HomeMy WebLinkAbout1996 NS Installment Purchase Contract INSTALLMENT PURCHASE CONTRACT
THIS INSTALLMENT PURCHASE CONTRACT, dated as of the 12th day
of January, 1996 (this "Contract") , between NationsBank, N.A. (the
"Lender") and the COUNTY OF ORANGE, NORTH CAROLINA, a political
subdivision and body politic under the laws of the State of North
Carolina (the "County") .
WITNESSETH:
WHEREAS, the County is a political subdivision and body
politic under and by virtue of the Constitution and laws of the
State of North Carolina; and
WHEREAS, the County has the power, pursuant to Section 160A-20
of the General Statutes of North Carolina, to enter into contracts
to finance the acquisition of real property, or the construction of
improvements thereon; and
WHEREAS, the Lender desires to advance certain funds in the
amount of $2, 000, 000.00 (the "Financing Proceeds") , to enable the
County to a finance the construction of a jail addition in
Hillsborough (the "Improvements") , a courthouse addition in
Hillsborough, and a new Human Services Center in Chapel Hill, North
Carolina (collectively, the "Project") and the County desires to
obtain said advance from the Lender pursuant to the terms and
conditions hereinafter set forth; and
WHEREAS, the obligation of the County to make Installment
Payments (as hereinafter defined) shall constitute a limited
obligation payable solely from currently budgeted appropriations of
the County and shall not constitute a pledge of the faith and
credit of the County within the meaning of any constitutional debt
limitation; and
WHEREAS, no deficiency judgment may be rendered against the
County in any action for breach of a contractual obligation under
this Contract, and the taxing power of the County is not and may
not be pledged in any way directly or indirectly or contingently to
secure any moneys due hereunder; and
WHEREAS, the obligation of the County to make the Installment
Payments pursuant to this Contract shall be secured by the Deed of
Trust (as hereinafter defined) ; and
WHEREAS, the Lender and the County each have duly authorized
the execution and delivery of this Contract and the Deed of Trust;
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NOW, THEREFORE, for and in consideration of the premises and
of the covenants hereinafter contained, and other valuable
consideration, the parties hereto agree as follows:
SECTION 1. DEFINITIONS
For purposes of this Contract, in addition to any other terms
defined herein, wherever used the following terms shall have the
definitions set forth below:
1.1 "Tax Certificate" means the Tax Certificate, in
substantially the form of Exhibit A attached hereto and
incorporated herein by reference, delivered by the County at the
time of execution of this Contract.
1.2 "Budget Officer" means the officer from time to time
charged with preparation of the County' s draft budget as initially
submitted to the County Commission for consideration.
1.3 "County Commission" means the Board of Commissioners
= for Orange County, North Carolina, as it is constituted from time
to time.
1.4 "Deed of Trust" means the Deed of Trust and Security
Agreement, of even date herewith, from the County to a trustee for
the benefit of the Lender, encumbering the Property, subject to
Permitted Encumbrances (as hereinafter defined) , as security for
the County' s obligations to Lender for the repayment of the
Financing Proceeds advanced by Lender pursuant to this Contract.
1.5 "Event of Nonappropriation" means any failure by the
County Commission to adopt, by the first day of any fiscal year, a
budget for the County that includes an appropriation for payments
required hereunder for such fiscal year.
1.6 "Installment Payments" means those payments made by the
County to the Lender as described in Section 3 .1 of this Contract.
1.7 "Maturity Date" means January 15, 2006.
1. 8 "Permitted Encumbrances" means the Deed of Trust and any
lien or other encumbrance appearing as an exception " on any
title opi� covering the Site which is issued contemporaneously
herewith, any lien for taxes not yet due, and any other exception,
lien or other encumbrance permitted under this Contract.
1.9 "Permitted Investments" means any investments which are
legal investments of the County's funds at the time of the purchase
of such investments.
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1.10 "Plans and Specifications" means and refers to the plans
and specifications for the Project prepared by the County' s
architect and/or engineer.
1.11 "Property" means the Site, the Improvements and any and
all repairs thereto and replacements thereof, and all rights,
appurtences, easements, privileges, remainders and reversions
appertaining thereto.
1.12 "Site" means the land on which the Improvements will be
located, as described in Exhibit B attached hereto and incorporated
herein by reference.
SECTION 2 . ADVANCE OF FINANCING PROCEEDS
2 .1 Advances by Lender. Subject to the terms and conditions
of this Contract, Lender hereby agrees to advance to the County an
aggregate amount of t TWO MILLION AND N01100 DOLLARS
($2, 000, 000.00) , representing the above-referenced Financing
Proceeds for the Project. The Lender shall advance the Financing
Proceeds by making the deposit to the Construction Fund as provided
in Section 4.1 below.
The Financing Proceeds shall be used solely for the purpose of
constructing the Project. Interest shall accrue on the total
amount of the advanced Financing Proceeds outstanding from time to
time at a fixed rate of 4.35%, based upon a year having 365 days
(or 366 days, as the case may be) , for the actual number of days in
any interest calculation 'period, and shall be paid in accordance
with the provisions of Section 3 below.
2 .2 Security Instrument. All advances made by Lender to or
for the benefit of the County under this Contract will be secured
by the Deed of Trust, which shall constitute, subject to Permitted
Encumbrances, a first priority lien on the Property and a first
priority security interest in any and all fixtures used in
connection with the operation of the Property.
