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UNITED STATES OF AMERICA
STATE OF NEW YORK
COUNTY OF SUFFOLK
TOWN OF $OIYlHOLD
~ 60,000
BOND ANTICIPATION NOTE FOR PURCHASE OF COMPUTER SYSTEM-1988
The Town of Southold, in the County of Suffolk, a municipal corporation of
the
State ol~ New York, hereby acknowledges itself indchted and for value received promises to pay to the beaxer of this Note, or
if it be registered, to the registered holder, the sum of
---Sixty Thousand ...................................... Dollars ($ 60,000 ........ -)
on the t9th day of October , 1989 , together with interest thereon from the date hereof at thc rate of
---SLX' ..................................... per eentum ( 6.00%) per annum, payable at maturity.
Both principal of and interest on this Note will be paid in lawful money of the United States of America, at
THE BANK OF NEW YORK, Greenport, New York.
At the request of the holder, the Town Clerk shall convert this Note into
a registered Note by registering it in the name of the holder in the books of the Town kept in the office
of sueh TOwI~ Cieck and endorsing a certificate of such registration hereon, after which both
with a written transfer of title and such Town Clerk shall thereupon ~egister this
the al' ..... ' .r_ - '. -.:o ---~..v..~..., wa .IS legal representatives, and it shall ho dui .e-knowled ed or roved
This Note is the only Note of an authorized issue, the principal amount of
which is $60,000.
~ ~,= ~o~u z~o±unlon aoopEexl Dy tne Town Board on August 23,
1988, authorizin~ the issuance of $60,000 serial bonds for the purchase of a new
computer system, and the Certificate of Determination executed by the Supervisor
on October 19, 1988. This Note has been designated by the Town as a qualified
tax-exempt, obligation pursuant to the provisions of Section 265 of the Internal
Bevenue Code of 1986, as a~ended.
The faith and credit of such Toval of Southold arc hereby
~rrevocably ~ledlged for the punctual payment of the principsl of and interest on this Note ~ecording to its tera s
pt'~u oeen pemormea precedent to and m the muance of this Note, exist,
h~ve happe~axl and have been performed, and that this Note, together with all other indebtedness of such Town
of SoLltholgl ts within ewry debt and other limit prescribed by the Constitution and laws of such State,
IN WETNESS WHEREOF, tbe Town of Southold
has caused this Note to be signed by its
T°va' 'Clerk
Supervisor
, and it~ corporaro seal to be hereunto affixed
and this Note to be dated as
by its
m88.
l~o. 2R-1
UNITED STATES OF AMERICA
STATE OF NEW YORK
COUNTY OF SUFFOLK
TOWN OF SOUTHOLD
36,000
BOND ANTICIPATION NOTE FOR PURCHASE OF A COMPUTER SYSTl~4-1990
The Town of Southold, in th~ County of Suffolk, a n~nicipal corporation of
the
:St~e of New York, hereby aeknowl.e~..itself indeBted.and for value received promises to pay to the bearer of this Note, or
if it be reglstored, to the registereA holuer, the sum or
---Thirty-Six Thousand ................................... D01~r~ ($ 36,000 .... ~ ....... )
,on the 18th 4~y of October , 19 91, Zogether with Laterest thereon from the date hereof aZ the ~te of
---six and twenty-nine ,hundredths ........... per centom ( 6.295) per annum, payable at motur~y.
Both principal of end interest on tiffs Note will be paid in lawful money o! the United States of Amerlca~ at
NORSTAR BANK, N.A., Southold, New York.
At the request of the lmlder, the Town Cl~'k shall convert this Note-into
a reglstercd Note by registering it in the name of the holder La the books of the Town kept in the office
of such Town Clerk end endorsing a certificate of such registration herco~ after which both
principal of end interest on this Note shall be payable only to the registered holder, his leal represcetativco~ successors or
,transferees. This Note shall then be trensferable only upon prc~sutatlon to such Town Clerk
wF(h .a Writtsu transfer of title end such Town Clark shall thcranpun regW~er
Note ia ~he name of the transferee in h~ books and shall endorse a cerflflcate of such regi~_tratin~_ he~?.~. S.~a transfer r~.
be dated~ a~..d signed, by the registered holder, or hie legal repre~ntatives, a~.d it shall be .duly .i~. o~__le~. 8~_.
the. ~ttee the signature the~o shall be certified as to its ~enuineness uy an officer or · ~ or ~ru~ co~en~, ~-~,~
'aad authorized to do business in thl~ Stnle~
This Note is th~ only Note of an authorized renewal issue, the principal
amount of which is $36,000.
Ti~is Note may he called for redemption on eny date prior to maturity after thc giving of at least
five ( 5 ) days' notice of the date of redemption by mailing of wrlt~u notice to the original purchaser, or if this
~%~ote ~e registered to the re~stered holder, and interest shall cease to be paid hereon after such date of redemption,
This Note is issued pursuent to the provisle~s of the Local Finance Law, co~dtotin~ Chapter 88-a of tl~ Consolidated
Laws of the S~to of New York. the bond resolution adopted by the Town Board on August 23,
~988, authorizing the issuance of $60,000 serial bonds for the purchase of a new
cc~puter system, and the Certificate of Detenmination executed by the Supervisor
on October 19, 1990. This Note has been designated by the Town as a qualified
tax-exempt obligation pursuant to the provisions of Section 265 of the Internal
Revenue Code of 1986, as ~ended.
