HomeMy WebLinkAbout1999-02-05 RM Exhibits
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EXTRACTS FROM MINUTES OF BOARD OF COMMISSIONERS
A meeting of the Board of Commissioners of the County of New Hanover was held on
February 5, 1999 at 1'00 p.m. in the County Administration Building, Conference Room SOl, 320
Chestnut Street, Wilmington, North Carolina, and the following Commissioners were present and
absent:
.
PRESENT William Caster, Chairman
Robert G Greer, Vice-Chairman
Uldis "Buzz" Birzemeks, Commissioner
Charles Howell, Commissioner
ABSENT Ted Davis, Jr., Commissioner
The Chairman of the Board of Commissioners stated that one of the purposes of the meetmg was
to conduct a public hearing regarding the issuance by the County of its revenue bonds (the
"Bonds") in an aggregate principal amount up to but not exceeding $130,000,000 for the purpose
of (a) repaying all or a portion of a loan to New Hanover Regional Medical Center, a North Carolina
nonprofit corporatlOn (the "Corporation"), the proceeds of which were used by the Corporation to
fund the acquisition of certain assets known as Cape Fear Hospital and related facilities (including,
without limitation, the main hospital building and related land, buildings, equipment and other property
at or near 5301 Wrightsville Avenue, a rehabilitation facility located at 5220 Oleander Drive, and a
medical office building at 5302 Oleander Drive), (b) reimbursing the Corporation for a portion of the
cost of acquiring Cape Fear Hospital and related facilities and proVIding working capital, (c) renovating
and improving certain of its facilitIes described above and at the facility known as New Hanover
Regional Medical Center, located at or near 2131 South 17"' Street (including, without limitation, "life
safety code" improvements), and (d) paying certam expenses in connection with the issuance of the
Bonds (including bond insurance preffilum). The facilities described above are owned by the County,
operated by the Corporation and located at the above addresses in Wilmington, North Carolina.
The Chairman informed the Board that a notice of the public hearing had been published in the
Wilmington Star-News on a date at least 14 days prior to the date of the public heanng. The
Chairman directed that affidavits showing such publication be attached to this extract of minutes
as Exhibit A.
Commissioner Birzenieks moved that the Board proceed to hold a public hearing on the projects
and purposes described above and the issuance of revenue bonds to finance the projects and
purposes described above. The motIon was seconded by Commissioner Howell and was adopted
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by the following vote:
AYES
William Caster, Chairman
Robert G. Greer, Vice-Chairman
Uldis "Buzz" Birzenieks, Commissioner
Charles Howell, Commissioner
NAYS
The Chairman announced that the Board would hear anyone who wished to be heard on
the advisability of the proposed projects and purposes described above and the issuance of
revenue bonds to finance the projects and purposes described above.
A summary of any comments is attached hereto as Exhibit B
Commissioner Birzenieks moved that the public hearing be closed. The motion was seconded by
Commissioner Greer and was adopted by the following vote.
AYES
William Caster, Chairman
Robert G. Greer, Vice-Chairman
Uldis "Buzz" Birzenieks, Commissioner
Charles Howell, Commissioner
NAYS
CommIssioner Birzenieks thereupon moved that the projects and purposes described above be
approved and that the issuance of the Bonds also be approved. The motion was seconded by
Commissioner Howell and was adopted by the following vote:
AYES
William Caster, Chairman
Robert G. Greer, Vice-Chairman
Uldis "Buzz" Birzenieks, Commissioner
Charles Howell, Commissioner
NAYS
il.:
STATE OF NORTH CAROLINA)
COUNTY OF NEW HANOVER)
I, LUCIE F HARRELL, Clerk to the Board of Commissioners of the County of New Hanover,
DO HEREBY CERTIFY as follows:
l.A meeting of the Board of CommIssioners of the County of New Hanover, located in the State
of North Carolina, was duly held February 5, 1999, such meeting having been noticed, held and
conducted in accordance with all requirements oflaw (including open meetings requirements),
and mInutes of that meeting have been duly recorded in the Minute Book kept by me in
accordance with law for the purpose of recording the minutes of the Board.
2.1 have compared the attached extract with the minutes so recorded and the extract is a true copy
of those minutes and of the whole thereof insofar as those mInutes relate to matters referred to in
the extract.
3 Those minutes correctly state the time when the meeting was convened and the place where the
meeting was held and the members of the Board of Commissioners who attended the meeting.
IN WITNESS WHEREOF, I have hereunto set my hand and have hereunto affixed the seal of
said County on February 5, 1999
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CIe to the Board of Commissioners
"
AFFIDAVIT OF PUBLICATION
STATE OF NORTII CAROLINA,
COUNTY OF NEW HANOVER
NOTICE OF PUBLIC HEARING
BY THE COUNTY OF
NEW HANOVER.
NORTH CAROlINA REGARDING
THE FINANCING OF HEAL Tli
CARE FACllmeS WITH THE
PROCEEDS OF THE ISSUANCE
OF TAX.EXEMPT BONDS
NQllCE IS HEREBY GIVEN to aU
interested pe~s hi the County at
New Hanover, Norm Carolina, (the
'County'1 wiU hold a public hdaflr19 In
the County A\1rT1lrII.Str<l~on BUilding.
Conlerence Room 501, 320 CI'IaS~UI
Street. WIlmington, Norm Carollf\a.
on Februaty 5. 1999 at 9:00 a.m.. af
which lime arry per.>on may be h!ard
r6'Qarcing the MaIttl care lao,,065
projects proposed to O<t ~nanc8d by
the County WIth proceeds from ttla
iSSuat1C8 at tax-exempt bonCls.
The County propoSltS t~. issue
its reV8flue bonds (the 'Sonds ) In an
aggregate principal amolJl1t up to but
not exceeding $130,000.000 lor the
purpose of (a) repaying all Of a por-
tion at a loan to New Hanov6r Re-
ponal Medical Cenler. a NoM Car0-
lina nonprofit COl'POnltion (lTle RCor_
porndoo'l. the proceeds vI whICh
were used by the Corporation 10 fund
the acquisition at certaln _ assets
known as Cape Fear Hospital and
related raolitles (Iodudlng, wimout
limitation, me main ho'sQllaJ tlUltdlng
and relab!d land, tluikliogs, eqUIp-
ment and other propet'tY ;!II or ne~r_
5301 WrightsYille Avenue, a renaOijj-
tallon raolity Iocaled at 5220 Olean-
der Drive, and a medical otflce tlulld-
ing al SJ02 OleanderD""e), (tl) r~m- 1
bur$ing !he Corporation tor Oil pomon
of ll1e cost of acQUlnog Ca~" ~~3f
Hospital and related faCllilles and
provid1r19 working capital. (el ~ltf1OVat-
, ing and Improving certain 0111:3 facili-
ties described above and at the taoll,
ty knOwn as New HaoovElf RlI9lOf1aJ
MedlcaJ Cent&/', located at or ".ear
2131 South 17th StnteC (Indudi~: I
wilhoUt limitation. '1Ite safely code :
improvements), and (d) paYIng cer- I
taioexpensesin~Wltnltle
issIJanc8 of me Bonds (indudln9 I
tlond insurance premium). The faClli-
lies described above Me owned tly ~
tneCounty, opemIedby me Corpora- .
lion and located al the above ad-
dms:ses in Wilmington, North Caroll--
;na. I
Arty person wishing to com-
mentinwotlngOflltleiMuanceofltle
Bonds should forward comments, for
rececpt pnot to ltle date and lime 01
!he public hearing speclfted above. to
l.ucieF H~,Cleri<tolheBoaroo1
County Commissioners. County of
New Hanover, 320 Ch8'Slnul S~t
Room J05. WlImingtoo, Nortt1 Carob-
~2ll401
COUNTY OF NEW HANOVER,
NORTH CAAOLINA
By; 151 Lucie F. HamtII
Cl8fl<. to IN Board 01
County Commissloners
lJpoa reading the aforegoing affidavit with the advertisement thereto annexed it is adjudged by the Court that the :>aid public:uion was duly and properly
made. and that the SummOrul has been duly and legally served on the defendanl(s).
Before the undersigned. a Notary Public of said COUnty and SUle,
~ULIE ~ONES
who. being duly sworn or affirmed. according to the law s.ays !.hat hclshe is
CLASSIFIED ADVERTISING MANAGER
of THE WILMINGTON STAR-NEWS, INC., a corporation organized and doing business under the
Laws of the Stale of North Carolina. and publishing a newspaper known as WILMINGTON
MORNING STAR & SUNDAY STAR.NEWS in the City of Wilmington
NOTICE OF PUBLIC HEARINGGY THE
COUNTY OFNEW HANOVER, NORTH C~
ROLINA REGARDINGTHE FINANCING
HEALTH CARE FAC
was inserted in the aforesaid newspaper in space, and on dates as follows:
1 2~, 1 X
1999
and at the time of such publication Wilmington Star-News was a newspaper meeting all the
requirement5 and qualifications prescribed by Sec. No. {-597 G.S. of N.C.
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Q'LASSIFIED -ADVe;' MG,
Title
Sworn or affirmed to, and subscribed before me. this
25th
ct"
~AN
of
99
.A.D., 19_
In Testimony Whereof. I have hereunlo set my hand and affixed my official seal. the day and
yearafores.a.id.
~ .~
~ NO<3ryPcbl;,
My commi.ssion expires
21 s t day of JUNE
19~
This
day of
19_
Cleric. of Superior COUrl
MAIL TO:
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NEW HANOVER COUNTY
WANDA M. COPl.EY
County Attorney
OFFICE OF THE COUNTY ATTORNEY
320 CHESTNUT STREET, ROOM 309
WILMINGTON, NORTH CAROLINA 28401-4095
TELEPHONE (910) 341-7153
FAX (910) 341-4170
KEMP P BURPEAU
Deputy County Attorney
ANDREW W OLSEN
Assistant County Attorney
February 5, 1999
Board of Commissioners of
the County of New Hanover
320 Chestnut Street
Wilmington, North Carolina 28401
First-Citizens Bank and Trust Company
4505 Creedmoor Road
Raleigh, North Carolina 27612
Salomon Smith Barney, Inc.
390 Greenwich Street, 2d. Floor
New York, New York 10013
RE: $130,000,000 County of New Hanover,
North Carolina Hospital Revenue Bonds
(New Hanover Rel!ional Medical Center Proiect} Series 1999
Ladies and Gentlemen.
I am County Attorney for the County of New Hanover, North Carolina (the "County"), and
have acted in that capacity in connection with the issuance and sale of $130,000,000 County of New
Hanover Hospital Revenue Bonds (New Hanover Regional Medical Center) Series 1999 (the "Bonds")
I have examined, among other things, originals or certified copies of the following'
(a) the Bond Order adopted on October 6, 1993 by the Board of Commissioners
of the County as amended by the First Supplemental Bohd Order adopted on February 5, 1999 by the
Board of Commissioners of the County (as so amended, the "Bond Order")'
(b) the Series Resolution adopted on February 5, 1999 by the Board of
Commissioners of the County (the" Series Resolution");
(c) the Lease Agreement dated as of October I, 1993, as amended by the First
Amendment to the Lease Agreement dated as of June 15, 1996 as further amended by the Second
Amendment to Lease Agreement dated February 5, 1999 (the Lease Agreement as so amended is
hereinafter defined as the "Lease Agreement"), between the County and New Hanover Regional
Medical Center (the "Corporation")
I have also examined other records of the County and certificates of officers ofthe County
.
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Capitalized terms used herein and not otherwise defined have the meanings given them in the Bond
Order and the Series Resolution.
Based on the foregoing, I am of the opinion that:
I the County or the Corporation has obtained from such governmental authorities,
boards, agencies, or commissions having jurisdiction over the Health Care System all approvals,
consents, authorizations, certifications, and other orders that are necessary for the operation of the
Health Care System and the acquisition and construction of the Project that reasonably could have been
obtained as of the date of delivery of the Bonds and if further approvals, consents, authorizations,
certifications, and orders are necessary for the operation of the Health Care System and the acquisition
and construction of the Project I have no reason to believe that the County or the Corporation will not
be able to obtain the same, when required,
2. the Bond Order, the Series Resolution and all other resolutions relating to the issuance
of the Bonds have been duly adopted at meetings of the Board duly called and held in accordance with
law and at which quorums were present and acting throughout, and the Bond Order and such Series
Resolution remain in full force and effect and have not been amended or modified in any respect;
3 the forms, terms, execution and issuance of the Bonds have been duly authorized,
4 the form and terms of the Bond Order and the Series Resolution for the Bonds have
been duly authorized;
5 each of the Bond Order and the Series Resolution constitutes a binding and valid
agreement of the County that is enforceable in accordance with its terms;
6 no provision of the Bond Order or the Series Resolution violates any federal or North
Carolina statutory or constitutional provision, including without limitation, any provisions of the Act or
results in or constitutes a default under or conflicts with any agreement, indenture, or other instrument
to which the County is a party or by which it may be bound, or any current order, rule, regulation,
decree, or ordinance of any court, government, governmental authority or body having jurisdiction
over the County or its property, and of which I have knowledge after due inquiry;
7 the adoption of the Bond Order and the Series Resolution is not subject to any
authorization, consent, approval, or review of any governmental body, public officer, or regulatory
authority required on the date hereof and not theretofore obtained or effected,
8 there is no litigation, proceeding, or governmental investigation pending or threatened
before any court or governmental agency or body challenging the validity of the Bond Order or the
Series Resolution or the transactions contemplated therein, or of the Bonds, or the corporate existence
or the boundaries of the County or the title of any officers of the County to their respective offices; and
9 all conditions precedent to the delivery of the Bonds have been fulfilled.
R~~pectfully submitted,
\ \
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Wanda M. Copley
County Attorney
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RB&H Draft No.7
2/4/99
COUNTY OF NEW HANOVER, NORTH CAROLINA
SERIES RESOLUTION
Adopted February 5,1999
C566089v03!.131040001KDJOJ 01,,13~i}1,OOOlJ~~~Y..h~
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ARTICLE I.
DEFINITIONS
Section 101
Section 102.
TABLE OF CONTENTS
Meaning of Words and Terms
Rules of Construction
ARTICLE II
AUTHORIZATION, FORM, ISSUANCE AND DELIVERY OF BONDS
Section 201
SectIOn 202.
Section 203
Section 204
Authorization of Bonds
Form of Bonds Generally
Details of Bonds
Issuance of Bonds
ARTICLE III.
REDEMPTION OF BONDS
Section 301
Section 302.
Section 303
Section 304
Terms of Redemption
Selection of Bonds to Be Redeemed
Redemption Notice
Revocation of Redemption Notice.
ARTICLE IV.
PROJECT FUND
Section 401
Section 402.
Section 403
Section 404
Section 405.
Section 406.
Project Fund
Payments from Project Fund
Cost of Project
Requisitions from Project Fund
Reliance Upon Requisitions
Completion of the Project and Disposition of Project Fund Balance
ARTICLE V.
("!? mLJ3 Ol:.lJ':'01,Ogg\JRQq;1~!.Y!l:!jll~~
Page
16
22
22
22
23
23
26
27
27
29
29
29
30
31
32
32
',..]~
FUNDS,AND ACCOUNTS
Section 50L
Section 502,
Section 503
Section 504
Section 505
Section 506,
Section 507
Section 508.
