HomeMy WebLinkAboutORD 1978-354 1976-1980BILL NO. 390
(AMENDED)
COUNTY OF HAWAII - STATE OF HAWAII
ORDINANCE NO. 3J4
ADl ORDINANCE AUTHORIZING THE ISSUANCE OF
GENERAL OBLIGATION REFUNDING BONDS OF THE
COUNTY OF HAWAII FOR THE PURPOSE OF REFUND-
ING CERTAIN OUTSTANDING BONDED INDEBTEDNESS
OF SAID COUNTY; FIXING THE FORb1, DENOMINA-
TION AND CERTAIN OTHER FEATiJRES OF SUCH
BONDS; PROVIDING FOR THE PAYMENT OF SAID
BONDS; PROVIDING FOR THE RETIREMENT OF
THE BONDS BEING REFCINDED; AND PROVIDING
FOR THE SALE OF SAID BONDS.
BE IT ORDAINED BY THE COUNCIL OE THE. COUNTY OF
HAWAII:
SECTION 1. 7'he Council of the County of Hawaii
hereby finds and deterrtiines: (1) that the Council is
successor to the Board of Supervisors of the County of Ilawaii;
(2) pursuant to Resolution No. 480 adopted by the Board of
Supervisors of the County of Hawaii on September 20, 1949,
there have heretofore been issued $300,000 principal amount
of Water System Bonds, 1949 Issue dated November 15, 1949
(the "1949 Bonds"), of which there were outstanding an '~7ay 1,
1978, $12,000, and all of which outstanding Bonds, pursuant
to their terms, mature nn November 15, 197E; (3) pursuant t~~
Resolution Ilo. 440 adopted by the Board of Supervisors ref
the County of Hawaii on June 4, 1958, there have heretofore
been issued $900,000 principal amount of Public Improve~oent
Bonds of the County of Hawaii dated as of August 1, 1958
(the "1958 Bonds"), of which there were outstanding on
May 1, 1978, $50,000, and all of which outstanding bonds,
pursuant tc thei.r terns, mature on August 1, t978; (4) pur-
suant to Resolution No. 538 adopted by the Board of Supervisors
of the County :~i Hawaii- on September 7, 1960, there have
heretofore been issued $2,500,000 principal amount of Public
Improvement Bonds, 1960, of the County of Hawaii dated as of
November 1, 1960 (the "1960 Bonds"), of which there were out-
standing on May 1, 1978, $625,000, and which outstanding bonds,
pursuant to their terms, mature serially $125,000 bonds on
November 1 in each of the years 1978 to 1982, inclusive;
(5) pursuant to Resolution No. 139 adopted by the Board of
Supervisors of the County of Hawaii on May 24, 1963, there
have heretofore been issued $1,450,000 principal amount of
Public Improvement Bonds, Series A, of the County of Hawaii
dated as of July 1, 1963 (the "1963A Bonds"), of which there
were outstanding on May 1, 1978, $490,000, and which outstanding
bonds, pursuant to their terms, mature serially $80,000 bonds
on July 1 in each of the years 1978 to 1981, inclusive, and
$85,000 bonds on July 1 in each of the years 1982 and
1983; (6) pursuant to Resolution No. 209 adopted by the
Board of Supervisors of the County of Hawaii on August 7,
1963, there have heretofore been issued $1,350,000 principal
amount of Public Improvement Bonds, Series B, of the County
of Hawaii dated as of September 1, 1963 (the "1963B Bonds"),
of which there were outstanding on May 1, 1978, $450,000,
and which outstanding bonds, pursuant to their terms, mature
serially $75,000 bonds on September 1 in each of the years
1978 to 1983, inclusive; (7) pursuant to Ordinance No. 342
enacted by the Council of the County of Hawaii on October 1,
1970, there have heretofore been issued $10,000,000 principal
amount of Public Improvement Bonds, Series 1970, of the
County of Hawaii dated as of November 1, 1970 (the "1970
Bonds"), of which there were outstanding on May 1, 1978,
$7,215,000, and which outstanding bonds, pursuant to their
terms, mature serially $555,000 bonds on November 1 in each
of the years 1978 to 1990, inclusive; (8) pursuant to
Ordinance P]o. 465 enacted by the Council of the County of
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Hawaii on April 19, 1972, there have heretofore been issued
$10,000,000 principal amount of Public Improvement Bonds,
Series 1972, of the County of Hawaii dated as of June 1, 1972
(the "1972 Bonds"), of which there were outstanding on May 1,
1978, $8,325,000, and which outstanding bonds, pursuant to
their terms, mature serially $555,000 bonds on June 1 in each
of the years 1978 to 1992, inclusive; (9) pursuant to Ordinance
No. 6 enacted by the Council of the County of Hawaii on
November 20, 1973, there have heretofore been issued $5,000,000
principal amount of Puhlic Improvement Bonds, 1974 Series A,
of the County of Hawaii dated as of February 1, 1974 (the "1974A
Bonds"), of which there were outstanding on May 1, 1978,
$4,440,000, and which outstanding bonds, pursuant to their
terms, mature serially $280,000 on February 1 in each of the
years 1979 to 1986, inclusive, and $275,000 bonds on February
1 in each of the years 1987 to 1994, inclusive; (10) pur-
scant to Ordinance No. 51 enacted by the Council of the
County of Hawaii on August 21, 1974, and Resolution No.
292 adopted by the Council of the County of Hawaii on
October 23, 1974, there have heretofore been issued $5,000,000
principal amount of Public Improvement Bonds, 1974 Series B,
of the County of Hawaii dated as of November 1, 1974
(the "1974B Bonds"), of which there were outstanding on
May 1, 1978, $4,720,000, and which outstanding bonds, pur-
suant to their terms, mature serially $280,000 bonds on
November 1 in each of the years 197E to 1986, inclusive, and
$275,000 bonds on November 1 in each of the years 1987 to
1994, inclusive; (11) pursuant to Ordinance No. 139 enacted
by the Council of the County of Hawaii on August 20, 1975,
and Resolution No. 569 adopted by the Council of the County
of Hawaii on May 7, 1976, there have heretofore been issued
$7,000,000 principal amount of Public Improvement Bonds,
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1976 Series A, of the County of Hawaii dated as of May 1,
1976 (the "1976A Bonds"), all of which $7,000,000 were
outstanding on May 1, 1978, and which outstanding bonds,
pursuant to their terms, mature serially $385,000 bonds on
May 1 in each of the years 1979 to 1982, inclusive, and.
$390,000 bonds on May in each of the years 1983 to 1996,
inclusive; (12) pursuant to Ordinance No. 271 enacted by the
Council of the County of Hawaii on Play 4, 1977, there have
heretofore been issued $5,000,000 principal amount of Public
Improvement Bonds, 1977 Series B, of the County of Hawai-i
dated as of August 1, 1977 (the "1977B Bonds"), all of which
$5,000,000 were outstanding on May 1, 1978, and which outstanding
bonds, pursuant to their terms, mature serially $280,000 bonds
on August 1 in each of the years 1980 to 1989, inclusive,
and $275,000 bonds on August 1 in each of the years 1990 to
1997, inclusive; (13) it is advisable, expedient and in the
best i:~terest of the County of Hawaii to authorize the
issuance and sale of general obligation refunding bonds for
the purpose of refunding the aforesaid 1949 Bonds, 1958
Bonds, 1960 Bonds, 1963A Bonds, 1963B Bonds, 1970 Bonds,
1972 Bonds, 1974A Bonds, 1974B Bonds, 1976A Bonds and 1977B
Bonds (collectively the "Outstanding Bonds"), in advance of
the maturity thereof in order to restructure the outstanding
bonded indebtedness of the County of Hawaii represented by
the Outstanding Bonds so as to provide that such bonded
indebtedness shall mature in substantially equal installments
of both principal and interest; and (14) pursuant to Resolution
No. 252 adopted by the Council of Hawaii on April 1, 1978,
this Council has heretofore approved the sale of the bonds
hereinafter authorized.
SECTION 2. Pursuant to chapter 47, Hawaii Revised
Statutes, as amended, and particularly parts I and IV thereof,
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for the purpose of refunding the outstanding bonded indebtedness
referred to in Section 1 of this ordinance, there is hereby
authorized for issuance and sale general obligation refunding
bonds of the County of Hawaii in the principal amount of
thirty-seven. million four hundred seventy-five thousand dollars
($37,475,000). The bonds authorized in this section shall
be issued and sold as a single issue and shall be designated
"Public Improvement Refunding Bonds, 1978 Series (the "Refund-
ing Bonds"). The Refunding Bonds may be issued initially
in the form of fully registered Refunding Bonds. In such
event there shall be issued one fully registered Refunding
Bond for each serial maturity of the Refunding Bonds as
hereinafter set forth in this section. Such fully registered
Refunding Bonds shall be dated as of May 15, 1978; shall be
numbered R-1 to R-25, both inclusive; shall be of the denomina-
tion of the serial maturity which each such fully registered
Refunding Bond represents; and shall be exchangeable, without
charge to the holder thereof, for Refunding Bonds in bearer
form with coupons for interest attached thereto as hereinafter
provided. The Refunding Bonds in bearer form with coupons
for interest attached thereto shall he dated as of May 15,
1978; shall be of the denomination of $5,000 each; and shall
be numbered from 1 upward in order of maturity. The Refunding
Bonds (whether in bearer form with coupons for interest
attached or in fully registered form) shall mature serially
in numerical order on May 15 in each of the years and in the
principal amounts set forth below, with the Refunding Bonds
maturing in a particular year bearing interest payable
November 15, 1978, and semi-annually each May 15 and November
15 thereafter at the rate per annum set opposite such year,
as follows:
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Principal Principal
Year of Amount fate of Year of Amount Rate of
Maturity Maturing Interest Maturity Maturinq Interest
]983 $ 705,000 5.00 1995 $1,350,000 6.158
1984 740,000 5.10 1996 1,435,000 6.20
1985 780,000 5.20 1997 1,520,000 6.25
1986 820,000 5.30 1998 1,620,000 6.30
1987 865,000 5.40 1999 1,720,000 6.30
1988 910,000 5.50 2000 1,830,000 6.35
1989 960,000 5.60 2001 1,945,000 6.35
1990 1,015,000 5.70 2002 2,070,000 6.40
1991 1,070,000 5.80 2003 2,200,000 6.40
1992 1,135,000 5.90 2004 2,340,000 6.45
1993 1,200,000 6.00 2005 2,490,000 6.45
1994 1,27~i,000 6.1.0 2006 2,655,000 6.50
2007 2,825,000 6.50
Both principal of and interest and premium, if any,
on the Refunding Bonds shall be payable at ttie office of the
Director of Finance of the County of Ilawaii, in Hilo, Hawaii,
or, at the option of the holder of said Bonds and the coupons
pertaining thereto, at the principal office of Manufacturers
Hanover Trust Company, in New York, New York, or at the prin-
cipal office of First Hawaiian Bank, in Honolulu, Hawaii, in
any coin or currency of the United States of America which
at the time of payment is legal tender for public and private
debts.
The Refunding Bonds maturing May 15, 1989 and there-
after, shall be subject to redemption at the option of the
County of Ilawaii prior to their stated maturity, on and after
May 15, 1988, in whole at any time, and in part from time to
time on any interest payment date in inverse order of maturities
and by lot within a maturity, at the principal amount thereof,
together with the interest accrued on such principal amount
to the date fixed for the redemption, and the following
redemption. premiums: 3~ if redeemed during the period May 15,
1988 to May 14, 1989, both inclusive; 2-1/2~ if redeemed
during the period May 15, 1989 to May 14, 1990, both inclusive;
2~ if redeemed during the period May 15, 1990 to May 14,
1991, both inclusive; 1-:L/2~ if redeemed during the period
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May 15, 1991 to May 14, 1992, both inclusive; 1~ if redeemed
during the period May 15, 1992 to May 14, 1993, both inclusive;
1/2~ if redeemed during the period May 15, 1993 to May 14,
1994, both inclusive; and no premium if redeemed May 15, 1994
or thereafter. Except ~~s provided in the form of fully
registered Refunding Bond hereinafter set forth, notice of
redemption of the Refunding Bonds to be redeemed, stating the
designation, date, numb«~rs and maturities of the Refunding
Bonds to be redeemed, t}le date fixed for the redemption thereof
and the premium payable upon such redemption, and that from
and after such redemption date interest thereon shall cease to
accrue and become payable, shall be given by the publication
of such notice in The Daily Bond Buyer, a financial paper
published in the City of New York, New York, or in lieu of
such publication in The Daily Bond Buyer, such notice of such
redemption may be given by publication thereof in any other
financial paper published in any of the cities of New York,
New York, Chicago, Illinois, and San Francisco, California,
the date of such publication in any event to be at least thirty
days prior to the date fixed for the redemption of the Refund-
ing Bonds to which such notice pertains. If on or before the
redemption date moneys in the full amount required for the
payment of the principal of the Refunding Bonds to be redeemed
and the applicable redemption premium and the interest accrued
to the redemption date on the principal amount to be redeemed
shall have been set aside with the Director of Finance of the
County of Hawaii or with the paying agent for said Bonds solely
for the purposes of such redemption and payment, interest on the
Refunding Bonds so called for redemption shall cease to
accrue from and after the date fixed for the redemption
thereof.
