HomeMy WebLinkAbout2025-054CITY OF LAKE ELMO
WASHINGTON COUNTY
STATE OF MINNESOTA
RESOLUTION NO.2025 - 054
A RESOLUTION AWARDING THE SALE OF
$2,025,000 GENERAL OBLIGATION
IMPROVEMENT BONDS, SERIES 2025A;
FIXING THEIR FORM AND SPECIFICATIONS;
DIRECTING THEIR EXECUTION AND DELIVERY;
AND PROVIDING FOR THEIR PAYMENT
BE IT RESOLVED By the City Council of the City of Lake Elmo, Washington County,
Minnesota (the "City") as follows:
Section 1. Background.
1.01 The City is authorized by Minnesota Statutes, Chapters 429 and Minnesota
Statutes, Chapter 475, as amended (collectively, the "Act") to provide financing for the City's
2025 street improvement projects (the "Assessable Improvements").
1.02 The City is authorized by Minnesota Statutes, Section 475.60, subdivision 2(9) to
negotiate the sale of the Bonds if the City has retained an independent municipal advisor in
connection with such sale. The City has retained Northland Securities, Inc. as its municipal advisor
(the "Municipal Advisor"). The actions of the City staff and the City's Municipal Advisor in
negotiating the sale of the Bonds are ratified and confirmed in all aspects.
Section 2. Sale of Bonds.
2.01 Authorization. It is hereby determined that it is necessary to provide financing for
the Assessable Improvements to finance those improvements through the issuance of the City's
$2,025,000 General Obligation Improvement Bonds, Series 2025A (the "Bonds").
2.02. Award to the Purchaser and Interest Rates. The proposal of Brownstone Investment
Group, LLC, New York, New York (the "Purchaser") to purchase the Bonds of the City described
in the official statement thereof is found and determined to be the most favorable offer received
and is hereby accepted, the proposal being to purchase the Bonds at a price of $2,158,663.85 (par
amount of $2,025,000.00, plus a premium of $146,826.35 less underwriter's discount of
$13,162.50), for Bonds bearing interest as follows:
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Year of
Maturity
Interest
Rate
Year of
Maturity
Interest
Rate
2027
5.00%
2032
5.00%
2028
5.00
2033
5.00
2029
5.00
2034
4.00
2030
5.00
2035
4.00
2031
5.00
2036
4.00
2.03, Purchase Contract. Any amount paid by the Purchaser over the minimum purchase
price shall be credited to the Debt Service Fund hereinafter created, or deposited in the Construction
Fund hereinafter created, as determined by the City Finance Director after consultation with the City's
municipal advisor. The City Finance Director is directed to retain the good faith deposit of the
Purchaser, pending completion of the sale of the Bonds. The Mayor and City Clerk are authorized
to execute a contract with the Purchaser on behalf of the City, if requested by the Purchaser.
2.04. Terms and Principal Amount of Bonds. The City will forthwith issue and sell the
Bonds pursuant to the Act, in the total principal amount of $2,025,000, originally dated the date
of delivery, in fully registered form and in the denominations of $5,000 each or any integral
multiple thereof, numbered No. R-1 and upward, bearing interest as above set forth, and maturing
serially on February 1 in the years and amounts as follows:
Year Amount
Year Amount
2027
$125,000
2032
$210,000
2028
175,000
2033
220,000
2029
180,000
2034
235,000
2030
190,000
2035
240,000
2031
200,000
2036
250,000
As may be requested by the Purchaser, one or more term Bonds (the "Term Bonds") may
be issued having mandatory sinking fund redemption and final maturity amounts conforming to
the foregoing principal repayment schedule, and corresponding additions may be made to the
provisions of the applicable Bond(s).
2.05. Optional Redemption. The City may elect on February 1, 2033, and on any day
thereafter to prepay Bonds maturing on or after February 1, 2034. Redemption may be in whole
or in part and if in part, at the option of the City and in such manner as the City will determine. If
less than all Bonds of a maturity are called for redemption, the City will notify DTC (as defined in
Section 7 hereof) of the particular amount of such maturity to be prepaid. DTC will determine by
lot the amount of each participant's interest in such maturity to be redeemed and each participant
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will then select by lot the beneficial ownership interests in such maturity to be redeemed.
