HomeMy WebLinkAbout2003-196 CCRMember KaY Lasman introduced the following resolution and moved its
adoption:
RESOLUTION NO. 2003-196
RESOLUTION ACCEPTING OFFER ON SALE OF $5,045,000 GENERAL
OBLIGATION POLICE AND FIRE BUILDING REFUNDING BONDS,
SERIES 2004A, LEVYING A TAX THEREFOR AND PROVIDING FOR
THEIR ISSUANCE
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A. WHEREAS, the City of Brooklyn Center has heretofore issued its General
Obligation Police and Fire Building Bonds, Series 1997B, dated December 1, 1997 (the "Prior
Bonds"); and
B. WHEREAS, $4,910,000 of the principal amount of the Prior Bonds which
mature on or after February 1, 2006 (the "Refunded Bonds"), are callable on February 1, 2005, at
a price of par plus accrued interest as provided in the resolution of the City, adopted on
December 1, 1997, authorizing the issuance of the Prior Bonds (the "Prior Resolution"); and
C. WHEREAS, the City has heretofore determined and declared that it is
necessary and expedient to issue $5,045,000 General Obligation Police and Fire Building
Refunding Bonds, Series 2004A (the "Bonds") of the City, pursuant to Minnesota Statutes,
Chapter 475, to provide moneys for a crossover refunding of the Refunded Bonds; and
D. WHEREAS, the refunding of the Refunded Bonds is consistent with
covenants made with the holders thereof, and is necessary and desirable for the reduction of debt
service cost to the City; and
E. WHEREAS, offers to purchase the Bonds were solicited on behalf of the
City by Springsted Incorporated, in Saint Paul, Minnesota ("Springsted"), an independent
financial consultant, and therefore the City is authorized to negotiate the sale of the Bonds
without compliance with the public sale requirements of Chapter 475; and
F. WHEREAS, the following offers were received, opened and recorded at
the offices of Springsted Incorporated at 10:00 A.M. this same day:
Bidder Interest Rate Net Interest Cost
SEE ATTACHMENT 1
NOW, THEREFORE, BE IT RESOLVED by the City of Brooklyn Center,
Minnesota, as follows:
RESOLUTION NO.
1. Accentance of Offer. The offer of U.S. Bancorp Piper Jaffray,
Incorporated, Minneapolis, Minnesota (the "Purchaser"), to purchase $5,045,000 General
Obligation Police and Fire Building Refunding Bonds, Series 2004A of the City (the "Bonds" or
the "Refunding Bonds", or individually a 'Bond"), at the rates of interest hereinafter set forth,
and to pay therefor the sum of $5,035,782.79 plus interest accrued to settlement, is hereby found,
determined and declared to be the most favorable offer received and is hereby accepted, and the
Bonds are hereby awarded to the Purchaser. The Clerk is directed to retain the deposit of the
Purchaser and to forthwith return to the others making offers their good faith deposits.
2. Terms of Bonds.
(a) Title: Original Issue Date: Denominations: Maturities. The Bonds shall be
titled "General Obligation Police and Fire Building Refunding Bonds, Series 2004A",
shall be dated January 1, 2004, 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:
Year Amount Year Amount
2006 $580,000 2010 $640,000
2007 590,000 2011 640,000
2008 600,000 2012 685,000
2009 610,000 2013 700,000
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 Entrv Onlv Svstem. The Depository Trust Company, a limited
purpose trust company organized under the laws of the State of New York or any
successor 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 paragraph 10 (with
respect to registration, transfer and exchange) 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 U.S. Bank National Association in Saint Paul,
Minnesota (the "Bond Registrar") in the name of CEDE & CO., as the nominee (it
or any nominee of the existing or a successor Depository, the "Nominee").
RESOLUTION NO. 2003-196
(iii) With respect to the Bonds neither the City nor the Bond Registrar
shall have any responsibility or obligation to any broker, dealer, bank, or any
other financial institution for which the Depository holds Bonds as securities
depository (the "Participant") or the person for which a Participant holds an
interest in the Bonds shown on the books and records of the Participant (the
"Beneficial Owner"). Without limiting the immediately preceding sentence,
neither the City, nor the Bond Registrar, shall have any such responsibility or
obligation with respect to (A) the accuracy of the records of the Depository, the
Nominee or any Participant with respect to any ownership interest in the Bonds,
or (B) the delivery to any Participant, any Owner or any other person, other than
the Depository, of any notice with respect to the Bonds, including any notice of
redemption, or (C) the payment to any Participant, any Beneficial Owner or any
other person, other than the Depository, of any amount with respect to the
principal of or premium, if any, or interest on the Bonds, or (D) the consent given
or other action taken by the Depository as the Register Holder of any Bonds (the
"Holder"). For purposes of securing the vote or consent of any Holder under this
Resolution, the City may, however, rely upon an omnibus proxy under which the
Depository assigns its consenting or voting rights to certain Participants to whose
accounts the Bonds are credited on the record date identified in a listing attached
to the omnibus proxy.
