RES 2005-24 - 00013406RESOLUTION NO. 2005 -24
RESOLUTION PROVIDING FOR THE ISSUANCE AND SALE OF
$4,680,000 GENERAL OBLIGATION TAX INCREMENT REFUNDING BONDS, SERIES
2005B AND PLEDGING FOR THE SECURITY THEREOF TAX INCREMENTS
A. WHEREAS, the Housing and Redevelopment Authority of the City of Fridley,
Minnesota (the "Authority "), has heretofore created Redevelopment Project No. 1 (the "Project
Area "), pursuant to the provisions of Minnesota Statutes, Sections 469.001 through 469.047, and
has approved a Redevelopment Plan (the "Redevelopment Plan ") with respect to the Project
Area; and
B. WHEREAS, the Authority has also heretofore created Tax Increment Financing
District No. 6 within the Project Area (the "Tax Increment District ") under the provisions of
Minnesota Statutes, Sections 469.174 through 469.1799 and has approved a tax increment
financing plan and amendments (the "Plan ") with respect to the Tax Increment District; and
C. WHEREAS, tax increments derived from the Tax Increment District are referred
to herein as the "Tax Increments "; and
D. WHEREAS, the City has heretofore issued its General Obligation Tax Increment
Refunding Bonds, Series 1997A, dated June 1, 1997 (the "Prior Bonds "), pursuant to a resolution
of the City Council adopted on April 28, 1997 (the "Prior Resolution "); and
E. WHEREAS, $4,625,000 in principal amount of the Prior Bonds which mature on
August 1, 2006, and thereafter are subject to redemption and prepayment at the option of the City
on August 1, 2005 and on any date thereafter at a price of par plus accrued interest, as provided
in Prior Resolution; and
F. WHEREAS, the City Council deems it desirable and in the best interests of the
City to call for redemption and prepayment all of the Prior Bonds which mature on August 1,
2006, and thereafter, on August 1, 2005 in accordance with the Prior Resolution in order to
reduce the debt service costs to the City; and
G. WHEREAS, the City Council hereby determines and declares that it is necessary
and expedient to issue $4,680,000 General Obligation Tax Increment Refunding Bonds, Series
2005B (the 'Bonds" or individually, a 'Bond "), pursuant to Minnesota Statutes, Chapter 475, to
provide funds to pay on August 1, 2005, all of the Prior Bonds (the "Refunded Bonds "), which
then remain outstanding (the "Refunding "); and
H. WHEREAS, the City has retained Ehlers and Associates, Inc, in Roseville,
Minnesota ( "Ehlers "), as its independent financial advisor for the sale of the Bonds and was
therefore authorized to sell the Bonds by private negotiation in accordance with Minnesota
Statutes, Section 475.60, Subdivision 2(9) and proposals to purchase the Bonds have been
solicited by Ehlers; and
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Resolution No. 2005 -24
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I. WHEREAS, the proposals set forth on Exhibit A attached hereto were received
by the City Manager, or designee, at the offices of Ehlers, at 11:00 A.M. this same day pursuant
to the Terms of Proposal established for the Bonds; and
J. WHEREAS, it is in the best interests of the City that the Bonds be issued in book -
entry form as hereinafter provided;
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fridley,
Minnesota, as follows:
1. Acceptance of Offer. The proposal of
(the "Purchaser "), to purchase the Bonds, in accordance with the Terms of Proposal, at the rates
of interest hereinafter set forth, and to pay therefor the sum of $ , plus interest
accrued to settlement, is hereby found, determined and declared to be the most favorable
proposal received and is hereby accepted, and the Bonds are hereby awarded to the Purchaser.
The City Finance Director- Treasurer is directed to retain the deposit of the Purchaser and to
forthwith return to the unsuccessful bidders any good faith checks and drafts.
2. Bond Terms.
(a) Title; Original Issue Date; Denominations; Maturities; Term Bond Option. The
Bonds shall be titled "General Obligation Tax Increment Refunding Bonds, Series 200513", shall
be dated June 15, 2005, as the date of original issue and shall be issued forthwith on or after such
date in fully registered form. The Bonds shall be numbered from R -1 upward in the
denomination of $5,000 each or in any integral multiple thereof of a single maturity (the
"Authorized Denominations ") and shall mature on February 1 in the years and amounts as
follows:
Year Amount
2006
2007
2008
2009
All dates are inclusive.
