HomeMy WebLinkAbout1991.01.07 RESO 1991-0001•
EXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF
HUGO, MINNESOTA
HELD: JANUARY 7, 1991
Pursuant to due call and notice thereof, a regular
meeting of the City Council of the City of Hugo, Washington
County, Minnesota, was duly called and held at the City Hall in
said City on Monday, the 7th day of January, 1991, at 7:30
o'clock P.M., for the purpose in part of considering bids for,
and awarding the sale of, $1,210,000 General Obligation
Improvement Bonds of 1991 of the City.
The following members were present: Mayor waiter Stoitzman,
Council Members: Thomas Jesinski, J. Michael McAllister, Fran Miron, Bernard
Brunotte
and the following were absent: None
The Clerk -Treasurer presented affidavits showing
publication of notice of call for bids on $1,210,000 General
Obligation Improvement Bonds of 1991 of the City, for which bids
were to be received, opened and recorded by the Administrator at
3:00 P.M., Central Time, this same day, in accordance with the
resolution adopted by the City Council on December 17, 1990. The
affidavits were examined, were found to comply with the
provisions of Minnesota Statutes, Chapter 475, and were approved
and ordered placed on file.
The Administrator then presented the following bids
received, opened and recorded by the Administrator at 3:00 P.M.,
Central Time, this same day:
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See attached bid tabulation
4
$1,210,000 General Obligation improvement Bonds of 1991
City of Hugo, Minnesota
SALE: Monday, January 7,1991
AWARD: PIPER, JAFFRAY & HOPWOOD INC.
RATING: Moody's "Baal" BBI: 7.09%
COUPON NET INTEREST COST
NAME OF BIDDER RATE YEAR & RATE PRICE
PIPER, JAFFRAY & HOPWOOD INC.
Minneapolis, Minnesota
Jumn & Moody, Inc.
Craig-Hallum, Inc.
FBS INVESTMENT SERVICES, INC.
Minneapolis, Minnesota
NORWEST INVESTMENT SERVICES, INC.
Minneapolis, Minnesota
Moore, Juran & Company, Inc.
AMERICAN NATIONAL BANK & TRUST
COMPANY OF ST. PAUL
St. Paul, Minnesota
Park Investment Corporation
Dougherty, Dawkins, Strand & Yost, Inc.
EhIM M W
LEADERS 10 PUBLIC FINANCE
5.75%
5.80%
5.90%
6.00%
6.10%
6.20%
6.30%
6.40%
6.50'/0
6.60%
6.70%
6.80%
6.90°/0
7.00%
5.75%
5.90%
6.00%
6.10%
6.26%
6.40%
6.50%
6.60%
6.70%
6.80%
6.90%
7.00%
7.10%
6.00%
6.10%
6.25%
6.40%
6.50%
6.60%
6.70%
6.80%
6.90%
7.00%
7.10%
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006 -2007
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004 -2005
2006 -2007
1993
1996
1997
1998
1999
2000
2001
2002
2003
2004
2006
-1995
-2005
-2007
$837,210.83
6.7898%
$858,170.31
6.9597%
$858,637.57
6.9635%
$1,195,480.00
$1,193,060.00
$1,193,000.00
2950 Norwest Center
90 South Seventh Street
Minneapolis. MN 55402.4100
(612)339.6291 FAX (612) 3390M
f 4
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!b4,210,000 General Obligation Improvement Bonds of 1991
of Hugo, Minnesota
monday, January 7, 1991
Page 2
NAME OF BIDDER
COUPON NET INTEREST COST
RATE YEAR & RATE PRICE
MILLER, JOHNSON, & KUEHN, INC. 6.00%
1999
Minneapolis, Minnesota 6.10%
1994
6.20%
1995
6.30%
1996
6.40%
1997
6.50%
1998
6.60%
1999
6.70%
2000
6.80%
2001
6.90%
2002
7.00%
2003 -2004
7.10%
2005 -2007
$866,723.54 $1,193,060.00
7.0291%
r
The Council then proceeded to consider and discuss the
bids, after which member Jesinski
introduced the following resolution and moved is a option:
RESOLUTION 1991-1
ACCEPTING BID ON SALE OF
$1,2101000 GENERAL OBLIGATION IMPROVEMENT
BONDS OF 1991,
PROVIDING FOR THEIR ISSUANCE, AND
LEVYING A TAX FOR THE PAYMENT THEREOF
A. WHEREAS, the Clerk -Treasurer has presented
affidavits showing publication of notice of the sale of
$1,210,000 General Obligation Improvement Bonds of 1991 (the
"Bonds") of the City of Hugo, Minnesota (the "City"), for which
bids were to be considered at this meeting in accordance with a
resolution adopted by this Council on December 17, 1990; and the
affidavits have been examined, have been found to comply with the
provisions of Minnesota Statutes, Chapter 475, and have been
approved and ordered placed on file; and
B. WHEREAS, the bids set forth on Exhibit A attached
hereto were received pursuant to the Official Notice of Sale by
the Administrator at the City Hall at 3:00 P.M., Central Time,
this same day; and
C. WHEREAS, the City Council of the City has
heretofore determined and declared that it is necessary and
expedient to issue the Bonds, pursuant to Minnesota Statutes,
Chapters 429 and 475, to finance the construction of various
street improvements in the City, consisting generally of
bituminous surfacing, related drainage and other related
improvements to various streets in the City (the "Project" or
"Improvements"); and
D. WHEREAS, the Project and all its components have
been ordered prior to the date hereof, after a hearing thereon
for which notice was given describing the Project or all its
components by general nature, estimated cost, and area to be
assessed; and
E. WHEREAS, the City has heretofore issued registered
obligations in certificated form, and incurs substantial costs
associated with their printing and issuance, and substantial
continuing transaction costs relating to their payment, transfer
and exchange; and
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F. WHEREAS, the City has determined that significant
savings in transaction costs will result from issuing bonds in
"global book -entry form", by which bonds are issued in
certificated form in large denominations, registered on the books
of the City in the name of a depository or its nominee, and held
in safekeeping and immobilized by such depository, and such
depository as part of the computerized national securities
clearance and settlement system (the "National System") registers
transfers of ownership interests in the bonds by making
computerized book entries on its own books and distributes
payments on the bonds to its Participants shown on its books as
the owners of such interests; and such Participants and other
banks, brokers and dealers participating in the National System
will do likewise (not as agents of the City) if not the
