HomeMy WebLinkAbout1998.05.04 RESO 1998-0017EXTRACT 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,
$1,825,000 Taxable General Obligation Temporary Tax Increment
Bonds, Series 1998C 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 James Leroux introduced the following
resolution and moved its adoption:
RESOLUTION 1998-17
RESOLUTION ACCEPTING PROPOSAL ON
SALE OF $1,825,000 TAXABLE GENERAL OBLIGATION TEMPORARY
TAX INCREMENT BONDS, SERIES 1998C,
PROVIDING FOR THEIR ISSUANCE, AND
PLEDGING FOR THE SECURITY THEREOF TAX INCREMENTS
A. WHEREAS, the City Council of the City of Hugo,
Minnesota (the "City"), has heretofore created Development
District No. 1 (the "Development District") pursuant to the
provisions of Minnesota Statutes, Sections 469.124 through
469.134, and has approved a development program (the "Program")
with respect to the Development District; and
B. WHEREAS, the Council has also approved a tax
increment financing plan (the "Plan") and established Tax
Increment Financing District No. 1-1, a redevelopment district
within the Development District (the "Tax Increment District")
under the provisions of Minnesota Statutes, Sections 469.174
through 469.179; and
C. WHEREAS, pursuant to the provisions of the Program
and the Plan, funds are to be expended within the Development
District to provide money to temporarily finance certain public
improvements, constituting capital and administration costs of
land acquisition and site improvements related to the development
of the Bald Eagle Industrial Park, within the Development
District, as set forth in the Plan (hereinafter referred to as
the "Project"); and
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D. WHEREAS, the City Council of the City has
heretofore determined and declared that it is necessary and
expedient to issue $1,825,000 Taxable General Obligation
Temporary Tax Increment Bonds, Series 1998C of the City (the
"Bonds"), pursuant to Minnesota Statutes, Chapters 469 and 475,
to finance the Project; and
E. WHEREAS, the City Council has heretofore
determined that it is necessary and expedient to provide
temporary financing pursuant to Minnesota Statutes, Chapters 469
and 475, particularly Section 469.178, Subdivision 5, for the
construction of the Project, and to pledge tax increments to the
payment thereof; and
F. 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
G. 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 Clerk -
Treasurer, or designee, at 10:00 A.M., Central Time, this same
day; and
H. WHEREAS, it is in the best interests of the City
that the Bonds be issued in book -entry form as hereinafter
provided; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the
City of Hugo, Minnesota, as follows:
1. Accertance of Pro sal. The proposal of
(the "Purchaser"), to purchase the Bonds of
the City (or individually, a "Bond"), in accordance with the
terms established for the Bonds, at the rate 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 City 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 "Taxable General Obligation
Temporary Tax Increment Bonds, Series 1998C11, 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
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D. WHEREAS, the City Council of the City has
heretofore determined and declared that it is necessary and
expedient to issue $1,825,000 Taxable General Obligation
Temporary Tax Increment Bonds, Series 1998C of the City (the
"Bonds"), pursuant to Minnesota Statutes, Chapters 469 and 475,
to finance the Project; and
E. WHEREAS, the City Council has heretofore
determined that it is necessary and expedient to provide
temporary financing pursuant to Minnesota Statutes, Chapters 469
and 475, particularly Section 469.178, Subdivision 5, for the
construction of the Project, and to pledge tax increments to the
payment thereof; and
F. 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
G. 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 Clerk -
Treasurer, or designee, at 10:00 A.M., Central Time, this same
day; and
H. WHEREAS, it is in the best interests of the City
that the Bonds be issued in book -entry form as hereinafter
provided; 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 of
the City (or individually, a "Bond"), in accordance with the
terms established for the Bonds, at the rate of interest
hereinafter set forth, and to pay therefor the sum of
$ t ^812,407.50 , 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 City 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;
Maturity. The Bonds shall be titled "Taxable General Obligation
Temporary Tax Increment Bonds, Series 1998C11, 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
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*John G. Kinnard & Company 2
$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
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.
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(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
principal of and premium, if any, and interest on the Bonds
to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Bond
Registrar of written notice to the effect that the
Depository has determined to substitute a new Nominee in
place of the existing Nominee, and subject to the transfer
provisions in paragraph 10 hereof, references to the Nominee
hereunder shall refer to such new Nominee.
