HomeMy WebLinkAbout01-158JOANNE HOLHAN, OLERK OF THE OiROUiT
File Number: 1954255 OR BOOK 1415
Recorded:O?/13/O1 12:37
RES OLUTION NO. 01-158
A RESOLUTION OF ST. LUCIE COUNTY,
AUTHORIZING, INTER ALIA, THE ISSUANCE OF
EXCEED $7,000,000 iN AGGREGATE PRINC~AL A
OF ST. LUCIE COUNTY, FLORIDA REVENUE
(SAGE LIVING CENTER OF FORT PIERCE I, LLC
FOREST PARK RETIREMENT COMMUNITY P~
SERIES 2001, PROVIDiNG AN EFFECTIVE DATE
WHEREAS, St. Lucie County, Florida (the "Issuer") is
the State of Florida; and
WHEREAS, the Issuer is authorized and empowered un
provisions of Part II of Chapter 159 oft he Florida Statutes, as amended
special revenue bonds (the "Bonds") to (i) refinance a construction loan
were used to pay (a) the costs of construction, acquisition, furnishing, an,
care facility," which includes facilities for the housing of and care of
financing charges, including interest during construction and for a
completion of construction, and (c) other costs necessary to place the fa
(ii) certain costs relating to the issuance of such Bonds; and
WHEREAS, in accordance with the applicable provision
in furtherance of the public purpose for which it was created, propos
Agreement (the "Agreement"), to be dated as of June 1, 2001 (or suc
approved by the Issuer), with the Borrower, under the terms of which ti
the Bonds to finance, in whole or in part, the cost of acquiring, cons!
certain project referred to in the Agreement (the "Project"), and the Bo
the Issuer specified payments which will be fully sufficient to pay the 1
premium, if any, and the interest on, the Bonds hereinafter authorized a
and to pay certain administrative expenses in connection with said Bonds
WHEREAS, it is also proposed that the Issuer should
"Paying Agent" and "Bond Registrar" in accordance with the request o
under the Indenture; and
WHEREAS, it is also proposed that the Issuer should
actions, make all such elections, authorize the filing of such certificates,
notices, and authorize such other actions and proceedings as shall be
with the issuance of the Bonds; and
WHEREAS, there have been presented to the Issuer at thi
proposed forms and the proposed form of the Bonds as set forth in the Im
,~OU~t - SAINT LUOIE OOUNTY
AGE 1276
~,ORIDA
4'OT TO
.MOUNT
BONDS
- LAKE
:OJECT)
a political subdivision of
~er and pursuant to the
(the "Act"), to issue its
the proceeds of which
equipping of a "health
for aged persons, (b)
:easonable period after
filities in operation, and
,Df the Act, the Issuer,
:s to enter into a Loan
h later date as may be
te Issuer agrees to issue
ructing and installing a
rrower agrees to pay to
~rincipal of, redemption
the same become due
and
designate a "Trustee,"
the Borrower to serve
tke all such additional
tpplications, reports and
~ecessary in connection
meeting the following
enture:
Exhibit "A"
Exhibit "B" -
Exhibit "C"
Exhibit "D"
Exhibit "E" -
OR BOOK 1415 PAGE 1277
Form of Loan Agreement, to be dated as
Form of Indenture of Trust, to be dated a~
Form of Bond Purchase Agreement to be
execution thereof;
Form of Tax Regulatory Agreement to be
issuance of the Bonds; and
Form o f Preliminary Official Statement; a ad
WHEREAS, it appears that each of the documents herei~
documents are now before the Issuer, is in appropriate form and is an
the purposes intended;
NOW, THEREFORE, BE IT RESOLVED, as follows:
Section 1. Authority for Bond Resolution. This Bm
pursuant to the prOvisions of the Act.
Section 2. Findings. It is hereby ascertained, determim
(a) the financing of the acquisition, construction and insl
a lawful and valid public purpose in that it will further the publi~
served by the Act;
(b) the Borrower has represented that the payments to b
under the Agreement will be fully sufficient to pay the principal (
if any, and the interest on the Bonds as the same become ~
administrative expenses in connection with the Bonds; and
(c) the Bonds will constitute only special limited obligl
will be payable solely from the amounts payable by the Borrow,
and the amounts specifically pledged therefor under the Indentur{
a debt or a general obligation or a pledge of the faith and credit o
St. Lucie County, Florida, and will not directly, indirectly, or co
State or said County to levy or to pledge any form of taxation or
for the payment thereof.
