HomeMy WebLinkAbout2016-148 CCRMember Lin Myszkowski introduced the following resolution and
moved its adoption:
RESOLUTION NO. _2016-148
RESOLUTION AWARDING THE SALE OF $5,425,000 GENERAL
OBLIGATION IMPROVEMENT AND UTILITY REVENUE BONDS, SERIES
2016A FIXING THEIR FORM AND SPECIFICATIONS; DIRECTING THEIR
EXECUTION AND DELIVERY; AND PROVIDING FOR THEIR PAYMENT
BE IT RESOLVED By the City Council of the City of Brooklyn Center, Hennepin
County, Minnesota (the "City") in regular meeting assembled as follows:
Section 1. Background.
1.01 The City is authorized by Minnesota Statutes, Chapters 429 (the "Improvement
Act") to provide financing for various public street improvements in the City (the
"Improvements").
1.02 The City is authorized by Minnesota Statutes, Section 444.075 and Minnesota
Statutes, Chapter 475, as amended (the "Utility Act"), to finance sanitary sewer, storm drainage
and water systems improvements of the City (the "Utility Improvements") by the issuance of
general obligation bonds of the City payable from the net revenues of the sanitary sewer, storm
drainage and water utility systems of the City.
1.03 The City is authorized by Minnesota Statutes, Section 475.60, subdivision 2(9) to
negotiate the sale of the Bonds, it being determined that the City has retained an independent
financial advisor in connection with such sale. The actions of the City staff and the City's
financial advisor in negotiating the sale of the Bonds are ratified and confirmed in all aspects.
Section 2. Sale of Bonds.
2.01 It is hereby determined that it is necessary to provide financing for the
Improvements and the Utility Improvements and to finance those improvements through the
issuance of the City's $5,425,000 General Obligation Improvement and Utility Revenue Bonds,
Series 2016A (the "Bonds").
RESOLUTION NO. 2016-148
2.02. Acceptance of Offer. The proposal of FTN Financial Capital Markets in
Memphis, Tennessee (the "Purchaser") to purchase the Bonds is hereby found and determined to
be a reasonable offer and is hereby accepted, the proposal being to purchase the Bonds at a price
of $5,609,515.69, for Bonds bearing interest as follows:
Year of Interest Year of Interest
Maturity Rate Maturity Rate
2018 2.00%2023 2.00%
2019 2.00 2024 2.00
2020 2.00 2025 2.00
2021 2.00 2026 2.00
2022 2,00 2027 2.00
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).
2.03. Purchase Contract. Any original issue premium and any rounding amount shall be
credited to the Debt Service Fund hereinafter created, or deposited in the accounts in the
Construction Fund hereinafter created, as determined by the City's municipal advisor and the City
Finance Director. The City Finance Director is directed to retain the good faith check of the
Purchaser, pending completion of the sale of the Bonds, and to return the good faith checks of
the unsuccessful proposers. The Mayor and City Finance Director are authorized to execute a
contract with the Purchaser on behalf of the City.
2.04. Terms of Bonds. The City will forthwith issue and sell the Bonds pursuant to
Minnesota Statutes, Chapters 429, 444 and 475 (together, the "Act"), in the total principal
amount of $5,425,000, originally dated the date of delivery, the Bonds being in fully registered
form and issued in the denomination of $5,000 or any integral multiple thereof, numbered No. R-
1 and upward, bearing interest as above set forth, and maturing on February 1 in the years and
amounts as follows:
Year Amount Year Amount
2018 $460,000 2023 $550,000
2019 505,000 2024 565,000
2020 525,000 2025 570,000
2021 530,000 2026 580,000
2022 545,000 2027 595,000
RESOLUTION NO. 2016-148
$1,820,000 of the Bonds (the "Improvement Bonds") maturing in the amounts and on the dates
set forth below are being issued to finance the cost of the Improvements:
Year Amount Year Amount
2018 $155,000 2023 $185,000
2019 170,000 2024 190,000
2020 175,000 2025 190,000
2021 180,000 2026 195,000
2022 180,000 2027 200,000
$3,605,000 of the Bonds (the "Utility Improvement Bonds") maturing in the amounts and on the
dates set forth below are being issued to finance the cost of the Utility Improvements:
Year Amount Year Amount
2018 $305,000 2023 $365,000
2019 335,000 2024 375,000
2020 350,000 2025 380,000
2021 350,000 2026 385,000
2022 365,000 2027 395,000
2.05. Optional Redemption. The City may elect on February 1, 2025, and on any day
thereafter to prepay Bonds maturing on or after February 1, 2026. Redemption may be in whole or
in part and if in part, at the option of the City and in such manner as the City will determine. If less
than all Bonds of a maturity are called for redemption, the City will notify DTC (as defined in
Section 7 hereof) of the particular amount of such maturity to be prepaid. DTC will determine by
lot the amount of each participant's interest in such maturity to be redeemed and each participant
will then select by lot the beneficial ownership interests in such maturity to be redeemed.