Prepayments will be at a price of par plus accrued interest.
Section 3. Registration and Payment.
3.01. Registered Form. The Bonds will be issued only in fully registered form. The
interest thereon and, upon surrender of each Bond, the principal amount thereof is payable by
check or draft issued by the Registrar described herein.
3.02. Dates: Interest Payment Dates. Each Bond will be dated as of the last interest
payment date preceding the date of authentication to which interest on the Bond has been paid or
made available for payment, unless (i) the date of authentication is an interest payment date to
which interest has been paid or made available for payment, in which case the Bond will be dated
as of the date of authentication, or (ii) the date of authentication is prior to the first interest payment
date, in which case the Bond will be dated as of the date of original issue. The interest on the
Bonds is payable on February 1 and August 1 of each year, commencing August 1, 2026, to the
registered owners thereof of record as of the close of business on the 15t" day of the immediately
preceding month, whether or not that day is a business day.
3.03. Registration. The City will appoint, and will maintain, a bond registrar, transfer
agent, authenticating agent and paying agent (the "Registrar"). The effect of registration and the
rights and duties of the City and the Registrar with respect thereto are as follows:
(a) Re ig ster. The Registrar will keep at its principal corporate trust office a
bond register in which the Registrar provides for the registration of ownership of Bonds
and the registration of transfers and exchanges of Bonds entitled to be registered,
transferred or exchanged.
(b) Transfer of Bonds. Upon surrender for transfer of any Bond duly endorsed
by the registered owner thereof or accompanied by a written instrument of transfer, in form
satisfactory to the Registrar, duly executed by the registered owner thereof or by an
attorney duly authorized by the registered owner in writing, the Registrar will authenticate
and deliver, in the naive of the designated transferee or transferees, one or more new Bonds
of a like aggregate principal amount and maturity, as requested by the transferor. The
Registrar may, however, close the books for registration of any transfer after the 15th day
of the month preceding each interest payment date and until that interest payment date.
(c) Exchange of Bonds. Whenever any Bonds are surrendered by the registered
owner for exchange the Registrar will authenticate and deliver one or more new Bonds of
a like aggregate principal amount and maturity as requested by the registered owner or the
owner's attorney in writing.
(d) Cancellation. All Bonds surrendered upon any transfer or exchange will be
promptly cancelled by the Registrar and thereafter disposed of as directed by the City.
(e) Improper or Unauthorized Transfer. When a Bond is presented to the
Registrar for transfer, the Registrar may refuse to transfer the Bond until the Registrar is
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satisfied that the endorsement on the Bond or separate instrument of transfer is valid and
genuine and that the requested transfer is legally authorized. The Registrar will incur no
liability for the refusal, in good faith, to make transfers which it, in its judgment, deems
improper or unauthorized.
(f) Persons Deemed Owners. The City and the Registrar may treat the person
in whose name a Bond is at any time registered, as of the applicable record date, in the
bond register as the absolute owner of such Bond, whether the Bond is overdue or not, for
the purpose of receiving payment of, or on account of, the principal of and interest on the
Bond and for all other purposes, and payments so made to a registered owner or upon the
owner's order will be valid and effectual to satisfy and discharge the liability upon the
Bond to the extent of the sum or sums so paid.
(g) Taxes, Fees and Charges. The Registrar may impose a charge upon the
owner thereof for a transfer or exchange of Bonds, sufficient to reimburse the Registrar for
any tax, fee or other governmental charge required to be paid with respect to the transfer
or exchange.