The faith and credit of such Town of Southold are hereby
irrevocably pledged for the punctual payment of the principal of and interest on this l~ote according to its terms,
It is hereby certifie~l and recited that all conditions, acts and things required by the Const!tution an.d .st. at.u.te? of t.h.e
State of New York to exist, to have happened and to have been performed p. recedent to and in the issuance of to~ l~lOZe, as~sr~
have happened end have been performed, and that this Note, together with all other indebtedness of such Town
of Southold i~ within every debt and other limit prescribed by the Constitution end laws of such State.
IN WITNESS WHEREOF, Town of $outhold
has caused this Note to be signed by Its
Town Clerk
A~EST:
Supervisor
, and Its corporate seal t~ be hereunto affixed end attested by its
and this Note to be dated as of the 19th day of October
TOWN OF SOUTHOLD //
Supervisor
, ~9 9(~
Town Clerk
~' uN{TEl') ~T ;er F..q
h , I , STATE (IF
:, ,,' ,I I Cq.fN'I~'
I ! Y,"/~ (.1{" .,(){, [ [ [0" .1 )
,: , 'T~e' Town ,.of ,Sauthold, ,in ,the Coun, ty ,of ,$uf f0,1k,, a ,~io]ipa2- 0er~at ~,on :,0f.,,
the : ,' ' . , ~ r :
'~ Of N~'Yoiki ~ ac~ow~ ~f~ ~e~' ~ fei ~lue ~e{led ~a b pay ~ ~ ~r bi ~ Hot~ ~"
if R ~ ~ ~ ~ ~ter~ ~lde~ ~ s~ of ' ' ....
~sand~--=~-;-4 ..... ~-~--,~ .... ~--,--~?~a~ (~ 48,0bO-r-4~-~--'~-),,
'~ ~ !9~h ~ Octo~r ', ' , 'I990. ~the~ ~ in~t'~t~ 'ft~ ~k ~ ~t a~ ~('~' d"
a~' f{VO 'hllOdCodth~~ .... ~--~--~ ........ P"'eenfum ,(;6
~h,,prh,e{p~ of m.d ini'e~t ~m ihk ~'de will bu {mid in lawfl,] money of the/
At the I~.queK nj' the holder, the I'('1'.~[1 : ~ ! ti;"/. 6hall convert thim
u reKisirre~ N~c by n'gktering it h the u~e of the hdder in the l,ooks of Ibc '['Ui%'l kept i.
prl.cipul (ff nod i~,~md on this ~ote shd{ }x~ pmya],lc o.{v to I{IC Te;~{sl.'cd hill(les, his {,~al rcp~¢ld,stivc~, su('ce~sors or
tr~sfi:r~s. This N~ie sh;[[l th(~n hc truusf.,~ble .nly tl;)mt'l)re~ectmtit,~ {o huch ,
: ({~%':'1 il.
~ claret, an { . ~ · v the ~gL~t'~'d ~l les, or his {e~{d rep~s('ntathr% tulcl i ~h~ll ~'dui¥ ~wk~ oMcd~exl or )roved or i.
nm1 uutk~rbed ?o (~o bu~in.m in this
TP.i'4 N .... ~-~ I. izt20lil': \cji,' iii ,iCl ,liittIM'{/.,;ll r'ltll3V,-{: ~:.,!-;llft, Il'l? [~r'iill:iJ)al
,cal)unl o{~ ;vt'.ic]~ i,,~
,mlhnr [;~ }fig thc
and Li,e
'l%e faith aM cr~it o¢ tach I'C~Wi~ of .SULIII;(~J(] ;ne herel,y
Irra'~ahly pledff~] /or the {.red,mi payment .~ the prir. cilml of ~md irflcrusi o. ihls Note ~wcoH{.g t. {t~ {crc.s.
It Is here~y ccc/flied anti r.itf,d that .I} elmditiolls ~ts trod fid.gm r~l.i~d by the (~stilutkm and statWes el thc
irate hapl)e~ed ~d lmve b~n perforate, mod that lhh Note, togs'tiler with all oilier ir:dcl)L~:o~s of such '['Cf'J!]
(')~ ~(]tl~hoid Is within every debt ~]d other li.:it l;~'~eribol hy the Co:mstitut/~, a:'d ]:.'~ el sl;~'{~ Side.
1N %'JTNESS %%'HEREOF, 'I'f);%l~ OJ ~oL:thol({
ira- cauted this .N.~e to I)e ,ig..ed h~ ts
','OW;I {' J ¢l"k
· and it.~ cor~;nu.: ~e.I., I~ h(!r~!unu) .ffixl~i emi af.t~st~d
andth~Nnu!uzh(,del~!clasdthe 'I!!t'.l dnyot
3 t,;\ ( )l'
IgtJd.
