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HomeMy WebLinkAboutRES 86-041 RESOLUTION RELATING TO $125,000 GENERAL OBLIGATION CERTIFICATES OF INDEBTEDNESS; FIXING THE FORM AND DETAILS, AND PROVIDING FOR THE EXECUTION AND DELIVERY THEREOF AND SECURITY THEREFOR Meeting Sheet IIIIIIVIIIVIIIVIII VIII VIII IIII IIII 102359 Box: 23 Folders RES 1986 Document: RES 86-041 RESOLUTION RELATING TO $125,000 GENERAL OBLIGATION CERTIFICATES OF INDEBTEDNESS; FIXING THE FORM AND DETAILS, AND PROVIDING FOR THE EXECUTION AND DELIVERY THEREOF AND SECURITY THEREFOR RESOLUTION 86-041 • Councilmember Marks introduced the following resolution and moved its adoption: RESOLUTION RELATING TO $125,000 GENERAL OBLIGATION CERTIFICATES OF INDEBTEDNESS; FIXING THE FORM AND DETAILS, AND PROVIDING FOR THE EXECUTION AND DELIVERY THEREOF AND SECURITY THEREFOR BE IT RESOLVED by the City Council (the Council) of the City of St . Anthony, Minnesota (the 'City) , as follows : Section 1 . Authorization and Sale. 1 .01 . Authorization. This Council has heretofore determined that it is necessary and expedient for the City to issue and sell its Certificates of Indebtedness in the principal amount of $125, 000 to finance public safety and public works equipment purchases, pursuant to Minnesota Statutes, Section 412.301 . The obligations shall be general obligation negotiable securities denominated General Obligation Certificates of Indebtedness , issued in the aggregate principal amount of $125, 000 (the Certificates) . • 1 . 02 . Sale. By a resolution adopted on November 25, 1986, entitled "Resolution Relating to $125, 000 Equipment Certificates of Indebtedness; Authorizing the Issuance Thereof and Awarding the Sale, " this Council authorized the issuance of the Certificates and awarded the sale thereof to Miller & Schroeder Financial, Inc. , at a price of $123, 125, plus accrued interest . $1 ,875 of the amount of the Certificates. represents interest as permitted by Minnesota Statutes, Section 475 . 56 . 1 . 03 . Issuance of Certificates . All acts, conditions and things which are required by the Constitution and laws of the State of Minnesota to be done, to exist, to happen and to be performed precedent to and in the valid issuance of the Certificates having been done, existing, having happened and having been performed, it is now necessary for this Council to establish the form and terms of the Certificates, to provide security therefor and to issue the Certificates forthwith. Section 2 . Form of Certificates . The Certificates shall be prepared in substantially the following form: • (Face of the Certificates] UNITED STATES OF AMERICA STATE OF MINNESOTA COUNTIES OF HENNEPIN AND RAMSEY CITY OF ST. ANTHONY GENERAL OBLIGATION CERTIFICATES OF INDEBTEDNESS Date of Rate Maturity Original Issue CUSIP January 1, 1987 No . $ KNOW ALL MEN BY THESE PRESENTS that the City of St . Anthony, Hennepin and Ramsey Counties , Minnesota (the City) , acknowledges itself to be indebted and, for value • received, hereby promises to pay to or registered assigns, the principal sum of DOLLARS, on the maturity date specified above, without option of prior payment , with interest thereon from the date hereof at the annual rate specified above, payable on February 1 and August 1 in each year, commencing August 1 , 1987, to the person in whose name this Certificate is registered at the close of business on the 15th day (whether or not a business day) of the immediately preceding month, all subject to the provisions referred to herein with respect to the redemption of the principal of this Certificate before maturity. The interest hereon and, upon presentation and surrender hereof, the principal hereof are payable in lawful money of the United States of America by check or draft drawn by Norwest Bank Minneapolis, National Association, in Minneapolis, Minnesota, as Bond Registrar, Transfer Agent and Paying Agent (the Registrar) , or its successor designated under the Resolution described herein. Additional provisions of this Certificate are contained on the reverse hereof and such provisions shall for all purposes have the same effect as though fully set forth hereon. This Certificate shall not be valid or become obligatory for any purpose or be entitled to any- security or -2- benefit under the Resolution until the Certificate of- Authentication hereon shall have been executed by the Registrar by manual signature of one of its authorized representatives . IN WITNESS WHEREOF, the City of St . Anthony, Hennepin and Ramsey"Counties, State of Minnesota, by its City Council , has caused this Certificate to be executed by the facsimile signatures of the Mayor and the City Manager , and by a printed facsimile of the official seal of the City and has caused this Certificate to be dated as of the date set forth below. Dated: (Facsimile Signature) (Facsimile Signature) Mayor City Manager (Facsimile Seal) CERTIFICATE OF AUTHENTICATION This is one of the Certificates delivered pursuant to the Resolution mentioned within. NORWEST BANK MINNEAPOLIS, NATIONAL ASSOCIATION By Authorized Representative (Reverse of the Certificates] This Certificate is one of an issue in the aggregate principal amount of $125 , 000 (the Certificates) , issued pursuant to a resolution adopted by the City Council on December 9, 1986 (the Resolution) to finance public safety and public works equipment purchases in the City, and is issued pursuant to and in full conformity with the provisions of the Constitution and laws of the State of Minnesota thereunto enabling, including Minnesota Statutes, Section 412 . 