RES 1994-94 - 00003138137
RESOLUTION NO. 94 - 1994
' RESOLUTION PROVIDING FOR THE ISSUANCE AND SALE OF THE
CITY'S $485,000 GENERAL OBLIGATION BONDS, SERIES 1994A
BE IT RESOLVED by the City Council (the *Council*) of the City of Fridley,
Minnesota (the "City "), as follows:
1. Recitals. It is hereby determined:
(a) That the assessable and other public improvement projects (the
"Improvements ") described in the Council's October 17, 1994,
resolution relating to these Bonds have been duly ordered by the
City and have been constructed by the City or will be constructed
under contracts which the City has or will let therefor, all
pursuant to and in accordance with the applicable provisions of
the City's Home Rule Charter and /or Minnesota Statutes, Section
444.075 or Chapter 429, as the case may be.
(b) That is it necessary and expedient to the sound financial
management of the affairs of the City that the City issue its
bonds pursuant to Minnesota Statutes, Chapters 429 and 475, to
provide financing for the Improvements.
(c) Those Improvements being undertaken by the City pursuant to
' Minnesota Statutes, Chapter 429 (the "Chapter 429 Improvements "),
and all their components have been ordered on or prior to the date
hereof, after a hearing thereon (except where not required by law)
for which mailed and published notice was duly given as required
by law describing said Improvements and all their components by
general nature, estimated cost, and area to be assessed.
2. Acceptance of Offer. The offer of Piper Jaffray Inc. (the "Purchaser ") to
purchase the City's $485,000 General Obligation Bonds, Series 1994A (the
"Bonds "), at the rates of interest and upon the other terms set forth in this
Resolution, and to pay therefor the sum of $477,725.00 plus interest accrued
to settlement, is hereby accepted.
3. Title: Original Issue Date: Denominations: Maturities. The Bonds shall be
titled "General Obligation Bonds, Series 1994A," shall be dated December 1,
1994, as the date of original issue and shall be issued forthwith on or after
such date as fully registered bonds. The Bonds shall be numbered from R -1
upward in the denomination of $5,000 each or in any integral multiple thereof
of a single maturity. The Bonds shall mature on February 1 in the years and
amounts as follows:
As described in Exhibit A to the Council's resolution of October 17, 1994,
setting the sale of the Bonds, of the total $485,000 of the principal amount
Years
Amounts
Years
Amounts
1996
$30,000
2001
$ 50,000
1991
1998
40,000
35,000
2002
2003
50,000
50,000
'
1999
35,000
2004
50,000
2000
40,000
2005
105,000
As described in Exhibit A to the Council's resolution of October 17, 1994,
setting the sale of the Bonds, of the total $485,000 of the principal amount
138
4. Purpose. The Bonds shall provide funds to finance the Improvements. 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.
5. 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, 1995, calculated on the basis of a 360 -day year consisting of twelve
30 -day months, at the respective rates per annum set forth opposite the
maturity years, as follows:
Page 2 -- Resolution No. 94 - 1994
Interest
Maturity
Interest
of the Bonds, $150,000 (the "Improvement Bonds ")
are for financing
the
Year
assessable Chapter 429 Improvements, $180,000 (the "Storm
Sewer Bonds ")
are
4.758
for financing the storm sewer improvements, $80,000
(the "Water Bonds ")
are
1997
for financing the water system improvements, and $75,000
(the "Sanitary Sewer
5.80
Bonds ") are for financing sanitary sewer system
improvements; and
the
2003
separate, allocated maturity schedules of each of the
aforesaid components of
1999
the Bonds are set forth in the Exhibit A attached
hereto and made a
part
hereof.
5.60
2005
4. Purpose. The Bonds shall provide funds to finance the Improvements. 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.
5. 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, 1995, calculated on the basis of a 360 -day year consisting of twelve
30 -day months, at the respective rates per annum set forth opposite the
maturity years, as follows:
6. Redemption. All Bonds maturing after February 1, 2002, shall be subject
to redemption and prepayment at the option of the City on said date and on any
date thereafter at a price of par plus accrued interest to date of redemption.
