HomeMy WebLinkAboutA010 - Draft Fourth Supplemental Indenture of Trust FOURTH SUPPLEMENTAL
INDENTURE OF TRUST
Dated as of October 1, 2019
Among
CITY OF AMES, IOWA
as the"Issuer"
and
Wells Fargo Bank,National Association
as the"Trustee" and"Paying Agent/Registrar"
and
Mary Greeley Medical Center
as the"Hospital"
Relating To The
Issuance of the Issuer's
$35,000,000
Hospital Revenue Bonds (Mary Greeley Medical Center),
Series 2019
DORSEY & WHITNEY LLP
801 GRAND, SUITE 4100
DES MOINES, IA 50309-2790
(515) 283-1000 FAX: (515) 283-1060
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TABLE OF CONTENTS
This Table of Contents is not a part of this Fourth Supplemental Indenture of Trust and is
provided only for convenience of reference.
ARTICLE I DEFINITIONS ............................................................................................................3
Section1.01. Definitions....................................................................................................3
Section1.02. Interpretation................................................................................................5
ARTICLE II THE SERIES 2019 BONDS ......................................................................................6
Section 2.01. Authorization of Series 2019 Bonds............................................................6
Section 2.02. Terms of the Series 2019 Bonds..................................................................6
Section 2.03. Form of the Series 2019 Bonds....................................................................7
Section 2.04. Execution of the Series 2019 Bonds............................................................7
ARTICLE III ISSUANCE OF SERIES 2019 BONDS; APPLICATION OF PROCEEDS...........8
Section 3.01. Issuance of the Series 2019 Bonds...............................................................8
Section 3.02. Application of Proceeds of the Series 2019 Bonds and Other Funds..........9
Section 3.03. Series 2019 Project Fund.............................................................................8
ARTICLE IV REDEMPTION OF SERIES 2019 BONDS...........................................................I I
Section 4.01. Terms of Redemption of Series 2019 Bonds;Notice of Redemption. ......l l
Section 4.02. Partial Redemption of Series 2019 Bonds.................................................12
Section 4.03. Purchase in Lieu of Redemption................................................................12
Section 4.04. Bond Sinking Fund Deposits—Mandatory Deposits.................................12
ARTICLE V DEPOSITS TO FUNDS............................ ..............................................................14
Section5.01. Interest Fund. .............................................................................................14
Section 5.02. Bond Sinking Fund....................................................................................14
Section 5.03. Debt Service Reserve Fund........................................................................15
Section 5.04. Series 2019 Rebate Fund. ..........................................................................15
ARTICLE VI FORM OF SERIES 2019 BONDS.........................................................................17
Section 6.01. Form of Series 2019 Bonds........................................................................17
ARTICLE VII SERIES 2019 BOND COVENANTS ...................................................................25
Section 7.01. Application of Series 2011 Bond Covenants.............................................25
Section 7.02. Merger, Consolidation, Sale or Conveyance. ............................................25
Section 7.03. Continuing Covenant Agreement. .............................................................25
Section 7.04. Financial Reporting and Records...............................................................25
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ARTICLE VIII MISCELLANEOUS ............................................................................................27
Section 8.01. Limitation of Rights to Parties and Bond Owners.....................................27
Section 8.02. Severability of Invalid Provisions..............................................................27
Section 8.03. Applicable Provisions of Law....................................................................27
Section 8.04. Execution in Several Counterparts.............................................................27
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FOURTH SUPPLEMENTAL
INDENTURE OF TRUST
THIS FOURTH SUPPLEMENTAL INDENTURE OF TRUST, made and dated as of
October 1, 2019 (the "Fourth Supplemental Indenture"), by and among the City of Ames, Iowa
(the "Issuer"), Wells Fargo Bank, National Association (formerly Wells Fargo Bank Iowa,
National Association), as trustee (the "Trustee") and paying agent/registrar (the "Paying
Agent/Registrar") and Mary Greeley Medical Center(the "Hospital').
WITNESSETH:
WHEREAS, the Hospital is a hospital and "city enterprise" organized and existing under
the laws of the State of Iowa; and
WHEREAS, pursuant to that certain Indenture of Trust dated as of June 1, 2003 (the
"Original Indenture" among the Issuer, the Hospital and the Trustee, the Issuer has heretofore
issued its $29,385,000 principal amount of Hospital Revenue Refunding Bonds (Mary Greeley
Medical Center), Series 2003 (the "Series 2003 Bonds") for the purpose of (i) refunding the
Series 1992 Bonds (as defined in the Original Indenture) and the Series 1993 Bonds (as defined
in the Original Indenture); (ii) funding a debt service reserve fund; and (iii) paying the costs of
issuance of the Series 2003 Bonds and costs related thereto; and
WHEREAS, provisions were made in the Original Indenture for the Issuer, on behalf of
the Hospital, to incur Additional Indebtedness from time to time which shall be equally and
ratably secured by the Indenture (as defined herein) with the Series 2003 Bonds and all other
Additional Indebtedness without preference, priority or distinction of any such Additional
Indebtedness or Series 2003 Bonds over any other such Additional Indebtedness or Series 2003
Bonds except as provided in the Indenture with respect to the Debt Service Reserve Fund; and
WHEREAS, pursuant to the Original Indenture, as supplemented and amended by the
First Supplemental Indenture of Trust dated as of October 1, 2011 (the "First Supplemental
Indenture") among the Issuer, the Hospital and the Trustee, the Issuer has heretofore issued its
$65,000,000 principal amount of Hospital Revenue Bonds (Mary Greeley Medical Center),
Series 2011 (the "Series 2011 Bonds") for the purpose of(i) financing a portion of the costs of
the Project (as defined in the First Supplemental Indenture) (the "Series 2011 Project") and
(ii) paying related costs of issuance of the Series 2011 Bonds; and
WHEREAS, pursuant to the Original Indenture, as supplemented and amended by the
First Supplemental Indenture and Second Supplemental Indenture of Trust dated as of November
1, 2012 (the "Second Supplemental Indenture") among the Issuer, the Hospital and the Trustee,
the Issuer has heretofore issued its $26,000,000 principal amount of Hospital Revenue Bonds
(Mary Greeley Medical Center), Series 2012 (the "Series 2012 Bonds") for the purpose of(i)
refunding the Series 2003 Bonds, (ii) financing a portion of the costs of the Series 2011 Project,
and(iii) paying related costs of issuance of the Series 2012 Bonds; and
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WHEREAS, pursuant to the Original Indenture, as supplemented and amended by the
First Supplemental Indenture, the Second Supplemental Indenture and the Third Supplemental
Indenture of Trust dated as of June 1, 2016 (the "Third Supplemental Indenture") among the
Issuer, the Hospital and the Trustee, the Issuer has heretofore issued its $64,790,000 principal
amount of Hospital Revenue Refunding Bonds (Mary Greeley Medical Center), Series 2016 (the
"Series 2016 Bonds") for the purpose of (i) refunding the Series 2011 Bonds and (ii) paying
related costs of issuance of the Series 2016 Bonds; and
WHEREAS, it is deemed necessary and advisable that the Issuer borrow money and issue
its $35,000,000 principal amount of Hospital Revenue Bonds (Mary Greeley Medical Center),
Series 2019 (the "Series 2019 Bonds") for the purpose of(i) financing a portion of the costs of
the Series 2019 Project (as defined herein), and (ii) paying costs of issuance of the Series 2019
Bonds and costs related thereto; and
WHEREAS, the Issuer intends to issue its Series 2019 Bonds pursuant to this Fourth
Supplemental Indenture and the Original Indenture (the Original Indenture as supplemented and
amended by the First Supplemental Indenture, the Second Supplemental Indenture, the Third
Supplemental Indenture and this Fourth Supplemental Indenture and as further amended and
supplemented from time to time is herein referred to as the"Indenture"); and
WHEREAS, Section 9.02(h) of the Original Indenture authorizes the execution and
delivery of supplemental indentures without the consent of the-Owners of the Bonds, to provide
for the issuance of Additional Indebtedness; and
WHEREAS, the execution and delivery of this Fourth Supplemental Indenture and the
issuance of the Series 2019 Bonds under the Act have been in all respects duly and validly
authorized by resolution duly passed and approved by the Issuer;and
WHEREAS, all acts and proceedings required by law necessary to constitute this Fourth
Supplemental Indenture a valid and binding agreement for the uses and purposes herein set forth,
in accordance with its terms, have been done and taken, and the execution and delivery of this
Fourth Supplemental Indenture have been in all respects duly authorized;
THIS FOURTH SUPPLEMENTAL INDENTURE WITNESSETH, that the Original
Indenture (as previously supplemented and amended) is hereby supplemented and amended as
hereinafter provided and the Issuer and the Hospital do hereby covenant to and agree with the
Trustee, for the benefit of the respective Owners from time to time of the Bonds, as follows:
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ARTICLE I
DEFINITIONS
Section 1.01. Definitions.
