RES 1990-24 - 0000382741
RESOLOTION NO. 24 - 1990
resoLurim Aompmn BID ON muz • - ApownwmY
OF 1990 AM PROVIDIN3 FOR 7HM ISSUANCE I
WHEREAS, the City Council of the City of Fridley, Anoka County, Minnesota (the
"City "), has heretofore determined that it is necessary and expedient to issue
approximately $9, 445,000 General Obligation Tax Increment Refunding Bonds of
1990 of the City, pursuant to Minnesota Statutes, Chapter 475, particularly
Section 475.67, Subdivisions 4 through 12, to refund in advance of their
maturity the City's $10,045,000 General Obligation Tax Increment Refunding
Bonds, Series 1986 (the "Prior Bonds" or "Refunded Bonds "), of which $9,060,000
in principal amount remain outstanding and which were issued to refund bonds
issued to finance various public improvements (the "Project") undertaken by the
Housing and Redevelopment Authority in and for the City of Fridley, Minnesota
(the "Fridley HRA"); and
WHEREAS, the refunding of the Prior Bonds is consistent with covenants made with
the holders thereof, and is necessary and desirable for the payment of the Prior
Bonds and the extension or adjustment of the maturities of indebtedness in
relation to the resources available for their payment; and
WHEREAS, in the Official Terms of Bond Sale relating to the Bonds the City
reserved the right to increase or decrease the issue size from the proposed
$9,445,000 by not to exceed $300,000 in total or $100,000 for any individual
' maturity, and to adjust the purchase price so that the adjusted purchase price
bears the same ratio to the adjusted principal as the bid bears to $9,445,000;
and
WHEREAS, the City has determined to adjust the principal amount by a $40,000
increase:
NOW, THEREFORE, BE IT RE5OL by the City do uicil of the City of Fridley,
Minnesota, as follows:
1. Acceptance of Bid. The bid of Norwest Investment Services, Inc.,
Minneapols, Minnesota (the "Purchaser ") to purchase $9,445,000 principal amount
of General Obligation Tax Increment Refunding Bonds of 1990 of the City (the
"Bonds ", or individually a "Bond "), in accordance with the Official Terms of
Bond Sale therefor, at the rates of interest hereinafter set forth, and to pay
therefor the sum of $9,306,391.60, 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 City
Finance Director is directed to retain the deposit of said bidder and to
forthwith return to the unsuccessful bidders their good faith checks or drafts.
The adjusted purchase price for the actual $9,485,000 of the Bonds is
$9,345,804.59.
2. Title; Original Issue Date; Denominations, Maturities. The Bonds shall be
titled "General Obligation Tax Increment Refunding Bonds of 199011, shall be
' dated March 1, 1990, as the date of original issue and shall be issued in the
amount of $9,485,000 forthwith on or after such date as fully registered bonds.
The Bonds shall be numbered from R -1 upward in the denomination of $5,000 each
Page 2 - Resolution No. 24 - 1990
or in any integral multiple thereof of a single maturity. The Bonds shall
' mature, subject to prior redemption, on August 1 in the years and amounts as
follows:
Year Amount Year Amount
2001
$ 810,000
2006
$1,120,000
2002
865,000
2007
1,200,000
2003
920,000
2008
1,270,000
2004
980,000
2009
1,270,000
2005
1,050,000
2008
7.00
Such maturities, compared to the Official Terms of Bond Sale for the Bonds,
reflect a $40,000 aggregate increase in the following years and amounts: $5,000
in 2001, $10,000 in 2002, $5,000 in 2003, $5,000 in 2004, $5,000 in 2005, $5,000
in 2006, and $5,000 in 2007.
Pursuant to Minnesota Statutes, Section 475.54, Subdivision 2, the Council
hereby combines the foregoing maturity schedule with the remaining scheduled and
unpaid maturities of all currently outstanding general obligation bonds of the
city, except the Prior Bonds, and the Council hereby finds and determines that
such ccmbinned maturity schedule satisfies the requirements of Minnesota
Statutes, Section 475.54, Subdivision 1.
