Resolution 2007-246 COLLIER COUNTY, FLORIDA
LIMITED GENERAL
OBLIGATION BOND RESOLUTION
(FOREST LAKES ROADWAY AND DRAINAGE
MUNICIPAL SERVICE TAXING UNIT)
ADOPTED SEPTEMBER 11, 2007
TABLE OF CONTENTS
ARTICLE I
GENERAL
SECTION 1.01. DEFINITIONS 2
SECTION 1.02. AUTHORITY FOR RESOLUTION 6
SECTION 1.03. RESOLUTION TO CONSTITUTE CONTRACT 6
SECTION 1.04. FINDINGS 6
SECTION 1.05. AUTHORIZATION OF THE PROJECT 8
ARTICLE II
AUTHORIZATION, TERMS, SALE, EXECUTION AND REGISTRATION OF
BONDS
SECTION 2.01. AUTHORIZATION AND DESCRIPTION OF THE BONDS;
AWARD OF THE BONDS; REDEMPTION OF BONDS. 9
SECTION 2.02. APPLICATION OF BOND PROCEEDS 10
SECTION 2.03. EXECUTION OF BONDS 10
SECTION 2.04. AUTHENTICATION 11
SECTION 2.05. TEMPORARY BONDS 11
SECTION 2.06. BONDS MUTILATED, DESTROYED, STOLEN OR LOST 11
SECTION 2.07. INTERCHANGEABILITY, NEGOTIABILITY AND
TRANSFER 12
SECTION 2.08. FULL BOOK ENTRY FOR BONDS 13
SECTION 2.09. REDEMPTION OF BONDS 15
SECTION 2.10. FORM OF BONDS 17
ARTICLE III
SECURITY, SPECIAL FUNDS AND APPLICATION THEREOF
SECTION 3.01. LIMITED GENERAL OBLIGATIONS OF THE ISSUER 24
SECTION 3.02. PROJECT FUND 24
SECTION 3.03. CREATION OF SINKING FUND; APPLICATION OF
LIMITED AD VALOREM TAX 25
SECTION 3.04. REBATE FUND 26
SECTION 3.05. INVESTMENTS 26
SECTION 3.06. SEPARATE ACCOUNTS 27
SECTION 3.07. REFUNDING BONDS 27
SECTION 3.08 ADDITIONAL INDEBTEDNESS 27
ARTICLE IV
COVENANTS OF ISSUER
SECTION 4.01. BOOKS AND RECORDS 28
SECTION 4.02. NO IMPAIRMENT 28
SECTION 4.03. FEDERAL INCOME TAX COVENANTS 28
ARTICLE V
DEFAULTS AND REMEDIES
SECTION 5.0I. EVENTS OF DEFAULT 29
SECTION 5.02. REMEDIES 29
SECTION 5.03. DIRECTIONS TO RECEIVER AS TO REMEDIAL
PROCEEDINGS 30
SECTION 5.04. REMEDIES CUMULATIVE 30
SECTION 5.05. WAIVER OF DEFAULT 30
SECTION 5.06. CONTROL BY INSURER 30
ARTICLE VI
SUPPLEMENTAL RESOLUTIONS
SECTION 6.01. SUPPLEMENTAL RESOLUTION WITHOUT
BONDHOLDERS' CONSENT 32
SECTION 6.02. SUPPLEMENTAL RESOLUTION WITH BONDHOLDERS'
AND INSURER'S CONSENT 32
SECTION 6.03. AMENDMENT WITH CONSENT OF INSURER 34
ARTICLE VII
PROVISIONS RELATING TO THE BOND INSURANCE POLICY AND INSURER
FOR THE BONDS
SECTION 7.01. MUNICIPAL BOND INSURANCE 35
SECTION 7.02. PROVISIONS RELATING TO BOND INSURANCE
POLICY 35
ARTICLE VIII
DEFEASANCE
SECTION 8.01. DEFEASANCE 39
ARTICLE IX
PROVISIONS RELATING TO BONDS
SECTION 9.01. OFFICIAL NOTICE OF SALE 41
SECTION 9.02. PRELIMINARY OFFICIAL STATEMENT; OFFICIAL
STA"I'EMENT 41
SECTION 9.03. APPOINTMENT OF PAYING AGENT AND REGISTRAR 41
SECTION 9.04. SECONDARY MARKET DISCLOSURE 42
ii
ARTICLE X
MISCELLANEOUS
SECTION 10.01. GENERAL AUTHORITY 43
SECTION 10.02. SEVERABILITY OF INVALID PROVISIONS 43
SECTION 10.03. REPEAL OF INCONSISTENT RESOLUTIONS 43
SECTION 10.04. EFFECTIVE DATE 43
EXHIBIT A - FORM OF OFFICIAL NOTICE OF SALE
EXHIBIT B - FORM OF PRELIMINARY OFFICIAL STATEMENT
EXHIBIT C - FORM OF CONTINUING DISCLOSURE CERTIFICATE
EXHIBIT D - GENERAL DESCRIPTION OF THE PROJECT
iii
RESOLUTION NO. 2007-246
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA, ACTING AS THE GOVERNING
BODY OF COLLIER COUNTY, FLORIDA AND THE FOREST LAKES
ROADWAY AND DRAINAGE MUNICIPAL SERVICE TAXING UNIT,
AUTHORIZING THE ISSUANCE OF NOT EXCEEDING $6,250,000 IN
AGGREGATE PRINCIPAL AMOUNT OF COLLIER COUNTY,
FLORIDA LIMITED GENERAL OBLIGATION BONDS (FOREST
LAKES ROADWAY AND DRAINAGE MUNICIPAL SERVICE
TAXING UNIT), SERIES 2007, TO FINANCE THE ACQUISITION
AND CONSTRUCTION OF VARIOUS CAPITAL IMPROVEMENTS
WITHIN THE FOREST LAKES ROADWAY AND DRAINAGE MSTU;
PROVIDING FOR THE PAYMENT OF SAID BONDS FROM AD
VALOREM TAXATION LEVIED IN AN AMOUNT WHICH SHALL
NOT EXCEED FOUR MILLS ON ALL TAXABLE PROPERTY
WITHIN THE FOREST LAKES ROADWAY AND DRAINAGE MSTU;
MAKING CERTAIN COVENANTS AND AGREEMENTS IN
CONNECTION THEREWITH; PROVIDING FOR THE RIGHTS OF
THE HOLDERS OF SUCH BONDS; AUTHORIZING THE AWARDING
OF SAID BONDS PURSUANT TO A PUBLIC BID; DELEGATING
CERTAIN AUTHORITY TO THE CHAIRMAN FOR THE AWARD OF
THE BONDS AND THE APPROVAL OF THE TERMS AND DETAILS
OF SAID BONDS; AUTHORIZING THE PUBLICATION OF A NOTICE
OF SALE FOR THE BONDS OR A SUMMARY THEREOF;
APPOINTING THE PAYING AGENT AND REGISTRAR FOR SAID
BONDS; AUTHORIZING THE DISTRIBUTION OF A PRELIMINARY
OFFICIAL STATEMENT AND THE EXECUTION AND DELIVERY
OF AN OFFICIAL STATEMENT WITH RESPECT TO THE BONDS;
AUTHORIZING THE EXECUTION AND DELIVERY OF A
CONTINUING DISCLOSURE CERTIFICATE WITH RESPECT TO
THE BONDS; AUTHORIZING MUNICIPAL BOND INSURANCE FOR
THE BONDS; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY, FLORIDA, ACTING AS THE GOVERNING BODY OF
COLLIER COUNTY, FLORIDA AND THE FOREST LAKES ROADWAY AND
DRAINAGE MUNICIPAL SERVICE TAXING UNIT:
ARTICLE I
GENERAL
SECTION 1.01. DEFINITIONS. When used in this Resolution, the following
terms shall have the following meanings, unless the context clearly otherwise requires:
"Act" shall mean Chapter 125, Florida Statutes, Article VII, Section 12 of the
Florida Constitution,the Referendum Resolution, and other applicable provisions of law.
"Amortization Installments," with respect to any Term Bonds, shall mean an
amount designated for mandatory redemption of such Term Bonds.
"Annual Debt Service" shall mean, at any time, the aggregate amount in the then
current Fiscal Year of(1) interest required to be paid on the Outstanding Bonds during
such Fiscal Year, except to the extent that such interest is to be paid from deposits in the
Sinking Fund or Project Fund from Bond proceeds for such purpose, (2) principal of
Outstanding Bonds maturing in such Fiscal Year, and (3) the Amortization Installment
coming due in such Fiscal Year.
"Authorized Investments" shall mean any investments or obligations in which
the Issuer may invest its funds under applicable law and the internal investment policy of
the Issuer, as such policy may be amended and supplemented from time to time.
"Board" shall mean the Board of County Commissioners of Collier County,
Florida.
"Bond Counsel" shall mean Nabors, Giblin & Nickerson, P.A. or any other
attorney at law or firm of attorneys, of nationally recognized standing in matters
pertaining to the federal tax exemption of interest on obligations issued by states and
political subdivisions, and duly admitted to practice law before the highest court of any
state of the United States of America.
"Bond Insurance Policy" shall mean the financial guaranty insurance policy
issued by MBIA Insurance Corporation insuring the payment of the principal of and
interest on the Bonds as provided therein.
"Bondholder" or "Holder" or "holder of Bonds" or any similar term, when
used with reference to a Bond or Bonds, shall mean any Person who shall be the
registered owner of any Outstanding Bond or Bonds as provided in the registration books
of the Issuer.
"Bonds" shall mean the Collier County, Florida Limited General Obligation
Bonds (Forest Lakes Roadway and Drainage Municipal Service Taxing Unit), Series
2007, authorized and issued pursuant to Section 2.01 of this Resolution.
2
"Chairman" shall mean the Chairman of the Board of County Commissioners of
the Issuer and such other person as may be duly authorized to act on his or her behalf.
"Continuing Disclosure Certificate" shall mean the Continuing Disclosure
Certificate to be executed by the Issuer on or prior to the date of issuance of the Bonds, in
substantially the form which is attached hereto as Exhibit C.
"County Manager" shall mean the County Manager of the Issuer and such other
person as may be duly authorized to act on his or her behalf.
"Clerk" shall mean the Clerk of the Circuit Court of Collier County, Florida and
Ex-Officio Clerk to the Board, and such other person as may be duly authorized to act on
his or her behalf
"Code" shall mean the Internal Revenue Code of 1986, as amended, and the
regulations and rules promulgated thereunder.
"Cost" when used in connection with the Project and permitted by the Act, shall
mean (1) costs of acquisition or purchase, including the cost of property rights, easements
and franchises of any nature; (2) the Issuer's cost of physical construction; (3) any costs
of the Issuer incidental to the acquisition and purchase of land (including, without
limitation, title insurance and related costs and costs associated with the examination,
survey and any remediation required with respect to such land); (4) the cost of any
indemnity and surety bonds and premiums for insurance during construction; (5) all
interest due to be paid on the Bonds and other obligations relating to the Project during
the period of construction of the Project and a reasonable period subsequent to
completion of construction as the Issuer shall determine; (6) engineering, architectural,
legal, financial advisory and other consultant fees and expenses; (7) costs and expenses of
the financing incurred for the Project, including fees and expenses of any Paying Agent,
Registrar, Insurer, or depository; (8)payments, when due (whether at the maturity of
principal or the due date of interest) on any interim or temporary indebtedness of the
Issuer incurred for the Project; and (9) any other costs properly attributable to such
construction or acquisition or to the issuance of the Bonds which finance the Project, as
determined by generally accepted accounting principles, and shall include reimbursement
to the Issuer for any such items of Cost paid by the Issuer prior to the issuance of the
Bonds or other obligations issued to finance the Project.