Redemption may be in whole or in part of the Bonds subject to prepayment. If
redemption is in part, the City shall determine the amount of Bonds of each
maturity to be prepaid; 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. Published
notice of redemption shall in each case be given if and to the extent required
by applicable law, and at least 30 days' mailed notice of redemption shall be
given to the paying agent and to each affected registered owner 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 of that maturity 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
Maturity
Interest
Maturity
Interest
Year
Rate
Year
Rate
'
1996
4.758
2001
5.708
1997
5.00
2002
5.80
1998
5.20
2003
5.90
1999
5.40
2004
6.00
2000
5.60
2005
6.10
6. Redemption. All Bonds maturing after February 1, 2002, shall be subject
to redemption and prepayment at the option of the City on said date and on any
date thereafter at a price of par plus accrued interest to date of redemption.
Redemption may be in whole or in part of the Bonds subject to prepayment. If
redemption is in part, the City shall determine the amount of Bonds of each
maturity to be prepaid; 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. Published
notice of redemption shall in each case be given if and to the extent required
by applicable law, and at least 30 days' mailed notice of redemption shall be
given to the paying agent and to each affected registered owner 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 of that maturity 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
F1
139
Page 3 -- Resolution No. 94 - 1994
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 or Bond Registrar duly executed by the
registered owner thereof or by the registered owner's attorney, duly
authorized in writing) and the City shall execute (if necessary) and the Bond
Registrar shall authenticate and deliver to the registered owner 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 registered owner, in aggregate principal
amount equal to and in exchange for the unredeemed portion of the principal of
the Bond so surrendered.
7. 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. The principal of and interest on the Bonds shall be paid to
the registered owners (or record owners) of the Bonds in the manner set forth
in the form of Bond and paragraph 13 of this Resolution.
8. Form of Bond. The Bonds, together with the Bond Registrar's Certificate
of Authentication, the form of Assignment and the registration information
thereon, shall be in substantially the following form:
i U21V
Page 4 -- Resolution No. 94 - 1994
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF ANOKA
CITY OF FRIDLEY
R- $
GENERAL OBLIGATION BOND, SERIES 1994A
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
REGISTERED OWNER:
PRINCIPAL AMOUNT: DOLLARS
The City of Fridley, Anoka County, Minnesota (the "City "), hereby
acknowledges itself to be 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 duly 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, 1995, at the rate per annum
specified above (calculated on the basis of a 360 -day year consisting 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 I in
(the "Bond Registrar "), acting as paying agent,
or at the principal office of any successor paying agent duly appointed by the
City. 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
"Registered Owner ") 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 day of the calendar month 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 Registered Owner hereof as of the
Regular Record Date, and shall be payable to the person who is the Registered
Owner 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
Registered Owners 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.
141
Page 5 -- Resolution No. 94 - 1994
' 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 City 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 indebtedness of the City
outstanding on the date of original issue hereof and the date of its actual
issuance and delivery to the original purchaser, does not exceed any
constitutional, statutory, or Charter 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; has caused the corporate seal of
the City to be intentionally omitted herefrom, as permitted by law; and has
caused this Bond to be executed manually by the Bond Registrar, acting as the
City's duly appointed authenticating agent for the Bonds.
By /s/ Manual
Authorized Signature
ON REVERSE OF BOND
I hereby certify that the foregoing is a full, true, and correct copy of
' the legal opinion executed by the above -named attorneys, except as to
the dating thereof, which opinion has been handed to me for filing in my
office prior to the time of delivery of the Bonds.
(facsimile signature)
City Clerk
City of Fridley, Minnesota
Date of Registration:
Registrable by:
Payable at:
'
BOND REGISTRAR'S
CITY OF FRIDLEY,
CERTIFICATE OF
ANOKA COUNTY, MINNESOTA
AUTHENTICATION
This Bond is one of the
Bonds described in the
/s/ Facsimile
Resolution mentioned
Mayor
within.
