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STATE OF NEW YORK
COUNTY OF SUFFOLK
TOWN OF SOUTIIOLD
B~NTICIPATION NOT~ FOR PAYLOADER AND TRUCK TRACTOR-199~
T~vn of Southold. in ~hc County of Snffo~ a mmficlpal co~orafion of ~hc Sm~c of New York,
hc~ch~wledgcs i~scff indebted and for value received promNcs m pay m ~hc b~r~r of ~his No~, or if it be r~gis~cr~,
~o llm rcg~s~cccd holder, ~h~ sum of TWO HUNDRED FOUR THOUSAND DOLLARS ($204,000) on ~he l~th day of
May, 1997, ~ogcthcr ~ c da~c hereof a~ ll~c cate of three and ninety lmndr~hs per centmn
0.90%) per annmn h principal of and in~ercs~ on this No~ wi~ bc paid in lawful money of tim
Unimd States of Am Clerk, Town of Southold, Town Hall, 5J095 Main Road, ~uthold,
New York
A request of the h
it in the name of the h the
such registration hereon which both
k shall convert this Note into a registered Note by registering
: office of such Town Clerk and endorsing a certificate of
qhis~lote shall be payable only to the registered
shall then be transferable only upon presentation to
Town Clerk shall therenpon register this Note in the name of the
of such registration hereon. Such transfer shall be dated, and signed
and it shall he duly acknowledged or proved, or iix thc alternative the
.~ an ol'l~cef o1' a hank or trust conlpany located and atahorized to
This Note may
lbe registered halde~
s Note is thc
for redemption
!mption by mailing
interest shall cease to
Consolidated Laws of the
authoriTing the issuance of $305
S,mthold Solid Waste Mana
sued pursuant to the pro'
York, the bond
erial bonds fi)r
orizcd rcrlewa[ issue, thc principal amount of which is $204.000
nmturity after the giving of at least five lSI days' *~rltten
ice to tile origimd purchaser, or if this Note be registered to
such dale of redemption.
he
constitufing Chapter 33-a of tile
' the Town Board on November 1, 1994.
and use by the
by the Supervisor on May 16,
This Note bas been de~
pr,~vi4, ms ,,t' Section 265 of th
Codeo 1986. as
:~ursuant to the
Thc l~tith I of SoLtth,,Id are I br the punctual payment
:tnd ti,rog, required by thc Constitution arid statutes og'~ State of Ncw ' : and to have been
pcrlhrmcd precedent to and in thc issuance of this Note',7,~tstist. have happened a and that tbls Note,
t,~gclltc~' with ali ,,thor indebtedness of such Town O[' Sottt~. is xt ithin every debt and other limit prescrib~ by the
IN WITNESS WDEREOF, thc Town
ISV \Il
.VI"I'EST:
y of MLq, 1996.
TOWN OF
Supervisor
CERTIFICATES AS TO SIGNATURES, LITIGATION,
AND DELIVERY A/~D PAYMENT
WE, the undersigned officers of the Town of Southold,
in the County of Suffolk, a municipal corporation of the State of
New York and herein referred to as the "Town", HEREBY CERTIFY
that on or before May 16, 1996, we officially signed and properly
executed by manual signatures a $204,000 Bond Anticipation Note
for Payloader and Truck Tractor-1996 (the "Note") of the Town,
payable to bearer and otherwise described in Schedule A annexed
hereto and by this reference made a part hereof, and that at the
time of such signing and execution and on the date hereof we were
and are the duly chosen, qualified and acting officers of the
Town authorized to execute said Note and holding the offices
indicated by the respective titles set opposite our signatures
hereto for terms expiring on the dates set opposite such titles.
WE FURTHER CERTIFY that no litigation of any nature is
now pending or threatened restraining or enjoining the issuance
or delivery of said Note or the levy or collection of any taxes
to pay the interest on or principal of said Note, or in any
manner questioning the authority or proceedings for the issuance
of said Note or for the levy or collection of said taxes, or
relating no said Note or affecting the validity thereof or the
levy or collection of said taxes, that neither the corporate
existence or boundaries of the Town nor the title of any of the
present officers thereof to their respective offices is being
conuested, and thau no authority or proceedings for the issuance
of said Note has or have been repealed, revoked or rescinded.
WE FURTHER CERTIFY that the seal which is impressed
upon this certificate has been affixed, impressed, imprinted or
ouherwise reproduced upon said Note and is the legally adopted,
proper and only official corporate seal of the Town.
And, I, Jean W. Cochran, Supervisor, HEREBY FURTHER
CERTIFY that on May 16, 1996, I delivered or caused the delivery
of said Note to Fleet Bank, Southold, New York, the purchaser
uhereof,
136864 I 015558 CERT
and that at the time of such delivery of said Note,
from said purchaser the amount hereinbelow seated,
payment for said Note, computed as follows:
Price ...............................
Interest on said Note accrued to the
date of such delivery .............
Amount Received .....................
I received
in full
$204,000
$204,000
(SEAL)
IN WITNESS WHEREOF, we have hereunto set
said corporate seal has hereunto been affixed this
May, 1996.
our hands and
16th day of
Term of Office
Signature Expires Title
December 31, 1997
~~~.-~.~.'~..~. [~-~ec embe r 31, 1997
Supervisor
Town Clerk
I HEREBY CERTIFY that the signatures of the officers of
the above-named Town, which appear above, are true and genuine
and that I know said officers and know them to hold the
respective offices set
opposite their signatures.
) {Name of Bank)
ATTORNEY'S CERTIFICATE
I, Laury L. Dowd, HEREBY CERTIFY that I am a licensed
auuorney at law of the State of New York having offices at 53095
Main Road, Southold, New York, and am the duly chosen, qualified
and acting Town Attorney of the Town of Southold, in the County
of Suffolk, a municipal corporation of the State of New York and
herein referred to as the "Town", that no litigation of any
nature is now pending or threatened restraining or enjoining the
issuance or delivery of the Note of the Town, payable to bearer
and otherwise described as set forth in Schedule A annexed hereto
and by this reference made a part hereof or the levy or
collection of any taxes to pay the interest on or principal of
said Note, or in any manner questioning the authority or
proceedings for the issuance of said Note or for the levy or
collection of said taxes, or relating to said Note or affecting
the validity thereof or the levy or collection of said taxes,
that neither the corporate existence or boundaries of the Town
nor the title of any of the present officers thereof to their
respective offices is being contested, and uhat no authority or
proceedings for the issuance of said Note has or have been
repealed, revoked or rescinded.
IN WITNESS WHEREOF, I have hereunto set my hand this
16th day of May, 1996.
13686~ I 015558 CERT
SCHEDULE A
Amount and Title:
$204,000 Bond Anticipasion Note for Payloader and
Truck Tractor-1996
Dated: May 16,
Mature: May 16,
Number and
Denomination: No. R-I,
Interesu Rate
per annum: 3.90%
1996
1997, subject to prior redemption
at $204,000
136864.1 015558 CERT
ARBITRAGE AND USE OF PROCEEDS CERTIFICATE
I, Jean W. Cochran, Supervisor of the Town of Southold
(the "Issuer"), in the County of Suffolk, State of New York,
HEREBY CERTIFY with respect to the Issuer's $204,000 Rond
Anticipation Note for Payloader and Truck Tractor-1996 (the
"Note") dated and issued on May 16, 1996, as follows:
Unless the context clearly requires otherwise, all
capitalized ~erms not otherwise defined herein shall have the
meanings set forth below or in the Resolution, the Code or 5he
Regulations (each as defined below):
ARTICLE I
General
1.1. Authority of Siqnatory. I am an officer of the
Issuer charged with the responsibility for the execution,
delivery, and issuance of the Note and am acting for and on
behalf of the Issuer in signing this certificate.
1.2. Purpose of Certificate. This certificate is made
for the purpose of establishing evidence of the expectations of
the Issuer as of the date hereof as to future events regarding
the amount and use of proceeds of the Note. It is intended and
may be relied upon for purposes of Sections 103 and 148 of the
Internal Revenue Code of 1986, as amended (the "Code"), and as a
certification described in Section 1.148-2(b) (2) of the Treasury
Regulations (the "Regulations"). This certificate is executed
and delivered as part of the record of proceedings in connection
wi[h the issuance of the Note. The provisions of this
certificate constitute a contractual obligation of the Issuer in
consideration for the purchase of and payment for the Note by the
purchaser(s) thereof.
1.3. Reasonable Expectations. This certificate sets
forth the facts, estimates and circumstances now in existence
which form the basis for the Issuer's expectation that the
proceeds of the Note will not be used in a manner that would
cause the Note to be an arbitrage bond under Section 148 of the
Code or a private activity bond under Sections 103 and 141 of the
Code. To the best of my knowledge and belief, such expectation
is reasonable and there are no other facts, estimates or
circumstances that would materially change that expectation.
1.4. Composite Issue. No other governmental
obligations have been sold fewer than 15 days prior to, or will
be sold fewer than 15 days after, the sale date of the Note,
pursuant to a common plan of financing which are expected to be
136864.1 015558 CERT
paid from substantially the same source of funds as the Note.
