Ordinance 3687Execution Version
CITY OF EDMONDS, WASHINGTON
ORDINANCE NO. 3687
AN ORDINANCE of the City of Edmonds, Washington, authorizing the
execution and delivery of a final form of contingent loan agreement to the
Edmonds Public Facilities District previously approved in draft form by the City
Council; and fixing a time when the same shall be effective.
Adopted June 3, 2008
This document prepared by:
Foster Pepper PLLC
1111 Third Avenue, Suite 3400
Seattle, Washington 98101
(206) 447 -4400
50916259.2
CITY OF EDMONDS, WASHINGTON
Ordinance No. 3687
AN ORDINANCE of the City of Edmonds, Washington, authorizing the
execution and delivery of a final form of contingent loan agreement to the
Edmonds Public Facilities District previously approved in draft form by the City
Council; and fixing a time when the same shall be effective.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF EDMONDS DOES
ORDAIN AS FOLLOWS:
Section 1. Recitals.Pursuant to RCW 67.28.130 and Ordinance 3676, adopted by the City
Council on January 15, 2008 (the "Authorizing Ordinance "), the City of Edmonds, Washington
(the "City ") previously authorized the form of a Contingent Loan Agreement (the "Contingent
Loan Agreement ") with the Edmonds Public Facilities District (the "District ") to provide credit
support for approximately $3.5 million of sales tax and general revenue bonds to be issued by the
District to carry out a refunding of its Not to Exceed $7,000,000 General and Revenue
Obligation Line of Credit Note, 2005, which was originally issued to provide.funds to complete
the construction of the Edmonds Center for the Arts and related costs.
1.2 After review of its plans and funding needs, the District has determined to issue
its Sales Tax Obligation and Refunding Bonds, 2008 (the "Bonds ") in the approximate par
amount of $4,000,000, for the purpose of. (a) prepaying and redeeming in a current refunding all
outstanding amounts drawn under the District's Not to Exceed $7,000,000 General and Revenue
Obligation Line of Credit Note, 2005 (the "Refunding "); (b) making certain improvements to the
Regional Center, including roof repair and replacement, renovation or reconstruction of interior
spaces, and other related improvements (collectively, the "Improvements "); and (c) paying
certain fees and the costs of issuance and sale of the Bonds.
1.3 The City Council has determined that it is in the best interest of the City to
approve the expansion of the purposes of the bond issue and the change to the par amount of the
bonds, and therefore wishes to approve the final form the Contingent Loan Agreement reflecting
these changes.
Section 2. Approval of Contingent Loan Agreement. The form of the Contingent Loan
Agreement attached as Exhibit A, and incorporated by this reference, is approved, and the Mayor
is authorized and directed to execute and deliver the Contingent Loan Agreement on the City's
behalf with only such changes as may be consistent with its purpose and necessary, in his judgment,
to fill in blanks and conform to the details of the bonds when issued. The form of Contingent Loan
Agreement attached hereto as Exhibit A supersedes and replaces all prior versions approved or
executed by the City. All other provisions of the Authorizing Ordinance remain in full force and
effect.
50916259.2
Section 3. Additional Authorization and Ratification. The Administrative Services
Director, Mayor and other appropriate officers of the City are authorized and directed to take any
actions and to execute such documents as in their judgment may be necessary or desirable to
carry out the terms of, and complete the transactions contemplated in connection with this
ordinance, the Authorizing Ordinance and the Contingent Loan Agreement, including but not
limited to executing any document required to release the City and the District from the Prior
Guarantee (as defined in the Contingent Loan Agreement). The Administrative Services Director
is further authorized to give the City's approval where required under the Contingent Loan
Agreement or the resolution of the District authorizing issuance of the bonds (the "Bond
Resolution ") if, in his sole judgment, such consent is in the best interest of the City and all
conditions in the Contingent Loan Agreement and Bond Resolution related to such consent are
met. All actions previously taken in furtherance of and not inconsistent with the provisions of
this ordinance are hereby ratified and confirmed in all respects.
Section 4. Effective Date. This ordinance shall take effect and be in full force from and
after its passage and five days following its publication as required by law. This ordinance is the
exercise of a power delegated to the City Council and is not subject to referendum.
PASSED by the City Council at a regular open public m4eeting thereof this 3rd day of June,
2008.
ATTEST:
6i " 4f 42
City Clerk i 'a ,f
APPROV D A • FO :1
Filed with the City Clerk: 05/30/2008
Passed by the City Council: 06/03/2008
Published: 06/08/2008
Effective Date: 06/13/2008
2
50916259.2
EXHIBIT A
Form of Continent Loan Agreement
[This space intentionally left blank.]
50916259.2
SUMMARY OF ORDINANCE NO. 3687
of the City of Edmonds, Washington
On the 3rd day of June, 2008, the City Council of the City of Edmonds, passed
Ordinance No. 3687. A summary of the content of said ordinance, consisting of the title,
provides as follows:
AN ORDINANCE of the City of Edmonds, Washington, authorizing the
execution and delivery of a final form of contingent loan agreement to the
Edmonds Public Facilities District previously approved in draft form by the City
Council; and fixing a time when the same shall be effective.
The full text of this Ordinance will be mailed upon request.
DATED this 4th day of June, 2008.
CITY CLERK, SANDRA S. CHASE
CERTIFICATION
I, the undersigned, City Clerk of the City of Edmonds, Washington (the "City "), hereby
certify as follows:
1. The foregoing Ordinance No. 3687 (the "Ordinance ") is a full, true and correct
copy of the Ordinance duly passed at a regular meeting of the City Council of the City held at the
regular meeting place thereof on June 3, 2008, as that Ordinance appears on the minute book of
the City; and the Ordinance will be in full force and effect five days after the publication of its
summary in the City's official newspaper; and
2. A quorum was present throughout the meeting and a sufficient number of
members of the City Council voted in the proper manner for the passage of the Ordinance.
IN WITNESS WHEREOF, I have hereunto set my hand this 4th day of June, 2008.