As may be requested by the Purchaser, one or more term Bonds may be issued having
mandatory sinking fund redemption and final maturity amounts conforming to the foregoing
principal repayment schedule, and corresponding additions may be made to the provisions of the
applicable Bond(s).
(b) Book Entry Only System. The Depository Trust Company, a limited purpose
trust company organized under the laws of the State of New York or any of its successors or its
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Resolution No. 2005 -24
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successors to its functions hereunder (the "Depository ") will act as securities depository for the
Bonds, and to this end:
(i) The Bonds shall be initially issued and, so long as they remain in book entry
form only (the "Book Entry Only Period "), shall at all times be in the form of a separate
single fully registered Bond for each maturity of the Bonds; and for purposes of
complying with this requirement under paragraphs 5 and 10 Authorized Denominations
for any Bond shall be deemed to be limited during the Book Entry Only Period to the
outstanding principal amount of that Bond.
(ii) Upon initial issuance, ownership of the Bonds shall be registered in a bond
register maintained by the Bond Registrar (as hereinafter defined) in the name of CEDE
& CO., as the nominee (it or any nominee of the existing or a successor Depository, the
"Nominee ").
(iii) With respect to the Bonds neither the City nor the Bond Registrar shall have
any responsibility or obligation to any broker, dealer, bank, or any other financial
institution for which the Depository holds Bonds as securities depository (the
"Participant ") or the person for which a Participant holds an interest in the Bonds shown
on the books and records of the Participant (the "Beneficial Owner "). Without limiting
the immediately preceding sentence, neither the City, nor the Bond Registrar, shall have
any such responsibility or obligation with respect to (A) the accuracy of the records of the
Depository, the Nominee or any Participant with respect to any ownership interest in the
Bonds, or (B) the delivery to any Participant, any Owner or any other person, other than
the Depository, of any notice with respect to the Bonds, including any notice of
redemption, or (C) the payment to any Participant, any Beneficial Owner or any other
person, other than the Depository, of any amount with respect to the principal of or
premium, if any, or interest on the Bonds, or (D) the consent given or other action taken
by the Depository as the Registered Holder of any Bonds (the "Holder "). For purposes of
securing the vote or consent of any Holder under this Resolution, the City may, however,
rely upon an omnibus proxy under which the Depository assigns its consenting or voting
rights to certain Participants to whose accounts the Bonds are credited on the record date
identified in a listing attached to the omnibus proxy.
(iv) The City and the Bond Registrar may treat as and deem the Depository to be
the absolute owner of the Bonds for the purpose of payment of the principal of and
premium, if any, and interest on the Bonds, for the purpose of giving notices of
redemption and other matters with respect to the Bonds, for the purpose of obtaining any
consent or other action to be taken by Holders for the purpose of registering transfers
with respect to such Bonds, and for all purpose whatsoever. The Bond Registrar, as
paying agent hereunder, shall pay all principal of and premium, if any, and interest on the
Bonds only to the Holder and the Holders of the Bonds as shown on the bond register,
and all such payments shall be valid and effective to fully satisfy and discharge the City's
obligations with respect to the principal of and premium, if any, and interest on the Bonds
to the extent of the sum or sums so paid.
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Resolution No. 2005 -24
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(v) Upon delivery by the Depository to the Bond Registrar of written notice to
the effect that the Depository has determined to substitute a new Nominee in place of the
existing Nominee, and subject to the transfer provisions in paragraph 10, references to the
Nominee hereunder shall refer to such new Nominee.
(vi) So long as any Bond is registered in the name of a Nominee, all payments
with respect to the principal of and premium, if any, and interest on such Bond and all
notices with respect to such Bond shall be made and given, respectively, by the Bond
Registrar or City, as the case may be, to the Depository as provided in the Letter of
Representations to the Depository required by the Depository as a condition to its acting
as book -entry Depository for the Bonds (said Letter of Representations, together with any
replacement thereof or amendment or substitute thereto, including any standard
procedures or policies referenced therein or applicable thereto respecting the procedures
and other matters relating to the Depository's role as book -entry Depository for the
Bonds, collectively hereinafter referred to as the "Letter of Representations ").