1.5
covenants that,
are: (a) invested during the temporary period referred to in
Article III, (b) held in any refunding escrow or (c) invested
obligations of the United States Treasury or in obligations
issued pursuant to Section 2lB(d) (3) of the Federal Home Loan
Bank Act, as amended by Section 511 (a) of the Financial
Institutions Reform, Recovery and Enforcement Act of
successor provision to Section 2lB(d)(3)
Bank Act, as amended:
No Federal Guarantee. The Issuer represents and
except for the gross proceeds of the Note which
1989, or any
of the Federal Home Loan
(i)
No portion of the payment of principal or interest
with respect to the Note is or will be guaranteed
directly or indirectly by the United States or any
agency or instrumentality thereof (herein
"federally guaranteed"); and
(ii)
No portion of the gross proceeds of the Note in
excess of five percent of such gross proceeds is
or will be (A) used in making loans the payment of
principal or interest with respect to which is to
be federally guaranteed, or (B) invested directly
or indirectly in federally insured deposits or
accounts.
1.6. Tax Representation. The Issuer expects to be able
to and will comply with all the procedures and provisions set
forth herein, and will do and perform all acts and things
necessary and desirable within its reasonable control in order to
assure that interest paid on the Note shall be excluded from
gross income of the owners thereof for the purpose of federal
income taxation.
1.7. Additional Information. The Issuer will provide
such other information as may be required to assure the exclusion
from gross income of interest on the Note for federal income
taxation purposes.
1.8. Non-Purpose Investments. Not more than 50% of the
proceeds of the Note are being invested in investments not
acquired to carry out the governmental purposes of the issue at a
guaranteed yield and having a term of 4 years or more.
1.9 IRS Information Reportinq. The Issuer will make a
timely filing of ~he appropriate IRS Form 8038-G or 8038-GC.
ARTICLE II
Use of Project and Proceeds
2.1. Authorization. (a) The Note is authorized to be
issued pursuant to applicable provisions of the laws of the State
of New York and the bond resolution adopted by the Town Board on
November 1, 1994 (the "Resolution"), as referred to in the
Certificate of Determination executed by the Supervisor on May
16, 1996 (the "Certificate").
(b) For purposes of this Article II the term
"proceeds" means the net amount (after payment of all costs and
expenses associated with issuing the Note) received by the Issuer
from the sale of the Note, excluding accrued interest.
2.2. Purpose of Issue. The Note is being issued to
provide funds for the acquisition of machinery and apparatus for
lease to and use by the Southold Solid Waste Management District
("the Project"), as further described in the Resolution.
2.3. Use of Proceeds. The proceeds of sale of the
Note in the amount of $204,000 will be used, together with other
available funds in the amount of $51,000, to redeem a prior issue
of bond anticipation notes which mature on May 16, 1996, in the
principal amount of $255,000 (the "Prior Issue"), heretofore
issued to finance the Project.
2.4. Ownership/Lease/Sal~. The Project will be owned
by the Issuer or another state or local governmental unit and
will not be leased to any person who is not a state or local
governmental unit. It will not (except to the extent that any of
the projects financed involve grants) be sold or otherwise
disposed of, in whole or in part, except for incidental sales of
surplus items the proceeds of which will not constitute net
operating profits or net capital profits Eo the Issuer, prior Eo
the maturity date of the Note.
2.5. Private Loans. Not more than the lesser of 5
percent or $5,000,000 of the proceeds of the Note will be used
directly or indirectly to make loans to persons other than a
governmental unit.
2.6. Private Use. The aggregate amount of proceeds of
the Note used directly or indirectly in a trade or business
carried on by a person other than a state or local governmental
unit ("Private Use"), will not exceed 10% of such proceeds in the
event that more than 10% of the principal or 10% of the interest
due on the Note during the term thereof is, under the terms of
the Note or any underlying arrangement, directly or indirectly,
secured by any interest in property used or to be used for a
Private Use or in payments in respect of property used or to be
lq6864, t (H5558 CERT
used for a Private Use or is to be derived from payments, whether
or not to the Issuer, in respect of property or borrowed money
used or to be used for a Private Use.
2.7. Unrelated/Related Disproportionate Us~. No more
than 8% of the proceeds of the Note will be used directly or
indirectly in the trade or business of a person other than a
governmental unit that is unrelated or related and
disproportionate to the governmental use of the property being
financed, including any private loan financing described in
Section 2.5 which meets this test. For purposes of this
Arbitrage and Use of Proceeds Certificate, proceeds of the Note
are allocable to an unrelated Private Use if such use is neither
directly nor operationally related to a governmental use and
proceeds of the Note are allocable to a disproportionate related
Private Use to the extent that the proceeds of the Note which are
no be used to finance property used by a nongovernmental person
in a trade or business which is related to the governmental use
of the property referred to in Section 2.6 above, exceeds the
proceeds of the Note which are to be used for the governmental
use to which such Private Use relates.
2.8. Other Private Uses Defined. For purposes of
Section 2.6 and 2.7, a Private Use consists of any contract or
other arrangement including, without limitation, leases,
management contracts, guarantee contracts, take or pay contracts,
or put or pay contracts, which provides for a use of the Project
by a person or persons who are not State or local governments on
a basis different than the general public. Any management, or
operations contract or agreement which provides for
nongovernmental use will provide for reasonable compensation
which is in no part based on net profits and will satisfy the
provisions of (a), (b) or (c) below:
(a) for contracts which provide compensation for each
annual period based on a periodic fixed fee, a capitation
fee or combination thereof, (i) the contract has a term
(including renewal opnions) not exceeding five years; (ii)
Ehe issuer may terminate the contract, without penalty, at
the end of any three year period, and (iii) at least 50% of
the compensation paid is on a periodic, fixed fee basis;
(b) for contracts entered into or materially modified
(other than pursuant to a renewal option) after March 15,
1993, which provide compensation based on a per unit fee or
a combination per unit and periodic fixed fee, (i) the
contract has a term (including renewal options) not
exceeding three years; (ii) the issuer may terminate such
contract (without penalty) at the end of the second year of
the term, and (iii) the amount of the per unit fee is
specified in the contract or otherwise limited by the
qualified user or a third party;
13686~ ] 0i5558 CERT
(c) for contracts entered into or materially modified
(other than pursuant to a renewal option) after March 15,
1993, which provide compensation based on a percentage of
fees charged, (i) the contract has a term (including renewal
options) not exceeding two years, (ii) the issuer may
terminate the contract (without penalty) at the end of the
first year, and (iii) the service provider primarily
provides services to third parties or the contract involves
a facility during an initial start-up period;
(d) For purposes of this Section 2.8:
(i)
"capitation fee" means a fixed periodic amount
paid under a management contract or agreement for
each person for whom the service provider assumes
the responsibility to provide all needed services
for a specified period, provided the quantity and
type of services actually provided vary
substantially;
(ii)
"periodic fixed fee" means a stated dollar amount
for services rendered during a specified period of
time (i.e. SXX per month) which amount may
automatically increase according to a specified,
objective, external standard; and
(iii)
"per unit fee" means a stated dollar amount
each unit of service provided (i.e. SXX per
medical procedure).
for
2.9. Pooled Loan Financinqs. To the extent the amount
of proceeds of the Note to be used to make loans to any borrowers
(including loans referred to in Section 2.5 above and loans to
state or local governmental units) exceeds $5,000,000, at least
95% of the net proceeds of the issue (as defined in Section 150
of the Code but without including proceeds used to finance costs
of issuance or capitalized interest) that are to be used to make
loans, will have been used within 3 years of the date hereof to
make such loans. The payment of legal and underwriting costs is
no5 contingent and at least 95% of the reasonably expected legal
and underwriting costs associated with issuance will be paid
within 180 days of the date hereof.
2.10. Output Facilities. No more than 5% of the
proceeds of the Note are to be used with respect to any output
facility (other than a facility for the furnishing of water). No
more than the lesser of $5,000,000 or 5% of the proceeds of the
Note are to be used (directly or indirectly) for the acquisition
of a nongovernmental output facility.
136864 I 015558 CERT
ARTICLE III
Arbitrage/Rebate Exemption
3.1. TemDorary Period-Refundinq. With respect to the
proceeds of the Note allocable to the Prior Issue such proceeds
may be invested without restriction as to yield during the three-
year temporary period commencing on the date hereof, because:
(a) Ail of the proceeds of the Prior Issue have been
expended, or any such proceeds which have not been expended
as of the date hereof, shall become transferred proceeds of
this issue. Such transferred proceeds may be invested
without restriction as to yield until three years after the
date of original issuance of the Prior Issue. If any
transferred proceeds remain unexpended after three years
after the date of original issuance of the Prior Issue, such
proceeds will be invested at a yield not in excess of the
yield on the Note.
(b) The proceeds of the Note will be used to refund
the Prior Issue within 90 days of the date hereof, and may
be invested during such time without restriction as to
yield.
