HomeMy WebLinkAbout1998.05.04 RESO 1998-0016S,
EXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF
HUGO, MINNESOTA
HELD: May 4, 1998
Pursuant to due call and notice thereof, a regular
meeting of the City Council of the City of Hugo, Washington
County, Minnesota, was duly held at the City Hall in said City on
Monday, the 4th day of May, 1998, at 7:00 P.M., for the purpose,
in part, of considering proposals for, and awarding the sale of,
$985,000 General Obligation Temporary Improvement Bonds, Series
1998B of the City.
The following members were present:
Warren Arcand, Debra Barnes, Andrew Goiffon, James Leroux, Fran Miron
and the following were absent: NONE
Member Goiffon introduced the following resolution and
moved its adoption:
RESOLUTION 1998-16
RESOLUTION ACCEPTING PROPOSAL ON
SALE OF $985,000 GENERAL OBLIGATION
TEMPORARY IMPROVEMENT BONDS, SERIES 1998B,
PROVIDING FOR THEIR ISSUANCE, AND
PLEDGING FOR THE SECURITY THEREOF SPECIAL ASSESSMENTS
A. WHEREAS, the City Council of the City of Hugo,
Minnesota (the "City"), has heretofore determined and declared
that it is necessary and expedient to issue $985,000 General
Obligation Temporary Improvement Bonds, Series 1998B of the City
(the "Bonds"), pursuant to Minnesota Statutes, Chapters 429 and
475, to temporarily finance various improvements in the City,
particularly related to the development of the Bald Eagle
Industrial Park (the "Improvements"); and
B. WHEREAS, the Improvements and all their components
have been ordered prior to the date hereof, after a hearing
thereon for which notice was given describing the Improvements or
all their components by general nature, estimated cost, and area
to be assessed; and
C. WHEREAS, the City Council has heretofore
determined that it is necessary and expedient to provide
temporary financing pursuant to Minnesota Statutes, Chapters 429
and 475, particularly Section 429.091, Subdivision 5, for the
construction of the Improvements, and to pledge special
assessments to the payment thereof; and
931992.1
i
D. WHEREAS, the City has retained Ehlers and
Associates, Inc. in Roseville, Minnesota ("Ehlers"), as its
independent financial advisor for the Bonds and therefore
proposals to purchase the Bonds have been solicited by Ehlers in
accordance with Minnesota Statutes, Section 475.60, Subdivision
2(9); and
E. WHEREAS, proposals set forth on Exhibit A attached
hereto were received pursuant to the terms established for the
Bonds at the offices of Ehlers, in the presence of the City
Clerk -Treasurer, or designee, at 10:00 A.M., Central Time, this
same day; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the
City of Hugo, Minnesota, as follows:
1. Acceptance of Proposal. The proposal of
(the "Purchaser"), to purchase the Bonds (or,
individually, a "Bond"), in accordance with the terms established
for the Bonds, at the rates of interest hereinafter set forth,
and to pay therefor the sum of $ , plus interest accrued to
settlement, is hereby found, determined and declared to be the
most favorable proposal received and is hereby accepted, and the
Bonds are hereby awarded to said proposal maker. The Clerk -
Treasurer is directed to retain the deposit of said proposal
maker and to forthwith return to the unsuccessful proposal makers
their good faith checks or drafts.
2. Bond Terms.
(a) Title: Original Issue Date: Denominations:
Maturitv. The Bonds shall be titled "General Obligation
Temporary Improvement Bonds, Series 1998B11, shall be dated May
26, 1998, as the date of original issue and shall be issued
forthwith on or after such date as fully registered bonds. The
Bonds shall be numbered from R-1 upward in the denomination of
$5,000 each or in any integral multiple thereof of a single
maturity (the "Authorized Denominations"). The Bonds shall all
mature on February 1, 2001, unless called for earlier redemption.
(b) Book Entry Only System. The Depository Trust
Company, a limited purpose trust company organized under the laws
of the State of New York or any of its successors or its
successors to its functions hereunder (the "Depository") will act
as securities depository for the Bonds, and to this end:
(i) The Bonds shall be initially issued and, so long
as they remain in book entry form only (the "Book Entry Only
Period"), shall at all times be in the form of a separate
single fully registered Bond for each maturity of the Bonds;
and for purposes of complying with this requirement under
paragraphs 5 and 10 Authorized Denominations for any Bond
931992.1 2
shall be deemed to be limited during the Book Entry Only
Period to the outstanding principal amount of that Bond.
(ii) Upon initial issuance, ownership of the Bonds
shall be registered in a bond register maintained by the
Bond Registrar (as hereinafter defined) in the name of CEDE
& CO., as the nominee (it or any nominee of the existing or
a successor Depository, the "Nominee").
(iii) With respect to the Bonds neither the City nor
the Bond Registrar shall have any responsibility or
obligation to any broker, dealer, bank, or any other
financial institution for which the Depository holds Bonds
as securities depository (the "Participant") or the person
for which a Participant holds an interest in the Bonds shown
on the books and records of the Participant (the "Beneficial
Owner"). Without limiting the immediately preceding
sentence, neither the City, nor the Bond Registrar, shall
have any such responsibility or obligation with respect to
(A) the accuracy of the records of the Depository, the
Nominee or any Participant with respect to any ownership
interest in the Bonds, or (B) the delivery to any
Participant, any Owner or any other person, other than the
Depository, of any notice with respect to the Bonds,
including any notice of redemption, or (C) the payment to
any Participant, any Beneficial Owner or any other person,
other than the Depository, of any amount with respect to the
principal of or premium, if any, or interest on the Bonds,
or (D) the consent given or other action taken by the
Depository as the Register Holder of any Bonds (the
"Holder"). For purposes of securing the vote or consent of
any Holder under this Resolution, the City may, however,
rely upon an omnibus proxy under which the Depository
assigns its consenting or voting rights to certain
Participants to whose accounts the Bonds are credited on the
record date identified in a listing attached to the omnibus
proxy.