(vii) All transfers of beneficial ownership interests in each Bond issued in book -
entry form shall be limited in principal amount to Authorized Denominations and shall be
effected by procedures by the Depository with the Participants for recording and
transferring the ownership of beneficial interests in such Bonds.
(viii) In connection with any notice or other communication to be provided to the
Holders pursuant to this Resolution by the City or Bond Registrar with respect to any
consent or other action to be taken by Holders, the Depository shall consider the date of
receipt of notice requesting such consent or other action as the record date for such
consent or other action; provided, that the City or the Bond Registrar may establish a
special record date for such consent or other action. The City or the Bond Registrar shall,
to the extent possible, give the Depository notice of such special record date not less than
15 calendar days in advance of such special record date to the extent possible.
(ix) Any successor Bond Registrar in its written acceptance of its duties under
this Resolution and any paying agency /bond registrar agreement, shall agree to take any
actions necessary from time to time to comply with the requirements of the Letter of
Representations.
(c) Termination of Book -Entry Only System. Discontinuance of a particular
Depository's services and termination of the book -entry only system may be effected as follows:
(i) The Depository may determine to discontinue providing its services with
respect to the Bonds at any time by giving written notice to the City and discharging its
responsibilities with respect thereto under applicable law. The City may terminate the
services of the Depository with respect to the Bond if it determines that the Depository is
no longer able to carry out its functions as securities depository or the continuation of the
system of book -entry transfers through the Depository is not in the best interests of the
City or the Beneficial Owners.
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Resolution No. 2005 -24
Page 5
(ii) Upon termination of the services of the Depository as provided in the
preceding paragraph, and if no substitute securities depository is willing to undertake the
functions of the Depository hereunder can be found which, in the opinion of the City, is
willing and able to assume such functions upon reasonable or customary terms, or if the
City determines that it is in the best interests of the City or the Beneficial Owners of the
Bond that the Beneficial Owners be able to obtain certificates for the Bonds, the Bonds
shall no longer be registered as being registered in the bond register in the name of the
Nominee, but may be registered in whatever name or names the Holder of the Bonds
shall designate at that time, in accordance with paragraph 10. To the extent that the
Beneficial Owners are designated as the transferee by the Holders, in accordance with
paragraph 10, the Bonds will be delivered to the Beneficial Owners.
(iii) Nothing in this subparagraph (d) shall limit or restrict the provisions of
paragraph 10.
(d) Letter of Representations. The provisions in the Letter of Representations are
incorporated herein by reference and made a part of the resolution, and if and to the extent any
such provisions are inconsistent with the other provisions of this resolution, the provisions in the
Letter of Representations shall control.
3. Purpose. The Bonds (together with other available funds, if any, appropriated in
paragraph 15) shall provide funds to finance the Refunding. It is hereby found, determined and
declared that the Refunding is pursuant to Minnesota Statutes, Section 475.67 and shall result in
a reduction of debt service cost to the City.
4. Interest. The Bonds shall bear interest payable semiannually on February 1 and
August 1 of each year (each, an "Interest Payment Date "), commencing February 1, 2006,
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 Year Interest Rate
2006 %
2007
2008
2009
5. No Redemption. The Bonds shall not be subject to redemption and prepayment
prior to their stated maturity dates.
6. Bond Re is tray. Bond Trust Services Corporation, in Roseville, 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
1768142v1
Resolution No. 2005 -24
Page 6
record holders) of the Bonds in the manner set forth in the form of Bond and paragraph 12 of this
resolution.
7. Form of Bond. The Bonds, together with the Bond Registrar's Certificate of
Authentication, the form of Assignment and the registration information thereon, shall be in
substantially the following form:
1768142v1 6
Resolution No. 2005 -24 Page 7
UNITED STATES OF AMERICA
STATE OF MINNESOTA
ANOKA COUNTY
CITY OF FRIDLEY
R- $
GENERAL OBLIGATION TAX INCREMENT REFUNDING BOND, SERIES 2005B
Interest Rate Maturity Date Date of Original Issue CUSIP
February 1, June 15, 2005
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT:
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, without option of prepayment, and to pay interest thereon semiannually on
February 1 and August 1 of each year (each, an "Interest Payment Date "), commencing February
1, 2006, 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
Bond Trust Services Corporation, in Roseville, 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. So long as this Bond is registered in
the name of the Depository or its Nominee as provided in the Resolution hereinafter described,
and as those terms are defined therein, payment of principal of, premium, if any, and interest on
this Bond and notice with respect thereto shall be made as provided in the Letter of
Representations, as defined in the Resolution. Until termination of the book -entry only system
pursuant to the Resolution, Bonds may only be registered in the name of the Depository or its
Nominee.