Prepayments will be at a price of par plus accrued interest.
Section 3. Form; Registration.
3.01. Registered Form. The Bonds will be issued only in fully registered form. The
interest thereon and, upon surrender of each Bond, the principal amount thereof is payable by
check or draft issued by the Registrar described herein.
3.02. Dates; Interest Payment Dates. Each Bond will be dated as of the last interest
payment date preceding the date of authentication to which interest on the Bond has been paid or
made available for payment, unless (i) the date of authentication is an interest payment date to
which interest has been paid or made available for payment, in which case the Bond will be
dated as of the date of authentication, or (ii) the date of authentication is prior to the first interest
payment date, in which case the Bond will be dated as of the date of original issue. The interest
on the Bonds is payable on February 1 and August 1 in each year, commencing August 1, 2017,
to the registered owners of record thereof as of the close of business on the 15th day of the
immediately preceding month, whether or not that day is a business day.
RESOLUTION NO. 2016-148
3.03. Registration. The City will appoint a bond registrar, transfer agent, authenticating
agent and paying agent (the "Registrar"). The effect of registration and the rights and duties of
the City and the Registrar with respect thereto are as follows:
(a)Register. The Registrar will keep at its principal corporate trust office a
bond register in which the Registrar provides for the registration of ownership of Bonds
and the registration of transfers and exchanges of Bonds entitled to be registered,
transferred or exchanged.
(b)Transfer of Bonds. Upon surrender for transfer of any Bond duly
endorsed by the registered owner thereof or accompanied by a written instrument of
transfer, in form satisfactory to the Registrar, duly executed by the registered owner
thereof or by an attorney duly authorized by the registered owner in writing, the Registrar
will authenticate and deliver, in the name of the designated transferee or transferees, one
or more new Bonds of a like aggregate principal amount and maturity, as requested by
the transferor. The Registrar may, however, close the books for registration of any
transfer after the 15 th day of the month preceding each interest payment date and until
that interest payment date.
(c)Exchange of Bonds. Whenever any Bonds are surrendered by the
registered owner for exchange the Registrar will authenticate and deliver one or more
new Bonds of a like aggregate principal amount and maturity as requested by the
registered owner's attorney in writing.
(d)Cancellation. All Bonds surrendered upon a transfer or exchange will be
promptly cancelled by the Registrar and thereafter disposed of as directed by the City.
(e)Improper or Unauthorized Transfer. When any Bond is presented to the
Registrar for transfer, the Registrar may refuse to transfer the same until it is satisfied that
the endorsement on such Bond or separate instrument of transfer is valid and genuine and
that the requested transfer is legally authorized. The Registrar will incur no liability for
the refusal, in good faith, to make transfers which it, in its judgment, deems improper or
unauthorized.
(f)Persons Deemed Owners. The City and the Registrar may treat the person
in whose name any Bond is at any time registered in the bond register as the absolute
owner of such Bond, whether such Bond is overdue or not, for the purpose of receiving
payment of, or on account of, the principal of and interest on such Bond and for all other
purposes, and all such payments so made to any such registered owner or upon the
owner's order will be valid and effectual to satisfy and discharge the liability upon the
Bond to the extent of the sum or sums to be paid.
(g) Taxes, Fees and Charges. The Registrar may impose a charge upon the
owner thereof for every transfer or exchange of Bonds, sufficient to reimburse the
Registrar for any tax, fee or other governmental charge required to be paid with respect to
such transfer or exchange.
RESOLUTION NO. 2016-148
(h)Mutilated, Lost, Stolen or Destroyed Bonds. In case any Bond becomes
mutilated or is destroyed, stolen or lost, the Registrar will deliver a new Bond of like
amount, number, maturity date and tenor in exchange and substitution for and upon
cancellation of any such mutilated Bond or in lieu of and in substitution for any such
Bond destroyed, stolen or lost, upon the payment of the reasonable expenses and charges
of the Registrar in connection therewith; and, in the case of a Bond destroyed, stolen or
lost, upon filing with the Registrar of evidence satisfactory to it that such Bond was
destroyed, stolen or lost, and of the ownership thereof, and upon furnishing to the
Registrar of an appropriate bond or indemnity in form, substance and amount satisfactory
to it and as provided by law, in which both the City and the Registrar will be named as
obligees. All Bonds so surrendered to the Registrar will be cancelled by it and evidence
of such cancellation must be given to the City. If the mutilated, destroyed, stolen or lost
bond has already matured or been called for redemption in accordance with its terms it
will not be necessary to issue a new Bond prior to payment.