beneficial owners of the bonds; and
G. WHEREAS, "Participants" means those financial
institutions for whom the Depository effects book -entry transfers
and pledges of securities deposited and immobilized with the
Depository; and
H. WHEREAS, 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 successors to its functions
hereunder (the "Depository"), will act as such depository with
respect to the Bonds except as set forth below, and there is
before this Council a form of Letter of Representations (the
"Letter of Representations") setting forth various matters
relating to the Depository and its role with respect to the
Bonds; and
I. WHEREAS, the City will deliver the Bonds in the
form of one certificate per maturity, each representing the
entire principal amount of the Bonds due on a particular maturity
date (each a "Global Certificate"), which single certificate per
maturity may be transferred on the City's bond register as
required by the Uniform Commercial Code, but not exchanged for
smaller denominations unless the City determines to issue
Replacement Bonds as provided below; and
J. WHEREAS, the City will be able to replace the
Depository or under certain circumstances to abandon the "global
book -entry form" by permitting the Global Certificates to be
exchanged for smaller denominations typical of ordinary bonds
registered on the City's bond register; and "Replacement Bonds"
means the certificates representing the Bonds so authenticated
and delivered by the Bond Registrar pursuant to paragraphs 6 and
12 hereof; and
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R. WHEREAS, "Holder" as used herein means the person
in whose name a Bond is registered on the registration books of
the City maintained by the Clerk -Treasurer or a successor
registrar appointed as provided in paragraph 8 (the "Bond
Registrar"):
NOW, THEREFORE, BE IT RESOLVED by the Council of the
City of Hugo, Minnesota, as follows:
1. AccUtance of Bid. The bid of Piper, Jaffray & Hopwood, Inc.
(the "Purchaser") to purchase $1,210,000 General Obl gation
Improvement Bonds of 1991 of the City (the "Bonds", or
individually a "Bond"), in accordance with the official Notice of
Sale for the bond sale, at the rates of interest hereinafter set
forth, and to pay therefor the sum of $ 1,195,480.00 , plus
interest accrued to settlement, is hereby found, determined and
declared to be the most favorable bid received and is hereby
accepted, and the Bonds are hereby awarded to said bidder. The
Clerk -Treasurer is directed to retain the deposit of the
Purchaser and to forthwith return to the unsuccessful bidders
their good faith checks or drafts.
2. Title: Original Issue Date: Denominations;
Maturities. The Bonds shall be titled "General Obligation
Improvement Bonds of 19910, shall be dated January 16, 1991, 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. Global Certificates shall each be in
the denomination of the entire principal amount maturing on a
single date, or, if a portion of said principal amount is
prepaid, said principal amount less the prepayment. Replacement
Bonds, if issued as provided in paragraph 6, shall be in the
denomination of $5,000 each or in any integral multiple thereof
of a single maturity. The Bonds shall mature on February 1 in
the years and amounts as follows:
Year Amount Year Amount
1993
$50,000
2001
$ 851000
1994
50,000
2002
90,000
1995
55,000
2003
95,000
1996
60,000
2004
100,000
1997
65,000
2005
1100000
1998
70,000
2006
110,000
1999
75,000
2007
115,000
2000
80,000
3. Purpose. The Bonds shall provide funds for the
construction of various street improvements (the "Improvements"
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s
or "Project") in the City. The total cost of the 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 Project proceeds with due diligence to completion and that
any and all permits and studies required under law for the
Project are obtained.
4. Interest. The Bonds shall bear interest payable
semiannually on February 1 and August 1 of each year (each, an
"Interest Payment Date"), commencing August 1, 1991, calculated
on the basis of a 360 -day year of twelve 30 -day months, at the
respective rates per annum set forth opposite the maturity years
as follows:
1993
5.75%
2001
6.50%
1994
5:80%
2002
6.60%
1995
5.90%
2003
6.7.0%
1996
6.00%
2004
6.80%
1997
6.10%
2005
6.90%
1998
6.20%
2006
7.00%
1999
6.30%
2007
7.00%
2000
6.40%
5. Description of the Global Certificates and Global
Book -Entry system. Upon their original issuance the Bonds will
be issued in the form of a single Global Certificate for each
maturity, deposited with the Depository by the Purchaser and
immobilized as provided in paragraph 6. No beneficial owners of
interests in the Bonds will receive certificates representing
their respective interests in the Bonds except as provided in
paragraph 6. Except as so provided, during the term of the
Bonds, beneficial ownership (and subsequent transfers of
beneficial ownership) of interests in the Global Certificates
will be reflected by book entries made on the records of the
Depository and its Participants and other banks, brokers, and
dealers participating in the National System. The Depository's
book entries of beneficial ownership interests are authorized to
be in increments of $5,000 of principal of the Bonds, but not
smaller increments, despite the larger authorized denominations
of the Global Certificates. Payment of principal of, premium, if
any, and interest on the Global Certificates will be made to the
Bond Registrar as paying agent, and in turn by the Bond Registrar
to the Depository or its nominee as registered owner of the
Global Certificates, and the Depository according to the laws and
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rules governing it will receive and forward payments on behalf of
the beneficial owners of the Global Certificates.
Payment of principal of, premium, if any, and interest
on a Global Certificate may in the City's discretion be made by
such other method of transferring funds as may be requested by
the Holder of a Global Certificate.