The terms used in this Fourth Supplemental Indenture, unless the context clearly requires
otherwise, shall have the same meanings as set forth in the Original Indenture as supplemented
and amended by the First Supplemental Indenture, the Second Supplemental Indenture and the
Third Supplemental Indenture. In addition, unless the context otherwise requires, the terms
defined in this Section shall, for all purposes of this Fourth Supplemental Indenture, have the
meanings herein specified, to be equally applicable to both the singular and plural forms of any
of the terms herein defined.
"Default Rate"means [the base interest rate of % plus 4.00%].
"First Supplemental Indenture" means the First Supplemental Indenture of Trust dated as
of October 1, 2011, among the Issuer, the Hospital and the Trustee.
"Fourth Supplemental Indenture" means this Fourth Supplemental Indenture of Trust
dated as of October 1, 2019 among the Issuer, the Hospital and the Trustee.
"Indenture" means the Original Indenture as supplemented and amended by the First
Supplemental Indenture, the Second Supplemental Indenture, the Third Supplemental Indenture
and the Fourth Supplemental Indenture and as it may from time to time be supplemented,
modified or amended by any Supplemental Indenture.
"Interest Payment Date" means, with respect to the Series 2019 Bonds, the fifteenth day
of each month (or, if such day is not a Business Day, on the next succeeding Business Day),
commencing [November 15, 2019], to and through the Maturity Date. [confirm monthly or
semiannual]
"Maturity Date"means, with respect to the Series 2019 Bonds, June 15, 2034.
"Official Statement" shall mean the Official Statement, dated May 11, 2016 relating to
the Series 2016 Bonds.
"Original Indenture" means the Indenture of Trust among the Issuer, the Hospital and the
Trustee dated as of June 1, 2003.
"Original Purchaser" means DNT Asset Trust, a Delaware statutory trust, which is a
wholly owned subsidiary of JPMorgan Chase Bank, National Association, the original purchaser
of the Series 2019 Bonds.
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"Record Date" means, with respect to the Series 2019 Bonds, the first day of [each
month immediately preceding an Interest Payment Date] [each June and December]
(whether or not such day is a Business Day).
"Second Supplemental Indenture" means the Second Supplemental Indenture of Trust
dated as of November 1, 2012 among the Issuer, the Hospital and the Trustee.
"Series 2012 Bonds" means the Issuer's $26,000,000 Hospital Revenue Bonds (Mary
Greeley Medical Center), Series 2012.
"Series 2016 Bonds" means the Issuer's $64,790,000 Hospital Revenue Refunding Bonds
(Mary Greeley Medical Center), Series 2016.
"Series 2019 Bonds" means the Issuer's $35,000,000 Hospital Revenue Bonds (Mary
Greeley Medical Center), Series 2019.
"Series 2019 Closing Date" means, with respect to the Series 2019 Bonds, the date on
which the Series 2019 Bonds are delivered to the Original Purchaser thereof in exchange for
payment of the purchase price therefor.
"Series 2019 Cost of Issuance Fund" means the fund established by Section 5.05 of this
Fourth Supplemental Indenture.
"Series 2019 Project" means the acquisition, construction, equipping, furnishing,
expanding and remodeling portions of the existing hospital facilities, including the
medical/surgical area, children/maternal services and NICU departments, behavioral health
department, inpatient rehabilitation and other areas of the hospital facilities located at the
Hospital's campus at 1111 Duff Avenue,Ames, Iowa.
"Series 2019 Project Fund" means the fund by that name established pursuant to Section
3.03 of this Fourth Supplemental Indenture.
"Series 2019 Rebate Fund" means the fund established by Section 5.04 of this Fourth
Supplemental Indenture.
"Series 2019 Tax Exemption Agreement" means the Tax and Arbitrage Certificate dated
as of the Series 2019 Closing Date of the Issuer and the Hospital.
"Special Record Date"means the date established by the Trustee pursuant to Section 2.02
hereof as the record date for the payment of defaulted interest on Series 2019 Bonds.
"Third Supplemental Indenture" means the Third Supplemental Indenture of Trust dated
as of June 1, 2016 among the Issuer,the Trustee and the Hospital.
"Written Request" means a request in writing of the Hospital signed by an Authorized
Representative.
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Section 1.02. Interpretation.
(a) Unless the context otherwise indicates, words expressed in the singular shall
include the plural and vice versa and the use of the neuter, masculine, or feminine gender is for
convenience only and shall be deemed to mean and include the neuter, masculine or feminine
gender, as appropriate.
(b) Headings of articles and sections herein and the table of contents hereof are solely
for convenience of reference, do not constitute a part hereof and shall not affect the meaning,
construction or effect hereof.
(c) All references herein to "Articles," "Sections" and other subdivisions are to the
corresponding Articles, Sections or subdivisions of this Indenture; the words "herein," "hereof,"
"hereby," "hereunder" and other words of similar import refer to this Indenture as a whole and
not to any particular Article, section or subdivision hereof.
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ARTICLE II
THE SERIES 2019 BONDS
Section 2.01. Authorization of Series 2019 Bonds.
The Series 2019 Bonds are authorized to be issued hereunder in order to borrow money
to pay a portion of the cost of the Series 2019 Project and to pay costs of issuance related thereto.
The Series 2019 Bonds shall be issued in the par amount of$35,000,000.
The Indenture constitutes a continuing agreement with the registered Owners from time
to time of the Series 2019 Bonds to secure the full payment of the principal of and interest on all
such Series 2019 Bonds subject to the covenants, provisions and conditions herein contained.
