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RESOLUTION NO. 07-107
A RESOLUTION OF ST. LUCIE COUNTY, FLORIDA SUPPLEMENTING A
RESOLUTION ADOPTED ON EVEN DATE HEREWITH, AUTHORIZING AND
APPROVING THE ISSUANCE OF NOT TO EXCEED $32,500,000 ST. LUCIE
COUNTY, FLORIDA, TRANSPORTATION REVENUE BONDS, SERIES 2007,
FOR THE PURPOSES DESCRIBED HEREIN; AUTHORIZING THE SALE
THEREOF ON A NEGOTIATED BASIS TO RBC CAPITAL MARKETS AND
RAYMOND JAMES & ASSOCIATES, INC., SUBJECT TO THE TERMS AND
CONDITIONS CONTAINED HEREIN; APPROVING THE FORM OF A BOND
PURCHASE AGREEMENT; APPOINTING THE PAYING AGENT AND
REGISTRAR; AUTHORIZING THE PURCHASE OF MUNCIP AL BOND
INSURANCE AND A DEBT SERVICE RESERVE SURETY POLICY AND
APPROVING THE INSURANCE COMMITMENT AND THE SURETY
COMMITMENT FROM AMBAC ASSURANCE CORPORATION; APPROVING
THE FORM OF THE PRELIMINARY OFFICIAL STATEMENT AND THE FORM
OF THE CONTINUING DISCLOSURE CERTIFICATE; PROVIDING CERTAIN
OTHER MATTERS RELATING TO THE SERIES 2007 BONDS; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Board of County Commissioners (the "Board") of SI. Lucie County, Florida
(the "County") adopted Resolution No. 07-106 on the date hereof (the "Master Resolution")
authorizing the issuance from time to time of St. Lucie County, Florida Transportation Revenue
Bonds; and
WHEREAS, the Board deems it necessary, desirable and in the best interests of the health,
safety and welfare of the County and its residents to acquire, construct and reconstruct certain
transportation improvements within the County, as more particularly described in Exhibit "A"
hereto (the "2007 Project"); and
WHEREAS, the County is without currently available funds to pay the cost of the 2007
Project, and the Board deems it necessary, desirable and in the best interests of the health, safety
and welfare of the County and its residents that the County borrow the money necessary to pay the
Costs of the 2007 Project; and
WHEREAS, the County currently receives the Gas Tax Revenues, and such Gas Tax
Revenues are not pledged or encumbered to pay any other debts or obligations of the County; and
WHEREAS, the County is authorized pursuant to the provisions of the Act to pledge the
Gas Tax Revenues to secure the payment of the Series 2007 Bonds; and
WHEREAS, the Board deems it necessary, desirable and in the best interests of the health,
safety and welfare of the County and its residents that the Board pledge the Gas Tax Revenues to
secure the payment of the Series 2007 Bonds; and
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WHEREAS, the County is in full compliance with all provisions of the Act relating to its
eligibility to receive the Gas Tax Revenues; and
WHEREAS, the County now wishes to issue its St. Lucie County, Florida Transportation
Revenue Bonds, Series 2007, in an aggregate principal amount not to exceed $32,500,000 (the "Series
2007 Bonds"), the form of which is attached hereto as Exhibit "B"; and
WHEREAS, the Series 2007 Bonds are being issued to finance and/or reimburse the Costs of
the 2007 Project and to pay certain costs relating to the issuance of the Series 2007 Bonds including
the cost of purchasing the 2007 Insurance Policy and the 2007 Surety Bond (as such terms are
defined herein); and
WHEREAS, due to the willingness of the 2007 Underwriters to purchase the Series 2007
Bonds at interest rates favorable to the County and the critical importance of the timing of the sale
of the Series 2007 Bonds, it is hereby determined that it is in the best interest of the public and the
County to sell the Series 2007 Bonds at a negotiated sale upon meeting the terms and conditions
contained herein and in the bond purchase agreement, the form of which is attached hereto as
Exhibit "C" (the "2007 Bond Purchase Agreement"); and
WHEREAS, the County now desires to award the Series 2007 Bonds at negotiated sale to
RBC Capital Markets and Raymond James & Associates, Inc. (the "2007 Underwriters") based on
satisfaction of the terms and conditions contained herein; and
WHEREAS, the County desires to sell its Series 2007 Bonds subject to the terms and
conditions contained herein and in the Master Resolution, and as set forth in the 2007 Bond
Purchase Agreement, and to authorize the use and distribution of the Preliminary Official Statement
in substantially the form attached hereto as Exhibit "G," subject to the completion of blanks therein,
and to approve the execution and distribution of a final Official Statement in connection with the
sale and issuance of the Series 2007 Bonds; and
WHEREAS, prior to the execution of the 2007 Bond Purchase Agreement, the 2007
Underwriters shall provide the County with all applicable disclosure information required by
Section 218.385, Florida Statutes, a copy of which shall be attached to or otherwise included as part
of the 2007 Bond Purchase Agreement; and
WHEREAS, the County has received from Ambac Assurance Corporation a commitment to
provide an Insurance Policy with respect to the Series 2007 Bonds (the "Insurance Commitment") a
copy of which is attached hereto as Exhibit "0", and a commitment to provide a debt service reserve
fund policy with respect to the Reserve Account (the "Surety Commitment") a copy of which is
attached hereto as Exhibit "E"; and
WHEREAS, the County now desires to accept the Insurance Commitment and the Surety
Commitment; and
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WHEREAS, the County wishes to appoint Commerce Bank, National Association, as the
Paying Agent and Registrar with respect to the Series 2007 Bonds; and
WHEREAS, this Resolution shall constitute a Supplemental Resolution under the terms of
the Master Resolution;
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF ST. LUCIE COUNTY, FLORIDA:
SECTION 1.
Master Resolution.
AUTHORITY. This Resolution is adopted pursuant to the Act and the
SECTION 2. DEFINITIONS. Unless the context requires otherwise, capitalized terms
used herein shall have the meanings ascribed in this Section 2. Capitalized terms not defined herein
shall have the meanings ascribed thereto in the Master Resolution.
"Authorized Investments" means, with respect to the Series 2007 Bonds:
(1) Cash (insured at all times by the Federal Deposit Insurance Corporation),
(2) Obligations of, or obligations guaranteed as to principal and interest by, the U.s. or
any agency or instrumentality thereof, when such obligations are backed by the full faith and credit
of the U.s. including:
· U.s. treasury obligations
· All direct or fully guaranteed obligations
· Farmers Home Administration
· General Services Administration
· Guaranteed Title XI financing
· Government National Mortgage Association (GNMA)
· State and Local Government Series
(3) Obligations of any of the following federal agencies which obligations represent the
full faith and credit of the United States of America, including:
- Export-Import Bank
_ Rural Economic Community Development Administration
- U.s. Maritime Administration
- Small Business Administration
_ U.s. Department of Housing & Urban Development (PHAs)
- Federal Housing Administration
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- Federal Financing Bank
(4) Direct obligations of any of the following federal agencies which obligations are not
fully guaranteed by the full faith and credit of the United States of America;
_ Senior debt obligations issued by the Federal National Mortgage Association (FNMA) or
Federal Home Loan Mortgage Corporation (FHLMC).