Section 509
Section 510.
Establishment of Funds and Accounts
Deposits
Application of Money in the Interest Account
Application of Money in the Principal Account
Application of Money in the Sinking Fund Account
Application of Money in the Redemption Fund
Disposition of Fund Balances
Security for the Bonds
Arbitrage
Tax Covenant
32
33
33
34
34
36
37
37
37
37
ARTICLE VI.
DEPOSITORIES OF MONEY, SECURITY FOR DEPOSITS,
INVESTMENT OF FUNDS
Section 601
Section 602.
Section 603
Security for Deposits
Investment of Money
Valuation
EVENTS OF DEFAULT
Section 701 Events of Default
THE TRUSTEE
38
38
39
ARTICLE VII.
40
ARTICLE VIII.
SectIOn 801 Acceptance of Duties by Trustee
40
ARTICLE IX.
SUPPLEMENTAL SERIES RESOLUTIONS
Section 901
Section 902.
DEFEASANCE
Procedure for Adoption of Supplemental Series Resolutions
Exclusion of Bonds
r~ mm 01: I)7Rl ROgIJ~~UE~.Z1Ul2.ill
40
40
ARTICLE X.
11
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Section 1001.
Cessation ofInterest of Holders and Repeal of Series Resolution 40
ARTICLE XI.
MUNICIPAL BOND INSURANCE
Section 1101
Section 11 02.
Section 1103
Section 1104
Section 1105
Section 11 06.
Section 11 07
Payments Under Bond Insurance
Concerning the Trustee
Amendments and Supplements
Notices
Security
Default and Remedies
Bond Insurer Consent
42
43
44
44
44
44
44
ARTICLE XII.
MISCELLANEOUS PROVISIONS
Section 1201
Section 1202.
Section 1203
Section 1204
Section 1205
Section 1206.
Section 1207
Section 1208.
Section 1209
Section 1210.
Section 1211
Section 1212.
Section 1213
Manner of Giving Notice 45
Trustee, County, Corporation and Holders Alone Have Rights
under Series Resolution . 46
Effect of Partial Invalidity 46
Effect of Covenants 46
Dealing in Bonds 46
Approval of Bond Purchase Agreement and Second Amendment to
Lease Agreement 46
Approval of Preliminary Official Statement and Official StatemelW
Appointment of County Representative and Authorization for
Other Acts 47
No Recourse Against Commissioners, Directors, Officers or
Employees of County, Corporation or Local Government
Commission 47
Headings 48
Secondary Market Disclosure 48
Replacement Master Agreement 48
Series Resolution Effective 48
EXHIBIT A Form of Requisition
s~ .!T,CJ t1 l':D1IJrlJlJ€.~;n~.f.g...!.!!;.:u.m<!p..\m
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SERIES RESOLUTION AUTHORIZING AND APPROVING THE ISSUANCE
AND SALE OF NOT EXCEEDING $130,000,000 AGGREGATE PRINCIPAL
AMOUNT OF THE COUNTY OF NEW HANOVER, NORTH CAROLINA
HOSPITAL REVENUE BONDS (NEW HANOVER REGIONAL MEDICAL
CENTER PROJECT) SERIES 1999, TO PROVIDE FUNDS FOR CERTAIN
HEALTH CARE PURPOSES, AND AUTHORIZING AND APPROVING THE
FORM AND TERMS OF THE OFFICIAL STATEMENT, A SECOND
AMENDMENT TO THE LEASE AGREEMENT AND THE BOND PURCHASE
AGREEMENT AND THE EXECUTION AND DELIVERY OF THE OFFICIAL
STATEMENT, A SECOND AMENDMENT TO THE LEASE AGREEMENT AND
THE BOND PURCHASE AGREEMENT AND THE DISTRIBUTION AND USE
OF THE PRELIMINARY OFFICIAL STATEMENT, THE OFFICIAL
STATEMENT AND THE BOND ORDER IN CONNECTION WITH THE PUBLIC
OFFERING OF THE BONDS.
WHEREAS, the County of New Hanover, North Carolina (the "County") is a political
subdivision of the State of North Carolina, which owns New Hanover Regional Medical Center, a
public general acute-care hospital facility;
WHEREAS, the County proposes to issue the Bonds (as defined below) in order to finance
(i) the repayment of a portion of a loan to New Hanover Regional Medical Center (the
"Corporation"), the proceeds of which were used by the Corporation to fund the acquisition of
certain assets known as Cape Fear Hospital and certain related facilities (certain of which assets have
been conveyed by the CorporatIOn to the County), (ii) reimbursement and payment to the
Corporation for a portion of the cost of acquiring Cape Fear Hospital and related assets and proVIsion
ofworkmg capital, and (ili) the renovation and improvement of certain of its health care facilities;
WHEREAS, the County is empowered, under the Constitution and laws ofthe State of North
Carolina, particularly The State and Local Government Revenue Bond Act, Article 5, Chapter 159
of the General Statutes of North Carolina, as amended (herein called the "Act"), to undertake the
obligations and commitments on its part set forth herein;
WHEREAS, the County adopted a Bond Order on October 6, 1993, as amended by the First
Supplemental Bond Order adopted by the County on the date this Series Resolution is adopted (as
so amended, the "Bond Order") authorizing the issuance of hospital revenue bonds;
WHEREAS, pursuant to this Series Resolution (the "Series Resolution") the County will
issue its Hospital Revenue Bonds (New Hanover Regional Medical Center Project) Series 1999 (the
"Bonds") hereunder and under the Bond Order;
WHEREAS, the County has deemed it advisable to adopt this Series Resolution and to issue
the Bonds, in an aggregate original principal amount not to exceed $130,000,000, as in this Series
Resolution hereinafter provided, for the purpose of providing funds, together with other available
funds, for the purposes stated above and for paying certain expenses of issuing the Bonds;
, .
,<.
WHEREAS, the County has determined that the issuance ofthe Bonds for such purposes is
in the best interest ofthe County; and
WHEREAS, the County has determined that the Bonds, the Certificate of the Local Govemment
Commission and the Certificate of Authentication to be endorsed by the Trustee on all Bonds as
provided herein shall be, respectively, substantially in the following forms, with such variations,
omissions and insertions as may be specified by the County or otherwise required or permitted by
this Series Resolution:
2
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[Form of Bonds]
No.
$
United States Of America
State of North Carolina
COUNTY OF NEW HANOVER, NORTH CAROLINA
HOSPITAL REVENUE BOND
(NEW HANOVER REGIONAL MEDICAL CENTER PROJECT) SERIES 1999
INTEREST RATE
MATURITY DATE
October 1,
CUSIP
The County of New Hanover (the "County"), a political subdivision of the State of North
Carolina, for value received, hereby promises to pay, solely from the sources and in the manner
hereinafter provided, to or registered
assigns, on the maturity date set forth above (or earlier as hereinafter referred to), upon the
presentation and surrender hereof, at the principal corporate trust office of First-Citizens Bank &
Trust Company, in Raleigh, North Carolina (the "Trustee"), the principal sum of
DOLLARS ($ ). The County also promises to pay, solely from said sources, interest
thereon from the interest payment date next preceding the date on which it is authenticated unless
it is authenticated on an interest payment date, in which event it shall bear interest from such date,
or unless it is authenticated prior to October 1, 1999, in which event it shall bear interest from
February IS, 1999, payable on October I, 1999 and semi-annually thereafter on April 1 and
October I of each year at the rate per armum set forth above until the principal sum hereof is paid.
The interest so payable and punctually paid or duly provided for, on any interest payment date, will
be paid to the person in whose name this Bond is registered at the close of business on the Regular
Record Date for such interest, which shall be the 15th day (whether or not a business day) of the
calendar month next preceding such interest payment date. Any such interest not so punctually paid
or duly provided for shall forthwith cease to be payable to the registered owner on such Regular
Record Date, and may be paid to the person in whose name this Bond is registered at the close of
business on a Special Record Date (as defined in the hereinafter mentioned Bond Order) for the
payment of such defaulted interest to be fixed by the Trustee, notice whereof being given to the
registered owner not less than 10 days prior to such Special Record Date, or may be paid at any time
in any other lawful marmer not inconsistent with the requirements of any securities exchange on
which the Bonds of this series may be listed and upon such notice as may be required by such
exchange, or as more fully provided in the Bond Order hereinafter mentioned. Such payment of
interest shall be made by check mailed by the Trustee to the registered owner at his address as it
appears on the bond registration books maintained by the Trustee. All such payments shall be made
in such coin or currency of the United States of America as at the time of payment is legal tender for
payment of public and private debts.
3
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[Printed Bonds shall contain the following statement: THE TERMS AND PROVISIONS OF THIS
BOND ARE CONTINUED ON THE REVERSE HEREOF AND SHALL FOR ALL PURPOSES
HAVE THE SAME EFFECT AS THOUGH SET FORTH AT THIS PLACE.]
This Bond is a limited obligation of the County. This Bond is secured by a pledge of,
and the principal of, the premium, if any, and interest on this Bond are payable solely from,
the Net Revenues (as defined in tbe Bond Order) and the County's rigbts to receive Net
Revenues. This Bond is also secured by tbe money and securities in the funds and accounts
beld by the Trustee under tbe Series Resolution (herein defined), and the income from the
temporary investment thereof. This Bond does not constitute a debt of the County for which
the faith and credit and taxing power ofthe County are pledged, and the issuance ofthis Bond
will not directly or indirectly or contingently obligate tbe County to levy any tax or pledge any
form of taxation for tbe payment bereof.
This Bond is one of a duly authorized series of revenue bonds of the County, designated "Hospital
Revenue Bonds (New Hanover Regional Medical Center Project) Series 1999" (the "Bonds"), issued
pursuant to The State and Local Government Revenue Bond Act, as amended, a Bond Order duly
adopted by the County on October 6, 1993, as amended by the First Supplemental Bond Order
adopted by the County on February 5, 1999 (the "Bond Order"), and a Series Resolution duly
adopted by the County on February 5, 1999 (the "Series Resolution") for the purpose of providing
funds for the purposes stated in the Series Resolution. Pursuant to the Bond Order and Series
Resolutions duly adopted by the County, the County issued its (i) Hospital Revenue Bonds (New
Hanover Regional Medical Center Project) Series 1993 (the "Series 1993 Bonds") in the original
aggregate principal amount of $29,535,000 and (ii) Hospital Revenue Bonds (New Hanover
Regional Medical Center Project) Series 1996 (the "Series 1996 Bonds") in the original aggregate
principal amount of$62,925,000, which are both secured pari passu with the Bonds as to the pledge
of Net Revenues.
The First Supplemental Bond Order referred to above will become effective when consent
of the Holders (as defined in the Bond Order) of not less than 51% in aggregate principal amount
of the Bonds then Outstanding (as those terms are defined in the Bond Order) has been obtained as
required under Section 1002 of the Bond Order By purchasing this Bond, the holders hereof shall.
(i) waive any notice of such amendments as required by the Bond Order, (ii) consent to the
provisions of that First Supplemental Bond Order, and (iii) appoint the representative of the
underwriters of the Bonds as the holders' attorney-in-fact for the purpose of executing a consent to
that First Supplemental Bond Order
The Bonds are being issued by means of a book-entry system with no physical distribution
of bond certificates to be made except as provided in the Senes Resolution. One Bond certificate
with respect to each date on which the Bonds are stated to mature, registered in the name of thc
Securities Depository Nominee (as defined in the Series Resolution), is being issued and required
to be deposited with the Securities Depository (as defined in the Series Resolution) and immobilized
in its custody The book-entry system will evidence positions held in the Bonds by the Securities
Depository's participants, beneficial ownership of the Bonds in the principal amount of $5,000 or
any multIple thereof being evidenced in the records of such participants. Transfers of ownership
shall be effected on the records of the Securities Depository and its participants pursuant to rules and
4
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procedures established by the Securities Depository and its participants. The County and the Trustee
will recognize the Securities Depository Nominee, while the registered owner of this Bond, as the
ownerofthis Bond for all purposes, including (i) payments of principal of, and redemption premium,
if any, and interest on, this Bond, (ii) notices and (iii) voting. Transfer of principal, interest and any
redemption premium payments to participants of the Securities Depository will be the responsibility
of the Securities Depository, and transfer of principal, interest and any redemption premium
payments to beneficial owners ofthe Bonds by participants of the Securities Depository will be the
responsibility of such participants and other nominees of such beneficial owners. The County and
the Trustee will not be responsible or liable for such transfers of payments or for maintaining,
supervising or reviewing the records maintained by the Securities Depository, the Securities
Depository Nominee, its participants or persons acting through such participants. While the
Securities Depository Nominee is the registered owner ofthis Bond, notwithstanding the provisIOn
hereinabove contained, payments of principal of, redemption premium, if any, and interest on this
Bond shall be made in accordance with existing arrangements between the Trustee or its successors
under the Series Resolution and the Securities Depository
The County has entered into a Lease Agreement, dated as of October I, 1993, amended as
ofJune 15, 1996 and further amended as of February 15,1999 (as so amended, the "Lease") with
New Hanover Regional Medical Center (the "Corporation") pursuant to which the Corporation has,
among other things, agreed to operate and maintain the Health Care System and to collect and
deliver to the Trustee the Revenues (as defined in the Bond Order) to the extent provided in the Bond
Order
Reference is made to the Bond Order and the Series Resolution for a more complete
statement of the provisions thereof and of the rights of the County, the Trustee and the registered
owners of the Bonds. Copies of the Bond Order and the Series Resolution are on file and may be
inspected at the principal corporate trust office of the Trustee. By the purchase and acceptance of
this Bond the registered owner hereof signifies assent to all ofthe provisions of the Bond Order and
the Series Resolution.
The Bond Order provides for the issuance from time to time under the conditions, limitations
and restrictions therein set forth of additional Indebtedness, including Indebtedness secured pari
passu with the Bonds, the Series 1993 Bonds and the Series 1996 Bonds as to the pledge of Net
Revenues.
The Series Resolution provides for the creation of a special fund designated "New Hanover
County 1999 New Hanover Regional Medical Center Revenue Bond Fund" (the "Bond Fund").
Pursuant to the Series Resolution, special accounts have been created in the Bond Fund with respect
to the Bonds, which accounts are pledged and charged with the payment of the principal of and the
interest on the Bonds.
The Bonds are issuable as fully registered Bonds in denominations of$5,000 or any whole
multiple thereof. The transfer of this Bond IS registrable by the regIstered owner hereof in person
or by his attorney or legal representative at the principal corporate trust office of the Trustee, but
only in the manner and subject to the limitations and conditions provided in the Bond Order and thc
Series Resolution and upon surrender and cancellation of this Bond. Upon any registration of
5
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transfer, the County shall execute and the Trustee shall authenticate and deliver in exchange for this
Bond a new Bond or Bonds, registered in the name of the transferee, of authorized denominations,
in an aggregate principal amount equal to the principal amount of this Bond, ofthe same maturity
and bearing interest at the same rate.
The Bonds maturing on or after October I, _ are subject to redemption, by the County
at the direction of the Corporation, on and after October I,~, in whole or in part (by lot within
a maturity) on any date. Any such redemption will be at the redemption prices (expressed as
percentages of principal amount) set forth in the table below plus accrued interest to the redemption
date:
Redemption Date (inclusive)
Redemption Price
%
The Bonds maturing on October I, _ are required to be redeemed in part by lot on
October I, _ and on each October I thereafter from money deposited with the Trustee for such
purpose. The Bonds maturing on October I, _ are required to be redeemed in part by lot on
October I, _ and on each October I thereafter from money deposited with the Trustee for such
purpose. Such redemptions shall be at par plus accrued interest to the redemption date.