EXTRACT OF MINUTES
Meeting of the Town Board of the Town of Southold,
in the County of Suffolk, New York
August 23 , 1988
Southold,
Town Hall,
A regular meeting of the Town Board of the Town of
in the County of Suffolk, New York, was held at the
$outh61d, New York, onAu~ust 2% 1988 at 3:00 o'clock
~.M. (Prevailing Time).
There were present:
Councilpersons:
Honorable Francis J. Murphy,
Supervisor; and
Raymond W. Edwards
Jean W. Cochran
George L. Penny IV
Ruth O. Oliva
Ellen M. Larsen
There were absent: None
Also present:
Judith T. Terry, Town Clerk
and moved
Councilman Penny
its adoption:
offered the following resolution
BOND RESOLUTION OF THE TOWN OF SOUTHOLD, NEW
YORK, ADOPTED;k~ 1988, AUTHORIZING THE
PURCHASE OF A NEW COMPUTER SYSTEM, STATING THE
ESTIMATED MAXIMUM COST THEREOF IS $60,000,
APPROPRIATING SAID AMOUNT THEREFOR, AND
AUTHORIZING THE ISSUANCE OF $60,000 SERIAL
BONDS OF SAID TOWN TO FINANCE SAID
APPROPRIATION.
SUFFOLK,
less than two-thirds of all the members of
FOLLOWS:
Section 1. The Town of
Suffolk, New York (herein called
THE TOWN BOARD OF THE TOWN OF SOUTHOLD,
NEW YORK, HEREBY RESOLVES (by the favorable vote of not
said Town Board) AS
IN THE COUNTY OF
to purchase a new computer system for the Town. The estimated
maximum cost of said specific object or purpose, including
preliminary costs and costs incidental thereto and the financing
thereof, is $60,000 and said amount is hereby appropriated
therefor. The plan of financing includes the issuance of $60,000
.serial bonds of the Town to finance 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 $60,000, are hereby authorized to be issued pursuant to
the provisions of the Local Finance Law, constituting Chapter 33-
Southold, in the County of
"Town"), is hereby authorized
a of the Consolidated Laws of the State of New York (herein
called "Law") to finance said appropriation.
Section 3. The following additional matters are hereby
determined and declared:
(a) The period of probable usefulness of said specific
object or purpose for which said $60,000 serial bonds authorized
pursuant to this resolution are to be issued, within the
limitations of SeCtion 11.00 a. 81. of the Law, is ten (10)
years; however, the bonds authorized pursuant to this resolution
or any bond anticipation notes issued in anticipation of the sale
of such bonds shall mature no later than five (5) years from the
date of original issuance of such bonds or notes.
(b) Current funds are not required by the Law to be
provided as a down payment prior to the issuance of the bonds
authorized by this resolution or any bond anticipation notes
issued in anticipation thereof in accordance with Section 107.00
d. 4 of the Law.
(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
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 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.
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 ~81.00 of
the Law iQ "THE LONG ISLAND TRAVELER-WATCHMAN," a newspaper
published in Southold, New York, and in "THE SUFFOLK TIMES," a
newspaper published inGreenport, New York, each having a general
circulation in the Town and hereby designated the official
newspapers of said Town for such publication.
The adoption of the foregoing resolution was seconded by
Councilwoman O[iva and duly put to a vote on roll call, which
resulted as follows:
AYES: Supervisor Murphy, Justice Edwards, Councilwoman Cochran,
Councilman Penny, Councilwoman Oliva, Councilwoman Larsen.
NOES: None.
The resolution was declared adopted.
CERTIFICATE
I, JUDITH T. 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
August 2~ 1988, 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 2gth day of
August, 1988.
(SEAL)
Town Clerk
IUDITH T. TERRY
To: Pat Wood, Publisher
OFFICE OF THE TOWN CLERK
TOWN OF $OUTHOLD
August 26, 1988
Town Hall, 53095 Main Road
P.O. Box 1179
Southotd, New York 1197l
TELEPHONE
The Long Island Traveler-Watchman
Please replace this legal notice with the one delivered to you this morning.
Thank you.
PLEASE PUBLISH THE ATTACHED "NOTICE" AND "BOND RESOLUTION" IN ITS
ENTIRETY ON SEPTEMBER 21, 1988, AND FORWARD THREE (3) AFFIDAVITS OF
PUBLICATION TO JUDITH T. TERRY, TOWN CLERK, TOWN HALL, MAIN ROAD,
SOUTHOLD, NEW YORK 11971.
N~OTI CE
The resolution published herewith has been adopted on
the 23rd day of A_uugust, 1988, and the validity of the obligations
authorized by such resolution may be hereafter contested 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 expend money or if the provisions of law
which should have been complied with as of the date of
publication of this Notice were not substantially complied with,
and an action, suit or proceeding contesting such validity is
commenced within twenty days after the publication of this
Notice, or such obligations 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 A_~ 1988, AUTHORIZING THE
PURCHASE OF A NEW COMPUTER SYSTEM, STATING THE
ESTIMATED MAXIMUM COST THEREOF IS $60,000,
APPROPRIATING SAID AMOUNT THEREFOR, AND
AUTHORIZING THE ISSUANCE OF $60,000 SERIAL
BONDS OF SAID TOWN TO FINANCE SAID
APPROPRIATION.