(vi) so long as any Bond is registered in the name of
a Nominee, all payments with respect to the principal of and
premium, if any, and interest on such Bond and all notices
with respect to such Bond shall be made and given, .
respectively, by the Bond Registrar or City, as the case may
be, to the Depository as provided in the Letter of
Representations to the Depository required by the Depository
as a condition to its acting as book -entry Depository for
the Bonds (said Letter of Representations, together with any
replacement thereof or amendment or substitute thereto,
including any standard procedures or policies referenced
therein or applicable thereto respecting the procedures and
other matters relating to the Depository's role as
book -entry Depository for the Bonds, collectively
hereinafter referred to as the "Letter of Representations").
(vii) All transfers of beneficial ownership interests
in each Bond issued in book -entry form shall be limited in
principal amount to Authorized Denominations and shall be
effected by procedures by the Depository with the
Participants for recording and transferring the ownership of
beneficial interests in such Bonds.
(viii) in connection with any notice or other
communication to be provided to the Holders pursuant to this
Resolution by the City or Bond Registrar with respect to any
consent or other action to be taken by Holders, the
Depository shall consider the date of receipt of notice
requesting such consent or other action as the record date
for such consent or other action; provided, that the City or
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the Bond Registrar may establish a special record date for
such consent or other action. The City or the Bond
Registrar shall, to the extent possible, give the Depository
notice of such special record date not less than 15 calendar
days in advance of such special record date to the extent
possible.
(ix) Any successor Bond Registrar in its written
acceptance of its duties under this Resolution and any
paying agency/bond registrar agreement, shall agree to take
any actions necessary from time to time to comply with the
requirements of the Letter of Representations.
(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 �System.
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 Depository 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.
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(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. impose. The Bonds shall provide funds to
temporarily finance the Project. Pursuant to the Plan, tax
increments derived from the Tax Increment District (the "Tax
Increments") established pursuant to the Plan, have been pledged
to the payment of the Bonds and interest thereon. The estimated
collection of Tax Increments exceeds twenty percent (20k.) of the
cost of the Project. The total cost of the Project, 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 Project shall proceed with due diligence to
completion. Proceeds of the Bonds shall be expended on costs or
uses permitted by Minnesota Statutes, Sections 469.174 through
469.179, including particularly Section 469.176, Subdivision 4,
and shall not be expended on any costs or devoted to any other
uses.
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 * percent (_U per
annum.
S. Redemption. All Bonds shall be subject to
redemption 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
934183.1
*six and ten one -hundredths percent (6.10%)
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
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 cbntract..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:
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7
R -
INTEREST
RATE
UNITED STATES OF AMERICA
STATE OF MINNESOTA
WASHINGTON COUNTY
CITY OF HUGO
TAXABLE GENERAL OBLIGATION TEMPORARY
TAX INCREMENT BOND, SERIES 1998C
MATURITY
DATE
FEBRUARY 1, 2001
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DATE OF
ORIGINAL ISSUE
MAY 26, 1998
CUSIP
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
the close of business on a date (the "Special Record Date") fixed
by the Bond Registrar whenever money becomes available for
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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 thereto 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 pursuant
to the Resolution, Bonds may only be registered in the name of
the Depository or its. Nominee.]'
THE ISSUER HAS ELECTED TO ISSUE THIS BOND AS A TAXABLE
OBLIGATION, AND ACCORDINGLY THE INTEREST ON THE BOND IS INTENDED
TO BE INCLUDED IN GROSS INCOME FOR FEDERAL INCOME TAXATION
PURPOSES AND, TO THE SAME EXTENT, IN BOTH GROSS INCOME AND
TAXABLE NET JNCOME FOR STATE INCOME TAXATION PURPOSES.
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.
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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
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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
K11
ON REVERSE OF BOND
Redemption. All Bonds of this issue (the "Bonds") are
subject to redemption and prepayment at the option of the Issuer
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 $1,825,000, 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 the cost of
land acquisition and site improvements, constituting capital and
administration costs, within Development District No. 1 of the
Issuer. This Bond is payable out of the Taxable General
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Obligation Temporary Tax Increment Bonds, Series 1998C 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 tax
increments 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. Copies of the Resolution are on file in the
principal office 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
neither the Issuer nor the Bond Registrar shall be affected by
notice to the contrary.
934183.1
12
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.
Taxable Interest. The interest on this Bond is included
in the gross income of the owner hereof for purposes of United
States income tax and, to the same extent, in both gross income
and taxable net income for purposes of State of Minnesota income
tax.
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.
