HomeMy WebLinkAbout16 - Hoag Bonds��WPORr CITY OF
NEWPORT BEACH
City Council Staff Report
Agenda Item No. 16
January 8, 2013
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Finance Department
Dan Matusiewicz, Finance Director
(949) 644 -3126 or danm @newportbeachca.gov
PREPARED BY: Dan Matusiewicz, Finance Director
APPROVED: A
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TITLE: Adopt Resolution 2013- 4 Amending the Indenture for the City's
Hoag Memorial Hospital Presbyterian Revenue Bonds, Series
2009B, C, D, and E
ABSTRACT:
Hoag Memorial Hospital Presbyterian ( "Hoag ") desires the City's assistance in
modifying the 2009 Bond Indenture under . which the above - referenced 2009 Bonds
were issued to allow more flexibility in setting interest rates following a mandatory
tender of those Bonds on February 6, 2013. The City is a party to the Bond Indenture
so must approve any amendments.
RECOMMENDATION:
Adopt Resolution 2013 -4 authorizing amendments to the bond indenture for the City of
Newport Beach Revenue Bonds (Hoag Memorial Hospital Presbyterian), Series 2009B,
C, D, and E.
FUNDING REQUIREMENTS:
There is no fiscal impact related to this item.
DISCUSSION:
The City acted as the conduit issuer of the above 2009 tax - exempt bonds for the purpose
of financing certain Hoag capital projects. The remaining bonds under the 2009 Bond
Indenture total $70,980,000 in principal amount. The Bonds were issued on June 1, 2009,
under a Bond Indenture (dated June 1, 2009) between the City and Wells Fargo Bank, as
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Adopt Resolution 2013 -4 Amending the Indenture for the City's Hoag Memorial
Hospital Presbyterian Revenue Bonds, Series 2009 B, C, D, and E
January 8, 2013
Page 2
bond trustee. The Bonds were set with an initial interest rate period that expires on
February 6, 2013. The bondholders are required to tender their bonds for purchase, at
which time a new interest rate period would begin and new bondholders would purchase
the bonds. The 2009 Bond Indenture provided for several different interest rate modes
and detailed the conditions required to convert to a new interest rate period. If Hoag
chose to convert to one of those modes under the existing document, the City would not
need to be involved.
Hoag has been negotiating what it believes to be a favorable arrangement with a private
purchaser interested in buying all of the Bonds on February 7, 2013. The proposed
purchaser requests that interest for a 3 -year period vary based on a designated LIBOR
index. However, the details of such a floating index rate are not in the current version of
the 2009 Bond Indenture. Hoag requests the City (and the bond trustee) approve
amendments to the 2009 Bond Indenture to provide Hoag a desirable interest rate
methodology which would also avoid any risk of tender during the next three years.
The proposed resolution authorizes officers of the City to execute and deliver an Amended
and Restated Bond Indenture for the 2009 Bonds that includes provisions for an Index
Rate interest mode. There would be no change in the limited liability of, protections for
and indemnification granted to the City in the original bond documents.
The City has been represented by Orrick, Herrington & Sutcliffe LLP, as bond counsel, on
the preparation of the Amended and Restated Bond Indenture and related documents.
If the City does not cooperate with Hoag in amending the 2009 Bond Indenture, Hoag is
likely to pay more in interest on the Bonds over the next interest rate period and may have
to incur additional costs to negotiate liquidity support for a new variable rate interest mode
already included in the 2009 Bond Indenture.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find this action is not subject to the California
Environmental Quality Act ( "CEQA ") pursuant to Sections 15060(c)(2) (the activity will
not result in a direct or reasonably foreseeable indirect physical change in the
environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378)
of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it
has no potential for resulting in physical change to the environment, directly or
indirectly.
NOTICING:
The agenda item has been noticed according to the Brown Act (72 hours in advance of
the meeting at which the City Council considers the item).
E
Adopt Resolution 2013 -4 Amending the Indenture for the City's Hoag Memorial
Hospital Presbyterian Revenue Bonds, Series 2009 B, C, D, and E
January 8, 2013
Page 3
Submitted by:
l
Dan Matusiewicz
Finance Director
Attachments: A. Resolution 2013- 4
B. Amended and Restated Bond Indenture
RESOLUTION NO. 2013-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH AUTHORIZING AMENDMENTS TO THE BOND INDENTURE
FOR THE CITY OF NEWPORT BEACH REVENUE BONDS (HOAG
MEMORIAL HOSPITAL PRESBYTERIAN), SERIES 2009B, C, D AND E
WHEREAS, the City of Newport Beach (the "City ") is a municipal corporation and
charter city duly organized and existing under a freeholders' charter pursuant to which the
City has the right and power to make and enforce all laws and regulations in respect of
municipal affairs and certain other matters in accordance with and as more particularly
provided in Sections 3, 5 and 7 of Article XI of the Constitution of the State of California
and Section 200 of Article II of the Charter of the City (the "Charter'); and
WHEREAS, the City Council of the City, acting under and pursuant to the powers
reserved to the City under Sections, 3, 5, and 7 of Article XI of the Constitution of the
State of California and Section 200 of Article II of the Charter, has found that the public
interest and necessity require the establishment of a program for the authorization,
issuance and sale of revenue bonds or notes by the City for the purposes of making loans
such as those described herein: and
WHEREAS, the City pursuant to Ordinance No. 85 -23 and 84 -4, has adopted the
Health Care and Recreation Facilities Revenue Bond Ordinance of the City of Newport
Beach (the "Law ") to establish procedures for the authorization, issuance and sale of
such revenue bonds or notes; and
WHEREAS, Hoag Memorial Hospital Presbyterian, a California nonprofit public
benefit corporation (the "Corporation "), requested that the City issue, and the City did
issue and deliver on June 1, 2009, its Revenue Bonds (Hoag Memorial Hospital
Presbyterian), Series 2009A, B, C and D (the "2009 Bonds "); and
WHEREAS, the loan made with the proceeds of said 2009 Bonds to the
Corporation in 2009 was found to promote the purposes of the Law by providing funds
to finance and refinance the cost of acquiring, constructing, rehabilitating or improving
the health facilities owned and operated by the Corporation and located within the City;
and
WHEREAS, the 2009 Bonds designated as Series 2009B and Series 2009C
were redeemed in full with proceeds of City of Newport Beach Revenue Bonds (Hoag
Memorial Hospital Presbyterian), Series 2011; and
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WHEREAS, as of the date of this Resolution, the Series 2009D Bonds and Series
2009E Bonds (together, the "Bonds ") remain outstanding in the principal amount of
$35,490,000 for each of the two Series; and
WHEREAS, the Bonds were issued pursuant to the terms of a bond indenture,
dated as of June 1, 2009 (the "Original Indenture "), between the City and Wells Fargo
Bank, National Association, as bond trustee (the "Trustee ") and have previously borne
interest at a Long -Term Interest Rate due to end on February 7, 2013; and
WHEREAS, the Bonds of each Series may bear interest at a Daily Interest Rate,
a Weekly Interest Rate, an Intermediate -Term Interest Rate, a Long -Term Interest
Rate, Bond Interest Term Rates or Remarketing Window Interest Rates; and
WHEREAS, the Corporation has requested that the City amend and modify the
Original Indenture to provide that the Bonds of each Series may bear interest at an
Index Rate; and
WHEREAS, Section 9.01(B)(8) of the Original Indenture provides that the
provisions of the Original Indenture may be modified or amended from time to time
without the necessity of obtaining the consent of any Bondholders for the purpose of
making any change to the Original Indenture that will be effective upon the mandatory
tender and remarketing of all the Bonds then Outstanding in accordance with the terms
of the Original Indenture; and
WHEREAS, the Bonds are subject to mandatory tender and remarketing
pursuant to Section 4.08 of the Original Indenture on February 7, 2013, and Banc of
America Public Capital Corp, at the request of the Corporation, has agreed to purchase
all of the Outstanding Bonds on February 7, 2013, subject to certain conditions; and
WHEREAS, there has been presented to this meeting a proposed form of an
Amended and Restated Bond Indenture, dated February 7, 2013 (the "Amended
Indenture ") between the City and the Trustee;
NOW, THEREFORE, the City Council of the City of Newport Beach resolves as
follows:
Section 1. The form, terms and provisions of the Amended Indenture be
and they hereby are approved, and the Mayor, the City Manager, the Finance Director or
the designee of any of them is hereby authorized and empowered to execute and the City
Clerk or the City Clerk's designee is hereby authorized and empowered to attest and
deliver to the Trustee the Amended Indenture, in substantially the form thereof presented
to and considered at this meeting, with such changes as may be approved by the official
executing the same, such approval to be conclusively evidenced by execution thereof.
s
Section 2. The Mayor, the City Manager, the Finance Director, the City
Clerk or the designee of any of them (each of whom may sign by facsimile signature) are
hereby authorized and directed to execute, in the name and on behalf of the City, the
Bonds in the form set out in the Amended Indenture and to cause such amended Bonds
to be delivered to the Trustee for authentication and delivery.
Section 3. The Mayor, the City Manager, the Finance Director, the City
Clerk or the designee of any of them are hereby authorized and directed, jointly and
severally, to do any and all things, and to execute and deliver any and all documents or
certificates which they may deem necessary or advisable, including (but not limited to) a
closing certificate of the City, a supplemental tax agreement, a new IRS Form 8038, in
order to consummate the remarketing or placement and purchase of the Bonds in
accordance with the Amended Indenture and otherwise to carry out, give effect to and
comply with the terms and intent of this Resolution, the documents referred to herein and
the actions approved hereby, it being the intent of this Resolution that the City Manager
should administer the Bonds and the transactions contemplated by the agreements
approved hereby in such manner as determined in the best interest of the City without
further action of the City Council, provided such action does not subject the City to any
out of pocket expenses and is subject to the indemnity of the Corporation substantially in
the manner provided in the Original Loan Agreement relating to the Bonds, dated June 1,
2009, between the City and the Corporation.
Section 4. The City Clerk shall certify to the passage of this Resolution by
the City Council of the City of Newport Beach.
Section 5. This Resolution shall take effect from and after its date of
adoption.
ADOPTED this 8th day of January, 2013.
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
E
CITY OF NEWPORT BEACH
M
WELLS FARGO BANK, NATIONAL ASSOCIATION,
as Bond Trustee
AMENDED AND RESTATED BOND INDENTURE
Dated as of June 1, 2009
And Amended and Restated as of February 7, 2013
Relating to
$144,190,000 Original Principal Amount
CITY OF NEWPORT BEACH REVENUE BONDS
(HOAG MEMORIAL HOSPITAL PRESBYTERIAN)
SERIES 2009B, 2009C, 2009D AND 2009E
OHSUSA:752280284.4
OHS Draft 12/20/12
This BOND INDENTURE, made and entered into as of June 1, 2009, and
amended and restated as of February 7, 2013, is by and between the CITY OF NEWPORT
BEACH, a municipal corporation and charter city duly organized and existing under a
freeholder's charter under the Constitution and the laws of the State of California (the "City"),
and WELLS FARGO BANK, NATIONAL ASSOCIATION, a national banking association
organized and existing under the laws of the United States of America, being qualified to accept
and administer the trusts hereby created (the "Bond Trustee ");
WITNESSETH:
WHEREAS, the City is a municipal corporation and charter city duly organized
and existing under a freeholder's charter under the Constitution and the laws of the State of
California, and pursuant to the Charter of the City (as it may from time to time be amended,
hereinafter called the "Charter") has the right and power to make and enforce all laws and
regulations in respect to municipal affairs and certain other matters in accordance with and as
more particularly provided in Sections 3, 5 and 7 of Article XI of the Constitution of the State of
California and Section 200 of Article II of the Charter, and pursuant to such right and power the
City Council of the City adopted Ordinance No. 85 -23 and 84 -4 (said Ordinances, as the same
may from time to time be amended, being hereafter called the "Law ");
WHEREAS, the City is authorized under the Law to issue its bonds for the
purpose of making secured or unsecured loans to any participating health institution (as defined
in the Law) for the cost (as defined in the Law) of acquiring, constructing, rehabilitating or
improving a health facility (as defined in the Law) or financing thereof or working capital
therefor, including reimbursement of costs already expended for such purpose, and for
refinancing outstanding obligations of such participating health institution incurred to finance the
cost of acquiring, constructing, rehabilitating or improving a health facility or financing working
capital for such health facility, all for the purposes set forth in the Law;
WHEREAS, Hoag Memorial Hospital Presbyterian, a California nonprofit public
benefit corporation (the "Corporation "), requested the assistance of the City in the financing and
refinancing of the acquisition, construction and equipping of health facilities located within the
City;
WHEREAS, the City previously provided such assistance through the issuance of
its Insured Revenue Bonds (Hoag Memorial Hospital Presbyterian) Series 2007D (the "2007
Prior Bonds "), and its Refunding Revenue Bonds (Hoag Memorial Hospital Presbyterian) Series
2008A and Series 2008B (the "2008 Prior Bonds" and together with the 2007 Prior Bonds, the
"Prior Bonds ");
WHEREAS, the Corporation requested the assistance of the City in the refunding
of the outstanding Prior Bonds;
WHEREAS, the Corporation requested the assistance of the City in the
acquisition, construction, and equipping of health facilities located within the City;
WHEREAS, after due investigation and deliberation, the City approved said
request and authorized the issuance of its Revenue Bonds (Hoag Memorial Hospital
011SUSA:752280284.4
8
Presbyterian), Series 2009B, 20090, 2009D and 2009E (collectively, the "2009 Variable Rate
Bonds ") in the aggregate principal amount of $144,190,000 pursuant to a bond indenture, dated
as of June 1, 2009 (the "Original Indenture "), between the City and the Bond Trustee, together
with its Revenue Bonds (Hoag Memorial Hospital Presbyterian), Series 2009A, in the aggregate
principal amount of $66,835,000, to provide such assistance to the Corporation in accordance
with the Law;
WHEREAS, the City duly entered into a loan agreement, dated as of
June 1, 2009, with the Corporation specifying the terms and conditions of a loan by the City to
the Corporation of the proceeds of the 2009 Variable Rate Bonds and of the payment by the
Corporation to the City of amounts sufficient for the payment of the principal of and interest and
premium, if any, on the 2009 Variable Rate Bonds, the Tender Price, under circumstances
described therein, and certain related expenses;
WHEREAS, pursuant to a master trust indenture, dated as of May 1, 2007 (the
"Master Indenture "), between the Corporation, Newport Healthcare Center LLC, a California
limited liability company ( "NHC" ), the sole corporate member for which is the Corporation, and
Wells Fargo Bank, National Association, as master trustee (the "Master Trustee "), and a
Supplemental Master Indenture for Obligation No. 8, dated as of June 1, 2009, between the
Corporation and the Master Trustee ( "Supplement No. 8 "), the Corporation has issued its
Obligation No. 8 to evidence the joint and several obligation of the Members to make all
payments required of the Corporation under the Loan Agreement, including amounts sufficient
to pay the principal of and premium, if any, and interest on the 2009 Variable Rate Bonds, the
Tender Price, under circumstances described therein, and certain related expenses;
WHEREAS, to provide for the authentication and delivery of the 2009 Variable
Rate Bonds, to establish and declare the terms and conditions upon which the 2009 Variable Rate
Bonds were issued and secured and to secure the payment of the principal (or Redemption Price)
thereof and interest thereon, the City authorized the execution and delivery of the Original
Indenture; and
WHEREAS, the 2009 Variable Rate Bonds, and the Bond Trustee's certificate of
authentication and assignment to appear thereon, shall be in substantially the following forms,
respectively, with necessary or appropriate variations, omissions and insertions, as permitted or
required by this Bond Indenture:
OHSUSA:752280284.4 2
9
FORM OF BOND
NUMBER PRINCIPAL AMOUNT
R- $
CITY OF NEWPORT BEACH
REVENUE BOND
(HOAG MEMORIAL HOSPITAL PRESBYTERIAN)
SERIES 2009
MATURITY DATE INTEREST RATE DATED CUSIP NUMBER
Variable June 1, 2009
REGISTERED HOLDER: Cede & Co.
CITY OF NEWPORT BEACH, a municipal corporation and charter city duly
organized and existing under a freeholder's charter under the Constitution and the laws of the
State of California, (the "City"), for value received, hereby promises to pay (but only out of the
Revenues and other assets pledged therefor as hereinafter mentioned) to the Registered Holder
specified above or registered assigns, on the Maturity Date specified above (unless this Bond
shall have been previously called for redemption in whole or in part and payment of the
Redemption Price (as hereinafter provided) shall have been duly made), the Principal Amount
specified above, in lawful money of the United States of America; and to pay interest thereon
(but only from said Revenues and other assets pledged therefor) in like lawful money from the
date hereof until payment of such principal sum shall be discharged as provided in the Bond
Indenture hereinafter mentioned, at the rates per annum determined as set forth below, payable
on each Interest Payment Date (as defined below). The principal (or Redemption Price) hereof is
payable at the designated corporate trust office of Wells Fargo Bank, National Association
(together with any successor Bond Trustee as provided in the Bond Indenture, as defined below,
the "Bond Trustee "). Interest hereon is payable by check mailed on each Interest Payment Date
to the Holder hereof as of the close of business on the Record Date (as hereinafter defined) at the
address appearing on the bond registration books maintained by the Bond Trustee; provided,
however, that in the case of Bonds bearing interest at Bond Interest Term Rates (as hereinafter
described), or Bonds bearing interest other than at a Bond Interest Term Rate for a Holder who
owns an aggregate principal amount in excess of $1,000,000 of Bonds as shown on the
registration books maintained by the Bond Trustee and who, prior to the Record Date next
preceding any Interest Payment Date, shall have provided the Bond Trustee with written wire
transfer instructions, in accordance with such written wire transfer instructions and the Bond
Indenture, provided that while this Bond bears interest at Bond Interest Term Rates, except if
registered in the name of the Securities Depository (as defined in the Bond Indenture), interest
payable hereon is payable only upon presentation hereof to the Bond Trustee, at its Principal
Office (hereinafter identified).
THIS BOND IS A LIMITED OBLIGATION OF THE CITY PAYABLE
SOLELY FROM PAYMENTS REQUIRED TO BE MADE PURSUANT TO THE LOAN
OHSUSA:752280284.4 3
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AGREEMENT AND BY THE OBLIGATED GROUP PURSUANT TO OBLIGATION NO. 8
ISSUED PURSUANT TO THE MASTER INDENTURE. NEITHER THE STATE OF
CALIFORNIA NOR THE CITY SHALL BE OBLIGATED TO PAY THE PRINCIPAL OF
THIS BOND, OR THE PREMIUM OR INTEREST THEREON OR THE TENDER PRICE
THEREOF, EXCEPT FROM THE FUNDS PROVIDED UNDER THE LOAN AGREEMENT,
OBLIGATION NO. 8 AND THE BOND INDENTURE, AND NEITHER THE FAITH AND
CREDIT NOR THE TAXING POWER OF THE CITY, THE STATE OF CALIFORNIA OR
OF ANY POLITICAL SUBDIVISION THEREOF, IS PLEDGED TO THE PAYMENT OF
THE PRINCIPAL OF OR THE PREMIUM OR INTEREST ON THIS BOND OR THE
TENDER PRICE THEREOF. THE ISSUANCE OF THIS BOND SHALL NOT DIRECTLY
OR INDIRECTLY OR CONTINGENTLY OBLIGATE THE CITY, THE STATE OF
CALIFORNIA OR ANY POLITICAL SUBDIVISION THEREOF TO LEVY OR TO PLEDGE
ANY FORM OF TAXATION OR TO MAKE ANY APPROPRIATION FOR THEIR
PAYMENT.
The Record Date means (i) with respect to any Bonds bearing interest at a Daily
Interest Rate (as hereinafter described), a Weekly Interest Rate (as hereinafter described), a
Remarketing Window Interest Rate (as hereinafter defined) or a Bond Interest Term Rate (as
hereinafter described), the Business Day (as hereinafter described) immediately preceding the
related Interest Payment Date, and (ii) with respect to any Bonds bearing interest at a Long -Term
Interest Rate, the 15th day of the calendar month immediately preceding the calendar month in
which such Interest Payment Date falls or, in the event that an Interest Payment Date shall occur
less than 15 days after the first day of a Long -Term Interest Rate Period, such first day (each a
"Record Date "). If available funds are insufficient on any Interest Payment Date to pay the
interest then due, such interest shall continue to accrue thereon but shall cease to be payable to
the Holders shown on the registration books of the Bond Trustee as of the related Record Date.
If sufficient funds for the payment of the overdue interest thereafter become available, the Bond
Trustee shall establish a special interest payment date (any such date being herein referred to as a
"Special Interest Payment Date ") on which such overdue interest shall be paid and a special
record date for determining the Bondholders entitled to such payments (any such date shall be a
Business Day and shall be referred to as a "Special Record Date "), shall mail a notice of each
such date to each Holder at least ten days prior to the Special Record Date, but not more than
thirty days prior to the Special Interest Payment Date, and shall pay the overdue interest to the
Holders on the Special Interest Payment Date.
This Bond is issuable in denominations of $100,000 or any integral multiple of
$5,000 in excess of $100,000 for Bonds during the Daily Interest Rate Period, Short-Term
Interest Rate Period, Remarketing Window Interest Rate Period, Index Rate Period or Weekly
Interest Rate Period. During the Long -Term Interest Rate Period, this Bond shall be issuable in
denominations of $5,000 or any integral multiple thereof.
This Bond is one of a duly authorized issue of bonds of the City designated as
"City of Newport Beach Revenue Bonds (Hoag Memorial Hospital Presbyterian), Series
2009_" (the "Series 2009 Bonds "), limited in aggregate principal amount to $ , and
issued pursuant to the provisions of Ordinance No. 85 -23 and 84 -4 of the City (the "Law ") and a
bond indenture, dated as of June 1, 2009, as amended and restated as of February 7, 2013,
between the City and the Bond Trustee (the `Bond Indenture "). The Series 2009_ Bonds are
OHSUSA:752280284.4 4
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issued under the Bond Indenture on a parity with bonds of the City designated as "City of
Newport Beach Revenue Bonds (Hoag Memorial Hospital Presbyterian), Series 2009_" (the
"Series 2009_ Bonds "), Series 2009" (the "Series 2009 Bonds ") and Series 2009_" (the
"Series 2009_ Bonds "). The Series 2009_ Bonds, the Series 2009_ Bonds, the Series 2009_
Bonds and the Series 2009_ Bonds are collectively referred to as the "Bonds." The Bonds are
issued for the purpose of making a loan to Hoag Memorial Hospital Presbyterian, a California
nonprofit public benefit corporation (the "Corporation "), pursuant to a loan agreement, dated as
of June 1, 2009 (the "Loan Agreement'), between the City and the Corporation, for the purposes
and on the terms and conditions set forth therein.
Reference is hereby made to the Bond Indenture (a copy of which is on file at said
designated corporate trust office of the Bond Trustee) and all indentures supplemental thereto, to
the Loan Agreement (a copy of which is on file at said designated corporate trust office of the
Bond Trustee) and to the Law for a description of the rights thereunder of the Holders of the
Bonds, of the nature and extent of the security, of the rights, duties and immunities of the Bond
Trustee and of the rights and obligations of the City thereunder, to all the provisions of which
Bond Indenture and Loan Agreement the Holder of this Bond, by acceptance hereof, assents and
agrees. Capitalized terms not otherwise defined herein have the meanings set forth in the Bond
Indenture.
The Bonds and the interest thereon are payable from Revenues (as that term is
defined in the Bond Indenture) and are secured by a pledge and assignment of said Revenues and
of amounts held in the funds and accounts established pursuant to the Bond Indenture (other than
the Bond Purchase Fund and the Rebate Fund), subject only to the provisions of the Bond
Indenture permitting the application thereof for the purposes and on the terms and conditions set
forth in the Bond Indenture. The Bonds are further secured by an assignment of the right, title
and interest of the City in the Loan Agreement (to the extent and as more particularly described
in the Bond Indenture) and in Obligation No. 8, dated as of the date of initial delivery of the
Bonds, and issued by the Corporation, pursuant to the terms of a master trust indenture, dated as
of May 1, 2007, (the "Master Indenture "), between the Corporation, Newport Healthcare Center
LLC, a California limited liability company, the sole corporate member of which is the
Corporation, and Wells Fargo Bank, National Association, as Master Trustee (herein called the
"Master Trustee ") and a supplemental master indenture, dated as of June 1, 2009, between the
Corporation and the Master Trustee.
The term of the Series 2009_ Bonds will be divided into consecutive Interest
Rate Periods during each of which the Series 2009_ Bonds shall bear interest at a Daily Interest
Rate (a "Daily Interest Rate Period "), a Weekly Interest Rate (a "Weekly Interest Rate Period "),
a Long -Term Interest Rate (a "Long -Term Interest Rate Period "), a Remarketing Window
Interest Rate (a "Remarketing Window Interest Rate Period "), an Index Rate Period (an "Index
Rate Period ") or Bond Interest Term Rates for one or more consecutive Bond Interest Terms (a
"Short-Term Interest Rate Period "). Under the conditions set forth in the Bond Indenture, Bonds
bearing interest at a Long -Term Interest Rate for a period of ten years or less may be designated
as bearing interest at an Intermediate -Term Interest Rate. The Interest Rate Period on the Series
2009_ Bonds thereafter may be adjusted from time to time to a Daily Interest Rate Period, a
Weekly Interest Rate Period, a Remarketing Window Interest Rate Period, an Index Rate Period,
a Short-Term Interest Rate Period or a Long -Term Interest Rate Period and thereafter again
OHSUSA:752280284.4 S
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adjusted as described in the Bond Indenture. As hereinafter described, the Series 2009_ Bonds
are subject to mandatory purchase on the first day of any Interest Rate Period.
During any Daily Interest Rate Period or Index Rate Period, interest on this Bond
shall be payable on each Interest Payment Date for the period commencing on the immediately
preceding Interest Accrual Date and ending on the day immediately preceding the next Interest
Payment Date. During any Weekly Interest Rate Period for the Series 2009_ Bonds, interest on
the Series 2009_ Bonds shall be payable on each Interest Payment Date for the period
commencing on the immediately preceding Interest Accrual Date (or, if any Interest Payment
Date is not a Wednesday, commencing on the second preceding Interest Accrual Date) and
ending on the Tuesday immediately preceding the Interest Payment Date (or, if sooner, the last
day of the Weekly Interest Rate Period). During any Remarketing Window Interest Rate Period
for the Series 2009_ Bonds, interest on the Bonds shall be payable on each Interest Payment
Date for the period commencing on the immediately preceding Interest Accrual Date (or, if any
Interest Payment Date is not a Thursday, commencing on and including the second preceding
Interest Accrual Date) and ending on and including the Wednesday immediately preceding the
Interest Payment Date (or, if sooner, the last day of the Remarketing Window Interest Rate
Period). During any Short-Term Interest Rate Period or Long -Term Interest Rate Period for the
Series 2009 Bonds, interest on this Bond shall be payable on each Interest Payment Date for the
period commencing on the immediately preceding Interest Accrual Date and ending on the day
immediately preceding such Interest Payment Date. In any event, interest on this Bond shall be
payable for the final Interest Rate Period to the date on which this Bond shall have been paid in
full. Interest shall be computed, in the case of a Long -Term Interest Rate Period, on the basis of
a 360 -day year consisting of twelve 30 -day months, in the case of any other Interest Rate Period
(other than the Index Rate Period), on the basis of a 365- or 366 -day year, as appropriate, and the
actual number of days elapsed, and in the case of an Index Rate Period, on the basis of a 360 -day
year for the actual number of days elapsed.
The tern "Interest Accrual Date" means (i) with respect to any Weekly Interest
Rate Period, the first day thereof and, thereafter, the first Wednesday of each calendar month
during such Weekly Interest Rate Period (whether or not a Business Day), (ii) with respect to any
Daily Interest Rate Period, Index Rate Period or Long -Term Interest Rate Period, the first day
thereof and, thereafter, each Interest Payment Date in respect thereof, other than the last such
Interest Payment Date, (iii) with respect to each Remarketing Window Interest Rate Period, the
first day thereof and, thereafter, the first Thursday of each calendar month during such
Remarketing Window Interest Rate Period, and (iv) with respect to each Bond Interest Term
within a Short-Term Interest Rate Period, the first day thereof. The term "Interest Payment
Date" means (i) with respect to any Daily Interest Rate Period or the Index Rate Period, the first
Business Day of each month, (ii) with respect to any Weekly Interest Rate Period, the first
Wednesday of each calendar month or, if such first Wednesday shall not be a Business Day, the
next succeeding Business Day, (iii) with respect to any Long -Term Interest Rate Period, each
June I and December 1, commencing on or after December 1, 2009, provided that if any such
June 1 or December 1 is not a Business Day, the next succeeding Business Day, (iv) with respect
to any Remarketing Window Interest Rate Period, the first Thursday of each calendar month, or
if the first Thursday is not a Business Day, the next succeeding Business Day, (v) with respect to
any Bond Interest Term, the day next succeeding the last day thereof, (vi) with respect to any
Interest Rate Period that is different than the immediately preceding Interest Rate Period, the first
OHSUSA:752280284.4 6
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day thereof, and (vii) with respect to each Bond, the Maturity Date of such Bond. The term
"Business Day" any day other than a Saturday, Sunday or a day on which banks located in (a)
the State of California or the State of New York, (b) the city or cities in which the principal
corporate trust office of the Trustee and the Tender Agent is located, (c) the city or cities in
which the office of the Credit Facility Provider and/or Liquidity Facility Provider at which
drawings under the Credit Facility and /or Liquidity Facility are to be presented is located, and (d)
the city in which the principal office of each Remarketing Agent is located, are required or
authorized to remain closed or on which The New York Stock Exchange is closed.
The interest rate on the Series 2009 Bonds shall be determined as follows:
(1) Daily Interest Rates. During each Daily Interest Rate
Period this Bonds shall bear interest at the Daily Interest Rate, which shall be determined
by the Remarketing Agent by no later than 10:00 a.m., New York City time, on each
Business Day. The Daily Interest Rate shall be the rate of interest per annum determined
by the Remarketing Agent to be the minimum interest rate which, if borne by the
Series 2009_ Bonds, would enable the Remarketing Agent to sell the Series 2009_ Bonds
on the effective date of such rate at a price (without regarding accrued interest) equal to
the principal amount thereof. In the event that the Remarketing Agent fails to establish a
Daily Interest Rate for any Business Day, then the Daily Interest Rate for such Business
Day shall be the same as the Daily Interest Rate for the immediately preceding Business
Day if the Daily Interest Rate for such preceding Business Day was determined by the
Remarketing Agent. Subject to the Indenture, in the event that the Daily Interest Rate for
the immediately preceding Business Day was not determined by the Remarketing Agent,
or in the event that the Daily Interest Rate determined by the Remarketing Agent shall be
held to be invalid or unenforceable by a court of law, then the interest rate for such
Business Day shall be equal to 110% of the SIFMA Swap Index on the day such Daily
Interest Rate would otherwise be determined as provided in the Bond Indenture for such
Daily Interest Rate Period, until the Remarketing Agent is able to set the rate as required
under the Bond Indenture.
(2) Weekly Interest Rate. During each Weekly Interest Rate
Period, this Bond shall bear interest at the Weekly Interest Rate, which shall be
determined by the Remarketing Agent by no later than 5:00 p.m., New York City time,
on Tuesday of each week during such Weekly Interest Rate Period or if such day shall
not be a Business Day, then on the next succeeding Business Day. The first Weekly
Interest Rate for each Weekly Interest Rate Period shall be determined on or prior to the
first day of such Weekly Interest Rate Period and shall apply to the period commencing
on the first day of such Weekly Interest Rate Period and ending on the next succeeding
Tuesday (whether or not a Business Day). Thereafter, each Weekly Interest Rate shall
apply to the period commencing on the first Wednesday on or after the date of
determination thereof (whether or not a Business Day) and ending on the next succeeding
Tuesday (whether or not a Business Day), unless such Weekly Interest Rate Period shall
end on a day other than a Tuesday, in which event the last Weekly Interest Rate for such
Weekly Interest Rate Period shall apply to the period commencing on the Wednesday
(whether or not a Business Day) preceding the last day of such Weekly Interest Rate
Period and ending on the last day of such Weekly Interest Rate Period. The Weekly
OHSUSA:752280284.4 7
14
Interest Rate shall be the rate of interest per annum determined by the Remarketing Agent
to be the minimum interest rate which, if borne by the Series 2009_ Bonds, would enable
the Remarketing Agent to sell the Series 2009_ Bonds on the effective date and at the
time of such determination at a price (without regard to accrued interest) equal to the
principal amount thereof In the event that the Remarketing Agent fails to establish a
Weekly Interest Rate for any week, then the Weekly Interest Rate for such week shall be
the same as the Weekly Interest Rate for the immediately preceding week if the Weekly
Interest Rate for such preceding week was determined by the Remarketing Agent. In the
event that the Weekly Interest Rate for the immediately preceding week was not
determined by the Remarketing Agent, or in the event that the Weekly Interest Rate
determined by the Remarketing Agent shall be held to be invalid or unenforceable by a
court of law, then the interest rate for such week shall be equal to 110% of the SIFMA
Swap Index on the day such Weekly Interest Rate would otherwise be determined as
provided in the Bond Indenture for such Weekly Interest Rate Period, until the
Remarketing Agent is able to set the rate as required under the Bond Indenture.
(3) Long -Term Interest Rate. During each Long -Term Interest
Rate Period, this Bond shall bear interest at the Long -Term Interest Rate. The Long -
Term Interest Rate shall be determined by the Remarketing Agent on a Business Day no
later than the effective date of such Long -Term Interest Rate Period. Subject to the
detailed provisions set forth in the Bond Indenture the Long -Term Interest Rate shall be
the rate of interest per annum determined by the Remarketing Agent to be the minimum
interest rate which, if borne by the Series 2009_ Bonds, would enable the Remarketing
Agent to sell the Series 2009_ Bonds on the date and at the time of such determination at
a price equal to the principal amount thereof (or at a discount below or premium above
par if Bond Counsel (as defined in the Bond Indenture) delivers a Favorable Opinion of
Bond Counsel (as defined in the Bond Indenture) to the Bond Trustee). If, for any
reason, the Long -Term Interest Rate is not so determined for the Long -Term Interest Rate
Period by the Remarketing Agent on or prior to the first day of such Long -Term Interest
Rate Period, then the Series 2009_ Bonds shall bear interest at the Weekly Interest Rate
and shall continue to bear interest at a Weekly Interest Rate until such time as the interest
rate on such Bonds shall have been adjusted to a Daily Interest Rate, Bond Interest Term
Rates, a Remarketing Window Interest Rate, or a Long -Term Interest Rate, as provided in
the Bond Indenture.
(4) Bond Interest Term Rates. During each Short -Term
Interest Rate Period, this Bond shall bear interest during each Bond Interest Term at the
Bond Interest Term Rate. The Bond Interest Term and the Bond Interest Term Rate need
not be the same for any two Bonds, even if determined on the same date. Each of such
Bond Interest Terms and Bond Interest Term Rates for each Bond shall be determined by
the Remarketing Agent, after consultation with the Corporation, no later than the first day
of each Bond Interest Term. Each Bond Interest Term shall be for a period of days
within the range or ranges announced as possible Bond Interest Terms no later than 9:30
a.m., New York City time, on the first day of each Bond Interest Term by the
Remarketing Agent. Each Bond Interest Term for each Bond shall be a period of not
more than one hundred eighty (180) days, determined by the Remarketing Agent to be
the period which, together with all other Bond Interest Terms for all Series 2009_ Bonds
OHSUSA:752280284.4 g
15
then Outstanding, will result in the lowest overall interest expense on the Series 2009_
Bonds. Each Bond Interest Term shall end on either a day which immediately precedes a
Business Day or on the day immediately preceding the Maturity Date for the Series
2009 Bonds. No Bond Interest Term shall be set to end on a day later than the fifth day
preceding the expiration of any Liquidity Facility applicable to the Series 2009 Bonds.
If, for any reason, a Bond Interest Term for any Bond cannot be so determined by the
Remarketing Agent, or if the determination of such Bond Interest Term is held by a court
of law to be invalid or unenforceable, then such Bond Interest Term shall be thirty (30)
days, but if the last day so determined shall not be a day immediately preceding a
Business Day, shall end on the first day immediately preceding the Business Day next
succeeding such last day, or if such last day would be after the day immediately
preceding the Maturity Date, shall end on the day immediately preceding the Maturity
Date. Each Bond Interest Term shall end on either a day which immediately precedes a
Business Day or on the day immediately preceding the Maturity Date for the Series
2009_ Bonds. The Bond Interest Term Rate shall be the rate of interest per annum
determined by the Remarketing Agent to be the minimum interest rate which, if borne by
this Bond, would enable the Remarketing Agent to sell this Bond on the date and at the
time of such determination at a price equal to the principal amount thereof. If, for any
reason, a Bond Interest Term Rate for any Bond is not so established by the Remarketing
Agent for any Bond Interest Term, or such Bond Interest Term Rate is determined by a
court of law to be invalid or unenforceable, then the Bond Interest Term Rate for such
Bond Interest Term shall be the rate per annum equal to 110% of the SIFMA Swap Index
on the first day of such Bond Interest Term.
(5) Index Rate. During each Index Rate Mode, the Bonds
shall, subject to the provisions described in "Adjustments to Index Rate" below, bear
interest at the Index Rate. The Calculation Agent shall determine the Index Rate on each
Computation Date during the Index Rate Mode, and such rate shall become effective on
the Index Reset Date next succeeding the Computation Date and interest at such rate shall
accrue each day during such Index Rate Mode, commencing on and including the first
day of such period to but excluding the last day of such period. The Index Rate shall be
rounded upward to the fifth decimal place. Promptly following the determination of the
Index Rate, the Calculation Agent shall give notice thereof to the Bond Trustee and the
Corporation. If the Index Rate is not determined by the Calculation Agent on the
Computation Date, the rate of interest born on such Index Rate Bonds shall be the rate in
effect for the immediately preceding Interest Payment Period until the Calculation Agent
next determines the Index Rate as required under the Bond Indenture. "Index Rate"
means a per annum rate of interest established on each Computation Date equal to the
product of (x) the sum of (a) the Applicable Spread plus (b) the product of (i) the LIBOR
Index multiplied by (ii) the Applicable Factor and (y) the Margin Rate Factor. "Index
Reset Date" means the first Business Day of each calendar month. "Computation Date"
means with respect to Index Rate Bonds, the second London Banking Day immediately
preceding each Index Reset Date. "Applicable Spread," "Applicable Factor" and
"Margin Rate Factor" and other associated definitions are set forth in the Bond Indenture.
OHSUSA:752280284.4 9
16
a) Taxable Rate. From and after any Taxable Date,
the interest rate on Bonds in an Index Rate Mode and Unremarketed Bonds shall be established
at a rate at all times equal to the Taxable Rate.
b) Default Rate. Notwithstanding the foregoing
provisions, upon the occurrence and during the continuation of an Event of Default, the interest
rate for Bonds in an Index Rate Mode and Unremarketed Bonds shall be established at a rate at
all times equal to the greater of (a) the Default Rate and (b) the interest rate that otherwise would
be applicable to the Bonds but for the provisions of this paragraph, payable on demand to the
Purchaser.
C) Excess Interest. Notwithstanding anything in the
Bond Indenture to the contrary, if during an Index Rate Mode (or at any time the Bonds
constitute Unremarketed Bonds) the rate of interest on the Bonds exceeds the Maximum Interest
Rate for such Bonds, then (a) such Bonds shall bear interest at the Maximum Interest Rate and
(b) interest on such calculated at the rate equal to the difference between (i) the rate of interest
for such Bonds as calculated pursuant to this Bond Indenture and (ii) the Maximum Interest Rate
(the "Excess Interest ") shall be deferred until such date as the rate of interest bome by such
Bonds as calculated pursuant to the Bond Indenture is below the Maximum Interest Rate, at
which time Excess Interest shall be payable with respect to such Bonds in amounts that, when
combined with the then - current interest due on the Bonds, does not exceed payment at the
Maximum Interest Rate. Payments of deferred Excess Interest shall no longer be due and
payable upon the earlier to occur of the date on which the Bonds are tendered for purchase on a
Bank Purchase Date and are so paid or such Bonds are paid in full.
d) Unremarketed Bonds. Notwithstanding anything in
the Bond Indenture to the contrary, (a) each Unremarketed Bond shall bear interest on the
outstanding principal amount thereof at the Purchaser Rate applicable to such Unremarketed
Bond in accordance with the Index Rate Agreement relating to such Unremarketed Bond (as
calculated by the Calculation Agent in accordance with such Agreement) for each day from and
including the day such Bond becomes an Unremarketed Bond to and excluding the day such
Bond ceases to be an Unremarketed Bond or is paid in full, (b) interest on each Unremarketed
Bond shall be calculated in accordance with the Index Rate Agreement relating to such
Unremarketed Bond, and (c) interest on each Unremarketed Bond shall be payable on such dates
as are specified in the Index Rate Agreement relating to such Unremarketed Bond (each such
date an "Interest Payment Date" for such Unremarketed Bond). A Bond shall cease to be an
Unremarketed Bond only if such Unremarketed Bond is remarketed and transferred or such
Unremarketed Bond is prepaid or redeemed in full. Unremarketed Bonds are subject to special
mandatory redemption at a redemption price equal to 100% of the principal amount of the Bonds
to be redeemed plus accrued interest thereon (at the Purchaser Rate) to but not including the date
of such redemption, on the dates, in the amounts and in the manner set forth in the applicable
Index Rate Agreement.
(6) Remarketing Window Interest Rates. During each
Remarketing Window Interest Rate Period, this Bond shall bear interest at the
Remarketing Window Interest Rate, which shall be determined by the Remarketing
Window Calculation Agent each Thursday (or if such day is not a Business Day, then on
OHSUSA:752280284.4 10
17
the next succeeding Business Day) and shall be equal to the SIFMA Swap Index on such
day plus the Remarketing Window Spread. The Remarketing Window Calculation Agent
shall furnish each Remarketing Window Interest Rate so determined to the Bond Trustee,
the Remarketing Agent, the City and the Corporation by Electronic Means no later than
the Business Day next succeeding the date of determination. The first Remarketing
Window Interest Rate for each Remarketing Window Interest Rate Period shall be
determined on or prior to the first day of such Remarketing Window Interest Rate Period,
shall apply to the period commencing on the first day of such Remarketing Window
Interest Rate Period and ending on and including the next succeeding Wednesday and
shall be equal to the SIFMA Swap Index as of the first day of such Remarketing Window
Interest Rate Period (or, if the first day of such Remarketing Window Interest Rate Period
is not a Thursday, the SIFMA Swap Index as of the Thursday preceding the first day of
such Remarketing Window Interest Rate Period) plus the Remarketing Window Spread.
Thereafter, each Remarketing Window Interest Rate shall apply to the period
commencing on and including Thursday and ending on and including the next succeeding
Wednesday, unless such Remarketing Window Interest Rate Period ends on a day other
than Wednesday, in which event the last Remarketing Window Interest Rate for such
Remarketing Window Interest Rate Period shall apply to the period commencing on and
including the Thursday preceding the last day of such Remarketing Window Interest Rate
Period and ending on and including the last day of such Remarketing Window Interest
Rate Period.
During each Remarketing Window Interest Rate Period, the Remarketing Agent
may (i) with the consent of the Corporation, increase the Remarketing Window Spread effective
as of any Remarketing Window Optional Tender Date during each Remarketing Window, any
Remarketing Window Mandatory Tender Date or a mandatory Tender Date for all of the Series
2009_ Bonds that occurs at the direction of the Corporation (as described below) during such
Remarketing Window Interest Rate Period, or (ii) reduce the Remarketing Window Spread
effective as of any Remarketing Window Mandatory Tender Date or a mandatory Tender Date
for all of the Series 2009_ Bonds at the direction of the Corporation (as described below) during
such Remarketing Window Interest Rate Period. The sum of the SIFMA Swap Index plus the
revised Remarketing Window Spread shall be equal to the rate of interest per annum determined
by the Remarketing Agent (based on an examination of tax exempt obligations comparable, in
the judgment of the Remarketing Agent, to the Series 2009 Bonds and known by the
Remarketing Agent to have been priced or traded under then prevailing market conditions) to be
the minimum interest rate which, if borne by the Series 2009 Bonds, would enable the
Remarketing Agent to sell all of the Series 2009_ Bonds on the effective date of the revised
Remarketing Window Spread at a price (without regard to accrued interest) equal to the principal
amount thereof. A revised Remarketing Window Spread shall apply to all Series 2009 Bonds
bearing interest at a Remarketing Window Interest Rate as of the effective date of the revised
Remarketing Window Spread.
If the Remarketing Window Interest Rate for any week is held to be invalid or
unenforceable by a court of law or if the SIFMA Swap Index is not available for any week, then
the Remarketing Window Interest Rate for such week shall be equal to 85% of the interest rate
on 30 day high grade unsecured commercial paper notes sold through dealers by major
corporations as reported in The Wall Street Journal on the day such Remarketing Window
OHSUSA:752280284.4 1 1
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Interest Rate would otherwise be determined as provided herein for such Remarketing Window
Interest Rate Period, plus the Remarketing Window Spread.
Notice of Conversion oflnterest Rate Period. The Bond Trustee shall give notice
by first class mail of a conversion in the Interest Rate Period not less than ten (10) days prior to
the proposed effective date of such Interest Rate Period. If notice of such conversion has been
mailed to the Holders of the Series 2009 Bonds and Bond Counsel fails to deliver a Favorable
Opinion of Bond Counsel (as that term is defined in the Bond Indenture), if required pursuant to
the Bond Indenture, or if other conditions precedent to such conversion have not been satisfied,
the Series 2009_ Bonds (except Series 2009_ Bonds in a Remarketing Window Interest Rate
Period) shall continue to be subject to mandatory tender for purchase (as described herein) on the
date that would have been the effective date of such conversion.