THE TOWN BOARD OF THE TOWN OF SOUTHOLD, IN THE COUNTY OF
SUFFOLK, NEW YORK, HEREBY RESOLVES (by the favorable vote of not
less than two-thirds of all the members of said Town Board) AS
FOLLOWS:
Section 1. The Town of Southold, in the County of
Suffolk, New York (herein called "Town"), is hereby authorized
to purchase a new computer system for the Town. The estimated
maximum cost of said specific object or purpose, including
preliminary costs and costs incidental thereto and the financing
thereof, is $60,000 and said amount is hereby appropriated
therefor. The plan of financing includes the issuance of $60,000
.serial bonds of the Town to finance 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
amount of $60,000, are hereby authorized to be
the provisions of the Local
Finance Law,
principal
issued pursuant to
constituting Chapter 33-
a of the Consolidated Laws of the State of New York (herein
called "Law") to finance said appropriation.
Section 3. The following additional matters are hereby
determined and declared:
(a) The period of probable usefulness of said specific
object or purpose for which said $60,000 serial bonds authorized
pursuant to this resolution are to be issued, within the
limitations of SeCtion 11.00 a. 81. of the Law, is ten (10)
years; however, the bonds authorized pursuant to this resolution
or any bond anticipation notes issued in anticipation of
of such bonds shall mature no later than five (5) years
date of original issuance of such bonds or notes.
(b) Current funds are not required by the Law to be
provided as a down payment prior to the issuance of the bonds
authorized by this resolution or any bond anticipation notes
issued in anticipation thereof in accordance with Section 107.00
d. 4 of the Law.
(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 pmoperty within
the Town without limitation of rate or amount. The faith and
the sale
from the
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
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 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.
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 381.00 of
the Law in "THE LONG ISLAND TRAVELER-WATCHMAN," a newspaper
published in Southold, New York, and in "THE SUFFOLK TIMES," a
newspaper published inGreenport, New York, each having a general
circulation in the Town and hereby designated the official
newspapers of said Town for such publication.
JUDITH T. TERRY
TOWN CLERK
REGISTRAR OF VITAL STATISTICS
MARRIAGE OFFICER
OFFICE OF THE TOWN CLERK
TOWN OF SOUTHOLD
October 19, 1990
Town H~I, 53095Main Road
P.O. Box 1179
$outhold, New York l1971
Fax (516) 765-1823
Telephone(516) 765-1801
Manuel Menendez, Jr., Esq.
Hawkins, Delafield & Wood
67 Wall Street
New York, New York 10005
Dear Mr. Menendez:
Transmitted herewith are the executed documents with respect to the
delivery of the $36,000 Bond Anticipation Note for Purchase of a Computer
System-1990 of the Town of Southold, New York.
Very truly yours,
Judith T. Terry
Southold Town Clerk
Enclosure
ARBITRAGE AND USE OF PROCEEDS CERTIFICATE
I, Scott L. Harris, Supervisor of the Town of Southold
(the "Town"), in the County of Suffolk, New York, HEREBY CERTIFY
and reasonably expect with respect to the issuance of the $36,000
Bond Anticipation Note for Purchase of a Computer System-1990
(the "Note") of the Town, dated October 19, 1990, as follows:
1. The Town will comply with all the procedures and
provisions set forth below. The Town will perform all acts and
things necessary and desirable to assure that interest paid on
the Note, shall for the purposes of federal income taxation, be
excludable from the gross income of the recipients thereof under
Section 103 of the Internal Revenue Code of 1986, as amended (the
"Code").
2. The proceeds of sale of the Note will be used
together with other funds of the Town in the amount of $12,000 to
redeem a prior issue (the "Prior Issue") in the amount of $48,000
heretofore issued to provide funds for the purpose described (the
"Project") in the resolution entitled:
"Bond Resolution of the Town of Southold, New York,
adopted August 23, 1988, authorizing the purchase
of a new computer system, stating the estimated
maximum cost thereof is $60,000, appropriating said
amount therefor, and authorizing the issuance of
$60,000 serial bonds of said Town to finance said
appropriation,"
adopted by the Town Board of the Town on the date therein
referred to.
3. The Project has been completed, and all proceeds of
the Prior Issue, including investment earnings, have been
expended on the Project, or, if the Project has not been
completed, it is reasonably expected that all of the proceeds of
sale of the Prior Issue will be expended within three years from
the date of issuance of the original notes issued pursuant to the
resolution hereinabove cited in paragraph 2 hereof in renewal of
which the Note is being issued. If the Project has not been
completed, work on the acquisition, construction or
accomplishment of the Project is proceeding with due diligence to
completion.
