petition in bankruptcy, or the commission by the City of any act of
bankruptcy, or adjudication of the City as a bankrupt, or assignment by the City for the benefit of
its creditors, or appointment of a receiver for the City, or the entry by the City into an agreement
of composition with its creditors, or the approval by a court of competent jurisdiction of a
petition applicable to the City in any proceeding for its reorganization instituted under the
provisions of the Federal Bankruptcy Act, as amended, or under any similar act in any
jurisdiction which may now be in effect or hereafter enacted.
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(c) The City shall default in the due and punctual performance of any other of the
covenants, conditions, agreements and provisions contained in the 2017 Note or in this
Agreement on the part of the City to be performed, and such default shall continue for a period
of thirty days after written notice of such default shall have been received from the Holder of the
2017 Note. Notwithstanding the foregoing, the City shall not be deemed in default hereunder if
such default can be cured within a reasonable period of time and if the City in good faith
institutes curative action and diligently pursues such action until the default has been corrected.
The City shall notify the Holder of any Event of Default within 2 days of discovery
thereof.
Section 5.02. Remedies. A Holder of the 2017 Note or any trustee or receiver acting for
such Holder may either at law or in equity, by suit, action, mandamus or other proceedings in
any court of competent jurisdiction, protect and enforce any and all rights under the laws of the
State, or granted and contained in this Agreement, and may enforce and compel the performance
of all duties required by this Agreement or by any applicable statutes to be performed by the City
or by any officer thereof. Only if any debt payable from the Pledged Revenues on parity with
the 2017 Note is accelerated shall the Holder shall have the right to declare the 2017 Note
immediately due and payable. The City shall pay the Holder the reasonable fees and costs
incurred by the Holder and its agents in pursuing such remedies.
In addition, any amount due hereunder or under the 2017 Note not paid when due shall
bear interest at the Default Rate from and after five (5) days after the date due.
Section 5.03. Remedies Cumulative. No remedy herein conferred upon or reserved to
the Holder is intended to be exclusive of any other remedy or remedies, and each and every such
remedy shall be cumulative, and shall be in addition to every other remedy given hereunder.
Section 5.04. Waivers, Etc. No delay or omission of the Noteholder to exercise any
right or power accruing upon any default shall impair any such right or power or shall be
construed to be a waiver of any such default or any acquiescence therein; and every power and
remedy given by this Agreement to the Noteholder may be exercised from time to time and as
often as may be deemed expedient.
The Noteholder may waive any default which in its opinion shall have been remedied
before the entry of final judgment or decree in any suit, action or proceeding instituted by it
under the provisions of this Agreement or before the completion of the enforcement of any other
remedy under this Agreement, but no such waiver shall be effective unless in writing and no
such waiver shall extend to or affect any other existing or any subsequent default or defaults or
impair any rights or remedies consequent thereon.
ARTICLE VI
MISCELLANEOUS PROVISIONS
Section 6.01. Covenants of City, Etc.; Successors. All of the covenants, stipulations,
obligations and agreements contained in this Agreement shall be deemed to be covenants,
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stipulations, obligations and agreements of the City to the full extent authorized or permitted by
law, and all such covenants, stipulations, obligations and agreements shall be binding upon the
successor or successors thereof from time to time, and upon any officer, board, council,
authority, agency or instrumentality to whom or to which any power or duty affecting such
covenants, stipulations, obligations and agreements shall be transferred by or in accordance with
law.
Section 6.02. Term of Agreement. This Agreement shall be in full force and effect
from the date hereof until the 2017 Note and all other sums payable to the Holder hereunder have
been paid in full.
Section 6.03. Amendments and Supplements. This Agreement may be amended or
supplemented from time to time only by a writing duly executed by each of the City and the
Holder.
Section 6.04. Notices. Any notice, demand, direction, request or other instrument
authorized or required by this Agreement to be given to or filed with the City or the Bank, shall
be deemed to have been sufficiently given or filed for all purposes of this Agreement if and
when sent by certified mail, return receipt requested:
(a) As to the City:
City of Cape Canaveral, Florida
P.O. Box 326
Cape Canaveral, Florida 32920
Attention: City Manager
(b) With a copy to:
Anthony Garganese, Esq.