(iv) The City and the Bond Registrar may treat as and deem the
Depository to be the absolute owner of the Bonds for the purpose of payment of
the principal of and premium, if any, and interest on the Bonds, for the purpose of
giving notices of redemption and other matters with respect to the Bonds, for the
purpose of obtaining any consent or other action to be taken by Holders for the
purpose of registering transfers with respect to such Bonds, and for all purpose
whatsoever. The Bond Registrar, as paying agent hereunder, shall pay all
principal of and premium, if any, and interest on the Bonds only to or upon the
Holder of the Holders of the Bonds as shown on the register, and all such
payments shall be valid and effective to fully satisfy and discharge the City's
obligations with respect to the principal of and premium, if any, and interest on
the Bonds to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Bond Registrar of written
notice to the effect that the Depository has determined to substitute a new
Nominee in place of the existing Nominee, and subject to the transfer provisions
in paragraph 10 hereof (with respect to registration, transfer and exchange),
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
RESOLUTION NO.
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 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-Entrv Only Svstem. Discontinuance of a particular
Depository's services and termination of the book-entry only system may be effected as
follows:
(i) The Depository may determine to discontinue providing its
services with respect to the Bonds at any time by giving written notice to the City
and discharging its responsibilities with respect thereto under applicable law. The
City may terminate the services of the Depository with respect to the Bond if it
determines that the Depository is no longer able to carry out its functions as
securities depository or the continuation of the system of book-entry transfers
through the Depository is not in the best interests of the City or the Beneficial
Owners.
(ii) Upon termination of the services of the Depository as provided in
the preceding paragraph, and if no substitute securities depository 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 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,
RESOLUTION NO. 2003-196
in accordance with paragraph 10 hereof (with respect to registration, transfer and
exchange). To the extent that the Beneficial Owners are designated as the
transferee by the Holders, in accordance with paragraph 10 hereof (with respect to
registration, transfer and exchange), the Bonds will be delivered to the Beneficial
Owners.
(iii) Nothing in this subparagraph (c) shall limit or restrict the
provisions of paragraph 10 hereof (with respect to registration, transfer and
exchange).
(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: Refunding Findings. The Bonds shall provide funds for a
crossover refunding of the Refunded Bonds (the 'Refunding"). It is hereby found, determined
and declared that the Refunding is pursuant to Minnesota Statutes, Section 475.67, Subdivision
13 and shall result in a reduction of debt service cost to the City. As of February 1, 2005, the
present value of the dollar amount of the debt service on the Bonds computed to their stated
maturity dates, after deducting any premium is lower by at least three percent than the present
value of the dollar amount of debt service on the Refunded Bonds computed to their stated
maturity dates, computed in accordance with Minnesota Statutes, Section 475.67, subdivisions
12 and 13.
4. Interest. The Bonds shall bear interest payable semiannually on February
1 and August 1 of each year (each, an "Interest Payment Date"), commencing August 1, 2004,
calculated on the basis of a 360-day year of twelve 30-day months, at the respective rates per
annum set forth opposite the maturity years as follows:
Maturity Interest Maturity Interest
Year Rate Year Rate
2006 2.00% 2010 3.00%
2007 2.25% 2011 3.10%
2008 2.50% 2012 3.25%
2009 3.00% 2013 3.35%
5. No Redemption. The Bonds are not subject to redemption prior to their
stated maturity dates.
6. Bond Registrar. U.S. Bank National Association, in Saint Paul,
Minnesota, is appointed to act as bond registrar and transfer agent with respect to the Bonds (the
'Bond Registrar"), and shall do so unless and until a successor Bond Registrar is duly appointed,
all pursuant to any contract the City and Bond Registrar shall execute which is consistent
herewith. The Bond Registrar shall also serve as paying agent unless and until a successor
paying agent is duly appointed. Principal and interest on the Bonds shall be paid to the
RESOLUTION NO.
registered holders (or record holders) of the Bonds in the manner set forth in the form of Bond
and paragraph 12 of this resolution (with respect to interest payment and record date).