301 . The Certificates are issuable only as fully registered bonds, in denominations of $5, 000 or any multiple thereof, of single maturities. -3- • As provided in the Resolution and subject to certain limitations set forth therein, this Certificate is transferable upon the books of the City at the principal office of the Registrar, by the registered owner hereof in person or by his attorney duly authorized in writing upon surrender hereof together with a written instrument of transfer satisfactory to the Registrar, duly executed by the registered owner or his attorney; and may also be surrendered in exchange for Certificates of other authorized denominations . Upon such transfer or exchange, the City will cause a new Certificate or Certificates to be issued in the name of the transferee or registered owner, of the same aggregate principal amount, bearing interest at the same rate and maturing on the same date, subject to reimbursement for any tax, fee or governmental charge required to be paid with respect to 'such transfer or exchange. The City and the Registrar may deem and treat the person in whose name this Certificate is registered as the absolute owner hereof, whether this Certificate is overdue or not, for the purpose of receiving payment and for all other purposes, and neither the City nor the Registrar shall be affected by any notice to the contrary. IT IS HEREBY CERTIFIED, RECITED, COVENANTED AND AGREED that all acts, conditions and things required by the Constitution and laws of the State of Minnesota to be done, to exist, to happen and to be performed precedent to and in the issuance of this Certificate in order to make it a valid and _binding general obligation of the City according to its terms have been done, do exist, have happened and have been performed in regular and due form as so required; that prior to the issuance hereof, the City has levied ad valorem taxes upon all taxable property within the City collectible in the years and amounts required to produce sums not less than five percent in excess of the principal of and interest on the Certificates as such principal and interest respectively become due, and has appropriated the same to the sinking fund in the manner specified in Minnesota Statutes, Section 475. 61 ; that, in the event of any accumulated or anticipated deficiency in the sinking fund, additional ad valorem taxes are required by law to be levied upon all taxable property in the City without limitation as to rate or amount; and that the issuance of this Certificate does not cause the indebtedness of the City to exceed any constitutional or statutory limitation. i -4- • The following abbreviations, when used in the inscription on the face of this Certificate, shall be construed as though they were written out in full according to the applicable laws or regulations: TEN COM -- as tenants UNIF GIFT MIN ACT . . . . .Custodian. . . . . in common (Cust) (Minor) TEN ENT -- as tenants by the entireties under Uniform Gifts to JT TEN -- as joint tenants Minors with right of survivorship and Act . . . . . . . . . . . . . . . . . . . not as tenants in (State) common Additional abbreviations may also be used. • -5- ASSIGNMENT FOR VALUE RECEIVED the undersigned hereby sells , assigns and transfers unto the within Certificate and all rights thereunder, and hereby irrevocably constitutes and appoints attorney to transfer the within Certificate on the books kept for registration thereof, with full power of substitution in the premises. Dated: PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER NOTICE : The signature to this OF ASSIGNEE: assignment must correspond with the name as it appears on the face of the within Certificate in every particular, without alteration or any change whatsoever . Signature(s) must be guaranteed by a commercial bank or trust company or by a brokerage firm having a membership in one of the major stock exchanges . • Section 3 . Terms, Execution and Delivery. 3 . 01 . Maturities, Interest Rates , Denominations , Payment . The City shall forthwith issue and deliver the Certificates, which shall be denominated "Certificates of Indebtedness" and shall be payable primarily from the Sinking Fund created in Section 4 . 01 hereof . The Certificates shall be issuable in the denomination of $5, 000 each or any integral multiple thereof, shall mature, without option of prior payment, on the dates and in amounts set forth below opposite such dates, and Certificates maturing on such dates and amounts shall bear interest from date of issue until paid or duly called for redemption at the rates per annum shown opposite such dates and amounts as follows: Maturity Date Amount Rate August 1 , 1987 $ 35, 000 4 . 