(i)Redemption. In the event any of the Bonds are called for redemption,
notice thereof identifying the Bonds to be redeemed will be given by the Registrar by
mailing a copy of the redemption notice by first class mail (postage prepaid) to the
registered owner of each Bond to be redeemed at the address shown on the registration
books kept by the Registrar and by publishing the notice if required by law. Failure to
give notice by publication or by mail to any registered owner, or any defect therein, will
not affect the validity of the proceedings for the redemption of Bonds. Bonds so called
for redemption will cease to bear interest after the specified redemption date, provided
that the funds for the redemption are on deposit with the place of payment at that time.
3.04. Appointment of Initial Registrar. The City appoints U.S. Bank National
Association, St. Paul, Minnesota, as the initial Registrar. The Mayor and the City Manager are
authorized to execute and deliver, on behalf of the City, a contract with the Registrar. Upon
merger or consolidation of the Registrar with another corporation, if the resulting corporation is a
bank or trust company authorized by law to conduct such business, the resulting corporation is
authorized to act as successor Registrar. The City agrees to pay the reasonable and customary
charges of the Registrar for the services performed. The City reserves the right to remove the
Registrar upon 30 days' notice and upon the appointment of a successor Registrar, in which
event the predecessor Registrar must deliver all cash and Bonds in its possession to the successor
Registrar and must deliver the bond register to the successor Registrar. On or before each
principal or interest due date, without further order of this Council, the City Finance Director
must transmit to the Registrar monies sufficient for the payment of all principal and interest then
due.
3.05. Execution, Authentication and Delivery. The Bonds will be prepared under the
direction of the City Finance Director and will be executed on behalf of the City by the
signatures of the Mayor and the City Manager, provided that all signatures may be printed,
engraved or lithographed facsimiles of the originals. If an officer whose signature or a facsimile
of whose signature appears on the Bonds will cease to be such officer before the delivery of any
Bond, that signature or facsimile will nevertheless be valid and sufficient for all purposes, the
same as if the officer had remained in office until delivery. Notwithstanding such execution, no
RESOLUTION NO. 2016-148_
Bond will be valid or obligatory for any purpose or entitled to any security or benefit under this
Resolution unless and until a certificate of authentication on a Bond has been duly executed by
the manual signature of an authorized representative of the Registrar. Certificates of
authentication on different Bonds need not be signed by the same representative. The executed
certificate of authentication on each Bond will be conclusive evidence that it has been
authenticated and delivered under this Resolution. When the Bonds have been so prepared,
executed and authenticated, the City Finance Director will deliver the same to the Purchaser
thereof upon payment of the purchase price in accordance with the contract of sale heretofore
made and executed, and the Purchaser will not be obligated to see to the application of the
purchase price.
3.06. Temporary Bonds. The City may elect to deliver in lieu of printed definitive
Bonds one or more typewritten temporary Bonds in substantially the form set forth in Exhibit B
attached hereto with such changes as may be necessary to reflect more than one maturity in a
single temporary bond. Upon the execution and delivery of definitive Bonds the temporary
Bonds will be exchanged therefor and cancelled.
3.07. Form of Bonds. The Bonds will be printed or typewritten in substantially the
form set forth in Exhibit B attached hereto.
3.08. Approving Legal Opinion. The City Finance Director will obtain a copy of the
proposed approving legal opinion of Kennedy & Graven, Chartered, Minneapolis, Minnesota,
which will be complete except as to dating thereof and will cause the opinion to be printed on or
accompany each Bond.
Section 4. Funds and Accounts Security Payment.
4.01. Debt Service Fund. The Bonds will be payable from the General Obligation
Improvement and Utility Revenue Bonds, Series 2016A Debt Service Fund (the "Debt Service
Fund") hereby created. The Debt Service Fund shall be administered and maintained by the
Finance Director as a bookkeeping account separate and apart from all other funds maintained in the
official financial records of the City. The City will maintain the following accounts in the Debt
Service Fund: the "Assessable Improvements Account" and the "Utility Improvements Account."