(h) Mutilated, Lost, Stolen or Destroyed Bonds. If a Bond becomes Mutilated
or is destroyed, stolen or lost, the Registrar will deliver anew Bond of like amount, number,
maturity date and tenor in exchange and substitution for and upon cancellation of the
mutilated Bond or in lieu of and in substitution for any Bond destroyed, stolen or lost, upon
the payment of the reasonable expenses and charges of the Registrar in connection
therewith; and, in the case of a Bond destroyed, stolen or lost, upon filing with the Registrar
of evidence satisfactory to the Registrar that the Bond was destroyed, stolen or lost, and of
the ownership thereof, and upon furnishing to the Registrar an appropriate bond or
indemnity in form, substance and amount satisfactory to the Registrar and as provided by
law, in which both the City and the Registrar must be named as obligees. Bonds so
surrendered to the Registrar will be cancelled by the Registrar and evidence of such
cancellation must be given to the City. If the mutilated, destroyed, stolen or lost Bond has
already matured or been called for redemption in accordance with its teens it is not
necessary to issue a new Bond prior to payment.
(i) Redemption. In the event any of the Bonds are called for redemption,
written notice thereof identifying the Bonds to be redeemed will be given by the Registrar
by mailing a copy of the redemption notice by first class mail (postage prepaid) at least 30
days prior to the redemption date to the registered owner of each Bond to be redeemed at
the address shown on the registration books kept by the Registrar and by publishing the
notice if required by law. Failure to give notice by publication or by mail to any registered
owner, or any defect therein, will not affect the validity of the proceedings for the
redemption of Bonds. Bonds so called for redemption will cease to bear interest after the
specified redemption date, provided that the funds for the redemption are on deposit with
the place of payment at that time.
3.04. Appointment of Initial Re isgt tray. The City appoints U.S. Bank Trust Company,
National Association, St. Paul, Minnesota, as the initial Registrar. The Mayor and the City Clerk
are authorized to execute and deliver, on behalf of the City, a contract with the Registrar. Upon
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merger or consolidation of the Registrar with another corporation, if the resulting corporation is a
bank or trust company authorized by law to conduct such business, the resulting corporation is
authorized to act as successor Registrar. The City agrees to pay the reasonable and customary
charges of the Registrar for the services performed. The City reserves the right to remove the
Registrar upon 30 days' notice and upon the appointment of a successor Registrar, in which event
the predecessor Registrar must deliver all cash and Bonds in its possession to the successor
Registrar and deliver the bond register to the successor Registrar. On or before each principal or
interest due date, without further order of this Council, the City Finance Director must transmit to
the Registrar money sufficient for the payment of all principal and interest then due.
3.05. Execution. Authentication and Delivery. The Bonds will be prepared under the
direction of the City Finance Director and executed on behalf of the City by the signatures of the
Mayor and the City Cleric, provided that all signatures may be printed, engraved or lithographed
facsimiles of the originals. If an officer whose signature or a facsimile of whose signature appears
on the Bonds ceases to be such officer before the delivery of any Bond, that signature or facsimile
will nevertheless be valid and sufficient for all purposes, the same as if the officer had remained
in office until delivery. Notwithstanding such execution, a Bond will not be valid or obligatory
for any purpose or entitled to any security or benefit under this Resolution unless and until a
certificate of authentication on the Bond has been duly executed by the manual signature of an
authorized representative of the Registrar. Certificates of authentication on different Bonds need
not be signed by the same representative. The executed certificate of authentication on a Bond is
conclusive evidence that it has been authenticated and delivered under this Resolution. When the
Bonds have been so prepared, executed and authenticated, the City Finance Director will deliver
the same to the Purchaser thereof upon payment of the purchase price in accordance with the
contract of sale heretofore made and executed, and the Purchaser is not obligated to see to the
application of the purchase price.
3.06. Form of Bonds. The Bonds will be printed or typewritten in substantially the form
set forth in Exhibit B attached hereto.
3.07. Approving Legal Opinion. The City Finance Director is authorized and directed to
obtain a copy of the proposed approving legal opinion of Kutak Rock LLP, Minneapolis,
Minnesota, which will be complete except as to dating thereof and to cause the opinion to be
printed on or accompany each Bond.
Section 4. Funds and Accounts; Security; Payment.
