HomeMy WebLinkAboutRes 2005-19 Town—GO Refunding
RESOLUTION NO.2005-19
RESOLUTION RELATING TO FINANCE; AUTHORIZING AND PROVIDING FOR THE
ISSUANCE AND SALE OF NOT TO EXCEED $8,500,000 AGGREGATE PRINCIPAL
AMOUNT OF TOWN OF FOUNTAIN HILLS, ARIZONA, GENERAL OBLIGATION
REFUNDING BONDS, SERIES 2005; DELEGATING THE AUTHORITY TO APPROVE
CERTAIN MATTERS WITH RESPECT TO THE BONDS AND THE BONDS BEING
REFUNDED; PROVIDING FOR THE ANNUAL LEVY OF A TAX FOR THE PAYMENT OF
THE BONDS; AUTHORIZING THE APPOINTMENT OF A REGISTRAR, TRANSFER
AGENT AND PAYING AGENT AND A DEPOSITORY TRUSTEE; APPROVING THE FORM
OF CERTAIN DOCUMENTS AND AUTHORIZING COMPLETION, EXECUTION AND
DELIVERY THEREOF; DELEGATING THE AUTHORITY TO APPROVE AND DEEM
FINAL A FORM OF OFFICIAL STATEMENT; RATIFYING ALL ACTIONS TAKEN AND
TO BE TAKEN WITH RESPECT TO THE BONDS IN FURTHERANCE OF THIS
RESOLUTION; AND DECLARING AN EMERGENCY.
WHEREAS,the following bonds have been issued and are outstanding:
1. Town of Fountain Hills,Arizona, General Obligation Bonds, Series 1995
2. Town of Fountain Hills,Arizona, General Obligation Bonds, Project of 1997, Series 2001
3. Town of Fountain Hills,Arizona, General Obligation Bonds, Project of 1999, Series 1999
4. Town of Fountain Hills, Arizona, General Obligation Bonds, Project of 1999, Series B (2000)
(the "Prior Bonds"); and
WHEREAS, the Mayor and Council of the Town of Fountain Hills, Arizona (the
"Town"), find that the issuance of not to exceed $8,500,000 principal amount of General Obligation
Refunding Bonds, Series 2005 (the "Bonds") for the purpose of refunding all or a portion of the Prior
Bonds (the "Bonds Being Refunded") is necessary and advisable and is in the best interests of the Town
to lower the debt service payments due on its general obligation debt and consequently lower the tax
rate required to pay such debt; 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 maturity date of the
Bonds Being Refunded; and
WHEREAS, the Mayor and Council will receive a proposal for the purchase of the
Bonds from RBC Dain Rauscher Inc. (as senior book-running manager) and Piper Jaffray & Co. (as co-
managing underwriter) (collectively, the "Underwriter") in the form of bond purchase agreement now on
file with the Town (the "Purchase Agreement") and the Town desires that the Bonds be sold through
negotiation to the Underwriter on such terms as may hereafter be approved by the Town Manager or the
Accounting Supervisor and agreed to by the Underwriter; and
WHEREAS, the firm of Peacock, Hislop, Staley & Given, Inc. will serve as the Town's
financial advisor(the "Financial Advisor")with respect to the Bonds sold to the Underwriter;and
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WHEREAS, by this resolution the Mayor and Council will approve a form of Purchase
Agreement now on file and order the Purchase Agreement to be completed with the final terms of the
Bonds and entered into between the Town and the Underwriter when the final terms have been determined
for the sale of the Bonds; and
WHEREAS, by this resolution the Mayor and Council will authorize the execution,
issuance and sale of the Bonds to the Underwriter in accordance with the Purchase Agreement and at such
prices, interest rates, maturities and redemption features as may be hereafter determined by the Town
Manager or the Accounting Supervisor, with the advice of the Financial Advisor, and agreed to by the
Underwriter;and
WHEREAS, all acts, conditions and things required by the constitution and laws of the
State of Arizona to happen, exist and be performed precedent to and in the enactment of this resolution
have happened, exist and have been performed as so required in order to make this resolution a valid
and binding instrument for the security of the Bonds authorized herein;
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF
TOWN OF FOUNTAIN HILLS,ARIZONA, as follows:
Section 1. Authorization. For purposes of providing funds to refund all or a portion
of the Prior Bonds,Town of Fountain Hills, Arizona, General Obligation Refunding Bonds, Series 2005,
in an aggregate principal amount of not to exceed $8,500,000 are hereby authorized to be issued and
sold in accordance with the provisions of this resolution and delivered against payment therefor by the
Underwriter. The series designation of the Bonds may change if the Bonds are not sold in calendar year
2005. The Bonds will be issued to provide funds to refund all or a portion of the Prior Bonds as
selected by the Town Manager or Accounting Supervisor, and to pay the costs of issuance of the Bonds.