1768142v1 7
Resolution No. 2005 -24 Page 8
Issuance; Purpose; General Obligation. This Bond is one of an issue in the total principal
amount of $4,680,000, all of like date of original issue and tenor, except as to number, maturity,
interest rate and denomination, issued pursuant to and in full conformity with the Home Rule
Charter of the City and Constitution and laws of the State of Minnesota and pursuant to a
resolution adopted by the City Council of the Issuer on May 23, 2005 (the "Resolution "), for the
purpose of providing money to redeem on August 1, 2005, all of the Issuer's outstanding General
Obligation Tax Increment Refunding Bonds, Series 1997A, dated June 1, 1997. This Bond is
payable out of the General Obligation Tax Increment Refunding Bonds, Series 2005B Fund of
the Issuer. This Bond constitutes a general obligation of the Issuer, and to provide moneys for
the prompt and full payment of its principal, premium, if any, and interest when the same
become due, the full faith and credit and taxing powers of the Issuer have been and are hereby
irrevocably pledged.
Denominations; Exchange; Resolution. The Bonds are issuable solely in fully registered
form in Authorized Denominations (as defined in the Resolution) and are exchangeable for fully
registered Bonds of other Authorized Denominations in equal aggregate principal amounts at the
principal office of the Bond Registrar, but only in the manner and subject to the limitations
provided in the Resolution. Reference is hereby made to the Resolution for a description of the
rights and duties of the Bond Registrar. Copies of the Resolution are on file in the principal
office of the Bond Registrar.
Transfer. This Bond is transferable by the Holder in person or by the Holder'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 Issuer contained in any agreement with the Bond
Registrar. Thereupon the Issuer shall execute and the Bond Registrar shall authenticate and
deliver, in exchange for this Bond, one or more new fully registered Bonds in the name of the
transferee (but not registered in blank or to "bearer" or similar designation), of an Authorized
Denomination or Denominations, in aggregate principal amount equal to the principal amount of
this Bond, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss. The Bond Registrar may require payment of a sum
sufficient to cover any tax or other governmental charge payable in connection with the transfer
or exchange of this Bond and any legal or unusual costs regarding transfers and lost Bonds.
Treatment of Registered Owners. The Issuer and Bond Registrar may treat the person in
whose name this Bond is registered as the owner hereof for the purpose of receiving payment as
herein provided (except as otherwise provided herein 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.
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 Chapter of
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Resolution No. 2005 -24
Page 9
the City to be done, to happen and to be performed, precedent to and in the issuance of this
Bond, have been done, have happened and have been performed, in regular and due form, time
and manner as required by law, and that this Bond, together with all other debts of the Issuer
outstanding on the date of original issue hereof and the date of its issuance and delivery to the
original purchaser, does not exceed any constitutional, statutory or Home Rule 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, the corporate seal of the Issuer having been intentionally omitted as
permitted by law.
Date of Registration:
BOND REGISTRAR'S
CERTIFICATE OF
AUTHENTICATION
This Bonds is one of the
Bonds described in the
Resolution mentioned
within.
BOND TRUST SERVICES
CORPORATION
Roseville, Minnesota
Bond Registrar
LE
Authorized Signature
Registrable by: BOND TRUST SERVICES
CORPORATION
Payable at: BOND TRUST SERVICES
CORPORATION
CITY OF FRIDLEY,
ANOKA COUNTY, MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile
City Manager
1768142v1 9
Resolution No. 2005 -24 Page 10
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 Transfers to Minors Act
(State)
Additional abbreviations may also be used though not in the above list.
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
the within Bond and does
hereby irrevocably constitute and appoint attorney to transfer the Bond on
the books kept for the registration thereof, with full power of substitution in the premises.