The Bonds are subject to redemption in whole or in part at any time by the County at the direction
of the Corporation from funds deposited m the Redemption Fund from net proceeds of insurance or
net proceeds from eminent domain proceedings in an aggregate amount in excess of 10% of Net
Book Value (as defined in the Bond Order) of Health Care System property, plant and equipment,
at a redemption price equal to the pnncipal amount thereof, without premium, plus accrued interest
to the redemption date, if all or any part of the Health Care System is damaged, destroyed or
condemned, or title to any part of the Health Care System shall have been lost.
The Bonds are subject to redemption in whole only at any time at a redemptIon price equal
to the principal amount thereof, without premium, plus accrued interest to the redemption date, if
as a result of legislative or administrative action or any judicial decision, the Lease becomes
unenforceable or impossible to perform without unreasonable delay or unreasonable burdens or
excessive liabilities are imposed on the County or the Corporation.
[To be included or not, based on certificate referred to in Section 204(1)] [The Bonds
are subject to redemption by the County at the direction ofthe Corporation in whole or in part
at any time at a redemption price equal to _ % ofthe principal amount thereof, plus accrued
interest to the redemption date, in the event that the County or the Corporation sells, leases
or otherwise disposes of any property and as a result, based on an opinion of bond counsel, the
Corporation or the County determines that unless remedial measures are taken pursuant to
any revenue procedure, revenue ruling or regulation of the Internal Revenue Service, the
exclusion of interest on the Bonds to be redeemed from the gross income ofthe owners thereof
for federal income tax purposes will be adversely affected.]
Not less than thirty (30) days but not more than sixty (60) days before the redemption date
of any Bonds, whether such redemption is in whole or in part, the Trustee shall cause a notice of any
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such redemption to be mailed, postage prepaid, to all registered owners of Bonds to be redeemed in
whole or in part, but failure so to mail any such notice to any registered owner or any defect therein
shall not affect the validity of the proceedings for the redemption of the Bonds of any other
registered owners. On the date designated for redemption, notice having been given as aforesaid,
the Bonds or portions thereof so called for redemption shall be due and payable at the redemption
price provided for the redemption of such Bonds or such portions thereof on such date, unless the
County shall have notified the Trustee that the County, at the request of the Corporation, has elected
to revoke such redemption in accordance with the provisions ofthe Series Resolution, in which case
the Bonds shall not be redeemed on such date and any notice of redemption mailed to the Holders
will be null and void. Ifthere has been delivered to the Trustee, and the Trustee is then holding in
trust, money or Defeasance Obligations (as defined in the Bond Order), or a combination of both,
sufficient to pay the redemption price of the Bonds to be redeemed plus accrued interest to the date
of redemption, interest on the Bonds called for redemption shall cease to accrue; such Bonds or
portions thereof shall cease to be entitled to any benefits or security under the Bond Order or the
Series Resolution or to be deemed Outstanding (as defined in the Bond Order); and the registered
owners of such Bonds or portions thereof shall have no rights In respect thereof except to receive
payment of the redemption price thereof, plus accrued interest to the date ofredemption.
The registered owner of this Bond shall have no right to enforce the provisions ofthe Bond
Order or the Series Resolution, or to institute action to enforce the covenants therein, or to take any
action with respect to any event of default under the Bond Order or the Series Resolution, or to
institute, appear in or defend any suit or other proceeding with respect thereto, except as provided
in the Bond Order or the Series Resolution; provided, however, that any registered owner may
Institute action to enforce the payment of the principal of or the Interest on his Bond.
Upon the occurrence of certain events, and on the conditIOns, in the manner and with the
effect set forth in the Bond Order, the principal of all bonds then Outstanding under the Bond Order
may become or may be declared due and payable before the respective stated matunties thereof,
together with the interest accrued thereon.
Modifications or alterations of this Bond, the Bond Order or any bond order supplemental
thereto, or the Series Resolution or any series resolution supplemental thereto, may be made only
to the extent and in the circumstances permitted by the Bond Order and the Series Resolution.
This Bond, notwithstanding the provisions for registration of transfer stated herein and contained
in the Bond Order and the Series Resolution, at all times shall be and shall be understood to be an
investment security within the meaning of and for all the purposes of Article 8 of the Umform
Commercial Code of North Carolina. This Bond is issued with the intent that the laws of the State
of North CarolIna shall govern its construction.
All acts, conditions and things required to happen, exist and be performed precedent to and
in the issuance of this Bond and the execution of the Bond Order and the Series Resolution have
happened, exist and have been performed as so required.
7
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Neither the members or officers of the County nor any person executing this Bond is liable
personally hereon or subject to any personal liability or accountability by reason of the issuance
thereof.
This Bond shall not be valid or become obligatory for any purpose or be entitled to any
benefit or security under the Bond Order or the Series Resolution until it shall have been
authenticated by the execution by the Trustee of the certificate of authentication endorsed hereon.
8
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IN WITNESS WHEREOF, the County of New Hanover has caused this Bond to be executed
by the [manual] [facsimile] signatures of the (Vice) Chairman of its Board of Commissioners and
the Clerk to said Board and [a facsimile of] its official seal to be [printed] [impressed] hereon all as
of the 15th day of February, 1999
COUNTY OF NEW HANOVER
[MANUAL SIGNATURE ON TYPEWRITTEN BONDS]
By [FACSIMILE SIGNATURE ON PRINTED BONDSl
(Vice) Chairman of the Board of Commissioners
[MANUAL SIGNATURE ON TYPEWRITTEN BONDS]
By [FACSIMILE SIGNATURE ON PRINTED BONDSl
Clerk to the Board of Commissioners
[OFFICIAL SEAL ON TYPEWRITTEN BONDS]
[FACSIMILE OF OFFICIAL SEAL ON PRINTED BONDS]
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CERTIFICATE OF AUTHENTICATION
Date of Authentication:
This Bond is a Bond of the Series designated in and issued under the provisions of the
within-mentioned Bond Order and Series Resolution.
FIRST-CITIZENS BANK & TRUST COMPANY, Trustee
By
Authorized Signatory
CERTIFICATE OF LOCAL GOVERNMENT COMMISSION
The issuance ofthe within-mentioned Bond has been approved under the provisions of The
State and Local Govermnent Revenue Bond Act of North Carolina, as amended.
LOCAL GOVERNMENT COMMISSION OF NORTH
CAROLINA
[MANUAL SIGNATURE ON TYPEWRITTEN BONDS]
By rF ACSIMILE SIGNATURE ON PRINTED BONDSl
Secretary
10
STATEMENT OF INSURANCE
MBlA Insurance Corporation (the "Insurer") has issued a policy containing the following provisions, such policy
being on file at First-Citizens Bank & Trust Company, Raleigh, North Carolina.
The Insnrer, in consideration of the payment of the preminm and subject to the terms of this policy, hereby
unconditionally and irrevocably guarantees to any owner, as hereinafter defmed, of the following described obligations,
the full and complete payment required to be made by or on behalf of the Issuer to First-Citizens Bank & Trust Company
or its successor (the "Paying Agent") of an amount equal to (i) the principal of (either at the stated maturity or by any
advancement of maturity pursuant to a mandatory sinking fund payment) and interest on, the Obligations (as that term is
defined below) as such payments shall become due but shall not be so paid (except that in the event of any acceleration of
the due date of such principal by reason of mandatory or optional redemption or acceleration resulting from default or
otherwise, other than any advancement of maturity pursuant to a mandatory sinking fund payment, the payments guaranteed
hereby shall be made in such amounts and at such times as such payments of principal would have been due had there not
been any such acceleration); and (ii) the reimbursement of any such payment which is subsequently recovered from any
owner pursuant to a fmal judgment by a court of competent jurisdiction that such payment constitutes an avoidable
preference to such owner within the meaning of any applicable bankruptcy law The amounts referred to in clauses (i) and
(ii) of the preceding sentence shall be referred to herein collectively as the "Insured Amounts." "Obligations" shall mean:
$
COUNTY OF NEW HANOVER, NORTH CAROLINA
HOSPITAL REVENUE BONDS
(NEW HANOVER REGIONAL MEDICAL CENTER PROJECT)
SERIES 1999
Upon receipt ofteIcphonic or telegraphic notice, such notice subsequently, confIrmed in writing by registered or
certified mail, or upon receipt of written notice by registered or certified mail, by the Insurer from the Paying Agent or any
owner of an Obligation the payment of an Insured Amount for which is then due, that such required payment has not been
made, the Insurer on the due date of such payment or within one business day after receipt of notice of such nonpayment,
whichever is later, will make a deposit of funds, in an account with State Street Bank and Trust Company, N.A., in New
York, New York, or its successor, sufficient for the payment of any such Insured Amounts which are then due. Upon
presentment and surrender of such Obligations or presentment of such other proof of ownership ofthe Obligations, together
with any appropriate instruments of assignment to evidence the assignment of the Insured Amounts due on the Obligations
as are paid by the Insurer, and appropriate instruments to effect the appointment of the Insurer as agent for such owners of
the Obligations in any legal proceeding related to payment ofInsured Amounts on the Obligations, such instruments being
in a form satisfactory to State Street Bank and Trust Company, N.A., State Street Bank and Trust Company, N.A. shall
disburse to such owners or the Paying Agent payment of the Insured Amounts due on such Obligations, less any amount
held by the Paying Agent for the payment of such Insured Amounts and legally available therefor. This policy does not
insure against loss of any prepayment preminm which may at any time be payable with respect to any Obligation.
As used herein, the term "owner" shall mean the registered owner of any Obligation as indicated in the books
maintained by the Paying Agent, the Issuer, or any designee of the Issuer for such purpose. The term owner shall not
include the Issuer or any party whose agreement with the Issuer constitutes the underlying security for the Obligations.
Any service of process on the Insurer may be made to the Insurer at its offices located at 113 King Street, Armonk,
New York 10504 and such service of process shall be valid and binding.
This policy is non-cancellable for any reason. The premium on this policy is not refundable for any reason
including the payment prior to maturity of the Obligations.
:MBIA Insurance Corporation
II
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[FORM OF ASSIGNMENT]
[Assignment] FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto
[Please Print or Typewrite Name and Address of Transferee ] the within-mentioned Bond and
all rights thereunder, and hereby irrevocably constitutes and appoints attorney
to register the transfer of the within-mentioned Bond on the books kept for registration thereof, with
full power of substitution in the premises.
Dated.
NOTICE. The signature on the Assignment must correspond with the name as it appears
upon the face of the within-mentioned Bond in every particular, without alteration or enlargement
or any change whatever.
Signature Guaranteed.
NOTICE. Signature(s) must be guaranteed by an institution which is a participant in the
Securities Transfer Agent Medallion Program (STAMP) or a similar program.
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ARTICLE I.
DEFINITIONS
Section 101 Meaning of Words and Terms. Unless otherwise required by the context,
words and terms used herein which are defined in the Bond Order shall have the meanings assigned
to them therein, except as hereinafter set forth:
"Bond Fund" means the New Hanover County 1999 New Hanover Regional Medical Center
Revenue Bond Fund created and so designated by Section 501 of this Senes Resolution.
"Bond Insurance" means the financial guaranty insurance policy issued by the Bond Insurer
insuring the payment when due of the principal of and interest on the Bonds as provided therein.
"Bond Insurer" means MBIA Insurance Corporation, a stock insurance company
incorporated under the laws of the State of New York.
"Bond Order" means the bond order adopted by the County on October 6, 1993, as amended
by the First Supplemental Bond Order adopted by the County on February 5, 1999
"Bonds" means the Hospital Revenue Bonds (New Hanover Regional Medical Center
Project) Series 1999 issued pursuant to the Bond Order and this Senes Resolution.
"Bond Year" means, initially, the period commencing on the date of issuance of the Bonds
and ending on September 30,1999 and, thereafter, the period commencIng on October 1 of any year
and ending on September 30 of the following year
"Cost ofthe Project" or "Cost" shall have the meaning set forth in Section 403 of thIs Series
Resolution.
"Finance Director" means the Finance Director of the County, the person performing the
duties ofthe Finance Director orthe official succeeding to the Finance Director's principal functIons
and, for purposes of the certificate of the Finance Director required pursuant to paragraph (I) of
Section 204 herein, "Finance Director" may include the Deputy County Manager
"Insurer Default" means any of the following: (a) the failure of the Bond Insurer to make
any payment required under the Bond Insurance when the same shall become due and payable and
such failure has not been cured or waived, (b) the Bond Insurer contests the binding validity of the
Bond Insurance and such Bond Insurance shall have been declared null and void or unenforceable
in a final determination by a court oflaw, (c) a decree or order for relief shall be entered by a court
or insurance regulatory authority having jurisdiction over the Bond Insurer in an involuntary case
under an applicable bankruptcy, insolvency or other similar law now or hereafter in effect, or
appointing a conservator, rehabilitator, receiver, liquidator, custodian, trustee, sequestrator (or
similar official) of the Bond Insurer or for a substantial part of the property of the Bond Insurcr or
ordering the winding-up or liquidation of the affairs of the Bond Insurer, and the continuance of any
such decree or order shall be unstayed and remain in effect for a period of ninety (90) consecutive
days thereafter, or (d) the Bond Insurer shall voluntarily suspend transaction of its business and shall
13
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commence a voluntary case under any applicable bankruptcy, insolvency or other similar law now
or hereafter in effect, shall consent to the entry of an order for relief in an involuntary case under any
such law or shall consent to the appointment of or taking possession by a conservator, rehabilitator,
receiver, liquidator, assignee, trustee, custodian or sequestrator (or other similar official) ofthe Bond
Insurer or for any substantial part of its property, or shall make a general assignment for the benefit
of creditors.
"Interest Account" means the account in the Bond Fund created and so designated by Section
501 of this Series Resolution.
"Interest Payment Date" means April I or October I, as the case may be.