The Mayor and Council find and determine that it is expedient, necessary and advisable for the Town to
restructure a portion of its outstanding bonded debt to lower the aggregate tax burden for the Town's
taxpayers. It is estimated and hereby required by the terms of this resolution that the present value of
the debt service savings that will occur, net of all costs associated with the Bonds, shall be not less than
3% of the principal amount of the Bonds Being Refunded.
Section 2. Terms.
A. Bonds. The Bonds will be dated such date as set forth in the Purchase Agreement,
will mature on July 1 in some or all of the years 2005 through 2020, inclusive, and will bear interest
from their date to the maturity or earlier redemption date of each of the Bonds provided that the bond
yield for the entire series of the Bonds shall not exceed 4.5%.
The principal amount maturing in each year, the interest rates applicable to each
maturity, the optional and mandatory redemption provisions and any other final terms of the Bonds shall
be as set forth in the Purchase Agreement and approved by the Town Manager or the Accounting
Supervisor and such approval shall be evidenced by the execution and delivery of the Purchase
Agreement. The Bonds are expected to be initially issued in fully registered book-entry-only form in
denominations equal to the respective year's maturity amount. If the book-entry-only system is
discontinued, the Bonds will be in the denominations of $5,000 each or integral multiples thereof.
Interest on the Bonds shall be payable semiannually on each January 1 and July 1 (each an Interest
Payment Date) during the term of the Bonds, commencing July 1, 2005 (or on a later date as set forth in
the Purchase Agreement).
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B. Book-Entry-Only System. So long as the Bonds are administered under the book-
entry-only system described herein, interest payments and principal payments that are part of periodic
principal and interest payments shall be paid to Cede & Co. or its registered assigns in same-day funds
no later than the time established by DTC on each interest or principal payment date (or in accordance
with then-existing arrangements between the Town and DTC). The Town Manager or the Accounting
Supervisors is hereby authorized to enter into an agreement (the "Letter of Representations") with DTC
in connection with the issuance of bonds of the Town, including the Bonds and, while the Letter of
Representations is in effect, the procedures established therein shall apply to the Bonds.
C. Registration. If the book-entry-only system is discontinued, the Registrar's (as
defined hereafter) registration books shall show the registered owners of the Bonds (the owner or
owners of the Bonds as shown on the Registrar's registration books shall be referred to as "Owner" or
"Owners"). While the Bonds are subject to the book-entry-only system, the Bonds shall be registered in
the name of Cede & Co., or its registered assigns. The Bonds will be administered by the Registrar in a
manner which assures against double issuance and provides a system of transfer of ownership on the
books of the Registrar in the manner set forth in the Bonds.
D. Payment. If the book-entry-only system is discontinued, interest on the Bonds will
be payable on each Interest Payment Date by the Paying Agent (as hereafter defined)by check mailed to
the Owner thereof at such Owner's address as shown on the registration books maintained by the
Registrar as of the close of business of the Registrar on the Record Date (as such term is defined in
Section 10 hereof.
If the book-entry-only system is discontinued, principal of the Bonds will be payable,
when due, only upon presentation and surrender of the Bond at the designated corporate trust office of
the Paying Agent (as defined hereafter). Upon written request made twenty days prior to an interest
payment date by an Owner of at least$1,000,000 in principal amount of Bonds outstanding all payments
of interest and, if adequate provision for surrender is made, principal and premium, if any, shall be paid
by wire transfer in immediately available funds to an account within the United States of America
designated by such Owner.
Notwithstanding any other provision of this resolution, payment of principal of and
interest on any Bond that is held by a securities depository or Bonds subject to a book-entry-only system
may be paid by the Paying Agent by wire transfer in "same day funds".
F. Other Terms. The Bonds shall have such other terms and provisions as are set
forth in Exhibit A hereto and shall be sold under the terms and conditions set forth in the Purchase
Agreement.