4.01. Debt Service Fund. For the convenience and proper administration of the moneys to
be borrowed and repaid on the Bonds, and to provide adequate and specific security for the Purchaser
and holders from time to time of the Bonds, there is hereby created a special fund to be designated
the "General Obligation Improvement Bonds, Series 2025A Debt Service Fund (the "Debt Service
Fund"). The Debt Service Fund shall be administered and maintained by the Finance Director as a
bookkeeping account separate and apart frorn all other funds maintained in the official financial
records of the City. Amounts in Debt Service Fund are irrevocably pledged to the Bonds. To the
Debt Service Fund hereby created, there is hereby pledged and irrevocably appropriated and there
will be credited: (i) the proceeds of ad valorem property taxes herein or hereafter levied (the "Taxes"),
4908-6676-6901.2
and, subject to 4.02, special assessments levied or to be levied against the property specially benefited
by the Assessable Improvements (the "Assessments"); (ii) capitalized interest financed from Bond
proceeds, if any; (iii) the amount over the minimum purchase price paid by the Purchaser, to the extent
designated for deposit in the Debt Service Fund in accordance with Section 2.03 hereof; (iv) all
investment earnings on funds in the Debt Service Fund; and (v) any and all other moneys which are
properly available and are appropriated by the City Council to the Debt Service Fund. The Debt
Service Fund will be maintained in a manner herein specified until all of the Bonds and the interest
thereon will have been fully paid. The Finance Director will report to the City Council any current
or anticipated deficiency in the Debt Service Fund in the amount necessary to pay principal of and
interest on all of the Bonds when due. If a payment of principal or interest on the Bonds becomes
due when there is not sufficient money in the Debt Service Fund to pay the same, the City Finance
Director is directed to pay such principal or interest from the other funds of the City, and such fund
will be reimbursed for those advances out of the proceeds of Taxes and Assessments when collected.
4.02. Construction Fund. The City hereby creates the General Obligation Improvement
Bonds, Series 2025A Construction Fund (the "Construction Fund") to be administered and
maintained by the City Finance Director as a bookkeeping account separate and apart from all other
funds maintained in the official financial records of the City. The proceeds of the Bonds, less
appropriations made in Section 4.01 hereof, together with any other funds appropriated for the
Assessable Improvements and the Assessments and Taxes collected during the construction of the
Assessable Improvements, will be deposited in the Construction Fund to be used solely to defray
expenses of the Assessable Improvements and the payment of principal of and interest on the Bonds
prior to the completion and payment of all costs of the Assessable Improvements. Any balance
remaining in the Construction Fund after completion of the Assessable Improvements and payment
of the costs thereof may be used to pay the cost in whole or in part of any other improvement instituted
under the Act under the direction of the City Council or may be used as provided in Minnesota
Statutes, section 475.65, under the direction of the City Council. Thereafter, the Construction Fund
is to be closed and any remaining balances therein and any subsequent collections of Assessments
and Taxes for the Assessable Improvements are to be deposited in the Debt Service Fund,
4.03. Tax Lew. For the purpose of paying the principal of and interest on the Bonds,
there is hereby levied a direct annual irrepealable ad valorem tax upon all of the taxable property in
the City, which Taxes will be spread upon the tax rolls and collected with and as part of other general
taxes of the City. Such Taxes will be credited to the Debt Service Fund above provided and will be
in the years and amounts as set forth in Exhibit C. The tax levy herein provided will be irrepealable
until all of the Bonds are paid, provided that the Finance Director may annually, at the time the City
makes its tax levies, certify to the County Auditor of the County the amount available in the Debt
Service Fund to pay principal and interest due during the ensuing year on the Bonds, and the County
Auditor of the County will thereupon reduce the levy collectible during such year by the amount so
certified.
4,04. City Covenants with Respect to the Bonds. It is hereby determined that the Assessable
Improvements will directly and indirectly benefit abutting and other benefited property, and the City
hereby covenants with the holders from time to time of the Bonds as follows:
4908-6676-6901.2
(a) The City has caused or will cause the Assessments for the Assessable
Improvements to be promptly levied so that the first installment will be collectible not later
than 2026 and will take all steps necessary to assure prompt collection, and the levy of the
Assessments is hereby authorized. The City Council will cause to be taken with due diligence
all further actions that are required for the construction of each Assessable Improvement
financed wholly or partly from the proceeds of the Bonds, and will take all further actions
necessary for the final and valid levy of the Assessments and the appropriation of any other
funds needed to pay the Bonds and interest thereon when due.