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SECTION 3. The Refunding Bonds shall be signed by
the Director of Finance or a Deputy Director of Finance and
shall bear the l-ithographed or engrav~_d facsimile signature
of the Mayor of the County of Hawaii and shall be sealed
with the seal or a lithographed or engraved facsimile seal
of the County of Hawaii. The interest coupons pertaining to
the Refunding Bonds in bearer form with coupons attached
thereto shall bear the lithographed or engraved facsimile of
the signature of the Director of Finance. The Refunding
Bonds shall be designated and the form of the Refunding
Bonds in bearer form with coupons attached thereto and the
coupons attached thereto shall be, substantially as follows
with such appropriate insertions, variations, and omissions
as are required with respect to each Refunding Bond:
UNITF..D STATES OF AMERICA
STATE OF HA44AII
COUNTY OF HAWAII
PUBLIC IMPROVEMENT REFUNDING BOND,
1978 SERIES
No. $5,000
The County of Hawaii, State of Hawaii, for value
received, hereby promises to pay to bearer on the fifteenth day
of May, (unless this bond shall be subject to prior redemp-
tion and shall have theretofore been called for previous
redemption and payment of the redemption price duly made or
provided for) the principal sum of Five Thousand Dollars
($5,000) upon presentation and surrender of this bond, and
to pay interest on said principal sum from the date hereof
until payment of said F~rincipal sum in full at the rate
o£ per centum ( ~) per annum, payable semi-
annually on the fifteenth day of May and the fifteenth day of
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November in each year, such interest to the maturity hereof
being payable only upon presentation and surrender of the
interest coupons herei:o attached as they severally become
due. Both the principal of and interest on this bond are
payable at the office of the Director of Finance of the
County of Hawaii, in 13i1o, Hawaii, or, at the option of the
holder, at the principal office of Manufacturers Hanover
Trust Company, in the City of New York, New York, or at
the principal office of First Hawaiian Bank, in Honolu u,
Hawaii, in any currency of the United States of America
which at the time of payment is legal tender for public and
private debts.
This bond is one of a series designated "Public
Improvement Refunding Bonds, 1978 Series" of like date,
denomination and tenor, except as to number, interest rate
and maturity. The bonds of the series of which this bond is
one maturing P4ay 15, 1.989, and thereafter are subject to
redemption at the option of the County of Hawaii prior to
the respective stated maturities thereof, on and after May
15, 1988, in whole at any time, and in part from time i,o
time on any interest payment date in inverse order of maturities,
at the principal amount thereof, the interest accrued i:hereon
to the date fixed for redemption and the following redemption.
premiums expressed as a percentage of the principal amount
redeemed: 3~ if redeemed during the period May 15, 1988 to
May 14, 1989, both inclusive; 2-1/2~ if redeemed during the
period May 15, 1989 to May 14, 1990, both inclusive; 2~ if
redeemed during the period May 15, 1990 to May 14, 1991,
both inclusive; 1-1/2~ if redeemed during the period May 15,
1991 to May 14, 1992, both inclusive; 1~ if redeemed during
the period May 15, 1992 to May 14, 1993, both inclusive;
1./2~ if redeemed during the period May 15, 1993 to May 14,
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1994, both inclusive; and no premium if redeemed on or after
May 15, 1994. If less than all the bonds of any maturity
are called for redemption., the bonds of such maturity to be
redeemed shall be self~cted by lot.
In the event= this bond is redeemable, as aforesaid,
and shall be called for redemption, notice of the redemption
hereof stating the dee;ignation, date, number and maturity
of this bond, the data fixed for such redemption and the
premium payable upon such redemption, shall be given by publica-
tion of such notice irZ The Daily Bond Buyer, a financial paper
published in the City of New York, New York, or in lieu of
such publication in Tlie Daily Bond Buyer, by publication
thereof in some other financial paper published in either of
the cities of New York, New York, or San Francisco, California,
the date of such publication in any case to be at least
thirty days prior to the date fixed for the redemption hereof.
If this bond be redeemable and shall have been duly called
for redemption and notice of the redemption. hereof published
as aforesaid, and if ~~n or before the date fixed for such
redemption payment he.r_eof shall be duly made or provided
for, interest hereon :hall cease from and after the redemp-
tion date hereof and the coupons representing such interest
shall be void.
This bond is one of a series of bonds authorized
by the Council of the County of Hawaii to be issued to provide
funds for refunding c~srtain bonded indebtedness of said
County. This bond an~i the series of which it is a part are
issued under arrd pursuant to and in full compliance with the
Constitution and stat~.rtes of the State of Hawaii, including
Part I and Part IV of Chapter 47, Hawaii Revised Statutes,
as amended, the Charter of the County of Hawaii, and proceed-
ings of the aforesaid Council duly taken thereunder. This
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bond is a general obligation. of the County of Hawaii, the
interest and principal payments of which shall be a first
charge on the general fund of said County. The full faith
and credit of the Couni:.y of Hawaii are irrevocably pledged
to the punctual payment: of the principal of and interest
on this bond according to its terms.
Pursuant to t:he ordinance authorizing the issuance
of the bonds of the se r.ies of which this bond is one, there
has been created a special trust fund of the County designated
the 1978 Sinking Fund :into which the County shall make certain
payments and shall invest moneys on deposit therein all as more
fully set forth in said ordinance. The moneys and securities
held in said 1978 Sink:i.ng Fund shall be applied at the times and
in the amounts designated in the aforesaid ordinance to the
retirement of bonds of the series of which this bond is one.
Neither the holder of this bond nor the holder of any bond of
the series of which this bond is one shall be entitled to or
may require the application of the moneys and securities on
deposit in said 1978 Stinking Fund to the retirement or redemp-
tion of his bond except at the times and in the amounts designated
in the aforesaid ordinance authorizing said bonds.
It is hereby certified, recited and declared that
all conditions, acts and things essential to the validity of
this bond and the series of which it forms a part exist,
have happened and have been done; that every requirement of
law affecting the issuance thereof has been duly complied
with; and that the amount of this bond and the series of
which it forms a part, together with all other indebtedness
of the County of Hawaii is not in excess of any statutory
or constitutional limitation of indebtedness.
IN WI'CNESS WHEREOF, the County of Hawaii has caused
this bond to be signed by its Director of Finance or a Deputy
Director of Finance, to bear the lithographed or engraved
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facsimile signature of its Mayor and to be sealed with a
lithographed or engraved facsimile of its seal, the interest
coupons hereto attached to bear the lithographed or engraved
facsimile of the signature of its Director of Finance and this
bond to be dated as of the fifteenth day of May, 1978.
Director of Finance or Deputy
Director of Finance of the County
of Hawaii
Mayor of the County of Hawaii
(FORM OF COUPON)
No.
On 19 __ unless the bond hereinafter
mentioned shall be subject to prior redemption and shall have
theretofore been duly called for previous redemption and pay-
ment of the redemption price duly made or provided for, the
County of Hawaii, State of Hawaii, will pay to bearer at the
office of the Director of Finance of the County of Hawaii, in
Hilo, Hawaii, or, at the option of the holder, at the principal
office of Manufacturers Hanover Trust Company, in the City
of New York, New York, or at the principal office of First
Hawaiian Bank, in Honolulu, Hawaii, in any coin or currency
of the United States of America which at the time of payment
is legal tender for public and private debts, the sum shown
hereon, being interest then due on its Public Improvement
Refunding Bond, 1978 Series, dated as of May 15, 1978.
No. .
Director of Finance
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The Director of Finance may authorize the printing
of CUSIP identification numbers upon the filing panel of
the Refunding Bonds. Such numbers and the printing thereof
shall be subject in all respects to the provisions of Section
47-8.5, Hawaii Revised Statutes, as amended.
SECTION 4. The fully registered Refunding Bonds, if
any, initially issued shall be substantially in the form of the
aforesaid bearer Refunding Bonds with coupons attached as set
forth in Section 3 here~~f (except no coupons shall be attached)
with the following variations and omissions from and insertion
in said form as set forth in said Section 3:
(1) The first paragraph of the form of Fully
registered Refunding Bond shall be changed from the form of
the first paragraph of the bearer Refunding Bond set forth
in Section 3 hereof so ,ts to read:
"The County of Hawaii, State of Hawaii, for
value received, hereby promises to pay to
or registered assigns, on the fifteenth day of May,
unles:> this bond shall be subject to prior
redemption and shall have theretofore been
called for previou:~ redemption and payment of
the redemption price duly made or provided for,
the principal sum of
upon presentation and
surrender of this bond, and to pay interest on
such principal sum from the date hereof until
payment of said principal sum in full. at the
rate of_ percentum ( B) per annum,
payable on the fifteenth day of May and the
fifteenth day of November in each year. This
bond as to principal, interest and redemption
price will be payable in any coin or currency
of the United States of America which at the
time of payment is legal tender for public and
private debts, at the office of the Director
of Finance of the County of Hawaii, in Hilo,
Hawaii, by check or. draft mailed to the registered
owner hereof at his address as it appears on the
books of registry kept pursuant to the ordinance
authorizing the bonds of the series of which this
bond is one."
(2) The thir~9 paragraph of the form of fully registered.
Refunding Bond shall be changed from the third paragraph of
the form of the bearer Refunding Bond set forth in Section 3
hereof so as to read:
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"In the event this bond shall be subject to prior
redemption as aforesaid and is called for such redemption,
notice of redemption shall be mailed, at least once
not less than thirty days prior to the date fixed
for the redemption thereof, to the registered holder
of this bond at his address as shown on the books
of registry. If this bond be of a denomination
in excess of $5,000, portions of the principal sum
hereof in installments of $5,000 or any multiple
thereof may be redE=_emed, and if less than all of
the principal sum hereof is to be redeemed, in
such case upon the surrender of this bond there
shall be issued to the registered owner hereof,
without charge therefor, for the then unredeemed
balance of the principal sum hereof, fully
registered bonds of like series, maturity and
interest rate in the denomination equal to the
unredeemed portion. If this bond (or any portion
of the principal sum hereof) shall have been duly
called for redemption and notice of such redemption
duly given, and if on or before the date fixed fo.r
such redemption payment of the principal amount hereof
to be redeemed and the applicable redemption premium
and the interest accrued on such principal amount to
the redemption date shall be duly made or provided for,
interest on the principal amount to be redeemed shall
cease to ac<:rue frc:~m and after the redemption date."
(3) There shall be inserted in the form of the
fully registered Refund-ing Bond a new paragraph immediately
after the third paragraph of the form of the bearer Bond
with coupons attached set forth in Section 3 hereof which
new paragraph shall read:
"The bonds of the series of bonds of which this
bond is one are issuable as coupon bonds, in the
denomination of $5,000. Subject to the limitations
provided in the ordinance authorizing the series
of which this bond is one this bond may be exchanged
at the principal office of Manufacturers Hanover
Trust Company, New York, New York, for a like
aggregate principal amount of coupon bonds without
the privilege of rf~gistration, of the same series,
interest rate and maturity bearing all unmatured
coupons."
(4) The fully registered Refunding Bond shall have
an endorsement thereon :i.n substantially the following form:
"NOTICE: No writing below except by the Registrar.
"This registered bond is issued in lieu of coupon
bond(s) of this series, interest rate and maturity,
numbered , in the denomination of $5,000 each,
aggregating the face value hereof and not contemporaneously
outstanding; and coupon bond(s) of the same series,
interest rate and maturity aggregating the face value
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hereof and bearing the above serial number(s) has
(have) been reserved and will be issued in exchange for
and upon surrender of this registered bond all as
provided in the within. bond."
(5) The fully registered Refunding Bond shall
have provision for the <sssignment of such Refunding Bond
which assignment shall be in substantially the following
form:
"For value received
hereby sells, assigns and transfers unto
the within-mentioned bond and hereby
irrevocably constitutes and appoints
attorney in fact, to transfer
the same on the books of registry with full power
of substitution in the premises.
Dated:
"NOTE: The signature to this assignment must
correspond with the name as written on the face of
the within bond in every particular, without altera-
tion or enlargement or any change whatsoever."
SECTION 5. The Director of Finance will keep or
cause to be kept at his office sufficient books for the
registration of the Refunding Bonds initially issued.
SECTION 6. The fully registered Refunding Bonds, if
any, initially issued may be exchanged at the principal office of
Manufacturers Hanover Trust Company, in New York, New York,
for a like aggregate principal amount of coupon bonds without
privilege of registration, of the same series, interest rate
and maturity. Such exchange shall be without cost to the
holder of said fully registered Refunding Bond.
SECTION 7. The full faith and credit of the County
of Hawaii shall be and hereby is pledged to the payment of
the principal of and interest on the Refunding Bonds. For
the payment of the principal of and interest on the Refunding
Bond there shall be levied ad valorem taxes without limitation
as to rate or amount o~i all the real property subject to
taxation. by the County of Hawaii.
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In order to provide for the payment, in whole or
in part, of the Refunding Bonds, there is hereby created a
special trust fund of the County of Hawaii to be known as the
"1978 Sinking Fund" (the "1978 Sinking Fund") to be held by
the Director of Finance of the County of Hawaii separate
and apart fron all other funds of said County. The Honeys
transferred to the 1978 Sinking Fund shall forthwith be
applied to the purchase of direct obligations of the United
States of America (the "Government Obligations") or bank
repurchase agreements secured by Government Obligations
("Repurchase Agreements").
On the day of delivery of and payment for the
Refunding Bonds, the Director of Finance of the County of
Hawaii shall transfer $758,685 of the moneys t11en held by
him for the purpose of paying principal of and interest
on the Outstanding Bonds into the 1978 Sinking Fund and
shall retain the balance of such moneys for the payment of
the interest on the Refunding Bonds due on November 15, 1.978.
The moneys so transferred to the 1978 Sinking Fund may be
invested in Government Obligations maturing not later than
August 15, 1978. On or before each date set forth in the table
below, the County of Hawaii shall cause to be deposited in
the 1978 Sinking Fund such amount of money as shall, together
with the investment income, if any, then on deposit in the
1978 Sinking Fund, equal the amount set forth opposite such
date in the table below:
Date of_ Deposit
August 15, 1978
August 15, 1979
August 15, 1980
November 15, 1980
November 15, 1981
August 15, 1982
Auqust 15, 1983
August 15, 1984
November 15, 1985
November 15, 1986
November 15, 1987
November 15, 1988
Amount of Deposit
$ 684,734
1,310,109
160,891
1,414,372
1,493,222
1,008,000
1,027,200
844,800
797,900
727,200
555,500
404,000
- 16 -
Income derived from the investment of moneys deposited
in the 1978 Sinking Fund after November 15, 1988, shall be
transferred to the general fund of the County of Hawaii and
applied for the same purposes as other amounts in that fund,
including payment of debt service on outstanding general obliga-
tion bonds of the County. Income derived from such. invest-
ments prior thereto shall be retained in the 1978 Sinking
Fund and reinvested in Government Obligations or Repurchase
Agreements; provided that if in any period commencing on the
day after. any date set forth in the table above and ending
on the immediately succeeding date set forth therein, income
derived from the investment of moneys deposited in the 1978
Sinking Fund exceeds the amount to be deposited in the 1978
Sinking Fund on such immediately succeeding date, the amount
of such excess shall be transferred to the general fund of
the County of Hawaii and applied as aforesaid.
