HomeMy WebLinkAbout93-264A
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RESOLUTION NO. 93-264 A
A RESOLUTION OF THE BOARD OF SUPERVISORS OF
MORAVE COUNTY, ARIZONA AUTHORIZING THE
ISSUANCE OF LAKE HAVASU UNIFIED SCHOOL
DISTRICT NO. 1 OF MORAVE COUNTY, ARIZONA
REFUNDING BONDS, SERIES 1993, IN THE PRINCIPAL
AMOUNT OF $11,575,000 TO ADVANCE REFUND BONDS
PREVIOUSLY ISSUED; PROVIDING FOR THE ANNUAL
LEVY OF A TAX ON ALL THE TAXABLE PROPERTY
WITHIN THE DISTRICT TO PROVIDE FOR THE PAYMENT
OF PRINCIPAL OF AND INTEREST ON SAID REFUNDING
BONDS; PRESCRIBING TERMS AND PROVISIONS WITH
RESPECT TO THE REFUNDING BONDS; PROVIDING FOR
THE APPLICATION OF PROCEEDS FROM THE SALE OF
THE REFUNDING BONDS TO THE PAYMENT OF THE
BONDS BEING REFUNDED; APPOINTING A REGISTRAR
AND PAYING AGENT AND AUTHORIZING THE EXECUTION
OF A BOND REGISTRAR AGREEMENT; AUTHORIZING THE
EXECUTION OF A DEPOSITORY TRUST AGREEMENT FOR
THE SAFEKEEPING AND HANDLING OF THE MONEYS AND
SECURITIES TO BE USED TO PAY THE BONDS BEING
REFUNDED; AUTHORIZING THE EXECUTION OF A BOND
PURCHASE AGREEMENT WITH PEACOCK, HISLOP,
STALEY & GIVEN, INC; AND AUTHORIZING AN
OFFICIAL STATEMENT WITH RESPECT TO SAID BONDS;
AND DECLARING AN EMERGENCY.-
WHEREAS, the Lake Havasu Unified School District No. 1 of
Mohave County, Arizona (the "District"), heretofore issued certain
general school improvement bonds which it now desires to advance
refund, such bonds to be refunded being described below (the "Bonds
Being Refunded") :
Bond Issue
Original
Amount
Principal Amount
Being Refunded
Dated
Date
Maturity Dates
Being Refunded
Lake Havasu Unified
School District No. 1 of
Mohave County, Arizona,
School Improvement Bonds,
Project of 1991, Series A
$16,000,000
1uly 1, 2003
through 2010
$9,520,000
04/01/91
School Improvement Bonds,
Project of 1991,
Series B (1993)
8,000,000
02101/93
1uly 1, 2004
and 2005
$635,000
WHEREAS, the Governing Board of the District (the
"Governing Board") has heretofore adopted a resolution requesting
the issuance of the refunding bonds authorized hereby (the "Bonds")
by the Board of Supervisors (the "Board") of Mohave County (the
"County"); and
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WHEREAS, the issuance of the Bonds and the application of
the net proceeds thereof to refund the Bonds Being Refunded is
necessary and advisable and is in the best interests of the
District because the Bonds can be sold to effect a reduction in
debt service and this reduction, together with the ability of the
District to restructure its debt in a more efficient manner, will
result in substantial debt service savings to the citizens and
taxpayers of the District; and
WHEREAS, in accordance with applicable law, the aggregate
amounts of principal of and interest on the Bonds shall not exceed
the aggregate principal of and interest on the Bonds Being Refunded
which will become due from the date of issuance of the Bonds to the
final date of maturity of the Bonds Being Refunded; and
WHEREAS, the issuance of the Bonds will in no way
infringe upon the rights of the owners of the Bonds Being Refunded
to rely on a tax levy for the payment of principal of and interest
of the Bonds Being Refunded if the moneys and securities in the
Refunded Bonds Account of the Trust Fund created by the Depository
Trust Agreement hereinafter authorized prove insufficient; and
WHEREAS, the District has contracted with AMBAC Indemnity
Corporation, a Wisconsin-domiciled stock insurance corporation
("AMBAC Indemnity") to provide a Municipal Bond Insurance Policy
(the "policy") to pay principal of and interest on the Bonds when
due; and
WHEREAS, there have been filed with the Clerk of the
Board and submitted to the Board at this meeting proposed forms of
the following documents:
(a) An irrevocable Depository Trust Agreement dated
September 1, 1993 (the "Depository Trust Agreement"),
with Bank One, Arizona, NA, Phoenix, Arizona, as trustee
(the "Trustee"), with respect to the handling of moneys
and securities which will provide for the paYment of the
Bonds Being Refunded; and
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(b) A Bond Purchase Agreement to be dated on or
about the date of adoption of this Resolution (the "Bond
Purchase Agreement"), pursuant to which Peacock, Hislop,
Staley & Given, Inc. (the "Underwriter") will purchase
the Bonds; and
(c) A preliminary official statement with respect
to the Bonds (the "Preliminary Official Statement"), the
final form of which, upon being completed and conformed
to this Resolution and the Bond Purchase Agreement, will
be the official statement with respect to the Bonds (the