CITY OF EDMONDS, WASHINGTON
City Clerk
(SEAL)
50916259.2
EXHIBIT A — Form of Agreement For City Council Approval
CONTINGENT LOAN AGREEMENT
by and between
THE CITY OF EDMONDS
and
THE EDMONDS PUBLIC FACILITIES DISTRICT
relating to the
EDMONDS PUBLIC FACILITIES DISTRICT
[NOT TO EXCEED $4,000,0001
SALES TAX OBLIGATION
AND REFUNDING BONDS, 2008
Dated as of June 3, 2008
This document prepared by:
Foster Pepper PLLC
1111 Third Avenue, Suite 3400
Seattle, Washington 98101
(206) 447 -4400
50858661.9
EXHIBIT A — Form of Agreement For City Council Approval
TABLE OF CONTENTS
ARTICLE1. Recitals .................................................................................................................... ..............................1
ARTICLE2. Definitions .............................................................................................................. ...............................
3
ARTICLE 3. Loans to the District; Repayment Terms ............................................................. ..............................3
Section 3.1
Loans to the District .......................................................................................... ...............................
3
Section 3_2
Procedures Under Guarantee; Time and Amount of Loans ............................... ...............................
3
Section 3_3
Covenants Regarding Debt Limit and Additional Debt ..................................... ...............................
4
Section3_4
Repayment Terms .............................................................................................. ...............................
5
Section 3_5
Nature of District's Obligation .......................................................................... ...............................
6
Section 3_6
Nature of City's Obligation ............................................................................... ...............................
6
Section 3.7
City Acknowledgments ..................................................................................... ...............................
6
ARTICLE4. Rights of City Upon Making Loans ..................................................................... ...............................
7
Section4.1
Rights of the City .............................................................................................. ...............................
7
ARTICLE 5. Additional Obligations and Covenants ............................................................... ...............................
7
Section 5_1
Agreement to Issue Bonds ................................................................................. ...............................
7
Section 5_2
Third Party Beneficiary ..................................................................................... ...............................
7
Section 5_3
Representations and Warranties of the District ................................................. ...............................
7
Section 55 =4
Additional Covenants and of the District .......................................................... ...............................
8
ARTICLE6. Remedies Upon Default ........................................................................................ ...............................
9
Section 6_1
Remedies of City on Default ............................................................................. ...............................
9
Section 6_2
Remedies of District on Default ........................................................................ ...............................
9
Section 6_3
No Remedy Exclusive ................. ...............................
Section6.4
No Implied Waiver ............................................................................................ ...............................
9
Section 6_5
Agreement to Pay Attorneys' Fees and Expenses ............................................. ...............................
9
Section 6.6
Dispute Resolution .............. .............................:.
ARTICLE7. Hold Harmless ....................................................................................................... .............................10
ARTICLE8. Miscellaneous ........................................................................................................ .............................10
Section 8_1
Continuing Disclosure Undertaking of the City .............................................. ...............................
10
Section8_2
Governing Law; Venue ................................................................................... ...............................
11
Section8.3
Notices ............................................................................................................. ...............................
11
Section8.4
Binding Effect ................................................................................................. ...............................
12
Section8.5
Severability ...................................................................................................... ...............................
12
Section8.6
Amendments .................................................................................................... ...............................
12
Section8.7
Additional Debt ............................................................................................... ...............................
12
Section8.8
Waiver of Breach ............................................................................................. ...............................
13
Section 8.9
No Rights Created in Third Parties .................................................................. ...............................
13
Section8.10
Time of Essence .............................................................................................. ...............................
13
Section 8.11
Effective Date of and Termination of Agreement ........................................... ...............................
13
50858661.9
EXHIBIT A — Form of Agreement For City Council Approval
CONTINGENT LOAN AGREEMENT
RELATING TO THE
EDMONDS PUBLIC FACILITIES DISTRICT'S
[NOT TO EXCEED $4,000,0001
SALES TAX OBLIGATION
AND REFUNDING BONDS, 2008
This CONTINGENT LOAN AGREEMENT (this "Agreement ") is dated as of June _,
2008, by and between THE CITY OF EDMONDS (the "City "), a code city organized under the
laws of the State of Washington, the EDMONDS PUBLIC FACILITIES DISTRICT (the
"District "), a municipal corporation established by the City of Edmonds and duly organized and
existing under and by virtue of the laws of the state of Washington (together, the "Parties ").
The City and the District enter into this Agreement solely for the purpose of providing
credit support for the District's Sales Tax Obligation and Refunding Bonds, 2008 (the
"Bonds "), issued in the principal amount of [NOT TO EXCEED $4,000,000] pursuant to
Resolution No. of the District adopted on June _, 2008 (the "Bond Resolution ").
The Parties agree as follows:
ARTICLE 1.
Recitals
The following facts and circumstances form the background of this Agreement:
1. The District is a duly organized and legally existing municipal corporation of the
State of Washington. The District and the City are authorized by applicable provisions of state
law, including chapters 35.57 and 35.59 RCW, and RCW 82.14.390, to acquire, construct, own,
remodel, maintain, equip, repair and operate a regional center (including multipurpose
community centers and special events centers) and related parking facilities.
2. The City and the District have the authority to enter into interlocal agreements
under chapters 35.57, 35.59 and 67.28 RCW for joint and cooperative action, including
provisions to finance joint or cooperative undertakings, multipurpose community centers,
regional centers and tourism- related facilities, and to provide for services to be provided by one
government to another.
3. The District's Board of Directors (the "Board ") has previously found and
determined that the residents of the District and the region will benefit from the District's
acquisition, construction, operation and maintenance of a performing arts center, known as the
Edmonds Center for the Arts (the "Regional Center "), which will provide for meetings,
conferences, community events, trade shows, and artistic, musical, theatrical or other cultural
exhibitions, presentations or performances.