"Interest Requirements" for any Bond Year means the amount that is required to pay interest
on all Outstanding Bonds on April 1 in such Bond Year and on October 1 of the following Bond
Year
"Investment Obligations" means Government Obligations and, to the extent from time to time
permitted by N C. Gen. Stat. S 159-30, as amended from time to time, or any successor statute or
other applicable law,
(a) Bonds, debentures, notes or other evidence of indebtedness issued or
guaranteed by any of the following federal agencies and provided such obligations are
backed by the full faith and credit of the United States of America (stripped securities are
only permitted if they have been stripped by the agency itself):
(1) U.S. Exoort-lmoort (Eximbank)
Direct obligations or fully guaranteed certificates of beneficial
ownership
(2) Farmers Home Administration (FmHA)
Certificates of beneficial ownership
(3) Federal Financing Bank
(4) Federal Housing Administration Debentures (FHA)
(5) General Services Administration
Participation certificates
(6) Government National Mortgage Association (GNMA or "Ginnie
Mae")
GNMA -- guaranteed mortgaged-backed bonds
GNMA -- guaranteed pass-through obligations
(7) U.S. Maritime Administration
Guaranteed Title Xl financing
14
<
(8) U.S. Department of Housing and Urban Development (HUD)
Project Notes
Local Authority Bonds
New Communities Debentures -- U.S. government guaranteed
debentures
U.S. Public Housing Notes and Bonds -- U.S. government guaranteed
Public housing notes and bonds
(b) Bonds, debentures, notes or other evidence of indebtedness issued or
guaranteed by any of the following non-full faith and credit U.S. government agencies
(stripped securities are only permitted if they have been stripped by the agency itself):
(1) Federal Home Loan Bank System
Senior debt obligations
(2) Federal Home Loan Mortgage Corporation (FHLMC or "Freddie
Mae")
Participation certificates
Senior debt obligations
(3) Federal National Mortgage Association (FNMA or "Fannie Mae")
Mortgage-backed securities and senior debt obligations
(4) Student Loan Marketing Association (SLMA or "Sallie Mae")
Senior debt obligations
(5) Resolution Funding Corp. (REFCORP obligations)
(6) Farm Credit Svstem
Consolidated systemwide bonds and notes
(c) Money market funds registered under the Federal Investment Company Act
of 1940, whose shares are registered under the Federal Securities Act of 1933, and having
a rating by S&P of AAAm-G, AAAm or AAm and if rated bY,Moody's rated Aaa, Aal or
Aa2.
(d) Certificates of deposit secured at all times by Government Obligations and/or
collateral described in (I) above. Such certificates must be issued by commercial banks,
savings and loan associations or mutual savings banks. The collateral must be held by a third
party and the bondholders must have a perfected first security interest in the collateral.
(e) Certificates of deposit, savings accounts, deposit accounts or money market
deposits which are fully insured by FDIC, including Bl F and SAlF
(f) Investment Agreements, including guaranteed investment contracts forward
purchase agreements and reserve fund put agreements acceptable to MBIA.
15
,
(g) Commercial paperrated, at the time of purchase, "Prime - I" by Moody's and
"A- I" or better by S&P
(h) Bonds or notes issued by any state or municipality which are rated by
Moody's and S&P in one of the two highest rating categories assigned by such agencies.
(i) Federal funds or bankers acceptances with a maximum term of one year of
any bank which has an unsecured, uninsured and unguaranteed obligation rating of "Prime -
I" or "A3" or better by Moody's and "A-I" or "A" or better by S&P
(j) Repurchase agreements which provide for the transfer of securities from a
dealer bank or securities firm (sellerlborrower) to the County, the Corporation or the Trustee
(buyer/lender), and the transfer of cash from a municipal entity to the dealer bank or
securities firm with an agreement that the dealer bank or securities firm will repay the cash
plus a yield to the municipal entity in exchange for the securities at a specified date.
Repurchase Agreements must be for a period of thirty (30) days or less and satisfy
the following criteria or be approved by MBIA.
(a) Repos must be between the County, the Corporation or the Trustee
and a dealer bank or securities firm.
(i) Primary dealers on the Federal Reserve reporting dealer list
which are rated "A" or better by S&P and Moody's, or
(ii) Banks rated "A" or above by S&P and Moody's.
(b) The written repo contract must include the following:
(i) Securities which are acceptable for transfer are:
(A) Direct U.S. governments, or
(B) Federal agencies backed by the full faith and credit of
the U.S. government (and FNMA & FHLMC)
(ii) The term of the repo may be up to thirty (30) days.
(iii) The collateral must be delivered to the County, the
Corporation, the Trustee (if the Trustee is not supplying the collateral) or a
third party acting as agent for the Trustee (if the Trustee is supplying the
collateral) before/simultaneous with payment (perfection by possession of
certificated securities).
(iv) Valuation of Collateral
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(A) The securities must be valued weekly, marked-to-
market at current market price plus accrued interest.
(1) The value of collateral must be equal to one
hundred four percent (104%) of the amount of cash
transferred by the municipal entity to the dealer bank or
security firm under the repo plus accrued interest. Ifthe value
of securities held as collateral slips below one hundred four
percent (104%) of the value of the cash transferred by
municipality, then additional cash and/or acceptable securities
must be transferred. If, however, the securities used as
collateral are FNMA or FHLMC, then the value of collateral
must equal one hundred five percent (105%).
(c) Legal opinion which must be delivered to the County or the
Corporation.
(i) Repo meets guidelines under state law for legal investment of
public funds.
(k) Any state administered pooled investment fund in which the Corporation is
statutorily permitted or required to invest.
(I) Other forms of investments approved in writing by the Bond Insurer with
notice to S&P
"Issuance Account" means the account in the Project Fund created and so designated by
Section 401 of this Series Resolution.
"Issuance Costs" means the costs described in Section 402 of this Series Resolution.
"Principal Account" means the account in the Bond Fund created and so designated by
Section SOl of this Series Resolution.
"Principal and Interest Requirements" for any Bond Year means the sum of the Principal
Requirements and Interest Requirements for such Bond Year
"Principal Requirements" for any Bond Year means the sum of (i) the amount required, if
any, to pay the principal of all Outstanding Serial Bonds due on October 1 of the following Bond
Year and (ii) the Sinking Fund Requirement for Term Bonds on October I of the following Bond
Year
"Project" means (i) the renovation and improvement of certain of the County's health care
facilities and (ii) the reimbursement and payment to the Corporation for a portion of the cost of
acquinng Cape Fear Hospital and related assets and provision of working capital.
17
,
"Project Account" means the account in the Project Fund created and so designated by
Section 401 of this Series Resolution.
"Project Fund" means the New Hanover County 1999 New Hanover Regional Medical Center
Project Fund created and so designated by Section 401 of this Series Resolution.
"Redemption Fund" means the New Hanover County 1999 New Hanover Regional Medical
Center Redemption Fund created and so designated by Section 501 of this Series Resolution.
"Regular Record Date" means the fifteenth (15th) day (whether or not a business day) ofthe
month preceding each Interest Payment Date.
"Second Amendment to Lease Agreement" means the Second Amendment to Lease Agreement
dated as of February 15, 1999 by and between the County and the Corporation.
"Securities Depository"means The Depository Trust Company, New York, New York or other
recognized securities depository selected by the County, which maintains a book-entry system in
respect of the Bonds, and shall include any substitute for or successor to the securities depository
initially acting as Securities Depository
"Securities Depository Nominee" means, as to any Securities Depository, such Securities Depository
or the nominee of such Securities Depository in whose name there shall be registered on the
registration books maintained by the Trustee the Bond certificates to be delivered to and
immobilized at such Securities Depository during the continuation with such Securities Depository
of participation in its book-entry system.
"Serial Bonds" means the Bonds designated as such in the certificate ofthe Finance Director
delivered pursuant to paragraph (f) of Section 204 herein.
"Series Resolution" means this Series Resolution, including any amendments or supplements
hereto.
"Sinking Fund Account" means the account in the Bond Fund created and so designated by
Section 50 I of this Series Resolution.
"Sinking Fund Requirement" means, with respect to the Term Bonds for any Bond Year, the
principal amount fixed or computed as hereinafter provided for the retirement of such Term Bonds
by purchase or redemption on October 1 of the following Bond Year
The Sinking Fund Requirement for the Term Bonds for each Bond Year shall be initially the
respective principal amounts of such Term Bonds to be redeemed, or otherwise retired, on October I
of the following Bond Year.
The Term Bonds are subject to mandatory redemption in part by lot at 100% of the principal
amount of the Term Bonds being redeemed plus accrued interest to the date of redemption on
October 1 in the years and in the amounts set forth pursuant to Section 204(1)(3) hereof in a
certificate of the Finance Director
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, .
The Sinking Fund Requirement for the Term Bonds for each Bond Year shall be met by providing
for the retirement of such Term Bonds by purchase or redemption on October I of the following
Bond Year The aggregate amount of such Sinking Fund Requirements for the Term Bonds shall
be equal to the aggregate principal amount ofthe Term Bonds. The Sinking Fund Requirements for
the Term Bonds shall begin in the Bond Year determined as provided above and shall end with the
Bond Year immediately preceding the maturity of such Term Bonds (such final installment being
payable at maturity and not redeemed).
On or before the 45th day next preceding any October I on which Term Bonds are to be retired
pursuant to the Sinking Fund Requirement, the County may deliver to the Trustee for cancellation
Term Bonds required to be redeemed on such October I in any aggregate principal amount desired
and receive a credit against amounts required to be transferred from the Sinking Fund Account on
account of such Term Bonds in the amount of 100% of the principal amount of any such Term
Bonds so purchased. Any principal amount of Term Bonds delivered to the Trustee for cancellation
and cancelled in excess ofthe principal amount required to be redeemed on such October I shall be
credited against and reduce the principal amount of future Sinking Fund Requirements in such
manner as shall be specified in a certificate of the County Representative in substantially the form
ofthe certificate filed with the Trustee pursuant to Section 505 of this Series Resolution.
If any Term Bonds of the same maturity are paid or redeemed by operation of the
Redemption Fund, the Trustee shall reduce future Sinking Fund Requirements therefor in such
manner as shall be specified in a certificate of the County Representative III substantially the fonn
of the certificate filed with Trustee pursuant to Section 505 of this Series Resolution.
"Term Bonds" means the Bonds designated as such in the certificate of the Finance Director
delivered pursuant to paragraph (f) of Section 204 herein.
Section 102. Rules of Construction. Words of the masculine gender shall be deemed and
construed to include correlative words ofthe feminine and neuter genders. Unless the context shall
otherwise indicate, the words "Bond", "owner", "Holder" and "Person" shall include the plural as
well as the singular number
ARTICLE II.
AUTHORIZATION, FORM, ISSUANCE AND DELIVERY OF BONDS
Section 201 Authorization of Bonds. For the purpose of providing funds, together with
other available funds, to accomplish the purposes stated in the recitals above and to pay certain
expenses incidental to the issuance of the Bonds, there shall be issued, under and pursuant to the
Constitution, the laws ofthe State, including the Act, the Bond Order and this Series Resolution, the
Bonds in the amounts and subject to the conditions herein provided.
Section 202. Form of Bonds Generallv The definitive Bonds are issuable in fully
registered form in denominations of$5,000 or any whole multiple thereof. The definitive Bonds
issued under the Provisions of Section 204 hereof shall be substantially in the form hereinabove set
19
forth, with such appropriate variations, omissions and insertions as are permitted or required by this
Series Resolution.
Section 203 Details of Bonds. The Bonds shall be dated February 15, 1999 and shall bear
interest until their payment, such interest to the maturity thereof being payable on October 1,1999
and semiannually thereafter on October 1 and April 1 in each year, and shall be stated to mature
(subject to the right of prior redemption) as hereinafter provided.
Each Bond shall bear interest from the Interest Payment Date next preceding the date on
which it is authenticated unless it is (a) authenticated upon any Interest Payment Date, in which
event it shall bear interest from such Interest Payment Date or (b) authenticated prior to the first
Interest Payment Date, in which event it shall bear interest from its date; provided, however, that if
at the time of authentication of any Bond interest is in default, such Bond shall bear interest from
the date to which interest has been paid.
Section 204 Issuance of Bonds. The Bonds shall be issued in an aggregate principal
amount not to exceed One Hundred Thirty Million Dollars ($130,000,000) and shall be designated
"Hospital Revenue Bonds (New Hanover Regional Medical Center Project) Series 1999 "
The Bonds shall bear interest (based on a 360-day year consisting of twelve 30-day months)
at the rates and shall be stated to mature, subject to the right of prior redemption as hereinafter set
forth, on October 1 in the years and amounts set forth in the certificate of the Finance Director
deli vered pursuant to paragraph (f) below
The Finance Director is hereby authorized to make such determinations as shall enable him
to deliver the certificate requIred by paragraph (f) of this section, and delivery of such certificate
shall be deemed approved by the Board of Commissioners of the County of the award of the Bonds
by the Local Government Commission and a direction to authenticate and deliver the Bonds to or
upon the orders of the purchasers thereof.
The Bonds shall be executed substantially in the form and in the manner hereinabove set
forth and shall be deposited with the Trustee for authentication, but before the Bonds shall be
delivered by the Trustee, there shall be filed with the Trustee the documents required by Section 208
of the Bond Order and the following:
(a) a copy, duly certified by the Clerk to the Board of Commissioners of the County to
be a true and correct copy, of this Series Resolution, the First Supplemental Bond Order and the
Second Amendment to Lease Agreement;
(b) a copy, duly certified by the Secretary or Assistant Secretary of the Corporation to
be a true and correct copy, of the resolutions adopted by the Board of Trustees of the Corporation
authorizing the execution, delivery and performance of the Second Amendment to Lease Agreement,
approving the First Supplemental Bond Order and this Series Resolution and approving the issuance
and sale of the Bonds;
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( c) an opinion of counsel for the County to the effect that (i) the County or the
Corporation has obtained from such governmental authorities, boards, agencies, or commissions
having jurisdiction over the Health Care System all approvals, consents, authorizations,
certifications, and other orders that are necessary for the operation of the Health Care System that
reasonably could have been obtained as of the date of delivery of the Bonds, and that if further
approvals, consents, authorizations, certifications, and orders are necessary for the operation of the
Health Care System such counsel has no reason to believe that the County or the Corporation will
not be able to obtain the same, when required, (ii) the Bond Order, the Series Resolution and all
other resolutIOns relating to the issuance of the Bonds have been duly adopted at meetmgs of the
Board duly called and held in accordance with law and at which quorums were present and acting
throughout, and that the Bond Order and such Series Resolution remain in full force and effect and
have not been amended or modified in any respect, (iii) the form, terms, execution and issuance of
the Bonds have been duly authorized, (iv) the form and terms of the Bond Order and the Series
Resolution for the Bonds have been duly authorized, (v) each of the Bond Order and the Series
Resolution constitutes a binding and valid agreement ofthe County that is enforceable in accordance
with its terms, (vi) no provision of the Bond Order or the Series Resolution violates any federal or
North Carolina statutory or constitutional provision, including without limitation any proviSIons of
the Act, or results in or constitutes a default under or conflicts with any agreement, indenture, or
other instrument to which the County is a party or by which it may be bound, or any current order,
rule, regulation, decree, or ordinance of any court, government, governmental authority or body
having jurisdiction over the County or its property, and of which she has knowledge after due
inquiry, (vii) the adoption of the Bond Order and the Series Resolution is not subject to any
authorization, consent, approval, or review of any governmental body, public officer, or regulatory
authority required on the date of her opinion and not theretofore obtained or effected, (VIii) there IS
no litigation, proceeding, or governmental investigation pending or threatened before any court or
governmental agency or body challenging the validity of the Bond Order or the Series Resolution
or the transactions contemplated therein, or of the Bonds, or the corporate existence or the
boundaries ofthe County or the title of any of the officers of the County to their respective offices,
and (ix) all conditions precedent to the delivery of the Bonds have been fulfilled;
(d) an opinion of counsel for the Corporation to the effect that (i) the County or the Corporahon
has obtained from such governmental authorities, boards, agencies, or commissions having
jurisdiction over the Health Care System all approvals, consents, authorizations, certifications, and
other orders that are necessary for the operation of the Health Care System that reasonably could
have been obtained as of the date of delivery of the Bonds, and that iffurther approvals, consents,
authorizations, certifications, and orders are necessary for the operation of the Health Care System
such counsel has no reason to believe that the County or the Corporation will not be able to obtain
the same, when required, (ii) the Bond Order, the Series Resolution and all other resolutions relating
to the issuance of the Bonds have been duly approved at meetings of the Board of Trustees of the
Corporation duly called and held in accordance with law and at which quorums were present and
acting throughout, and (iii) there is no litigation, proceeding, or governmental investigation pending
or threatened before any court or governmental agency or body challenging the validity of the Bond
Order or the Series Resolution or the transactions contemplated therein, or of the Bonds, or the
corporate existence of the Corporation or the title of any of the officers of the Corporation to their
respectIve offices;
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(e) an opinion of bond counsel to the effect that the issuance ofthe Bonds has been duly
authorized, that the Bonds constitute valid and binding special obligations of the County in
accordance with their terms and that assuming compliance with the requirements of the Code and
certain covenants in this Series Resolution, under existing law interest on the Bonds is excluded from
gross income for federal income tax purposes and is exempt from North Carolina income taxes;
(f) a certificate or certificates of the Finance Director collectively setting forth the following:
(I) the aggregate principal amount of Bonds to be issued, not in excess of the
maximum amount previously established in this Section 204,
(2) the designation of and the schedule of maturities and amounts of the Serial
Bonds,
(3) the designation of and the Sinking Fund Requirements for and amount of the
Term Bonds,
(4) the true interest cost of the Bonds, not to be in excess of 5.95% per annum,
(5) the optional redemption dates and redemption premium, if any, not in excess
of the amount established in Section 301(b),
(6) whether the redemption provisions of Section 301(e) shall apply, and ifso the
applicable redemption price, not in excess of 102%, and
(g) evidence of compliance with Section 1201 of the Bond Order
When the documents mentioned in Section 208 ofthe Bond Order and paragraphs (a) to (g),
inclusive, of this Section shall have been filed with the Trustee and when the Bonds shall have been
executed and authenticated as required by this Series Resolution and the Bond Order, the Trustee
shall deliver the Bonds at one time to the State Treasurer for delivery to the Secunties Depository,
but only upon payment to the Trustee of the purchase price of the Bonds and the accrued interest,
if any, thereon.