Section 2.02. Terms of the Series 2019 Bonds.
The Series 2019 Bonds shall be originally issued as a single fully registered Bond in the
principal amount of $35,000,000, without coupons, lettered R-1. The Series 2019 Bonds, as
originally issued will not be subject to the Book-Entry System referred to in Section 2.10 of the
Original Indenture. The Series 2019 Bonds shall be registered in the name of the Original
Purchaser.
The Series 2019 Bonds shall be dated as of the Series 2019 Closing Date and shall mature
on June 15, 2034 and shall bear interest from their date, payable monthly on the fifteenth day of
each month, commencing [November 15,2019] at the rate of %per annum.
Interest on the Series 2019 Bonds shall be calculated on the basis of a 360-day year
having twelve 30-day months.
Each Series 2019 Bond shall bear interest from and including the date of its initial
authentication and delivery by the Paying Agent/Registrar until payment of the principal thereof
shall have been made or provided for at the rates set out above. The interest so payable on any
Interest Payment Date will be paid to the persons in whose names the Series 2019 Bonds are
registered at the close of business on the Record Date for such Interest Payment Date, except as
provided below.
Any interest not so punctually paid or duly provided for shall forthwith cease to be
payable to the registered Owner on such Record Date and shall be paid to the person in whose
name the Series 2019 Bond is registered at the close of business on a Special Record Date for the
payment of such defaulted interest to be fixed by the Paying Agent/Registrar, notice whereof
being given by the Paying Agent/Registrar to the Owners not less than 10 days prior to such
Special Record Date.
Interest shall be paid by the Paying Agent/Registrar on the date such interest is due to
each Owner at the address shown on the registration books maintained by the Paying
Agent/Registrar pursuant to Section 2.07 of the Original Indenture, and such payment shall be
transmitted by wire transfer to a bank account maintained by such Owner in the United States of
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America and designated in written instructions given to the Paying Agent/Registrar as of the
Record Date preceding each Interest Payment Date.
The principal on this Bond payable upon redemption or maturity shall be paid by wire
transfer to a bank account maintained by the registered owner as such registered owner shall
have furnished to the Trustee in writing prior to the payment date.
The Series 2019. Bonds shall be subject to redemption as provided in Article IV of the
Fourth Supplemental Indenture.
Section 2.03. Form of the Series 2019 Bonds.
The Series 2019 Bonds, the certificate of authentication and the form of assignment shall
be substantially in the respective forms thereof set forth in Section 6.01 hereof and consistent
with the Indenture.
All Series 2019 Bonds shall be in fully registered form, and the Owner of a Series 2019
Bond shall be regarded as the absolute owner thereof for all purposes of the Indenture.
Section 2.04. Execution of the Series 2019 Bonds.
The Series 2019 Bonds shall be executed in the name and on behalf of the Issuer with the
manual or facsimile signature of the Mayor, and shall be attested by the manual or facsimile
signature of its City Clerk. The City Treasurer's Certificate appearing on each Series 2019 Bond
shall be executed by the manual or facsimile signature of the City Treasurer. The Series 2019
Bonds shall then be delivered to the Paying Agent/Registrar for authentication by it on the date
of issuance. In case any of the officers who shall have signed or attested any of the Series 2019
Bonds shall cease to be such officer or officers of the Issuer before the Series 2019 Bonds so
signed or attested shall have been authenticated or delivered by the Paying Agent/Registrar, or
issued by the Issuer, such Series 2019 Bonds may nevertheless be authenticated, delivered and
issued and, upon such authentication, delivery and issue, shall be as binding upon the Issuer as
though those who signed and attested the same had continued to be such officers of the Issuer,
and also any Series 2019 Bond may be signed and attested on behalf of the Issuer by such
persons as at the actual date of execution of such Series 2019 Bond shall be the proper officers of
the Issuer although at the nominal date of such Series 2019 Bond any such person shall not have
been such officer of the Issuer.
Only those Series_ 2019 Bonds that bear thereon a certificate of authentication
substantially in the form hereinbefore recited, manually executed by the Paying Agent/Registrar,
shall be valid or obligatory for any purpose or entitled to the benefits of this Indenture, and such
certificate of the Paying Agent/Registrar shall be conclusive evidence that the Series 2019 Bonds
so authenticated have been duly executed, authenticated and delivered hereunder and are entitled
to the benefits of this Indenture.
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ARTICLE III
ISSUANCE OF SERIES 2019 BONDS; APPLICATION OF PROCEEDS
Section 3.01. Issuance of the Series 2019 Bonds.
Upon execution of this Fourth Supplemental Indenture,the Issuer shall execute and, upon
satisfaction of the conditions set forth in this Section, the Paying Agent/Registrar shall
authenticate and, upon request of the Issuer, deliver the Series 2019 Bonds in the principal
amount of $35,000,000 to the Original Purchaser in exchange for the purchase price thereof.
Prior to the authentication and delivery of the Series 2019 Bonds by the Paying Agent/Registrar,
there shall have been filed with the Trustee each of the following:
(a) A copy of this Fourth Supplemental Indenture, duly executed;
(b) A copy of duly executed approving opinions of Bond Counsel and Counsel to the
Issuer and the Hospital, addressed to the Trustee, the. Hospital, the Issuer and the Original
Purchaser.
Section 3.02. Application of Proceeds of the Series 2019 Bonds and Other Funds.
A. Series 2019 Bond Proceeds. The proceeds from the sale of the Series 2019 Bonds shall be
delivered to the Trustee on the Series 2019 Closing Date and deposited as follows:
(i) in the Series 2019 Project Fund, the amount of $ to be
applied as provided in Section 3.03 hereof to pay costs of the Series 2019 Project
(including costs of issuance); and
(ii) in the Series 2019 Costs of Issuance Fund, the amount of$ to be
applied as provided in Section 5.05 hereof to pay Costs of Issuance.
B. Other Funds.
[Insert if any other funds]
Section 3.03. Series 2019 Project Fund.
There is hereby created and established with the Trustee a trust fund to be designated
"Series 2019 Project Fund -Mary Greeley Medical Center" (the "Series 2019 Project Fund")
which shall be expended in accordance herewith. The Trustee shall, from time to time, establish
such accounts in the Series 2019 Project Fund as may be requested by the Borrower. Moneys
received from the investment of moneys in the Series 2019 Project Fund shall be retained in the
Series 2019 Project Fund.
(a) Disbursements from the Series 2019 Project Fund. Money on deposit in the
Series 2019 Project Fund shall be paid out from time to time by the Trustee to or upon the
Written Request of the Hospital in order to pay or as reimbursement to the Hospital for payments
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made by it for the costs of acquiring, constructing and/or installing the Series 2019 Project (not
paid or reimbursed from the proceeds of the Series 2019 Bonds), including the following
purposes (but, subject to the provisions of subparagraph(d) hereof, for no other purposes):
(1) Payment or reimbursement to the Hospital of such amounts as shall be
necessary to pay for or reimburse the Hospital for expenditures in connection with (i) the
preparation of plans and specifications for the Series 2019 Project (including any
preliminary study or planning of the Series 2019 Project or any aspect thereof), and
payment of any architectural, engineering or supervisory fees and expenses and (ii) any
other costs and expenses relating to the Series 2019 Project;
(2) Payment of expenses incurred in seeking to enforce any remedy against
any contractor or subcontractor in respect of any default under a contract relating to any
of the Series 2019 Project; and
(3) Payment of any other costs and>_expenses relating to the Series 2019
Project.