SECTION 3 . INSTALLMENT PAYMENTS
3 .1 Amounts and Times of Installment Payments. The County
shall repay the Financing Proceeds in equal semi-annual
installments of principal and interest (herein the "Installment
Payments") in an amount sufficient to fully amortize the repayment
of the same over a period of ten years, in the amount of
$124, 763 .06 each, with the first such Installment Payment being due
and payable on July ±� 2, 1996, and subsequent Installment Payments
being due and payable on each January = 12 and July " 1122
thereafter, to and including January " 12, 2006. If not sooner
paid, all remaining principal and interest shall be due and payable
by the County on the Maturity Date. Each installment shall be
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deemed to be an Installment Payment and such Installment Payments
shall be sufficient in the aggregate to repay the Financing
Proceeds together with interest thereon.
3 .2 Place of Payments. All payments required to be made to
the Lender hereunder shall be made at the Lender's principal office
or as may be otherwise directed by the Lender or its assignee.
3 .3 Late Charges. Should the County fail to pay any
Installment Payment or any other sum required to be paid to the
Lender within fifteen (15) days after the due date thereof, the
County shall pay a late charge equal to four percent (4k) of the
delinquent Installment Payment.
3.4 Appropriations. (a) The Budget Officer shall include
in the initial proposal for each of the County' s annual budgets the
amount of all Installment Payments coming due during the fiscal
year to which such budget applies. Notwithstanding that the Budget
Officer includes such an appropriation for payments required under
this Contract, the County Commission may determine not to include
such an appropriation in the County's final budget for such fiscal
year.
(b) The Budget Officer shall deliver to Lender, within
fifteen (15) days after the beginning of each of the County's
fiscal years, a certificate stating whether an amount equal to the
Installment Payments and any additional payments required hereunder
for the fiscal year has been appropriated by the County in such
budget for such purposes.
(c) The actions required of the County and its officers
pursuant to this Section shall be deemed and construed to be in
fulfillment of ministerial duties, and it shall be the duty of each
and every County official to take such action and do such things as
are required by law in the performance of the official duty of such
officials to enable the County to carry out and perform the actions
required pursuant to this Section and the remainder of this
Contract to be carried out and performed by the County.
(d) The County reasonably believes that it can obtain funds
sufficient to pay all payments required under this Contract when
due.
3 .5 Abatement of Installment Payments. There will be no
abatement or reduction of the Installment Payments by the County
for any reason, including, but not limited to, any defense,
recoupment, setoff, counterclaim, or any claim (real or imaginary)
arising out of or related to any defects, damages, malfunctions,
breakdowns or infirmities of or to the Project. The County assumes
and shall bear the entire risk of loss and damage to the Project
from any cause whatsoever, it being the intention of the parties
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that the Installment Payments shall be made in all events unless
the obligation to make such Installment Payments is terminated as
otherwise provided herein.
3 .6 Prepayment of Installment Payments. If the County has
performed all of the terms and conditions of this Contract, it
shall have the option to prepay the principal component of the
remaining Installment Payments, in full or in part, in such order
of the due dates thereof as the County shall determine, at any
time, at a prepayment price equal to 100 percent (100*) of the
principal amount thereof, plus interest accrued thereon to the date
of prepayment, upon thirty (30) days' prior written notice to the
Lender.
3 .7 Installment Payment Adjustment. ,QLL The County
acknowledges that the Lender is providing the Financing Proceeds at
the rate set forth herein based on the premise that interest
received under this Contract is exempt from taxation to the Lender
and based on other state and federal laws in effect as of the date
hereof. If, as a result of any action or failure to take any
action by the County, or any representation made by the County
being a misrepresentation. (i} the income received by the Lender
shall be deemed to be taxable income to the Lender by any
governmental agency, or (ii) the Countv' s obligations to pay
Installment Payments are not "oualified tax-exempt obligations"_
within the meaning of Code Section 265_ (herein an "Event of
Taxability") , then Lender shall have the option to = adjust the
aMou�nt of the remaining Installment Payments = to provide for the
payment of interest by the County at a = rate which will preserve
the Lender' s after-tax economic yield. In such event, the County
agrees, to the extent permitted by law, to indemnify and hold
harmless the Lender from any cost and expense incurred as a result
of the loss of the tax-exempt status of the obligation created by
this Contract, specifically including, without limitation, all
administrative expenses arising in connection with the amendment of
the Lender' s tax returns . The Lender' s after-tax yield prior to
and after an Event of Taxability shall be as reasonably calculated
by the firm of certified public accountants regularly employed by
the Lender, and such calculations, in the absence of manifest
error, shall be binding on the parties hereto.
,kL The Countv further acknowledges that the Lender is
providing the Financing Proceeds at the rate set forth herein based
on the current ratings of the County' s debt obligations by Standard
& Poor, s Corporation ( "S & P" ) and Moodv' s Investors Service
( "Moody' s") which ratings are Aal (Moody' g) and AA+ (S & P) . In
the event either Moodv' s or S & P downgrades such ratings by two or
more grades the Lender shall the option to adjust the amount of
the remaining Installment Pavments to provide for the payment of
interest by the Countv at a rate which will preserve the Lender' s
after-tax economic yield The Lender' s after-tax Yield prior to
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and after such a ratings downgrading shall be as reasonably
calculated by the firm of certified public accountants regularly
employed by the Lender, and such calculations , in the absence of
manifest error, shall be binding on the parties hereto..