3.2. Rebate. (a) The Prior Issue was not subject to
the rebate requirement imposed by Section 148 of the Code because
at the time of original issuance of the first note or notes
issued pursuant to the Resolution, in renewal of which the Prior
Issue and/or the Note are issued:
(i) the Issuer was a governmental unit with general
taxing powers;
(ii)
the Prior Issue did not constitute a "private
activity bond" as that term is defined in Section
141 of the Code;
(iii)
ninety-five percent or more of the net proceeds of
the sale of the Prior Issue was used for local
governmental activities of the Issuer; and
(iv)
the Issuer (including all agencies,
instrumentalities and political subdivisions of
the Issuer) reasonably expected that the aggregate
face amount of all tax-exempt bonds issued by the
Issuer during the calendar year in which the Prior
Issue was issued would not exceed $5,000,000. For
purposes of such determination, no tax-exempt
obligation was taken into account if it was a
current refunding obligation issued in the
calendar year in which the Prior Issue was being
issued which does not exceed the outstanding
130864.1 01q558 CERT
(redeemed) principal amount of the obligation to
be refunded.
(b) The Note is not subject to the rebate requirement
imposed by Section 148 of the Code because all of the proceeds of
such Note will be expended to pay the Prior Issue within 90 days
of the date hereof and will, therefore, qualify for the six-month
expenditure exception to rebate.
3.3. No Excess Proceeds. The total proceeds of sale
of all bond anticipation notes issued to date for the Project do
not exceed the total cost of the Project.
3.4. Source of Repayment Funds. The Note will be paid
from taxes and the proceeds of other obligations of the Issuer
issued to fund the Note.
3.5. Debt Service Fund. The taxes used to pay
principal and interest on the Note, whether or not deposited in a
debt service fund, will be expended within 13 months of the date
of deposit in such fund, or the date of their accumulation, in
the payment of debt service on the Note. Any amounts received
from the investment of such deposit or accumulation will be
expended within one year of receipt. The debt service fund, if
any, will be used to achieve a proper matching of revenues and
debt service and will be depleted at least annually except for a
reasonable carryover amount which will not exceed the greater of
the earnings on such fund for the immediately preceding year or
one-twelfth of the debt service on the Note for the immediately
preceding year.
3.6. Sinkinq Funds. Except for the debt service fund
described herein the Issuer has not created or established~ and
does not expect to create or establish, any sinking fund or other
similar fund which the Issuer reasonably expects to use to pay
principal or interest on the Note.
ARTICLE IV
Bank 0ualification
4.1. Desiqnation. The Note is hereby designated as a
"qualified tax-exempt obligation" pursuant to the provisions of
Section 265 of the Code. In making such designation it has been
determined that:
(i} the Note currently refunds the Prior Issue;
(ii) the Prior Issue was designated as a "qualified
tax-exempt obligation";
(iii) the aggregate face amount of the Note does not
exceed $10,000,000;
136864.l 1~15558 CERT
(iv) the Prior Issue had a weighted average maturity of
3 years or less;
the maturity date of the Note, as measured from
the original date of issuance of the notes issued
pursuant to the Resolution, in renewal of which
such Note is being issued, does not exceed 30
years; and
(vi)
not more than $10,000,000 of obligations issued by
the Issuer during the calendar year in which the
Prior Issue was issued were designated by Ehe
Issuer as "qualified tax-exempt obligations."
IN WITNESS WHEREOF,
I have hereunto set my hand and
affixed the corporate seal of the
Town of Southold, this 16th day of
May, 1996.
(SEAL)
Supervisor
136864 I 015558 CERT
AFFIDAVIT AS TO NO CONFLICT OF INTEREST
STATE OF NEW YORK )
:SS:
COUNTY OF SUFFOLK )
Judith T. Terry, being duly sworn upon her oath deposes
and says:
1. I am the duly appointed, qualified and acting Town
Clerk of the Town of Southold, in the County of Suffolk, New York
(herein and in Schedule A annexed hereto called "Town");
2. That with respect to the contract of sale of the
Note of the Town described in the Certificate of Determination
executed by the Supervisor on the 16th day of May, 1996 to the
financial institution indicated in such Certificate, I have made
a careful inquiry of each officer and employee of the Town having
the power or duty to (a) negotiate, prepare, authorize or approve
the contract or authorize or approve payment thereunder, (b)
audit bills or claims under the contract or (c) appoint an
officer or employee who has any of the powers or duties set forth
above, as to whether or not such officer or employee has an
interest (as defined pursuant to Article 18 of the General
Municipal Law) in such contract;
3. That upon information and belief, as a result of
such inquiry, no such officer or employee has any such interest
in said contract, unless otherwise noted in Schedule A annexed
hereto and by this reference made a part hereof.
Town Clerk-
Subscribed and sworn to before me
5his 16th day of May, 1996.
Notary Public, State of New York
BARBARA ANN RUDDER
Notary Public, State ef New Ym'k
No. 4855805
Qualified in Suffolk County ~
Commi$,~,on Expires AoriI 14, 19 ~
136864 I 0t5558 CERT
SCHEDULE A
1., is a stockholder of the
purchaser, owning or controlling, directly or indirectly, less
than five per centum (5%) of the outstanding stock thereof but no
disclosure of such interest by said officer is required pursuant
to said Law.
2. , has an interest in the purchaser,
solely by reason of employment as an officer or employee thereof,
but the remuneration of such employment will not be direculy
affected as a result of said contract and the duties of such
employment do not directly involve the procurement, preparation
or performance of any such part of such contract.
3. , has publicly disclosed the
nature and extent of such interest in writing to the governing
board of the Town. Such written disclosure has been made a part
of and set forth in the official record of proceedings of the
Town.
136864. l 015558 CERT
CERTIFICATE OF DETERMINATION BY THE SUPERVISOR
RELATIVE TO AUTHORIZATION, SALE, ISSUANCE, FORM
AND CONTENTS OF A $204,000 BOND ANTICIPATION NOTE
FOR PAYLOADER AND TRUCK TRACTOR-1996 OF THE TOWN
OF SOUTHOLD, NEW YORK.
I, Jean W. Cochran, Supervisor of the Town of Southold,
New York {herein called the "Town"), HEREBY CERTIFY that pursuant
to the powers and duties delegated to me as the chief fiscal
officer of the Town, by the Town Board of the Town, pursuant to
the resolution duly adopted and as referred to in paragraph 1
hereof, and subject to the limitations prescribed in said
resolution, I have made the following determinations:
1. A bond anticipation note (the "Note") of the Town
in the principal amount of $204,000 shall be issued in
anticipation of the sale of serial bonds authorized pursuant to
the resolution entitled:
"Bond Resolution of the Town of Southold, New
York, adopted November 1, 1994, authorizing the
acquisition of machinery and apparatus for lease
to and use by the Southold Solid Wasne Management
District, stating the estimated maximum cost
thereof is $335,000, appropriating said amount
therefor, including the amount of $30,000 to be
received as an allowance on the trade-in of
machinery and apparatus currently owned by the
Town to be applied towards the cost thereof, and
authorizing the issuance of $305,000 serial bonds
of said Town to finance said approprianion
duly adopted by the Town Board on the date therein referred to.
2. The terms, form and details of said Note shall be
as follows:
Amount and Title:
$204,000 Bond Anticipation Note for
Payloader and Truck Tractor-1996
Dated: May 16, 1996
Matures:
May 16, 1997, subject to prior
redemption
Number and
Denomination:
No. R-l, an $204,000
Interest Rate
per annum: 3.90%
I36B64.[ {}15558 CERT
Form of Note:
Substantially in accordance with
form prescribed by Schedule B, 2 of
the Local Finance Law of the State
of New York.
3. Said Note is issued to renew, in part, a bond
anticipation note in the amount of $255,000 maturing on May 16,
1996, the redemption thereof having been provided to the extent
of $51,000 from a source other than the proceeds of serial bonds.
4. The amount of bond anticipation notes originally
issued in anticipation of the issuance of serial bonds authorized
pursuant to the resolution referred to in paragraph 1 hereof,
including the Note, is $255,000, and the amount of bond
annicipation notes which will be outstanding after the issuance
of the Note, including said Note, will be $204,000.
5. The serial bonds authorized pursuant to the
resolution referred to in paragraph 1 hereof are for an
improvemen5 which is non-assessable.
6. Pursuant to said powers and duties delegated to
me, I DO HEREBY AWARD AND SELL said Note to Fleet Bank, Southold,
New York, for the purchase price of $204,000, plus accrued
in5erest, if any, from the date of said Note to the date of
delivery thereof, and I FURTHER DETERMINE that said Note shall be
payable as to both principal and interest at the office of the
Town Clerk, Town of Southold, Town Hall, 53095 Main Road,
Soushold, New York, and shall bear interest at the rate of three
and ninety hundredths per centum (3.90%) per annum, payable at
maturity or prior redemption.
7. Said Note shall be executed in the name of the
Town by its Supervisor and the corporate seal of the Town (or a
facsimile thereof) shall be affixed, imprinted, engraved or
otherwise reproduced thereon and attested by its Town Clerk.
I HEREBY FURTHER CERTIFY that the powers and duties
delegated to me to issue and sell the Note hereinabove referred
to are in full force and effect and have not been modified,
amended or revoked.
IN WITNESS WHEREOF, I have hereunto set my hand this
16th day of May, 1996.