/s/ Facsimile
City Manager
Bond Registrar
By /s/ Manual
Authorized Signature
ON REVERSE OF BOND
I hereby certify that the foregoing is a full, true, and correct copy of
' the legal opinion executed by the above -named attorneys, except as to
the dating thereof, which opinion has been handed to me for filing in my
office prior to the time of delivery of the Bonds.
(facsimile signature)
City Clerk
City of Fridley, Minnesota
142
Page 6 -- Resolution No. 94 - 1994
' Redemption. All Bonds of this issue maturing after February 1, 2002, are
subject to redemption and prepayment at the option of the City on said date
and on any date thereafter at a price of par plus accrued interest to date of
redemption. Redemption may be in whole or in part of the Bonds subject to
prepayment. If redemption is in part, the City shall determine the amount of
Bonds of each maturity to be prepaid; and if only part of the Bonds having a
common maturity date are called for prepayment, the Bonds of that maturity 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.
Published notice of redemption shall in each case be given if and to the
extent required by applicable law, and at least 30 days' mailed notice of
redemption shall be given to the paying agent and to each affected registered
owner of the Bonds.
Selection of Bonds for Redemption: Partial Redemption. To effect a partial
redemption of Bonds having a common maturity date, the Bond Registrar shall
assign to each Bond of that maturity a distinctive number for each $5,000 of
the principal amount of such Bond. The Bond Registrar shall then select by
lot, using such method of selection as it shall deem proper in its discretion,
from the numbers assigned to the Bonds, as many numbers as, at $5,000 for each
number, shall equal the principal amount of such Bonds to be redeemed. The
Bonds to be redeemed shall be the Bonds to which were assigned numbers so
' selected; provided, however, that only so much of the principal amount of such
Bond of a denomination of more than $5,000 shall be redeemed as shall equal
$5,000 for each number assigned to it and so selected. If a Bond is to be
redeemed only in part, it shall be surrendered to the Bond Registrar (with, if
the City or Bond Registrar so requires, a written instrument of transfer in
form satisfactory to the City or Bond Registrar duly executed by the
registered owner thereof or the registered owner's attorney duly authorized in
writing), and the City shall execute (if necessary) and the Bond Registrar
shall authenticate and deliver to the registered owner 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 registered owner, 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 $485,000, all of like date of original issue and
tenor, except as to registration 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 the
Home Rule Charter of the City and pursuant to a resolution adopted by the City
Council on November 21, 1994 (the "Resolution "), for the purpose of providing
money to finance certain costs of assessable public improvements within the
City. This Bond constitutes a general obligation of the City, 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 City 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
143
Transfer. This Bond is transferable by the Registered Owner in person or by
the Registered Owner's 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 City contained in any
agreement with the Bond Registrar. Thereupon the City 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 City 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 City 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 City
as "qualified tax - exempt obligations" for purposes of Section 265(b)(3) of the
Internal Revenue Code of 1986, as amended.
Page 7 -- Resolution No. 94 - 1994
'
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 Registered Owner in person or by
the Registered Owner's 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 City contained in any
agreement with the Bond Registrar. Thereupon the City 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 City 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 City 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 City
as "qualified tax - exempt obligations" for purposes of Section 265(b)(3) of the
Internal Revenue Code of 1986, as amended.
144
Page 8 -- Resolution No. 94 - 1994
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this
Bond, shall be construed as though they were written out in full according to
applicable laws or regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship
and not as tenants in common
UTMA - as custodian for
(Cust) (Minor)
under the Uniform
(State)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
- -- -- ------------ — -------- -- - - -----------------------------
145
I Page 9 -- Resolution No. 94 - 1994
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
the within
Bond and does hereby irrevocably constitute and appoint as
attorney to transfer the Bond on the books kept for the registration thereof,
with full power of substitution in the premises.
Dated:
Notice: The assignor's signature to this assignment must
correspond with the name as it appears upon the
face of the within Bond in every particular,
without alteration or any change whatever.
Signature Guaranteed:
Signatures) must be guaranteed by a national bank or trust company, by a
' brokerage firm having a membership in one of the major stock exchanges or by
any other "Eligible Guarantor Institution" as defined in 17 CFR 240.17 Ad-
15(a)(2).