SECTION 4. PROCEDURE FOR ADVANCES
4.1 Creation of Construction Fund. The Lender shall
establish a special escrow fund t designated as the "1996 Orange
County Construction Fund"= (the "Construction Fund") , to the credit
of which the Lender shall deposit the Financing Proceeds for the
benefit of the County on the date hereof. The Lender shall keep
such Construction Fund separate and apart from all other funds and
moneys held by it, and shall hold and administer such Construction
Fund as provided in this Contract.
4.2 Use of Financing Proceeds. The Financing Proceeds are to
be used only for the direct and indirect costs of the Project,
which shall be constructed pursuant to t one or more construction
contracts (the "Construction Contract") submitted to = the
Lender. The County shall furnish copies of any changes in the
Construction Contract or the Plans and Specifications for the
Project to the Lender.
4.3 Requests for Disbursements. Financing Proceeds shall be
disbursed upon the request of the County by check payable to the
County or as directed by the County, or by deposit to an account of
the County. If requested by the Lender, any disbursement shall be
conditioned upon the receipt by the Lender of a written request by
the County stating the amount of such disbursement.
4.4 Investments. The Lender shall invest and reinvest the
Construction Fund in Permitted Investments in accordance with
written instructions received from the County. The County shall be
solely responsible for ascertaining that all proposed investments
are Permitted Investments, and for providing appropriate notice to
the Lender for the reinvestment of any maturing investment.
Accordingly, the Lender shall not be responsible for any liability,
cost, expense, loss or claim of any kind, directly or indirectly
arising out of or related to investment or reinvestment of all or
a portion of the Construction Fund as directed by the County,,.
except as a consequence of the negligence or wilful misconduct of
the Lender. All interest earnings on the investments of money in
the Construction Fund shall remain in the Construction Fund to the
credit of the County.
4 .5 Construction of Project. The County will cause the
Project to be constructed in a timely manner in accordance with the
terms of applicable state law, the terms of the t Construction
Contract, the Plans and Specifications, and all building and zoning
codes in effect with respect to the Project. The County will keep,
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or will cause to be kept, the Project free from all liens for
services, labor and materials until the Installment Payments have
been paid in full, the Deed of Trust has been released by the
Lender, or the Contract has otherwise been terminated by a final,
nonappealable judicial order or by operation of law, whichever
should occur first. The County will also cause the general
contractor or contractors to comply, to the fullest extent possible
with respect to the = Construction Contract, with the notice
provisions of N.C.G.S. § 44A-23 . The Lender shall have the right,
during construction, to enter and inspect the Project.
4.6 Completion of Construction. When the construction of the
Project has been substantially completed, to the County' s
satisfaction, and any certificate of occupancy has been issued for
the buildings constituting the Project, the County shall deliver a
copy of such certificate to the Lender.
4.7 Contractors' Performance and Payment Bonds. The County
shall require each contractor entering into a contract relating to
the Project to furnish a performance bond and a separate labor and
material payment bond as required by Article 3 of Chapter 44A of
the North Carolina General Statutes. Copies of such bonds shall be
provided to the Lender. Each such bond shall include the Lender as
a dual obligee. Upon any material default by a contractor under
any contract, or upon any material breach of warranty with respect
to any materials, workmanship or performance, the County shall
promptly proceed to pursue diligently its remedies against such
contractor or against the surety of any bond securing the
performance of such contract.
4. 8 Conditional Assignment of Construction Documents .
Simultaneously with the execution and delivery of this Contract and
as a condition to the Lender' s obligation to advance the Financing
Proceeds, the County hereby conditionally assigns to the Lender all
of the County' s right, title and interest in the Construction
Contract and the Plans and Specifications. The County shall obtain
any required contractor's or engineer' s consent to such
assignments.
SECTION S . RESPONSIBILITIES OF THE COUNTY
5 .1 Care and Use. The County shall cause the Project to be
constructed in accordance with the Plans and Specifications and
thereafter use, or cause to be used, the buildings constituting the
Project in compliance with all applicable laws and regulations,
and, at its sole cost and expense, service, repair and maintain, or
cause to be serviced, repaired and maintained, such buildings so as
to keep the Project in good condition, repair, appearance and
working order for the purposes intended, ordinary wear and tear
excepted, and shall replace, or cause to be replaced, any part of
buildings constituting the Project as may from time to time become
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worn out, lost, stolen, destroyed or damaged or unfit for use;
provided, however, that nothing contained in this section shall
require the making of any repair or replacement to or of, or the
continued maintenance of, any particular part of the Project which
would not be required in the exercise of sound business judgment.
Any and all repairs to or replacements of the Project and all parts
thereof shall constitute accessions to the Project and shall be
subject to all the terms and conditions of this Contract and
included in the term "Project" as used in this Contract.
5.2 Inspection. The Lender shall have the right upon
reasonable prior notice to the County to enter into and upon and
inspect the Project during normal business hours.
5 .3 Utilities. The County shall pay or cause to be paid all
charges for gas, water, steam, electricity, light, heat or power,
telephone or other utility service furnished to or used on or in
connection with the Project. There shall be no abatement of the
Installment Payments on account of interruption of any such
services.
5 .4 Taxes The County agrees to pay or cause to be paid when
due any and all taxes relating to the Project and the County's
obligations hereunder, including but not limited to, all license or
registration fees, gross receipts tax, sales and use tax, if
applicable, license fees, documentary stamp taxes, rental taxes,
assessments, charges, ad valorem taxes, excise taxes, and all other
taxes, licenses and charges imposed on the ownership, possession or
use of the Project by any governmental body or agency, together
with any interest and penalties, other than taxes on or measured by
the net income of the Lender.