3. Purpose; cost; Finding. The Bonds (together with other available funds, if
any, appropriated in paragraph 18 hereof) shall provide moneys for a refunding
of the Prior Bonds. It is determined and declared that such refunding is an
advance refunding pursuant to Minnesota Statutes, Section 475.67, Subdivisions
4 through 12, and is necessary or desirable for the extension or adjustment of
the maturities of the Prior Bonds in relation to the resources available for
their payment, specifically for an extension of the average life of the
maturities of the Prior Bonds by at least five (5) years.
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, 1990, 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:
Maturity
Interest
Maturity
Interest
Year
Rate
Year
Rate
2001
6.60%
2006
6.90%
2002
6.60
2007
6.90
2003
6.75
2008
7.00
2004
6.75
2009
7.00
2005
6.90
5. Redemption. All Bonds shall be subject to redemption and prepayment at the
option of the city on August 1, 1997, and on any 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 a part
of the Bonds having a canmon maturity date are called for prepayment, the
42
Page 3 - Resolution No. 24 - 1990 43
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. Mailed notice of redemption shall be given to the paying agent
and to each affected registered holder of the Bonds.
To effect a partial redemption of Bonds having a common maturity date, the Bond
Registrar prior to giving notice of redemption 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
so assigned to such Bonds, as many numbers as, at $5,000 for each number, shall
equal the principal amount of such Bonds to be redeemed. The Bonds to be
redeemed shall be the Bonds to which were assigned numbers so selected;
provided, however, that only so much of the principal amount of each such Bond
of a denomination of more than $5,000 shall be redeemed as shall equal $5,000
for each number assigned to it and so selected. If a Bond is to be redeemed
only in part, it shall be surrendered to the Bond Registrar (with, if the City
or Bond Registrar so requires, a written instrument of transfer in form
satisfactory to the City and Bond Registrar duly executed by the holder thereof
or his, her or its attorney duly authorized in writing) and the City shall
execute (if necessary) and the Bond Registrar shall authenticate and deliver to
the holder of such Bond, without service charge, a new Bond or Bonds of the same
series having the same stated maturity and interest rate and of any authorized
denomination or denominations, as requested by 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. First Trust National Association, in St. Paul, Minnesota,
is appointed to act as bond registrar and transfer agent with respect to the
Bonds (the "Bond Registrar"), and shall do so unless and until a successor Bond
Registrar is duly appointed, all pursuant to any contract the City and Bond
Registrar shall execute which is consistent herewith. The Bond Registrar shall
also serve as paying agent unless and until a successor paying agent is duly
appointed. Principal and interest on the Bonds shall be paid to the registered
holders (or record holders) of the Bonds in the manner set forth in the form of
Bond and paragraph 12 of this resolution.
7. Form of Hond. 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:
Page 4 - Resolution No. 24 - 1990
R-
PRINCIPAL AMOUNT:
Ell Q4W1k At 11,11WOX •
STATE OF MINNESOTA
COUNTY OF • ••
WVL OF 1
GENERAL OBLIGATION TAX INCREMENT REFUNDING
:• • OF ••/
MATURITY DATE OF
DATE ORIGINAL ISSUE CUSIP
MARCH 1, 1990
KM ALL PERSONS BY THESE PRESENT'S that the City of Fridley, Anoka
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 August 1, 1990,
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
, in 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 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 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.
'14
45
Page 5 - Resolution No. 24 - 1990
REFERErICE IS MOM MADE TO THE FU MM pRC3[TTSIONS OF THIS BOND SET
' FORTH CN THE REVERSE HEREOF, WHICH PROVISIONS SHALL FOR ALL P[JRPOSES 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 and the
Home Rule Charter of the Issuer to be done, to have happened 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 Charter,
constitutional or statutory limitation of indebtedness.
IN WITNESS WHEREOF, the City of Fridley, Anoka 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 City Manager, the corporate seal of
the Issuer having been intentionally omitted as permitted by law.