"Official Statement"); and
(d) A Bond Registrar Agreement dated September 1,
1993 (the "Bond Registrar Agreement") pursuant to which
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Bank One, Arizona, NA, Phoenix, Arizona will act as Bond
Registrar (as hereinafter defined) for the Bonds; and
WHEREAS, it appears that each of the above-referenced
documents which are now before this meeting is in appropriate form
and is an appropriate instrument to be executed and delivered by
the respective parties named therein to the extent called for
thereby for the purposes intended.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
SUPERVISORS OF MOHAVE COUNTY, ARIZONA, THAT:
Section 1. For the purpose of providing funds to be used
to advance refund the Bonds Being Refunded and to pay all legal,
financial and other necessary costs in connection therewith, the
Board hereby authorizes the issuance of the Lake Havasu Unified
school District No. 1 of Mohave County, Arizona Refunding Bonds,
Series 1993 (the "Bonds"), in an aggregate principal amount of
$11,575,000. The Bonds shall be mature on July 1 of the years and
with interest rates and yields as set forth below:
Maturity Principal Interest Price Or
( Jul v 1) Amount Rate Yield
1996 $ 95,000 3.70% 3.70%
. 1997 100,000 3.90 3.90
1998 105,000 4.00 4.10
1999 110,000 4.15 4.25
2000 115,000 4.30 4.40
2001 105,000 4.40 4.50
2002 125,000 4.55 4.60
2003 1,060,000 6.85 4.80
2004 1,4351000 4.75 4.80
2005 1,500,000 4.85 4.90
2006 1,240,000 4.95 5.00
2007 1,285,000 5.05 5.10
2008 1,350,000 5.15 5.20
2009 1,450,000 5.20 5.25
2010 1,500,000 5.25 5.30
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Section 2. The Bonds shall be issued as fully registered
Bonds registered as to both principal and interest, in the
denomination of $5,000 or any integral multiple thereof. The Bonds
shall be dated as of September 1, 1993.
Interest on Bonds shall be payable on January 1 and July
1 of each year (the "Interest Payment Dates"), commencing January
1, 1994, until the principal amount has been paid or provided for.
The Bonds shall bear interest from the most recent date to which
interest has been paid or provided for or, if no interest has been
paid or provided for, from their date. Interest on the Bonds will
be computed on the basis of a 360-day year of twelve 30-day months.
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Section 3. The Bonds shall be Subj ect to redemption
prior to maturity as set forth in the form of the Bond contained in
Exhibit A hereto which is incorporated herein by this reference.
Not more than 60 nor less than 30 days before any
redemption date, the Bond Registrar (as defined in Section 5 below)
shall cause a notice of any such redemption to be mailed by
registered or certified mail to the registered owner of each Bond
to be redeemed in whole or in part at the address shown on the
registration books maintained by the Bond Registrar. Neither
failure to mail notice to any owner of Bonds nor any defect in any
notice shall affect the validity of the proceedings for the
redemption of Bonds with respect to which proper notice was given.
Notice of redemption having been given as aforesaid, the
Bonds or portions of Bonds so to be redeemed shall, on the
redemption date, become due and payable at the redemption price
therein specified, and from and after such date (unless there shall
be a default in the paYment of the redemption price) such Bonds or
portions of Bonds shall cease to bear interest. Upon surrender of
such Bonds for redemption in whole or in part in accordance with
said notice, such Bonds or redeemed potions thereof shall be paid
by the Bond Registrar at the redemption price. Installments of
interest due on or prior to the redemption date or redeemed
portions thereof shall be payable as herein provided for payment of
interest. Upon surrender for any partial redemption of any Bond,
there shall be prepared for the registered owner a new fully
registered Bond or Bonds of the sarne maturity of authorized
denominations in the aggregate amount of the unpaid principal.
All Bonds which have been redeemed shall be cancelled by
the Bond Registrar and shall not be reissued.
In addition to the foregoing notice, further notice of
redemption shall be given by the Clerk of the Board or the Bond
Registrar as set out below, but no defect in said further notice
nor any failure to give all or any portion of such further notice
shall in any manner defeat the effectiveness of a call for
redemption if notice thereof is given as above prescribed.