5 .5 Alterations. Without the prior written consent of the
Lender, which consent shall not be unreasonably withheld, the
County shall not make or permit to be made any alterations,
modifications or attachments to the Project which cannot be removed
without materially damaging the economic value of the Project.
5 .6 Insurance. The County shall maintain or cause to be
maintained, at its sole cost and expense, insurance on the Project,
covering such risks and in such amounts and with such deductibles
as are described in Exhibit C attached hereto and incorporated
herein by reference, with such insurance companies as shall be
satisfactory to the Lender. All insurance for loss or damage shall
name the Lender as an additional insured and shall provide that
losses, if any, shall be payable to the County and the Lender, as
their interests may appear. Evidence or certificates of all
required insurance shall be provided to the Lender. The County
shall pay or cause to be paid the premiums therefor and deliver to
the Lender the policies of insurance or duplicates thereof or other
evidence satisfactory to the Lender of such insurance coverage.
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Each insurer shall also agree by endorsement upon the policy or
policies issued by it that (a) it will give thirty (30) days prior
written notice to the Lender of cancellation, non-renewal or
material modification of such policy, and (b) the coverage of the
Lender shall not be terminated, reduced or affected in any manner,
regardless of any breach or violation by the County of any
warranties, declarations or conditions of such insurance policy or
policies, other than a failure to pay premiums when due following
the giving of notice as provided above. The County shall bear all
risk of loss to the Project and, in the event of loss or damage
thereto, the proceeds of such insurance, at the option of Lender
(which shall be reasonably exercised) , shall be applied (a) toward
the replacement, restoration or repair of the Project, or (b)
toward the prepayment of the obligations of the County hereunder,
including, but not limited to, the Installment Payments. The
County shall make claim for, receive payment of, and execute all
documents, checks or drafts received in payment of loss or damage
under any such insurance policy.
5.7 Performance by the Lender of the County' s
Responsibilities. Any performance required of the County or any
payments required to be made by the County may, if not timely
performed or paid, be performed or paid by the Lender, and, in that
event, the Lender shall be immediately reimbursed by the County for
these payments and for any costs and expenses, legal or otherwise,
associated with the payments or other performance by the Lender,
with interest thereon at a rate equal to eight percent (8k) per
annum.
5 . 8 Financial Statements. The County agrees that it will
furnish the Lender at such reasonable times as the Lender shall
request current financial statements (including, without
limitation, the County's annual budget as submitted or approved) ,
and permit the Lender or its agents and representatives to inspect
the County's books and records and make extracts therefrom. The
County represents and warrants to the Lender that all financial
statements which have been delivered to the Lender fairly and
accurately reflect the County's financial condition and there has
been no material adverse change in the County' s financial condition
as reflected in the financial statements since the date thereof.
5 .9 Reports. The County agrees that it will furnish, or
cause to be furnished, to the Lender monthly, and at such other
times as may be reasonably requested by Lender, a report from the
County's architect with respect to the status of the construction
of the Project (addressing the percentage of completion and
compliance with the Plans and Specifications) , in form and content
reasonably satisfactory to Lender. The County shall also furnish,
or cause to be furnished, upon Lender' s request, evidence
satisfactory to Lender of the payment of all debts owing
contractors, engineers, architects and materialmen for labor done
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or professional design or surveying services, or material furnished
pursuant to any contract with respect to the Project, including,
without limitation, certificates by the County' s architect or
engineer as to the costs incurred, with copies of invoices paid or
to be paid by the County with the �t Financing Proceeds.
SECTION 6. PROJECT
6.1 Title. The County has good and valid title to the
Proper, free and clear of any liens, claims or security interests
of any party whatsoever, other than the Permitted Encumbrances .
6.2 Availability of Utilities. All utility services
necessary for the construction of the Project and the operation
thereof for their intended purpose are presently available, or will
be available when needed, through presently existing public or
unencumbered private easements or rights-of-way (which, in the case
of the Property, would inure to the benefit of Lender or other
purchaser of the Proms e®rty in the event of the foreclosure of or
sale under the power contained in the Deed of Trust) at the
boundaries of the Project, including but not limited to, water
supply, storm and sanitary sewer, electric and telephone
facilities.
6.3 Security Agreement. To secure all obligations of the
County hereunder, the County hereby grants to the Lender a security
interest in any and all of the County' s right, title and interest
in and to any fixtures incorporated, or to be incorporated, or used
in connection with the operation of, the Project, and all
substitutions and replacements thereto, and any and all proceeds
thereof, including without limitation, the proceeds of insurance
thereon. The County agrees to execute and deliver all documents
and instruments necessary or appropriate to perfect or maintain the
security interest granted hereby and to maintain the Lender' s
security interest in the collateral described in this Section 6 .3 .
The County may install on or locate in the Project any personal
property and, to the extent that such personal property does not
constitute a fixture, the Lender shall have no security interest
therein.
6 .4 Assignment of Leases. To further secure all obligations
of the County hereunder, the County hereby grants, conveys,
transfers and assigns to the Lender, and grants to the Lender a
security interest in, all of the County's right, title, and
interest in and to any lease or leases now existing or hereafter
made for all or any part of the Prop e!, together with all
rents, income, profits, revenues, proceeds, and royalties due and
becoming due therefrom. The County agrees to execute and deliver
all documents, instruments and financing statements necessary or
appropriate to perfect or maintain the security interest granted
hereby.