7. Form of Bond. The Bonds, together with the Bond Registrar's Certificate
of Authentication, the form of Assignment and the registration information thereon, shall be in
substantially the following form:
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RESOLUTION NO. 2003-196
UNITED STATES OF AMERICA
STATE OF MINNESOTA
HENNEPIN COUNTY
CITY OF BROOKLYN CENTER
R- $
GENERAL OBLIGATION POLICE AND FIRE
BUILDING REFUNDING BONDS, SERIES 2004A
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
January 1, 2004
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of Brooklyn
Center, Hennepin 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 August 1, 2004, 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 U.S. Bank
National Association, in Saint Paul, Minnesota (the "Bond Registrar"), acting as paying agent, or
any successor paying agent duly appointed by the Issuer. Interest on this Bond will be paid on
each Interest Payment Date by check or draft 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 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. Bonds may only be registered in the name of the Depository or its Nominee.
RESOLUTION NO.
No Redemption. The Bonds are not subject to redemption prior to their stated
maturity dates.
Issuance: Pumose: General Obligation. This Bond is one of an issue in the total
principal amount of $5,045,000, all of like date of original issue and tenor, except as to number,
maturity, interest rate and denomination, which Bond has been issued pursuant to and in full
conformity with the Constitution and laws of the State of Minnesota and pursuant to a resolution
adopted by the City of the Issuer on December 8, 2003 (the "Resolution"), for the purpose of
providing funds sufficient for a crossover refunding of the Issuer's General Obligation Police and
Fire Building Bonds, Series 1997B, dated December 1, 1997, which mature on February 1, 2006,
and thereafter. This Bond is payable out of the Escrow Account and the Debt Service Account
of the Issuer's General Obligation Police and Fire Building Refunding Bonds, Series 2004A
Fund. This Bond constitutes a general obligation of the Issuer, and to provide moneys for the
prompt and full payment of its principal, premium, if any, and interest when the same become
due, the full faith and credit and taxing powers of the Issuer have been and are hereby
irrevocably pledged.
Denominations: Exchange: Resolution. The Bonds are issuable solely as fully
registered bonds in the denominations of $5,000 and integral multiples thereof of a single
maturity and are exchangeable for fully registered Bonds of other authorized denominations in
equal aggregate principal amounts at the principal office of the Bond Registrar, but only in the
manner and subject to the limitations provided in the Resolution. Reference is hereby made to
the Resolution for a description of the rights and duties of the Bond Registrar. Copies of the
Resolution are on file in the principal office of the Bond Registrar.
Transfer. This Bond is transferable by the Holder in person or by his, her or its
attorney duly authorized in writing at the principal office of the Bond Registrar upon
presentation and surrender hereof to the Bond Registrar, all subject to the 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.
RESOLUTION NO. 2003-196
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 Obligation. This Bond has been designated by the Issuer
as a "qualified tax-exempt obligation" for purposes of Section 265(b)(3) of the Internal Revenue
Code of 1986, as amended.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions and things
required by the Constitution and laws of the State of Minnesota to be done, to happen and to be
performed, precedent to and in the issuance of this Bond, have been done, have happened and
have been performed, in regular and due form, time and manner as required by law, and that this
Bond, together with all other debts of the Issuer outstanding on the date of original issue hereof
and the date of its issuance and delivery to the original purchaser, does not exceed any
constitutional or statutory limitation of indebtedness.
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RESOLUTION NO.
IN WITNESS WHEREOF, the City of Brooklyn Center, Hennepin County,
Minnesota, by its City Council has caused this Bond to be executed on its behalf by the facsimile
signatures of its Mayor and the Clerk, the corporate seal of the Issuer having been intentionally
omitted as permitted by law.
Date of Registration:
BOND REGISTRAR'S
CERTIFICATE OF AUTHENTICATION
This Bond is one of the
Bonds described in the
Resolution mentioned
within.
U.S. BANK NATIONAL ASSOCIATION
SAINT PAUL, MINNESOTA
Bond Registrar
By
Authorized Signature
Registrable by: U.S. BANK NATIONAL ASSOCIATION
SAINT PAUL, MINNESOTA
Payable at: U.S. BANK NATIONAL ASSOCIATION
SAINT PAUL, MINNESOTA
CITY OF BROOKLYN CENTER,
HENNEPIN COUNTY, MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile
Clerk
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RESOLUTION NO. 2003-196
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.