_ Obligations of the Resolution Funding Corporation (REFCORP)
_ Senior debt obligations of the Federal Home Loan Bank System
_ Senior debt obligations of other Government Sponsored Agencies approved by Ambac
(5) U.s. dollar denominated deposit accounts, federal funds and bankers' acceptances
with domestic commercial banks which have a rating on their short term certificates of deposit on
the date of purchase of "P-l" by Moody's and "A-l" or "A-l+" by S&P and maturing not more than
360 calendar days after the date of purchase. (Ratings on holding companies are not considered as
the rating of the bank);
(6) Commercial paper which is rated at the time of purchase in the single highest
classification, "P-l" by Moody's and "A-l +" by S&P and which matures not more than 270 calendar
days after the date of purchase;
(7) Investments in a money market fund rated "AAAm" or "AAAm-G" or better by S&P;
(8) Pre-refunded Municipal Obligations defined as follows: any bonds or other
obligations of any state of the United States of America or of any agency, instrumentality or local
governmental unit of any such state which are not callable at the option of the obligor prior to
maturity or as to which irrevocable instructions have been given by the obligor to call on the date
specified in the notice; and
(A) which are rated, based on an irrevocable escrow account or fund (the
"escrow"), in the highest rating category of Moody's or S&P or any
successors thereto; or
(B) (i) which are fully secured as to principal and interest and redemption
premium, if any, by an escrow consisting only of cash or obligations
described in paragraph A(2) above, which escrow may be applied only to the
payment of such principal of and interest and redemption premium, if any,
on such bonds or other obligations on the maturity date or dates thereof or
the specified redemption date or dates pursuant to such irrevocable
instructions, as appropriate, and (ii) which escrow is sufficient, as verified by
a nationally recognized independent certified public accountant, to pay
principal of and interest and redemption premium, if any, on the bonds or
other obligations described in this paragraph on the maturity date or dates
specified in the irrevocable instructions referred to above, as appropriate;
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(9) Municipal Obligations rated "Aaa/AAA" or general obligations of States with a
rating of "A2/A" or higher by both Moody's and S&P.
(10) Investments in the Local Government Surplus Funds Trust Fund of the State of Florida,
created and established pursuant to Part IV, Chapter 218, Florida Statutes, administered by the State
Board of Administration
(11) Investment Agreements approved in writing by the 2007 Insurer (supported by
appropriate opinions of counsel); and
(12) other forms of investments (including repurchase agreements) approved in writing
by the 2007 Insurer.
The value of Authorized Investments shall be determined as follows:
(a) For the purpose of determining the amount in any fund or account, all Authorized
Investments credited to such fund or account shall be valued at fair market value. The fair market
value shall be based on accepted industry standards and from accepted industry providers.
Accepted industry providers shall include but are not limited to pricing services provided by
Financial Times Interactive Data Corporation, Merrill Lynch, Citigroup Global Markets Inc., Bear
Steams, or Lehman Brothers.
(b) As to certificates of deposit and bankers' acceptances, the value shall be the face
amount thereof, plus accrued interest thereon.
(c) As to any investment not specified above, the value thereof shall be established by
prior agreement between the County and the 2007 Insurer.
"Bond Resolution" means collectively, the Master Resolution and this Resolution.
"DTC" means The Depository Trust Company.
"Financial Advisor" shall mean Public Financial Management, Inc. or such other entity
appointed by the Board.
"Letter of Representation" means the blanket letter of representation dated March 2, 1999
entered into by the County with DTe.
"Master Resolution" shall mean Resolution No. 07-106, duly adopted by the Board on the
date hereof and authorizes from time to time the issuance by the County of Transportation Revenue
Bonds.
"Paying Agent" and "Registrar" shall mean Commerce Bank, National Association,
Jacksonville, Florida, its successors and assigns.
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"Rule" shall mean Rule 15c2-12 promulgated by the Securities Exchange Commission of the
United States of America.
"Series 2007 Bonds" shall mean the County's Transportation Revenue Bonds, Series 2007
authorized in Section 5 herein, in substantially the form attached hereto as Exhibit "B."
"2007 Bond Purchase Agreement" shall mean the bond purchase agreement in substantially
the form attached hereto as Exhibit "C" and authorized and approved pursuant to Section 7 herein.
"2007 Bond Series Certificate" shall mean the certificate of the County Administrator
delivered pursuant to Section 7(B) hereof.
"2007 Insurance Policy" shall mean the Insurance Policy issued by the 2007 Insurer insuring
the payment when due of the principal of and interest on the Series 2007 Bonds.
"2007 Insurer" shall mean Ambac Assurance Corporation, a Wisconsin-domiciled stock
insurance company.
"2007 Official Statement" shall mean the preliminary official statement for the Series 2007
Bonds in substantially the form attached hereto as Exhibit "G" (exhibits omitted), with such
completions thereof as are permitted pursuant to the Rule.
"2007 Project" shall mean certain transportation expenditures within the County as more
particularly described in Exhibit "A" hereto, provided that the Board in its discretion and subject to
the advice of the County Attorney and Bond Counsel, may add to, delete from, modify or change
the nature, identity or estimated costs of any or all of such transportation expenditures.
"2007 Reserve Account Requirement" shall mean, as of any date of calculation, an amount
equal to the lesser of (i) Maximum Annual Debt Service for all Outstanding Series 2007 Bonds, (ii)
125% of the average annual debt service for all Outstanding Series 2007 Bonds, or (iii) the maximum
amount allowed to be funded from proceeds of tax-exempt obligations and invested at an
unrestricted yield pursuant to the Code.
"2007 Surety Bond" shall mean the surety bond issued by the 2007 Insurer guaranteeing
certain payments into the Debt Service Fund with respect to the Series 2007 Bonds as provided
therein and subject to the limitations set forth therein.
"2007 Underwriters" shall mean RBC Capital Markets and Raymond James & Associates, Ine.
SECTION 3. FINDINGS. The WHEREAS clauses recited above are hereby
incorporated herein as part of this Resolution and shall be deemed to be findings of fact by the
Board.
SECTION 4. AUTHORIZATION OF THE 2007 PROTECT. The Board does hereby
authorize the 2007 Project.