50858661.9 -1-
EXHIBIT A — Form of Agreement For City Council Approval
4. As authorized by RCW 35.57.040(1)(d) and RCW 82.14.390, the District has
since 2001 imposed and collected a 0.033% sales and use tax to assist in financing the design,
development, acquisition, construction, operation and management of the Regional Center,
which taxing authority will expire when the bonds issued for the construction of the Regional
Center and related parking facilities are retired, but not later than 2026, which is twenty -five
years after the tax was first collected.
5: The District has entered into the County PFD Agreement (the "County PFD
Agreement") with the City, the Snohomish County Public Facilities District (the "County
PFD ") and Snohomish County (the "County "), dated November 4, 2002, regarding the joint
development and operation of the Regional Center and pursuant to which the City, the County
PFD and the County agreed to make payments to the District to support such joint development
and operation, and pursuant to which the District has agreed to make certain payments to the
City in support of the City's Limited Tax General Obligation Bonds, 2002 (the "City Bonds ")
issued to pay a portion of the costs of acquisition and development of the Regional Center.
6. In Section C. L(b) of the County PFD Agreement, the parties "reserve[d] the
right to make or to agree to make, additional payments or transfers among themselves with
respect to the Edmonds Center For the Arts, so long as such agreements and/or payments are
consistent with the terms of this Agreement."
7. Pursuant to RCW 35.57.030, the Board desires to issue [NOT TO EXCEED
$4,000,000] of its Sales Tax Obligation and Refunding Bonds, 2008 (the "Bonds "), payable
from Sales Tax Revenue and General Revenue (as described herein) for the purpose of (i)
prepaying and redeeming all outstanding amounts drawn under the District's not to exceed
$7,000,000 General and Revenue Obligation Line of Credit Note, 2005 issued to provide funds
needed to complete construction of the Regional Center and other related costs and to provide
interim financing upon completion (the "Prior Note "); (ii) making certain improvements to the
Regional Center, including roof repair and replacement, renovation or reconstruction of interior
spaces, and other related improvements (collectively, the "Improvements "); and (iii) paying
certain fees and the costs of issuance and sale of the Bonds.
8. In connection with the Prior Note, the City, the District and Bank of America,
N.A. entered into a Guarantee Agreement, dated as of October 26, 2005 (the. "Prior
Guarantee "), which will be released upon the refunding of the Prior Note.
9. The District has requested that the City provide, for the benefit of the holders of
the Bonds, credit support to the District to permit the District to obtain the financing described
herein at the lowest interest rates available.
10. The City is willing to provide credit support for the District's Bonds and has
authorized the execution of a contingent loan agreement pursuant to its Ordinance No. 3676,
adopted on January 15, 2008, as amended by Ordinance No. 3687, adopted on June 3, 2008
(the "City Authorizing Ordinance ").
50858661.9 -2-
EXHIBIT A —Form of Agreement For City Council Approval
ARTICLE 2.
Definitions
Unless the context clearly requires otherwise, capitalized terms used in this Agreement
have the meanings given such terms in the Bond Resolution.
ARTICLE 3.
Loans to the District; Repayment Terms
Section 3_1 Loans to the District. The City shall lend money to the District at the
times and in the amounts set forth in Section 3.2. The District shall borrow the amounts
described above from the City pursuant to this Agreement for the purpose of paying debt
service on the Bonds. The City irrevocably agrees to disburse all loans made hereunder
directly to the District, and the District irrevocably agrees to immediately apply all such
amounts received by it for the purpose of meeting its obligations under the Bonds. The
aggregate principal amount of outstanding loans to be made by the City pursuant to this
Agreement shall not exceed the outstanding principal amount of the Bonds, plus all interest
accrued on the Bonds.
Section 3.2 Procedures Under Guarantee; Time and Amount of Loans.
(1) Notice of Insufficiency. On the 1St day of the month preceding each Debt Service
Payment Date (or if the lst is not a Business Day, then on the next Business Day), the District
shall review the amount on deposit in the Debt Service Fund to determine whether there will be
sufficient money available in the Debt Service Fund to make the required payment due on the
upcoming Debt Service Payment Date. If, upon such review, it appears that the money
available in the Debt Service Fund will be insufficient to make that payment, the District shall
provide the City a notice in substantially the form attached hereto as Exhibit A (a "Notice of
Insufficiency") within five days after the date on which the review was required. Failure of the
District to give a Notice of Insufficiency to the City shall not relieve the City of its obligation to
make loans upon demand by the District under subsection (4) of this section.
(2) Budgeting for Loans. Upon receipt of a Notice of Insufficiency from the District,
the City shall, to the extent necessary, include in its budget the amounts required to make the
loans described in subsection (4) of this section. If the need to budget for such loans was not
reasonably foreseeable at the time the City prepared its biennial budget, the City shall budget
for such loans under Title 35A RCW and the Edmonds Municipal Code in sufficient time to
provide for the loans described in subsection (4).
(3) Cancellation Notices. If, at any time before 10 a.m. (Pacific time) on the 24th day of
the month preceding an upcoming Debt Service Payment Date for which the District has given
a Notice of Insufficiency (or, if the 24th is not a Business Day, the Business Day preceding the
24th), the District determines that there will be sufficient money available in the Debt Service
Fund to make the required payment due on the upcoming Debt Service Payment Date, the
District shall provide, prior to 5 p.m. on the same day, a notice to the City in substantially the
form attached hereto as Exhibit B (a "Cancellation Notice "). Delivery of a Cancellation Notice
50858661.9 -3-
EXHIBIT A —Form of Agreement For City Council Approval
by the District to the City shall not relieve the City of its obligations to make loans upon
demand by the District under subsection (4) of this section.
(4) Loans. For as long as any Bonds remain outstanding, the City shall, no later than 10
a.m. on the business day preceding that Debt Service Payment Date, lend to the District an
amount that, when added to the money available in the Debt Service Fund, is sufficient to make
all make all payments of principal of and interest on the Bonds due on the upcoming Debt
Service Payment Date. The City shall, upon demand by the District in accordance with Section
3. 1, cause the amount of each loan hereunder to be transferred to the District in United States
Dollars and immediately available funds.