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RESOLUTION NO.
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. 2003-196
8. Execution: Temnorarv Bonds. The Bonds shall be printed (or, at the
request of the Purchaser, typewritten) shall be executed on behalf of the City by the signatures of
its Mayor and Clerk 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. The temporary bonds may be executed with photocopied facsimile signatures
of the Mayor and Clerk. Such temporary bonds shall, upon the printing of the definitive bonds
and the execution thereof, be exchanged therefor and canceled.
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 January 1, 2004. The Certificate of Authentication so executed on each Bond shall
be conclusive evidence that it has been authenticated and delivered under this resolution.
10. Reeistration: 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 with respect to authentication) 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
RESOLUTION NO.
Registrar. Whenever any Bonds are so surrendered for exchange, the City shall execute (if
necessary), and the Bond Registrar shall authenticate, insert the date of registration of, and
deliver the Bonds which the Holder making the exchange is entitled to receive.
All Bonds surrendered upon any exchange or transfer provided for in this
resolution shall be promptly cancelled by the Bond Registrar and thereafter disposed of as
directed by the City.
All Bonds delivered in exchange for or upon transfer of Bonds shall be valid
general obligations of the City evidencing the same debt, and entitled to the same benefits under
this resolution, as the Bonds surrendered for such exchange or transfer.
Every Bond presented or surrendered for transfer or exchange shall be duly
endorsed or be accompanied by a written instrument of transfer, in form satisfactory to the Bond
Registrar, duly executed by the Holder thereof or his, her or its attorney duly authorized in
writing.
The Bond Registrar may require payment of a sum sufficient to cover any tax or
other governmental charge payable in connection with the transfer or exchange of any Bond and
any legal or unusual costs regarding transfers and lost Bonds.
Transfers shall also be subject to reasonable regulations of the City contained in
any agreement with the Bond Registrar, including regulations which permit the Bond Registrar
to close its transfer books between record dates and payment dates.
11. Rights Unon Transfer or Exchange. Each Bond delivered upon transfer of
or in exchange for or in lieu of any other Bond shall carry all the rights to interest accrued and
unpaid, and to accrue, which were carried by such other Bond.
12. Interest Payment; Record Date. Interest on any Bond shall be paid on
each Interest Payment Date by check or draft mailed to the person in whose name the Bond is
registered (the "Holder") on the registration books of the City maintained by the Bond Registrar
and at the address appearing thereon at the close of business on the fifteenth (15th) day of the
calendar month next preceding such Interest Payment Date (the "Regular Record Date"). Any
such interest not so timely paid shall cease to be payable to the person who is the Holder thereof
as of the Regular Record Date, and shall be payable to the person who is the Holder thereof at
the close of business on a date (the "Special Record Date") fixed by the Bond Registrar
whenever money becomes available for payment of the defaulted interest. Notice of the Special
Record Date shall be given by the Bond Registrar to the Holders not less than ten (10) days prior
to the Special Record Date.
13. Treatment of Registered Owner. The City and Bond Registrar may treat
the person in whose name any Bond is registered as the owner of such Bond for the purpose of
receiving payment of principal of and premium, if any, and interest (subject to the payment
provisions in paragraph 12 above with respect to interest payment and record date) 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.
RESOLUTION NO. 2003-196
14. Deliverv: Annlication of Proceeds. The Bonds when so prepared and
executed shall be delivered by the District Finance Director to the Purchaser upon receipt of the
purchase price, and the Purchaser shall not be obliged to see to the proper application thereof.
15. Fund and Accounts. For the convenience and proper administration of the
moneys to be borrowed and repaid on the Bonds and the Refunded Bonds, and to make adequate
and specific security to the Purchaser and holders from time to time of the Bonds and Refunded
Bonds, there is hereby created a special fund to be designated the "General Obligation Police and
Fire Building Refunding Bonds, Series 2004A Fund" (the "Fund") to be administered and
maintained by the District Finance Director as a bookkeeping account separate and apart from all
other funds maintained in the official financial records of the City. The Fund shall be maintained
in the manner herein specified until all of the Refunded Bonds and the Bonds herein authorized
and the interest thereon shall have been fully paid. There shall be maintained in the Fund two
separate accounts, to be designated the "Escrow Account" and "Debt Service Account",
respectively.