Amounts in the Assessable Improvements Account are irrevocably pledged to the Improvement
Bonds and amounts in the Utility Improvements Account are irrevocably pledged to the Utility
Improvement Bonds.
(a) Assessable Improvements Account. The Finance Director shall timely
deposit in the Assessable Improvements Account of the Debt Service Fund hereby created,
general taxes hereafter levied (the "Taxes") and allocated to the payment of debt service on
the Improvement Bonds, which are pledged to the Assessable Improvements Account.
There is also appropriated to the Assessable Improvements Account (i) a pro rata portion
any amount over the minimum purchase price paid by the Purchaser, to the extent
designated for deposit in the Debt Service Fund in accordance with Section 2.03 hereof, (ii)
a pro rata share of the accrued interest on the Bonds; (iii) all investment earnings on funds in
the Assessable Improvements Account; and (iv) any and all other moneys which are
RESOLUTION NO. 2016-148
properly available and are appropriated by the City Council to the Assessable Improvements
Account.
(b) Utility Improvements Account, The City will continue to maintain and
operate its sanitary sewer, storm drainage and water utility fund or funds, to which will be
credited all gross revenues of the sanitary sewer, storm drainage and water utility systems
(the "Utility Systems"), and out of which will be paid all normal and reasonable expenses of
current operations of such systems. Any balances therein are deemed net revenues (the "Net
Revenues") and will be transferred, from time to time, to the Utility Improvement Account
of the Debt Service Fund, which Utility Improvements Account will be used only to pay
principal of and interest on the Utility Improvement Bonds, and any other bonds similarly
authorized. There will always be retained in the Utility Improvements Account a
sufficient amount to pay principal of and interest on all of the Utility Improvement
Bonds, and the Finance Director must report any current or anticipated deficiency in the
Utility Improvements Account to the City Council. If a payment of principal or interest
on the Utility Improvement Bonds becomes due when there is not sufficient money in the
Utility Improvements Account in the Debt Service Fund to pay the same, the City
Finance Director is directed to pay such principal or interest from the general fund of the
City, and the general fund will be reimbursed for the advances out of the proceeds of net
revenues of the Sanitary Sewer, Storm Drainage and Water Utility Fund and taxes when
collected. There is also appropriated to the Utility Improvements Account (i) a pro rata
portion of any amount over the minimum purchase price paid by the Purchaser, to the extent
designated for deposit in the Debt Service Fund in accordance with Section 2.03 hereof; (ii)
a pro rata share of the accrued interest on the Bonds; (iii) all investment earnings on funds in
the Utility Improvements Account; and (iv) any and all other moneys which are properly
available and are appropriated by the City Council to the Utility Improvements Account,
4.02. Construction Fund. The City hereby creates the General Obligation Improvement
and Utility Revenue Bonds, Series 2016A Construction Fund (the "Construction Fund") to be
administered and maintained by the Finance Director as a bookkeeping account separate and apart
from all other funds maintained in the official financial records of the City. The City will maintain
the following accounts in the Construction Fund: the "Assessable Improvements Account" and the
"Utility Improvements Account." Amounts in the Assessable Improvements Account will be used
to construct the Improvements and amounts in the Utility Improvements Account will be used to
construct the Utility Improvements.
(a) Assessable Improvements Account. Proceeds of the Improvement Bonds,
less the appropriations made in Section 4.01(a) hereof; together with any other funds
appropriated for the Improvements and the special assessments levied against the property
specially benefited by the Improvements (the "Assessments") and Taxes collected during the
construction of the Assessable Improvements, will be deposited in the Assessable
Improvements Account of the Construction Fund to be used solely to defray expenses of the
Improvements and the payment of principal of and interest on the Improvement Bonds prior
to the completion and payment of all costs of the Improvements. Any balance remaining in
the Assessable Improvements Account after completion of the Improvements may be used
to pay the cost in whole or in part of any other improvement instituted under the
RESOLUTION NO. 2016-148
Improvement Act, under the direction of the City Council. When the Improvements are
completed and the cost thereof paid, the Assessable Improvements Account of the
Construction Fund is to be closed and any subsequent collections of the Assessments for the
Improvements are to be deposited in the Assessable Improvements Account of the Debt
Service Fund.
(b) Utility Improvements Account. Proceeds of the Utility Improvements
Bonds, less the appropriations made in Section 4.01(b) hereof, will be deposited in the
Utility Improvements Account of the Construction Fund to be used solely to defray
expenses of the Utility Improvements. When the Utility Improvements are completed and
the cost thereof paid, the Utility Improvements Account of the Construction Fund is to be
closed and any funds remaining may be deposited in the Utility Improvements Account of
the Debt Service Fund.