Dated:
Notice: The assignor's signature to this assignment must correspond
with the name as it appears upon the face of the within
Bond in every particular, without alteration or any change
whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust company or by a brokerage firm
having a membership in one of the major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad- 15(a)(2).
The Bond Registrar will not effect transfer of this Bond unless the information
concerning the transferee requested below is provided.
Name and Address:
(Include information for all joint owners if the Bond is held by joint account
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Resolution No. 2005 -24 Page 11
8. Execution; Temporary Bonds. The Bonds shall be printed (or, at the request of
the Purchaser, typewritten) and shall be executed on behalf of the City by the signatures of its
Mayor and City Manager and be sealed with the seal of the City; provided, however, that the seal
of the City may be a printed (or, at the request of the Purchaser, photocopied) facsimile; and
provided further that both of such signatures may be printed (or, at the request of the Purchaser,
photocopied) facsimiles and the corporate seal may be omitted on the Bonds as permitted by law.
In the event of disability or resignation or other absence of either such officer, the Bonds may be
signed by the manual or facsimile signature of that officer who may act on behalf of such absent
or disabled officer. In case either such officer whose signature or facsimile of whose signature
shall appear on the Bonds shall cease to be such officer before the delivery of the Bonds, such
signature or facsimile shall nevertheless be valid and sufficient for all purposes, the same as if he
or she had remained in office until delivery. The City may elect to deliver, in lieu of printed
definitive bonds, one or more typewritten temporary bonds in substantially the form set forth
above, with such changes as may be necessary to reflect more than one maturity in a single
temporary bond. Such temporary bonds may be executed with photocopied facsimile signatures
of the Mayor and 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 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 June 15, 2005. 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
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
1768142v1 I I
Resolution No. 2005 -24
Page 12
any Bonds are so surrendered for exchange, the City shall execute (if necessary), and the Bond
Registrar shall authenticate, insert the date of registration of, and deliver the Bonds which the
Holder making the exchange is entitled to receive.
All Bonds surrendered upon any exchange or transfer provided for in this resolution shall
be promptly canceled by the Bond Registrar and thereafter disposed of as directed by the City.
All Bonds delivered in exchange for or upon transfer of Bonds shall be valid general
obligations of the City evidencing the same debt, and entitled to the same benefits under this
resolution, as the Bonds surrendered for such exchange or transfer.
Every Bond presented or surrendered for transfer or exchange shall be duly endorsed or
be accompanied by a written instrument of transfer, in form satisfactory to the Bond Registrar,
duly executed by the Holder thereof or the Holder'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. The Finance Director -
Treasurer is hereby authorized to negotiate and execute the terms of said agreement.
11. Rights Upon Transfer or Exchange. Each Bond delivered upon transfer of or in
exchange for or in lieu of any other Bond shall carry all the rights to interest accrued and unpaid,
and to accrue, which were carried by such other Bond.
12. Interest Payment; Record Date. Interest on any Bond shall be paid on each
Interest Payment Date by check or draft mailed to the person in whose name the Bond is
registered (the "Holder ") on the registration books of the City maintained by the Bond Registrar
and at the address appearing thereon at the close of business on the fifteenth 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 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) 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.
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Resolution No. 2005 -24
Page 13
14. Delivery; Application of Proceeds. The Bonds when so prepared and executed
shall be delivered by the City Manager to the Purchaser upon receipt of the purchase price, and
the Purchaser shall not be obliged to see to the proper application thereof.
15. Fund and Accounts. There is hereby created a special fund to be designated the
"General Obligation Tax Increment Refunding Bonds, Series 2005B Fund" (the "Fund ") to be
administered and maintained by the Finance Director - Treausrer as a bookkeeping account
separate and apart from all other funds maintained in the official financial records of the City.
The Fund shall be maintained in the manner herein specified until all of the Bonds and the
interest thereon have been fully paid. There shall be maintained and created in the fund the
"Payment Account" and a 'Debt Service Account":
(a) Payment Account. The proceeds of the Bonds, less any accrued interest, shall be
deposited in the Payment Account. On or prior to August 1, 2005, the Clerk shall transfer
$ of the proceeds of the Bonds from the Payment Account to the paying agent for
the Refunded Bonds, which sum is sufficient, together with other funds on deposit in debt
service account established for the Refunded Bonds, to pay the principal and interest due on the
Refunded Bonds on August 1, 2005, including the principal of the Refunded Bonds called for
redemption on that date. The remainder of the monies in the Payment Account shall be used to
pay the costs of issuance of the Bonds. Any monies remaining in the Payment Account after
payment of all costs of issuance and payment of the Refunded Bonds shall be transferred to the
Debt Service Account.