Date of Registration:
Registrable by:
Payable at:
BOND REGISTRAR'S
CITY OF FRIDLEY,
CERTIFICATE OF
ANOEA CCUNrY,
AUIHENTICATION
MINNESOTA
'
This Bond is one of the
Bonds described in the
Resolution mentioned
U Facsimile
within.
Mayor
s Facsimile
City Manager
Bond Registrar
By
Authorized Signature
Page 6 - Resolution No. 24 - 1990
CK IMVERSE OF BOND
1 Redemption. All Bonds of this issue (the " Bonds ") are subject to redemption and
prepayment at the option of the Issuer on August 1, 1997, and on any date
thereafter at a price of par plus accrued interest. Redemption nay 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. Mailed notice of redemption shall be given
to the paying agent and to each affected Holder of the Bonds.
Selection of Bonds for Redemption; Partial Redemption. Tb effect a partial
redemption of Bonds having a conmion 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 Boni. 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 instrunent 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 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 $9,485,000, all of like date of original issue and
tenor, except as to number, denomination, interest rate, and maturity, which
Bond has been issued pursuant to and in full conformity with the Constitution
and laws of the state of Minnesota, including Minnesota Statutes, section
475.67, and pursuant to a resolution adopted by the city Council of the Issuer
on March 7, 1990 (the "Resolution "), for the purpose of providing moneys,
together with any contributions of the Issuer, sufficient for the advance
refunding of the Issuer's General Obligation Tax Increment Refunding Bonds,
Series 1986. This Bond is payable out of the Debt Service Account of the
General Obligation Tax Increment Refunding Bonds of 1990 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.
I
Page 7 - Resolution No. 24 - 1990
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 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 Band 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.
Qualified Tux - 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 attended.
47
Page 8 - Resolution No. 24 - 1990
' P,BEREV=ONS
The following abbreviations, when used in the inscription on the face of
this Bowl, shall be construed as though they were written out in full according
to applicable laws or regulations:
TEN CCM - as tenants in oommon
TIN ENr - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship
and not as tenants in common
UTMA - as custodian for
(Cult) (Minor)
under the Uniform
(ate)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
Page 9 - Resolution No. 24 - 1990 49
IASSIGNME r
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 assigrmient 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:
(Include information for all joint owners
if the Bond is held by joint account.)
Page 10 - Resolution No. 24 - 1990
' 8. Execution; Temporary Bonds. The Bonds shall be executed on behalf of the
City by the signatures of its Mayor and City Manager and be sealed with the seal
of the City; provided, however, that the seal of the City may be a printed
facsimile; and provided further that both of such signatures may be printed
facsimiles and the corporate seal may be emitted 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 tenporary bonds in substantially the form set forth above. The
temporary bonds may be executed with phot000pied facsimile signatures of the
Mayor and City Manager. 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 sane 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 March 1, 1990. The Certificate of Authentication so executed on each Bond
shall be conclusive evidence that it has been authenticated and delivered under
this resolution.
10. Registration; Transfer: Exchange. The City will cause to be kept at the
principal office of the Bond Registrar a bond register in which, subject to such
reasonable regulations as the Bond Registrar may prescribe, the Bond Registrar
shall provide for the registration of Bonds and the registration of transfers
of Bonds entitled to be registered or transferred as herein provided.
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
denaaination or denomination 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,
50
Page 11 - Resolution No. 24 - 1990
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 prc npUy 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 ac=qpanied 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 regulations 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.
' 11. Rights Upon Transfer or Exchancte. 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.