Section 3. Authorization of Financing of Acquisiti.
Installation of Project. The financing of the acquisition, construction
Project as contemplated in the Agreement and the Indenture is hereby autl
Section 4. Authorization of Bonds. For the purpose of pa2
or in part, of acquiring, constructing and installing the Project, the isst
2
)f June 1, 2001;
of June 1, 2001;
~lated as of the date of
dated the date of
~above referred to, which
.ppropriate document for
Resolution is adopted
and declared that:
allation of the Project is
purpose intended to be
~ received by the Issuer
f, redemption premium,
[ue and to pay certain
tions of the Issuer and
:r under the Agreement
: and will not constitute
f the State of Florida or
atingently obligate said
,ther revenues whatever
n, Construction and
and installation of the
torized.
ring the costs, in whole
tance of not to exceed
OR BOOK 1413 ?~GE 1278
$7,000,000 in aggregate principal mount of special, limited revenue b(
as "St. Lucie County, Florida Revenue Bonds (Sage Living Center of F,
Forest Park Retirement Community Project) Series 2001," is hereby autl:
be dated the date of issuance thereof, mature in the years not exceedinl
thereof, bear interest at rates not exceeding 10% per annum, be subjec
~nds of the Issuer known
)rt Pierce I, LLC - Lake
orized. The Bonds shall
30 years from the date
to redemption prior to
maturity, be issued in such series, and be payable as set forth in A Iicles II and HI of the
Indenture. The final terms of the Bonds, as set forth in the Indenture,
shall
be
subject
to
the
approval of the Chairman of the Board of County Commissioners of th} Issuer, which approval
v
shall be conclusively evidenced by his execution of the Indenture. The .~onds shall be issued as
registered bonds without coupons in various denominations with such ~ ights of exchangeability
and transfer of registration and shall be in the form and executed and authenticated in the manner
provided in the Indenture. The term "Bonds" as used herein shall
include the Bonds as initially issued and delivered and Bonds issued in
exchange for Bonds previously issued.
Any Bonds hereafter issued in exchange or for transfe:
Bonds initially issued and delivered pursuant to the Indenture shall be
with the provisions of the Indenture and such execution by the Chairmar
Commissioners and Clerk of the Circuit Court, ex officio Clerk ol
Commissioners of the Issuer, whether present or future, is hereby authori
Section 5. Authorization of Agreement. The execution, d.
of the Agreement by and between the Issuer and the Borrower are 1:
Agreement shall be in substantially the form attached hereto as Exhil~
minor changes, insertions or omissions as may be approved by the Ch
County Commissioners of the Issuer and the execution of the Agreemen!
Board of County Commissioners and Clerk of the Circuit Court, ex offic
County Commissioners of the Issuer as hereby authorized shall be con
such approval.
Section 6. Authorization of Indenture. In order t(
the principal of, and the redemption premium (if any) and the interes
authorized, and in order to secure the performance and observance of
conditions in the Bonds, the execution, delivery and performance ot
between the Issuer and the Trustee are hereby authorized. The Indenture
the form attached hereto as Exhibit "B," subject to such minor changes,
as may be approved by the Chairman of the Board of County Commiss
the execution of the Indenture by the Chairman of the Board of Corn
Clerk of the Circuit Court, ex officio Clerk of the Board of County Corn
as hereby authorized shall be conclusive evidence of any such approval.
Section 7. Authorization of Bond Purchase Agreement.
and performance of the Bond Purchase Agreement providing for the
between and among the Issuer, the Borrower and Morgan Keegan
Underwriter, a copy of which has been presented to the Issuer at this me,
the members of its Board of County Commissioners and which is on file
3
e deemed to mean and
exchange therefor or in
of registration for the
executed in accordance
of the Board of County
the Board of County
:ed.