(b) In the event of any current or anticipated deficiency in Assessments and Taxes,
the City Council will levy additional ad valorem taxes in the amount of the current or
anticipated deficiency.
(c) The City will keep complete and accurate books and records showing:
receipts and disbursements in connection with the Assessable Improvements, Assessments
and Taxes levied therefor and other funds appropriated for their payment, collections thereof
and disbursements therefrom, monies on hand and, the balance of unpaid Assessments.
(d) The City will cause its books and records to be audited at least annually and
will furnish copies of such audit reports to any interested person upon request.
(e) At least 20% of the cost to the City of the Assessable Improvements described
herein has been or will be specially assessed against benefited properties.
4.05 Registration of Resolution. The City Finance Director is authorized and directed to
file a certified copy of this resolution with the County Auditor of Washington County and to obtain
the certificate required by Section 475.63 of the Act.
4.06. Debt Service Coverage. It is hereby determined that the estimated collection of the
foregoing Taxes levied under Section 4.03 and the Assessments herein pledged will produce at least
5% in excess of the amount needed to pay when due, the principal and interest payments on the Bonds.
4.07. General Obligation Pledge. For the prompt and full payment of the principal of and
interest on the Bonds, as the same respectively become due, the full faith, credit and taxing powers of
the City will be and are hereby irrevocably pledged. If the balance in the Debt Service Fund is ever
insufficient to pay all principal and interest then due on the Bonds and any other bonds payable
therefrom, the deficiency will be promptly paid out of monies in the general fund of the City which
are available for such purpose, and such general fiord may be reimbursed with or without interest
from the Debt Service Fund when a sufficient balance is available therein.
Section 5. Authentication of Transcript.
5.01. City Proceedings and Records. The officers of the City are hereby authorized and
directed to prepare and furnish to the Purchaser and to the attorneys approving the Bonds, certified
copies of proceedings and records of the City relating to the Bonds and to the financial condition
and affairs of the City, and such other certificates, affidavits and transcripts as may be required to
show the facts within their knowledge or as shown by the books and records in their custody and
4909-6676-6901.2
under their control, relating to the validity and marketability of the Bonds and such instruments,
including any heretofore furnished, may be deemed representations of the City as to the facts and
representations stated therein as it relates to the City.
5.02. Certification as to Official Statement. The Mayor, City Clerk, Finance Director
and Administrator, or any of them, are authorized and directed to certify that they have examined
the Official Statement prepared and circulated in connection with the issuance and sale of the
Bonds and that to the best of their knowledge and belief the Official Statement is, as of the date
thereof, a complete and accurate representation of the facts and representations made therein as of
the date of the Official Statement as it relates to the City.
5.03. Other Certificates. The Mayor, City Clerk, Finance Director and Administrator, or
any of them, are hereby authorized and directed to furnish to the Purchaser at the closing such
certificates as are required as a condition of sale. Unless litigation shall have been commenced
and be pending questioning the Bonds or the organization of the City or incumbency of its officers,
at the closing the Mayor and City Clerk are, or either of them, shall also execute and deliver to the
Purchaser a suitable certificate as to absence of material litigation, and the Clerk shall also execute
and deliver a certificate as to payment for and delivery of the Bonds.
5.04. Electronic Signatures, The electronic signature of the Mayor, City Clerk, Finance
Director and/or Administrator to this resolution and to any certificate authorized to be executed
hereunder shall be as valid as an original signature of such party and shall be effective to bind the
City thereto. For purposes hereof, (i) "electronic signature" means (a) a manually signed original
signature that is then transmitted by electronic means or (b) a signature obtained through DocuSign
or Adobe or a similarly digitally auditable signature gathering process; and (ii) "transmitted by
electronic means" means sent in the form of a facsimile or sent via the internet as a portable
document fonnat ("pdf') or other replicating image attached to an electronic mail or internet
message.