Prior to May 15, 1999, the maturing principal of
any Government Obligations or Repurchase Agreements in the
1978 Sinking Fund shall be retained in that Fund and re-
invested in other Government Obligations or Repurchase Agree-
ments; on or after May 15, 1999, such maturing principal may
be applied to the payment of the principal of and interest
on the Refunding Bonds to the extent necessary and desirable
and the balance reinvested to the extent practicable in other
Government Obligations or Repurchase Agreements maturing orr
or before the next principal maturity of the Refunding Bonds.
After all the Refunding Bonds have been retired or irrevocable
provision has been made for the payment of the principal of
and interest and redemption premium, if any, on all Refund-
ing Bonds, no further deposits shall thereafter be made or
required and any moneys arrd securities then on deposit in
the 1978 Sinking Fund shall be transferred. to the general
fund of the County of Hawaii and applied as are other moneys
in such fund.
- 17 -
No holder of any Refunding Bond shall be entitled
to or may require the +:~pplication of the moneys and securities
on deposit in the 1978 Sinking Fund. to the retirement or
redemption of his Refunding Bond except at the times and in
the amounts provided i?~ this ordinance.
SECTION 8. From the proceeds of the Refunding
Bonds there shall be deposited as follows:
(1) an amount, if any, equal to the interest
accrued on the Refunding Bonds from the date thereof to
the date of delivery thereof and payment therefor shall
be deposited with the Director of Finance to be applied
to the payment of the interest nn the Refunding Bonds
due on November 15, 1978;
(2) $36,579,511.51 shall be deposited under
the Refunding Trust Agreement, hereinafter referred to,
which deposit shall be, and is hereby made, irrevocable;
(3) the bal,snce of such proceeds shall be deposited
with the Director of Finance, to be used to pay expenses
incurred in connection with the issuance of the Refund-
ing Bonds and the refunding of the Outstanding Bonds.
As provided :in the Refunding Trust Agreement
$35,732,500 of the proceeds of the Refunding Bonds deposited
under the Refunding Trust Agreement pursuant to paragraph
(2) above shall be invested in Federal Obligations (as defined
in the Refunding Trust Agreement), maturing as to principal
and interest in such amounts and at such times as shall,
together with the balance of such proceeds so deposited, be
sufficient to provide for the payment of the principal of
and interest on the Outstanding Bonds as the same shall
become due and. payable.
- 18 -
The proceeds of the Refunding Bonds shall not be
used :in a manner that would cause the Refunding Bonds to be
"arbitrage bonds" under Section 103(c)(2) of the U. S.
Internal Revenue Code of ].954. To that end, the County of
Hawaii shall comply throughout the term of the Refunding
Bonds with the requirements of said Section 103(c) of the
United States Internal Revenue Code of 1954, as amended, and
the applicable regulations of the Internal Revenue Service
adopted thereunder. The provisions of this paragraph shall
be a covenant with the purchasers from time to time of the
Refunding Bonds.
SECTION 9. The Director of Finance is hereby
authorized and directed to negotiate the sale of the Refund-
ing Bonds, as permitted by Section 47-52, Hawaii Revised
Statutes, as amended by Act 41, Session Laws of Hawaii 1.978,
with such persons, firms or corporations as he deems
appropriate. Any contract for the purchase of the Refunding
Bonds shall be approved by resolution of this Council. The
rate or rates of interest contained in such contract for the
purchase of the Refunding Bonds shall be the rate or rates
said Bonds shall bear and shall be inserted in Section 2
of this ordinance prior to the final reading hereof.
SECTION 10. 'Phe Mayor and County Clerk are hereby
authorized, for and on behalf of the County of Hawaii, t:o
execute such. agreements and give such directions as shall be
necessary to carry out the provisions of this ordinance,
including (i) the execution and. delivery of a Refunding Trust
Agreement, to be dated as of the fifteenth day of May, 1.978,
substantially in the foam thereof presented at this meeting
and filed with the minutes of this meeting, with such modifica-
tions thereto as the Pdayor upon the advice of counsel to the
- 19 -
County approves and (ii) the execution and delivery of a
Securities Purchase Agreement, to be dated as of the fifteenth
day of May, 1978, substantially in the form thereof presented
at this meeting and filed with the minutes of this meeting
with such modifications thereto as the Mayor upon the advise
of counsel to the County approves. The execution of said
Refunding Trust Agreement: and Securities Purchase Agreement
by the Mayor shall be conclusive evidence of the approval of
any modification thereto from the form thereof presented to
this meeting.
The bank or banks with which the aforesaid Refunding
Trust Agreement and Securities Purchase Agreement shall be
entered into shall. be appointed pursuant to resolution of this
Council.
SECTION 11. The Director of Finance and all officials
of the County of Hawaii are hereby authorized to take such
action and execute such orders, receipts and other documents
as may be necessary in order to effectuate the sale and delivery
of the Refunding Bonds or.. any portion thereof, the preparation
and execution of the Refunding Bonds and the refunding of
the Outstanding Bonds in accordance with this ordinance, and
applicable law.
SECTION 12. This ordinance shall take effect upon.
its approval.
Date of Introduction
Date of Adoption:
Effective Date:
.~
~~,;F~~,,- r_
COL ~, 5F ...~
INTRODUC-ED BY:
/ s-' ,
~,,.
Cou cilm ,,COxin, y of Hawaii
May 6, 1978 °~
May 15, 1978
May 15, 1978
- 20 -
FORM or PROrosrn
SECURITIES PURCHASE AGREEMENT
THIS SECURI'1'IES PURCHASE AGREEMENT dated as of this
fifteenth day of May, 1978 between the COUNTY OF HAWAII, STATL
OF HA[;~A.II (the "county") and
(the "Bank") .
WWHrRLAS, the County will issue $37,475,000 Public
Improvement Refunding Bonds, 1978 Series (the "Refunding
Bonds") for the purpose of refunding in advance of maturity
certain of i_ts presently outstanding general obligation
bonded indebtedness;
WHLP.hAS, pursuant to an ordinance enacted by the
Council. of the County on May li, 1978 (the "Ordinance"),
a separate special fund (the "1978 Sinking Fund") has beer.
established for the payment in part of the Refunding Ponds;
WHEREAS, pursuant to the Ordinance the County will_
deposit into the 1.978 Sinking Fund on the date of delivery of
and payment for. the Refunding Ponds and on or before certain
specified dates, certain specified amounts;
WIiEREAS, the County wishes to assure investment of
the amounts to be deposited in 1978 Sinking Fund at favorable
rates; and
WFIEREAS, the Bank wishes to sell to the County
direct obligations of the United States of America under
agreements to repurchase such obligations ("Repurchase
Agreements"),
NOW, THEREFORE, in consideration of the premises
and the terms and conditions hereafter set forth., the parties
hereto agree as f-ol.lows:
1. The County hereby agrees to pay to the Bank
$ on the date of delivery of the Refunding Bonds.
2. The Bank hereby agrees to sell to the County at
par on August 15, 1978, a Repurchase Agreement in the principal
amount of $1,443,41-9, maturing on August 15, 1981, and bearing
interest at the rate of 8.29°,- per annum (payable semiannually
on February 15 and August 15). The Bank hereby grants to the
County options to purchase from the Bank at par Repurchase
Agreements in the principal amounts, on the dates (the "Delivery
Dates") and otherwise as set forth in Annex A to this Agreement.
3. Each option granted the County by paragraph 2
hereof to purchase a Repurchase Agreement, if exercised, shall
be exercised by written notice from the County to the Bank not
later than 10 days prior to the Delivery Date for such P.epurchase
Agreement set forth in llnnex A. Failure by the County to
exercise any option granted by paragraph 2 hereof to purchase
a Repurchase Agreement or the option granted by paragraph 4
hereof shall not affect the right of the County to exercise
- 2 -
any subsequent option to purchase a Repurchase Agreement
hereunder.
4. The Bank hereby grants to the County an option
through June 30, 19II1, to enter into an agreement (the
"Securi_ties Acquisition Agreement") substantially in the form
set forth in Annex B to this Agreement. Such option, if
exercised, shall be exercised by written notice from the
County to the Bank not later than 10 days prior to the date
on which the County desires to enter into the Securities
Acquisition Agreement (which date shall be specified in such
notice). Simultaneously with the execution of the Securities
Acquisition Agreement by the County and the Bank, the Bank
shall repurchase all outstanding Repurchase Agreements at
par plus accrued interest and all options granted by para-
graph 2 hereof shall terminate.
5. This Agreement shall be binding upon the County
and upon its respective successors, transferees and assigns,
and shall inure to the benefit of, and be enforceable by,
the Bank and i.ts successors, transferees and assigns. This
Agreement may not be assigned by the County without the prior
written consent of the Bank. The Bank may assign or transfer
this Agreement in whole or in part; provided, however, that
in the event of such assignment or transfer the Bank shall
not be discharged from any duty or liability with respect to
this Agreement.
6. The County represents to the Bank that this
Agreement has been duly authorized, executed and delivered
- 3 -
by, and constitutes a valid and binding agreement in accord-
ance with its terms of, the County.
7. The Bank represents and warrants to the County
that this Agreement ha:~ been duly authorized, executed and
delivered by, and constitutes a valid and binding agreement
in accordance with i.ts terms of, the Bank; and neither the
execution and delivery of this Agreement nor the performance
of the obligations of the Bank under this Agreement shall
violate any Federal or state law or any other decree, license,
permit, o.r the like which is applicable to the Bank and
shall not cause any dei:ault by the Bank under any other
agreement to which the Bank is subject.
8. The Bank consents to be named i_n the Official
Statement for the Refunding Bonds as a party to this Agree-
meat. The County hereby acknowledges that the Bank has
assumed no responsibility, and shall not be held responsible,
for the validity of the Refunding Bonds or for the adequacy,
accuracy or completeness of any statement made in said
Official Statement.
9. All notices pursuant to this Agreement sha].1
be sufficient if sent by United States registered or certi-
fied mail, delivered postage prepaid, to the attention of
the persons listed below and to the party intended as the
recipient thereof at the address of such party set forth
below, or at such other address or to the attention of such
other person as such party shall have designated for such
- 4 -
purpose in a written notice complying as to delivery with
the terms of this paragraph.
The Bank:
Attention:
The County:
County of Hawaii
25 Aupuni Street
Hilo, Hawaii 96720
Attention: Director of Finance
10. Nothing expressed or implied herein is intended
or shall be construed to confer upon any person, firm or
corporation other than the parties hereto any right, remedy
or claim by reason of this Agreement or any term hereof,
and all terms contained herein shall be for the sole and
exclusive bcnefi.t of the parties hereto, their successors
and, to the extent provided herein, their assigns.
11. This Ag.r_eement shall be governed by and
construed in accordance with the laws of the State of Ilawai.i..
12. This Agreement may be executed simultaneously
in one or more counterparts, each of which shall be deemed
an original, and all of which shall constitute one and
the same document.
13. If one or more provisions of this Agreement
or the application of any such provisions to any set of
circumstances shall he determined to be invalid or ineffec-
tive for any reason, such determination shall not affect
the validity and enforceability of the remaining provisions
- 5 -
or the application of. the sarnc provi.si.ons or any of the
remaining provisions to other circumstances.
IN WITNESS W)}PRfsOF, the parties hereto have caused
this Agreement to be duly executed and sealed by their
respective of,`:icers thereunto duly authorized, as of the
day and year first above written.