4.03. Tax Levy.
(a) For the purpose of paying the principal of and interest on the Improvement
Bonds, there is hereby levied a direct annual irrepealable ad valorem tax upon all of the
taxable property in the City, which will be spread upon the tax rolls and collected with and
as part of other general taxes of the City. Such tax will be credited to the Assessable
Improvements Account of the Debt Service Fund above provided and will be in the years
and amounts as follows (year stated being year of levy for collection the following year):
Year
(See Exhibit C)
The tax levy herein provided will be irrepealable until all of the Improvement
Bonds are paid, provided that the City Finance Director may annually, at the time the City
makes its tax levies, certify to the County Auditor the amount available in the Assessable
Improvements Account of the Debt Service Fund to pay principal and interest due during
the ensuing year on the Improvement Bonds, and the County Auditor will thereupon reduce
the levy collectible during such year by the amount so certified.
4.04. City Covenants with Respect to the Improvement Bonds. It is hereby determined
that the Improvements will directly and indirectly benefit abutting property, and the City hereby
covenants with the holders from time to time of the Bonds as follows:
(a) The City has caused or will cause the Assessments for the Improvements to
be promptly levied so that the first installment will be collectible not later than 2017 and will
take all steps necessary to assure prompt collection, and the levy of the Assessments is
hereby authorized. The City Council will cause to be taken with due diligence all further
actions that are required for the construction of each Improvement financed wholly or partly
from the proceeds of the Bonds, and will take all further actions necessary for the final and
valid levy of the Assessments and the appropriation of any other funds needed to pay the
Improvement Bonds and interest thereon when due.
RESOLUTION NO. 2016-148
(b)In the event of any current or anticipated deficiency in Assessments and
Taxes, the City Council will levy ad valorem taxes in the amount of the current or
anticipated deficiency.
(c)The City will keep complete and accurate books and records showing:
receipts and disbursements in connection with the Improvements, Assessments and Taxes
levied therefor and other funds appropriated for their payment, collections thereof and
disbursements therefrom, monies on hand and, the balance of unpaid Assessments.
(d)The City will cause its books and records to be audited at least annually and
will furnish copies of such audit reports to any interested person upon request.
(e)At least 20% of the cost to the City of the Improvements described herein
has been or will be specially assessed against benefited properties.
4.05 City Covenants with Respect to the Utility Improvement Bonds. The City Council
covenants and agrees with the holders of the Bonds that so long as any of the Utility
Improvement Bonds remain outstanding and unpaid, it will keep and enforce the following
covenants and agreements:
(a)The City will continue to maintain and efficiently operate the Utility
Systems as public utilities and conveniences free from competition of other like
municipal utilities and will cause all revenues therefrom to be deposited in bank accounts
and credited to the accounts of the Utility Systems as hereinabove provided, and will
make no expenditures from those accounts except for a duly authorized purpose and in
accordance with this resolution.
(b)The City will also maintain the Debt Service Fund as a separate account in
the Utility Improvements Account and will cause money to be credited thereto from time
to time, out of Net Revenues from the Utility Systems in sums sufficient to pay principal
of and interest on the Utility Improvements Bonds when due.
(c)The City will keep and maintain proper and adequate books of records and
accounts separate from all other records of the City in which will be complete and correct
entries as to all transactions relating to the Utility Systems and which will be open to
inspection and copying by any bondholder, or the bondholders agent or attorney, at any
reasonable time, and it will furnish certified transcripts therefrom upon request and upon
payment of a reasonable fee therefor, and said account will be audited at least annually by
a qualified public accountant and statements of such audit and report will be furnished to
all bondholders upon request.
(d)The City Council will cause persons handling revenues of the Utility
Systems to be bonded in reasonable amounts for the protection of the City and the
bondholders and will cause the funds collected on account of the operations of the Utility
Systems to be deposited in a bank whose deposits are guaranteed under the Federal
Deposit Insurance Law.
RESOLUTION NO. 2016-148
(e)The Council will keep the Utility Systems insured at all times against loss
by fire, tornado and other risks customarily insured against with an insurer or insurers in
good standing, in such amounts as are customary for like plants, to protect the holders,
from time to time, of the Utility Improvement Bonds and the City from any loss due to
any such casualty and will apply the proceeds of such insurance to make good any such
loss.
(f)The City and each and all of its officers will punctually perform all duties
with reference to the Utility Systems as required by law.