The Bond Registrar will not effect transfer of this Bond unless the
information concerning the transferee requested below is provided.
Name and Address:
(Include information for all joint owners
if the Bond is held by joint account.)
I
146
Page 10 -- Resolution No. 94 - 1994
9. 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 omitted on the Bonds as
permitted by law. In the event of disability or resignation or other absence
of either such officer, the Bonds may be signed by the manual or facsimile
signature of that officer who may act on behalf of such absent or disabled
officer. In case either such officer whose signature or facsimile of whose
signature shall appear on the Bonds shall cease to be such officer before the
delivery of the Bonds, such signature or facsimile shall nevertheless be valid
and sufficient for all purposes, the same as if he or she had remained in
office until delivery. The City may elect to deliver, in lieu of printed
definitive bonds, one or more typewritten temporary bonds in substantially the
form set forth above, with such changes as may be necessary to reflect more
than one maturity in a single temporary bond. Such temporary bonds shall,
upon the printing of the definitive bonds and the execution thereof, be
exchanged therefor and cancelled.
10. Authentication. No Bond shall be valid or obligatory for any purpose or
be entitled to any security or benefit under this Resolution unless a
Certificate of Authentication on such Bond, substantially in the form
hereinabove set forth, shall have been duly executed by an authorized
representative of the Bond Registrar. Certificates of Authentication on
different Bonds need not be signed by the same person. The Bond Registrar
shall authenticate the signatures of officers of the City on each Bond by
execution of the Certificate of Authentication on the Bond and by inserting as
the date of registration in the space provided the date on which the Bond is
authenticated, except that for purposes of delivering the original Bonds to
the Purchaser, the Bond Registrar shall insert as a date of registration the
date of original issue, which date is December 1, 1994. The Certificate of
Authentication so executed on each Bond shall be conclusive evidence that it
has been authenticated and delivered under this Resolution.
The City Clerk shall obtain a copy of the proposed approving legal opinion of
bond counsel, Briggs and Morgan, Professional Association, St. Paul,
Minnesota, which shall be complete except as to dating thereof, shall cause
such opinion to be filed in the offices of the City, and shall cause said
opinion to be printed on each of the Bonds, together with a certificate to be
signed by the facsimile signature of the City Clerk in substantially the form
set forth in the foregoing form of the Bonds.
11. 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 10)
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
147
Page 11 -- Resolution No. 94 - 1994
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 registered owner thereof, Bonds may be exchanged for
Bonds of any authorized denomination or denominations of a like aggregate
principal amount and stated maturity, upon surrender of the Bonds to be
exchanged at the principal office of the Bond Registrar. Whenever any Bonds
are so surrendered for exchange, the City shall execute (if necessary), and
the Bond Registrar shall authenticate, insert the date of registration of, and
deliver the Bonds which the registered owner making the exchange is entitled
to receive.
All Bonds surrendered upon any exchange or transfer provided for in this
Resolution shall be promptly cancelled by the Bond Registrar and thereafter
disposed of as directed by the City.
All Bonds delivered in exchange for or upon transfer of Bonds shall be valid
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 registered owner
thereof or the registered owner's 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.
12. Rights Upon Transfer or Exchange: Each Bond delivered upon transfer of
or in exchange for or in lieu of any other Bond shall carry all the rights to
interest accrued and unpaid, and to accrue, which were carried by such other
Bond.
13. 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 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 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 registered
' owner thereof as of the Regular Record Date, and shall be payable to the
person who is the registered owner 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 registered owners not less
than ten (10) days prior to the Special Record Date.
IMPQ
Page 12 -- Resolution No. 94 - 1994
14. 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 13 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.
15. Delivery: Application of Proceeds. The Bonds when so prepared and
executed shall 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.
16. Fund and Accounts. There is hereby created a special fund of the City
designated the "$485,000 General Obligation Bonds, Series 1994A Fund" (the
"Fund ") to be held and administered by the City as a bookkeeping account
separate and apart from all other funds maintained in the official financial
records of the City. The Fund shall continue to be maintained in the manner
herein specified until all of the Bonds herein authorized and all other bonds
payable from said Fund and the interest thereon have been fully paid. There
shall be maintained in the Fund two (2) separate accounts, to be designated
the "Capital Account" and "Debt Service Account ", respectively.