51
Page 12 - Resolution No. 24 - 1990
14. Delivery: Application of Proceeds. The Bonds when so prepared and executed
sha11 be delivered by the City Finance Director 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. For the convenience and proper administration of the
moneys to be borrowed and repaid on the Bonds and the Prior Bonds, and to make
adequate and specific security to the Purchaser and holders from time to time
of the Bonds and Prior Bonds, there is hereby created a special fund to be
designated the " General Obligation Tax Increment Refunding Bonds of 1990 Fund"
(the "Fund ") to be administered and maintained by the City Finance Director as
a bookkeeping account separate and apart from all other funds maintained in the
official financial records of the City. The Fund shall be maintained in the
manner he'r'ein specified until all of the Prior Bonds and the Bonds, and the
interest thereon, have been fully paid. There shall be maintained in the Ferri
two separate accounts, to be designated the "Escrow Account" and "Debt Service
Account ", respectively.
(i) Escrow Account. The proceeds of the sale of the Bonds, less any
accrued interest and any amount paid for the Bonds in excess of $9,342,725
and less such proceeds of the Bonds (if any) as may be used to pay
issuance expenses, plus other available municipal funds as may be required
to adequately fund the Escrow Account for the purposes set forth in this
subparagraph, are hereby pledged and appropriated and shall be credited
to the Escrow Account. The Escrow Account shall be maintained as an
escrow account with First Trust National Association (the "Escrow Agent "),
' in St. Paul, Minnesota, pursuant to the Escrow Agreement described in
paragraph 22 of this Resolution. All proceeds of the sale of the Bonds
shall be received by the Escrow Agent and applied to fund the Escrow
Account or to pay costs of issuing the Bonds. Proceeds of the Bonds not
used to pay costs of issuance are hereby irrevocably pledged and
appropriated to the Escrow Account, together with all investment earnings
thereon and amounts appropriated by paragraph 18 not used to pay costs of
issuance. The Escrow Account shall be invested in securities maturing or
callable at the option of the holder on such dates and bearing interest
at such rates as shall be required to provide sufficient funds, together
with any cash or other funds retained in the Escrow Account to pay at
maturity, upon mandatory sinking fund redemption or upon early optional
redemption on February 1, 1994, the principal amount of each of the Prior
Bonds and to pay interest due on the Prior Bonds when due. The moneys in
the Escrow Account shall be used solely for the purposes herein set forth
and for no other purpose, except that any surplus in the escrow account
shall be remitted to the City, all in accordance with an agreement (the
"Escrow Agreement ") by and between the City and Escrow Agent, a form of
which agreement is on file in the office of the City Clerk on the date
this resolution is adopted.
(ii) Debt Service Account. To the Debt Service Account there is hereby
pledged and irrevocably appropriated and there shall be credited: (1)
accrued interest and any amount paid for the Bonds in excess of
$9,342,725; (2) the balance, if any (and none is expected to exist),
' remaining on April 1, 1990, in the Debt Service Fund created by paragraph
13 of Resolution No. 62 -1986, adopted by the City Council on August 14,
1986, which authorized the issuance of the Prior Bonds; (3) all
52
Page 13 - Resolution No. 24 - 1990
collections of any taxes levied for the payment of the Bonds or the Prior
' Bonds; (4) tax increments derived by the City from the Tax Increment
Pledge Agreement, dated as of March 1, 1990, between the City and the
Fridley ERA, substantially in the form heretofore presented to the
Council, the execution of which Agreement is hereby approved and
authorized by the Council; (5) all investment earnings on moneys in the
Debt Service Account; (6) any amounts received by the City upon
termination of the Escrow Account or the sale of securities therein; and
(7) any and all other moneys which are properly available and are
appropriated by the City Council to the Debt Service Account. The Debt
Service Account shall be used solely to pay the principal and interest and
any premiums for redemption of the Bonds and any other general obligation
bonds of the City hereafter issued by the City and made payable from said
account as provided by law.