Optional Purchase of Bonds During Daily and Weekly Interest Rate Period.
During any Weekly Interest Rate Period, any Eligible Bond of such Series shall be purchased at
the option of the Holder on any Business Day at a purchase price equal to the Tender Price (as
defined in the Bond Indenture), payable in immediately available funds, upon delivery to the
Tender Agent at its Principal Office for delivery of notices and to the Remarketing Agent of an
irrevocable written notice which states the name of such Bond, the principal amount of such
Bond and the date on which the same shall be purchased, which date shall be a Business Day not
prior to the seventh day next succeeding the date of the delivery of such notice to the Tender
Agent. Any notice delivered to the Tender Agent after 4:00 p.m., New York City time, shall be
deemed to have been received on the next succeeding Business Day. For payment of such
Tender Price on the date specified in such notice, such Bond must be delivered, at or prior to
10:00 a.m., New York City time, on the date specified in such notice, to the Tender Agent at its
Principal Office, accompanied by an instrument of transfer hereof, in form satisfactory to the
Tender Agent executed in blank by the Holder hereof or the Holder's duly authorized attorney,
with such signature guaranteed by a commercial bank, trust company or member firm of the New
York Stock Exchange. The giving of notice by a Holder of such Bond that such Holder elects to
have such Bond purchased during a Weekly Interest Rate Period as described above shall
constitute the irrevocable tender for purchase of such Bond with respect to which such notice
shall have been given irrespective of whether such Bond shall be delivered to the Tender Agent
for purchase.
During any Daily Interest Rate Period, any Eligible Bond of such Series shall be
purchased from its Holder at the option of the Holder on any Business Day at a Tender Price
equal to the principal amount thereof plus accrued interest, if any, to the Tender Date payable in
immediately available funds, upon delivery to the Tender Agent at its Corporate Trust Office for
delivery of notices and to the Remarketing Agent of an irrevocable written notice which states
the name and Series designation of the Bond, the principal amount and the Tender Date, which
may be the same Business Day as the notice date so long as the notice is duly delivered no later
than 11:00 a.m., New York City time. For payment of such Tender Price on the date specified in
such notice, such Bond must be delivered, at or prior to 12:00 noon, New York City time, on the
date specified in such notice, to the Tender Agent at its Principal Office, accompanied by an
instrument of transfer thereof, in form satisfactory to the Tender Agent, executed in blank by the
Holder thereof or by the Holder's duly- authorized attorney, with such signature guaranteed by a
commercial bank, trust company or member firm of The New York Stock Exchange.
OHSUSA:752280284.4 12
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Mandatory Tender for Purchase on Day Next Succeeding the Last Day of Each
Bond Interest Term. On the day next succeeding the last day of each Bond Interest Term for any
Bond while in a Short-Term Interest Rate Period, unless such day is the first day of a new
Interest Rate Period (in which event such Bond shall be subject to mandatory tender for purchase
as described in the immediately succeeding paragraph) such Bond shall be purchased from its
Holder at a purchase price equal to the principal amount hereof plus accrued interest to but not
including the Tender Date (as defined in the Bond Indenture), payable in immediately available
funds, if such Bond is delivered to the Tender Agent not later than 10:00 a.m., New York City
time, on such day or, if delivered after 10:00 a.m., New York City time, payable on the next
succeeding Business Day; provided, however, that in any event such Bond will not bear interest
at the Bond Interest Term Rate after the last day of each Bond Interest Term. The Tender Price
of any Bond so purchased shall be payable only upon surrender of such Bond to the Tender
Agent at its Principal Office, accompanied by an instrument of transfer thereof, in form
satisfactory to the Tender Agent, executed in blank by the Holder thereof or by the Holder's duly
authorized attorney, with such signature guaranteed by a commercial bank, trust company or
member firm of the New York Stock Exchange. No notice of mandatory purchase following the
end of a Short-term Interest Rate Period shall be required to be given to the Bondholders.
Mandatory Tender for Purchase on First Day of Each Interest Rate Period.
Eligible Bonds shall be subject to mandatory tender for purchase on the first day of each Interest
Rate Period and the first day of each succeeding Long -Term Interest Rate Period with respect to
such Bonds, or on the day which would have been the first day of an Interest Rate Period with
respect to such Bonds in the event that one of the conditions precedent to the conversion to a new
Interest Rate Period shall not be met as described in the Bond Indenture (unless such Bonds were
previously bearing a Remarketing Window Interest Period Rate, in which case there is no
mandatory tender), at the Tender Price, payable in immediately available funds in accordance
with the Bond Indenture. The Tender Price of any Bond so purchased shall be payable only
upon surrender of such Bond to the Tender Agent at its Principal Office, accompanied by an
instrument of transfer thereof, in form satisfactory to the Tender Agent, executed in blank by the
Holder thereof or by the Holder's duly authorized attorney, with such signature guaranteed by a
commercial bank, trust company or member firm of the New York Stock Exchange, at or prior to
10:00 a.m., New York City time, on the date specified for such delivery in this paragraph or in
the notice of conversion to a new Interest Rate Period provided to the Holders by the Bond
Trustee.
Mandatory Tender for Purchase upon Termination, Replacement, Addition or
Expiration of Liquidity Facility; Mandatory Liquidity Tender. If at any time the Bonds shall
cease to be subject to purchase pursuant to the Liquidity Facility then in effect with respect to
such Bond as a result of (i) the termination, replacement or expiration of the term, as extended,
of that Liquidity Facility, including but not limited to termination at the option of the
Corporation in accordance with the terms of such Liquidity Facility, or (ii) the occurrence of a
Mandatory Liquidity Tender, then the Bonds shall be subject to mandatory tender for purchase at
the Tender Price. If a Self - Liquidity Arrangement is replaced with an Alternate Liquidity
Facility, then the Bonds shall be subject to mandatory tender for purchase at the Tender Price.
Any such purchase of the Bonds pursuant to the Bond Indenture shall occur: (1) on the fifth
Business Day preceding any such expiration or termination of such Liquidity Facility without
replacement by an Alternate Liquidity Facility, a Self- Liquidity Arrangement or a Liquidity
OHSUSA:752280284.4 13
20
Facility or (2) on the fifth Business Day following receipt by the Bond Trustee of notice from the
Liquidity Facility Provider of a Mandatory Liquidity Tender, but in no event later than the
second Business Day preceding any expiration of the Liquidity Facility, and (3) on the proposed
date of the replacement of a Liquidity Facility or a Self- Liquidity Arrangement, in any case
where an Alternate Liquidity Facility is to be delivered to the Tender Agent pursuant to the Loan
Agreement or a Self- Liquidity Arrangement is to become effective pursuant to the Loan
Agreement. For purposes of this provision, "Mandatory Liquidity Tender" means the mandatory
tender of the Bonds pursuant to the provisions of the Bond Indenture upon receipt by the Bond
Trustee of written notice from one or more Liquidity Facility Providers that an event with respect
to the applicable Liquidity Facility has occurred which requires or gives the applicable Liquidity
Facility Provider(s) the option to terminate such Liquidity Facility upon the designated notice.
Mandatory Liquidity Tender shall not include circumstances, if any, where the Liquidity Facility
Provider may suspend or terminate its obligations to purchase securities without notice, in which
case there will be no mandatory tender.
Optional and Mandatory Tender During Remarketing Window Interest Rate
Period. During any Remarketing Window Interest Rate Period with respect to this Bond, a
Bondholder may, at its option, tender this Bond for purchase by delivering an irrevocable written
notice (a "Remarketing Window Optional Tender Notice ") to the Tender Agent at its Principal
Office for delivery of Bonds, to the Bond Trustee at its Principal Office and to the Remarketing
Agent on any Business Day. A Remarketing Window Optional Tender Notice shall state the
principal amount of such Bond and the principal amount thereof to be purchased. The giving of
a Remarketing Window Optional Tender Notice by a Bondholder shall constitute the irrevocable
tender for purchase of such Bond on the Tender Date for such Bond, if any, designated by the
Remarketing Agent as described below (a "Remarketing Window Optional Tender Date "),
regardless of whether this Bond is delivered to the Tender Agent for purchase on such Tender
Date.
If the Remarketing Agent identifies a purchaser for this Bond during the period
beginning on the Business Day such Remarketing Window Optional Tender Notice is received
by the Remarketing Agent and ending on the 30th day (or, if the 30th day is not a Business Day,
the next succeeding Business Day) after such Remarketing Window Option Tender Notice is
received by the Remarketing Agent (a "Remarketing Window "), the Remarketing Agent shall
give notice by Electronic Means to the tendering Bondholder, the Tender Agent, the Bond
Trustee, the City and the Corporation that a purchaser has been identified. Such notice shall
designate the Remarketing Window Optional Tender Date for this Bond, which shall be the last
day of the Remarketing Window or, if earlier, any Business Day that is at least seven days after
such notice is received by the tendering Bondholder.
The Tender Agent shall purchase this Bond on the Remarketing Window Optional
Tender Date at the Tender Price. If sufficient remarketing proceeds are not available for the
purchase of such Bond on the Remarketing Window Optional Tender Date, then the
Remarketing Agent's designation of a Tender Date for this Bond shall be deemed to be
rescinded, this Bond shall not be tendered or deemed tendered or required to be purchased on
such date and no Event of Default shall occur pursuant to the Bond Indenture.
OHSUSA:752280284.4 14
21
For payment of the Tender Price on the Remarketing Window Optional Tender
Date, if the Remarketing Window Optional Tender Notice was given by a Bondholder, this Bond
must be delivered at or prior to 10:00 a.m. on the Remarketing Window Optional Tender Date to
the Tender Agent at its Principal Office for delivery of Bonds, accompanied by an instrument of
transfer, in form satisfactory to the Tender Agent executed in blank by the Bondholder or its duly
authorized attorney, with such signature guaranteed by a commercial bank, trust company, or
member firm of the New York Stock Exchange.
If for any reason a Series 2009_ Bond for which a Remarketing Window Optional
Tender Notice has been delivered is not purchased by the last day of the Remarketing Window,
then all Series 2009_ Bonds shall be subject to mandatory tender for purchase on the day that is
the last day of the Mandatory Tender Window (or, if the last day is not a Business Day, the next
succeeding Business Day) after such Remarketing Window Optional Tender Notice is received
by the Remarketing Agent (a "Remarketing Window Mandatory Tender Date ") at the Tender
Price, payable in immediately available funds. For payment of the Tender Price on the
Remarketing Window Mandatory Tender Date, Bonds must be delivered at or prior to 10:00 a.m.
on the Remarketing Window Mandatory Tender Date. If delivered after that time, the Tender
Price shall be paid on the next succeeding Business Day. The Tender Price shall be payable only
upon surrender of such Bonds to the Tender Agent at its Principal Office for delivery of Bonds,
accompanied by an instrument of transfer, in form satisfactory to the Tender Agent, executed in
blank by the Bondholder or its duly authorized attorney, with such signature guaranteed by a
commercial bank, trust company or member firm of the New York Stock Exchange. The failure
to pay the Tender Price of all tendered Series 2009_ Bonds when due and payable on a
Remarketing Window Mandatory Tender Date shall constitute an Event of Default pursuant to
the Bond Indenture. Notwithstanding the foregoing provisions of this paragraph, the
Series 2009_ Bonds shall not be subject to mandatory tender for purchase on a Remarketing
Window Mandatory Tender Date if they are otherwise subject to mandatory tender for purchase
in connection with the conversion of the Bonds to a new Interest Rate Period after the last day of
the Remarketing Window and before such Remarketing Window Mandatory Tender Date.
Mandatory Tender at Option of the Corporation. During any Daily Interest Rate
Period, Weekly Interest Rate Period or Remarketing Window Interest Rate Period, this Bond is
subject to mandatory tender for purchase on any Business Day on which such Bond is subject to
optional redemption from proceeds of hazard insurance or condemnation proceeds pursuant to
the Bond Indenture, as designated by the Corporation, with the consent of the Liquidity Facility
Provider (if any), at the Tender Price, payable in immediately available funds. Such purchase
date shall be a Business Day not earlier than the 10th day following the second Business Day
after receipt by the Bond Trustee of such designation.
Tenders Generally. The Tender Agent may refuse to accept delivery of any Bond
for which a proper instrument of transfer has not been provided; such refusal, however, shall not
affect the validity of the purchase of such Bond as herein described. In the event that any Holder
of a Bond who shall have given notice of such Holder's election to have this Bond purchased
during a Weekly Interest Rate Period hereof or any Holder of a Bond subject to mandatory
tender shall fail to deliver such Bond to the Tender Agent at the place and on the applicable date
and time specified, or shall fail to deliver such Bond properly endorsed, such Bond shall
constitute an "Undelivered Bond." If funds in the amount of the Tender Price of any
OHSUSA:752280284.4 15
22
Undelivered Bond are available for payment to the Holder thereof on the date and at the time
specified in accordance with the Bond Indenture, then from and after the date and time of that
required delivery, (i) such Undelivered Bond shall be deemed to be purchased and shall no
longer be deemed to be Outstanding under the Bond Indenture; (ii) interest shall no longer accrue
thereon; and (iii) funds in the amount of the Tender Price of such Undelivered Bond shall be held
by the Tender Agent for the benefit of the Holder thereof, to be paid upon delivery (and proper
endorsement) of the Undelivered Bond to the Tender Agent at its Principal Office. Any such
funds held by the Tender Agent for the purchase of Undelivered Bonds shall be held uninvested.
Optional Redemption — Daily Interest Rate Period, Weekly Interest Rate Period
and Remarketing Window Interest Rate Period. While any Daily Interest Rate Period, Weekly
Interest Rate or Remarketing Window Interest Rate is in effect with respect to the Series 2009_
Bonds, the Series 2009_ Bonds are subject to redemption prior to their stated maturity, at the
option of the City (which option shall be exercised upon Request of the Corporation given to the
Bond Trustee (unless waived by the Bond Trustee) at least two Business Days prior to the date
notice of redemption is required to be given pursuant to the Bond Indenture), in whole or in part
(in such amounts and with respect to such Sinking Fund Installments as may be specified by the
Corporation) on any date at a redemption price equal to the principal amount of Bonds called for
redemption, plus accrued interest thereon (if any) to the date fixed for redemption, without
premium, but only with Available Moneys (as defined in the Bond Indenture) at any time at
which there is a Credit Facility in effect with respect to such Bonds.
Optional Redemption — Index Rate Period. Subject to any limitations set forth in
the applicable Index Rate Agreement, during any Index Rate Mode, the Bonds are subject to
redemption on any Interest Payment Date at the direction of the Corporation, in whole or in part
in such amounts as are designated by the Corporation at a Redemption Price equal to the
principal amount of Bonds called for redemption, plus interest accrued thereon, if any, to the date
fixed for redemption, without premium.
Optional Redemption — Long -Term Interest Rate Period. While any Long -Term
Interest Rate is in effect with respect to the Series 2009_ Bonds, the Series 2009_ Bonds are
subject to redemption prior to their stated maturity at the option of the City (which option shall
be exercised upon Request of the Corporation given to the Bond Trustee (unless waived by the
Bond Trustee) at least two Business Days prior to the date notice of redemption is required to be
given pursuant to the Bond Indenture), in whole or in part, on the first day following such Long -
Term Interest Rate Period at a redemption price equal to the principal amount of Bonds called for
redemption, plus accrued interest thereon (if any) to the date fixed for redemption, without
premium, but only with Available Moneys at any time at which there is a Credit Facility in effect
with respect to such Bonds and thereafter, during the period specified below (or, if approved by
Bond Counsel, during the periods and at the redemption prices specified in a notice of the
Corporation to the Bond Trustee) in whole or in part on any date, at the redemption prices
(expressed as a percentage of principal amount) hereinafter indicated or specified in the notice of
the Corporation to the Bond Trustee, plus accrued interest thereon (if any) to the date fixed for
redemption, but only with Available Moneys at any time at which there is a Credit Facility in
effect with respect to such Bonds:
OHSUSA:752280284.4 16
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Length of Long -Term
Interest Rate Period
(expressed in years) Redemption Prices
greater than 10 after 10 years at 100 %
10 or less not subject to optional redemption
Optional Redemption — Short -Term Interest Rate Period. While any Bond
Interest Tenn Rate is in effect, the Series 2009 Bonds subject to such Bond Interest Tenn Rate
are also subject to redemption prior to their stated maturity, at the option of the City (which
option shall be exercised upon Request of the Corporation given to the Bond Trustee (unless
waived by the Bond Trustee) at least two Business Days prior to the date notice of redemption is
required to be given pursuant to the Bond Indenture), in whole or in part (in such amounts and
with respect to such Sinking Fund Installments as may be specified by the Corporation), on the
day succeeding the last day of such Bond Interest Tenn at a Redemption Price equal to the
principal amount of Series 2009_ Bonds called for redemption, plus accrued interest thereon (if
any) to the date fixed for redemption, without premium, but only with Available Moneys at any
time at which there is a Credit Facility in effect with respect to such Bonds.
Purchase in Lieu of Optional Redemption. The Holder of this Bond, by purchase
and acceptance hereof, irrevocably grants to the Corporation the option to purchase such Bond at
any time such Bond is subject to optional redemption as described in immediately preceding
paragraphs. This Bond is to be purchased at a purchase price equal to the then applicable
Redemption Price of such Bond, plus accrued interest. The Corporation may only exercise such
option, after the Corporation shall have delivered a Favorable Opinion of Bond Counsel to the
Bond Trustee, and shall have directed the Bond Trustee to provide notice of mandatory purchase,
such notice to be provided, as and to the extent applicable, in accordance with the provisions of
the Bond Indenture providing for notice of optional redemption of the Bonds. Bonds to be so
purchased shall be selected by the Bond Trustee in the same manner as Bonds called for
redemption pursuant to this Bond Indenture. On the date fixed for purchase of any Bond in lieu
of redemption, the Corporation shall pay the purchase price of such Bond to the Bond Trustee in
immediately available funds, and the Bond Trustee shall pay the same to the Holders of the
Bonds being purchased against delivery thereof. No purchase of any Bond in lieu of redemption
shall operate to extinguish the indebtedness of the City evidenced by such Bond. No Holder or
Beneficial Owner may elect to retain a Bond subject to mandatory purchase in lieu of
redemption.
Optional Redemption — Insurance and Condemnation Proceeds. The Bonds are
subject to redemption prior to their stated maturity, at the option of the City (which option shall
be exercised upon Request of the Corporation in accordance with the Bond Indenture) in whole
or in part, on any date, from hazard insurance or condemnation proceeds received with respect to
the facilities of any of the Members and deposited in the Special Redemption Account, at a
redemption price equal to the principal amount thereof, plus accrued interest thereon (if any) to
the date fixed for redemption, without premium, but only with Available Moneys at any time at
which there is a Credit Facility in effect with respect to such Bonds.
OHSUSA:752280284.4 17
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Optional Redemption — Changes in Law; Unreasonable Burdens. In addition, the
Bonds are also subject to redemption prior to their stated maturity at the option of the City
(which option shall be exercised upon Request of the Corporation in accordance with the Bond
Indenture) as a whole (but not in part) on any date at the principal amount thereof and interest
accrued thereon (if any) to the date fixed for redemption, without premium, but only with
Available Moneys at any time at which there is a Credit Facility in effect with respect to such
Bonds, if as a result of any changes in the Constitution of the United States of America or any
state or legislative or administrative action or inaction by the United States of America or any
state, or any agency or political subdivision thereof, or by reason of any judicial decisions and
there is a good faith determination by the Credit Group Representative that (a) the Master
Indenture has become void or unenforceable or impossible to perform or (b) unreasonable
burdens or excessive liabilities have been imposed on any Member, including without limitation,
federal, state or other ad valorem property, income or other taxes not being imposed on the Date
of Issuance.
Mandatory Sinking Fund Redemption. The Series 2009_ Bonds are also subject
to mandatory redemption prior to their stated maturity from Sinking Fund Installments payable
on December 1 (subject to conversion in accordance with the Bond Indenture) of each year
commencing December 1, 2024, in the amounts set forth in the Bond Indenture (provided, that if
any such December 1 is not a Business Day, the applicable Sinking Fund Installment shall be
paid on the next succeeding Business Day), at a redemption price equal to 100% of the principal
amount to be redeemed, plus accrued interest thereon (if any) to the date fixed for redemption,
without premium, but only from Available Moneys at any time at which there is a Credit Facility
in effect with respect to such Bonds.
Notices of Redemption. Any redemption of this Bond shall be made as provided
in the Bond Indenture upon not less than ten (10) days' nor more than sixty (60) days' notice by
mailing a copy of the redemption notice to the Holder hereof at the address shown on the bond
registration books of the Bond Trustee; provided, however, that failure by the Bond Trustee to
mail any notice or any defect therein or in the mailing thereof, as it affects any particular Bond,
shall not affect the validity of the proceedings for redemption of any other Bonds. Any notice of
optional redemption given in accordance with the provisions of the Bond Indenture may be
rescinded by written notice given to the Bond Trustee by the Corporation no later than two
Business Days prior to the date specified for redemption. If this Bond (or portions thereof) is
called for redemption and payment is duly provided therefor as specified in the Bond Indenture,
interest shall cease to accrue hereon from and after the date fixed for redemption.
Acceleration. If an Event of Default (as that term is defined in the Bond
Indenture) shall occur, the principal of all Bonds may be declared due and payable upon the
conditions, in the manner and with the effect provided in the Bond Indenture. The Bond
Indenture provides that in certain events such declaration and its consequences may be rescinded.
Exchange of Bonds. Subject to the limitations and upon payment of the charges,
if any, provided in the Bond Indenture, Series 2009_ Bonds may be exchanged, at the designated
corporate trust office of the Bond Trustee, for a like aggregate principal amount of Series 2009 —
Bonds of other Minimum Authorized Denominations.
OHSUSA:752280284.4 18
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Transfer of Bonds. This Bond is transferable by the Holder hereof, in person or
by such Person's attorney duly authorized in writing, at the designated corporate trust office of
the Bond Trustee, but only in the manner, subject to the limitations and upon payment of the
charges, if any, provided in the Bond Indenture, and upon surrender and cancellation of this
Bond. Upon such transfer a Series 2009_ Bond or Bonds, of Minimum Authorized
Denomination or denominations and for the same aggregate principal amount, will be issued to
the transferee in exchange herefor.
Holders. The City, the Credit Facility Provider, if any, and the Bond Trustee shall
treat the Holder hereof as the absolute owner hereof for all purposes, and the City, the Credit
Facility Provider, if any, and the Bond Trustee shall not be affected by any notice to the contrary.
Amendments. The Bond Indenture and the rights and obligations of the City and
of the Holders of the Bonds and of the Bond Trustee may be modified or amended from time to
time and at any time in the manner, to the extent, and upon the terns provided in the Bond
Indenture; provided that no such modification or amendment shall (i) extend the stated maturity
of this Bond, or reduce the amount of principal hereof, or extend the time of payment, or change
the method of computing the rate of interest hereon, or extend the time of payment of interest
hereon, or reduce any premium payable upon the redemption hereof or change the Tender Price
to be paid upon tender hereof, without the consent of the Holder hereof, or (ii) reduce the
percentage of Bonds the consent of the Holders of which is required to effect any such
modification or amendment, or permit the creation of any lien on the Revenues and other assets
pledged under the Bond Indenture prior to or on a parity with the lien created by the Bond
Indenture, or deprive the Holders of the Bonds of the lien created by the Bond Indenture on such
Revenues and other assets (except as expressly provided in the Bond Indenture), without the
consent of the Holders of all Bonds then outstanding, all as more fully set forth in the Bond
Indenture.
It is hereby certified and recited that any and all acts, conditions and things
required to exist, to have happened and to have been performed precedent to and in the issuance
of this Bond do exist, have happened and have been performed in due time, form and manner as
required by the provisions of the Law and by the Constitution and laws of the State of California,
and that the amount of this Bond, together with all other indebtedness of the City, does not
exceed any limit prescribed by the Law or the Constitution and laws of the State of California,
and is not in excess of the amount of Bonds permitted to be issued under the Bond Indenture.
This Bond shall not be entitled to any benefit under the Bond Indenture, or
become valid or obligatory for any purpose, until the certificate of authentication and registration
hereon endorsed shall have been signed by the Bond Trustee.
IN WITNESS WHEREOF, CITY OF NEWPORT BEACH has caused this Bond
to be executed in its name and on its behalf by the facsimile signature of its Mayor and its seal to
be reproduced hereon by facsimile and attested by the facsimile signature of its City Clerk, all as
of the date set forth above.
OHSUSA:752280284.4 19
26
(Seal)
Attest:
0
City Clerk
CITY OF NEWPORT BEACH
0
Mayor
OHSUSA:752280284.4 20
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[FORM OF BOND TRUSTEE'S CERTIFICATE OF AUTHENTICATION
AND REGISTRATION]
This is one of the Bonds described in the within mentioned Bond Indenture,
which has been registered on the date set forth below.
Dated:
Wells Fargo Bank, National Association,
as Bond Trustee
0
Authorized Officer
[FORM OF ASSIGNMENT]
For value received, the undersigned do(es) hereby sell, assign and transfer unto
the within mentioned Bond and hereby irrevocably constitute(s) and
appoint(s) , attorney, to transfer the same on the books of the within
named Bond Trustee, with full power of substitution in the premises.
Notice: The signature on this Assignment must
correspond with the name as it appears on the
face of the within Bond in every particular,
without alteration or enlargement or any
change whatsoever.
Social Security
Identification Number
Number of Assignee:
Signature Guaranteed By:
NOTICE: Signature must be guaranteed by
an eligible guarantor institution.
Number, Taxpayer
or other Identifying
OHSUSA:752280284.4 21
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WHEREAS, the City determined that all acts and proceedings required by law
necessary to make the 2009 Variable Rate Bonds the valid, binding and legal limited obligations
of the City, and to constitute this Bond Indenture a valid and binding agreement for the uses and
purposes herein set forth in accordance with its terms, have been done and taken, and the
execution and delivery of this Bond Indenture have been in all respects duly authorized;
WHEREAS, the 2009 Variable Rate Bonds designated as Series 2009B and Series
2009C were redeemed in full with proceeds of City of Newport Beach Revenue Bonds (Hoag
Memorial Hospital Presbyterian), Series 2011;
WHEREAS, as of the date hereof, the 2009 Variable Rate Bonds remaining
Outstanding (as defined herein) under this Bond Indenture consist solely of the Series 2009D (in
the principal amount of $35,490,000) and the Series 2009E (in the principal amount of
$35,490,000) (the Series 2009D and 2009E Bonds shall be collectively referred to herein as the
"Bonds ");
WHEREAS, pursuant to the terms of the Original Indenture, the Bonds of each
Series may bear interest at a Daily Interest Rate, a Weekly Interest Rate, an Intermediate -Term
Interest Rate, a Long -Term Interest Rate, Bond Interest Term Rates or Remarketing Window
Interest Rates;
WHEREAS, the Corporation has requested that the City amend and modify the
Original Indenture to provide that the Bonds of each Series may bear interest at an Index Rate, as
defined herein;
WHEREAS, Section 9.01(B)(8) of the Original Indenture provides that the
provisions of the Original Indenture may be modified or amended from time to time without the
necessity of obtaining the consent of any Bondholders for the purpose of making any change to
the Original Indenture that will be effective upon the mandatory tender and remarketing of all the
Bonds then Outstanding in accordance with the terms of the Original Indenture;
WHEREAS, the Bonds are subject to mandatory tender and remarketing pursuant
to Section 4.08 of the Original Indenture on February 7, 2013, and Banc of America Public
Capital Corp has agreed to purchase all of the Outstanding Bonds on February 7, 2013, subject to
certain conditions;
WHEREAS, the City has agreed to amend and modify the Original Indenture in
the manner requested by the Corporation to be effective upon the mandatory tender and
remarketing of the Bonds pursuant to Section 4.08 on February 7, 2013;
NOW, THEREFORE, THIS BOND INDENTURE WITNESSETH, that to secure
the payment of the principal of, the interest and premium, if any, on, all Bonds at any time issued
and outstanding under this Bond Indenture, according to their tenor, and the Tender Price, under
circumstances as described herein, and to secure the performance and observance of all the
covenants and conditions therein and herein set forth, and to declare the terms and conditions
upon and subject to which the Bonds are to be issued and received, and in consideration of the
premises and of the mutual covenants herein contained and of the purchase and acceptance of the
Bonds by the Holders thereof, and for other valuable consideration, the receipt whereof is hereby
OHSUSA:752280284.4 22
29
acknowledged, the City does hereby covenant and agree with the Bond Trustee, for the
respective benefit of the Holders from time to time of the Bonds, as follows:
ARTICLE I
DEFINITIONS• CONTENT OF CERTIFICATES AND OPINIONS
Section 1.01. Definitions. Unless the context otherwise requires, the terms
defined in this Section shall, for all purposes of this Bond Indenture and of any indenture
supplemental hereto and of any certificate, opinion or other document herein mentioned, have
the meanings herein specified, to be equally applicable to both the singular and plural forms of
any of the terms herein defined. Unless otherwise defined in this Bond Indenture, all terms used
herein shall have the meanings assigned to such terms in the Law.
2007 Prior Bonds
"2007 Prior Bonds" means the outstanding City of Newport Beach Insured
Revenue Bonds (Hoag Memorial Hospital Presbyterian) Series 2007D.
2008 Prior Bonds
"2008 Prior Bonds" means the outstanding City of Newport Beach Refunding
Revenue Bonds (Hoag Memorial Hospital Presbyterian) Series 2008A and Series 2008B.
Additional Payments
"Additional Payments" means the payments so designated and required to be
made by the Corporation pursuant to Section 3.2 of the Loan Agreement.
Administrative Fees and Expenses
"Administrative Fees and Expenses" means any application, commitment,
financing or similar fee charged or reimbursement for administrative or other expenses incurred
by the City or the Bond Trustee, including Additional Payments.
Alternate Credit Facility
"Alternate Credit Facility" means an irrevocable, direct -pay letter of credit,
insurance policy or similar credit facility providing for the payment of principal of and interest
on one or more Series of Bonds when due, issued by a commercial bank or financial institution
delivered or made available to the Bond Trustee in accordance with Section 5.7 of the Loan
Agreement. Such Alternate Credit Facility may replace the Credit Facility then in effect for any
Series of Bonds, if any.
Alternate Liquidity Facility
"Alternate Liquidity Facility" means a line of credit, letter of credit, standby
purchase agreement or similar liquidity facility providing for the purchase of Bonds of any Series
OHSUSA:752280284.4 23
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upon their optional or mandatory tender, in accordance with the provisions of Article IV hereof,
and issued by a commercial bank or financial institution delivered or made available to the
Tender Agent in accordance with Section 5.8 of the Loan Agreement, which replaces the
Liquidity Facility then in effect for such Bonds, if any.
Applicable Factor
"Applicable Factor" means (i) during the Initial Period, 65.1 %; and (ii) during any other
Index Rate Mode, with an Opinion of Bond Counsel, such other percentage as may be designated
in writing by the Corporation as the Applicable Factor for such Index Rate Mode pursuant to
Section 2.16.
Applicable Spread
"Applicable Spread" means, with respect to each Index Rate Mode, the following:
(a) During the Initial Period (which is for a three -year term), initially forty -
seven and one -half (47.5) basis points; provided, however, that in the event of any change
in any credit rating assigned to the long -term unenhanced debt of the Obligated Group by
a Rating Agency then rating the Bonds, the Applicable Spread shall increase one time per
downward change in Rating Category by seven and one -half (7.5) basis points, provided,
however, the Applicable Spread shall increase one time per downward change in Rating
Category by fifteen (15) basis points for each rating downgrade below A3 /A- (or the
equivalent, as applicable) . In the case of a split rating, the lowest rating shall apply. All
increases shall be cumulative.
(b) References in this definition of Applicable Spread are to Rating
Categories as presently determined by the Rating Agencies, and in the event of the
adoption of any new or changed rating system or a "global' rating scale by any such
Rating Agency, the Rating Categories shall be adjusted accordingly to a new rating which
most closely approximates the requirements as set forth herein. Any change in the
Applicable Spread shall apply to the Index Reset Date next succeeding the date on which
the change occurs.
(b) During any Index Rate Mode other than the Initial Period, the number of
basis points determined by the Market Agent on or before the first day of such Index Rate
Mode and designated by the Corporation in accordance with Section 2.16 (which may
include a schedule for the Applicable Spread based upon the ratings assigned to the long-
term debt of the Obligated Group as described in subparagraph (a) in this definition) that,
when added to the product of the LIBOR Index multiplied by the Applicable Factor (and
multiplied by the Margin Rate Factor), as applicable, would equal the minimum interest
rate per annum that would enable the Bonds to be sold on such date at a price equal to the
principal amount thereof (without regard to accrued interest, if any, thereon).
Authorized Representative
"Authorized Representative" means with respect to the Corporation in whatever
capacity it may then be acting, the chairman of its governing body, its chief executive officer, its
OHSUSA:752280284.4 24
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chief financial officer or any other person designated as an Authorized Representative of the
Corporation by a Certificate of the Corporation signed by the chairman of its governing body, its
chief executive officer, its chief financial officer, and filed with the Bond Trustee.
Available Moneys
"Available Moneys" means, (a) with respect to any Series of Bonds for which a
Credit Facility is in effect, (i) moneys drawn under the Credit Facility which at all times since
their receipt by the Bond Trustee or the Tender Agent were held in a separate segregated account
or accounts or subaccount or subaccounts in which no moneys (other than those drawn under the
Credit Facility) were at any time held, (ii) moneys which have been paid to the Bond Trustee or
the Tender Agent by the Corporation and have been on deposit with the Bond Trustee or the
Tender Agent for at least 124 days (or, if paid to the Trustee or the Tender Agent by an
"affiliate," as defined in Bankruptcy Code § 101(2), of the Corporation, 366 days) during and
prior to which no Event of Bankruptcy shall have occurred, (iii) any other moneys, if, in the
opinion of nationally recognized counsel experienced in bankruptcy matters (which opinion shall
be acceptable to each Rating Agency then rating the Bonds), the application of such moneys will
not constitute a voidable preference in the event of the occurrence of an Event of Bankruptcy,
and (iv) investment earnings on any of the moneys described in clauses (i), (ii) and (iii) of this
definition; and (b) otherwise, "Available Moneys" means any moneys deposited with the Bond
Trustee or the Tender Agent.
Bank Purchase Date
"Bank Purchase Date" means, (i) during the Initial Period, the Initial Bank Purchase
Date, (ii) during any Index Rate Mode other than the Initial Period, the date designated by the
Corporation pursuant to Section 2.16 and (iii) the date which is seven calendar days (or if such
seventh calendar day is not a Business Day, the next Business Day) after the date on which the
Bond Trustee receives written notice from the Purchaser under an Index Rate Agreement which
(x) advises the Bond Trustee of the occurrence and continuance of an "Event of Default' under
and as defined in such Index Rate Agreement and (y) directs the Bond Trustee to cause a
mandatory tender of the Bonds of the particular series to which such Index Rate Agreement
relates by reason of such "Event of Default."
Bank Rate
"Bank Rate" has the meaning assigned to such term in the hidex Rate Agreement.
Bankruptcy Code
"Bankruptcy Code" means Title I1 of the United States Code, as amended, and
any successor statute.
Base Rate
"Base Rate" has the meaning assigned to such term in the Index Rate Agreement.
OHSUSA:752280284.4 25
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Beneficial Owner
"Beneficial Owner" means any Person which has or shares the power, directly or
indirectly, to make investment decisions concerning ownership of any of the Bonds (including
any Person holding Bonds through nominees, depositories or other intermediaries).
Bond Counsel
"Bond Counsel" means Orrick, Herrington & Sutcliffe LLP or another attorney -
at -law, or firm of such attorneys, of nationally recognized standing in matters pertaining to the
tax- exempt nature of interest on obligations issued by states and their political subdivisions and
acceptable to the City and the Bond Trustee.
Bond Indenture
"Bond Indenture" means this Bond Indenture, as originally executed and as
amended and restated as of February 7, 2013, or as it may from time to time be supplemented,
modified or amended by any Supplemental Bond Indenture.
Bond Interest Term
"Bond Interest Term" means, with respect to any Bond, each period established in
accordance with Section 2.06 during which such Bond shall bear interest at a Bond Interest Term
Rate.
Bond Interest Term Rate
"Bond Interest Term Rate" means, with respect to any Bond, an interest rate on
such Bond established periodically in accordance with Section 2.06.
Bond Purchase Fund
"Bond Purchase Fund" means the fund by that name established pursuant to
Section 4.13(A).
Bond Trustee
"Bond Trustee" means Wells Fargo Bank, National Association, a national
banking association organized and existing under and by virtue of the laws of the United States
of America, or its successor, as Bond Trustee hereunder as provided in Section 8.01.
Bonds
"Bonds" means the City of Newport Beach Revenue Bonds (Hoag Memorial
Hospital Presbyterian), Series 2009B, 2009C, 2009D and 2009E authorized by, and at any time
Outstanding pursuant to, this Bond Indenture.
OHSUSA:752280284.4 26
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Book -Entry Form
"Book -Entry Form" means a form or system, as applicable, under which physical
bond certificates in fully registered form are registered only in the name of a Securities
Depository or its nominee as Bondholder, with the physical bond certificates held by and
"immobilized" in the custody of the Depository and the book -entry system maintained by and the
responsibility of others than the City or the Bond Trustee is the record that identifies and records
the transfer of the interests of the owners of book -entry interests in those Bonds.
Business Day
"Business Day" means any day other than a Saturday, Sunday or a day on which
banks located in (a) the State of California or the State of New York, (b) the city or cities in
which the principal corporate trust office of the Bond Trustee, the Master Trustee and the Tender
Agent is located, (c) the city or cities in which the office of the Credit Facility Provider and/or
Liquidity Facility Provider at which drawings under the Credit Facility and /or Liquidity Facility
are to be presented is located, and (d) the city in which the principal office of each Remarketing
Agent is located, are required or authorized to remain closed or on which The New York Stock
Exchange is closed.
Calculation Agent
"Calculation Agent" means, during the Initial Period, Banc of America Public Capital
Corp, and thereafter means the Bond Trustee or any other Person appointed by the Corporation,
with the consent of the Purchaserin its sole discretion, to serve as calculation agent for the
Bonds.
Certificate. Statement. Reauest or Reauisition of the Citv or the Comoration
"Certificate," "Statement," "Request" and "Requisition" of the City or the
Corporation mean, respectively, a written certificate, statement, request or requisition signed in
the name of the City by its Mayor, City Clerk or such other person as may be designated and
authorized to sign for the City in writing to the Bond Trustee, or in the name of the Corporation
by an Authorized Representative of the Corporation. Any such instrument and supporting
opinions or representations, if any, may, but need not, be combined in a single instrument with
any other instrument, opinion or representation, and the two or more so combined shall be read
and construed as a single instrument. If and to the extent required by Section 1.02, each such
instrument shall include the statements provided for in Section 1.02.
Citv
"City" means the City of Newport Beach, a municipal corporation and charter city
duty organized and existing under a freeholder's charter under the Constitution and the laws of
the State of California.
OHSUSA:752280284.4 27
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TIM
"Code" means the Internal Revenue Code of 1986, or any successor statute
thereto and any regulations promulgated thereunder.
Computation Date
"Computation Date" means with respect to Index Rate Bonds, the second London
Banking Day immediately preceding each Index Reset Date.
Continuing Disclosure Certificate
"Continuing Disclosure Certificate" means, (i) initially the continuing disclosure
certificate executed by the Corporation with respect to the Bonds on the Date of Issuance
pursuant to Section 5.10 of the Loan Agreement, and (ii) after termination of the initial
Continuing Disclosure Certificate and subsequent Conversion of a Series of Bonds to an Interest
Rate Period subject to the continuing disclosure requirement of Rule 15c2 -12 promulgated by the
Securities and Exchange Commission, any other continuing disclosure certificate executed by the
Corporation with respect to such Bonds pursuant to Section 5.10 of the Loan Agreement and
then in effect, as such certificates may be amended and supplemented in accordance with their
respective terms.
Conversion
"Conversion" means a conversion of a Series of Bonds from one Interest Rate
Period to another Interest Rate Period.
Conversion Date
"Conversion Date" means the effective date of a Conversion of a Series of Bonds.
Corporation
"Corporation" means Hoag Memorial Hospital Presbyterian, a California
nonprofit public benefit corporation duly organized and existing under the laws of the State of
California or any corporation that is the surviving, resulting or transferee corporation in any
merger, consolidation or transfer of all or substantially all assets as permitted under the Master
Indenture.
Corporation Purchase Account
"Corporation Purchase Account" means the account by that name in the Bond
Purchase Fund established pursuant to Section 4.13(A).
Costs of Issuance
"Costs of Issuance" means all items of expense directly or indirectly payable by
or reimbursable to the City or the Corporation and related to the authorization, issuance, sale and
OHSUSA:752280284.4 28
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delivery of the Bonds, including but not limited to advertising and printing costs, costs of
preparation and reproduction of documents, filing and recording fees, initial fees and charges of
the Bond Trustee and the Master Trustee, initial and ongoing fees and charges of the City, legal
fees and charges, fees and disbursements of consultants and professionals, Rating Agency fees,
fees and charges for preparation, execution, transportation and safekeeping of the Bonds, and any
other cost, charge or fee in connection with the original issuance of the Bonds.
Credit Facility
"Credit Facility" means the Alternate Credit Facility, if any, then in effect with
respect to one or more Series of Bonds.
Credit Facility
"Credit Facility Fund" means, the fund by that name established pursuant to
Section 5.08(C).
Credit Facility Provider
"Credit Facility Provider" means, upon the effectiveness of any Credit Facility or
Alternate Credit Facility with respect to any Series of Bonds, the bank or banks or other financial
institution or financial institutions or other entity that is then the provider of such Credit Facility
or Alternate Credit Facility.
Credit Facility Provider Failure
"Credit Facility Provider Failure" means a failure of a Credit Facility Provider to
pay a properly presented and conforming draw or request for advance under the related Credit
Facility or the filing or commencement of any bankruptcy or insolvency proceedings by or
against such Credit Facility Provider or if such Credit Facility Provider shall declare a
moratorium on the payment of its unsecured debt obligations or shall repudiate the subject Credit
Facility.
Credit Group Representative
"Credit Group Representative" shall have the meaning given such term in the
Master Indenture.
Daily Interest Rate
"Daily Interest Rate" means a variable interest rate on a Series of Bonds
determined on each Business Day in accordance with Section 2.04(A).
Daily Interest Rate Period
"Daily Interest Rate Period" means each period with respect to a Series of Bonds
during which a Daily Interest Rate is in effect.
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Date of Issuance
Default Rate
"Date of Issuance" means June 1, 2009.
"Default Rate" has the meaning set forth in the Index Rate Agreement.
Determination of Taxabilit
"Determination of Taxability" means and shall be deemed to have occurred on the first to
occur of the following:
(i) on the date when the Corporation or any Obligated Group Member files
any statement, supplemental statement or other tax schedule, return or document which discloses
that an Event of Taxability shall have in fact occurred;
(ii) on the date when the Purchaser or any former Bondholder notifies the City
and the Corporation that it has received a written opinion by an attorney or firm of attorneys of
recognized standing on the subject of tax- exempt municipal finance to the effect that an Event of
Taxability shall have occurred unless, within one hundred eighty (180) days after receipt by the
Corporation of such notification from the Purchaser or any former Bondholder, the Corporation
shall deliver to the Purchaser and any former Bondholder a ruling or determination letter issued
to or on behalf of the City or the Corporation by the Commissioner or any District Director of the
Internal Revenue Service (or any other governmental official exercising the same or a
substantially similar function from time to time) to the effect that, after taking into consideration
such facts as form the basis for the opinion that an Event of Taxability has occurred, an Event of
Taxability shall not have occurred or a closing agreement with similar effect or which exonerates
holders from tax liability in respect of such Event of Taxability shall have become effective;
(iii) on the date when the City or the Corporation shall be advised in writing by
the Commissioner or any District Director of the Internal Revenue Service (or any other
government official or agent exercising the same or a substantially similar function from time to
time) that, based upon filings of the Corporation, or upon any review or audit of the Corporation
or upon any other ground whatsoever, an Event of Taxability shall have occurred; or
(iv) on the date when the Corporation shall receive notice from the Purchaser
or any former Bondholder that the Internal Revenue Service (or any other government official or
agency exercising the same or a substantially similar function from time to time) has assessed as
includable in the gross income of such Purchaser or such former Bondholder the interest on the
Bonds due to the occurrence of an Event of Taxability;
provided, however, no Determination of Taxability shall occur under subparagraph (iii) or (iv)
hereunder unless the Corporation has been afforded the opportunity, at its expense, to contest or
resolve by closing agreement any such assessment, and, further, no Determination of Taxability
shall occur until such contest, if made, has been finally determined; provided further, however,
that upon demand from the Purchaser, Bondholder or former Bondholder, the City shall
promptly reimburse, but solely from payments made by the Corporation, such Purchaser,
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Bondholder or former Bondholder for any payments, including any taxes, interest, penalties or
other charges, such Bondholder (or former Bondholder) shall be obligated to make as a result of
the Determination of Taxability.
Effective Date
"Effective Date" means February 7, 2013.
Electronic Means
"Electronic Means" means facsimile transmission, email transmission or other
similar electronic means of communication providing evidence of transmission, including a
telephone communication confirmed by any other method set forth in this definition.