(iv) The City and the Bond Registrar may treat as and
deem the Depository to be the absolute owner of the Bonds
for the purpose of payment of the principal of and premium,
if any, and interest on the Bonds, for the purpose of giving
notices of redemption and other matters with respect to the
Bonds, for the purpose of obtaining any consent or other
action to be taken by Holders for the purpose of registering
transfers with respect to such Bonds, and for all purpose
whatsoever. The Bond Registrar, as paying agent hereunder,
shall pay all principal of and premium, if any, and interest
on the Bonds only to or upon the Holder of the Holders of
the Bonds as shown on the bond register, and all such
payments shall be valid and effective to fully satisfy and
discharge the City's obligations with respect to the
931992.1
3
(x) In the case of a partial prepayment of a Bond, the
Holder may, in lieu of surrendering the Bonds for a Bond of
a lesser denomination as provided in paragraph 5 hereof,
make a notation of the reduction in principal amount on the
panel provided on the Bond stating the amount so redeemed.
(c) Termination of Book -Entry Only Svstem.
Discontinuance of a particular Depository's services and
termination of the book -entry only system may be effected as
follows:
(i) The Depository may determine to discontinue
providing its services with respect to the Bonds at any time
'by giving written notice to the City and discharging its
responsibilities with respect thereto under applicable law.
The City may terminate the services of the Depositary with
respect to the Bond if it determines that the Depository is
no longer able to carry out its functions as securities -
depository or the continuation of the system of book -entry
transfers through the Depository is not in the best
interests of the City or the Beneficial Owners.
(ii) Upon termination of'the services of the
Depository as provided in the preceding paragraph, and if no
substitute securities depository is willing to undertake the
functions of the Depository hereunder can be found which, in
the opinion of the City, is willing and able to assume such
functions upon reasonable or customary terms, or if the City
determines that it is in the best interests of the City or
the Beneficial Owners of the Bond that the Beneficial Owners
be able to obtain certificates for the Bonds, the Bonds
shall no longer be registered as being registered in the
bond register in the name of the Nominee, but may be
registered in whatever name or names the Holder of the Bonds
shall designate at that time, in accordance with paragraph
11 hereof. To the extent that the Beneficial Owners are
designated as the transferee by the Holders, in accordance
with paragraph 10 hereof, the Bonds will be delivered to the
Beneficial Owners.
(iii) Nothing in this subparagraph (c) shall limit or
restrict the provisions of paragraph 10 hereof.
(d) Letter of Representations. The provisions in the
Letter of Representations are incorporated herein by referenced
and made a part of the resolution, and if and to the extent any
such provisions are inconsistent with the other provisions of
this resolution, the provisions in the Letter of Representations
shall control.
3. Purpose: Cost. The Bonds shall provide funds to
temporarily finance the Improvements. The total cost of the
931992.1 5
Improvements, which shall include all costs enumerated in
Minnesota Statutes, Section 475.65, is estimated to be at least
equal to the amount of the Bonds. Work on the Improvements shall
proceed with due diligence to completion. The City covenants
that it shall do all things and perform all acts required of it
to assure that work on the Improvements proceeds with due
diligence to completion and that any and all permits and studies
required under law for the Improvements are obtained.
4. Interest. The Bonds shall all bear interest
payable semiannually on February 1 and August 1 of each year
(each, an "Interest Payment Date"), commencing February 1, 1999,
calculated on the basis of a 360 -day year of twelve 30 -day
months, at the rate of four and twenty hundredths ( 4.20 %) per
annum.
5. Redemption. All Bonds shall be subject to redemp-
tion and prepayment at the option of the City on August 1, 1999,
and on any date thereafter at a price of par plus accrued
interest. Redemption may be in whole or in part. If redemption
is in part, the specific Bonds to be prepaid shall be chosen by
lot by the Bond Registrar. Bonds or portions thereof called for
redemption shall be due and payable on the redemption date, and
interest thereon shall cease to accrue from and after the
redemption date. Notice of redemption shall be given by
registered or certified mail at least thirty (30) days prior to
the date fixed for redemption to the paying agent and to each
affected registered holder of the Bonds at the address shown on
the registration books.
To effect a partial redemption, the Bond Registrar
prior to giving notice of redemption shall assign to each Bond a
distinctive number for each $5,000 of the principal amount of
such Bond. The Bond Registrar shall then select by lot, using
such method of selection as it shall deem proper in its
discretion, from the numbers so assigned to such Bonds, as many
numbers as, at $5,000 for each number, shall equal the principal
amount of such Bonds to be redeemed. The Bonds to be redeemed
shall be the Bonds to which were assigned numbers so selected;
provided, however, that only so much of the principal amount of
each such Bond of a denomination of more than $5,000 shall be
redeemed as shall equal $5,000 for each number assigned to it and
so selected. If a Bond is to be redeemed only in part, it shall
be surrendered to the Bond Registrar (with, if the City or Bond
Registrar so requires, a written instrument of transfer in form
satisfactory to the City and Bond Registrar duly executed by the
Holder thereof or his, her or its attorney duly authorized in
writing) and the City shall execute (if necessary) and the Bond
Registrar shall authenticate and deliver to the holder of such
Bond, without service charge, a new Bond or Bonds of the same
series having the same stated maturity and interest rate and of
any Authorized Denomination or Denominations, as requested by
931992.1 6
such Holder, in aggregate principal amount equal to and in
exchange for the unredeemed portion of the principal of the Bond
so surrendered.
6. Bond Registrar. Firstar Bank of Minnesota, N.A.,
in St. Paul, Minnesota, is appointed to act as bond registrar and
transfer agent with respect to the Bonds (the "Bond Registrar"),
and shall do so unless and until a successor Bond Registrar is
duly appointed, all pursuant to any contract the City and Bond
Registrar shall execute which is consistent herewith. The Bond
Registrar shall also serve as paying agent unless and until a
successor paying agent is duly appointed. Principal and interest
on the Bonds shall be paid to the registered holders (or record
holders) of the Bonds in the manner set forth in the form of Bond
and in paragraph 12 of this resolution.