~livery and performance
ereby authorized. The
~it "A," subject to such
airman of the Board of
by the Chairman of the
io Clerk of the Board of
:lusive evidence of any
, secure the payment of
t on, the Bonds herein
ail the agreements and
the Indenture by and
ghall be in substantially
insertions or omissions
.oners of the Issuer and
tty Commissioners and
uissioners of the Issuer
the exedution, delivery
sale of the Bonds, by,
& Company, Inc., as
,~ting and considered by
and of record with the
OR BOOK 1415 PAGE 1279
Clerk of the Circuit Court, ex officio Clerk of the Board of County Comn
are hereby authorized. The Bond Purchase Agreement shall be in substan
hereto as Exhibit "C," subject to such minor changes, insertions or
approved by the Chairman of the Board of County Commissioners
execution of the Bond Purchase Agreement by the Chairman of
Commissioners of the Issuer as hereby authorized shall be conclusive
approval.
Section 8. Authorization of Tax Regulatory Agreement.
and performance of the Tax Regulatory Agreement between the Issuer a~
of which has been presented to the Issuer at this meeting and considered
Board of County Commissioners and which is on file and of record with
Court, ex officio Clerk of the Board of County Commissioners of
authorized. The Tax Regulatory Agreement shall be in substantially the
Exhibit "D," subject to such minor changes, insertions or omissions as
Chairman of the Board of County Commissioners of the Issuer and th~
Regulatory Agreement by the Chairman of the Board of County Commk,
hereby authorized shall be conclusive evidence of any such approval.
Section 9. Approval of Preliminary Official Statement.
of the Preliminary Official Statement with respect to the Bonds are
Preliminary Official Statement to be in substantially the form attached he
use and distribution of the Official Statement to be dated on or about the
Bonds, substantially in the form of the Preliminar-y Official Statement
fmal terms of the Bonds, are hereby approved. The Issuer has not cont
responsibility for, the accuracy, sufficiency, or fairness of any stat{
Statement or any supplement thereto, other than statements and inform~
the Issuer under "THE!SSUER." and "LITIGATION -- The Issuer."
Section 10. Designation of Trustee, Paying Agent and B(
Bank, an Alabama banking corporation, is hereby designated Truste,
Paying Agent and Bond Registrar for the Bonds.
Section 11. Execution of Bonds. The Bonds shall be ~
provided in the Indenture and the same shall be delivered to the Trustee t~
and delivery to the purchaser or purchasers thereof with instructions to ti
the Indenture. Anything herein or in the Indenture to the contrary no'
Chairman of the Board of County Commissioners of the Issuer is hereb
the Bonds in the event of the absence or incapacity of the Chairman (
Commissioners of the Issuer, and any Deputy Clerk of the Circuit Court
Board of County Commissioners of the Issuer, is hereby authorized to
absence or incapacity of the Clerk of the Circuit Court, ex officio Clerk
Commissioners of the Issuer.
Section 12. Information Reporting Pursuant to Section lz
offiCer of the Issuer is hereby authorized to sign and file or cause to be
4
.ssioners of the Issuer,
:ially the form attached
omissions as may be
of the Issuer and the
:he Board of County
evidence of any such
:he execution, delivery
d the Borrower, a copy
by the members of its
:he Clerk of the Circuit
:he Issuer, are hereby
Form attached hereto as
ray be approved by the
,~ execution of the Tax
sioners of the Issuer as
he use and distribution
hereby approved, said
:eto as Exhibit "E" The
date of issuance of the
except containing the
irmed, and assumes no
~ments in the Official
:ion therein relating to
~d Registrar. Regions
under the Indenture,
:ecuted in the manner
)r proper authentication
Lat effect as provided in
.withstanding, the Vice
5' authorized to execute
,f the Board of County
, ex officio Clerk of the
attest the Bonds in the
af the Board of County
.9(e) of the Code. Any
51ed a completed I.R.S.
OR BOOK 1413 PAGE 1280
Form 8038, "Information Remm for Private Activity Bond Issues," as re~
of the Code.
Section 13. Non-Arbitrage Certification. Any officer
authorized to execute a non-arbitrage certification in order to comply
Code, and the applicable Income Tax Regulations thereunder.
Section 14. No Personal Liabili~. No stipulation, obligati
contained or contained in the Agreement, the Indenture or the Bond Purclc
deemed to be a stipulation, obligation or agreement of any officer, directc
the Issuer in his individual capacity, and no such officer, director, ager
personally liable on the Bonds or be subject to personal liability or acco
the issuance thereof.