(b) Debt Service Account. There are hereby irrevocably appropriated and pledged to,
and there shall be credited to, the Debt Service Account: (i) Tax Increments in an amount which,
together with other revenues herein pledged to the payment thereof, are sufficient to pay the
principal and interest to become due on the Bonds; (ii) all collections of ad valorem taxes
hereafter levied; (iii) any balance remaining after August 1, 2005, in the Prior Bonds Debt
Service Account created by the Prior Resolution; (iv) all investment earnings on funds in the
Debt Service Account; (v) funds remaining in the Payment Account after all costs of issuing the
Bonds have been paid; and (vi) any and all other moneys which are properly available and are
appropriated by the governing body of the Issuer 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 (a) for a reasonable temporary period until such proceeds are
needed for the purpose for which the Bonds were issued and (b) in addition to the above in an
amount not greater than the lesser of five percent 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 Fund (or any
other City account which will be used to pay principal or interest to become due on the Bonds) 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
1768142v1 13
Resolution No. 2005 -24
Page 14
regulations. Money in the Fund shall not be invested in obligations or deposits issued by,
guaranteed by or insured by the United States or any agency or instrumentality thereof if and to
the extent that such investment would cause the Bonds to be "federally guaranteed" within the
meaning of Section 149(b) of the Internal Revenue Code of 1986, as amended (the "Code ").
16. Covenants Relating to the Bonds.
(a) Tax Increments. The City hereby pledges and appropriates the Tax Increments to
the Debt Service Account, which pledge and appropriation shall continue until the Bonds and
any additional bonds payable from the Debt Service Account are paid or discharged.
(b) Coverage Test. The Tax Increments 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 in excess of the amount needed to meet when due the
principal and interest payments on the Bonds, consequently no taxes are levied at the present
time.
(c) Future Tax Levies. On or before October 10 of each year, the Finance Director -
Treasurer shall certify to the County Auditor of Anoka County the amount of Tax Increments
and any other funds appropriated to and then held in the Debt Service Account and the estimated
collections of Tax Increments to be received in the next succeeding year. In the event that it is
anticipated that the aggregate of said sums will not be sufficient to pay the principal and interest
on the Bonds to become due in the first calendar year thereafter and the first six months of the
succeeding calendar year, the City Council shall pass a resolution requesting the County Auditor
of Anoka County to levy an ad valorem tax in an amount as is necessary, together with the
aforementioned funds then held in the Debt Service Account and said estimated collections of
Tax Increments to pay the principal and interest on the Bonds to become due during said period.
(d) Reservation of Rights. Notwithstanding any provisions herein to the contrary, the
City reserves the right to terminate, reduce, or apply to other lawful purposes the Tax Increments
herein pledged to the payment of the Bonds and interest thereon to the extent and in the manner
permitted by law.
17. Pledge Agreement. The Mayor and City Manager are hereby authorized to
execute the Tax Increment Pledge Agreement in substantially the form presented to the City
Council, which Tax Increment Pledge Agreement pledges Tax Increments derived from the Tax
Increment District to the payment of the Bonds.
18. Concurring Resolution of the Authority. The Authority will adopt a resolution
authorizing execution of the Pledge Agreement. The City shall take such action as it determines
is necessary to assure that the covenants of the Authority in the Pledge Agreement are fully and
promptly performed; provided that in the exercise of any rights with respect thereto, the City
shall be subject to the same standards and to the same rights applicable to the Authority under
the covenants as if the City were the Authority.