Simultaneously with the delivery ofthe Bonds, the proceeds (including any accrued interest
and any earnings on the good faith deposit received from the purchasers of the Bonds) of the Bonds
(net of any underwriting discount and discount to investors) shall be applied by the Trustee in
accordance with instructions from the County as follows:
(I) for deposit to the credit of the Interest Account, the amount received as
accrued interest, if any, on the Bonds;
(2) to the Local Government Commission of North Carolina, an amount to pay
its issuance fees in connection with the issuance of the Bonds;
(3) to the Bond Insurer, an amount to pay for the Bond Insurance;
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(4) for deposit to the credit of the Issuance Account, an amount to pay certain expenses
incurred in connection with the issuance of the Bonds;
(5) to NationsBank, NA, an amountto repay in part a loan incurred by the COIporation
to acquire Cape Fear Hospital and related assets;
(6) for deposit to the credit of the Project Account, the balance of the proceeds
of the Bonds received by the Trustee (including any earnings on the good faith deposit
received from the underwriters of the Bonds).
ARTICLE III.
REDEMPTION OF BONDS
Section 301 Terms of Red emotion.
(a) The Bonds shall not be subject to prior redemption except as provided in this Article
III and in Article III of the Bond Order
(b) The Bonds maturing on or after the date specified by the Finance Director in his certificate
delivered pursuant to paragraph (f) of Section 204 (such date not to be later than October 1,2029)
shall be subject to redemption by the County at the direction of the Corporation, in whole or in part
(by lot wIthin a maturity) on any date, provided that in no event shall such redemption be at a
redemption price of greater than 102% of the principal amount thereof, plus interest accrued to the
redemption date.
(c) The Bonds are required to be redeemed to the extent of any Sinking Fund
Requirement therefor on the October I immediately following each Bond Year in which there is a
Sinking Fund Requirement, upon payment of 100% of the principal amount thereof plus accrued
interest to the redemption date.
(d) The Bonds are subject to redemption by the County at the direction of the
Corporation in whole or in part at a redemption price equal to 100% of the principal amount thereof,
without premium, plus accrued interest to the redemption date, from Net Proceeds (as defined in the
Bond Order) resulting from insurance carried or maintained with respect to the Health Care System
as required by clauses (ii) and (v) of Section 608(a) ofthe Bond Order, and Net Proceeds resulting
from Eminent Domain (as defined in the Bond Order) proceedings, pursuant to Section 609 of the
Bond Order, to the extent such Net Proceeds exceed 10% of Net Book Value(as defined in the Bond
Order). The Bonds are also subject to redemption, in whole only, from money deposited by the
Corporation in the Redemption Fund at a redemption price equal to 100% of the principal amount
thereof, without premium, plus accrued interest to the redemption date in the event that, by reason
of any change in any federal or State law or of any legislative, administrative or judicial action or
administrative failure of action, (i) the Lease becomes unenforceable or impossible to perform
without unreasonable delay or (ii) unreasonable burdens or excessive liabilities are imposed on the
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County or the Corporation, including, without limitation, the imposition of federal, State or other
ad valorem property, income or other taxes not being imposed on the date of the Lease.
[To apply or not, based on certificate referred to in Section 204(1)] [(e)The Bonds are
subject to redemption by the County at the direction of the Corporation in whole or in part
at any time at a redemption price equal to _ % ofthe principal amount thereof, plus accrued
interest to the redemption date, in the event that the County or the Corporation sells, leases
or otherwise disposes of any property and as a result, based on an opinion of bond counsel, the
Corporation or the County determines that unless remedial measures are taken pursuant to
any revenue procedure, revenue ruling or regulation of the Internal Revenue Service, the
exclusion of interest on the Bonds to be redeemed from the gross income ofthe owners thereof
for federal income tax purposes will be adversely affected.]
Section 302. Selection of Bonds to Be Redeemed. The Bonds shall be redeemed only in
whole multiples of$5,000. Not later than the forty-fifth (45th) day prior to the redemption date, the
County shall select the maturity or maturities and the amount of each maturity of the Bonds to be
redeemed in accordance with the terms and provisions of this Series Resolution and shall advise the
Trustee in writing of its election to redeem. An amount of cash or Defeasance Obligations which,
together with the interest to be earned thereon, shall be sufficient to effect such redemption shall be
transferred to the Trustee for deposit to the Redemption Fund not later than the redemption date.
Ifless than all of the Bonds of any maturity are to be called for redemption, the Trustee shall
select by lot, in such manner as the Trustee m its discretion may determine, the Bonds to be
redeemed withm each matunty, including each Sinking Fund Requirement, each $5,000 portion of
principal being counted as one Bond for this purpose; provided that for so long as the Holder IS a
Securities Depository Nominee, such selection shall be made by the SecuritIes Depository
Section 303 Redemption Notice. Not less than thirty (30) days but not more than sixty
(60) days before theredemption date of any Bonds, whether such redemption be in whole or in part,
the Trustee shall cause a notice of any redemption signed by the Trustee to be mailed, postage
prepaid, to all Holders owning Bonds to be redeemed in whole or in part. Failure to mail any such
notice to any Holder or any defect in any notice so mailed shall not affect the validity of the
proceedings for the redemption ofthe Bonds of any other Holders. Each such notice shall set forth.
the CUSIP numbers and bond certificate numbers of the Bonds to be redeemed, the interest rate of
the Bonds to be redeemed, the date of issuance of the Bonds to be redeemed, the date fixed for
redemption, the Redemption Price to be paid, the maturities of the Bonds to be redeemed and, in the
case of Bonds to be redeemed in part only, the portion of the principal amount thereof to be
redeemed, the address and telephone number of the Trustee, the date of the redemption notice, and
that on the redemption date the Bonds called for redemption will be payable at the principal
corporate trust office of the Trustee, that from that date interest will cease to accrue and be payable
and that no representation is made as to the accuracy or correctness of the CUSIP numbers printed
therein or on the Bonds and that, on any day prior to the tenth (lOth) Business Day preceding the date
fixed for redemption, the County has the right, at the request of the Corporation, to revoke such
redemption in accordance with the provisions of this Series Resolution, in which case the Bonds
shall not be redeemed on such date and any notice of redemption mailed to the Holders will be null
and void. If any Bond is to be redeemed in part only, the notice of redemption shall state also that
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on or after the redemption date, upon surrender of such Bond, a new Bond in principal amount equal
to the unredeemed portion of such Bond will be issued.
The Trustee shall also take the following actions with respect to such notice of redemption:
At least 30 days prior to the date of redemption, such notice shall be given by (i) registered
mail or certified mail, postage prepaid, (ii) telephonically registered confirmed facsimile
transmission or (iii) first class mail, postage prepaid, to each of the following securities depositories
at the addresses and transmission numbers given, or such other address or transmission number as
may have been delivered in writing to the Trustee for such purpose not later than the close of
business on the day before such notice is given.
(I) The Depository Trust Company
711 Stewart Avenue
Garden City, New York 11530
Facsimile transmission.
(516) 227-4039
(516) 227-4190
(2) Philadelphia Depository Trust Company
Reorganization Division
1900 Market Street
Philadelphia, Pennsylvania 19103
Facsimile transmission.
(215) 496-5058
At least 30 days before the date ofredemption, such notice shall be given by (i) registered
or certified mail, postage prepaid, or (ii) overnight delivery service to at least two of the following
services selected by the Trustee:
(I) Financial Information, Inc.'s Daily Called Bond Service;
(2) Kenny Information Service's Called Bond Service;
(3) Moody's Called Bond Record; or
(4) Standard & Poor's Called Bond Record.
At least 30 days before the date of redemption, such notice shall be given by first class mail,
postage prepaid, to the Local Government Commission.
Neither failure to receive any such notice nor any defect in any such notice so given shall
affect the sufficiency of the proceedings for the redemption of such Bonds. Each check or other
transfer of funds issued by the Trustee for the purpose of redeeming Bonds shall bear, to the extent
practicable, the CUSIP Number identifying the Bonds being redeemed with the proceeds of such
check or other transfer.
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Notice of redemption of Bonds shall be given by the Trustee, at the expense of the
Corporation, for and on behalf of the County.
Failure by the Trustee to give any notice pursuant to this Section 303 to anyone or more of
the securities depositories or information services named therein shall not affect the sufficiency of
the proceedings for redemption.
Section 304 Revocation of Red emotion Notice. Notwithstanding any other provision of
this Series Resolution, if, on any day prior to the tenth (10th) Business Day preceding any date fixed
for redemption of Bonds pursuant to Section 301(b) or 301(d) [or 301(e)]) hereof, the County
notifies the Trustee in writing that the County, at the direction of the Corporation, has elected to
revoke its election to redeem such Bonds, the Bonds shall not be redeemed on such date, and any
notice ofredemption mailed to the Holders pursuant to Section 303 hereof shall be null and void.
In such event, within five (5) Business Days after the date on which the Trustee receives notice of
such revocation, the Trustee shall cause a notice of such revocation signed by the Trustee to be
mailed, first-class, postage prepaid, to all Holders owning such Bonds.
ARTICLE IV.
PROJECT FUND
Section 401 Proiect Fund. A special fund is hereby established with the Trustee and
designated "New Hanover County 1999 New Hanover Regional Medical Center Project Fund"
(herein sometimes called the "Project Fund") in which there is established a Project Account and an
Issuance Account. Any money received by the Trustee or the County from any source for the Proj ect
shall be deposited as soon as practicable upon its receipt to the credit of the Project Account.
The money in the Project Fund shall be held by the Trustee in trust and, subject to the
provisions of Section 406 of this Series Resolution, shall be applied to the payment of the Cost of
the Project, and, pending such application, shall be subject to a lien and charge in favor of the
Holders ofthe Bonds and shall be held for the security of such Holders.
Section 402. Payments from Proiect Fund. Payment of the Cost of the Project shall be
made from the Project Fund. All payments from the Project Fund shall be subject to the provisions
anCl restrictions set forth in this Article, and the County covenants that it will not cause or permit to
be paid from the Project Fund any sums except in accordance with such provisions and restrictions.
All issuance costs, within the meaning of Section 1 47(g) of the Code ("Issuance Costs"), incurred
in connection with the Bonds and to be financed from the proceeds ofthe sale ofthe Bonds shall be.
paid only from the Iss\lance Account ofthe Project Fund. Examples ofIssuance Costs include (but
are not limited to) the following, if any'
(1) counsel fees (including bond counsel, underwriter's counsel, issuer's counsel,
corporation counsel in the case of borrowings such as those herein contemplated, as well as
any other specialized counsel fees incurred in connection with the borrowing);
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(2) rating agency fees;
(3) depositary fees incurred in connection with the borrowing;
(4) paying agent and certifying and authenticating agent fees related to issuance
of the Bonds;
(5) accountant fees related to issuance of the Bonds;
(6) Local Government Commission fees;
(7) printing costs (for the Bonds and of preliminary and final offering materials);
(8) costs incurred in connection with the required public approval process (e.g.,
publication costs for public notices generally and costs ofthe public hearing); and
(9) costs of engineering and feasibility studies necessary to the issuance of the
Bonds (as opposed to such studies related to completion of the Project, but not to the
financing).
Furthermore, other items which constitute Costs ofthe Project (as described in Section 403
hereof) may be paid from the Issuance Account.
Section 403 Cost ofProiect. For the purpose of this Series Resolution, the Cost of the
Project shall embrace such costs as are eligible costs within the purview of the Act and, without
intending thereby to limit or restrict any proper definition of such Cost, shall include the followmg:
(a) the cost of all labor, materials and services, the cost of all lands, property, rights,
rights of way, easements, franchises and other interests as may be deemed necessary or convenient
for such acquisition, construction and equipping, the cost of all machinery and equipment, financing
charges, engineering and legal expenses, costs of plans, specifications, surveys, other expenses
necessary or incident to determining the feasibility or practicality of such acquisition, construction
and equipping, administrative expenses, and such other expenses as may be necessary or incident
to the financing, acquisition and construction of the Project and the placing of the Project in
operation;
(b) Issuance Costs;
(c) the cost of borings and other preliminary investigations to determine foundation or
other conditions, expenses necessary or incident to determining the feasibility or practicability of
constructing the Project and fees and expenses of engineers, architects, management consultants and
hospital consultants for making studies, surveys and estimates of expenses and of engineers and
architects for preparing plans and specifications and supervising construction as well as for the
performance of all other duties of engineers and architects set forth herein in relation to the
acquisition and construction of the Project;
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(d) all other items of expense not elsewhere in this Section specified incident to the acquisition,
construction and equipping of the Project and the financing thereof, including the acquisition of
lands, property rights, rights of way, easements, franchises and interests in or relating to lands, title
insurance, costs of surveys and other expenses in connection with such acquisition, and expenses of
administration, all properly chargeable to the acquisition, construction and equipping ofthe Project;
(e) interest on the Bonds during the period of construction ofthe Project and for a period
not exceeding twenty-four months thereafter;
(f) the cost of the Bond Insurance;
(g) obligations or expenses heretofore or hereafter incurred or paid by the County or the
Corporation for any of the foregoing purposes.