A. Each further notice of redemption given hereunder
shall contain the information required above for an official notice
of redemption plus (i) the CUSIP numbers of all Bonds being
redeemed; (ii) Series designation and certificate number; (iii) the
date of issue of the Bonds as originally issued; (iv) the rate of
interest borne by each Bond being redeemed; (v) the maturity date
of each Bond being redeemed; (vi) publication date and redemption
date; (vii) redemption price; (viii) redemption agent with name and
address; and (ix) any other descriptive infonnation needed to
identify accurately the Bonds being redeemed.
B. Each further notice of redemption shall be sent at
least 35 days before the redemption date by registered or certified
mail or overnight delivery service to all registered securities
depositories then in the business of holding substantial amounts of
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obligations of types comprising the Bonds (such depositories now
being Depository Trust Company of New York, New York, Midwest
Securities Trust Company of Chicago, Illinois, Pacific Securities
Depository Trust Company of San Francisco, California, and
Philadelphia Depository Trust Company of Philadelphia,
Pennsylvania) and to one or more national information services, if
any, that disseminate notices of redemption of obligations such as
the Bonds. Notice of redemption to such securities depositories
shall be given by certified mail in sufficient time so that they
are received at least two days before the general publication date.
C. A second notice of redemption shall be given within
60 days after the redemption date in the manner required above to
the owners of redeemed Bonds which have not been presented for
paYment within 30 days after the redemption date. If any of the
Bonds are redeemed pursuant to an advance refunding, notice of such
advance refunding and redemption shall be given in the same manner
as above provided, and within the same time period with respect to
the actual redemption date.
D. Upon the paYment of the redemption price of Bonds
being redeemed, each check or other transfer of funds issued for
such purpose shall bear the CUSIP number identifying, by issue and
maturity, the Bonds being redeemed with the proceeds of such check
or other transfer.
Section 4. The Bonds shall be signed by the President
and attested by the Clerk of the Governing Board, and countersigned
by the County Treasurer (references in this Resolution to such
officers shall include persons acting in the capacity of such
officers), all in their official capacities (any or all of those
signatures may be a facsimile). No Bond shall be valid or
obligatory for any purpose or shall be entitled to any security or
benefit under this Resolution unless and until the certificate of
authentication printed on the Bond is manually signed by an
authorized representative of the Bond Registrar as authenticating
agent. Authentication by the Bond Registrar shall be conclusive
evidence that the Bond so authenticated has been duly issued,
signed and delivered under this Resolution and is entitled to the
security and benefit of this Resolution.
Section 5. Bank One, Arizona, NA, Phoenix, Arizona, is
hereby appointed to act as the authenticating agent, bond
registrar, transfer agent and paying agent (collectively, the wBond
Registrar") for the Bonds and a Bond Registrar Agreement
(substantially in the form on file with the Clerk) among the
County, the District and the Bond Registrar is hereby authorized to
be entered into, with the execution of such Agreement to constitute
approval of all terms and conditions therein.
Section 6. The principal of and interest on the Bonds
shall be payable in lawful money of the United States of America
without deduction for the services of the Bond Registrar as paying
agent. Principal and premium, if any, on the Bonds shall be
payable when due upon presentation and surrender of the Bonds at
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If manual signatures on behalf of the District, the Board
or the County are required, the Bond Registrar shall undertake the
exchange or transfer of Bonds only after the new Bonds are signed
by the authorized officers of the District, the Board or the
County. In all cases of exchanged or transferred Bonds, the
District, the Board and the County shall sign and the Bond
Registrar shall authenticate and deliver Bonds in accordance with
the provisions of this Resolution. All fees and costs associated
with the exchange or transfer, including any tax or governmental
charges required to be paid with respect to the exchange or
transfer, shall be paid by the Owner requesting exchange or the
transferor. The District or the Bond Registrar may require that
those amounts be paid before the procedure is begun for the
exchange or transfer . All Bonds issued upon any exchange or
transfer shall be valid obligations of the District, evidencing the
same debt, and entitled to the same security and benefit under this
Resolution as the Bonds surrendered upon that exchange or transfer.
Any Bond surrendered to the Bond Registrar for payment,
retirement, exchange, replacement or transfer shall be cancelled by
the Bond Registrar. The District or the Board may at any time
deliver to the Bond Registrar for cancellation any previously
authenticated and delivered Bonds that the District or the Board
may have acquired in any manner whatsoever, and those Bonds shall
be promptly cancelled by the Bond Registrar. The cancelled Bonds
shall be retained for a periOd of time and then r'eturned to the
Treasurer of the County or destroyed by the Bond Registrar.