(i) Escrow Account. The Escrow Account shall be maintained as an
escrow account with U.S. Bank National Association (the "Escrow Agent") in
Saint Paul, Minnesota, which is a suitable financial institution within or without
the State whose deposits are insured by the Federal Deposit Insurance
Corporation and whose combined capital and surplus is not less than $500,000.
All proceeds of the sale of the Bonds shall be received by the Escrow Agent and
applied to fund the Escrow Account or to pay costs of issuing the Bonds.
Proceeds of the Bonds not used to pay costs of issuance are hereby irrevocably
pledged and appropriated to the Escrow Account, together with all investment
earnings thereon. The Escrow Account shall be invested in securities maturing or
callable at the option of the holder on such dates and bearing interest at such rates
as shall be required to provide sufficient funds, together with any cash or other
funds retained in the Escrow Account, (i) to pay when due the interest to accrue
on each Bond herein authorized to and including February 1, 2005; and (ii) to pay
when called for redemption on February 1, 2005, the principal amount of the
Refunded Bonds. From the Escrow Account there shall be paid (1) all interest on
the Bonds herein authorized to and including February 1, 2005, and (2) the
principal of the Refunded Bonds due by reason of their call for redemption on
February 1, 2005. The Escrow Account shall be irrevocably appropriated to the
payment of the principal of and interest on the Bonds herein authorized until the
proceeds of the Bonds are applied to payment of the Refunded Bonds. The
moneys in the Escrow Account shall be used solely for the purposes herein set
forth and for no other purpose, except that any surplus in the Escrow Account
may be remitted to the City, all in accordance with an agreement (the "Escrow
Agreement") by and between the City and Escrow Agent, a form of which
agreement is on file in the office of the Clerk. Any moneys remitted to the City
upon termination of the Escrow Agreement shall be deposited in the Debt Service
Account.
(ii) Debt Service Account. To the Debt Service Account there is
hereby pledged and irrevocable appropriated and there shall be credited: (1) any
RESOLUTION NO.
balance remitted to the City upon the termination of the Escrow Agreement; (2)
any balance remaining on February 2, 2005, in the Debt Service Account of the
General Obligation Police and Fire Building Bonds, Series 1997B Fund created
by the Prior Resolution, which resolution authorized the issuance of the Prior
Bonds; (3) all investment earnings on funds in the Debt Service Account; (4) any
taxes hereafter levied for the payment of the Bonds in the event the monies
heretofore pledged are insufficient for the payment thereof; (5) any and all other
moneys which are properly available and are appropriated by the governing body
of the District to the Debt Service Account. The amount of any surplus remaining
in the Debt Service Account when the Bonds and interest thereon are paid shall be
used consistent with Minnesota Statutes, Section 475.61, Subdivision 4.
The moneys in the Debt Service Account shall be used solely to pay the principal of and interest
on the Bonds or any other bonds hereafter issued and made payable from the Fund. No portion
of the proceeds of the Bonds shall be used directly or indirectly to acquire higher yielding
investments or to replace funds which were used directly or indirectly to acquire higher yielding
investments, except (1) for a reasonable temporary period until such proceeds are needed for the
purpose for which the Bonds were issued, and (2) in addition to the above, in an amount not
greater than the lesser of five percent (5%) of the proceeds of the Bonds or $100,000. To this
effect, any proceeds of the Bonds and any sums from time to time held in the Fund (or any other
City account which will be used to pay principal and interest to become due on the Bonds) in
excess of amounts which under the applicable federal arbitrage regulations may be invested
without regard as to yield shall not be invested in excess of the applicable yield restrictions
imposed by the arbitrage regulations on such investments after taking into account any
applicable "temporary periods" or "minor portion" made available under the federal arbitrage
regulations. In addition, the proceeds of the Bonds and money in the 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. Prior Bonds: Securitv. 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.
17. Tax Levv: Coveraue Test: Cancellation of Certain Tax Levies. To provide
moneys for payment of the principal and interest on the Bonds there is hereby levied upon all of
the taxable property in the City a direct annual ad valorem tax which shall be spread upon the tax
rolls and collected with and as part of other general property taxes in the City for the years and in
the amounts as follows:
RESOLUTION NO. 2003-196
Year of Tax Year of Tax
Levy Collection Amount
2004 2005 $759,073.88
2005 2006 $757,393.88
2006 2007 $753,955.13
2007 2008 $748,705.13
2008 2009 $760,990.13
2009 2010 $740,830.13
2010 2011 $767,248.13
2011 2012 $759,622.50
The tax levies are such that if collected in full they, together with estimated
collections of other revenues herein pledged for the payment of the Bonds, will produce at least
five percent (5%) in excess of the amount needed to meet when due the principal and interest
payments on the Bonds. The tax levies shall be irreparable so long as any of the Bonds are
outstanding-and unpaid, provided that the City reserves the right and power to reduce the levies
in the manner and to the extent permitted by Minnesota Statutes, Section 475.6 1, Subdivision 3.