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6.5 Liens. The County shall not directly or indirectly
create, incur, assume or suffer to exist any mortgage, pledge,
lien, charge, security interest, encumbrance or claim on or with
respect to the Project, or any interest therein, except for
Permitted Encumbrances. The County shall promptly, at its own
expense, take such action as may be necessary to duly discharge any
such mortgage, pledge, lien, security interest, charge, encumbrance
or claim if the same shall arise at any time. The County shall
reimburse the Lender for any expense incurred by it in order to
discharge or remove any such mortgage, pledge, lien, security
interest, charge, encumbrance or claim.
SECTION 7. WARRANTIES AND REPRESENTATIONS OF THE
COUNTY.
The County warrants and represents to the Lender (all such
representations and warranties being continuing) that:
(a) The County is a duly organized and validly existing
political subdivision or agency of the State of North Carolina
within the meaning of Section 103 of the Internal Revenue Code
of 1986, as amended (the "Code") and the related regulations
and rulings and under the laws of the State of North Carolina,
and has all powers necessary to enter into the transactions
contemplated by this Contract and to carry out its obligations
hereunder;
(b) This Contract and all other documents relating
hereto and the performance of the County' s obligations
hereunder and thereunder have been duly and validly
authorized, executed and delivered by the County and approved
under all laws, regulations and procedures applicable to the
County, including, but not limited to, compliance with public
bidding requirements, and, assuming due authorization,
execution and delivery thereof by the other parties thereto,
constitute valid, legal and binding obligations of the County,
enforceable in accordance with their respective terms, subject
to bankruptcy, insolvency and other laws affecting the
enforcement of creditors' rights generally and such principles
of equity as a court having jurisdiction may impose;
(c) No approval or consent is required from any
governmental authority with respect to the entering into or
performance by the County of this Contract, other than the
approval of the Local Government Commission, and the
transactions contemplated hereby or if any such approval is
required it has been duly obtained;
(d) There is no action, suit, proceeding or
investigation at law or in equity before or by any court,
public board or body pending or, to the best of the County' s
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knowledge, threatened, against or affecting the County
challenging the validity or enforceability of this Contract
and all other documents relating hereto and the performance of
the County's obligations hereunder and thereunder, and
compliance with the provisions hereof, under the circumstances
contemplated hereby, does not and will not in any material
respect conflict with, constitute on the part of the County a
breach of or default under, or result in the creation of a
lien on any property of the County (except for Permitted
Encumbrances or as contemplated herein) , pursuant to any
agreement or other instrument to which the County is a party,
or any existing law, regulation, court order or consent decree
to which the County is subject;
(e) The obligation created by this Contract is not a
"private activity bond" as defined in Section 141 of the Code;
(f) The resolutions relating to the performance by the
County of this Contract and the transactions contemplated
hereby, substantially in the form of Exhibit D attached
hereto, have been duly adopted, are in full force and effect,
and have not been in any respect modified, revoked or
rescinded.
SECTION 8 . TAX COVENANTS AND REPRESENTATIONS
The County covenants that it will not take any action, or fail
to take any action, if any such action or failure to take action
would adversely affect the exclusion from gross income of the
interest portion of the obligation created by this Contract under
Section 103 of the Code. The County will not directly or
indirectly use or permit the use of any Financing Proceeds or any
funds of the County, or take or omit to take any action that would
cause the obligation created by this Contract to be an "arbitrage
bond" within the meaning of Section 148 (a) of the Code. To that
end, the County has executed the Tax Certificate and will comply
with all requirements of Section 148 of the Code to the extent
applicable to the obligation created by this Contract.
Without limiting the generality of the foregoing, the County
agrees that there shall be paid from time to time all amounts
required to be rebated to the United States of America pursuant to
Section 148 (f) of the Code and any temporary, proposed or final
Treasury Regulations as may be applicable to the obligation created
by this Contract from time to time. This covenant shall survive
the payment in full of all obligations under this Contract.
Notwithstanding any provision of this Section, if the County
shall provide to the Lender an opinion of nationally recognized
bond counsel to the effect that any action required under this
Section is no longer required, or to the effect that some further
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action is required, to maintain the exclusion from gross income of
the interest on the obligation created by this Contract pursuant to
Section 103 of the Code, the Lender may rely conclusively on such
opinion in complying with the provisions hereof.
SECTION 9 . INDEMNIFICATION; DISCLAIMER OF WARRANTIES
9 .1 Indemnification. To the extent permitted by law, the
County hereby agrees to indemnify, protect and save the Lender and
the North Carolina Local Government Commission, their officers,
directors, members and employees, harmless from all liability,
obligations, losses, claims, damages, actions, suits, proceedings,
costs and expenses, including attorneys' fees, arising out of,
connected with, or resulting directly or indirectly from the
Project or the transactions contemplated by this Contract, other
than any claim arising out of the acts or omissions constituting
negligence or wilful misconduct of the Lender or its officers or
agents. The indemnification arising under this Section shall
continue in full force and effect notwithstanding the payment in
full of all obligations under this Contract.