Section 15. General Authority. From and after the execu
documents hereinabove authorized, the proper officers, directors, agent~
Issuer are hereby authorized, empowered and directed to do all such
execute all such documents as may be necessary to carry out and compl~
said documents as executed and are further authorized to take any and
execute and deliver any and all other documents and certificates as may b
in connection with the issuance of the Bonds and the execution and deliw
Agreement and the Bond Purchase Agreement and to document complian
The Chairman of the Board of County Commissioners a
Court, ex officio Clerk of the Board of County Commissioners of
authorized and directed to prepare and furnish to the purchaser or purcl
are issued, certified copies of all the proceedings and records of the Issu,
fired by Section 149(e)
f the Issuer is hereby
dth Section 148 of the
on or agreement herein
.ase Agreement shall be
r, agent or employee of
.t or employee shall be
,untability by reason of
:ion and delivery of the
;and employees of the
acts and things and to
~ with the provisions of
all further actions and
s necessary or desirable
",ry of the Indenture, the
:e with the Code.
ad Clerk of the Circuit
the Issuer are hereby
tasers, when the Bonds
,~r relating to the Bonds,
and such other affidavits and certificates as may be required to show ~he facts relating to the
legality and marketability of the Bonds as such facts appear from the b )oks and records in the
officers' custody and control or as otherwise known to them; and alI such certified copies,
certificates and affidavits, including any heretofore furnished, shall con~.titute representations of
the IsSuer as to the accuracy of the documents and the Issuer's representatl:ions therein.
Section 16. Actions Approved and Confirmed. All acts a~d doings of the officers
of the Issuer which are in conformity with the purposes and intents of tk
in the furtherance of the issuance of the Bonds and the execution, deliv
the Indenture, the Agreement and the Bond Purchase Agreement shall
are, in all respects approved and confirmed.
Section 17. Severability of Invalid Provisions. If m
agreements or provisions herein contained shall be held contrary to any
or contrary to the policy of express law, though not expressly prohil
policy, or shall for any reason whatsoever be held invalid, then such
provisions shall be null and void and shall be deemed separable from the
5
is Bond Resolution and
~ry and performance of
e, and the same hereby
y one or more of the
.,xpress provision of law
fited, or- against public
~venants, agreements or
remaining agreements
OR BO0~ 1413 PG6E 1281
and provisions and shall in no way affect the validity of any of the
provisions hereof or of the Bonds authorized hereunder.
Section 18. Repealing Clause. All resolutions or parts
conflict with the provisions herein contained are, to the extent of
superseded and repealed.
Section 19. Effective Date. This Bond Resolution shall
upon its adoption.
ADOPTED this 25th day of June, 2001.
(CORPORATE SEAL).,
Attest:
ST.
other agreements and
hereof of the Issuer in
such conflict, hereby
~ke effect immediately
COUNT FLORIDA
Commissioners
COMMISSIONERS'!
APPROVED AS T( FORM AND
C07 ~~..//~~S:
By:CtoL/~y~ I~~nm~ev
OR BOOK 1413 PABE 1282
CI,ERK OF THE CIRCUIT COURT'S CERTIFICA7
The undersigned Clerk of the Circuit Court, ex officio
County Commissioners, of St. Lucie County, Florida (the "Issuer"), DOE
that the foregoing pages of typewritten matter pertaining to not to
aggregate principal amount of St. Lucie County, Florida First Mortgage
Living Center of Fort Pierce I, LLC - Lake Forest Park Retirement Com
2001, constitute a tree and correct copy of the Bond Resolution adopted o
County Commissioners of the Issuer in a meeting duly called and assemb
the public and at which a quorum was present and acting throughout, and
Bond Resolution appears of record in the Minute Book of the Is
undersigned's custody and control.
day of June, 2001.
WITNESS my hand aged the official seal of St. Lucie Co'
LUCIE COUNTY, F7
Clerk of the Board of
Commissioners
5280v 1/28902-00087./R-BOND RESO
?E
clerk of the Board of
$ HEREBY CERTIFY
exceed $7,000,000 in
Revenue Bonds (Sage
munity Project), Series
a June 25, 2001, by the
led, which was open to
that the original of said
;uer which is in the
nty, Florida, this
~3RIDA, ex officio
County