Supervisor
13686~ I 0t5558 CERT
CLERK'S CERTIFICATE
I, Judith T. Terry, Town Clerk of the Town of Southold,
in the County of Suffolk, New York, HEREBY CERTIFY that I have
compared the foregoing copy of the Certificate of Determination
executed by the Supervisor and ~he same is a true and complete
copy of the Certificate filed with said Town in my office as Town
Clerk on the 16th day of May, 1996; and
I FURTHER CERTIFY that no resolution electing to
reassume any of the powers or duties mentioned in said
Certificate and delegated to the Supervisor by the resolution
cited in said Certificate has been adopted by the Town Board of
~he Town.
IN WITNESS WHEREOF,
I have hereunto set my hand and
affixed the corporate seal of said
Town this 16th day of May, 1996.
/SEAL)
Town Clerk
136864.1 015558 CERT
No. 1
UNITED STATES OF AMERICA
STATE OF NEW YORK
COUNTY OF SUFFOLK
TOWN OF SOUTtlOLD
BOND ANTICIPATION NO~E FOR PAYLOADER AND TRUCK TRACTOR-1095
/
The Town of Southold, in the Count_~ of Suflblk, a municipal corporation of the State of New York, hereby
acknowledges itself indebted and for value retell/ed promises to pay to the bearer of lifts Note, or if it be registered, to the
registered holder, the sum of TWO IIUNDRED] FIFTY-FIVE TIIOUSAND DOLLARS ($255,000) on the 16th day of
May, 1996, together with
(4.38%) per annum, payable at
United States of America, at
At the request of the hold¢ the Town
name of the holder in the
registration hereon, a~er which both
legal representatives, successors o
Clerk with a written
his books and shall endorse a certificate
registered holder, or his legal representative:
signature thereto shall be certified as to its
do business in this State.
date hereof at the rate of four and thirty-eight hundredths per centum
this Note will be paid in lawful money of the
Town Hall, Southold, New York
:rk shall convert this Note into a registered Note by registering it in the li~i
the office of such Tov. n Clerk and endorsing a certificate of such
interest °n this N°te shall be payable °nly t° the registered h°lder' his t~i!,y upon presentation to such Town
lerk shall thereupon register this Note in the name of the transferee in
hereon. Such transfer shall be dated, and signed by thc
be duly acknowledged or proved, or in the ahemative thc
,' an officer of a bank or trust company located and authorized to
This Note is tile only
called for redemption on any
of redemption by mailing of v
holder, and interest shall cease to
authorized
or to maturity a
hereon
This Note is issued
Consolidated Laws of tile State of New
$255,000. This Note may be
the giving of at least five (5) days' written notice of the date
pnrchaser, or if this Note be registered to the registered
such date of redemption.
the Local Finance Law, constituthlg Chapter 33-a of the
y adopted by the To~n Board on November 1, 1994,
authorizing the issuance of $305 acquisition of machinery and apparatus for lease to and use by the
Southold Solid Waste Management District. and the Certificate of Determination executed by the Supervisor on May 16.
1995.~ ~a ~"
This Note has been designated by qualitlcd tax-exempt obligathm pursuant to the provisions of
Section 265 of thc lntemal Revenue Code of~ ~ an~ded.
Thc filth and cr~it of ~uch To~~herebv irrevocably pledged Ibc the punctual pay~nent of the
pmcipal of and ~terest on this Note accordi%~o ~ te~ - -
It is hereby ce~ified and, recited ~~ and things required hy the Constitution and s~tutes of the ~{5~"~?t~5'~
State of New York to ernst, ~,~ haxe~ne~nd t~bcen performed precedent to and in the issuance of this Note .~ ,
exist, have happened and ha, e bee(pe~an~~ogether with all other indebtedness of such Town of SJ{~,'
Southold, is with~ every debt and ~thc~scfibed by ~itution and laws of such State.
IN[qT~SSWHEREO~hcTownofSoutholdhascause~thisNotctobesi~dbvitsSu~mtsorandits 1[~
co.orate s~l (or a facsimile thcreo0 t0,~c affixed, imprinted, engraved c~ othe~isc repr~quccd~ereon and attested by its ' ~' ~
Town Clerk and this Note to be dat~ as ~f. the...16th day of May, 1995.~TOWN OF~OUTII~~ // __ [~ ~[~.~'~' ~
~ Supcn'isor ~ /
ATTEST:
CERTIFICATES AS TO SIGNATURES, LITIGATION,
AND DELIVERY AND PAYMENT
WE, the undersigned officers of the Town of Southold,
in the County of Suffolk, a municipal corporation of the State of
New York and herein referred to as the "Town", HEREBY CERTIFY
that on or before May 16, 1995, we officially signed and properly
executed by manual signatures the $255,000 Bond Anticipation Note
for Payloader and Truck Tractor-1995 (the "Note") of the Town,
payable to bearer and otherwise described in Schedule A annexed
hereto and by this reference made a part hereof, and that at the
time of such signing and execution and on the date hereof we were
and are the duly chosen, qualified and acting officers of the
Town authorized to execute said Note and holding the respective
offices indicated by the titles set opposite our signatures
hereto for terms expiring on the respective dates set opposite
such titles.
WE FURTHER CERTIFY that no litigation of any nature is
now pending or threatened restraining or enjoining the issuance
or delivery of said Note or the levy or collection of any taxes
to pay the interest on or principal of said Note, or in any
manner questioning the authority or proceedings for the issuance
of said Note or for the levy or collection of said taxes, or
relating to said Note or affecting the validity thereof or the
· levy or collection of said taxes, that neither the corporate
existence or boundaries of the Town nor the title of any of the
present officers thereof to their respective offices is being
· contested, and that no authority or proceedings for the issuance
of said Note has or have been repealed, revoked or rescinded.
WE FURTHER CERTIFY that the seal which is impressed
upon this certificate has been affixed, impressed, imprinted or
otherwise reproduced upon said Note and is the legally adopted,
.proper and only official corporate seal of the Town.
And, I, Thomas H. Wickham, Supervisor, HEREBY FURTHER
.CERTIFY that on May 16, 1995, I delivered or caused the delivery
of said Note to Fleet Bank, Southold, New York, the purchaser
thereof, and that at the time of such delivery of said Note, I
received from said purchaser the amount hereinbelow stated, in
full payment for said Note, computed as follows:
Price ............................... $255,000
Interest on said Note accrued to the
date of such delivery ............. -0-
Amount Received .....................
$255,000
NYI HI6220.[ 015558 CERT
( SEAL )
IN WITNESS WHEREOF, we have hereunto set our hands and
said corporate seal has hereunto been affixed this 16th day of
May, 199~/
Sign~ure/
Term of Office
Expires Title
December 31, 199_~~ Supervisor
~~,~-~~--~ December 31, 199~
Town Clerk
I HEREBY CERTIFY that the signatures of the officers of
the above-named Town, which appear above, are true and genuine
and that I know said officers and know them to hold the
respective offices set opposite their signatures.
-- (Signature) (Title) (Name of Bank)
NYI 106220 I 015558 CERT
ATTORNEY'S CERTIFICATE
~ am a licensed
I, Laury L. Dowd, ~EREBY cERTIFY that ~fficeS at 53095
of NeW york having
am the duly chosen, qualified
....... york, and _~ southold, ~ ~w york and
attorney at law o~ the state in the County
~ ~d southOld, m~ of the ToWn ~the state ~a ~'~ any
heremn Town, P yable t~ ~earer
of S~ff~eferred to as ~ threatened rest
nature is now pending
m~ .... descr~ as set forth in schedul
and otherWm~eferenCe made a part hereof or the levy or
and by this o ay the interest on or principal o~
. authority or
collection of any taxeS t P~stiOnLng the [or the levy or
- ~ °a~d Note or a~ecting
said Note, or in any manner q said Note
for the issuance of
~ ~lating to s . _ ~ said taxeS,
· ~ ~d taxeS, o~ ~ collect~O~ ~
proceedings ndarieS of the T?Wn
~¥istence °r?°U_ ~ereO£ to themr
the vallU~ corporate ~ ~t off~cer~ ~ authority or
that neither th~ any of the preS~ have been
nor the title o~ being contested, and that no
respeCtive offices is
· for the issuance of said Note has or
proceedings -~-~ or rescinded this
~epealed, reVu~ '
IN wITNESS w~EREOF, I have hereunto set my hand
16th day of May, 1995.
N\'I l~6220A 015558 CERT
SCHEDULE A
Amount and Title:
Dated:
Matures:
Number and
Denomination:
Interest Rate
per annum:
$255,000 Bond Anticipation Note for Payloader
and Truck Tractor
May 16, 1995
May 16, 1996, subject to prior redemption
Number 1, at $255,000
4.38%
NY! 106220.1 0t5558 CERT
AFFIDAVIT AS TO NO CONFLICT OF INTEREST
STATE OF NEW YORK )
:SS:
COUNTY OF SUFFOLK )
Judith T. Terry, being duly sworn upon her oath
deposes and says:
1. I am the duly appointed, qualified and acting Town
Clerk of the Town of Southold, in the County of Suffolk, New York
(herein and in Schedule A annexed hereto called "Town");
2. That with respect to the contract of sale of the
Note of the Town described in the Certificate of Determination
executed by the Supervisor on the 16th day of May, 1995, to the
financial institution indicated in such Certificate, I have made
a careful inquiry of each officer and employee of the Town having
the power or duty to (a) negotiate, prepare, authorize or approve
the contract or authorize or approve payment thereunder, (b)
audit bills or claims under the contract, or (c) appoint an
officer or employee who has any of the powers or duties set forth
above, as to whether or not such officer or employee has an
interest (as defined pursuant to Article 18 of the General
Municipal Law) in such contract;
3. That upon information and belief, as a result of
such inquiry, no such officer or employee has any such interest
in said contract unless otherwise noted in Schedule A annexed
hereto and by this reference made a part hereof.