COUNTY OI' HAWAII, STATE OF HAWAII
By
or
[Seal)
Attest:
County Clerk
By
Vice President
(Scab
Attest:
Assistant Secretary
6 -
ANNEX A
Delivery Principal Interest Interest Maturity
Date Amount Rate Per Payment Date
Annum Dates
August 15, 1979 $1,310,109 8.290 2-15/8-15 August 15, 1982
August 15, 1980 160,891 8.29 2-15/8-15 August 15, 1983
November 15, 1980 1,414,372 8.37 5-15/11-15 November 15, 1983
August 15, 1981 1,443,419 8.29 2-15/8-15 August 15, 1984
November 15, 1981 1,493,222 8.37 5-15/11-15 November 15, 1984
August 15, 1982 1,310,109 8.29 2-15/8-15 August 15, 1985
1,008,000 8.33 2-15/8-15 August 15, 1985
August 15, 1983 160,891 8.29 2-15/8-15 August 15, 1986
1,027,200 8.33 2-15/8-15 August 15, 1986
November 15, 1983 1,414,372 8.37 5-15/11-15 November 15, 1986
August 15, 1984 1,443,419 8.29 2-15/8-15 August 15, 1987
' 844,800 8.33 2-15/8-15 August 15, 1987
November 15, 1984 1,493,222 8.37 5-15/11-15 November 15, 1987
August 15, 1985 1,310,109 8.29 2-15/8-15 August 15, 1988
1,008,000 8.37 2-15/8-15 August. 15, 1988
November 15, 1985 797,900 8.42 5-15/11-15 November 15, 1988
August 15, 1986 160,891 8.29 2-15/8-15 August 15, 1989
1,027,200 8.33 2-15/8-15 August 15, 1989
November 15, 1986 1,414,372 8.37 5-15/11-15 November 15, 1989
727,200 8.42 5-15/11-15 November 15, 1989
August 15, 1987 1,443,419 8.29 2-15/8-15 August 15, 1990
844,800 8.33 2-15/8-15 August 15, 1990
November 15, 1987 1,493,222 8.37 5-15/11-15 November 15, 1990
555,500 8.42 5-15/11-15 November 15, 1990
August 15, 1988 1,310,109 8.29 2-15/11-15 August 15, 1991
' 1,008,000 8.33 2-15/11-15 August 15, 1991
November 15, 1988 797,900 8.42 5-15/11-15 November 15, 1991
404,000 8.42 5-15/11-15 November 15, 1991
August 15, 1989 160,891 8.29 2-15/8-15 August 15, 1992
1,027,200 8.33 2-15/8-15 August 15, 1992
Nove~ber 15, 1989 1,414,372 8.37 5-.15/11-15 November 15, 1992
727,200 8.42 5-15/11-15 November 15, 1992
August 15, 1990 1,443,419 8.29 2-15/8-15 August 15, 1993
844,800 8.33 2-15/8-15 August 15, 1993
November 15, 1990 1,493,222 8.37 5-15/11-15 November 15, 1993
555,500 8.42 5-15/11-15 November 15, 1993
August 15, 1991 1,310,109 8.29 2-15/8-15 August 15, 1994
1,008,000 8.33 2-15/8-15 August 15, 1994
November 15, 1991 797,900 8.42 5-15/11-15 November 15, 1994
404,000 8.42 5-15/11-15 November 15, 1994
August 15, 1992 160,891 8.29 2-15/8-15 August 15, 1995
1,027,200 8.33 2-15/8-15 August 15, 1995
November 15, 1992 1,414,372 8.37 5-15/11-15 November 15, 1995
727,200 8.42 5-15/11-15 November 15, 1995
August 15, 1993 1,443,419 8.29 2-15/8-15 August 15, 1996
844,800 8.33 2-15/8-15 August 15, 1996
November 15, 1993 1,493,222 8.37 5-15/11-15 November 15, 1996
555,500 8.42 5-15/11-15 November 15, 1996
August 15, 1994 1,310,109 8.29 2-15/8-15 August 15, 1997
1,008,OOG 8.33 2-15/8-15 August 15, 1997
November 15, 1994 797,900 8.42 5-15/11-15 November 15, 1997
404,000 8.42 5-15/11/15 November 15, 1997
August 15, 1995 160,891 8.29 2-15/8-15 August 15, 1998
1,027,200 8.33 2-15/8-15 August 15, 1998
ANNEX A - Page 2
Delivery Principal Interest Interest Maturity
Date Amount Rate Per Payment Date
Annum Dates
November 15, 1995 $1,414,372 8.37 5-15/11-15 November 15, 1998
727,200 8.42 5-15/11-15 November 15, 1998
August 15, 1996 1,443,419 8.29 2-15/8-15 August 15, 1999
844,800 8.33 2-15/6-15 August 15, 1999
November 15, 1996 1,493,222 8.37 5-15/11-15 November 15, 1999
555,500 8.42 5-15/11-15 May 15, 1999
August 15, 1997 1,310,109 8.29 2-15/8-15 August 15, 2000
1,008,000 8.33 2-15/8-15 August 15, 2000
November 15, 1997 797,900 8.42 5-15/11-15 May 15, 1999
404,000 8.42 5-15/11-15 May 15, 1999
August 15, 1998 160,891. 8.29 2-15/8-15 August 15, 2001
1,027,000 8.33 2-15/8-15 August 15, 2001
November 15, 1998 1,414,372 6.37 5-15/11-15 November 15, 2001
727,200 8.42 5-15/11-15 May 15, 1999
August 15, 1999 1,443,419 8.29 2-15/8-15 August 15, 2002
844,800 8.33 2-15/8-15 August 15, 2001
November 15, 1999 1,493,222 8.37 5-15/11-15 November 15, 2002
August 15, 2000 1,310,109 8.29 2-15/8-15 August 15, 2003
1,008,000 8.33 2-15/8-15 August 15, 2001
August 15, 2001 160,891. 8.29 2-15/8-15 August 15, 2004
November 15, 2001 1,414,372 8.37 5-15/11-15 November 15, 2004
August 15, 2002 1,443,419 8.29 2-15/8-15 August 15, 2005
November 15, 2002 1,493,222 8.37 5-15/11-15 May 15, 2005
August 15, 2003 1,310,109 8.29 2-15/8-15 August 15, 2006
August 15, 2004 160,891. 8.29 2-15/8-15 February l5, 2007
November 15, 2004 1,414,372 8.37 5-15/11-15 May 15, 2005
August. l5, 2005 1,443,419 8.29 2-15/8-15 February 15, 2007
August 15, 2006 1,310,109 8.29 2-15/8-15 February 15, 2007
ANNEX B
FORM OF I?ROPOSED
SECURITIES ACQUISITIOP: AGREEM$iV'P
THIS SECUR]TI>;S l>CQUISITIOTd AGREEhiFtJT dated ns of_
this _ day of __, bet~reen the CO[JNTY OI' He;[•IAII,
STATP Ol? IIAP7AII (the "C ounty") and (the
"Bank").
YdHEP,LAS, the County has issued $3'7,475,000 Public
Improvement Refunding Bonds, 1978 Series (the "Refunding
Bonds") for the purpose of refunding in advance of maturity
certain of its outstanding general ob]_iaation bonded
indebtedness;
WHEREAS, pursuant to an ordinance enacted by the
Council of the County on May 15, 1978 (tyre "O.r_di.nance"),
a separate speci_a1 fund (the "1978 Sinking Fund") has been
established for the payment in part of the, Refunding F3onds;
WHL•'REAS, pursuant to the Ordinance the County will
deposit into the 1978 Si.nki_ng fund on the date of delivery of
and payment for the Refunding Bonds and on or before certain
specified dates, fund:; sufficient to purchase direct obliga-
tions of, the United States of_ America (the "Government
Obligations") in the principal amounts, on the dates (the
"Del:ivery Dates") and at the prices (the "Purchase Pr.i_ces")
set forth in Annex A to this Agreement, plus in each case,
accrued interest to the respective Delivery Date;
PIHI:RFAS, the County wishes to assure investment of
the amounts to be deposited in 1978 Sinking Fund at favorable
rates; and
WHLRF.AS, the Bank wishes to sell the necessary
Government Obligations to the County,
NOW, TITEP.I;FORL, in consideration of the- premises,
the parties hereto agree as follows:
1. The Banc hereby agrees to sell to the County
and the County h~,reby agrees to purchase from the Bank Govern-
ment Obligations in the amounts, on the Delivery Dates and
at the Purchase Prices set forth in Annex A to this Agreement,
plus, in each case, accrued interest to the respective
Delivery Datc.
2. The Bank shall have no obl.i_gation hereunder
other than to deliver. Government Obligations to the County
against payment. therefor, in immediately available funds
in the amounts, on the Delivery Dates and at the Purchase
Prices set forth in Annex A attached hereto, plus, in each
case, accrued interest to the respective Delivery Date. All
Government Obligations, when delivered by the Bank to the
County, to the extent registrable, shal]. be registered for
payment in the name of the County and, to the extent not so
- 2 -
registrable, shall be in negot.i.able form. All expenses of
registration and al.l other expenses of delivery to the County
shall be borne by the Bank.
3. If the Bank fails to tender for delivery on
any Delivery Date the amount of Government Obligations which
it has contracted to tender on such Delivery Date and such
failure shall. continue for five days, then, and in such event,
the County shall have the right to pr.ompt-ly purchase from any
seller the same amount and type of Government Obligations
("Substitute Obligations"), and the Bank shall pay to the County
for. deposit in the 1978 Sinking Fund, on demand, damages in
an amount equal to: (i) the difference between the price which
the County shall have paid to purchase the Substitute Obliga-
tions (excluding therefrom accrued interest) and the Purchase
Price set forth i.n Annex A attached to this Agreement for
the Government Obligations which the Bank failed to tender;
and (ii) incidental costs and expenses (including legal fees)
incurred by the County in connection with the purchase of
the Substitute Obligations and the making of such demand on
the Bank.
4. If the County fails to tender payment of the
full amount due for any of the Government Obligations tendered
on any Delivery Date, and such failure shall continue for five
days, then, and in such event, the Bank shall have the right
to promptly resell such tendered Government. Obligations to any
- 3 -
other purchaser, and the County shall pay to the Bank, on
demand, damages in amount equal to: (i) the difference
between t:he Purchase Price set forth in Annex A attached to
this Agreement for the Government Obligations for which the
County has failed to tender payment and the price which the
Bank receives upon snob resale (excluding therefrom accrued
interest); and (ii) incidental costs and expenses (including
legal. fees) incurred by the Bank in connection with such
resale and the making of: such demand on the County.
5. This Agreement shall be binding upon the County
and upon its respective successors, transferees and assigns,
and shall. inure to the benefit of, and be enforceable by,
the Sank and its successors, transferees and assigns. This
Agreement may not be assigned by the County without the prior
written consent. of the Bank. The Bank may assign or transfer
this Agreement in whole or in part; provided, however, that
in the event of such assignment or transfer the Bank shall
not be discharged from any duty or liability with respect to
this Agreement.
6. The County represents to the Bank that this
Agreement has been duly authorized, executed and delivered
by, and constitutes a valid and binding agreement in accord-
ance with its terms of, the County.
7. The Bank. represents and warrants to the County
that this Agreement has been duly authorized, executed and
delivered by, and constitutes a valid and binding agreement
- 4 -
in accordance with its terms of, the Bank; and neither the
execution and delivery of this Agreement nor the performance
of the obligations of the Bank under this Agreement shall
violate any federal or :state law or any other decree, license,
permit, or the like which is applicable to the Bank and
shall not cause any default by the Bank under any other
agreement to which the Bank is subject.
8. All notices pursuant to this Agreement shall
be sufficient if sent by United State:., registered or certi_-
Lied mail, delivered postage prepaid, to the attention of
the persons listed below and to the party intended as the
recipient thereof at the address of such party set forth
below, or at such other address or to the attention of such
other person as such party shall have designated for such
purpose i.n a written not=ice complying as to delivery with
the terms of this paragraph.
The Bank:
Attention:
The County:
County of Hawaii
25 Aupuni Street
Hilo, Hawaii 96720
Attention: Director of Finance
- 5 -
9. Nothing expressed or implied herein is intended
or shall be consl-.rued to confer upon any person, firm or
corporation other than the parties hereto any right, remedy
or claim by reason of this Agrecment or any term hereof,
and a].1 terms contained herein shall be for the sole and
exclusive benefit of the parties hereto, their successors
and, to the extent provided herein, their assigns.
lp. This Agreement shall be governed by and
construed in accordance with the laws of the State of Hawaii.
11. This Agrecment may be executed simultaneously
in one or. more cowlterparts, each of which shall be deemed
an or.igi_nal, and all of which shall constitute one and
the same document.
_l2. If one or more provisions of this Agreement
or the application of any such provisions to any set of
circum:tances shall be determined to be invalid or ineff.ec-
tivc for any reason, such determination shall not affect
the validity and enforceability of the remaining provisions
or the application of the same provisions or any of the
remaining provisions to other circumstances.
IN WITNESS WHliP.Ii01•', the parties hereto have caused
this Agreement to be duly executed and sealed by their
- 6 -
r.espcctive ofPic~~r:: thereunto du:Ly auLhor.:ized, as of L-hc
duy ant year first above wr.ii.i:en.