"Federal Securities" shall mean direct obligations of (including obligations
unconditionally guaranteed by) the United States of America, including obligations of
any federal agency or corporation to the extent unconditionally guaranteed by the United
States of America. Federal Securities shall also include any certificates or any other
evidences of an ownership interest in the aforementioned obligations or in specified
portions thereof(which may consist of specified portions of the interest thereon) if(1)a
3
bank or trust company acts as custodian and holds the underlying obligations; (2) the
owner of the investment is the real party in interest and has the right to proceed directly
and individually against the obligor of the underlying obligations; and (3) the underlying
obligations are held in a special account separate and apart from the custodian's general
assets, and are not available to satisfy any claim of the custodian, any person claiming
through the custodian, or any person to whom the custodian may be obligated.
"Financial Advisor" shall mean Public Financial Management, Inc. or such
other financial advisory firm of nationally recognized standing in matters pertaining to
debt obligations issued by states and political subdivisions.
"Fiscal Year" shall mean the period commencing on October 1 of each year and
continuing through the next succeeding September 30, or such other period as may be
prescribed by law.
"Forest Lakes MSTU" shall mean the Forest Lakes Roadway and Drainage
Municipal Service Taxing Unit created pursuant to Ordinance No. 91-107 on December
10, 1991, as amended and supplemented from time to time.
"Insurer" shall mean MBIA Insurance Corporation, any successor or assign, and
any subsequent insurer of Bonds.
"Interest Date" or "interest payment date" shall be such date or dates for the
payment of interest on the Bonds as provided pursuant to Section 2.01.
"Issuer" or "County" shall mean Collier County, Florida, a political subdivision
of the State of Florida.
"Limited Ad Valorem Tax" the ad valorem tax levied on all taxable property
within the Forest Lakes MSTU in an amount not to exceed four (4) mills to pay the
Annual Debt Service on the Bonds as approved by the qualified electors of the Issuer
voting in the November 7, 2006, bond referendum election.
"Official Notice of Sale" shall mean the Official Notice of Sale as described in
Section 9.01 hereof, the form of which is attached hereto as Exhibit A.
"Official Statement" shall mean the Official Statement to be used in connection
with the issuance of the Bonds that shall be substantially in the form of the Preliminary
Official Statement and which shall contain the financial terms and details of the Bonds.
"Outstanding" when used with reference to the Bonds and as of any particular
date, shall describe all of the Bonds theretofore and thereupon being authenticated and
delivered except, (1) any Bond in lieu of which another Bond or Bonds have been issued
to replace lost, mutilated or destroyed Bonds, (2) any Bond surrendered by the Holder
4
thereof in exchange for another Bond or Bonds under Sections 2.06 and 2.07 hereof,
(3) Bonds deemed to have been paid pursuant to Section 8.01 hereof, and (4) Bonds
cancelled after purchase in the open market or because of payment at maturity or upon
redemption.
"Paying Agent" shall mean U.S. Bank National Association, Miami, Florida, its
successors and assigns.
"Person" shall mean an individual, a corporation, a partnership, an association, a
joint stock company, a trust, any unincorporated organization or governmental entity.
"Preliminary Official Statement" shall mean the Preliminary Official Statement
to be used in connection with the marketing and sale of the Bonds, in substantially the
form which is attached hereto as Exhibit B.
"Project" shall mean the acquisition and construction of various capital
improvements within the Forest Lakes MSTU as approved in the bond referendum held
on November 7, 2006. The Project is generally described in Exhibit D attached hereto
and more specifically described in the plans and specifications on file with the Issuer, as
the same may be amended and supplemented by the Board from time to time.
"Project Fund" shall mean Collier County, Florida Limited General Obligation
Bonds (Forest Lakes Roadway and Drainage Municipal Service Taxing Unit) Project
Fund established pursuant to Section 3.02 hereof.
"Rebate Fund" shall mean Collier County, Florida Limited General Obligation
Bonds (Forest Lakes Roadway and Drainage Municipal Service Taxing Unit) Rebate
Fund established pursuant to Section 3.04 hereof.
"Redemption Price" shall mean, with respect to any Bond or portion thereof, the
principal amount or portion thereof, plus the applicable premium, if any, payable upon
redemption thereof pursuant to such Bond or this Resolution.
"Referendum Resolution" shall mean Resolution No. 2006-242, adopted by the
Board on September 12, 2006.
"Resolution" shall mean this Limited General Obligation Bond Resolution
(Forest Lakes Roadway and Drainage Municipal Service Taxing Unit), as the same may
from time to time be amended, modified or supplemented by Supplemental Resolution.
"Registrar" shall mean U.S. Bank National Association, Miami, Florida.
5
"Sinking Fund" shall mean Collier County, Florida Limited General Obligation
Bonds (Forest Lakes Roadway and Drainage Municipal Service Taxing Unit) Sinking
Fund established pursuant to Section 3.03 hereof.
"State" shall mean the State of Florida.
"Supplemental Resolution" shall mean any resolution of the Issuer amending or
supplementing this Resolution enacted and becoming effective in accordance with the
terms of Article VII hereof.
"Term Bonds" shall mean the Bonds which mature on one date and which shall
be subject to mandatory redemption through the payment of Amortization Installments.
"Vice-Chairman" shall mean the Vice-Chairman of the Board of County
Commissioners of the Issuer and such other person as may be duly authorized to act on
his or her behalf.
The terms "herein," "hereunder," "hereby," "hereto," "hereof," and any similar
terms, shall refer to this Resolution; the term "heretofore" shall mean before the date of
adoption of this Resolution; and the term "hereafter" shall mean after the date of adoption
of this Resolution.
Words importing the masculine gender include the feminine gender.
Words importing the singular number include the plural number, and vice versa.
SECTION 1.02. AUTHORITY FOR RESOLUTION. This Resolution is
adopted pursuant to the provisions of the Act.
SECTION 1.03. RESOLUTION TO CONSTITUTE CONTRACT. In
consideration of the purchase and acceptance of any or all of the Bonds by those who
shall hold the same from time to time, the provisions of this Resolution shall be a part of
the contract of the Issuer with the Holders of the Bonds and the Insurer and shall be
deemed to be and shall constitute a contract between the Issuer and the Holders from time
to time of the Bonds and the Insurer. The pledge made in this Resolution and the
provisions, covenants and agreements herein set forth to be performed by or on behalf of
the Issuer shall be for the equal benefit, protection and security of the Holders of any and
all of said Bonds and for the benefit, protection and security of the Insurer. All of the
Bonds, regardless of the time or times of their issuance or maturity, shall be of equal rank
without preference, priority or distinction of any of the Bonds over any other thereof
except as expressly provided in or pursuant to this Resolution.
SECTION 1.04. FINDINGS. It is hereby ascertained, determined and
declared:
6
(A) Pursuant to the Referendum Resolution, the Issuer ordered the holding of a
bond referendum election to determine if the qualified electors of the Issuer would
approve the issuance of not exceeding $6,250,000 aggregate principal amount of limited
general obligation bonds payable from ad valorem tax to be levied in an amount not to
exceed four mills on all taxable property within the Forest Lakes MSTU for the principal
purpose of financing improved roadway lighting, roadway-related drainage and roadway
restoration within the Forest Lakes MSTU.
(B) On November 7, 2006, a bond referendum election was held and the
issuance of not exceeding $6,250,000 aggregate principal amount of limited general
obligation bonds payable from the Limited Ad Valorem Tax was approved by a majority
of the qualified electors within the Forest Lakes MSTU voting in said referendum
election.
(C) All of the findings set forth in the Referendum Resolution are incorporated
herein by reference and for the reasons set forth in the Referendum Resolution it is in the
best interests of the citizens to acquire the Project.
(D) The most efficient and cost effective method of financing the Costs of the
Project is through the issuance of not exceeding $6,250,000 aggregate principal amount
of Collier County, Florida Limited General Obligation Bonds (Forest Lakes Roadway
and Drainage Municipal Service Taxing Unit), Series 2007.
(E) In accordance with Section 218.385, Florida Statutes, and pursuant to this
Resolution, the Bonds shall be advertised for competitive bids pursuant to the Official
Notice of Sale, the form of which is attached hereto as Exhibit A, or a summary thereof.
(F) Pursuant to the Official Notice of Sale, competitive bids for the purchase of
the Bonds received in accordance with the Official Notice of Sale on or prior to 10:00
a.m., Eastern daylight savings time, on September 25, 2007, or such other date or time as
is determined by the Chairman in accordance with the terms and provisions hereof and of
the Official Notice of Sale, shall be publicly opened and announced.
(G) Due to the present volatility and uncertainty of the market for tax-exempt
obligations such as the Bonds, it is desirable for the Issuer to be able to advertise and
award the Bonds at the most advantageous time and date instead of restricting the sale
and award to the date of a particular meeting of the Board; and, accordingly, the Issuer
hereby determines to delegate the advertising and awarding of the Bonds to the Chairman
within the parameters described herein.
(H) It is necessary and appropriate that the Issuer determine certain parameters
for the terms and details of the Bonds and to delegate certain authority to the Chairman
7
for the award of the Bonds and the approval of the terms of the Bonds in accordance with
the provisions hereof and of the Official Notice of Sale.
(I) In the event Bond Counsel shall determine that the Bonds have not been
awarded competitively in accordance with the provisions of Section 218.385, Florida
Statutes, the Issuer shall adopt such resolutions and make such findings as shall be
necessary to authorize and ratify a negotiated sale of the Bonds in accordance with said
Section 218.385.
(J) The Costs associated with the acquisition and construction of the Project
shall be deemed to include legal expenses, underwriting discounts, the premium for the
Bond Insurance Policy, financial advisory fees, and such other expenses as may be
necessary or incidental for the issuance of the Bonds herein authorized.
(K) It is necessary at this time that provision be made for the issuance of the
Bonds and for the levy and pledging of the Limited Ad Valorem Tax to pay the same.
SECTION 1.05. AUTHORIZATION OF THE PROJECT. The Issuer
hereby authorizes the acquisition and construction of the Project.
8
ARTICLE H
AUTHORIZATION, TERMS, SALE,EXECUTION
AND REGISTRATION OF BONDS
SECTION 2.01. AUTHORIZATION AND DESCRIPTION OF THE
BONDS; AWARD OF THE BONDS; REDEMPTION OF BONDS. (A) In
accordance with the Act and the terms of this Resolution, this Resolution hereby creates
an issue of Bonds of the Issuer to be designated as "Collier County, Florida Limited
General Obligation Bonds (Forest Lakes Roadway and Drainage Municipal Service
Taxing Unit), Series 2007" (or such other Series designation as the Chairman may
determine) to be issued in the aggregate principal amount of not exceeding $6,250,000.
The Bonds shall be issued for the principal purposes of financing Costs of the Project and
paying certain costs and expenses incurred in connection with the issuance of the Bonds.
The exact principal amount of the Bonds to be issued by the Issuer shall be determined by
the Chairman in accordance with the Official Notice of Sale provided such principal
amount does not exceed $6,250,000. In addition, to the extent any of the Bonds are sold
at a premium, the sum of the principal amount of the Bonds and the net bond premium
may not exceed $6,250,000.
The Bonds shall be dated as of the date of their delivery (or such other date as
determined by the Chairman), shall be issued in the form of fully registered bonds in the
denominations of $5,000 and any integral multiple thereof, and shall be numbered
consecutively from one upward in order of maturity preceded by the letter "R." The
Bonds shall bear interest computed on the basis of a 360-day year consisting of twelve
30-day months, from their dated date, payable semiannually, on January 1 and July 1 of
each year (each an "Interest Date"), commencing on January 1, 2008 (or such other date
or dates as determined by the Chairman), at such rates and maturing in such amounts on
January 1 of such years as shall be determined by the Chairman, subject to the conditions
set forth in this Section 2.01(B) hereof The final maturity of the Bonds shall not be later
than January 1, 2022. All of the terms of the Bonds will be included in a certificate to be
executed by the Chairman or the County Manager following the award of the Bonds (the
"Award Certificate") and shall be set forth in the final Official Statement, as described
herein.