9 .2 Disclaimer. The County agrees that the Lender has not
designed the Project, that the Lender has not suppplied any plans
or specifications with respect thereto and that the Lender (i) is
not a manufacturer of, nor a dealer in, any of the component parts
of the Project, (ii) has not made any recommendation, given any
advice nor taken any other action with respect to (A) the choice of
any supplier, vendor or designer of, or any other contractor with
respect to, the Project or any component part thereof or any
property or rights relating thereto, or (B) any action taken or to
be taken with respect to the Project or any component part thereof
or any property or rights relating thereto at any stage of the
construction thereof, (iii) has not at any time had physical
possession of the Project or any component part thereof or made any
inspection thereof or any property or rights relating thereto, and
(iv) has not made any warranty or other representation, express or
implied, that the Project or any component part thereof or any
property or rights relating thereto (A) will not result in or cause
injury or damage to persons or property, (B) has been or will be
properly designed, or will accomplish the results which the County
intends therefor, or (C) is safe in any manner or respect.
THE LENDER MAKES NO EXPRESS OR IMPLIED WARRANTY OR
REPRESENTATION OF ANY KIND WHATSOEVER WITH RESPECT TO THE PROJECT
OR ANY COMPONENT PART THEREOF TO THE COUNTY, INCLUDING BUT NOT
LIMITED TO, ANY WARRANTY OR REPRESENTATION WITH RESPECT TO THE
MERCHANTABILITY OR THE FITNESS OR SUITABILITY THEREOF FOR ANY
PURPOSE, and further including the design or condition thereof; the
safety, workmanship, quality or capacity thereof; compliance
thereof with the requirements of any law, rule, specification or
contract pertaining thereto; any latent defect; the Project' s
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ability to perform any function; that the Financing Proceeds will
be sufficient to pay all costs; or any other characteristic of the
Project; it being agreed that the County is to bear all risks
relating to the Project, the completion thereof or the transactions
contemplated hereby or by the Deed of Trust, and the County hereby
waives the benefits of any and all implied warranties and
representations of the Lender.
9 .3 Survival. The provisions of this Section shall survive
the termination of this Contract.
SECTION 10. DEFAULT AND REMEDIES
10.1 Definition of Event of Default. The County shall be
deemed to be in default hereunder upon the happening of any of the
following events of default (each, an "Event of Default") :
(a) The County shall fail to make any Installment
Payment or pay any sum hereunder when due; or
(b) The occurrence of any Event of Nonappropriation.
(c) The County shall fail to perform or observe any
other term, condition or covenant of this Contract on its part
to be observed or performed, or shall breach any warranty by
the County herein contained, other than as referred to in
subsection (f) of this Section 10.1, for a period of ten (10)
days after written notice, specifying such failure or breach
and requesting that it be remedied, has been given to the
County by the Lender, except that if such failure or breach
can be remedied but not within such ten (10) day period and if
the County has taken all action reasonably possible to remedy
such failure or breach within such ten (10) day period, such
failure or breach shall not become an Event of Default for so
long as the County shall diligently proceed to remedy the same
in accordance with and subject to any reasonable directions or
reasonable limitations of time established by the Lender; or
(d) Proceedings under any bankruptcy, insolvency,
reorganization or similar litigation shall be instituted by or
against the County, or a receiver, custodian or similar
officer shall be appointed for the County or any of its
property, and such proceedings or appointments shall not be
vacated or fully stayed after the institution or occurrence
thereof; or
(e) Any warranty, representation or statement made by
the County in this Contract is found to be incorrect or
misleading in any material respect on the date made; or
15
(f) Any lien, charge or other encumbrance is filed
against the �t Pro, �erty, other than a Permitted Encumbrance; or
(g) The County shall fail to pay when due any principal
of or interest on any of its general obligation debt±�.LOr
(h) Any insurance carrier cancels any insurance on the
Project without the County's first providing replacement
coverage meeting the requirements of the Lender and Section
5 .6 hereof; or
(i) The Project or any substantial part thereof is
abused, illegally used, misused, destroyed or damaged beyond
repair
(j ) Construction of the Project shall cease and not
be resumed within thirty (30) business days, except to the
extent that said cessation is as the result of force majeure,
or shall be abandoned; or
(k) Any of the materials, fixtures, machinery,
equipment, articles and/or personal property used in the
construction of the Project or the appurtances thereto, or to
be used in the operation thereof, or any work performed in
connection with the construction of the Project, shall not
substantially conform with the Plans and Specifications as
approved by Lender and such nonconformity shall not be cured
or corrected within a period of thirty (30) days after notice
thereof is received by the County from Lender, or, if such
nonconformity cannot reasonably be cured within thirty (30)
days, it shall not be an Event of Default if the County has
commenced curing such nonconformity within said thirty (30)
day period and is, in the reasonable opinion of Lender,
diligently prosecuting such cure to completion.
10 .2 Remedies on Default. Upon the occurrence of any Event
of Default, the Lender may exercise any one or more of the
following remedies as the Lender in its sole discretion shall
elect:
(a) Declare the entire amount of the principal portion
of the Installment Payments immediately due and payable
without notice or demand to the County, together with accrued
interest thereon;
(b) Proceed by appropriate court action to enforce
performance by the County of any covenant of this Contract
with which it has failed to comply (other than a failure to
pay Installment Payments or any other payments hereunder) or
to recover for the breach thereof;
16
(c) Institute foreclosure proceedings against the
Pro e or exercise any other right provided to Lender under
the Deed of Trust;
(d) Terminate this Contract and use, operate, lease or
hold the Proms as the Lender in its sole discretion may
decide;
(e) Use anv portion of the Financing Proceeds that has
not previously been disbursed to the extent deemed necessary
by Lender to complete construction of the Project in
substantial accordance with the Plans and Specifications& .