19. Defeasance. When all Bonds have been discharged as provided in this paragraph,
all pledges, covenants and other rights granted by this resolution to the registered holders of the
Bonds shall, to the extent permitted by law, cease. The City may discharge its obligations with
1768142v1 14
Resolution No. 2005 -24 Page 15
respect to any Bonds which are due on any date by irrevocably depositing with the Bond
Registrar on or before that date a sum sufficient for the payment thereof in full; or if any Bond
should not be paid when due, it may nevertheless be discharged by depositing with the Bond
Registrar a sum sufficient for the payment thereof in full with interest accrued to the date of such
deposit. The City may also at any time discharge its obligations with respect to any Bonds,
subject to the provisions of law now or hereafter authorizing and regulating such action, by
depositing irrevocably in escrow, with a suitable banking institution qualified by law as an
escrow agent for this purpose, cash or securities described in Minnesota Statutes, Section 475.67,
Subdivision 8, bearing interest payable at such times and at such rates and maturing on such
dates as shall be required, without regard to sale and /or reinvestment, to pay all amounts to
become due thereon to maturity.
20. General Obligation Pledge. For the prompt and full payment of the principal and
interest on the Bonds, as the same respectively become due, the full faith, credit and taxing
powers of the City shall be and are hereby irrevocably pledged. If the balance in the Debt
Service Account is ever insufficient to pay all principal and interest then due on the Bonds 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.
21. Redemption of Refunded Bonds. The Refunded Bonds shall be redeemed and
prepaid in accordance with the terms and conditions set forth in the Notice of Call for
Redemption attached hereto as Exhibit B, which terms and conditions are hereby approved and
incorporated herein by reference.
22. 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.
23. Certificate of Registration. The City Clerk is hereby directed to file a certified
copy of this resolution with the Director of Anoka County Property Records and Taxation's
Office, together with such other information as the Director shall require, and to obtain the
Director of Anoka County Property Records and Taxation's certificate that the Bonds have been
entered in the Director of Anoka County Property Records and Taxation's Bond Register.
24. Continuing Disclosure. The City is the sole obligated person with respect to the
Bonds. The City hereby agrees, in accordance with the provisions of Rule 15c2 -12 (the "Rule "),
promulgated by the Securities and Exchange Commission (the "Commission ") pursuant to the
Securities Exchange Act of 1934, as amended, and a Continuing Disclosure Undertaking (the
"Undertaking ") hereinafter described to:
(a) Provide or cause to be provided to each nationally recognized municipal securities
information repository ( "NRMSIR ") and to the appropriate state information depository ( "SID "),
if any, for the State of Minnesota, in each case as designated by the Commission in accordance
with the Rule, certain annual financial information and operating data in accordance with the
Undertaking. The City reserves the right to modify from time to time the terms of the
Undertaking as provided therein.
1768142v1 15
Resolution No. 2005 -24 Page 16
(b) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR or to the
Municipal Securities Rulemaking Board ( "MSRB ") and (ii) the SID, notice of the occurrence of
certain material events with respect to the Bonds in accordance with the Undertaking.
(c) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR or to the
MSRB and (ii) the SID, notice of a failure by the City to provide the annual financial information
with respect to the City described in the Undertaking.
(d) The City agrees that its covenants pursuant to the Rule set forth in this paragraph
and in the Undertaking is intended to be for the benefit of the Holders of the Bonds and shall be
enforceable on behalf of such Holders; provided that the right to enforce the provisions of these
covenants shall be limited to a right to obtain specific enforcement of the City's obligations under
the covenants.
The Mayor and Finance Director- Treasurer of the City, or any other officer of the City
authorized to act in their place (the "Officers ") are hereby authorized and directed to execute on
behalf of the City the Undertaking in substantially the form presented to the City Council subject
to such modifications thereof or additions thereto as are (i) consistent with the requirements
under the Rule, (ii) required by the Purchaser of the Bonds, and (iii) acceptable to the Officers.
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. Negative Covenant as to Use of Bond Proceeds and Project. 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.
27. Tax - Exempt Status of the Bonds; Rebate; Elections. 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
(a) requirements relating to temporary periods for investments, (b) limitations on amounts
invested at a yield greater than the yield on the Bonds, and (c) the rebate of excess investment
earnings to the United States. The City expects to satisfy the six month expenditure exemption
from gross proceeds of the Bonds as provided in Section 1.148 -7(c) of the Regulations. The
Mayor and City Manager, are hereby authorized and directed to make such elections as to
arbitrage and 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.