(b) Written Request of the Hospital for payments from the Series 2019 Project Fund.
Money on deposit in the Series 2019 Project Fund shall be paid out from time to time by the
Trustee to or upon the order of the Hospital in each case upon receipt by the Trustee of a Written
Request of the Hospital: (A) Stating that costs of an aggregate amount set forth in such Written
Request have been made or incurred and were necessary for the construction, acquisition and/or
installation of the Series 2019 Project and were made or incurred in accordance with the
construction contracts or purchase orders therefor then in effect; (B) Stating that the amount
paid or to be paid, as set forth in such Written Request, is reasonable and represents a part of the
amount payable for the costs of construction, acquisition and/or installation of the Series 2019
Project and that such payment was not paid in advance of the time, if any, fixed for payment and
was made in accordance with the terms of any contracts or purchase orders applicable thereto
and in accordance with usual and customary practice under existing conditions; and (C) Stating
that no part of the said costs of the Series 2019 Project was included in any Written Request
previously filed with the Trustee under the provisions hereof or similar provisions in the Fourth
Supplemental Indenture relating to the Series 2019 Project Fund.
(c) Disposition of Series 2019 Project Fund Money After Completion. If after
payment by the Trustee of all orders theretofore tendered to the Trustee under the provisions of
subparagraph (b) of this Section 3.03 there shall remain any balance of money in the Series 2019
Project Fund, such money shall be deposited as follows: (1) if less than 95% of the net proceeds
of the Series 2019 Bonds have been expended to pay the costs of construction, acquisition and/or
installation of the Series 2019 Project, the excess money in the Series 2019 Project Fund shall be
transferred to the Redemption Fund and shall be deposited into a separate subaccount therein
created by the Trustee, invested in Investment Securities having a yield no greater than the yield
on the Series 2019 Bonds, and applied to redemption of Series 2019 Bonds pursuant to Section
4.01 hereof on the first date on which such Series 2019 Bonds may be redeemed without
premium, or (2) the excess money in the Series 2019 Project Fund shall be transferred to the
Bond Sinking Fund.
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(d) Investment of Series 2019 Project Fund Money. Money on deposit in the Series
2019 Project Fund may be invested only in Investment Securities and the income therefrom
shall be credited to the Series 2019 Project Fund.
Money on deposit in the Series 2019 Project Fund may be used to pay costs of issuance
of the Series 2019 Bonds upon Written Request of the Hospital.
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ARTICLE IV
REDEMPTION OF SERIES 2019 BONDS
Section 4.01. Terms of Redemption of Series 2019 Bonds;Notice of Redemption.
(a) The Series 2019 Bonds are subject to mandatory redemption by lot at 100 percent
of the principal amount thereof to be redeemed, plus accrued interest to the redemption date in
accordance with the mandatory Bond Sinking Fund schedule set forth in Section 4.04 hereof.
(b) The Series 2019 Bonds are subject to redemption by the Issuer at the option of
the Hospital [on June 15, 2026] and on any date thereafter in whole or in part in such amounts
and maturities as designated by the Hospital and within any maturity randomly or other method
deemed fair by the Trustee, at par, without premium.
(c) The Series 2019 Bonds are subject to redemption in whole or in part as
designated by the Hospital by lot or other method deemed fair by the Trustee, at a redemption
price equal to the principal amount thereof, together with interest accrued thereon to the date
fixed for redemption, and without premium, in the event that the Hospital Facilities or any
portion thereof, are destroyed by fire or other casualty or condemned or taken by eminent
domain, and such damage, destruction or taking is estimated to equal or exceed five percent
(5%) of the Book Value of the Hospital Facilities. In the event of such damage, destruction,
condemnation or taking, the Issuer has the option (at the direction of the Hospital) to apply the
applicable insurance or condemnation proceeds to the prepayment of its obligations thereunder,
in whole or in part, which moneys will be deposited in the Redemption Fund and applied to the
redemption of the Bonds. If Additional Indebtedness is issued on a parity with the Bonds, such
insurance or condemnation proceeds will be apportioned among the Bonds and the Additional
Indebtedness in proportion to the respective outstanding amounts thereof.
(d) Notice of redemption shall be made by electronic means or mailed, by first class
mail, not less than forty-five (45) days nor more than sixty (60) days before such redemption
date, to the Owners of any Series 2019 Bonds designated for redemption at their addresses
appearing on the registration books maintained by the Paying Agent/Registrar. Each notice of
redemption shall 'state the redemption date, the place or places of redemption, if fewer than all of
the Series 2019 Bonds are to be redeemed, the distinctive number of the Series 2019 Bonds to be
redeemed, and in the case of Series 2019 Bonds to be redeemed in part only, the respective
portions of the principal amount thereof to be redeemed. Each such notice shall also state that on
said date there will become due and 'payable on each of said Series 2019 Bonds the principal
thereof or of said specified portion of the principal thereof in the case of a Series 2019 Bond to
be redeemed in part only, and that from and after such redemption date interest thereon shall
cease to accrue, and shall require that such Series 2019 Bonds be then surrendered. Neither
failure to receive such notice so mailed nor any defect in notice so mailed shall affect the
sufficiency of the proceedings for the redemption of the Series 2019 Bonds to be redeemed.
Notice of redemption of Series 2019 Bonds shall be given by the Paying Agent/Registrar, at the
expense of the Hospital, for and on behalf of the Issuer.
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Section 4.02. Partial Redemption of Series 2019 Bonds.
The Series 2019 Bonds in denominations larger than $5,000 may be redeemed in integral
multiples of$5,000. Upon surrender of any Bond redeemed in part only, the Issuer shall execute
and the Paying Agent/Registrar shall authenticate and deliver to the registered Owner thereof, at
no expense to the Owner, a new Bond or Bonds of Authorized Denominations equal in aggregate
principal amount to the unredeemed Portion of the Bond surrendered. Costs of printing and/or
authentication of new Bonds shall be paid by the Hospital. If there is a partial redemption of the
Bonds the Trustee shall make the appropriate adjustments required in the Bonds as directed by
the Hospital.
In the event of any partial redemption of the Series 2019 Bonds pursuant to this Section,
the mandatory Bond Sinking Fund redemption payments relating to the Series 2019 Bonds shall
be reduced in the inverse order thereof. The Trustee shall (in such manner as it in its sole
discretion shall choose) adjust the amount of each such reduction in required Bond Sinking Fund
redemption payment, so that each such required Bond Sinking Fund redemption payment is
made in integral amounts of$5,000.
Section 4.03. Purchase in Lieu of Redemption.
In lieu of redeeming Bonds pursuant to Section 4.01 the Trustee may, at the request of the
Hospital, use funds on deposit in the Redemption Fund to purchase the Series 2019 Bonds at a
price not exceeding the redemption price then applicable hereunder.
Section 4.04. Bond Sinking Fund Deposits-Mandatory Deposits.