(5) Method of Notice. Notices of Insufficiency and Cancellation Notices shall be sent
by the District to the City Administrative Services Director by hand delivery or facsimile
(which facsimile shall be promptly confirmed by telephone communication to the City
Administrative Services Director). The original of each such notice also shall be mailed to the
City pursuant to Section 8.3. Any failure by the District to send such notices shall not nullify
the City's obligation to make loans to the District hereunder, but may result in a delay by the
City in transferring loan amounts to the District.
(6) Assumed Payment Under County PFD Agreement. Solely for the purpose of
determining whether sufficient money will be available in the Debt Service Fund on any Debt
Service Payment Date, the parties may assume that the City will make payments to the District
at the times, and in the amounts, required by the County PFD Agreement, except to the extent
expressly modified by this Agreement.
Section 3_3 Covenants Regarding Debt Limit and Additional Bonds.
(1) The District does not intend to submit this Agreement or any indebtedness created
hereunder to qualified electors of the District for approval. Under RCW 35.57.030 and existing
laws, the District may incur non -voted indebtedness in an aggregate amount equal to one -half
of one percent of the value of the taxable property within the District. In light of the foregoing,
and to comply with RCW 67.28.130, the District agrees not to incur additional indebtedness
after the Bonds are issued unless prior written approval is obtained in accordance with Section
8.7 of this Agreement and Section 19 of the Bond Resolution.
(2) In the event the District lacks sufficient non -voted debt capacity to incur
indebtedness resulting from a loan from the City in the amount determined under Section 3.2,
the District shall incur indebtedness for an amount equal to the District's remaining non -voted
debt capacity, if any, and any loan amount greater than the District's then - remaining non -voted
debt capacity shall be deemed an equity payment by the City to the District in exchange for an
interest in the Regional Center, which need not be repaid pursuant to Section 3.4. Within 60
days after any such equity payment by the City, the District shall deliver to the City a quitclaim
deed conveying to the City a tenancy -in- common interest in the Regional Center. Such interest
shall be a percentage ownership interest in the Regional Center, the numerator of which shall
be the sum such equity payment and the costs of transferring title and recording such quitclaim
deed, and the denominator of which shall be the aggregate original principal amounts of. (a) the
Bonds, (b) all bonds issued by the City to finance the Regional Center, and (c) any other bonds
50858661.9 -4-
EXHIBIT A — Form of Agreement For City Council Approval
issued by the District to finance the Regional Center (excluding the Prior Note and any bonds,
or any portion thereof, issued to refinance bonds issued by the City or the District to finance the
Regional Center).
(3) The City will reconvey to the District, by means of a quitclaim deed, all of the
City's interest in the Regional Center acquired pursuant to subsection (2) of this Section if the
District pays to the City an amount equal to the sum of.
(a) all payments made by the City to the District in exchange for an
interest being reconveyed to the District; plus
(b) all costs incurred by the City relating to the transfer of title and
recording of deed(s); plus
(c) interest on the sum of the amounts described by clauses (a) and (b),
calculated from the date(s) of the City's payment thereof, plus
(d) the costs of transferring title to the District and recording such
quitclaim deed.
The rate of interest to be used for purposes of this calculation shall be the rate described in
Section 3.4(2).
(4) The transfers of interest authorized by this Section are intended to reflect the joint
and cooperative nature of the financing of the Regional Center pursuant to chapters 35.57,
35.59 and 67.28 RCW.
Section 3_4 Repayment Terms.
(1) Repayment Terms. The principal amount of each loan to the District hereunder,
together with interest thereon calculated as set forth in subsection (2) of this section, shall be
repaid by the District from available Sales Tax Revenue and General Revenue during each
calendar year after (a) the Debt Service Fund has been fully funded for such calendar year and
(b) reasonable provision has been made for the operating expenses of the Regional Center.
Such payments will be applied first to costs owed to the City, second, to interest owed to the
City on account of outstanding loans made under this Agreement and third to the principal of
all outstanding loans made under this Agreement in the order in which such loans were made.
(2) Interest Rate. Each loan made under the terms of this Agreement will bear interest
from the date of the loan until the date such loan is repaid. Interest on the loans will be
calculated on the basis of a 365/366 -day year, for the actual number of days elapsed. The rate
of interest borne by each loan hereunder shall be a variable rate equal to the monthly average
rate of return on the State of Washington Local Government Investment Pool (or its successor),
as determined as of the last day of each month in which a loan is outstanding, and shall change
monthly as of the first day of each month in which a loan is outstanding. The City may in its
discretion charge a lower rate of interest. Absent manifest error, all calculations of the City
Administrative Services Director shall be binding upon the District.
50858661.9 -5-
EXHIBIT A — Form of Agreement For City Council Approval
(3) Maturity. Unless paid earlier pursuant to subsection (1) of this section, all loans
hereunder shall mature on December 31 of the year of expiration of the District's authority to
impose the Sales Tax under RCW 82.14.390, as it may be amended from time to time, but not
earlier than 2026, which is the year that is twenty -five years after the tax was first collected. If
any loan has not been repaid under this Agreement on the loan maturity date described in this
Section 3.4(3), the City shall acquire an ownership interest in the Regional Center equal to the
unpaid principal and interest due to the City on that loan maturity date, and the District shall
execute and deliver a quitclaim deed and such other documents as may be necessary to convey
this interest to the City as described in Section 3.3, and the District's obligation to repay the
loan under this Agreement shall be discharged.