6. Immobilization of Global Certificates by the
0SRository: Successor DeoositorY: Replacement Bonds. Pursuant to
the request of the Purchaser to the Depository, which request is
required by the official Notice of Sale, immediately upon the
original delivery of the Bonds the Purchaser will deposit the
Global Certificates representing all of the Bonds with the
Depository. The Global Certificates shall be in typewritten form
or otherwise as acceptable to the Depository, shall be registered
in the name of the Depository or its nominee and shall be held
immobilized from circulation at the offices of the Depository on
behalf of the Purchaser and subsequent bondowners. The
Depository or its nominee will be the sole holder of record of
the Global Certificates and no investor or other party
purchasing, selling or otherwise transferring ownership of
interests in any Bond is to receive, hold or deliver any bond
certificates so long as the Depository holds the Global
Certificates immobilized from circulation, except as provided
below in this paragraph and in paragraph 12.
Certificates evidencing the Bonds may not after their
original delivery be transferred or exchanged except:
(i) Upon registration of transfer of ownership of a
Global Certificate, as provided in paragraph 12,
(ii) To any successor of the Depository (or its
nominee) or any substitute depository (a "substitute
depository") designated pursuant to clause (iii) of this
subparagraph, provided that any successor of the Depository
or any substitute depository must be both a "clearing
corporation" as defined in the Minnesota Uniform Commercial
Code at Minnesota Statutes, Section 336.8-102, and a
qualified and registered "clearing agency" as provided in
Section 17A of the Securities Exchange Act of 1934, as
amended,
(iii) To a substitute depository designated by and
acceptable to the City upon (a) the determination by the
Depository that the Bonds shall no longer be eligible for
its depository services or (b) a determination by the City
that the Depository is no longer able to carry out its
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functions, provided that any substitute depository must be
qualified to act as such, as provided in clause (ii) of this
subparagraph, or
(iv) To those persons to whom transfer is requested
in written transfer instructions in the event that:
(a) the Depository shall resign or discontinue
its services for the Bonds and the City is unable to
locate a substitute depository within two (2) months
following the resignation or determination of non -
eligibility, or
(b) upon a determination by the City in its sole
discretion that (1) the continuation of the book -entry
system described herein, which precludes the issuance
of certificates (other than Global Certificates) to any
Holder other than the Depository (or its nominee),
might adversely affect the interest of the beneficial
owners of the Bonds, or (2) that it is in the best
interest of the beneficial owners of the Bonds that
they be able to obtain certificated bonds,
in either of which events the City shall notify Holders of
its determination and of the availability of certificates
(the "Replacement Bonds") to Holders requesting the same and
the registration, transfer and exchange of such Bonds will
be conducted as provided in paragraphs 9B and 12 hereof.
In the event of a succession of the Depository as may
be authorized by this paragraph, the Bond Registrar upon
presentation of Global Certificates shall register their transfer
to the substitute or successor depository, and the substitute or
successor depository shall be treated as the Depository for all
purposes and functions under this resolution. The Letter of
Representations shall not apply to a substitute or successor
depository unless the City and the substitute or successor
depository so agree, and a similar agreement may be entered into.
7. Red=Rtion. All Bonds maturing in the years 1999
to 2007, both inclusive, shall be subject to redemption and
prepayment at the option of the City on February 1, 1998, and on
any Interest Payment Date thereafter at a price of par plus
accrued interest. Redemption may be in whole or in part of the
Bonds subject to prepayment. If redemption is in part, those
Bonds remaining unpaid which have the latest maturity date shall
be prepaid first; and if only part of the Bonds having a common
maturity date are called for prepayment, the Global Certificates
may be prepaid in $5,000 increments of principal and, if
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applicable, the specific Replacement 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.
Upon a reduction in the aggregate principal amount of a
Global Certificate, the Holder may make a notation of such
redemption on the panel provided on the Global Certificate
stating the amount so redeemed, or may return the Global.
Certificate to the Bond Registrar in exchange for a new Global
Certificate authenticated by the Bond Registrar, in proper
principal amount. Such notation, if made by the Holder, shall be
for reference only, and may not be relied upon by any other
person as being in any way determinative of the principal amount
of such Global Certificate outstanding, unless the Bond Registrar
has signed the appropriate column of the panel.
To effect a partial redemption of Replacement Bonds
having a common maturity date, the Bond Registrar prior to giving
notice of redemption shall assign to each Replacement Bond having
a common maturity date a distinctive number for each $5,000 of
the principal amount of such Replacement 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 Replacement Bonds, as many numbers
as, at $5,000 for each number, shall equal the principal amount
of such Replacement Bonds to be redeemed. The Replacement Bonds
to be redeemed shall be the Replacement Bonds to which were
assigned numbers so selected; provided, however, that only so
much of the principal amount of each such Replacement 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 Replacement 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 Replacement Bond, without service charge, a new Replacement
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.
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The Bond Registrar shall call Bonds for redemption
payment as herein provided upon
least forty-five (45) days prior
request of the City, in written
other than a City officer. Such
principal amount of Bonds to be
redemption date.
receipt by the Bond Registrar
to the redemption date of a
form if the Bond Registrar is
request shall specify the
called for redemption and the
and
at
Mailed notice of redemption shall be given to the
paying agent (if other than a City officer) and to each affected
Holder. If and when the City shall call any of the Bonds for
redemption and payment prior to the stated maturity thereof, the
Bond Registrar shall give written notice in the name of the City
of its intention to redeem and pay such Bonds at the office of
the Bond Registrar. Notice of redemption shall be given by first
class mail, postage prepaid, mailed not more than sixty (60) and
not less than thirty (30) days prior to the redemption date, to
each Holder of Bonds to be redeemed, at the address appearing in
the Bond Register. All notices of redemption shall state:
(a) The redemption date;
(b) The redemption price;
(c) If less than all outstanding Bonds are to be
redeemed, the identification (and, in the case of
partial redemption, the respective principal
amounts) of the Bonds to be redeemed;
(d) That on the redemption date, the redemption price
will become due and payable upon each such Bond,
and that interest thereon shall cease to accrue
from and after said date; and
(e) The place where such Bonds are to be surrendered
for payment of the redemption price (which shall
be the office of the Bond Registrar).