' (i) Capital Account. To the Capital Account there shall be credited
the proceeds of the sale of the Bonds, net of the amounts thereof allocated to
the Debt Service Account pursuant to paragraph 16(ii) below. Said monies
shall be segregated into separate subaccounts of the Capital Account for the
specific improvements to which they relate, being the Chapter 429 Improvements
and the water, storm sewer and sanitary sewer improvements, respectively,
referenced in paragraphs 1(c) and 3 of this Resolution. From each such
subaccount (including any earnings thereon) there shall be paid all costs and
expenses of making the Improvements to which each such subaccount relates,
including the cost of any construction contracts heretofore let or hereafter
to be let and all other costs, incurred and to be incurred for the particular
Improvement, of the kind authorized in Minnesota Statutes, Section 475.65, and
such monies in the respective subaccounts of the Capital Account shall be used
for no other purposes except as otherwise provided by law or this Resolution.
(ii) Debt Service Account. To the Debt Service Account there are
hereby pledged and irrevocably appropriated and there shall be credited,
subject to the conditions hereinafter stated:
(1) The accrued interest on the Bonds paid by the Purchaser on
the actual date of settlement of the Bonds, $1,240 of additional
proceeds of the Bonds, and all funds paid for the Bonds in excess of
$477,725, all to be used for the payment of the interest first coming
due on the Bonds.
' (2) The assessments described in paragraph 17 of this Resolution.
(3) Net Revenues (hereinafter defined) of the City's municipal
water system, storm sewer system and sanitary sewer system,
respectively.
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Page 13 -- Resolution No. 94 - 1994
' (4) All collections of any ad valorem taxes hereafter levied for
the payment of the Bonds.
(5) All investment earnings on funds held in the Debt Service
Account.
(6) Any and all other monies which are properly available and
which are appropriated by the Council to the Debt Service Account.
The foregoing funds are hereby pledged to the Debt Service Account, but only
in such amounts and at such times as may be necessary, together with the other
available funds therein and available for such purposes, (and the same shall
be used solely) to pay the principal of and interest on the Bonds, or
allocable portions thereof, when due, subject to the following conditions:
(1) Under applicable Minnesota law or City procedures, certain of
the sources of funds described above may be used or pledged only for
specified purposes, and it is the intent of the Council to abide by such
restrictions and further to allocate the appropriate revenues to pay for
the improvements to which the generation of those revenues relates.
Accordingly, the general dedication of revenues hereinabove to the Debt
Service Account shall be subject to such restrictions, and such pledges
are hereby limited by such applicable provisions of law and City
' procedures, without, however, affecting in any way the City's pledge of
its full faith and credit and general ad valorem taxing powers to the
payment of all of the Bonds, when due.
(2) The Net Revenues of the City's municipal water system and
utility shall be used only for the payment of the debt service on the
Water Bonds.
(3) The Net Revenues of the City's municipal sanitary sewer
system and utility shall only be used for the payment of the debt
service on the Sanitary Sewer Bonds.
(4) The Net Revenues of the City's municipal storm sewer system
and utility shall only be used for the payment of the debt service on
the Storm Sewer Bonds. Prior Assessments shall, respectively, be used
for the payment of the debt service on the 1988 Improvement Refunding
Bonds and the 1989 Improvement Refunding Bonds, respectively.
(5) The assessments described in paragraph 17 of this Resolution
shall only be used for the payment of the debt service on the
Improvement Bonds.
