HomeMy WebLinkAboutResolution No. 2019-28Rdc
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C CITY OF CLERMONT
�,,,,, RESOLUTION N0.2019-28R
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CLERMONT, LAKE COUNTY, FLORIDA, ADOPTING THE
FINAL BUDGET FOR FISCAL YEAR 2019-2020; PROVIDING FOR
AN EFFECTIVE DATE.
WHEREAS, the City of Clermont, Florida on September 19, 2019 held a public
hearing as required by Florida Statute 200.065; and
WHEREAS, the City of Clermont, Lake County, Florida, set forth the
appropriations and revenue estimates for the Budget for Fiscal Year 2019-2020 in the
amount of $148, 302, 884.
NOW, THEREFORE, BE IT RESOLVED, by the City of Clermont, Lake
County, Florida that:
1. The Fiscal Year 2019-2020 Final Budget be adopted.
2. This Resolution will take effect immediately upon its adoption.
CLE CITY OFCLERMONT
RESOLUTION NO.2019-28R
DONE AND RESOLVED by the City Council of the City of Clermont, Lake
County Florida, this 19th day of September, 2019.
ATTEST:
Tracy Ackroyd F owe, City Clerk
EXXIRRA
BUDGETSUMMARY
CRY OF CLERM T, FLORIDA
FESM YEAR 2019�2020
MXlagserr$SDOp
ClAS51fICATIOX ANK1
Gebrel
Fund
S9Bd"
RMYw
flalll
DeLE
$erNb
WM
CNRUI
91 {aq{
Nq{
Fntygye
{YMa
bbmal5ervke
Wnd
TOTAI
WDGET
E r
AEYaIwem TawO
145281000
331,A3
OIMrTares
5.63>.038
3.M9.533
13,862,A3
Ik¢nsea&eemliD
3A29,00
yNS,SW
-
-
9.N6,651
InterBwernmental Revenues
e,TA23J
-
3.30I.0.tl
9.175.300
91"512N
COaBes {D�Xrvkc
2,112,N3
4IM
-
950,000
365,JSp
Fines &Wrtertures
101,W0
-
18.5A,W]
20,686,683
MisrelUneous
1,215,6N
IKM
7,000
J0p,00p
1122.50)
0,966,876
101,W0
7,600,524
InterfudlTransfers
ESTIMATED REVENUES
—I—
Is.
3,N0j63
1,350,000
23.966.376
4.9156.106
72330,155
XONNON�if:e
Bglndid Reserves
8.21S,071
5026A37
1A3 J33
,5.51
SI
NM -REVENUES
9,215.0)1
5,026,83I
1]73133
175N NO
al W&319
1J93 B99
.5
]
TOTAL REVENUES&RESERVE$
NQ,
$12 ]]&.M3
NbN]95
$rkssd W
$65
$5 M
$ 3p 9N
IXPENNTUREE
General Gwernmenl
VuNk Wes,
I,699,09
153,9A
2~68
)B'JO
I,M98DD
12,259,39C
19.]68.36]
y IMI`
_
R reponstion
3.1115,745
1,513,137
22.1J9,a65
EmromirEmironment
NomI
31UM
SB"'m
-
4.39&882
CuhureMerreaabn
3,111.696
383.9M
6j61p)1
RrysRal Environment
923,53E
3y0W
-
6,981.000
39,SSJ,1N
_
6
InteduMTrauters
S18,K)
2,615096
33,495
FVEXOTWRES
33,MI,KS
],136A66
'
'8 ldr
ISBSBAb
2,931,155
32A9L559
sl,SM,BW
5,>f8018
91,939pM
REEEi VoU
End, Reserves
RESERVES
1.215.0)1
S OI2AS]
18D5ell
6A16N0
32,270,975
1AU
9L6,61D
M3
M
B6 .363]%
TOTAL EX9ENDITUEES& RESERVES
Np —
.1'] 3
54,624,29S
$ISI$dsW
$65
$6,)6&))5
$1i8,30l8
•METEMATryF, ADOVTED,ANO/OR IMLBYMMskRf ON RIE WTMFO{FICFOFTNf ABOVE MFMpNEDTAXMOAUTRORISYASAN CR W
$30,000,000
UNITED STATES OF AMERICA
STATE OF FLORIDA
CITY OF CLERMONT
MASTER PLAN CAPITAL PROJECTS REVENUE NOTE
SERIES 2017
Dated Date: June 19, 2017 Interest Rate: 2.63%, Maturity Date: December 1, 2032
subject to adjustment
as provided herein
KNOW ALL MEN BY THESE PRESENTS that the City of Clermont (the "City"), a
municipal corporation created and existing pursuant to the Constitution and the laws of the State
of Florida, for value received, promises to pay from the sources hereinafter provided, to the order
of Pinnacle Public Finance, Inc., or registered assigns (hereinafter, the "Owner"), the principal
sum of THIRTY MILLION DOLLARS ($30,000,000.00), on the Maturity Date set forth above,
except to the extent earlier prepaid, upon presentation and surrender hereof to the City, and to
pay interest on the outstanding principal balance hereof at the "Interest Rate" described above
and herein, calculated on a 30/360-day basis, on each June 1 and December 1, commencing on
December 1, 2017, provided, however, that such Interest Rate shall in no event exceed the
maximum interest rate permitted by applicable law.