COUNTY OI' HALPA:CI, STATE C? HASdAIJ:
Fay
yor
[seal]
Attest:
unr_y miler
B y - ----
Vice President
[Seal]
Attest:
Assistant Secretary
- 7 -
ANNEX A TO
SECURITIES ACQUISITION AGREEMENT
Type and PYincipal Amount Purchase
Delivery Date of Obligations to be Price
Purchased
Date of Execution of $1,570,000 of 7-5/8o U.S. Treas- $1,443,419
Securities Acquisi- ury Bonds due February 15, 2007
tion Agreement
Later o£ Date of Execu- $1,425,000 of 7-5/8~ U.S. Treas- $1,310,109
tion of Securities u.ry Bonds due February 15, 2007
Acquisition Agreement
or August 15, 1979
Later of Date of Execu- $175,000 of 7-5/8o U.S. Treasury $ 160,891
tion of Securities Bonds due February 15, 2007
Acquisition Agreement
or August 15, 1980
Later of Date of Execu- $1,435,000 of 8-1/4°s U.S. Treas- $1,414,372
tion of Secu rities ury Bonds due May 15, 2005
Acquisition Agreement
or November 15, 1980
November 15, 1981 $1,515,000 of 8-1/4o U.S. Treas- $1,493,222
ury Bonds due May 15, 2005
August 15, 1982 $1,050,000 of 8°s U.S. Treasury
Bonds due August 15, 2001
August 15, 1983 $1,070,000 of 8~ U.S. Treasury
Bonds due August 15, 2001
August 15, 1984 $880,000 of 8g U.S. Treasury
Bonds due August 15, 2001
November 15, 1985 $790,000 of 8-1/2o U.S. Treasury
Bonds due May 15, 1999
November 15, 1986 $720,000 of 8-1/2o U.S. Treasury
Bonds due May 15, 1999
November 15, 1987 $550,000 of 8-1/2$ U.S. Treasury
Bonds due May 15, 1999
November 15, 1988 $400,000 of 8-1/2% U.S. Treasury
Bonds due May 15, 1999
$1,008,000
$1,027,200
$ 844,800
$ 797,900
$ 727,200
$ 555,500
$ 404,000
Hilo, Hawaii
Date: Mav 6 197ft
FIRST READING
AYE$ NOES A/E
-0ahlberg X ~~
Domingo X
Fujii X
Garcia X
Kawahara X
Lai X
Sarneshima x
Tajiri X
cnr.Yamashit x
7 1 1
Hilo, Hawaii
Date: May 15, 1978
SECOND & FINAL READING
AYE$ NOES A/E
Dahlberg
X
Domingo
X
Fujii
X
Garcia
Kawahara X
Lai
X
Sarneshima }{
Tajiri X
cnr.Yamashir X
1-$-- ---1 _ _ ~-
May 11, 1978 _ Publicorion Dare May 19, 1978
Pu blit arion Dare: - _ _ - _-_ --
We do hereby certify that the foregoing BILL was adopted by the County Council and published
as indicated above. .~
I
_ __..~_..__.r~„f ~ ~: ~,
,.',~C7 [ •^. ~/ Council Chairmfin"
i ~ J~.~7~
° /
_1
': County Clerk
:cte ____
Approved(camcS th is._15 th _. _._. doy of
rte_y _ __, ,9 _za
- - --
Bill No 390
- -
_. _ _-. Reference: _.. _ - --
-
Mayor, ounty of Ha.~.a ii M.B. No. _ -
O~d. No. 354
COUNTY OF H,~,A22 BIL, NO_
NICE - STATE OF HAWAII ~
ORDI N0,
R FURDINANCE AUTHORIZING THE
NDING BONDS OF
FI~FUNDING CERTAIN pUTE COUNTIISSUANCE OF
BONDS G THE FORM DENO GE
PROVIDING F MIN TIONO NDED INDFOR THE PUBLIG'TION
RS'Y'ffi8H1gggT OR REDEMPTIO
OR THE PAYMEN CERTAIEBTEDNESS RPOSE OF
VIDING FOR THE SALE
OF SAID THE gF SAID BO THER FEATU SAIp COUNTY•
PRO
BE IT ORDAINED BONDS ~S BEING FUNDED I rNGOF SUCH ~
BY THE COUNCIL pp THE FOR THE
SECTION 1. AND pR0_
The Council of the COU
and determines: OUNTy OF HAWAII;
of Superviso (1) that the fours •tY of I3aWa11
No. ado rs of the County of a cll 1, successor thereby finds
480 pted
by the Bo wall; (.) o the Board
°n September 20 1949, th r d of S°er~lsors o Pursuant to Resolution
Principal e have the Cou
1949 amount of Water SYste eretofore be ntY of Hawaii
(the "1949 Bonds') m B~ s, 19¢g en Issued $300,000
1978, 512,000, and all of which tl we issue dated Novembe 15
their terms, mature of which outs hdi re outstanding on MaY 1 '
t1On NO. 440 ado on November 15, 178 ng B°nds Pursuant to
Hawall °n June Pted by the Board of (3) Pursuant to
195
Principal there hav rs °f th
4 8 ~per~iso e County of
dated amount of Public I e hertofore be
out as of August 1, 1958 ~mproVement'Onds e^ Issued $900,000
standin5 on M .the ~~1958 of the COUnt
bonds aY 1, 1978 0 B~ds,~), of which Y of Hawaii
SS 00
'an Pursuant to their to 0 ~ an0all °f there were
t tO Resol rrs, mater which outst
ution No. 538 ~oPted b e or August 1 (4) ding
the County of g 1978-
awaii on ~ Y th`Board of Pur_
been Issued $2,50 Ptember 7, 1~- Super°isors
1960, of the 0 000 ~r1nciPal am -00, there have hereto_
60 Bonds,.) f untY of Hawaii date uit of Public Improveme
which th d is of nt
and whic ere wer November l
e ,
out out 1960
;11Y $125, 000 bonds ° b No s, Pursuant d o g h it t 1, 1978
ember 1 In each of the years
BILL NO. 390
COUNTY OF HAWAII - STATE OF HAWAII
ORDINANCE N0.
AN ORDINANCE AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
REFUNDING BONDS OF THE COUNTY OF HAWAII FOR THE PURPOSE OF
REFUNDING CERTAIN OUTSTANDING BONDED INDEBTEDNESS OF SAIp COUNTY
FI%%NG THE FORM, DENOMINATION AND CERTAIN OTHER FEATURES OF SUCH
BONDS; PROVIDING FOR THE PAYMENT OF SAID BONDS; PROVIDING FOR THE
RST~RHffiE~T OR REDEMPTION OF THE BONDS BEING REFUNDED; AND PRO-
VIDING FOR THE SALE OF SAID BONDS.
BE IT ORDAINED BY THE COUNCIL OF THE COUNTY OF HAWAII:
SECTION 1. The Council of the County of Hawaii hereby finds
and determines: (1) that the Council is successor to the Board
of Supervisors of the County of Hawaii; (2) pursuant to Resolution
No. 480 adopted by the Board of Supervisors of the County of Hawaii
on September 20, 1949, there have heretofore been issued $300,000
principal amount of Water System Bonds, 1949 issue dated November 15,
1949 (the "1949 Bonds"), of which there were outstanding on May 1,
1978, $12,000, and all of which outstanding Bonds, pursuant to
their terms, mature on November 15, 1978; (3) pursuant to Resolu-
tion No. 440 adopted by the Board of Supervisors of the County of
Hawaii on June 4, 1958, there have heretofore been issued $900,000
principal amount of Public Improvement Bonds of the County of Hawaii
dated as of August 1, 1958 (the "1958 Bonds"), of which there were
outstanding on May 1, 1978, $50,000, and all of which outstanding
bonds, pursuant to their terms, mature on August 1, 1978; (4) pur-
suant to Resolution No. 538 adopted by the Board of Supervisors
of the County of Hawaii on September 7, 1960, there have hereto-
fore been issued $2,500,000 principal amount of Public Improvement
Bonds, 1960, of the County of Hawaii dated as of November 1, 1960
(the "1960 Bonds"), of which there were outstanding on May 1, 1978,
$625,000, and which outstanding bonds, pursuant to their terms,
mature serially $125,000 bonds on November 1 in each of the years
1978 to 1982, inclusive; (5) pursuant to Resolution No. 139
adopted by the Board of Supervisors of the County of Hawaii on
May 24, 1963, there have heretofore been issued $1,450,000 princi-
pal amount of Public Improvement Bonds, Series A, of the County
of Hawaii dated as of July 1, 1963 (the "1963A Bonds"), of which
there were outstanding on May 1, 1978, $490,000, and which out-
standing bonds, pursuant to their terms, mature serially $80,000
bonds on July 1 in each of the years 1978 to 1981, inclusive, and
$85,000 bonds on July 1 in each of the years 1982 and 1983; (6) pur-
suant to Resolution No. 209 adopted by the Board of Supervisors
of the County of Hawaii on August 7, 1963, there have heretofore
been issued $1,350,000 principal amount of Public Improvement Bonds,
Series B, of the County of Hawaii dated as of September 1, 1963
(the "1963B Bonds"), of which there were outstanding on May 1, 1978,
$450,000, and which outstanding bonds, pursuant to their terms,
mature serially $75,000 bonds on September 1 in each of the years
1978 to 1983, inclusive; (7) pursuant to Ordnance No. 342 enacted
by the Council of the County of Hawaii on October 1, 1970, there
have heretofore been issued $10,000,000 principal amount of Public
Improvement Bonds, Series 1970, of the County of Hawaii dated as
of November 1, 1970 (the "1970 Bonds"), of which there were out-
standing on May 1, 1978, $7,220,000, and which outstanding bonds,
pursuant to their terms, mature serially $555,000 bonds on
November 1 in each of the years 1978 to 1990, inclusive; (8) pur-
suant to Ordinance No. 465 enacted by the Council of the County
of Hawaii on April 19, 1972, there have heretofore been issued
$10,000,000 principal amount of Public Improvement Bonds, Series
1972, of the County of Hawaii dated as of June 1, 1972 (the
"1972 Bonds"), of which there were outstanding on May 1, 1978,
$8,325,000, and which outstanding bonds, pursuant to their terms,
mature serially $555,000 bonds on June 1 in each of the years
1978 to 1992, inclusive; (9) pursuant to Ordinance No. 6 enacted
by the Council of the County of Hawaii on November 20, 1973, there
-2-
have heretofore been issued $5,000,000 principal amount of Public
Improvement Bonds, 1974 Series A, of the County of Hawaii dated
as of February 1, 1974 (the "1974A Bonds"), of which there were
outstanding on May 1, 1978, $4,440,000, and which outstanding
bonds, pursuant to their teams, mature serially $280,000 on
February 1 in each of the years 1979 to 1986, inclusive, and
$275,000 bonds on February 1 in each of the years 1987 to 1994,
inclusive; (10) pursuant to Ordinance No. 51 enacted by the Council
of the County of Hawaii on August 21, 1974, and Resolution No.
292 adopted by the Council of the County of Hawaii on October 23,
1974, there have heretofore been issued $5,000,000 principal
amount of Public Improvement Bonds, 1974 Series B, of the County
of Hawaii dated as o£ November 1, 1974 (the "1974B Bonds"), of
which there were outstanding on May 1, 1978, $4,720,000, and
which outstanding bonds, pursuant to their terms, mature serially
$280,000 bonds on November 1 in each of the years 1978 to 1986,
inclusive, and $275,000 bonds on November 1 in each of the years
1987 to 1994, inclusive; (11) pursuant to Ordinance No. 139
enacted by the Council of the County of Hawaii on August 20, 1975,
and Resolution No. 569 adopted by the Council of the County of
Hawaii on May 7, 1976, there have heretofore been issued $7,000,000
principal amount of Public Improvement Bonds, 1976 Series A, of
the County of Hawaii dated as of May 1, 1976 (the "1976A Bonds"),
all of which $7,000,000 were outstanding on May 1, 1978, and which
outstanding bonds, pursuant to their terms, mature serially
$385,000 bonds on May 1 in each of the years 1979 to 1982, inclu-
sive, and $390,000 bonds on May 1 in each of the years 1983 to
1996, inclusive; (12) pursuant to Ordinance No. 271 enacted by
the Council o£ the County of Hawaii on May 4, 1977, there have
heretofore been issued $5,000,000 principal amount of Public
Improvement Bonds, 1977 Series B, of the County of Hawaii dated
as of August 1, 1977 (the "1977B Bonds"), all of which $5,000,000
were outstanding on May 1, 1978, and which outstanding bonds,
-3-
pursuant to their terms, mature serially $280,000 bonds on August 1
in each of the years 1980 to 1989, inclusive, and $275,000 bonds
on August 1 in each of the years 1990 to 1997, inclusive; (13) it
is advisable, expedient and in the best interest of the County of
Hawaii to authorize the issuance and sale of general obligation
refunding bonds for the purpose of refunding the aforesaid 1949
Bonds, 1958 Bonds, 1960 Bonds, 1963A Bonds, 1963B Bonds, 1970 Bonds,
1972 Bonds, 1974A Bonds, 1974B Bonds, 1976A Bonds and 1977B Bonds
(collectively the "Outstanding Bonds"), in advance of the maturity
thereof in order to restructure the outstanding bonded indebted-
ness of the County of Hawaii represented by the outstanding Bonds
so as to provide that such bonded indebtedness of the County of
Hawaii shall mature in substantially equal installments of both
principal and interest; and (14) pursuant to Resolution No. 252
adopted by the Council of Hawaii on April 1, 1978, this Council
has heretofore approved the sale of the bonds hereinafter authorized.
SECTION 2. Pursuant to Chapter 47, Hawaii Revised Statutes,
and particularly parts I and Iv thereof, for the purpose of
refunding the outstanding bonded indebtedness referred to in
Section 1 of this ordinance, there is hereby authorized for
issuance and sale general obligation refunding bonds of the
County of Hawaii in the principal amount of
thousand dollars
million
($ ). The bonds authorized in this section
shall be issued and sold as a single issue and shall be designated
"Public Improvement Refunding Bonds, 1978 Series (the"Refunding
Bonds"). The Refunding Bonds may be issued initially in the form
of fully registered Refunding Bonds. In such event there shall
be issued one fully registered Refunding Bond for each serial
maturity of the Refunding Bonds as hereinafter set forth in this
section. Such fully registered Refunding Bonds shall be dated as
of May 15, 1978; shall be numbered R-1 to R-25, both inclusive;
shall be of the denomination of the serial maturity which each
-4-
such fully registered Refunding Bond represents; and shall be
exchangeable, without charge to the holder thereof, for Refunding
Bonds in bearer form with coupons for interest attached thereto
as hereinafter provided. The Refunding Bonds in bearer form with
coupons for interest attached thereto shall be dated as of May 15,
1978; shall be of the denomination of $5,000 each; and shall be
numbered from 1 upward in order of maturity. The Refunding Bonds
whether in bearer form with coupons for interest attached or in
fully registered form) shall mature serially in numerical order
on May 15 in each of the years and in the principal amounts set
forth below, with the Refunding Bonds maturing in a particular
year bearing interest payable November 15, 1978, and semi-annually
each May 15 and November 15 thereafter at the rate per annum set
opposite such year, as follows:
Principal Principal
Year of Amount Rate of Year of Amount Rate of
Maturity Maturing Interest Maturity Maturing Interest
1983 $ % 1995 $ %
1984 1996
1985 1997
1986 1998
1987 1999
lggg 2000
1989 2001
1990 2002
1991 2003;
1992 2004
1993 2005
1994 2006
2007
Both principal of and interest and premium, if any, on the
Refunding Bonds shall be payable at the office of the Director of
Finance of the County of Hawaii, in Hilo, Hawaii, or, at the option
of the holder of said Bonds and the coupons pertaining thereto,
at the principal office of Manufacturers Hanover Trust Company,
in New York, New York, or at the principal office of First
Hawaiian Bank, in Honolulu, Hawaii, in any coin or currency of the
United States of America which at the time of payment is legal
tender for public and private debts.