Town ~lerk ' ~
Subscribed and sworn to before me
this 16th day of May, 1995.
otary Public, State of New York
I. BIDA J. COOl'ER
Note~' Public, State of New York
No. 4~22563. Suffolk County ~/~
NYI I06220 I 015558 CER~t
SCHEDULE A
1. , is a stockholder of the Purchaser
owning or controlling, directly or indirectly, less than five per
centum (5%) of the outstanding stock thereof but no disclosure of
such interest by said officer is required pursuant to said Law.
2. has an interest in the Purchaser
solely by reason of employment'as an officer or employee thereof,
but the remuneration of such employment will not be directly
affected as a result of said contract and the duties of such
employment do not directly involve the procurement, preparation
or performance of any such part of such contract.
3. , has publicly disclosed the
nature and extent of such interest in writing to the governing
board of the Town. Such written disclosure has been made a part
of and set forth in the official record of proceedings of the
Town.
NY1 106220.1 1115558 CERT
CERTIFICATE OF DETERMINATION BY THE SUPERVISOR
RELATIVE TO AUTHORIZATION, SALE, ISSU~LNCE, FORM
AND CONTENTS OF A $255,000 BOND ANTICIPATION NOTE
FOR PAYLOADER AND TRUCK TRACTOR-1995 OF THE TOWN
OF SOUTHOLD, NEW YORK.
I, Thomas H. Wickham, Supervisor of the Town of
Southold, New York (herein called the "Town"), HEREBY CERTIFY
that pursuant to the powers and duties delegated to me, the chief
fiscal officer of the Town, by the Town Board of the Town,
pursuant to the bond resolution duly adopted and as referred to
in paragraph 1 hereof, and subject to the limitations prescribed
in said resolution, I have made the following determinations:
1. A bond anticipation note (the "Note") of the Town in
the principal amount of $255,000 shall be issued in anticipation
of the sale of serial bonds authorized pursuant to the bond
resolution entitled:
"Bond Resolution of the Town of Southold, New
York, adopted November 1, 1994, authorizing the
acquisition of machinery and apparatus for lease
to and use by the Southold Solid Waste Management
District, stating the estimated maximum cost
thereof is $335,000, appropriating said amount
therefor, including the amount of $30,000 to be
received as an allowance on the trade-in of
machinery and apparatus currently owned by the
Town to be applied towards the cost thereof, and
authorizing the issuance of $305,000 serial bonds
of said Town to finance said appropriation
duly adopted by the Town Board on the date therein referred to.
2. The terms, form and details of said Note shall be as
follows:
Amount
Dated:
and Title:
$255,000 Bond Anticipation Note for
Payloader and Truck Tractor-1995
May 16, 1995
Matures:
May 16, 1996, subject to prior
redemption
Number and
Denomination:
Interest Rate
per annum:
Number 1,
4.38%
at $255,000
NYI [06220 I 015558 CERT
Form of Note:
Substantially in accordance with
form prescribed by Schedule B, 2 of
the Local Finance Law of the State
of New York.
notes.
3. Said Note is not issued in renewal of any note or
4. The amount of bond anticipation notes originally
issued in anticipation of the issuance of serial bonds authorized
pursuant to the resolution referred to in paragraph 1 hereof,
including the Note, is $255,000, and the amount of bond
anticipation notes which will be outstanding after the issuance
of the Note, including said Note, will be $255,000.
5. The serial bonds authorized pursuant to the
resolution referred to in paragraph 1 hereof are for an
improvement which is non-assessable.
6. Pursuant to said powers and duties delegated to me,
I DO HEREBY AWARD AND SELL said Note to Fleet Bank, Southold, New
York, for the purchase price of $255,000, plus accrued interest,
if any, from the date of said Note to the date of delivery
thereof, and I FURTHER DETERMINE that said Note shall be payable
as to both principal and interest at the Office of the
Supervisor, Town Hall, Southold, New York, and shall bear
interest at the rate of four and thirty-eight hundredths per
centum (4.38%) per annum, payable at maturity or prior
redemption.
7. Said Note shall be executed in the name of the Town
by its Supervisor and the corporate seal of the Town shall be
affixed thereto and attested by its Town Clerk.
I HEREBY FURTHER CERTIFY that the powers and duties
delegated to me to issue and sell the Note hereinabove referred
to are in full force and effect and have not~n modified,
amended or revoked.
IN WITNESS WHEREOF, I have hereuntO/set my ha~d this
16th day of
Supervisor
NYI 06220 l 015558 CERT
CLERK'S CERTIFICATE
I, Judith T. Terry, Town Clerk of the Town of Southold,
in the County of Suffolk, New York, HEREBY CERTIFY that I have
compared the foregoing copy of the Certificate of Determination
executed by the Supervisor and the same is a true and complete
copy of the Certificate filed with said Town in my office as Town
Clerk on the 16th day of May, 1995; and
I FURTHER CERTIFY that no resolution electing to
reassume any of the powers or duties mentioned in said
Certificate and delegated to the Supervisor by the resolution
cited in said Certificate has been adopted by said Town Board.
IN WITNESS WHEREOF,
I have hereunto set my hand and
affixed the corporate seal of said
Town this 16th day of May, 1995.
(SEAL)
Town Clerk
NYI 106220 I 015558 CERT
ARBITRAGE AND USE OF PROCEEDS CERTIFICATE
I, Thomas H. Wickham, Supervisor of the Town of
Southold (the "Issuer"), in the County of Suffolk, State of New
York, HEREBY CERTIFY with respect to the issuance of the $255,000
Bond Anticipation Note for Payloader and Truck Tractor-1995 of
the Issuer (herein referred to as the "Note" or "Notes" , dated
and issued on May 16, 1995, as follows:
Unless the context clearly requires otherwise, all
capitalized terms not otherwise defined herein shall have the
meanings set forth below or in the Resolution, the Code or the
Regulations (each as defined below):
ARTICLE I
General
1.1. Authority of Siqnatory. I am an officer of the
Issuer charged with the responsibility for the execution,
delivery, and issuance of the Note and am acting for and on
behalf of the Issuer in signing this certificate.
1.2. Purpose of Certificate. This certificate is made
for the purpose of establishing evidence of the expectations of
the Issuer as of the date hereof as to future events regarding
the amount and use of proceeds of the Note. It is intended and
may be relied upon for purposes of Sections 103 and 148 of the
Internal Revenue Code of 1986, as amended (the "Code"), and as a
certification described in Section 1.148-2(b) (2) of the Treasury
Regulations (the "Regulations"). This certificate is executed
and delivered as part of the record of proceedings in connection
with the issuance of the Note. The provisions of this
certificate constitute a contractual obligation of the Issuer in
consideration for the purchase of and payment for the Note by the
purchaser(s) thereof.
1.3. Reasonable Expectations. This certificate sets
forth the facts, estimates and circumstances now in existence
which form the basis for the Issuer's expectation that the
proceeds of the Note will not be used in a manner that would
cause the Note to be an arbitrage bond under Section 148 of the
Code or a private activity bond under Sections 103 and 141 of the
Code. To the best of my knowledge and belief, such expectation
is reasonable and there are no other facts, estimates or
circumstances that would materially change that expectation.
1.4. No Composite Issue. No other governmental
obligations have been sold fewer than 15 days prior to, or will
be sold fewer than 15 days after, the sale date of the Note,
NYI [06220.1 015558 CERT
pursuant to a common plan of financing which are expected to be
paid from substantially the same source of funds as the Note.
1.5 No Federal Guarantee. The Issuer represents and
covenants that, except for the gross proceeds of the Note which
are: (a) invested during the temporary period referred to in
Article III, (b) held in any refunding escrow, or (c) invested in
obligations of the United States Treasury or in obligations
issued pursuant to Section 2lB(d) (3) of the Federal Home Loan
Bank Act, as amended by Section 511(a) of the Financial
Institutions Reform, Recovery and Enforcement Act of 1989, or any
successor provision to Section 2lB(d) (3) of the Federal Home Loan
Bank Act, as amended:
(i)
No portion of the payment of principal or interest
with respect to the Note is or will be guaranteed
directly or indirectly by the United States or any
agency or instrumentality thereof (herein
"federally guaranteed"); and
(ii
No portion of the gross proceeds of the Note in
excess of five percent of such gross proceeds is
or will be (A) used in making loans the payment of
principal or interest with respect to which is to
be federally guaranteed, or (B) invested directly
or indirectly in federally insured deposits or
accounts.