With respect to the payment of Series 2019 Bonds by maturities or mandatory
redemption through the Bond Sinking Fund, the Issuer shall have on deposit in the Bond Sinking
Fund moneys in the amounts and at the times, respectively, as follows:
June 15 of Principal June 15 of Principal
the Year Amount the Year Amount
2020 $1,405,000 2028 $2,420,000
2021 $1,965,000 2029 $2,490,000
2022 $2,025,000 2030 $2,565,000
2023 $2,085,000 2031 $2,640,000
2024 ;,$2,150,000 2032 $2,720,000
2025 $2215,000 2033 $2,805,000
2026 $2,280,000 2034 $2,885,000
2027 $2,350,000
provided, that such amounts shall be reduced (a) by the amount of Series 2019 Bonds acquired
and delivered in accordance with Section 4.03 hereof in satisfaction of such Bond Sinking Fund
requirements, and (b) in connection with a partial redemption of Series 2019 Bonds in the
manner provided in the last paragraph of Section 4.02 and Section 4.03 hereof. Moneys on
deposit in the Bond Sinking Fund on June 15, 2034 shall be applied to the payment of the Series
2019 Bonds maturing on such date which have not been previously redeemed. Moneys on
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deposit in the Bond Sinking Fund on June 15 of the years 2020 through 2033 shall be applied to
redemption of a portion of the Series 2019 Bonds maturing on June 15, 2034. Payment or
redemption of the Series 2019 Bonds through the Bond Sinking Fund shall be without premium.
In the event the Series 2019 Bonds maturing on a specific date as aforesaid have been fully paid
and moneys are on deposit in the Bond Sinking Fund to redeem Series 2019 Bonds maturing on
that specific maturity date, then such moneys on deposit in the Bond Sinking Fund shall be
applied to Series 2019 Bonds maturing on the next succeeding maturity date in the order above
set forth. The Series 2019 Bonds shall be redeemed by the Trustee pursuant to the provisions of
this paragraph without any notice from or direction by the Issuer or the Hospital.
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ARTICLE V
DEPOSITS TO FUNDS
Section 5.01. Interest Fund.
Section 5.04 of the Original Indenture provided for the establishment and maintenance by
the Trustee of the Interest Fund for the payment of the interest on the Bonds.
From and after the issuance of the Series 2019 Bonds and as long as the Series 2019
Bonds are outstanding, in addition to the payments required to be made into the Interest Fund by
the Indenture with respect to interest of any Bonds currently Outstanding, the Hospital shall
deposit, from the Net Revenues, additional amounts into the Interest Fund for the payment of
interest on the Series 2019 Bonds, on or before the [loth day] of each month, commencing
[November 10, 2019], an amount equal to the interest coming due on the Series 2019 Bonds on
the next succeeding Interest Payment Date; provided, however, that no monthly deposit need be
made to the extent that there is a sufficient amount already on deposit in the Interest Fund to pay
interest on the Bonds on the next Interest Payment Date. [CONFORM TO TERMS]
Section 5.02. Bond Sinking Fund.
The Indenture provides for the establishment and maintenance by the Trustee of the Bond
Sinking Fund for the payment of the principal of the Bonds. From and after the issuance of the
Series 2019 Bonds and as long as the Series 2019 Bonds are outstanding, in addition to the
payments required to be made into the Bond Sinking Fund by the Indenture with respect to
principal of any Bonds currently Outstanding,the Hospital shall deposit, from the Net Revenues,
additional amounts into the Bond Sinking Fund for the payment of principal of the Series 2019
Bonds on or before the loth day of each month, commencing with the [1011 day of November,
20191 through and including the loth day of June, 2020 an amount equal to 1/8 of the principal
coming due on the Series 2019 Bonds on June 15, 2020, and thereafter on or before the loth day
of each month, commencing with the 10th day of July, 2020, an amount equal to 1/12 of the
principal coming due on the Series 2019 Bonds on the next succeeding June 15; provided,
however, that no monthly deposit need be made to the extent that there is a sufficient amount
already on deposit in the Bond Sinking Fund to pay principal on the Bonds on the next June 15.
[CONFORM TO TERMS]
In addition to the payments required to be made in Section 5.05 of the Original Indenture
and in Section 5.02 of each of the First Supplemental Indenture, the Second Supplemental
Indenture and the Third Supplemental Indenture, money on deposit in the Bond Sinking Fund,
other than income earned thereon which is to be transferred to other funds created hereunder,
shall be applied by the Trustee to pay principal on the Series 2019 Bonds as it becomes due and
to redeem the Series 2019 Bonds in accordance with the mandatory Bond Sinking Fund
redemption schedule provided for in Section 4.04 hereof. In lieu of such mandatory Bond
Sinking Fund redemption, the Trustee may, at the request of the Hospital, purchase from
amounts on deposit in the Redemption Fund an equal principal amount of Series 2019 Bonds of
the maturity to be redeemed at prices not exceeding the principal amount of the Series 2019
Bonds being purchased plus accrued interest. In addition, the amount of the Series 2019 Bonds
to be redeemed on any date pursuant to the mandatory Bond Sinking Fund redemption schedule
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shall be reduced in inverse order, by the principal amount of the Series 2019 Bonds of the
maturity required to be redeemed which are acquired by the Hospital or the Issuer and delivered
to the Trustee for cancellation or which have been redeemed pursuant to the second paragraph of
Section 4.02 hereof.
As provided in Section 5.05 of the Original Indenture and Section 5.02 of the First
Supplemental Indenture, if and to whatever extent any Additional Indebtedness is issued or
incurred under the conditions and restrictions set forth in this Indenture, provision shall be made
for increasing the payments into the Bond Sinking Fund to meet principal installments of such
Additional Indebtedness when due (whether by maturity or mandatory sinking fund redemption
provisions).
Section 5.03. Debt Service Reserve Fund.
The Original Indenture provided for the establishment and maintenance by the Trustee of
the Debt Service Reserve Fund. A deposit to the Debt Service Reserve Fund will not be made on
the Series 2019 Closing Date and the Series 2019 Bonds shall not be secured by the Debt Service
Reserve Fund.
Section 5.04. Series 2019 Rebate Fund.
The Trustee shall establish and maintain so long as any Series 2019 Bonds are
Outstanding and are subject to a requirement of the Code that arbitrage profits be rebated to the
United States of America, a separate subaccount created in the Rebate Fund established in the
Original Indenture to be known as the "Series 2019 Rebate Fund — Mary Greeley Medical
Center" (the "Series 2019 Rebate Fund"). The Trustee shall make information regarding the
Series 2019 Bonds and investments hereunder available to the Hospital. The Trustee shall make
deposits and disbursements from the Series 2019 Rebate Fund in accordance with the Series
2019 Tax Exemption Agreement pursuant to written instructions from the Hospital, shall invest
the amounts held in the Series 2019 Rebate Fund pursuant to written instructions from the
Hospital and shall deposit income from such investments immediately upon receipt thereof in the
Series 2019 Rebate Fund. Anything,in the Indenture to the contrary notwithstanding, this
Section 5.04 and the Series 2019 Tax Exemption Agreement may be superseded or amended by
new instructions delivered by the Hospital and accompanied by an opinion of Bond Counsel
addressed to the Trustee and the Issuer to the effect that the use of the new instructions will not
cause interest on the Series 2019 Bonds to be included in gross income for federal income tax
purposes.