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SECTION 5. AUTHORIZATION OF SERIES 2007 BONDS. A Series of Bonds
entitled to the benefit, protection and security of the Master Resolution is hereby authorized to be
issued in an aggregate principal amount of not to exceed $32,500,000 for the principal purpose of
financing and/or reimbursing the County for Costs incurred with respect to the 2007 Project and
paying certain costs of issuance incurred with respect to the Series 2007 Bonds. Such Series shall be
designated as, and shall be distinguished from the Bonds of all other Series by the title "St. Lucie
County, Florida Transportation Revenue Bonds, Series 2007," provided the County may change
such designation in the event that the total authorized amount of Series 2007 Bonds are not issued
in a simultaneous transaction or the Series 2007 Bonds are not issued in calendar year 2007.
SECTION 6. DESCRIPTION OF SERIES 2007 BONDS. The Series 2007 Bonds shall
be dated as of their date of delivery to the purchaser or purchasers thereof; shall be issued as fully
registered Bonds; shall be numbered consecutively from one upward in order of maturity preceded
by the letter "R"; shall be in such denominations and shall bear interest at a rate or rates not
exceeding the maximum rate permitted by law, payable in such manner and on such dates; shall
consist of such amounts of Serial Bonds and Term Bonds; maturing in such amounts or
Amortization Installments; shall be payable in such place or places; shall have such Paying Agent
and Registrar; and shall contain such redemption provisions; all as provided herein and in the 2007
Bond Purchase Agreement. The text of the Series 2007 Bonds shall be in substantially the form
attached hereto as Exhibit "B," with such omissions, insertions and variations as may be necessary
and/or desirable and approved by the Chairman prior to the issuance thereof (which necessity
and/or desirability and approval shall be presumed by the County's delivery of the Series 2007
Bonds to the purchaser or purchasers thereof).
The principal of, or Redemption Price, if applicable, on the Series 2007 Bonds shall be
payable upon presentation and surrender of the Series 2007 Bonds at the designated office of the
Paying Agent. Interest payable on any Series 2007 Bond on any Interest Date will be paid by check
or draft of the Paying Agent 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, unless otherwise provided by Supplemental
Resolution, at the option of the Paying Agent, and at the request and expense of such Holder, by
bank wire transfer for the account of such Holder. In the event the interest payable on any Series
2007 Bond is not punctually paid or duly provided for by the County on such Interest Date, such
defaulted interest will be paid to the Holder in whose name such Bond shall be registered at the
close of business on a special record date for the payment of such defaulted interest as established
by notice to such Holder, not less than ten days preceding such special record date. All payments of
principal of or Redemption Price, if applicable, and interest on the Series 2007 Bonds shall be
payable in 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.
SECTION 7. SALE OF SERIES 2007 BONDS: DELEGATION OF AUTHORITY TO
EXECUTE 2007 BOND PURCHASE AGREEMENT: CONDITIONS OF AUTHORITY.
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(A) The Board hereby delegates to the Chairman and the County Administrator,
individually, the authority (a) to determine (i) the dated date, (ii) the maturity dates and amounts,
(iii) the interest rates and payment dates, (iv) the redemption features, (v) the Amortization
Installments for the Term Bonds, if any, (vi) the delivery date, and (vii) all other details of the Series
2007 Bonds; and (b) to take such further action as shall be required for carrying out the purposes of
the Bond Resolution all with respect to the Series 2007 Bonds; and (c) to execute and deliver, on
behalf of the County, the 2007 Bond Purchase Agreement; provided, however, that the Chairman
nor the County Administrator shall not take any action pursuant to this Section 7 unless and until
they shall have received from the 2007 Underwriters such information as they shall deem necessary,
upon the advice of the County's Financial Advisor and the County's Bond Counsel, in order to
demonstrate that (i) the par amount of the Series 2007 Bonds is not in excess of $32,500,000, (ii) the
true interest cost rate of the Series 2007 Bonds is not more than 5.25%, and (iii) the underwriting
discount is not greater than 0.6% of the original principal amount of the Series 2007 Bonds.
(B) All actions of the Chairman or the County Administrator taken pursuant to the
authority contained in this Section 7 shall be evidenced by a certificate to be executed by the County
Administrator (the "2007 Bond Series Certificate") and filed with the Clerk. The execution of the
2007 Bond Series Certificate shall constitute presumptive evidence that the actions of the Chairman
or the County Administrator are in accordance with the provisions of this Section 7 and shall
constitute official action of the County.
(C) Subject to the terms and conditions of this Section 7, the Series 2007 Bonds may be
sold in a negotiated sale to the 2007 Underwriters upon the terms and conditions set forth in the
Bond Resolution and in the 2007 Bond Purchase Agreement. The form of the 2007 Bond Purchase
Agreement is hereby approved together with such deletions, insertions and modifications as may be
approved by the County Administrator. The Board hereby authorizes the County Administrator
and the Clerk to execute and deliver in the name of and on behalf of the County, the 2007 Bond
Purchase Agreement, the form and correctness of which are to be approved by the County
Attorney.
SECTION 8. CONSTRUCTION FUND. There is hereby created and established a
"2007 Project Account" within the St. Lucie County, Florida Transportation Revenue Bonds,
Construction Fund established pursuant to Section 3.03 of the Master Resolution. Moneys
deposited in the 2007 Project Account shall be used only for payment of 2007 Project Costs, all in the
manner and to the extent provided in the Bond Resolution. The balance of any moneys remaining
in the 2007 Project Account after the payment of all 2007 Project Costs may, at the discretion of the
County, be transferred to any other appropriate fund or account of the County and be used for any
lawful purpose.
SECTION 9. APPLICATION OF SERIES 2007 BOND PROCEEDS. The proceeds
derived from the sale of the Series 2007 Bonds, including accrued interest and premium, if any,
shall, simultaneously with the delivery of the Series 2007 Bonds to the purchaser or purchasers
thereof, be applied by the County as follows:
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(A) Accrued interest, if any, shall be deposited in the Debt Service Fund and shall be
used only for the purpose of paying the interest which shall thereafter become due on the Series
2007 Bonds.
(B) A sufficient amount of the Series 2007 Bond proceeds shall be applied to the payment
of costs and expenses relating to the issuance of the Series 2007 Bonds which must be paid upon
delivery of the Series 2007 Bonds. Such amount may, at the option of the County, be deposited in
and disbursed from a 2007 Cost of Issuance Subaccount, which is authorized to be created in the
2007 Project Account of the Construction Fund.
(C) A sufficient amount of Series 2007 Bond proceeds shall be deposited in the Reserve
Account which, together with any moneys and securities on deposit therein and any surety bond,
irrevocable letter of credit, guaranty or insurance policies obtained in accordance with Section
3.03(C)(4) of the Master Resolution, shall equal the 2007 Reserve Account Requirement.
(D) The balance of the Series 2007 Bond proceeds shall be deposited in the 2007 Project
Account of the Construction Fund to be used to pay the Costs of the 2007 Project.
SECTION 10. APPLICATION OF PROVISIONS OF MASTER RESOLUTION. The
Series 2007 Bonds shall be issued under and secured by the Master Resolution and shall be executed
and delivered in the manner as set forth in the Master Resolution, with such additional changes and
insertions therein as conform to the provisions of the Bond Purchase Agreement, and such
execution and delivery shall be conclusive evidence of the approval thereof by such officers.