Section 3_5 Nature of District's Obli ation. The District's obligation to make the
loan repayments to the City from the sources identified herein and to perform and observe the
other obligations on its part contained herein shall be absolute and unconditional, and shall not
be subject to diminution by setoff, counterclaim, abatement or otherwise. The full faith, credit
and resources of the District are hereby pledged for the payment of all amounts owed to the
City under this Agreement. The District's obligations under this Agreement shall continue in
effect and shall survive the satisfaction of the District's obligations under the Bonds and the
Bond Resolution until such time as principal and interest due to the City pursuant to any loan or
loans made hereunder have been repaid, together with any costs owed to the City pursuant to
Section 6.5 and Article 7. To further its ability to make such payments to the City, the District
hereby irrevocably covenants and agrees to continue imposing the Sales Tax as permitted under
RCW 82.14.390 for so long as the Bonds remains outstanding or any District obligation to pay
any amount to the City under this Agreement remains outstanding.
Section 3_6 Nature of City's Obligation. The City's obligation to advance funds to
the District in the amounts, at the times, under the conditions and in the manner described
herein shall be absolute and unconditional, and shall not be subject to diminution by setoff,
counterclaim, abatement or otherwise. The full faith, credit and resources of the City are
pledged irrevocably to make the loans, in the amounts, at the times, in the manner and subject
to the limitations described herein, regardless of whether the Regional Center is operating at
any particular time. The obligations of the City hereunder shall terminate upon payment in full
of the principal of and interest on the Bonds. For each fiscal year during the term of this
Agreement, the City agrees that it will include in its budget and appropriate an amount that the
City reasonably expects to be necessary to fulfill its obligation to make loans to the District
under the terms of this Agreement. Failure to so budget shall not be a default under this
Agreement if the City fulfills its obligation to make loans to the District as required under this
Article III.
Section 3_7 City Acknowledgments. The City acknowledges and agrees that the
District will pledge to the payment of the Bonds: (a) the loan proceeds it receives under this
Agreement; (b) the Sales Tax Revenues, junior to the lien granted in connection with the City's
Limited Tax General and Revenue Obligation Bonds, 2002; and (c) the District's General
Revenue.
50858661.9 -(r
EXHIBIT A —Form of Agreement For City Council Approval
ARTICLE 4.
Rights of City Upon Making Loans
Section 4_1 Rights of the City. If the City has made any loans to the District under
this Agreement and such loans have not been repaid in full (whether or not the loan is in
default), the City may take any one or more of the following steps:
(1) The City may have access to and inspect, examine and make copies of the books
and records and any and all accounts and data of the District; and
(2) With the consent of the parties to the County PFD Agreement, the City may, but
shall not be required to, appoint a manager (which may be the City) or a receiver for the
Regional Center. Any manager or receiver appointed pursuant to this subsection (2) shall have,
in addition to all the rights and powers customarily given to and exercised by receivers, all
rights of the District to manage, operate and maintain the Regional Center and shall have all
other rights of the District to exercise its rights and powers in the same manner and to the same
extent that the District could do, including without limitation the execution, enforcement and
termination of contracts providing for management or maintenance of the Regional Center, all
on such terms as are deemed best by the City to protect its interests under this Agreement. The
City, or the manager or receiver appointed by the City, shall be entitled to receive a reasonable
fee for managing the Regional Center. The City shall not enter into an agreement with a
manager unless it receives written confirmation from nationally recognized bond counsel that
the agreement will not adversely affect the tax - exempt nature of interest on the Bonds for
federal income tax purposes.
ARTICLE 5.
Additional Obligations and Covenants
Section 5_1 Agreement to Issue Bonds. The District shall issue the Bonds in
accordance with the Bond Resolution and this Agreement in the principal amount of [NOT TO
EXCEED $4,000,000], which amount does not to exceed the amount necessary to finance or
refinance the Regional Center and the Improvements in accordance with the Project Budget.
Section 5_2 Third Party Beneficiary. Each covenant and commitment of the District
in the Bond Resolution is incorporated herein for the further benefit of the City, and the City
shall be a third party beneficiary of the contract of the District set forth in the Bond Resolution.
Section 5.3 Representations and Warranties of the District.
(1) Commencement of Construction Prior to January 1, 2004. The District represents
that it commenced construction (within the meaning of RCW 82.14.390) of the Regional
Center before January 1, 2004.
(2) Regarding the Regional Center. The District has, and will have, as long as any
Bonds or Additional Bonds remain outstanding, good right and lawful authority to proceed with
the development of the Regional Center and to provide for the maintenance, operation,
improvement and construction of the Regional Center. The District shall not release or modify
the obligations of any user of the Regional Center that would in any way limit any such user's
obligation to make payment of such rents, rates, fees or other charges imposed by the District
50858661.9 -7-
EXHIBIT A — Form of Agreement For City Council Approval
for such use of the Regional Center. The foregoing shall not prohibit the District from
establishing reduced rates and charges, or eliminating rates and charges, for the use of the
Regional Center for certain classes of users of the Regional Center if and as appropriate, as
long as charges are applied on a fair and nondiscriminatory basis.
Section 5.4 Additional Covenants and of the District.
(1) Operation of Regional Center. The District agrees that it shall cause the Regional
Center to be operated and maintained in a business -like fashion (including the maintenance of
proper and customary property and liability insurance with respect to the Regional Center) as
both a "tourism- related facility" (within the meaning of RCW 67.28.080(7)) and a "regional
center" (within the meaning of RCW 35.57.020) and shall cause all books and records to be
maintained with respect thereto.
(2) Reporting. The District shall provide the City (at the notice address set forth in
Section 8.3) with a quarterly report summarizing actual financial activity and financial
expectations for the following four quarters.
(3) No Liens. Neither the City nor the District shall grant or permit any lien (other than
consensual liens such as contractors' liens) against the Regional Center or its interest therein
which, if unpaid, might become a lien or charge upon the Sales Tax Revenue, or any part
thereof, prior to or superior to the lien of the Bonds and any Additional Bonds, or which might
impair the security of the Bonds and any Additional Bonds.
(4) Enforcement of Obligations. The District shall take all reasonable measures
permitted by law to enforce payment to it of all Sales Tax Revenue, including without
limitation any payments due to it under the County PFD Agreement, and shall at all times, to
the extent permitted by law, defend, preserve and protect the rights, benefits and privileges of
the District and of the Registered Owners under or with respect to the Bond Resolution.