Notices to The Depository Trust Company or its nominee
shall contain the CUSIP numbers of the Bonds and shall conform to
any additional requirements set forth in the Letter of
Representations. If there are any Holders of the Bonds other
than the Depository or its nominee, the Bond Registrar shall use
its best efforts to deliver any such notice to the Depository on
the business day next preceding the date of mailing of such
notice to all other Holders.
S. Bond Registrar. The Clerk -Treasurer of the City is
appointed to act as bond registrar and transfer agent with
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respect to the Bonds (the "Bond Registrar"), and shall do so
unless and until a successor Bond Registrar is duly appointed. A
successor Bond Registrar shall be an officer of the City or a
bank or trust company eligible for designation as bond registrar
pursuant to Minnesota Statutes, Chapter 475, and may be appointed
pursuant to any contract the City and such successor 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 Holders (or record holders) of
the Bonds in the manner set forth in the forms of Bond and
paragraph 14 of this resolution.
9. Forms of Bond. The Bonds shall be in the form of
Global Certificates unless and until Replacement Bonds are made
available as provided in paragraph 6. Each form of bond may
contain such additional or different terms and provisions as to
the form of payment, record date, notices and other matters as
are consistent with the Letter of Representations and approved by
Bond Counsel.
A. Global Certificates. The Global Certificates,
together with the Certificate of Registration, the Register of
Partial Payments, the form of Assignment and the registration
information thereon, shall be in substantially the following form
and may be typewritten rather than printed:
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UNITED STATES OF AMERICA
STATE OF MINNESOTA
WASHINGTON COUNTY
CITY OF HUGO
R- $
GENERAL OBLIGATION IMPROVEMENT
BOND OF 1991
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
February 1, January 16, 1991
REGISTERED OWNER:
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of
Hugo, Washington County, Minnesota (the "Issuer" or "City"),
certifies that it is indebted and for value received promises to
pay to the registered owner specified above or on the certificate
of registration below, 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 August 1, 1991, 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 by
check or draft in next day funds or its equivalent (or by wire
transfer in immediately available funds if payment in such form
is necessary to meet the timing requirements below) upon
presentation and surrender hereof at the principal office of the
Clerk -Treasurer of the Issuer in Hugo, Minnesota (the "Bond
Registrar"), acting as paying agent, or any successor paying
agent duly appointed by the Issuer; provided, however, that upon
a partial redemption of this Bond which results in the stated
amount hereof being reduced, the Holder may in its discretion be
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paid without presentation of this Bond, and may make a notation
on the panel provided herein of such redemption, stating the
amount so redeemed, or may return the Bond to the Bond Registrar
in exchange for a new Bond in the proper principal amount. Such
notation, if made by the Holder, shall be for reference only, and
may not be relied upon by any other person as being in any way
determinative of the principal amount of this Bond outstanding,
unless the Bond Registrar has signed the appropriate column of
the panel. Interest on this Bond will be paid on each Interest
Payment Date by check or draft in next day funds or its
equivalent mailed (or by wire transfer in immediately available
funds -if payment in such form is necessary to meet the timing
requirements below) 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 calendar day 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 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.
Date of Payment Not Business Day. If the date for
payment of the principal of, premium, if any, or interest on this
Bond shall be a Saturday, Sunday, legal holiday or a day*on which
banking institutions in the City of New York, New York, or the
city where the principal office of the Bond Registrar is located
are authorized by law or executive order to close, then the date
for such payment shall be the next succeeding day which is not a
Saturday, Sunday,. legal holiday or.a day on which such banking
institutions are authorized to close, and payment on such date
shall have the same force and effect as if made on the nominal
date of payment.
gedem2tion. All Bonds of this issue (the "Bonds")
maturing in the years 1999 to 2007, both inclusive, are subject
to redemption and prepayment at the option of the Issuer on
February 1, 19981 and on any Interest Payment Date thereafter at
a price of par plus accrued interest. Redemption may be in whole
or in part of the Bonds subject to prepayment. If redemption is
in part, those Bonds remaining unpaid which have the latest
maturity date shall be prepaid first; and if only part of the
Bonds having a common maturity date are called for prepayment,
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this Bond may be prepaid in $5,000 increments of principal.
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. Mailed notice of redemption
shall be given to the paying agent (if other than a City officer)
and to each affected Holder of the Bonds. In the event any of
the Bonds are called for redemption, written notice thereof will
be given by first class mail mailed not more than sixty (60) and
not less than thirty (30) days prior to the redemption date to
each Holder of Bonds to be redeemed. In connection with any such
notice, the "CUSIP" numbers assigned to.the Bonds shall be used.
Replacement or Notation of Bonds after Partial
Redemption. Upon -a partial redemption of this Bond which results
in the stated amount hereof being reduced, the Holder may in its
discretion make a notation on the panel provided herein of such
redemption, stating the amount so redeemed. Such notation, if
made by the Holder, shall be for reference only, and may not be
relied upon by any other person as being in any way determinative
of the principal amount of the Bond outstanding, unless the Bond
Registrar has signed the appropriate column of the panel.
Otherwise, the Holder may surrender this Bond 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 of the same series having the same
stated maturity and interest rate and of the authorized
denomination in aggregate principal amount equal to and in
exchange for the unredeemed portion of the principal of the Bond
so surrendered.
Issuance: PurRose: General Obligation. This Bond is
one of an issue in the total principal amount of $1,210,000, all
of like date of original issue and tenor, except as to number,
maturity, interest rate, denomination and redemption privilege,
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 January 7, 1991 (the "Resolution"), for the purpose of
providing money to finance the construction of various street
improvements in the City. This Bond is payable out of the
Improvement Bonds of 1991 Fund of the Issuer. This Bond
constitutes a general obligation of the Issuer, and to provide
moneys for the prompt and full payment of its principal, premium,
11676
13
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 originally only as Global Certificates in the
denomination of the entire principal amount of the issue maturing
on a single date, or, if a portion of said principal amount is
prepaid, said principal amount less the prepayment. Global
Certificates are not exchangeable for fully registered bonds of
smaller denominations except to evidence a partial prepayment or
in exchange.for Replacement Bonds if then available. Replacement
Bonds, if made available as provided below, are issuable solely
as fully registered bonds in the denominations of $5,000 and
integral multiples thereof of a single maturity 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.