111 N. Orange Avenue, Suite 2000
Orlando, Florida 32802
(c) As to the Bank:
Whitney Bank d/b/a Hancock Bank
113 Designer Circle
Dothan, Alabama 36303
Attention: Steven E. Cole
or at such other address as shall be furnished in writing by any such party to the other, and shall
be deemed to have been given as of the date so delivered or deposited in the United States mail.
Either party may, by notice sent to the other, designate a different or additional address to which
notices under this Agreement are to be sent.
Section 6.05. Benefits Exclusive. Except as herein otherwise provided, nothing in this
Agreement, expressed or implied, is intended or shall be construed to confer upon any person,
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firm or corporation, other than the City and the Holder, any right, remedy or claim, legal or
equitable, under or by reason of this Agreement or any provision hereof, this Agreement and all
of its provisions being intended to be and being for the sole and exclusive benefit of the City and
the Holder.
Section 6.06. Severability. In case any one or more of the provisions of this
Agreement, any amendment or supplement hereto or of the 2017 Note shall for any reason be
held to be illegal or invalid, such illegality or invalidity shall not affect any other provision of
this Agreement, any amendment or supplement hereto or the 2017 Note, but this Agreement, any
amendment or supplement hereto and the 2017 Note shall be construed and enforced at the time
as if such illegal or invalid provisions had not been contained therein, nor shall such illegality or
invalidity or any application thereof affect any legal and valid application thereof from time to
time. In case any covenant, stipulation, obligation or agreement contained in the 2017 Note or in
this Agreement shall for any reason be held to be in violation of law, then such covenant,
stipulation, obligation, or agreement shall be deemed to be the covenant, stipulation, obligation
or agreement of the City to the full extent from time to time permitted by law.
Section 6.07. Payments Due on Saturdays, Sundays and Holidays. In any case where
the date of maturity of interest on or principal of the 2017 Note or the date fixed for prepayment
of the 2017 Note shall be other than a Business Day, then payment of such interest or principal
shall be made on the next succeeding Business Day with the same force and effect as if paid on
the date of maturity or the date fixed for prepayment, and no interest on any such principal
amount shall accrue for the period after such date of maturity or such date fixed for prepayment.
Section 6.08. Counterparts. This Agreement may be executed in any number of
counterparts, each of which when so executed and delivered, shall be an original; but such
counterparts shall together constitute but one and the same Agreement, and, in making proof of
this Agreement, it shall not be necessary to produce or account for more than one such
counterpart.
Section 6.09. Applicable Law. This Agreement shall be governed exclusively by and
construed in accordance with the applicable laws of the State of Florida.
Section 6.10. No Personal Liability. Notwithstanding anything to the contrary
contained herein or in the 2017 Note, or in any other instrument or document executed by or on
behalf of the City in connection herewith, no stipulation, covenant, agreement or obligation of
any present or future member of the City Council of the City, officer, employee or agent of the
City, officer, employee or agent of a successor to the City, in any such person's individual
capacity, shall cause such person to be liable personally for any breach or non-observance of or
for any failure to perform, fulfill or comply with any such stipulations, covenants, agreements or
obligations, nor shall any recourse be had for the payment of the principal of or interest on the
2017 Note or for any claim based thereon or on any such stipulation, covenant, agreement or
obligation, against any such person, in his or her individual capacity, either directly or through
the City or any successor to the City, under any rule or law or equity, statute or constitution or by
the enforcement of any assessment or penalty or otherwise and all such liability of any such
person, in his or her individual capacity, is hereby expressly waived and released.
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Section 6.11. Incorporation by Reference. All of the terms and obligations of the
Ordinance and the Resolution are hereby incorporated herein by reference as if all of the
foregoing were fully set forth in this Agreement. All recitals appearing at the beginning of this
Agreement are hereby incorporated herein by reference.
Section 6.12. Waiver of Jury Trial. THE BANK AND THE CITY HEREBY
KNOWINGLY, VOLUNTARILY AND INTENTIONALLY WAIVE THE RIGHT EITHER
MAY HAVE TO A TRIAL BY JURY IN RESPECT TO ANY LITIGATION BASED
HEREON, OR ARISING OUT OF, UNDER OR IN CONNECTION WITH THE
RESOLUTION, THIS AGREEMENT, THE 2017 NOTE OR ANY OTHER AGREEMENT
CONTEMPLATED TO BE EXECUTED IN CONJUNCTION HEREWITH, OR ANY
COURSE OF CONDUCT, COURSE OF DEALING, STATEMENTS (WHETHER VERBAL
OR WRITTEN), OR ACTIONS OF EITHER PARTY.