The District and the Bond Registrar will not be required
(i) to issue or transfer any Bonds during a period beginning with
the close of business on the 15th business day of the calendar
month next preceding either any Interest Payment Date or any date
of selection of Bonds to be redeemed and ending with the close of
business on the Interest Payment Date or day on which the
applicable notice of redemption is given or (ii) to transfer any
Bonds which have been selected or called for redemption in whole or
in part.
Section 8. If any Bond is mutilated, lost, wrongfully
taken, improperly cancelled or destroyed, in the absence of written
notice to the District or the Bond Registrar that such Bond has
been acquired by a bona fide purchaser, the Bond Registrar shall
authenticate and deliver a new Bond of like date, principal amount,
maturity and denomination; provided, that (i) in the case of any
mutilated or improperly cancelled Bond, such Bond first shall be
surrendered to the Bond Registrar, and (ii) in the case of any
lost, wrongfully taken or destroyed Bond, there first shall be
furnished to the District and the Bond Registrar evidence of the
loss, wrongful taking or destruction satisfactory to the Bond
Registrar, together with indemnity satisfactory to the District and
the Bond Registrar.
If any lost, wrongfully taken or destroyed Bond shall
have matured or is about to mature, or has been called for
redemption, instead of issuing a new Bond, the Bond Registrar shall
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B. The County Treasurer is authorized to instruct the
Trustee to order the purchase for the District of the securities
mentioned in subparagraph (A) of this Section from the Underwriter
or from the United States Treasury or both of them.
C. The initial computation made in determining the
sufficiency of the Trust Fund shall be verified by a certified
public accountant prior to delivery of the Bonds. The securities
purchased pursuant to subparagraph (A) of this Section must be
acceptable to such certified public accountant and to Squire,
Sanders & Dempsey, Bond Counsel.
Section 14. There shall be levied on all the taxable
property in the District, in addition to all other taxes, a
continuing direct ad valorem tax annually during the period the
Bonds are outstanding in an amount sufficient to pay the principal
of and interest on the Bonds when due; which moneys when collected
will be placed in separate funds to be designated "Interest Fund"
and "Redemption Fund", which funds are irrevocably pledged for the
payment of the principal of and interest on the Bonds when and as
the same fall due, subject to the rights of the owners of the Bonds
Being Refunded as hereinafter described. So long as the principal
of and interest on the Bonds Being Refunded are paid as due from
the Trust Fund, no taxes need be levied for the payment of the
Bonds Being Refunded; provided, however, that in the event the
Trust Fund is ever insufficient for the purpose herein set forth,
any taxes levied to pay the principal of and interest on Bonds
shall first be applied to the payment of the Bonds Being Refunded.
The total aggregate of taxes levied to pay principal and interest
on the Bonds in the aggregate shall not exceed the total aggregate
principal and interest to become due on the Bonds Being Refunded
from the date of issuance of the Bonds to the final date of
maturity on the Bonds Being Refunded. If at any time there are
sufficient moneys or investments, except for any investment income
which is required to be rebated to the United States of America in
order to continue the exclusion of the interest on the Bonds from
gross income for federal income tax purposes, in the Bond debt
service funds to pay all principal due or to become due on all of
the Bonds, then no additional tax levy need be made for the payment
of the principal of the Bonds.
Section 15. The Bonds are hereby awarded and sold to the
Underwriter in accordance with the terms of the Bond Purchase
Agreement and the President of the Governing Board of the District
and the Chairman of the Board are hereby authorized to execute and
the Clerk of the Board is hereby authorized to attest the Bond
Purchase Agreement, returning a copy of said agreement to the
Underwriter. The proper officials of the County and the District
are hereby authorized to deliver the Bonds to the Underwriter in
exchange for the purchase price of the Bonds and satisfaction of
the other conditions for delivery thereof in accordance with the
terms of the Bond Purchase Agreement, to complete the refunding of
the Bonds Being Refunded, it being the intention of the Board that
the Bonds shall in all respects refund the Bonds Being Refunded.
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Section 16. The County covenants and the District has
covenanted that each will use, and restrict the use and investment
of, the proceeds of the Bonds in such manner and to such extent as
may be necessary, so that (a) the Bonds will not (i) constitute
private activity bonds, arbitrage bonds or hedge bonds under
Sections 141, 148 or 149 of the Internal Revenue Code of 1986, as
amended (the "Code"), or (ii) be treated other than as bonds to
which Section l03(a) of the Code applies, and (b) the interest
thereon will not be treated as a preference item under Section 57
of the Code.