SECTION 11. FURTHER AUTHORITY. The members of the Board and the County's
officers, attorneys and other agents and employees are hereby authorized and directed to execute
any and all certifications or other instruments or documents required by the Bond Resolution, the
Bond Purchase Agreement or any other document referred to above as a prerequisite or
precondition to the issuance of the Series 2007 Bonds and any such representation made therein
shall be deemed to be made on behalf of the County. All action taken to date by the officers of the
County in furtherance of the issuance of the Series 2007 Bonds is hereby approved, confirmed and
ratified.
SECTION 12. 2007 INSURANCE POLICY. The 2007 Insurance Policy which
guarantees the scheduled payment of principal of and interest on the Series 2007 Bonds when due is
hereby authorized to be purchased from the 2007 Insurer, or any successor thereto or assignee
thereof, in accordance with the Insurance Commitment attached hereto as Exhibit "D," and payment
for the 2007 Insurance Policy is hereby authorized from Series 2007 Bond proceeds. The County
Administrator is hereby authorized to execute such Insurance Commitment. To the extent of any
inconsistency between the provisions of the Insurance Commitment and provisions otherwise
contained in the Bond Resolution, the provisions of the Bond Resolution shall prevail. A statement
of insurance is hereby authorized to be printed on or attached to the Series 2007 Bonds for the
benefit and information of the Series 2007 Bondholders.
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So long as the Series 2007 Bonds are Outstanding and insured by the 2007 Insurance Policy,
the County hereby makes the following covenants and agreements for the benefit of the 2007
Insurer:
(1) Payment Procedure Under the 2007 Insurance Policy. As long as the 2007 Insurance
Policy shall be in full force and effect, the Paying Agent agrees to comply with the following
provisions:
(a) At least one (1) Business Day prior to all Interest Dates the Paying Agent will
determine whether there will be sufficient funds in the funds and accounts to pay the
principal of or interest on the Series 2007 Bonds on such Interest Date. If the Paying Agent
determines that there will be insufficient funds in such funds or accounts, the Paying Agent
shall so notify the 2007 Insurer. Such notice shall specify the amount of the anticipated
deficiency, the Series 2007 Bonds to which such deficiency is applicable and whether such
Series 2007 Bonds will be deficient as to principal or interest, or both. If the Paying Agent
has not so notified the 2007 Insurer at least one (1) business day prior to an Interest Date, the
2007 Insurer will make payments of principal or interest due on the Series 2007 Bonds on or
before the first (1st) Business Day next following the date on which the 2007 Insurer shall
have received notice of nonpayment from the Paying Agent.
(b) the Paying Agent shall, after giving notice to the 2007 Insurer as provided in
(a) above, make available to the 2007 Insurer and, at the 2007 Insurer's direction, to The
Bank of New York, in New York, New York, as insurance trustee for the 2007 Insurer or any
successor insurance trustee (the "Insurance Trustee"), the registration books of the Paying
Agent maintained by the County and all records relating to the Funds and Accounts
maintained under the Master Resolution and this Resolution.
(c) the Paying Agent shall provide the 2007 Insurer and the Insurance Trustee
with a list of Series 2007 Bondholders entitled to receive principal or interest payments from
the 2007 Insurer under the terms of the 2007 Insurance Policy, and shall make arrangements
with the Insurance Trustee (i) to mail checks or drafts to the Series 2007 Bondholders
entitled to receive full or partial interest payments from the 2007 Insurer and (ii) to pay
principal upon Series 2007 Bonds surrendered to the Insurance Trustee by the Series 2007
Bondholders entitled to receive full or partial principal payments from the 2007 Insurer.
(d) the Paying Agent shall, at the time it provides notice to the 2007 Insurer
pursuant to (a) above, notify Series 2007 Bondholders entitled to receive the payment of
principal or interest thereon from the 2007 Insurer (i) as to the fact of such entitlement, (ii)
that the 2007 Insurer will remit to them all or a part of the interest payments next coming
due upon proof of the Series 2007 Bondholder entitlement to interest payments and delivery
to the Insurance Trustee, in form satisfactory to the Insurance Trustee, of an appropriate
assignment of the Series 2007 Bondholder's right to payment, (iii) that should they be
entitled to receive full payment of principal from the 2007 Insurer, they must surrender their
Series 2007 Bonds (along with an appropriate instrument of assignment in form satisfactory
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to the Insurance Trustee to permit ownership of such Series 2007 Bonds to be registered in
the name of the 2007 Insurer) for payment to the Insurance Trustee, and (iv) that should
they be entitled to receive partial payment of principal from the 2007 Insurer, they must
surrender their Series 2007 Bonds for payment thereon first to the Paying Agent who shall
note on such Series 2007 Bonds the portion of the principal paid by the Paying Agent and
then, along with an appropriate instrument of assignment in form satisfactory to the
Insurance Trustee, to the Insurance Trustee, which will then pay the unpaid portion of
principal.
(e) in the event that the Paying Agent has notice that any payment of principal of
or interest on a 2007 Bond which has become Due for Payment and which is made to a
Series 2007 Bondholder by or on behalf of the Paying Agent has been deemed a preferential
transfer and theretofore recovered from its Series 2007 Bondholder pursuant to the United
States Bankruptcy Code by a trustee in bankruptcy in accordance with the final,
nonappealable order of a court having competent jurisdiction, the Paying Agent shall, at the
time the 2007 Insurer is notified pursuant to (a) above, notify all Series 2007 Bondholders
that in the event that any Series 2007 Bondholder's payment is so recovered, such
Bondholder will be entitled to payment from the 2007 Insurer to the extent of such recovery
if sufficient funds are not otherwise available, and the Paying Agent shall furnish to the 2007
Insurer its records evidencing the payments of principal of and interest on the Series 2007
Bonds which have been made by the Paying Agent and subsequently recovered from Series
2007 Bondholders and the dates on which such payments were made.
(f) in addition to those rights granted the 2007 Insurer under this Resolution, the
2007 Insurer shall, to the extent it makes payment of principal of or interest on Series 2007
Bonds, become subrogated to the rights of the recipients of such payments in accordance
with the terms of the 2007 Insurance Policy, and to evidence such subrogation (i) in the case
of subrogation as to claims for past due interest, the Paying Agent shall note the 2007
Insurer's rights as subrogee on the registration books of the Paying Agent maintained by the
Paying Agent upon receipt from the 2007 Insurer of proof of the payment of interest thereon
to the Series 2007 Bondholders, and (ii) in the case of subrogation as to claims for past due
principal, the Paying Agent shall note the 2007 Insurer's rights as subrogee on the
registration books of the County maintained by the Paying Agent upon surrender of the
Series 2007 Bonds by the Series 2007 Bondholders thereof together with proof of the
payment of principal thereof.