As used in this paragraph, Net Revenues shall mean the gross revenues derived
by the City from the operation of its municipal water system, its municipal
sanitary sewer system, or its municipal storm sewer system, as the case may
be, including all charges for service, use, availability, and connection to
the applicable system, and all monies received from the sale of any facilities
or equipment of said system or any by- products thereof, less all normal,
reasonable, or current costs of owning, operating, and maintaining said
system. If any payment of principal or interest on those Bonds payable from
such respective sources of Net Revenues shall become due when there are not
•K,J
Page 14 -- Resolution No. 94 - 1994
sufficient funds pledged for such purposes in the Debt Service Account to pay
the same, the City Finance Director shall pay such principal or interest from
the general fund or other available fund of the City, and such fund shall be
reimbursed for such advances from the proceeds of the applicable Net Revenues,
when collected. The City hereby covenants that it will impose and collect
charges for the service, use, and availability of and connection to the City's
municipal water system, its municipal sanitary sewer system, and its municipal
storm sewer system, respectively, at the times and in the amounts required to
produce such Net Revenues adequate, together with other sources of funding
available for such purposes, to pay in a full and timely manner all principal
of and interest on those Bonds payable hereunder from such revenues,
respectively, and on any and all other obligations which are or may become
payable in whole or in part from such Net Revenues. Provided such debt
service coverage is found to exist (and the Council hereby makes said finding
with respect to the portions of the Bonds payable therefrom) , the City may
issue additional obligations secured in whole or in part from such Net
Revenues, whose pledge to any such new obligations may be made superior or
subordinate to, or on a parity with, the pledges of such Net Revenues made
herein to the applicable portions of the Bonds, respectively.
The City has heretofore issued and currently has outstanding certain general
obligations of the City which are payable from certain of the Net Revenues,
and the Council hereby determines that the estimated Net Revenues will be
' sufficient, in addition to all other sources available for such purposes, for
the payment of the portion of the Bonds payable therefrom, and all such
additional obligations, and accordingly the pledges and appropriations of Net
Revenues to the payment of the respective portions of the Bonds pursuant to
this Resolution are hereby made on a parity with any and all such prior
pledges of Net Revenues.
17. Assessments. It is hereby determined that no less than twenty percent
(208) of the cost to the City of the Chapter 429 Improvements financed
hereunder within the meaning of Minnesota Statutes, Section 475.55,
Subdivision 1(3), shall be paid by special assessments heretofore levied or to
be levied hereafter against every assessable lot, piece and parcel of land
benefitted by any of those Improvements. The City hereby covenants and agrees
that it will let all construction contracts not heretofore let within one (1)
year after ordering each of said Improvements financed hereunder unless the
resolution ordering said Improvement specifies a different time limit for the
letting of construction contracts. The City hereby further covenants and
agrees that it will do and perform as soon as they may be done, all acts and
things necessary for the final and valid levy of such special assessments, and
in the event that any such assessment be at any time held invalid with respect
to any lot, piece or parcel of land due to any error, defect, or irregularity
in any action or proceedings taken or to be taken by the City or the Council
or any of the City officers or employees, either in the making of the
assessments or in the performance of any condition precedent thereto, the City
and the 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.
At the time all of the assessments are in fact levied the 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
151
Page 15 -- Resolution No. 94 - 1994
' that the City continues to be in compliance with Minnesota Statutes, Section
475.61. Subdivision 1.
18. 1058 Debt Service Coverage. It is hereby determined and reasonably
anticipated that the estimated collections of the revenues available to the
Debt Service Account will produce at least 58 in excess of the amount needed
to meet, when due, the principal of and interest on the Bonds, and accordingly
no ad valorem tax levy is required at this time. The City Clerk is directed
to file a certified copy of this Resolution with the office of Anoka County
Property Records & Taxation and to obtain the certificate of said official
required by Minnesota Statutes, Section 475.63.
19. General Obligation Pledge. The full faith and credit and taxing powers
of the City are hereby pledged to the payment of the principal of and interest
on the Bonds, and in the event of any current or anticipated deficiency of
funds in the Debt Service Account of amounts needed to make any such payment,
when due, the Council shall levy ad valorem taxes on all taxable property in
the City in the amount of such deficiency. 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.
20. 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.
21. Negative Covenant as to Use of Improvements. The City hereby covenants
not to use the Improvements or to cause or permit the Improvements 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.