7. Form of Bond. The Bonds, together with the Bond
Registrar's Certificate of Authentication, the form of Assignment
and the registration information thereon, shall be in
substantially the following form:
931992.1 7
R -
INTEREST
RATE
`s
UNITED STATES OF AMERICA
STATE OF MINNESOTA
WASHINGTON COUNTY
CITY OF HUGO
GENERAL OBLIGATION TEMPORARY IMPROVEMENT
BOND, SERIES 1998B
MATURITY
DATE
FEBRUARY 1, 2001
REGISTERED OWNER:
DATE OF
ORIGINAL ISSUE
MAY 26, 1998
CUSIP
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of
Hugo, Washington County, Minnesota (the "Issuer"), certifies that
it is indebted and for value received promises to pay to the
registered owner specified above, or registered assigns, in the
manner hereinafter set forth, the principal amount specified
above, on the maturity date specified above, unless called for
earlier redemption, and to pay interest thereon semiannually on
February 1 and August 1 of each year (each, an "Interest Payment
Date"), commencing February 1, 1999, at the rate per annum
specified above (calculated on the basis of a 360 -day year of
twelve 30 -day months) until the principal sum is paid or has been
provided for. This Bond will bear interest from the most recent
Interest Payment Date to which interest has been paid or, if no
interest has been paid, from the date of original issue hereof.
The principal of and premium, if any, on this Bond are payable
upon presentation and surrender hereof at the principal office of
Firstar Trust Company, 1555 North RiverCenter Drive, Milwaukee,
Wisconsin 53212, Attention: Corporate Trust Services, Suite 301,
as agent for Firstar Bank of Minnesota, N.A., in St. Paul,
Minnesota (the "Bond Registrar"), acting as paying agent, or any
successor paying agent duly appointed by the Issuer. Interest on
this Bond will be paid on each Interest Payment Date by check or
draft drawn on Firstar Trust Company and mailed to the person in
whose name this Bond is registered (the "Holder" or "Bondholder")
on the registration books of the Issuer maintained by the Bond
Registrar and at the address appearing thereon at the close of
business on the fifteenth day of the calendar month next
preceding such Interest Payment Date (the "Regular Record Date").
Any interest not so timely paid shall cease to be payable to the
person who is the Holder hereof as of the Regular Record Date,
and shall be payable to the person who is the Holder hereof at
931992.1 8
the close of business on a date (the "Special Record Date") fixed
by the Bond Registrar whenever money becomes available for
payment of the defaulted interest. Notice of the Special Record
Date shall be given to Bondholders not less than ten days prior
to the Special Record Date. The principal of and premium, if
any, and interest on this Bond are payable in lawful money of the
United States of America. [So long as this Bond is registered in
the name of the Depository or its Nominee as provided in.the
Resolution hereinafter described, and as those terms are defined
therein, payment of principal of, premium, if any, and interest
on this Bond and notice with respect the shall be made as
provided in the Letter of Representations, as defined in the
Resolution, and surrender of this Bond shall not be required for
payment -of the redemption price upon a partial redemption of this
Bond. Until termination of the book -entry only system on
to the Resolution, Bonds may only be registered in the name -of
the Depository or its Nominee.]'
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF
THIS BOND SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL
FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET FORTH HERE.
IT IS HEREBY CERTIFIED AND RECITED that all acts,
conditions and things required by the Constitution and laws of
the State of Minnesota to be done, to happen and to be performed,
precedent to and in the issuance of this Bond, have been done,
have happened and have been performed, in regular and due form,
time and manner as required by law, and that this Bond, together
with all other debts of the Issuer outstanding on the date of
original issue hereof and the date of its issuance and delivery
to the original purchaser, does not exceed any constitutional or
statutory limitation of indebtedness.
IN WITNESS WHEREOF, the City of Hugo, Washington
County, Minnesota, by its City Council has caused this Bond to be
executed on its behalf by the facsimile signatures of its Mayor
and its Clerk -Treasurer, the corporate seal of the Issuer having
been intentionally omitted as permitted by law.
Include only until termination of the book -entry only
system under paragraph 2 hereof.
931992.1 9
Date of Registration:
BOND REGISTRAR'S
CERTIFICATE OF
AUTHENTICATION
This Bond is one of the
Bonds described in the
Resolution mentioned within.
FIRSTAR BANK OF MINNESOTA,
N.A.
St. Paul, Minnesota
Bond Registrar
By
Authorized Signature
Registrable by: FIRSTAR TRUST
COMPANY, AS AGENT FOR FIRSTAR
BANK OF MINNESOTA, N.A.
Payable at: FIRSTAR TRUST COMPANY,
AS AGENT FOR FIRSTAR BANK OF
MINNESOTA, N.A.
CITY OF HUGO,
WASHINGTON COUNTY, MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile
Clerk -Treasurer
931992.1 10
ON REVERSE OF BOND
Redemption. All Bonds of this issue (the "Bonds") are
subject to redemption and prepayment at the option of the Issue.-
on
ssue.on August 1, 1999, and on any date thereafter at a price of par
plus accrued interest. Redemption may be in whole or in part.
If redemption is in part, the specific Bonds to be prepaid shall
be chosen by lot by the Bond Registrar. Bonds or portions
thereof called for redemption shall be due and payable on the
redemption date, and interest thereon shall cease to accrue from
and after the redemption date. Notice of redemption shall be
given by registered or certified mail at least thirty (30) days
prior to the date fixed for redemption to the paying agent and to
each affected Holder of the Bonds at the address shown on the
registration books.
Selection of Bonds for Redemption; Partial Redemption.