4. The Note constitutes a current refunding bond and
pursuant to the provisions of Section 148 of the Code is not
subject to the rebate requirement imposed by the Code because:
(1) the Prior Issue qualified for, and was taken into
account under the rebate exception when issued;
(ii) the aggregate face amount of the Note does not
exceed $5,000,000~
(iii) the Prior Issue had a weighted average maturity of
3 years or less; and
(iv)
the maturity date of the Note, as measured from the
original date of issuance of the notes issued
pursuant to the resolution hereinabove cited in
paragraph 2 hereof in renewal of whioh the Note is
being issued, does not exceed 30 years.
5. The total prpceeds of sale of all bond anticipation
notes issued to date for the Project do not exceed:the total cost
of the Project.
6. The Project will not 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 Town.
7. The Note will be paid from taxes and the proceeds
of other obligations of the Town issued to fund the Note.
8. 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 not to exceed one years earnings on the fund or 1/12 of
annual debt service.
9. Except for the debt service fund described herein
the Town has not created or established, and does not expect to
create or establish, any sinking fund or other similar fund which
the Town reasonably expects to use to pay principal or interest
on the Note.
10. No portion of the proceeds of the Note will be
invested, directly or indirectly, in federally insured deposits
or accounts other than investments of a debt service fund or
investments for an initial temporary period.
11. The Project will be owned by the Town 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 ~rants) be sold or otherwise disposed of, in whole or in
part, prior to the maturity date of the Note.
12. The aggregate amount of proceeds of the Note used
directly or indirectly in a trade or business carried on by a
natural person, or in any activity carried on by a person other
than a natural person ("Private Use"), excluding use by a state
or local government unit and use as a member of the general
public, 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 Town, in respect of property or borrowed money used or to be
used for a Private Use.
13. No more than 5% of the proceeds of the Note will be
used to finance property used by a nongovernmental person in a
Private Use which is unrelated to the governmental use of the
property being financed.
14. No more than 5% of the proceeds of the Note is
allocable to any disproportionate related Private Use. For
purposes of this Arbitrage and Use of Proceeds Certificate, Note
proceeds 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 paragraph 12, above, exceeds the proceeds
of the Note which are to be used for the governmental use to
which such Private Use relates.
15. For purposes Of paragraphs 12, 13 and 14, 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 (1) a term (including renewal
options) not in excess of five years, (2) payments no portion of
which are based on a share of net profits and at least 50 percent
of which are made on a periodic, fixed-fee basis, and (3)
termination by either party, without penalty, at the end of any
three-year period is not considered a Private Use.
16. The amount of proceeds of the Note that will be
used directly or indirectly to make loans to persons other than a
governmental unit is not more in the aggregate than the lesser of
$5,000,000 or 5% of such proceeds.
17. To the extent the amount of proceeds of the Note to
be used to make loans to any borrowers (including loans referred
to in paragraph 16 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. For purposes of this paragraph the
term loan does not include any use of proceeds by an agency of
the Town unless such agency is a political subdivision or an
instrumentality of the Town.
18. 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.
19. The Note is hereby designated 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;
(iv) the Prior Issue had a weighted average maturity of
3 years or less;
(v)
the maturity date of the Note, as measured from the
original date of issuance of the notes issued
~ursuant to the resolution hereinabove referred to
in paragraph 2 hereof in renewal of which the Note
is being issued, does not exceed 30 years; and
(vi)
not more than $10,000,000 of obligations issued by
the Town during the calendar year in which the
Prior Issue was issued, were designated by the Town
as "qualified tax-exempt obligations".
20. The Town has not received notice that it has been
listed by the Commissioner of Internal Revenue as an issuer that
may not certify its obligations, nor has it been advised that the
Commissioner is contemplating listing the Town as a governmental
unit that may not certify its obligations.
On the basis of the foregoing, it is not expected that
the proceeds of sale of the Note will be used in a manner that
would cause the Note to be an "arbitrage bond" under Section 148
of the Code and the Income Tax Regulations prescribed thereunder.
To the best of my knowledge and belief, there are no other facts,
estimates or circumstances that would materially change the
foregoing conclusion.
I am one of the officers of the Town of Southold charged
by the resolution of the Town Board of said Town hereinabove
cited in paragraph 2 hereof with the responsibility for issuing
the Note and, as such, am an official whose certification may be
relied upon as the certification of the Town as referred to in
Section 148 of the Code, and Sections 1.10'3-13, 1.103-14 and
1.103-15 of the Income Tax Regulations thereunder. Neither I nor
the Town has been notified or advised by the Internal Revenue
Service of any contemplated publication of a notice in the
Internal Revenue Bulletin that the certification of the Town as
to arbitrage status may no longer be relied upon by purchasers of
its bonds or notes. This certification has been delivered as
part of the record of proceedings and accompanying certificates
with respect to the issuance of the Note and the provisions of
this certificate constitute a contractual obligation of the Town
in consideration for the purchase of and payment for the Note by
the purchaser(s) thereof.
(SEAL)
IN WITNESS W/4EREOF, I have hereunto set my hand and
affixed the corporate seal of the
Town of $outhold, this nineteenth
day of October, 1990.