The principal of the Bonds is payable upon presentation and surrender of the
Bonds at the designated corporate trust office of the Paying Agent. Interest payable on
the Bonds on any Interest Date will be paid by check or draft mailed to the Holder in
whose name such Bond shall be registered at the close of business on the date which shall
be the fifteenth day (whether or not a business day) of the calendar month next preceding
such Interest Date, or, at the request of such Holder, by bank wire transfer for the account
of such Holder. All payments of principal of and interest on the Bonds shall be payable in
9
any coin or currency of the United States of America which at the time of payment is
legal tender for the payment of public and private debts.
(B) The Chairman, on behalf of the Issuer and only in accordance with the
terms hereof and of the Official Notice of Sale, shall award the Bonds to the underwriter
or underwriters that submit a bid proposal which complies in all respects with this
Resolution and the Official Notice of Sale and offers to purchase the Bonds at the lowest
true interest cost to the Issuer, as calculated by the Issuer's Financial Advisor in
accordance with the terms and provisions of the Official Notice of Sale; provided,
however, the Bonds shall not be awarded to any bidder unless the true interest cost set
forth in the winning bid (as calculated by the Financial Advisor) is equal to or less than
5.00%. In accordance with the provisions of the Official Notice of Sale, the Chairman
may, in his or her sole discretion, reject any and all bids.
(C) The Bonds may be redeemed prior to their respective maturities from any
moneys legally available therefor, upon notice as provided in this Resolution, and upon
the terms and provisions as shall be determined by the Chairman. Notwithstanding the
foregoing, with respect to any optional redemption terms for the Bonds, the first call date
may be no later than January 1, 2017, and the call premium, if any, for the Bonds may not
exceed 2.00% of the par amount of the Bonds to be redeemed. The Chairman, upon the
advice of the Issuer's Financial Advisor, may determine that the Bonds shall not be
subject to optional redemption. Term Bonds may be established in accordance with the
terms of the Official Notice of Sale.
SECTION 2.02. APPLICATION OF BOND PROCEEDS. The proceeds
received from the sale of the Bonds shall be applied by the Issuer, as follows:
(A) A sufficient amount of the Bond proceeds shall be applied to the payment
for the premium for the Bond Insurance Policy;
(B) a sufficient amount of the Bond proceeds shall be held by the Issuer to pay
costs and expenses associated with the issuance of the Bonds; and
(C) any remaining amounts of the Bond proceeds shall be deposited in the
Project Fund and shall be used to pay the Costs of the Project.
SECTION 2.03. EXECUTION OF BONDS. The Bonds shall be executed in
the name of the Issuer with the manual or facsimile signature of the Chairman and the
official seal of the Issuer shall be imprinted thereon, and attested with the manual or
facsimile signature of the Clerk. In case any one or more of the officers who shall have
signed or sealed any of the Bonds or whose facsimile signature shall appear thereon shall
cease to be such officer of the Issuer before the Bonds so signed and sealed have been
actually sold and delivered, such Bonds may nevertheless be sold and delivered as herein
10
provided and may be issued as if the person who signed or sealed such Bonds had not
ceased to hold such office. Any Bond may be signed and sealed on behalf of the Issuer by
such person who at the actual time of the execution of such Bond shall hold the proper
office of the Issuer, although at the date of such Bond such person may not have held
such office or may not have been so authorized. The Issuer may adopt and use for such
purposes the facsimile signatures of any such persons who shall have held such offices at
any time after the date of the adoption of this Resolution, notwithstanding that either or
both shall have ceased to hold such office at the time the Bonds shall be actually sold and
delivered.
SECTION 2.04. AUTHENTICATION. No Bond shall be secured hereunder
or entitled to the benefit hereof or shall be valid or obligatory for any purpose unless
there shall be manually endorsed on such Bond a certificate of authentication by the
Registrar or such other entity as may be approved by the Issuer for such purpose. Such
certificate on any Bond shall be conclusive evidence that such Bond has been duly
authenticated and delivered under this Resolution. The form of such certificate shall be
substantially in the form provided in Section 2.10 hereof.
SECTION 2.05. TEMPORARY BONDS. Until the definitive Bonds are
prepared, the Issuer may execute, in the same manner as is provided in Section 2.03
hereof, and deliver, upon authentication by the Registrar pursuant to Section 2.04 hereof,
in lieu of definitive Bonds, but subject to the same provisions, limitations and conditions
as the definitive Bonds, except as to the denominations thereof, one or more temporary
Bonds substantially of the tenor of the definitive Bonds in lieu of which such temporary
Bond or Bonds are issued, in denominations authorized by the Issuer, and with such
omissions, insertions and variations as may be appropriate to temporary Bonds. The
Issuer, at its own expense, shall prepare and execute definitive Bonds, which shall be
authenticated by the Registrar. Upon the surrender of such temporary Bonds for
exchange, the Registrar, without charge to the Holder thereof, shall deliver in exchange
therefor definitive Bonds, of the same aggregate principal amount and maturity as the
temporary Bonds surrendered. Until so exchanged, the temporary Bonds shall in all
respects be entitled to the same benefits and security as definitive Bonds issued pursuant
to this Resolution. All temporary Bonds surrendered in exchange for another temporary
Bond or Bonds or for a definitive Bond or Bonds shall be forthwith cancelled by the
Registrar.
SECTION 2.06. BONDS MUTILATED, DESTROYED, STOLEN OR
LOST. In case any Bond shall become mutilated, or be destroyed, stolen or lost, the
Issuer may, in its discretion, issue and deliver, and the Registrar shall authenticate, a new
Bond of like tenor as the Bond so mutilated, destroyed, stolen or lost, in exchange and
substitution for such mutilated Bond upon surrender and cancellation of such mutilated
Bond or in lieu of and substitution for the Bond destroyed, stolen or lost, and upon the
Holder furnishing the Issuer and the Registrar proof of his ownership thereof and
11
satisfactory indemnity and complying with such other reasonable regulations and
conditions as the Issuer or the Registrar may prescribe and paying such expenses as the
Issuer and the Registrar may incur. All Bonds so surrendered or otherwise substituted
shall be cancelled by the Registrar. If any of the Bonds shall have matured or be about to
mature, instead of issuing a substitute Bond, the Issuer may pay the same or cause the
Bond to be paid, upon being indemnified as aforesaid, and if such Bonds be lost, stolen or
destroyed, without surrender thereof.
Any such duplicate Bonds issued pursuant to this Section 2.06 shall constitute
original contractual obligations on the part of the Issuer whether or not the lost, stolen or
destroyed Bond be at any time found by anyone, and such duplicate Bond shall be
entitled to equal and proportionate benefits and rights provided hereunder to the same
extent as all other Bonds issued hereunder.
SECTION 2.07. INTERCHANGEABILITY, NEGOTIABILITY AND
TRANSFER. Bonds, upon surrender thereof at the office of the Registrar with a written
instrument of transfer satisfactory to the Registrar, duly executed by the Holder thereof or
his attorney duly authorized in writing, may, at the option of the Holder thereof, be
exchanged for an equal aggregate principal amount of registered Bonds of the same
maturity of any other authorized denominations.
The Bonds issued under this Resolution shall be and have all the qualities and
incidents of negotiable instruments under the law merchant and the Uniform Commercial
Code of the State of Florida, subject to the provisions for registration and transfer
contained in this Resolution and in the Bonds. So Iong as any of the Bonds shall remain
Outstanding, the Issuer shall maintain and keep, at the office of the Registrar, books for
the registration and transfer of the Bonds.
The transfer of any Bond shall be registered only upon the books of the Issuer, at
the office of the Registrar, under such reasonable regulations as the Issuer may prescribe,
by the Holder thereof in person or by his attorney duly authorized in writing upon
surrender thereof together with a written instrument of transfer satisfactory to the
Registrar duly executed and guaranteed by the Holder or his duly authorized attorney.
Upon the registration or transfer of any such Bond, the Issuer shall issue, and cause to be
authenticated, in the name of the transferee a new Bond or Bonds of the same aggregate
principal amount and maturity as the surrendered Bond. The Issuer, the Registrar and any
Paying Agent or fiduciary of the Issuer may deem and treat the Person in whose name
any Outstanding Bond shall be registered upon the books of the Issuer as the absolute
owner of such Bond, whether such Bond shall be overdue or not, for the purpose of
receiving payment of, or on account of, the principal and interest on such Bond and for
all other purposes, and all such payments so made to any such Holder or upon his order
shall be valid and effectual to satisfy and discharge the liability upon such Bond to the
12
extent of the sum or sums so paid and neither the Issuer nor the Registrar nor any Paying
Agent or other fiduciary of the Issuer shall be affected by any notice to the contrary.
The Registrar, in any case where it is not also the Paying Agent with respect to the
Bonds, forthwith (A) following the fifteenth day prior to an Interest Date for the Bonds,
and (B) at any other time as reasonably requested by the Paying Agent, certify and
furnish to the Paying Agent the names, addresses and holdings of the Bondholders and
any other relevant information reflected in the registration books. Any Paying Agent of
any fully registered Bond shall effect payment of interest on such Bonds by mailing a
check to the Holder entitled thereto or may, in lieu thereof, upon the request and at the
expense of such Holder, transmit such payment by bank wire transfer for the account of
such Holder.
In all cases in which the privilege of exchanging Bonds or the transfer of Bonds
shall be registered, the Issuer shall execute and the Registrar shall authenticate and
deliver such Bonds in accordance with the provisions of this Resolution. Execution of
Bonds by the Chairman and Clerk for purposes of exchanging, replacing or registering
the transfer of Bonds may occur at the time of the original delivery of the Bonds. All
Bonds surrendered in any such exchanges or registration of transfer shall be held by the
Registrar for safekeeping until directed by the Issuer to be cancelled by the Registrar. For
every such exchange or registration of transfer, the Issuer or the Registrar may make a
charge sufficient to reimburse it for any tax, fee, expense or other governmental charge
required to be paid with respect to such exchange or registration of transfer. The Issuer
and the Registrar shall not be obligated to make any such exchange or transfer of the
Bonds during the period commencing on the fifteenth day of the month immediately
preceding an Interest Date on the Bonds and ending on such Interest Date, or, in the case
of any proposed redemption of Bonds, then, for the Bonds subject to redemption, during
the 15 days next preceding the date of the first mailing of notice of such redemption and
continuing until such redemption date.
SECTION 2.08. FULL BOOK ENTRY FOR BONDS. Notwithstanding the
provisions set forth in Section 2.07 hereof, the Bonds shall be initially issued in the form
of a separate single certificated fully registered Bond for each of the maturities of the
Bonds. Upon initial issuance, the ownership of each such Bond shall be registered in the
registration books kept by the Registrar in the name of Cede & Co., as nominee of The
Depository Trust Company ("DTC"). All of the Outstanding Bonds shall be registered in
the registration books kept by the Registrar in the name of Cede & Co., as nominee of
DTC. As long as the Bonds shall be registered in the name of Cede & Co., all payments
of principal on the Bonds shall be made by the Paying Agent by check or draft or by bank
wire transfer to Cede & Co., as Holder of the Bonds, upon presentation of the Bonds to
be paid, to the Paying Agent.