Eligible Bonds
"Eligible Bonds" means any Bonds other than Liquidity Facility Bonds or Bonds
owned by, for the account of, or on behalf of, the City or any Member.
Environmental Laws
"Environmental Laws" means any federal, state or local law, statute, code,
ordinance, regulation, requirement or rule relating to Hazardous Materials to which the
Corporation or any property of the Corporation is subject.
Event of Bankruptcv
"Event of Bankruptcy" means any of the following events:
(i) the Corporation (or any other Person obligated, as guarantor or
otherwise, to make payments on the Bonds or under the Loan Agreement, Obligation No. 8, the
Master Indenture or a Reimbursement Agreement, or an "affiliate" of the Corporation as
defined in Bankruptcy Code § 101(2)) or the City shall (a) apply for or consent to the
appointment of, or the taking of possession by, a receiver, custodian, trustee, liquidator or the
like of the Corporation (or such other Person) or the City or of all or any substantial part of
their respective property, (b) commence a voluntary case under the Bankruptcy Code, or (c)
file a petition seeking to take advantage of any other law relating to bankruptcy, insolvency,
reorganization, winding -up or composition or conversion of debts; or
(ii) a proceeding or case shall be commenced, without the application or
consent of the Corporation (or any other Person obligated, as guarantor or otherwise, to make
payments on the Bonds or under the Loan Agreement, Obligation No. 8, the Master Indenture
or a Reimbursement Agreement, or an "affiliate" of the Corporation as defined in Bankruptcy
Code § 101(2) but excluding a Credit Facility Provider or a Liquidity Facility Provider) or the
City in any court of competent jurisdiction, seeking (a) the liquidation, reorganization,
dissolution, winding up, or composition or conversion of debts, of the Corporation (or any such
other Person) or the City, (b) the appointment of a trustee, receiver, custodian, liquidator or the
like of the Corporation (or any such other Person) or the City or of all or any substantial part of
OHSUSA:752280284.4 31
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their respective property, or (c) similar relief in respect of the Corporation (or any such other
Person) or the City under any law relating to bankruptcy, insolvency, reorganization, winding -
up or composition or conversion of debts.
Event of Default
"Event of Default" means any of the events specified in Section 7.01.
Event of Taxability
"Event of Taxability" means a (i) change in law or fact or the interpretation thereof, or
the occurrence or existence of any fact, event or circumstance (including, without limitation, the
taking of any action by the Corporation, or the failure to take any action by the Corporation, or
the making by the Corporation of any misrepresentation herein or in any certificate required to
be given in connection with the issuance, sale or delivery of the Bonds) which has the effect of
causing interest paid or payable on the Bonds to become includable, in whole or in part, in the
gross income of the Bondholder or any former Bondholder for federal income tax purposes under
Section 103 of the Code or (ii) the entry of any decree or judgment by a court of competent
jurisdiction, or the taking of any official action by the Internal Revenue Service or the
Department of the Treasury, which decree, judgment or action shall be final under applicable
procedural law, in either case, which has the effect of causing interest paid or payable on the
Bonds to become includable, in whole or in part, in the gross income of the Bondholder or any
former Bondholder for federal income tax purposes under Section 103 of the Code with respect
to the Bonds. [to be conformed to Index Rate Agreement]
Excess Interest
"Excess Interest" has the meaning set forth in Section 2.16 hereof.
Expiration Date
"Expiration Date" means (i) the date upon which a Credit Facility or a Liquidity
Facility is scheduled to expire (taking into account any extensions of such Expiration Date by
virtue of extensions of a particular Credit Facility or a particular Liquidity Facility, from time to
time) in accordance with its terms, including without limitation termination upon the effective
date of an Alternate Credit Facility or an Alternate Liquidity Facility delivered in accordance
with Section 5.7 or Section 5.8 of the Loan Agreement, as applicable and (ii) the date upon
which a Credit Facility or a Liquidity Facility terminates following voluntary termination by the
Corporation pursuant to Section 5.7(b) or Section 5.8(b) of the Loan Agreement, as applicable.
Favorable Opinion of Bond Counsel
"Favorable Opinion of Bond Counsel" means an opinion of Bond Counsel,
addressed to the City, the Credit Facility Provider (if any), the Liquidity Facility Provider (if
any), the Remarketing Agent, the Corporation and the Bond Trustee, to the effect that the action
proposed to be taken is authorized or permitted by this Bond Indenture and will not result in the
inclusion of interest on the Bonds in gross income for federal income tax purposes.
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Fitch
"Fitch" means, if it is then rating any of the Bonds, Fitch Investor's Service, its
successors and assigns, or, if such corporation shall be dissolved or liquidated or shall no longer
perform the functions of a securities rating agency, any other nationally recognized securities
rating agency designated by the Corporation by notice in writing to the City, the Credit Facility
Provider (if any) and the Bond Trustee.
Fixed Rate Conversion Date
"Fixed Rate Conversion Date" means the date on which a Series of Bonds begin
to bear interest for a Long -Term Interest Rate Period which extends to the final Maturity Date of
such Series of Bonds.
Hazardous Materials
"Hazardous Materials" means dangerous, toxic or hazardous pollutants,
contaminants, chemicals, waste, materials or substances (as defined in Environmental Laws), and
also any urea formaldehyde, polychlorinated biphenyls, asbestos, asbestos containing materials,
nuclear fuel or waste, radioactive materials, explosives, carcinogens and petroleum products, or
any other waste, material, substance, pollutant or contaminant the improper storage, disposal or
release of which would subject the person so storing, disposing or releasing (or the owner of the
property on which such action occurs) to any damages, penalties or liabilities under any
applicable law, regulation, requirement or rule.
Holder or Bondholder
"Holder" or "Bondholder," whenever used herein with respect to a Bond, means
the Person in whose name such Bond is registered.
Index Rate
"Index Rate" means a per annum rate of interest established on each Computation Date
equal to the product of (x) the sum of (a) the Applicable Spread plus (b) the product of (i) the
LIBOR Index multiplied by (ii) the Applicable Factor and (y) the Margin Rate Factor.
Index Rate Agreement
"Index Rate Agreement" means, during the Initial Period, the Continuing Covenants
Agreement dated as of February 7, 2013, between the Corporation and the Bank, as the same
may be amended, supplemented, restated or otherwise modified from time to time, and during
any Index Rate Mode other than the Initial Period, means any agreement between the
Corporation and the Purchaser which may be designated as the Index Rate Agreement.
Index Rate Bonds
"Index Rate Bonds" means Bonds of a particular series that bear interest at an Index Rate.
OHSUSA:752280284.4 33
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Index Rate Conversion Date
"Index Rate Conversion Date" means (a) the date on which the Bonds begin to bear
interest at the Index Rate or (b) if the Bonds have previously borne interest at the Index Rate
during an Index Rate Mode then ending, the Bank Purchase Date occurring at the end of the
then - ending Index Rate Mode.
Index Rate Mode
"Index Rate Mode" means (a) the Initial Period and (b) each period thereafter from and
including an Index Rate Conversion Date to but excluding the earliest of (i) the immediately
succeeding Bank Purchase Date, (ii) the immediately succeeding Conversion Date and (iii) the
Maturity Date.
Index Rate Period
"Index Rate Period" means, with respect to a Series of Bonds, each period during which
the Index Rate is in effect with respect to such Series of Bonds
Index Reset Date
"Index Reset Date" means the first Business Day of each calendar month.
Initial Bank Purchase Date
"Initial Bank Purchase Date" means February 9, 2016.
Initial Period
"Initial Period" means the initial Index Rate Mode commencing on the Effective Date
and ending on the first to occur of (i) the Initial Bank Purchase Date, (ii) the Conversion Date
next succeeding the Effective Date, (iii) the Maturity Date, and (iv) a Bank Purchase Date other
than the Initial Bank Purchase Date.
Initial Remarketing Window Spread
"Initial Remarketing Window Spread" means with respect to any Conversion to a
Remarketing Window Interest Rate Period, the spread determined by the Remarketing Agent on
or prior to the Conversion Date pursuant to Section 2.07.
Interest Account
"Interest Account" means the account by that name in the Revenue Fund
established pursuant to Section 5.02.
Interest Accrual Date
"Interest Accrual Date" means
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(a) for any Weekly Interest Rate Period, the first day thereof and, thereafter,
the first Wednesday of each calendar month during such Weekly Interest Rate Period (whether or
not a Business Day);
(b) for any Remarketing Window Interest Rate Period, the first day thereof
and, thereafter, the first Thursday of each calendar month during such Remarketing Window
Interest Rate Period;
(c) for any Daily Interest Rate Period, Long -Term Interest Rate Period or
Index Rate Period, the first day thereof and, thereafter, each Interest Payment Date in respect
thereof, other than the last such Interest Payment Date, during that Long -Term Interest Rate
Period; and
(d) for each Bond Interest Term within a Short-Term Interest Rate Period, the
first day thereof.
Interest Payment Date
"Interest Payment Date" means:
(a) for any Daily Interest Rate Period or Index Rate Period, the first Business
Day of each month,
(b) for any Weekly Interest Rate Period, the first Wednesday of each calendar
month, or if the first Wednesday is not a Business Day, the next succeeding Business Day;
(c) for any Remarketing Window Interest Rate Period, the first Thursday of
each calendar month, or if the first Thursday is not a Business Day, the next succeeding Business
Day;
(d) for any Long -Term Interest Rate Period, each June 1 and December 1,
commencing on or after December 1, 2009, or if any June 1 or December 1 is not a Business
Day, the next succeeding Business Day;
(e) for any Bond Interest Term, the day next succeeding the last day of that
Bond Interest Term;
(f) for each Interest Rate Period that is different than the immediately
preceding Interest Rate Period, the first day thereof for the immediately preceding Interest Rate
Period;
(g) for Liquidity Facility Bonds, each date specified in the Liquidity Facility
relating to such Liquidity Facility Bonds;
(h) with respect to Umemarketed Bonds, the dates set forth in the Index Rate
Agreement for the payment of interest on Umemarketed Bonds; and
(i) with respect to each Bond, the Maturity Date of such Bond.
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Interest Rate Period
"Interest Rate Period" means a Daily Interest Rate Period, a Weekly Interest Rate
Period, a Remarketing Window Interest Rate Period, a Short-Term hnterest Rate Period, a Long -
Term Interest Rate Period or an Index Rate Period.
Intermediate -Term Interest Rate Period
"Intermediate -Term Interest Rate Period" means an alternative name for the
Long -Term Interest Rate Period that, at the option of the Corporation, may be used to describe
the Long -Term Interest Rate Period with respect to Bonds that bear interest in a Long -Term
Interest Rate Period of ten years or less.
Intermediate Term Put Bonds
"Intermediate Term Put Bonds" means an alternative name for Bonds that, at the
option of the Corporation, may be used to describe Bonds bearing interest in an Intermediate -
Term Interest Rate Period.
Investment Securities
"Investment Securities" means any of the following:
(a) United States Government Obligations;
(b) Obligations of any of the following federal agencies which obligations
represent the full faith and credit of the United States of America:
(i) Export-Import Bank;
(ii) Rural Economic Community Development Administration;
(iii) U.S. Maritime Administration;
(iv) Small Business Administration;
(v) U.S. Department of Housing & Urban Development (PHAs);
(vi) Federal Housing Administration; and
(vii) Federal Financing Bank.
(c) Direct obligations of any of the following federal agencies which
obligations are not fully guaranteed by the full faith and credit of the United States of America:
(i) Senior debt obligations issued by the Federal National Mortgage
Association (FNMA) or Federal Home Loan Mortgage Corporation (FHLMC);
(ii) Obligations of the Resolution Funding Corporation (REFCORP);
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(iii) Senior debt obligations of the Federal Home Loan Bank System; and
(iv) Senior debt obligations of other government sponsored agencies
approved by the Credit Facility Providers (if any).
(d) U.S. dollar denominated deposit accounts, federal fund and bankers'
acceptances with domestic commercial banks which have a rating on their short term certificates
of deposit on the date of purchase of "P -1" by Moody's and "A -1" or "A -I +" by S &P and
maturing not more than 360 calendar days after the date of purchase;
(e) Commercial paper which is rated at the time of purchase in the single
highest classification, "P -1" by Moody's and "A -1" or "A -1 +" by S &P and which matures not
more than 360 calendar days after the date of purchase;
(f) Investments in money market funds rated "AAAm" or "AAm -G" or better
by S &P;
(g) Pre - refunded Municipal Obligations defined as follows: any bonds or
other obligations of any state of the United States of America or of any agency, instrumentality
or local governmental unit of any such state which are not callable at the option of the obligor
prior to maturity or as to which irrevocable instructions have been given by the obligor to call on
the date specified in the notice; and
(i) which are rated, based on irrevocable escrow account or fund (the
"escrow "), in the highest Rating Category of Moody's or S &P or any successors thereto; or
(ii) (a) which are fully secured as to principal, interest and redemption
premium, if any, by an escrow consisting only of cash or United States Government
Obligations, which escrow may be applied only to the payment of such principal of and interest
and redemption premium, if any, on such bonds or other obligations on the maturity date or
dates thereof or the specified redemption date or dates pursuant to such irrevocable
instructions, as appropriate, and (b) which escrow is sufficient, as verified by a nationally
recognized independent certified public accountant, to pay principal of and interest and
redemption premium, if any, on the bonds or other obligations described in this paragraph on
the maturity date or dates specified in the irrevocable instructions referred to above, as
appropriate.
(h) Municipal obligations rated "Aaa /AAA" or general obligations of States
with a rating of "A2 /A" or higher by both Moody's and S &P;
(i) Investment agreements approved in writing by the Credit Facility Provider
or Credit Facility Providers (if any) (supported by appropriate opinions of counsel); and
0) Other forms of investments (including repurchase agreements) approved
in writing by the Credit Facility Provider or Credit Facility Providers (if any).
The value of the above investments shall be determined as follows:
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(a) For the purpose of determining the amount in any fund, all Investment
Securities credited to such fund shall be valued at fair market value. The Bond Trustee shall
determine the fair market value based on accepted industry standards and from accepted industry
providers. Accepted industry providers shall include but are not limited to pricing services
provided by Financial Times Interactive Data Corporation, Merrill Lynch, or Citigroup Global
Markets Inc.; and
(b) As to certificates of deposit and bankers' acceptances, the face amount
thereof, plus accrued interest thereon.
Law
"Law" means Ordinance No. 85 -23 and 84 -4 of the City, as now in effect and as it
may from time to time be amended or supplemented.
LIBOR Index
"LIBOR Index" means the London interbank offered rate for U.S. dollar deposits for a
one -month period, which rate appears on the display designated Reuters Screen LIBOR01 Page
(or such other page as may replace Reuters Screen L1130R01 Page or such other service or
services as may be nominated by the British Bankers' Association (or the successor thereto if the
British Bankers' Association is no longer making LIBOR available) for the purpose of
displaying London interbank offered rates for United States dollar deposit), determined as of
approximately 11:00 a.m., London time, on each Computation Date for effect on the next
succeeding LIBOR Index Reset Date, or if such rate is not available, another rate reasonably
determined by the Calculation Agent to be a proxy for LIBOR of which the Corporation has
received written notice.
Liquidity Facilit
"Liquidity Facility" means, in the event of the delivery or availability of a
Liquidity Facility or Alternate Liquidity Facility for any Series of Bonds, such Liquidity Facility
or Alternate Liquidity Facility. Any Liquidity Facility for a Series of Bonds must be approved
by the Credit Facility Provider, if any, with respect to such Series. The same instrument may be
a Liquidity Facility and a Credit Facility hereunder. From time to time there may be more than
one Liquidity Facility with respect to any Series of Bonds. If no Liquidity Facility is then in
effect with respect to a Series of Bonds, references herein to the Liquidity Facility shall be
disregarded with respect to such Series of Bonds.
Liquidity Facility Account
"Liquidity Facility Account" means the account by that name in the Bond
Purchase Fund established pursuant to Section 4.13(A).
Liquidity Facility Bonds
"Liquidity Facility Bonds" means Bonds purchased with moneys drawn under (or
otherwise obtained pursuant to the terms of) a Liquidity Facility, but excluding Bonds no longer
OHSUSA:752280284.4 38
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considered to be Liquidity Facility Bonds in accordance with the terms of the applicable
Liquidity Facility.
Liquidity Facility Provider
"Liquidity Facility Provider" means the commercial bank or other financial
institution acceptable to the Credit Facility Provider (if any) for a Series of Bonds, issuing (or
having primary obligation, or acting as agent for the financial institutions obligated, under) a
Liquidity Facility then in effect for a particular Series of Bonds.
Liquidity Facility Rate
"Liquidity Facility Rate" means the rate per annum, if any, specified in a
Liquidity Facility as applicable to Liquidity Facility Bonds, which rate shall not exceed the
Maximum Interest Rate, but in no event shall such Liquidity Facility Rate exceed the Maximum
Lawful Rate.
Loan Agreement
"Loan Agreement" means that certain loan agreement by and between the City
and the Corporation, dated as of June 1, 2009, as originally executed and as it may from time to
time be supplemented, modified or amended in accordance with the terms thereof and of this
Bond Indenture.
Loan Default Event
"Loan Default Event" means any of the events specified in Section 6.1 of the
Loan Agreement.
Loan Repayments
"Loan Repayments" means the payments so designated and required to be made
by the Corporation pursuant to Section 3.1 of the Loan Agreement.
London Business Day
"London Business Day" means any day in which commercial banks are open for business
in London, England.
Long -Term Conversion Date
"Long -Term Conversion Date" means the date on which the Bonds begin to bear
interest at a Long -Term Interest Rate pursuant to the provisions of Section 2.05 and such term
shall include the Fixed Rate Conversion Date for such Bonds.
Long -Term Interest Rate
"Long -Term Interest Rate" means, with respect to the Bonds, an interest rate on
such Bonds established in accordance with Section 2.05.
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Lone -Term Interest Rate Period
"Long -Term Interest Rate Period" means each period with respect to a Series of
Bonds, during which a Long -Term Interest Rate is in effect for such Bonds.
Mandatory Liquidity Tender
"Mandatory Liquidity Tender" means the mandatory tender of the Bonds of a
Series pursuant to Section 4.09 upon receipt by the Bond Trustee of written notice from one or
more Liquidity Facility Providers, as the case may be, that an event with respect to the applicable
Liquidity Facility has occurred which requires or gives the applicable Liquidity Facility
Provider(s) the option to terminate such Liquidity Facility upon the designated notice.
Mandatory Liquidity Tender shall not include circumstances, if any, where the Liquidity Facility
Provider may suspend or terminate its obligations to purchase securities without notice, in which
case there will be no mandatory tender.
Mandatory Tender Window
"Mandatory Tender Window" means, during a Windows Interest Rate Period, (i)
210 days, or (ii) such other number of days specified by the Remarketing Agent, with the consent
of the Corporation, in a written notice to the City, the Trustee, the Tender Agent and the
Liquidity Facility Provider (if any). Any change in the Mandatory Tender Window shall become
effective only on a Windows Mandatory Tender Date or any other mandatory Tender Date for all
of the Bonds that occurs pursuant to Section 4.11 during such Windows Interest Rate Period.
Margin Rate Factor
"Margin Rate Factor" means the greater of (i) 1.0 and (ii) the product of (A) one minus
the Maximum Federal Corporate Tax Rate multiplied by (B) 1.53846. The effective date of any
change in the Margin Rate Factor shall be the effective date of the decrease or increase (as
applicable) in the Maximum Federal Corporate Tax Rate ratably in such change.
Market Agent
"Market Agent" means any Person appointed by the Corporation to serve as market agent
in connection with a conversion to an Index Rate Mode.
Master Indenture
"Master Indenture" means that certain master trust indenture, dated as of
May 1, 2007, between the Corporation, Newport Healthcare Center LLC, a California limited
liability company, the sole corporate member of which is the Corporation, and the Master
Trustee as supplemented, modified and amended as of the date hereof and as it may from time to
time be further supplemented, modified or amended in accordance with the terms thereof.
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Master Trustee
"Master Trustee" means Wells Fargo Bank, National Association, a national
banking association duly organized and existing under the laws of the United States of America,
as master trustee or its successor as master trustee under the Master Indenture.
Maturity Date
"Maturity Date" means, with respect to each Series of Bonds, December 1, 2038.
Maximum Federal Comorate Tax Rate
"Maximum Federal Corporate Tax Rate" means the maximum rate of income taxation
imposed on corporations pursuant to Section 1l(b) of the Code, as in effect from time to time
(or, if as a result of a change in the Code, the rate of income taxation imposed on corporations
generally shall not be applicable to national banks generally, the maximum statutory rate of
federal income taxation which could apply to national banks generally).
Maximum Interest Rate
"Maximum Interest Rate" means the lesser of 12% per annum and the Maximum
Lawful Rate; except that for Unremarketed Bonds, the Maximum Interest Rate shall be the
Maximum Lawful Rate.
Maximum Lawful Rate
"Maximum Lawful Rate" means the maximum rate of interest on the relevant
obligation permitted by applicable law.
Member
"Member" means the Corporation and each other Person that is then obligated as
a Member under the Master Indenture.
Minimum Authorized Denominations
"Minimum Authorized Denominations" means with respect to any (i) Long -Term
Interest Rate Period, $5,000 and any integral multiple thereof; and (ii) Daily Interest Rate Period,
Short-Term Interest Rate Period, Remarketing Window Interest Rate Period, Weekly Interest
Rate Period or Index Rate Period, $100,000 and any integral multiple of $5,000 in excess of
$100,000.
Moody's
" Moody's" means Moody's Investors Service, a corporation organized and
existing under the laws of the State of Delaware, its successors and their assigns, or, if such
corporation shall be dissolved or liquidated or shall no longer perform the functions of a
securities rating agency, any other nationally recognized securities rating agency designated by
OHSUSA:752280284.4 41
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the Corporation by notice in writing to the City, the Credit Facility Provider (if any) and the
Bond Trustee.
Nominee
"Nominee" means the nominee of the Securities Depository (currently Cede & Co.),
which may be the Securities Depository, or any nominee substituted by the Securities Depository
pursuant to Section 2.17.
Obligated Group
"Obligated Group" means the Corporation and each other Member.
Obligation No. 8
"Obligation No. 8" means the obligation issued under the Master Indenture and
Supplement No. 8.
Opinion of Counsel
"Opinion of Counsel" means a written opinion of counsel (who may be counsel
for the City, the Bond Trustee or the Corporation), selected by the Corporation and not objected
to by the City, the Bond Trustee or the Credit Facility Provider (if any). If and to the extent
required by the provisions of Section 1.02, each Opinion of Counsel shall include the statements
provided for in Section 1.02.
Optional Redemption Account
"Optional Redemption Account" means the account by that name in the
Redemption Fund established pursuant to Section 5.05.
Outstanding
"Outstanding," when used as of any particular time with reference to Bonds,
means (subject to the provisions of Section 11.09) all Bonds theretofore, or thereupon being,
authenticated and delivered by the Bond Trustee under this Bond Indenture except (1) Bonds
theretofore canceled by the Bond Trustee or surrendered to the Bond Trustee for cancellation; (2)
Bonds with respect to which all liability of the City shall have been discharged in accordance
with Section 10.02, including Bonds (or portions of Bonds) referred to in Section 11.10; and (3)
Bonds for the transfer or exchange of or in lieu of or in substitution for which other Bonds shall
have been authenticated and delivered by the Bond Trustee pursuant to this Bond Indenture.
Participant
"Participant" means those broker - dealers, banks and other financial institutions reflected
on the books of the Securities Depository.
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Person
"Person" means an individual, corporation, firm, association, partnership, trust or
other legal entity or group of entities, including a governmental entity or any agency or political
subdivision thereof.
Principal Account
"Principal Account" means the account by that name in the Revenue Fund
established pursuant to Section 5.02.
Principal Office
"Principal Office" means, as appropriate, the designated corporate trust office of
(1) the Bond Trustee, which as of the date hereof is located at 707 Wilshire Boulevard, 17th
Floor, Los Angeles, CA 90017, Attention: Corporate Trust Services or (2) the Tender Agent,
which as of the date hereof, shall be the same as the Bond Trustee.
Program
"Program" means the City's program of making loans under the Law.
Project
"Project" means the acquisition, construction, improvement, equipping,
renovation, rehabilitation, remodeling and other capital projects owned and/or operated by the
Corporation and located on and about the hospital campus at One Hoag Drive and on and about
the healthcare facility located at 500 -540 Superior Avenue, each in Newport Beach, California.
Project Fund
"Project Fund" means the fund by that name established pursuant to Section 3.04.
Purchaser
"Purchaser" means, during any Index Rate Mode, the Holder of the Bonds, provided that
there is a single Holder of all of the Bonds and provided further that the Bonds are not then held
under the Book -Entry System. If there is more than one Holder of the Bonds during any Index
Rate Mode, "Purchaser" means Holders owning a majority of the aggregate principal amount of
the Bonds then Outstanding. If the Bonds are then held under the Book -Entry System,
" Purchaer" means the Beneficial Owner of the Bonds, provided that there is a single Beneficial
Owner of all of the Bonds. If there is more than one Beneficial Owner of the Bonds during any
Index Rate Mode, "Purchaser" means Beneficial Owners who are the beneficial owners of a
majority of the aggregate principal amount of the Bonds then Outstanding. The initial Purchaser
is Banc of America Public Capital Corp.
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Rating Agency
"Rating Agency" means S &P and/or Moody's, as the context requires, if then
rating the Bonds at the request of the Corporation, or, if the Corporation requests a rating on the
Bonds from Fitch, "Rating Agency" shall also mean Fitch. "Rating Agency" may also mean a
different nationally recognized municipal rating service providing ratings on municipal bonds
and/or health care institutions' debt obligations provided that the Corporation files a Certificate
with the City, the Bond Trustee, any Credit Facility Provider, any Liquidity Facility Provider, the
Remarketing Agent and the Purchaser that such organization has been requested to and has rated
the Bonds.
Rating Category
"Rating Category" means, when used with regard to Investment Securities, a
generic securities rating category, without regard to any refinement or gradation of such rating
category by a numerical modifier, outlook or otherwise. "Rating Category," when used in the
definition of "Applicable Spread," means a generic securities rating category or gradation
including numerical modifiers, but excluding outlooks.
Rebate Fund
"Rebate Fund" means the fund by that name established pursuant to Section 5.06.
Record Date
"Record Date" means (a) with respect to any Interest Payment Date in respect to
any Daily Interest Rate Period, any Weekly Interest Rate Period, any Index Rate Period, any
Remarketing Window Interest Rate Period or any Short-Term Interest Rate Period, the Business
Day immediately preceding such Interest Payment Date, and (b) with respect to any Interest
Payment Date in respect to any Long -Term Interest Rate Period, the 15th day of the calendar
month preceding the calendar month in which such Interest Payment Date falls or, in the event
that an Interest Payment Date shall occur less than 15 days after the first day of a Long -Term
Interest Rate Period, that first day.
Redemption Fund
"Redemption Fund" means the fund by that name established pursuant to
Section 5.05.
Redemption Price
"Redemption Price" means, with respect to any Bond (or portion thereof), the
principal amount of such Bond (or portion) plus the applicable premium, if any, payable upon
redemption thereof pursuant to the provisions of such Bond and this Bond Indenture.
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Reimbursement Agreement
"Reimbursement Agreement" means, if an Alternative Credit Facility and/or an
Alternate Liquidity Facility is issued with respect to any Series of Bonds, any reimbursement
agreement, credit agreement, line of credit agreement, standby purchase agreement or other
agreement relating to such Alternate Credit Facility and /or Alternate Liquidity Facility.
Remarketing Agent
"Remarketing Agent" means, with respect to any Series of Bonds, any
Remarketing Agent or successor or additional Remarketing Agent appointed in accordance with
this Bond Indenture with respect to such Series of Bonds. "Principal Office" of the Remarketing
Agent means the address for the Remarketing Agent designated in writing to the Bond Trustee
and the Corporation.
Remarketing Agreement
"Remarketing Agreement" means a Remarketing Agreement between the
Corporation and a Remarketing Agent with respect to any Series of Bonds, and any similar
agreement with a successor Remarketing Agent, in each case as from time to time in effect.
Remarketing Proceeds Account
"Remarketing Proceeds Account" means the account by that name within the
Bond Purchase Fund established pursuant to Section 4.13(A).
Remarketing Window
"Remarketing Window" has the meaning set forth in Section 4.10.
Remarketing Window Calculation Agent
"Remarketing Window Calculation Agent" means the Bond Trustee or an agent
appointed by the Bond Trustee pursuant to Section 2.07 to calculate the Remarketing Window
Interest Rate.
Remarketing Window Interest Rate
Remarketing Window Interest Rate" means a variable interest rate for the Bonds
established in accordance with Section 2.07 hereof.
Remarketing Window Interest Rate Period
"Remarketing Window Interest Rate Period" means each period during which a
Remarketing Window Interest Rate is in effect for the Bonds.
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Remarketing Window Mandatory Tender Date
"Remarketing Window Mandatory Tender Date" has the meaning given in
Section 4.10.
Remarketing Window Optional Tender Date
"Remarketing Window Optional Tender Date" has the meaning given in
Section 4.10.
Remarketing Window Optional Tender Notice
"Remarketing Window Optional Tender Notice" has the meaning given in
Section 4.10.
Remarketing Window Spread
"Remarketing Window Spread" means, during a Remarketing Window Interest
Rate Period, (i) the Initial Remarketing Window Spread, or (ii) a revised spread determined by
the Remarketing Agent pursuant to Section 2.07.
Required Stated Amount
"Required Stated Amount" means with respect to a Credit Facility or a Liquidity
Facility, at any time of calculation, an amount equal to the aggregate principal amount of all
Bonds then Outstanding and subject to such Credit Facility or Liquidity Facility together with
interest accruing thereon (assuming an annual rate of interest equal to the Maximum Interest
Rate) for the period specified in a Certificate of the Corporation to be the minimum period
specified by the Rating Agencies then rating such Bonds as necessary to obtain (or maintain) a
specified short-term rating of such Bonds.
Revenue Fund
"Revenue Fund" means the fund by that name established pursuant to
Section 5.01.
Revenues
"Revenues" means all amounts received by the City or the Bond Trustee for the
account of the City pursuant or with respect to the Loan Agreement or Obligation No. 8,
including, without limiting the generality of the foregoing, Loan Repayments (including both
timely and delinquent payments and any late charges, and whether paid from any source),
prepayments, insurance proceeds, condemnation proceeds, moneys drawn under a Credit Facility
and all interest, profits or other income derived from the investment of amounts in any fund or
account established pursuant to this Bond Indenture, but not including any Administrative Fees
and Expenses or any moneys required to be deposited in the Rebate Fund.
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W70
"5 &P" means Standard & Poor's Ratings Services, a division of The McGraw -
Hill Companies, Inc., a corporation organized and existing under the laws of the State of New
York, its successors and their assigns, or, if such corporation shall be dissolved or liquidated or
shall no longer perform the functions of a securities rating agency, any other nationally
recognized securities rating agency designated by the Corporation by notice in writing to the
City, the Credit Facility Provider, if any, and the Bond Trustee.
Securities Depository
"Securities Depository" means The Depository Trust Company and its successors
and assigns, or any other securities depository selected as set forth in Section 2.15.
Self- Liquidity Arrangement
"Self- Liquidity Arrangement" means the undertaking by the Corporation of the
obligation to purchase Bonds tendered for purchase pursuant to Section 4.06 or subject to
mandatory tender for purchase pursuant to Sections 4.07, 4.08, 4.09, 4.10 or 4.11 without a
Liquidity Facility in accordance with Section 5.9 of the Loan Agreement. The Bonds shall
initially be subject to a Self- Liquidity Arrangement.
Series
"Series," when used with respect to the Bonds, means all the Bonds designated as
being of the same series, authenticated and delivered in a simultaneous transaction, and any
Bonds thereafter authenticated and delivered upon a transfer or exchange or in lieu of or in
substitution for such Bonds as herein provided.
Series 2009B Bonds
"Series 2009B Bonds" means the City of Newport Beach Revenue Bonds (Hoag
Memorial Hospital Presbyterian), Series 2009B, authorized by, and at any time Outstanding
pursuant to, this Bond Indenture.
Series 2009C Bonds
"Series 2009C Bonds" means the City of Newport Beach Revenue Bonds (Hoag
Memorial Hospital Presbyterian), Series 2009C, authorized by, and at any time Outstanding
pursuant to, this Bond Indenture.
Series 2009D Bonds
"Series 2009D Bonds" means the City of Newport Beach Revenue Bonds (Hoag
Memorial Hospital Presbyterian), Series 2009D, authorized by, and at any time Outstanding
pursuant to, this Bond Indenture.
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Series 2009E Bonds
"Series 2009E Bonds" means the City of Newport Beach Revenue Bonds (Hoag
Memorial Hospital Presbyterian), Series 2009E, authorized by, and at any time Outstanding
pursuant to, this Bond Indenture.
Short-Term Interest Rate Period
"Short-Term Interest Rate Period" means each period with respect to a Series of
the Bonds, comprised of Bond Interest Terms, during which Bond Interest Term Rates are in
effect for such Bonds.
SIFMA Swap Index
"SIFMA Swap Index" means, on any date, a rate determined on the basis of the
seven -day high grade market index of tax- exempt variable rate demand obligations, as produced
by Municipal Market Data and published or made available by the Securities Industry &
Financial Markets Association (formerly the Bond Market Association) ( "SIFMA ") or any
Person acting in cooperation with or under the sponsorship of SIFMA and acceptable to the
Bond Trustee and effective from such date.
Sinking Fund Installment
"Sinking Fund Installment" means the amount required by Section 5.04 to be paid
by the City on any single date for the retirement of Bonds.
Sinking Fund Installment Date
"Sinking Fund Installment Date" means, the dates specified in Section 5.04(C)
and (D).
Special Record Date
"Special Record Date" means the date established by the Bond Trustee pursuant
to Section 2.02 as the record date for the payment of defaulted interest on the Bonds.
Special Redemption Account
"Special Redemption Account" means the account by that name in the
Redemption Fund established pursuant to Section 5.05.
Supplemental Bond Indenture
"Supplemental Bond Indenture" means any indenture hereafter duly authorized
and entered into between the City and the Bond Trustee, supplementing, modifying or amending
this Bond Indenture; but only if and to the extent that such Supplemental Bond Indenture is
specifically authorized hereunder.
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Supplement No. 8
"Supplement No. 8" means that certain supplemental master indenture, dated as
of June 1, 2009, between the Corporation and the Master Trustee pursuant to which Obligation
No. 8 is issued, as originally executed and as amended or supplemented from time to time in
accordance with the terms of the Master Indenture.
Tax Agreement
"Tax Agreement" means the Tax Certificate and Agreement delivered by the City
and the Corporation at the time of issuance and delivery of the Bonds, as the same may be
amended or supplemented in accordance with its terms.
Taxable Date
"Taxable Date" means the date on which interest on the Bonds is first includable in gross
income of the Bondholder (including, without limitation, any previous Bondholder) as a result of
the occurrence of an Event of Taxability, as such a date is established pursuant to a
Determination of Taxability.
Taxable Rate
"Taxable Rate" means an interest rate per annum at all times equal to the product of the
Index Rate or the Bank Rate, as applicable, then in effect multiplied by the Taxable Rate Factor.
Taxable Rate Factor
"Taxable Rate Factor" means 1.54.
Tender Agent
"Tender Agent" means the Tender Agent appointed in accordance with
Sections 4.19 through 4.21.
Tender Date
Tender Price
"Tender Date" has the meaning set forth in Section 4.13(C).
"Tender Price" has the meaning set forth in Section 4.13(C).
Tendered Bonds
"Tendered Bonds" has the meaning set forth in Section 4.13(C).
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Undelivered Bonds
"Undelivered Bonds" means any Bond which constitutes an Undelivered Bond
under the provisions of Section 4.14(B).
Unremarketed Bonds
" Umemarketed Bonds" means Bonds which, on the applicable Bank Purchase Date, have
not been successfully converted to another Interest Rate Mode or remarketed to another Person
other than the Bank.
United States Government Obligations
"United States Government Obligations" means (1) noncallable direct obligations
of the United States of America (including obligations issued or held in book -entry form on the
books of the Department of Treasury of the United States of America) and obligations of any
agency or instrumentality of the United States of America the timely payment of the principal of
and interest on which are fully guaranteed by the United States of America, and (2) any other
obligations approved in writing by the Credit Facility Provider (if any).
Weekly Interest Rate
"Weekly Interest Rate" means a variable interest rate home by a Series of Bonds
and established in accordance with Section 2.04(D).
Weekly Interest Rate Period
"Weekly Interest Rate Period" means each period with respect to a Series of
Bonds during which a Weekly Interest Rate is in effect for such Bonds.
Section 1.02. Content of Certificates and Opinions. Every certificate or opinion
provided for herein with respect to compliance with any provision hereof shall include (1) a
statement that the Person making or giving such certificate or opinion has read such provision
and the definitions herein relating thereto; (2) a brief statement as to the nature and scope of the
examination or investigation upon which the certificate or opinion is based; (3) a statement that,
in the opinion of such Person, he has made or caused to be made such examination or
investigation as is necessary to enable such Person to express an informed opinion with respect
to the subject matter referred to in the instrument to which such Person's signature is affixed; and
(4) a statement as to whether, in the opinion of such Person, such provision has been complied
with.
Any such certificate or opinion made or given by an officer of the City or the
Corporation may be based, insofar as it relates to legal, accounting or health care matters, upon a
certificate or opinion of or representation by counsel, an accountant or a management consultant,
unless such officer knows, or in the exercise of reasonable care should have known, that the
certificate, opinion or representation with respect to the matters upon which such certificate or
opinion may be based, as aforesaid, is erroneous. Any such certificate, opinion or representation
made or given by counsel, an accountant or a management consultant may be based, insofar as it
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relates to factual matters (with respect to which information is in the possession of the City or the
Corporation, as the case may be) upon a certificate or opinion of or representation by an officer
of the City or the Corporation, unless such counsel, accountant or management consultant
knows, or in the exercise of reasonable care should have known, that the certificate or opinion or
representation with respect to the matters upon which such person's certificate or opinion or
representation may be based, as aforesaid, is erroneous. The same officer of the City or the
Corporation, or the same counsel or accountant or management consultant, as the case may be,
need not certify to all of the matters required to be certified under any provision of this Bond
Indenture, but different officers, counsel, accountants or management consultants may certify to
different matters, respectively.
Section 1.03. Interpretation
(a) Unless the context otherwise indicates, words expressed in the singular
shall include the plural and vice versa and the use of the neuter, masculine or feminine gender is
for convenience only and shall be deemed to mean and include the neuter, masculine or feminine
gender, as appropriate.
(b) Headings of articles and sections herein and the table of contents hereof
are solely for convenience of reference, do not constitute a part hereof and shall not affect the
meaning, construction or effect hereof.
(c) All references herein to "Articles," "Sections" and other subdivisions are
to the corresponding Articles, Sections or subdivisions of this Bond Indenture; the words
"herein," "hereof," "hereby," "hereunder" and other words of similar import refer to this Bond
Indenture as a whole and not to any particular Article, Section or subdivision hereof.
ARTICLE II
THE BONDS
Section 2.01. Authorization of Bonds. There were originally four Series of
Bonds issued hereunder to obtain money to carry out the purposes of the Program, for the benefit
of the City and the Corporation. The Bonds are designated as "City of Newport Beach Revenue
Bonds (Hoag Memorial Hospital Presbyterian)." The aggregate principal amount of Bonds that
may be issued and Outstanding under this Bond Indenture shall not exceed one hundred forty -
four million one hundred and ninety thousand dollars ($144,190,000). The Bonds were issued in
four Series, further designated as "Series 2009B," "Series 2009C," "Series 2009D" and "Series
2009E." The aggregate principal amount of the Bonds of each Series which may be issued and
Outstanding under this Indenture shall not exceed the following amounts:
Series Principal Amount
2009B
$36,605,000
2009C
$36,605,000
2009D
$35,490,000
2009E
$35,490,000
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This Bond Indenture constitutes a continuing agreement with the Holders from
time to time of the Bonds to secure the full payment of the principal of and premium, if any, and
interest on all such Bonds subject to the covenants, provisions and conditions herein contained.
Section 2.02. Terms of the Bonds; Registration; Denominations; Payment of
Principal and Interest
(A) The Bonds shall be issued as fully registered Bonds without
coupons in Minimum Authorized Denominations. The Bonds shall be registered in the name of
the Nominee of the Securities Depository when in Book -Entry Form, and shall be evidenced by
one Bond certificate for each Series of Bonds in the total aggregate principal amount of the
Bonds of such Series. Registered ownership of the Bonds, or any portion thereof, may not
thereafter be transferred except as set forth in Section 2.10.
The Bonds shall be dated the Date of Issuance, except that upon the Effective
Date, the Bonds may be dated the Effective Date. The Bonds of each Series shall be numbered
in consecutive numerical order from R -1 upwards.
(B) (1) The Bonds shall bear interest, payable in lawful money of
the United States of America, at the rates determined pursuant to this Article II from the date
thereof.
(2) For any Daily Interest Rate Period or Index Rate Period,
interest shall be payable on each Interest Payment Date for the period commencing on the
immediately preceding Interest Accrual Date and ending on the day immediately
preceding the next Interest Payment Date. For any Weekly Interest Rate Period, interest
shall be payable on each Interest Payment Date for the period commencing on the
immediately preceding Interest Accrual Date (or, if any Interest Payment Date is not a
Wednesday, commencing on the second preceding Interest Accrual Date) and ending on
the Tuesday (whether or not a Business Day) immediately preceding the Interest Payment
Date (or, if sooner, the last day of the Weekly Interest Rate Period). For any
Remarketing Window Interest Rate Period, interest on the Bonds shall be payable on
each Interest Payment Date for the period commencing on the immediately preceding
Interest Accrual Date (or, if any Interest Payment Date is not a Thursday, commencing on
and including the second preceding Interest Accrual Date) and ending on and including
the Wednesday immediately preceding the Interest Payment Date (or, if sooner, the last
day of the Remarketing Window Interest Rate Period). For any Short-Term Interest Rate
Period or Long -Term Interest Rate Period, interest shall be payable on each Interest
Payment Date for the period commencing on the immediately preceding Interest Accrual
Date and ending on the day immediately preceding such Interest Payment Date.
(3) Interest on the Bonds of each Series shall be payable for the
final Interest Rate Period to the date on which the Bonds of such Series shall have been
paid in full. Interest shall be computed, in the case of a Long -Term Interest Rate Period,
on the basis of a 360 -day year consisting of twelve 30 -day months, in the case of any
other Interest Rate Period (other than the Index Rate Period), on the basis of a 365- or
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366 -day year, as appropriate, and the actual number of days elapsed, and in the case of an
Index Rate Period, on the basis of a 360 -day year for the actual number of days elapsed.
(4) The initial interest rates for the Bonds and the
determination for the Bonds of the Daily Interest Rate, the Weekly Interest Rate, the
Long -Term Interest Rate, and each Bond Interest Term and Bond Interest Term Rate by
the Remarketing Agent for the Bonds, the determination of the Index Rate by the
Purchaser and the determination of the Remarketing Window Interest Rate by the
Remarketing Window Calculation Agent shall be conclusive and binding upon the
Corporation, the Members, the Bond Trustee, the Remarketing Agent (as applicable) and
the Holders of such Bonds.
(5) Interest on the Bonds shall be payable on each Interest
Payment Date by the Bond Trustee during any Daily Interest Rate Period, Weekly
Interest Rate Period, Long -Term Interest Rate Period or Remarketing Window Interest
Rate Period by check mailed on the date on which due to the Holders of Bonds at the
close of business on the Record Date in respect of such Interest Payment Date at the
registered addresses of Holders as shall appear on the registration books of the Bond
Trustee. In the case of (i) Bonds bearing interest at a Bond Interest Term Rate or Index
Rate or (ii) any Holder of Bonds bearing interest at other than a Bond Interest Term Rate
in an aggregate principal amount in excess of $1,000,000 as shown on the registration
books of the Bond Trustee who, prior to the Record Date next preceding any Interest
Payment Date, shall have provided the Bond Trustee with written wire transfer
instructions, interest payable on such Bonds shall be paid in accordance with such wire
transfer instructions provided by the Holder of such Bonds; provided, however, that
during any Short-Term Interest Rate Period for any Series of Bonds, except for Bonds
registered in the name of the Securities Depository (or its nominee), interest on any Bond
of such Series shall be payable only upon presentation of such Bond to the Bond Trustee
at its designated corporate office for delivery of Bonds.
(6) If available funds are insufficient on any Interest Payment
Date to pay the interest then due on any Bonds, interest shall continue to accrue on such
Bonds but shall cease to be payable to the Holder thereof as of such related Record Date.
If sufficient funds for the payment of such overdue interest thereafter become available,
the Bond Trustee shall (A) establish a "special interest payment date" for the payment of
the overdue interest and a Special Record Date (which shall be a Business Day) for
determining the Bondholders entitled to such payment and (B) mail notices by first class
mail of such dates as soon as practicable. Notice of each such date so established shall be
mailed to each Bondholder at least ten (10) days prior to the Special Record Date but not
more than thirty (30) days prior to the special interest payment date. The overdue interest
shall be paid on the special interest payment date to the Holders of such Bonds, as shown
on the registration books of the Bond Trustee as of the close of business on the Special
Record Date. The form of such notice shall be provided to the Bond Trustee by the
Corporation.
(7) Notwithstanding the foregoing provisions of this
Section 2.02(B), Liquidity Facility Bonds shall bear interest at the Liquidity Facility Rate
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and the payment terms of Liquidity Facility Bonds shall be governed by the Liquidity
Facility.