' /Superviso~-
AFFIDAVIT AS TO NO CONFLICT OF INTEREST
STATE OF NEW YORK
COUNTY OF SUFFOLK
:SS:
Judith T. Terry, being duly sworn upon his/her oath
deposes and says:
(1) I am the duly appointed, qualified and acting Town
Clerk of the Town of $outhold, 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 nineteenth day of October,
1990, 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.
Clerk
Subscribed and sworn to before me
this nineteenth day of October, 1990.
N~ta~.~ Public, State of(/~ew York
Term rJqxrel Oetol~, 31.1 ~..
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.
CERTIFICATE OF DETERMINATION BY THE
SUPERVISOR RELATIVE TO
AUTHORIZATION, SALE, ISSUANCE, FORM
AND CONTENTS OF A $36,000 BOND
ANTICIPATION NOTE FOR PURCHASE OF A
COMPUTER SYSTEM-1990 OF THE TOWN OF
SOUTHOLD, NEW YORK,
I, Scott L. Harris, 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 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 $36,000 shall be issued in
anticipation of the sale of the serial bonds authorized pursuant
to the resolution entitled:
"Bond Resolution of the Town of Southold, New York,
adopted August 23, 1988, authorizing the purchase
of a new computer system, stating the est'imated
maximum cost thereof is $60,000, appropriating said
amount therefor, and authorizing the issuance of
$60,000 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 and Title:
$36,000 Bond Anticipation Note for
Purchase of a Computer System-1990
Dated:
October 19, 1990
Matures:
October 18, 1991,
subject to prior redemption
Number and
Denomination:
Number 2R-l, at $36,000
Interest Hate
per annum: 6.29%
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 note or
notes in the amount of $48,000 maturing on October 19, 1990, the
redemption thereof having been provided to the extent of $12,000
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 $60,000, and the amount of bond'
anticipation notes which will be outstanding after the issuance
of the Note, including said Note will be $36,000.
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 as follows:
to Norstar Bank, N.A., Southold, New York, for the
purchase price of $36,000, 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 Norstar
Bank, N.A., Southold, New York, and shall bear interest
at the rate of six and twenty-nine hundredths per centum
(6.29%) 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, ! have hereunto
nineteenth day of October, 1990
set my hand this
CLERK'S CERTIFICATE
I, Judith T. Terry, Town Clerk of the Town of $outhold,
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 nineteenth day of October, 1990; 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 nineteenth day of October,
1990.
(SEAL)
Town Clerk
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 October 19, 1990, we officially signed and
properly executed by manual signatures a $36,000 Bond
Anticipation Note for Purchase of a Computer System-1990 (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 s.igning 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, Scott L. Harris, Supervisor, HEREBY FURTHER
CERTIFY that on October 19, 1990, ! delivered said Note to
.Norstar Bank, N.A., 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 ............................... $36,000
Interest on said Note accrued to the
date of such delivery ............. -0-
Amount Received .....................
$36,000
(SEAL)
IN WITNESS WHEREOF, we have hereunto set our hands and
said corporate seal has hereunto been affixed this nineteenth day
of October, 1990.
Term of Office
ature Expires Title
~ December 31, 1991 Supervisor
ecember 31,'/ ' ~-~'-.~z 1993 Town Clerk
~ I HEREBY CERTIF.Y that the signatures of the officers of
th~a~h~e-named Town, wh.~ch appear above, are true and genuine
and ~hat~I know said officers and know them to
resp. e~iv~-gffices set opposite their signatures.
7/ \ ,,.V .
//~ /)/I ' ~..~;L~.a~'ot.o~ar, " $OUTHuLD, N.Y. 11971
////~, z~-/-- - , ~a~ag~,.o f
~/~gnature) (Title) (Name of Bank)
ATTORNEY'S CERTIFICATE
I, Matthew G. Kiernan, HEREBY CERTIFY that I am a
licensed attorney 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 Assistant 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 that 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
nineteenth day of October, 1990. ~~ ~
/ I Attorney
SCHEDULE A
Amount and Title:
Dated:
Matures:
Number and
Denomination:
Interest Rate
per annum:
$36,000 Bond Anticipation Note for
Purchase of a Computer System-1990
October 19, 1990
October 18, 1991,
subject to prior redemption
Number 2R-l, at $36,000
6.29%
CERTIFICATE OF DETERMINATION BY THE
· SUPERVISOR RELATIVE TO
AUTMORIZATION, SALE, ISSUANCE, FORM
AND CONTENTS OF.A~$48,000 BOND
ANTICIPATION NOTE-F~R PURCHASE OF A
COMPUTER SYSTEM-1989 OF THE TOWN OF
SOUTHOLD, NEW YORK.
I, Francis J. Murphy, Supervisor of the Town of
$outhold, 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 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 $48,000 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 August 23, 1988, authorizing the purchase
of a new computer system, stating the estimated
maximum cost thereof is $60,000, appropriating said
amount therefor, and authorizing the issuance of
$60,000 serial bonds of said Town to finance said
appropriation,"
duly adopted by the Town Board on
2. The terms, form and
as follows:
the date therein referred to.
details of said Note shall be
Amount and Title:
$48,000 Bond Anticipation Note for
'Purchase of a Computer System-1989
Dated:
Matures:
October 19
October 19
1989
1990
Number and
Denomination:
Number R-1 at $48,000
Interest Rate
per annum: 6.05%
Form of'Not.e:
Substantially in accordance with form .
prescribed by Schedule B, 2 of
th~ Local Finance Law of the
~t~ of New York.