25% February 1 , 1988 25, 000 4 . 50 August 1 , 1988 20, 000 4 . 50 February 1 , 1989 20, 000 5 . 00 August 1 , 1989 25, 000 5 . 00 -6- The Certificates shall be issuable only in fully registered form. The interest thereon and, upon surrender of each Certificate, the principal amount thereof, shall be payable by check or draft issued by the Registrar described herein. 3 . 02 .. Dates; Interest Payment Dates . Each Certificate shall be dated as of the last interest payment date preceding the date of authentication to which interest on the Certificate 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 such Certificate shall be dated as of the date of authentication, or (ii) the date of authentication is prior to August 1, 1987, in which case such Certificate shall be dated as of January 1 , 1987 . The interest on the Certificates shall be payable on February 1 and August 1 in each year, commencing August 1, 1987 , to the owner of record thereof as of the close of business on the fifteenth day of the immediately preceding month, whether or not such day is a business day. 3 . 03 . Registration. The City shall appoint, and shall maintain, a bond registrar, transfer agent and paying agent (the Registrar) . The effect of registration and the rights and duties of the City and the Registrar with respect • thereto shall be as follows : (a) Register. The Registrar shall keep at its principal corporate trust office a bond register in which the Registrar shall provide for the registration of ownership of Certificates and the registration of transfers and exchanges of Certificates entitled to be registered, transferred or exchanged. (b) Transfer of Certificates . Upon surrender for transfer of any Certificate 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 shall authenticate and deliver, in the name of the designated transferee or transferees, one or more new Certificates 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 fifteenth day of the month preceding each interest payment date and until such interest payment date. -7- • (c) Exchange of Certificates . Whenever any Certificate is surrendered by the registered owner for exchange, the Registrar shall authenticate and deliver one or more new 'Certificates of a like aggregate principal amount and maturity, as requested by the registered owner or the owner ' s attorney duly authorized in writing. (d) Cancellation. All Certificates surrendered upon any transfer or exchange shall be promptly cancelled by the Registrar and thereafter disposed of asdirected by the City. (e) Improper or Unauthorized Transfer. When any Certificate is presented to the Registrar for transfer , the Registrar may refuse to transfer the same until it is satisfied that the endorsement on such Certificate or separate instrument of transfer is legally authorized. The Registrar shall incur no liability for its 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 any Certificate is at any time registered in the bond register as the absolute owner of such Certificate, whether such Certificate shall • be overdue or not, for the purpose of receiving payment of, or on account of, the principal of and interest on such Certificate and for all other purposes , and all such . payments so made to any such registered owner or upon the owner ' s order shall be valid and effectual to satisfy and discharge the liability of the City upon such Certificate to the extent of the sum or sums so paid. (g) Taxes, Fees and Charges . For every transfer or exchange of Certificates, the Registrar may impose a charge upon the owner thereof sufficient to reimburse the Registrar for any tax, fee or other governmental charge required to be paid with respect to such transfer or exchange. (h) Mutilated, Lost, Stolen or Destroyed Certificates. In case any Certificate shall become mutilated or be lost, stolen or destroyed, the Registrar shall deliver a new Certificate of like amount, number , maturity date and tenor in exchange and substitution for and upon cancellation of any such mutilated Certificate or in lieu of and in substitution for any such Certificate lost, stolen or destroyed, upon the payment of the reasonable expenses and charges of the Registrar in connection therewith; and, in the case of a Certificate • -8- lost, stolen or destroyed, upon filing with the Registrar of evidence satisfactory to it that such Certificate was lost, stolen or destroyed, and of the ownership thereof, and upon furnishing to the Registrar of an appropriate bond or indemnity in form, substance and amount satisfactory to it, in which both the City and the Registrar shall be named as obligees . All Certificates so surrendered to the Registrar shall be cancelled by it and evidence of such cancellation shall be given to the City. If the mutilated, lost, stolen or destroyed Certificate has already matured or been called for redemption in accordance with its terms , it shall not be necessary to issue a new Certificate prior to payment . 3 . 