To effect a partial redemption, the Bond Registrar shall assign
to each Bond a distinctive number for each $5,000 of the
principal amount of such Bond. The Bond Registrar shall then
select by lot, using such method of selection as it shall deem
proper in its discretion, from the numbers assigned to the Bonds,
as many numbers as, at $5,000 for each number, shall equal the
principal amount of such Bonds to be redeemed. The Bonds to be
redeemed shall be the Bonds to which were assigned numbers so
selected; provided, however, that only so much of the principal
amount of such Bond of a denomination of more than $5,000 shall
be redeemed as shall equal $5,000 for each number assigned to it
and so selected. If a Bond is to be redeemed only in part, it
shall be surrendered to the Bond Registrar (with, if the Issuer
or Bond Registrar so requires, a written instrument of transfer
in form satisfactory to the Issuer and Bond Registrar duly
executed by the Holder .thereof or his, her or its attorney duly
authorized in writing) and the Issuer shall execute (if
necessary) and the Bond Registrar shall authenticate and deliver
to the Holder of such Bond, without service charge, a new Bond or
Bonds of the same series having the same stated maturity and
interest rate and of any Authorized Denomination or
Denominations, as requested by such Holder, in aggregate
principal amount equal to and in exchange for the unredeemed
portion of the principal of the Bond so surrendered.
Issuance• Purpose• General Obligation. This Bond is
one of an issue in the total principal amount of $985,000, all of:
like date of original issue and tenor, except as to number and
denomination, which Bond has been issued pursuant to and in full
conformity with the Constitution and laws of the State of
Minnesota and pursuant to a resolution adopted by the City
Council of the Issuer on May 4, 1998 (the "Resolution"), for the
purpose of providing money to temporarily finance various
improvements within the jurisdiction of the Issuer. This Bond is
931992.1 11
payable out of the General Obligation Temporary Improvement
Bonds, Series 1998B Fund of the Issuer, and into which fund there
are to be paid proceeds of the definitive bonds or additional
temporary bonds which the Issuer is required by law to issue at
or prior to the maturity of this Bond for the purpose of
refunding the same if the special assessments theretofore
received or collected, or any other municipal funds which are
properly available and are appropriated by the City Council for
such purposes, are not sufficient for the full payment thereof.
This Bond constitutes a general obligation of the Issuer, and to
provide moneys for the prompt and full payment of its principal,
premium, if any, and interest when the same become due, the full
faith and credit and taxing powers of the Issuer have been and
are hereby irrevocably pledged.
Denominations; Exchange; Resolution. The Bonds are
issuable solely as fully registered bonds in Authorized
Denominations (as defined in the Resolution) and are exchangeable
for fully registered Bonds of other Authorized Denominations in
equal aggregate principal amounts at the principal office of the
Bond Registrar, but only in the manner and subject to the
limitations provided in the Resolution. Reference is hereby made
to the Resolution for a description of the rights and duties of
the Bond Registrar.
Transfer. This Bond is transferable by the Holder in
person or by his, her or its attorney duly authorized in writing
at the principal office of the Bond Registrar upon presentation
and surrender hereof to the Bond Registrar, all subject to the
terms and conditions provided in the Resolution and to reasonable
regulations of the Issuer contained in any agreement with the
Bond Registrar. Thereupon the Issuer shall execute and the Bond
Registrar shall authenticate and deliver, in exchange for this
Bond, one or more new fully registered Bonds in the name of the
transferee (but not registered in blank or to "bearer" or similar
designation), of an Authorized Denomination or Denominations, in
aggregate principal amount equal to the principal amount of this
Bond, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss. The Bond Registrar may
require payment of a sum sufficient to cover any tax or other
governmental charge payable in connection with the transfer or
exchange of this Bond and any legal or unusual costs regarding
transfers and lost Bonds.
Treatment of Registered Owners. The Issuer and Bond
Registrar may treat the person in whose name this Bond is
registered as the owner hereof for the purpose of receiving
payment as herein provided (except as otherwise provided on the
reverse side hereof with respect to the Record Date) and for all
other purposes, whether or not this Bond shall be overdue, and
931992.1 12
neither the Issuer nor the Bond Registrar shall be affected by
notice to the contrary.
Authentication. This Bond shall not be valid or become
obligatory for any purpose or be entitled to any security unless
the Certificate of Authentication hereon shall have been executed
by the Bond Registrar.
Oualified Tax -Exempt Obligation. This Bond has been
designated by the Issuer as a "qualified tax-exempt obligation's
for purposes of Section 265(b)(3) of the federal Internal Revenue
Code of 1986, as amended.
ABBREVIATIONS
The following abbreviations, when used in the inscription on
the face of this 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
UTMA - as custodian for
(Cust) (Minor)
under the Uniform
(State)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
931992.1 13
ASSIGNMENT
For value received, the undersigned hereby sells,
assigns and transfers unto
the within Bond and does
hereby irrevocably constitute and appoint
attorney to transfer the Bond on the books kept for the
registration thereof, with full power of substitution in the
premises.
Dated:
Notice: The assignor's signature to this assignment
must correspond with the name as it appears
upon the face of the within Bond in -every
particular, without alteration or any change
whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust
company or by a brokerage firm having a membership in one of the
major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad -15(a)(2).
The Bond Registrar will not effect transfer of this Bond
unless the information concerning the transferee requested below
is provided.
Name and Address:
(Include information for all joint owners
if the Bond is held by joint account.)
931992.1 14
[Use only for Bonds when they are
Registered in Book Entry Only System]
PREPAYMENT SCHEDULE
This Bond has been prepaid in part on the date(s) and
in the amount(s) as follows:
AUTHORIZED SIGNA.Ti7�:S
DATE AMOUNT OF HOLDER
931992.1 15
8. Execution; Temporary Bonds. The Bonds shall be
printed (or, at the request of the Purchaser, typewritten) and
shall be executed on behalf of the City by the signatures of its
Mayor and Clerk -Treasurer and be sealed with the seal of the
City; provided, however, that the seal of the City may be a
printed (or, at the request of the Purchaser, typewritten)
facsimile; and provided further that both of such signatures may
be printed (or, at the request of the Purchaser, typewritten)
facsimiles and the corporate seal may be omitted on the Bonds as
permitted by law. In the event of disability or resignation or
other absence of either such officer, the Bonds may be signed by
the manual or facsimile signature of that officer who may act on
behalf of such absent or disabled officer. In case either such
officer whose signature or facsimile of whose signature shall
appear on the Bonds shall cease to be such officer before the
delivery of the Bonds, such signature or facsimile shall
nevertheless be valid and sufficient for all purposes, the same
as if he or she had remained in office until delivery. The'City
may elect to deliver, in lieu of printed definitive bonds, one or
more typewritten temporary bonds in substantially the form set
forth above, with such changes as may be necessary to reflect
more than one maturity in a single temporary bond. Such
temporary bonds may be executed with photocopied facsimile
signatures of the Mayor and Clerk -Treasurer. Such temporary
bonds shall, upon the printing of the definitive bonds and the
execution thereof, be exchanged therefor and canceled.