The Refunding Bonds maturing May 15, 1989 and thereafter,
shall be subject to redemption at the option of the County of Hawaii
-5-
prior to their stated maturity, on and after May 15, 1988, in
whole at any time, and in part from time to time on any interest
payment date in inverse order of maturities and by lot within a
maturity, at the principal amount thereof, together with the
interest accrued on such principal amount to the date fixed for
the redemption, and the following redemption premiums: 3% if
redeemed during the period May 15, 1988 to May 14, 1989, both
inclusive; 2-1/2% if redeemed during the period May 15, 1989 to
May 14, 1990, both inclusive; 2% if redeemed during the period
May 15, 1990 to May 14, 1991, both inclusive; l-1/2% if redeemed
during the period May 15, 1991 to May 14, 1992, both inclusive;
1% if redeemed during the period May 14, 1992 to May 14, 1993,
both inclusive; 1/2% if redeemed during the period May 15, 1993
to May 14, 1994, both inclusive; and no premium if redeemed
May 15, 1994 or thereafter. Except as provided in the form of
fully registered Refunding Bond hereinafter set forth, notice of
redemption of the Refunding Bonds to be redeemed, stating the
designation, date, numbers and maturities of the Refunding Bonds
to be redeemed, the date fixed for the redemption thereof and
the premium payable upon such redemption, and that from and after
such redemption date interest thereon shall cease to accrue and
become payable, shall be given by the publication of such notice
in The Daily Bond Buyer, a financial paper published inthe City
of New York, New York, or in lieu of suchpublication in the
Daily Bond Buyer, such notice of such redemption day be given by
publication thereof in any other financial paper published in
any of the cities of New York, New York, Chicago, Illinois, and
San Francisco, California, the date of such publication in any
event to be at least thdrty days prior to the date fixed for the
redemption of the Refunding Bonds to which such notice pertains.
If on or before the redemption date moneys in the full amount
required for the payment of the principal of the Refunding Bonds
-6-
to be redeemed and the applicable redemption premium and the interest
accrued to the redemption date on the principal amount to be re-
deemed shall have been set aside with the Director of Finance of
the County of Hawaii or with the paying agent for said Bonds solely
£or the purposes of such redemption and payment, interest on the
Refunding Bonds so called for redemption shall cease to accrue
from and after the date fixed for the redemption thereof.
SECTION 3. The Refunding Bonds shall be signed by the
Director of Finance or a Deputy Director of Finance and shall
bear the lithographed or engraved facsimile signature of the
Mayor of the County of Hawaii and shall be sealed with the seal
or a lithographed or engraved facsimile seal of the County of
Hawaii. The interest coupons pertaining to the Refunding Bonds
in bearer fIDVm with coupons attached~,~hereto shall bear the litho-
graphed or engraved facsimile of the signature of the Director
of Finance. The Refunding Bonds shall be designated and the form
of the Refunding Bonds in bearer form with coupons attached thereto
and the coupons attached thereto shall be, substantially as
follows with such appropriate insertions, variations, and omissions
as are required with respect to each Refunding Bonds.
UNITED STATES OF AMERICA
STATE OF HAWAII
COUNTY OF HAWAII
PUBLIC IMPROVEMENT REFUNDING BOND,
1978 SERIES
No.
$5,000
The County of Hawaii, State of Hawaii, for value received,
hereby promises to pay to bearer on the fisteenth day of May,
(unless this bond shall be subject to prior redemption
and shall have theretofore been called for previous redemption
and payment of the redemption price duly made or provided for)
-7-
the principal sum of Five Thousand Dollars ($5,000) upon presen-
tation and surrender of this bond, and to pay interest on said
principal sum from the date hereof until payment of said principal
sum in full at the rate of per centum ( %) per
annum, payable semi-annually on the fifteenth day of May and the
fifteenth day of November in each year, such interest to the
maturity hereof being payable only upon presentation and surrender
of the interest coupons hereto attached as they severally become
due. Both the principal of gnd interest on thus bond are payable
at the office of the Director of Finance of the County of Hawaii,
in Hilo, Hawaii, or, at the option of the holder, at the principal
office of Manufacturers Hanover Trust Company, in the City of New
York, New York, or at the principal office of First Hawaiian Bank,
in Honolulu, Hawaii, in any currency of the United States of
America which at the time of payment is legal tender for public
and private debts.
This bond is one of a series designated "Public Improvement
Refunding Bonds, 1978 Series" of like date, denomination and tenor,
except as to number, interest rate and maturity. The bonds of
the series of which this bond is one maturing May 15, 1989, and
thereafter are subject to redemption at the option of the County
of Hawaii prior to the respective stated maturities thereof, on
and after May 15, 1988, in whole at any time, and in part from
time to time on any interest payment date in inverse order of
maturities, at the principal amount thereof, the interest accrued
thereon to the date fixed for redemption and the following redemp-
tion premiums expressed as a percentage of the principal amount
redeemed: 3% if redeemed during the period May 15, 1988 to May 14,
1989, both inclusive; 2-1/2% if redeemed during the period May 15,
1989 to May 14, 1990, both inclusive; 2% if redeemed during the
period May 15, 1990 to May 14, 1991, both inclusive; 1-1/2% if
redeemed during the period May 15, 1991 to May 14, 1992, both
-8-
ihclusive; 1% if redeemed during the period May 15, 1992 to May 14,
1993, both inclusive; 1/2% if redeemed during the period May 15,
1993 to May 14, 1994 both inclusive; and no premium if redeemed
on or after May 15, 1994. If less than all the bonds of any
maturity are called for redemption, the bonds of such maturity
to be redeemed shallYe selected by lot,
In the event this bond is redeemable, as aforesaid, and
shall be called for redemption, notice of the redemption hereof
stating the designation, date, number and maturity of this bond,
the date fixed for suct_redemption and the premium; payable upon
such redemption, shall be given by publication of such notice in
The Daily Bond Buyer, a financial paper published in the City
of New York, New York, or in lieu of such publication in The Daily
Bond Buyer, by publication thereof in some other financial paper
published in either of the cities of New York, New York, or San
Francisco, California, the date of such publication in any case
to be at least thirty days prior to the date fixed for the
redemption hereof. If this bond be redeemable and shall have been
duly called for redemption and notice of the redemption hereof
published as aforesaid, and if on or before the date fixed for
such redemption payment hereof shall be duly made or provided for,
interest hereon shall cease from and after the redemption date
hereof and the coupons representing such interest shall be void.
This bond is one of a series of bonds authorized by the
Council of the County of Hawaii to be issued to provide funds for
refunding certain bonded indebtedness of said County. This bond
and the series of which it is a part are issued under and pursuant
to and in full compliance with the Constitution and statutes of
the State of Hawaii, including Part I and Part IV of Chapter 47,
Hawaii Revi9ed Statutes, as amended, the Charter of the County o£
Hawaii, and proceedings of the aforesaid Council duly taken.
thereunder. This bond is a general obligation of the County of
Hawaii, the interest and principal payments of which shall be a
-9-
first charge on the general fund of said County. The full faith
and credit of the County of Hawaii are irrevocably pledged to the
punctual payment of the principal of and interest on this bond
according to its terms.
Pursuant to the ordinance authorizing the issuance of the
bonds of the series of which this bond is one, there has been
created a special trust fund of the County designated the 1978
Sinking Fund into which the County shall make certain payments
and shall invest moneys on deposit therein in certain designated
securities all as most fully set forth in said ordinance. The
moneys and securities held in said 1978 Sinking Fund shall be
applied at the times and in the accounts designated in the aforesaid
ordinance to the retirement of bonds of the series of which this
bond is one. Neither the holder of this bond nor the holder of
any bond of the series of which this bond is one shall be entitled
or may require the applita~ttion of the moneys and securities on
deposit in said 1978 Sinking Fund to the retirement or redemption
of his bond except at the times and in the amounts designated in
the aforesaid ordinance authorizeing said bonds.
It is hereby certified, recited and declared that all condi-
tions, acts and things essential to the validity of this bond and
the series of which it forms a part exist, have happened and have
been done; that every requirement of law affecting the issuance
thereof has been duly complied with; and that the amount of this
bond and the series of which it forms a part, together with all
other indebtedness of the County of Hawaii is not in excess of any
statutory or constitutional limitation of indebtedness.
IN WITNESS WHEREOF, the County of Hawaii has caused this
bond to be signed by its Director of Finance or a Deputy Director
of Finance, to bear the lithographed or engraved facsimile signa-
ture of its Mayor and to be sealed with a lithographed or engraved
facsimile of its seal, the interest coupons hereto attached to
bear the lithographed or engraved facsimile of the signature of
-10-
its Director of Finance and this bond to be dated as of the first
day of May, 1978.
Director of Finance or Deputy
Director of Finance of the
County of Hawaii
Mayor of the County of Hawaii
(FORM OF COUPON)
No.
On 19_, unless the bond hereinafter mentioned
shall be subject to prior redemption and shall have theretofore
been duly called for previous redemption and payment of the redemp-
tion price duly made or provided for, the County of Hawaii, State
of Hawaii, will pay to bearer at the office of the Director of
Finance of the County of Hawaii, in Hilo, Hawaii, or, at the option
of the holder, at the principal office of Manufacturers Hanover
Trust Company, in the City of New York, New York, or at the princi-
pal office of First Hawaiian Bank, in Honolulu, Hawaii, in any coin
or currency of the United States of America which at the time of
payment is legal tender for public and private debts, the sum
shown hereon being interest then due on its Public Improvement
Refunding Bond, 1978 Series, dated as of May 1, 1978.
No.
Director of Finance
The Director of Finance may authorize the printing of CUSIP
identification numbers upon the filing panel of the Refunding
Bonds, Such numbers and the printing thereof shall be subject in
all respects to the prmvisions of Section 47-B.5, Hawaii Revised
Statutes.
SECTION 4. The fully registered Refunding Bonds, if any,
initially issued shall be substantially in the form of the
-11-
aforesaid bearer Refunding Bonds with coupons attached as set
forth in Section 3 hereof (except no coupons shall be attached)
with the following variations and omissions from and insertion
in said form as set forth in said Section 3:
(1) The first paragraph of the form of fully registered
Refunding Bond shall be changed from the form of the first para-
graph of the bearer Refunding Bond set forth in Section 3 hereof
so as to read:
"The County of Hawaii, State of Hawaii, for value
received, hereby promises to pay to
or registered assigns,, on the
fifteenth day of May, unless this bond shall be
subject to prior redemption and shall have theretofore
been called for previous redemption and payment of the
redemption price duly made or prmvided for, the principal
sum of
upon presentation and surrender of this bond, and to pays
interest on such principal sum from the date hereof until
payment of said principal sum in full at the rate of
percentum ( %) per annum, payable on
the fifteenth day of May and the fifteenth day of
November in each year. This bond as to principal, interest
and redemption price will be payable in any coin or
currency of the United States of America which at the
time of payment is legal tender for public and private
debts, at the office of the Director of Finance of the
County of Hawaii, in Hilo, Hawaii, by check or draft mailed
to the registered owner hereof at his address as it appears
on the books of registry kept pursuant to the ordinance
authorizing the bonds of the series of which this bond
is one."
(2) The third paragraph of the form of fully registered
Refunding Bond shall be changed from the ghird paragraph of the
form of the bearer Refunding Bond set forth in Section 3 hereof
so as to read:
"In the event this bond shall be subject to prior
redemption as aforesaid and is called for such redemption,
notice of redemption shall be mailed, at least once
not less than thirty days prior to the date fixed
for the redemption thereof, to the registered holder
of this bond at his address as shown on the books of
registry. If this bond be of a denomination in excess
of $5,000, portions of the principal sum hereof in
installments of $5,000 or any multiple thereof may be
redeemed, and if less than all of the principal sum
hereof is to be redeemed, in such case upon the surrender
of this bond there shall be issued to the registered
owner hereof, without charge therefor, for the then
unredeemed balance of the principal sum hereof, fully
registered bonds of like series, maturity and interest
rate in the denomination equal to the unredeemed portion.
-12-
If this bond (or any portion of the principal sum
hereof) shall have been duly called for redemption and
notice of such redemption duly given, and if on or
before the date fixed for such redemption payment of the
principal amount hereof to be redeemed and the applicable
redemption premium and the interest accrued on such
principal amount to the redemption date shall be duly
made or provided for, interest on the principal amount
to be redeemed shall cease to accrue from and after the
redemption date."
(3) There shall be inserted in the form of the fully
registered Refunding Bond a new paragraph immediately after the
third paragraph of the form of the bearer Bond with coupons
attached set forth in Section 3 hereof which new paragraph
shall read:
"The bonds of the series of bonds of which this
bond is one are issuable as coupon bonds, in the
denomination of $5,000. Subject to the limitations
provided in the ordinance authorizing the series
of which this bond is one this bond may be exchanged
at the principal office of Manufacturers Hanover
Trust Company, New York, New York, for a like
aggregate principal amount o£ coupon bonds without
the privilege of registration, of the same series,
interest rate and: maturity bearing all unmatured
coupons."
(4) The fully registered Refunding Bond shall have an
endorsement thereon in substantially the following form:
"NOTICE: No writing below except by the Registrar.
"This registered bond is issued in lieu of coupon
bond(s) of this series, interest rate and maturity,
numbered in the denomination of $5,000 each,
aggregating the face value hereof and not contemporaneously
outstanding; gnd coupon bond(s) of the same series,
interest rate and maturity aggregating the face value
hereof and bearing the above serial number (s) has
(have) been reserved and will be issued in exchange for
and upon surrender of this registered bond all as
provided in the within bond."
(5) The fully registered Refunding Bond shall have pro-
vision for the assignment of such Refunding Bond which assignment
shall be in substantially the following form:
"For value received
hereby sells, assigns and transfers unto
the within-mentioned bond and hereby
irrevocably constitutes and appoints
attorney in fact, to transfer
the same on the books of registry with full power of
substitution in the premises.
Dated:
-13-
"NOTE: The signature to this assignment must
correspond with the name as written on the face of
the within bond in every particular, without alteration
or enlargement or any change whatsoever."