Section 3. Prior Redemption.
A. Optional Redemption. The Bonds may be subject to redemption as determined by
the Town Manager or the Accounting Supervisor and set forth in the Purchase Agreement.
B. Mandatory Redemption. The Bonds may be subject to mandatory redemption as
determined by the Town Manager or the Accounting Supervisor and set forth in the Purchase Agreement.
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Whenever Bonds subject to mandatory redemption are purchased, redeemed (other than
,,, pursuant to mandatory redemption) or delivered by the Town to the Registrar for cancellation, the
principal amount of the Bonds so retired shall satisfy and be credited against the mandatory redemption
requirements for such Bonds for such years as the Town may direct.
C. Notice of Redemption. Notice of redemption of any Bond will be filed with the
Paying Agent and mailed to the registered owner thereof at the address shown on the books of the
Registrar not more than sixty (60) nor less than thirty (30) days prior to the redemption date. Notice of
redemption may be given to any securities depository by mail, facsimile, wire or other generally
accepted means of transmission of such notices. Failure to properly give notice of redemption shall not
affect the redemption of any bond for which notice was properly given.
D. Effect of Call for Redemption. On the date designated for redemption by notice
given as herein provided, the Bonds so called for redemption shall become and be due and payable at
the redemption price provided for redemption of such Bonds on such date, and, if moneys for payment
of the redemption price are held in separate accounts by the Paying Agent, interest on such Bonds or
portions of Bonds so called for redemption shall cease to accrue, such Bonds shall cease to be entitled to
any benefit or security hereunder and the Owners of such Bonds shall have no rights in respect thereof
except to receive payment of the redemption price thereof and such Bonds shall be deemed paid and no
longer outstanding.
E. Redemption of Less Than All of a Bond. The Town may redeem an amount which
is included in a Bond in the denomination in excess of, but divisible by, $5,000. In that event, the
registered owner shall submit the Bond for partial redemption and the Paying Agent shall make such
partial payment and the Registrar shall cause to be issued a new Bond in a principal amount equal to the
unpaid amount remaining on such Bond after the redemption to be authenticated and delivered to the
registered owner thereof.
Section 4. Security. For the purpose of paying the principal and premium (if any)of,
interest on and costs of administration of the registration and payment of the Bonds,there shall be levied
on all the taxable property in the Town a continuing, direct, annual, ad valorem tax sufficient to pay all
such principal, interest and administration costs as the same becomes due, such taxes to be levied,
assessed and collected at the same time and in the same manner as other taxes are levied, assessed and
collected. Taxes levied with respect to the payment of principal of and interest on the Bonds shall be
limited as follows: the total aggregate of taxes levied to pay principal of 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, calculated from the date of issuance of the Bonds to the final maturity date of the Bonds Being
Refunded; and further, if the trust created to pay principal of and premium and interest on the Bonds Being
Refunded is insufficient to make such payments when due, any taxes levied to pay principal and interest on
the Bonds shall first be applied to the payments of amounts due on the Bonds Being Refunded. The
proceeds of the taxes shall be kept in a special fund of the Town entitled the "Debt Service Fund" and shall
be used only for the payment of principal,interest,premium,if any, or costs as above-stated.
Upon creation of the trust for payment of the Bonds Being Refunded, all moneys
collected during the current fiscal year which would otherwise have been credited to the Interest and
Redemption Funds for the Bonds Being Refunded shall be credited to the Interest and Redemption
Funds created to service the Bonds.
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Section 5. Use of Proceeds. Upon the delivery of and payment for the Bonds in
accordance with the terms of their sale, the net proceeds from the sale of the Bonds, after payment of the
costs and expenses of issuance, shall be set aside, together with certain funds of the Town, if any, required
to pay the Bonds Being Refunded, in a special trust fund maintained by a bank or trust company selected by
the Town Manager or the Accounting Supervisor as depository trustee (the "Depository Trustee")and shall
be used to pay,when due,principal of and interest and premium on the Bonds Being Refunded, all as more
fully described in that certain Depository Trust Agreement dated the date of the Bonds (the "Depository
Trust Agreement"), by and between the Town and the Depository Trustee. Amounts credited to the trust,
other than any beginning cash balance, shall be invested immediately in obligations issued by or guaranteed
by the United States of America the maturing principal of and interest on which, together with any
beginning cash balance, shall be sufficient to pay the principal of and premium and interest on the Bonds
Being Refunded as the same becomes due at maturity or prior redemption as provided herein.