9. Authentication. No Bond shall be valid or
obligatory for any purpose or be entitled to any security or
benefit under this resolution unless a Certificate of
Authentication on such Bond, substantially in the form
hereinabove set forth, shall have been duly executed by an
authorized representative of the Bond Registrar. Certificates of
Authentication on different Bonds need not be signed by the same
person. The Bond Registrar shall authenticate the signatures of
officers of the City on each Bond by execution of the Certificate
of Authentication on the Bond and by inserting as the date of
registration in the space provided the date on which the Bond is
authenticated, except that for purposes of delivering the
original Bonds to the Purchaser, the Bond Registrar shall insert
as a date of registration the date of original issue, which date
is May 26, 1998. The Certificate of Authentication so executed
on each Bond shall be conclusive evidence that it has been
authenticated and delivered under this resolution.
10. Registration; Transfer; Exchange. The City will
cause to be kept at the principal office of the Bond Registrar a
bond register in which, subject to such reasonable regulations as
the Bond Registrar may prescribe, the Bond Registrar shall
provide for the registration of Bonds and the registration of
transfers of Bonds entitled to be registered or transferred as
herein provided.
931992.1 16
Upon surrender for transfer of any Bond at the
principal office of the Bond Registrar, the City shall execute
(if necessary), and the Bond Registrar shall authenticate, insert
the date of registration (as provided in paragraph 9) of and
deliver, in the name of the designated transferee or transferees,
one or more new Bonds of any Authorized Denomination or
Denominations of a like aggregate principal amount, having the
same stated maturity and interest rate, as requested by the
transferor; provided, however, that no Bond may be registered in
blank or in the name of "bearer" or similar designation.
At the option of the Holder, Bonds may be exchanged for
Bonds of any Authorized Denomination or Denominations of a like
Aggregate principal amount and stated maturity, upon surrender of
the Bonds to be exchanged at the principal office of the Bond
Registrar. Whenever any Bonds are so surrendered for exchange,
the City shall execute (if necessary), and the Bond Registrar
shall authenticate, insert the date of registration of, and -
deliver the Bonds which the Holder making the exchange is
entitled to receive.
All Bonds surrendered upon any exchange or transfer
provided for in this resolution shall be promptly canceled by the
Bond'Registrar and thereafter disposed of as directed by the
City.
All Bonds delivered in exchange for or upon transfer of
Bonds shall be valid general obligations of the City evidencing
the same debt, and entitled to the same benefits under this
resolution, as the Bonds surrendered for such exchange or
transfer.
Every Bond presented or surrendered for transfer or
exchange shall be duly endorsed or be accompanied by a written
instrument of transfer, in form satisfactory to the Bond
Registrar, duly executed by the Holder thereof or his, her or its
attorney duly authorized in writing.
The Bond Registrar may require payment of a sum
sufficient to cover any tax or other governmental charge payable
in connection with the transfer or exchange of any Bond and any
legal or unusual costs regarding transfers and lost Bonds.
Transfers shall also be subject to reasonable regula-
tions of the City contained in any agreement with the Bond
Registrar, including regulations which permit the Bond Registrar
to close its transfer books between record dates and payment
dates. The Clerk -Treasurer is hereby authorized to negotiate and
execute the terms of said agreement.
11. Rights UQon Transfer or Exchange. Each Bond
delivered upon transfer of or in exchange for or in lieu of any
931992.1 17
other Bond shall carry all the rights to interest accrued and
unpaid, and to accrue, which were carried by such other Bond.
12. Interest Payment: Record Date. Interest on any
Bond shall be paid on each Interest Payment Date by check or
draft mailed to the person in whose name the Bond is registered
(the "Holder") on the registration books of the City maintained
by the Bond Registrar and at the address appearing thereon at the
close of business on the fifteenth (15th) day of the calendar
month next preceding such Interest Payment Date (the "Regular
Record Date"). Any such interest not so timely paid shall cease
to be payable to the person who is the Holder thereof as of the
Regular Record Date, and shall be payable to the person who is
the Holder thereof at the close of business on a date (the
"Special Record Date") fixed by the Bond Registrar whenever money
becomes available for payment of the defaulted interest. Notice
of the Special Record Date shall be given by the Bond Registrar
to the Holders not less than ten (10) days prior to the Spedial
Record Date.
13. Treatment of Registered Owner. The City and Bond
Registrar may treat the person in whose name any Bond is
registered as the owner of such Bond for the purpose of receiving
payment of principal of and premium, if any, and interest
(subject to the payment provisions in paragraph 12 above) on,
such Bond and for all other purposes whatsoever whether or not
such Bond shall be overdue, and neither the City nor the Bond
Registrar shall be affected by notice to the contrary.
14. Delivery; Application of Proceeds. The Bonds when
so prepared and executed shall be delivered by the Clerk -
Treasurer to the Purchaser upon receipt of the purchase price,
and the Purchaser shall not be obliged to see to the proper
application thereof.
15. Fund and Accounts. There is hereby created a
special fund designated the "General Obligation Temporary
Improvement Bonds, Series 1998B Fund" (the "Fund"), to be
administered and maintained by the Clerk -Treasurer as a
bookkeeping account separate and apart from all other funds
maintained in the official financial records of the City. The
Fund shall be maintained in the manner herein specified until all
of the Bonds and the interest thereon have been fully paid.