Section 6. Tax Covenants,
6.01 Tax -Exempt Bonds. The City covenants and agrees with the holders from time to
time of the Bonds that it will not take or permit to be taken by any of its officers, employees, or
agents any action which would cause the interest on the Bonds to become subject to taxation under
the Internal Revenue Code of 1986, as amended (the "Code"), and the Treasury Regulations
promulgated thereunder, in effect at the time of such actions, and that it will take or cause its
officers, employees or agents to take, all affirmative action within its power that may be necessary
to ensure that such interest will not become subject to taxation under the Code and applicable
Treasury Regulations, as presently existing or as hereafter amended and made applicable to the
Bonds. To that end, the City will comply with all requirements necessary under the Code to
establish and maintain the exclusion from gross income of the interest on the Bonds under Section
103 of the Code, including without limitation requirements relating to temporary periods for
investments, and limitations on amounts invested at a yield greater than the yield on the Bonds.
6.02. Rebate.
4908-6676-6901.2
(a) The City will comply with requirements necessary under the Code to establish and
maintain the exclusion from gross income of the interest on the Bonds under Section 103 of the Code,
including without limitation requirements relating to temporary periods for investments, limitations
on amounts invested at a yield greater than the yield on the Bonds, and the rebate of excess investment
earnings to the United States (unless the City qualifies for any exception from the rebate requirements
based on timely expenditure of proceeds of the Bonds, in accordance with the Code and applicable
Treasury Regulations).
(b) For purposes of qualifying for the small -issuer exception to federal arbitrage rebate
requirements, the City finds, determines and declares that the aggregate face amount of all tax-exempt
bonds (other than private activity bonds) issued by the City (and all subordinate entities of the City)
during the calendar year in which the Bonds are issued is not reasonably expected to exceed
$5,000,000, within the meaning of Section 148(f)(4)(D) of the Code.
6.03. Not Private Activity Bonds. The City further covenants not to use the proceeds of
the Bonds or the Assessable Improvements financed by the Bonds or to cause or permit them or
any of them to be used, in such a manner as to cause the Bonds to be "private activity bonds"
within the meaning of Sections 103 and 141 through 150 of the Code.
6.04. Banc Qualified Tax Exempt Obligations. In order to qualify the Bonds as "qualified
tax-exempt obligations" within the meaning of Section 265(b)(3) of the Code, the City makes the
following factual statements and representations:
(a) the Bonds are not "private activity bonds" as defined in Section 141 of the
Code;
(b) the City hereby designates the Bonds as "qualified tax-exempt obligations"
for purposes of Section 265(b)(3) of the Code;
(c) the reasonably anticipated amount of tax-exempt obligations (other than any
private activity bonds that are not qualified 501(c)(3) bonds) which will be issued by the
City (and all subordinate entities of the City) during calendar year 2025 will not exceed
$10,000,000; and
(d) not more than $10,000,000 of obligations issued by the City during calendar
year 2025 have been designated for purposes of Section 265(b)(3) of the Code.
6.05. Procedural Requirements. The City will use its best efforts to comply with any
federal procedural requirements which may apply in order to effectuate the designations made by
this section.
Section 7. Book-Entrysystem: Limited Obligation of City.
7.01. The Depository Trust Company. The Bonds will be initially issued in the form of a
separate single typewritten or printed fully registered Bond for each of the maturities set forth in
Section 2.04 hereof. Upon initial issuance, the ownership of each Bond will be registered in the
registration books kept by the Registrar in the name of Cede & Co., as nominee for The Depository
4908-6676-6901.2
Trust Company, New York, New York, and its successors and assigns (DTC). Except as provided
in this section, all of the outstanding Bonds will be registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee of DTC.