(g)The City will impose and collect charges of the nature authorized by
Minnesota Statutes, Section 444.075 at the times and in the amounts required to produce
Net Revenues adequate to pay all principal and interest when due on the Utility
Improvement Bonds and to create and maintain such reserves securing said payments as
may be provided in this resolution.
(h)The City Council will levy general ad valorem taxes on all taxable
property in the City, when required to meet any deficiency in pledged Net Revenues.
(i) The City hereby determines that the estimated collection of net revenues
herein pledged for the payment of principal and interest on the Utility Improvement
Bonds will produce at least 5% in excess of the amount needed to meet, when due, the
principal and interest payments on such portion of the Bonds.
4.06 Registration of Resolution. The City Clerk is directed to file a certified copy of this
resolution with the Auditor of Hennepin County and to obtain the certificate required by Section
475.63 of the Act.
4.07. Debt Service Coverage. It is hereby determined that the estimated collection of the
foregoing Taxes and Assessments will produce at least 5% in excess of the amount needed to pay
when due, the principal and interest payments on the Improvement Bonds and the Net Revenues
herein pledged will produce at least 5% in excess of the amount needed to pay when due the
principal and interest payments on the Utility Improvement Bonds.
4.08. 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 will be and are hereby irrevocably pledged. If the balance in the Debt Service Fund is
ever insufficient to pay all principal and interest then due on the Bonds and any other bonds payable
therefrom, the deficiency will be promptly paid out of monies in the general fund of the City which
are available for such purpose, and such general fund may be reimbursed with or without interest
from the Debt Service Fund when a sufficient balance is available therein.
Section 5. Authentication of Transcript.
5.01. City Proceedings and Records. The officers of the City are hereby authorized and
directed to prepare and furnish to the Purchaser and to the attorneys approving the Bonds,
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certified copies of proceedings and records of the City relating to the Bonds and to the financial
condition and affairs of the City, and such other certificates, affidavits and transcripts as may be
required to show the facts within their knowledge or as shown by the books and records in their
custody and under their control, relating to the validity and marketability of the Bonds and such
instruments, including any heretofore furnished, will be deemed representations of the City as to
the facts stated therein.
5.02. Certification as to Official Statement. The Mayor, City Manager and Finance
Director are hereby authorized and directed to certify that they have examined the Official
Statement, prepared and circulated in connection with the issuance and sale of the Bonds and that
to the best of their knowledge and belief the Official Statement is, as of the date thereof, a
complete and accurate representation of the facts and representations made therein as it relates to
the City.
Section 6. Tax Covenant.
6.01 Tax-Exempt Bonds. The City covenants and agrees with the holders from time to
time of the Bonds that it will not take or permit to be taken by any of its officers, employees, or
agents any action which would cause the interest on the Bonds to become subject to taxation
under the Internal Revenue Code of 1986, as amended (the "Code"), and the Treasury
Regulations promulgated thereunder, in effect at the time of such actions, and that it will take or
cause its officers, employees or agents to take, all affirmative action within its power that may be
necessary to ensure that such interest will not become subject to taxation under the Code and
applicable Treasury Regulations, as presently existing or as hereafter amended and made
applicable to the Bonds. To that end, the City will comply with all requirements necessary under
the Code to establish and maintain the exclusion from gross income of the interest on the Bonds
under Section 103 of the Code, including without limitation requirements relating to temporary
periods for investments, limitations on amounts invested at a yield greater than the yield on the
Bonds.
6.02. Rebate. The City will comply with requirements necessary under the Code to
establish and maintain the exclusion from gross income of the interest on the Bond under Section
103 of the Code, including without limitation requirements relating to temporary periods for
investments, limitations on amounts invested at a yield greater than the yield on the Bonds, and the
rebate of excess investment earnings to the United States unless the Bonds qualify for an exception
to the rebate requirement under the Code and related Treasury Regulations.
6.03. Not Private Activity Bonds. The City further covenants not to use the proceeds of
the bonds or to cause or permit them or any of them to be used, 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.
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6.04. 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 makes the
following factual statements and representations:
(a)the Bonds are not "private activity bonds" as defined in Section 141 of the
Code;
(b)the City hereby designates the Bonds as "qualified tax-exempt
obligations" for purposes of Section 265(b)(3) of the Code;
(c)the reasonably anticipated amount of tax-exempt obligations (other than
private activity bonds, that are not qualified 501(c)(3) bonds) which will be issued by the
City (and all subordinate entities of the City) during calendar year 2016 will not exceed
$10,000,000; and
(d)not more than $10,000,000 of obligations issued by the City during
calendar year 2016 have been designated for purposes of Section 265(b)(3) of the Code.