22. Tax - Exempt Status of the Bonds: Rebate. The City shall comply with
requirements necessary under the Code to establish and maintain the exclusion
from gross income under Section 103 of the Code of the interest on the Bonds,
including without limitation (1) requirements relating to temporary periods
for investments, (2) limitations on amounts invested at a yield greater than
the yield on the Bonds, and (3) the rebate of excess investment earnings to
the United
States if the Bonds (together
with other
obligations reasonably
expected to be issued and outstanding at
one time in
this calendar year)
exceed the
small- issuer exception amount of
$5,000,000.
For purposes of
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Page 16 -- Resolution No. 94 - 1994
qualifying for the small issuer exception to the federal arbitrage rebate
requirements, 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 obligations (other than private activity bonds) issued by the City
(and all entities subordinate to, or treated as one issuer with, the City)
during the 1994 calendar year is not reasonably expected to exceed $5,000,000,
all within the meaning of Section 148(f)(4)(D) of the Code.
23. Designation of Qualified Tax -Exert 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 subordinate to, or treated as one issuer with, the City) during
calendar year 1994 will not exceed $10,000,000; and
(e) not more than $10,000,000 of obligations issued or to be issued by
the City during calendar year 1994 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.
24. Defeasance. When any obligation of a Bond has been discharged as
provided in this paragraph, all pledges, covenants and other rights granted by
this Resolution to the registered owner of that Bond (with respect to the
obligation thereof so defeased) shall, to the extent permitted by law, cease.
The City may at any time discharge any or all of such obligation(s) with
respect to any Bond, subject to the provisions of law now or hereafter
authorizing or regulating such action, by depositing irrevocably in escrow,
with a suitable institution qualified by law as an escrow agent for this
purpose, cash or securities which are backed by the full faith and credit of
the United States of America, bearing interest payable at such times and at
such rates and maturing on such dates and in such amounts as shall be required
153
Page 17 -- Resolution No. 94 - 1994
and sufficient, subject to sale and /or reinvestment in like securities, to pay
said obligation(s), which may include any interest payment on such Bond and /or
principal amount due thereon at a stated maturity (or if irrevocable provision
shall have been made for permitted prior redemption of such principal amount,
at such earlier redemption date).
25. Compliance With Reimbursement Bond Regulations. With respect to the
Improvements, the City has complied and will continue to comply with the
"Reimbursement Regulations" provided in United States Treasury Regulations
Section 1.103 -18, and any successor regulations as may be applicable,
including Section 1.150 -2. In particular, except where the following may not
be required by said Regulations (e.g., with respect to certain "preliminary
expenditures ") , to the extent that any of the proceeds of the Bonds will be
used to reimburse the City for a cost of the Improvements theretofore paid and
temporarily financed by the City out of other City funds, prior to the initial
payment thereof (or within applicable time limits thereafter) the City has
made or will have made a duly qualifying statement of its official intent to
bond for such costs (and the City will also make the written "reimbursement
allocation" required by the Reimbursement Regulations); otherwise, the
proceeds of the Bonds are to be used for initial payment, and not for such
reimbursement, of costs of the Improvements.
26. 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.
27. Headings. Headings in this Resolution are included for convenience of
reference only and shall not limit or define the meaning of any provision
hereof.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF FRIDLEY THIS 21ST DAY OF
NOVEMBER, 1994.
WILLIAM J. WEE - MAYOR
ATTEST:
WILLIAM A. CHAMPA - CI CLERK
L 17
EXHIBIT A
Internal Maturity Schedule of $485,000 General Obligation Bonds,
Series 1994A
Dated December 1, 1994, of the City of Fridley, Minnesota
(In 000's)
Maturity
Date
Improvement
Bonds
Storm
Sewer
Bonds
Water
Bonds
Sanitary
Sewer
Bonds
Total
07/01/98
$ 5
$15
$ 5
$ 5
$ 30
07101/97
15
15
5
5
40
02/01/98
10
15
5
5
35
02I01M
10
15
5
5
35
02/01/00
10
15
10
5
40
07101/01
10
20
10
10
50
02N7/02
10
20
10
10
50
07/01/03
10
20
10
10
50
02/01104
10
20
10
10
50
02/01/05
1 60
25
10
10
105
Totale
$150
$180
$80
$75
$485
154