Upon payment of the Prior Bonds on February 1, 2005, the taxes levied in
paragraph 4.02 of the Prior Resolution authorizing the issuance of the Prior Bonds, in the years
2004 through 2011 for collection in 2005 through 2012 shall be cancelled.
18. General Obligation Pledge. For the prompt and full payment of the
principal of 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
Escrow Account or 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 Escrow Account or Debt Service
Account when a sufficient balance is available therein.
19. Securities; Escrow Agent. Securities purchased from moneys in the
Escrow Account shall be limited to securities set forth in Minnesota Statutes, Section 475.67,
Subdivision 8, and any amendments or supplements thereto. Securities purchased from the
Escrow Account shall be purchased simultaneously with the delivery of the Bonds. The City has
investigated the facts and hereby finds and determines that the Escrow Agent is a suitable
financial institution to act as escrow agent.
20. Redemption of Prior Bonds. The Prior Bonds which mature in 2006 and
thereafter shall be redeemed and prepaid on February 1, 2005, in accordance with the terms and
conditions set forth in the Notices of Call for Redemption attached hereto as Exhibit A which
terms and conditions are hereby approved and incorporated herein by reference.
21. Escrow Agreement. On or prior to the delivery of the Bonds the Mayor
and Clerk shall, and are hereby authorized and directed to, execute on behalf of the City the
Escrow Agreement. The Escrow Agreement is hereby approved and adopted and made a part of
RESOLUTION NO.
this resolution, and the City covenants that it will promptly enforce all provisions thereof in the
event of default thereunder by the Escrow Agent.
22. Purchase of SLGS or Onen Market Securities. Springsted Incorporated, as
agent for the City, is hereby authorized and directed to purchase on behalf of the City and in its
name the appropriate United States Treasury Securities, State and Local Government Series
and/or open market securities as provided in paragraph 19 above (with respect to securities and
escrow agent), from the proceeds of the Bonds and, to the extent necessary, other available
funds, all in accordance with the provisions of this resolution and the Escrow Agreement and to
execute all such documents (including the appropriate subscription form) required to effect such
purchase in accordance with the applicable U.S. Treasury Regulations.
23. Certificate of Registration. The Clerk is hereby directed to file a certified
copy of this resolution with the County Auditor of Hennepin County, Minnesota, together with
such other information as he or she shall require, and to obtain the County Auditor's Certificate
that the Bonds have been entered in the County Auditor's Bond Register, that the tax levy for the
Refunded Bonds has been cancelled to the extent provided herein, and the tax levy required by
law has been made.
24. Records and Certificates. The officers of the District are hereby
authorized and directed to prepare and furnish to the Purchaser, and to the attorneys approving
the legality of the issuance of the Bonds, certified copies of all proceedings and records of the
City relating to the Bonds and to the financial condition and affairs of the City, and such other
affidavits, certificates and information as are required to show the facts relating to the legality
and marketability of the Bonds as the same appear from the books and records under their
custody and control or as otherwise known to them, and all such certified copies, certificates and
affidavits, including any heretofore furnished, shall be deemed representations of the City as to
the facts recited therein.
25. Negative Covenant as to Use of Proceeds and Proiect. The City hereby
covenants not to use the proceeds of the Bonds or to use the facilities financed by the Bonds, (the
"Improvements"), or to cause or permit them to be used, or to enter into any deferred payment
arrangements for the cost of the Improvements, in such a manner as to cause the Bonds to be
"private activity bonds" within the meaning of Sections 103 and 141 through 150 of the Code.
26. Tax-Exempt Status of the Bonds; Rebate. The Issuer is subject to the
rebate requirement imposed by Section 148(f) of the Code. The Issuer shall pay to the United
States rebates of excess investment earnings in amounts at least equal to the amounts, and at
times no later than the times, required by Section 148(f) of the Code and any regulations
promulgated pursuant thereto. The Issuer will purchase investments at fair market value as
defined in Section 1.148-5(d)(6). The Issuer shall make a determination of the yield on the
Bonds and the yield on investments within sixty (60) days after the end of each fifth bond year
and finally within sixty (60) days of the final payment or redemption of the Bonds, and shall
maintain records thereof until six (6) years after the retirement of the last of the Bonds. If
regulations permit the Issuer to comply with the rebate requirement in a different manner, the
Issuer may do so. The Issuer 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
RESOLUTION NO. 2003-196
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.