Upon the occurrence of an Event of Taxability (defined below) resulting from an act or
omission of the City and following a Determination of Taxability (defined below), this Note or
the affected portions thereof will bear interest at a rate of interest per annum from the date of the
Event of Taxability (defined below) relating thereto equal to 4.05% per arum (the "Taxable
Rate"). "Determination of Taxability" means (i) receipt by the City of a final judgment by a
court of competent jurisdiction or a final official action of the Internal Revenue Service
determining that an Event of Taxability has occurred, (ii) receipt by the City and the Owner of an
unqualified opinion of a nationally recognized bond counsel firm selected by the Owner to the
effect that the interest on this Note has become includable in the gross income of the Owner, or
(iii) at such time as the City and the Owner have mutually agreed that an Event of Taxability has
occurred (the date of the Determination of Taxability, the "Taxable Date"). "Event of
Taxability" means the circumstance of any interest paid or payable with respect to this Note
being includable or becoming includable in the gross income of the Owner for federal income
tax purposes. In addition to the payments of interest on this Note at the Taxable Rate on and
after the Taxable Date, the City hereby agrees to pay to the Owner, within 30 days of the
occurrence of a Determination of Taxability, (A) an amount equal to the difference between (x)
the amount of interest actually paid on this Note during the Prior Taxable Period and (y) the
amount of interest that would have been paid on this Note during the Prior Taxable Period had
this Note bome interest at the Taxable Rate plus (B) an amount equal to all penalties, fines,
interest and additions to tax (including all federal, state and local taxes imposed on the interest
on this Note due and through the Taxable Date) that are imposed on the interest on this Note or
the Owner as a result of the loss of the exclusion. "Prior Taxable Period' means, with respect to
4832-2734-0874.3
this Note, the period which elapses from the earliest date on which the interest on this Note is
includable in the gross income of the holder thereof (which may be as early as the Dated Date) to
the Taxable Date.
In the event any principal of or interest on this Note is not paid when due and payable,
this Note shall bear interest at the Default Rate. "Default Rate" means the rate per annum equal
to the lesser of (i) 6.00% or, if an Event of Taxability resulting from an act or omission of the
City has occurred, 7.00%, or (ii) the maximum rate of interest permitted by law, in either case,
from the date any principal of or interest on this Note has not been paid when due and payable
until such principal or interest has been paid.
All payments by the City pursuant to this Note shall apply first to accrued interest, then to
other charges due the Owner, and the balance thereof shall apply to principal.
Unless earlier prepaid, the principal amount of this Note shall be prepaid pursuant to
mandatory sinking fund prepayments, without prior notice to the Owner, in the following
Amortization Amounts on the following dates:
Dates
Amortization Amounts
12/01/2018
$1,657,000
12/O112019
1,701,000
12/01/2020
1,746,000
12/O1/2021
1,791,000
12/O1/2022
1,839,000
12/O1/2023
1,887,000
12/01/2024
1,937,000
12/01/2025
1,987,000
12/O1/2026
2,040,000
12/O1/2027
2,093,000
12/01/2028
2,148,000
12/O1/2029
2,205,000
12/O1/2030
2,263,000
12/O1/2031
2,322,000
12/01/2032*
2,384,000
*Maturity
A final payment in the amount of the remaining principal balance, together with all
accrued and unpaid interest hereon, shall be due and payable in full on the Maturity Date.
Except as provided in the next succeeding paragraph, this Note may not be prepaid and
redeemed at the option of the City prior to December 1, 2022. On and after December 1, 2022,
the City may prepay and redeem this Note in whole but not in part at any time upon five
Business Days' prior written notice to the Owner at a redemption price equal to the principal
amount of this Note to be prepaid, plus accrued interest thereon to the prepayment date. Such
prepayment notice shall specify the amount of the prepayment which is to be made.
4832-273 874.3
On and prior to June 19, 2019, the City shall have one-time extraordinary prepayment
option and may prepay and redeem this Note in part, in a principal amount not to exceed $3
million, at any time upon five Business Days' prior written notice to the Owner at a redemption
price equal to the principal amount of this Note to be prepaid, plus accrued interest thereon to the
prepayment date. Such prepayment notice shall specify the prepaid amount of prepayment
which is to be made.