3. Said Note is issued to renew, in part, a note or
notes in the amount of $60,000 maturing on October 19, 1989, the
redemption thereof having been provided to the extent of $12,000
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 $60,000, and the amount of bond
anticipation notes which will be outstanding after the issuance
of the Note, including said Note will be $48,000.
5. The serial bonds authorized pursuant to the
resolution referred to in paragraph 1 hereo'f 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 as follows:
to Norstar Bank, Main Road, Southold, New York, for the
purchase price of $48,000, 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 Norstar
Ba~k, Main Road, Southold, New York, and shall bear
interest at the rate of six and five hundredths per
centum (6.05%) per annum, payable at maturity.
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
~elegated 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,myl have hereunto set m hand this
nineteenth day. of October, 1989.
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 nineteenth day of October, 1989; and
! 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 nineteenth day of October,
1989.
(SEAL)
Town Clerk
Q~__. CERTIFICATE
ARBITRAGE AND USE ~ .~_pCEEDS
I, Francis J. Murphy, Supervisor of the Town of Southold
(the "Town"), in the County of Suffolk, New York, HEREBY CERTIFY
and reasonably expect with respect to the issuance of the $48,000
Bond Anticipation Note for Purchase of a Computer System-1989
(the "Note") of the Town, dated October 19, 1989, as follows:
1. The Town will comply with all the procedures and
provisions set forth below. The Town will perform all acts and
things necessary and desirable to assure that interest paid on
the Note, shall for the purposes of federal income taxation, be
excludable from the gross income of the recipients thereof under
Section 103 of the Internal Revenue Code of 1986, as amended (the
"Code").
2. The proceeds of sale of the Note will be used
together with other funds of the Town in the amount of $12,000 to
redeem a prior issue (the "Prior Issue") in the amount of $60,000
heretofore issued to provide funds for the purpose described (the
"Project") in the resolution entitled:
"Bond Resolution of the Town of Southold, New York,
adopted August 23, 1988, authorizing the purchase
of a new computer system, stating the estimated
maximum cost thereof is $60,000, appropriating said
amount therefor, and authorizing the issuance of
$60,000 serial bonds of said Town to finance said
appropriation,"
adopted by the Town Board of the Town on the date therein
referred to.
3. The Project has been completed, and all proceeds of
the Prior Issue, including investment earnings, have been
expended on the Project, or, if the Project has not been
completed, it is reasonably expected that all of the proceeds of
sale of the Prior Issue will be expended within three years from
the original date of issuance of the notes issued pursuant to the
resolution hereinabove cited in paragraph 2 hereof in renewal of
which the Note is being issued. If the Project has not been
completed, work on the acquisition, construction or
accomplishment of the Project is proceeding with due diligence to
completion.
4. The Note constitutes a current
pursuant to the provisions of Section 148 of
subject to the rebate requirement imposed by
refunding bond and
the Code is not
the Code because:
(i) the Prior Issue qualified for, and was taken into
account under the rebate exception when issued;
(ii) the aggregate face ~mount of the Note does not
exceed $5,000,050;
iii) the Prior Issue had a weighted average maturity of
3 years or less; and
(iv)
the maturity date of the Note, as measured from the
original date of issuance of the notes issued
pursuant to the resolution hereinabove cited in
paragraph 2 hereof in renewal of which the Note is
being issued, does not exceed 30 years.
5. 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.
6. The Project will not 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 Town.
7. The Note will be paid from taxes and the proceeds
of other obligations of the Town issued to fund the Note.
8. 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 not to exceed one years earnings on the fund or 1/12 of
annual debt service.
9. Except for the debt service fund described herein
the Town has not created or established, and does not expect to
create or establish, any sinking fund or other similar fund which
the ~own reasonably expects to use to pay principal or interest
on the Note.
10. No portion of the proceeds of the Note will be
invested, directly or indirectly, in federally insured deposits
or Jccounts other than investments of a debt service fund or
investments for an initial temporary period.
11. The Project will be owned by the Town 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, prior to the maturity date of the Note.
12. The aggregate a~ount, of proceeds of the Note used
directly or indirectly in a trade or business carried on by a
natural person, or in any activity carried on by a person other
than a natural person ("Private Use"), excluding use by a state
or local government unit and use as a member of the general
public, 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 ~n 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 Town, in respect of property or borrowed money used or to be
used for a Private Use.
13. No more than 5% of the proceeds of the Note will
used to finance property used by a nongovernmental person in a
Private Use which is unrelated to the governmental use of the
property being financed.
be
14. No more than 5% of the proceeds of the Note is
allocable to any disproportionate related Private Use. For
purposes of this Arbitrage and Use of Proceeds Certificate, Note
proceeds 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 paragraph 12, above, exceeds the proceeds
of the Note which are to be used for the governmental use to
which such Private Use relates.