(2) General Covenants and Agreements. As long as the 2007 Insurance Policy shall be in
full force and effect, the County agrees to comply with the following provisions:
(a) The County hereby covenants and agrees that it shall reimburse the 2007
Insurer for any amounts paid under the 2007 Insurance Policy and all costs of collection
thereof and enforcement of this Resolution, the Master Resolution, and any other documents
executed in connection with this Resolution, together with interest thereon, from the date
paid or incurred by the 2007 Insurer until payment thereof in full by the County, payable at
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the Insurer Payment Rate (as hereinafter defined), including without limitation (to the extent
permitted by applicable law) interest on claims paid by 2007 Insurer in respect of interest on
the Series 2007 Bonds. Such payment obligation shall be payable on demand and on a
parity with, and from the same sources and secured by the same security as, regularly
scheduled principal and interest payments in respect of the Series 2007 Bonds. For purposes
of the foregoing, "Insurer Payment Rate" shall mean the lesser of (a) the maximum rate
permissible under applicable usury or similar laws limiting interest rates and (b) the greater
of (i) the then applicable highest rate of interest on the Series 2007 Bonds and (ii) the per
annum rate of interest, publicly announced from time to time by JPMorgan Chase Bank,
N.A. ("Chase") at its principal office in the City of New York, as its prime or base lending
rate ("Prime Rate") (any change in such Prime Rate to be effective on the date such change is
announced by Chase) plus 3 percent. The Insurer Payment Rate shall be computed on the
basis of the actual number of days elapsed over a year of 360 days. In the event that Chase
ceases to announce its Prime Rate publicly, Prime Rate shall be the publicly announced
prime or base lending rate of such national bank as 2007 Insurer shall specify.
(b) All notices required to be sent to the 2007 Insurer shall be sent to the
following address:
The Ambac Assurance Corporation
One State Street Plaza
New York, New York 10004
Attention: Surveillance Department
(c) Except during any period when the 2007 Insurer is in default of its
obligations under the 2007 Insurance Policy, the 2007 Insurer shall have the following rights,
privileges and benefits:
(i) The County shall mail a copy of its annual audit report and such
additional information as it shall request to the 2007 Insurer, at the address provided
in paragraph (b) above.
(ii) The 2007 Insurer shall have the right to direct an accounting of the
Pledged Revenues at the County's expense, and any failure by the County to comply
within 30 days of receipt of written notice of such direction from the 2007 Insurer
shall be deemed an event of default hereunder, provided that, if compliance cannot
occur within such period, then such period will be extended if compliance is begun
within such period and diligently pursued, but only if such extension does not
adversely affect the interests of the Series 2007 Bondholders.
(iii) Any reorganization or liquidation plan with respect to the County
must be acceptable to the 2007 Insurer to the extent that the right of such approval is
vested in or granted to the Series 2007 Bondholders.
15000/07/00107581. DOCv51
12
(iv) The 2007 Insurer shall be provided with (i) any certificate provided
with respect to the Pledged Funds, (ii) each Continuing Disclosure Certificate, and
(iii) a full transcript of any proceedings relating to the execution of any supplemental
resolution hereto. Notices to the 2007 Insurer shall be sent to the address specified
above.
(v) The County will permit the 2007 Insurer to discuss the affairs,
finances and accounts of the County or other information the 2007 Insurer may
reasonably request regarding the Pledged Funds with appropriate County officials.
The County will permit the 2007 Insurer to have access to the 2007 Project and to
make copies of all books and records relating to the Series 2007 Bonds at any
reasonable time.
(vi) The County shall promptly notify the 2007 Insurer of (i) any failure
by the County to provide notices or certificates required under the Master
Resolution and herein, (ii) the occurrence of any event of default hereunder or (iii)
any deficiency in the amounts required to be on deposit in the Debt Service Fund.
(vii) The 2007 Insurer shall be notified of any resignation, removal or
replacement of the Paying Agent; further, provided that the 2007 Insurer shall have
the right to approve any successor Paying Agent. The consent of the 2007 Insurer
shall be required for the removal and/or replacement of the Paying Agent.
(viii) Any provision of this Resolution expressly recognizing or granting
rights in or to the 2007 Insurer may not be amended in any manner which affects the
2007 Insurer without the prior written consent of the 2007 Insurer; the 2007 Insurer
shall be entitled to charge the County a reasonable fee in connection with the giving
of any consent to, or otherwise in connection with, any amendment to this
Resolution so long as the 2007 Insurance Policy is in effect and the 2007 Insurer is
not in default thereunder.
(d) Upon the occurrence and continuance of an Event of Default, the 2007 Insurer
shall be deemed to be the sole owner of the Series 2007 Bonds for purposes of (A) directing
and controlling the enforcement of all rights and remedies with respect to the Series 2007
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 Series 2007 Bondholders are entitled to take pursuant to Article VI of
the Master Resolution. The County shall provide the 2007 Insurer immediate notice of any
Event of Default described in Section 6.01 of the Master Resolution.
(e) Notwithstanding anything in the Master Resolution to the contrary, in the
event that the principal and/or interest due on the Series 2007 Bonds shall be paid by the
2007 Insurer pursuant to the 2007 Insurance Policy, the Series 2007 Bonds shall remain
Outstanding for all purposes, not be defeased or otherwise satisfied and not be considered
paid by the County, and the assignment and pledge of the Pledged Funds and all covenants,
{5000/07/00107581.DOCv51
13
agreements and other obligations of the County to the Series 2007 Bondholders shall
continue to exist and shall run to the benefit of the 2007 Insurer, and the 2007 Insurer shall
be subrogated to the rights of such Bondholders.
SECTION 13. 2007 SURETY BOND. The 2007 Surety Bond is hereby authorized to be
purchased from the 2007 Insurer in accordance with the Surety Commitment attached hereto as
Exhibit "E", and payment for the 2007 Surety Bond is hereby authorized from Series 2007 Bond
proceeds. The County Administrator is hereby authorized to execute such Surety Commitment. To
the extent of any inconsistency between the provisions of the Surety Commitment and provisions
otherwise contained in the Bond Resolution, the provisions of the Bond Resolution shall prevail.
The form of the Guaranty Agreement attached to such Surety Commitment is hereby approved by
the County, and the County hereby authorizes the Chairman and the Clerk to execute and deliver
said Guaranty Agreement in the name of and on behalf of the County, the form and correctness of
which to be approved by the County Attorney, all of the provisions of which, when executed and
delivered by the County as authorized herein shall be deemed to be a part of this instrument as
fully and to the same extent as if incorporated verbatim herein.