13
With respect to the Bonds registered in the registration books kept by the Registrar
in the name of Cede & Co., as nominee of DTC, the Issuer, the Registrar and the Paying
Agent shall have no responsibility or obligation to any direct or indirect participant in the
DTC book-entry program (the "Participants"). Without limiting the immediately
preceding sentence, the Issuer, the Registrar and the Paying Agent shall have no
responsibility or obligation with respect to (A) the accuracy of the records of DTC, Cede
& Co. or any Participant with respect to any ownership interest on the Bonds, (B) the
delivery to any Participant or any other Person other than a Bondholder, as shown in the
registration books kept by the Registrar, of any notice with respect to the Bonds, or (C)
the payment to any Participant or any other Person, other than a Bondholder, as shown in
the registration books kept by the Registrar, of any amount with respect to principal of or
interest on the Bonds. The Issuer, the Registrar and the Paying Agent shall treat and
consider the Person in whose name each Bond is registered in the registration books kept
by the Registrar as the Holder and absolute owner of such Bond for the purpose of
payment of principal and interest with respect to such Bond, for the purpose of giving
notices and other matters with respect to such Bond, for the purpose of registering
transfers with respect to such Bond, and for all other purposes whatsoever. The Paying
Agent shall pay all principal of and interest on the Bonds only to or upon the order of the
respective Holders, as shown in the registration books kept by the Registrar, or their
respective attorneys duly authorized in writing, as provided herein and all such payments
shall be valid and effective to fully satisfy and discharge the Issuer's obligations with
respect to payment of principal and interest on the Bonds to the extent of the sum or sums
so paid. No Person other than a Holder, as shown in the registration books kept by the
Registrar, shall receive a certificated Bond evidencing the obligation of the Issuer to
make payments of principal and interest pursuant to the provisions of this Resolution.
Upon delivery by DTC to the Issuer of written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., and subject to the
provisions in Section 2.07 with respect to transfers during the 15 days next preceding an
Interest Date, the words "Cede & Co." shall refer to such new nominee of DTC; and upon
receipt of such notice, the Issuer shall promptly deliver a copy of the same to the
Registrar and the Paying Agent.
Upon (A) receipt by the Issuer of written notice from DTC (i) to the effect that a
continuation of the requirement that all of the Outstanding Bonds be registered in the
registration books kept by the Registrar in the name of Cede & Co., as nominee of DTC,
is not in the best interest of the beneficial owners of the Bonds or (ii) to the effect that
DTC is unable or unwilling to discharge its responsibilities and no substitute depository
willing to undertake the functions of DTC hereunder can be found which is willing and
able to undertake such functions upon reasonable and customary terms, or (B)
determination by the Issuer that such book-entry only system is burdensome or
undesirable to the Issuer and compliance by the Issuer with all then applicable rules and
procedures of DTC, the Bonds shall no longer be restricted to being registered in the
14
registration books kept by the Registrar in the name of Cede & Co., as nominee of DTC,
but may be registered in whatever name or names Holders shall designate, in accordance
with the provisions of this Resolution. In such event, the Issuer shall issue, and the
Registrar shall authenticate, transfer and exchange the Bonds of like principal amount
and maturity, in denominations of$5,000 or any integral multiple thereof to the Holders
thereof. The foregoing notwithstanding, until such time as participation in the book-entry
only system is discontinued, the provisions set forth in the Blanket Letter of
Representations previously executed by the Issuer and delivered to DTC shall apply to
the payment of principal of and interest on the Bonds.
SECTION 2.09. REDEMPTION OF BONDS. The Bonds shall be redeemed
only in the principal amount of $5,000 each and integral multiples thereof. The Issuer
shall, at least 45 days prior to the redemption date (unless a shorter time period shall be
satisfactory to the Registrar), notify the Registrar of such redemption date and of the
principal amount of Bonds to be redeemed. For purposes of any redemption of less than
all of the Outstanding Bonds of a single maturity, the particular Bonds or portions of
Bonds to be redeemed shall be selected not more than 45 days prior to the redemption
date by the Registrar from the Outstanding Bonds of the maturity or maturities designated
by the Issuer by such method as the Registrar shall deem fair and appropriate and which
may provide for the selection for redemption of Bonds or portions of Bonds in principal
amounts of$5,000 and integral multiples thereof
If less than all of the Outstanding Bonds of a single maturity are to be redeemed,
the Registrar shall promptly notify the Issuer and Paying Agent (if the Registrar is not the
Paying Agent for such Bonds) in writing of the Bonds or portions of Bonds selected for
redemption and, in the case of any Bond selected for partial redemption, the principal
amount thereof to be redeemed.
Notice of such redemption, which shall specify the Bond or Bonds (or portions
thereof) to be redeemed and the date and place for redemption, shall be given by the
Registrar on behalf of the Issuer, and (A) shall be filed with the Paying Agent of such
Bonds, (B) shall be mailed first class, postage prepaid, at least 30 days prior to the
redemption date to all Holders of Bonds to be redeemed at their addresses as they appear
on the registration books kept by the Registrar as of the date of mailing of such notice,
and (C) shall be mailed, certified mail, postage prepaid, at least 35 days prior to the
redemption date to the registered securities depositories and two or more nationally
recognized municipal bond information services. Failure to mail such notice to such
depositories or services or the Holders of the Bonds to be redeemed, or any defect
therein, shall not affect the proceedings for redemption of Bonds as to which no such
failure or defect has occurred. Notice of optional redemption of Bonds shall only be sent
if the Issuer determines it shall have sufficient funds available to pay the Redemption
Price of and interest on the Bonds called for redemption on the redemption date or the
15
notice contains an express provision stating that the redemption is conditioned upon the
Issuer receiving sufficient funds on or prior to the redemption date.
Each notice of redemption shall state: (1) the CUSIP numbers of all Bonds being
redeemed, (2) the original issue date of such Bonds, (3) the maturity date and rate of
interest borne by each Bond being redeemed, (4)the redemption date, (5)the Redemption
Price, (6) the date on which such notice is mailed, (7) if less than all Outstanding Bonds
are to be redeemed, the certificate number (and, in the case of a partial redemption of any
Bond, the principal amount) of each Bond to be redeemed, (8) that on such redemption
date there shall become due and payable upon each Bond to be redeemed the Redemption
Price thereof, or the Redemption Price of the specified portions of the principal thereof in
the case of Bonds to be redeemed in part only, together with interest accrued thereon to
the redemption date, and that from and after such date interest thereon shall cease to
accrue and be payable, (9) that the Bonds to be redeemed, whether as a whole or in part,
are to surrendered for payment of the Redemption Price at the designated office of the
Registrar at an address specified, and (10) the name and telephone number of a person
designated by the Registrar to be responsible for such redemption.
In addition to the mailing of the notice described above, each notice of redemption
and payment of the Redemption Price shall meet the following requirements; provided,
however, the failure to provide such further notice of redemption or to comply with the
terms of this paragraph shall not in any manner defeat the effectiveness of a call for
redemption if notice thereof is given as prescribed above:
(A) Each further notice of redemption shall be sent by certified mail or
overnight delivery service or telecopy to all registered securities depositories then in the
business of holding substantial amounts of obligations of types comprising the Bonds and
to two or more national information services which disseminate notices of prepayment or
redemption of obligations such as the Bonds.
(B) Each further notice of redemption shall be sent to such other Person, if any,
as shall be required by applicable law or regulation.
The notice of redemption described in this paragraph need not be given as described
above if the Bonds called for redemption are registered pursuant to a book-entry-only
system.
The Issuer may provide that a notice of redemption may be contingent upon the
occurrence of certain condition(s) and that if such condition(s) do not occur, the notice
will be rescinded; provided notice of rescission shall be mailed in the manner described
above to all affected Bondholders as soon as practicable after the Issuer has determined to
rescind the redemption.
16
Any Bond which is to be redeemed only in part shall be surrendered at any place
of payment specified in the notice of redemption (with due endorsement by, or written
instrument of transfer in form satisfactory to the Registrar duly executed by, the Holder
thereof or his attorney duly authorized in writing) and the Issuer shall execute and the
Registrar shall authenticate and deliver to the Holder of such Bond, without service
charge, a new Bond or Bonds, of the same interest rate and maturity, and of any
authorized denomination as requested by such Holder, in an aggregate principal amount
equal to and in exchange for the unredeemed portion of the principal of the Bonds so
surrendered.
Notice of redemption having been given substantially as aforesaid, the Bonds or
portions of Bonds so to be redeemed shall, on the redemption date, become due and
payable at the Redemption Price therein specified, and from and after such date (unless
the Issuer shall default in the payment of the Redemption Price) such Bonds or portions
of Bonds shall cease to bear interest. Upon surrender of such Bonds for redemption in
accordance with said notice, such Bonds shall be paid by the Registrar and/or Paying
Agent at the appropriate Redemption Price, plus accrued interest. All Bonds which have
been redeemed shall be cancelled by the Registrar and shall not be reissued.
SECTION 2.10. FORM OF BONDS. The text of the Bonds shall be in
substantially the following form with such omissions, insertions and variations as may be
necessary and/or desirable and approved by the Chairman or the Clerk prior to the
issuance thereof(which necessity and/or desirability and approval shall be presumed by
such officer's execution of the Bonds and the Issuer's delivery of the Bonds to the
purchaser or purchasers thereof):
17
No. R- $
UNITED STATES OF AMERICA
COLLIER COUNTY,FLORIDA
LIMITED GENERAL OBLIGATION BOND
(FOREST LAKES ROADWAY AND DRAINAGE
MUNICIPAL SERVICE TAXING UNIT),
SERIES
Date of
Interest Rate Maturity Date Original Issue CUSIP
Registered Holder: CEDE & CO.
Principal Amount:
Collier County, Florida, a political subdivision of the State of Florida (the
"Issuer"), for value received, hereby promises to pay to the Registered Holder identified
above, or registered assigns as hereinafter provided, on the Maturity Date identified
above, the Principal Amount identified above and to pay interest on such Principal
Amount from the Date of Original Issue identified above or from the most recent interest
payment date to which interest has been paid at the Interest Rate per annum identified
above on 1 and 1 of each year, commencing 1,
, until such Principal Amount shall have been paid.
Such Principal Amount and interest on this Bond are payable in any coin or
currency of the United States of America which, on the respective dates of payment
thereof, shall be legal tender for the payment of public and private debts. Such Principal
Amount is payable at the designated corporate trust office of , as Paying
Agent. Payment of each installment of interest shall be made to the person in whose name
this Bond shall be registered on the registration books of the Issuer maintained by
(the "Registrar"), at the close of business on the fifteenth day (whether or
not a business day) of the calendar month next preceding each interest payment date and
shall be paid by a check or draft of such Paying Agent mailed to such Registered Holder
at the address appearing on such registration books or, at the request of such Registered
Holder, by bank wire transfer to an account of such Holder designated in such written
request.
18
This Bond is one of an authorized issue of Bonds in the aggregate principal
amount of$ (the "Bonds") of like date, tenor and effect, except as to number,
principal amount, maturity and interest rate, issued to ,
and in full compliance with the Constitution and Statutes of the State of Florida,
including particularly Chapter 125, Florida Statutes,Article VII, Section 12 of the Florida
Constitution, Resolution No. 2006-242, adopted by the Board of County Commissioners
of the Issuer (the "Board") on September 12, 2006, and Resolution No. of the
Issuer, adopted by the Board on September 11, 2007, as it may be amended or
supplemented from time to time (the "Resolution"), and is subject to all the terms and
conditions of such Resolution.
In accordance with the terms of the Resolution, the Issuer has made a limited
pledge of its faith, credit and taxing power for the full and prompt payment of the
principal of and interest on the Bonds. A direct annual tax shall be levied, not in excess
of four (4) mills, upon all taxable property within the Forest Lakes Roadway and
Drainage Municipal Service Taxing Unit to make such payments. Provision shall be
included and made in the annual budget and tax levy for the levy of such taxes, which tax
shall be levied and collected at the same time, and in the same manner, as other ad
valorem taxes of the Issuer are assessed, levied and collected.
Reference to the Resolution is hereby made for a description of the funds charged
with and pledged to the payment of the principal of and interest on the Bonds, the nature
and extent of the security for the payment of the Bonds, a statement of the rights, duties
and obligations of the Issuer, the rights of the Holders of the Bonds, to all the provisions
of which Resolution the holder hereof by the acceptance of this Bond assents.