If a deposit to the Series 2019 Rebate Fund is required as a result of the computations
made or caused to be made by the Hospital, the Hospital shall pay such amount to the Trustee,
together with written direction from the Hospital, and the Trustee shall accept such payment for
deposit into the Series 2019 Rebate Fund. If amounts in excess of that required to be rebated to
the United States of America accumulate in the Series 2019 Rebate Fund, the Trustee shall upon
written direction from the Hospital transfer such amount to the Hospital. Records of the
determinations required by this Section and the instructions must be retained by the Trustee until
six years after the Series 2019 Bonds are no longer outstanding.
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Section 5.05. Series 2019 Costs of Issuance Fund.
There is hereby created and established with the Trustee a trust fund to be designated
"Series 2019 Costs of Issuance Fund—Mary Greeley Medical Center" (the "Series 2019 Costs of
Issuance Fund") which shall be expended in accordance herewith. Initial deposits to the credit of
the Series 2019 Costs of Issuance Fund shall be made pursuant to Section 3.02 hereof. Money
on deposit in the Series 2019 Costs of Issuance Fund shall be paid out from time to time by the
Trustee to or upon the Written Request of the Hospital in order to pay or as reimbursement to the
Hospital for payment of Costs of Issuance. Money on deposit in the Series 2019 Costs of
Issuance Fund may be invested only in Investment Securities and the income therefrom shall be
credited to the Series 2019 Costs of Issuance Fund. Any moneys remaining in the Series 2019
Costs of Issuance Fund after April 1, 2020 shall be transferred to the Interest Fund.
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ARTICLE VI
FORM OF SERIES 2019 BONDS
Section 6.01. Form of Series 2019 Bonds.
The Series 2019 Bonds shall be in substantially the following form with necessary or
appropriate variations, omissions and insertions, as permitted or required by this Indenture:
THE BOND HAS NOT BEEN REGISTERED UNDER THE SECURITIES ACT AND
MAY NOT BE OFFERED OR SOLD WITHIN THE UNITED STATES OR TO U.S.
PERSONS (AS SUCH TERMS ARE DEFINED UNDER THE SECURITIES ACT) EXCEPT
PURSUANT TO AN EXEMPTION FROM, OR IN A TRANSACTION NOT SUBJECT TO,
THE REGISTRATION REQUIREMENTS OF THE SECURITIES ACT. ACCORDINGLY,
THE BOND IS BEING OFFERED AND SOLD ONLY TO (1) "QUALIFIED
INSTITUTIONAL BUYERS" (AS DEFINED IN RULE 144A UNDER THE SECURITIES
ACT) OR (2) TO A LIMITED NUMBER OF OTHER INSTITUTIONAL "ACCREDITED
INVESTORS" (AS DEFINED IN RULE 501(A)(1), (2), (3) OR(7) UNDER THE SECURITIES
ACT) THAT EXECUTE AND DELIVER A LETTER CONTAINING CERTAIN
REPRESENTATIONS AND AGREEMENTS.
UNITED STATES OF AMERICA
STATE OF IOWA
COUNTY OF STORY
CITY OF_AMES, IOWA
HOSPITAL REVENUE BOND
(MARY GREELEY MEDICAL CENTER)
SERIES 2019
R-1 $35,000,000
DATED DATE MATURITY DATE INTEREST RATE CUSIP NO.
October—, 2019 June 15, 2034 [None]
PRINCIPAL AMOUNT: Thirty-Five Million Dollars
REGISTERED OWNER: DNT Asset Trust
The City of Ames, Iowa (the "Issuer"), for value received, hereby promises to pay in
lawful money of the United States of America to the registered owner specified above or
registered assigns, on the maturity date specified above, unless this Bond shall be redeemable
and shall have previously been called for redemption and payment of the redemption price made
or provided for, but solely from the sources hereinafter identified, the principal sum specified
above and to pay interest on such principal amount in like manner, but solely from the sources
hereinafter identified, at the interest rate specified above payable on the fifteenth day of each
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month (the "Interest Payment Dates") commencing [November 15, 20191, until payment of such
principal amount, or provision therefor, shall have been made upon redemption or at maturity.
The principal of this Bond and the premium, if any, payable upon redemption, are payable at the
designated corporate trust office of Wells Fargo Bank, National Association, as Trustee (the
"Trustee").
Interest payments hereon shall be made to the registered owners hereof appearing on the
registration books of the Issuer (the "Bond Register") maintained by the Trustee, as bond
registrar, as of the close of business of the Trustee on the first day of the month immediately
preceding the Interest Payment Date (the "Record Date") and shall be paid to the registered
owner as of the Record Date by wire transfer to a bank account maintained by such registered
owner in the United States of America and designated in written instructions given to the Trustee
at least fifteen days prior to an Interest Payment Date. The principal on this Bond payable upon
redemption or maturity shall be paid by wire transfer to a bank account maintained by the
registered owner as such registered owner shall have furnished to the Trustee prior to the
payment date.
This Bond and the series of which it is a part (the "Series 2019 Bonds") are issued by the
Issuer pursuant to and in strict compliance with the provisions of Division V of Chapter 384 of
the Code of Iowa, and all other laws amendatory thereof and supplemental thereto (the "Act"),
and in conformity with a resolution of the City Council of the Issuer (the "Resolution") and an
Indenture of Trust dated as of June 1, 2003, as supplemented and amended by a First
Supplemental Indenture of Trust dated as of October 1, 2001, a Second Supplemental Indenture
of Trust dated as of November 1, 2012, a Third Supplemental Indenture of Trust dated as of June
1, 2016 and a Fourth Supplemental Indenture of Trust (the "Fourth Supplemental Indenture")
dated as of October 1, 2019 (as supplemented and amended from time to time, the "Indenture")
among the Issuer, Mary Greeley Medical Center (the "Hospital") and the Trustee, and reference
is hereby made to the Resolution and the Indenture for a more complete statement as to the
source of payment of the Series 2019 Bonds and the rights of the owners of the Series 2019
Bonds.
The Series 2019 Bonds are issued for the purpose of providing the proceeds to the
Hospital for the purpose of financing a portion of the cost of a Series 2019 Project (as defined in
the Indenture), refunding the Series 2003 Bonds (as defined in the Indenture) and the funding of
bond issuance expenses. The Series 2019 Bonds are not general obligations of said Issuer, but
the Series 2019 Bonds, together with the Issuer's Hospital Revenue Bonds (Mary Greeley
Medical Center), Series 2012 (the "Series 2012 Bonds"), the Issuer's Hospital Revenue Bonds
(Mary Greeley Medical Center), Series 2016 (the "Series 2016 Bonds"), and certain additional
bonds, notes or other obligations (the "Additional Indebtedness") as may be hereafter issued and
outstanding from time to time ranking on a parity therewith under the conditions set forth in the
Indenture, are payable solely and only out of the future Net Revenues of the Hospital, a sufficient
portion of which has been ordered set aside and pledged for that purpose, and the amounts on
deposit in the funds and accounts pledged to the payment thereof(except the Rebate Fund) held
by the Trustee under the Indenture. The Series 2019 Bonds are not secured by a debt service
reserve fund. This Bond is not payable in any manner by taxation, and under no circumstances
shall the Issuer be in any manner liable by reason of the failure of the said Net Revenues to be
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sufficient for the payment of this Bond and the interest hereon. The Series 2019 Bonds, the
Series 2012 Bonds, the Series 2016 Bonds and any such Additional Indebtedness and the interest
and premium, if any, payable thereon are not obligations of the State of Iowa (the "State"), or of
any political subdivision thereof, other than the Issuer, and are special limited obligations of the
Issuer payable solely from the Net Revenues of the Hospital pledged to their payment pursuant
to the Indenture and other amounts pledged therefor in accordance with the Indenture.