(C) (1) The Bonds shall mature on the Maturity Date.
(2) The Sinking Fund Installments established for the Bonds of
any Series pursuant to Section 5.04 shall be redesignated as maturity dates and other
Sinking Fund Installments for the Bonds of such Series on the Fixed Rate Conversion
Date for such Series of Bonds as follows:
(a) If the Fixed Rate Conversion Date for any Series of the Bonds is on or
before December 1, 2019, principal of such Bonds shall mature (a) in ten serial maturities in
amounts equal to the Sinking Fund Installments established for such dates pursuant to
Section 5.04, commencing on the December 1 immediately succeeding the Fixed Rate
Conversion Date, and on December 1 of each of the succeeding years, and (b) in a term maturity
on the Maturity Date for such Series of Bonds.
(b) If the Fixed Rate Conversion Date for any Series of the Bonds is after
December 1, 2019, principal of such Bonds shall mature in serial maturities in principal amounts
equal to the Sinking Fund Installments established for such dates pursuant to Section 5.04
commencing on the December 1 immediately succeeding the Fixed Rate Conversion Date and on
December 1 of each of the succeeding years.
(c) Sinking Fund Installments for each term maturity of each Series of the
Bonds established pursuant to subparagraph (a) above shall be in principal amounts equal to the
Sinking Fund Installments established for such dates pursuant to Section 5.04 for such Series of
Bonds and be payable on December 1 of each year, commencing on December I of the year
immediately following the next preceding maturity date of Bonds and ending on the respective
Maturity Date for such Series.
(d) Notwithstanding anything above to the contrary, if, due to the serialization
of the Bonds pursuant to this subsection (C)(2), a Favorable Opinion of Bond Counsel cannot be
delivered, then no such serialization shall occur.
(e) In accordance with this Section 2.02, the Bond Trustee shall select the
Bonds of each maturity date by lot.
(D) The principal or Redemption Price of the Bonds shall be payable in lawful
money of the United States of America at the Principal Office of the Bond Trustee upon
surrender of the Bonds to the Bond Trustee for cancellation; provided that the Bond Trustee may
agree with the Holder of any Bond that such Holder may, in lieu of surrendering the same for a
new Bond, endorse on such Bond a record of partial payment of the principal of such Bond in the
form set forth below (which shall be typed or printed on such Bond):
PAYMENTS ON ACCOUNT OF PRINCIPAL
Principal Balance of Principal Signature
Payment Date Amount Paid Amount Unpaid of Holder
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The Bond Trustee shall maintain a record of each such partial payment made in
accordance with the foregoing agreement and such record of the Bond Trustee shall be
conclusive. Such partial payment shall be valid upon payment of the amount thereof to the
Holder of such Bond, and the City and the Bond Trustee shall be fully released and discharged
from all liability to the extent of such payment regardless of whether such endorsement shall or
shall not have been made upon such Bond by the Holder thereof and regardless of any error or
omission in such endorsement.
(E) The Bonds shall be subject to redemption as provided in Article W.
(F) (1) Notwithstanding anything in this Bond Indenture to the contrary,
(a) each Unremarketed Bond shall bear interest on the outstanding principal amount thereof at
the Bank Rate applicable to such Unremarketed Bond in accordance with the Index Rate
Agreement relating to such Unremarketed Bond (as calculated by the Calculation Agent in
accordance with such Index Rate Agreement) for each day from and including the day such
Bond becomes an Unremarketed Bond to and excluding the day such Bond ceases to be an
Unremarketed Bond or until it is paid in full, (b) interest on each Unremarketed Bond shall be
calculated in accordance with the Index Rate Agreement relating to such Unremarketed Bond
and the actual number of days elapsed, and (c) interest on each Unremarketed Bond shall be
payable on such dates as are specified in the Index Rate Agreement relating to such
Unremarketed Bond. A Bond shall cease to be an Unremarketed Bond only if such
Unremarketed Bond is remarketed and transferred or such Unremarketed Bond is redeemed in
full, in each case, in accordance with the terms hereof and the Index Rate Agreement.
(2) During any Index Rate Period, so long as there is no default or event of
default declared under the Index Rate Agreement by the Purchaser to the Corporation and the
Bond Trustee, the Corporation may repay the Purchaser the principal amount of Bonds in the
Index Rate Mode due on the applicable Bank Purchase Date and not repurchased or remarketed
on the earliest of (1) the next occurring Bank Purchase Date, (2) the Maturity Date of such Bonds
or the date on which such Bonds are redeemed or otherwise cancelled (in accordance with
Section 4.01(F) hereof), or (3) the date on which such Bonds are remarketed. While the
Purchaser holds any Unremarketed Bonds, principal on such Unremarketed Bonds due to the
Purchaser shall amortize in twelve (12) equal quarterly installments calculated from the first day
of the calendar month succeeding such next occurring Bank Purchase Date and shall be payable
in arrears on the first Business Day of each calendar quarter. Any or all of the principal due to
the Purchaser on Unremarketed Bonds may be prepaid at any time, in accordance with the terms
of the applicable Index Rate Agreement.
(G) The Bond Trustee shall identify all payments (whether made by check or
by wire transfer) of interest, principal and premium, if any, by CUSIP number of the Bonds.
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Section 2.03. Initial Interest Rate; Subsequent Interest Rates
(A) The initial Interest Rate Period for the Series 2009B, 2009C,
2009D and Series 2009E Bonds were a Long -Term Interest Rate Period for the initial period
specified below. Such Bonds shall initially bear interest from the Date of Issuance to and
including the last day of the initial Long -Term Interest Rate Period, at the rates per annum set
forth below:
(B) The interest rate on any Series of the Bonds may thereafter be
adjusted to a Daily Interest Rate, a Weekly Interest Rate, a Remarketing Window Interest Rate,
an Index Rate, Bond Interest Term Rates or a Long -Term Interest Rate, as provided in this
Article IL In the manner hereinafter provided, the term of each Series of the Bonds will be
divided into consecutive Interest Rate Periods during each of which such Bonds shall bear
interest at the Daily Interest Rate, Weekly Interest Rate, Remarketing Window Interest Rate,
Index Rate, Bond Interest Term Rates or Long -Term Interest Rate; provided, however, that no
Bond shall bear interest in excess of the Maximum Interest Rate. At the option of the
Corporation, Bonds in a Long -Term Interest Rate Period of ten years or less may be designated
as Intermediate -Term Put Bonds and the Long -Term Interest Rate Period applicable to such
Bonds may be designated as an Intermediate -Term Interest Rate Period.
Section 2.04. Daily Interest Rate Period and Weekly Interest Rate Period
(A) Determination of Daily Interest Rates. During each Daily Interest
Rate Period with respect to a Series of Bonds, the Bonds of such Series shall bear interest at the
Daily Interest Rate, which shall be determined by the Remarketing Agent by no later than 10:00
a.m., New York City time, on each Business Day. The Daily Interest Rate shall be the rate of
interest per annum determined by the Remarketing Agent to be the minimum interest rate which,
if borne by the Bonds of the applicable Series, would enable the Remarketing Agent to sell such
Bonds on the effective date of such rate at a price (without regarding accrued interest) equal to
the principal amount thereof. In the event that the Remarketing Agent fails to establish a Daily
Interest Rate for any Business Day, then the Daily Interest Rate for such Business Day shall be
the same as the Daily Interest Rate for the immediately preceding Business Day if the Daily
Interest Rate for such preceding Business Day was determined by the Remarketing Agent.
Subject to the provisions of Section 2.09, in the event that the Daily Interest Rate for the
immediately preceding Business Day was not determined by the Remarketing Agent, or in the
event that the Daily Interest Rate determined by the Remarketing Agent shall be held to be
invalid or unenforceable by a court of law, then the interest rate for such Business Day shall be
equal to 110% of the SIFMA Swap Index on the day such Daily Interest Rate would otherwise
be determined as provided herein for such Daily Interest Rate Period.
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Last Day of Initial Long -
Series
Term Interest Period
Initial Interest Rate
2009B
February 7, 2011
4.00%
2009C
February 7, 2011
4.00%
2009D
February 6, 2013
5.00%
2009E
February 6, 2013
5.00%
(B) The interest rate on any Series of the Bonds may thereafter be
adjusted to a Daily Interest Rate, a Weekly Interest Rate, a Remarketing Window Interest Rate,
an Index Rate, Bond Interest Term Rates or a Long -Term Interest Rate, as provided in this
Article IL In the manner hereinafter provided, the term of each Series of the Bonds will be
divided into consecutive Interest Rate Periods during each of which such Bonds shall bear
interest at the Daily Interest Rate, Weekly Interest Rate, Remarketing Window Interest Rate,
Index Rate, Bond Interest Term Rates or Long -Term Interest Rate; provided, however, that no
Bond shall bear interest in excess of the Maximum Interest Rate. At the option of the
Corporation, Bonds in a Long -Term Interest Rate Period of ten years or less may be designated
as Intermediate -Term Put Bonds and the Long -Term Interest Rate Period applicable to such
Bonds may be designated as an Intermediate -Term Interest Rate Period.
Section 2.04. Daily Interest Rate Period and Weekly Interest Rate Period
(A) Determination of Daily Interest Rates. During each Daily Interest
Rate Period with respect to a Series of Bonds, the Bonds of such Series shall bear interest at the
Daily Interest Rate, which shall be determined by the Remarketing Agent by no later than 10:00
a.m., New York City time, on each Business Day. The Daily Interest Rate shall be the rate of
interest per annum determined by the Remarketing Agent to be the minimum interest rate which,
if borne by the Bonds of the applicable Series, would enable the Remarketing Agent to sell such
Bonds on the effective date of such rate at a price (without regarding accrued interest) equal to
the principal amount thereof. In the event that the Remarketing Agent fails to establish a Daily
Interest Rate for any Business Day, then the Daily Interest Rate for such Business Day shall be
the same as the Daily Interest Rate for the immediately preceding Business Day if the Daily
Interest Rate for such preceding Business Day was determined by the Remarketing Agent.
Subject to the provisions of Section 2.09, in the event that the Daily Interest Rate for the
immediately preceding Business Day was not determined by the Remarketing Agent, or in the
event that the Daily Interest Rate determined by the Remarketing Agent shall be held to be
invalid or unenforceable by a court of law, then the interest rate for such Business Day shall be
equal to 110% of the SIFMA Swap Index on the day such Daily Interest Rate would otherwise
be determined as provided herein for such Daily Interest Rate Period.
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(B) Conversion to Daily Interest Rate. Subject to Section 2.08, at any
time, the Corporation, by written direction to, the Bond Trustee, the Tender Agent (if any), the
Liquidity Facility Provider (if any), and the Remarketing Agent (if any), may elect that the
Bonds of any Series shall bear interest at a Daily Interest Rate. Such direction of the Corporation
shall specify (i) the proposed effective date of such conversion to a Daily Interest Rate Period,
which date shall be (1) a Business Day not earlier than the fifteenth (15th) day following the
second Business Day after receipt by the Trustee of such direction, (2) in the case of a
conversion from a Long -Term Interest Rate Period or an Index Rate Period, the day immediately
following the last day of the then - current Long -Term Interest Rate Period or Index Rate Period
with respect to the Bonds of such Series or a day on which the Bonds of such Series otherwise
would be subject to optional redemption pursuant to Section 4.01(C) or 4.01(F), respectively, if
such conversion did not occur, (3) in the case of a conversion from a Remarketing Window
Tender Rate Period, the day immediately following the last day of the then - current Remarketing
Window Tender Rate Period with respect to the Bonds of such Series or a day on which the
Bonds of such Series otherwise would be subject to optional redemption pursuant to
Section 4.01(B) if such conversion did not occur, and (4) in the case of a conversion from a
Short-Term Interest Rate Period, the day immediately following the last day of the Short-Term
Interest Rate Period with respect to the Bonds of such Series; and (ii) the date of delivery for
such Bonds to be purchased on the effective date of such conversion to a Daily Interest Rate
Period. In addition, such direction shall be accompanied by (1) a letter of Bond Counsel that it
expects to be able to give a Favorable Opinion of Bond Counsel on the effective date of the
conversion to the Daily Interest Rate Period (unless otherwise provided in Section 2.09(C)(i))
and (2) a form of notice to be mailed by the Trustee to the Holders of the Bonds of such Series as
provided in Section 2.04(C). During each Daily Interest Rate Period for a Series of Bonds
commencing on a date so specified and ending on the day immediately preceding the effective
date of the next succeeding Interest Rate Period for a Series of Bonds, the interest rate home by
the Bonds of such Series shall be a Daily Interest Rate.
(C) Notice of Conversion to Daily Interest Rate. The Trustee shall
give notice by first -class mail of a conversion to a Daily Interest Rate Period for the Bonds of
any Series to the Holders of the Bonds of such Series not less than fifteen (15) days prior to the
proposed effective date of such Daily Interest Rate Period. Such notice shall state: (i) that the
interest rate on the Bonds of such Series will be adjusted to a Daily Interest Rate unless Bond
Counsel fails to deliver a Favorable Opinion of Bond Counsel (unless otherwise provided in
Section 2.09(C)(i)) to the Authority, the Trustee, the Corporation and the Remarketing Agent as
to such conversion on the effective date of such conversion in the Interest Rate Period; (ii) the
proposed effective date of such Daily Interest Rate Period; and (iii) that the Bonds of such Series
are subject to mandatory tender for purchase on such proposed effective date, regardless of
whether any or all conditions to the conversion are met, and setting forth the applicable Tender
Price and the place of delivery for purchase of such Bonds.
(D) Determination of Weekly Interest Rates. During each Weekly
Interest Rate Period with respect to a Series of Bonds, the Bonds of such Series shall bear
interest at the Weekly Interest Rate, which shall be determined by the Remarketing Agent by no
later than 5:00 p.m., New York City time, on Tuesday of each week during such Weekly Interest
Rate Period, or if such day shall not be a Business Day, then on the next succeeding Business
Day. The first Weekly Interest Rate for each Weekly Interest Rate Period shall be determined on
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or prior to the first day of such Weekly Interest Rate Period and shall apply to the period
commencing on the first day of such Weekly Interest Rate Period and ending on the next
succeeding Tuesday (whether or not a Business Day). Thereafter, each Weekly Interest Rate
shall apply to the period commencing on the first Wednesday on or after the date of
determination thereof (whether or not a Business Day) and ending on the next succeeding
Tuesday (whether or not a Business Day), unless such Weekly Interest Rate Period shall end on a
day other than Tuesday, in which event the last Weekly Interest Rate for such Weekly Interest
Rate Period shall apply to the period commencing on the Wednesday (whether or not a Business
Day) preceding the last day of such Weekly Interest Rate Period and ending on the last day of
such Weekly Interest Rate Period. The Weekly Interest Rate shall be the rate of interest per
annum determined by the Remarketing Agent to be the minimum interest rate which, if borne by
the Bonds of such Series, would enable the Remarketing Agent to sell such Bonds on the
effective date and at the time of such determination at a price (without regarding accrued
interest) equal to the principal amount thereof. In the event that the Remarketing Agent fails to
establish a Weekly Interest Rate for any week, then the Weekly Interest Rate for such week shall
be the same as the Weekly Interest Rate for the immediately preceding week if the Weekly
Interest Rate for such preceding week was determined by the Remarketing Agent. Subject to the
provisions of Section 2.08(D), in the event that the Weekly Interest Rate for the immediately
preceding week was not determined by the Remarketing Agent, or in the event that the Weekly
Interest Rate determined by the Remarketing Agent shall be held to be invalid or unenforceable
by a court of law, then the interest rate for such week shall be equal to 110% of the SIFMA Swap
Index on the day such Weekly Interest Rate would otherwise be determined as provided herein
for such Weekly Interest Rate Period until the Remarketing Agent determines the Weekly
Interest Rate as required hereunder.
(E) Conversion to Weekly Interest Rate. Subject to Section 2.08, at
any time, the Corporation, by written direction to the Bond Trustee, the Credit Facility Provider
(if any), the Tender Agent (if any), the Liquidity Facility Provider (if any), and the Remarketing
Agent (if any), may elect that the Bonds of any Series shall bear interest at a Weekly Interest
Rate. Such direction of the Corporation shall specify (i) the proposed effective date of such
conversion to a Weekly Interest Rate Period, which date shall be (1) a Business Day not earlier
than the tenth (10th) day following the second Business Day after receipt by the Bond Trustee of
such direction, (2) in the case of a conversion from a Long -Term Interest Rate Period or an Index
Rate Period, the day immediately following the last day of the then - current Long -Term Interest
Rate Period or Index Rate Period with respect to the Bonds of such Series or a day on which the
Bonds of such Series otherwise would be subject to optional redemption pursuant to Section
4.01(C) or 4.01(F), respectively, if such conversion did not occur, (3) in the case of a conversion
from a Remarketing Window Tender Rate Period, the day immediately following the last day of
the then - current Remarketing Window Tender Rate Period with respect to the Bonds of such
Series or a day on which the Bonds of such Series otherwise would be subject to optional
redemption pursuant to Section 4.01(B) if such conversion did not occur, and (4) in the case of a
conversion from a Short-Term Interest Rate Period, the day immediately following the last day
of the Short-Term Interest Rate Period with respect to the Bonds of such Series and (ii) the date
of delivery for such Bonds to be purchased on the effective date of such conversion to a Weekly
Interest Rate Period. In addition, such direction shall be accompanied by (1) a letter of Bond
Counsel that it expects to be able to give a Favorable Opinion of Bond Counsel on the effective
date of the conversion to the Weekly Interest Rate Period and (2) a form of the notice to be
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mailed by the Bond Trustee to the Holders of the Bonds of such Series as provided in
Section 2.04(F). During each Weekly Interest Rate Period for a Series of Bonds commencing on
a date so specified and ending on the day immediately preceding the effective date of the next
succeeding Interest Rate Period for a Series of Bonds, the interest rate borne by the Bonds of
such Series shall be a Weekly Interest Rate.
(F) Notice of Conversion to Weekly Interest Rate. The Bond Trustee
shall give notice by first -class mail of a conversion to a Weekly Interest Rate Period for the
Bonds of any Series to the Holders of the Bonds of such Series not less than ten (10) days prior
to the proposed effective date of such Weekly Interest Rate Period. Such notice shall state: (i)
that the interest rate on the Bonds of such Series will be adjusted to a Weekly Interest Rate
unless Bond Counsel fails to deliver a Favorable Opinion of Bond Counsel to the Bond Trustee,
the Corporation, the Credit Facility Provider (if any) and the Remarketing Agent as to such
conversion on the effective date of such conversion in the Interest Rate Period; (ii) the proposed
effective date of such Weekly Interest Rate Period; and (iii) that the Bonds of such Series are
subject to mandatory tender for purchase on such proposed effective date, regardless of whether
any or all conditions to the conversion are met (unless the Bonds were previously bearing
interest at a Remarketing Window Interest Period Rate), and setting forth the applicable Tender
Price and the place of delivery for purchase of such Bonds.
Section 2.05. Long -Term Interest Rate Period
(A) Determination of Long -Term Interest Rate. During the Long -Term
Interest Rate Period with respect to a Series of Bonds, the Bonds of such Series shall bear
interest at the Long -Term Interest Rate. The Long -Term Interest Rate shall be determined by the
Remarketing Agent on a Business Day no later than the Long -Term Conversion Date. Subject to
the provisions of Section 2.05(D), the Long -Term Interest Rate shall be the rate of interest per
annum determined by the Remarketing Agent to be the minimum interest rate which, if borne by
the Bonds of the applicable Series, would enable the Remarketing Agent to sell such Bonds on
the date and at the time of such determination at a price (without regarding accrued interest)
equal to the principal amount thereof. If, for any reason, the Long -Term Interest Rate is not so
determined for the Long -Term Interest Rate Period by the Remarketing Agent on or prior to the
first day of such Long -Term Interest Rate Period, then the Bonds of the applicable Series shall
bear interest at the Weekly Interest Rate as provided in Section 2.04, and shall continue to bear
interest at a Weekly Interest Rate determined in accordance with Section 2.04 until such time as
the interest rate on the Bonds of such Series shall have been adjusted to a Daily Interest Rate,
Bond Interest Term Rates, a Remarketing Window Interest Rate, an Index Rate or a Long -Term
Interest Rate, as provided herein.
(B) Conversion to or Continuation of Long -Tenn Interest Rate.
(1) Subject to Section 2.08, at any time, the Corporation, by
written direction to the Bond Trustee, the Credit Facility Provider (if any), the Tender
Agent (if any), the Liquidity Facility Provider (if any), and the Remarketing Agent (if
any), may elect that the Bonds of any Series shall bear interest at a Long -Term Interest
Rate. Such direction of the Corporation (i) shall specify the proposed effective date of
the Long -Term Interest Rate Period, which date shall be (1) a Business Day not earlier
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than the tenth (10th) day following the second Business Day after receipt by the Bond
Trustee of such direction, (2) in the case of a conversion from a Short-Term Interest Rate
Period or Index Rate Period to a Long -Term Interest Rate Period or Index Rate Period,
the day immediately following the last day of the Short-Term Interest Rate Period or
Index Rate Period, respectively, or a day on which the Bonds of such Series otherwise
would be subject to optional redemption pursuant to Section 4.01(C) or 4.01(F),
respectively, (3) in the case of a conversion from a Remarketing Window Tender Rate
Period, the day immediately following the last day of the then- current Remarketing
Window Tender Rate Period with respect to the Bonds of such Series or a day on which
the Bonds of such Series otherwise would be subject to optional redemption pursuant to
Section 4.01(B) if such conversion did not occur, and (4) in the case of a conversion from
one Long -Term Interest Rate Period to another Long -Term Interest Rate Period, the day
immediately following the last day of the then - current Long -Term Interest Rate Period
for such Series or a day on which the Bonds of such Series otherwise would be subject to
optional redemption pursuant to Section 4.01(C) if such conversion did not occur; and (ii)
with respect to any such Long -Term Interest Rate Period, may specify redemption prices
and periods different from those set forth in this Bond Indenture, if approved by Bond
Counsel as provided in Section 2.05(B)(2).
The last day of the Long -Term Interest Rate Period shall be determined by the
Remarketing Agent, in response to direction of the Corporation, on a Business Day not later than
the Long -Term Conversion Date (which last day shall be either the day immediately prior to the
Maturity Date for such Series, or a day which is at least one hundred eighty-one (18 1) days after
the effective date thereof).
(2) The direction of the Corporation described in
Section 2.05(B)(1) shall be accompanied by a letter of Bond Counsel that it expects to be
able to give a Favorable Opinion of Bond Counsel on the Long -Term Conversion Date
and by a form of the notice to be mailed by the Bond Trustee to the Holders of the Bonds
of such Series as provided in Section 2.05(C). During the Long -Term Interest Rate
Period for a Series of Bonds commencing and ending on the dates so determined and
during each successive Long -Term Interest Rate Period, if any, so determined, the
interest rate borne by the Bonds of such Series shall be a Long -Term Interest Rate.
(3) If, by the second Business Day preceding the tenth (10th)
day prior to the last day of any Long -Term Interest Rate Period with respect to the Bonds
of any Series which ends on a day other than the day immediately preceding the Maturity
Date of such Bonds, the Bond Trustee shall not have received notice of the Corporation's
election that, during the next succeeding Interest Rate Period, the Bonds of such Series
shall bear interest at a Weekly Interest Rate, a Long -Term Interest Rate, an Index Rate, a
Remarketing Window Interest Rate or at Bond Interest Term Rates, the next succeeding
Interest Rate Period for such Bonds shall be a Weekly Interest Rate Period until such
time as the interest rate on such Bonds shall be adjusted to a Long -Term Interest Rate, a
Remarketing Window Interest Rate, an Index Rate or Bond Interest Term Rates, as
provided in this Article 11.
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(4) After the Fixed Rate Conversion Date for a Series of
Bonds, the Bonds of such Series shall no longer be subject to or have the benefit of the
provisions of Sections 4.06 through 4.22.
(C) Notice of Conversion to or Continuation of Long -Term Interest
Rate. The Bond Trustee shall give notice of a conversion to a (or the establishment of another)
Long -Term Interest Rate Period for the Bonds of any Series to the Holders of such Bonds not
less than ten (10) days prior to the proposed effective date of such Long -Term Interest Rate
Period. Such notice shall state: (i) that the interest rate on the Bonds of the applicable Series
shall be adjusted to, or continue to be, a Long -Term Interest Rate unless Bond Counsel fails to
deliver a Favorable Opinion of Bond Counsel to the Bond Trustee, the Corporation and the
Remarketing Agent as to such conversion in the Interest Rate Period on the effective date of such
conversion; (ii) the proposed effective date of such Long -Term Interest Rate Period; and (iii) that
the Bonds of such Series are subject to mandatory tender for purchase on such proposed effective
date, regardless of whether any or all conditions to the conversion are met (unless the Bonds
were previously bearing interest at a Remarketing Window Interest Rate), and setting forth the
applicable Tender Price and the place of delivery for purchase of such Bonds.
(D) Sale at Premium or Discount. Notwithstanding the provisions of
Section 2.05(A), the Long -Term Interest Rate shall be the rate of interest per annum determined
by the Remarketing Agent to be the interest rate which, if borne by the Bonds of the applicable
Series, would enable the Remarketing Agent to sell such Bonds on the date and at the time of
such determination at a price which will result in the lowest net interest cost for the Bonds of
such Series, after taking into account any premium or discount at which such Bonds are sold by
the Remarketing Agent, provided that:
(1) the Remarketing Agent certifies to the Bond Trustee, the
Tender Agent and the Corporation that the sale of the Bonds of such Series at the interest
rate and premium or discount specified by the Remarketing Agent is expected to result in
the lowest net interest cost for such Bonds on the Long -Term Conversion Date;
(2) the Corporation consents in writing to the sale of the Bonds
of such Series by the Remarketing Agent at such premium or discount;
(3) in the case of Bonds to be sold at a discount, either (a) a
Liquidity Facility is in effect with respect to such Series of Bonds and provides for the
payment of such discount or (b) the Corporation agrees to transfer to the Tender Agent on
the Long -Term Conversion Date, in immediately available funds, for deposit in the
Corporation Purchase Account, an amount equal to such discount;
(4) in the case of Bonds to be sold at a premium, the
Remarketing Agent shall transfer to the Bond Trustee for deposit in the Revenue Fund an
amount equal to such premium;
(5) on or before the date of the determination of the Long -
Term Interest Rate, the Corporation delivers to the Bond Trustee, the Credit Facility
Provider (if any), and the Remarketing Agent a letter of Bond Counsel to the effect that
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Bond Counsel expects to be able to give a Favorable Opinion of Bond Counsel on the
Long -Term Conversion Date; and
(6) on or before the Long -Term Conversion Date, a Favorable
Opinion of Bond Counsel shall have been received by the Bond Trustee, the Corporation,
the Credit Facility Provider (if any), and the Remarketing Agent.
Section 2.06. Short-Term Interest Rate Periods
(A) Determination of Bond Interest Terms and Bond Interest Term
Rates. During each Short-Term Interest Rate Period with respect to a Series of Bonds, each
Bond of such Series shall bear interest during each Bond Interest Term for such Bond at the
Bond Interest Term Rate for such Bond. The Bond Interest Term and the Bond Interest Term
Rate for each Bond need not be the same for any two Bonds, even if determined on the same
date. Each of such Bond Interest Terms and Bond Interest Term Rates for each Bond shall be
determined by the Remarketing Agent, after consultation with the Corporation, no later than the
first day of each Bond Interest Term. Each Bond Interest Term shall be for a period of days
within the range or ranges announced as possible Bond Interest Terms no later than 9:30 a.m.,
New York City time, on the first day of each Bond Interest Term by the Remarketing Agent.
Each Bond Interest Term for each Bond shall be a period of not more than one hundred eighty
(180) days, determined by the Remarketing Agent to be the period which, together with all other
Bond Interest Terms for all Bonds of the applicable Series then Outstanding, will result in the
lowest overall interest expense on the Bonds of such Series. Each Bond Interest Term shall end
on either a day which immediately precedes a Business Day or on the day immediately preceding
the Maturity Date for such Series. No Bond Interest Term shall be set to end on a day later than
the fifth day preceding the expiration of any Liquidity Facility applicable to the subject Series.
If, for any reason, a Bond Interest Term for any Bond cannot be so determined by the
Remarketing Agent, or if the determination of such Bond Interest Term is held by a court of law
to be invalid or unenforceable, then such Bond Interest Term shall be thirty (30) days, but if the
last day so determined shall not be a day immediately preceding a Business Day, shall end on the
first day immediately preceding the Business Day next succeeding such last day, or if such last
day would be after the day immediately preceding the Maturity Date, shall end on the day
immediately preceding such Maturity Date for such Series. In determining the number of days in
each Bond Interest Term, the Remarketing Agent shall take into account the following factors:
(1) existing short-term, tax- exempt market rates and indices of such short-term rates; (II) the
existing market supply and demand for short-term tax- exempt securities; (III) existing yield
curves for short-term and long -term tax - exempt securities for obligations of credit quality
comparable to the Bonds of such Series; (IV) general economic conditions; (V) industry
economic and financial conditions that may affect or be relevant to the Bonds of such Series;
(VI) the Bond Interest Terms of other Bonds of such Series; and (VII) such other facts,
circumstances and conditions pertaining to financial markets as the Remarketing Agent, in its
sole discretion, shall determine to be relevant.
The Bond Interest Term Rate for each Bond Interest Term for each Bond in a
Short-Term Interest Rate Period shall be the rate of interest per annum determined by the
Remarketing Agent to be the minimum interest rate which, if borne by such Bond, would enable
the Remarketing Agent to sell such Bond on the date and at the time of such determination at a
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price equal to the principal amount thereof. Subject to the provisions of Section 2.08(D), if, for
any reason, a Bond Interest Term Rate for any Bond in a Short-Term Interest Rate Period is not
so established by the Remarketing Agent for any Bond Interest Term, or if such Bond Interest
Term Rate is determined by a court of law to be invalid or unenforceable, then the Bond Interest
Term Rate for such Bond Interest Term shall be the rate per annum equal to 110% of the SIFMA
Swap Index on the first day of such Bond Interest Term.
(B) Conversion to Bond Interest Term Rates. Subject to Section 2.08,
at any time, the Corporation, by written direction to the Bond Trustee, the Credit Facility
Provider (if any), the Tender Agent (if any), the Liquidity Facility Provider (if any), and the
Remarketing Agent (if any), may elect that the Bonds of any Series shall bear interest at Bond
Interest Term Rates. Such direction of the Corporation shall specify (i) the proposed effective
date of the Short-Term Interest Rate Period (during which the Bonds of such Series shall bear
interest at Bond Interest Term Rates), which date shall be (1) a Business Day not earlier than the
tenth (10th) day following the second Business Day after receipt by the Bond Trustee of such
direction, (2) in the case of a conversion from a Long -Term Interest Rate Period or Index Rate
Period for a Series, the day immediately following the last day of the then - current Long -Term
Interest Rate Period or Index Rate Period, respectively, for such Series or a day on which the
Bonds of such Series otherwise would be subject to optional redemption pursuant to Section
4.01(C) or 4.01(F), respectively, if such conversion did not occur, (3) in the case of a conversion
from a Remarketing Window Tender Rate Period, the day immediately following the last day of
the then - current Remarketing Window Tender Rate Period with respect to the Bonds of such
Series or a day on which the Bonds of such Series otherwise would be subject to optional
redemption pursuant to Section 4.01(B) if such conversion did not occur, and (4) in the case of a
conversion from a Weekly Interest Rate Period the day immediately following the last day of
such Interest Rate Period with respect to the Bonds of such Series; and (ii) the date of delivery of
such Bonds to be purchased. In addition, the direction of the Corporation shall be accompanied
by (1) a letter of Bond Counsel that it expects to be able to give a Favorable Opinion of Bond
Counsel on the effective date of the conversion to the Short-Term Interest Rate Period and (2) a
form of the notice to be mailed by the Bond Trustee to the Holders of the Bonds of such Series as
provided in Section 2.06(C). During each Short-Term Interest Rate Period for a Series of Bonds
commencing on the date so specified and ending, with respect to each Bond of such Series, on
the day immediately preceding the effective date of the next succeeding Interest Rate Period with
respect to such Bond, each such Bond shall bear interest at a Bond Interest Tenn Rate during
each Bond Interest Tenn for such Bond.
(C) Notice of Conversion to Bond Interest Term Rates. The Bond
Trustee shall give notice by first -class mail of a conversion to a Short-Term Interest Rate Period
for the Bonds of any Series to the Holders of such Bonds not less than ten (10) days prior to the
proposed effective date of such Short-Term Interest Rate Period. Such notice shall state: (i) that
the Bonds of the applicable Series shall bear interest at Bond Interest Term Rates unless Bond
Counsel fails to deliver a Favorable Opinion of Bond Counsel to the Bond Trustee, the Credit
Facility Provider (if any), the Liquidity Facility Provider (if any), the Corporation and the
Remarketing Agent as to such conversion on the effective date of such conversion in the Interest
Rate Period or other conditions precedent to such conversion are not met; (ii) the proposed
effective date of such Short -Term Interest Rate Period; and (iii) that such Bonds are subject to
mandatory tender for purchase on such proposed effective date of such Short-Term Interest Rate
OHSUSA:752280284.4 63
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Period, regardless of whether any or all conditions precedent to the conversion are met (unless
the Bonds were previously bearing interest at a Remarketing Window Interest Rate), and setting
forth the applicable Tender Price and the place of delivery for purchase of the Bonds of such
Series.
(D) Conversion from Short-Term Interest Rate Period. Subject to
Section 2.08(B), at any time during a Short-Tenn Interest Rate Period with respect to a Series of
Bonds, the Corporation may elect, pursuant to Sections 2.04(B), 2.04(E), 2.05(B), 2.07 (B), 2.08
or 2.16, that such Bonds no longer shall bear interest at Bond Interest Term Rates and shall
instead bear interest at a Daily Interest Rate, a Weekly Interest Rate, a Remarketing Window
Interest Rate, an Index Rate, or a Long -Term Interest Rate, as specified in such election. The
date on which all Bond Interest Terms determined for the Bonds of such Series shall end shall be
the last day of the then - current Short-Term Interest Rate Period and the day next succeeding such
date shall be the effective date of the Daily Interest Rate Period, Weekly Interest Rate Period,
Remarketing Window Interest Rate Period, Index Rate Period or Long -Term Interest Rate Period
elected by the Corporation for such Bonds.
Section 2.07. Remarketinge Window Interest Rate Period
(A) Determination of Remarketing Window Interest Rate. During each
Remarketing Window Interest Rate Period with respect to a Series of Bonds, the Bonds of such
Series shall bear interest at the Remarketing Window Interest Rate, which shall be determined by
the Remarketing Window Calculation Agent each Thursday (or if such day is not a Business
Day, then on the next succeeding Business Day) and shall be equal to the SIFMA Swap Index on
such day plus the Remarketing Window Spread. The Remarketing Window Calculation Agent
shall furnish each Remarketing Window Interest Rate so determined to the Trustee, the
Remarketing Agent, the City and the Corporation by Electronic Means no later than the Business
Day next succeeding the date of determination. The first Remarketing Window Interest Rate for
each Remarketing Window Interest Rate Period shall be determined on or prior to the first day of
such Remarketing Window Interest Rate Period, shall apply to the period commencing on the
first day of such Remarketing Window Interest Rate Period and ending on and including the next
succeeding Wednesday and shall be equal to the SIFMA Swap Index as of the first day of such
Remarketing Window Interest Rate Period (or, if the first day of such Remarketing Window
Interest Rate Period is not a Thursday, the SIFMA Swap Index as of the Thursday preceding the
first day of such Remarketing Window Interest Rate Period) plus the Remarketing Window
Spread. Thereafter, each Remarketing Window Interest Rate shall apply to the period
commencing on and including Thursday and ending on and including the next succeeding
Wednesday, unless such Remarketing Window Interest Rate Period ends on a day other than
Wednesday, in which event the last Remarketing Window Interest Rate for such Remarketing
Window Interest Rate Period shall apply to the period commencing on and including the
Thursday preceding the last day of such Remarketing Window Interest Rate Period and ending
on and including the last day of such Remarketing Window Interest Rate Period.
During each Remarketing Window Interest Rate Period with respect to a Series of
Bonds, the Remarketing Agent may (i) with the consent of the Corporation, increase the
Remarketing Window Spread with respect to such Series of Bonds effective as of any
Remarketing Window Optional Tender Date during each Remarketing Window, any
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Remarketing Window Mandatory Tender Date or a mandatory Tender Date for all of the Bonds
that occurs pursuant to Section 4.11 during such Remarketing Window Interest Rate Period, or
(ii) reduce the Remarketing Window Spread effective as of any Remarketing Window
Mandatory Tender Date or a mandatory Tender Date for all of the Bonds that occurs pursuant to
Section 4.11 during such Remarketing Window Interest Rate Period. The sum of the SIFMA
Swap Index plus the revised Remarketing Window Spread shall be equal to the rate of interest
per annum determined by the Remarketing Agent (based on an examination of tax exempt
obligations comparable, in the judgment of the Remarketing Agent, to the applicable Series of
Bonds and known by the Remarketing Agent to have been priced or traded under then prevailing
market conditions) to be the minimum interest rate which, if borne by the Bonds of such Series,
would enable the Remarketing Agent to sell all of the Bonds of such Series on the effective date
of the revised Remarketing Window Spread at a price (without regard to accrued interest) equal
to the principal amount thereof. A revised Remarketing Window Spread shall apply to all Bonds
of the applicable Series bearing interest at a Remarketing Window Interest Rate as of the
effective date of the revised Remarketing Window Spread.
If the Remarketing Window Interest Rate for any week is held to be invalid or
unenforceable by a court of law or if the SIFMA Swap Index is not available for any week, then
the Remarketing Window Interest Rate for such week shall be equal to 85% of the interest rate
on 30 day high grade unsecured commercial paper notes sold through dealers by major
corporations as reported in The Wall Street Journal on the day such Remarketing Window
Interest Rate would otherwise be determined as provided herein for such Remarketing Window
Interest Rate Period, plus the Remarketing Window Spread.
(B) Conversion to Remarketing Window Interest Rate. Subject to
Section 2.08 hereof, the Corporation may, from time to time, by written direction to the Bond
Trustee, the Tender Agent (if any), the Credit Facility Provider (if any), the Liquidity Facility
Provider (if any) and the Remarketing Agent (if any), elect that a Series of the Bonds shall bear
interest at a Remarketing Window Interest Rate. The direction of the Corporation shall specify
(i) the proposed effective date of the Conversion to a Remarketing Window Interest Rate, which
shall be (1) in each case, a Business Day not earlier than the tenth (10th) day following the
second Business Day after receipt by the Trustee of such direction, (ii) in the case of a
Conversion from a Long -Term Interest Rate Period or Index Rate Period, the day immediately
following the last day of the then current Long -Term Interest Rate Period or Index Rate Period or
a day on which the Bonds would otherwise be subject to optional redemption pursuant to Section
4.01(C) or 4.01(F), respectively, if such Conversion did not occur, (3) in the case of a conversion
from a Remarketing Window Tender Rate Period, the day immediately following the last day of
the then - current Remarketing Window Tender Rate Period with respect to the Bonds of such
Series or a day on which the Bonds of such Series otherwise would be subject to optional
redemption pursuant to Section 4.01(B) if such conversion did not occur, and (4) in the case of a
Conversion from a Short-Term Interest Rate Period, the day immediately following the last day
of the Short-Term Interest Rate Period determined in accordance with Section 2.06, and (B) the
Tender Date for the Bonds to be purchased, which shall be the proposed effective date of the
Conversion to a Remarketing Window Interest Rate. In addition, the direction of the
Corporation shall be accompanied by (1) a letter of Bond Counsel that it expects to be able to
give a Favorable Opinion of Bond Counsel on the effective date of the conversion to the
Remarketing Window Interest Rate Period and (2) a form of the notice to be mailed by the
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Trustee to the Holders of the Bonds of such Series as provided in Section 2.07(C). During each
Remarketing Window Interest Rate Period for a Series of Bonds commencing on a date so
specified and ending on the day immediately preceding the effective date of the next succeeding
Interest Rate Period, the interest rate borne by the Bonds of such Series shall be a Remarketing
Window Interest Rate. The Initial Remarketing Window Spread for each Remarketing Window
Interest Rate Period shall be determined by the Remarketing Agent on a Business Day no later
than the effective date of such Remarketing Window Interest Rate Period. The sum of the
SIFMA Swap Index plus the Initial Remarketing Window Spread shall be equal to the rate of
interest per annum determined by the Remarketing Agent (based on an examination of tax
exempt obligations comparable, in the judgment of the Remarketing Agent, to the Bonds and
known by the Remarketing Agent to have been priced or traded under then prevailing market
conditions) to be the minimum interest rate which, if borne by the Bonds, would enable the
Remarketing Agent to sell all of the Bonds on the Conversion Date at a price (without regard to
accrued interest) equal to the principal amount thereof.
(C) Notice of Conversion to Remarketing Window Interest Rate. The
Trustee shall give notice by first class mail of a Conversion of a Series of Bonds to a
Remarketing Window Interest Rate Period to the Holders of the Bonds of such Series not less
than ten days prior to the proposed effective date of such Remarketing Window Interest Rate
Period. Such notice shall state (i) that the interest rate on the applicable Series of Bonds shall be
converted to a Remarketing Window Interest Rate unless the Corporation rescinds its election to
convert the interest rate to a Remarketing Window Interest Rate as provided in Section 2.08; (ii)
the proposed effective date of the Remarketing Window Interest Rate Period; and (iii) that the
Bonds of such Series are subject to mandatory tender for purchase on the proposed effective date
and setting forth the Tender Price and the place of delivery for purchase of such Bonds.
Section 2.08. Notice of Conversion; Conditions
(A) In the event that the Corporation shall elect to adjust the interest
rate on a Series of Bonds to a Daily Interest Rate, a Weekly Interest Rate, a Remarketing
Window Interest Rate, an hrdex Rate, a Long -Term Interest Rate, or Bond Interest Term Rates,
as provided in Sections 2.04(B) and (E), 2.05(B), 2.06(B), 2.07(B) or 2.16, then the written
direction furnished by the Corporation as required by such sections shall be made by registered
or certified mail, or by Electronic Means, confirmed by registered or certified mail. The Bond
Trustee shall also provide written notice to any Rating Agency then rating the Bonds of any
Conversion hereunder. If the then - current Interest Rate Period is the Index Rate Period, the
notice required to be given to the Bond Trustee pursuant to Section 2.04(C) and (E), 2.05(B),
2.06(B), 2.07(B) or 2.16, as the case may be, shall also be given to the Purchaser at least ten (10)
days prior to the proposed Conversion Date.
(B) Notwithstanding anything in this Article It, in connection with any
Conversion of the Interest Rate Period for a Series of Bonds, the Corporation shall have the right
to deliver to the Bond Trustee, the Credit Facility Provider (if any), the Remarketing Agent, the
Tender Agent, the Liquidity Facility Provider (if any), and the City, on or prior to 10:00 a.m.,
New York City time, on the second Business Day preceding the effective date of any such
Conversion a notice to the effect that the Corporation elects to rescind its election to effect such
Conversion. If the Corporation rescinds its election to effect such Conversion, then the Interest
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Rate Period shall not be converted and the Bonds of such Series shall continue to bear interest at
the Daily Interest Rate, Weekly Interest Rate, Remarketing Window Rate, Index Rate, Long -
Term Interest Rate, or Bond Interest Term Rates, as the case may be, as in effect immediately
prior to such proposed Conversion (provided, that the period of any such continuing Long -Term
Interest Rate Period shall be one year). In any event, if notice of a Conversion has been mailed
to the Holders of such Series as provided in Section 2.04(C) or (F), 2.05(C), 2.06(C), 2.07(C) or
2.16 and the Corporation rescinds its election to make such Conversion, then the Bonds of such
Series (except Bonds in a Remarketing Window Interest Period, which shall not be subject to
mandatory tender) shall continue to be subject to mandatory tender for purchase on the date
which would have been the effective date of the Conversion as provided in Section 4.08.
(C) No Conversion from one Interest Rate Period to another shall take
effect under this Bond Indenture unless each of the following conditions, to the extent applicable,
shall have been satisfied.
(1) The Bond Trustee and the City (and the Purchaserif the
then - current Interest Rate Period is the Index Rate Period) shall have received a
Favorable Opinion of Bond Counsel with respect to such Conversion.
(2) In the case of any Conversion with respect to which there
shall be no Liquidity Facility in effect to provide funds for the purchase of Bonds of any
Series on the Conversion Date, the remarketing proceeds available on the Conversion
Date shall not be less than the amount required to purchase all of the Bonds of such
Series at the Tender Price (unless the Corporation, in its sole discretion, elects to transfer
to the Tender Agent the amount of such deficiency on or before the Conversion Date).
(3) In the case of any Conversion of a Series of Bonds from
any Interest Rate Period to any other Interest Rate Period (except a Long -Term Interest
Rate Period effective to the Maturity Date for such Series), prior to the Conversion Date
the Corporation shall (1) have appointed a Tender Agent and a Remarketing Agent with
respect to such Series, and (2) there shall have been executed and delivered with respect
to such Series a Remarketing Agreement. Notwithstanding the foregoing sentence,
during an Index Rate Period, the Corporation need not maintain a Remarketing Agent nor
must there be a Tender Agent.
(D) If any condition to the Conversion of a Series of Bonds shall not
have been satisfied, then the Interest Rate Period shall not be converted and the Bonds of such
Series shall bear interest at the Weekly Interest Rate (excluding a Series of Bonds bearing
interest at a Remarketing Window Interest Rate, which will continue to bear interest at the
interest rate in effect immediately prior to such proposed Conversion) and the Bonds of such
Series (except Bonds in a Remarketing Window Interest Rate Period) shall continue to be subject
to mandatory tender for purchase on the date which would have been the effective date of the
Conversion as provided in Section 4.08.