The County further covenants (a) that it will take or
cause to be taken such actions which may be required of it or the
District for the interest' on the Bonds to be and remain excluded
from gross income for federal income tax purposes, (b) that it will
not take or authorize to be taken any actions which would adversely
affect that exclusion, and (c) that it, or persons acting for it,
will, among other acts of compliance, (i) apply the proceeds of the
Bonds to the governmental purpose of the borrowing, (ii) restrict
the yield on investment property, (iii) make timely paYments to the
federal government, (iv) maintain books and records and make
calculations and reports, and (v) refrain from certain uses of
proceeds and, as applicable, of property financed with such
proceeds, all in such manner and to the extent necessary to assure
such exclusion of that interest under the Code.
The Chairman of the Board, the President of the Governing
Board of the District, the County Treasurer or any other officer of
the County or the District having responsibility for the issuance
of the Bonds, alone or with any other officer or employee of or
consultant to the County or the District, is hereby authorized (a)
to make or effect any election, selection, designation, choice,
consent, approval, or waiver on behalf of the County or the
District with respect to the Bonds as the County or the District is
permitted or required to make or give under the federal income tax
laws, as determined by that officer, which action shall be in
writing and signed by the officer, (b) to take any and all other
actions, make or obtain calculations, make paYments, and make or
give reports, covenants and certifications of and on behalf of the
County or District, as may be appropriate to assure the exclusion
of interest from gross income and the intended tax status of the
Bonds, and (c) to give one or more appropriate certificates of the
County or District, for inclusion in the transcript of the
proceedings for the Bonds, setting forth the reasonable
expectations of the County or District, regarding the amount and
use of all the proceeds of the Bonds, the facts, circumstances and
estimates on which they are based, and other facts and
circumstances relevant to the tax treatment of the interest on and
the tax status of the Bonds.
Section 17. The Preliminary Official Statement is
approved and the distribution of the same by the Underwriter is
hereby ratified and the Chairman of the Board and the President of
the Governing Board of the District is each authorized and directed
to complete and sign, on behalf of the County and the District and
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in each of their official capacities, the Official Statement, with
such modifications, changes and supplements as each shall approve,
such approval to be evidenced by their execution thereof. The
Chairman of the Board and the President of the Governing Board of
the District is each authorized to use and distribute, or authorize
the use and distribution of, the Official Statement and any
supplements thereto as so signed in connection with the original
issuance of the Bonds.
Section 18. The issuance of the Policy by AMBAC
Indemnity for the Bonds is hereby approved. Pursuant to the
issuance of the pOlicy, the Bond Registrar, the District and the
County shall comply with the following terms and conditions:
A. Notwithstanding any provision of this Resolution to
the contrary, AMBAC Indemnity shall at all times be deemed the
exclusive owner of all insured Bonds for the purposes of all
approvals, consents, waivers, institution of any action, and the
direction of all remedies.
B. The County, in determining whether any amendments or
supplements to this Resolution may be made and in determining
whether any action should be taken, shall consider the effect of
such amendment, supplement or action on the rights of the owners of
the Bonds as if the Policy were not in effect.
C. To the extent AMBAC Indemnity makes paYment of the
principal of or interest on the Bonds, it shall become fully
subrogated to all of the registered owners' rights thereunder,
including the registered owners' rights to paYment thereof. To
evidence such subrogation (i) in the case of subrogation as to
claims for past due interest, the Bond Registrar shall note AMBAC
Indemnity'S rights as subrogee on the registration books of the
District maintained by the Bond Registrar upon receipt of proof
from AMBAC Indemnity as to paYment of interest thereon to the
registered owners of the Bonds, and (ii) in the case of subrogation
as to claims for past due principal, the Bond Registrar shall note
AMBAC Indemnity's rights as subrogee on the registration books of
the District maintained by the Bond Registrar upon surrender of the
Bonds by the registered owners thereof together with proof of the
paYment of principal thereof.
D. In the event that the principal of and/or interest
on the Bonds shall be paid by AMBAC Indemnity pursuant to the terms
of the Policy, (i) such Bonds shall continue to be noutstandingn
under this Resolution and shall not be defeased or otherwise
satisfied or considered paid by the District or the County, and
(ii) all covenants, agreements and other obligations of the
District and the County to the registered owners shall continue to
exist, and AMBAC Indemnity shall be fully subrogated to all of the
rights of such registered owners in accordance with the terms and
conditions of subparagraph C. above and the Policy.
E. AMBAC Indemnity shall be notified (i) in advance of
the execution of any supplemental resolution, and (ii) of any
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redemption of Bonds at the same time that the owners of the Bonds
to be redeemed are notified. In addition, all notices, reports,
certificates and opinions to be delivered to or by the Bond
Registrar or to the owners of the Bonds or available at the request
of the owners of the Bonds pursuant to this Resolution shall be
delivered to AMBAC Indemnity.