1768142v1 16
Resolution No. 2005 -24
Page 17
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 bonds" as defined in Section 141 of the Code;
(c) the City hereby designates the Bonds as "qualified tax - exempt obligations" for
purposes of Section 265(b)(3) of the Code;
(d) the reasonably anticipated amount of tax - exempt obligations (other than private
activity bonds, treating qualified 501(c)(3) bonds as not being private activity bonds) which will
be issued by the City (and all entities treated as one issuer with the City, and all subordinate
entities whose obligations are treated as issued by the City) during this calendar year 2005 will
not exceed $10,000,000; and
(e) not more than $10,000,000 of obligations issued by the City during this calendar
year 2005 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.
29. Severability. If any section, paragraph or provision of this resolution shall be held
to be invalid or unenforceable for any reason, the invalidity or unenforceability of such section,
paragraph or provision shall not affect any of the remaining provisions of this resolution.
30. Headings. Headings in this resolution are included for convenience of reference
only and are not a part hereof, and shall not limit or define the meaning of any provision hereof.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF FRIDLEY THIS
23RD DAY OF MAY 2005.
Scott J. Lund, Mayor
Attest:
Debra A. Skogen, City Clerk
1768142v1 17
STATE OF MINNESOTA
COUNTY OF ANOKA
CITY OF FRIDLEY
I, the undersigned, being the duly qualified and acting City Clerk of the City of Fridley,
Minnesota, DO HEREBY CERTIFY that I have compared the attached and foregoing extract of
minutes with the original thereof on file in my office, and that the same is a full, true and
complete transcript of the minutes of a meeting of the City Council duly called and held on the
date therein indicated, insofar as such minutes relate to authorizing the issuance and awarding
the sale of $
1768142v1
General Obligation Tax Increment Refunding Bonds, Series 2005B.
WITNESS my hand on May , 2005.
City Clerk
EXHIBIT A
Proposals
[to be supplied by Ehlers]
1768142v1
Resolution No. 2005 -24 Page 1
EXHIBIT B
NOTICE OF CALL FOR REDEMPTION
GENERAL OBLIGATION TAX INCREMENT REFUNDING BONDS, SERIES 1997A
CITY OF FRIDLEY, ANOKA COUNTY, MINNESOTA
NOTICE IS HEREBY GIVEN that by order of the City Council of the City of Fridley, Anoka
County, Minnesota, there have been called for redemption and prepayment on
August 1, 2005
those outstanding bonds of the City designated as General Obligation Tax Increment Refunding
Bonds, Series 1997A, dated June 1, 1997 having stated maturity dates in the following years,
totaling $4,625,000 in principal amount and having CUSIP numbers listed below:
Year CUSIP Number*
2006
2007
2008
2009
The bonds are being called at a price of par plus accrued interest to August 1, 2005, on which
date all interest on said bonds will cease to accrue. Holders of the bonds hereby called for
redemption are requested to present their bonds for payment, at U.S. Bank National Association
(formerly known as First Trust National Association), St. Paul, Minnesota, on or before August
1, 2005.
Dated: May 23, 2005 BY ORDER OF THE CITY COUNCIL
/s/ Debra Skogen, City Clerk
* The City shall not be responsible for the selection of or use of the CUSIP numbers, nor is any
representation made as to their correctness indicated in the notice. They are included solely for
the convenience of the holders.
1768142v1 A- I
Resolution No. 2005 -24
Page 1
STATE OF MINNESOTA COUNTY AUDITOR'S CERTIFICATE
AS TO REGISTRATION AND FILING OF
COUNTY OF ANOKA A TAX INCREMENT PLEDGE AGREEMENT
I, the undersigned, representative of the Office of Anoka County Property Records and
Taxation, Minnesota, DO HEREBY CERTIFY that on the date hereof, there was filed in my
office a certified copy of a resolution adopted on May 23, 2005 by the City Council of the City
of Fridley, Minnesota, authorizing the issuance of $4,680,000 General Obligation Tax Increment
Refunding Bonds, Series 2005A (the "Bonds "), together with full information regarding the
Bonds and the Bonds have been entered in my Bond Register; and that the Tax Increment Pledge
Agreement, dated , 2005, between said City and the Housing and Redevelopment
Authority of the City of Fridley, Minnesota, has been filed in my office.
WITNESS my hand and the seal of the Office of Anoka County Property Records and
Taxation on .2004.
Office of Anoka County Property
Records and Taxation
(SEAL)
1768142v1