934183.1
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:
Signatures) 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:
934183.1
(Include information for all joint owners
if the Bond is held by joint account.)
14
I
(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 SIGNATURE
DATE AMOUNT OF HOLDER
934183.1
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, photocopied)
facsimile; and provided further that both of such signatures may
be printed (or, at the request of the Purchaser, photocopied)
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 cancelled.
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; Exchancre. 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.
934183.1
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 cancelled 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.
934183.1
17
11. Rights Upon Transfer or Exchange. Each Bond
delivered upon transfer of or in exchange for or in lieu of any
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 Special
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 "Taxable General Obligation Tax
Increment Bonds, Series 1998C 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 any other general obligation tax increment bonds
hereafter made payable from the Fund and issued for the Project,
including any modifications or additions thereto, and the
interest thereon have been fully paid and the City has been fully
reimbursed from the pledge of Tax Increments for all of the
principal and interest of such bonds paid by the City from taxes
levied on property in the City other than the Tax Increment
District area. There shall be maintained in the Fund two (2)
934183.1
18
separate accounts to be designated the "Capital Account" and
"Debt Service Account", respectively.
(a) Capital Account. To the Capital 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 $1,804,000. From the Capital Account there shall be
paid all costs and expenses of the Project, 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 receipt of Tax Increments 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 $1,804,000; (iii) Tax Increments, in an amount
sufficient, together with other sums herein pledged, to pay the
annual principal and interest payments on the Bonds; (iv) any
collections of all taxes which may hereafter be levied in the
event that the Tax Increments and other sums herein pledged to
the payment of the Bonds are insufficient therefor; (v) 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; (vi) all funds remaining
in the Capital Account after completion of the Project and
payment of the costs thereof; (vii) all investment earnings on
funds held in the Debt Service Account; and (viii) 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.
16. Tax Increments: Use of Tax Increments. The County
Auditor of Washington County has certified the original assessed
value or net tax capacity, as the case may be, of property in the
Tax Increment District. The County Auditor shall determine in
each year if the then -current assessed value of property in the
Tax Increment District exceeds the original net tax capacity, and
shall calculate, in the manner provided in Minnesota Statutes,
Section 469.177, Subdivision 3, the captured net tax capacity (as
defined therein) attributable to the Tax Increment District. The
City hereby determines to retain 100% of the captured tax
capacity for purposes of tax increment financing. The County
Auditor shall, in each such year, compute the local tax rates to
be extended against the captured net tax capacity in the manner
provided in Minnesota Statutes, Section 469.177, Subdivision 3,
934183.1
19
and the tax generated thereby shall constitute the Tax Increments
for the year in which it is received. The City hereby
appropriates the Tax Increments to the Debt Service Account,
which appropriation shall continue until all of the Bonds and any
additional bonds payable from the Debt Service Account, are paid
or discharged. The City hereby expressly reserves the right to
use the Tax Increments to finance costs set forth in the Plan not
financed hereby or to finance costs of other projects to be
undertaken from time to time within the Development District in
accordance with the Program and the Plan, as they may from time
to time be amended.
17. Future Tax Levies. On or before October 10 of
each year, the Clerk -Treasurer shall certify to the County
Auditor of Washington County the amount of Tax Increments and any
other funds appropriated to and then held in the Debt Service
Account and the estimated collections of Tax Increments to be
received in the next succeeding year. In the event that it is
anticipated that the aggregate of said sums will not be
sufficient to pay the principal and interest on the Bonds to
become due in the first calendar year thereafter and the first
six (6) months of the succeeding calendar year, the City Council
shall pass a resolution requesting the County Auditor of
Washington County to levy an ad valorem tax in an amount as is
necessary, together with the aforementioned funds then held in
the Debt Service Account and said estimated collections of Tax
Increments, to pay the principal and interest on the Bonds to
become due during said period.
18. 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 Tax Increments
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
collections of Tax Increments 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 (5k) in excess of the principal and interest requirements
of the Bonds as the same become due.
19. Reservation of Rights. Notwithstanding any
provisions herein to the contrary, the City reserves the right to
terminate, reduce, or apply to other lawful purposes the Tax
Increments herein pledged to the payment of the Bonds and
interest thereon to the extent and in the manner permitted by
law.
934183.1
20
20. 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.