There shall be maintained in the Fund two (2) separate accounts
to be designated the "Construction Account" and "Debt Service
Account", respectively.
(a) Construction Account. To the Construction Account
there shall be credited the proceeds of the sale of the Bonds,
less accrued interest received thereon, and less any amount paid
for the Bonds in excess of $978,100, and less capitalized
interest in the amount of $ 25,746.18 (together with interest
931992.1 18
earnings thereon and subject to such other adjustments as are
appropriate to provide sufficient funds to pay interest due on
the Bonds on or before February 1, 1999 ) • From the
Construction Account there shall be paid all costs and expenses
of the Improvements, including the cost of any construction
contracts heretofore let and all other costs incurred and to be
incurred of the kind authorized in Minnesota Statutes, Section
475.65; and the moneys in said account shall be used for no other
purpose except as otherwise provided by law; provided that the
proceeds of the Bonds may also be used to the extent necessary to
pay interest on the Bonds due prior to the anticipated date of
commencement of the collection of special assessments herein
pledged.
(b) Debt Service Account. There are hereby irrevocably
appropriated and pledged to, and there shall be credited to, the
Debt Service Account: (i) all accrued interest received upon
delivery of the Bonds; (ii) all funds paid for the Bonds in
excess of $978,100; (iii) capitalized interest in the amount of
$25,746.18 (together with interest earnings thereon and subject
to such other adjustments as are appropriate to provide
sufficient funds to pay interest due on the Bonds on or before
February 1, 1999) ; (iv) all collections of special
assessments relating to the Improvements either initially
credited to the Construction Account and required to pay any
principal of, and interest on, the Bonds or collected subsequent
to the completion of the Improvements and payment of the costs
thereof; (v) any collections of all taxes which may hereafter be
levied in the event that the special assessments and other sums
herein pledged to the payment of the Bonds are insufficient
therefor; (vi) the proceeds of any definitive bonds or additional
temporary bonds in an amount, together with other moneys then on
hand irrevocably appropriated to said account, as is necessary to
pay the principal of and interest on, the Bonds; (vii) all funds
remaining in the Construction Account after completion of the
Improvements and payment of the costs thereof; (viii) all
investment earnings on funds held in the Debt Service Account;
and (ix) any and all other moneys which are properly available
and are appropriated by the governing body of the City to the
Debt Service Account. The Debt Service Account shall be used
solely to pay the principal and interest and any premiums for
redemption of the Bonds and any other general obligation bonds of
the City hereafter issued by the City and made payable from said
account as provided by law.
No portion of the proceeds of the Bonds shall be used
directly or indirectly to acquire higher yielding investments or
to replace funds which were used directly or indirectly to
acquire higher yielding investments, except (1) for a reasonable
temporary period until such proceeds are needed for the purpose
for which the Bonds were issued and (2) in addition to the above
in an amount not greater than the lesser of five percent (5%) of
931992.1 19
the proceeds of the Bonds or $100,000. To this effect, any
proceeds of the Bonds and any sums from time to time held in the
Construction Account or Debt Service Account (or any other City
account which will be used to pay principal or interest to become
due on the bonds payable therefrom) in excess of amounts which
under then -applicable federal arbitrage regulations may be
invested without regard to yield shall not be invested at a yield
in excess of the applicable yield restrictions imposed by said
arbitrage regulations on such investments after taking into
account any applicable "temporary periods" or "minor portion"
made available under the federal arbitrage regulations. Money in
the Fund shall not be invested in obligations or deposits issued
by, guaranteed by or insured by the United States or any agency
or instrumentality thereof if and to the extent that such
investment would cause the Bonds to be "federally guaranteed"
within the meaning of Section 149(b) of the Internal Revenue Code
of 1986, as amended (the "Code").
16. Assessments. It is hereby determined that no less
than twenty percent (20k) of the cost to the City of each
Improvement financed hereunder within the meaning of Minnesota
Statutes, Section 475.58, Subdivision 1(3), shall be paid by
special assessments to be levied against every assessable lot,
piece and parcel of land benefitted by the Improvements. The
City hereby covenants and agrees that it will let all
construction contracts not heretofore let within one (1) year
after ordering each Improvement financed hereunder unless the
resolution ordering the Improvement specifies a different time
limit for the letting of construction contracts. The City hereby
further covenants and agrees that it will do and perform, as soon
as they may be done, all acts and things necessary for the final
and valid levy of such special assessments, and in the event that
any such assessment be at any time held invalid with respect to
any lot, piece or parcel of land due to any error, defect, or
irregularity in any action or proceedings taken or to be taken by
the City or the City Council or any of the City officers or
employees, either in the making of the assessments or in the
performance of any condition precedent thereto, the City and the
City Council will forthwith do all further acts and take all
further proceedings as may be required by law to make the
assessments a valid and binding lien upon such property.
17. Issuance of Definitive Obligations; Coverage Test.
To further provide moneys for the prompt and full payment of
principal and interest on the Bonds, the City shall issue and
sell definitive bonds or additional temporary bonds, at or prior
to the maturity date of the Bonds issued hereunder, in such
amounts as are needed to pay the principal and interest when due
on the Bonds after the application of the special assessments
theretofore collected, and the appropriation of such other
municipal funds as are properly available for such purpose. The
Council hereby finds, determines and declares that the estimated
931992.1 20
collections of special assessments to be received before the
maturity date of the Bonds, together with the proceeds of any
definitive bonds or additional temporary bonds, to be issued at
or before the maturity date, and other revenues pledged for the
payment of the Bonds and the interest thereon will equal at least
five percent (5s) in excess of the principal and interest
requirements of the Bonds as the same become due.
18. Bondholder Covenant. The provisions of this
resolution constitute a covenant with the holders of the Bonds
issued by the City and the definitive bond to be issued to refund
such Bonds and, with respect to the payment of funds to the Debt
Service Account, a pledge of those funds for the benefit of the
holders of the Bonds payable therefrom.