Any balance of the net proceeds of the Bonds remaining after creation of the trust for the
Bonds Being Refunded shall be transferred to the Debt Service Fund for the Bonds.
Section 6. Form of Bonds. The Bonds shall be issued in book-entry-only form and,
so long as the book-entry-only system is in effect, the Bonds shall be in substantially the form of Exhibit A
attached hereto and incorporated by reference herein, with such necessary and appropriate omissions,
insertions and variations as are permitted or required hereby or by the Purchase Agreement and are
approved by those officers executing the Bonds; execution thereof by such officers shall constitute
conclusive evidence of such approval. If the book-entry-only system is discontinued, the forms of the
Bonds shall be adjusted to accommodate the requirements of non-book-entry bonds.
The Bonds may have notations, legends or endorsements required by law, securities
exchange rule or usage. Each Bond shall show both the date of the issue and the date of such Bond's
authentication and registration. The Bonds are prohibited from being converted to coupon or bearer form
without the consent of the Mayor and Council and approval of bond counsel.
Section 7. Execution of Bonds and Other Documents.
A. The Bonds. The Bonds shall be executed for and on behalf of the Town by the
Mayor, attested by the Clerk and countersigned by the Accounting Supervisor by their manual or
facsimile signatures and the Town seal will be either photographically, mechanically or manually
imprinted, affixed or reproduced on the Bonds. If an officer whose signature is on a Bond no longer
holds that office at the time the Bond is authenticated and registered, such Bond shall nevertheless be
valid. A Bond shall not be valid or binding until authenticated by the manual signature of an authorized
representative of the Registrar. The signature of the authorized representative of the Registrar shall be
conclusive evidence that such Bond has been authenticated and issued pursuant to this resolution.
B. Purchase Agreement. The form of the Purchase Agreement, as presented to the
Council, is hereby approved and the Mayor, any member of the Council, the Town Manager or the
Accounting Supervisor is hereby authorized to execute the Purchase Agreement on behalf of the Town.
The Town Manager or the Accounting Supervisor shall cause the Purchase Agreement to be completed
to reflect the terms of the Bonds, including the price at which the Bonds are sold and provisions for
original issue premium or original issue discount with respect thereto. The execution and delivery of the
Purchase Agreement, as completed, by the Mayor, any member of the Council, the Town Manager or
the Accounting Supervisor shall be conclusive evidence of approval of such final terms and provisions.
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C. Registrar Contract. The form of Registrar's contract presented to the Mayor and
,,. Council and on file with the Town Clerk concerning duties of the Registrar, Transfer Agent and Paying
Agent for the Bonds is hereby approved and the Mayor, the Clerk, the Town Manager or the Accounting
Supervisor is hereby directed to execute such contract on behalf of the Town with such necessary and
appropriate omissions, insertions and variations as are permitted or required hereby and are approved by
those officers executing the documents and cause such respective contract to be delivered. Execution by
such officers shall constitute conclusive evidence of such approval.
D. Depository Trust Agreement. The form of Depository Trust Agreement, as
presented to Mayor and Council and on file with the Town, concerning the refunding of the Bonds
Being Refunded is hereby approved and the Mayor, the Clerk, the Town Manager or the Accounting
Supervisor is hereby directed to execute such contract on behalf of the Town with such necessary and
appropriate omissions, insertions and variations as are permitted or required hereby and are approved by
those officers executing the documents. Execution by such officers shall constitute conclusive evidence
of such approval and cause such respective contract to be delivered.
E. Continuing Disclosure Certificate. In order to comply with the provisions of the
Rule (as hereafter defined), unless an exemption from the terms and provisions of the Rule is applicable
to the Bonds, the Mayor, the Clerk, the Town Manager or the Accounting Supervisor is hereby
authorized and directed to prepare, execute and deliver on behalf of the Town a written agreement or
undertaking for the benefit of the Owners (including beneficial owners) of the Bonds. The written
agreement or undertaking shall contain such terms and provisions as are necessary to comply with the
Rule including, but not limited to (i)an agreement to provide to each nationally recognized municipal
securities information repository and to the Arizona state information depository, if one shall be so
designated by the State of Arizona, the financial information or operating data presented in the final
official statement as determined by mutual agreement between the Town and the underwriter and
audited financial statements of the Town and (ii)an agreement to provide material events disclosure to
national recognized municipal securities information repositories or to the state information depository
hereinafter designated and the Municipal Securities Rulemaking Board.