No portion of the proceeds of the Bonds shall be used directly or
indirectly to acquire higher yielding investments or to replace funds which were
used directly or indirectly to acquire higher yielding investments, except (1)
for a reasonable temporary period until such proceeds are needed for the purpose
for which the Bonds were issued and (2) in addition to the above in an amount
not greater than the lesser of five percent (5 %) of the proceeds of the Bonds
or $100,000. To this effect, any proceeds of the Bonds and any sums from time
to time held in the Escrow Accent or Debt Service Account (or any other City
account which will be used to pay principal or interest to become due on the
bonds payable therefrom) in excess of amounts which under then - applicable
federal arbitrage regulations may be invested without regard to yield shall not
' be invested at a yield in excess of the applicable yield restrictions imposed
by said arbitrage regulations on such investments after taking into account any
applicable " temporary, periods" or "minor portion" made available under the
federal arbitrage regulations. Money in the Fund shall not be invested in
obligations or deposits issued by, guaranteed by or insured by the United States
or any agency or instrumentality thereof if and to the extent that such
investment would cause the Bonds to be "federally guaranteed,' within the meaning
of Section 149(b) of the federal Internal Revenue Code of 1986, as amended (the
"Code ") .
16. Coverage Test. The Tax Increments pledged to the payment of the Bonds are
such that if collected in full they, together with estimated collections of
other revenues herein pledged for 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.
17. 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.
' 18. (Intentionally Left Blank.]
53
Page 14 - Resolution No. 24 - 1990 54
19. Prior Bonds; Security. Until retirement of the Prior Bonds, all provisions
' theretofore made for the security thereof shall be observed by the City and all
of its officers and agents. However, the City Council hereby finds, determines
and certifies to the County Auditor of Anoka County that the proceeds of the
sale of the Bonds to be used to refund the Prior Bonds, together with other
funds available and appropriated to the Escrow Account for said purpose, will
be sufficient, together with the earnings on the investment of such funds in the
Escrow Account, to pay when due all of the principal of, and interest on, the
Prior Bonds.
20. Securities; Escrow Accent. Securities purchased from the moneys in the
Escrow Account shall be limited to securities set forth in Minnesota Statutes,
Section 475.67, Subdivision 8, and any amerKbents or supplements thereto.
Securities purchased from the Escrow Account shall be purchased simultaneously
with the delivery of the Bonds. The City Council has investigated the facts and
hereby finds and determines that the Escrow Agent is a suitable financial
institution to act as escrow agent.
21. Redemption of Prior Bonds. The unpaid Prior Bonds which mature after
February 1, 1994, shall be redeemed and prepaid on said date, all in accordance
with the terms and conditions set forth in the Notice of Call for Redemption
attached to the Escrow Agreement as Exhibit A, which terms and conditions are
hereby approved and incorporated herein by reference. A Notice of Call for
Redemption in substantially such form shall be first published no later than
thirty (30) days after the issuance of the Bonds, and shall be published again
not less than forty -five (45) and not more than ninety (90) days prior to the
redemption date pursuant to the Escrow Agreement. In addition, the Notice of
Call for Redemption shall be mailed to all affected holders not less than thirty
(30) days prior to the redemption date pursuant to the Escrow Agreement.
22. Escrow Agreement. On or prior to the delivery of the Bonds the Mayor, City
Manager and City Finance Director shall, and are hereby authorized and directed
to, execute on behalf of the City an Escrow Agreement. All essential terms and
conditions of such Escrow Agreement are hereby approved and adopted and made a
part of this resolution, and the City covenants that it will promptly enforce
all provisions thereof in the event of default thereunder by the Escrow Agent.
23. Purchase of Securities. The City Finance Director, or anyone designated
by the City Finance Director to act in his behalf, is hereby authorized and
directed to purchase the appropriate securities (including United States
Treasury Securities, State and Local Government Series) from the proceeds of the
Bonds and the Prior Bonds in accordance with the provisions of this resolution
and to execute all such documents (including the appropriate subscription forms)
required to effect such purchase. Remaining unexpended proceeds of the Prior
Bonds or of the bonds which were refunded by the Prior Bonds shall be invested
in such securities in the manner most appropriate to restrict the yield on such
investments in accordance with applicable arbitrage restrictions. Such
unexpended proceeds amount to approximately $2,400,000, and the Council finds,
based in part upon representations made by the Fridley BRA, that it is necessary
to retain said moneys to pay eligible costs of the Project which have been, are
' being, and/or will be incurred.