F. The District and the Bond Registrar shall also
notify AMBAC Indemnity (i) immediately, upon the failure to make
any required deposit to the Interest Fund or the Redemption Fund to
pay principal or interest when due; and (ii) immediately upon the
resignation or removal of the Bond Registrar or the appointment of
a successor Bond Registrar. All notices, reports, certificates and
opinions required to be given to AMBAC Indemnity shall be in
writing and shall be sent by registered or certified mail or by
overnight delivery.
G. To the extent permitted by law, all investments
shall be Permitted Investments, as described in Exhibit A to the
Bond Registrar Agreement, entitled "Permitted Investments". In
computing the amount in any fund or account, Permitted Investments
shall be valued at the market price thereof. Valuation shall occur
annually.
H. ~l amounts representing accrued interest shall be
held by the Bond Registrar, pledged solely to the payment of
interest on the Bonds and invested only in cash (insured by the
Federal Deposit Insurance Corporation) or direct Obligations of the
Department of the Treasury of the United States of America
(including obligations issued or held in book entry form on the
books thereof) .
I. 1. The County and the District agree promptly to
provide to AMBAC Indemnity (a) all budgets, budget amendments,
reports, certificates and financial information required to be
prepared pursuant to this Resolution or available at the request of
owners of the Bonds, and (b), to be submitted within 120 days of
the end of each fiscal year, financial statements for the most
recent fiscal year.
2. The District agrees that annually, in the case
of any indebtedness, it. will file or cause to be filed with AMBAC
Indemnity any official statement issued by, or on behalf of, the
District in connection with the incurrence by the District of any
such indebtedness.
3 . The District agrees promptly to provide or
cause to be provided to AMBAC Indemnity such financial, statistical
and other factual information as AMBAC Indemnity shall from time to
time reasonably request regarding the District.
Section 19. All actions of the officers and agents of
the County which are in conformity with the purposes and intent of
this Resolution and in furtherance of the issuance and sale of the
Bonds as contemplated by this Resolution whether heretofore or
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hereafter taken shall be and are hereby ratified, confirmed and
approved. The proper officers and agents of the County are hereby
authorized and directed to do all such acts and things and to
execute and deliver all such documents on behalf of the County as
may be necessary to carry out the terms and intent of this
Resolution.
Section 20. This Board determines that all acts and
conditions necessary to be performed by the Board or to have been
met precedent to and in the issuing of the Bonds in order to make
them legal, valid and binding general obligations of the Board on
behalf of the District have been performed and have been met, or
will at the time of delivery of the Bonds have been performed and
have been met, in regular and due form as required by law; that the
full faith and credit of the District are pledged for the timely
paYment of the principal of and interest on the Bonds; and that no
statutory or constitutional limitation of indebtedness or taxation
will have been exceeded in the issuance of the Bonds.
Section 21. This Board finds and determines that all
formal actions of this Board concerning and relating to the passage
of this Resolution were taken in an open meeting of this Board and
that all deliberations of this Board and of any committees that
resulted in those formal actions were in meetings open to the
public, in compliance with all legal requirements.
Section 22. If any section, paragraph, clause or
provision of this Resolution shall be held to be invalid or
unenforceable for any reason, the invalidity or unenforceability of
such section,' paragraph, clause or provision shall not affect any
of the remaining provisions of this Resolution.
Section 23. The immediate operation of the provisions of
this Resolution is necessary for the preservation of the public
peace, health and safety of the District and for the further reason
that the refunding at the earliest possible date of the Bonds Being
Refunded to be financed with the proceeds of the Bonds, is urgently
needed to secure the maximum possible savings to the District;
therefore, an emergency is hereby declared to exist and this
Resolution is enacted as an emergency measure and shall be in full
force and effect from and after the passage and adoption by the
Board of the County, as required by law, and it is hereby exempt
from the referendum provisions of the Constitution and laws of the
State of Arizona.
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002: [00450.DOCS.LAK64001lBOND_RESOLUTION.AA8
DAT~D tn1S 1tn day of 5eptembe~, 1993.
~OaAVE COUNTY BOARD OF 5UP~RV150R5
AT'tEST:
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EXHIBIT A
(Form of Face of Bond)
REGISTERED
NO.
REGISTERED
$
LAKE HAVA8U UNIFIED SCHOOL DISTRICT NO. 1
OF MORAVE COUNTY, ARIZONA
REFUNDING BOND, SERIES 1993
Interest Rate:
Maturity Date:
Dated As Of:
CUSIP:
%' per annum
July 1, _
September 1, 1993
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS
The Lake Havasu Unified School District No. 1 of Mohave
County, Arizona (the "District"), for value received, promises to
pay to the Registered Owner named above, or registered assigns, the
Principal Amount on the Maturity Date, each as stated above, and
interest thereon until the Principal Amount is paid or provided for
at the Interest Rate stated above, on January 1 and July 1 of each
year (the "Interest Payment Dates"), corrrrnencing January 1, 1994.