(5) Ownership, Sale, Transfer or Disposition of the Regional Center. The District shall
be the owner of the Regional Center except to the extent the City acquires any interest therein
pursuant to Section 3.3 of this Agreement. Except pursuant to Section 3.3, the District will not
sell, transfer or otherwise dispose of any facilities or property (real or personal) comprising a
part of the Regional Center, except upon approval by resolution of the Board and only
consistent with one or more of the following:
(a) The District in its discretion may sell, transfer or dispose (each, as
used in this subparagraph, a "transfer ") of facilities or property that is not
material to the operation of the Regional Center, or which has become
unserviceable, inadequate, obsolete or unfit to be used in the operation of the
Regional Center or is no longer necessary, material or useful to the operation of
the Regional Center; or
(b) The District in its discretion may transfer facilities or property if the
District receives from the transferee in a bona fide, arm's length transaction an
amount equal to the fair market value of the facilities or property so transferred.
As used herein, "fair market value" means the most probable price that a
property should bring in a competitive and open market under all conditions
50858661.9 -8-
EXHIBIT A —Form of Agreement For City Council Approval
requisite to a fair sale, the willing buyer and willing seller each acting prudently
and knowledgeably. The proceeds of any transfer under this subparagraph (ii)
shall be used (1) to promptly redeem, or irrevocably set aside for the redemption
of, the District's outstanding Bonds or Additional Bonds, and/or (2) to provide
for all or part of the cost of capital improvements and/or additions to or
expansions of the Regional Center.
Nothing in the foregoing is intended to restrict the transfer of the facilities or property to the
City pursuant to the County PFD Agreement or to permit transfers not permitted under the
County PFD Agreement.
ARTICLE 6.
Remedies Upon Default
Section 6_1 Remedies of City on Default. Upon the occurrence of a default by the
District in its obligations hereunder, the City may proceed to protect and enforce its rights in
equity or at law, either in mandamus or for the specific performance of any covenant or
agreement contained herein, or for the enforcement of any other appropriate legal or equitable
remedy, as the City may deem most effectual to protect and enforce any of its rights or interests
hereunder; provided that the City may not enforce repayment of the loans until repayment in
full of the principal of and interest on the Bonds.
Section 6_2 Remedies of District on Default. Upon the occurrence of a default by the
City in its obligations to make loans to the District hereunder, the District may proceed to
protect and enforce its rights in equity or at law, either in mandamus or for the specific
performance of any covenant or agreement contained herein, or for the enforcement of any
other appropriate legal or equitable remedy, as the District may deem most effectual to protect
and enforce any of its rights or interests hereunder.
Section 6_3 No Remedy Exclusive. No remedy conferred upon or reserved to either
party by this Agreement is intended to be exclusive of any other available remedy or remedies,
but each and every such remedy shall be cumulative and shall be in addition to every other
remedy given under this Agreement or now or hereafter existing at law or in equity or by
statute, and either party hereto shall be free to pursue, at the same time, each and every remedy,
at law or in equity, which it may have under this Agreement, or otherwise.
Section 6_4 No Implied Waiver. No delay or omission to exercise any right or power
accruing upon any default shall impair any such right or power or shall be construed to be a
waiver thereof, but any such right and power may be exercised from time to time and as often
as may be deemed expedient. For the exercise of any remedy, it shall not be necessary to give
any notice, other than such notice as may be expressly required herein.
Section 6_5 Agreement to Pay Attorneys' Fees and Expenses. If a default arises
under any of the provisions of this Agreement and either party hereto should employ attorneys
or incur other expenses for the collection of amounts due under this Agreement or the
enforcement of performance or observance of any obligation or agreement on the part of the
other party contained in this Agreement, on demand therefor, the nonprevailing party shall pay
50858661.9 -9-
EXHIBIT A —Form of Agreement For City Council Approval
or reimburse the prevailing party for the reasonable fees of such attorneys and such other
expenses so incurred.
Section 6_6 Dispute Resolution. The parties may mediate any dispute over the
interpretation of any terms or conditions under this Agreement. Mediation will be made
available upon request of either party. The costs associated with any such mediation shall be
shared equally by the parties.
ARTICLE 7.
Hold Harmless
As between the City and the District, the District shall assume the risk of, be liable for,
and pay all damage, loss, cost and expense of any party, including its employees, arising out of
the performance of this Agreement, except that caused by negligence and/or willful misconduct
solely of the City and its employees acting within the scope of their employment. The District
shall hold harmless the City and its officers, elected officials, agents, and employees against all
claims, losses, suits, actions, costs, counsel fees, litigation costs, expenses, damages, judgments
or decrees by reason of damage to any property or business and/or any death, injury or
disability to or of any person or party, including any employee, arising out of or suffered,
directly or indirectly, by reason of or in connection with the performance of this Agreement or
any act, error or omission of the District or the District's employees, agents, or subcontractors,
whether by negligence or otherwise, but only after repayment in full of the principal of and
interest on the Bonds.
The District's obligation shall include, but not be limited to, investigating, adjusting and
defending all claims against the City alleging loss from action, error or omission or breach of
any common law, statutory or other delegated duty by the District, the District's employees,
agents or subcontractors.
ARTICLE 8.
Miscellaneous
Section 8_1 Continuing Disclosure Undertaking of the City. To meet the conditions
of paragraph (d)(2) of United States Securities and Exchange Commission ( "SEC ") Rule 15c2
12 (the "Rule "), as applicable to a participating underwriter for the Bonds, the City undertakes
for the benefit of holders of the Bonds to provide to each NRMSIR and the SID (as those terms
are defined in the Rule), the following annual financial information: (i) annual financial
statements for the City prepared (except as noted in the financial statements) in accordance
with generally accepted accounting principles applicable to Washington governmental units
such as the City, as such principles may be changed from time to time, which statements need
not be audited, except, however, that if and when audited financial statements are otherwise
prepared and available to the City they will be provided; (ii) statements of authorized, issued
and outstanding general obligation debt of the City; (iii) statements of assessed valuation of
property within the City subject to ad valorem taxation for the fiscal year•, and (iv) the ad
valorem regular property tax levy rate and regular property tax levy rate limit for the fiscal
year.