Section 404 Requisitions from Proiect Fund. Payments from the Project Fund shall be
made in accordance with the provisions ofthis Section. Before any such payment shall be made,
the County and the Corporation shall file with the Trustee:
(a) a requisition, signed by the County Representative and the Corporation
Representative, in the form attached hereto as Exhibit A, stating:
(i) the item number of each such payment,
(ii) the name of the person, firm or corporation to whom each such payment is
due (unless the payment is for the Corporation's working capital),
(iii) the respective amounts to be paid,
(iv) the purpose by general classification for which each obligation to be paid was
incurred,
(v) that obligations in the stated amounts have been incurred and are currently
due and payable and that each item thereof is a proper charge against the Project Fund and
has not been paid,
(vi) that no notice of any lien, right to lien or attachment upon, or claim affecting
the right of any such persons, firms or corporations to receive payment of the respective
amounts stated in such requisition, has been filed or attached or, if any ofthe foregoing have
been filed or attached, that the same will be satisfied or discharged or that provisions have
been made (which shall be specified) to adequately protect the Trustee and the Holders from
incurring any loss as a result ofthe same,
(vii) that such requisition contains no item representing payment on account of any
retainage to which the County or the Corporation is entitled at the date of such requisition,
and
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(viii) whether such requisition shall be paid from the Project Account or the
Issuance Account and whether it relates to working capital of the Corporation.
(b) as to obligations payable to contractors on account of construction costs, a certificate
signed by the Independent Architect and attached to such requisition certifying his approval thereof.
( c) as to obligations payable from the Project Account, a certificate signed by the County
Representative and the Corporation Representative and attached to such requisition that such
obligations do not represent Issuance Costs.
Upon receipt of each requisition and accompanying certificate, the Trustee shall pay the obligations
set forth in such requisition out of money in the Project Fund, and each such obligation shall be paid
by check signed by one or more officers or employees of the Trustee designated for such purpose
by the Trustee. In making such payments, the Trustee may rely upon such requisitions. If for any
reason the County and the Corporation should decide prior to the payment of any item in a
requisition not to pay such item, it shall give written notice of such decision to the Trustee and
thereupon the Trustee shall not make such payment.
Section 405 Reliance Upon Requisitions. The Trustee may rely upon all requisitions and
opinions received by it as conditions of payment from the Project Fund. Such requisitions and
opmions shall be retained by the Trustee for a period of five years and shall be subject at all
reasonable times to examination by the County and the Corporation.
Section 406 Completion of the Proiect and Disposition ofProiect Fund Balance. When
the acquisition and construction of the Project shall have been completed, which fact shall be
eVidenced to the Trustee by a certificate signed by the County Representative and the Corporation
Representative to the effect that there are no mechanics', workers', repairmen's, architects',
engineers', surveyors', carriers', laborers', contractors' or materialmen's liens on any property
constituting a part of the Project on file in any public office where the same should be filed to be
perfected and that the time within which such liens can be filed has expired, the balance in the
Project Fund shall be transferred by the Trustee to the credit of the Bond Fund (and any account
therein) or the Redemption Fund, as the County shall direct.
ARTICLE V.
FUNDS AND ACCOUNTS
Section 501 Establishment of Funds and Accounts. In addition to the Project Fund
established by Article IV hereof, there are hereby established the following funds:
(a) The New Hanover County 1999 New Hanover Regional Medical Center Revenue
Bond Fund in which there are established three special accounts to be known as the Interest Account,
the Principal Account and the Sinking Fund Account; and
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(b) The New Hanover County 1999 New Hanover Regional Medical Center Redemption
Fund.
All funds and accounts shall be established with and held by the Trustee,
The money in each of said funds and accounts shall be held in trust and applied as hereinafter
provided, and, pending such application, shall be subject to a lien and charge in favor ofthe Holders
and held for the further security of the Holders, all as provided herein,
Section 502. Deposits. The County covenants that on the twenty-fifth day of each of the
months specified in connection with paragraphs (a), (b) and (c) below, it shall cause there to be
transferred for deposit with the Trustee an amount equal to the amounts payable under each of said
paragraphs. It shall be the duty ofthe Trustee to deposit the amounts so received to the credit of the
appropriate accounts in the order set forth below as such payments are received by the Trustee. Such
deposits shall continue until there shall have been deposited with the Trustee sufficient moneys for
the payment in full of all the amounts due and payable under this Series Resolution as follows:
(a) into the Interest Account, beginning on September 25, 1999 and continuing on the
25th day of each September and March thereafter, an amount equal to the interest payable on the
Bonds on the next ensuing Interest Payment Date;
(b) into the Principal Account, beginnmg September 25, _ and continuing on the
25th day of each September thereafter, an amount equal to the principal of all Serial Bonds due on
the next ensuing October I, and
(c) into the Sinking Fund Account, beginning September 25 ofthe year specified for such
purpose in the certificate ofthe Finance Director delivered pursuant to paragraph (I) of Section 204
hereof, and continuing on the 25th day of each September thereafter, the amount required to retire
the Term Bonds to be called by mandatory redemption or to be paid at maturity on the next ensuing
October I, in accordance with the Sinking Fund Requirement therefor
To the extent that investment earnings are credited to the Interest Account, the Principal Account
or the Sinking Fund Account in accordance with Section 602 hereof or amounts are credited thereto
as a result ofthe application of Bond proceeds or a transfer of investment earnings on any other fund
or account held by the Trustee, or otherwise, future deposits to such accounts shall be reduced by
the amount so credited, and the deposits following the date upon which such amounts are credited
shall be reduced by the amounts so credited.
After giving effect to the credits specified above, if any previous deficiency shall eXist in any
of the reqmred payments or any deficiency or loss may exist in any ofthe above-mentioned accounts
and funds, the Trustee shall notify the County and the Corporation of such deficiency or loss and the
County shall cure such deficiency or loss as hereinafter provided in this Article.
Section 503 Application ofMonev in the Interest Account. Not later than the close ofbusiness
on the Business Day preceding each Interest Payment Date or date for the payment of Defaulted
Interest or date upon which Bonds are to be redeemed, the Trustee shall withdraw from the Interest
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Account and remit by mail to each Holder that is not a Securities Depository Nominee the amount
required for paying interest on the Bonds when due and payable.
At such time as to enable the Trustee to make payments of interest on the Bonds in
accordance with any existing agreement between the Trustee and any Securities Depository, the
Trustee shall withdraw from the Interest Account and remit by wire transfer, in Federal Reserve or
other immediately available funds, the amounts required to pay to any Holder which is a Securities
Depository Nominee interest on the Bonds on the next succeeding Interest Payment Date; provided,
however, that such wire transfer shall be made not later than 10'00 A.M., New York City time, on
each Interest Payment Date.
In the event the balance in the Interest Account on the second Business Day next preceding
an Interest Payment Date or date upon which Bonds are to be redeemed is insufficient for the
payment of interest becoming due on the Bonds on the next ensuing Interest Payment Date or date
upon which Bonds are to be redeemed, the Trustee shall notify the County and the Corporation of
the amount of the deficiency Upon notification, the County shall immediately deliver to the Trustee
an amount sufficient to cure the same.
Section 504 Application ofMonev in the Principal Account. Not later than the close of
business on the Business Day immediately preceding each October I, commencing October I ofthe
year specified as the first year for the redemption of Term Bonds pursuant to the Sinking Fund
Requirements in the certificate ofthe Finance Director delivered pursuant to paragraph (I) of Section
204 hereof, the Trustee shall withdraw from the Principal Account and, not later than 10'00 A.M.,
New York City time, set aside in a special account in its corporate trust department the amount
necessary to pay the principal of all Serial Bonds due on such October I
If at any date there shall be money in the Principal Account and no Serial Bonds are then
Outstanding or if on any principal payment date money remains therein after the payment of the
principal of Serial Bonds then due, the Trustee shall withdraw such money therefrom and shall
deposit the same in the Sinking Fund Account and credit the same against future transfers to such
Account by the County
In the event the balance in the Principal Account on the second Business Day next preceding
a principal payment date is insufficient to pay principal becoming due on such principal payment
date, the Trustee shall notify the County and the Corporation ofthe amount of the deficiency Upon
notification, the County shall immediately deliver to the Trustee an amount sufficient to cure the
same.
Section 505 Application of Monev in the Sinking Fund Account. Money held for the
credit of the Sinking Fund Account shall be applied during each Bond Year to the purchase or
retirement of the Term Bonds then Outstanding as follows:
(a) The Trustee shall endeavor to purchase and cancel Term Bonds or portIons thereof
then subject to redemption by operation of the Sinking Fund Account or maturing on the next
ensuing October 1 at the most advantageous price obtainable with reasonable diligence. The
purchase price of each such Term Bond shall not exceed the Redemption Price proVIded 111 Section
31
301(c) of this Series Resolution which would be payable on the next October I to the Holders of
such Bonds under the provisions of Article III of this Series Resolution if such Bonds or portions
thereof were called for redemption on such date, plus accrued interest to the date of purchase. The
Trustee shall pay the interest accrued on such Term Bonds to the date of settlement therefor from
the Interest Account or from funds made available by the County therefor and shall pay the purchase
price from the Sinking Fund Account, but no such purchase shall be made by the Trustee from
money in the Sinking Fund Account within the period offorty-five (45) days immediately preceding
any October I on which such Term Bonds are subject to redemption. The aggregate principal
amount of purchase price of Term Bonds during such Bond Year shall not exceed the amount
deposited in the Sinking Fund Account on account of the Sinking Fund Requirement for the Term
Bonds for such Bond Year. If in any Bond Year the sum of the amount on deposit in the Sinking
Fund Account for the payment of any Term Bonds plus the principal amount of the Term Bonds that
were purchased during such Bond Year pursuant to the provisions of this paragraph (a) exceeds the
Sinking Fund Requirement for the Outstanding Term Bonds for such Bond Year, the Trustee shall
endeavor to purchase Outstanding Term Bonds, upon written direction from the County, with such
excess money; and
(b) The Trustee shall call for redemption, on October I in each Bond Year, Term Bonds
then subject to redemption in a principal amount equal to the aggregate Sinking Fund Requirement
for the Term Bonds for such Bond Year, less the principal amount of any such Term Bonds retired
during such Bond Year by purchase pursuant to clause (a) of this Section. Such redemption shall
be made pursuant to the provisions of Article III ofthis Series Resolution. On each such redemption
date the Trustee shall withdraw from the Sinking Fund Account the amount required to pay the
Redemption Price of the Term Bonds so called for redemption. The amount of interest on the Term
Bonds so called for redemption shall be paid from the Interest Account. If such date is the stated
maturity date of any such Term Bonds, the Trustee shall not call such Term Bonds for redemption
but, on such matunty, shall withdraw from the Sinking Fund Account and not later than 10'00 A.M.,
New York City time, on such date set aside in a special account in its corporate trust department the
amount required for paying the principal of such Term Bonds when due and payable.
If at any date there shall be money in the Sinking Fund Account and no Term Bonds are then
Outstanding or if on any payment date money remains therein after the mandatory redemption of
Term Bonds in accordance with the Sinking Fund Requirement therefor, the Trustee shall withdraw
such money therefrom and deliver the same to the Corporation.
In the event the balance in the Sinking Fund Account on the second Business Day next preceding
a date upon which Term Bonds are to mature or to be redeemed in accordance with any Sinking
Fund Requirement therefor is insufficient to satisfy such Sinking Fund Requirement, the Trustee
shall notify the County and the Corporation ofthe amount of the deficiency Upon notification, the
County shall immediately deliver to the Trustee an amount sufficient to cure the same.
If, in any Bond Year, by the application of money in the Sinking Fund Account, the Trustee
should purchase and cancel Term Bonds in excess of the aggregate Sinking Fund Requirement for
such Bond Year, the Trustee shall file with the County not later than the twentieth (20th) day pnor
to the next October I on which Term Bonds are to be redeemed a statement identifying the Term
Bonds purchased during such Bond Year and the amount ofsuch excess. The County shall thereafter
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cause a certificate of a County Representative to be filed with the Trustee not later than the tenth
(10th) day prior to such October I, setting forth with respect to the amount of such excess the Bond
Years in which the Sinking Fund Requirements with respect to Term Bonds are to be reduced and
the amount by which the Sinking Fund Requirements so determined are to be reduced.
Upon the retirement of any Term Bonds by purchase or redemption pursuant to the
provisions of this Section, the Trustee shall file with the County a statement identifYing such Term
Bonds and setting forth the date of purchase orredemption, the amount ofthe purchase price or the
Redemption Price of such Term Bonds, and the amount paid as interest thereon. The expenses
incurred in connection with the purchase or redemption of any such Term Bonds shall be paid by
the County from Revenues.
Section 506. Application of Monev in the Redemption Fund. Money held for the credit
of the Redemption Fund shall be applied to the purchase or redemption of Bonds, as follows:
(a) Subject to the provisions of paragraph (c) of this Section, the Trustee shall endeavor
to purchase and cancel Bonds or portions thereof, whether qr not such Bonds or portions thereof
shall then be subject to redemption, at the most advantageous price obtainable with reasonable
diligence, such price not to exceed the Redemption Price that would be payable on the next
redemption date to the Holder of such Bonds under the provisions ofthis Series Resolution if such
Bonds or portions thereof should be called for redemption on such date from the money in the
Redemption Fund. The Trustee shall pay any interest accrued on such Bonds or portions thereof to
the date of settlement therefor from the Interest Account or from other funds made available by the
County therefor and shall pay the purchase price from the Redemption Fund, but no such purchase
shall be made by the Trustee from money in the Redemption Fund within the period of forty-five
(45) days immediately preceding any Interest Payment Date or date on which Bonds are subject to
redemption.
(b) Subject to the provisions of paragraph ( c) of this Section, the Trustee shall call for
redemption in accordance with Article III hereof such amount of Bonds or portions thereof as, with
the redemption premium, if any, will exhaust the money then held for the credit of the Redemption
Fund as nearly as may be practicable; provided, however, that not less than Fifty Thousand Dollars
($50,000) principal amount of Bonds shall be called for redemption at anyone time. Such
redemption shall be made pursuant to the provisions of Article III ofthis Series Resolution. On the
Business Day preceding the redemption date, the Trustee shall withdraw from the Interest Account
and the Redemption Fund the respective amounts required for paying the interest on and the
Redemption Price of the Bonds or portions thereof so called for redemption.
(c) Money in the Redemption Fund shall be applied by the Trustee in each Bond Year
to the purchase or the redemption of the Bonds then Outstanding in accordance with the latest
certificate of a County Representative filed by the County with the Trustee deSignating the Bonds
to be purchased or redeemed.
Upon the retirement of any Bonds by purchase or redemption pursuant to the provisions of
this Section, the Trustee shall file with the County and the Corporation a statement Identifying such
Bonds and setting forth the date of purchase or redemption, the amount ofthe purchase price or the
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Redemption Price of such Bonds and the amount paid as interest thereon. The expenses in
connection with the purchase orredemption of any such Bonds are required to be paid by the County
from Revenues.
Section 507 Disposition of Fund Balances. After provision shall bemade for the payment
of all Outstanding Bonds, including the redemption premium, if any, and interest thereon, and for
the payment of all other obligations, expenses and charges required to be paid under or in connection
with this Series Resolution, and assuming the existence of no other bond orders, indentures or other
agreements imposing a continuing lien on the balances hereinafter mentioned, the Trustee shall pay
all amounts in any fund, account or subaccount then held by it under this Series Resolution, in the
manner directed by the Corporation, provided, however, that if a continuing lien has been imposed
on any such balance by another bond order, series resolution, indenture or agreement as to which the
Trustee has actual notice, the Trustee shall pay such balance to such person as such bond order,
indenture, series resolution or agreement shall provide.