1.6 Tax Representation. The Issuer expects to be able
to and will comply with all the procedures and provisions set
forth herein, and will do and perform all acts and things
necessary and desirable within its reasonable control in order to
assure that interest paid on the Note shall be excluded from
gross income of the owners thereof for the purpose of federal
income taxation.
1.7. Additional Information. The Issuer will provide
such other information as may be required to assure the exclusion
from gross income of interest on the Note for federal income
taxation purposes.
1.8. Non-Purpose Investments. Not more than 50% of the
proceeds of the Note are being invested in investments not
acquired to carry out the governmental purposes of the issue at a
guaranteed yield and having a term of 4 years or more.
1.9 IRS Information Reportinq. The Issuer will make a
timely filing of the appropriate IRS Form 8038-G or 8038-GC.
NYI 106220 I 015558 CERT
ARTICLE II
Use of Project and__Proc__eed~
2.1. A__uthorization. (a) The Note is authorized to be
issued pursuant to applicable provisions of the laws of the State
of New York and the bond resolution duly adopted by the Town
Board on November 1, 1994 (the ,,Resolution"), as referred to in
the Certificate of Determination executed by the Supervisor on
May 16, 1995.
(b) For purposes of this Article II the term
,,proceeds" means the net amount (after payment of all costs and
expenses associated with issuing the Note) received by the Issuer
from the sale of the Note, excluding accrued interest.
2.2. Purpose of Issue. The Note is being issued to
provide funds for the purchase of a payloader and truck tractor
(the ,,Project"), as further described in the Resolution.
2.3. Use of Proceeds. The proceeds of sale of the
Note will be used to provide original funds for the Project.
2.4. Ownership/Lease/Sale- The Project will be owned
by the Issuer or another state or local governmental unit and
· will not be leased to any person who is not a state or local
governmental unit. It will not (except to the extent that any of
the projects financed involve grants) be sold or otherwise
-disposed of, in whole or in part, except for incidental sales of
surplus items the proceeds of which will not constitute net
operating profits or net capital profits to the Issuer, prior to
the maturity date of the Note.
2.5. Private Loans. Not more than the lesser of 5
percent or $5,000,000 of the proceeds of the Note will be used
- directly or indirectly to make loans to persons other than a
governmental unit.
2.6. Private Use. The aggregate amount of proceeds of
the Note used directly or indirectly in a trade or business
carried on by a person other than a state or local governmental
unit (,,Private Use"), will not exceed 10% of such proceeds in the
event that more than 10% of the principal or 10% of the interest
due on the Note during the term thereof is, under the terms of
the Note or any underlying arrangement, directly or indirectly,
secured by any interest in property used or to be used for a
Private Use or in payments in respect of property used or to be
used for a Private Use or is to be derived from payments, whether
or not to the Issuer, in respect of property or borrowed money
used or to be used for a Private Use.
NYI 106220.1 015558 CERT
2.7. Unrelated/Related Disproportionate Us~. No more
than 5% of the proceeds of the Note will be used directly or
indirectly in the trade or business of a person other than a
governmental unit that is unrelated or related and
disproportionate to the governmental use of the property being
financed, including any private loan financing described in
Section 2.5 which meets this test. For purposes of this
Arbitrage and Use of Proceeds Certificate, proceeds of the Note
are allocable to an unrelated Private Use if such use is neither
directly nor operationally related to a governmental use and
proceeds of the Note are allocable to a disproportionate related
Private Use to the extent that the proceeds of the Note which are
to be used to finance property used by a nongovernmental person
in a trade or business which is related to the governmental use
of the property referred to in Section 2.6 above, exceeds the
proceeds of the Note which are to be used for the governmental
use to which such Private Use relates.
2.8. Other Private Uses Defined. For purposes of
Section 2.6 and 2.7, a Private Use consists of any contract or
other arrangement including, without limitation, leases,
management contracts, guarantee contracts, take or pay contracts,
or put or pay contracts, which provides for a use of the Project
by a person or persons who are not State or local governments on
a basis different than the general public. Any management, or
operations contract or agreement which provides for
nongovernmental use will provide for reasonable compensation
which is in no part based on net profits and will satisfy the
provisions of (a), (b) or (c) below:
(a) for contracts which provide compensation for each
annual period based on a periodic fixed fee, a capitation
fee or combination thereof, (i) the contract has a term
(including renewal options) not exceeding five years; (ii)
the issuer may terminate the contract, without penalty, at
the end of any three year period, and (iii) at least 50% of
the compensation paid is on a periodic, fixed fee basis;
(b) for contracts entered into or materially modified
(other than pursuant to a renewal option) after March 15,
1993, which provide compensation based on a per unit fee or
a combination per unit and periodic fixed fee, (i) the
contract has a term (including renewal options) not
exceeding three years; (ii) the issuer may terminate such
contract (without penalty) at the end of the second year of
the term, and (iii) the amount of the per unit fee is
specified in the contract or otherwise limited by the
qualified user or a third party;
(c) for contracts entered into or materially modified
(other than pursuant to a renewal option) after March 15,
1993, which provide compensation based on a percentage of
NYI 106220.I 015558 CERT
fees charged, (i) the contract has a term (including renewal
options) not exceeding two years, (ii) the issuer may
terminate the contract (without penalty) at the end of the
first year, and (iii) the service provider primarily
provides services to third parties or the contract involves
a facility during an initial start-up period;
(d) For purposes of this Section 2.8:
(i)
"capitation fee" means a fixed periodic amount
paid under a management contract or agreement for
each person for whom the service provider assumes
the responsibility to provide all needed services
for a specified period, provided the quantity and
type of services actually provided vary
substantially;
(ii)
"periodic fixed fee" means a stated dollar amount
for services rendered during a specified period of
time (i.e. SXX per month) which amount may
automatically increase according to a specified,
objective, external standard; and
{iii)
"per unit fee" means a stated dollar amount for
each unit of service provided (i.e. SXX per
medical procedure).
2.9. Pooled Loan Financinqs. To the extent the amount
of proceeds of the Note to be used to make loans to any borrowers
(including loans referred to in Section 2.5 above and loans to
state or local governmental units) exceeds $5,000,000, at least
95% of the net proceeds of the issue (as defined in Section 150
of the Code but without including proceeds used to finance costs
of issuance or capitalized interest) that are to be used to make
loans, will have been used within 3 years of the date hereof to
make such loans. The payment of legal and underwriting costs is
not contingent and at least 95% of the reasonably expected legal
and underwriting costs associated with issuance will be paid
within 180 days of the date hereof.
2.10. Output Facilities. No more than 5% of the
proceeds of the Note are to be used with respect to any output
facility (other than a facility for the furnishing of water). No
more than the lesser of $5,000,000 or 5% of the proceeds of the
Note are to be used (directly or indirectly) for the acquisition
of a nongovernmental output facility.
NYI 106220.1 015558 CERT
ARTICLE III
Arbitraqe/Rebate Exemption
3.1. Temporary Period. The proceeds of the sale of
the Note may be invested without restriction as to yield during
the three-year temporary period commencing on the date hereof,
because:
(a) The Issuer has entered into or will enter into
within six months from the date of this certificate, binding
commitment(s) for the acquisition, construction or
accomplishment of the Project, and the amount of such
commitment(s) with respect to such Project will or do exceed
the amount equal to 5% of $255,000, being the aggregate
amount of obligations currently issued for such Project.
(b) Such Project has been completed, or, if such
Project has not been completed, work on the acquisition,
construction or accomplishment of such Project will proceed
or is proceeding with due diligence to completion.
(c) It is reasonably expected that at least 85 percent
of the net sale proceeds of the Note will be expended within
three years from the date of this Certificate. No more than
50 percent of the proceeds of the bonds will be invested in
nonpurpose investments with a term of four years or more.
3.2. Rebate. The Note is not subject to the rebate
requirement imposed by Section 148 of the Code because:
(i)
the Issuer is a governmental unit with general
taxing powers;
(ii)
the Note does
bond" as that
the Code;
not constitute a "private activity
term is defined in Section 141 of
(iii)
ninety-five percent or more of the net proceeds
the sale of the Note is to be used for local
governmental activities of the Issuer; and
of
(iv)
the Issuer (including all agencies,
instrumentalities and political subdivisions of
the Issuer) reasonably expects that the aggregate
face amount of all tax-exempt bonds issued by the
Issuer during the current calendar year will not
exceed $5,000,000. For purposes of such
determination, no tax-exempt obligation shall be
taken into account if it is a current refunding
obligation issued in the calendar year in which
the Note is being issued which does not exceed the
NYI 106220.[ 015558 CERT
outstanding principal amount of the obligation to
be refunded.
3.3. No Excess Proceeds. The total proceeds of sale
of all bond anticipation notes issued to date for the Project do
not exceed the total cost of the Project.
3.4. Source of Repayment Funds. The Note will be paid
from taxes and the proceeds of other obligations of the Issuer
issued to fund the Note.
3.5. Debt Service Fund. The taxes used to pay
principal and interest on the Note, whether or not deposited in a
debt service fund, will be expended within 13 months of the date
of deposit in such fund, or the date of their accumulation, in
the payment of debt service on the Note. Any amounts received
from the investment of such deposit or accumulation will be
expended within one year of receipt. The debt service fund, if
any, will be used to achieve a proper matching of revenues and
debt service and will be depleted at least annually except for a
reasonable carryover amount will not exceed the greater of the
earnings on such fund for the immediately preceding year or one-
twelfth of the debt service on the Note for the immediately
preceding year.