It is hereby certified and recited that all acts, conditions and things required to
exist, to happen and to be performed precedent to and in the issuance of this Bond exist,
have happened and have been performed in regular and due form and time as required by
the laws and Constitution of the State of Florida applicable thereto, and that the issuance
of the Bonds of this issue does not violate any constitutional, statutory, or charter
limitation or provision, and that provision has been made for the collection of a direct
annual tax, without limitation, on all property in the Issuer taxable for such purpose
sufficient to pay and discharge the principal hereof at maturity.
The Issuer has established a book-entry system of registration for the Bonds.
Except as specifically provided otherwise in the Resolution, an agent will hold this Bond
on behalf of the beneficial owner hereof. By acceptance of a confirmation of purchase,
delivery or transfer, the beneficial owner of this Bond shall be deemed to have agreed to
such arrangement.
The transfer of this Bond is registrable by the Bondholder hereof in person or by
his attorney or legal representative at the designated corporate trust office of the Registrar
19
but only in the manner and subject to the conditions provided in the Resolution and upon
surrender and cancellation of this Bond.
(INSERT REDEMPTION PROVISIONS)
Redemption of this Bond under the preceding paragraphs shall be made as
provided in the Resolution upon notice given by first class mail sent at least 30 days prior
to the redemption date to the Registered Holder hereof at the address shown on the
registration books maintained by the Registrar; provided, however, that failure to mail
notice to the Registered Holder hereof, or any defect therein, shall not affect the validity
of the proceedings for redemption of other Bonds as to which no such failure or defect
has occurred. In the event that less than the full principal amount hereof shall have been
called for redemption, the Registered Holder hereof shall surrender this Bond in
exchange for one or more Bonds in an aggregate principal amount equal to the
unredeemed portion of principal, as provided in the Resolution.
This Bond shall not be valid or become obligatory for any purpose or be entitled to
any benefit or security under the Resolution until it shall have been authenticated by the
execution by the Registrar of the certificate of authentication endorsed hereon.
IN WITNESS WHEREOF, Collier County, Florida has issued this Bond and has
caused the same to be signed by the Chairman of its Board of County Commissioners and
attested to by the Clerk of the Circuit Court for Collier County, Florida and Ex-Officio
Clerk of the Board of County Commissioners and its official seal or a facsimile of thereof
to be affixed, impressed, imprinted, lithographed or reproduced hereon, all as of the
day of .
COLLIER COUNTY, FLORIDA
(SEAL)
By:
Chairman, Board of County Commissioners
ATTESTED:
Clerk, Circuit Court for Collier County,
Florida and Ex-Officio Clerk of the
Board of County Commissioners
20
CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds issued under the provisions of the within-
mentioned Resolution.
, as Registrar
Date of Authentication:
By:
Authorized Signatory
21
Unless this certificate is presented by an authorized representative of The
Depository Trust Company to the Issuer or its agent for registration of transfer, exchange
or payment, and any certificate issued is registered in the name of Cede & Co. or such
other name as requested by the authorized representative of The Depository Trust
Company and any payment is made to Cede & Co., ANY TRANSFER, PLEDGE OR
OTHER USE HEREOF FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS
WRONGFUL since the registered owner hereof, Cede & Co., has an interest herein.
ASSIGNMENT AND TRANSFER
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers
unto
(Please insert Social Security or other identifying number of assignee)
the attached Bond of Collier County, Florida, and
does hereby constitute and appoint
attorney, to transfer the said Bond on the books kept for registration thereof, with full
power of substitution in the premises.
Date:
Signature Guaranteed by:
NOTICE: Signature must be guaranteed by
an institution which is a participant in the
Securities Transfer Agent Medallion NOTICE: The signature to this assignment
Program (STAMP) or similar program. must correspond with the name of the
Registered Holder as it appears upon the
face of the within Bond in every particular,
without alteration or enlargement or any
change whatever and the Social Security or
other identifying number of such assignee
must be supplied.
22
The following abbreviations, when used in the inscription on the face of the within
Bond, shall be construed as though they were written out in full according to applicable
laws or regulations:
TEN COM -- as tenants in common
TEN ENT -- as tenants by the entireties
JT TEN -- as joint tenants with right of
survivorship and not as tenants
in common
UNIF TRANS MIN ACT --
(Cust.)
Custodian for
under Uniform Transfers to Minors Act of
(State)
Additional abbreviations may also be used though not in list above.
23
ARTICLE HI
SECURITY, SPECIAL FUNDS AND
APPLICATION THEREOF
SECTION 3.01. LIMITED GENERAL OBLIGATIONS OF THE
ISSUER. The faith, credit and taxing power of the Issuer shall be and are hereby
pledged for the full and prompt payment of the principal of and interest on the Bonds;
provided, that such pledge is a limited obligation of the Issuer which shall not exceed
four (4)mills of ad valorem taxes levied and collected within the Forest Lakes MSTU. A
direct annual tax not in excess of four (4) mills shall be levied upon all taxable property
within the Forest Lakes MSTU to make such payments. No Holder or Holders of the
Bonds shall ever have the right to compel the full faith, credit and taxing power of the
Issuer in an amount greater than the Limited Ad Valorem Tax or within any area other
than the Forest Lakes MSTU. Provision shall be included and made in the annual budget
and tax levy for the levy of the Limited Ad Valorem Tax in an amount sufficient to pay
the principal of and interest on the Bonds, as the same shall become due. Whenever the
Issuer shall, in any Fiscal Year, have irrevocably deposited in the Sinking Fund any
moneys derived from sources other than the aforementioned Limited Ad Valorem Tax,
said Limited Ad Valorem Tax may be correspondingly diminished; but any such
diminution must leave available an amount of such Limited Ad Valorem Tax, after
allowance for anticipated delinquencies in collection, fully sufficient, with such moneys
so deposited from other sources, to assure the prompt payment of principal, interest and
other related charges falling due prior to the time that the proceeds of the next annual
Limited Ad Valorem Tax levy will be available. Such Limited Ad Valorem Tax shall be
levied and collected at the same time, and in the same manner, as other ad valorem taxes
of the Issuer are assessed, levied and collected. The Limited Ad Valorem Tax shall be
levied and collected in accordance with all applicable law, including, but not limited to,
the Referendum Resolution. The Issuer hereby irrevocably pledges such Limited Ad
Valorem Tax to the payment of the Bonds.
SECTION 3.02. PROJECT FUND. There is hereby created a special fund to
be known as the "Collier County, Florida Limited General Obligation Bonds (Forest
Lakes Roadway and Drainage Municipal Service Taxing Unit)Project Fund," which shall
be used only for payment of the Costs of Project. Moneys in the Project Fund, until
applied to payment of any item of the Costs of the Project in the manner hereinafter
provided, shall be held in trust by the Issuer and shall be subject to a lien and charge in
favor of the Holders of the Bonds and for the further security of such Holders.
The Issuer covenants that the acquisition and construction of the Project will be
completed without delay. The Issuer shall keep records of disbursements and payments
from the Project Fund and shall retain all such records for such periods of time as is
required by applicable law.
24
Notwithstanding any of the other provisions of this Section 3.02, to the extent that
other moneys are not available therefor, amounts in an account of the Project Fund shall
be applied to the payment of principal and interest on the Bonds or to reimburse the
Insurer for the payment of such principal and interest.
The date of completion of acquisition and construction of the Project shall be filed
by the County Manager with the Issuer. Promptly after the date of the completion of the
Project, and after paying or making provisions for the payment of all unpaid items of the
Costs of the Project, the Issuer shall apply any balance of moneys remaining in the
Project Fund for any lawful purpose; provided the Issuer has received an opinion of Bond
Counsel to the effect that such application shall not adversely affect the exclusion, if any,
of interest on the Bonds from gross income for purposes of federal income taxation and
such use is consistent with the provisions of the Referendum Resolution.
SECTION 3.03. CREATION OF SINKING FUND; APPLICATION OF
LIMITED AD VALOREM TAX. (A) There is hereby created a special fund to be
known as the "Collier County, Florida Limited General Obligation Bonds (Forest Lakes
Roadway and Drainage Municipal Service Taxing Unit) Sinking Fund" which shall be
held in trust for the benefit of the Bondholders. There is hereby ordered levied upon all
the property taxable for such purpose within the Forest Lakes MSTU the Limited Ad
Valorem Tax in an amount sufficient, together with other available moneys, to pay the
principal and interest on the Bonds, the charges of the Paying Agents and Registrars, and
any other amounts that are properly due and owing with respect to the repayment of the
Bonds; provided, however, that in no event shall the levy of the Limited Ad Valorem Tax
be in excess of four (4) mills on all taxable property within Forest Lakes MSTU. The
Limited Ad Valorem Tax levied pursuant to this Resolution as collected shall be paid
over for deposit into the Sinking Fund.
(B) Money in the Sinking Fund shall be used solely for the purpose of paying
the Annual Debt Service on the Bonds coming due (whether by maturity or otherwise).
Moneys in the Sinking Fund shall be disbursed for (i) the payment of the interest
on the Bonds secured hereby as such interest falls due, (ii)the payment of the principal of
the Bonds secured hereby at their respective maturities or earlier redemption, (iii) the
payment of Amortization Installments coming due, (iv)the purchase of Bonds in the open
market, provided, however, the price paid shall not exceed the principal amount plus
accrued interest, and (v) the payment of the necessary charges for paying Bonds and
interest thereon.
(C) At least one business day prior to the date established for payment of any
principal of or interest on the Bonds, the Issuer shall withdraw from the Sinking Fund
sufficient moneys to pay such principal or interest and deposit such moneys with the
25
Paying Agent. Such deposits with the Paying Agent shall be made in moneys available to
make payments of the principal of and interest on the Bonds as the same becomes due.
SECTION 3.04. REBATE FUND. There is hereby created a special fund to
be known as the "Collier County, Florida Limited General Obligation Bonds (Forest
Lakes Roadway and Drainage Municipal Service Taxing Unit) Rebate Fund." Amounts
on deposit in the Rebate Fund shall be held in trust by the Issuer and used solely to make
required rebates to the United States (except to the extent the same may be transferred to
the Issuer) and the Bondholders shall have no right to have the same applied for debt
service on the Bonds. If the rebate requirements of Section 148(f) of the Code are
applicable, the Issuer agrees to undertake all actions required of it in its arbitrage
certificate related to the Bonds, including, but not limited to:
(A) making a determination in accordance with the Code of the amount
required to be deposited in the Rebate Fund;
(B) depositing the amount determined in clause (A) above into the Rebate
Fund;
(C) paying on the dates and in the manner required by the Code to the United
States Treasury from the Rebate Fund and any other legally available moneys of the
Issuer such amounts as shall be required by the Code to be rebated to the United States
Treasury; and
(D) keeping such records of the determinations made pursuant to this Section
3.04 as shall be required by the Code, as well as evidence of the fair market value of any
investments purchased with proceeds of the Bonds.
The provisions of the above-described arbitrage certificate may be amended
without the consent of any Holder or the Insurer from time to time as shall be necessary,
in the opinion of Bond Counsel, to comply with the provisions of the Code.
SECTION 3.05. INVESTMENTS. Moneys on deposit in the Project Fund
and the Sinking Fund shall be continuously secured in the manner by which the deposit
of public funds are authorized to be secured by the laws of the State. Moneys on deposit
in the Project Fund and the Sinking Fund may be invested and reinvested in Authorized
Investments maturing not later than the date on which the moneys therein will be needed
for the purposes of such Funds. All investments shall be valued at amortized cost. Any
and all income received by the Issuer from the investment of moneys in the Project Fund
and the Sinking Fund shall be retained in such respective Fund. Nothing contained in this
Resolution shall prevent any Authorized Investments acquired as investments of or
security for funds held under this Resolution from being issued or held in book-entry
form on the books of the Department of the Treasury of the United States.