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Exhibit"A"
[Signature Page for LOANAGREEMENT
dated as of July 20, 2017 between
City of Cape Canaveral, FL and Whitney Bank d1b/a Hancock Bank]
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be duly
executed as of the date first set forth herein.
CITY OF CAPE CANAVERAL,FLORIDA
By:
ATTEST: Mayor
City Clerk
WHITNEY BANK D/B/A HANCOCK
BANK
By:
Name: Steven E. Cole
Title: Senior Vice President
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EXHIBIT A
FORM OF NOTE
PRIOR TO BECOMING A HOLDER, A PROPOSED PURCHASER SHALL
EXECUTE A PURCHASER'S CERTIFICATE IN THE FORM ATTACHED HERETO
CERTIFYING, AMONG OTHER THINGS, THAT SUCH HOLDER IS A "QUALIFIED
INSTITUTIONAL BUYER" AS SUCH TERM IS DEFINED IN THE SECURITIES ACT OF
1933, AS AMENDED, AND RULE 144a THEREUNDER.
CITY OF CAPE CANAVERAL, FLORIDA
CAPITAL IMPROVEMENT REVENUE NOTE,
SERIES 2017
Principal Sum Maturity Date Note Rate Date of Issuance
$6,200,000 February 1, 2027 2.05% July 20, 2017
The CITY OF CAPE CANAVERAL, FLORIDA (the "City"), for value received, hereby
promises to pay, solely from the sources described in the within mentioned Agreement, to the
order of WHITNEY BANK D/B/A HANCOCK BANK, a Mississippi state banking corporation,
or its assigns (the "Holder"), the Principal Sum, such principal to be paid in installments on each
February 1 in the amounts set forth on Exhibit "A" hereto, with all unpaid principal and interest
due in full on the above referenced Maturity Date, and to pay interest on the outstanding
principal amount hereof from the most recent date to which interest has been paid or provided
for, or if no interest has been paid, from the Date of Issuance shown above, on February 1 and
August 1 of each year (each, a "Payment Date"), commencing on February 1, 2018, until
payment of said principal sum has been made or provided for, at the above referenced Note Rate,
subject to adjustment as described herein, calculated on the basis of 12, 30-day months and a
360-day year. Payments due hereunder shall be payable in any coin or currency of the United
States of America which, at the time of payment, is legal tender for the payment of public and
private debts, which payments shall be made to the Holder hereof by check mailed to the Holder
at the address designated in writing by the Holder for purposes of payment or by bank wire or
bank transfer as such Holder may specify in writing to the City or otherwise as the City and the
Holder may agree.
The Note Rate shall be adjusted in accordance with Sections 3.03 and 5.02 of that certain
Loan Agreement by and between the Holder and the City, dated July 20, 2017, as amended and
supplemented from time to time (the "Agreement'). Such adjustments may be retroactive.
This 2017 Note is issued for the purpose of providing the City funds to construct various
capital improvements including a multi-generational center, cultural arts preservation enrichment
center and related capital improvements under the authority of and in full compliance with the
Constitution and Statutes of the State of Florida, including particularly Chapter 166, Florida
Statutes, Ordinance No 07-2017 of the City and other applicable provisions of law, and
Resolution No. 2017-10, adopted by the City Council of the City on July 18, 2017, and the
Agreement.
Exhibit A-1
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This 2017 Note is a limited, special obligation of the City, payable from and secured
solely by a lien upon and pledge of the Pledged Revenues, as defined and described and in the
manner provided in the Agreement.
All capitalized terms not otherwise defined herein shall have the meanings ascribed to
such terms in the Agreement.
This 2017 Note may be prepaid by the City in whole, but not in part, on any date as
provided in the Agreement from any legally available monies at a prepayment price of 100% of
the principal amount to be redeemed without any prepayment penalty or fee, plus accrued
interest to the prepayment date. This 2017 Note may be prepaid in part on any February 1 as
provided in the Agreement from any legally available monies at a prepayment price of 100% of
the principal amount to be redeemed, without any prepayment penalty or fee plus accrued
interest to the prepayment date in Authorized Denominations. Any prepayments shall be applied
as provided in Section 3.02(c) of the Agreement.