50858661.9 -10-
EXHIBIT A — Form of Agreement For City Council Approval
Such annual financial information shall be provided not later than the last day of the
ninth month after the end of each fiscal year of the City (currently, a fiscal year ending
December 31), as such fiscal year may be changed as required or permitted by State law,
commencing with the City's fiscal year ending December 31, 2007. It may be provided in a
single or multiple documents, and may be incorporated by reference to other documents that
have been filed with each NRMSIR and the SID if the document incorporated by reference
is a "final official statement" with respect to obligations of the City, that has been filed with the
MSRB.
The City's obligations under this undertaking shall terminate upon the legal defeasance
of all of the Bonds. In addition, the City's obligations under this undertaking shall terminate if
those provisions of the Rule which require the City to comply with this undertaking become
legally inapplicable in respect of the Bonds for any reason, as confirmed by an opinion of
nationally recognized bond counsel or other counsel familiar with federal securities laws
delivered to the City and the District, and the District provides timely notice of such
termination to each NRMSIR or the MSRB and the SID. To the extent authorized by the SEC,
the City may satisfy this undertaking by transmitting the required filings using
http: / /www.diselosureusa.org (or such other centralized dissemination agent as may be
approved by the SEC).
Section 8.2 Governing Law; Venue. This Agreement is governed by and shall be
construed in accordance with the substantive laws of the State of Washington and shall be
liberally construed so as to carry out the purposes hereof. Except as otherwise required by
applicable law, any action under this Agreement shall be brought in the Superior Court of the
State of Washington in and for Snohomish County.
Section 8.3 Notices. Except as otherwise provided herein, all notices, consents or
other communications required hereunder shall be in writing and shall be sufficiently given if
addressed and hand delivered or mailed by certified or registered mail, postage prepaid and
return receipt requested, as follows:
To the City: City of Edmonds
121 Fifth Avenue North
Edmonds, WA 98020
Attention: Finance /Administrative Services Director
Fax: (425) 771 -0265
Telephone: (425) 771 -0240
To the District: Edmonds Public Facilities District
121 Fifth Avenue North
Edmonds, WA 98020
Attention: PFD Treasurer
Fax: (425) 771 -0265
Telephone: (425) 771 -0240
50858661.9 -11-
EXHIBIT A —Form of Agreement For City Council Approval
The City or the District may designate any further or different addresses to which subsequent
notices, certificates, requests or other communications shall be sent by giving notice of such
change to the other party. Notices shall be deemed served upon deposit of such notices in the
United States mail in the manner provided above.
Section 8_4 Binding Effect. This Agreement shall inure to the benefit of the City, the
District and the holders of the Bonds and shall be binding upon the City and the District and
their successors. This Agreement may not be assigned.
Section 8_5 Severability. In the event any provision of this Agreement shall be held
invalid or unenforceable by any court of competent jurisdiction, such holding shall not
invalidate or render unenforceable any other provision hereof.
Section 8_6 Amendments. This Agreement may be amended, changed, modified or
altered by an instrument in writing duly executed by the City and the District (or the successors
in title of each) if, in the opinion of bond counsel, such amendment will not adversely affect the
security for the Bonds or tax exemption of interest on the Bonds. This Agreement may not be
terminated until the Bonds are no longer outstanding, unless the City has assumed all liability
for payment of the principal of and interest on the Bonds when due and has pledged its full
faith and credit to such payment.
Section 8.7 Additional Debt. So long as the Bonds remain outstanding and the
Contingent Loan Agreement remains in effect, the District shall not incur any additional
indebtedness, other than in the ordinary course of business, without the prior written consent of
the City. Such consent shall not be unreasonably withheld if the following conditions are met
at the time:
(a) The District is not in default under this Agreement or under the Bond
Resolution;
(b) The proceeds of the additional debt will be used to fund capital
expenditures relating to the Regional Center;
(c) The additional indebtedness will not cause the District to exceed its
non -voted debt capacity under RCW 35.57.030(1); and
(d) No ownership interest in the Regional Center has been transferred to
the City under Section 3.3(2) that has not been transferred back to the District
under Section 3.3(3).
Unless specified in a separate agreement or an amendment hereto, the City shall be under no
obligation to make loans hereunder to pay debt service on any additional debt.
50858661.9 -12-
EXHIBIT A — Form of Agreement For City Council Approval
Section 8.8 Waiver of Breach. No waiver of any breach of any covenant or
agreement contained herein shall operate as a waiver of any subsequent breach of the same
covenant or agreement or as a waiver of any breach of any other covenant or agreement, and in
case of a breach by either party of any covenant, agreement or undertaking, the nondefaulting
party may nevertheless accept from the other any payment or payments or performance
hereunder without in any way waiving its right to exercise any of its rights and remedies
provided for herein or otherwise with respect to any such default or defaults that were in
existence at the time such payment or payments or performance were accepted by it.
Section 8.9 No Rights Created in Third Parties. The terms of this Agreement are not
intended to establish or to create any rights in any persons or entities other than the City, the
District, the respective successors and assigns of each.
Section 8.10 Time of Essence. Time and all terms and conditions shall be of the
essence of this Agreement.
Section 8.11 Effective Date of and Termination of Agreement. This Agreement shall
take effect and shall supersede the Prior Guarantee Agreement as of the date first written above.
Except as provided in Section 3.5, this Agreement shall terminate upon payment in full of all
principal of and interest on the Bonds. Section 3.3 and Article 7 shall survive the termination
of this Agreement.
ORAL AGREEMENTS OR ORAL COMMITMENTS TO LEND MONEY, EXTEND
CREDIT, OR FORBEAR FROM ENFORCING REPAYMENT OF A DEBT ARE NOT
ENFORCEABLE UNDER WASHINGTON LAW.