Section 2.09. Execution of Bonds. The Bonds shall be executed in the name and
on behalf of the City with the manual or facsimile signature of its Mayor, under its seat and
attested by the manual or facsimile signature of its City Clerk. Such seal may be in the form of a
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facsimile of the City's seal and may be reproduced, imprinted or impressed on the Bonds. The
Bonds shall then be delivered to the Bond Trustee for authentication by it. In case any of the
officers who shall have signed or attested any of the Bonds shall cease to be such officer or
officers of the City before the Bonds so signed or attested shall have been authenticated or
delivered by the Bond Trustee or issued by the City, such Bonds may nevertheless be
authenticated, delivered and issued and, upon such authentication, delivery and issue, shall be as
binding upon the City as though those who signed and attested the same had continued to be
such officers of the City, and also any Bond may be signed and attested on behalf of the City by
such persons as at the actual date of execution of such Bond shall be the proper officers of the
City although at the nominal date of such Bond any such person shall not have been such officer
of the City.
Only such of the Bonds as shall bear thereon a certificate of authentication
substantially in the form hereinbefore recited, manually executed by an authorized signatory of
the Bond Trustee as authentication agent, shall be valid or obligatory for any purpose or entitled
to the benefits of this Bond Indenture, and such certificate of the Bond Trustee shall be
conclusive evidence that the Bonds so authenticated have been duly executed, authenticated and
delivered hereunder and are entitled to the benefits of this Bond Indenture.
Section 2.10. Transfer of Bonds. Subject to the provisions of Section 2.15 (or
then - applicable rules and procedures established by the Securities Depository), if the Bonds are
then in Book -Entry Form, any Bond may, in accordance with its terms, be transferred, upon the
books required to be kept pursuant to the provisions of Section 2.12, by the Person in whose
name it is registered, in person or by such Person's duly authorized attorney, upon surrender of
such Bond for cancellation, accompanied by delivery of a written instrument of transfer, duly
executed in a form approved by the Bond Trustee.
Whenever any Bond or Bonds shall be surrendered for transfer, the City (upon
written request) shall execute and the Bond Trustee shall authenticate and deliver a new Bond or
Bonds, of the same Series and maturity and for a like aggregate principal amount of Minimum
Authorized Denominations. The Bond Trustee shall require the Bondholder requesting such
transfer to pay any tax or other governmental charge required to be paid with respect to such
transfer, and the Bond Trustee may also require the Bondholder requesting such transfer to pay a
reasonable sum to cover expenses incurred by the Bond Trustee or the City in connection with
such transfer.
Section 2.11. Exchange of Bonds. Bonds may be exchanged at the Principal
Office of the Bond Trustee for a like aggregate principal amount of Bonds of other Minimum
Authorized Denominations of the same Series and maturity. The Bond Trustee shall require the
Bondholder requesting such exchange to pay any tax or other governmental charge required to be
paid with respect to such exchange and the Bond Trustee may also require the Bondholder
requesting such exchange to pay a reasonable sum to cover expenses incurred by or on behalf of
the Bond Trustee or the City in connection with such preparation and exchange.
Section 2.12. Bond Register. The Bond Trustee will keep or cause to be kept
sufficient books for the registration and transfer of the Bonds, which shall at all times (during
regular business hours at the location where such books are kept) be open to inspection by any
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Bondholder or such Bondholder's agent duly authorized in writing, the City, or the Corporation;
and, upon presentation for such purpose, the Bond Trustee shall, under such reasonable
regulations as it may prescribe, register or transfer or cause to be registered or transferred, on
such books, Bonds as hereinbefore provided.
Section 2.13. Temporary Bonds. The Bonds may be issued in temporary form
exchangeable for definitive Bonds when ready for delivery. Any temporary Bond may be
printed, lithographed or typewritten, shall be of such Minimum Authorized Denominations as
may be determined by the City, shall be in fully registered form without coupons and may
contain such reference to any of the provisions of this Bond Indenture as may be appropriate.
Every temporary Bond shall be executed by the City and be authenticated by the Bond Trustee
upon the same conditions and in substantially the same manner as the definitive Bonds. If the
City issues temporary Bonds it will execute and deliver definitive Bonds as promptly thereafter
as practicable, and thereupon the temporary Bonds shall be surrendered, for cancellation, in
exchange therefore at the Principal Office of the Bond Trustee, and the Bond Trustee shall
authenticate and deliver in exchange for such temporary Bonds an equal aggregate principal
amount of definitive Bonds of Minimum Authorized Denominations of the same Series and
maturity. Until so exchanged, the temporary Bonds shall be entitled to the same benefits under
this Bond Indenture as definitive Bonds authenticated and delivered hereunder.
Section 2.14. Bonds Mutilated, Lost, Destroyed or Stolen. If any Bond shall
become mutilated, the City, at the expense of the Holder of said Bond, shall execute, and the
Bond Trustee shall thereupon authenticate and deliver, a new Bond of like tenor in exchange and
substitution for the Bond so mutilated, but only upon surrender to the Bond Trustee of the Bond
so mutilated. Every mutilated Bond so surrendered to the Bond Trustee shall be canceled by it.
If any Bond shall be lost, destroyed or stolen, evidence of such loss, destruction or theft may be
submitted to the City and the Bond Trustee and, if such evidence be satisfactory to both and
indemnity satisfactory to them shall be given, the City, at the expense of the Holder, shall
execute, and the Bond Trustee shall thereupon authenticate and deliver, a new Bond of like tenor
in lieu of and in substitution for the Bond so lost, destroyed or stolen (or if any such Bond shall
have matured or shall be about to mature, instead of issuing a substitute Bond, the Bond Trustee
may pay the same without surrender thereof upon receipt of the above - mentioned indemnity).
The Bond Trustee may require payment of a sum not exceeding the actual cost of preparing each
new Bond issued under this Section and of the expenses which may be incurred by the City and
the Bond Trustee in complying with this Section. Any Bond issued under the provisions of this
Section in lieu of any Bond alleged to be lost, destroyed or stolen shall replace the Bond alleged
to be lost, stolen or destroyed as an original contractual obligation on the part of the City, and
shall be entitled to the benefits of this Bond Indenture with all other Bonds secured by this Bond
Indenture.
Section 2.15. Use of Securities Depository. Notwithstanding any provision of
this Bond Indenture to the contrary:
(A) The Bonds shall be initially issued as provided in Section 2.02.
The Bonds shall be issued initially in the form of a separate single fully registered Bond, which
may be typewritten, and shall be registered in the registration books kept by the Bond Trustee.
Upon the Effective Date, the Bond Trustee shall authenticate and deliver the Bonds to or upon
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the order of the Purchaser, as the registered owner. Unless otherwise directed by the
Corporation, upon conversion of the Interest Rate Mode of the Bonds of any Series from an
Index Rate Mode to another Interest Rate Mode, the Bonds of such Series will be issued pursuant
to a Book -Entry System administered by the Securities Depository with no physical distribution
of Bond certificates to be made except as provided in this Section. Unless otherwise directed by
the Corporation, upon conversion of the Interest Rate Mode of the Bonds to an Index Rate Mode,
the Bond Trustee shall withdraw the Bonds from the Book -Entry System and authenticate and
deliver the Bonds to the Holders thereof. Any provision of this Bond Indenture or the Bonds
requiring physical delivery of the Bonds shall, with respect to any Bonds held under the Book -
Entry System, be deemed to be satisfied by a notation on the registration books maintained by
the Bond Trustee that such Bonds are subject to the Book -Entry System. The Book -Entry System
shall not be in effect with respect to the Bonds during an Index Rate Mode unless otherwise
directed by the applicable Purchaser.
(B) With respect to Bonds registered in the registration books kept by
the Bond Trustee in the name of the Nominee, the Corporation and the Bond Trustee shall have
no responsibility or obligation to any Securities Depository Participant or to any Person on
behalf of which a Securities Depository Participant holds an interest in the Bonds. Without
limiting the foregoing sentence, the Corporation and the Bond Trustee shall have no
responsibility or obligation with respect to (a) the accuracy of the records of the Securities
Depository, the Nominee, or any Securities Depository Participant with respect to any ownership
interest in the Bonds, (b) the delivery to any Securities Depository Participant or any other
Person, other than as shown in the registration books kept by the Bond Trustee, of any notice
with respect to the Bonds, including any notice of redemption, (c) the selection by the Securities
Depository and its Securities Depository Participants of the beneficial interests in the Bonds to
be redeemed in the event the Bonds are redeemed in part, or (d) the payment to any Securities
Depository Participant or any other Person, other than a Nominee as shown in the registration
books kept by the Bond Trustee, of the principal or Redemption Price of or interest on the
Bonds.
(C) Upon delivery by the Securities Depository to the Nominee, the
Bond Trustee and the Corporation of written notice to the effect that the Securities Depository
has determined to substitute a new nominee in place of the Nominee, and subject to the
provisions herein with respect to Record Dates, the word "Nominee" in this Bond Indenture shall
refer to such new nominee of the Securities Depository.
(D) The Corporation may by written notice, at any time or for any
reason, remove the Securities Depository and appoint a successor or successors thereto. In the
event that (a) the Securities Depository determines not to continue to act as securities depository
for the Bonds, or (b) the Corporation determines that the Securities Depository will no longer so
act, the Corporation shall discontinue the Book -Entry System with the Securities Depository. If
the Corporation fails to identify another qualified securities depository to replace the Securities
Depository, the Bonds shall no longer be restricted to being registered in the registration books
kept by the Bond Trustee in the name of the Nominee, but shall be registered in whatever name
or names the Holders of such Bonds transferring or exchanging such Bonds shall designate, in
accordance with the provisions of Section 2.11.
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(E) Notwithstanding any other provision of this Bond Indenture to the
contrary, so long as any Bond is registered in the name of the Nominee, all payments of principal
and interest on such Bond and all notices with respect to such Bond shall be made and given,
respectively, as provided in the Representation Letter with the Securities Depository or as
otherwise instructed in writing by the Securities Depository.
Section 2.16. Index Rate Mode
(A) Interest Period and Effective Period. The initial Index Rate Mode
shall commence on and be effective from the Effective Date and shall continue through the end
of the Initial Period. As of the Effective Date, it shall be deemed that the Bonds were sold by the
City, upon Request of the Corporation, to the Purchaser upon satisfaction of all of the conditions
to the sale set out in the Index Rate Agreement.
(B) Index Rate Determination. During each Index Rate Period, the
Bonds shall, subject to subsection (C) of this Section 2.16, bear interest at the Index Rate. The
Calculation Agent shall determine the Index Rate on each Computation Date during the Index
Rate Period, and such rate shall become effective on the Index Reset Date next succeeding the
Computation Date and interest at such rate shall accrue for each day during such Index Rate
Period, commencing on and including the first day of such period to but excluding the last day of
such period. The Index Rate shall be rounded upward to the next one hundredth of one percent.
Promptly following the determination of the Index Rate, the Calculation Agent shall give notice
thereof to the Bond Trustee, the Corporation and the Purchaser(if the Purchaser is not then the
Calculation Agent). If the Index Rate is not determined by the Calculation Agent on the
Computation Date, the rate of interest born on such Index Rate Bonds shall be the rate in effect
for the immediately preceding Interest Payment Period until the Calculation Agent next
determines the Index Rate as required hereunder. The Index Rate for the period commencing on
the Effective Date to but excluding March 1, 2013, shall be 0. % per annum and shall be
payable on March 1, 2013.
(C) Adjustments to Index Rates.
(1) Taxable Rate. From and after any Taxable Date, the
interest rate on Bonds in an Index Rate Period and Unremarketed Bonds shall be
established at a rate at all times equal to the Taxable Rate.
(2) Default Rate. Notwithstanding the foregoing provisions of
this Section 2.16, upon the occurrence and during the continuation of an Event of
Default, the interest rate for Bonds in an Index Rate Period and Unremarketed Bonds
shall be established at a rate at all times equal to the greater of (a) the Default Rate and
(b) the interest rate that otherwise would be applicable to the Bonds but for the provisions
of this paragraph, payable on demand to the Bank.
(3) Excess Interest. Notwithstanding anything in this Bond
Indenture to the contrary, if during an Index Rate Period (or at any time the Bonds
constitute Unremarketed Bonds) the rate of interest on the Bonds exceeds the Maximum
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Interest Rate for such Bonds, then (a) such Bonds shall bear interest at the Maximum
Interest Rate and (b) interest on such Bonds calculated at the rate equal to the difference
between (i) the rate of interest for such Bonds as calculated pursuant to this Bond
Indenture and (ii) the Maximum Interest Rate (the "Excess Interest ") shall be deferred
until such date as the rate of interest borne by such Bonds as calculated pursuant to
Section 2.16 hereunder is below the Maximum Interest Rate, at which time Excess
Interest shall be payable with respect to such Bonds in amounts that, when combined
with the then- current interest due on the Bonds, does not exceed payment at the
Maximum Interest Rate. Payments of deferred Excess Interest shall no longer accrue
upon the earlier to occur of the date on which the Bonds are tendered for purchase in
accordance with Section 4.08 hereof and are so paid or such Bonds are paid in full.
(D) Conversion to Index Rate. Following the Effective Date and
subject to Section 2.17, at any time, the Corporation, by written direction to the Bond Trustee,
the Remarketing Agent, the Credit Facility Provider and the Liquidity Facility Provider (if any),
with a copy to the City, may elect that the Bonds shall bear interest at an Index Rate. Such
direction of the Corporation shall specify the proposed Conversion Date for such Conversion to
an Index Rate Period, which shall be (1) a Business Day not earlier than the twentieth (20th) day
following receipt by the Bond Trustee of such direction, (2) in the case of Conversion from a
Long -Term Rate Period, the day immediately following the last day of the then - current Long -
Term Rate Period, (3) in the case of Conversion from a Bond Interest Term, the day immediately
following the last day of the Short-Term Rate Period, and (4) in the case of a Conversion from a
Daily Rate Period, a Weekly Rate Period or another Index Rate Period, the date immediately
following an Interest Period during the Daily Rate Period, Weekly Rate Period or Index Rate
Period, respectively. In addition, such direction shall be accompanied by a letter of Bond
Counsel that it expects to be able to give a Favorable Opinion of Bond Counsel on the
Conversion Date. In addition, in the case of adjustment from a Long -Term Rate Period, such
direction shall confirm the appointment of a Calculation Agent and a Market Agent. Such
direction shall also state the new Applicable Spread. The new Applicable Spread shall be
determined by the Market Agent such that the applicable Index Rate shall be the interest rate per
annum (based upon tax - exempt obligations comparable, in the judgment of the Market Agent, to
the Bonds and known to the Market Agent to have been priced or traded under then - prevailing
market conditions) to be the minimum interest rate at which a Person will agree to purchase the
Bonds on the Conversion Date at a price (without regard to accrued interest) equal to the
principal amount thereof. In addition, if an Index Rate is to be in effect immediately following
such Conversion Date, the Corporation shall provide a copy of such notice to the Calculation
Agent contemporaneously with the Bond Trustee. During each Index Rate Period commencing
on a date so specified and ending on the day immediately preceding the effective date of the next
succeeding Rate Period, the interest rate borne by the Bonds shall be an Index Rate.
(E) Notice of Conversion to Index Rate. The Bond Trustee shall give
notice by first -class mail of a Conversion to an Index Rate Period following the Effective Date to
the Holders of the Bonds not less than fifteen (15) days prior to the proposed effective date of
such Index Rate Period. Such notice shall state: (i) that the interest rate on such Bonds will be
adjusted to an Index Rate unless Bond Counsel fails to deliver a Favorable Opinion of Bond
Counsel to the Bond Trustee, the Corporation, the Credit Facility Provider, the Liquidity Facility
Provider, the City and the Remarketing Agent on the Conversion Date; (ii) the proposed
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Conversion Date for such Index Rate Period; and (iii) that the Bonds are subject to mandatory
tender for purchase on such proposed Conversion Date and setting forth the applicable Purchase
Price and the place of delivery for purchase of the Bonds.
Section 2.17. Calculation Agent.
(A) During the Initial Period and so long thereafter as Unremarketed
Bonds remain Outstanding, the Calculation Agent shall be Banc of America Public Capital Corp,
and thereafter shall be the Bond Trustee, or such other person as the Corporation may appoint
meeting the requirements of this Section 2.17. The Corporation shall appoint any successor
Calculation Agent for the Bonds, subject to the conditions set forth in this Section. Any
Calculation Agent that is not also the Purchaseror the Bond Trustee shall designate its principal
office and signify its acceptance of the duties and obligations imposed upon it hereunder by a
written instrument of acceptance delivered to the Corporation and the Bond Trustee in which the
Calculation Agent will agree to perform all calculations and provide all notices required of the
Calculation Agent under this Bond Indenture.
(B) The Calculation Agent shall be a corporation duly organized under
the laws of the United States of America or any state or territory thereof and shall be authorized
by law to perform all the duties imposed upon it by this Bond Indenture and may be the Bond
Trustee, the Bank, the Liquidity Facility Provider, the Credit Facility Provider or any other
Person, but may not be the Corporation or an affiliate of the Corporation. The Calculation Agent
may at any time resign and be discharged of the duties and obligations created by this Bond
Indenture by giving at least 60 days' notice to the Corporation, the Bond Trustee, the Tender
Agent, the Remarketing Agent, the Liquidity Facility Provider, if any, the Credit Facility
Provider, if any and the Purchaser(if the Purchaseris not also the Calculation Agent). Upon
receipt of such notice, during any Interest Rate Period in which the services of a Calculation
Agent are required under this Bond Indenture, the Corporation will diligently seek to appoint a
successor Calculation Agent to assume the duties of the Calculation Agent on the effective date
of the prior Calculation Agent's resignation. In the event that the Corporation shall fail to
appoint a successor Calculation Agent in a timely manner when required under this Bond
Indenture, the Bond Trustee shall either (i) appoint a Calculation Agent to act as such, or (ii)
petition any court of competent jurisdiction for the appointment of a successor Calculation
Agent, and such court may thereupon, after such notice as it may deem proper, if any, appoint
such successor Calculation Agent; provided however, that during the pendency of any such
petition the Bond Trustee shall itself act as Calculation Agent, service in any such case shall
commence on the effective date of the resignation of the prior Calculation Agent and to remain
in effect until a successor Calculation Agent assumes such position in accordance with the
provisions hereof. The Calculation Agent may be removed at any time by written notice from
the Corporation to the Bond Trustee, the Tender Agent, the Bank, the Liquidity Facility Provider,
if any, and the Credit Facility Provider, if any, and the Remarketing Agent, provided that such
removal shall not be effective until a successor Calculation Agent assumes such position in
accordance with the provisions hereof.
(C) The Bond Trustee shall, within 30 days of the resignation or
removal of the Calculation Agent or the appointment of a successor Calculation Agent, give
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notice thereof by Electronic Notice, confirmed by first class mail, to the registered owners of the
Bonds.
(D) Promptly after determining any interest rate required to be
determined by the Calculation Agent under this Bond Indenture, the Calculation Agent shall
provide Electronic Notice to the Bond Trustee, the Purchaser(unless the Purchaser is also the
Calculation Agent), the Tender Agent, the Remarketing Agent and any requesting Holder.
ARTICLE III
ISSUANCE OF BONDS; APPLICATION OF PROCEEDS
Section 3.01. Issuance of Bonds. On the Date of Issuance of the Bonds, the City
executed and the Bond Trustee authenticated and, in accordance with a Request of the City,
delivered the Bonds of each Series in the aggregate principal amount set forth below:
Series Principal Amount
2009B
$36,605,000
2009C
36,605,000
2009D
35,490,000
2009E
35,490,000
Section 3.02. Application of Proceeds of Bonds. The proceeds received from the
sale of the Bonds (being $149,078,200.70, comprised of the aggregate principal amount of the
Bonds, plus an original issue premium of $5,822,648.20 and less an underwriters' discount of
$934,447.50) were deposited in trust with the Bond Trustee, who deposited or transferred such
proceeds as follows:
(A) The Bond Trustee deposited the sum of $662,521.28 in the Costs
of Issuance Fund.
(B) The Bond Trustee deposited the sum of $13,665,679.42 in the
Project Fund.
(C) The Bond Trustee transferred the sum of $43,980,000.00 to the
trustee for the 2007 Prior Bonds pursuant to a Request of the Corporation delivered to the Bond
Trustee.
(D) The Bond Trustee transferred the sum of $45,940,000.00 to the
trustee for the 2008 Prior Bonds pursuant to a Request of the Corporation delivered to the Bond
Trustee.
(E) The Bond Trustee established and held in trust a separate account
designated as the "holding account." The Bond Trustee deposited the sum of $44,830,000.00 in
the holding account. Amounts in the holding account were invested in accordance with Section
5.07 and were used, withdrawn and transferred by the Bond Trustee only as set forth in this
paragraph. No later than 12:30 p.m. New York City time on June 17, 2009, the Bond Trustee
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transferred from the holding account the sum of $44,830,000.00 to the trustee for the 2008 Prior
Bonds. After completing such holding account transfer, amounts, if any, remaining in the
holding account were transferred to the Project Fund and the holding account was closed.
(F) The Bond Trustee may, in its discretion, establish one or more
temporary funds or accounts in its books and records to facilitate such deposits and transfers.
Section 3.03. Establishment and Application of the Project Fund. The Bond
Trustee established and held in trust a separate fund designated as the "Project Fund." The
moneys in the Project Fund were used and withdrawn by the Bond Trustee to pay the capital
costs of the Project. No moneys in the Project Fund were used to pay Costs of Issuance.
Section 3.04. Validity of Bonds. The validity of the authorization and issuance
of the Bonds is not dependent on and shall not be affected in any way by any proceedings taken
by the City or the Bond Trustee with respect to or in connection with the Loan Agreement. The
recital contained in the Bonds that the same are issued pursuant to the Law and the Constitution
and laws of the State of California shall be conclusive evidence of their validity and of
compliance with the provisions of law in their issuance.
ARTICLE IV
REDEMPTION AND TENDER OF BONDS
Section 4.01. Terms of Redemption
(A) The Bonds are subject to redemption prior to their stated maturity,
at the option of the City (which option shall be exercised upon Request of the Corporation given
to the Bond Trustee (unless waived by the Bond Trustee) with at least the same number of days
notice to the Bond Trustee then applicable to such Bonds as set forth in this Section 4.01(B) -(G)
prior to the date fixed for redemption) in whole or in part (in such amounts and with respect to
such Sinking Fund Installments as may be specified by the Corporation) on any date, from
hazard insurance or condemnation proceeds received with respect to the facilities of any of the
Members and deposited in the Special Redemption Account pursuant to Section 3.4 of the Loan
Agreement, at a Redemption Price equal to the principal amount thereof, plus accrued interest
thereon (if any) to the date fixed for redemption, without premium, but only with Available
Moneys at any time at which there is a Credit Facility in effect with respect to such Bonds.
(B) While any Daily Interest Rate, Weekly Interest Rate or
Remarketing Window Interest Rate is in effect with respect to a Series of Bonds, the Bonds of
such Series are also subject to redemption prior to their stated maturity, at the option of the City
(which option shall be exercised upon Request of the Corporation given to the Bond Trustee
(unless waived by the Bond Trustee) at least two Business Days prior to the date notice of
redemption is required to be given pursuant to Section 4.03), in whole or in part (in such
amounts and with respect to such Sinking Fund Installments as may be specified by the
Corporation), on any date at a Redemption Price equal to the principal amount of Bonds called
for redemption, plus accrued interest thereon (if any) to the date fixed for redemption, without
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premium, but only with Available Moneys at any time at which there is a Credit Facility in effect
with respect to such Bonds.
(C) While any Long -Term Interest Rate is in effect with respect to a
Series of Bonds, the Bonds of such Series are also subject to redemption prior to their stated
maturity, at the option of the City (which option shall be exercised upon Request of the
Corporation given to the Bond Trustee (unless waived by the Bond Trustee) at least two
Business Days prior to the date notice of redemption is required to be given pursuant to
Section 4.03), in whole or in part, on the first day following such Long -Term Interest Rate
Period at a Redemption Price equal to the principal amount of Bonds called for redemption, plus
accrued interest thereon (if any) to the date fixed for redemption, without premium but only with
Available Moneys at any time at which there is a Credit Facility in effect with respect to such
Bonds, and thereafter, during the periods specified below (or if approved by Bond Counsel,
during the periods and at the Redemption Prices specified in a notice of the Corporation to the
Bond Trustee) in whole or in part on any date, at the Redemption Prices (expressed as a
percentage of principal amount) hereinafter indicated or specified in the notice of the
Corporation to the Bond Trustee, plus accrued interest thereon (if any) to the date fixed for
redemption, but only with Available Moneys at any time at which there is a Credit Facility in
effect with respect to such Bonds:
Length of Long -Term
Interest Rate Period Redemption
(expressed in years) Price
greater than 10 after 10 years at 100%
10 or less not subject to optional redemption
(D) While any Bond Interest Term Rate is in effect with respect to a
Series of Bonds, the Bonds of such Series subject to such Bond Interest Term Rate are also
subject to redemption prior to their stated maturity, at the option of the City (which option shall
be exercised upon Request of the Corporation given to the Bond Trustee (unless waived by the
Bond Trustee) at least two Business Days prior to the date notice of redemption is required to be
given pursuant to Section 4.03), in whole or in part (in such amounts and with respect to such
Sinking Fund Installments as may be specified by the Corporation), on the day succeeding the
last day of such Bond Interest Term at a Redemption Price equal to the principal amount of
Bonds called for redemption, plus accrued interest thereon (if any) to the date fixed for
redemption, without premium, but only with Available Moneys at any time at which there is a
Credit Facility in effect with respect to such Bonds.
(E) Unremarketed Bonds are subject to special mandatory redemption
at a redemption price equal to 100% of the principal amount of the Bonds to be redeemed plus
accrued interest thereon (at the Bank Rate) to but not including the date of such redemption, on
the dates, in the amounts and in the manner set forth in the applicable Index Rate Agreement or,
during the Initial Period, in accordance with Section 2.02(F)(2) hereof.
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(F) Subject to any limitations set forth in the applicable Index Rate
Agreement, during any Index Rate Period, the Bonds are subject to redemption on any Interest
Payment Date at the direction of the Corporation, in whole or in part in such amounts as are
designated by the Corporation at a Redemption Price equal to the principal amount of Bonds
called for redemption, plus interest accrued thereon, if any, to the date fixed for redemption,
without premium. Notwithstanding the previous sentence, during the Initial Period (unless
otherwise waived by the Bank), (i) the Corporation shall provide (or cause to be provided) at
least ten (10) days' notice to the Purchaser of a proposed redemption, and (ii) the Corporation
may prepay or redeem Index Rate Bonds on a date other than an Interest Payment Date so long
as it agrees to pay the Purchaser the amount required by Section 2.07 of the Index Rate
Agreement (if any) (which amount shall be specified by the Purchaser to the Corporation).
(G) The Bonds are also subject to redemption in part prior to their
stated maturity from Sinking Fund Installments established pursuant to Section 5.04 on any
Sinking Fund Installment Date, but only with Available Moneys at any time at which there is a
Credit Facility in effect with respect to such Bonds.
(H) The Bonds are also subject to redemption prior to their stated
maturity at the option of the City (which option shall be exercised upon Request of the
Corporation given to the Bond Trustee (unless waived by the Bond Trustee) at least two
Business Days prior to the date notice of redemption is required to be given pursuant to
Section 4.03) as a whole (but not in part) on any date at the principal amount thereof and interest
accrued thereon (if any) to the date fixed for redemption, without premium but only with
Available Moneys at any time at which there is a Credit Facility in effect with respect to such
Bonds, from amounts deposited in the Special Redemption Account pursuant to Section 3.4 of
the Loan Agreement, if as a result of any changes in the Constitution of the United States of
America or any state, or legislative or administrative action or inaction by the United States of
America or any state, or any agency or political subdivision thereof, or by reason of any judicial
decisions there is a good faith determination by the Credit Group Representative that (a) the
Master Indenture has become void or unenforceable or impossible to perform, or (b)
unreasonable burdens or excessive liabilities have been imposed on any Member, including
without limitation, federal, state or other ad valorem property, income or other taxes being then
imposed which were not being imposed on the Date of Issuance.
Section 4.02. Selection of Bonds for Redemption. Whenever provision is made
in this Bond Indenture for the redemption of less than all of the Bonds of any Series or any given
portion thereof, the Bond Trustee shall select the Bonds of such Series to be redeemed, from all
Bonds subject to redemption or such given portion thereof not previously called for redemption,
by lot in any manner which the Bond Trustee in its sole discretion shall deem appropriate and
fair; provided, however, that Bonds shall be redeemed in the following order of priority (and by
lot within each priority):
FIRST: Any Bonds of such Series which are Liquidity Facility Bonds; and
SECOND: Any other Bonds of such Series.
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Section 4.03. Notice of Redemption. Notice of redemption shall be mailed by
the Bond Trustee, not less than ten (10) days nor more than sixty (60) days prior to the stated
redemption date, to the Holders of Bonds called for redemption at their addresses appearing on
the bond registration books of the Bond Trustee and to the Master Trustee, the Credit Facility
Provider (if any) and the Liquidity Facility Provider (if any), with a copy to the City. Except for
Bonds in the Index Rate Period, the Bond Trustee shall also give notice of redemption by
overnight mail or courier service to the Remarketing Agent, and such securities depositories
and /or securities information services as shall be designated in a Certificate of the Corporation.
For any redemption in whole, the Bond Trustee shall also mail notice of such redemption to S &P
and Moody's. Each notice of redemption shall state the date of such notice, the Series
designation and date of issue of the Bonds, the redemption date, the Redemption Price, the place
or places of redemption (including the name and appropriate address or addresses of the Bond
Trustee), the maturity, the CUSIP numbers, if any, and, in the case of Bonds to be redeemed in
part only, the respective portions of the principal amount thereof to be redeemed. Each such
notice shall also state that, subject to prior rescission as provided in the next paragraph of this
Section, on said date there will become due and payable on each of said Bonds the Redemption
Price thereof or of said specified portion of the principal amount thereof in the case of a Bond to
be redeemed in part only, together with interest accrued thereon to the redemption date, and that
from and after such redemption date interest thereon shall cease to accrue, and shall require that
such Bonds be then surrendered. Each notice shall also state that redemption is conditioned upon
receipt by the Bond Trustee of sufficient Available Moneys to pay the Redemption Price of the
Bonds so redeemed.
Any notice of optional redemption given pursuant to this Section 4.03 may be
rescinded by written notice given to the Bond Trustee by the Corporation no later than two (2)
Business Days prior to the date specified for redemption. The Bond Trustee shall give notice of
such rescission as soon thereafter as practicable in the same manner, and to the same Persons, as
notice of such redemption was given pursuant to this Section 4.03.
Failure by the Bond Trustee to give notice pursuant to this Section 4.03 to the
applicable Credit Facility Provider (if any), the Liquidity Facility Provider (if any), the
applicable Remarketing Agent, the Master Trustee or any one or more of the securities
information services or depositories designated by the Corporation or the insufficiency of any
such notice shall not affect the sufficiency of the proceedings for redemption. Failure by the
Bond Trustee to mail notice of redemption in accordance with this Section 4.03 to any one or
more of the respective Holders of any Bonds designated for redemption shall not affect the
sufficiency of the proceedings for redemption with respect to the Holders to whom such notice
was mailed.
Notice of redemption of Bonds shall be given by the Bond Trustee, at the expense
of the Corporation, for and on behalf of the City. Notwithstanding any other provision of this
Section 4.03, notice of redemption required by this Section 4.03 with respect to any Series of
Bonds need be given only to any Credit Facility Provider or Remarketing Agent with respect to
such Series.
Section 4.04. Partial Redemption of Bonds. Upon surrender of any Bond
redeemed in part only, the City shall execute (but need not prepare) and the Bond Trustee shall
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authenticate and deliver to the Holder thereof, at the expense of the Corporation, a new Bond or
Bonds of Minimum Authorized Denominations, and of the same Series and maturity, equal in
aggregate principal amount to the unredeemed portion of the Bond surrendered.
Section 4.05. Effect of Redemption. Notice of redemption having been duly
given as aforesaid, and Available Moneys for payment of the Redemption Price of together with
interest accrued to the redemption date on, the Bonds (or portions thereof) so called for
redemption being held by the Bond Trustee, on the redemption date designated in such notice,
the Bonds (or portions thereof) so called for redemption shall become due and payable at the
Redemption Price specified in such notice together with interest accrued thereon to the
redemption date, interest on the Bonds so called for redemption shall cease to accrue, said Bonds
(or portions thereof) shall cease to be entitled to any benefit or security under this Bond
Indenture and the Holders of said Bonds shall have no rights in respect thereof except to receive
payment of said Redemption Price and accrued interest to the date fixed for redemption from
funds held by the Bond Trustee for such payment.
All Bonds redeemed pursuant to the provisions of this Article shall be canceled
upon surrender thereof.
Section 4.06. Optional Tender During Daily Interest Rate Period and Weekly
Interest Rate Period.
(A) During any Weekly Interest Rate Period for a Series of Bonds, any
Eligible Bond of such Series shall be purchased from its Holder at the option of the Holder on
any Business Day at the Tender Price payable in immediately available funds, upon delivery to
the Tender Agent at its Principal Office for delivery of notices and to the Remarketing Agent of
an irrevocable written notice which states the name and Series designation of the Bond, the
principal amount and the date on which the same shall be purchased, which date shall be a
Business Day not prior to the seventh day next succeeding the date of the delivery of such notice
to the Tender Agent. Any notice delivered to the Tender Agent after 4:00 p.m., New York City
time, shall be deemed to have been received on the next succeeding Business Day. For payment
of such Tender Price on the date specified in such notice, such Bond must be delivered, at or
prior to 10:00 a.m., New York City time, on the date specified in such notice, to the Tender
Agent at its Principal Office, accompanied by an instrument of transfer thereof, in form
satisfactory to the Tender Agent, executed in blank by the Holder thereof or by the Holder's
duly- authorized attorney, with such signature guaranteed by a commercial bank, trust company
or member firm of the New York Stock Exchange.
(B) During any Daily Interest Rate Period for a Series of Bonds, any
Eligible Bond of such Series shall be purchased from its Holder at the option of the Holder on
any Business Day at a Tender Price equal to the principal amount thereof plus accrued interest, if
any, to the Tender Date payable in immediately available funds, upon delivery to the Tender
Agent at its Corporate Trust Office for delivery of notices and to the Remarketing Agent of an
irrevocable written notice which states the name and Series designation of the Bond, the
principal amount and the Tender Date, which may be the same Business Day as the notice date
so long as the notice is duly delivered no later than 11:00 a.m., New York City time. For
payment of such Tender Price on the date specified in such notice, such Bond must be delivered,
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at or prior to 12:00 noon, New York City time, on the date specified in such notice, to the Tender
Agent at its Principal Office, accompanied by an instrument of transfer thereof, in form
satisfactory to the Tender Agent, executed in blank by the Holder thereof or by the Holder's
duly- authorized attorney, with such signature guaranteed by a commercial bank, trust company
or member firm of The New York Stock Exchange.
Section 4.07. Mandatory Tender for Purchase On Day Next Succeeding the Last
Day of Each Bond Interest Term. On the day next succeeding the last day of each Bond Interest
Term for an Eligible Bond in a Short-Term Interest Rate Period, unless such day is the first day
of a new Interest Rate Period for such Bond (in which event such Bond shall be subject to
mandatory purchase pursuant to Section 4.08), such Bond shall be purchased from its Holder at
the Tender Price payable in immediately available funds, if such Bond is delivered to the Tender
Agent on or prior to 10:00 a.m., New York City time, on such day, or if delivered after 10:00
a.m., New York City time, on the next succeeding Business Day; provided, however, that in any
event such Bond will not bear interest at the Bond Interest Term Rate after the last day of each
Bond Interest Term. The Tender Price of any Bond so purchased shall be payable only upon
surrender of such Bond to the Tender Agent at its Principal Office, accompanied by an
instrument of transfer thereof, in form satisfactory to the Tender Agent, executed in blank by the
Holder thereof or by the Holder's duly- authorized attorney, with such signature guaranteed by a
commercial bank, trust company or member firm of the New York Stock Exchange. No notice of
mandatory purchase following the end of a Short-Term Interest Rate Period shall be required to
be given to the Bondholders.
Section 4.08. Mandatory Tender for Purchase on First Day of Each Interest Rate
Period and on Bank Purchase Date.
(A) Eligible Bonds shall be subject to mandatory tender for purchase
on the first day of each Interest Rate Period and the first day of each succeeding Long -Term
Interest Rate Period, with respect to such Bonds, or, except Bonds in a Remarketing Window
Interest Rate Period, on the day which would have been the first day of an Interest Rate Period
for such Bonds had one of the events specified in Section 2.08(B) not occurred which resulted in
the interest rate not being adjusted, at the Tender Price, payable in immediately available funds
(which, while a Credit Facility is in effect with respect to such Bonds, shall be Available
Moneys). The Tender Price of any Bond so purchased shall be payable only upon surrender of
such Bond to the Tender Agent at its Principal Office, accompanied by an instrument of transfer
thereof, in form satisfactory to such Tender Agent, executed in blank by the Holder thereof or by
the Holder's duly - authorized attorney, with such signature guaranteed by a commercial bank,
trust company or member firm of the New York Stock Exchange at or prior to 10:00 a.m., New
York City time, on the date specified for such delivery in this paragraph or in the notice provided
pursuant to Section 2.08.
(B) The Bonds shall be subject to mandatory purchase at a purchase
price equal to the principal amount thereof plus accrued interest, if any, on each Bank Purchase
Date, unless the provisions of Section 2.02(F) apply and such Bonds become Unremarketed
Bonds Unremarketed Bonds. The purchase price of any Bond so purchased shall be payable
only upon surrender of such Bond to the Tender Agent at its Principal Office, accompanied by an
instrument of transfer thereof, in form satisfactory to the Tender Agent, executed in blank by the
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Holder thereof or by the Holder's duly- authorized attorney, with such signature guaranteed by a
commercial bank, trust company or member firm of the New York Stock Exchange, at or prior to
10:00 a.m., New York City Time, on the date specified for such delivery in this paragraph or in
the notice provided to the Holders by the Bond Trustee.
Section 4.09. Mandatory Tender for Purchase upon Termination, Replacement,
Addition or Expiration of Liquidity Facility; Mandatory Liquidity Tender. If at any time (i) the
Bonds will cease to be subject to purchase pursuant to the Liquidity Facility then in effect as a
result of the termination, replacement or expiration of the term, as extended, of that Liquidity
Facility, including but not limited to termination at the option of the Corporation in accordance
with the terms of such Liquidity Facility, or (ii) the Bond Trustee receives notice of the
occurrence of a Mandatory Liquidity Tender, then the Bonds shall be subject to mandatory
tender for purchase at the Tender Price. If a Self- Liquidity Arrangement is replaced with an
Alternate Liquidity Facility, then the Bonds shall be subject to mandatory tender for purchase at
the Tender Price. Any purchase of Bonds pursuant to this Section 4.09 shall occur: (1) on the
fifth Business Day preceding any such expiration or termination of such Liquidity Facility
without replacement by an Alternate Liquidity Facility, a Self- Liquidity Arrangement or a
Liquidity Facility or (2) on the fifth Business Day following receipt by the Bond Trustee of
notice from the Liquidity Facility Provider of a Mandatory Liquidity Tender, but in no event
later than the second Business Day preceding any expiration of the Liquidity Facility, and (3) on
the proposed date of the replacement of a Liquidity Facility or a Self- Liquidity Arrangement, in
any case where an Alternate Liquidity Facility is to be delivered to the Tender Agent pursuant to
Section 5.8 of the Loan Agreement or a Self- Liquidity Arrangement is to become effective
pursuant to Section 5.9 of the Loan Agreement. In the case of any replacement of an existing
Liquidity Facility or Self - Liquidity Arrangement, the existing Liquidity Facility or Self- Liquidity
Arrangement will be drawn upon to pay the Tender Price, if necessary, rather than the Alternate
Liquidity Facility, and the then- existing Liquidity Facility or Self- Liquidity Arrangement shall
not be surrendered or otherwise terminated by the Bond Trustee until after such drawing is
honored. No such mandatory tender pursuant to this Section 4.09 will be effected upon the
replacement of a Liquidity Facility in the case where the Liquidity Facility Provider is failing to
honor conforming draws. The assignment of any Liquidity Facility which relieves the Liquidity
Provider of its obligation to purchase Bonds shall be considered a replacement for the purposes
of this Section 4.09. The Tender Price of any Bonds purchased pursuant to this Section 4.09
shall be payable only upon surrender of such Bond to the Tender Agent at its Principal Office,
accompanied by an instrument of transfer thereof, in form satisfactory to the Tender Agent,
executed in blank by the Holder thereof or by the Holder's duly authorized attorney, with such
signature guaranteed by a commercial bank, trust company or member firm of the New York
Stock Exchange, at or prior to 10:00 a.m., New York City time, on the date specified for such
delivery in a notice provided to the Holders by the Bond Trustee.
Section 4.10. Optional and Mandatory Tender During Remarketing Window
Interest Rate Period. During any Remarketing Window Interest Rate Period with respect to a
Series of Bonds, a Bondholder may, at its option, tender a Bond of such Series for purchase by
delivering an irrevocable written notice (a "Remarketing Window Optional Tender Notice ") to
the Tender Agent at its Principal Office for delivery of Bonds, to the Bond Trustee at its
Principal Office and to the Remarketing Agent on any Business Day. A Remarketing Window
Optional Tender Notice shall state the principal amount of such Bond and the principal amount
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thereof to be purchased. The giving of a Remarketing Window Optional Tender Notice by a
Bondholder or Participant shall constitute the irrevocable tender for purchase of such Bond on
the Tender Date for such Bond, if any, designated by the Remarketing Agent pursuant to the
second paragraph of this Section 4.10(A) (a "Remarketing Window Optional Tender Date "),
regardless of whether such Bond is delivered to the Tender Agent for purchase on such Tender
Date.
If the Remarketing Agent identifies a purchaser for such Bond during the period
beginning on the Business Day such Remarketing Window Optional Tender Notice is received
by the Remarketing Agent and ending on the 30th day (or, if the 30th day is not a Business Day,
the next succeeding Business Day) after such Remarketing Window Optional Tender Notice is
received by the Remarketing Agent (a "Remarketing Window "), the Remarketing Agent shall
give notice by Electronic Means to the tendering Bondholder, the Tender Agent, the Bond
Trustee and the Corporation that a purchaser has been identified. Such notice shall designate the
Remarketing Window Optional Tender Date for such Bond, which shall be the last day of the
Remarketing Window or, if earlier, any Business Day that is at least seven days after such notice
is received by the tendering Bondholder.
The Tender Agent shall purchase such Bond pursuant to Section 4.13 on the
Remarketing Window Optional Tender Date at the Tender Price, but only with remarketing
proceeds. If sufficient remarketing proceeds are not available for the purchase of such Bond on
the Remarketing Window Optional Tender Date, then the Remarketing Agent's designation of a
Tender Date for such Bond shall be deemed to be rescinded, such Bond shall not be tendered or
deemed tendered or required to be purchased on such date and no Event of Default shall occur
pursuant to Section 7.01(C).
For payment of the Tender Price on the Remarketing Window Optional Tender
Date, if the Remarketing Window Optional Tender Notice was given by a Bondholder, such
Bond must be delivered at or prior to 10:00 a.m. on the Remarketing Window Optional Tender
Date to the Tender Agent at its Principal Office for delivery of Bonds, accompanied by an
instrument of transfer, in form satisfactory to the Tender Agent executed in blank by the
Bondholder or its duly authorized attorney, with such signature guaranteed by a commercial
bank, trust company, or member firm of the New York Stock Exchange.
If for any reason a Bond for which a Remarketing Window Optional Tender
Notice has been delivered is not purchased by the last day of the Remarketing Window, then
(i) all Bonds of the applicable Series bearing interest at a Remarketing Window Interest Rate
shall be subject to mandatory tender for purchase on the last day of the Mandatory Tender
Window (or, if the last day is not a Business Day, the next succeeding Business Day) after such
Remarketing Window Option Tender Notice is received by the Remarketing Agent (a
"Remarketing Window Mandatory Tender Date ") at the Tender Price, payable in immediately
available funds, and (ii) the Remarketing Agent shall give notice of such Remarketing Window
Mandatory Tender Date to the Bond Trustee by Electronic Means no later than the second
Business Day after the end of the Remarketing Window. For payment of the Tender Price on the
Remarketing Window Mandatory Tender Date, Bonds must be delivered at or prior to 10:00 a.m.
on the Remarketing Window Mandatory Tender Date. If delivered after that time, the Tender
Price shall be paid on the next succeeding Business Day. The Tender Price shall be payable only
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upon surrender of such Bonds to the Tender Agent at its Principal Office for delivery of Bonds,
accompanied by an instrument of transfer, in form satisfactory to the Tender Agent, executed in
blank by the Bondholder or its duly authorized attorney, with such signature guaranteed by a
commercial bank, trust company or member firm of the New York Stock Exchange. The failure
to pay the Tender Price of all tendered Bonds when due and payable on a Remarketing Window
Mandatory Tender Date shall constitute an Event of Default pursuant to Section 7.01(0).
Notwithstanding the foregoing provisions of this paragraph, the Bonds shall not be subject to
mandatory tender for purchase on a Remarketing Window Mandatory Tender Date if they are
otherwise subject to mandatory tender for purchase pursuant to this Article IV after the last day
of the Remarketing Window and before such Remarketing Window Mandatory Tender Date.