3.6. Sinkinq Funds. Except for the debt service fund
described herein the Issuer has not created or established, and
does not expect to create or establish, any sinking fund or other
similar fund which the Issuer reasonably expects to use to pay
principal or interest on the Note.
ARTICLE IV
Bank Qualificatiom
4.1. Desiqnation. The Note is hereby designated as a
"qualified tax-exempt obligation" pursuant to the provisions of
Section 265 of the Code. In making such designation it has been
determined that:
(±)
the Issuer does not reasonably anticipate that the
amount of "qualified tax-exempt obligations" to be
issued by the Issuer during the current calendar
year will exceed $10,000,000; and
(ii)
the amount of "qualified tax-exempt obligations,,
issued by the Issuer during the current calendar
year does not as of this date, and including this
issue, exceed $10,000,000.
NYI 106220.1 0[5558 CERT
( SEAL )
IN WITNESS WHEREOF,
I have hereunto set my hand and
affixed the cg~porate seal of the
Town of Sout~fld, this 16th day of
May, 1995./~ /
Supervisor
NYI [06220.[ 015558 CERT
The resolution published
herewith has been aOopted on
the I st day of November, 1994,
and the validity of the obliga-
tions authorized by such reso-
lution may be hereafter con-
tested only if such obligations
were authorized for an object
or purpose for which the
TOWN' OF SOUTHOLD, in
the County of Suffolk, New
York, is not authorized to ex-
pend money or if the provisions
of law which should have been
complied with as of the dat~ of
publication of this Notice were
not substantially complied
with, and an action, suit or pro-
ceeding, contesting such valid-
ity is commenced within
twenty days after the publica-
tion of this Notice, or such ob-
ligations were authorized in
violation of'the provisions of
the constitution.
JUDITH T. TERRY
Town Clerk
BOND RESOLUTION OF
, -THE TOWN OF
SOUTHOLD, NEW YORK,
ADOPTED NOVEMBER 1,
1994, AUTHORIZING THE
ACQUISITION OF
CHINERY AND APPARA-
TUS FOR LEASE TO AND
USE BY THE SOUTHOLD
SOLID WASTE MANAGE-
MENT DISTRICT, STAT-
lNG THE ESTIMATED
MAXIMUM COST
THEREOF IS $335,000,
APPROPRIATING SAID
AMOUNT THEREFOR,
INCLUDING THE
AMOUNT OF $30,000 TO
BE RECEIVED AS AN
ALLOWANCE ON THE
TRADE-IN OF MACHIN-
ERY AND APPARATUS
CURRENTLY OWNED BY
THE TOWN TO BE AP-
PLIED TOWARDS THE
COST THEREOF, AND
AUTHORIZING THE
ISSUANCE OF $305,000
SERIAL BONDS OF SAID
TOWN TO FINANCE THE
BALANCE OF SAID
APPROPRIATION.
THE TOWN BOARD OF
THE TOWN OF
SOUTHOLD, IN THE
COUNTY OF SUFFOLK,
NEW YORK HEREBY RE-
SOLVES (by the favorable
vote of not less than two-thirds
of all the members of said
Town Board) AS FOLLOWS:
Section h The Town of
Southold, in the Count)' of Suf-
folk, New York (herein called
"Town"), is hereby authorized
to acquire machinery and ap-
paratus to be leased to and used
by the Southold Solid Waste
Management District at the
solid waste facility in
Cutchogue, in said District, for
maintaining, constructing, re-
constructing and repairing
same, including: (a) a
payloader, at the estimated
maximum cost of $255,000 and
(b) a truck tractor, at the esti-
mated maximum cost of
$80,000. The estimated total
cost thereof, including prelimi-
nary. costs and costs incidental
thereto and to the financing
thereof, is $335,000 and said
amount is hereby appropriated
therefor, including the amount
of approximately $30,000 ex-
pected to be received as an al-
lowance on the trade-in of ex-
isting machinery and apparatus
cdrrently owned by the Town
towards the cost of the
payloaders, as referred to in
Section I (a) hereof. The plan
of financing includes the issu-
ance of $305,000 serial bonds
of the Town to finance the bal-
ance of said appropriation, and
the levy and collection of taxes
on all the taxable real property
in the Town to pa5' the princi-
pal of said bonds and the inter-
est thereon as the same shall
become due and payable.
Section 2. Serial bonds of
I~onds shall be general obliga-
nons of the Town, payable as
to both pr'nclpal and interest by
general tax upon all the taxable
real properS, within the town
without limitation of rate or
amount. The faith and credit of
the Town are hereby irrevoca-
bly pledged to the punctual
.payment of the principal of and
interest on said bonds and any
notes issued in anticipation of
thc sale of said bonds and pro-
vision shall be made annually
in the budget afthe Town by
appropriation for (a) the amor-
tization and redemption of the
bonds and any notes in antici-
pation ther.~ofto mature in such
year and (b) the payment of
interest to be due and payable
in such )'ear.
Section s. qnbject to the
proxision~ of this resolution
the provMons of Section 2
relative to the authorization
the issuance ofhond~ with sub-
stantially level or declining an-,
nual debt service and or Sec-
tion 30.00 relative to ~he autho-
tion 50.00 and Section~ 56.00
to 60.00 of the kaw. the pox~-
ers and duties et' the
Board relating to authorizing
bond anticipation notes and
prescribing the tenns, tbno and
contents and as to the sale und
issuance of the bonds herein
authorized and ofan~ bond an-
ticipation notes issued in antici-
pation of said bonds, and the
renewals of said notes, are
hereb5 delegated to thc Super-
visor, the chief fiscal officer of
Section 6. Ibc validib of
the bonds amborized by this
resolution and of any notes is-
sued in anticipation of the sale
of said bonds nmb be contested
only it2
(a) such obligations are au-
thorized tbr an 'o~}ecl or pur-
pose for which the Tox~ n is not
authorized to expend mone>, or
(b) the proxisions et' law
which should be complied ~ ith
at the date of the publicanon el
tially compiled x~ith, and an
testing such xalidity is com-
mended within txx enb dax ~
ter thc date ot'snch pub]i~mion.
to) ~ud~ obli~ution~ ,.c au
tboFized in x iolutit,n ot'thc
lution ~hull take el'lect unmc
diately, and the To~xn Clerk l~
hereby authorized and directed
to publish Iht tbre?in~
lution in Ihll. to~ethet xxith a
~otice attacllcd in ~ubqantktlh
the form prescribed b3 ~ecti,n
81.00 ofll~e kuxx in 'llll;
LONG IS[.AND [R.~X-
ELER-X~ ATCtlMA N." a
nex~ spapcr published
Southold. New York. und in"
THE StrFFOI K I[MEN." a
newspaper i)ublished
Mattituck. New York. each or
ertl circulation in fl~e Ioxl n
for ,ttch publication.
IX II
has been ndopted on the 1st day of
the obligations authorized hy such res-
olution may be hereafter contested
only IF such obligations were autho-
rized for an object or purpose for
whisk th~TOWN OF SOUTI~LD, in
the County of Suffolk, New York, is
have been COmplied with a~ of the date
such validity is commenced within
Town C/erk
~43ND I~;IOLUTION O~ TI:[E
,1~94, AUTHORIZING THE
ACQUISITION OF MACHINERy
AND APPARATUS FOR LEASE
MAXIMUM COST THEREOF IS
$30,000 TO BE RECEIVED AS
AN A~OWA, NCE ON THE
cost of $255,000 and (b) a truck eac-
$305,000 ~edal bonds of th~ Town to
STATE OF NEW WORK)
) SS:
COUNTY OF SUFFOLK )
of Mattltuck,
in said Count, being duly sworn, says that he/she is
Principal Clerk of THE SUFFOLK TIMES, a Weekly
Newspaper, published at Mattituck, in the Town of
Southoid, County of Suffolk and State of New York,
and that the Notice of which the annexed is a
printed copy, has been regularly published in said
Newspaper once each week for[o_L weeks
s ccessive y, comm~ff__~ng on the day of
No. F~04884
. Oualified in Suffolk C~ ~J Principal Clerk
om .issio. iros So em ' , .MLr
Notary Public
swornl ,,
day o~~[~/
financing thereof, is :~a~,~ _
amount is hereby appropriated there-
for. including the amount of appmxi-
marely $30.000 expected to be
received as an allowance on the trade-
in of existing machinery and apparalua
currently owned by the Town towards
the cost of the payloader, as re fen-ed to
in Section I (a), hereof. The plan of
financing includes the issuance of
$305,000 serial bonds of the Town to
finance the balance of said appro-
pdation, and the levy and collection of
laxes on all the laxable real propa~ty in
the Town to pay the pdncipai of said
bonds and the interest thereon as the
same shall become due and payable.
Section 2. Serial bonds of the Towu
in the principal amount of $305,000
are hereby authorized to be issued pur-
suant to the provisions of the Local
Finance Law, constituting Chapter
a of the Consolidated Laws of the
State of New York (herein called
"Law"), to finance the balance of said
appropriation.