IN WITNESS WHEREOF, the City and the District have caused this Agreement to be
executed in their respective names by their duly authorized officers, and have caused this
Agreement to be dated as of the date set forth on the first page hereof.
CITY OF EDMONDS, WASHINGTON
M
or A
Attest:
o. '
City Clerk jVZ,
EDMONDS PUBLIC FACILITIES
DISTRICT
President, Board of Directors
Attest:
S*rjtary, Board of
50858661.9 -13-
EXHIBIT A — Form of Agreement For City Council Approval
STATE OF WASHINGTON
ss.
COUNTY OF SNOHOMISH
I certify that I know or have satisfactory evidence that (:g"ee��and
tiivda, are the persons who appeared before me, and said persons acknowledged that
said persons signed this instrument, on oath stated that said persons were authorized to execute
the instrument and acknowledged it as the Mayor and Clerk, respectively, of the CITY OF
EDMONDS, a municipal corporation of the State of Washington, to be the free and voluntary
act of such municipal corporation for the uses and purposes mentioned in the instrument.
Dated this /0 day of June, 2008.
%NM1j1j!
t kt y � (Signature of Notary)
r a
(Legibly Print or Stamp Name of Notary)
A��yit r Notary public in and for the State of Washington, residing at
7�hh�Hvr* My appointment expires
.
WA
STATE OF WASHINGTON
6X�
COUNTY OF SNOHOMISH
I certify that I know or have satisfactory evidence that /e-'110 K-64-5 and
J,4,4 /r1"0, d bon/ are the persons who appeared before me, and said persons acknowledged that
said persons signed this instrument, on oath stated that said persons were authorized to execute
the instrument and acknowledged it as the President and Secretary, respectively, of Board of
Directors of the EDMONDS PUBLIC FACILITIES DISTRICT, a municipal corporation of the
State of Washington, to be the free and voluntary act of such municipal corporation for the uses
and purposes mentioned in the instrument.
Dated this / U day of June, 2008.
50560950.07
✓ (Signature of Notary)
I ,, o, AIA/ELt y
(Legibly Print or Stamp Name of Notary)
Notary public in and for the State T Washington, residing at
My appointment expires '4/—
EXHIBIT A —Form of Agreement For City Council Approval
Exhibit A
Form Notice of Insufficiency
City of Edmonds VIA FACSIMILE
121 Fifth Avenue North (with telephone confirmation)
Edmonds, WA 98020
Attention: Finance /Administrative Services Director
Re: NOTICE OF INSUFFICIENCY
Edmonds Public Facilities District
General and Revenue Obligation Bonds, 2008
The undersigned, a duly authorized officer of the Edmonds Public Facilities District (the "District "),
hereby certifies to the City of Edmonds, Washington (the "City "), with reference to the Contingent Loan
Agreement (the "Agreement ") dated as of January [1, 2008, by and between the City and the District,
and the above - captioned bonds (the "Bonds "), that:
1. Next Debt Service Payment Date: , 20_
2. Debt service due: Principal $
Interest $
Total $
3. There will be insufficient money available in the Debt Service Fund on the date described in
clause (1) to make the debt service payments described in clause (2):
Amount expected to be on deposit in the District's Debt Service Fund: $
Plus the payment the City is required to make on , 20_,
pursuant to the County PFD Agreement: $
Total available for debt service $
4. Amount of the loan requested is calculated as follows:
Debt service total listed in clause (2): $
Less the amount available for debt service, as listed in clause (3): $
Loan Amount $
Pursuant to Section 3.2 of the Agreement, the City is requested to make a loan to the District no later
than , 20_, in the amount listed in clause (4). The City shall cause such amount to be
transferred to the District's Debt Service Fund, in United States Dollars and immediately available
funds.
Any capitalized term used herein and not defined shall have the meaning assigned to such term in the
Agreement or, if not therein defined, as defined in the Bond Resolution. The individual signing below
hereby represents that he or she is an officer of the undersigned and is duly authorized to execute and
deliver this document.
Dated: , 20_.
EDMONDS PUBLIC FACILITIES DISTRICT
[Executive Director or designee]
50560950.07
EXHIBIT A — Form of Agreement For City Council Approval
Exhibit B
Form Cancellation Notice
City of Edmonds VIA FACSIMILE
121 Fifth Avenue North (with telephone confirmation)
Edmonds, WA 98020
Attention: Finance /Administrative Services Director
Re: CANCELLATION NOTICE
Edmonds Public Facilities District
General and Revenue Obligation Bonds, 2008
The undersigned, a duly authorized officer of the Edmonds Public Facilities District (the "District "),
hereby certifies to the City of Edmonds, Washington (the "City "), with reference to the Contingent Loan
Agreement (the "Agreement ") dated January _, 2008, by and between the City and the District, and the
above - captioned bonds (the "Bonds "), that:
1. Next Debt Service Payment Date: , 20_
2. Debt service due: Principal $
Interest $
Total $
3. There will be sufficient money available in the Debt Service Fund on the date described in
clause (1) to make the debt service payments described in clause (2):
Amount expected to be on deposit in the District's Debt Service Fund: $
Plus the payment the City is required to make on 520,
pursuant to the County PFD Agreement: $
Total available for debt service $
4. The District's Notice of Insufficiency and loan request delivered on , 20_ is
hereby cancelled.
Pursuant to Section 3.2 of the Agreement, the City is requested NOT to make a loan to the District with
respect to the debt service payments described in clause (2).
Any capitalized term used herein and not defined shall have the meaning assigned to such term in the
Agreement or, if not therein defined, as defined in the Bond Resolution. The individual signing below
hereby represents that he or she is an officer of the undersigned and is duly authorized to execute and
deliver this document.
Dated: , 20_.
EDMONDS PUBLIC FACILITIES DISTRICT
[Executive Director or designee]
50560950.07