Section 4.11. Mandatory Tender at Direction of the Corporation. During any
Daily Interest Rate Period, Weekly Interest Rate Period or Remarketing Window Interest Rate
Period with respect to a Series of Bonds, the Bonds of such Series are subject to mandatory
tender for purchase on any Business Day on which such Bonds are subject to optional tender
pursuant to Section 4.01, designated by the Corporation, with the consent of the Liquidity
Facility Provider, if any, at the Tender Price, payable in immediately available funds. Such
Tender Date shall be a Business Day not earlier than the 10th day following the second Business
Day after receipt by the Bond Trustee of such designation. For payment of the Tender Price on
the Tender Date, Bonds must be delivered at or prior to 10:00 a.m. on the Tender Date. If
delivered after that time, the Tender Price shall be paid on the next succeeding Business Day.
The Tender Price shall be payable only upon surrender of such Bonds to the Tender Agent at its
Principal Office for delivery of Bonds, accompanied by an instrument of transfer, in form
satisfactory to the Tender Agent, executed in blank by the Bondholder or its duly authorized
attorney, with such signature guaranteed by a commercial bank, trust company or member firm
of the New York Stock Exchange.
Section 4.12. Notice of Mandatory Tender for Purchase.
(A) In connection with any mandatory tender for purchase of Bonds in
accordance with Section 4.08, the Tender Agent shall give the notice provided herein as a part of
the notice given pursuant to Sections 2.04(C) and (F), 2.05(C), 2.06(C), 2.07(C) and 2.16. Such
notice shall state: (1) that the Tender Price of any Bond so subject to mandatory tender for
purchase shall be payable only upon surrender of such Bond to the Tender Agent at its Principal
Office, accompanied by an instrument of transfer thereof, in form satisfactory to the Tender
Agent, executed in blank by the Holder thereof or by the Holder's duly- authorized attorney, with
such signature guaranteed by a commercial bank, trust company or member firm of the New
York Stock Exchange; (2) that all Bonds so subject to mandatory tender for purchase shall be
purchased on the mandatory purchase date which shall be explicitly stated; and (3) that if any
Holder of a Bond so subject to mandatory tender for purchase shall not surrender such Bond to
the Tender Agent for purchase on such mandatory purchase date, then such Bond shall be
deemed to be an Undelivered Bond, and that no interest shall accrue thereon on and after such
mandatory purchase date and that the Holder thereof shall have no rights under this Indenture
other than to receive payment of the Tender Price thereof.
(B) In connection with any mandatory tender for purchase of Bonds in
accordance with Section 4.09, the Bond Trustee shall give notice by first -class mail to the
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Holders of the Bonds on or before (1) the 10th day preceding the expiration or termination of the
Credit Facility or Liquidity Facility in accordance with its terms or the proposed replacement of
such Credit Facility or Liquidity Facility, respectively, and (2) the second Business Day after
receipt of a notice of Mandatory Liquidity Tender. Such notice shall, to the extent applicable,
(1) state the date of such expiration, termination or proposed replacement of such Credit Facility
or Liquidity Facility or Mandatory Liquidity Tender, (2) state that the Bonds are subject to
mandatory tender for purchase as a result of such expiration, termination or proposed
replacement or Mandatory Liquidity Tender, (3) state the date on which such purchase will occur
pursuant to Section 4.09 and set forth the Tender Price and the place of delivery for purchase of
such Bonds, and (4) provide any other information necessary to effect a mandatory tender for
purchase pursuant to Section 4.09. The Corporation shall provide the Bond Trustee with any
information required to enable the Bond Trustee to give the foregoing notice. The Bond Trustee
shall send a copy of the foregoing notice to the City, the Corporation, the Remarketing Agent,
the Credit Facility Provider and the Liquidity Facility Provider.
(C) In connection with any mandatory tender pursuant to Section 4. 11,
the Bond Trustee shall give notice by first class mail to the Holders of the Bonds not less than
ten (10) days prior to the mandatory tender date.
Section 4.13. General Provisions Relating to Tenders
(A) Creation of Bond Purchase Fund.
(1) There shall be created and established hereunder with the
Tender Agent a fund to be designated the "Bond Purchase Fund" to be held in trust only
for the benefit of the Holders of tendered Bonds who shall thereafter be restricted
exclusively to the moneys held in such fund for the satisfaction of any claim for the
Tender Price of such tendered Bonds. Neither the Corporation nor the City shall have
any right, title or interest in any of the funds held on deposit in the Remarketing Proceeds
Account or the Liquidity Facility Account nor any remarketing proceeds held for any
period of time by the Remarketing Agent.
(2) There shall be created and designated the following
accounts within the Bond Purchase Fund: the "Remarketing Proceeds Account," the
"Liquidity Facility Account" and the "Corporation Purchase Account." Moneys paid to
the Tender Agent for the purchase of tendered or deemed tendered Bonds received from
(i) the Remarketing Agent shall be deposited in the Remarketing Proceeds Account in
accordance with the provisions of Section 4.13(D)(1), (2) payments pursuant to a
Liquidity Facility, if any, shall be deposited in the Liquidity Facility Account in
accordance with the provisions of Section 4.13(D)(2), and (3) the Corporation or any
other Member shall be deposited in the Corporation Purchase Account in accordance with
the provisions of Section 4.13(D)(3). Moneys provided from payments made under the
Liquidity Facility (if any) not required to be used in connection with the purchase of
tendered Bonds shall be returned to the Liquidity Facility Provider in accordance with
Section 4.13(D) and (E). Moneys provided by the Corporation or other Member not
required to be used in connection with the purchase of tendered Bonds shall be returned
to the Corporation in accordance with Sections 4.13(D) and (E).
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(3) Moneys in the Liquidity Facility Account, the Corporation
Purchase Account and the Remarketing Proceeds Account shall not be commingled with
other funds held by the Tender Agent and shall remain uninvested.
(B) Deposit of Bonds. The Tender Agent agrees to hold all Bonds
delivered to it pursuant to Sections 4.06, 4.07, 4.08, 4.09, 4.10 and 4.11 of this Bond Indenture in
trust for the benefit of the respective Holders which shall have so delivered such Bonds until
moneys representing the Tender Price of such Bonds have been delivered to such Holder in
accordance with the provisions of this Bond Indenture and until such Bonds shall have been
delivered by the Tender Agent in accordance with Section 4.13(F).
(C) Remarketing of Bonds.
(1) Immediately upon its receipt, but not later than 11:30 a.m.,
New York City time, on the same Business Day in the case of a Bond bearing interest at a
Daily Interest Rate and by 12:00 noon, New York City time, the following Business Day
in the case of a Bond bearing interest at a Weekly Interest Rate, from a Holder of a notice
pursuant to Section 4.06 of this Bond Indenture, the Tender Agent shall notify the
Remarketing Agent, the Liquidity Facility Provider (if any), and the Corporation by
telephone, promptly confirmed in writing, or by Electronic Means, of such receipt,
specifying the principal amount of Bonds for which it has received a notice pursuant to
Section 4.06 of this Bond Indenture, the names of the Holders thereof and the date on
which such Bonds are to be purchased in accordance with Section 4.06.
The date on which Bonds are to be purchased pursuant to Sections 4.06,
4.07, 4.08, 4.09, 4.10 or 4.11 of this Bond Indenture is hereinafter referred to as the
"Tender Date," and the Bonds to be purchased pursuant to such subsections are
hereinafter collectively referred to as the "Tendered Bonds."
(2) As soon as practicable, but in no event later than
12:00 p.m., New York City time, on the Tender Date in the case of Bonds of a Series to
be purchased pursuant to Sections 4.06(A) and 4.07 and by no later than 4:00 p.m., New
York City time, on the last Business Day prior to the Tender Date in the case of Bonds to
be purchased pursuant to Sections 4.06(B), 4.08 , 4.09, 4.10 or 4.11, the Remarketing
Agent shall inform the Tender Agent by telephone, promptly confirmed in writing, of the
principal amount of Tendered Bonds for which the Remarketing Agent has identified
prospective purchasers and of the name, address and taxpayer identification number of
each such purchaser, the principal amount of Tendered Bonds to be purchased and the
Minimum Authorized Denominations in which such Tendered Bonds are to be delivered.
Upon receipt from the Remarketing Agent of such information, the Tender Agent shall
prepare Tendered Bonds in accordance with such information received from the
Remarketing Agent for the registration of transfer and redelivery to the Remarketing
Agent.
(3) By 12:30 p.m., New York City time, on the Tender Date in
the case of Bonds to be purchased pursuant to Section 4.07, the Tender Agent shall notify
the Liquidity Facility Provider (if any), and the Corporation by telephone, promptly
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confirmed in writing, as to the aggregate Tender Price of the Tendered Bonds and as to
the projected Funding Amount.
The term "Funding Amount" is hereby defined to mean an amount equal to the
difference between (1) the total Tender Price of those Tendered Bonds to be purchased pursuant
to Sections 4.06, 4.07, 4.08, 4.09, 4.10 or 4.11 and (2) the Tender Price of those Tendered Bonds
to be purchased pursuant to Sections 4.06, 4.07, 4.08, 4.09, 4.10 or 4.11 with respect to which
the Remarketing Agent expects to transfer, or to cause to be transferred, immediately available
funds to the Tender Agent by 12:00 noon, New York City time, on the Tender Date for deposit in
the Remarketing Proceeds Account pursuant to Section 4.13(D).
As used herein, the term "Tender Price" of any Tendered Bond means the
principal amount thereof plus accrued interest to, but not including, the Tender Date; provided,
however, that (1) if the Tender Date for any Tendered Bond is an Interest Payment Date, the
Tender Price thereof shall be the principal amount thereof, and interest on such Bond shall be
paid to the Holder of such Bond pursuant to this Bond Indenture, and (2) in the case of a
purchase on the first day of an Interest Rate Period which is preceded by a Long -Term Interest
Rate Period and which commences prior to the day originally established as the last day of such
preceding Long -Term Interest Rate Period, "Tender Price" of any Tendered Bonds means the
optional redemption price set forth in Section 4.01(C) which would have been applicable to such
Bond if the preceding Long -Term Interest Rate Period had continued to the day originally
established as its last day, plus accrued interest, if any, and (3) in the case of a purchase on the
first day of an Interest Rate Period which is preceded by an Index Rate Period and which
commences prior to the day originally established as the last day of such preceding Index Rate
Period, "Tender Price" of any Tendered Bonds means the optional redemption price set forth in
Section 4.01(F) which would have been applicable to such Bond if the preceding Index Rate
Period had continued to the day originally established as its last day, plus accrued interest, if any,
plus any amount required during the Initial Period pursuant to Section 2.07 of the Index Rate
Agreement, if any.
(4) Any Tendered Bonds which are subject to mandatory
tender for purchase in accordance with Sections 4.07, 4.08, 4.09, 4.10 or 4.11 which are
not presented to the Tender Agent on the Tender Date and any Tendered Bonds which are
the subject of a notice pursuant to Section 4.06 which are not presented to the Tender
Agent on the Tender Date, shall, in accordance with the provisions of Section 4.14, be
deemed to have been purchased upon the deposit of moneys equal to the Tender Price
thereof into any or all of the accounts of the Bond Purchase Fund.
(D) Deposits of Funds.
(1) The Remarketing Agent shall transfer, or to cause to be
transferred, to the Tender Agent the proceeds derived by the Remarketing Agent from
remarketing of Bonds pursuant to Section 4.13(C) in immediately available funds by
12:00 noon (New York City time) on the Tender Date for deposit in the Remarketing
Proceeds Account. The Tender Agent shall deposit into the Remarketing Proceeds
Account any amounts received by it from the Remarketing Agent against receipt of
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Bonds by the Remarketing Agent pursuant to Section 4.13(F) and on account of Tendered
Bonds remarketed pursuant to the terms of the Remarketing Agreement.
(2) By 12:15 p.m., New York City time, on the Tender Date,
the Tender Agent shall notify the Bond Trustee, the Liquidity Facility Provider (if any)
for the Tendered Bonds and the Corporation by telephone, immediately confirmed in
writing, of the amount of funds, if any, required to be transferred to the Tender Agent
(the "Additional Funding Amount ") which shall be the amount, if any, by which the total
Tender Price of the Tendered Bonds exceeds the sum of the amounts then on deposit in
the Remarketing Proceeds Account. The Additional Funding Amount may be different
from the Funding Amount to the extent that the Remarketing Agent deposits moneys
associated with Bonds remarketed in the interim period. If a Liquidity Facility is in effect
with respect to the Tendered Bonds, the Bond Trustee shall, at or before 12:30 p.m., New
York City time, on the Tender Date, present drafts for payment or otherwise request
amounts under the Liquidity Facility, in accordance with its terms, in an amount equal to
the Additional Funding Amount (or if the Bond Trustee has not received notice of the
Additional Funding Amount by 12:15 p.m., New York City time, in an amount equal to
the full Funding Amount) so that payment is received under the Liquidity Facility at or
before 2:30 p.m., New York City time. The Bond Trustee shall immediately transfer
such amount to the Tender Agent for deposit in the Liquidity Facility Account. If more
than one Liquidity Facility is then in effect, the Tender Agent shall establish a separate
subaccount in the Liquidity Facility Account for each Liquidity Facility and apply the
moneys in such subaccounts solely to pay the purchase price of Tendered Bonds subject
to such Liquidity Facility.
(3) The Corporation has agreed in Section 3.5 of the Loan
Agreement and in Obligation No. 8 to pay to the Tender Agent in immediately available
funds the Additional Funding Amount by 2:45 p.m., New York City time, if a Liquidity
Facility is not in effect with respect to the Tendered Bonds or if such Liquidity Facility
Provider has not paid the full Additional Funding Amount as required by clause (2) of
this subsection at the times required therein. The Tender Agent shall deposit such
amounts into the Corporation Purchase Account.
(4) The Tender Agent shall hold all proceeds received from the
Remarketing Agent, the Liquidity Facility Provider or the Corporation pursuant to this
Section 4.13(D) in trust for the tendering Bondholders. In holding such proceeds and
moneys, the Tender Agent will be acting on behalf of such Bondholders by facilitating
purchase of the Bonds and not on behalf of the City, any Liquidity Facility Provider, or
the Corporation and will not be subject to the control of any of them. Subject to the
provisions of Section 4.13(E), following the discharge of the lien created by Section 5.01
of this Bond Indenture or after payment in full of the Bonds, the Tender Agent shall pay
any moneys remaining in any account of the Bond Purchase Fund directly to the Persons
for whom such money is held upon presentation of evidence reasonably satisfactory to
the Bond Trustee that such Person is rightfully entitled to such money and the Tender
Agent shall not pay such amounts to any other Person.
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(E) Disbursements; Payment of Tender Price. Moneys delivered to the
Tender Agent on a Tender Date shall be applied at or before 3:00 p.m., New York City time, on
such Tender Date to pay the Tender Price of Tendered Bonds in immediately available funds as
follows in the indicated order of application and, to the extent not so applied on such date, shall
be held in the separate and segregated accounts of the Bond Purchase Fund for the benefit of the
Holders of the Tendered Bonds which were to have been purchased:
FIRST: Moneys deposited in the Remarketing Proceeds Account.
SECOND: Moneys deposited in the Liquidity Facility Account.
THIRD: Moneys deposited in the Corporation Purchase Account.
Any moneys held by the Tender Agent in the Corporation Purchase Account
remaining unclaimed by the Holders of the Tendered Bonds which were to have been purchased
for two (2) years after the respective Tender Date for such Bonds shall be paid, upon the written
request of the Corporation to the Corporation, against written receipt therefor. The Holders of
Tendered Bonds who have not yet claimed money in respect of such Bonds shall thereafter be
entitled to look only to the Tender Agent, to the extent it shall hold moneys on deposit in the
Bond Purchase Fund or the Corporation to the extent moneys have been transferred in
accordance with this Section.
(F) Delivery of Tendered Bonds.
(1) The Remarketing Agent shall give telephonic or telegraphic
notice, promptly confirmed by a written notice, to the Tender Agent on each date on
which Bonds shall have been purchased pursuant to Sections 4.06, 4.07, 4.08, 4.09, 4.10
or 4.11, specifying the principal amount of such Bonds, if any, sold by it pursuant to
Section 4.15(A) along with a list of such purchasers showing the names and Authorized
Minimum Denominations in which such Bonds shall be registered, and the addresses and
social security or taxpayer identification numbers of such purchasers. By 1:30 p.m., New
York City time, on the Tender Date, a principal amount of Bonds equal to the amount of
Tendered Bonds purchased with moneys from the Remarketing Proceeds Account shall
be made available by the Tender Agent to the Remarketing Agent against payment
therefor in immediately available funds. The Tender Agent shall prepare each Bond to be
so delivered in such names as directed by the Remarketing Agent pursuant to Section
4.13(C)(2).
(2) A principal amount of Bonds equal to the amount of
Tendered Bonds purchased from moneys on deposit in the Liquidity Facility Account
shall be delivered on the day of purchase by the Tender Agent to or as directed by the
Liquidity Facility Provider. The Tender Agent shall register such Bonds in the name of
the Liquidity Facility Provider or as otherwise provided in the Liquidity Facility.
(3) A principal amount of Bonds equal to the amount of
Tendered Bonds purchased from moneys on deposit in the Corporation Purchase Account
shall be delivered on the day of such purchase by the Tender Agent to or as directed by
the Corporation. The Tender Agent shall register such Bonds in the name of the
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Corporation or as otherwise directed by the Corporation. The Corporation may surrender
such Bonds to the Bond Trustee for cancellation as provided in Section 3.3(d) of the Loan
Agreement.
Section 4.14. Irrevocable Notice Deemed to be Tender of Bond; Undelivered
Bonds
(A) The giving of notice by a Holder of a Bond as provided in Section
4.06 shall constitute the irrevocable tender for purchase of each such Bond with respect to which
such notice shall have been given, regardless of whether such Bond is delivered to the Tender
Agent for purchase on the relevant Tender Date as provided in this Article IV.
(B) The Tender Agent may refuse to accept delivery of any such
Bonds for which a proper instrument of transfer has not been provided; such refusal, however,
shall not affect the validity of the purchase of such Bond as herein described. For purposes of
this Article IV, the Tender Agent for the Bonds shall determine timely and proper delivery of
such Bonds and the proper endorsement of such Bonds. Such determination shall be binding on
the Holders of such Bonds, the Corporation and the Remarketing Agent, absent manifest error.
If any Holder of a Bond who shall have given notice of tender of purchase pursuant to Section
4.06 or any Holder of a Bond subject to mandatory tender for purchase pursuant to Sections 4.07,
4.08, 4.09, 4.10 or 4.11 shall fail to deliver such Bond to the Tender Agent at the place and on
the applicable date and at the time specified, or shall fail to deliver such Bond properly endorsed,
such Bond shall constitute an Undelivered Bond. If funds in the amount of the Tender Price of
the Undelivered Bond are available for payment to the Holder thereof on the date and at the time
specified, from and after the date and time of that required delivery, (1) the Undelivered Bond
shall be deemed to be purchased and shall no longer be deemed to be Outstanding under this
Bond Indenture; (2) interest shall no longer accrue thereon; and (3) funds in the amount of the
Tender Price of the Undelivered Bond shall be held by the Tender Agent for such Bond for the
benefit of the Holder thereof, to be paid on delivery (and proper endorsement) of the Undelivered
Bond to the Tender Agent at its Principal Office. Any funds held by the Tender Agent as
described in clause (3) of the preceding sentence shall be held uninvested.
Section 4.15. Remarketing of Bonds; Notice of Interest Rates
(A) Upon a mandatory tender or notice of the tender for purchase of
Bonds, the Remarketing Agent, subject to the terms of the Remarketing Agreement, shall offer
for sale and use its best efforts to sell such Bonds, any such sale to be made on the date of such
purchase in accordance with this Article IV at a price equal to the principal amount thereof plus
accrued interest, if any, thereon to the purchase date. The Remarketing Agent agrees that, if a
Liquidity Facility is in effect with respect to a Series of Bonds, it shall not sell any Bonds of such
Series purchased pursuant to this Article IV to the City or to the Corporation, or any other
Member, or to any Person who controls, is controlled by, or is under common control with the
Corporation or any other Member or a Person who is otherwise a guarantor of the Loan
Repayments.
(B) The Remarketing Agent shall offer for sale and use its best efforts
to sell Liquidity Facility Bonds at a price equal to the principal amount thereof plus accrued
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interest to the date of purchase (based on the rate per annum which would have been applicable
to such Bonds if they were not Liquidity Facility Bonds). Liquidity Facility Bonds shall not be
delivered upon remarketing unless the Tender Agent shall have received a written confirmation
from the Liquidity Facility Provider that the Liquidity Facility is reinstated in accordance with its
terms to the full amount of the then Required Stated Amount represented by the Liquidity
Facility Bonds so remarketed.
(C) The Remarketing Agent shall determine the rate of interest to be
home by the Bonds during each Interest Rate Period (other than during a Remarketing Window
Interest Rate Period) for such Bonds and by each Bond during each Bond Interest Term for such
Bond and the Bond Interest Terms for each Bond during each Sbort-Term Interest Rate Period as
provided in Article II hereof and shall furnish to the Credit Facility Provider (if any), the Tender
Agent and to the Corporation upon request, in a timely fashion each rate of interest and Bond
Interest Term so determined by telephone or Electronic Means, promptly confirmed in writing.
(D) Anything in this Bond Indenture to the contrary notwithstanding, if
there shall have occurred and is continuing an Event of Default, there shall be no remarketing of
Bonds tendered or deemed tendered for purchase.
Section 4.16. The Remarketing Agent. The Remarketing Agent shall be
authorized by law to perform all the duties imposed upon it pursuant to the Remarketing
Agreement. The Remarketing Agent or any successor shall signify its acceptance of the duties
and obligations imposed upon it pursuant to the Remarketing Agreement by an agreement under
which the Remarketing Agent will agree to:
(A) determine the interest rates applicable to the Bonds (other than
Bonds in a Remarketing Window Interest Rate Period) and give notice to the Tender Agent of
such rates and periods in accordance with Article II hereof;
(B) keep such books and records as shall be consistent with prudent
industry practice; and
(C) use its best efforts to remarket Bonds in accordance with the
Remarketing Agreement.
The Remarketing Agent shall hold all amounts received by it in accordance with
any remarketing of Bonds pursuant to Section 4.15 in trust only for the benefit of the Holders of
tendered Bonds and shall not commingle such amounts with any other moneys.
Section 4.17. Oualifications of Remarketing Agent; Resignation; Removal
(A) Each Remarketing Agent shall be a Member of the National
Association of Securities Dealers, having a combined capital stock, surplus and undivided profits
of at least $50,000,000 and authorized by law to perform all the duties imposed upon it by this
Bond Indenture. Any successor Remarketing Agent shall have senior unsecured long -term debt
which shall be rated, so long as the Bonds with respect to which it is serving as Remarketing
Agent shall be rated by Moody's, at least Baa3 /P -3 or otherwise qualified by Moody's.
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(B) A Remarketing Agent may at any time resign and be discharged of
the duties and obligations created by the Remarketing Agreement by giving at least thirty (30)
days' written notice of such resignation to the Tender Agent, the City, the Bond Trustee, the
Credit Facility Provider (if any), the Liquidity Facility Provider (if any) and the Corporation. A
Remarketing Agent may be removed at the direction of the Corporation or at any time on thirty
(30) days prior written notice, by an instrument signed by the Corporation filed with such
Remarketing Agent, the Credit Facility Provider (if any), the Liquidity Facility Provider (if any),
the Bond Trustee and the Tender Agent. Upon giving any such notice of removal or upon
receiving any such notice of resignation, the Corporation shall promptly appoint a successor
Remarketing Agent by an instrument in writing and shall give notice of such removal or
resignation and the appointment of a successor to the City, the Credit Facility Provider (if any),
the Liquidity Facility Provider (if any), the Bond Trustee, the Tender Agent and the Corporation.
No resignation or removal of the Remarketing Agent shall be effective until a successor shall
have been appointed and shall have accepted its duties; provided, however, that the Corporation
shall be obligated to use its best efforts to timely appoint a successor Remarketing Agent, and
provided further that, in the event that the Corporation shall fail to appoint a successor
Remarketing Agent within ninety (90) days following receipt of notice of resignation from the
Remarketing Agent pursuant to this Section 4.15, such resignation shall take effect on the ninety-
first (91 st) day following receipt by the Corporation of such notice of resignation.
Section 4.18. Successor Remarketing Agents
(A) Any corporation, association, partnership or firm which succeeds
to the business of the Remarketing Agent as a whole or substantially as a whole, whether by sale,
merger, consolidation or otherwise, shall thereby become vested with all the property, rights and
powers of such Remarketing Agent hereunder.
(B) In the event that the Remarketing Agent has given notice of
resignation or has been notified of its impending removal in accordance with Section 4.17(B),
the Corporation shall appoint a successor Remarketing Agent.
(C) In the event that the property or affairs of the Remarketing Agent
shall be taken under control of any state or federal court or administrative body because of
bankruptcy or insolvency, or for any other reason, and the Corporation shall not have appointed
its successor, the City shall appoint a successor and, if no appointment is made within thirty (30)
days, the Tender Agent shall apply to a court of competent jurisdiction for such appointment.
Section 4.19. The Tender Agent
(A) Any Tender Agent and each successor Tender Agent shall be
appointed in accordance with this Bond Indenture and shall designate its Principal Office and
signify its acceptance of the duties and obligations imposed upon it as described herein by a
written instrument of acceptance delivered to the City, the Bond Trustee, the Credit Facility
Provider (if any), the Liquidity Facility Provider (if any), and the Corporation under which each
Tender Agent will agree, particularly:
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(1) to hold all Bonds delivered to it for purchase hereunder in
trust for the exclusive benefit of the respective Holders that shall have so delivered such
Bonds until moneys representing the purchase price of such Bonds shall have been
delivered to or for the account of or to the order of such Holders;
(2) to hold all moneys delivered to it hereunder for the
purchase of Bonds in trust for the exclusive benefit of the Person that shall have so
delivered such moneys until the Bonds purchased with such moneys shall have been
delivered to it for the account of such Person and, thereafter, for the benefit of the
Holders tendering such Bonds; and
(3) to keep such books and records as shall be consistent with
prudent industry practice and to make such books and records available for inspection by
the City, the Bond Trustee, the Remarketing Agent, the Credit Facility Provider (if any),
the Liquidity Facility Provider (if any) and the Corporation.
Section 4.20. Qualifications of Tender Agent; Resignation; Removal. Any
successor Tender Agent shall be a commercial bank or trust company duly organized under the
laws of the United States of America or any state or territory thereof having a combined capital
stock, surplus and undivided profits of at least $50,000,000 and authorized by law to perform all
the duties imposed upon it by this Bond Indenture. Subject to the next succeeding paragraph,
any Tender Agent may resign at any time, and be discharged of the duties and obligations
created by this Bond Indenture by giving at least sixty (60) days' notice to the City, the Liquidity
Facility Provider (if any), the Corporation, the Credit Facility Provider (if any) and the Bond
Trustee. Subject to the next succeeding paragraph, any Tender Agent may be removed at any
time by an instrument signed by the Corporation and filed with the Bond Trustee, the Credit
Facility Provider (if any), the Remarketing Agent, the Liquidity Facility Provider (if any) and the
City. If a Liquidity Facility Provider appoints an agent (the "Custody Agent ") pursuant to a
custody agreement or similar agreement to take possession of and hold any Liquidity Facility
Bonds on behalf of such Liquidity Facility Provider such Custody Agent shall be the Tender
Agent.
Upon the resignation or removal of the Tender Agent, the Tender Agent shall pay
over, assign and deliver any moneys and/or Bonds held by it in such capacity to its successor and
shall transfer any documentation relating to the Liquidity Facility in its custody, if any, to its
successor. In the event of the resignation of a Tender Agent who is also serving in the capacity
of Bond Trustee, the Bond Trustee shall also tender its resignation in accordance with the
provisions of this Bond Indenture. No such resignation or removal shall be effective until a
successor has been appointed and accepted such duties.
Section 4.21. Successor Tender Agents
(A) Any corporation, association, partnership or firm which succeeds
to the business of the Tender Agent as a whole or substantially as a whole, whether by sale,
merger, consolidation or otherwise, shall thereby become vested with all the property, rights and
powers of such Tender Agent hereunder.
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(B) In the event that the Tender Agent has given notice of resignation
or has been notified of its impending removal in accordance with Section 4.20, the Corporation
shall appoint a successor Tender Agent. The Bond Trustee shall provide notice of any successor
Tender Agent to S &P and Moody's.
(C) In the event that the Tender Agent shall resign, be removed or be
dissolved, or if the property or affairs of the Tender Agent shall be taken under control of any
state or federal court or administrative body because of bankruptcy or insolvency, or for any
other reason, and the Corporation shall not have appointed its successor, the City shall appoint a
successor and, if no appointment is made within thirty (30) days, the Tender Agent shall apply to
a court of competent jurisdiction for such appointment.
Section 4.22. Inadequate Funds for Tenders. If sufficient funds are not available
for the purchase of all Bonds of any Series tendered or deemed tendered and required to be
purchased on any Tender Date, the failure to pay the Tender Price of all tendered Bonds of such
Series when due and payable shall constitute an Event of Default pursuant to Section 7.01(C) and
all tendered Bonds of such Series shall be returned by the Tender Agent to their respective
Holders and, except for Unremarketed Bonds, all Bonds of such Series shall bear interest at the
Maximum Interest Rate from the date of such failed purchase until all such Bonds of such Series
are purchased as required in accordance with this Bond Indenture. If Index Rate Bonds are not
purchased on a Bank Purchase Date, then such Unremarketed Bonds shall bear interest at the
Bank Rate (in accordance with Section 2.01(F) of the initial Index Rate Agreement and
corresponding provisions of subsequent Index Rate Agreements, if any). Any moneys deposited
with the Remarketing Agent or transferred to the Tender Agent with respect to such failed
remarketing shall be returned to the parry depositing those moneys. Thereafter, the Bond Trustee
shall continue to take all such action available to it to obtain remarketing proceeds from the
Remarketing Agent and sufficient other funds from the Liquidity Facility Provider, the Credit
Facility Provider or the Corporation to effect a subsequent successful remarketing of any
tendered Bonds.
Section 4.23. Purchase in Lieu of Optional Redemption. Each Holder or
Beneficial Owner, by purchase and acceptance of any Bond, irrevocably grants to the
Corporation the option to purchase such Bond at any time such Bond is subject to optional
redemption as described in Section 4.01(A), (B), (C), or (D), as applicable, of this Bond
Indenture. Such Bond is to be purchased at a purchase price equal to the then applicable
Redemption Price of such Bond, plus accrued interest. The Corporation may only exercise such
option, after the Corporation shall have delivered a Favorable Opinion of Bond Counsel to the
Bond Trustee, and shall have directed the Bond Trustee to provide notice of mandatory purchase,
such notice to be provided, as and to the extent applicable, in accordance with Section 4.03 of
this Bond Indenture. Bonds to be so purchased shall be selected by the Bond Trustee in the same
manner as Bonds called for redemption pursuant to this Bond Indenture. On the date fixed for
purchase of any Bond in lieu of redemption as described in this Section, the Corporation shall
pay the purchase price of such Bond to the Bond Trustee in immediately available funds (which
shall be Available Moneys at any time at which there is a Credit Facility in effect with respect to
such Bonds), and the Bond Trustee shall pay the same to the Holders of the Bonds being
purchased against delivery thereof. No purchase of any Bond in lieu of redemption as described
in this Section shall operate to extinguish the indebtedness of the City evidenced by such Bond.
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No Holder or Beneficial Owner may elect to retain a Bond subject to mandatory purchase in lieu
of redemption.
ARTICLE V
REVENUES
Section 5.01. Pledge and Assignment; Revenue Fund
(A) Subject only to the provisions of this Bond Indenture permitting
the application thereof for the purposes and on the terms and conditions set forth herein, there are
hereby pledged to secure the payment of the principal of and premium, if any, and interest on the
Bonds in accordance with their terms and the provisions of this Bond Indenture, all of the
Revenues and any other amounts held in any fund or account established pursuant to this Bond
Indenture (other than the Bond Purchase Fund and the Rebate Fund). Said pledge shall
constitute a lien on and security interest in such assets and shall attach, be perfected and be valid
and binding from and after delivery by the Bond Trustee of the Bonds, without any physical
delivery thereof or further act.
(B) The City hereby transfers in trust, grants a security interest in and
assigns to the Bond Trustee, for the benefit of the Holders from time to time of the Bonds, all of
the Revenues and other assets pledged in subsection (A) of this Section and all of the right, title
and interest of the City in the Loan Agreement (except for (i) the right to receive any
Administrative Fees and Expenses to the extent payable to the City, (ii) any rights of the City to
indemnification, (iii) the obligation of the Corporation to make deposits pursuant to the Tax
Agreement) and (iv) as otherwise expressly set forth in the Loan Agreement) and Obligation
No. 8. The Bond Trustee shall be entitled to and shall collect and receive all of the Revenues,
and any Revenues collected or received by the City shall be deemed to be held, and to have been
collected or received, by the City as the agent of the Bond Trustee and shall forthwith be paid by
the City to the Bond Trustee. The Bond Trustee also shall be entitled to and shall take all steps,
actions and proceedings reasonably necessary in its judgment to enforce all of the rights of the
City and all of the obligations of the Corporation under the Loan Agreement and of the Members
under Obligation No. 8.
(C) All Revenues shall be promptly deposited by the Bond Trustee
upon receipt thereof in a special fund designated as the "Revenue Fund" which the Bond Trustee
is hereby directed to establish, maintain and hold in trust, except as otherwise provided in
Sections 5.06 and 5.07 and except that (i) all moneys received by the Bond Trustee and required
by the Loan Agreement, or Obligation No. 8 to be deposited in the Bond Purchase Fund or the
Redemption Fund, shall be promptly deposited in the Bond Purchase Fund and Redemption
Fund, respectively and (ii) all moneys received by the Bond Trustee from a Credit Facility shall
be promptly deposited in the Credit Facility Fund. All Revenues deposited with the Bond
Trustee shall be held, disbursed, allocated and applied by the Bond Trustee only as provided in
this Bond Indenture.
Section 5.02. Allocation of Revenues. On or before the dates specified below,
the Bond Trustee shall transfer from the Revenue Fund and deposit into the following respective
OHSUSA:752280284.4 94
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accounts (each of which the Bond Trustee is hereby directed to establish and maintain within the
Revenue Fund) and the Rebate Fund the following amounts, in the following order of priority,
the requirements of each such account (including the making up of any deficiencies in any such
account resulting from lack of Revenues sufficient to make any earlier required deposit) at the
time of deposit to be satisfied before any transfer is made to any account subsequent in priority:
First: on or before each Interest Payment Date, to the Interest Account, the
amount of interest becoming due and payable on such Interest Payment Date on all Bonds
then Outstanding, until the balance in said account is equal to said amount of interest;
Second: to the Principal Account, on or before each Sinking Fund Installment
Date, the amount of the Sinking Fund Installment becoming due and payable on such
date, until the balance in said account is equal to said amount of such Sinking Fund
Installment; and
Third: to the Rebate Fund, such amounts as are required to be deposited therein
by this Bond Indenture (including the Tax Agreement).
Any moneys remaining in the Revenue Fund after the foregoing transfers shall be
transferred to the Corporation as an overpayment of Loan Repayments.
Section 5.03. Application of Interest Account. All amounts in the Interest
Account shall be used and withdrawn by the Bond Trustee solely for the purpose of paying
interest on the Bonds as it shall become due and payable (including accrued interest on any
Bonds purchased or redeemed prior to maturity from funds on deposit in the Principal Account
or the Redemption Fund pursuant to this Bond Indenture) or to reimburse the applicable Credit
Facility Provider for drawings made under any Credit Facility for such purpose.
Section 5.04. Application of Principal Account
(A) All amounts in the Principal Account shall be used and withdrawn
by the Bond Trustee solely for the purpose of purchasing or redeeming or paying Sinking Fund
Installments or pay at maturity the Bonds as provided herein or to reimburse the applicable
Credit Facility Provider for drawings made under any Credit Facility for such purposes.
(B) On each Sinking Fund Installment Date established pursuant to this
Section 5.04, the Bond Trustee shall apply the Sinking Fund Installment required on that date to
the redemption (or payment at maturity, as the case may be) of the related Series of Bonds, upon
the notice and in the manner provided in Article IV; provided that, at any time prior to giving
such notice of such redemption, the Bond Trustee may apply moneys in the Principal Account to
the purchase of Bonds at public or private sale, as and when and at such prices (including
brokerage and other charges, but excluding accrued interest, which is payable from the Interest
Account) as directed in writing by the Corporation, except that the purchase price (excluding
accrued interest) shall not exceed the par amount of the Bonds so purchased. If, during the
twelve -month period immediately preceding a Sinking Fund Installment payment date, the Bond
Trustee has purchased Bonds with moneys in the Principal Account, or, during said period and
prior to giving said notice of redemption, the Corporation has deposited Bonds with the Bond
Trustee (together with a Request of the Corporation, to apply such Bonds to the Sinking Fund
OHSUSA:752280284.4 95
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Installment due on said date), or Bonds were at any time purchased or redeemed by the Bond
Trustee from the Redemption Fund and allocable to said Sinking Fund Installment, such Bonds
shall be applied, to the extent of the full principal amount thereof, to reduce said Sinking Fund
Installment. All Bonds purchased or deposited pursuant to this subsection, if any, shall be
canceled by the Bond Trustee. Bonds purchased from the Principal Account, purchased or
redeemed from the Redemption Fund, or deposited by the Corporation with the Bond Trustee
shall be allocated as a credit against such future Sinking Fund Installments as the Corporation
may specify in writing.
(C) Subject to the terms and conditions set forth in this Section,
Section 5.05 and in Section 4.01(E), the Series 2009B Bonds shall be redeemed (or paid at
maturity, as the case may be) by application of Sinking Fund Installments in the following
amounts and on the following Sinking Fund Installment Dates:
Redemption Date Sinking Fund Redemption Date Sinking Fund
(December 1) Installment (December 1) Installment
2024
$ 290,000
2032
$2,610,000
2025
2,010,000
2033
2,705,000
2026
2,080,000
2034
2,830,000
2027
2,145,000
2035
2,915,000
2028
2,255,000
2036
3,050,000
2029
2,335,000
2037
3,150,000
2030
2,430,000
2038'
3,285,000
2031
2,515,000
2037
3,150,000
t Final Maturity
(D) Subject to the terms and conditions set forth in this Section,
Section 5.05 and in Section 4.01(E), the Series 2009C Bonds shall be redeemed (or paid at
maturity, as the case may be) by application of Sinking Fund Installments in the following
amounts and on the following Sinking Fund Installment Dates:
Redemption Date
Sinking Fund
Redemption Date
Sinking Fund
(December 1)
Installment
(December 1)
Installment
2024
$ 290,000
2032
$2,605,000
2025
2,015,000
2033
2,710,000
2026
2,085,000
2034
2,825,000
2027
2,145,000
2035
2,920,000
2028
2,260,000
2036
3,045,000
2029
2,340,000
2037
3,150,000
2030
2,425,000
20381
3,280,000
2031
2,510,000
Final Maturity
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(E) Subject to the terms and conditions set forth in this Section,
Section 5.05 and in Section4.01(E), the Series 2009D Bonds shall be redeemed (or paid at
maturity, as the case may be) by application of Sinking Fund Installments in the following
amounts and on the following Sinking Fund Installment Dates:
Redemption Date Sinking Fund Redemption Date Sinking Fund
(December 1) Installment (December 1) Installment
2024
$1,380,000
2032
$2,445,000
2025
1,760,000
2033
2,565,000
2026
1,840,000
2034
2,700,000
2027
1,920,000
2035
2,815,000
2028
2,035,000
2036
2,975,000
2029
2,125,000
2037
3,100,000
2030
2,240,000
20381
3,260,000
2031
2,330,000
' Final Maturity
(F) Subject to the terms and conditions set forth in this Section,
Section 5.05 and in Section 4.01 (E), the Series 2009E Bonds shall be redeemed (or paid at
maturity, as the case may be) by application of Sinking Fund Installments in the following
amounts and on the following Sinking Fund Installment Dates:
Redemption Date
(December 1)
Sinking Fund
Installment
Redemption Date
(December 1)
Sinking Fund
Installment
2024
$1,375,000
2032
$2,440,000
2025
1,760,000
2033
2,565,000
2026
1,845,000
2034
2,705,000
2027
1,920,000
2035
2,815,000
2028
2,040,000
2036
2,975,000
2029
2,125,000
2037
3,100,000
2030
2,230,000
20381
3,265,000
2031
2,330,000
1 Final Maturity
Section 5.05. Application of Redemption Fund. The Bond Trustee shall
establish, maintain and hold in trust a fund separate from any other fund established and
maintained hereunder designated as the "Redemption Fund" and within the Redemption Fund a
separate Optional Redemption Account and a separate Special Redemption Account. All
amounts deposited in the Optional Redemption Account and in the Special Redemption Account
shall be used and withdrawn by the Bond Trustee solely for the purpose of redeeming Bonds, in
the manner and upon the terms and conditions specified in Article IV, at the next succeeding date
of redemption for which notice has not been given and at the Redemption Prices then applicable
to redemptions from the Optional Redemption Account and the Special Redemption Account,
respectively or to reimburse the applicable Credit Facility Provider for drawings made under any
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Credit Facility for such purpose; provided that, at any time prior to giving such notice of
redemption, the Bond Trustee shall, upon direction of the Corporation, apply such amounts to the
purchase of Bonds at public or private sale, as and when and at such prices (including brokerage
and other charges, but excluding accrued interest, which is payable from the Interest Account) as
the Corporation may direct, except that the purchase price (exclusive of accrued interest) may
not exceed the Redemption Price then applicable to such Bonds; and provided further that, in the
case of the Optional Redemption Account, in lieu of redemption at such next succeeding date of
redemption, or in combination therewith, amounts in such account that constitute Available
Moneys may be transferred to the Revenue Fund and credited against Loan Repayments in order
of their due date as set forth in a Request of the Corporation. All Bonds purchased or redeemed
from the Redemption Fund shall be allocated to applicable Sinking Fund Installments (in
accordance with the Tax Agreement) designated in a Certificate of the Corporation delivered to
the Bond Trustee, provided, however, if the Corporation fails to deliver such a Certificate, in
inverse order of maturity.
Section 5.06. Rebate Fund
(A) The Bond Trustee shall establish and maintain a fund separate
from any other fund established and maintained hereunder designated as the Rebate Fund.
Within the Rebate Fund, the Bond Trustee shall maintain such accounts as shall be necessary to
comply with instructions of the Corporation given pursuant to the terms and conditions of the
Tax Agreement. Subject to the transfer provisions provided in subsection (E) below, all money
at any time deposited in the Rebate Fund shall be held by the Bond Trustee in trust, to the extent
required to satisfy the Rebate Requirement (as defined in the Tax Agreement), for payment to the
federal government of the United States of America. Neither the City, the Corporation nor the
Holder of any Bonds shall have any rights in or claim to such money. All amounts deposited
into or on deposit in the Rebate Fund shall be governed by this Section, by Section 6.06 and by
the Tax Agreement (which is incorporated herein by reference). The Bond Trustee shall be
deemed conclusively to have complied with such provisions if it follows the written directions of
the Corporation including supplying all necessary information in the manner provided in the Tax
Agreement, and shall have no liability or responsibility to enforce compliance by the Corporation
or the City with the terms of the Tax Agreement. The City shall be deemed conclusively to have
complied with the provisions of this Section if it takes such actions as may reasonably be
requested by the Corporation pursuant to the Tax Agreement.
(B) Upon the Corporation's written direction, an amount shall be
deposited to the Rebate Fund by the Bond Trustee from deposits by the Corporation or from
available investment earnings on amounts held in the Revenue Fund, if and to the extent
required, so that the balance in the Rebate Fund shall equal the Rebate Requirement.
Computations of the Rebate Requirement shall be furnished to the Bond Trustee by or on behalf
of the Corporation in accordance with the Tax Agreement.
(C) The Bond Trustee shall have no obligation to rebate any amounts
required to be rebated pursuant to this Section, other than from moneys held in the funds and
accounts created under this Bond Indenture or from other moneys provided to it by the
Corporation.
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(D) At the written direction of the Corporation, the Bond Trustee shall
invest all amounts held in the Rebate Fund in Investment Securities, subject to the restrictions set
forth in the Tax Agreement. Neither the City nor the Bond Trustee shall be liable for any
consequences arising from such investment. Money shall not be transferred from the Rebate
Fund except as provided in subsection (E) below.
(E) Upon receipt of the Corporation's written directions, the Bond
Trustee shall remit part or all of the balances in the Rebate Fund to the United States of America,
as so directed. In addition, if the Corporation so directs in writing and certifies that such action
is in accordance with the Tax Agreement, the Bond Trustee will deposit money into or transfer
money out of the Rebate Fund from or into such accounts or funds as directed by the
Corporation's written directions. Any funds remaining in the Rebate Fund after redemption and
payment of all of the Bonds and payment and satisfaction of any Rebate Requirement, or
provision made therefor satisfactory to the Bond Trustee, shall be withdrawn and remitted to the
Corporation.
(F) Notwithstanding any other provision of this Bond Indenture,
including in particular Article X, the obligation to remit the Rebate Requirement to the United
States of America and to comply with all other requirements of this Section, Section 6.06 and the
Tax Agreement shall survive the defeasance or payment in full of the Bonds.