19. Defeasance. When all Bonds have been discharged
as provided in this paragraph, all pledges, covenants and other
rights granted by this resolution to the registered holders of
the Bonds shall, to the extent permitted by law, cease. The City
may discharge its obligations with respect to any Bonds which are
due on any date by irrevocably depositing with the Bond Registrar
on or before that date a sum sufficient for the payment thereof
in full; or if any Bond should not be paid when due, it may
nevertheless be discharged by depositing with the Bond Registrar
a sum sufficient for the payment thereof in full with interest
accrued to the date of such deposit. The City may also discharge
its obligations with respect to any prepayable Bonds called for
redemption on any date when they are prepayable according to
their terms, by depositing with the Bond Registrar on or before
that date a sum sufficient for the payment thereof in full,
provided that notice of redemption thereof has been duly given.
The City may also at any time discharge its obligations with
respect to any Bonds, subject to the provisions of law now or
hereafter authorizing and regulating such action, by depositing
irrevocably in escrow, with a suitable banking institution
qualified by law as an escrow agent for this purpose, cash or
securities described in Minnesota Statutes, Section 475.67,
Subdivision 8, bearing interest payable at such times and at such
rates and maturing on such dates as shall be required, without
regard to sale and/or reinvestment, to pay all amounts to become
due thereon to maturity or, if notice of redemption as herein
required has been duly provided for, to such earlier redemption
date.
20. Compliance With Reimbursement Bond Regulations.
The provisions of this paragraph are intended to establish and
provide for the City's compliance with United States Treasury
Regulations Section 1.150-2 (the "Reimbursement Regulations")
applicable to the "reimbursement proceeds" of the Bonds, being
those portions thereof which will be used by the City to
reimburse itself for any expenditure which the City paid or will
931992.1 21
have paid prior to the Closing Date (a "Reimbursement
Expenditure").
The City hereby certifies and/or covenants as follows:
(a) Not later than 60 days after the date of payment of a
Reimbursement Expenditure, the City (or person
designated to do so on behalf of the City) has made or
will have made a written declaration of the City's
official intent (a "Declaration") which effectively (i)
states the City's reasonable expectation to reimburse
itself for the payment of the Reimbursement Expenditure
out of the proceeds of a subsequent borrowing; (ii)
gives a general and functional description of the
property, project or program to which the Declaration
relates and for which the Reimbursement Expenditure is
paid, or identifies a specific fund or account of the
City and the general functional purpose thereof from
which the Reimbursement Expenditure was to be paid
(collectively the "Project"); and (iii) states the
maximum principal amount of debt expected to be issued
by the City for the purpose of financing the Project;
provided, however, that no such Declaration shall
necessarily have been made with respect to: (i)
"preliminary expenditures" for the Project, defined in
the Reimbursement Regulations to include engineering or
architectural, surveying and soil testing expenses and
similar prefatory costs, which in the aggregate do not
exceed 20k of the "issue price" of the Bonds, and (ii)
a de minimis amount of Reimbursement Expenditures not
in excess of the lesser of $100,000 or St of the
proceeds of the Bonds. Notwithstanding the foregoing,
with respect to any Declaration made by the City
between January 27, 1992 and June 30, 1993, with
respect to a Reimbursement Expenditure made prior to
March 2, 1992, the City hereby represents that there
exists objective evidence, that at the time the
Expenditure was paid the City expected to reimburse the
cost thereof with the proceeds of a borrowing (taxable
or tax-exempt) and that expectation was reasonable.
(b) Each Reimbursement Expenditure is a capital expenditure
or a cost of issuance of the Bonds or any of the other
types of expenditures described in Section 1.150-
2(d)(3) of the Reimbursement Regulations.
(c) The "reimbursement allocation" described in the
Reimbursement Regulations for each Reimbursement
Expenditure shall and will be made forthwith following
(but not prior to) the issuance of the Bonds and in all
events within the period ending on the date which is
931992.1 22
the later of three years after payment of the
Reimbursement Expenditure or one year after the date on
which the Project to which the Reimbursement
Expenditure relates is first placed in service.
(d) Each such reimbursement allocation will be made in a
writing that evidences the City's use of Bond proceeds
to reimburse the Reimbursement Expenditure and, if made
within 30 days after the Bonds are issued, shall be
treated as made on the day the Bonds are issued.
Provided, however, that the City may take action contrary to any
of the foregoing covenants in this paragraph 20 upon receipt of
an opinion of its Bond Counsel for the Bonds stating in effect
that such action will not impair the tax-exempt status of the
Bonds.
21. General Obligation Pledge. For the prompt and
full payment of the principal and interest on the Bonds, as the
same respectively become due, the full faith, credit and taxing
powers of the City shall be and are hereby irrevocably pledged.
If the balance in the Debt Service Account is ever insufficient
to pay all principal and interest then due on the Bonds and any
other bonds payable therefrom, the deficiency shall be promptly
paid out of any other funds of the City which are available for
such purpose, and such other funds maybe reimbursed with or
without interest from the Debt Service Account when a sufficient
balance is available therein.
22. Certificate of Registration. The County Auditor
is hereby directed to file a certified copy of this resolution
with the County Auditor of Washington County, together with such
other information as he or she shall require, and to obtain the
County Auditor's certificate that the Bonds have been entered in
the County Auditor's Bond Register.
23. Records and Certificates. The officers of the
City are hereby authorized and directed to prepare and furnish to
the Purchaser, and to the attorneys approving the legality of the
issuance of the Bonds, certified copies of all proceedings and
records of the City relating to the Bonds and to the financial
condition and affairs of the City, and such other affidavits,
certificates and information as are required to show the facts
relating to the legality and marketability of the Bonds 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.
931992.1 23
24. Negative Covenants as to Use of Proceeds and
Improvements. The City hereby covenants not to use the proceeds
of the Bonds or to use the Improvements, or to cause or permit
them to be used, or to enter into any deferred payment
arrangements for the cost of the Improvements, 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. The
City hereby covenants not use the proceeds of the Bonds in such a
manner as to cause the Bonds to be "hedge bonds" within the
meaning of Section 149(8) of the Code.