SECTION 5. The Director of Finance will keep or cause to
be kept at his office sufficient books for the registration of
the Refunding Bonds initially issued.
SECTION 6. The fully registered Refunding Bonds, if any,
initially issued may be exchanged at the principal office of
Manufacturers Hanover Trast Company, in New York, New York,
for a like aggregate principal amount of coupon bonds without
privilege of registration, of the same series, interest rates
and maturity. Such exchange shall be without cost to the
holder of said fully registered Refunding Bond.
SECTION 7. The full faith and credit of the County of
Hawaii shall be and hereby is pledged to the payment of the
principal of and interest on the Refunding Bonds. For the pay-
ment of the principal of and interest on the Refunding Bond
there shall be levied ad valorem taxes without limitation as to
rate or amount on all the real property subject to taxation by
the County of Hawaii.
In order to provide for the payment, in whole or in part,
of the Refunding Bonds, there is hereby created a special trust
fund of the County of Hawaii to be known as the "1978 Sinking
Fund" (the "1978 Sinking Fund") to be held by the Director of
Finance of the County of Hawaii separate and apart from all
other funds of said County. The moneys transferred to the
1978 Sinking Fund shall forthwith be applied to the purchase
of direct obligatinns of the United States of America (the
"Government Obligations") in the principal amounts hereinafter
set forth.
On the day o£ delivery of and payment for the Refunding
Bonds, the Director of Finance of the County of Hawaii shall
transfer $ of the moneys then held by him for the
-14-
purpose of paying principal of and interest on the Outstanding
Bonds into the 1978 Sinking Fund and shall retain the balance of
such moneys for the payment of the interest on the Refunding
Bonds due on December 1, 1978. The moneys so transferred to
the 1978 Sinking Fund shall be invested in Government Obligations
maturing not later than August 15, 1978. On or before each date
set Forth in the table below, the County of Hawaii shall cause
to be deposited in the 1978 Sinking Fund such amount of money
as shall, together with the investment income if any, then on
deposit in the 1978 Sinking Fund, be sufficient to purchase on
such date Government Obligations in the principal amount set
forth opposite such date in the table below:
Date of Deposit
and Purchase
August 15, 1978
August 15, 1979
August 15, 1980
November 15, 1980
November 15, 1981
August 15, 1982
August 15, 1983
August 15, 1984
November 15, 1985
November 15, 1986
November 15, 1987
Type and Principal Amount of
Government Obligations to be
Purchased
The principal of any Government Obligations maturing on any date
which is in excess of the amounts required to pay the principal
of and interest on the Refunding Bonds .maturing on such date
shall be held in the 1978 Sinking Fund and reinvested to the
extent practicable in other Government Obligations maturing on
or before the next principal maturity of the Refunding Bonds.
After all the Refunding Bonds have been retired or irrevocable
provision has been made for the payment of the principal of and
interest and redemption premium, if any, on all Refunding Bonds,
no further deposits shall thereafter be made or required and any
moneys and securities then on deposit in the 1978 Sinking Fund
shall be transferred to the general Fund of the County of Hawaii
-15-
and applied as are other moneys in such fund.
No holder of any Refunding Bond shall be entitled or may
require the application of the moneys and securities on deposit
in the 1978 Sinking Fund to the retirement or redemption of his
Refunding Bond except at the times and in the amounts provided
in this ordinance.
SECTION S. From the proceeds o£ the Refunding Bonds there
shall be deposited as follows:
(1) an amount, if any, equal to the interest accrued on
the Refunding Bonds from the date thereof to the date of
delivery thereof and payment therefor shall be deposited
with the Director of Finance to be applied to the payment
of the interest on the Refudding Bond due on November 1, 1978;
(2) $
shall be deposited under the
Refunding Trust Agreement, hereinafter referred to, which
deposit shall be, and is hereby made, irrevocable;
(3) the balance of such proceeds shall be deposited with
the Director of Finance, to be used to pay expenses incurred
in connection with the issuance of the Refunding Bonds and
the refunding of the Outstanding Bonds.
As provided in the Refunding Trust Agreement, hereinafter
referred to, $
of the proceeds of the Refunding
Bonds deposited under the Refunding Trust Agreement pursuant to
paragraph (2) above, shall be invested in Federal obligations
(as defined in the Refunding Trust Agreement), maturing as to
principal and interest in such amounts and at such times as shall,
together with the balance of such proceeds so deposited, be
sufficient to provide for the payment of the principal of and
interest on the Outstanding Bonds as the same shall become due
and payable.
The proceeds of the Refunding Bonds shall not be used in a
manner that would cause the Refunding Bonds to be "arbitrage bonds"
-i6-
under Section 103(c)(2) of the U. S. Internal Revenue Code of
1954. To that end, the County of Hawaii shall comply throughout
the term of the Refunding Bonds with the requirements of said
Section 103(c) of the United States Internal Revenue Code of 1954,
as amended, and the applicable regulations of the Internal Revenue
Service adopted thereunder. The provisions of this paragraph
shall be a covenant with the purchasers from time to time of
the Refunding Bonds.
SECTION 9. The Director of Finance is hereby authorized
and directed to negotiate the sale of the Refunding Bonds, as
permitted by Section 47-52, Hawaii Revised Statutes, as amended
by Act 41, Session Laws of Hawaii 1978, with such persons, firms
or corporations as he deems appropriate. Any contract for the
purchase of the Refunding Bonds shall be approved by resolution
of this Council. The rate or rates of interest contained in
such contract for the purchase of the Refunding Bonds shall be
the rate or rates said Bonds shall bear and shall be inserted
in Section 2 of this ordinance prior to the final reading hereof.
SECTION 10. The Mayor and County Clerk are hereby authorized,
for and on behalf of the County of Hawaii, to execute such agree-
ments and give such directions as shall be necessary to carry out
the provisions of this ordinance, including (i) the execution and
delivery of a Refunding Trust Agreement, to be dated as o£ the
fifteenth day of May, 1978, substantially in the form thereof
presented at this meeting and filed with the minutes of this
meeting, with such modifications thereto as the Mayor upon the
advice of counsel to the County approves and (ii) the execution
and delivery of a Securities Purchase Agreement, to be dated as
of the fifteenth day of May, 1978, substantially in the form thereof
presented at this meeting and filed with the minutes of this
meeting with such modifications thereto as the Mayor upon the
advice of counsel to the County approves. The execution of said
Refunding Trust Agreement and Securities Purchase Agreement by
-17-
the Mayor shall be conclusive evidence of the approval of any
modification thereto from the form thereof presented to this
meeting.
The bank or banks with which the aforesaid Refunding Trust
Agreement and Securities Purchase Agreement shall be entered ind~o
shall be appointed pursuant to resolution of this Council.
SECTION 11. The Director of Finance and all officials
of the County of Hawaii are hereby authorized to take such action
and execute each orders, receipts and other documents as may be
necessary in order to effectuate the sale and delivery of the
Refunding Bonds or any portion thereof, the preparation and
execution of the Refunding Bonds and the refunding of the Out-
standing Bonds in accordance with this ordinance, and applicable
law.
SECTION 12. This ordinance shall take effect upon its
approval.
INTRODUCED BY:
i ~~
Counci o~ ty of Hawaii
Date of Introduction: May 6, 1978
Date of Adoption:
Effective Date:
-19-
FORM OF PROPOSED
REFUNDING TRUST AGREEMENT
THIS REFUNDING TRUST AGREEMENT (the "Agreement") made
and entered into as of the fifteenth day of May, 1978,
between the COUNTY OF HAWAII, STATE OF HAWAII (the "County"),
and
(the "Refunding Trustee").
W I T N E S S E T H:
(1) Pursuant to Resolution No. 480 adopted by the Board
of Supervisors of the County of Hawaii on September 20,
1949, there have heretofore been issued $300,000 principal
amount of Water System Bonds, 1949 Issue dated November 15,
1949 (the "1949 Bonds"), of which there were outstanding on
May 1, 1978, $12,000, and all of which outstanding Bonds,
pursuant to their terms, mature on November 15, 1978; (2)
pursuant to Resolution No. 440 adopted by the Board of
Supervisors of the County of Hawaii on June 4, 1958, there
have heretofore been issued $900,000 principal amount of
Public Improvement Bonds of the County of Hawaii dated as
of August 1, 1958 (the "1958 Bonds"), of which there were
outstanding on May 1, 1978, $50,000, and all of which out-
standing bonds pursuant to their terms, mature on August 1,
1978; (3) pursuant to Resolution No. 538 adopted by the
Board of Supervisors of the County of FIawaii on September 7,
1960, there have heretofore been issued $2,500,000 principal
amount of Public Improvement Bonds, 1960, of the County of
Hawaii dated as of November 1, 1960 (the "1960 Bonds"), of
which there were outstanding on May 1, 1978, $625,000, and
which outstanding bonds, pursuant to their terms, mature
serially $125,000 bonds on November 1 in each of the years
1978 to 1982, inclusive; (4) pursuant to Resolution No. 139
adopted by the Board of Supervisors of the County of
Hawaii on May 24, 1963, there have heretofore been issued
$1,450,000 principal amount of Public Improvement Bonds,
Series A, of the County of Hawaii dated as of July 1, 1963
(the "1963A Bonds"), of which there were outstanding on May
1, 1978, $490,000, and which outstanding bonds, pursuant to
their terms, mature serially $80,000 bonds on July 1 in
each of the years 1978 to 1981, inclusive, and $85,000 bonds
on July 1 in each of the years 1982 and 1983; (5) pursuant
to Resolution No. 209 adopted by the Board of Supervisors of
the County of Hawaii on August 7, 1963, there have heretofore
been issued $1,350,000 principal amount of Public Improvement
Bonds, Series B, of the County of Hawaii dated as of September
1, 1963 (the "1963B Bonds"), of which there were outstanding
on May 1, 1978, $450,000, and which outstanding bonds,
pursuant to their terms, mature serially $75,000 bonds on
September 1 in each of the years 1978 to 1983, inclusive;
(6) pursuant to Ordinance No. 342 enacted by the Council of
the County of Hawaii on October 1, 1970, there have heretofore
been issued $10,000,000 principal amount of Public Improvement
Bonds, Series 1970, of the County of Hawaii dated as of
November 1, 1970 (the "1970 Bonds"), of which there were
outstanding on May 1, 1978, $7,220,000, and which outstand-
ing bonds, pursuant to their terms, mature serially $555,000
bonds on November 1 in each of the years 1978 to 1990,
inclusive; (7) pursuant to Ordinance No. 465 enacted by the
Council of the County of Hawaii on April 19, 1972, there
have heretofore been issued $10,000,000 principal amount of
Public Improvement Bonds, Series 1972, of the County of
-2-
Hawaii dated as of June 1, 1972 (the "1972 Bonds"), of which
there were outstanding on May 1, 1978, $8,325,000, and which
outstanding bonds, pursuant to their terms, mature serially
$555,000 bonds on June 1 in each of the years 1978 to 1992,
inclusive; (8) pursuant to Ordinance No. 6 enacted by the
Council of the County of Hawaii on November 20, 1973, there
have heretofore been issued $5,000,000 principal amount of
Public Improvement Bonds, 1974 Series A, of the County of
Hawaii dated as of February 1, 1974 (the "1974A Bonds"), of
which there were outstanding on May 1, 1978, $4,440,000,
and which outstanding bonds, pursuant to their terms, mature
serially $280,000 on February 1 in each of the years 1979 to
1986, inclusive, and $275,000 bonds on February 1 in each of
the years 1987 to 1994, inclusive; (9) pursuant to Ordinance
No. 51 enacted by the Council of the County of Hawaii on
August 21, 1974, and Resolution No. 292 adopted by the
Council of the County of Hawaii on October 23, 1974, there
have heretofore been issued $5,000,000 principal amount of
Public Improvement Bonds, 1974 Series B, of the County of
Hawaii dated as of November 1, 1974 (the "1974B Bonds"), of
which there were outstanding on May 1, 1978, $4,720,000,
and which outstanding bonds, pursuant to their terms, mature
serially $280,000 bonds on November 1 in each of the years
1978 to 1986, inclusive, and $275,000 bonds on November 1 in
each of the years 1987 to 1994, inclusive; (10) pursuant to
Ordinance No. 139 enacted by the Council of the County of
Hawaii on August 20, 1975, and Resolution No. 569 adopted by
the Council of the County of Hawaii on May 7 1976, there
have heretofore been issued $7,000,000 principal amount of
Public Improvement Bonds, 1976 Series A, of the County of
Hawaii dated as of May 1, 1976 (the "1976A Bonds"), all of
-3-
which $7,000,000 were outstanding on May 1, 1978, and which
outstanding bonds, pursuant to their terms, mature serially
$385,000 bonds on May 1 in each of the years 1979 to 1982,
inclusive, and $390,000 bonds on May in each of the years
1983 to 1996 inclusive; and (11) pursuant to Ordinance No.
271 enacted by the Council of the County of Hawaii on May
4, 1977, there have heretofore been issued $5,000,000 principal
amount of Public Improvement Bonds, 1977 Series B, of the
County of Hawaii dated as of August 1, 1977 (the "1977B Bonds"),
all of which $5,000,000 were outstanding on May 1, 1978,
and which outstanding bonds, pursuant to their terms, mature
serially $280,000 bonds on August 1, in each of the years
1980 to 1989, inclusive, and $275,000 bonds on August 1 in
each of the years 1990 to 1997, inclusive.
The Refunding Trustee is appointed pursuant to Resolution
No. i_ of the Council of the County adopted May ,
1978.
The County has issued
thousand dollars ($
million
principal amount of its
Public Improvement Refunding Bonds, 1978 Series (the '°Refunding
Bonds") to provide moneys for deposit with the Refunding
Trustee and to take such other actions, as shall be necessary
and sufficient to cause the 1949 Bonds, the 1958 Bonds, the
1960 Bonds, the 1963A Bonds, the 1963B Bonds, the 1970
Bonds, the 1972 Bonds, the 1974A Bonds, the 1974B Bonds, the
1976A Bonds and the 1977B Bonds, (collectively the "Outstanding
Bonds") to be refunded in advance of maturity and wishes to
enter into this Agreement to carry out such purpose.