26
SECTION 3.06. SEPARATE ACCOUNTS. The moneys required to be
accounted for in each of the foregoing funds and accounts established herein may be
deposited in a single, non-exclusive bank account, and funds allocated to the various
funds and accounts established herein may be invested in a common investment pool,
provided that adequate accounting records are maintained to reflect and control the
restricted allocation of the moneys on deposit therein and such investments for the
various purposes of such funds, accounts and subaccounts as herein provided.
The designation and establishment of the various funds and accounts in and by this
Resolution shall not be construed to require the establishment of any completely
independent, self-balancing funds as such term is commonly defined and used in
governmental accounting, but rather is intended solely to constitute an earmarking of
certain revenues for certain purposes and to establish certain priorities for application of
such revenues as herein provided.
SECTION 3.07. REFUNDING BONDS. The Issuer may, from time to time,
issue bonds to refund the Bonds issued hereunder. Such refunding bonds shall be issued
on parity with any unrefunded Bonds; provided, issuance of such refunding bonds shall
result in aggregate debt service savings. For purposes of all of the provisions of this
Resolution, except Sections 2.01 and 2.02 and Articles VII and IX and except where the
context clearly provides otherwise, the term "Bonds" shall include any refunding bonds.
SECTION 3.08 ADDITIONAL INDEBTEDNESS. The Issuer agrees that it
will issue no obligations payable from the Limited Ad Valorem Tax other than the
Bonds. No additional Bonds shall be issued under this Resolution other than for
refunding purposes as described in Section 3.07 hereof.
27
ARTICLE IV
COVENANTS OF ISSUER
SECTION 4.01. BOOKS AND RECORDS. The Issuer will keep books and
records of the receipt of the Limited Ad Valorem Tax in accordance with generally
accepted accounting principles, and the Insurer and any Holder of Bonds shall have the
right at all reasonable times to inspect the records, accounts and data of the Issuer relating
thereto.
SECTION 4.02. NO IMPAIRMENT. The pledging of the Limited Ad
Valorem Tax in the manner provided herein shall not be subject to repeal, modification or
impairment by any subsequent ordinance, resolution, agreement or other proceedings of
the Issuer. The Issuer agrees not to take any action with respect to the Forest Lakes
MSTU, including but not limited to reducing its geographic boundaries, which would
have a materially adverse effect on the Bonds.
SECTION 4.03. FEDERAL INCOME TAX COVENANTS. (A) The Issuer
covenants with the Holders of the Bonds that it shall not use the proceeds of the Bonds in
any manner which would cause the interest on the Bonds to be or become includable in
gross income for purposes of federal income taxation.
(B) The Issuer covenants with the Holders of the Bonds that neither the Issuer
nor any Person under its control or direction will make any use of the proceeds of the
Bonds (or amounts deemed to be proceeds under the Code) in any manner which would
cause the Bonds to be "arbitrage bonds" within the meaning of the Code and neither the
Issuer nor any other Person shall do any act or fail to do any act which would cause the
interest on the Bonds to become includable in gross income for purposes of federal
income taxation.
(C) The Issuer hereby covenants with the Holders of the Bonds that it will
comply with all provisions of the Code necessary to maintain the exclusion of interest on
the Bonds from gross income for purposes of federal income taxation, including, in
particular, the payment of any amount required to be rebated to the U.S. Treasury
pursuant to the Code.
28
ARTICLE V
DEFAULTS AND REMEDIES
SECTION 5.01. EVENTS OF DEFAULT. The following events shall each
constitute an "Event of Default":
(A) Default shall be made in the payment of the principal of or interest on any
Bond when due. In determining whether a payment default has occurred, no effect shall
be given to payment made under a Bond Insurance Policy.
(B) There shall occur the dissolution or liquidation of the Issuer, or the filing by
the Issuer of a voluntary petition in bankruptcy, or the commission by the Issuer of any
act of bankruptcy, or adjudication of the Issuer as bankrupt, or assignment by the Issuer
for the benefit of its creditors, or appointment of a receiver for the Issuer, or the entry by
the Issuer into an agreement of composition with its creditors, or the approval by a court
of competent jurisdiction of a petition applicable to the Issuer in any proceeding for its
reorganization instituted under the provisions of the Federal Bankruptcy Code, as
amended, or under any similar act in any jurisdiction which may now be in effect or
hereafter enacted.
(C) The Issuer shall default in the due and punctual performance of any other of
the covenants, conditions, agreements and provisions contained in the Bonds or in this
Resolution on the part of the Issuer to be performed, and such default shall continue for a
period of 30 days after written notice of such default shall have been received from the
Holders of not less than 25% of the aggregate principal amount of the Outstanding Bonds
or any Insurer. Notwithstanding the foregoing, the Issuer shall not be deemed in default
hereunder if such default can be cured within a reasonable period of time and if the Issuer
in good faith institutes curative action and diligently pursues such action until the default
has been corrected.
SECTION 5.02. REMEDIES. Any Holder of the Bonds or any trustee or
receiver acting for such Bondholders may either at law or in equity, by suit, action,
mandamus or other proceedings in any court of competent jurisdiction, protect and
enforce any and all rights under the laws of the State of Florida, or granted and contained
in this Resolution, and may enforce and compel the performance of all duties required by
this Resolution or by any applicable statutes to be performed by the Issuer or by any
officer thereof; provided, however, that no Holder, Insurer, trustee, receiver or other
person shall have the right to declare the Bonds immediately due and payable.
The Holder or Holders of Bonds in an aggregate principal amount of not less than
25% of the Bonds then Outstanding may by a duly executed certificate in writing appoint
a trustee for Holders of Bonds issued pursuant to this Resolution with authority to
represent such Bondholders in any legal proceedings for the enforcement and protection
29
of the rights of such Bondholders and such certificate shall be executed by such
Bondholders or their duly authorized attorneys or representatives, and shall be filed in the
office of the Clerk. Notice of such appointment, together with evidence of the requisite
signatures of the Holders of not less than 25% in aggregate principal amount of Bonds
Outstanding and the trust instrument under which the trustee shall have agreed to serve
shall be filed with the Issuer and the trustee and notice of appointment shall promptly be
given to all Holders of Bonds by first class mail, postage prepaid. After the appointment
of the first trustee hereunder, no further trustees may be appointed; however, the holders
of a majority in aggregate principal amount of all the Bonds then Outstanding may
remove the trustee initially appointed and appoint a successor and subsequent successors
at any time.
SECTION 5.03. DIRECTIONS TO RECEIVER AS TO REMEDIAL
PROCEEDINGS. The Holders of a majority in principal amount of the Bonds then
Outstanding (or the Insurer) have the right, by an instrument or concurrent instruments in
writing executed and delivered to any receiver, to direct the method and place of
conducting all remedial proceedings to be taken by any receiver hereunder, provided that
such direction shall not be otherwise than in accordance with law or the provisions
hereof, and that the trustee shall have the right to decline to follow any such direction
which in the opinion of such receiver would be unjustly prejudicial to Holders of Bonds
not parties to such direction.
SECTION 5.04. REMEDIES CUMULATIVE. No remedy herein conferred
upon or reserved to the Bondholders is intended to be exclusive of any other remedy or
remedies, and each and every such remedy shall be cumulative, and shall be in addition
to every other remedy given hereunder or now or hereafter existing at law or in equity or
by statute.
SECTION 5.05. WAIVER OF DEFAULT. No delay or omission of any
Bondholder to exercise any right or power accruing upon any default shall impair any
such right or power or shall be construed to be a waiver of any such default, or an
acquiescence therein; and every power and remedy given by this Section 5.05 to the
Bondholders may be exercised from time to time, and as often as may be deemed
expedient. No Event of Default may be waived without the consent of the Insurer, which
has honored all its obligations under the Bond Insurance Policy.
SECTION 5.06. CONTROL BY INSURER. To the extent the Insurer makes
any payment of principal of or interest on Bonds in accordance with the Bond Insurance
Policy, the Insurer shall become subrogated to the rights of the recipients of such
payments in accordance with the terms of its Bond Insurance Policy. Upon the
occurrence and continuance of an Event of Default, the Insurer, if it shall not be in
payment default under the Bond Insurance Policy, shall be deemed to be the sole owner
of such Bonds for purposes of(A) directing and controlling the enforcement of all rights
30
and remedies with respect to such Bonds, including any waiver of an Event of Default
and removal of any trustee, and (B) exercising any voting right or privilege or giving any
consent or direction or taking any other action that the Holders of such Bonds are entitled
to take pursuant to this Article V hereof. No provision expressly recognizing or granting
rights in or to the Insurer shall be modified without the consent of the Insurer. The
Insurer's rights under this Section 5.06 shall be suspended during any period in which it is
in default in its payment obligations under the Bond Insurance Policy (except to the
extent of amounts previously paid by the Insurer and due and owing to it) and shall be of
no force or effect if its Bond Insurance Policy is no longer in effect or if it asserts that its
Bond Insurance Policy is not in effect or if the Insurer waives such rights in writing. The
rights granted to the Insurer under this Section 5.06 are granted in consideration of the
Insurer issuing its Bond Insurance Policy. The Issuer shall provide the Insurer immediate
notice of any Event of Default described in Section 5.01(A) hereof and notice of any
other Event of Default occurring hereunder within five days of the occurrence thereof.
The insurer shall be considered a third-party beneficiary to this Resolution with respect to
the Bonds.
31
ARTICLE VI
SUPPLEMENTAL RESOLUTIONS
SECTION 6.01. SUPPLEMENTAL RESOLUTION WITHOUT
BONDHOLDERS' CONSENT. The Issuer, from time to time and at any time, may
adopt such Supplemental Resolutions without the consent of the Bondholders (which
Supplemental Resolution shall thereafter form a part hereof) for any of the following
purposes:
(A) To cure any ambiguity or formal defect or omission or to correct any
inconsistent provisions in this Resolution or to clarify any matters or questions arising
hereunder.
(B) To grant to or confer upon the Bondholders any additional rights, remedies,
powers, authority or security that may lawfully be granted to or conferred upon the
Bondholders.
(C) To add to the conditions, limitations and restrictions on the issuance of
Bonds under the provisions of this Resolution other conditions, limitations and
restrictions thereafter to be observed.
(D) To add to the covenants and agreements of the Issuer in this Resolution
other covenants and agreements thereafter to be observed by the Issuer or to surrender
any right or power herein reserved to or conferred upon the Issuer.
(E) To specify and determine any matters and things relative to such Bonds
which are not contrary to or inconsistent with this Resolution as theretofore in effect, or
to amend, modify or rescind any such authorization, specification or determination at any
time prior to the first delivery of such Bonds.
(F) To issue obligations to refund any Bonds as described in Section 3.07
hereof.
(G) To make any other change that, in the opinion of the Issuer, would not
materially adversely affect the security for the Bonds.