Notice having been given as provided in the Agreement, the principal amount to be
prepaid shall become due and payable on the prepayment date stated in such notice, together
with interest accrued and unpaid to the prepayment date on such principal amount; and the
amount of principal and interest then due and payable shall be paid upon presentation and
surrender and exchange (if prepayment is part) of this 2017 Note to the office of the Registrar.
If, on the prepayment date, funds for the payment of the principal amount, together with interest
to the prepayment date on such principal amount, shall have been given to the Holder, as above
provided, then from and after the prepayment date interest on such principal amount of this 2017
Note shall cease to accrue.
Notwithstanding any provision in this 2017 Note to the contrary, in no event shall the
interest contracted for, charged or received in connection with this 2017 Note (including any
other costs or considerations that constitute interest under the laws of the State of Florida which
are contracted for, charged or received) exceed the maximum rate of nonusurious interest
allowed under the State of Florida as presently in effect and to the extent an increase is allowable
by such laws, but in no event shall any amount ever be paid or payable by the City greater than
the amount contracted for herein. In the event the maturity of this 2017 Note is prepaid in
accordance with the provisions hereof, the Agreement or the Resolution, then such amounts that
constitute payments of interest, together with any costs or considerations which constitute
interest under the laws of the State of Florida, may never exceed an amount which would result
in payment of interest at a rate in excess of that permitted by Section 215.84(3), Florida Statutes,
as presently in effect and to the extent an increase is allowable by such laws; and excess interest,
if any, shall be cancelled automatically as of the date of such prepayment, or, if theretofore paid,
shall be credited on the principal amount of this 2017 Note unpaid, but such crediting shall not
cure or waive any default under the Agreement or Resolution.
THIS 2017 NOTE SHALL NOT BE OR CONSTITUTE AN INDEBTEDNESS OF THE
CITY OR THE STATE OF FLORIDA (THE "STATE"), WITHIN THE MEANING OF ANY
CONSTITUTIONAL, STATUTORY OR CHARTER LIMITATIONS OF INDEBTEDNESS,
BUT SHALL BE PAYABLE SOLELY FROM THE PLEDGED REVENUES, AS PROVIDED
IN THE AGREEMENT AND THE ORDINANCE. THE HOLDER SHALL NEVER HAVE
Exhibit A-2
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THE RIGHT TO COMPEL THE EXERCISE OF THE AD VALOREM TAXING POWER OF
THE CITY, OR AD VALOREM TAXATION IN ANY FORM OF ANY PROPERTY
THEREIN TO PAY THIS 2017 NOTE OR THE INTEREST HEREON.
Upon the occurrence of an Event of Default the Holder of the 2017 Note shall also have
such remedies as described in the Agreement.
The City hereby waives presentment, demand, protest and notice of dishonor. This 2017
Note is governed and controlled by the Agreement and reference is hereby made thereto
regarding interest rate adjustments and other matters.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
Exhibit A-3
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IN WITNESS WHEREOF, the City has caused this 2017 Note to be signed by its Mayor
by his manual signature, and the seal of the City to be affixed hereto or imprinted or reproduced
hereon, and attested by its City Clerk, manually, and this 2017 Note to be dated the Date of
Issuance set forth above.
CITY OF CAPE CANAVERAL,FLORIDA
[SEAL]
By:
Mayor
ATTEST:
By:
City Clerk
Exhibit A-4
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Exhibit"A"
FORM OF CERTIFICATE OF AUTHENTICATION
Date of Authentication:
This 2017 Note is being delivered pursuant to the within mentioned Agreement.
CITY OF CAPE CANAVERAL,FLORIDA,
as Registrar
By:
City Clerk
Exhibit A-5
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Exhibit"A"
ASSIGNMENT
FOR VALUE RECEIVED the undersigned sells, assigns and transfers unto
(please print or typewrite name, address
and tax identification number of assignee)
the within 2017 Note and all rights thereunder, and hereby irrevocably constitutes and appoints
Attorney to transfer the within 2017 Note on the books kept
for registration thereof, with full power of substitution in the premises.