25. Conditions Prior to Issuance of Definitive Bonds.
It is hereby found, determined and declared that all conditions
exist precedent to the anticipation of definitive bonds in an
amount equal at least to the principal sum of the Bonds.
26. Tax -Exempt Status of the Bonds; Rebate. The City
shall comply with requirements necessary under the Code to -
establish and maintain the exclusion from gross income under
Section 103 of the Code of the interest on the Bonds, including
without limitation (1) requirements relating to temporary periods
for investments, (2) limitations on amounts invested at a yield
greater than the yield on the Bonds, and (3) the rebate of excess
investment earnings to the United States, if the Bonds (together
with other obligations reasonably expected to be issued and
outstanding at one time in this calendar year) exceed the
small -issuer exception amount of $5,000,000.
For purposes of qualifying for the exception to the
federal arbitrage rebate requirements for governmental units
issuing $5,000,000 or less of bonds, the City hereby finds,
determines and declares that (1) the Bonds are issued by a
governmental unit with general taxing powers, (2) no Bond is a
private activity bond, (3) ninety-five percent (95%) or more of
the net proceeds of the Bonds are to be used for local govern-
mental activities of the City (or of a governmental unit the
jurisdiction of which is entirely within the jurisdiction of the
City), and (4) the aggregate face amount of all tax-exempt bonds
(other than private activity bonds) issued by the City (and all
subordinate entities thereof, and all entities treated as one
issuer with the City) during the calendar year in which the Bonds
are issued and outstanding at one time is not reasonably expected
to exceed $5,000,000, all within the meaning of Section
148 (f) (4) (D) of the Code.
27. Designation of 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 hereby makes the following factual statements and
representations:
a. the Bonds are issued after August 7, 1986;
931992.1 24
b. the Bonds are not !'private activity bonds" as
defined in Section 141 of the Code;
C. the City hereby designates the Bonds as "qualified
tax-exempt obligations" for purposes of Section 265(b)(3) of
the Code;
d. the reasonably anticipated amount of tax-exempt
obligations (other than private activity bonds, treating
qualified 501(c)(3) bonds as not being private activity
bonds) which will be issued by the City (and all entities
treated as one issuer with the City, and all subordinate
entities whose obligations are treated as issued by the
City) during this calendar year 1998 will not exceed
$10,000,000; and
e. not more than $10,000,000
the City during this calendar year
for purposes of Section 265 (b) (3)
The City shall use its best efforts to
procedural requirements which may apply
the designation made by this paragraph.
of obligations issued by
1998 have been designated
of the Code.
comply with any federal
in order to effectuate
28. Payment of Issuance Expenses. The City authorizes
the Purchaser to forward the amount of Bond proceeds allocable to
the payment of issuance expenses to Resource Bank & Trust
Company, Minneapolis, Minnesota on the closing date for further
distribution as directed by the city's financial advisor, Ehlers.
29. Severability. If any section, paragraph or
provision of this resolution shall be held to be invalid or
unenforceable for any reason, the invalidity or unenforceability
of such section, paragraph or provision shall not affect any of
the remaining provisions of this resolution.
30. Headings. Headings in this resolution are
included for convenience of reference only and are not a part
hereof, and shall not limit or define the meaning of any
provision hereof.
931992.1 25
The motion for the adoption of the foregoing resolution
was duly seconded by member Barnes &nd, after a full
discussion thereof and upon a vote being taken thereon, the
following voted in favor thereof:
Warren Arcand, Debra Barnes, Andrew Goiffon, James Leroux, Fran Miron
and the following voted against the same: NONE
Whereupon said resolution was declared duly passed and
adopted.
MwIlt-fon, Mayor
ATTEST:
Mary V
reager, City &rk
931992.1 26
STATE OF MINNESOTA
CITY OF HUGO
COUNTY OF WASHINGTON
I, the undersigned, being the duly qualified and acting
Clerk -Treasurer of the City of Hugo, Minnesota, DO HEREBY CERTIFY
that I have compared the attached and foregoing extract of
minutes with the original thereof on file in my office, and that
the same is a full, true and complete transcript of the minutes
of a meeting of the City Council of said City, duly called and
held on the date therein indicated, insofar as such minutes
relate to considering proposals for, and awarding the sale of,
$985,000 General Obligation Temporary Improvement Bonds, Series
1998Bof said City.
WITNESS my hand this 4th day of May, 1998.
Cle -Treasurer JZ
931992.1 27
EXHIBIT A
BID TABULATION
$985,000 General Obligation Temporary Improvement Bonds, Series 1998B
City of Hugo, Minnesota
SALE: May 4,1998
AWARD: MILLER, JOHNSON & KUEHN, INC.
RATING: Non -Rated
BBI: 5.32%
NET TRUE
NAME OF BIDDER RATE YEAR PRICE INTEREST INTEREST
COST RATE
MILLER, JOHNSON & KUEHN, INC. 4.20% 2001 $980,508.40 $115,386.18 4.3777%
Minneapolis, Minnesota
MESIROW FINANCIAL, INC. 4.25% 2001 $980,311.00 $116,903.36 4.4358%
Chicago, Illinois
IN G. KINNARD & COMPANY 4.20% 2001 $978,203.50 $117,691.08 4.4715%
minneapolis, Minnesota
NORWEST INVESTMENT SERVICES, INC. 4.30% 2001 $980,075.00 $118,459.93 4.4954%
Minneapolis, Minnesota
DAIN RAUSCHER, INC. 4.40% 2001 $978,105.00 $123,070.28 4.6759%
Minneapolis, Minnesota
COMMERCE CAPITAL MARKETS 4.50% 2001 $978,205.00 $125,610.63 4.7721%
Philadelphia, Pennsylvania
isEhlers & Associates, Inc.
LEADERS IN PUBLIC FINANCE
3060 Centre Pointe Drive
Roseville, Minnesota 55113-1105
(612) 697-8500 • FAX (612) 697-8555
www.ehleminc.com