7.02. Participants. With respect to Bonds registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee of DTC, the City, the Registrar and the Paying
Agent will have no responsibility or obligation to any broker dealers, banks and other financial
institutions from time to time for which DTC holds Bonds as securities depository (the
"Participants") or to any other person on behalf of which a Participant holds an interest in the
Bonds, including but not limited to any responsibility or obligation with respect to (i) the accuracy
of the records of DTC, Cede & Co. or any Participant with respect to any ownership interest in the
Bonds, (ii) the delivery to any Participant or any other person (other than a registered owner of
Bonds, as shown by the registration books kept by the Registrar,) of any notice with respect to the
Bonds, including any notice of redemption, or (iii) the payment to any Participant or any other
person, other than a registered owner of Bonds, of any amount with respect to principal of,
premium, if any, or interest on the Bonds. The City, the Registrar and the Paying Agent may 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, premium and interest with respect to such Bond, for the purpose of registering transfers
with respect to such Bonds, and for all other purposes. The Paying Agent will pay all principal of,
premium, if any, and interest on the Bonds only to or on the order of the respective registered
owners, as shown in the registration books kept by the Registrar, and all such payments will be
valid and effectual to fully satisfy and discharge the City's obligations with respect to payment of
principal of, premium, if any, or interest on the Bonds to the extent of the sum or sums so paid.
No person other than a registered owner of Bonds, as shown in the registration books kept by the
Registrar, will receive a certificated Bond evidencing the obligation of this resolution. Upon
delivery by DTC to the City Finance Director of a written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., the words "Cede & Co.," will
refer to such new nominee of DTC; and upon receipt of such a notice, the City Finance Director
will promptly deliver a copy of the same to the Registrar and Paying Agent.
7.03. Representation Letter. The City has heretofore executed and delivered to DTC a
Blanket Issuer Letter of Representations (the "Representation Letter") which will govern payment
of principal of, premium, if any, and interest on the Bonds and notices with respect to the Bonds.
Any Paying Agent or Registrar subsequently appointed by the City with respect to the Bonds will
agree to take all action necessary for all representations of the City in the Representation Letter
with respect to the Registrar and Paying Agent, respectively, to be complied with at all times.
7.04. Transfers Outside Book -Entry S, stem. In the event the City, by resolution of the
City Council, determines that it is in the best interests of the persons having beneficial interests in
the Bonds that they be able to obtain Bond certificates, the City will notify DTC, whereupon DTC
will notify the Participants, of the availability through DTC of Bond certificates. In such event the
City will issue, transfer and exchange Bond certificates as requested by DTC and any other
registered owners in accordance with the provisions of this Resolution. DTC may determine to
discontinue providing its services with respect to the Bonds at any time by giving notice to the
City and discharging its responsibilities with respect thereto under applicable law. In such event,
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if no successor securities depository is appointed, the City will issue and the Registrar will
authenticate Bond certificates in accordance with this resolution and the provisions hereof will
apply to the transfer, exchange and method of payment thereof.
7.05. Payments to Cede & Co. Notwithstanding any other provision of this Resolution to
the contrary, so long as a Bond is registered in the name of Cede & Co., as nominee of DTC,
payments with respect to principal of, premium, if any, and interest on the Bond and notices with
respect to the Bond will be made and given, respectively in the manner provided in DTC's
Operational Arrangements, as set forth in the Representation Letter.
Section 8. Continuing Disclosure.
8.01. City Compliance with Provisions of Continuing Disclosure Certificate. The City
hereby covenants and agrees that it will comply with and carry out all of the provisions of the
Continuing Disclosure Certificate. Notwithstanding any other provision of this Resolution, failure
of the City to comply with the Continuing Disclosure Certificate is not an event of default with
respect to the Bonds; however, any Bondholder may take such actions as may be necessary and
appropriate, including seeking mandate or specific performance by court order, to cause the City
to comply with its obligations under this section.
8.02. Execution of Continuing Disclosure Certificate. "Continuing Disclosure Certificate"
means that certain Continuing Disclosure Certificate executed by the Mayor and City Clerk and
dated the date of issuance and delivery of the Bonds, as originally executed and as it may be
amended from time to time in accordance with the terms thereof.