24. Certificates of Registration. The City Clerk is hereby directed to file
a certified copy of this resolution with the County Auditor of Anoka County,
Page 15 - Resolution No. 24 - 1990 55
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.
25. 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.
26. Representations and Negative Covenants as to Use of Proceeds and Project.
The City hereby represents that proceeds of the Prior Bonds and of the bonds
refunded by the Prior Bonds expended prior to the date this resolution is
adopted have not been expended in such a manner as to cause the Prior Bonds or
the bonds refunded by the Prior Bonds to be "private activity bonds" within the
meaning of Sections 103 and 141 through 150 of the Code, and the City hereby
covenants not to use the proceeds of the Prior Bonds or of the bonds refunded
by the Prior Bonds, or cause or permit them to be used, in such a manner as to
cause the Prior Bonds or the bonds refunded by the Prior Bonds to be such
"private activity bonds ". The City hereby covenants not to use the proceeds of
the Bonds or to use the Project, or to cause or permit them to be used, or to
' enter into any deferred payment arrangements for the cost of the Project, 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.
27. Tax - Exempt Status of the Bonds; Rebate; Elections. The City shall co ply
with requirements necessary under the Code to establish and maintain the
exclusion from gross income under Section 103 of the Code of the interest on the
Bonds, including without limitation (1) requirements relating to temporary
periods for investments, (2) limitations on amounts invested at a yield greater
than the yield on the Bonds, and (3) the rebate of excess investment earnings
to the United States if the Bonds (together with other obligations reasonably
expected to be issued and outstanding at one time in this calendar year) exceed
the small- issuer exception amount of $5,000,000.
The City understands that upon the issuance of the Bonds, as a condition to the
tax -exeWt status of the Bonds, the proceeds of the Prior Bonds and of the bonds
refunded by the Prior Bonds lose any initial temporary periods and have a minor
portion for arbitrage purposes which is limited to $100,000.
The Mayor, City Clerk and City Finance Director, or any of them, are hereby
authorized and directed to make such elections as to arbitrage or rebate matters
relating to the Bonds as they deem necessary, appropriate or desirable in
connection with the Bonds, and all such elections shall be, and shall be deemed
and treated as, elections of the City.
Page 16 - Resolution No. 24 - 1990 56
28. 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 bowls" as defined in section 141
of the Code;
(c) the City hereby designates the Bonds as "qualified tax - exert
obligations" for purposes of Section 265(b)(3) of the Code;
(d) the reasonably anticipated amount of tax -exert obligations (other
than private activity bonds, treating qualified 501(c) (3) bonds as not
being private activity bonds) which will be issued by the City (and all
entities treated as one issuer with the City, and all subordinate entities
whose obligations are treated as issued by the City, including the Fridley
HRA) during calendar year 1990 will not exceed $10,000,000;
(e) not more than $10,000,000 of obligations issued by the City during
calendar year 1990 will be designated for purposes of Section 265(b)(3)
of the Code; and
(f) the aggregate face amount of the Bonds does not exceed $10,000,000.
' The City shall use its best efforts to cxrply with any federal procedural
requirements which may apply in order to effectuate the designation made by this
paragraph. The Bonds, as advance refunding bonds, do not qualify to be treated
as (or dam) designated and must be actually designated as above.
29. Supplemental Resolution. The August 14, 1986, resolution authorizing the
issuance of the Prior Bonds is hereby supplemented to the extent necessary to
give effect to the provisions of this resolution.
30. 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.
Page 17 - Resolution No. 24 - 1990 57
i
31. 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.
PASSED AND ADOPPED BY THE CITY COUNCIL OF THE CITY OF FRIDLEY THIS 7TH DAY OF
NUKE, 1990.
UW1 LLIAM J. - MA OAR
ATTEST:
0�6ti
III SHIRL Y A. JHAAPAIA, CM CLERK