As long as the 2007 Surety Bond is in effect, the following provisions shall apply:
(I) Payments under the 2007 Surety Bond. As long as the 2007 Surety Bond shall be in
full force and effect, the County and Paying Agent agree to comply with the following provisions:
(a) In the event and to the extent that moneys on deposit in the Debt Service
Fund, plus all amounts on deposit in and credited to the Reserve Account in excess of the
amount of the 2007 Surety Bond, are insufficient to pay the amount of principal and interest
coming due, then upon the later of: (i) one (1) day after receipt by the General Counsel of the
2007 Insurer of a demand for payment in the form attached to the 2007 Surety Bond as
Attachment 1 (the "Demand for Payment"), duly executed by the Paying Agent certifying
that payment due under the Master Resolution has not been made to the Paying Agent; or
(ii) the payment date of the Series 2007 Bonds as specified in the Demand for Payment
presented by the Paying Agent to the General Counsel to the 2007 Insurer, the 2007 Insurer
will make a deposit of funds in an account with the Paying Agent or its successor sufficient
for the payment to the Paying Agent, of amounts which are then due to the Paying Agent
under the Master Resolution (as specified in the Demand for Payment) up to but not in
excess of the 2007 Reserve Account Requirement; provided, however, that in the event that
the amount on deposit in, or credited to, the Reserve Account in addition to the amount
available under the 2007 Surety Bond, includes amounts available under a letter of credit,
insurance policy, 2007 Surety Bond or other such funding instrument (the "Additional
Funding Instrument"), draws on the 2007 Surety Bond and the Additional Funding
Instrument shall be made on a pro rata basis to fund the insufficiency.
(b) the County or Paying Agent shall, after submitting to the 2007 Insurer the
Demand for Payment as provided in (a) above, make available to the 2007 Insurer an
records relating to the Funds and Accounts maintained under this Resolution.
15000/07/00107581.DOCvSI
14
(c) the County or Paying Agent shall, upon receipt of moneys received from the
draw on the 2007 Surety Bond, as specified in the Demand for Payment, credit the Reserve
Account to the extent of moneys received pursuant to such Demand.
(d) the Reserve Account shall be replenished in the following priority: (i)
principal and interest on the 2007 Surety Bond and on the Additional Funding Instrument
shall be paid from first available Pledged Funds on a pro rata basis; (ii) after all such
amounts are paid in full, amounts necessary to fund the Reserve Account to the required
level, after taking into account the amounts available under the 2007 Surety Bond and the
Additional Funding Instrument, shall be deposited from next available Pledged Funds.
SECTION 14. PAYING AGENT AND REGISTRAR. Commerce Bank, National
Association, Jacksonville, Florida (the "Bank") is hereby appointed as the Paying Agent and
Registrar with respect to the Series 2007 Bonds. The Chairman and the Clerk or any other
appropriate officers of the County are hereby authorized to execute an agreement, the form and
correctness of which to be approved by the County Attorney, with the Bank to act as Paying Agent
and Registrar.
SECTION 15. BOOK-ENTRY ONLY SYSTEM. The County has entered into the Letter
of Representation with DTC. It is intended that the Series 2007 Bonds be registered so as to
participate in a global book-entry system with DTC as set forth herein and in such Letter of
Representation. The Series 2007 Bonds shall be initially issued in the form of a single fully
registered bond of each maturity. Upon initial issuance, the ownership of such Series 2007 Bonds
shall be registered by the Registrar in the name of Cede & Co., as nominee for DTC. With respect to
Series 2007 Bonds registered by the Registrar in the name of Cede & Co., as nominee of DTC, the
County, Registrar and Paying Agent shall have no responsibility or obligation to any broker-dealer,
bank or other financial institution for which DTC holds Series 2007 Bonds from time to time as
securities depositary (each such broker-dealer, bank or other financial institution being referred to
herein as a "Depository Participant") or to any person on behalf of whom such a Depository
Participant holds an interest in the Series 2007 Bonds (each such person being herein referred to as
an "Indirect Participant"). Without limiting the immediately preceding sentence, the County,
Registrar and Paying Agent shall have no responsibility or obligation with respect to (a) the
accuracy of the records of DTC, Cede & Co., or any Depository Participant with respect to the
ownership interest in the Series 2007 Bonds, (b) the delivery to any Depository Participant or any
Indirect Participant or any other person, other than a registered owner of a Series 2007 Bond as
shown in the bond register, of any notice with respect to the Series 2007 Bonds, including any notice
of redemption or (c) the payment to any Depository Participant or Indirect Participant or any other
person, other than a registered owner of a Series 2007 Bond as shown in the bond register, of any
amount with respect to principal of, premium, if any, or interest on, the Series 2007 Bonds. No
person other than a registered owner of a Series 2007 Bond as shown in the bond register shall
receive a Series 2007 Bond certificate with respect to any Series 2007 Bond. Upon delivery by DTC
to the Registrar 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 hereof with respect to the payment of interest
by the mailing of checks or drafts to the registered owners of the Series 2007 Bonds appearing as
15000/07/00107581. DOCv51
15
registered owners of the Series 2007 Bonds in the registration books maintained by the Registrar at
the close of business on regular record date, the name "Cede & Co." in this Resolution shall refer to
such new nominee of DTC.
In the event that (a) the County determines that DTC is incapable of discharging its
responsibilities described herein and in the Letter of Representation, (b) the Agreement among the
County, the Paying Agent and DTC evidenced by the Letter of Representation shall be terminated
for any reason or (c) the County determines that it is in the best interests of the beneficial owners of
the Series 2007 Bonds that they be able to obtain certificated Series 2007 Bonds, the County shall
notify DTC of the availability through DTC of Series 2007 Bond certificates and the Series 2007
Bonds shall no longer be restricted to being registered in the bond register in the name of Cede &
Co., as nominee of DTC. At that time, the County may determine that the Series 2007 Bonds shall
be registered in the name of and deposited with a successor depository operating a universal book-
entry system, as may be acceptable to the County, or such depository's agent or designee, and if the
County does not select such alternate universal book-entry system, then the Series 2007 Bonds may
be registered in whatever name or names registered owners of Series 2007 Bonds transferring or
changing Series 2007 Bonds designate, in accordance with the provisions hereof. Notwithstanding
any other provision of this Resolution to the contrary, so long as any Series 2007 Bond is registered
in the name of Cede & Co., as nominee of DTC, all payments with respect to principal of, premium,
if any, and interest on such Series 2007 Bond and all notices with respect to such Series 2007 Bond
shall be made and given, respectively, in the manner provided in the Letter of Representation.