Section 5.07. Investment of Moneys in Funds and Accounts. All moneys in any
of the funds and accounts established pursuant to this Bond Indenture (other than the Bond
Purchase Fund and the Credit Facility Fund) shall be invested by the Bond Trustee, upon the
written direction of the Corporation, solely in Investment Securities. Investment Securities shall
be purchased at such prices and on such terms as the Corporation may direct. The directions of
the Corporation shall be subject to the limitations set forth in Section 6.06. All Investment
Securities shall be acquired subject to the limitations as to maturities hereinafter in this Section
set forth and such additional limitations or requirements consistent with the foregoing as may be
established by Request of the Corporation. No Request of the Corporation shall impose any duty
on the Bond Trustee inconsistent with its fiduciary responsibilities. In the absence of directions
from the Corporation, the Bond Trustee shall invest in Investment Securities specified in
subsection (f) of the definition thereof in Section 1.01.
Moneys in the Bond Purchase Fund and the Credit Facility Fund shall remain
uninvested. Moneys in all other funds and accounts shall be invested in Investment Securities
maturing not later than the date on which it is estimated that such moneys will be required for the
purposes specified in this Bond Indenture. Investment Securities purchased under a repurchase
agreement or investment contract may be deemed to mature on the date or dates on which the
Bond Trustee may deliver such Investment Securities for repurchase under such agreement.
All interest, profits and other income received from the investment of moneys in
any fund or account established pursuant to this Bond Indenture shall be deposited when
received in the fund or account from which the moneys were invested. Notwithstanding
anything to the contrary contained in this paragraph, an amount of interest received with respect
to any Investment Security equal to the amount of accrued interest, if any, paid as part of the
OHSUSA:752280284.4 99
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purchase price of such Investment Security shall be credited to the fund or account for the credit
of which such Investment Security was acquired.
Investment Securities acquired as an investment of moneys in any fund or account
established under this Bond Indenture shall be credited to such fund or account. For the purpose
of determining the amount in any such fund or account all Investment Securities credited to such
fund or account shall be valued at the lower of cost (exclusive of accrued interest after the first
payment of interest following acquisition) or par value (plus, prior to the first payment of interest
following acquisition, the amount of interest paid as part of the purchase price).
The Bond Trustee may commingle any of the amounts on deposit in the funds or
accounts established pursuant to this Bond Indenture (other than the Bond Purchase Fund, the
Credit Facility Fund or the Rebate Fund) into a separate fund or funds for investment purposes
only, provided that all funds or accounts held by the Bond Trustee hereunder shall be accounted
for separately as required by this Bond Indenture. The Bond Trustee may act as principal or
agent in the making or disposing of any investment. The Bond Trustee may sell at the best price
reasonably obtainable, or present for redemption, any Investment Securities so purchased
whenever it shall be necessary to provide moneys to meet any required payment, transfer,
withdrawal or disbursement from the fund or account to which such Investment Security is
credited, and, subject to the provisions of Section 8.03 with respect to the Bond Trustee, neither
the City nor the Bond Trustee shall be liable or responsible for any loss resulting from any
investment made in accordance with the provisions of this Section 5.07.
The City (and the Corporation by its execution of the Loan Agreement)
acknowledges that, to the extent regulations of the Comptroller of the Currency or other
applicable regulatory entity grant the City or the Corporation the right to receive brokerage
confirmations of security transactions as they occur, the City and the Corporation will not
receive such confirmations to the extent permitted by law. The Bond Trustee will furnish the
City and the Corporation periodic cash transaction statements as provided herein which include
detail for all investment transactions made by the Bond Trustee hereunder.
Section 5.08. Credit Facility; Credit Facility
(A) The Bond Trustee shall hold and maintain each Credit Facility (if
any) for any Series of Bonds for the benefit of the Holders of Bonds of such Series until such
Credit Facility expires in accordance with its terms. Subject to the provisions of this Bond
Indenture, the Bond Trustee shall enforce all terms, covenants and conditions of each Credit
Facility for the Series of Bonds then secured by such Credit Facility, including payment when
due of any draws on such Credit Facility, and the provisions relating to the payment of draws on,
and reinstatement of amounts that may be drawn under, such Credit Facility, and will not consent
to, agree to or permit any amendment or modification of such Credit Facility which would
materially adversely affect the rights or security of the Holders of Bonds of such Series then so
secured. If a Credit Facility secures more than one Series of Bonds at any time, the Trustee shall
account for proceeds drawn thereunder separately for each Series. The Trustee shall only use
proceeds of a Credit Facility to make payments with respect to a Series then secured thereunder.
If at any time during the term of a Credit Facility any successor Bond Trustee shall be appointed
and qualified under this Bond Indenture, the resigning or removed Bond Trustee shall request
OHSUSA:752280284.4 100
107
that the Credit Facility Provider transfer such Credit Facility to the successor Bond Trustee. If
the resigning or removed Bond Trustee fails to make this request, the successor Bond Trustee
shall do so and shall delay accepting appointment hereunder until the Credit Facility Provider
assents to such request. When a Credit Facility expires in accordance with its terms or is
replaced by an Alternate Credit Facility, the Bond Trustee shall immediately surrender such
Credit Facility to the Credit Facility Provider, provided, however, that the Bond Trustee shall not
surrender such Credit Facility until all draws upon such Credit Facility in accordance with its
terms and as required hereby shall have been funded. All provisions herein relating to the rights
of any Credit Facility Provider shall be of no force and effect if there is no Credit Facility or
Alternate Credit Facility in effect with respect to a Series of Bonds. Any reference in this
Indenture to the Credit Facility or Liquidity Facility shall mean the particular Credit Facility
and/or Liquidity Facility in effect with respect to each Series of Bonds and the rights and duties
of any Credit Facility Provider or Liquidity Facility Provider shall mean only such entities with
respect to any Series of Bonds then in effect.
(B) Notwithstanding any other provision of this Indenture, unless a
Credit Facility Provider Failure has occurred and is continuing, the principal and Redemption
Price of and interest on the Bonds of a Series shall be paid solely with Available Moneys. While
a Credit Facility is in effect with respect to any Bonds, the Bond Trustee shall, on the Business
Day preceding each Interest Payment Date and Sinking Fund Installment Date (or other date
upon which principal of such Bonds is due), draw on the Credit Facility in accordance with the
terms thereof so as to receive thereunder by 2:00 p.m. New York City time on said Interest
Payment Date and Sinking Fund Installment Date (or other date upon which principal of such
bonds is due), an amount, in immediately available funds, equal to the amount of interest and
principal payable on such Bonds on such Interest Payment Date and Sinking Fund Installment
Date (or other date upon which principal of such Bonds is due). If the Credit Facility Provider
fails to fund such a draw the Bond Trustee shall promptly notify the Corporation and shall pay
when due such amount of interest and principal payable on such Bonds on such Interest Payment
Date and Sinking Fund Installment Date (or other date upon which principal of such Bonds is
due) in accordance with the terms of this Bond Indenture. The proceeds of such draws shall be
deposited in the Credit Facility Fund pursuant to Section 5.08(C) hereof and shall be applied to
pay principal of and interest on the Bonds prior to the application of any other funds held by the
Bond Trustee therefor. Notwithstanding the foregoing, if the Credit Facility Provider and the
Liquidity Facility Provider are the same entity, the Bond Trustee shall not draw on the Credit
Facility with respect to any payments due or made in connection with Liquidity Facility Bonds.
In no event shall the Bond Trustee draw on the Credit Facility with respect to any payments
made in connection with Bonds not covered by the Credit Facility or Bonds owned by the
Corporation or any Member.
(C) The Bond Trustee shall establish, maintain and hold in trust a
special fund designated as the "Credit Facility Fund." The Bond Trustee shall deposit in the
Credit Facility Fund all moneys derived from a drawing under a Credit Facility for the purpose
of paying the principal of and interest on Bonds subject to such Credit Facility when due.
Moneys held in the Credit Facility Fund shall be held separate and apart from all other funds and
accounts and shall not be commingled with any other moneys. Moneys in the Credit Facility
Fund shall be withdrawn by the Bond Trustee from the Credit Facility Fund and applied to the
payment of the principal of and interest on Bonds subject to such Credit Facility on each Sinking
OHSUSA:752280284.4 101
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Fund Installment Date for such Bonds (or other date upon which principal of such Bonds is due)
and Interest Payment Date for such Bonds, provided that such moneys shall not be used to pay
the principal of or interest on Bonds not covered by the Credit Facility or Bonds owned by any
Member.
ARTICLE VI
PARTICULAR COVENANTS
Section 6.01. Punctual Payment. The City shall punctually cause to be paid the
principal or Redemption Price and interest to become due in respect of all the Bonds, in strict
conformity with the terms of the Bonds and of this Bond Indenture, according to the true intent
and meaning thereof, but only out of Revenues and other assets pledged for such payment as
provided in this Bond Indenture.
Section 6.02. Extension of Payment of Bonds. Except as set forth in Section
9.01, the City shall not directly or indirectly extend or assent to the extension of the maturity of
any of the Bonds or the time of payment of any claims for interest by the purchase or funding of
such Bonds or claims for interest or by any other arrangement and in case the maturity of any of
the Bonds or the time of payment of any such claims for interest shall be extended, such Bonds
or claims for interest shall not be entitled, in case of any default hereunder, to the benefits of this
Bond Indenture, except subject to the prior payment in full of the principal of all of the Bonds
then Outstanding and of all claims for interest thereon which shall not have been so extended.
Nothing in this Section shall be deemed to limit the right of the City to issue obligations for the
purpose of refunding any Outstanding Bonds, and such issuance shall not be deemed to
constitute an extension of maturity of Bonds.
Section 6.03. Against Encumbrances. The City shall not create any pledge, lien,
charge or other encumbrance upon the Revenues and other assets pledged or assigned under this
Bond Indenture while any of the Bonds are Outstanding, except the pledges and assignments
created by this Bond Indenture, and will assist the Bond Trustee in contesting any such pledge,
lien, charge or other encumbrance which may be created. Subject to this limitation, the City
expressly reserves the right to enter into one or more other indentures for any of its corporate
purposes, including other programs under the Law, and reserves the right to issue other
obligations for such purposes.
Section 6.04. Power to Issue Bonds and Make Pledge and Assignment. The City
is duly authorized pursuant to law to issue the Bonds and to enter into this Bond Indenture and to
pledge and assign the Revenues and other assets purported to be pledged and assigned,
respectively, under this Bond Indenture in the manner and to the extent provided in this Bond
Indenture. The Bonds and the provisions of this Bond Indenture are and will be the legal, valid
and binding limited obligations of the City in accordance with their terms, and the City and Bond
Trustee shall at all times, subject to the provisions of this Bond Indenture and to the extent
permitted by law, defend, preserve and protect said pledge and assignment of Revenues and
other assets and all the rights of the Bondholders under this Bond Indenture against all claims
and demands of all Persons whomsoever.
OHSUSA:752280284.4 102
109
Section 6.05. Accounting Records and Financial Statements
(A) The Bond Trustee shall at all times keep, or cause to be kept,
proper books of record and account prepared in accordance with trust accounting standards, in
which complete and accurate entries shall be made of all transactions made by or on behalf of the
Bond Trustee relating to the receipt, investment, disbursement, allocation and application of the
proceeds of the Bonds, the Revenues, the Loan Agreement, Obligation No. 8 and all funds and
accounts established pursuant to this Bond Indenture. Such books of record and account shall be
available for inspection by the City, the Credit Facility Provider (if any), the Liquidity Facility
Provider (if any), the Corporation and any Bondholder or the agent or representative of any of
them duly authorized in writing, during the Bond Trustee's business hours on days on which the
Bond Trustee is open for business.
(B) The Bond Trustee shall file and furnish on or before the 15th day
of each month to the Corporation, the Credit Facility Provider (if any) and to each Bondholder
who shall have filed such Bondholder's name and address with the Bond Trustee for such
purpose, and to the City if requested in writing, a complete financial statement (which need not
be audited) covering receipts, disbursements, allocation and application of Revenues and any
other moneys (including proceeds of Bonds) in any of the funds and accounts established
pursuant to this Bond Indenture for the preceding month.
(C) The Trustee shall famish to any Bondholder and the Credit Facility
Provider (if any) (upon such Bondholder's request or the Credit Facility Provider's (if any)), and
the City if requested in writing a statement of the aggregate principal amount of Bonds
Outstanding and the redemption history of the Bonds (i.e., the dates, amounts, sources of funds,
and distribution of calls to the maturities of any previously occurring redemptions).
Section 6.06. Tax Covenants. The City shall at all times do and perform all acts
and things permitted by law and this Bond Indenture which are necessary or desirable to assure
that interest paid on the Bonds (or any of them) will be excluded from gross income for federal
income tax purposes and shall take no action that would result in such interest not being so
excluded. Without limiting the generality of the foregoing, the City agrees to comply with the
provisions of the Tax Agreement. This covenant shall survive payment in full or defeasance of
the Bonds.
Section 6.07. Enforcement of Loan Agreement and Obligation No. 8. The Bond
Trustee shall promptly collect all amounts due from the Corporation pursuant to the Loan
Agreement and from the Obligated Group pursuant to Obligation No. 8, shall perform all duties
imposed upon it pursuant to the Loan Agreement and shall enforce, and take all steps, actions
and proceedings reasonably necessary (subject to the rights of the Credit Facility Provider (if
any) with respect to the enforcement of remedies) for the enforcement of, all of the rights of the
City and all of the obligations of the Corporation and the other Members.
Section 6.08. Amendment of Loan Agreement
(A) Except as provided in Section 6.08(B), the City shall not amend,
modify or terminate any of the terms of the Loan Agreement, or consent to any such amendment,
OHSUSA:752280284.4 103
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modification or termination, unless the written consent of (i) the Purchaserduring an Index Rate
Period or if any Bonds constitute Unremarketed Bonds and the Credit Facility Provider (if any)
or (ii) otherwise, the Holders of a majority in principal amount of the Bonds then Outstanding to
such amendment, modification or termination is filed with the Bond Trustee, provided that no
such amendment, modification or termination shall reduce the amount of Loan Repayments to be
made to the City or the Bond Trustee by the Corporation pursuant to the Loan Agreement, or
extend the time for making such payments, without the written consent of all of the Holders of
the Bonds then Outstanding.
(B) Notwithstanding the provisions of Section 6.08(A), the terms of
the Loan Agreement may also be modified or amended from time to time and at any time by the
City, with the consent of the Purchaserduring an Index Rate Period or if any Bonds constitute
Unremarketed Bonds and the Credit Facility Provider (if any), without the necessity of obtaining
the consent of any Bondholders, only to the extent permitted by law and only for any one or
more of the following purposes:
(1) to add to the covenants and agreements of the City or the
Corporation contained in the Loan Agreement other covenants and agreements thereafter
to be observed, to pledge or assign additional security for the Bonds (or any portion
thereof), or to surrender any right or power therein reserved to or conferred upon the City
or the Corporation, provided, that no such covenant, agreement, pledge, assignment or
surrender shall materially adversely affect the interests of the Holders of the Bonds;
(2) to make such provisions for the purpose of curing any
ambiguity, inconsistency or omission, or of curing or correcting any defective provision,
contained in the Loan Agreement, or in regard to matters or questions arising under the
Loan Agreement, as the City may deem necessary or desirable and not inconsistent with
the Loan Agreement or this Bond Indenture, and which shall not materially adversely
affect the interests of the Holders of the Bonds;
(3) to evidence or give effect to, or to conform to the terms and
provisions of, any Liquidity Facility;
(4) to evidence or give effect to, or to conform to the terms and
provisions of, any Credit Facility;
(5) to maintain the exclusion from gross income of interest
payable with respect to the Bonds;
(6) to make any modification or amendment to the Loan
Agreement which will be effective upon the remarketing of Bonds following the
mandatory tender of the Bonds pursuant to Sections 4.08, 4.09, 4.10 or 4.11; and
(7) to make any modification or amendment that, if it was a
change made to or under the Indenture, would not require consent of Bondholders.
(C) In executing or consenting to any amendment to the Loan
Agreement permitted by this Section, the City, the Credit Facility Provider (if any) and the Bond
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Trustee shall receive, and shall be fully protected in relying upon, an Opinion of Bond Counsel
addressed to the City, the Credit Facility Provider (if any) and the Bond Trustee stating that the
execution of such amendment is authorized or permitted by the Loan Agreement and this Bond
Indenture and applicable law, will upon the execution and delivery thereof be valid and binding
obligations of the parties thereto, and that the execution and delivery thereof will not adversely
affect the exclusion from federal gross income of interest on the Bonds.
(D) So long as a Credit Facility or Liquidity Facility is in effect, upon
Request of the Corporation, the Bond Trustee, as holder of Obligation No. 8, shall consent to any
amendment to the Master Indenture requested by the Corporation, provided that the Bond
Trustee shall have received the prior written consent of the Credit Facility Provider (if any) and
the Liquidity Facility Provider (if any) to such amendments.
Section 6.09. Waiver of Laws. The City shall not at any time insist upon or
plead in any manner whatsoever, or claim or take the benefit or advantage of, any stay or
extension law now or at any time hereafter in force that may affect the covenants and agreements
contained in this Bond Indenture or in the Bonds, and all benefit or advantage of any such law or
laws is hereby expressly waived by the City to the extent permitted by law.
Section 6.10. Further Assurances. The City shall make, execute and deliver any
and all such further indentures, instruments and assurances as may be reasonably necessary or
proper to carry out the intention or to facilitate the performance of this Bond Indenture and for
the better assuring and confirming unto the Holders of the Bonds of the rights and benefits
provided in this Bond Indenture.
Section 6.11. Continuing Disclosure. Pursuant to Section 5.10 of the Loan
Agreement, the Corporation has undertaken all responsibility for compliance with continuing
disclosure requirements to the extent set forth therein, and the City shall have no liability to the
Holders of the Bonds or any other Person with respect to S.E.C. Rule 15c2 -12. Notwithstanding
any other provision of this Bond Indenture, failure of the Corporation or the Dissemination
Agent (as defined in the Continuing Disclosure Certificate) to comply with the Continuing
Disclosure Certificate shall not be considered an Event of Default; however, the Bond Trustee
may (and, at the request of any Participating Underwriter (as defined in the Continuing
Disclosure Certificate) or the Holders of at least 25% aggregate principal amount of Outstanding
Bonds, shall) or any Bondholder or Beneficial Owner may take such actions as may be necessary
and appropriate, including seeking mandate or specific performance by court order, to cause the
Corporation to comply with its obligations under Section 5.9 of the Loan Agreement or to cause
the Bond Trustee to comply with its obligations under this Section 6.11.
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ARTICLE VII
EVENTS OF DEFAULT AND REMEDIES OF BONDHOLDERS
Section 7.01. Events of Default. The following events shall be Events of
Default:
(A) default in the due and punctual payment of the principal or
Redemption Price of any Bond when and as the same shall become due and payable, whether at
maturity as therein expressed, by proceedings for redemption, by acceleration or otherwise or
default in the redemption of any Bonds from Sinking Fund Installments in the amount and at the
times provided therefor;
(B) default in the due and punctual payment of any installment of
interest on any Bond when and as such interest installment shall become due and payable;
(C) failure by the Corporation to pay the Tender Price of any Bond
tendered or subject to mandatory tender pursuant to Article IV or, if a Self- Liquidity
Arrangement is then in effect with respect to such Bond, subject to mandatory tender pursuant to
Section 4.06;
(D) default in any material respect by the City in the observance of any
of the other covenants, agreements or conditions on its part in this Bond Indenture or in the
Bonds, if such default shall have continued for a period of sixty (60) days after written notice
thereof, specifying such default and requiring the same to be remedied, shall have been given to
the City and the Corporation by the Bond Trustee, or to the City, the Corporation and the Bond
Trustee by the Credit Facility Provider (if any), or the Purchaserduring an Index Rate Period or if
any Bonds constitute Unremarketed Bonds, or Holders of not less than twenty-five per cent
(25 %) in aggregate principal amount of the Bonds at the time Outstanding;
(E) a Loan Default Event;
(F) receipt by the Bond Trustee of notice from the Credit Facility
Provider (if any) that an Event of Default (as defined in the Reimbursement Agreement) has
occurred under the Reimbursement Agreement and which notice directs the Bond Trustee to
accelerate the Bonds; or
(G) during an Index Rate Period or in the event any Bonds constitute
Unremarketed Bonds, the Bond Trustee shall receive a written notice from the Purchaserthat an
event of default has occurred under the Index Rate Agreement, which notice may in addition
instruct the Bond Trustee to accelerate the Bonds.
Upon actual knowledge of the existence of any Event of Default, the Bond
Trustee and the City shall notify the Corporation, the City, the Bank, the Credit Facility Provider
(if any), the Master Trustee and the Bond Trustee in writing as soon as practicable (but no later
than 30 days after obtaining actual knowledge thereof); provided, however, that the Bond
Trustee or City need not provide notice of any Loan Default Event if the Corporation has
expressly acknowledged the existence of such Loan Default Event in a writing delivered to the
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Bond Trustee, the City, the Credit Facility Provider (if any) and the Master Trustee.
Additionally, the Bond Trustee shall immediately notify the Credit Facility Provider (if any) if at
any time there are insufficient moneys to make any payments of principal of and/or interest on
the Bonds and immediately upon the occurrence of any Event of Default hereunder and shall
provide such additional information as the Credit Facility Provider (if any) shall reasonably
request.
Section 7.02. Acceleration of Maturities. Whenever any Event of Default
referred to in Section 7.01 shall have happened and be continuing, the Bond Trustee may take the
following remedial steps:
(A) In the case of an Event of Default described in Section 7.01 of this
Bond Indenture, the Bond Trustee may, with the written consent of the Credit Facility Provider
(if any) and the Purchaser during an Index Rate Period or if any Bonds constitute Unremarketed
Bonds, and upon written direction of the Credit Facility Provider (if any) or the Purchaser during
an Index Rate Period or if any Bonds constitute Unremarketed Bonds, shall, notify the City and
the Master Trustee of such Event of Default, may make a demand for payment under Obligation
No. 8 and request the Master Trustee in writing to give notice to the Credit Group Representative
pursuant to Section 4.02 of the Master Indenture declaring the principal of all obligations issued
under the Master Indenture then outstanding to be due and immediately payable. Thereupon, the
Bond Trustee shall declare the principal of all the Bonds then Outstanding, and the interest
accrued thereon, to be due and payable immediately, and upon any such declaration the same
shall become and shall be immediately due and payable (and interest shall cease to accrue as of
the date of such declaration unless such declaration is rescinded in accordance herewith),
anything in this Bond Indenture to the contrary notwithstanding. In addition, the Bond Trustee
and the City may take whatever action at law or in equity is necessary or desirable to collect the
payments due under Obligation No. 8;
(B) In the case of an Event of Default described in Section 7.01(D) of
this Bond Indenture, the Bond Trustee may, with the written consent of the Credit Facility
Provider (if any), take whatever action at law or in equity is necessary or desirable to enforce the
performance, observance or compliance by the City with any covenant, condition or agreement
by the City under this Bond Indenture; and
(C) In the case of an Event of Default described in Section 7.01(E) of
this Bond Indenture, the Bond Trustee may, with the written consent of the Credit Facility
Provider (if any), take whatever action the City would be entitled to take, and shall take whatever
action the City would be required to take, pursuant to the Loan Agreement to remedy the Loan
Default Event.
Upon a declaration of acceleration pursuant to this Section 7.02, interest on Bonds
(other than Liquidity Facility Bonds) shall immediately cease to accrue and the Bond Trustee
shall immediately draw on the Credit Facility in accordance with its terms, as provided in
Section 5.08, in an amount sufficient to pay principal and interest on Bonds subject to such
Credit Facility, and shall immediately apply the proceeds of such draw to the payment of such
Bonds.
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Any such declaration, however, is subject to the condition that if at any time after
such declaration and before any judgment or decree for the payment of the moneys due shall
have been obtained or entered, the City or the Corporation shall deposit with the Bond Trustee a
sum sufficient to pay all the principal (including any Sinking Fund Installments) or redemption
price of and installments of interest on the Bonds, payment of which is overdue, with interest on
such overdue principal at the rate borne by the respective Bonds, and the reasonable charges and
expenses of the Bond Trustee, and if the Bond Trustee has received notification from the Master
Trustee that the declaration of acceleration of Obligation No. 8 has been annulled pursuant to the
Master Indenture and any and all other defaults known to the Bond Trustee (other than in the
payment of principal of and interest on the Bonds due and payable solely by reason of such
declaration) shall have been made good or cured to the satisfaction of the Bond Trustee or
provision deemed by the Bond Trustee to be adequate shall have been made therefor (provided
that if a Credit Facility was drawn upon in connection with such Event of Default, such Credit
Facility has been reinstated and in the case of an Event of Default described in Section 7.01(F),
the notice provided by the Credit Facility Provider has been rescinded by the Credit Facility
Provider), then, and in every such case, the Bond Trustee shall, on behalf of the Holders of all of
the Bonds and with the consent of the Credit Facility Provider (if any) (and the Purchaser during
an Index Rate Period or if any Bonds constitute Unremarketed Bonds), rescind and annul such
declaration and its consequences and waive such default; but no such rescission and annulment
shall extend to or shall affect any subsequent default, or shall impair or exhaust any right or
power consequent thereon. The Bond Trustee shall give written notice to the Credit Facility
Provider (if any) and the Liquidity Facility Provider (if any) of any such rescission.
Immediately after any acceleration hereunder, the Bond Trustee, to the extent it
has not already done so, shall notify in writing the City, the Corporation, the Credit Facility
Provider (if any), the Liquidity Facility Provider (if any), the Tender Agent (if any) and the
Remarketing Agent (if any) of the occurrence of such acceleration.
Nothing contained herein, however, shall require the Bond Trustee to exercise any
remedies in connection with an Event of Default unless the Bond Trustee shall have actual
knowledge or shall have received written notice of such Event of Default.
Section 7.03. Application of Revenues and Other Funds After Default. If an
Event of Default shall occur and be continuing, all Revenues and any other funds then held or
thereafter received by the Bond Trustee under any of the provisions of this Bond Indenture
(subject to Section 11.10 and other than moneys required to be deposited in the Rebate Fund, the
Credit Facility Fund or the Bond Purchase Fund) shall be applied by the Bond Trustee as follows
and in the following order:
(1) To the payment of any expenses necessary in the opinion of
the Bond Trustee to protect the interests of the Holders of the Bonds and payment of
reasonable fees, charges and expenses of the Bond Trustee (including reasonable fees and
disbursements of its counsel) incurred in and about the performance of its powers and
duties under this Bond Indenture; and
(2) To the payment of the principal or Redemption Price of and
interest then due on the Bonds (upon presentation of the Bonds to be paid, and stamping
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thereon of the payment if only partially paid, or surrender thereof if fully paid) subject to
the provisions of this Bond Indenture (including Section 6.02), as follows:
(i) Unless the principal of all of the Bonds shall have become or have been
declared due and payable,
First: To the payment to the Persons entitled thereto of all installments of interest
then due in the order of the maturity of such installments, and, if the amount available
shall not be sufficient to pay in full any installment or installments maturing on the same
date, then to the payment thereof ratably, according to the amounts due thereon, to the
Persons entitled thereto, without any discrimination or preference; and
Second: To the payment to the Persons entitled thereto of the unpaid principal
(including Sinking Fund Installments) or Redemption Price of any Bonds which shall
have become due, whether at maturity or by call for redemption, in the order of their due
dates, with interest on the overdue principal at the rate borne by the respective Bonds,
and, if the amount available shall not be sufficient to pay in full all the Bonds due on any
date, together with such interest, then to the payment thereof ratably, according to the
amounts of principal or Redemption Price due on such date to the Persons entitled
thereto, without any discrimination or preference.
Third: To the payment of any obligations payable under the applicable Index
Rate Agreement to the Holders of Bonds bearing interest at the Index Rate or the Bank
Rate (to the extent not required to be paid at a higher level of priority) and to the payment
to the Credit Facility Provider(s) (if any), any amounts due under the Reimbursement
Agreement(s), ratably.
(ii) If the principal of all of the Bonds shall have become or have been
declared due and payable, to the payment of the principal and interest then due and unpaid
upon the Bonds, with interest on the overdue principal at the rate borne by the respective
Bonds, and, if the amount available shall not be sufficient to pay in full the whole amount so
due and unpaid, then to the payment thereof ratably, without preference or priority of principal
over interest, or of interest over principal, or of any installment of interest over any other
installment of interest, or of any Bond over any other Bond, according to the amounts due
respectively for principal and interest, to the Persons entitled thereto without any
discrimination or preference.
Section 7.04. Bond Trustee to Represent Bondholders. The Bond Trustee is
hereby irrevocably appointed (and the successive respective Holders of the Bonds, by taking and
holding the same, shall be conclusively deemed to have so appointed the Bond Trustee) as Bond
Trustee and true and lawful attorney -in -fact of the Holders of the Bonds for the purpose of
exercising and prosecuting on their behalf such rights and remedies as may be available to such
Holders under the provisions of the Bonds, this Bond Indenture, the Loan Agreement, Obligation
No. 8, the Law and applicable provisions of any other law. Subject to the rights of the
Purchaserand the Credit Facility Provider (if any) with respect to the enforcement of remedies
related to the Bonds as described herein, upon the occurrence and continuance of an Event of
Default or other occasion giving rise to a right in the Bond Trustee to represent the Bondholders,
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the Bond Trustee in its discretion may, and upon the written request of the Holders of not less
than twenty -five percent (25 %) in aggregate principal amount of the Bonds then Outstanding and
upon being indemnified to its satisfaction therefor, shall, proceed to protect or enforce its rights
or the rights of such Holders by such appropriate action, suit, mandamus or other proceedings as
it shall deem most effectual to protect and enforce any such right, at law or in equity, either for
the specific performance of any covenant or agreement contained herein, or in aid of the
execution of any power herein granted, or for the enforcement of any other appropriate legal or
equitable right or remedy vested in the Bond Trustee or in such Holders under this Bond
Indenture, the Loan Agreement, Obligation No. 8, the Law or any other law; and upon instituting
such proceeding, the Bond Trustee shall be entitled, as a matter of right, to the appointment of a
receiver of the Revenues and other amounts and assets pledged under this Bond Indenture,
pending such proceedings. If more than one such request is received by the Bond Trustee from
the Holders, the Bond Trustee shall follow the written request executed by the Holders of the
greater percentage of Bonds then Outstanding in excess of twenty -five percent (25 %). All rights
of action under this Bond Indenture or the Bonds or otherwise may be prosecuted and enforced
by the Bond Trustee without the possession of any of the Bonds or the production thereof in any
proceeding relating thereto, and any such suit, action or proceeding instituted by the Bond
Trustee shall be brought in the name of the Bond Trustee for the benefit and protection of all the
Holders of such Bonds, subject to the provisions of this Bond Indenture (including Section 6.02).
Section 7.05. Purchaser's, Credit Facility Provider's and Bondholders' Direction
of Proceedings. Anything in this Bond Indenture to the contrary notwithstanding, the Credit
Facility Provider (if any), or the Purchaser during an Index Rate Period or if any Bonds
constitute Unremarketed Bonds, or if a Credit Facility Provider Failure has occurred and is
continuing or, if there is no Credit Facility Provider, Holders of a majority in aggregate principal
amount of the Bonds then Outstanding (or the Purchaser during an Index Rate Period or if any
Bonds constitute Unremarketed Bonds), shall have the right, by an instrument or concurrent
instruments in writing executed and delivered to the Bond Trustee, and upon indemnifying the
Bond Trustee to its satisfaction therefor, to direct the method of conducting all remedial
proceedings taken by the Bond Trustee hereunder, provided that such direction shall not be
otherwise than in accordance with law and the provisions of this Bond Indenture, and that the
Bond Trustee shall have the right to decline to follow any such direction which in the opinion of
the Bond Trustee would be unjustly prejudicial to Bondholders not parties to such direction.
Section 7.06. Limitation on Bondholders' Right to Sue. No Holder of any Bond
shall have the right to institute any suit, action or proceeding at law or in equity, for the
protection or enforcement of any right or remedy under this Bond Indenture, the Loan
Agreement, Obligation No. 8, the Law or any other applicable law with respect to such Bond,
unless (1) such Holder shall have given to the Bond Trustee written notice of the occurrence of
an Event of Default; (2) the Holders of not less than twenty -five per cent (25 %) in aggregate
principal amount of the Bonds then Outstanding shall have made written request upon the Bond
Trustee to exercise the powers hereinbefore granted or to institute such suit, action or proceeding
in its own name; provided, however, that if more than one such request is received by the Bond
Trustee from the Holders, the Bond Trustee shall follow the written request executed by the
Holders of the greater percentage of Bonds then Outstanding in excess of twenty -five percent
(25 %); (3) such Holder or said Holders shall have tendered to the Bond Trustee indemnity
satisfactory to it against the costs, expenses and liabilities to be incurred in compliance with such
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request; (4) the Bond Trustee shall have refused or omitted to comply with such request for a
period of sixty (60) days after such written request shall have been received by, and said tender
of indemnity shall have been made to, the Bond Trustee; and (5) the Credit Facility Provider (if
any) and the Purchaser during an Index Rate Period or if any Bonds constitute Unremarketed
Bonds, shall have consented in writing to such action.
Such notification, request, tender of indemnity and refusal or omission are hereby
declared, in every case, to be conditions precedent to the exercise by any Holder of Bonds of any
remedy hereunder or under law; it being understood and intended that no one or more Holders of
Bonds shall have any right in any manner whatever by such Holder's or Holders' action to affect,
disturb or prejudice the security of this Bond Indenture or the rights of any other Holders of
Bonds, or to enforce any right under this Bond Indenture, the Loan Agreement, Obligation No. 8,
the Law or other applicable law with respect to the Bonds, except in the manner herein provided,
and that all proceedings at law or in equity to enforce any such right shall be instituted, had and
maintained in the manner herein provided and for the benefit and protection of all Holders of the
Outstanding Bonds, subject to the provisions of this Bond Indenture (including Section 6.02).
Section 7.07. Absolute Obligation of City. Nothing contained in Section 7.06 or
in any other provision of this Bond Indenture or in the Bonds shall affect or impair the obligation
of the City, which is absolute and unconditional, to pay the principal or Redemption Price of and
interest on the Bonds to the respective Holders of the Bonds at their respective dates of maturity,
or upon call for redemption, as herein provided, but only out of the Revenues and other assets
herein pledged therefor, or affect or impair the right of such Holders, which is also absolute and
unconditional, to enforce such payment by virtue of the contract embodied in the Bonds.
Section 7.08. Termination of Proceedings. In case any proceedings taken by the
Bond Trustee, the Credit Facility Provider (if any) or any one or more Bondholders on account
of any Event of Default shall have been discontinued or abandoned for any reason or shall have
been determined adversely to the Bond Trustee, the Bank, the Credit Facility Provider (if any) or
the Bondholders, then in every such case the City, the Bond Trustee, the Bank, the Credit
Facility Provider (if any), the Liquidity Facility Provider (if any) and the Bondholders, subject to
any determination in such proceedings, shall be restored to their former positions and rights
hereunder, severally and respectively, and all rights, remedies, powers and duties of the City, the
Bond Trustee, the Bank, the Credit Facility Provider (if any), the Liquidity Facility Provider (if
any) and the Bondholders shall continue as though no such proceedings had been taken.
Section 7.09. Remedies Not Exclusive. No remedy herein conferred upon or
reserved to the Bond Trustee, the Bank, the Credit Facility Provider (if any) or to the Holders of
the Bonds is intended to be exclusive of any other remedy or remedies, and each and every such
remedy, to the extent permitted by law, shall be cumulative and in addition to any other remedy
given hereunder or now or hereafter existing at law or in equity or otherwise.
Section 7.10. No Waiver of Default. No delay or omission of the Bond Trustee,
the Bank, the Credit Facility Provider (if any) or of any Holder of the Bonds to exercise any right
or power arising upon the occurrence of any default shall impair any such right or power or shall
be construed to be a waiver of any such default or an acquiescence therein; and every power and
remedy given by this Bond Indenture to the Bond Trustee, the Bank, the Credit Facility Provider
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(if any) or to the Holders of the Bonds may be exercised from time to time and as often as may
be deemed expedient.
Section 7.11. Rieht of Sole Holder or Beneficial Owner to Require Assignment
by Bond Trustee. At any time during an Index Rate Mode or if any Bonds constitute
Unremarketed Bonds, upon the occurrence and during the continuance of an Event of Default,
the Bank, if it is then the sole Holder or Beneficial Owner of all of the Bonds of a Series then
Outstanding, shall have the right, at its option, exercised by delivery of a written instrument to
the Bond Trustee with a copy to the Corporation, to require the Trustee to assign to such Holder
or Beneficial Owner all of the rights, powers, and prerogatives of the Bond Trustee under the
Bond Indenture to enforce the provisions of this Bond Indenture, exercise any remedies and
otherwise take actions and institute proceedings for the benefit of and on behalf of the Holders
and the Beneficial Owners, and the Bond Trustee covenants and agrees that upon its release and
indemnification with respect to any action or failure to act of such Holder or Beneficial Owner
subsequent to the aforesaid assignment, it shall execute and deliver all such documents as are
necessary to accomplish the foregoing and vest such rights, remedies and title in such Holder or
Beneficial Owner.
ARTICLE VIII
THE BOND TRUSTEE
Section 8.01. Appointment, Duties, Immunities and Liabilities of Bond Trustee
(A) The City (at the request of the Corporation) hereby appoints Wells
Fargo Bank, National Association, as bond trustee. The Bond Trustee shall, prior to an Event of
Default, and after the curing or waiver of all Events of Default which may have occurred,
perform such duties and only such duties as are specifically set forth in this Bond Indenture, and,
except to the extent required by law, no implied covenants or obligations shall be read into this
Bond Indenture against the Bond Trustee. The Bond Trustee shall, during the existence of any
Event of Default (which has not been cured or waived), exercise such of the rights and powers
vested in it by this Bond Indenture, and use the same degree of care and skill in their exercise, as
a prudent person that customarily engages in activities essentially similar to those provided for
the Bond Trustee hereunder would exercise or use under the circumstances in the conduct of
such person's own affairs.
(B) The City may, and upon written request of the Corporation with
the prior written consent of the Credit Facility Provider (unless a Credit Facility Provider Failure
shall have occurred and be continuing) and the Purchaser(during an Index Rate Period or if there
remain any Unremarketed Bonds) shall, remove the Bond Trustee at any time unless an Event of
Default shall have occurred and then be continuing, and shall remove the Bond Trustee if at any
time requested to do so by an instrument or concurrent instruments in writing signed by the
Holders of not less than a majority in aggregate principal amount of the Bonds then Outstanding
(or their attorneys duly authorized in writing) or if at any time the Bond Trustee shall cease to be
eligible in accordance with subsection (E) of this Section, or shall become incapable of acting, or
shall be adjudged a bankrupt or insolvent, or a receiver of the Bond Trustee or its property shall
be appointed, or any public officer shall take control or charge of the Bond Trustee or of its
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property or affairs for the purpose of rehabilitation, conservation or liquidation, in each case by
giving written notice of such removal to the Bond Trustee, and thereupon shall appoint, with the
written consent of the Corporation and the Credit Facility Provider (if any) and the
Purchaser(during an Index Rate Period or if there remain any Unremarketed Bonds), a successor
Bond Trustee by an instrument in writing. The City, the Corporation or any Holder may at any
time petition any court of competent jurisdiction for the removal for cause of the Bond Trustee.
(C) The Bond Trustee may at any time resign by giving written notice
of such resignation to the City, the Bank, the Credit Facility Provider (if any), the Liquidity
Facility Provider (if any) and the Corporation and by giving the Bondholders notice of such
resignation by mail at the addresses shown on the registration books maintained by the Bond
Trustee. Upon receiving such notice of resignation, the City shall promptly appoint, with the
written consent of the Corporation and the Credit Facility Provider (if any) (and the Purchaser
during an Index Rate Period or if any Bonds constitute Unremarketed Bonds), a successor Bond
Trustee by an instrument in writing. The Bond Trustee shall not be relieved of its duties until
such successor Bond Trustee has accepted appointment. If the Bond Trustee has or shall acquire
any conflicting interest, as defined in the Trust Indenture Act of 1939, as amended, it shall,
within 90 days after ascertaining that it has a conflicting interest, or within 30 days after
receiving written notice from the City or the Corporation (so long as the Corporation is not in
default under the Loan Agreement) that it has a conflicting interest, either eliminate such
conflicting interest or resign in the manner and with the effect specified in this Subsection (C).
(D) Any removal or resignation of the Bond Trustee and appointment
of a successor Bond Trustee shall only become effective upon written approval of such successor
Bond Trustee by the Credit Facility Provider (if any) (and the Purchaser during an Index Rate
period or if any Bonds constitute Unremarketed Bonds) and acceptance of appointment by the
successor Bond Trustee. If no successor Bond Trustee shall have been appointed and have
accepted appointment within thirty (30) days of giving notice of removal or notice of resignation
as aforesaid, the resigning Bond Trustee, the Credit Facility Provider (if any) or any Bondholder
(on behalf of such Bondholder and all other Bondholders and such Credit Facility Provider) may
petition any court of competent jurisdiction for the appointment of a successor Bond Trustee, and
such court may thereupon, after such notice (if any) as it may deem proper, appoint such
successor Bond Trustee. Any successor Bond Trustee appointed under this Bond Indenture shall
signify its acceptance of such appointment by executing and delivering to the City and the Credit
Facility Provider (if any) and to its predecessor Bond Trustee a written acceptance thereof, and
thereupon such successor Bond Trustee, without any further act, deed or conveyance, shall
become vested with all the moneys, estates, properties, rights, powers, trusts, duties and
obligations of such predecessor Bond Trustee, with like effect as if originally named Bond
Trustee herein; but, nevertheless at the request of the City or the request of the successor Bond
Trustee, such predecessor Bond Trustee shall execute and deliver any and all instruments of
conveyance or further assurance and do such other things as may reasonably be required for
more fully and certainly vesting in and confirming to such successor Bond Trustee all the right,
title and interest of such predecessor Bond Trustee in and to any property held by it under this
Bond Indenture and shall pay over, transfer, assign and deliver to the successor Bond Trustee
any money or other property subject to the trusts and conditions herein set forth. Upon request
of the successor Bond Trustee, the City shall execute and deliver any and all instruments as may
be reasonably required for more fully and certainly vesting in and confirming to such successor
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Bond Trustee all such moneys, estates, properties, rights, powers, trusts, duties and obligations.
Upon written approval of a successor Bond Trustee by the Credit Facility Provider (if any) (and
the Purchaserduring an Index Rate Period or if any Bonds constitute Unremarketed Bonds) and
acceptance of appointment by a successor Bond Trustee as provided in this subsection, the
successor Bond Trustee shall mail a notice of the succession of such Bond Trustee to the trusts
hereunder to the Bondholders at the addresses shown on the registration books maintained by the
Bond Trustee.
(E) The Bond Trustee and any successor Bond Trustee shall be a trust
company or bank having a combined capital and surplus of at least seventy -five million dollars
($75,000,000) (or providing a guarantee of the full and prompt performance by the Bond Trustee
of its obligations under this Bond Indenture by a guarantor with such combined capital and
surplus), duly authorized to exercise trust powers and subject to supervision or examination by
federal or state authority. If such bank or trust company publishes a report of condition at least
annually, pursuant to law or to the requirements of any supervising or examining authority above
referred to, then for the purpose of this subsection the combined capital and surplus of such bank
or trust company shall be deemed to be its combined capital and surplus as set forth in its most
recent report of condition so published. In case at any time the Bond Trustee shall cease to be
eligible in accordance with the provisions of this subsection (E), the Bond Trustee shall resign
immediately in the manner and with the effect specified in this Section.
Section 8.02. Merger or Consolidation. Any company into which the Bond
Trustee may be merged or converted or with which it may be consolidated or any company
resulting from any merger, conversion or consolidation to which it shall be a party or any
company to which the Bond Trustee may sell or transfer all or substantially all of its corporate
trust business, provided such company shall be eligible under subsection (E) of Section 8.01,
shall be the successor to such Bond Trustee without the execution or filing of any paper or any
further act, anything herein to the contrary notwithstanding.
Section 8.03. Liability of Bond Trustee
(A) The recitals of facts herein and in the Bonds contained shall be
taken as statements of the City, and the Bond Trustee assumes no responsibility for the
correctness of the same, makes no representations as to the validity or sufficiency of this Bond
Indenture, of the Loan Agreement, of the Remarketing Agreement, of Obligation No. 8, or of the
Bonds, and shall incur no responsibility in respect thereof, other than in connection with the
duties or obligations herein or in the Bonds assigned to or imposed upon it except for any recital
or representation specifically relating to the Bond Trustee or its powers. The Bond Trustee
assumes no responsibility or liability for any information, statement or recital in any offering
memorandum or other disclosure material prepared or distributed in connection with the issuance
of the Bonds. The Bond Trustee shall, however, be responsible for its representations contained
in its certificate of authentication on the Bonds. The Bond Trustee shall not be liable in
connection with the performance of its duties hereunder, except for its own negligence or willful
misconduct. The Bond Trustee may become the owner of Bonds with the same rights it would
have if it were not Bond Trustee, and, to the extent permitted by law, may act as depositary for
and permit any of its officers or directors to act as a member of, or in any other capacity with
respect to, any committee formed to protect the rights of Bondholders, whether or not such
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committee shall represent the Holders of a majority in principal amount of the Bonds then
Outstanding.
(B) The Bond Trustee shall not be liable for any error of judgment
made in good faith by any of its officers, employees, agents or representatives, unless it shall be
proved that the Bond Trustee was negligent.