6.05. Procedural Requirements. The City will use its best efforts to comply with any
federal procedural requirements which may apply in order to effectuate the designations made by
this section.
Section 7. Book-Entry System; Limited Obligation of City.
7.01. DTC. The Bonds will be initially issued in the form of a separate single typewritten
or printed fully registered Bond for each of the maturities set forth in Section 2.04 hereof. Upon
initial issuance, the ownership of each Bond will be registered in the registration books kept by
the Bond Registrar in the name of Cede & Co., as nominee for The Depository Trust Company,
New York, New York, and its successors and assigns (DTC). Except as provided in this section,
all of the outstanding Bonds will be registered in the registration books kept by the Bond
Registrar in the name of Cede & Co., as nominee of DTC.
7.02. Participants. With respect to Bonds registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee of DTC, the City, the Registrar and the Paying
Agent will have no responsibility or obligation to any broker dealers, banks and other financial
institutions from time to time for which DTC holds Bonds as securities depository (the
"Participants") or to any other person on behalf of which a Participant holds an interest in the
Bonds, including but not limited to any responsibility or obligation with respect to (i) the
accuracy of the records of DTC, Cede & Co. or any Participant with respect to any ownership
interest in the Bonds, (ii) the delivery to any Participant or any other person (other than a
registered owner of Bonds, as shown by the registration books kept by the Registrar,) of any
notice with respect to the Bonds, including any notice of redemption, or (iii) the payment to any
Participant or any other person, other than a registered owner of Bonds, of any amount with
respect to principal of premium, if any, or interest on the Bonds. The City, the Registrar and the
Paying Agent may treat and consider the person in whose name each Bond is registered in the
registration books kept by the Registrar as the holder and absolute owner of such Bond for the
RESOLUTION NO. 2016-148
purpose of payment of principal, premium and interest with respect to such Bond, for the
purpose of registering transfers with respect to such Bonds, and for all other purposes. The
Paying Agent will pay all principal of, premium, if any, and interest on the Bonds only to or on
the order of the respective registered owners, as shown in the registration books kept by the
Registrar, and all such payments will be valid and effectual to fully satisfy and discharge the
City's obligations with respect to payment of principal of, premium, if any, or interest on the
Bonds to the extent of the sum or sums so paid. No person other than a registered owner of
Bonds, as shown in the registration books kept by the Registrar, will receive a certificated Bond
evidencing the obligation of this resolution. Upon delivery by DTC to the City Manager of a
written notice to the effect that DTC has determined to substitute a new nominee in place of
Cede & Co., the words "Cede & Co.," will refer to such new nominee of DTC; and upon receipt
of such a notice, the City Manager will promptly deliver a copy of the same to the Registrar and
Paying Agent.
7.03. Representation Letter. The City has heretofore executed and delivered to DTC a
Blanket Issuer Letter of Representations (the "Representation Letter") which shall govern
payment of principal of, premium, if any, and interest on the Bonds and notices with respect to
the Bonds. Any Paying Agent or Bond Registrar subsequently appointed by the City with respect
to the Bonds will agree to take all action necessary for all representations of the City in the
Representation Letter with respect to the Registrar and Paying Agent, respectively, to be
complied with at all times.
7.04. Transfers Outside Book-Entry System. In the event the City, by resolution of the
City Council, determines that it is in the best interests of the persons having beneficial interests
in the Bonds that they be able to obtain Bond certificates, the City will notify DTC, whereupon
DTC will notify the Participants, of the availability through DTC of Bond certificates. In such
event the City will issue, transfer and exchange Bond certificates as requested by DTC and any
other registered owners in accordance with the provisions of this Resolution. DTC may
determine to discontinue providing its services with respect to the Bonds at any time by giving
notice to the City and discharging its responsibilities with respect thereto under applicable law.
In such event, if no successor securities depository is appointed, the City will issue and the
Registrar will authenticate Bond certificates in accordance with this resolution and the provisions
hereof will apply to the transfer, exchange and method of payment thereof.
7.05. Payments to Cede & Co. Notwithstanding any other provision of this Resolution to
the contrary, so long as a Bond is registered in the name of Cede & Co., as nominee of DTC,
payments with respect to principal of, premium, if any, and interest on the Bond and all notices
with respect to the Bond will be made and given, respectively in the manner provided in DTC's
Operational Arrangements, as set forth in the Representation Letter.
Section 8. Continuing Disclosure.