Upon the occurrence of an Event of Default or a Default Event (as defined in the
Indenture), the Interest Rate shall increase to the Default Rate (as defined in the Fourth
Supplemental Indenture), and the sole remedy of the Trustee and the Bondholders is a
proceeding in law or in equity by suit, action or mandamus to enforce and compel performance
of the duties set forth in Division V of the Act and the terms of the Indenture or to obtain the
appointment of a receiver to take possession of and operate the Hospital Facilities and to perform
the duties required by Division V of the Act and the terms of the Indenture.
The Series 2019 Bonds are subject to redemption by the Issuer at the option of the
Hospital on [June 15, 2026] and on any date thereafter in whole or in part in such amounts as
designated by the Hospital by lot or other method deemed fair by the Trustee, at par, plus
accrued interest to the redemption date, without premium. [CONFORM]
The Series 2019 Bonds are entitled to the benefits of a Bond Sinking Fund as provided in
the Indenture. Moneys on deposit in the Bond Sinking Fund on June 15 of each of the years
2020 through 2033 shall be applied to the redemption of a portion of the Series 2019 Bonds
maturing on June 15, 2034, in each case by lot upon the notice and in the manner as provided in
Article IV of the Indenture. Payment or redemption of Series 2019 Bonds through the Bond
Sinking Fund shall be without premium. The Issuer will receive credit against the required Bond
Sinking Fund deposits to reflect Bonds purchased or redeemed from amounts on deposit in the
Redemption Fund or acquired by the Issuer or the Hospital and delivered to the Trustee in
accordance with the provisions of the Indenture.
The Series 2019 Bonds are subject to redemption in whole or in part at any time as
designated by the Hospital by lot or other method deemed fair by the Trustee, at a redemption
price equal to the principal amount thereof, together with interest accrued thereon to the date
fixed for redemption, and without premium, in the event that the Hospital Facilities or any
portion thereof, are destroyed by fire or other casualty or condemned or taken by eminent
domain, and such damage, destruction or taking is estimated to equal or exceed five percent(5%)
of the Book Value of the Hospital Facilities. In the event of such damage, destruction,
condemnation or taking, the Issuer has the option (at the direction of the Hospital) to apply the
applicable insurance or condemnation proceeds to the prepayment of its obligations thereunder,
in whole or in part, which moneys will be deposited in the Redemption Fund and applied to the
redemption of Bonds. If Additional Indebtedness is hereafter issued on a parity with the Series
2019 Bonds and the Series 2011 Bonds, such insurance or condemnation proceeds will be
apportioned among the Series 2019 Bonds, the Series 2012 Bonds, the Series 2016 Bonds and
the Additional Indebtedness in proportion to the respective outstanding amounts thereon.
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Series 2019 Bonds in denominations larger than $5,000 may be redeemed in part in
integral multiples of$5,000. If less than all of the Series 2019 Bonds are to be redeemed, the
particular Series 2019 Bonds to be redeemed shall be selected by the Trustee by lot or other
method deemed fair by the Trustee. The Series 2019 Bonds may be called in part in one or more
units of $5,000. If less than the entire principal amount of any Series 2019 Bond in a
denomination of more than $5,000 is to be redeemed, the Trustee will issue a new Series 2019
Bond for the amount of the original Series 2019 Bond not redeemed and deliver it to the
Bondholder. Notice of such redemption as aforesaid identifying the Series 2019 Bond or Bonds
(or portion thereof) to be redeemed shall be made by electronic means or mailed by first-class
mail to the registered owner at the address shown on the Bond Register not less than 30 nor more
than 60 days prior to such redemption date. All of such Series 2019 Bonds as to which the Issuer
reserves and exercises the right of redemption and as to which notice as aforesaid shall have been
given and for the redemption of which funds are duly provided shall cease to bear interest on the
redemption date.
This Bond is fully negotiable but shall be fully registered as to both principal and interest
in the name of the owner on the books of the Issuer in the office of the Trustee, as bond registrar,
after which no transfer shall be valid unless made on said books and then only upon presentation
of this Bond to the Trustee, together with either a written instrument of transfer satisfactory to
the Trustee, duly executed by the registered owner or his duly authorized attorney or the
assignment form hereon completed and duly executed by the registered owner or his duly
authorized attorney.
The Issuer, the Trustee and any Paying Agent may deem and treat the registered owner
hereof as the absolute owner for the purposes of receiving,payment of or on account of principal
hereof, premium, if any, and interest due hereon and for all other purposes, and the Issuer, the
Trustee and any Paying Agent shall not be affected by any notice to the contrary.
And It Is Hereby Certified, Recited and Declared that all conditions, acts and things
required to exist, happen and be;performed precedent to and in the issuance of the Series 2019
Bonds, have existed, have happened and have been performed in due time, form and manner, as
required by law, and that the issuance of this Bond does not exceed or violate any constitutional
or statutory limitation or provision.
IN WITNESS WHEREOF, the City of Ames, Iowa has caused this Bond to be executed
in its name and on its behalf by the facsimile signature of its Mayor and by the facsimile
signature of its City Clerk and its facsimile seal to be hereunto affixed, all as of the Dated Date
specified above.
CITY OF AMES, IOWA
By
Mayor
Attest:
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City Clerk
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(On each Series 2019 Bond the following certificate shall be executed with the duly
authorized facsimile signature of the City Treasurer):
STATE OF IOWA )
CITY OF AMES ) SS: CITY TREASURER'S CERTIFICATE
COUNTY OF STORY )
The original issuance of the Series 2019 Bonds, of which this Bond is a part, was duly
and properly recorded in my office as of the Dated Date specified above, pursuant to
Section 384.83(4) of the Code of Iowa.
City Treasurer
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(On each Series 2019 Bond there shall be a registration date line and a certificate of
authentication of the Trustee in the following form:)
Registration Date:
This Bond is one of the Series 2019 Bonds described in the within-mentioned Indenture.
Wells Fargo Bank,National Association
as Trustee and Paying Agent/Registrar
By
Authorized Signatory
So long as the Book-Entry System is in effect and the Bonds are registered to CEDE & Co, or any other
nominee of the DTC,the Bonds shall bear the following legend:
Unless this Bond is presented by an authorized representative of The Depository Trust Company, a New
York corporation ("DTC'),to the Issuer or the Trustee for registration of transfer, exchange, or payment, and any
Bond issued is registered in the name of CEDE & Co. or in such other name requested by an authorized
representative of DTC (and any payment is made to CEDE & Co. or to such other entity as is requested by an
authorized representative of DTC), ANY TRANSFER, PLEDGE, OR OTHER USE HEREOF FOR VALUE OR
OTHERWISE BY OR TO ANY PERSON IS WRONGFUL inasmuch as the registered owner hereof,CEDE&Co.,
has an interest herein.