F. Official Statement. The preparation of a preliminary official statement in a form
that is deemed "final", as hereafter described, is hereby authorized and approved and its distribution by
the Underwriter is hereby authorized and approved. Such preliminary official statement shall be in a
form that is approved and deemed "final" for all purposes of Section 240.15c2-12, General Rules and
Regulations, Securities Exchange Act of 1934 (the "Rule"), by the Mayor, the Town Manager or the
Accounting Supervisor. The Town will cause a final official statement (the "Official Statement") in
substantially the form of the preliminary official statement referred to above to be prepared and
distributed with the Bonds upon initial issuance. The Mayor, the Town Manager or the Accounting
Supervisor are authorized to approve, execute and deliver the Official Statement on behalf of the Town
and the execution by such officer shall be deemed conclusive evidence of such approval. The
preliminary official statement and the Official Statement may be prepared in conjunction with, and may
be part of the same document, the preliminary official statement and the Official Statement for any other
bonds which may be issued by the Town.
Section 8. Mutilated, Lost or Destroyed Bonds. In case any Bond becomes
mutilated or destroyed or lost, the Registrar shall cause to be executed and delivered a new Bond of like
date and tenor in exchange and substitution for and upon the cancellation of the mutilated Bond or in
lieu of and in substitution for the Bond destroyed or lost, upon the owner's paying the reasonable
expenses and charges of the Town in connection therewith and, in the case of the Bond destroyed or
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lost, filing with the Registrar of evidence satisfactory to the Registrar that such Bond was destroyed or
lost, and furnishing the Registrar with a sufficient indemnity bond pursuant to § 47-8405, Arizona
Revised Statutes.
Section 9. Acceptance of Offer; Sale of Bonds; Purchase Agreement Approval.
The Underwriter proposes to purchase the Bonds pursuant to the Purchase Agreement submitted to and on
file with the Town and such proposal as supplemented by the final terms as contemplated by this resolution
is hereby accepted. When the final terms of the Bonds are known, the Purchase Agreement shall be
finalized. The Mayor, any member of the Council, the Town Manager or the Accounting Supervisor are
authorized and directed to cause the Purchase Agreement to be completed and executed; provided,
however,that the parameters of this resolution shall govern the Purchase Agreement and neither the Mayor,
any member of the Council, the Town Manager or the Accounting Supervisor is authorized to insert in the
Purchase Agreement any terms or conditions which would be contrary to this resolution. Upon the
completion, execution and delivery of the Purchase Agreement, the Bonds are ordered sold to the
Underwriter pursuant to the Purchase Agreement.
The Town Manager or the Accounting Supervisor is hereby authorized and directed to
cause the Bonds to be delivered to or upon the order of the Purchaser upon receipt of payment therefor
and satisfaction of the other conditions for delivery thereof in accordance with the terms of the Purchase
Agreement.
Section 10. Registrar and Paving Agent. The Town will maintain an office or
agency where Bonds may be presented for registration or transfer and an office or agency where Bonds
may be presented for payment (the "Paying Agent"). The Town Manager or the Accounting Supervisor
may appoint one or more co-registrars or one or more additional Paying Agents. The Registrar and
Paying Agent may make reasonable rules and set reasonable requirements for their respective functions
with respect to the owners of the Bonds.
Initially, Zions First National Bank shall act as Registrar and Paying Agent with respect to
the Bonds. The Town may change the Registrar or Paying Agent without notice to or consent of Owners of
the Bonds and the Town may act in any such capacity.
Each Paying Agent shall be required to agree in writing that the Paying Agent will hold
in trust for the benefit of the Owners of the Bonds all moneys held by the Paying Agent for the payment
of principal of and interest and any premium on the Bonds.
The Registrar may appoint an authenticating agent acceptable to the Town to
authenticate Bonds. An authenticating agent may authenticate Bonds whenever the Registrar may do so.
Each reference in this resolution to authentication by the Registrar includes authentication by an
authenticating agent acting on behalf and in the name of the Registrar and subject to the Registrar's
direction.