Replacement Bonds. Replacement Bonds may be issued by
the Issuer in the event that:
(a) the Depository shall resign or discontinue its
services for the Bonds, and only if the Issuer is unable to
locate a substitute depository within two (2) months
following the resignation or determination of non -
eligibility, or
(b) upon a determination by the Issuer in its sole
discretion that (1) the continuation of the book -entry
system described in the Resolution, which precludes the
issuance of certificates (other than Global Certificates) to
any Holder other than the Depository (or its nominee), might
adversely affect the interest of the beneficial owners of
the Bonds, or (2) that it is in the best interest of the
beneficial owners of the Bonds that they be able to obtain
certificated bonds.
Transfer. This Bond shall be registered in the name of
the payee on the books of the Issuer by presenting this Bond for
registration to the Bond Registrar, who will endorse his, her or
its name and note the date of registration opposite the name of
the payee in the certificate of registration attached hereto.
Thereafter this Bond may be transferred by delivery with an
11676
14
assignment duly executed by the Holder or his, her or its legal
representatives, and the Issuer and Bond Registrar may treat the
Holder as the person exclusively entitled to exercise all the
rights and powers of an owner until this Bond is presented with
such assignment for registration of transfer, accompanied by
assurance of the nature provided by law that the assignment is
genuine and effective, and until such transfer is registered on
said books and noted hereon by 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, or notice to, the Bond Registrar. Transfer of this Bond
may, at the direction and expense of the Issuer, be subject to
certain other restrictions if required to qualify this Bond as
being "in registered form" within the meaning of Section 149(a)
of the federal Internal Revenue Code of 1986, as amended.
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 Owner. 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 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.
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.
Qualified Tax -Exempt Obligations. The Bonds have been
designated by the Issuer as "qualified tax-exempt obligations"
for purposes of Section 265(b)(3) of the federal Internal Revenue
Code of 1986, as amended.
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 this Bond, together with
all other debts of the Issuer outstanding on the date of original
issue hereof and on the date of its issuance and delivery to the
11676
15
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
sealed with its official seal and to be executed on its behalf by
the photocopied facsimile signature of its Mayor and attested by
the photocopied facsimile signature of its Clerk -Treasurer.
Date of Registration:
BOND REGISTRAR'S
CERTIFICATE OF
AUTHENTICATION
This Bond is one of the
Bonds described in the
Resolution mentioned
within.
Bond Registrar
By
Authorized Signature
(SEAL)
Registrable by:
Payable at:
CITY OF HUGO,
WASHINGTON COUNTY, MINNESOTA
Mayor
Attest:
Clerk -Treasurer
General Obligation Improvement Bond of 1991.
11676
16
T
CERTIFICATE OF REGISTRATION
The transfer of ownership of the principal amount of the attached
Bond may be made only by the registered owner or his, her or its
legal representative last noted below.
DATE OF
REGISTRATION
11676
SIGNATURE OF
REGISTERED OWN BOND REGISTRAR
17
The principal amount of the attached Bond has been prepaid on the
dates and in the amounts noted below:
Signature of Signature of
Date Amount Bondholder Bond Registrar
If a notation is made on this.register, such notation has the
effect stated in the attached Bond. Partial payments do not
require the presentation of the attached Bond to the Bond
Registrar, and a Holder could fail to note the partial payment
here.
11676
18
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
(Gust) (Minor)
under the Uniform Transfers
(State)
to Minors Act
Additional abbreviations may also be used
though not in the above list.
11676
19
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 guardnteed by a national bank or trust
company or by a brokerage firm having a membership in one of the
major stock exchanges.
The Bond Registrar
Bond unless the information
below is provided.
Name and Address:
will not effect transfer of this
concerning the transferee requested
(Include information for all joint owners
if the Bond is held by joint account.)
11676
20
B. Replacement Bonds. If the City has notified
Holders that Replacement Bonds have been made available as
provided in paragraph 6, then for every Bond thereafter
transferred or exchanged (including an exchange to reflect the
partial prepayment of a Global Certificate not previously
exchanged for Replacement Bonds) the Bond Registrar shall deliver
a certificate in the form of the Replacement Bond rather than the
Global Certificate, but the Holder of a Global Certificate shall
not otherwise be required to exchange the Global Certificate for
one or more Replacement Bonds since the City recognizes that some
beneficial owners may prefer the convenience of the Depository's
registered ownership of the Bonds even though the entire issue is
no longer required to be in global book -entry form. The
Replacement 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:
11676
21
R -
INTEREST
RATE
REGISTERED OWNER:
PRINCIPAL AMOUNT:
UNITED STATES OF AMERICA
STATE OF MINNESOTA
WASHINGTON COUNTY
CITY OF HUGO
GENERAL OBLIGATION IMPROVEMENT
BOND OF 1991
MATURITY DATE OF
DATE ORIGINAL ISSUE CUSIP
January 16, 1991
KNOW ALL PERSONS BY THESE PRESENTS that the City of
Hugo, Washington County, Minnesota (the "Issuer" or "City"),
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 August 1, 1991, 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 cresentation and surrender hereof at the principal
office of , in
(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 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 calendar day preceding such
Interest Payment Date (the "Regular Record Date"). Any interest
11676
22
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 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.
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 this Bond, together with
all other debts of the Issuer outstanding on the date of original
issue hereof and on the date of its issuance and delivery to the
original purchaser, does not exceed any constitutional or
statutory limitation of indebtedness.
IN WITNESS WHEREOF,
County, Minnesota, by its City
sealed with its official seal
executed on its behalf by the
its Mayor and attested by the
its Clerk -Treasurer.