(C) The Bond Trustee shall not be liable with respect to any action
taken or omitted to be taken by it in good faith in accordance with the direction of the Holders of
not less than twenty -five percent (25 %) in aggregate principal amount of the Bonds at the time
Outstanding relating to the time, method and place of conducting any proceeding for any remedy
available to the Bond Trustee, or exercising any trust or power conferred upon the Bond Trustee
under this Bond Indenture.
(D) The Bond Trustee shall be under no obligation to exercise any of
the rights or powers vested in it by Section 7.02 of this Bond Indenture (except for drawing or
otherwise accessing funds from the Liquidity Facility or Credit Facility when required
thereunder and except for declaring an acceleration of the Bonds in accordance with the terms
thereof) at the request, order or direction of any of the Bondholders or the Credit Facility
Provider (if any) pursuant to the provisions of this Bond Indenture unless such Bondholders or
the Credit Facility Provider (if any) shall have offered to the Bond Trustee reasonable security or
indemnity, satisfactory to the Bond Trustee, against the costs, expenses and liabilities which may
be incurred therein or thereby. The Bond Trustee has no obligation or liability to the Holders for
the payment of interest on, principal of or redemption premium, if any, with respect to the Bonds
from its own funds; but rather the Bond Trustee's obligations shall be limited to the performance
of its duties hereunder.
(E) Except with respect to Events of Default specified in
Section 7.01(A) or (B), the Bond Trustee shall not be deemed to have knowledge of any Event of
Default unless and until an officer at the Principal Office responsible for the administration of its
duties hereunder shall have actual knowledge thereof or the Bond Trustee shall have received
written notice thereof at the Principal Office. The Bond Trustee shall not be bound to ascertain
or inquire as to the performance or observance of any of the terms, conditions, covenants or
agreements herein or of any of the documents executed in connection with the Bonds, or as to the
existence of a default or Event of Default thereunder. The Bond Trustee shall not be responsible
for the validity or effectiveness of any collateral given to or held by it.
(F) The Bond Trustee may execute any of the trusts or powers
hereunder or perform any duties hereunder either directly or by or through attorneys -in -fact,
agents, receivers, officers, employees or representatives, and shall not be answerable for the
negligence or misconduct of any such attorney -in -fact, agent, receiver, officer, employee or
representative selected by it with due care. The Bond Trustee shall be entitled to advice of
counsel and other professionals concerning all matters of trust and its duty hereunder, but the
Bond Trustee shall not be answerable for the professional malpractice of any counsel or other
professional (including without limiting the generality of the foregoing, attorneys -in -law or
certified public accountants) in connection with the rendering of such counsel's or other
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professionals' advice in accordance with the terms of this Bond Indenture, if such counsel or
other professional was selected by the Bond Trustee with due care.
(G) The Bond Trustee shall not be concerned with or accountable to
anyone for the subsequent use or application of any moneys that shall be released or withdrawn
in accordance with the provisions hereof.
(H) Whether or not therein expressly so provided, every provision of
this Bond Indenture, the Loan Agreement, Obligation No. 8 or related documents relating to the
conduct or affecting the liability of or affording protection to the Bond Trustee shall be subject to
the provisions of this Article.
Section 8.04. Right of Bond Trustee to Rely on Documents. The Bond Trustee
shall be protected in acting upon any notice, resolution, request, consent, order, certificate,
report, opinion, bond or other paper or document believed by it to be genuine and to have been
signed or presented by the proper party or parties. The Bond Trustee may consult with counsel,
who may be counsel of or to the City and/or counsel selected by the Bond Trustee, with regard to
legal questions, and the opinion of such counsel shall be full and complete authorization and
protection in respect of any action taken or suffered by it hereunder in good faith and in
accordance therewith.
Whenever in the administration of the trusts imposed upon it by this Bond
Indenture the Bond Trustee shall deem it necessary or desirable that a matter be proved or
established prior to taking or suffering any action hereunder, such matter (unless other evidence
in respect thereof be herein specifically prescribed) may be deemed to be conclusively proved
and established by a Certificate of the City, and such Certificate shall be full warrant to the Bond
Trustee for any action taken or suffered in good faith under the provisions of this Bond Indenture
in reliance upon such Certificate, but in its discretion the Bond Trustee may, in lieu thereof,
accept other evidence of such matter or may require such additional evidence as to it may deem
reasonable.
Section 8.05. Preservation and Inspection of Documents. All documents
received by the Bond Trustee under the provisions of this Bond Indenture shall be retained in its
possession and shall be subject at all reasonable times to the inspection of the City, the
Corporation, the Liquidity Facility Provider (if any), the Credit Facility Provider (if any) and any
Bondholder, and their agents and representatives duly authorized in writing, during the Bond
Trustee's business hours on days when the Bond Trustee is open for business.
Section 8.06. Compensation and Indemnification. The Corporation shall pay to
the Bond Trustee from time to time reasonable compensation for all services rendered under this
Bond Indenture, and also all reasonable expenses, charges, legal and consulting fees and other
disbursements and those of its attorneys, agents and employees, incurred in and about the
performance of its powers and duties under this Bond Indenture.
No provision of this Bond Indenture shall require the Bond Trustee to expend or
risk its own funds or otherwise incur any financial liability in the performance of any of its duties
hereunder, or in the exercise of its rights or powers, if it has not received the agreed
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compensation for such services or, in cases where the Bond Trustee has a right to reimbursement
or indemnification for such performance or exercise, if it shall have reasonable grounds for
believing that repayment of such funds or adequate indemnity against such risk or liability is not
reasonably assured to it.
Section 8.07. Bond Trustee's Relationship to City
(A) The Bond Trustee acknowledges that the Bonds are payable solely
from Revenues, including payments to be made by the Corporation pursuant to the Loan
Agreement and the Bonds, that the City is a passive conduit for the payments to be made by the
Corporation pursuant to the Loan Agreement and the Bonds and that the Bonds are not general
obligations of the City. The Bond Trustee, by execution of this Bond Indenture, has accepted the
assignment by the City to the Bond Trustee of the payments to be made by the Corporation
pursuant to the Loan Agreement and the Bonds and of certain of the rights of the City under the
Loan Agreement and the Bonds and, to the extent permitted by law and subject to the limiting
provisions contained herein, has assumed any and all responsibilities of the City (other than the
right of the City to indemnification under the Loan Agreement and administration expense and
fees under the Loan Agreement and as otherwise set forth therein) under the Loan Agreement
and the Bonds to enforce those rights. The Bond Trustee will notify the City of any default
known to the Bond Trustee under the Loan Agreement or the Bonds, and will at the expense of
the Corporation and upon receipt of a Request of the City provide the City with any information
reasonably available to the Bond Trustee which the City may reasonably request regarding any
events of default.
(B) The Bond Trustee agrees to provide the City at the expense of the
Corporation and within a reasonable time after the receipt of a Request of the City any financial
or other information it may reasonably request relating to the Corporation or to this Bond
Indenture or the Loan Agreement and the Bonds which the City fmds necessary or desirable and
which is reasonably available to the Bond Trustee.
ARTICLE IX
MODIFICATION OR AMENDMENT OF THIS BOND INDENTURE
Section 9.01. Amendments Permitted
(A) This Bond Indenture and the rights and obligations of the City and
of the Holders of the Bonds and of the Bond Trustee may be modified or amended from time to
time and at any time by an indenture or indentures supplemental hereto, which the City and the
Bond Trustee may enter into when the written consent of the Corporation and (1) the
Purchaserduring an Index Rate Period or if any Bonds constitute Unremarketed Bonds and the
Credit Facility Provider (if any) as to any Series then secured by the related Credit Facility, or (2)
if a Credit Facility Provider Failure has occurred and is continuing or if there is no Credit
Facility Provider with respect to such Series, the Holders of a majority in aggregate principal
amount of such Bonds then Outstanding shall have been filed with the Bond Trustee. No such
modification or amendment shall (1) extend the stated maturity of any Bond, or reduce the
amount of principal thereof, or extend the time of payment or change the method of computing
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the rate of interest thereon, or extend the time of payment of interest thereon, or reduce any
premium payable upon the redemption thereof or change the Tender Price to be paid to Holders
tendering their Bonds, without the consent of the Holder of each Bond so affected, or (2) reduce
the aforesaid percentage of Bonds, the consent of the Holders of which is required to effect any
such modification or amendment, or permit the creation of any lien on the Revenues and other
assets pledged under this Bond Indenture prior to or on a parity with the lien created by this
Bond Indenture, or deprive the Holders of the Bonds of the lien created by this Bond Indenture
on such Revenues and other assets (except as expressly provided in this Bond Indenture),
without the consent of the Holders of all Bonds then Outstanding. It shall not be necessary for
the consent of the Bondholders to approve the particular form of any Supplemental Bond
Indenture, but it shall be sufficient if such consent shall approve the substance thereof. Promptly
after the execution by the City and the Bond Trustee of any Supplemental Bond Indenture
pursuant to this subsection (A), the Bond Trustee shall mail a notice, setting forth in general
terms the substance of such Supplemental Bond Indenture to the Bondholders at the addresses
shown on the registration books maintained by the Bond Trustee. Any failure to give such
notice, or any defect therein, shall not, however, in any way impair or affect the validity of any
such Supplemental Bond Indenture.
(B) This Bond Indenture and the rights and obligations of the City, of
the Bond Trustee and of the Holders of the Bonds may also be modified or amended from time to
time and at any time by an indenture or indentures supplemental hereto, which the City and the
Bond Trustee may enter into with the consent of the Corporation, the Purchaser during an Index
Rate Period or if any Bonds constitute Unremarketed Bonds, and the Credit Facility Provider (if
any) with respect to any Series affected by such change, but without the necessity of obtaining
the consent of any Bondholders, only to the extent permitted by law and only for any one or
more of the following purposes:
(1) to add to the covenants and agreements of the City
contained in this Bond Indenture other covenants and agreements thereafter to be
observed, to pledge or assign additional security for the Bonds (or any portion thereof), or
to surrender any right or power herein reserved to or conferred upon the City, provided,
that no such covenant, agreement, pledge, assignment or surrender shall materially
adversely affect the interests of the Holders of the Bonds;
(2) to make such provisions for the purpose of curing any
ambiguity, inconsistency or omission, or of curing or correcting any defective provision,
contained in this Bond Indenture, or in regard to matters or questions arising under this
Bond Indenture, as the City or the Bond Trustee may deem necessary or desirable and not
inconsistent with this Bond Indenture, and which shall not materially adversely affect the
interests of the Holders of the Bonds;
(3) to modify, amend or supplement this Bond Indenture in
such manner as to permit the qualification hereof under the Trust Indenture Act of 1939,
as amended, or any similar federal statute hereafter in effect, and to add such other terms,
conditions and provisions as may be permitted by said act or similar federal statute, and
which shall not materially adversely affect the interests of the Holders of the Bonds;
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(4) to evidence or give effect to, or to conform to the terms and
provisions of, any Liquidity Facility;
(5) to evidence or give effect to, or to conform to the terms and
provisions of, any insurance policy, letter of credit or other credit enhancement for the
Bonds;
(6) to facilitate and implement any book entry system (or any
termination of a book entry system) with respect to the Bonds;
(7) to maintain the exclusion from gross income of interest
payable with respect to the Bonds;
(8) to make any modification or amendment to this Bond
Indenture with respect to a Series of Bonds which will be effective following the
mandatory tender of such Series of Bonds pursuant to Section 4.08, 4.09, 4.10 or 4.11;
(9) to make any other changes which will not materially
adversely affect the interests of the Holders of the Bonds; or
(10) to make any changes required by any Rating Agency to
obtain or maintain a rating on the Bonds.
(C) The Bond Trustee may in its discretion, but shall not be obligated
to, enter into any such Supplemental Bond Indenture authorized by subsections (A) or (B) of this
Section which materially adversely affects the Bond Trustee's own rights, duties or immunities
under this Bond Indenture or otherwise.
(D) In executing, or accepting the additional trusts created by, any
Supplemental Bond Indenture permitted by this Article or the modification thereby of the trusts
created by this Bond Indenture, the Bond Trustee and the City shall receive, and shall be fully
protected in relying upon, a Favorable Opinion of Bond Counsel addressed and delivered to the
Bond Trustee and the City stating that the execution of such Supplemental Bond Indenture is
permitted by and in compliance with this Bond Indenture, and that the execution and delivery
thereof will not adversely affect the exclusion from federal gross income of interest on the
Bonds.
(E) The Bond Trustee shall provide written notice and a copy of any
amendment to this Bond Indenture, the Loan Agreement or the Liquidity Facility to S &P and
Moody's at least fifteen (15) days in advance (unless S &P and Moody's waives or reduces such
time period) of the execution of any amendment to such documents.
Section 9.02. Effect of Supplemental Bond Indenture. Upon the execution of
any Supplemental Bond Indenture pursuant to this Article, this Bond Indenture shall be deemed
to be modified and amended in accordance therewith, and the respective rights, duties and
obligations under this Bond Indenture of the City, the Bond Trustee and all Holders of Bonds
Outstanding shall thereafter be determined, exercised and enforced hereunder subject in all
respects to such modification and amendment, and all the terms and conditions of any such
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Supplemental Bond Indenture shall be deemed to be part of the terms and conditions of this
Bond Indenture for any and all purposes.
Section 9.03. Endorsement of Bonds; Preparation of New Bonds. Bonds
delivered after the execution of any Supplemental Bond Indenture pursuant to this Article may,
and if the City so determines shall, bear a notation by endorsement or otherwise in form
approved by the City and the Bond Trustee as to any modification or amendment provided for in
such Supplemental Bond Indenture, and, in that case, upon demand of the Holder of any Bond
Outstanding at the time of such execution and presentation of such Holder's Bond for the
purpose at the Principal Office of the Bond Trustee or at such additional offices as the Bond
Trustee may select and designate for that purpose, a suitable notation shall be made on such
Bond. If the Supplemental Bond Indenture shall so provide, new Bonds so modified as to
conform, in the opinion of the City and the Bond Trustee, to any modification or amendment
contained in such Supplemental Bond Indenture, shall be prepared by the Bond Trustee at the
expense of the Corporation, executed by the City and authenticated by the Bond Trustee, and
upon demand of the Holders of any Bonds then Outstanding shall be exchanged at the Principal
Office of the Bond Trustee, without cost to any Bondholder, for Bonds then Outstanding, upon
surrender for cancellation of such Bonds, in equal aggregate principal amounts of the same
maturity.
Section 9.04. Amendment of Particular Bonds. The provisions of this Article
shall not prevent any Bondholder from accepting, with the consent of the Credit Facility Provider
(if any), any amendment as to the particular Bonds held by such Bondholder, provided that due
notation thereof is made on such Bonds.
ARTICLE X
DEFEASANCE
Section 10.01. Discharge of Indenture. The Bonds may be paid by the City or the
Bond Trustee on behalf of the City in any of the following ways:
(A) by paying or causing to be paid (with respect to a Series of Bonds
for which a Credit Facility is in effect, with Available Moneys) the principal or Redemption
Price of and interest on all Bonds Outstanding, as and when the same become due and payable;
(B) by depositing with the Bond Trustee, in trust, at or before maturity,
moneys (with respect to a Series of Bonds for which a Credit Facility is in effect, with Available
Moneys) or securities (with respect to a Series of Bonds for which a Credit Facility is in effect,
purchased with Available Moneys) in the necessary amount (as provided in Section 10.03) to pay
when due or redeem all Bonds then Outstanding; or
(C) by delivering to the Bond Trustee, for cancellation by it, all Bonds
then Outstanding.
If the City shall also pay or cause to be paid all other sums payable hereunder by
the City and the Corporation shall have paid all Administrative Fees and Expenses payable to the
City pursuant to the Loan Agreement, then and in that case at the election of the City (evidenced
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by a Certificate of the City filed with the Bond Trustee signifying the intention of the City to
discharge all such indebtedness and this Bond Indenture), and notwithstanding that any Bonds
shall not have been surrendered for payment, this Bond Indenture and the pledge of Revenues
and other assets made under this Bond Indenture and all covenants, agreements and other
obligations of the City under this Bond Indenture (except as otherwise provided in Section 5.06)
shall cease, terminate, become void and be completely discharged and satisfied. In such event,
upon the request of the City, the Bond Trustee shall cause an accounting for such period or
periods as may be requested by the City to be prepared and filed with the City and shall execute
and deliver to the City all such instruments as may be necessary to evidence such discharge and
satisfaction, and the Bond Trustee shall pay over, transfer, assign or deliver to the Corporation all
moneys or securities or other property held by it pursuant to this Bond Indenture which are not
required for the payment or redemption of Bonds not theretofore surrendered for such payment
or redemption; provided that in all events moneys in the Rebate Fund shall be subject to the
provisions of Section 5.06.
Section 10.02. Discharge of Liability on Bonds. Upon the deposit with the Bond
Trustee, in trust, at or before maturity, of money (with respect to a Series of Bonds for which a
Credit Facility is in effect, with Available Moneys) or securities (with respect to a Series of
Bonds for which a Credit Facility is in effect, purchased with Available Moneys) in the
necessary amount (as provided in Section 10.03) to pay or redeem any Outstanding Bond
(whether upon or prior to its maturity or the redemption date of such Bond), provided that, if
such Bond is to be redeemed prior to maturity, notice of such redemption shall have been given
as in Article IV provided or provision satisfactory to the Bond Trustee shall have been made for
the giving of such notice, then all liability of the City in respect of such Bond shall cease,
terminate and be completely discharged, except only that thereafter the Holder thereof shall be
entitled to payment of the principal of and interest on such Bond by the City, and the City shall
remain liable for such payments, but only out of such money or securities deposited with the
Bond Trustee as aforesaid for their payment, subject, however, to the provisions of
Section 10.04.
The City may at any time surrender to the Bond Trustee for cancellation by it any
Bonds previously issued and delivered, which the City may have acquired in any manner
whatsoever, and such Bonds, upon such surrender and cancellation, shall be deemed to be paid
and retired.
Section 10.03. Deposit of Money or Securities with Bond Trustee. Whenever in
this Bond Indenture it is provided or permitted that there be deposited with or held in trust by the
Bond Trustee money or securities in the necessary amount to pay or redeem any Bonds, the
money or securities to be so deposited or held may include money or securities held by the Bond
Trustee in the funds and accounts established pursuant to this Bond Indenture (other than the
Rebate Fund) and shall be:
(A) lawful money of the United States of America (which, with respect
to a Series of Bonds for which a Credit Facility or Liquidity Facility is in effect, shall be
Available Moneys) in an amount equal to the principal amount of such Bonds and all unpaid
interest thereon to maturity (based on an assumed interest rate equal to the Maximum Interest
Rate for periods for which the actual interest rate on the Bonds cannot be determined), except
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that, in the case of Bonds which are to be redeemed prior to maturity and in respect of which
notice of such redemption shall have been given as in Article IV provided or provision
satisfactory to the Bond Trustee shall have been made for the giving of such notice, the amount
to be deposited or held shall be the principal amount or Redemption Price of such Bonds and all
unpaid interest thereon to the redemption date; or
(B) United States Government Obligations (not callable by the City
thereof prior to maturity and purchased with, with respect to a Series of Bonds for which a Credit
Facility or Liquidity Facility is in effect, Available Moneys), the principal of and interest on
which when due (without any income from the reinvestment thereof) will provide money
sufficient to pay the principal or Redemption Price of and all unpaid interest to maturity (based
on an assumed interest rate equal to the Maximum Interest Rate for periods for which the actual
interest rate on the Bonds cannot be determined), or to the redemption date, as the case may be,
on the Bonds to be paid or redeemed, as such principal or Redemption Price and interest become
due; provided that, in the case of Bonds which are to be redeemed prior to the maturity thereof,
notice of such redemption shall have been given as in Article IV provided or provision
satisfactory to the Bond Trustee shall have been made for the giving of such notice;
provided, in each case, that the Bond Trustee shall have been irrevocably instructed (by the terms
of this Bond Indenture or by Request of the City) to apply such money to the payment of such
principal or Redemption Price and interest with respect to such Bonds, and provided further, if
the Bonds are then rated by S &P, the Bond Trustee shall have received written confirmation
from S &P that the rating on the Bonds will not be reduced or withdrawn solely as a result of the
defeasance; and provided further, that with respect to the deposit of United States Government
Obligations pursuant to subsection (B) in connection with an advance refunding, the Bond
Trustee shall have received a verification report from a firm of independent accountants or other
qualified verifier, addressed to the City and the Bond Trustee, acceptable in form and substance
to the Bond Trustee, to the effect that the amount deposited is sufficient to make the payments
specified therein.
Section 10.04. Payment of Bonds After Discharge of Bond Indenture.
Notwithstanding any provisions of this Bond Indenture, any moneys held by the Bond Trustee in
trust for the payment of the principal of or premium, if any, or interest on, any Bonds and
remaining unclaimed for three years (or, if shorter, one day before such moneys would escheat to
the State of California under then applicable California law) after such principal or interest, as
the case may be, has become due and payable (whether at maturity or upon call for redemption
or by acceleration as provided in this Bond Indenture), if such moneys were so held at such date,
or three years (or, if shorter, one day before such moneys would escheat to the State of California
under then applicable California law) after the date of deposit of such moneys if deposited after
said date when all of the Bonds became due and payable, shall be repaid to the Corporation free
from the trusts created by this Bond Indenture upon receipt of an indemnification agreement
acceptable to the City and the Bond Trustee indemnifying the City and the Bond Trustee with
respect to claims of Holders of Bonds which have not yet been paid and containing the
agreement of the Corporation to remain liable for the amount so repaid to the Corporation, and
all liability of the City and the Bond Trustee with respect to such moneys shall thereupon cease;
provided, however, that before the repayment of such moneys to the Corporation as aforesaid,
the Bond Trustee may (at the cost of the Corporation) first mail to the Holders of Bonds which
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have not yet been paid, at the addresses shown on the registration books maintained by the Bond
Trustee, a notice, in such form as may be deemed appropriate by the Bond Trustee with respect
to the Bonds so payable and not presented and with respect to the provisions relating to the
repayment to the Corporation of the moneys held for the payment thereof.
ARTICLE XI
MISCELLANEOUS
Section 11.01. Limited Liability of City. Notwithstanding anything in this Bond
Indenture or in the Bonds contained, the City shall not be required to advance any moneys
derived from any source other than the Revenues and other assets pledged under this Bond
Indenture for any of the purposes in this Bond Indenture mentioned, whether for the payment of
the principal or Redemption Price of or interest on the Bonds or for any other purpose of this
Bond Indenture.
Section 11.02. Successor is Deemed Included in All References to Predecessor.
Whenever in this Bond Indenture either the City or the Bond Trustee is named or referred to,
such reference shall be deemed to include the successors or assigns thereof, and all the covenants
and agreements in this Bond Indenture contained by or on behalf of the City or the Bond Trustee
shall bind and inure to the benefit of the respective successors and assigns thereof whether so
expressed or not.
Section 11.03. Limitation of Rights to Parties, City, Bond Trustee the
Corporation, the Liquidity Facility Provider, the Credit Facility Provider and Bondholders.
Nothing in this Bond Indenture or in the Bonds expressed or implied is intended or shall be
construed to confer upon, or to give or grant to any Person other than the City, the Credit Facility
Provider (if any), the Bond Trustee, the Corporation, the Liquidity Facility Provider (if any), and
the Holders of the Bonds, any legal or equitable right, remedy or claim under or by reason of this
Bond Indenture or any covenant, condition or stipulation therein or herein contained; and all
such covenants, conditions and stipulations in this Bond Indenture contained by and on behalf of
the Corporation shall be for the sole and exclusive benefit of the City, the Bond Trustee, the
Corporation, the Liquidity Facility Provider (if any), the Credit Facility Provider (if any) and the
Holders of the Bonds.
Section 11.04. Waiver of Notice. Whenever in this Bond Indenture the giving of
notice by mail or otherwise is required, the giving of such notice may be waived in writing by
the Person entitled to receive such notice and in any such case the giving or receipt of such
notice shall not be a condition precedent to the validity of any action taken in reliance upon such
waiver.
Section 11.05. Destruction of Bonds. Whenever in this Bond Indenture provision
is made for the cancellation by the Bond Trustee and the delivery to the City of any Bonds, the
Bond Trustee shall, in lieu of such cancellation and delivery, destroy such Bonds and deliver a
certificate of such destruction to the City.
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Section 11.06. Severability of Invalid Provisions. If any one or more of the
provisions contained in this Bond Indenture or in the Bonds shall for any reason be held to be
invalid, illegal or unenforceable in any respect, then such provision or provisions shall be
deemed severable from the remaining provisions contained in this Bond Indenture and such
invalidity, illegality or unenforceability shall not affect any other provision of this Bond
Indenture, and this Bond Indenture shall be construed as if such invalid or illegal or
unenforceable provision had never been contained herein.
Section 11.07. Notices
(A) Subject to Section 11.04, any notice or request to or demand upon
the Bond Trustee shall be in writing and may be served or presented, and such demand may be
made, at the Principal Office of the Bond Trustee or at such other address as may have been filed
in writing by the Bond Trustee with the City. Any notice to or demand upon the City, the
Corporation, the Credit Facility Provider (if any), the Liquidity Facility Provider (if any), Banc
of America Public Capital Corp and the Tender Agent shall be deemed to have been sufficiently
given or served for all purposes by being delivered or sent by Electronic Means receipt
confirmed or by being mailed by first -class mail, postage prepaid, addressed as follows:
(1) to the City at:
City of Newport Beach
3300 Newport Boulevard
P.O. Box 1768
Newport Beach, California 92658
Attention: Treasurer
Telephone: (949) 644 -3123
Facsimile: (949) 644 -3339
E -mail:
(2) to the Corporation at:
Hoag Memorial Hospital Presbyterian
One Hoag Drive
P.O. Box 6100
Newport Beach, California 92658 -6100
Attention: Chief Financial Officer
Telephone: (949) 764 -4411
Facsimile: (949) 764 -4416
E -mail:
(3) to the Bond Trustee or the Tender Agent at:
Wells Fargo Bank, National Association
707 Wilshire Boulevard, 17th Floor
Los Angeles, CA 90017
Attention: Corporate Trust Services
Telephone: (213) 614 -3350
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131
Facsimile: (213) 614 -3355
E -mail:
(4) to Banc of America Public Capital Corp at:
401 East Las Olas Boulevard, 9th Floor
FL6- 812 -09 -04
Ft. Lauderdale, FL 33301
Attention: Frank Vrabel, Sr. VP
Telephone: 954 965 2216
E -Mail: frank.vrabel @baml.com
Ref: Hoag Memorial Hospital Presbyterian
ABA #: 02009503
(or in each case at such other or additional addresses as
may have been filed in writing with the Bond Trustee).
(B) S &P and Moody's shall be entitled to written notice (in the same
fashion as is specified for notices in subsection (A) above) to the following address, as applicable
(or such other address as may be filed in writing with the Bond Trustee upon the occurrence of
each of the following events: (1) a Noticed Termination Date, Expiration Date or extension of
the term of any Credit Facility or Liquidity Facility or the delivery of an Alternate Credit Facility
or Alternate Liquidity Facility; (2) redemption of the Bonds in whole; (3) acceleration of the
Bonds; (4) a Conversion; (5) an amendment or modification of the Loan Agreement, Bond
Indenture, Credit Facility or Liquidity Facility; (6) appointment of a new or successor Tender
Agent; and (7) a Bank Purchase Date.
Standard & Poor's
55 Water Street, 38th Floor
New York, NY 10041
Attn: Municipal Structured Surveillance
Telephone: (212) 438 -2021
Facsimile: (212) 438 -2151
Moody's Investor Service
99 Church Street
New York, NY 10007
(C) Notwithstanding any other provision of this Bond Indenture, notice
or consent required hereby with respect to any Series of Bonds need be given only to any Credit
Facility Provider, Liquidity Facility Provider or Remarketing Agent with respect to such Series.
Section 11.08. Evidence of Rights of Bondholders. Any request, consent or other
instrument required or permitted by this Bond Indenture to be signed and executed by
Bondholders may be in any number of concurrent instruments of substantially similar tenor and
shall be signed or executed by such Bondholders in person or by an agent or agents duly
appointed in writing. Proof of the execution of any such request, consent or other instrument or
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of a writing appointing any such agent, or of the holding by any Person of Bonds transferable by
delivery, shall be sufficient for any purpose of this Bond Indenture and shall be conclusive in
favor of the Bond Trustee and of the City if made in the manner provided in this Section.
The fact and date of the execution by any Person of any such request, consent or
other instrument or writing may be proved by the certificate of any notary public or other officer
of any jurisdiction, authorized by the laws thereof to take acknowledgments of deeds, certifying
that the Person signing such request, consent or other instrument acknowledged to such notary
public or officer the execution thereof, or by an affidavit of a witness of such execution duly
sworn to before such notary public or other officer.
The ownership of Bonds shall be proved by the bond registration books held by
the Bond Trustee.
Any request, consent or other instrument or writing of the Holder of any Bond
shall bind every future Holder of the same Bond and the Holder of every Bond issued in
exchange therefor or in lieu thereof, in respect of anything done or suffered to be done by the
Bond Trustee or the City in accordance therewith or reliance thereon.
Section 11.09. Disqualified Bonds. In determining whether the Holders of the
requisite aggregate principal amount of Bonds have concurred in any demand, request, direction,
consent or waiver under this Bond Indenture, Bonds which are owned or held by or for the
account of the City, the Corporation or any of the other Members or by any other obligor on the
Bonds, or by any Person directly or indirectly controlling or controlled by, or under direct or
indirect common control with, the City, the Corporation or any of the other Members or any
other obligor on the Bonds, shall be disregarded and deemed not to be Outstanding for the
purpose of any such determination, but only to the extent the Bond Trustee has actual knowledge
of such ownership. Bonds so owned which have been pledged in good faith may be regarded as
Outstanding for the purposes of this Section if the pledgee shall establish to the satisfaction of
the Bond Trustee the pledgee's right to vote such Bonds and that the pledgee is not a person
directly or indirectly controlling or controlled by, or under direct or indirect common control
with, the City, the Corporation or any of the other Members or any other obligor on the Bonds.
In case of a dispute as to such right, any decision by the Bond Trustee taken upon an Opinion of
Counsel shall be full protection to the Bond Trustee.
Section 11.10. Money Held for Particular Bonds. The money held by the Bond
Trustee for the payment of the interest, principal or Redemption Price due on any date with
respect to particular Bonds (or portions of Bonds in the case of Bonds redeemed in part only)
shall, on and after such date and pending such payment, be set aside on its books and held in
trust by it for the Holders of the Bonds entitled thereto, subject, however, to the provisions of
Section 10.04.
Section 11.11. Funds and Accounts. The Bond Trustee may establish such funds
and accounts as it deems necessary or appropriate to fulfill its obligations under this Bond
Indenture. Any fund required by this Bond Indenture to be established and maintained by the
Bond Trustee may be established and maintained in the accounting records of the Bond Trustee
either as a fund or an account, and may, for the purposes of such records, any audits thereof and
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any reports or statements with respect thereto, be treated either as a fund or as an account; but all
such records with respect to all such funds shall at all times be maintained in accordance with
customary standards of the corporate trust industry, to the extent practicable, and with due regard
for the requirements of Section 6.06 and for the protection of the security of the Bonds and the
rights of every Holder thereof.
Section 11.12. Waiver of Personal Liability. No member, officer, agent or
employee of the City shall be individually or personally liable for the payment of the principal
(or Redemption Price) of or interest on the Bonds or be subject to any personal liability or
accountability by reason of the issuance thereof; but nothing herein contained shall relieve any
such member, officer, agent or employee from the performance of any official duty provided by
law or by this Bond Indenture.
Section 11.13. Business Days. If any date specified herein shall not be a Business
Day, any action required on such date may be made on the next succeeding Business Day with
the same effect as if made on such date.
Section 11.14. Affiliates Not Liable. No organization with whom the Corporation
is affiliated in any manner, other than the Members, is liable under this Bond Indenture, the
Master Indenture, Obligation No. 8 or the Loan Agreement for the commitments of the
Corporation or any of the Members.
Section 11.15. Governing Law. This Bond Indenture and the Bonds are contracts
made under the laws of the State of California, and shall be governed by and construed in
accordance with the Constitution and such laws applicable to contracts made and performed in
said State.
Section 11.16. Execution in Several Counterparts. This Bond Indenture may be
executed in any number of counterparts and each of such counterparts shall for all purposes be
deemed to be an original; and all such counterparts, or as many of them as the City and the Bond
Trustee shall preserve undestroyed, shall together constitute but one and the same instrument.
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IN WITNESS WHEREOF, CITY OF NEWPORT BEACH has caused this Bond
Indenture to be signed in its name by its Mayor and its seal to be hereunto affixed and attested by
its City Clerk, and WELLS FARGO BANK, NATIONAL ASSOCIATION, in token of its
acceptance of the trusts created hereunder, has caused this Bond Indenture to be signed in its
corporate name by its duly authorized officer, all as of the day and year first above written.
[SEAL]
Attest:
IM
City Clerk
CITY OF NEWPORT BEACH
C
Mayor
WELLS FARGO BANK, NATIONAL
ASSOCIATION,
as Bond Trustee
UZ
Amended and Restated Bond Indenture Consented to:
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
IC
Authorized Representative
Authorized Officer
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EXHIBIT A
FORM OF REQUISITION - COSTS OF ISSUANCE FUND
REQUISITION NO. _ - COSTS OF ISSUANCE FUND
Re: City of Newport Beach Revenue Bonds (Hoag Memorial Hospital Presbyterian), Series
2009B, 2009C, 2009D and 2009E
Hoag Memorial Hospital Presbyterian (the "Corporation ") hereby requests Wells
Fargo Bank, National Association (the "Bond Trustee "), as Bond Trustee under the bond
indenture between the City of Newport Beach (the "City") and the Bond Trustee, dated as of
June 1, 2009, relating to the City of Newport Beach Revenue Bonds (Hoag Memorial Hospital
Presbyterian), Series 2009B, 2009C, 2009D and 2009E (collectively, the "Bonds "), to pay to the
following Persons the following amounts for the following purposes from the Costs of Issuance
Fund:
ITEM NO. TO AMOUNT PURPOSE
The Corporation hereby certifies that obligations in the amounts stated above
have been incurred by the Corporation and are presently due and payable, and that each item is a
proper charge against the Costs of Issuance Fund and has not been previously paid from said
fund or from the proceeds of the Bonds.
Dated: , 200
HOAG MEMORIAL HOSPITAL
PRESBYTERIAN
0
Authorized Representative
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EXHIBIT B
FORM OF REQUISITION - PROJECT FUND
REQUISITION NO. _ - PROJECT FUND
To: Wells Fargo Bank, National Association
707 Wilshire Boulevard
Los Angeles, California
Attn: Corporate Trust Services
Re: City of Newport Beach Revenue Bonds (Hoag Memorial Hospital Presbyterian),
Series 200913, 2009C, 2009D and 2009E
The undersigned, on behalf of Hoag Memorial Hospital Presbyterian (the
"Corporation "), hereby requests payment, from the Project Fund (as defined in the Indenture
executed and delivered in connection with the Bonds, the "Indenture "), the total amount shown
below to the order of the payee or payees named below, as payment or reimbursement for costs
incurred or expenditures made in connection with the Project (as defined in the Indenture). The
item number of payment, payee(s), the purpose by serial classification and the amount of the
disbursement requested are as follows:
SEE SCHEDULE IATTACHED HERETO
The Corporation hereby certifies as follows:
That each obligation mentioned herein is relating to the Project, has been properly
incurred by the Corporation and is presently due and payable and is a proper charge against the
Project Fund, and each item for which payment is requested is or was necessary in connection
with the acquisition, construction, installation, or rehabilitation of the Project. None of the items
for which payment is requested has been paid previously from the Project Fund and none of the
payments herein requested will result in a breach of the representations and agreements in the
Tax Agreement (as defined in the Indenture) relating to the Project.
Dated:
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
0
Authorized Representative
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TABLE OF CONTENTS
Page
ARTICLE I
DEFINITIONS; CONTENT OF CERTIFICATES AND OPINIONS
Section 1.01. Definitions ....................................................................... ............................... 21
Section 1.02. Content of Certificates and Opinions .............................. ............................... 48
Section 1.03. Interpretation ................................................................... ............................... 48
ARTICLE II
THE BONDS
Section 2.01.
Authorization of Bonds ................................................... ...............................
49
Section 2.02.
Terms of the Bonds; Registration; Denominations; Payment of
Principal and Interest .................................................. ...............................
49
Section 2.03.
Initial Interest Rate; Subsequent Interest Rates .............. ...............................
53
Section 2.04.
Daily Interest Rate Period and Weekly Interest Rate Period .........................
54
Section 2.05.
Long -Term Interest Rate Period ..................................... ...............................
57
Section 2.06,
Short-Term Interest Rate Periods .................................... ...............................
59
Section 2.07.
Remarketing Window Interest Rate Period .................... ...............................
62
Section 2.08.
Notice of Conversion; Conditions .................................. ...............................
64
Section 2.09.
Execution of Bonds ......................................................... ...............................
65
Section 2.10.
Transfer of Bonds ........................................................... ...............................
66
Section 2.11.
Exchange of Bonds ......................................................... ...............................
66
Section 2.12.
Bond Register .................................................................. ...............................
66
Section2.13.
Temporary Bonds ............................................................ ...............................
67
Section 2.14.
Bonds Mutilated, Lost, Destroyed or Stolen ................... ...............................
67
Section 2.15.
Use of Securities Depository .......................................... ...............................
67
Section 2.16.
Index Rate Mode ............................................................. ...............................
69
Section 2.17.
Calculation Agent ........................................................... ...............................
71
ARTICLE III
ISSUANCE OF BONDS; APPLICATION OF PROCEEDS
Section 3.01.
Issuance of Bonds ........................................................... ...............................
72
Section 3.02.
Application of Proceeds of Bonds .................................. ...............................
72
Section 3.03.
Establishment and Application of the Project Fund ....... ...............................
73
Section 3.04.
Validity of Bonds ............................................................ ...............................
73
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ARTICLE W
REDEMPTION AND TENDER OF BONDS
Section 4.01.
Terms of Redemption ..................................................... ...............................
73
Section 4.02.
Selection of Bonds for Redemption ................................ ...............................
75
Section 4.03.
Notice of Redemption ..................................................... ...............................
76
Section 4.04.
Partial Redemption of Bonds .......................................... ...............................
77
Section 4.05.
Effect of Redemption ...................................................... ...............................
77
Section 4.06.
Optional Tender During Daily Interest Rate Period and Weekly
InterestRate Period ..................................................... ...............................
77
Section 4.07.
Mandatory Tender for Purchase On Day Next Succeeding the
Last Day of Each Bond Interest Term ......................... ...............................
78
Section 4.08.
Mandatory Tender for Purchase on First Day of Each Interest Rate
Period and on Bank Purchase Date ............................. ...............................
78
Section 4.09.
Mandatory Tender for Purchase upon Termination, Replacement,
Addition or Expiration of Liquidity Facility; Mandatory Liquidity
Tender......................................................................... ...............................
79
Section 4.10.
Optional and Mandatory Tender During Remarketing Window
InterestRate Period ...................................................... ...............................
79
Section 4.11.
Mandatory Tender at Direction of the Corporation ........ ...............................
81
Section 4.12.
Notice of Mandatory Tender for Purchase ...................... ...............................
81
Section 4.13.
General Provisions Relating to Tenders ......................... ...............................
82
Section 4.14.
Irrevocable Notice Deemed to be Tender of Bond; Undelivered Bonds.......
87
Section 4.15.
Remarketing of Bonds; Notice of Interest Rates ............ ...............................
87
Section 4.16.
The Remarketing Agent .................................................. ...............................
88
Section 4.17.
Qualifications of Remarketing Agent; Resignation; Removal ......................
88
Section 4.18.
Successor Remarketing Agents ....................................... ...............................
89
Section 4.19.
The Tender Agent ........................................................... ...............................
89
Section 4.20.
Qualifications of Tender Agent; Resignation; Removal . ...............................
90
Section 4.21.
Successor Tender Agents ................................................ ...............................
90
Section 4.22.
Inadequate Funds for Tenders ......................................... ...............................
91
Section 4.23.
Purchase in Lieu of Optional Redemption ...................... ...............................
91
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ARTICLE V
REVENUES
Section 5.01.
Pledge and Assignment; Revenue Fund ......................... ...............................
92
Section 5.02.
Allocation of Revenues ................................................... ...............................
92
Section 5.03.
Application of Interest Account ...................................... ...............................
93
Section 5.04.
Application of Principal Account ................................... ...............................
93
Section 5.05.
Application of Redemption Fund .................................... ...............................
95
Section5.06.
Rebate Fund .................................................................... ...............................
96
Section 5.07.
Investment of Moneys in Funds and Accounts ............... ...............................
97
Section 5.08.
Credit Facility; Credit Facility Fund ............................... ...............................
98
ARTICLE VI
PARTICULAR COVENANTS
Section 6.01.
Punctual Payment .......................................................... ...............................
100
Section 6.02.
Extension of Payment of Bonds .................................... ...............................
100
Section 6.03.
Against Encumbrances .................................................. ...............................
100
Section 6.04.
Power to Issue Bonds and Make Pledge and Assignment ...........................
100
Section 6.05.
Accounting Records and Financial Statements ............. ...............................
101
Section 6.06.
Tax Covenants .............................................................. ...............................
101
Section 6.07.
Enforcement of Loan Agreement and Obligation No. 8 ..............................
101
Section 6.08.
Amendment of Loan Agreement .................................. ...............................
101
Section 6.09.
Waiver of Laws ............................................................. ...............................
103
Section 6.10.
Further Assurances ........................................................ ...............................
103
Section 6.11.
Continuing Disclosure .................................................. ...............................
103
ARTICLE VII
EVENTS OF DEFAULT AND REMEDIES OF BONDHOLDERS
Section 7.01. Events of Default .......................................................... ............................... 104
Section 7.02. Acceleration of Maturities ............................................ ............................... 105
Section 7.03. Application of Revenues and Other Funds After Default ............................ 106
Section 7.04. Bond Trustee to Represent Bondholders ...................... ............................... 107
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(continued)
Page
Section 7.05. Purchaser's, Credit Facility Provider's and Bondholders' Direction
ARTICLE VIII
THE BOND TRUSTEE
Section 8.01.
ofProceedings ............................................................ ...............................
108
Section 7.06.
Limitation on Bondholders' Right to Sue ..................... ...............................
108
Section 7.07.
Absolute Obligation of City .......................................... ...............................
109
Section 7.08.
Termination of Proceedings .......................................... ...............................
109
Section 7.09.
Remedies Not Exclusive ............................................... ...............................
109
Section 7.10.
No Waiver of Default .................................................... ...............................
109
Section 7.11.
Right of Sole Holder or Beneficial Owner to Require Assignment
115
byBond Trustee ......................................................... ...............................
110
ARTICLE VIII
THE BOND TRUSTEE
Section 8.01.
Appointment, Duties, Immunities and Liabilities of Bond Trustee .............
110
Section 8.02.
Merger or Consolidation ............................................... ...............................
112
Section 8.03.
Liability of Bond Trustee .............................................. ...............................
112
Section 8.04.
Right of Bond Trustee to Rely on Documents .............. ...............................
114
Section 8.05.
Preservation and Inspection of Documents ................... ...............................
114
Section 8.06.
Compensation and Indemnification .............................. ...............................
114
Section 8.07.
Bond Trustee's Relationship to City ............................. ...............................
115
ARTICLE LX
MODIFICATION OR AMENDMENT OF THIS BOND INDENTURE
Section 9.01.
Amendments Permitted ................................................. ...............................
115
Section 9.02.
Effect of Supplemental Bond Indenture ....................... ...............................
117
Section 9.03.
Endorsement of Bonds; Preparation of New Bonds ..... ...............................
118
Section 9.04.
Amendment of Particular Bonds ................................... ...............................
118
ARTICLE X
DEFEASANCE
Section 10.01. Discharge of Indenture .................................................. ............................... 118
Section 10.02. Discharge of Liability on Bonds ................................... ............................... 119
Section 10.03. Deposit of Money or Securities with Bond Trustee ...... ............................... 119
Section 10.04. Payment of Bonds After Discharge of Bond Indenture ............................... 120
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ARTICLE XI
MISCELLANEOUS
Section 11.01.
Limited Liability of City ............................................... ...............................
121
Section 11.02.
Successor is Deemed Included in All References to Predecessor ...............
121
Section 11.03.
Limitation of Rights to Parties, City, Bond Trustee the Corporation,
the Liquidity Facility Provider, the Credit Facility Provider and
Bondholders.............................................................. ...............................
121
Section 11.04.
Waiver of Notice ........................................................... ...............................
121
Section 11.05.
Destruction of Bonds .................................................... ...............................
121
Section 11.06.
Severability of Invalid Provisions ................................. ...............................
122
Section11.07.
Notices .......................................................................... ...............................
122
Section 11.08.
Evidence of Rights of Bondholders .............................. ...............................
123
Section 11.09.
Disqualified Bonds ........................................................ ...............................
124
Section 11.10.
Money Held for Particular Bonds ................................. ...............................
124
Section 11.11.
Funds and Accounts ...................................................... ...............................
124
Section 11.12.
Waiver of Personal Liability ......................................... ...............................
125
Section11.13.
Business Days ............................................................... ...............................
125
Section 11.14.
Affiliates Not Liable ..................................................... ...............................
125
Section 11.15.
Governing Law ............................................................. ...............................
125
Section 11.16.
Execution in Several Counterparts ................................ ...............................
125
EXHIBIT A —
FORM OF REQUISITION — COSTS OF ISSUANCE FUND .........................
A -1
EXHIBIT B —
FORM OF REQUISITION — PROJECT FUND ................ ...............................
B -1
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