NOW, THEREFORE, in consideration of the foregoing and
of the mutual covenants herein set forth, the County and the
Refunding Trustee agree as follows:
-4-
SECTION 1. In order to secure the payment of the
principal and interest on the Outstanding Bonds, the County
hereby pledges and sets over to the Refunding Trustee, in
trust for the benefit and security of the holders of the
Outstanding Bonds and the coupons, if any, appurtenant
thereto, subject to the terms and conditions hereinafter set
forth, the sum of $
derived from the proceeds
of sale of the Refunding Bonds, which shall be deposited by
the Refunding Trustee in the Refunding Trust Fund hereinafter
referred to. The Trustee acknowledges receipt of the fore-
going amount.
The County and the Refunding Trustee agree that the
amounts deposited in the Refunding Trust Fund pursuant to
this section together with the investment income derived
therefrom will be sufficient to pay the principal of and in-
terest on the Outstanding Bonds as the same shall become
due and payable.
There is hereby created with the Refunding Trustee a
special and irrevocable trust fund designated the "County of
Hawaii, State of Hawaii 1978 Refunding Trust Fund" (the
'°Refunding Trust Fund").
SECTION 2. Immediately upon the execution of this
Agreement, the Refunding Trustee shall invest S
of the amount deposited with it pursuant to Section 1 hereof
in the United States Treasury Certificates of Indebtedness,
Bonds and NotesState and Local Government Series (the
"Federal Obligations") listed in Schedule A attached hereto,
said Federal Obligations being of the type described in the
-5-
ordinance authorizing the Refunding Bonds.
The Refunding Trustee shall make no investments of
moneys deposited with the Refunding Trustee hereunder and
shall not invest any income or proceeds therefrom, other
than as set forth herein.
SECTION 3. The Refunding Trustee shall collect on the
due dates thereof the principal of and interest on the
Federal Obligations on desposit with it and shall apply the
principal and interest so received to the payment of the
principal of and interest on the Outstanding Bonds as the
same shall become due and payable. The Director of Finance
of the County shall, by written instructions, direct the
Refunding Trustee as to the place or places and time or
times of said payments.
SECTION 4. The Refunding Trustee agrees to pay the
paying agents for the Outstanding Bonds all fees due them
and to reimburse such paying agents upon their request for
all expenses, disbursements and advances incurred by them in
connection with the performance of their duties under the
respective ordinance or resolution authorizing such bonds.
In consideration of the services to be rendered by the
Refunding Trustee under this Agreement the County agrees to
pay the Refunding Trustee its proper fees and to reimburse
the Refunding Trustee upon its request for all reasonable
expenses, disbursements and advances incurred by the Refunding
Trustee in connection with the administration of this Agree-
ment and performance of its duties hereunder (including the
compensation, expenses and disbursements of its agents and
legal counsel and the expenditures incurred by it pursuant
-6-
to this section) from any moneys of the County lawfully
available therefor, but the Refunding Trustee shall have no
lien whatsoever upon any of the moneys or Federal Obligations
held by it hereunder for the payment of such fees and expenses.
This Agreement shall cease on August 2, 1997. If the
Refunding Trustee shall then be holding in any of the funds
hereunder any moneys or securities, it shall dispose of them
in accordance with the direction of the Director of Finance
of the County.
IN WITNESS WHEREOF, the parties hereto have executed
this instrument, each in the manner most appropriate to it,
on the date first above written.
COUNTY OF HAWAII, STATE OF HAWAII
By
Mayor
[SEAL]
ATTEST:
County Clerk
By
Vice President
[SEAL]
ATTEST:
-7-
SCHEDULE A
List of Designated Securities
United States Treasury Certificates of Indebtedness -
State and Local Government Series:
Principal Amount
Interest Rate Maturity Date
United States Treasury Notes - State and Local Govern-
ment Series:
Principal Amount Interest Rate Maturity Date
FORM OF PROPOSED
SECURITIES PURCHASE AGREEMENT
THIS SECURITIES PURCHASE AGREEMENT dated as of this
fifteenth day of May, 1978 between the COUNTY OF HAWAII, STATE
OF HAWAII (the "County") and
a national banking association organized
under the laws of the United States of America (the "Bank").
WHEREAS, the County will issue $ Public
Improvement Refunding Bonds, 1978 Series (the "Refunding
Bonds") for the purpose of refunding in advance of maturity
certain of its presently outstanding general obligation
bonded indebtedness;
WHEREAS, pursuant to an ordinance enacted by the
Council of the County on 1978 (the "Ordinance"),
a separate special fund (the "1978 Sinking Fund") has been
established for the payment in part of the Refunding Bonds;
WHEREAS, pursuant to the Ordinance the County will
deposit into the 1978 Sinking Fund on the date of delivery of
and payment for the Refunding Bonds and on or before certain
specified dates, funds sufficient to purchase direct obliga-
tions of the United States of America (the "Government
Obligations") in the principal amounts, on the dates (the
"Delivery Dates") and at the prices (the "Purchase Prices")
set forth in Annex A to this Agreement, plus in each case,
accrued interest to the respective Delivery Date;
WHEREAS, the County wishes to assure investment of
the amounts to be deposited in 1978 Sinking Fund at favorable
rates; and
WHEREAS, the Bank wishes to sell the necessary
Government Obligations to the County.
NOW, THEREFORE, in consideration of the premises,
the parties hereto agree as follows:
1. The Bank hereby agrees to sell to the County
and the County hereby agrees to purchase from the Bank Govern-
ment Obligations in the amounts, on the Delivery Dates and
at the Purchase Prices set forth in Annex A to this Agreement,
plus, in each case, accrued interest to the respective
Delivery Date but solely from moneys on deposit in the 1978
Sinking Fund.
2. The Bank shall have no obligation hereunder
other than to deliver Government Obligations to the County
against payment therefor, in immediately available funds
in the amounts, on the Delivery Dates and at the Purchase
Prices set forth in Annex A attached hereto, plus, in each
case, accrued interest to the respective Delivery Date. All
Government Obligations, when delivered by the Bank to the
County, to the extent registrable, shall be registered for
payment in the name of the County and, to the extent not so
registrable, shall be in negotiable form. All expenses of
registration and all other expenses of delivery to the County
shall be borne by the Bank.
3. If the Bank fails to tender for delivery on
any Delivery Date the amount of Government Obligations which
-2-
it has contracted to tender on such Delivery Date and such
failure shall continue for five days, then, and in such event,
the County shall have the right to promptly purchase for any
seller the same amount and type of Government Obligations
("Substitute Obligations"), and the Bank shall pay to the County
for deposit in the 1978 Sinking Fund, on demand, damages in
an amount equal to: (i) the difference between the price which
the County shall have paid to purchase the Substitute Obliga-
tions (excluding therefrom accrued interest) and the Purchase
Price set forth in Annex A attached to this Agreement for
the Government Obligations which the Bank failed to tender;
and (ii) incidental costs and expenses (including legal fees)
incurred by the County in connection with the purchase of
the Substitute Obligations and the making of such demand on
the Bank.
4. If the County fails to tender payment of the
full amount due for any of the Government Obligations tendered
on any Delivery Date, and such failure shall continue for five
days, then, and in such event, the Bank shall have the right
to promptly resell such tendered Government Obligations to any
other purchaser, and the County shall pay to the Bank, on
demand, damages in amount equal to: (i) the difference
between the Purchase Price out forth in Annex A attached to
this Agreement for the Government Obligations for which the
County has failed to tender payment and the price which the
Bank receives upon such resale (excluding therefrom accrued
interest); and (ii) incidental costs and expenses (including
legal fees) incurred by the Bank in connection with such
resale and the making of such demand on the County.
5. This Agreement shall be binding upon the County
and upon its respective successors, transferees and assigns,
-3-
and shall inure to the benefit of, and be enforceable by,
the Bank and its successors, transferees and assigns. This
Agreement may not be assigned by the County without the prior
written consent of the Bank. The Bank may assign or transfer
this Agreement in whole or in part; provided, however, that
in the event of such assignment or transfer the Bank shall
not be discharged from any duty or liability with respect to
this Agreement.
6. The County represents to the Bank that this
Agreement has been duly authorized, executed and delivered by,
and constitutes a valid and binding agreement in accord-
ance with its terms of, the County.
7. The Bank represents and warrants to the County
that this Agreement has been duly authorized, executed and
delivered by, and constitutes a valid and binding agreement
in accordance with its terms of, the Bank; and neither the
execution and delivery of this Agreement nor the performance
of the obligations of the Bank under this Agreement shall
violate any Federal or state law or any other decree, license,
permit, or the like which is applicable to the Bank and
shall not cause any default by the Bank under any other
agreement to which the Bank is subject.
8. The Bank consents to be named in the Official
Statement for the Refunding Bonds as a party to this Agree-
ment. The County hereby acknowledges that the Bank has
assumed no responsibility, and shall not be held responsible,
for the validity of the Refunding Bonds or for the adequacy,
accuracy or completeness of any statement made in said
Official Statement.
9. All notices pursuant to this Agreement shall
-4-
be sufficient if sent by United States registered or certi-
fied mail, delivered postage prepaid, to the attention of
the persons listed below and to the party intended as the
recipient thereof at the address of such party set forth
below, or at such other address or to the attention of such
other person as such party shall have designated for such
purpose in a written notice complying as to delivery with
the terms of this paragraph.
The Bank:
Attention:
The County:
County of Hawaii
25 Aupuni Street
Hilo, Hawaii 96720
Attention: Director of Finance
10. Nothing expressed or implied herein is intended
or shall be construed to confer upon any person, firm or
corporation other than the parties hereto any right, remedy
or claim by reason of this Agreement or any term hereof,
and all terms contained herein shall be for the sole and
exclusive benefit of the parties hereto, their successors
and, to the extent provided herein, their assigns.
11. This Agreement shall be governed by and
construed in accordance with the laws of the State of Hawaii.
12. This Agreement may be executed simultaneously
in one or more counterparts, each of which shall be deemed
an original, and all of which shall constitute one and
the same document.
-5-
13. If one or more provisions of this Agreement
or the application of any such provisions to any set of
circumstances shall be determined to be invalid or ineffec-
tive for any reason, such determination shall not affect
the validity and enforceability of the remaining provisions
or the application of the same provisions or any of the
remaining provisions to other circumstances.
IN WITNESS WHEREOF, the parties hereto have caused
This Agreement to be duly executed and sealed by their
respective officers thereunto duly authorized, as of the
day and year first above written.
COUNTY OF HAWAII, STATE OF HAWAII
By
Mayor
[Seal]
Attest:
Secretary
By
Vice President
[Seal]
Attest:
Assistant Secretary
-6-
ANNEX A
Principal
Date Amount Type Price
Bill No. 390 - 1978
AN ORINANCE AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
REFUN ING BONDS OF TfiE COUNTY OF HAWAII FOR THE PURPOSE OF
REFUN ING CERTAIPd OUTSTANDING BONDED INDEBTEDNESS OF SAID
COUNT FIXING THE FORM, DENOMINATION AND CERTAIN OTHER
FEATU~2ES OF SUCH BONDS; PROVIDING FOR THE PAYMENT OF SAID
BONDSt PROVIDING FOR THE RETIREMENT OR REDEMPTION OF THE
OONDS,BEING REFUNDED; AND PROVIDING FOR Tf~ SALE OF SAID
BONDS.
'his Bill authorizes the issuance of General Obligation
Refun ing Bonds of the County of Hawaii for the purpose of
refun ing certain outstanding bonded indebtedness of said
County; fixing the form, denomination and certain other
features of such bonds; providing for the payment of said
bonds+ providing for the retirement or redemption of the
bondsibeing refunded; and providing for the sale of said
bonds:
Ijate Introduced: May 6, 19'78
copies of the foregoing Bill, in full, are on file in
the Office of the County Clerk for use and examination
by th& public.
hereby certify that the foregoing Bill passed first
readi~g at the meeting of the County Council on May 6, 1978,
by th~ following aye and no vote:
A1YES: Councilmen Dahlberg, Domingo, Fujii,
Garcia, Kawahara, Lai and Tajiri - 7.
A7OES: Councilman Sameshima - 1.
ABSENT AND EXCUSED: Chairman Yamashiro - 1.
~. ~. ~~
COUNTY CLE
COUNTY OF HAWAII
ORDINANCE NU. 354
(Bill No. 390 - 1978)
AN ORDINANCE AU7"HORIZING THE ISSUANCE OF GENERAL OBLIGATION
REFUNDING BONDS OF THE COUNTY OF HAWAII FOR THE PURPOSE OF
REFUNDING CERTA]:N OUTSTANDING BONDED INDEBTEDNESS OF SAID
COUNTY; FIXING 7'HE FORM, DENOMINATION AND CERTAIN OTHER
FEATURES OF SUCH BONDS; PROVIDING FOR THE PAYMENT OF SAID
BONDS; PROVIDING FOR THE RETIREMENT OR REDEMPTION OF THE
BONDS BEING REFiJNDED; AND PROVIDING FOR THE SALE OF SAID
BONDS.
Date Approved: May 15, 1978
Date Effective: May 15, 1978
Copies of t:he foregoing Ordinance, in full, are on file in
the Office of tYie County Clerk i`or use and examination by the
public.
I hereby certify that the foregoing Ordinance passed
second and final. reading at the meeting of the County Council
on May 15, 1978, by the following aye and no vote:
AYES: Councilmen Dahlberg, Domingo, Fujii, Garcia,
Kawa~hara, Lai, Tajiri and Chairman Yamashiro - 8.
NOES: Councilman Sameshima - 1.
ABSENT AND EXCUSED: None.
~~.
~UNTY DEPUTY CLERK
/// COUNTY OF HAWAII