All such uses shall be repaid in accordance with the
requirements of this Contract for payment of Installment
Payments.
(f) Notify all tenants under any leases of the Property
that the Lender will thereafter collect all rents directly and
not through the County.
(g) Apply, in any manner the Lender shall reasonably deem
appropriate, any amounts on hand " in the Construction Fund
to the payment of the outstanding principal component of the
Installment Payments, or to any other amounts required to be
paid under this Contract.
Notwithstanding any other provisions herein, it is the intent
of the parties hereto to comply with North Carolina General
Statutes Section 160A-20 . No deficiency judgment may be entered
against the County in favor of the Lender in violation of Section
160A-20, including, without limitation, any deficiency judgment for
amounts that may be owed hereunder when the sale of all or any
portion of the Project is insufficient to produce enough money to
pay in full all remaining obligations under this Contract.
10 .3 Further Remedies. A termination hereunder shall occur
only upon notice by the Lender to the County. All remedies of the
Lender are cumulative and may be exercised concurrently or
separately. The exercise of any one remedy shall not be deemed an
election of such remedy or preclude the exercise of any other
remedy.
SECTION 11. ASSIGNMENT
11.1 Assignment By the County. The County agrees not to
sell, assign, lease, sublease, pledge or otherwise encumber or
suffer a lien or encumbrance upon or against any interest in this
Contract or the Project (except for the Permitted Encumbrances)
without the Lender' s prior written consent, which shall not be
unreasonably withheld. The County's interest herein may not be
assigned or transferred by operation of law.
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11.2 Assignment By the Lender. The Lender may, at any time
and from time to time, assign all or any part of its interest in
the Project or this Contract, including without limitation, the
Lender' s rights to receive the Installment Payments and any
additional payments due and to become due hereunder.
Any assignment made pursuant to this subsection shall be made
in accordance with all applicable federal and state securities and
other laws. In addition, any assignment by any party to an entity
other than a bank, insurance company, investment company or similar
financial institution shall be subject to the prior approval of the
North Carolina Local Government Commission.
The County agrees that this Contract may become part of a pool
of obligations at the Lender' s or its assignee' s option. The
Lender or its assignees may assign or reassign either the entire
pool or any partial interest herein. Notwithstanding the
foregoing, no assignment or reassignment of the Lender's interest
in the Project or this Contract shall be effective unless and until
the County shall receive a duplicate original counterpart of the
document by which such assignment or reassignment is made
disclosing the name and address of each such assignee. The County
covenants and agrees with the Lender and each subsequent assignee
of the Lender to maintain for the full term of this Contract a
written record of each such assignment or reassignment.
After the giving of notice described above to the County, the
County shall thereafter make all payments in accordance with the
notice to the assignee named therein and shall, if so requested,
acknowledge such assignment in writing but such acknowledgement
shall in no way be deemed necessary to make the assignment
effective.
SECTION 12 . . LIMITED OBLIGATION OF THE COUNTY.
NO PROVISION OF THIS CONTRACT SHALL BE CONSTRUED OR
INTERPRETED AS CREATING A PLEDGE OF THE FAITH AND CREDIT OF THE
COUNTY WITHIN THE MEANING OF ANY CONSTITUTIONAL DEBT LIMITATION.
NO PROVISION OF THIS CONTRACT SHALL BE CONSTRUED OR INTERPRETED AS
CREATING A DELEGATION OF GOVERNMENTAL POWERS NOR AS A DONATION BY
OR A LENDING OF THE CREDIT OF THE COUNTY WITHIN THE MEANING OF THE
CONSTITUTION OF THE STATE OF NORTH CAROLINA. THIS CONTRACT SHALL
NOT DIRECTLY OR INDIRECTLY OR CONTINGENTLY OBLIGATE THE COUNTY TO
MARE ANY PAYMENTS BEYOND THOSE APPROPRIATED IN THE SOLE DISCRETION
OF THE COUNTY FOR ANY FISCAL YEAR IN WHICH THIS CONTRACT SHALL BE
IN EFFECT. NO DEFICIENCY JUDGMENT MAY BE RENDERED AGAINST THE
COUNTY IN ANY ACTION FOR BREACH OF A CONTRACTUAL OBLIGATION UNDER
THIS CONTRACT AND THE TAXING POWER OF THE COUNTY IS NOT AND MAY NOT
BE PLEDGED DIRECTLY OR INDIRECTLY OR CONTINGENTLY TO SECURE ANY
MONEYS DUE UNDER THIS CONTRACT.
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No provision of this Contract shall be construed to pledge or
to create a lien on any class or source of the County' s moneys, nor
shall any provision of this Contract restrict the future issuance
of any of the County' s bonds or obligations payable from any class
or source of the County' s moneys. To the extent of any conflict
between this Section and any other provision of this Contract, this
Section shall take priority.
SECTION 13 . MISCELLANEOUS
13 . 1 Lender' s Service as Escrow Agent. (a) The Lender, in its
role as escrow agent with respect to the Construction Fund may
act in reliance upon any writing or instrument or signature which
it, in good faith, believes to be genuine and may assume the
validity and accuracy of any statement or assertion contained in
such a writing or instrument. The Lender, as escrow agent, shall
not be liable in any manner for the sufficiency or correctness as
to form, manner, execution or validity of any instrument nor as to
the identity, authority, or right of any person executing the same;
and its duties as escrow agent hereunder shall be limited to the
receipt of such moneys, instruments or other documents received by
it, and for the disposition of the same in accordance herewith.