21. Continuing Disclosure.
(a) The City is the sole obligated person with respect to
the Bonds. The City hereby agrees, in accordance with the
provisions of Rule 15c2-12 (the "Rule"), promulgated by the
Securities and Exchange Commission (the "Commission") pursuant to
the Securities Exchange Act of 1934, as amended, and a Continuing
Disclosure Undertaking (the "Undertaking") hereinafter described
to:
(1) Provide or cause to be provided, (i) (a) upon
request to any person, or (b) upon establishment of a
state information depository ("SID"), to the SID, its
audited financial statements for the most recent fiscal
year, and (ii) to each nationally recognized municipal
securities information repository ("NRMSIR") or to the
Municipal Securities Rulemaking Board ("MSRB") and the
SID, if any, notice of the occurrence of certain
material events with respect to the Bonds in accordance
with the Undertaking.
(2) The City agrees that its covenants pursuant
to the Rule set forth in this paragraph and in the
Undertaking are intended to be for the benefit of the
holders and any other beneficial owners of the Bonds
934183.1
21
and shall be enforceable on behalf of such holders and
beneficial owners; provided that the right to enforce
the provisions of these covenants shall be limited to a
right to obtain specific enforcement of the City's
obligations under the covenants.
(b) The Mayor and Clerk -Treasurer of the City, or any other
officer of the City authorized to act in their place, (the
"Officers") are hereby authorized and directed to execute on
behalf of the City the Undertaking in substantially the form
presented to the Council, subject to such modifications thereof
or additions thereto as are (i) consistent with the requirements
under the Rule, (ii) required by the purchaser of the Bonds and
(iii) acceptable to the Officers.
22. 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 may be reimbursed with or
without interest from the Debt Service Account when a sufficient
balance is available therein.
23. Certificate of Registration. The Clerk -Treasurer
is hereby directed to file a certified copy of this resolution
with the County Auditor of Washington County, Minnesota, 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.
24. 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.
25. Conditions Prior to Issuance of Definitive_ObliQa-
tions. It is hereby found, determined and declared that all
conditions precedent to the offering of definitive obligations of
the City to refund the Bonds to the extent necessary within the
meaning of Minnesota Statutes, Section 475.61, Subdivision 5,
have been met and exist.
934183.1
W,
26. Taxable Status of the Bonds. It is hereby
determined that the Bonds are to be issued as fully taxable
obligations, and all interest received on the Bonds is to be
included in the gross income of the Holder of any Bond for
federal income taxation purposes and, to the same extent, in both
gross income and taxable net income for state income taxation
purposes.
27. 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.
28. 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.
29. 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.
The motion for the adoption of the foregoing resolution
was duly seconded by member Andrew Goif fon and, 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.
ATTEST:
1-11
/ A4t,L" Ax_� &A-vnet
Mary An reager, City C6tk
934183.1
23
STATE OF MINNESOTA
COUNTY OF WASHINGTON
CITY OF HUGO
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,
$1,825,000 Taxable General Obligation Temporary Tax Increment
Bonds, Series 1998C of said City.
WITNESS my hand this 4th day of May, 1998.
Clerk easurer
934183.1
24
EXHIBIT A
BID TABULATION
$1,825,000 Taxable General Obligation Temporary Tax Increment Bonds, Series 1998C
City of Hugo, Minnesota
SALE: May 4, 1998
AWARD: JOHN G. KINNARD & COMPANY
RATING: Non -Rated
BBI: 5.32%
NET TRUE
NAME OF BIDDER RATE YEAR PRICE INTEREST INTEREST
COST RATE
JOHN G. KINNARD & COMPANY 6.10% 2001 $1,812,407.50 $311,005.35 6.3747%
Minneapolis, Minnesota
CRONIN & COMPANY, INC. 6.000/a 2001
Minneapolis, Minnesota
MILLER, JOHNSON & KUEHN, INC.
Minneapolis, Minnesota
DOUGHERTY SUMMIT SECURITIES LLC 6.10% 2001
Minneapolis, Minnesota
NORWEST INVESTMENT SERVICES, INC. 6.25% 2001
Minneapolis, Minnesota
COMMERCE CAPITAL MARKETS 6.35% 2001
Philadelphia, Pennsylvania
Ehlers & Associates, Inc.
I a LEADERS IN PUBLIC FINANCE
$1,805,746.25 $312,774.58 6.4254%
$1,808,575.00 $314,837.85 6.4615%
$1,812,225.00 $326,240.87
$1,804,510.00 $331,132.88
6.5290%
6.7044%
3060 Centre Pointe Drive
Roseville, Minnesota 55113-1105
(612) 697-8500 • FAX (612) 697-8555