The Registrar shall keep a separate register for the Bonds, which will show the Owners
of the Bonds and any transfer of the Bonds. When Bonds are presented to the Registrar or a co-registrar
with a request to register transfer, the Registrar shall register the transfer on the registration books if its
requirements for transfer are met and shall authenticate and deliver one or more Bonds registered in the
name of the transferee of the same principal amount, maturity and rate of interest as the surrendered
kor Bonds. All transfer fees and costs shall be paid by the transferor. The "Record Date" for the Bonds
shall be the close of business of the Registrar on the fifteenth day of the month preceding an interest
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payment date or principal payment date, as applicable. The Registrar may, but shall not be required to,
Ilkaw transfer or exchange any Bonds during the period commencing on the Record Date to and including the
respective interest payment date. If the Registrar transfers or exchanges Bonds within the period
referred to above, interest on such Bonds shall be paid to the person who was the Owner at the close of
business of the Registrar on the Record Date as if such transfer or exchange had not occurred.
The Registrar shall authenticate Bonds for original issue up to the original principal
amount of the Bonds upon the written request of the Town Manager or the Accounting Supervisor. The
aggregate principal amount of Bonds outstanding at any time may not exceed those amounts except for
replacement Bonds as to which the requirements of the Registrar and the Town are met.
Section 11. Resolution a Contract. This resolution shall constitute a contract between
the Town and the Owners and shall not be repealed or amended in any manner which would impair,
impede or lessen the rights of the Owners of the Bonds then outstanding. The performance by the
Mayor and Council and the officers of the Town of the obligations in this resolution, the Bonds and the
other agreements listed in Section 7 of this resolution is hereby authorized and approved.
Section 12. Ratification of Actions. All actions of the officers and agents of the
Town which conform to the purposes and intent of this resolution and which further the issuance and
sale of the Bonds as contemplated by this resolution whether heretofore or hereafter taken are hereby
ratified, confirmed and approved. The proper officers and agents of the Town are hereby authorized and
directed to do all such acts and things and to execute and deliver all such documents on behalf of the
Town as may be necessary to carry out the terms and intent of this resolution.
Section 13. Bond Insurance or Credit Enhancement. The Town Manager or the
Accounting Supervisor is hereby authorized to expend or cause to be expended Bond proceeds to
purchase bond insurance or other credit enhancements for the Bonds if deemed to be in the Town's best
interest.
Section 14. Qualified Tax-Exempt Obligations. The Bonds may be designated
"qualified tax-exempt obligations" for purposes of Section 265(b)(3) of the Code and such designation
will appear in the closing certificates for the Bonds and in the final Official Statement for the Bonds.
Section 15. Tax Covenant. In consideration of the purchase and acceptance of the
Bonds by the Owners thereof and, as authorized by Arizona Revised Statutes, Title 35, Chapter 3,
Article 7, and in consideration of retaining the exclusion of interest income on the Bonds from gross
income for federal income tax purposes, the Town covenants with the Owners from time to time of the
Bonds to neither take nor fail to take any action which action or failure to act is within its power and
authority and would result in interest income on the Bonds becoming subject to inclusion as gross
income for federal income tax purposes under either laws existing on the date of issuance of the Bonds
or such laws as they may be modified or amended.
With respect to the Bonds herein authorized to be sold, the Town or a partner of Gust
Rosenfeld P.L.C.,bond counsel to the Town ("bond counsel"), is authorized to execute and file on behalf
of the Town information reporting returns and to file or deliver such other information as may be
required by Section 149(e) of the Code.
The Mayor and Council hereby agree that the Town will comply with such requirements
and will take any such actions as in the opinion of bond counsel are necessary to prevent interest income
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on the Bonds from becoming subject to inclusion in gross income for federal income tax purposes. Such
requirements may include but are not limited to making further specific covenants; making truthful
certifications and representations and giving necessary assurances; complying with all representations,
covenants and assurances contained in certificates or agreements to be prepared by bond counsel; to pay
to the United States of America any required amounts representing yield reduction payments or rebates
of arbitrage profits relating to the Bonds; filing forms, statements and supporting documents as may be
required under the federal tax laws; and limiting the term of and yield on investments made with
moneys relating to the Bonds.