(b) If the County and the Lender, as escrow agent, shall be
in a bona fide disagreement about the interpretation of this
Contract, or about the rights and obligations of, or the propriety
of any action contemplated by, the Lender hereunder, the Lender
may, but shall not be required to, bring an appropriate civil
action to resolve the disagreement. The Lender shall be fully
protected in suspending all or any part of its activities as escrow
agent under this Contract until a final judgment in such action is
received.
(c) The Lender, at its own expense, may consult with counsel
of its own choice and shall have full and complete authorization
and protection with the opinion of such counsel. The Lender, as
escrow agent, shall otherwise not be liable for any mistakes of
fact or errors of judgment, or for any acts or omissions of any
kind unless caused by its negligence or willful misconduct.
(d) The Lender shall receive no separate compensation for its
services as escrow agent under this Contract.
13 .2 Waiver. No covenant or condition of this Contract can
be waived except by the written consent of the Lender. Any failure
of the Lender to require strict performance by the County or any
waiver by the Lender of any terms, covenants or agreements herein
shall not be construed as a waiver of any other breach of the same
or any other term, covenant or agreement herein.
19
13 .3 Severability. In the event any portion of this Contract
shall be determined to be invalid under any applicable law, such
provision shall be deemed void and the remainder of this Contract
shall continue in full force and effect.
13 .4 Governing Law. This Contract shall be construed,
interpreted and enforced in accordance with the laws of the State
of North Carolina.
13 .5 Notices. Any and all notices, requests, demands, and
other communications given under or in connection with this
Contract shall be effective only if in writing and either
personally delivered or mailed by registered or certified mail,
postage prepaid, return receipt requested, addressed as follows:
If to the Lender, address to:
NationsBank, N.A.
Commercial Loan Department
P.O. Box 570
Chapel Hill, NC 27514-0570
Attention: Ms. Denise Corey
Vice President
If to the County, address to:
County of Orange, North Carolina
P.O. Box 8181
Hillsborough, North Carolina 27278
Attention: Mr. Kenneth T. Chavious
Finance Director
13 .6 Section Headings. All section headings contained herein
are for convenience of reference only and are not intended to
define or limit the scope of any provision of this Contract.
13 . 7 Entire Agreement. This Contract, together with the
schedules hereto, constitutes the entire agreement between the
parties and this Contract shall not be modified, amended, altered
or changed except by written agreement signed by the parties.
13 . 8 Binding Effect. Subject to the specific provisions of
this Contract, this Contract shall be binding upon and inure to the
benefit of the parties and their respective successors and assigns.
13 .9 Time. Time is of the essence of this Contract and each
and all of its provisions.
13 .10 Execution in Counterparts. This Contract may be
executed in any number of counterparts, each of which shall be an
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4
original and all of which shall constitute but one and the same
instrument.
IN WITNESS WHEREOF, the parties hereto have caused this
Contract to be executed as of the day and year first above written.
NATIONSBANR, N.A.
By:
Vice President
COUNTY OF ORANGE, NORTH CAROLINA
ATTEST:
By:
Chairman,
Board of Commissioners
Clerk to the Board
of Commissioners
[SEAL]
This instrument has been pre-audited in the manner required by the
Local Government Budget and Fiscal Control Act.
Finance Director
Approved as to form:
County Attorney
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EXHIBIT A
TAX CERTIFICATE
[Attached]
MMIBIT B
LEGAL DESCRIPTION OF THE SITE
[Attached]
23
EXHIBIT C
Insurance Reauirementg
The County shall obtain such insurance or evidence of insurance as
Lender may reasonably require, including, but not limited to, the
following:
1. Builder' s Risk Insurance. Builder' s risk insurance
with standard non-contributing mortgagee clauses and standard
waiver of subrogation clauses, such insurance to be in such
amounts and form and by such companies as shall be approved by
Lender, certificates of which policies (together with
appropriate endorsements thereto, evidence of payment of
premiums thereon and written agreement by the insurer or
insurers therein to give Lender thirty (30) days' prior
written notice of intention to cancel or modify) shall be
promptly delivered to Lender, said insurance coverage to be
kept in full force and effect at all times until the insurance
described in the following subparagraphs is obtained.
2 . _Hazard Insurance. Fire and extended coverage
insurance, and such other hazard insurance as Lender may
require with standard non-contributing mortgagee clauses and
standard waiver of subrogation clauses, such insurance to be
in such amounts and forth and by such companies as shall be
approved by Lender, the certificates or originals of which
policies (together with appropriate endorsements thereto,
evidence of payment of premiums thereon and written agreement
by the insurer or insurers therein to give Lender thirty (30)
days' prior written notice of intention to cancel or modify)
shall be promptly delivered to Lender upon completion of
construction of the Project and before any portion of the
Project is occupied by the County or any other person or
entity, with such insurance to be kept in full force and
effect at all times thereafter until the repayment in full of
the Financing Proceeds.
3 . Public Liability an Worker's Compensation Insurance.
Certificates from insurance companies indicating that the
County and the general contractor employed in connection with
the construction of the Project are covered by public
liability and worker's compensation insurance to the
satisfaction of Lender.
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FJMIBIT D
CERTIFICATE OF RESOLUTIONS
[Attached]