This Bond will bear interest from the most recent date to which
interest has been paid or provided for or if no interest has been
paid or provided for, from its date. Principal and interest are
payable in lawful money of the United States of America, without
deduction for the paying agent services, to the person in whose
name this Bond (or, if applicable, one or more predecessor Bonds)
is registered (the "Registered Owner") on the Register maintained
by the Bond Registrar, initially Bank One, Arizona, NA, Phoenix,
Arizona (the "Bond Registrar"). Principal and premium, if any, are
payable upon presentation and surrender of this Bond at the
principal corporate trust office of the Bond Registrar. Interest
is payable by check or draft mailed by the Bond Registrar on each
Interest Payment Date to the Registered Owner of this Bond (or one
or more predecessor Bonds) as shown and at the address appearing on
the Register at the close of business on the 15th day of the
calendar month next preceding that Interest Payment Date (the
"regular record daten). Any interest which is not timely paid or
duly provided for shall cease to be payable to the Registered Owner
hereof (or of one or more predecessor Bonds) as of the regular
record date, and shall be payable to the Registered Owner hereof
(or of one or more predecessor Bonds) at the close of business on
a special record date for the payment of that overdue interest.
The special record date shall be fixed by the Bond Registrar
whenever monies become available for payment of the overdue
interest, and notice of the special record date shall be given to
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D02:[00450.DOCS.LAK64001]BOND _RESOLUTION.AA8
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Registered Owners not less than ten days prior thereto. Interest
on the Bonds will be computed on the basis of a 360-day year of
twelve 3o-day months.
REFERENCE IS MADE TO THE FURTHER PROVISIONS OF THIS BOND
SET FORTH ON THE REVERSE SIDE, WHICH SHALL FOR ALL PURPOSES HAVE
THE SAME EFFECT AS IF SET FORTH HERE.
It is certified and recited that all acts and conditions
required by the Constitution and laws of the State of Arizona to
exist, to occur and to be performed or to have been met precedent
to and in the issuance of the Bonds of this series in order to make
them legal, valid and binding general obligations of the District,
have been performed and have been met in regular and due form as
required by law; that paYment in full for the Bonds of this series
has been received; that no statutory or constitutional limitation
on indebtedness or taxation has been exceeded in issuing the Bonds
of this series; and that due provision has been made for levying
and collecting ad valorem property taxes on all of the taxable
property within the District in an amount sufficient to pay
principal and interest when due, which taxes are unlimited as to
rate but are limited to an amount not greater than the amount of ad
valorem taxes that would have been levied to pay such bonds being
refunded, subject to the rights vested in the owners of the bonds
being refunded by this issue of Bonds.
This Bond shall not be valid or obligatory for any
purpose and shall not be entitled to any security or benefit under
the Bond Resolution (described on the reverse hereof) until the
Certificate of Authentication beTbw has been manually signed.
IN WITNESS WHEREOF, the Lake Havasu Unified School
District No. 1 of Mohave County, Arizona, has caused this Bond to
be executed in the name of the District and in their official
capacities by the facsimile signature of the President of its
Governing Board and attested by the facsimile signature of the
Clerk of its Governing Board, and to be countersigned by the
facsimile signature of the County Treasurer of Mohave County,
Arizona, all as of the date stated above.
LAKE HAVASU UNIFIED SCHOOL DISTRICT
NO. 1 OF MORAVE COUNTY, ARIZONA
By (FACSIMILE)
President, Governing Board
COUNTERSIGNED:
ATI'EST:
(FACSIMILE)
County Treasurer
( FACS IMILE)
Clerk, Governing Board
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CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the
within-mentioned Bond Resolution.
Bank One, Arizona, NA, as Bond Registrar
By
Authorized Representative
Date of Registration and Authentication:
Registrable at and Payable by:
Bank one, Arizona, N .A. ,
Phoenix, Arizona
(Form of Reverse of Bond)
This Bond is one of a series of $11,575,000 Refunding
Bonds, Series 1993, issued for the purpose of advance refunding a
portion of the school improvement bonds of the District presently
outstanding, and issued under authority of and pursuant to the laws
of the State of Arizona, particularly Title~~5, Chapter 3, Article
4, Section 35-471, et seq., of the Arizona Revised Statutes and the
Resolution passed by the Board of Supervisors of Mohave County,
Arizona, adopted on September 7, 1993 (the "Bond Resolution").
For the punctual payment of this Bond and the interest
hereon as aforesaid and for the levy and collection of ad valorem
taxes sufficient for that purpose, the full faith and credit of the
District are hereby pledged, subject, however, to the rights vested
in the owners of the bonds being refunded as hereinafter described.