11676
the City of Hugo, Washington
Council has caused this Bond to be
or a facsimile thereof and to be
original or facsimile signature of
original or facsimile signature of
23
Date of Registration: Registrable by:
Payable at:
BOND REGISTRAR'S CITY OF HUGO,
CERTIFICATE OF WASHINGTON COUNTY, MINNESOTA
AUTHENTICATION
This Bond is one of the
Bonds described in the
Resolution mentioned Mayor
within.
Attest:
Clark -Treasurer
Bond Registrar
By
Authorized Signature
(SEAL)
11676
24
ON REVERSE OF BOND
Date of Payment_ Not Business Day. If the date for
payment of the principal of, premium, if any, or interest on this
Bond shall be a Saturday, Sunday, legal holiday or a day on which
banking institutions in the City of New York, New York, or the
city where the principal office of the Bond Registrar is located
are authorized by law or executive order to close, then the date
for such payment shall be the next succeeding day which is not a
Saturday, Sunday, legal holiday or a day on which such banking
institutions are authorized to close, and payment on such date
shall have the same force and effect as if made on the nominal
date of payment.
Redq=tion. All Bonds of this issue (the "Bonds")
maturing in the years 1999 to 2007, both inclusive, are subject
to redemption and prepayment at the option of the Issuer on
February 1, 1998, and on any Interest Payment Date thereafter at
a price of par plus accrued interest. Redemption may be in whole
or in part of the Bonds subject to prepayment. If redemption is
in part, those Bonds remaining unpaid which have the latest
maturity date shall be prepaid first; and if only part of the
Bonds having a common maturity date are called for prepayment,
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. Mailed notice of redemption
shall be given to the paying agent (if other than a City officer)
and to each affected Holder of the Bonds. In the event any of
the Bonds are called for redemption, written notice thereof will
be given by first class mail mailed not more than sixty (60) and
not less than thirty (30) days prior to the redemption date to
each Holder of Bonds to be redeemed. In connection with any such
notice, the "CUSIP" numbers assigned to the Bonds shall be used.
Selection of Bonds for Redemption. To effect a partial
redemption of Bonds having a common maturity date, the Bond
Registrar shall assign to each Bond having a common maturity date
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
11676
25
t
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: PurRose: General Obligation. This Bond is
one of an issue in the total principal amount of $1,210,000, all
of like date of original issue and tenor, except as to number,
maturity, interest rate, denomination and redemption.privilege,
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 January 7, 1991 (the "Resolution"), for the purpose of
providing money to finance the construction of various street
improvements in the City. This Bond is payable out of the
Improvement Bonds of 1991 Fund of the Issuer. 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 the denominations of
$5,000 and integral multiples thereof of a single maturity 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
11676
26
terms and conditions provided in the Resolution and to reasonable
regulations of the Issuer contained in any agreement with, or
notice to, 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 Owner. 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.
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 Obligations. The Bonds have been
designated by the Issuer as "qualified tax-exempt obligations"
for purposes of Section 265(b)(3) of the federal Internal Revenue
Code of 1986, as amended.
11676
27
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
(Gust) (Minor)
under the Uniform Transfers
(State)
to Minors Act
Additional abbreviations may also be used
though not in the above list.
11676
28
V
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.
The Bond Registrar will not effect transfer of this
Bond unless the information concerning the transferee requested
below is provided.
Name and Address:
11676
(Include information for all joint owners
if the Bond is held by joint account.)
29
10. Execution. The Bonds shall be executed on behalf
of the City by the signatures of its Mayor and Clerk -Treasurer,
each with the effect noted on the forms of the Bonds, and be
sealed with the seal of the City; provided, however, that the
seal of the City may be a printed or photocopied facsimile; and
provided further that either of such signatures may be printed or
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.
11. Authentication: Date of Registration. 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. For purposes of delivering the
original Global Certificates to the Purchaser, the Bond Registrar
shall insert as the date of registration the date of original
issue, which date is January 16, 1991. The Certificate of
Authentication so executed on each Bond shall be conclusive
evidence that it has been authenticated and delivered under this
resolution.
12. 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.
A Global Certificate shall be registered in the name of
the payee on the books of the Bond Registrar by presenting the
Global Certificate for registration to the Bond Registrar, who
will endorse his or her name and note the date of registration
11676
30
opposite the name of the payee in the certificate of registration
on the Global Certificate. Thereafter a Global Certificate may
be transferred by delivery with an assignment duly executed by
the Holder or his, her or its legal representative, and the City
and Bond Registrar may treat the Holder as the person exclusively
entitled to exercise all the rights and powers of an owner until
a Global Certificate is presented with such assignment for
registration of transfer, accompanied by assurance of the nature
provided by law that the assignment is genuine and effective, and
until such transfer is registered on said books and noted thereon
by-the Bond Registrar, all subject to the terms and conditions
provided in the Resolution and to reasonable regulations of the
City contained in any agreement with, or notice to, the Bond
Registrar.
Transfer of a Global Certificate may, at the direction
and expense of the City, be subject to other restrictions if
required to qualify the Global Certificates as being "in
registered form" within the meaning of Section 149(a) of the
federal Internal Revenue Code of 1986, as amended.
If a Global Certificate is to be exchanged for one or
more Replacement Bonds, all of the principal amount of the Global
Certificate shall be so exchanged.
Upon surrender for transfer of any Replacement 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 11) of, and deliver, in the name of the designated
transferee or transferees, one or more new Replacement 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 of a Replacement Bond,
Replacement Bonds may be exchanged for Replacement Bonds of any
authorized denomination or denominations of a like aggregate
principal amount and stated maturity, upon surrender of the
Replacement Bonds to be exchanged at the principal office of the
Bond Registrar. Whenever any Replacement 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 Replacement Bonds which the
Holder making the exchange is entitled to receive. Global
Certificates may not be exchanged for Global Certificates of
smaller denominations.
11676
31
N
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, or notice to,
the Bond Registrar, including regulations which permit the Bond
Registrar to close its transfer books between record dates and
payment dates.