04 . Appointment of Initial Registrar . The City hereby appoints Norwest Bank Minneapolis, National Association, as the initial Registrar . The Mayor and the City Manager are authorized to execute and deliver, on behalf of the City, a contract with Norwest Bank Minneapolis , National Association, as Registrar . Upon 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, such corporation shall be 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 any Registrar upon thirty (30) days ' notice and upon the appointment of a successor Registrar, in which event the predecessor Registrar shall deliver all cash and Certificates in its possession to the successor Registrar and shall deliver the bond register to the successor Registrar . On or before each principal or interest due date, without further order of this Council, the Finance Director shall transmit to the Registrar, from the Sinking Fund described in Section 4. 01 hereof , moneys sufficient for the payment of all principal and interest then due. 3 . 05 . Preparation and Delivery. The Certificates shall be prepared under the direction of the Finance Director and shall be executed on behalf of the City by the signatures of the Mayor and the City Manager , and shall be sealed with the official corporate seal of the City; provided that said signatures and the corporate seal may be printed, engraved, or lithographed facsimiles thereof . In case any officer whose signature, or a facsimile of whose signature, shall appear on the Certificates shall cease to be such officer before the delivery of any Certificate, such signature or facsimile shall nevertheless be valid and sufficient for all purposes , the same as if such officer had remained in office until delivery. Notwithstanding such execution, no Certificate shall be valid -9- or obligatory for any purpose or entitled to any security or benefit under this resolution unless and until a certificate of authentication on such Certificate has been duly executed by the manual signature of an authorized representative of the Registrar . Certificates of authentication on different Certificates need not be signed by the same representative . The executed certificate of authentication on each Certificate shall be conclusive evidence that it has been authenticated and delivered under this resolution. When the Certificates have been so executed and authenticated, they shall be delivered by the Finance Director to the purchaser thereof upon payment of the purchase price in accordance with the contract of sale heretofore made and executed, and the purchaser shall not be obligated to see to the application of the purchase price. Section 4 . Security Provisions . 4 . 01 . Sinking Fund. So long as any of the Certificates are outstanding and any principal thereof or interest thereon unpaid, the Finance Director shall maintain a separate and special sinking fund (the Sinking Fund) to be used for no purpose other than the payment of the principal of and interest on the Certificates and on such other certificates of indebtedness of the City as have been or may be directed to be paid therefrom. The City irrevocably appropriates to the • Sinking Fund (a) any taxes levied in accordance with this resolution, and (b) such other moneys as shall be received and appropriated to the- Sinking Fund from time to time . If the balance in the Sinking Fund is at any time insufficient to pay all interest and principal then due on all bonds payable therefrom, the payment shall be made from any fund of the City which is available for that purpose, subject to reimbursement from the Sinking Fund when the balance therein is sufficient . 4 . 02 . Ad Valorem Taxes . In order to provide the amounts required by Minnesota Statutes , Section 475 . 61, Subdivision 1 , for the payment of the Certificates , there is hereby levied upon all of the taxable property of the City a direct, annual ad valorem tax, which shall be collectible with other taxes in the years and amounts as follows : • -10- • Levy Collection Year Year Amount 1986 1987 $68, 773 . 91 1987 1988 71, 741 . 25 Said taxes shall be irrepealable as long as any of the Certificates herein authorized are outstanding and unpaid; provided that the City reserves the- right and power to reduce the levies in the manner and to the extent provided in Minnesota Statutes, Section 475 . 6.1 . 4 . 03 . Full Faith and Credit Pledged. The full faith and credit of the City are irrevocably pledged for the prompt and full payment of the principal of and interest on the Certificates, and the Certificates shall be payable from the Sinking Fund in accordance with the provisions and covenants contained in this resolution. It is estimated that the ad valorem taxes levied for the payment of the Certificates and other moneys legally available to the City for such purposes, will be collected in amounts not less than five percent in excess of the annual principal and interest requirements of the Certificates . If the money on hand in the Sinking Fund should at any time be insufficient to pay all principal and interest • due on all bonds payable therefrom, such amounts shall be paid from any other fund of the City and such other fund shall be reimbursed therefor when sufficient money is available in the Sinking Fund. If on October 1 in any year the sum of the balance in the Sinking Fund plus the amount of ad valorem taxes theretofor levied for the Certificates and collectible through the end of the following calendar year is not sufficient to pay when due all principal and interest to become due on all bonds payable therefrom in said following calendar year , or the Sinking Fund has incurred a deficiency in the manner provided in this Section 4 . 