Section 16. Redemption of Certain Prior Bonds. Some or all of the maturities of
the Prior Bonds may be refunded. Those selected for refunding are referred to herein as the Bonds
Being Refunded. The Mayor and Council hereby order that the maturities of the Bonds Being Refunded
and the times that the Bonds Being Refunded will be redeemed will be determined by the Town
Manager or the Accounting Supervisor and will be as set forth in the Official Statement.
Section 17. Severability. If any section, paragraph, subdivision, sentence, clause or
phrase of this resolution is for any reason held to be illegal, invalid or unenforceable, such decision will
not affect the validity of the remaining portions of this resolution. The Mayor and Council hereby
declare that this resolution would have been adopted and each and every other section, paragraph,
subdivision, sentence, clause or phrase hereof and authorized the issuance of the Bonds pursuant hereto
irrespective of the fact that any one or more sections, paragraphs, subdivisions, sentences, clauses or
phrases of this resolution may be held illegal, invalid or unenforceable.
Section 18. Emergency. The immediate operation of the provisions of this resolution
thir is necessary for the preservation of the public peace, health and safety and an emergency is hereby
declared to exist, and this resolution will be in full force and effect from and after its passage by the
Mayor and Council and it is hereby excepted from the referendum provisions of the Constitution.
PASSED, ADOPTED AND APPROVED by the Council of Town of Fountain Hills,
Arizona, on February 17, 2005.
Mayo
ATTEST:
4
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APPROVED AS TO FORM:
14e0N—c4/-
Bond Counse
Exhibit A: Bond Form
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CERTIFICATION
I, Bev Bender, the duly appointed and acting Town Clerk of the Town of Fountain Hills,
Arizona, do hereby certify that the above and foregoing Resolution No. 2005-19 was duly passed by the
Town Council of the Town of Fountain Hills, Arizona, at a regular meeting held on February 17, 2005,
and the vote was J' aye's and 0 nay's and that the Mayor and co Council Members were present
thereat.
DATED. /7, 2005.
d"
o lerk
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Town—GO Refunding
EXHIBIT A
Lof
(Form of Book-Entry-Only Bond)
Number: Denomination:
Unless this Bond is presented by an authorized representative of The Depository Trust Company,a New York corporation("DTC'),to the
Registrar(or any successor registrar)for registration of transfer,exchange,or payment,and any Bond issued is registered in the name of
Cede&Co.or in such other name as is requested by an authorized representative of DTC,(and any payment is made to Cede&Co.or to
such other entity as is requested by an authorized representative of DTC),any transfer,pledge,or other use hereof for value or otherwise by
or to any person is wrongful inasmuch as the registered owner hereof,Cede&Co.,has an interest herein.
TOWN OF FOUNTAIN HILLS, ARIZONA
GENERAL OBLIGATION REFUNDING BOND
SERIES 2005
Interest Maturity Original
Rate Date Dated Date CUSIP
July 1, 20_ 1, 2005
Registered Owner: Cede&Co.
Principal Amount: AND NO/100 DOLLARS ($ )
TOWN OF FOUNTAIN HILLS, ARIZONA (the "Town"), for value received, hereby
promises to pay to the registered owner identified above, or registered assigns as provided herein, on the
maturity date set forth above,the principal amount set forth above, and to pay interest on the unpaid principal
amount at the interest rate shown above.
INSERT CALL FEATURE HERE, IF APPLICABLE
Interest is payable on January 1 and July 1 of each year commencing January 1, 2006, and
will accrue from the most recent date to which interest has been paid, or, if no interest has been paid, from
the original dated date set forth above. Interest will be computed on the basis of a year comprised of 360
days consisting of twelve(12)months of thirty(30)days each.
Principal of and interest on this bond are payable in lawful money of the United States of
America. Interest payments and principal payments that are part of periodic principal and interest payments
shall be received by Cede & Co., as nominee of DTC, or its registered assigns in same-day funds no later
than the time established by DTC on each interest or principal payment date in accordance with existing
arrangements between the City and DTC.
It is hereby certified and recited that all conditions, acts and things required by the
Constitution and laws of the State of Arizona to exist, to occur and to be performed precedent to and in the
issuance of this bond exist,have occurred and have been performed and that the series of bonds of which this
is one, together with all other indebtedness of the Town, is within every debt and other limit prescribed by
the Constitution and laws of the State of Arizona, and that due provision has been made for the levy and
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collection of a direct, annual, ad valorem tax upon all of the taxable property in the Town for the payment of
this bond and of the interest hereon as each becomes due, as limited as described herein.