13. Rights Ueon 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.
14. Interest Pavment: Record Date. Interest on any
Global Certificate shall be'paid as provided in the first
paragraph thereof, and interest on any Replacement 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 in each case at the address appearing thereon at
the close of business on the fifteenth (15th) calendar day
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
11676
32
Holders not less than ten (10) days prior to the Special Record
Date.
15. Holders: Treatment of Registered Owner: Consent of
Holders.
(A) For the purposes of all actions, consents and other
matters affecting Holders of the Bonds, other than payments,
redemptions, and purchases, the City may (but shall not be
obligated to) treat as the Holder of a Bond the beneficial owner
of the Bond instead of the person in whose name the Bond is
registered. For that purpose, the City may ascertain the
identity of the beneficial owner of the Bond by such means as the
Bond Registrar in its sole discretion deems appropriate,
including but not limited to a certificate from the person in
whose name the Bond is registered identifying such beneficial
owner.
(B) 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
14 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.
(C) Any consent, request, direction, approval, objection or
other instrument to be signed and executed by the Holders may be
in any number of concurrent writings of similar tenor and must be
signed or executed by such Holders in person or by agent
appointed in writing. Proof of the execution of any such
consent, request, direction, approval, objection or other
instrument or of the writing appointing any such agent and of the
ownership of Bonds, if made in the following manner, shall be
sufficient for any of the purposes of this Resolution and shall
be conclusive in favor of the City with regard to any action
taken by it under such request or other instrument, namely:
(1) The fact and date of the execution by any person
of any such writing may be proved by the certificate of any
officer in any jurisdiction who by law has power to take
acknowledgments within such jurisdiction that the person
signing such writing acknowledged before him the execution
thereof, or by an affidavit of any witness to such
execution.
(2) Subject to the provisions of subparagraph (A)
above, the fact of the ownership by any person of Bonds and
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33
the amounts and numbers of such Bonds, and the date of the
holding of the same, may be proved by reference to the bond
register.
16. Delivery: Application of Proceeds. The Global
Certificates 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.
17. Funds and Accounts. There is hereby created a
special fund to be designated the "Improvement Bonds of 1991
Fund" (the "Fund"), to be administered and maintained by the
Clerk -Treasurer as a bookkeeping account separate and apart from
all other accounts 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.
(i) 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 $1,193,000 and
less capitalized interest in the amount of $ 132,000
(together with interest earnings thereon and subject to such
other adjustments as are appropriate to provide sufficient
funds to pay interest due or accruing on the Bonds through
August 1, 1992). From the Construction Account there shall
be paid all costs and expenses of making 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 the Construction 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
taxes or special assessments herein levied or covenanted to
be levied; and provided further that if upon completion of
the Improvements there shall remain any unexpended balance
in the Construction Account, the balance may be transferred
by the Council to the fund of any other improvement
instituted pursuant to Minnesota Statutes, Chapter 429, or
transferred to the Debt Service Account; and provided
further that any special assessments credited to the
Construction Account shall only be applied towards payment
of the costs of the Improvements upon adoption of a
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34
resolution by the City Council determining that the
application of the special assessments for such purpose will
not cause the City to no longer be in compliance with
Minnesota Statutes, Section 475.61, Subdivision 1.
(ii) Debt Service Account. There are hereby pledged
and there shall be credited to the Debt Service Account:
(a) all collections of special assessments herein covenanted
to be levied with respect to the Project and either
initially credited to the Construction Account and not
already spent as permitted above and required to pay any
principal and interest due on the Bonds or collected
subsequent to the completion of the Improvements and payment
of the costs thereof; (b) all accrued interest received upon
delivery of the Bonds; (c) all funds paid for the Bonds in
excess of $1,193,000; (d) capitalized interest in the amount
of $ 132,000 (together with interest earnings thereon and
subject to such other adjustments as are appropriate to
provide sufficient funds to pay interest due or accruing on
the Bonds through August 1, 1992); (e) any collections of
all taxes herein or hereafter levied for the payment of the
Bonds and interest thereon; (f) all funds remaining in the
Construction Account after completion of the Improve-ments
and payment of the costs thereof, not so transferred to the
account of another improvement; (q) all investment earnings
on moneys held in the Debt Service Account; and (h) 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 the Debt Service 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 five percent (5%) of the proceeds
of the Bonds. To this effect, any sums from time to time held in
the Construction Account or Debt Service Account (or any other
City fund or 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 as to yield shall not
be invested at a yield in excess of the applicable yield
restrictions imposed by said arbitrage regulations on such
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35
investments after taking into account any applicable "temporary
periods" or "minor portion" made available under the federal
arbitrage regulations. In addition, the proceeds of the Bonds
and money in the Construction Account or Debt Service Account
shall not be investdd 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 federal Internal Revenue Code of
1986, as amended (the "Code").
18. Assessments. It is hereby determined that no less
than twenty percent (208) 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 benefited by the Improvements. The City
hereby covenants and agrees that it will let all construction
contracts not heretofore let within one 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 assess-
ment 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
this 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 this 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.
The special assessments have not heretofore been
authorized, and accordingly, for purposes of Minnesota Statutes,
Section 475.55, Subdivision 3, the special assessments are hereby
authorized. Subject to such adjustments as are required by
conditions in existence at the time the assessments are levied,
the assessments are hereby authorized and it is hereby determined
that the assessments shall be payable in equal, consecutive,
annual installments, including both principal and interest, with
interest at a rate per annum approximately one percent (18) per
annum in excess of the net effective rate of interest on the
Bonds (estimated at 88):
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Improvement Collection
Designation Amount Levy Years Years
Capital Improvements 21% of the 1991-2005 1992-2006
Project Phase 2, Cost of the
Project #1990-1 Improvements
At the time the assessments are in fact levied the City
Council shall, based on the then -current estimated collections of
the assessments, make any adjustments in any ad valorem taxes
required to be levied in order to assure that the City continues
to be in compliance with Minnesota Statutes, Section 475.61,
Subdivision 1.
