Resolution 2007-346
RESOLUTION NO. 2007 _ 346
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY, FLORIDA, AUTHORIZING DECLARATIONS OF
OFFICIAL INTENT UNDER U.S. TREASURY REGULATIONS WITH
RESPECT TO REIMBURSEMENTS FROM NOTE AND BOND
PROCEEDS OF TEMPORARY ADVANCES MADE FOR PAYMENTS
PRIOR TO ISSUANCE, AND RELATED MATTERS.
WHEREAS, United States Treasury Regulations !l1.150-2 (the "Reimbursement
Regulations") prescribe conditions under which proceeds of bonds, notes or other obligations
("Bonds") used to reimburse advances made for capital and certain other expenditures ("Original
Expenditures") paid before the issuance of such Bonds will be deemed to be expended (or
properly allocated to expenditures) for purposes of Sections 103 and 141-150 of the Internal
Revenue Code of 1986, as amended, (the "Code"), upon such reimbursement so that the
proceeds so used will no longer be subject to requirements or restrictions under those sections of
the Code; and
WHEREAS, certain provisions of the Reimbursement Regulations require that there be a
"Declaration of Official Intent" not later than 60 days following payment of the Original
Expenditures expected to be reimbursed from proceeds of Bonds, and that the reimbursement
occur within certain prescribed time periods after an Original Expenditure is paid or after the
property resulting from that Original Expenditure is placed in service; and
WHEREAS, Collier County wishes to take steps to comply with these Reimbursement
Regulations.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY (THE "BORROWER") as follows:
Section 1. Definitions. The following definitions apply to the terms used herein:
"Authorized Officer" means the Chairman of the Board of County Commissioners or
individual authorized by the Chairman of the Board of County Commissioners.
"Declaration of Official Intent" means the declaration, in the form, manner and time
contemplated in the Reimbursement Regulations, that the advances for expenditures referred
to therein are reasonably expected to be reimbursed from the proceeds of Bonds to be issued
after those expenditures are paid.
"Reimbursement" or "reimburse" means the restoration to the Borrower of money
temporarily advanced from its own funds and spent for Original Expenditures before the
issuance of the Bonds, evidenced in writing by an allocation on the books and records of the
Borrower that show the use of the proceeds of the Bonds to restore the money advanced for
the Original Expenditure. "Reimbursement" or "reimburse" generally does not include the
refunding or retiring of Bonds previously issued and sold to, or borrowings from, unrelated
entities.
Section 2. Authorization and Requirement of Declarations of Official Intent. Each
Authorized Officer is authorized to prepare and sign Declarations of Official Intent in
substantially the form attached with respect to Original Expenditures to which the
Reimbursement Regulations apply, to be made from money temporarily advanced and that is
reasonably expected to be reimbursed (in accordance with applicable authorizations, policies
and practices) from the proceeds of Bonds, to make appropriate reimbursement and timely
allocations from the proceeds of the Bonds to reimburse such prior expenditures, and to take
any other actions as may be appropriate, all at the times and in the manner required under the
Reimbursement Regulations in order for the reimbursement to be treated as an expenditure of
such proceeds for purposes of Sections 103, and 141 through 150, of the Code. No advance
from any fund or account or order for payment may be made for Original Expenditures (other
than expenditures excepted from such requirement under the Reimbursement Regulations)
that are to be reimbursed subsequently from proceeds of Bonds unless a Declaration of
Official Intent with respect thereto is made within the time required by the Reimbursement
Regulations.
Section 3. The Board's Authorized Officer is hereby authorized to execute the Declaration of
Official Intent" attached as Exhibit "A" to this Resolution.
PASSED AND ADOPTED this 11 th day of December, 2007 after majority vote in
favor of adoption.
ATTEST:
DWIGHT E. BROCK, Clerk
D.C-
BY
Attdf:lUytil
s4Q1lltw't 01111
Approved as to form and legal sufficiency:
By: Tb\'\l\. ~~
Thomas C. Palmer,
Assistant County Attorney
BOARD OF COUNTY COMMISSIONERS'.
COLLIER COUNTY, FLORIDA, AS
EX-OFFICIO THE GOVERNING BOARD
OF THE COLLIER COUNTY W A TER-
::WERDJSTR~~
J~LF:ITA' Ch"rm~
ATTACHMENT "A" TO RESOLUTION
DECLARA TION OF OFFICIAL INTENT
For Reimbursement of Expenditures from Bonds/Notes
This is a Declaration of Official Intent under U.S. Treasury Regulations for purposes of Sections
103, and 141 through 150, of the Internal Revenue Code of 1986, as amended (the "Code").
1. The undersigned, on behalf of Collier County (the "Borrower") declares that the
Borrower reasonably expects that the capital and other expenditures described in
paragraph 2 (the "Project") will be reimbursed with the proceeds of "bonds" (as
defined in Section 150 of the Code). The maximum principal amount of bonds
expected to be issued for the Project is $1,708,505.
2. Description of capital and other expenditures to be reimbursed.
Expenditures for Water Pollution Control Project.
The undersigned has been authorized by the Borrower to make and sign this Declaration
on behal f of the Borrower.
Date of Declaration: December j.{ ,2007
. "..."
ATTEST:
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS
EX-OFFICIO THE GOVERNING BOARD
OF THE COLLIER COUNTY W ATER-
::WER DffiTRr~~
JA~LF:ITA' Ch,'rm~
. DWIGHT E. BROCK, Clerk
By:lu.-tu. ~~D.(.
~:. AftH,t~.1 cIl{)rwu,
11onatur't 011"
Approved as to form and legal sufficiency:
By: TOM. p~
Thomas C. Palmer,
Assistant County Attorney
Caution:
This Declaration of Official Intent will not be effective unless the bonds providing
Moneys for the reimbursement are issued and the reimbursement for the Proiect
Described above is made (by an allocation on the books and records identifying
the expenditures as in paragraph 2 above) within the applicable period prescribed
In the Treasury Regulations - generally, 18 months after the later of the date of
The expenditure or the date the Project is placed in service, but in no event later
Than three years after the date of the expenditure.