Name of Holder:
By:
Exhibit A-6
42113950;3
Resolution No. 2017-10
Exhibit"A"
EXHIBIT A
NOTE -PRINCIPAL PAYMENT SCHEDULE
Year Amount
2018 $564,000
2019 576,000
2020 588,000
2021 600,000
2022 613,000
2023 625,000
2024 638,000
2025 652,000
2026 665,000
2027 679,000
Exhibit A-7
42113950;3
Resolution No. 2017-10
Exhibit"A"
PURCHASER'S CERTIFICATE
City of Cape Canaveral, Florida(the "City")
Ladies and Gentlemen:
The undersigned, as a purchaser of the City of Cape Canaveral, Florida Capital
Improvement Revenue Note, Series 2017 (the "2017 Note") dated July 20, 2017, consisting of
one typewritten Note, hereby certifies that we have been provided (a) a copy of City Ordinance
No. 07-2017 adopted by the City of Cape Canaveral, Florida (the "City") on July 18, 2017,
authorizing the issuance of the 2017 Note (the "Ordinance") (b) a copy of City Resolution
No. 2017-10, adopted by the City on July 18, 2017, authorizing the issuance of the 2017 Note
(the "Resolution"), (c) the Loan Agreement dated July 20, 2017, between the City and us, [as
assignee ofJ Whitney Bank d/b/a Hancock Bank (the "Agreement") and (d) such financial and
general information respecting the Pledged Revenues (as such term is defined in the Agreement)
and the City, and the 2017 Note described above as we deem necessary to enable us to make an
informed investment judgment with respect to the purchase of the 2017 Note.
We hereby make the following representations, which representations may be relied upon
by the City:
A. We are aware:
(i) that investment in the 2017 Note involves various risks;
(ii) that the 2017 Note is not a general obligation of the City; and
(iii) that the principal and interest on the 2017 Note is payable solely from the
Pledged Revenues as specified in the Ordinance and the Agreement.
B. We understand that no official statement, offering memorandum or other form of
offering document was prepared or is being used in connection with the offering
or sale of the 2017 Note (collectively, "Disclosure Documents"), but we have
been afforded access to all information we have requested in making our decision
to purchase the 2017 Note and have had sufficient opportunity to discuss the
business of the City with its officers, employees and others. We have not
requested any Disclosure Documents in connection with the sale of the 2017
Note. We do not require any further information or data incident to our purchase
of the 2017 Note.
C. In purchasing the 2017 Note, we have made our own inquiry and analysis with
respect to the 2017 Note and the security therefor, and other material matters
affecting the security and payment of the 2017 Note. We are aware that revenue
Exhibit A-8
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Resolution No. 2017-10
Exhibit"A"
obligations such as the 2017 Note involve certain economic variables and risks
that could affect the security of the 2017 Note.
D. We have knowledge and experience in financial and business matters and are
capable of evaluating the merits and risks of our investment in the 2017 Note and
have determined that we can bear the economic risk of our investment in the 2017
Note.
E. We acknowledge the understanding that the 2017 Note is not registered under the
Securities Act of 1933, as amended (the "1933 Act") or Chapter 517, Florida
Statutes, and that the Ordinance, the Resolution and the Agreement are not
qualified under the Trust Indenture Act of 1939, as amended, and that the City has
no obligation to effect any such registration or qualification.
F. We are purchasing the 2017 Note for our own account. We do not currently
intend to syndicate the 2017 Note. Although we retain the right to transfer the
2017 Note in the future, we understand that the 2017 Note may not be readily
transferable.
G. We have received all documents requested by us incident to our purchase of the
2017 Note.
H. We acknowledge that we are a "qualified institutional buyer" within the meaning
of Rule 144a of the 1933 Act.
I. We have not asked that the 2017 Note bear a CUSIP and we do not intend to seek
CUSIP for the 2017 Note.
J. We understand that no filing will be made with respect to the 2017 Note with
EMMA, the Municipal Securities Rulemaking Boards continuing disclosure site.
K. There will be no credit rating obtained for the 2017 Note and we have not asked
for or sought such a rating.
Signed as of the day of , .
By:
Authorized Officer
Exhibit A-9
42113950;3