(Legend as to Abbreviations)
The following abbreviations, when used in this Bond, shall be construed as though they
were written out in full according to
UNIT TRANSFER MIN ACT
Custodian
TEN COM - as tenants in common (cust) (minor)
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of under Uniform Gifts to Minors Act
survivorship and not as tenants
in common (State)
Additional abbreviations may also be used though not in the list above.
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(Form of Assignment)
(An Assignment, in the form hereinafter set out, should be printed on each Bond:)
ASSIGNMENT
For valuable consideration, receipt of which is hereby acknowledged, the undersigned,
sells, transfers and assigns this Bond to
(Please print or type name and address of Assignee)
PLEASE INSERT SOCIAL SECURITY OR OTHER
IDENTIFYING NUMBER OF ASSIGNEE
and does hereby irrevocably appoint
Attorney, to transfer this Bond on the books kept for registration thereof with full power of
substitution.
Dated:
Signature guaranteed:
NOTE: The signature(s) to this Power must correspond with the name(s) as written upon the
face of the Certificate(s) or Note(s) in every particular without alteration or enlargement or any
change whatever. Signature guarantee must be provided in accordance with the prevailing
standards and procedures of the Paying Agent/Registrar. Signature must be guaranteed by a
participant in a recognized signature guaranty medallion program or other signature guarantor
program acceptable to the Trustee.
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ARTICLE VII
SERIES 2019 BOND COVENANTS
Section 7.01. .Application of Series 2011 Bond Covenants.
So long as the Series 2019 Bonds are Outstanding, the Series 2011 Bond Covenants (as
defined in the First Supplemental Indenture) contained in Article VII of the First Supplemental
Indenture shall apply to the Series 2019 Bonds, notwithstanding the payment and satisfaction of
the Series 2011 Bonds. {CONFIRM}
Section 7.02. Merger, Consolidation, Sale or Conveyance.
So long as the Series 2019 Bonds are outstanding, the Hospital agrees that it will not
merge into or consolidate with one or more Persons, allow one or more such Persons to merge
into it, or sell or convey or lease on a capitalized basis all or substantially all of its assets to any
Person unless (a) the surviving or successor or transferee Person assumes in writing all of the
Issuer's and the Hospital's obligations under the Indenture and the Bonds and (b) the Hospital
(or the surviving, successor or transferee Person) delivers to the Trustee and the Original
Purchaser (i) an Officer's Certificate to the effect that the Hospital (or such Person) will be in
compliance with Sections 6.08 and 7.03 of the Original Indenture and the First Supplemental
Indenture, respectively, both on a pro forma basis, and (ii) an Opinion of Bond Counsel to the
effect that such merger, consolidation, sale, conveyance or lease will not affect the tax exempt
status of the Bonds.
Section 7.03. Continuing-Covenant Agreement.
The Hospital and Original Purchaser have entered into a Continuing Covenant
Agreement dated [October 1, 20191. An event of default under the Continuing Covenant
Agreement shall constitute an Event of Default or a Default Event hereunder.
Section 7.04. Financial Reporting and Records.
(a) So long as the Series 2019 Bonds are outstanding, the financial reporting
requirements set forth in Section 6.11(a) of the Original Indenture shall not apply to the Series
2019 Bonds, and the Hospital shall provide the Original Purchaser the same financial
information set forth in and required to be provided in Sections 3, 4 and 5 of the Continuing
Disclosure Agreement related to the Series 2016 Bonds, and the Hospital's obligation to provide
such financial information shall continue notwithstanding the payment and satisfaction of the
Series 2016 Bonds.
(b) In addition, the following items shall be provided to the Original Purchaser by the
Hospital:
(i) an Officer's Certificate signed by an authorized officer of the Hospital
pursuant to Section 6.1 l(b) of the Original Indenture in a form satisfactory to the Original
Purchaser delivered pursuant to Section 7.04(a); provided however, the Officer's
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Certificate shall be delivered within 150 days of the end of the Hospital's Fiscal Year;
and
(ii) additional information as reasonably requested by the Original Purchaser.
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ARTICLE VIII
MISCELLANEOUS
Section 8.01. Limitation of Rights to Parties and Bond Owners.
Nothing in this Fourth Supplemental Indenture or in the Bonds expressed or implied is
intended or shall be construed to give to any person other than the Issuer, the Hospital, the
Trustee, the Paying Agent/Registrar and the Owners of the Bonds, any legal or equitable right,
remedy or claim under or in respect of this Fourth Supplemental Indenture or any covenant,
condition or provision therein or herein contained, and all such covenants, conditions and
provisions are and shall be held to be for the sole and exclusive benefit of the Issuer, the
Hospital,the Trustee,the Paying Agent/Registrar and the Owners of the Bonds.
Section 8.02. Severability of Invalid Provisions.
If any one or more of the provisions contained in this Fourth Supplemental Indenture or
in the Bonds shall for any reason be held to be invalid, illegal or unenforceable in any respect,
then such provision or provisions shall be deemed severable from the remaining provisions
contained in this Fourth Supplemental Indenture and such invalidity, illegality or
unenforceability shall not affect any other provision of this Fourth Supplemental Indenture, and
this Fourth Supplemental Indenture shall be construed as if such invalid or illegal or
unenforceable provision had never been contained herein.
Section 8.03. Applicable Provisions of Law.
This Fourth Supplemental Indenture shall be governed by and construed in accordance
with the laws of the State of Iowa.
Section 8.04. Execution in Several Counterparts.
This Fourth Supplemental Indenture may be executed in any number of counterparts and
each of such counterparts shall for all purposes be deemed to be an original, and all such
counterparts, or as many of them as the Issuer, the Hospital, the Trustee and the Paying
Agent/Registrar shall preserve ''undestroyed, shall together constitute but one and the same
instrument.
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IN WITNESS WHEREOF, the Issuer has caused this Indenture to be signed in its name
by its Mayor and attested by its City Clerk, all as of the day and year first above written.
CITY OF AMES, IOWA
By
Mayor
Attest:
By
City Clerk
[Execution Page for Fourth Supplemental Indenture of Trust]
Mary GreeleyAth Supp Indenture
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IN WITNESS WHEREOF, the Hospital has caused this Indenture to be signed in its
name by an authorized officer, all as of the day and year first above written.
MARY GREELEY MEDICAL CENTER
By
President
[Execution Page for Fourth Supplemental Indenture of Trust]
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IN WITNESS WHEREOF, the Trustee, in acceptance of the trusts created hereunder, has
caused this Fourth Supplemental Indenture to be signed in its corporate name by its officer
thereunder duly authorized all as of the day and year first above written.
WELLS FARGO BANK, NATIONAL
ASSOCIATION,
as Trustee and Paying Agent/Registrar
By:
Vice President,
[Execution Page for Fourth Supplemental Indenture of Trust]