Section 508. Securitv for the Bonds. In addition to the security for the Bonds granted by
the County pursuant to Section 405 ofthe Bond Order, the County hereby grants to the Holders and
to the Trustee, on behalf of such Holders, a pledge ofthe money and Investment Obligations in any
and all of the funds and accounts established under this Series Resolution.
Section 509 Arbitrage. The County agrees that money on deposit in any fund or account
maintained in connection with the Bonds, whether or not such money was derived from the proceeds
of the sale of the Bonds or from any other sources, and whether or not the Bonds are Outstanding
hereunder, (i) will not be used in a manner that would cause the Bonds to be "arbitrage bonds"
within the meaning of Section 148 of the Code and applicable regulations thereunder and (ii) will
be used in a manner that will cause the Bonds not to be "arbitrage bonds" within the meaning of
Section 148 of the Code and applicable regulations thereunder The County shall observe and not
violate the requirements of Section 148 of said Code and any such applicable regulations. In the
event the County is of the opinion that it is necessary to restrict or limit the yield on the investment
of money held by the Trustee pursuant to this Series Resolution, or to use such money in certam
manners, in order to avoid the Bonds being considered "arbitrage bonds" within the meaning of
Section 148 of the Code and the regulations thereunder as such may be applicable to the Bonds at
such time, the County may issue to the Trustee a written certificate to such effect and appropriate
instructions, in which event the Trustee shall take such action as is necessary to restrict or limit the
yield on such investment or to use such money in accordance with such certificate and instructions,
irrespective of whether the Trustee shares such opinion.
Section 510 Tax Covenant. The County covenants that it will not take any action which
will, or fail to take any action which failure will, cause interest on the Bonds to become includable
in the gross income ofthe Holders thereoffor federal income tax purposes pursuant to the provisions
of the Code and regulations promulgated thereunder in effect on the date of original issuance of the
Bonds; provided, however, that the County shall have no obligation to pay any amounts necessary
to comply with this covenant other than from Net Revenues or money received by the County from
the Corporation.
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ARTICLE VI.
DEPOSITARIES OF MONEY, SECURITY FOR DEPOSITS,
INVESTMENT OF FUNDS
Section 60 I Securitv for Deoosits. Any and all money deposited or caused to be deposited
by the County with the Trustee (or one or more other Depositaries as provided in the Bond Order),
except for the amounts in the Operating Fund to be used to pay operating Expenses, shall be trust
funds under the terms hereof and shall not be subject to any lien or attachment by any creditor ofthe
County or the Corporation. Such money shall be held in trust and applied in accordance with the
provisions of this Series Resolution and the Bond Order
Until money deposited with the Trustee or any other Depositary hereunder is invested in Investment
Obligations, the amount of money in excess of the amount guaranteed by the Federal Deposit
Insurance Corporation or other federal agency shall be continuously secured, for the benefit of the
County and the Holders, either (a) by lodging with a bank or trust company chosen by the Trustee
as custodian or, if then permitted by law, by setting aside under control of the trust department of
the bank holding such deposit, as collateral security, Government Obligations or other marketable
securities eligible as security for the deposit of trust funds under regulations of the Comptroller of
the Currency of the United States or applicable State law or regulations, having a market value
(exclusive of accrued interest) not less than the amount of such deposit, or (b) if the furnishing of
security as provided in clause (a) above is not permitted by applicable law, then in such other manner
as may then be required or permitted by applicable State or federal laws and regulations regarding
the security for, or granting a preference in the case of, the deposit of trust funds; provided, however,
that it shall not be necessary for the Trustee to give secunty for the deposit of any money with it for
the payment of the principal of or the redemption premium or the interest on any Bonds, or for the
Trustee or any Depositary to give security for any money that shall be represented by obligations
purchased under the provisions of this Article as an investment of such money
All money deposited with the Trustee or any Depositary shall be credited to the particular
fund or account to which such money belongs.
Section 602. Investment of Money Money held for the credit of all funds and accounts
created under this Series Resolution or the Bond Order shall be continuously invested and reinvested
by the Trustee in Investment Obligations to the extent practicable. Any such Investment Obligations
shall mature not later than the respective dates when the money held for the credit of such funds or
accounts will be required for the purposes intended. Notwithstanding the foregoing, no Investment
Obligations in any fund or account may mature beyond the latest maturity date of any Bonds
Outstanding at the time such Investment ObligatIons are deposited. For the purposes of this Section,
the maturity date of repurchase agreements is the maturity date of such repurchase agreements and
not the maturity date of the underlying obligations.
The County or the Corporation shall give to the Trustee written directions respecting the investment
of any money required to be invested hereunder, subject, however, to the provisions of this Article,
and the Trustee shall then invest such money under this Section as so directed by the County or the
Corporation. The Trustee may request, in writing, direction or authorization of the County or the
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Corporation with respect to the proposed investment of money under the provisions of this Series
Resolution. Upon receipt of such request, accompanied by a memorandum setting forth the details
of any proposed investment, the County or the Corporation will either approve such proposed
investment or will give written directions to the Trustee respecting the investment of such money
and, in the case of such directions, the Trustee shall then, subject to the provisions of this Article,
invest such money in accordance with such directions.
Investment Obligations credited to any fund or account established under this Series
Resolution or the Bond Order shall be held by or under the control ofthe Trustee and while so held
shall be deemed at all times to be part of such fund or account in which such money was originally
held, and the interest accruing thereon and any profit or loss realized upon the disposition or maturity
of such investment shall be credited to or charged against such fund or account; provided, however,
that prior to the completion of the Project, all income accruing on, and any profit or loss realized
upon the disposition or maturity of any investment in any fund or account shall be credited to or
charged against the Project Account. The Trustee shall reduce to cash a sufficient amount of such
Investment Obligations whenever it shall be necessary so to do in order to provide moneys to make
any payment or transfer of moneys from any such fund or account. The Trustee shall not be liable
orresponsible for any loss resulting from any such investment made in accordance with this Section.
Whenever a payment or transfer of money between two or more of the funds or accounts established
pursuant to this Series Resolution or the Bond Order is permitted or required, such payment or
transfer may be made in whole or in part by transfer of one or more Investment Obligations at a
value determined in accordance with this Article VI, provided that the Investment Obligations
transferred are those in which moneys of the receiving fund or account could be invested at the date
of such transfer
SectJon 603 Valuation. For the purpose of determining the amount on deposit to the credit
of any such fund or account, Investment Obligations in which money in any fund or account is
invested shall be valued (a) at cost if such Investment Obligations mature within six months from
the date of valuation thereof, and (b) ifsuch Investment Obligations mature more than six months
after the date of valuation thereof, at the price at which such Investment Obligations are redeemable
by the holder at his option if so redeemable, or, if not so redeemable, at the lesser of (i) the cost of
such Investment Obligations minus the amortization of any premium or plus the amortization of any
discount thereon and (ii) the market value of such Investment Obligations.
AIl Investment Obligations in all of the funds and accounts established under this Series Resolution
or the Bond Order, except the Operating Fund, shall be valued two (2) Business Days prior to any
Interest Payment Date. In addition, the Investment Obligations in such funds and accounts shall be
valued at any time requested by the County Representative or the Corporation Representative on
reasonable notice to the Trustee (which period of notice may be waived or reduced by the Trustee);
provided, however, that the Trustee shall not be required to value the Investment Obligations more
than once in any calendar month.
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ARTICLE VII.
EVENTS OF DEFAULT
Section 701 Events of Default. The events of default set forth in Section 701 ofthe Bond
Order shall each constitute an Event of Default under this Series Resolution, and the Trustee shall
have all rights and remedies hereunder as set forth in the Bond Order.
ARTICLE VIII.
THE TRUSTEE
Section 801 Acceptance of Duties bv Trustee. The Trustee shall signifY its acceptance of
the duties and obligations and the trusts imposed upon it by this Series Resolution and the Bond
Order by execution of the certificate of authentication on the Bonds.
ARTICLE IX.
SUPPLEMENTAL SERIES RESOLUTIONS
Section 901. Procedure for Adoption of Supplemental Series Resolutions. The County
may, from time to time and at any time, adopt such resolutions amending and supplementing the
provisions of this Series Resolution (i) in the same manner, subject to the provisions of Article XI
hereof, as is provided in Sections 1001 and 1002 of the Bond Order for the adoption of supple mental
bond orders and the provisions of said Sections 1001 and 1002 are hereby incorporated herein and
made applicable hereto in the same manner as if herein set forth, and (ii) to make conforming and
other changes deemed necessary or appropriate in connection with the delivery of a Replacement
Master Agreement pursuant to Section 620 of the Bond Order
Section 902. Exclusion of Bonds. Bonds owned or held by or for the account ofthe County
or the Corporation or any controlled affiliate shall not be deemed Outstanding Bonds for the purpose
of any consent or other action or any calculation of Outstanding Bonds provided for in this Article,
or Articles VII, VIII, X or XI of the Bond Order, and neither of such parties as Holders of such
Bonds shall be entitled to consent or take any other action provided for in this Article, or Articles
VII, VIII, X or XI of the Bond Order. At the time of any consent or other action taken under this
Article, or Articles VII, VIII, X or XI of the Bond Order, the County or the Corporation shall furnish
the Trustee a certificate signed by a County Representative or a Corporation Representative, upon
which the Trustee may rely, describing all Bonds so to be excluded.
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ARTICLE X.
DEFEASANCE
Section 1001 Cessation ofInterest of Holders and ReDeal of Series Resolution. If, when
(a) the Bonds shall have become due and payable in accordance with their terms or shall have been
duly called for redemption, or (b) irrevocable instructions to pay such Bonds at their respective
maturities or to call such Bonds for redemption, shall have been given by the County to the Trustee,
the whole amount of the principal and the interest and premium, if any, so due and payable upon all
Bonds shall be paid or if the Trustee shall hold sufficient money or noncallable Defeasance
Obligations the principal of and the interest on which, when due and payable, will provide sufficient
money to pay the principal of, and the interest and redemption premium, if any, on all Bonds then
Outstanding to the maturity date or dates of such Bonds or to the date or dates specified for the
redemption thereof, and ( c) sufficient funds shall also have been provided or provision made for
paying all other obligations payable hereunder by the County, in connection with an advance
refunding as shown by a verification report ofan Accountant as to the adequacy of the escrow, then
and in that case the right, title and interest ofthe Trustee hereunder and the obligations of the County
hereunder shall thereupon cease, and the County shall repeal this Series Resolution and the Trustee,
on demand ofthe County, shall distribute any surplus in any and all balances remaining in all funds
and accounts, other than money held for the redemption or payment of Bonds, as provided in Section
507 hereof. Otherwise, this Series Resolution shall be, continue and remain in full force and effect;
provided that, in the event Defeasance Obligations shall be deposited with and held by the Trustee
as hereinabove provided, (i) in addition to the requirements set forth in Article III of this Senes
Resolution, the Trustee, within thirty (30) days after such Defeasance ObligatIOns shall have been
deposited with it, shall cause a notice signed by the Trustee to be mailed, postage prepaid, to all
Holders setting forth (a) the date or dates, if any, designated for the redemption ofthe Bonds, (b) a
description of the Defeasance Obligations so held by it, and (c) that this Series Resolution has been
repealed in accordance with the provisions of this Section, but failure to mail any such notice to any
Holder shall not affect the validity of the defeasance of the Bonds pursuant to this Section and
(ii) (a) the Trustee shall nevertheless retain such rights, powers and privileges under this Series
Resolution and the Bond Order as may be necessary and convenient in respect of the Bonds for the
payment ofthe principal, interest and any premium for which such Defeasance Obligations have
been deposited and (b) the Trustee shall retain such rights, powers and privileges under this Series
Resolution and the Bond Order as may be necessary and convenient for the registration, transfer and
exchange of Bonds.
All money and Defeasance Obligations held by the Trustee pursuant to this Section shall be
held in trust and applied to the payment, when due, of the obligations payable therewith.
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ARTICLE XI.
MUNICIPAL BOND INSURANCE
So long as an Insurer Default shall not exist and the Bond Insurance remains in effect, the following
shall apply, notwithstanding any provision herein or in the Bond Order to the contrary'
Section I 10 1
Payments Under Bond Insurance.
(a) in the event that, on the second Business Day, and again on the Business Day, prior
to the payment date on the Bonds, the Trustee has not received sufficient moneys to pay all principal
of and interest on the Bonds due on the second following or following, as the case may be, Business
Day, the Trustee shall immediately notifY the Bond Insurer or its designee on the same Business Day
by telephone or telegraph, confirmed in writing by registered or certified mail, of the amount of the
deficiency
(b) if the deficiency is made up in whole or in part prior to or on the payment date, the
Trustee shall so notifY the Insurer or its designee.
(c) in addition, if the Trustee has notice that any Holder has been required to disgorge
payments of principal or interest on the obligation to a trustee in Bankruptcy or creditors or others
pursuant to a final judgment by a court of competent jurisdiction that such payment constitutes an
avoidable preference to such Holder within the meaning of any applicable bankruptcy laws, then the
Trustee shall notifY the Bond Insurer or its designee of such fact by telephone or telegraphic notice,
confirmed in writing by registered or certified mail.
(d) the Trustee is hereby irrevocably designated, appointed, directed and authorized to
act as attorney-in-fact for Holders of the obligations as follows:
(ix) if and to the extent there is a deficiency in amounts required to pay interest
on the Bonds, the Trustee shall (a) execute and deliver to State Street Bank and Trust
Company, N.A., or its successors under the Bond Insurance (the "Insurance Paying Agent"),
in form satisfactory to the Insurance Paying Agent, an instrument appointing the Bond
Insurer as agent for such Holders in any legal proceeding related to the payment of such
interest and an assignment to the Bond Insurer of the claims for interest to which such
deficiency relates and which are paid by the Bond Insurer; (b) receive as designee of the
respective Holders (and not as Trustee) in accordance with the tenor of the Bond Insurance
payment from the Insurance Paying Agent with respect to the claims for interest so assigned,
and (c) disburse the same to such respective Holders; and
(x) ifand to the extent ofa deficiency in amounts required to pay principal of the
Bonds, the Trustee shall (a) execute and deliver to the Insurance Paying Agent in form
satisfactory to the Insurance Paying Agent an instrument appointing the Bond Insurer as
agent for such Holder in any legal proceeding relating to the payment of such principal and
an assignment to the Bond Insurer of any of the Bond surrendered to the Insurance Paying
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Agent of so much of the principal amount thereof as has not previously been paid or for
which moneys are not held by the Trustee and available for such payment (but such
assignment shall be delivered only ifpayment from the Insurance Paying Agent is received),
(b) receive as designee of the respective Holders (and not as Trustee) in accordance with the
tenor of the Bond Insurance payment therefor from the Insurance Paying Agent, and
(c) disburse the same to such Holders.
(e) payments with respect to claims for interest on and principal of Bonds disbursed by
the Trustee from proceeds of the Bond Insurance shall not be considered to discharge the obligation
of the County with respect to such Bonds, and the Bond Insurer shall become the owner of such
unpaid Bond and claims for the interest in accordance with the tenor of the assignment made to it
under the provisions of this subsection or otherwise.