Section 3. Thc following additional
matters are hereby determined ~
declared:
(a) The period of probable ~
ness applicable to the spaeiti¢ ~
or pun/mae for which said seriai ~
authorized pursuant to thin resolution
are to be issued, within the limitafitms
of Section I 1.00 a. 28. of the Law, is
fifteen (15) years; however, said bonds
and any bond anticipation notes issued
in anticipation of the sale thereof shall
mature no later than five (5) years
from the date of the original issuance
of said bonds or notes.
(b) The proceeds of the bonds here-
in authorized and any bond antic-
ipation notes issued in anticipation of
said bonds may be applied to reim-
burse the Town for expenditures made
after the effective date of this resolu-
tion for the purpose for which said
bonds are authorized. The foregoing
statement of intent with respect lo
reimbursement is made in conformity
with Treasury Regulation Section
1.150-2 of the United States T~easury
Department.
(c) The proposed maturity of the
bonds authorized by this resolution
will not exceed five (5) years.
Section 4. Each of the bonds au-
thorized by this resolution and any
bond anticipation notes issued in an-
ticipation of the sale of said bonds
shall contain the n:citul of validity as
prescribed by Section 52.00 of the
EXTR3%CT OF MINUTES
Meeting of the Town Board of the Town of Southold,
in the County of Suffolk, New York
November 1, 1994
A regular meeting of the Town Board of the Town of
Southold, in the County of Suffolk, New York, was held at the
Town Hall, Southold, New York, on November 1, 1994 at 4:30
o'clock P.M. (Prevailing Time).
There were present: Hon. Thomas H. Wickham,
Supervisor; and
Board Members:
Councilman Joseph J. Lizewski
Councilwoman Alice J. Hussie
Councilman Joseph L. Townsend, Jr.
Councilwoman Ruth D. Oliva
Justice Louisa P. Evans
There were absent: None.
Also present:
Councilwoman Hussie
and moved its adoption:
Judith T. Terry, Town Clerk
Laury L. Dowd, Town Attorney
offered the following resolution
NY! 77919 ! 015558 RES
BOND RESOLUTION OF THE TOWN OF SOUTHOLD, NEW
YORK, ADOPTED NOVEMBER 1, 1994, AUTHORIZING THE
ACQUISITION OF MACHINERY AND APPARATUS FOR
LEASE TO AND USE BY THE SOUTHOLD SOLID WASTE
MANAGEMENT DISTRICT, STATING THE ESTIMATED
MAXIMUM COST THEREOF IS $335,000, APPROPRIATING
SAID AMOUNT THEREFOR, INCLUDING THE AMOUNT OF
$30,000 TO BE RECEIVED AS AN ALLOWANCE ON THE
TRADE-IN OF MACHINERY AND APPARATUS CURRENTLY
OWNED BY THE TOWN TO BE APPLIED TOWARDS THE
COST THEREOF, AND AUTHORIZING THE ISSUANCE OF
$305,000 SERIAL BONDS OF SAID TOWN TO FINANCE
THE BALANCE OF SAID APPROPRIATION.
SUFFOLK,
less than two-thirds of all the members of said Town Board)
FOLLOWS:
Section 1. The Town of Southold,
Suffolk, New York (herein called "Town"),
THE TOWN BOARD OF THE TOWN OF SOUTHOLD, IN THE COUNTY OF
NEW YORK HEREBY RESOLVES (by the favorable vote of not
AS
in the County of
is hereby authorized to
acquire machinery and apparatus to be leased to and used by the
Southold Solid Waste Management District at the solid waste
facility in Cutchogue, in said District, for maintaining,
constructing,
payloader, at
truck tractor,
reconstructing and repairing same, including: (a)
the estimated maximum cost of $255,000 and (b) a
at the estimated maximum cost of $80,000. The
a
NYI 77919.1 015558 RES
estimated total cost thereof, including preliminary costs and
costs incidental thereto and to the financing thereof, is
$335,000 and said amount is hereby appropriated therefor,
including the amount of approximately $30,000 expected to be
received as an allowance on the trade-in of existing machinery
and apparatus currently owned by the Town towards the cost of the
payloader, as referred to in Section 1 (a), hereof. The plan of
financing includes the issuance of $305,000 serial bonds of the
Town to finance the balance of said appropriation, and the levy
and collection of taxes on all the taxable real property in the
Town to pay the principal of said bonds and the interest thereon
as the same shall become due and payable.
Section 2. Serial bonds of the Town in the principal
amount of $305,000 are hereby authorized to be issued pursuant to
the provisions of the Local Finance Law, constituting Chapter 33-
a of the Consolidated Laws of the State of New York (herein
called "Law"), to finance the balance of said appropriation.
Section 3. The following additional matters are hereby
determined and declared:
(a) The period of probable usefulness applicable to the
specific object or purpose for which said serial bonds authorized
pursuant to this resolution are to be issued, within the
limitations of Section 11.00 a. 28. of the Law, is fifteen (15)
years; however, said bonds and any bond anticipation notes issued
in anticipation of the sale thereof shall mature no later than
NYI 77919.1 015558 RES
five (5) years from the date of the original issuance of said
bonds or notes.
(b) The proceeds of the bonds herein authorized and any
bond anticipation notes issued in anticipation of said bonds may
be applied to reimburse the Town for expenditures made after the
effective date of this resolution for the purpose for which said
bonds are authorized. The foregoing statement of intent with
respect to reimbursement is made in conformity with Treasury
Regulation Section 1.150-2 of the United States Treasury
Department.
(c) The proposed maturity of the bonds authorized by
this resolution will not exceed five (5) years.
Section 4. Each of the bonds authorized by this
resolution and any bond anticipation notes issued in anticipation
of the sale of said bonds shall contain the recital of validity
as prescribed by Section 52.00 of the Law and said bonds and any
notes issued in anticipation of said bonds shall be general
obligations of the Town, payable as to both principal and
interest by general tax upon all the taxable real property within
the Town without limitation of rate or amount. The faith and
credit of the Town are hereby irrevocably pledged to the punctual
payment of the principal of and interest on said bonds and any
notes issued in anticipation of the sale of said bonds and
provision shall be made annually in the budget of the Town by
appropriation for (a) the amortization and redemption of the
bonds and any notes in anticipation thereof to mature in such
NY1 77919.1 015558 RES
year and (b) the payment of interest to be due and payable in
such year.
Section 5. Subject to the provisions of this resolution
and of the Law and pursuant to the provisions of Section 21.00
relative to the authorization of the issuance of bonds with
substantially l£.el or declining annual debt service and of
Section 30.00 relative to the authorization of the issuance of
bond anticipation notes and of Section 50.00 and Sections 56.00
to 60.00 of the Law, the powers and duties of the Town Board
relative to authorizing bond anticipation notes and prescribing
the terms, form and contents and as to the sale and issuance of
the bonds herein authorized and of any bond anticipation notes
issued in anticipation of said bonds, and the renewals of said
notes, are hereby delegated to the Supervisor, the chief fiscal
officer of the Town.
Section 6. The validity of the bonds authorized by this
resolution and of any notes issued in anticipation of the sale of
said bonds may be contested only if:
(a) such obligations are authorized for an object or
purpose for which the Town is not authorized to
expend money, or
(b) the provisions of law which should be complied with
at the date of the publication of such resolution
are not substantially complied with,
and an action, suit or proceeding contesting such validity is
commenced within twenty days after the date of such publication,
or
(c) such obligations are authorized in violation of the
provisions of the constitution.
NYI 77919.1 015558 RES
Section 7. This bond resolution shall take effect
immediately, and the Town Clerk is hereby authorized and directed
to publish the foregoing resolution, in full, together with a
Notice attached in substantially the form prescribed by Section
81.00 of the Law in "THE LONG ISLAND TRAVELER-WATCHMAN," a
newspaper published in Southold, New York, and in "THE SUFFOLK
TIMES," a newspaper published in Mattituck, New York, each of
said newspapers having a general circulation in the To~rn and each
hereby designated the official newspaper of said Town for such
publication.
NYI 77919.1 015558 RES
The adoption of the
Councilman Lizewski
which resulted as follows:
foregoing resolution was seconded by
and duly put to a vote on roll call,
AYES: Supervisor Wickham, Councilman Lizewski, Councilwoman
Hussie, Councilman Townsend, Councilwoman Oliva, Justice Evans.
NOES: None.
The resolution was declared adopted.
NYi 779i9.1 015558 RES
CERTIFICATE
I, JUDITH To TERRY, Town Clerk of the Town of Southold,
in the County of Suffolk, State of New York, HEREBY CERTIFY that
the foregoing annexed extract from the minutes of a meeting of
the Town Board of said Town of Southold duly called and held on
November 1, 1994, has been compared by me with the original
minutes as officially recorded in my office in the Minute Book of
said Town Board and is a true, complete and correct copy thereof
and of the whole of said original minutes so far as the same
relate to the subject matters referred to in said extract.
IN WITNESS WHEREOF, I have hereunto set my hand and
affixed the corporate seal of said
Town of Southold this 1st day of
November, 1994
(SEAL)
Town Clerk
NY1 77919.1 015558 RES