This bond is one of an issue of general obligation refunding bonds in the aggregate principal
amount of$ of like tenor except as to amount, maturity date, redemption provisions, interest
rate and number, issued by the Town to provide funds to refund certain previously issued and outstanding
bonds of the Town,pursuant to a resolution of the Mayor and Council of the Town duly adopted prior to the
issuance hereof(the "Resolution"), and pursuant to the Constitution and laws of the State of Arizona relative
to the issuance and sale of general obligation refunding bonds, and all amendments thereto, and all other laws
of the State of Arizona thereunto enabling.
For the punctual payment of this bond and the interest hereon and for the levy and collection
of ad valorem taxes on all taxable property within the Town sufficient for that purpose, the full faith and
credit of the Town are hereby irrevocably pledged; provided,however,that the total aggregate of taxes levied
to pay principal and interest on the issue of bonds of which this bond is one, 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
issue of bonds of which this bond is a part to the final date of maturity of the bonds being refunded; and subject,
further, to the rights vested in the owners of the bonds being refunded by the bonds of this issue to the payment
of such bonds being refunded from the same tax source in the event of a deficiency in the moneys and
obligations issued by or guaranteed by the United States of America purchased from the proceeds of the sale of
the bonds of this issue and placed in trust for the purpose of providing for payment of principal of and interest on
the bonds being refunded. The owner of this bond must rely on the sufficiency of the moneys and obligations
placed irrevocably in trust for payment of the bonds being refunded.
The registrar or paying agent may be changed by the Town without notice.
So long as the book-entry-only system is in effect, this bond is non-transferable. If the book-
entry-only system is discontinued, this bond is transferable by the registered owner in person or by attorney
duly authorized in writing at the designated office of the registrar, which on the original issue date is the
corporate trust office of upon surrender and cancellation of this bond.
Bonds of this issue will be issued only in fully registered form in the denomination of$5,000 of principal or
integral multiples thereof.
The Town, the registrar and the paying agent may treat the registered owner of this bond as
the absolute owner for the purpose of receiving principal and interest and for all other purposes and none of
them shall be affected by any notice to the contrary.
The Town has caused this bond to be executed by the Mayor, attested by the Clerk and
countersigned by the Accounting Supervisor, which signatures may be facsimile signatures and the Town
seal has been impressed on this bond. This bond is not valid or binding upon the Town without the manually
affixed signature of an authorized representative of the registrar. This bond is prohibited from being issued
in coupon or bearer form without the consent of the Town and the occurrence of certain other conditions.
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TOWN OF FOUNTAIN HILLS,ARIZONA
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Mayor
ATTEST:
Clerk
COUNTERSIGNED:
Accounting Supervisor
DATE OF AUTHENTICATION AND REGISTRATION:
AUTHENTICATION CERTIFICATE
This bond is one of the Town of Fountain Hills, Arizona, General Obligation Refunding
Bonds, Series 2005, described in the resolution mentioned herein.
as Registrar
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Authorized Representative
(INSERT INSURANCE STATEMENT HERE,IF APPLICABLE)
FORM OF ASSIGNMENT
The following abbreviations, when used in the inscription on the face of this bond, shall be
construed as though they were written out in full according to applicable laws or regulations:
TEN COM-as tenants in common UNIF GIFT/TRANS MIN ACT- Custodian
TEN ENT-as tenants by the entireties (Cust) (Minor)
JT TEN-as joint tenants with right of survivorship under Uniform Gifts/Transfers to Minors Act (State)
and not as tenants in common
Additional abbreviations may also be used though not in list above
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ASSIGNMENT
itele
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto
(Name and Address of Transferee)
the within bond and all rights thereunder, and hereby irrevocably constitutes and appoints
, attorney to transfer the within bond on the books
kept for registration thereof, with full power of substitution in the premises.
Dated
Note:The signature(s)on this assignment must correspond with the
name(s)as written on the within registered bond in every particular
without alteration or enlargement or any change whatsoever.
Signature Guaranteed:
Firm or Bank
Authorized Signature
Signature guarantee should be made by a guarantor institution
participating in the Securities Transfer Agents Medallion Program
or in such other program acceptable to the Registrar
ALL FEES AND TRANSFER COSTS SHALL BE PAID BY THE TRANSFEROR
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