(f) irrespective of whether any such assignment is executed and delivered, the County
and the Trustee hereby agree for the benefit ofthe Bond Insurer that:
(i) they recognize that to the extent the Bond Insurer makes payments, directly
or indirectly (as by paying through the Trustee), on account of principal of or interest on the
Bonds, the Bond Insurer will be subrogated to the rights of such Holders to receive the
amount of such principal and interest from the County, with interest thereon as provided and
solely from the sources stated in the Bond Order and this Series Resolution and the Bonds;
and
(ii) they will accordingly pay to the Bond Insurer the amount of such princIpal
and interest (including principal and interest recovered under subparagraph (ii) of the first
paragraph of the Bond Insurance, which principal and interest shall be deemed past due and
not to have been paid), with interest thereon as provided in the Bond Order and this Series
Resolution and the Bond, but only from the sources and in the manner provided herein for
the payment of principal of and interest on the Bonds to Holders, and will otherwIse treat the
Bond Insurer as the owner of such rights to the amount of such principal and mterest.
(g) In connection with the issuance of additional bonds under the Bond Order, the County
shall deliver to the Insurer a copy ofthe disclosure document, if any, circulated with respect to such
additional bonds.
Section 1102. Concerning the Trustee.
(a) All notices concerning resignation orremoval of the Trustee shall also be sent to the
Bond Insurer
(b) No successor Trustee shall be appointed without the prior written consent of the Bond
Insurer
(c) The Bond Insurer, at any time, may remove the Trustee for "cause" by notice to the
County, the Trustee and the Corporation. The Trustee shall continue to act as Trustee hereunder and
40
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under the Bond Order and have the right to proceed to cure any gross negligence, willful misconduct
or failure or unwillingness to perform its duties (any of which shall be deemed to constitute "cause"),
for a period of two (2) weeks. If such cure is not effected within such time, the Trustee's functions
hereunder and under the Bond Order will be terminated immediately upon appointment of a
successor Trustee by the County with the prior written approval of the Bond Insurer"
Section 1103 Amendments and Supplements.
(a) neither the Bond Order, this Series Resolution or the Lease shall be amended or
supplemented without the prior written consent of the Bond Insurer, except that those documents
may be amended without such consent to provide for additional bonds to be issued under the Bond
Order (and series resolutions adopted in connection therewith).
(b) copies of all documents amending or supplementing the Bond Order, this Series
Resolution or the Lease shall be provided to S&P
Section 1104 Notices. All notices required to be sent to Holders or the Trustee shall also
be sent to the Bond Insurer
Section 1105 Security No Replacement Master Agreement shall take effect under
Section 620 ofthe Bond Order without the prior written consent of the Bond Insurer
Section 1106. Default and Remedies.
(a) the Bond Insurer shall have the sole right to waive any events of default.
(b) any notice of an Event of Default shall also be given to the Bond Insurer
( c) the Bond Insurer shall have the right to control and direct all remedies and to direct
the Trustee as to any action to be taken or any remedy to be pursued upon the occurrence of an Event
of Default.
(d) the Bonds shall not be accelerated for any reason without the prior written consent
ofthe Bond Insurer.
(e) in the event of a payment under the Bond Insurance, the Trustee shall deliver to the
Insurance Paying Agent a document in form and substance acceptable to the Insurance Paying Agent
assigning all rights of the Trustee pursuant to the Bonds to foregone interest and principal payments
to the Bond Insurer, including accrued interest. The Bond Insurer's rights pursuant to the preceding
sentence shall be subrogated to the Holders of the Bonds for future payment of principal and interest.
(f) payments made by the Bond Insurer for principal of and interest on the Bonds do not
discharge the County's or the Corporation's responsibility with respect to payment thereof.
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Section 1107 Bond Insurer Consent. Any action under this Series Resolution or under
the Bond Order requiring Holder consent shall also require the prior written consent of the Bond
Insurer
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ARTICLE XII.
MISCELLANEOUS PROVISIONS
Section 1201 Manner of Giving Notice. All notices, demands and requests to be given
to or made hereunder by the County and the Trustee shall be given or made in writing and shall be
deemed to be properly given or made if sent by United States registered mail, return receipt
requested, postage prepaid, addressed as follows:
(a) As to the County --
County of New Hanover
320 Chestnut Street
Wilmington, North Carolina 28401
Attention: Finance Director
(b) As to the Corporation --
New Hanover Regional Medical Center
213 I S. 17th Street
Wilmington, North Carolina 28401
Attention: Chief Financial Officer
(c) As to the Trustee --
First-Citizens Bank & Trust Company
2917 Highwoods Boulevard
Raleigh, North Carolina 27604
Attention. Corporate Trust Department
(d) As to the Local Government Commission --
Local Government Commission
325 N Salisbury Street
Raleigh, North Carolina 27603-1388
Attention: Secretary
(e) As to the Bond Insurer --
MBIA Insurance Corporation
113 King Street
Armonk, New York 10504
Attention: Surveillance
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~...,. ... 4 I J ..~
Any such notice, demand or request may also be transmitted to the appropriate
above-mentioned party by telegram, telecopy or telephone and shall be deemed to be properly given
or made at the time of such transmission if, and only if, such transmission of notice shall be
confirmed in writing and sent as specified above.
Any of such addresses may be changed at any time upon written notice of such change sent
by United States registered mail, postage prepaid, to the other parties by the party effecting the
change.
Section 1202. Trustee. Countv. Comoration and Holders Alone Have Rights under Series
Resolution. Except as herein otherwise expressly provided, nothing in this Series Resolution,
express or implied, is intended or shall be construed to confer upon any person, firm or corporation,
other than the Trustee, the County, the Corporation and the Holders, any nght, remedy or claim,
legal or equitable, under or by reason of this Series Resolution or any provision hereof, this Series
Resolution and all its provisions being intended to be and being for the sole and exclusive benefit
of the Trustee, the County, the Corporation and the Holders.
Section 1203 Effect of Partial Invaliditv In case anyone or more ofthe provisions of this
Series Resolution or the Bonds shall for any reason be held to be illegal or invalid, such illegality
or invalidity shall not affect any other provisions of this Series Resolution or the Bonds, but this
Series Resolution and the Bonds shall be construed and enforced as if such illegal or invalid
provIsions had not been contained therein. In case any covenant, stipulation, obligation or agreement
contained in the Bonds or this Series Resolution shall for any reason be held to be in VIOlation of any
law, then such covenant, stipulation, obligation or agreement shall be deemed to be the covenant,
stipulation, obligation or agreement of the County to the full extent permitted by law
Section 1204 Effect of Covenants. All covenants, stipulations, obligations and
agreements of the County contained in this Series Resolution shall be deemed to be covenants,
stIpulations, obligations and agreements of the County to the full extent permitted by the
Constitution and laws of the State. This Series Resolution is adopted with the intent that the laws
of the State shall govern its construction.
Section 1205 Dealing in Bonds. The Trustee and any bank or trust company acting as
Depositary under this Series Resolution and its directors, officers, employees or agents, and any
officer, employee or agent of the Trustee, may in good faith, buy, sell, own, hold and deal in any
Bonds issued under the provisions of this Series Resolution and may join in any action which any
Holder may be entitled to take with like effects as if such Trustee not a trustee and such bank or trust
company were not a Depositary under this Series Resolution.
Section 1206. Approval of Bond Purchase Agreement and Second Amendment to Lease
Agreement. The form, terms and provisions of the Bond Purchase Agreement, to be dated on or
about February 18, 1999, relating to the Bonds, and the Second Amendment to Lease Agreement
dated as of February 15, 1999, are hereby approved, and the Chairman or Vice Chairman of the
Board ofComrnissioners of the County is hereby authorized and directed to execute and deliver the
Bond Purchase Agreement and the Second Amendment to Lease Agreement in the forms presented
at this meeting together with changes, modifications and additions as he, with the advice of counsel,
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may deem necessary and appropriate; such execution shall be conclusive evidence of the
authorization and approval thereof by the County
Section 1207 Approval ofPreliminarv Official Statement and Official Statement. The
Chairman or Vice Chairman of the Board of Commissioners of the County is hereby authorized and
directed to execute and deliver the Official Statement, to be dated on or about February 18, 1999,
relating to the Bonds, in the form presented at this meeting together with such changes,
modifications, and additions as he with the advice of counsel, may deem necessary and appropriate,
such execution and delivery shall be conclusive evidence of the approval and authorization in all
respects by the County of the form and content thereof. The County hereby authorizes and approves
the distribution of the Preliminary Official Statement, to be dated on or about February 8, 1999,
relating to the Bonds, and approves and consents to the use and distribution of copies of the Official
Statement, the Bond Order and this Series Resolution by underwriters in connection with the public
offering of the Bonds.
Section 1208. Appointment of County Representative and Authorization for Other Acts.
(a) The Chairman and the Vice Chairman of the Board of Commissioners of the County
are hereby appointed County Representatives with full power to carry out duties set forth in the Bond
Order and this Series Resolution.
(b) The members ofthe Board ofthe County and the agent and employees of the County
and the officers and agents of the Trustee are hereby authorized and directed to do all acts and things
required of them by the provisions ofthe Bonds, the Lease, the Bond Order and the Bond Purchase
Agreement for the full, punctual, and complete performance ofthe terms, covenants, provisions and
agreements of the same and also to do all acts and things required of them by the provisions of this
Series Resolution.
(c) The Chairman, the Vice Chairman, the Clerk and any Deputy Clerk to the Board of
the County, or any ofthem, are further authorized and directed (without limitation except as may be
expressly set forth herein) to take such action and to execute and deliver any such documents, deeds,
certificates, undertakings, agreements or other instruments as they, with the advice of counsel, may
deem necessary or appropriate to effect the transactions contemplated by the Bonds, the Lease, the
Bond Order, this Series Resolution and the Bond Purchase Agreement.
Section 1209 No Recourse Against Commissioners. Directors. Officers or Employees of
County. Corporation or Local Government Commission. No recourse, under or upon any statement,
obligation, covenant or agreement contained in this Series Resolution, in any Bond hereby secured
or in any document or certification whatsoever, or under any judgment obtained against the County,
the Corporation or the Local Government Commission, or by the enforcement of any assessment,
or by any legal or equitable proceeding by virtue of any constitution or statute or otherwise, or under
any circumstances, shall be had against any commissioner, director, officer or employee, as such,
ofthe County, the Corporation or the Local Government Commission, either directly or through the
County, the Corporation, the Local Government Commission, or otherwise, for the payment, for or
to the County or the corporation, or any receiver of the County or the Corporation, or for or to any
Holder, or otherwise, of any sum that may be due and unpaid upon any such Bond. Any and all
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personal liability of every nature, whether at common law or in equity or by statute or by constitution
or otherwise, of any such commissioner, director, officer or employee, as such, to respond, by reason
of any act or omission on his or her part or otherwise, for the payment, for or to the County, the
Corporation, the Local Government Cornmission, or any receiver ofthe County, the Corporation or
the Local Government Commission, or for or to any Holder, or otherwise, of any sum that may
remain due and unpaid upon the Bonds hereby secured or any of them, is hereby expressly waived
and released as an express condition of, and in consideration for, the adoption of this Series
Resolution and the issuance of the Bonds.
Section 1210 Headings. Any heading preceding the text ofthe several articles hereof, and
any table of contents or marginal notes appended to copies hereof, shall be solely for convenience
of reference and shall not constitute a part ofthis Series Resolution, nor shall they affect its meaning,
construction or effect.
Section 1211 Secondary Market Disclosure. The County covenants and agrees that in the
event of the termination of the Lease, it shall impose upon any successor lessee of the Existing
Facilities or the Health Care System the same obligations, or ifthe County shall operate the Existing
Facilities or the Health Care System, the County shall assume and perform the same obligatlOns,
imposed upon the Corporation under Section 4.21 of the Lease.
If the County fails to comply with the undertaking described above, any beneficial owner of
the Bonds then Outstanding may take action to protect and enforce the rights of beneficial owners
with respect to such undertaking, including an action for specific performance; provided, however,
that failure to comply with such undertaking shall not be an Event of Default and shall not result in
any acceleration of payment of the Bonds.
Section 1212. Replacement Master Agreement. In the event a Replacement Master
Agreement (as defined in Section 620 of the Bond Order) takes effect pursuant to the provisions of
Section 620 of the Bond Order, references herein to the Bond Order shall be deemed to be references
to such Replacement Master Agreement and if the County is not the only Person obligated under the
Replacement Master Agreement, then references herein to the County shall be deemed to be
references to the Person or Persons obligated under such Replacement Master Agreement.
Scction 1213 Series Resolution Effective. This Series Resolution shall take effect
immediately upon its adoption.
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EXHIBIT A
Form of Requisition
ITEM NO
First-Citizens Bank & Trust Company
Raleigh, North Carolina
Dear Sirs:
On behalf of the County of New Hanover, North Carolina (the "County"), we hereby
requisition from the New Hanover County 1999 New Hanover Regional Medical Center Project
Fund (the "Series 1996 Project Fund") created by the Bond Order adopted on October 6, 1993 (the
"Bond Order") and a Series Resolution adopted on , 1999 (the "Series Resolution")
by the County pursuant to which you have been appointed to serve as trustee, the sum of
$_____________ (excluding any sales tax) to be paid to
for
We hereby certifY that (a) such obligation in the above stated amount has been incurred in
or about the acquisition, construction or equipping ofthe Project, as defined in the Series Resolution,
is currently due and payable, and constitutes a proper charge against the Series 1999 Project Fund
that has not been paid, (b) no notice of any lien, right to lien or attachment upon, or claim affecting
the right of the payee to receive payment of any such amount has been filed or attached, or, if any
notice of any such lien, right to lien, attachment, or claim has been received, such lien, right to lien,
attachment or claim has been satisfied or discharged, or that the same will be satisfied or discharged,
or that provisions (which, if applicable, are further specified below) have been made to adequately
protect you and the holders of the County of New Hanover, North Carolina Hospital Revenue Bonds
(New Hanover Regional Medical Center Project) Series 1999 from incurring any loss as a result of
the same, and (c) this requisition contains no items representing payment on account of any retainage
to which the County or the Corporation is entitled on this date.
This requisition shall be paid from the (Issuance Account) (Project Account) (as defined in
the Series Resolution) of the Project Fund and (does)(does not) relate to working capital of the
Corporation.
County Representative
Corporation Representative
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(To be completed when requisition includes any item for payment to contractors on account of
construction costs.)
CERTIFICATE OF APPROVAL OF INDEPENDENT ARCHITECT
I hereby certifY that insofar as the amount covered by the above requisition includes
payments to be made to contractors on account of construction costs in connection with the
acquisition, construction or equipping of the Project (as such term is defined in the Series
Resolution): (I) such work was actually performed or such materials, supplies or equipment were
actually furnished or installed in or about the acquisition, construction or equipping of the Project,
and (2) I have reviewed such requisition and determined that it is proper and that it states a proper
charge that should be paid.
Independent Architect
(To be completed by County Representative and Corporation Representative and attached to
requisition when requisition is for obligations payable from Project Account)
CERTIFICATE OF COUNTY/CORPORATION REPRESENTATIVE
We hereby certifY that the obligations covered by the above requisition do not represent
Issuance Costs as such term is defined in the Series Resolution.
County Representative
Corporation Representative
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