27. Defeasance. When all Bonds have been discharged as provided in this
paragraph, all pledges, covenants and other rights granted by this resolution to the registered
holders of the Bonds shall, to the extent permitted by law, cease. The City may discharge its
obligations with respect to any Bonds which are due on any date by irrevocably depositing with
the Bond Registrar on or before that date a sum sufficient for the payment thereof in full; or if
any Bond should not be paid when due, it may nevertheless be discharged by depositing with the
Bond Registrar a sum sufficient for the payment thereof in full with interest accrued to the date
of such deposit. The City may also 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, subject to sale and/or reinvestment, to pay all amounts to become due
thereon to maturity or, if notice of redemption as herein required has been duly provided for, to
such earlier redemption date.
28. Continuing Disclosure.
(a) The City is the sole obligated person with respect to the Bonds. The City
hereby agrees, in accordance with the provisions of Rule 15c2-12 (the "Rule"),
promulgated by the Securities and Exchange Commission (the "Commission") pursuant
to the Securities Exchange Act of 1934, as amended, and a Continuing Disclosure
Undertaking (the "Undertaking") hereinafter described to:
(1) provide or cause to be provided 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.
(2) 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.
(3) 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 Issuer to
provide the annual financial information with respect to the Issuer described in the
Undertaking.
(4) The City agrees that its covenants pursuant to the Rule set forth in
this paragraph and in the Undertaking are intended to be for the benefit of the
holders and any other beneficial owners of the Bonds and shall be enforceable on
RESOLUTION NO.
behalf of such holders and beneficial owners; provided that the right to enforce
the provisions of these covenants shall be limited to a right to obtain specific
enforcement of the City's obligations under the covenants.
(b) The Mayor and Clerk 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.
29. Designation as Oualified 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 2004 will not exceed $10,000,000;
and
(e) not more than $10,000,000 of obligations issued by the City during
this calendar year 2004 have been designated for purposes of Section 265(b)(3) of
the Code; and
(f) the aggregate face amount of the Bonds does not exceed
$10,000,000.
The City shall use its best efforts to comply with any federal procedural requirements which may
apply in order to effectuate the designation made by this paragraph.
30. Subnlemental Resolution. The Prior Resolutions authorizing the issuance
of the Prior Bonds are hereby supplemented to the extent necessary to give effect to the
provisions of this resolution.
31. Severabilitv. 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.
RESOLUTION NO. 2003-196
32. 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.
December 8, 2003
Date
1
~1GUl/))1~(vV
ATTEST:
City Clerk
a MaySr
The motion for the adoption of the foregoing resolution was duly seconded by member
Diane Niesen
and upon vote being taken thereon, the following voted in favor thereof:
Myrna Kragness, Kay Lasman, Diane Niesen, and Bob Peppe;
and the following voted against the same: none;
whereupon said resolution was declared duly passed and adopted.
1
RESOLUTION NO.
EXHIBIT A
NOTICE OF CALL FOR REDEMPTION
GENERAL OBLIGATION POLICE AND FIRE BUILDING
BONDS, SERIES 1997B
CITY OF BROOKLYN CENTER,
HENNEPIN COUNTY, MINNESOTA
NOTICE IS HEREBY GIVEN that by order of the City of Brooklyn Center, Hennepin County,
Minnesota, there have been called for redemption and prepayment on
February 1, 2005
those outstanding bonds of the City designated as General Obligation Police and Fire Building
Bonds, Series 1997B, dated December 1, 1997, having stated maturity dates in the years 2006
through 2013, and totalling $4,910,000 in principal amount. The bonds are being called at a
price of par plus accrued interest to February 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 Wells Fargo Bank Minnesota, National Association (formerly
Norwest Bank Minnesota, N.A.), in Minneapolis, Minnesota, on or before February 1, 2005.
Dated: December 8, 2003 BY ORDER OF THE CITY OF BROOKLYN
CENTER
/s/ Sharon Knutson
Clerk
RESOLUTION NO
AWARD:
U.S. BANCORP PIPER JAFFRAY INC.
ALE:
idder
U.S. BANCORP PIPER JAFFRAY INC.