SECTION 6.02. SUPPLEMENTAL RESOLUTION WITH
BONDHOLDERS' AND INSURER'S CONSENT. Subject to the terms and provisions
contained in this Section 6.02 and Sections 6.01 and 6.03 hereof, the Holder or Holders
of not less than a majority in aggregate principal amount of the Bonds then Outstanding
shall have the right, from time to time, anything contained in this Resolution to the
contrary notwithstanding, to consent to and approve the adoption of such Supplemental
Resolution or Resolutions hereto as shall be deemed necessary or desirable by the Issuer
32
for the purpose of supplementing, modifying, altering, amending, adding to or rescinding,
in any particular, any of the terms or provisions contained in this Resolution; provided,
however, that if such modification or amendment will, by its terms, not take effect so
long as any Bonds of any maturity remain Outstanding, the consent of the Holders of
such Bonds shall not be required and such Bonds shall not be deemed to be Outstanding
for the purpose of any calculation of Outstanding Bonds under this Section 6.02. Any
Supplemental Resolution which is adopted in accordance with the provisions of this
Section 6.02 shall also require the written consent of the Insurer. No Supplemental
Resolution may be approved or adopted which shall permit or require (A) an extension of
the maturity of the principal of or the payment of the interest on any Bond issued
hereunder, (B) reduction in the principal amount of any Bond or the rate of interest
thereon, (C) the creation of a lien upon or a pledge of the Limited Ad Valorem Tax other
than the lien and pledge created by this Resolution or as otherwise permitted hereby, (D)
a preference or priority of any Bond or Bonds over any other Bond or Bonds, or (E) a
reduction in the aggregate principal amount of the Bonds required for consent to such
Supplemental Resolution. Nothing herein contained, however, shall be construed as
making necessary the approval by Bondholders or the Insurer of the adoption of any
Supplemental Resolution as authorized in Section 6.01 hereof.
If at any time the Issuer shall determine that it is necessary or desirable to adopt
any Supplemental Resolution pursuant to this Section 6.02, the Clerk shall cause the
Registrar to give notice of the proposed adoption of such Supplemental Resolution and
the form of consent to such adoption to be mailed, postage prepaid, to all Bondholders at
their addresses as they appear on the registration books and to all Insurers of Bonds
Outstanding. Such notice shall briefly set forth the nature of the proposed Supplemental
Resolution and shall state that copies thereof are on file at the offices of the Clerk and the
Registrar for inspection by all Bondholders. The Issuer shall not, however, be subject to
any liability to any Bondholder by reason of its failure to cause the notice required by this
Section 6.02 to be mailed and any such failure shall not affect the validity of such
Supplemental Resolution when consented to and approved as provided in this Section
6.02.
Whenever the Issuer shall deliver to the Clerk an instrument or instruments in
writing purporting to be executed by the Holders of not less than a majority in aggregate
principal amount of the Bonds then Outstanding, which instrument or instruments shall
refer to the proposed Supplemental Resolution described in such notice and shall
specifically consent to and approve the adoption thereof in substantially the form of the
copy thereof referred to in such notice, thereupon, but not otherwise, the Issuer may
adopt such Supplemental Resolution in substantially such form, without liability or
responsibility to any Holder of any Bond, whether or not such Holder shall have
consented thereto.
33
If the Holders of not less than a majority in aggregate principal amount of the
Bonds Outstanding at the time of the adoption of such Supplemental Resolution shall
have consented to and approved the adoption thereof as herein provided, no Holder of
any Bond shall have any right to object to the adoption of such Supplemental Resolution,
or to object to any of the terms and provisions contained therein or the operation thereof,
or in any manner to question the propriety of the adoption thereof, or to enjoin or restrain
the Issuer from adopting the same or from taking any action pursuant to the provisions
thereof
Upon the adoption of any Supplemental Resolution pursuant to the provisions of
this Section 6.02, this Resolution shall be deemed to be modified and amended in
accordance therewith, and the respective rights, duties and obligations under this
Resolution of the Issuer and all Holders of Bonds then Outstanding shall thereafter be
determined, exercised and enforced in all respects under the provisions of this Resolution
as so modified and amended.
SECTION 6.03. AMENDMENT WITH CONSENT OF INSURER. For
purposes of amending this Resolution pursuant to Section 6.02 hereof, the Insurer shall
be considered the Holder of the Bonds, provided the Bonds, at the time of the adoption of
the amendment, shall be rated by the rating agencies which shall have rated the Bonds no
lower than the initial ratings (insured ratings) assigned thereto by such rating agencies.
The consent of the Holders of Bonds shall not be required if the Insurer shall consent to
the amendment as provided by this Section 6.03. The foregoing right of amendment,
however, does not apply to any amendment to Section 4.03 hereof with respect to the
exclusion of interest on the Bonds from gross income for purposes of federal income
taxation or the amendments described in the penultimate sentence of the first paragraph
of Section 6.02 hereof. Prior to adoption of any amendment made pursuant to this Section
6.03, notice of such amendment shall be delivered to the rating agencies rating the Bonds.
Upon filing with the Clerk of evidence of such consent of the Insurer as aforesaid, the
Issuer may adopt such Supplemental Resolution. After the adoption by the Issuer of such
Supplemental Resolution, notice thereof shall be mailed in the same manner as notice of
an amendment under Section 6.02 hereof.
34
ARTICLE VII
PROVISIONS RELATING TO THE BOND INSURANCE
POLICY AND INSURER FOR THE BONDS
SECTION 7.01. MUNICIPAL BOND INSURANCE. Subject in all respects
to the satisfaction of the conditions of Section 2.01 hereof, the Issuer hereby authorizes
the payment of the principal of and interest on the Bonds to be insured pursuant to the
Bond Insurance Policy issued by MBIA Insurance Corporation ("MBIA" or the
"Insurer"). The Chairman is hereby authorized to execute such documents and
instruments necessary to cause to MBIA insure the Bonds.
SECTION 7.02. PROVISIONS RELATING TO BOND INSURANCE
POLICY. (1) The commitment from MBIA to issue its Bond Insurance Policy with
respect to the Bonds is hereby approved and authorized and payment for the premium for
such insurance is hereby authorized from proceeds of the Bonds. A statement of
insurance is hereby authorized to be printed on or attached to the Bonds for the benefit
and information of the Bondholders of the Bonds.
(2) Subject in all respects to the satisfaction of the conditions of Section 2.01
hereof, so long as the Bond Insurance Policy issued by MBIA is in full force and effect
and MBIA has not defaulted in its payment obligations under the Bond Insurance Policy,
the Issuer agrees to comply with the following provisions:
(A) In the event that, on the second business day, and again on the
business day, prior to an Interest Date on the Bonds, the Paying Agent has not
received sufficient moneys to pay all principal of and interest on the Bonds due on
the second following or following, as the case may be, business day, the Paying
Agent shall immediately notify MBIA or its designee on the same business day by
telephone or telegraph, confirmed in writing by registered or certified mail, of the
amount of the deficiency.
(B) If the deficiency is made up in whole or in part prior to or on the
Interest Date, the Paying Agent shall so notify MBIA or its designee.
(C) In addition, if the Paying Agent has notice that any Bondholder has
been required to disgorge payments of principal or interest on a Bond to a trustee
in bankruptcy or creditors or others pursuant to a final judgment by a court of
competent jurisdiction that such payment constitutes a voidable preference to such
Bondholder within the meaning of any applicable bankruptcy laws, then the
Paying Agent shall notify MBIA or its designee of such fact by telephone or
telegraphic notice, confirmed in writing by registered or certified mail.
35
(D) The Paying Agent is hereby irrevocably designated, appointed,
directed and authorized to act as attorney-in-fact for Bondholders as follows:
(i) If and to the extent there is a deficiency in amounts required
to pay interest on the Bonds, the Paying Agent shall (a) execute and deliver
to U.S. Bank Trust National Association, or its successors under the Bond
Insurance Policy (the "Insurance Paying Agent"), in form satisfactory to the
Insurance Paying Agent, an instrument appointing MBIA as agent for such
Bondholders in any legal proceeding related to the payment of such interest
and an assignment to MBIA of the claims for interest to which such
deficiency relates and which are paid by MBIA, (b) receive as designee of
the respective Bondholders (and not as Paying Agent) in accordance with
the tenor of the Bond Insurance Policy payment from the Insurance Paying
Agent with respect to the claims for interest so assigned, and (c) disburse
the same to such respective Bondholders; and
(ii) If and to the extent of a deficiency in amounts required to pay
principal of the Bonds, the Paying Agent shall (a) execute and deliver to the
Insurance Paying Agent in form satisfactory to the Insurance Paying Agent
an instrument appointing MBIA as agent for such Bondholder in any legal
proceeding relating to the payment of such principal and an assignment to
MBIA of any of the Bonds surrendered to the Insurance Paying Agent of so
much of the principal amount thereof as has not previously been paid or for
which moneys are not held by the Paying Agent and available for such
payment (but such assignment shall be delivered only if payment from the
Insurance Paying Agent is received), (b) receive as designee of the
respective Bondholders (and not as Paying Agent) in accordance with the
tenor of the Bond Insurance Policy payment therefor from the Insurance
Paying Agent, and (c) disburse the same to such Bondholders.
(E) Payments with respect to claims for interest on and principal of
Bonds disbursed by the Paying Agent from proceeds of the Bond Insurance Policy
shall not be considered to discharge the obligation of the Issuer with respect to
such Bonds, and MBIA shall become the owner of such unpaid Bond and claims
for the interest in accordance with the tenor of the assignment made to it under the
provisions of this subsection or otherwise.
(F) Irrespective of whether any such assignment is executed and
delivered, the Issuer and the Paying Agent agree for the benefit of MBIA that:
(i) They recognize that to the extent MBIA makes payments,
directly or indirectly (as by paying through the Paying Agent), on account
of principal of or interest on the Bonds, MBIA will be subrogated to the
36
rights of such Bondholders to receive the amount of such principal and
interest from the Issuer, with interest thereon as provided and solely from
the sources stated in the Resolution and the Bonds; and
(ii) They will accordingly pay to MBIA the amount of such
principal and interest (including principal and interest recovered under
subparagraph (ii) of the first paragraph of the Bond Insurance Policy, which
principal and interest shall be deemed past due and not to have been paid),
with interest thereon as provided in the Resolution and the Bonds, but only
from the sources and in the manner provided in the Resolution for the
payment of principal of and interest on the Bonds to Bondholders, and will
otherwise treat MBIA as the owner of such rights to the amount of such
principal and interest.
(G) In connection with the issuance of additional parity obligations, the
Issuer shall deliver to MBIA a copy of the disclosure document, if any, circulated
with respect to such additional parity obligations.
(H) Copies of any amendments made to the documents executed in
connection with the issuance of the Bonds which are required to be consented to
by MBIA shall be sent to Standard & Poor's Corporation. Copies of any other
amendments not requiring MBIA's consent shall be delivered to MBIA.
(I) The Issuer shall provide MBIA with notice of the resignation or
removal of the Paying Agent and the appointment of a successor thereto.
(J) The Issuer shall provide MBIA with copies of all notices required to
be delivered to Bondholders under the Resolution and, on an annual basis, copies
of the Issuer's audited financial statements and annual budget.
(K) Any notice required to be given to or by any party, including, but not
limited to, a Bondholder or the Paying Agent, pursuant to the Resolution shall also
be provided to MBIA. All notices required to be given to MBIA shall be in writing
and shall be sent by registered or certified mail addressed to MBIA Insurance
Corporation, 113 King Street, Armonk, New York 10504, Attention: Surveillance.
(L) The Issuer agrees to reimburse MBIA immediately and
unconditionally upon demand, to the extent permitted by law, for all reasonable
expenses, including attorneys' fees and expenses, incurred by MBIA in connection
with (i) enforcement by MBIA of the Issuer's obligations, or the preservation or
defense of any rights of MBIA, under the Resolution and any other document
executed in connection with the issuance of the Bonds, and (ii) any consent,
amendment, waiver or other action with respect to the Resolution or any related
37
document, whether or not granted or approved, together with interest on all such
expenses from and including the date incurred to the date of payment of Citibank's
prime rate plus 3% or the maximum interest rate permitted by law, whichever is
less. In addition, MBIA reserves the right to charge a fee in connection with its
review of any such consent, amendment or waiver, whether or not granted or
approved.