15. For purposes of paragraphs 12, 13 and 14, 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 %he 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 (1) a term (including renewal
options) not in excess of five years, (2) payments no portion of
which are based on a share of net profits and at least 50 percent
of which are made on a periodic, fixed-fee basis, and (3)
termination by either party, without penalty, at the end of any
three-year period is not considered a Private Use.
16. The amount of proceeds of the Note that will be
used directly or indirectly to make loans to persons other than a
governmental unit is not more in the aggregate than the lesser of
$5,000,000 or 5% of such proceeds.
17. To the extent the amount of proceeds of the Note tc
be used to make loans to any borrowers (including loans referred
to in paragraph 16 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. For purposes of this paragraph the
term loan does not include any use of proceeds by an agency of
the Town unless such agency is a political subdivision or an
instrumentality of the Town.
18. 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.
19. The Note is hereby designated as a "qualified
tax-exempt obligation" pursuant to the provisions of Section
of the Code.
265
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;
(iv) the Prior Issue had a weighted average maturity of
3 years or less;
(v)
the maturity date of the Note, as measured from the
original date of issuance of the notes issued
~ursuant to the resolution hereinabove referred to
in paragraph 2 hereof in renewal of which the Note
is being issued, does not exceed 30 years; and
(vi)
not more than $10,000,000 of obligations issued by
the Town during the calendar year in which the
Prior Issue was issued, were designated by the Town
as "qualified tax-exempt obligations".
20. The Town has not received notice that it has been
listed by the Commissioner of Internal Revenue as an issuer that
may not certify its obligations, nor has it been advised that the
Commissioner is contemplating listing the Town as a governmental
unit that may not certify its obligations.
On the basis of the ~oreg~ing, it is not expected that
the proceeds of sale of the Note will be used in a manner that
would cause the Note to be an "arbitrage bond" under Section 148
of the Code and the Income Tax Regulations prescribed thereunder.
To the best of my knowledge and belief, there are no other facts,
estimates or circumstances that would materially change the
foregoing conclusion.
I am one of the officers of the Town of Sou%hold charged
by the resolution of the Town Board of said Town hereinabove
cited in paragraph 2 hereof with the responsibility for issuing
the Note and, as such, am an official whose certification may be
relied upon as the certification of the Town as referred to in
Section 148 of the Code, and Sections 1.103-13, 1.103-14 and
1.103-15 of the Income Tax Regulations thereunder. Neither I nor
the Town has been notified or advised by the Internal Revenue
Service of any contemplated publication of a notice in the
Internal Revenue Bulletin that the certification of the Town as
to arbitrage status may no longer be relied upon by purchasers of
its bonds or notes. This certification has been delivered as
part of the record of proceedings and accompanying certificates
with respect to the issuance of the Note and the provisions of
this certificate constitute a contractual obligation of the Town
in consideration for the purchase of and payment for the Note by
the purchaser(s) thereof.
(SEAL)
IN WITNESS WHEREOF, I have hereunto set my hand and
affixed the corporate seal of the
Town of Southold, this nineteenth
day of~Q.~tober/ 1.~9.
visor
AFFIDAVIT AS TO NO CONFLICT OF INTEREST
STATE OF NEW YORK
COUNTY OF SUFFOLK
:ss:
Judith T. Terry, being duly sworn upon his/her oath
deposes and says:
(1) I am the duly appointed, qualified and acting Town
Clerk of the Town of $outhold, 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 nineteenth day of October,
1989, 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
this 'nineteenth day of October, 1989.
Nota~4y Public, State ~f New York
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.
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 October 19, 1989, we officially signed and
properly executed by manual signatures a $48,000 Bond
Anticipation Note for Purchase of a Computer System-1989 (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 sea! 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, Francis J. Murphy, Supervisor, HEREBY FURTHER
CERTIFY that on October 19, 1989, I delivered said Note to
Norstar Bank, Main Road, 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 ................................... $48,000
Interest on said Note accrued to the
date of such delivery ................. -0-
Amount Received ......................... $48,000
(SEAL)
IN WITNESS
said corporate seal
of October, 1989.
WHEREOF, we have hereunto set our hands and
has hereunto been affixed this nineteenth day
~,~ha .t I
(Signature)
Term of Office
Expires
December 31, 1989
December 31, 1989
I HEREBY CERTIFY that the signatures
above-named Town, which appear above, are
know said officers and know them to hold the
tive offices set opposite their signatures.
(Title)
of
Title
Supervisor
Town Clerk
of the officers of
true and genuine
(Name of Bank)
ATTORNEY'S CERTIFICATE
I, James A. Schondebare, HEREBY CERTIFY that I am a
licensed attorney 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 that 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
nineteenth day of October, 1989.
SCHEDULE A
Amount and Title:
Dated:
Matures:
Number and
Denomination:
Interest Rate
per annum:
$48,000 Bond Anticipation Note for
Purchase of a Computer System-1989
October 19, 1989
October 19, 1990
Number R-i, at $48,000
6.05%