The Board of Supervisors of the County has by resolution ordered
the creation of a redemption fund for the payment of this Bond and
all Bonds of this issue. Such fund is to be held in trust for the
benefit of the Registered Owners of Bonds of this series, subject,
however, to the rights vested in the owners of the bonds being
refunded by this issue to the payment of such refunded bonds from
the same tax source in the event of a deficiency in the moneys from
and obligations issued by or guaranteed by the United States of
America which will be purchased from the proceeds of the sale of
these Bonds and other moneys available therefor and placed in an
irrevocable trust for the purpose of paying principal and interest
on the bonds being refunded. The Registered Owner of this Bond
must rely on the sufficiency of such moneys and obligations to pay
the bonds being refunded.
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D02:[OO4S0.DOCS.LAK64OQl ]BOND _ RESOLUTION.AAa
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The Bonds of this series are issuable only as fully
registered Bonds in the denomination of $5,000 or any integral
multiple thereof. This Bond is exchangeable and transferable for
Bonds of this series of other authorized denominations at the
principal corporate trust office of the Bond Registrar, by the
Registered Owner or by a person legally empowered to do so, upon
presentation and surrender hereof to the Bond Registrar, together
with a request for exchange or an assignment signed by the
Registered Owner or by a person legally empowered to do so, in a
form satisfactory to the Bond Registrar, all subject to the terms,
limitations and conditions provided in the Bond Resolution. All
fees and costs of exchange or transfer, including any tax or other
governmental charge payable in connection with an exchange or
transfer, shall be paid by the Owner requesting exchange or the
transferor. The District or the Bond Registrar also may require
that such charges be paid prior to the procedure for exchange or
transfer. The District and the Bond Registrar may deem and treat
the Registered Owner as the absolute owner of this Bond for the
purpose of receiving payment of or on account of principal or
interest and for all other purposes, and neither the District, the
County nor the Bond Registrar shall be affected by any notice to
the contrary.
The Bonds maturing on or before July 1, 2003 are not
subject to redemption prior to maturity.
The Bonds of this series maturing on July 1, 2004, or any
time thereafter, are callable for redemption prior to their stated
maturity dates at the option of the District, in whole or in part,
on July 1, 2003, or any Interest PaYment Date thereafter, and may
be redeemed prior to the maturity thereof at the redemption prices
equal to the following percentages of the principal amount
redeemed, plus in each case accrued interest to the redemption
date:
Redernotion Dates
Redemotion Price
July 1, 2003 and January 1, 2004
July 1, 2004 and January 1, 2005
July 1, 2005 and thereafter
101.0%
100.5
100.0
For the purpose of any redemption of less than all of the
outstanding Bonds, such Bonds shall be called in the order of
maturity directed by the District and within each maturity by lot
selected by the Bond Registrar in any manner which the Bond
Registrar may determine.
Not more than 60 nor less than 30 days before any
redemption date, the Bond Registrar shall cause a notice of any
such redemption to be mailed by registered or certified mail to the
Registered Owner of each Bond to be redeemed in whole or in part at
the address shown on the registration books maintained by the Bond
Registrar. Neither failure to mail notice to any Registered Owner
of Bonds nor any defect in any notice shall affect the validity of
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the proceeding for the redemption of Bonds with respect to which
proper notice was given.
The District and the Bond Registrar will not be required
(i) to issue or transfer any Bonds during a period beginning with
the close of business on the 15th business day of the calendar
month next preceding either any Interest Payment Date or any date
of selection of Bonds to be redeemed and ending with the close of
business on the Interest Payment Date or day on which the
applicable notice of redemption is given or (ii) to transfer any
Bonds which have been selected or called for redemption in whole or
in part.
Reference is made to the Bond Resolution for a more
complete description of the provisions, among others, with respect
to the nature and extent of the security for the Bonds of this
series, the rights, duties and obligations of the District, the
County, the Bond Registrar and the Registered Owners, and the terms
and conditions upon which the Bonds are issued and secured. The
Registered Owner of this Bond assents, by acceptance hereof, to all
of the provisions of the Bond Resolution.
LEGAL OPINION
The following is a true copy of the text of the opinion
rendered to the District by Squire, Sanders & Dempsey in connection
with the issuance of the Bonds. That opinion is dated as of and
premised on the transcript of proceedings examined and the ...law in
effect on the date of the original delivery of the Bonds .A~~f:Jigned
copy of the opinion is on file in my office.
(FACSIMILE)
Clerk, Governing Board
[Form of Legal Opinion]
(Form of Bond Insurance Legend]
[FORM OF ASSIGNMENT]
[End of Bond Form]
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