(M) The Issuer agrees not to use MBIA's name in any public document
including, without limitation, a press release or presentation, announcement or
forum without MBIA's prior consent. Notwithstanding the immediately preceding
sentence, the Issuer may use, refer to and disclose MBIA's name in its ordinary
course of business and government activity. Such use, reference or disclosure
includes, but is not limited to, publishing MBIA's name in the Issuer's
Comprehensive Annual Financial Report, any preliminary or final Official
Statement, any continuing disclosure document, or any other document or
instrument that is prepared by the Issuer in the ordinary course of its business and
government activity. In addition, the Issuer may disclose MBIA's name in
accordance with any applicable public records or other laws.
(N) The Issuer shall not enter into any agreement nor shall it consent to
or participate in any arrangement pursuant to which Bonds are tendered or
purchased for any purpose other than the redemption and cancellation or legal
defeasance of such Bonds without the prior written consent of MBIA.
38
ARTICLE VIII
DEFEASANCE
SECTION 8.01. DEFEASANCE. If the Issuer shall pay or cause to be paid or
there shall otherwise be paid to the Holders of the Bonds the principal and interest due or
to become due thereon, at the times and in the manner stipulated therein and in this
Resolution, and the Issuer shall pay all amounts owing to the Insurer, then all covenants,
agreements and other obligations of the Issuer to the holders of the Bonds shall thereupon
cease, terminate and become void and be discharged and satisfied. In such event, the
Paying Agent shall pay over or deliver to the Issuer all money or securities held by it
pursuant to this Resolution which are not required for payment of the Bonds not
theretofore surrendered for such payment.
Any Bonds or interest installments appertaining thereto shall be deemed to have
been paid within the meaning of this Section 8.01 if there shall have been deposited in
irrevocable trust with a banking institution or trust company by or on behalf of the Issuer
either moneys in an amount which shall be sufficient, or Federal Securities verified by an
independent certified public accountant to be in such amount that the principal of and the
interest on which when due will provide moneys which, together with the moneys, if any,
deposited with such banking institution or trust company at the same time shall be
sufficient, to pay the principal of and interest due and to become due on said Bonds on
and prior to the maturity date thereof Except as hereafter provided, neither the Federal
Securities nor any moneys so deposited with such banking institution or trust company
nor any moneys received by such bank or trust company on account of principal of or
interest on said Federal Securities shall be withdrawn or used for any purpose other than,
and all such moneys shall be held in trust for and be applied to, the payment, when due,
of the principal of the Bonds for the payment of which they were deposited and the
interest accruing thereon to the date of maturity; provided, however, the Issuer may
substitute new Federal Securities and moneys for the deposited Federal Securities and
moneys if the new Federal Securities and moneys are sufficient to pay the principal of
and interest on the refunded Bonds.
If Bonds are not to be redeemed or paid within 60 days after any such defeasance
described in this Section 8.01, the Issuer shall cause the Registrar to mail a notice to the
Holders of such Bonds that the deposit required by this Section 8.01 of moneys or
Federal Securities has been made and said Bonds are deemed to be paid in accordance
with the provisions of this Section 8.01 and stating such maturity date upon which
moneys are to be available for the payment of the principal of and interest on said Bonds.
Failure to provide said notice shall not affect the Bonds being deemed to have been paid
in accordance with the provisions of this Section 8.01.
Notwithstanding anything herein to the contrary, in the event that the principal of
or interest due on the Bonds shall be paid by the Insurer, such Bonds shall remain
39
Outstanding, shall not be defeased or otherwise satisfied and shall not be considered paid
by the Issuer, and the pledge of the Limited Ad Valorem Tax and all covenants,
agreements and other obligations of the Issuer to the Bondholders shall continue to exist
and the Insurer shall be subrogated to the rights of such Bondholders.
40
ARTICLE IX
PROVISIONS RELATING TO BONDS
SECTION 9.01. OFFICIAL NOTICE OF SALE. The form of the Official
Notice of Sale attached hereto as Exhibit A and the terms and provisions thereof are
hereby authorized and approved. The Chairman is hereby authorized to make such
changes, insertions and modifications as he or she shall deem necessary prior to the
advertisement of such Official Notice of Sale or a summary thereof. The Chairman is
hereby authorized to advertise and publish the Official Notice of Sale or a summary
thereof at such time as he or she shall deem necessary and appropriate, upon the advice of
the Financial Advisor, to accomplish the competitive sale of the Bonds in accordance
with applicable law.
SECTION 9.02. PRELIMINARY OFFICIAL STATEMENT; OFFICIAL
STATEMENT. (A) The Issuer hereby authorizes the distribution and use of the
Preliminary Official Statement in substantially the form attached hereto as Exhibit B in
connection with the offering of the Bonds for sale. If between the date hereof and the
mailing of the Preliminary Official Statement, it is necessary to make insertions,
modifications or changes in the Preliminary Official Statement, the Chairman is hereby
authorized to approve such insertions, changes and modifications. The Chairman is
hereby authorized to deem the Preliminary Official Statement "final" within the meaning
of Rule 15c2-12(b)(1) under the Securities Exchange Act of 1934 in the form as mailed.
Execution of a certificate by the Chairman deeming the Preliminary Official Statement
"final" as described above shall be conclusive evidence of the approval of any insertions,
changes or modifications.
(B) The form, terms and provisions of the Official Statement relating to the
Bonds shall be substantially as set forth in the Preliminary Official Statement and shall
include all of the specific financial terms of the Bonds. Subject in all respects to the
satisfaction of the conditions in Section 2.01 hereof, the Chairman is hereby authorized
and directed to execute and deliver said Official Statement in the name and on behalf of
the Issuer, and thereupon to cause such Official Statement to be delivered to the
Underwriters with such changes, amendments, modifications, omissions and additions as
may be approved by the Chairman. Said Official Statement, including any such changes,
amendments, modifications, omissions and additions as approved by the Chairman and
the information contained therein are hereby authorized to be used in connection with the
sale of the Bonds to the public. Execution by the Chairman of the Official Statement
shall be deemed to be conclusive evidence of approval of such changes.
SECTION 9.03. APPOINTMENT OF PAYING AGENT AND
REGISTRAR. Subject in all respects to the satisfaction of the conditions in Section 2.01
hereof, U.S. Bank National Association, Miami, Florida, is hereby designated Registrar
and Paying Agent for the Bonds. The Chairman and/or the Clerk are hereby authorized to
41
•
enter into any agreement which may be necessary to effect the transactions contemplated
by this Section 9.03 and by this Resolution.
SECTION 9.04. SECONDARY MARKET DISCLOSURE. Subject in all
respects to the satisfaction of the conditions in Section 2.01 hereof, the Issuer hereby
covenants and agrees that, in order to provide for compliance by the Issuer with the
secondary market disclosure requirements of the Rule, it will comply with and carry out
all of the provisions of the Continuing Disclosure Certificate to be executed by the Issuer
and dated the dated date of the Bonds, as it may be amended from time to time in
accordance with the terms thereof. The Continuing Disclosure Certificate shall be
substantially in the form of Exhibit C hereto with such changes, amendments,
modifications, omissions and additions as shall be approved by the Chairman who is
hereby authorized to execute and deliver such Certificate. Notwithstanding any other
provision of this Resolution, failure of the Issuer to comply with such Continuing
Disclosure Certificate shall not be considered an Event of Default under this Resolution;
provided, however, to the extent permitted by law, the sole and exclusive remedy of any
Bondholder for the enforcement of the provisions of the Continuing Disclosure
Certificate shall be an action for mandamus or specific performance, as applicable, by
court order, to cause the Issuer to comply with its obligations under this Section 9.04 and
the Continuing Disclosure Certificate. For purposes of this Section 9.04, "Bondholder"
shall mean any person who (A) has the power, directly or indirectly, to vote or consent
with respect to, or to dispose of ownership of, any Bonds (including persons holding such
Bonds through nominees, depositories or other intermediaries), or (B) is treated as the
owner of any such Bond for federal income tax purposes.
42
ARTICLE X
MISCELLANEOUS
SECTION 10.01. GENERAL AUTHORITY. The members of the Board, the
Clerk and the officers, attorneys and other agents or employees of the Issuer are hereby
authorized to do all acts and things required of them by this Resolution or the Bond
Insurance Policy or which are desirable or consistent with the requirements of this
Resolution or the Bond Insurance Policy for the full punctual and complete performance
of all the terms, covenants and agreements contained herein or in the Bonds and this
Resolution, including the execution of any documents or instruments relating to insuring
payment of the Bonds, and each member, employee, attorney and officer of the Issuer or
the Issuer are hereby authorized and directed to execute and deliver any and all papers
and instruments and to be and cause to be done any and all acts and things necessary or
proper for carrying out the transactions contemplated hereunder. If the Chairman is
unavailable or unable at any time to perform any duties or functions hereunder, the Vice-
Chairman is hereby authorized and directed to act on his or her behalf.
SECTION 10.02. SEVERABILITY OF INVALID PROVISIONS. If any
one or more of the covenants, agreements or provisions of this Resolution shall be held
contrary to any express provision of law or contrary to the policy of express law, though
not expressly prohibited, or against public policy, or shall for any reason whatsoever be
held invalid, then such covenants, agreements or provisions shall be null and void and
shall be deemed separable from the remaining covenants, agreements and provisions of
this Resolution and shall in no way affect the validity of any of the other covenants,
agreements or provisions hereof or of the Bonds issued hereunder.
SECTION 10.03. REPEAL OF INCONSISTENT RESOLUTIONS. All
ordinances, resolutions or parts thereof in conflict herewith are hereby superseded and
repealed to the extent of such conflict.
SECTION 10.04. EFFECTIVE DATE. This Resolution shall take effect
immediately upon its enactment in accordance with law.
43
DULY ADOPTED, in Regular Session this 11t day of September, 2007.
COLLIER COUNTY, FLORIDA
(SEAL).
C` ,
By A�i.■ri/i;.;46 ;p
Chaim ¶ Board of County Commissioners
ATTESTET:
Is
Clerk,l;oard of County Commissioners
Approved as to Form and
Legal Sufficiency:
County Attorney
44
EXHIBIT A
FORM OF OFFICIAL NOTICE OF SALE
EXHIBIT B
FORM OF PRELIMINARY OFFICIAL STATEMENT
EXHIBIT C
FORM OF CONTINUING DISCLOSURE CERTIFICATE
EXHIBIT D
GENERAL DESCRIPTION OF THE PROJECT
The Project generally includes the acquisition and construction of the following
capital improvements, as the same may be amended and supplemented from time to time:
• Gravity storm sewer from PS to Gordon River
• Forest Lakes Boulevard Relief Sewer to Lake 10
• Quail Forest Boulevard North Entrance Swale Rebuilding and Paving (no pipes)
• Rebuild Swale #6 (behind homes on north side of East-West segment of F-L
Blvd.)
• Rebuild Swale #1 (behind condominiums on Quail Forest Boulevard)
• Rebuild Swale #3 (connects lakes behind condominiums on Quail Forest
Boulevard)
• Rebuild Swale #4 (connects lakes behind condominiums on Quail Forest
Boulevard)
• Rebuild Swale #12 (behind Forest Lakes Golf& Tennis Club)
• Rebuild Swale #13 (behind Turtle Lakes Golf Colony)
• Rebuild Swale #14a& #14b (behind Emerald Greens Villas)
• Rebuild Swale #11 (behind single family homes on Forest Lakes Boulevard)
• Rebuild Swale #9 (behind single family homes on Forest Lakes Boulevard)
• Rebuild Swale #8 (behind single family homes on Forest Lakes Boulevard)
• Single Family Area - Side Yard Swale Rebuild/Road Cross Drains
• New storm sewer outfall at Fairways at Emerald Greens
• Overlay Forest Lakes Boulevard and cul-de-sacs throughout Single Family Area
• Rebuild Woodshire Lane from Pine Ridge Road to Single Family Area
• Overlay Quail Forest Boulevard from GC Clubhouse to southern end
• Overlay Forest Lakes Drive and side streets from Forest Lakes Boulevard to
south end