Section 9. Defeasance. When the Bonds and all accrued interest thereon have been
discharged as provided in this section, all pledges, covenants and other rights granted by this
resolution to the holders of the Bonds will cease, except that the pledge of the full faith and credit
of the City for the prompt and full payment of the principal of and interest on the Bonds will remain
in fall force and effect. The City may discharge the Bonds which are due on any date by depositing
with the Registrar on or before that date a sum sufficient for the payment thereof in full or by
depositing irrevocably in escrow, with a suitable institution qualified by law as an escrow agent
for this purpose, cash or securities which are backed by the full faith and credit of the United States
of America, or any other security authorized under Minnesota law for such purpose, bearing
interest payable at such times and at such rates and maturing on such dates and in such amounts
as shall be required and sufficient, subject to sale and/or reinvestment in like securities, to pay said
obligation(s), which may include any interest payment on such Bond and/or principal amount due
thereon at a stated maturity (or if irrevocable provision shall have been made for permitted prior
redemption of such principal amount, at such earlier redemption date). If any Bond should not be
paid when due, it may nevertheless be discharged by depositing with the Registrar a sum sufficient
for the payment thereof in full with interest accrued to the date of such deposit.
Section 10. Effective Date. This resolution shall be in full force and effect from and
after its passage.
4908-6676-6901.2
The motion for the adoption of the foregoing resolution was duly seconded by member
Hine and, after full discussion thereof and upon a vote being taken thereon, the following voted in
favor thereof: Mayor Cadenhead and Councilmembers Matt Him, Jeff Holtz and Nick Kragness.
and the following voted against the same: Councilmember Nick Dragisich.
Approved this 15t" day of July, 2025, by the City Council of the City of Lake Ehno, Minnesota.
CITY OF LAKE ELMO, MINNESOTA
Mayor
ATTEST:
ity Jerk
4908-6676-690 L2
EXHIBIT A
PROPOSALS
TABULATION OF BIDS
CITY OF LAKE ELMO, MINNESOTA
$2,025,000t
GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 2025A
AWARD:
DATE OF SALE:
MOODY' S UNDERLYING RATING
BROWNSTONE INVESTMENT GROUP, LLC
TUESDAY, JULY 15, 2025
Aal
TRUE
PURCHASE
NET
INTEREST
BIDDER
PRICE
INTEREST COST
COST (TIC)
Brownstone Investment Group, LLC
$2,329,173.20
$475,577.49
3.3079189%
New York, NY
Robert W. Baird & Co., Inc.
$2,343,405.05
$481,658.98
3.3342029%
Milwaukee, WI
Piper Sandler & Co. $2,386,196.85 $489,733.01 3.3351939%
Minneapolis, MN
TD Securities $2,361,107.30 $487,616.45 3.3531825%
New York, NY
HilltopSecurities $2,340,720.67 $484,343.36 3.3553474%
Dallas, TX
Stifel, Nicolaus & Co., Inc. $2,311,638,20 $493,112.49 3.4471939%
Birmingham, AL
Raymond James & Associates, Inc. $2,301,007.20 $503,743.49 3.5323394%
Dallas, TX
f Par amount decreased from $2,025,000 to $2,025,000. For Brownstone Investment Group, LLC, the adjusted purchase price is
$2,158,663.85, plus accrued interest from the date of issue to the date of delivery, and the adjusted TIC is 3.3165198%.
A-1
4908-6676-6901.2
STATE OF MINNESOTA COUNTY AUDITOR'S
CERTIFICATE AS TO TAX
COUNTY OF WASHINGTON LEVY AND REGISTRATION
I, the undersigned County Auditor of Washington County, Minnesota, hereby certify that
a certified copy of a resolution adopted by the governing body of the City of Lake Elmo,
Minnesota, on July 15, 2025, levying taxes for the payment of General Obligation Improvement
Bonds, Series 2025A, in the amount of $2,025,000, dated August 14, 2025 has been filed in my
office and said bonds have been registered on the register of obligations in my office and that such
tax has been levied as required by law.
WITNESS My hand and official seal this day of 2025.
(SEAL)
County Auditor
Washington County, Minnesota
Deputy
4908-6676-6901.2