19. Tax Levy: Coverage Test. To provide moneys for
payment of the principal and interest on the Bonds there is
hereby levied upon all of the taxable property in the City a
direct annual ad valorem tax which shall be spread upon the tax
rolls and collected with and as part of other general property
taxes in the City for the years and in the amounts as follows:
Year of Tax
Lew
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
Year of Tax
Collection
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
S
See levy computation on
following page
The tax levies are such that if collected in full they,
together with estimated collections of special assessments and
other revenues herein pledged of the payment of the Bonds, will
produce at least five percent (5%) in excess of the amount needed
to meet when due the principal and interest payments on the
Bonds. The tax levies shall be irrepealable so long as any of
the Bonds are outstanding and unpaid, provided that the City
reserves the right and power to reduce the levies in the manner
11676
37
DATE 01/08/91
COMPUTATION OF TAX LEVY ON --
CITY OF HUGO, MINNESOTA
$1,210,000 GENERAL OBLIGATION IMPROVEMENT BONDS OF 1991
$254,100
LEVY COLLECTION
08.0%
YEAR YEAR
P&I PLUS 5 %
ASSESSMENT
NET
TAX
1991/1992
82,698.87
37,268.00
$45,430.87-
$45,500
1992/1993
132,158.25
359913.00
$96,245.25-
$96,300
1993/1994
1349363.25
349558.00
$999805.25-
$999900
1994/1995
1369206.00
339202.00
$1039004.00-
$1039100
1995/1996
1379676.00
31,847.00
$105,829.00-
$105,900
1996/1997
1389762.75
309492.00
$1089270.75-
$108,300
1997/1998
1399455.75
299137.00
$110,318.75-
$1109400
1998/1999
1399744.50
27,782.00
$1119962.50-
$1129000
1999/2000
1399618.50
269426.00
$1139192.50-
$1139200
2000/2001
1399067.25
25,071.00
$1139996.25-
$1149000
2001/2002
1389080.25
23,717.00
$1149363.25-
$114,400
2002/2003
1369647.00
229361.00
$1149286.00-
$114,300
2003/2004
1409007.00
219006.00
$1199001.00-
$1199100
2004/2005
132,037.50
199650.00
$1129387.50-
$112,400
2005/2006
1299202.50
18,295.00
$110,907.50-
$111,000
$19995,725.37
4169725.00
$19579,800
NOTE: BOND PROCEEDS (CAPITALIZED INTEREST) OF $132000.00
WILL BE USED TO PAY $132000.00 OF INTEREST PAYMENTS DUE
8/1/1991 2/1/1992, 8/1/1992, 2/1/19939
CAPITALIZED INTEREST, FUNDS AVAILABLE & FUNDS ON HAND
HAVE BEEN DEDUCTED FROM THE FIRST YEAR LEVY SHOWN ABOVE.
COMPUTER ROUNDING MAY CAUSE DIFFERENCE OF A FEW DOLLARS
WHEN CHECKING COLUMN TOTALS WITH TOTALS SHOWN.
PROGRAM 'LEVYCALC', COPYRIGHT, EHLERS & ASSOCIATES, INC., 10/15/1984
ZCONVERT1957
and to the extent permitted by Minnesota Statutes, Section
475.61, Subdivision 3.
20. 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 payable
therefrom, the deficiency shall be promptly paid out of any other
funds of the City which are available for such purpose, including
the general fund of the City, and such other funds may be
reimbursed with or without interest from the Debt Service Account
when a sufficient balance is available therein.
21. 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 the County Auditor shall require,
and to obtain the County Auditor's certificate that the Bonds
have been entered in the County Auditor's Bond Register, and that
the tax levy required by law has been made.
22. 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.
23. 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 to 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(g) of the Code.
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38
24. 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 requirements relating to temporary periods for
investments, limitations on amounts invested at a yield greater
than the yield on the Bonds, and the rebate of excess investment
earnings to the United States, 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 $5,0000000.
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
governmental 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) (C) of the Code.
25. 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;
(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
11676
39
entities whose obligations are treated as issued by the
City) during this calendar year 1991 will not exceed
$10,000,000; and
(e) not more than $10,000,000 of obligations issued by
the City during this calendar year 1991 have been designated
for purposes of Section 265(b)(3) of the Code.
The City shall use its best efforts to comply with any federal
procedural requirements which may apply in order to effectuate
the designation made by this paragraph.
26. Letter of Representations. The Letter of
Representations is hereby approved, and shall be executed on
behalf of the City by the Mayor and Clerk -Treasurer, in
substantially the form approved, with such changes,
modifications, additions and deletions as shall be necessary and
appropriate and approved by Bond Counsel. Execution by such
officers of the Letter of Representations shall be conclusive
evidence as to the necessity and propriety of changes.and their
approval by Bond Counsel. So long as The Depository Trust
Company is the Depository or it or its nominee is the Holder of
any Global Certificate, the City shall comply with the provisions
of the Letter of Representations, as it may be amended or
supplemented by the City from time to time with the agreement or
consent of The Depository Trust Company.
27. official Statement. The use by Ehlers and
Associates, Inc., of the Official Statement and its Official
Notice of Sale, and the terms and conditions of the Bonds and the
sale set forth therein, are hereby approved and ratified.
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. Headinas. 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 McAllister and, after a full
discussion thereof and upon a vote being taken thereon, the
following voted in favor thereof: Stoltzman, Jesinski, McAllister,
Miron, Brunotte
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and the following voted against the same: None
Whereupon said resolution was declared duly passed and
adopted this 7th day of January, 1991.
ATTEST:
Mary V
reager, City Cle
11676
'Mayor Walter L. Stoltzmffn
41
♦ t
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 bids for, and awarding the sale of,
$1,210,000 General Obligation Improvement Bonds of 1991 of said
City.
WITNESS my hand and the seal of said City this 25 day
of January, 1991.
a�� &e-tt-�
Clerk- asurer
(SEAL).
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