Notwithstanding anything herein or in the Resolution to the contrary, the Owner shall not
be required to (i) surrender or cancel this Note until it has received all amounts owing and due
thereunder and under the Resolution, or (ii) surrender this Note for prepayment or principal
installment payments.
A partial prepayment resulting from an extraordinary optional prepayment of this Note as
described above shall be applied and credited to the unpaid Amortization Amounts specified
above (including the Amortization Amount payable on the Maturity Date) payable pursuant to
the mandatory sinking fund prepayments required hereunder on a pro rata basis treating each
Amortization Amount as a maturity. In the event that the entire unpaid balance of the principal
of this Note is to be prepaid, such prepayment shall be made upon presentation and surrender of
this Note at the office of the Owner. If on the prepayment date moneys for the payment of the
principal amount to be prepaid on this Note, together with interest to the prepayment date on
such principal amount shall have been paid to the Owner as above provided and if notice of
prepayment shall have been given to the Owner as above provided, then from and after the
prepayment date interest on such principal amount of this Note shall cease to accrue. If said
moneys shall not have been so paid on the prepayment date, such principal amount of this Note
shall continue to bear interest until payment thereof at the rate or rates provided for herein.
THIS NOTE DOES NOT CONSTITUTE A GENERAL INDEBTEDNESS OF THE
CITY WITHIN THE MEANING OF ANY CONSTITUTIONAL, STATUTORY OR
CHARTER PROVISION OR LIMITATION, AND IT IS EXPRESSLY AGREED BY
THE OWNER OF THIS NOTE THAT SUCH OWNER SHALL NEVER HAVE THE
RIGHT TO REQUIRE OR COMPEL THE EXERCISE OF THE AD VALOREM
TAXING POWER OF THE CITY OR TAXATION OF ANY REAL OR PERSONAL
PROPERTY THEREIN OR THE USE OF AD VALOREM TAX REVENUES FOR THE
PAYMENT OF THE PRINCIPAL OF AND INTEREST ON THIS NOTE OR THE
MAKING OF ANY OTHER PAYMENTS PROVIDED FOR IN THE RESOLUTION.
This Note is issued pursuant to Constitution of the State of Florida, Chapter 166, Part Q,
Florida Statutes, the municipal charter of the City and other applicable provisions of law, and a
resolution duly adopted by the City on June 13, 2017, as amended and supplemented from time
to time (herein referred to as the "Resolution"), and is subject to all the terms and conditions of
the Resolution. All terms, conditions and provisions of the Resolution including, without
limitation, remedies in the Event of Default are by this reference thereto incorporated herein as a
part of this Note. Payment of the Note is secured by a covenant to budget, appropriate and
deposit Non -Ad Valorem Revenues of the City and a pledge of and lien upon the Pledged
Revenues, in the manner and to the extent described in the Resolution. Terms used herein in
4832.2734-0874.3
capitalized form and not otherwise defined herein shall have the meanings ascribed thereto in the
Resolution.
This Note may be exchanged or transferred by the Owner hereof to any Permitted Lender
but only upon the registration books maintained by the City and in the manner provided in the
Resolution.
The City to the extent permitted by law hereby waives presentment, demand, protest and
notice of dishonor.
No official, agent or employee of the City approving or executing this Note shall be liable
personally on this Note or be subject to any personal liability or accountability by reason of the
issuance of this Note.
It is hereby certified, recited and declared that all acts, conditions and prerequisites
required to exist, happen and be performed precedent to and in the execution, delivery and the
issuance of this Note do exist, have happened and have been performed in due time, form and
manner as required by law, and that the issuance of this Note is in full compliance with and does
not exceed or violate any constitutional or statutory limitation.
[Remainder of Page Intentionally Left Blank; Signature Page Follows]
4832-27340874.3
IN WITNESS WHEREOF, the City of Clermont, Florida, has issued this Note and has
caused the same to be executed by its Mayor, attested by its City Clerk, approved as to form by
its City Attorney, either manually or with their facsimile signatures, and the corporate seal of the
City, or a facsimile thereof to be impressed, imprinted or otherwise reproduced hereon, all as of
the dated date set forth above.
"(OFFICIAL SEAL)
ATTESTED AND
sy:
Tracy Ackroyd Howe, City Clerk
CITY OF CLERMONT, FLORIDA
Gail L. Ash, Nfayo�
Approved a rm:
E
�e . Mantzaris, City Attorney
[Signature Page to Master Plan Capital Projects Revenue Note]