04 , an additional direct, irrepealable, ad valorem tax shall be levied on all taxable property within the corporate limits of the City for the purpose of restoring such accumulated or anticipated deficiency in accordance with the provisions of this resolution. Section 5 . Registration, Certification of Proceedings, Investment of Moneys and Arbitrage . 5 . 01 . Registration. The Finance Director is hereby authorized and directed to file a certified copy of this resolution with the County Auditors of Hennepin and. Ramsey Counties, together with such other information as such County Auditors shall require, and to obtain from each of said County Auditors a certificate that the Certificates have been entered on his bond register and the taxes described in Section 4 . 02 • hereof have been levied as required by law. -11- • 5 . 02. Certification of Proceedings . The officers of the City and the County Auditors of Hennepin and Ramsey Counties are hereby authorized and directed to prepare and furnish to the purchaser of the Certificates and to Dorsey & Whitney, Bond Counsel , certified copies of all proceedings and records of the City, and such other affidavits , certificates and information as may be.- required to show the facts relating to the legality and marketability of the Certificates as the same appear from the books and records under their custody and control or as otherwise known to them, and all such certified copies, certificates and affidavits, including any heretofore furnished, shall be deemed representations of the City as to the facts recited therein. 5 . 03 . Covenant . The City covenants and agrees with the holders from time to time of the Certificates 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 Certificates to become subject to taxation under the Internal Revenue Code of 1954, as amended (the Code) , and the Treasury Regulations promulgated thereunder (the Regulations) , and covenants to take any and all actions within its powers to ensure that the interest on the Certificates will not become subject to taxation under the Code and the Regulations . • 5 . 04 . Arbitrage Certification. The Mayor and City Manager, being the officers of the City charged with the responsibility for issuing the Certificates pursuant to this resolution, are authorized and directed to execute and deliver to the purchaser thereof a certificate in accordance with the provisions of Section 148 of the Internal Revenue Code of 1986 , and Sections 1 . 103-13 , 1 . 103-14 and 1 . 103-15 of the Regulations, stating the facts, estimates and circumstances in existence on the date of issue and delivery of the Certificates which make it reasonable to expect that the proceeds of the Certificates will not be used in a manner that would cause the Certificates to be arbitrage bonds within the meaning of the Code and Regulations . Section 6. Qualified Tax-Exempt Obligations . The Certificates will be issued in 1987 . The Council hereby determines and declares that the City does not reasonably anticipate to issue in calendar year 1987 tax-exempt obligations in an aggregate principal amount greater than $10, 000,000 (exclusive of private activity bonds as defined in -12- • Section 141 of the Code) . This Council hereby specifically designates the Certificates as "qualified tax-exempt obligations" within the meaning of Section 265 of the Code. Dated: December 9 , 1986 1 / ayor Attes City C.le The motion for the adoption of the foregoing resolution was duly seconded by Councilmember Ranallo , and upon vote being taken thereon, the following voted in favor thereof : Sundland, Ranallo, Marks, Makowske, Enrooth • and the following voted against the same: None whereupon said resolution was declared duly passed and adopted, and was signed by the Mayor , whose signature was attested by the City Clerk. ,� . -13- CERTIFICATE The undersigned duly qualified and acting City Clerk of the City of St. Anthony hereby certifies that attached hereto is true and correct copy of a resolution entitled "Resolution Relating to $125, 000 General obligation Equipment Certificates of Indebtedness; Fixing the Form and Details and providing for the Execution and Delivery Thereof and Security Therefor" , which resolution was adopted by the St . Anthony City Council at a regular meeting duly called and held on December 9, 1986 and a copy of such resolution is on file in the office of the City Clerk, City of St . Anthony, Minnesota. Dated this Ac 4day of December, 1986 . • City C1 k