SECTION 16. CONTINUING DISCLOSURE. The County hereby covenants and
agrees that, in order to assist the 2007 Underwriters in complying with the continuing disclosure
requirements of Rule 15c2-12 of the Securities and Exchange Commission with respect to the Series
2007 Bonds, it will comply with and carry out all of the provisions of the Continuing Disclosure
Certificate to be executed by the County prior to the time the County delivers the Series 2007 Bonds
to the 2007 Underwriters, as it may be amended from time to time in accordance with the terms
thereof. The form of the Continuing Disclosure Certificate, attached hereto as Exhibit "F," is hereby
approved together with such omission, additions and modification as may be approved by the
Chairman. The County hereby authorizes the Chairman, Director and the Clerk to execute and
deliver said Continuing Disclosure Certificate in the name of and on behalf of the County, the form
and correctness of which to be approved by the County Attorney. Notwithstanding any other
provision of this Resolution, failure of the County to comply with such Continuing Disclosure
Certificate shall not be considered an Event of Default under the Master Resolution. However, the
Continuing Disclosure Certificate shall be enforceable by the Series 2007 Bondholders in the event
that the County fails to cure a breach thereunder within a reasonable time after written notice from
a Series 2007 Bondholder to the County that a breach exists. Any rights of the Series 2007
Bondholders to enforce the provisions of the covenant shall be on behalf of all Series 2007
Bondholders and shall be limited to a right to obtain specific performance of the County's
obligations thereunder.
SECTION 17. APPROVAL OF 2007 OFFICIAL STATEMENT. The Board hereby
authorizes the use and distribution of the Preliminary Official Statement in substantially the form
15000/07/00107581. DOCv5
16
attached hereto as Exhibit "G," and the execution and distribution of the 2007 Official Statement in
connection with the sale and issuance of the Series 2007 Bonds with such completions and changes
as are permitted by the Rule and necessary to effect the final terms of the Series 2007 Bonds.
SECTION 18. REPEALING CLAUSE. All prior resolutions of the Board inconsistent
with the provisions of this Resolution are hereby amended and supplemented to conform with the
provisions herein contained and, except as may otherwise amended and supplemented hereby, the
Master Resolution shall remain in full force and effect.
SECTION 19. SEVERABILITY OF INVALID PROVISIONS. If anyone 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 Series 2007 Bonds issued hereunder.
SECTION 20. NO THIRD PARTY BENEFICIARY. Except as may be expressly
described in the following paragraph or in the Master Resolution, nothing in the Bond Resolution or
in the Series 2007 Bonds, expressed or implied, is intended or shall be construed to confer upon
anyone of another entity other than the County, the Series 2007 Bondholders any right, remedy or
claim, legal or equitable, under and by reason of the Bond Resolution or any provision thereof, or of
the Series 2007 Bonds, all provisions hereof and thereof being intended to be and being for the sole
and exclusive benefit of the County, the Series 2007 Bondholders from time to time.
To the extent that the Bond Resolution confers upon, gives or grants the 2007 Insurer any
right, remedy or claim under or by reason of the Bond Resolution the 2007 Insurer is hereby
explicitly recognized as being a third party beneficiary under the Bond Resolution and may enforce
any such right, remedy or claim confirmed, given or granted hereunder.
SECTION 21. NO PERSONAL LIABILITY. Neither the members of the Board nor any
person executing the Series 2007 Bonds shall be personally liable therefor or be subject to any
personal liability or accountability by reason of the issuance thereof.
15000/07/00107581.DOCv51
17
SECTION 22.
its adoption.
EFFECTIVE DATE. This Resolution shall take effect immediately upon
held.
PASSED AND ADOPTED this 27th day of March 2007, at a regular meeting duly called and
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ATTEST: /
ST. LUCIE COUNTY, FLORIDA
c
Cl rk of the Circuit Court,
Ex-officio Clerk of the Board
APPROVED AS TO FORM AND
COR ECTNESS:
t
15000/07/001075Bl.DOCv51
18
EXHIBIT A
2007 PROJECT DESCRIPTION
The 2007 Project shall consist of the following transportation improvements:
Description
Kings Highway Widening (SR 70 to US 1)
Kings Highway and Indrio Road Intersection
Kings Highway and Orange Avenue
Intersection
Kings Highway and Angle Road Intersection
Jenkins Road Extension
Taylor Dairy Road Extension
Juanita Avenue Sidewalks
Angle Road Sidewalk
Sidewalks
Indian River Drive Shoreline Restoration
Midway Road Widening (Turnpike to 25th St)
Sidewalks - Port SI. Lucie
Prima Vista Blvd Reconstruction
Estimated Cost
$2,200,000
$3,500,000
$2,500,000
$6,250,000
$1,600,000
$ 500,000
$1,400,000
$1,500,000
$1,100,000
$ 350,000
$7,850,000
$2,000,000
$1,263,522
15000/07/00107581. DOCv5}
A-I
EXHIBIT B
FORM OF SERIES 2007 BOND
Financial Guaranty Insurance Policy No. (the "Policy") with respect to payments due for
principal of and interest on this Bond has been issued by Ambac Assurance Corporation (" Ambac
Assurance"). The Policy has been delivered to The Bank of New York, New York, New York, as the
Insurance Trustee under said Policy and will be held by such Insurance Trustee or any successor
insurance trustee. The Policy is on file and available for inspection at the principal office of the
Insurance Trustee and a copy thereof may be secured from Ambac Assurance or the Insurance
Trustee. All payments required to be made under the Policy shall be made in accordance with the
provisions thereof. The owner of this Bond acknowledges and consents to the subrogation rights of
Ambac Assurance as more fully set forth in the Policy.
No.R-_
$
UNITED STATES OF AMERICA
STATE OF FLORIDA
ST. LUCIE COUNTY
TRANSPORTATION REVENUE BOND, SERIES 2007
Interest Rate
Maturity Date
Date of Issue
CUSIP
%
August 1, _
~-
Registered Holder: Cede & Co.
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS, that SI. Lucie County, Florida, a political
subdivision of the State of Florida (the "County"), for value received, hereby promises to pay, solely
from the Pledged Funds hereinafter described, to the Registered Holder identified above, or
registered assigns as hereinafter provided, on the Maturity Date identified above, the Principal
Amount identified above and 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 February 1 and August 1 of each year commencing
August 1, 2007, until such Principal Amount shall have been paid, except as the provisions
hereinafter set forth with respect to redemption prior to maturity may be or become applicable
hereto.
15000/07/00107581.DOCv51
B-1
Such Principal Amount and interest and the premium, if any, 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
and the premium, if any, on this Bond, are payable, upon presentation and surrender hereof, at the
designated corporate trust office of Commerce Bank, National Association, Jacksonville, Florida, 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 County maintained by Commerce
Bank, National Association, Jacksonville, Florida, as Registrar, 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 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
option of such Paying Agent, and at the request and expense of such Registered Holder, by bank
wire transfer for the account of such Holder. In the event interest payable on this Bond is not
punctually paid or duly provided for by the County on such interest payment date, payment of
each installment of such defaulted interest shall be made to the person in whose name this Bond
shall be registered at the close of business on a special record date for the payment of such defaulted
interest as established by notice to such Registered Holder, not less than ten days preceding such
special record date.
