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5.2. A & B SR 08-12-2002
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5.2. A & B SR 08-12-2002
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1/21/2008 8:31:52 AM
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8/12/2002 7:30:02 PM
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adjusted pursuant to the Indenture and as described herein under "Reserve Fund." <br /> <br />The Bonds would be sold August 12, 2002 and be dated September 1, 2002. The first interest <br />payment on the Bonds will be February 1, 2003, and semiannually thereafter. Principal on the <br />Bonds will be due on February 1 in the years 2004 through 2023. The projected debt service and <br />flow of funds can be found in Exhibit 1. <br /> <br />OTHER CONSIDERATIONS <br /> <br />Following is a summary of key factors in the finance plan: <br /> <br />· We recommend the following call feature: <br /> <br />Bonds maturing February 1, 2014 and thereafter will be subject to prepayment at the <br />discretion of the Authority on February 1, 2013. <br /> <br />We anticipate that the Authority will not issue more than a total of $10,000,000 in tax- <br />exempt debt during this calendar year. This will allow the Bonds to be designated as bank <br />qualified. Bank qualified status broadens the market and achieves lower interest rates. <br /> <br />Because the EDA is issuing more than $5,000,000 in tax-exempt obligations during this <br />calendar year, the debt will not qualify for the small issuer exemption from arbitrage rebate. <br />You may be exempt from arbitrage rebate if the Bond proceeds, as defined in an arbitrage <br />certificate to be provided upon closing, are expended within two years from the date of <br />issuance as follows: <br /> <br />Months from Percent of Net <br />Issuance Proceeds Spent <br />6 10% <br />12 45% <br />18 75% <br />24 100% <br /> <br />In the event the expenditure rules specified above are not met, the Authority will be required <br />to pay any applicable arbitrage rebate in accordance with the general rules of Section 148 (f) <br />of the IRS Code. <br /> <br />The Bonds will be global book entry with a bank designated as the paying agent. As <br />"paperless" bonds, you will avoid the costs of bond printing and annual registrar charges. <br />The Paying Agent will invoice you for the interest semi-annually and on an annual basis for <br />the principal coming due. You will be charged only for paying agent/transfer agent services <br />provided by the bank. <br /> <br />Bidders on this issue may submit a bid which contains a maturity schedule providing for any <br />combination of serial bonds and term bonds, subject to mandatory redemption. If the <br />purchaser of the Bonds designates certain of the maturities as Term Bonds, subject to a <br /> <br />Page 5 <br /> <br /> <br />
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