UMB BANK, N.A.
WELLS FARGO BROKERAGE SERVICES,
LLC
2003-196
$5,080,000'
CITY OF BROOKLYN CENTER, MINNESOTA
GENERAL OBLIGATION POLICE AND FIRE BUILDING
REFUNDING BONDS, SERIES 2004A
(BOOK ENTRY ONLY)
December 8, 2003
Interest
Rates
2.00%
2006
2.25%
2007
2.50%
2008
3.00%
2009-2010
3.10%
2011
3.25%
2012
3.35%
2013
1.70%
2006
2.10%
2007
2.40%
2008
2.70%
2009
2.95%
2010
3.10%
2011
3.30%
2012
3.45%
2013
1.65%
2006
2.00%
2007
2.50%
2008
2.75%
2009
3.00%
2010
3.20%
2011
3.35%
2012
3.50%
2013
Price
$5,070,718.85
ATTACHMENT I
Moody's Rating: Al
Net Interest True Interest
Cost Rate
$886,808.44 3.0347%
$5,044,948.00 $901,591.58 3.0918%
$5,050,691.55 $910,029.91 3.1178%
(Continued)
CORPORATE OFFICE: SAINT PAUL, MN • Visit our website at www.springsted.com
DES MOINES, IA • MILWAUKEE, WI • MINNEAPOLIS, MN • OVERLAND PARK, KS • VIRGINIA BEACH, VA • WASHINGTON, DC
RESOLUTION NO.
Bidder
LEGG MASON WOOD WALKER, INC
CRONIN & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.
CITIGROUP GLOBAL MARKETS, INC.
CIBC WORLD MARKETS
CITIZENS BANK
KIRLIN SECURITIES, INC.
SUNTRUST CAPITAL MARKETS, INC.
STEPHENS, INC.
WILLIAM R. HOUGH & CO.
FIRST TRUST PORTFOLIOS, L.P.
HARRIS TRUST & SAVINGS BANK
Isaak Bond Investments, Inc.
Axelrod Associates, Inc.
Bankers' Bank
RBC DAIN RAUSCHER INC.
ROBERT W. BAIRD & COMPANY,
INCORPORATED
GRIFFIN, KUBIK, STEPHENS &
THOMPSON, INC.
Interest
Rates
3.00%
2006-2010
3.10%
2011
3.35%
2012
3.45%
2013
2.00%
2006
2.50%
2007-2008
3.00%
2009-2010
3.40%
2011-2012
3.45%
2013
2.25% 2006
2.50% 2007-2008
2.625% 2009
2.90% 2010
3.15% 2011
3.30% 2012
3.40% 2013
2.00% 2006
2.50% 2007
2.75% 2008
3.00% 2009
3.25% 2010
3.30% 2011
3.35% 2012
3.40% 2013
2.00% 2006
2.25% 2007
2.50% 2008
2.75% 2009
3.00% 2010
3.25% 2011
3.40% 2012
3.50% 2013
2.125% 2006
2.50% 2007
3.00% 2008-2009
3.25% 2010
3.50% 2011
3.625% 2012
3.75% 2013
2.50% 2006-2007
3.00% 2008-2009
3.25% 2010-2011
3.40% 2012
3.60% 2013
ATTACHMENT I
Net Interest True Interest
Price Cost Rate
$5,099,047.51 $908,443.12 3.1036%
$5,072,230.70 $918,518.05 3.1417%
$5,039,360.00 $918,336.88 3.1549%
$5,072,376.65 $923,597.72 3.1609%
1
$5,045,936.15 $928,650.73 3.1852%
$5,112,100.10 $938,587.92 3.1932%
$5,072,352.10 $949,136.03 3.2488%
(Continued)
RESOLUTION NO. 2003-196
- - - -
REOFFERING SCHEDULE OF THE PURCHASER
Rate
Year Yield
2.00%
2006
1.70%
2.25%
2007
2.00%
2.50%
2008
2.35%
3.00%
2009
2.60%
3.00%
2010
2.90%
3.10%
2011
3.15%
3.25%
2012
3.30%
3.35%
2013
3.40%
ATTACHMENT I
BBI: 4.73%
Average Maturity: 5.738 Years
* Subsequent to bid opening, the issue size decreased from $5,080,000 to $5,045,000. The February 1, 2009 maturity
decreased by $10,000, the February 1, 2011 maturity decreased by $15,000, and the February 1, 2013 maturity
decreased by $10,000.
1