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 maturity date, interest rate,
denomination and number, issued to finance and/or reimburse the cost of roads, bridges, and other
transportation improvements within the County, under the authority of and in full compliance with
the Constitution and laws of the State of Florida, particularly Chapter 125, Florida Statutes, Sections
206.60, 336.021 and 336.025, Florida Statutes, certain ordinances of the County, hereinafter
described, and other applicable provisions of law (collectively, the "Act"), and Resolution No. 07-
106, duly adopted by the Board of County Commissioners of the County (the "Board") on March 27,
2007, as supplemented by Resolution No. 07-107, duly adopted by the Board on March 27,2007,
(collectively, the "Resolution"), and is subject to all the terms and conditions of the Resolution.
Capitalized undefined terms used herein shall have the meaning ascribed thereto in the Resolution.
This Bond and the interest thereon are payable from and secured solely by a lien upon and a
pledge of Gas Tax Revenues, and until applied in accordance with the provisions of the Resolution,
all moneys, including investments thereof, in certain of the funds and accounts established by the
Resolution (collectively, the "Pledged Funds"), all in the manner and to the extent described in the
Resolution. It is expressly agreed by the Registered Holder of this Bond that the full faith and credit
of the County, the State of Florida, or any political subdivision thereof, are not pledged to the
payment of the principal, premium, if any, and interest on this Bond and that such Holder shall
never have the right to require or compel the exercise of any taxing power of the County, the State
of Florida, or any political subdivision thereof, to the payment of such principal, premium, if any, or
interest. This Bond and the obligation evidenced hereby shall not constitute a lien upon the 2007
Project or on any other property of or in the County other than the Pledged Funds, and shall
constitute a lien only on, and shall be payable solely from, the Pledged Funds in the manner and to
the extent described in the Resolution.
15000/07/001 07581. DOCv5}
B-2
This Bond is transferable in accordance with the terms of the Resolution only upon the books
of the County kept for that purpose at the designated corporate trust office of the Registrar by the
Registered Holder hereof in person or by such Holder's attorney duly authorized in writing, upon
the surrender of this Bond together with a written instrument of transfer satisfactory to the
Registrar duly executed by the Registered Holder or such Holder's attorney duly authorized in
writing, and thereupon a new Bond or Bonds in the same aggregate principal amount shall be
issued to the transferee in exchange therefor, and upon the payment of the charges, if any, therein
prescribed. The Bonds are issuable in the form of fully registered Bonds in the denominations of
$5,000 and integral multiples thereof, not exceeding the aggregate principal amount of the Bonds
maturing on the same date. The County, the Registrar and any Paying Agent may treat the
Registered Holder of this Bond as the absolute owner hereof for all purposes, whether or not this
Bond shall be overdue, and shall not be affected by any notice to the contrary. The County and the
Registrar shall not be obligated to make any exchange or transfer of the Bonds during the fifteen
days next preceding an interest payment date, or in the case of any proposed redemption of the
Bonds, then, during the fifteen days next preceding the date of the first mailing of notice of such
redemption.
[INSERT REDEMPTION PROVISIONS]
Notice of redemption, unless waived, is to be given by the Registrar by mailing an official
redemption notice by registered or certified mail at least 30 days and not more than 60 days prior to
the date fixed for redemption to the Registered Holders of the Bonds to be redeemed at such
Holders' addresses shown on the registration books maintained by the Registrar or at such other
addresses as shall be furnished in writing by such Registered Holders to the Registrar. Provided,
however, that no defect in any such notice to any Registered Holder of Bonds to be redeemed nor
failure to give such notice to any such Registered Holder nor failure of any such Registered Holder
to receive such notice shall in any manner defeat the effectiveness of a call for redemption as to all
other Registered Holders of Bonds to be redeemed. Notice of redemption having been given as
aforesaid, the Bonds or portions of Bonds 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
County shall default in the payment of the redemption price), such Bonds or portions of Bonds shall
cease to bear interest.
Any notice of optional redemption given pursuant to the Resolution may state that it is
conditional upon receipt by the Paying Agent of moneys sufficient to pay the redemption price, plus
interest accrued to the redemption date, or upon the satisfaction of any other condition, or that it
may be rescinded upon the occurrence of any other event, and any conditional notice so given may
be rescinded at any time before payment of such redemption price and accrued interest if any such
condition so specified is not satisfied or if any such other event occurs. Notice of such rescission
shall be given by the Paying Agent to affected Holders of Bonds as promptly as practicable upon the
failure of such condition or the occurrence of such other event.
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
\50oo/07/00107581.DOCv5}
B-3
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 does not
violate any constitutional or statutory limitations or provisions.
Neither the members of the Board of the County nor any person executing this Bond shall be
liable personally hereon or be subject to any personal liability or accountability by reason of the
issuance hereof.
This Bond shall not be valid or become obligatory for any purpose until the Certificate of
Authentication hereon shall have been signed by the Registrar.
{5000/07/001 07581.DOCv51
B-4
IN WITNESS WHEREOF, SI. Lucie County, Florida has issued this Bond and has caused the
same to be executed by the manual or facsimile signature of the Chairman and attested by the
manual or facsimile signature of its Clerk, and its official seal or a facsimile thereof to be affixed or
reproduced hereon, all as of the Date of Issue.
ST. LUCIE COUNTY, FLORIDA
[SEAL]
By
Chairman, Board of County
Commissioners
A TrEST:
Clerk of the Circuit Court, ex officio Clerk
of the Board of County Commissioners
{5000/07/00107581.DOCv51
B-5
CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds of the issue described in the within-mentioned Resolution.
DATE OF AUTHENTICATION:
COMMERCE BANK, NATIONAL ASSOCIATION
Registrar
By:
Authorized Officer
{5000/07/00107581.DOCv51
B-6
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned sells, assigns and transfers unto
[Insert Name, Address, Social Security or Other Identifying Number of Assignee]
the within Bond and does hereby irrevocably constitute and appoint as
attorneys to register the transfer of the said Bond on the books kept for registration thereof with full
power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be
guaranteed by a member firm of the New
York Stock Exchange or a commercial bank
or trust company.
NOTICE: The signature to this assignment
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.
{SOOO/07/00107581.DOCv5}
B-7
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
UN IF TRANS MIN ACT --
(Cust.)
Custodian for
under Uniform Transfer to Minors Act of
(State)
Additional abbreviations may also be used though not in the list above.
B-8
15000/07/001075S1.DOCv51
{5000/07 /00107581.DOCv5}
EXHIBIT C
FORM OF
2007 BOND PURCHASE AGREEMENT
C-l
EXHIBIT D
INSURANCE COMMITMENT
D-l
15000/07/00107581.DOCv51
EXHIBIT E
SURETY COMMITMENT
E-l
15000/07/001 07581. DOCv5
{5000/07/00107581.DOCv51
EXHIBIT F
FORM OF
CONTINUING DISCLOSURE CERTIFICATE
F-I
15000/07/00107581.DOCv5}
EXHIBIT G
FORM OF
PRELIMINARY OFFICIAL STATEMENT
G-l