8.01. City Compliance with Provisions of Continuing Disclosure Certificate. The City
hereby covenants and agrees that it will comply with and carry out all of the provisions of the
Continuing Disclosure Certificate. Notwithstanding any other provision of this Resolution,
failure of the City to comply with the Continuing Disclosure Certificate is not to be considered
RESOLUTION NO. 2016-1
an event of default with respect to the Bonds; however, any Bondholder may take such actions as
may be necessary and appropriate, including seeking mandate or specific performance by court
order, to cause the City to comply with its obligations under this section.
8.02. Execution of Continuing Disclosure Certificate. "Continuing Disclosure
Certificate" means that certain Continuing Disclosure Certificate executed by the Mayor and
City Manager and dated the date of issuance and delivery of the Bonds, as originally executed
and as it may be amended from time to time in accordance with the terms thereof.
Section 9. Defeasance. When all Bonds (or all of either the Improvement Bonds or
Utility Improvement Bonds portion thereof) and all interest thereon have been discharged as
provided in this section, all pledges, covenants and other rights granted by this resolution (with
respect to the Improvement Bonds or Utility Improvement Bonds portion of the Bonds, as the
case may be) to holders of the Bonds will cease, except that the pledge of the full faith and credit
of the City for the prompt and full payment of the principal of and interest on the Bonds will
remain in full force and effect. The City may discharge all Bonds (or all of either the
Improvement Bonds or Utility Improvement Bonds portion thereof) which are due on any date
by depositing with the Registrar on or before that date a sum sufficient for the payment thereof in
full. If any Bond should not be paid when due, it may nevertheless be discharged by depositing
with the Registrar a sum sufficient for the payment thereof in full with interest accrued to the
date of such deposit.
September 12, 2016
Date
ATTEST: "A_4m,
City Clerk
%Mayor
The motion for the adoption of the foregoing resolution was duly seconded by member
Kris Lawrence-Anderson
and upon vote being taken thereon, the following voted in favor thereof:
Tim Willson, April Graves, Kris Lawrence-Anderson, Lin Myszkowski
and the following voted against the same:
whereupon said resolution was declared duly passed and adopted.
RESOLUTION NO. 2016-148
EXHIBIT A
PROPOSALS
KI Sprinqsted a uted In corp orated
300 Jackson Etreet, Suite 300
Saint Paul, MN 55101-2001
Tel: 651-223-3000
Fax: 651-223-3002
coil: adisoruupoutjcted.co rn
cpni fig Ste d.caun
$5,655,OUO)
CITY OF BROOKLYN CENTER, MINNESOTA
GENERAL OBLIGATION IMPROVEMENTAND UTILITY REVENUE BONDS, SERIES 2016A
(BOOK ENTRY ONLY)
AWARD: FTN FINANCIAL CAPITAL MARKETS
(? Sub3equent to Lid opanJnj, the leave size decreased fro $5,655, 000 to$,42i3 OW.
( SvLeeqvunt to II openir', the price, wt interest coat, and Owe fatereat rate h ave chariedto $46343I, and
1403191, reatzective'j.
Public Sector Advisors
RESOLUTION NO. 2016-148_
Bidder
Interest Net Interest True Interest
Rates Price Cost Rate
ROBERT W. BAIRD & COMPANY,2.00% 2018-2027 $5,837,683.65 $487,446.35 1.4234%
INCORPORATED
C.L. KING & ASSOCIATES WMBE
CRONIN & CO., INC.
VINING-SPARKS IBG, LIMITED PARTNERSHIP
EDWARD JONES
SAMCO CAPITAL MARKETS
COASTAL SECURITIES, INC.
WNJ CAPITAL
CREWS & ASSOCIATES, INC.
DAVENPORT & CO. L.L.C.
DUNCAN-WILLIAMS, INC.
ROSS, SINCLAIRE & ASSOCIATES, LLC
LOOP CAPITAL MARKETS
BERNARDI SECURITIES, INC.
COUNTRY CLUB BANK
OPPENHEIMER & CO.
SUMRIDGE PARTNERS
R. SEELAUS & COMPANY., INC.
SIERRA PACIFIC SECURITIES
ISAAK BOND INVESTMENTS, INC
ALAMO CAPITAL WMBE
IFS SECURITIES
RAFFERTY CAPITAL MARKETS
FIRST EMPIRE SECURITIES
UMB BANK,N.A.
W.H. MELL ASSOCIATES
WAYNE HUMMER & CO.
FMS BONDS INC.
CENTRAL STATES CAPITAL MARKETS
STIFEL, NICOLAUS & COMPANY,3.00% 2018-2020 $5,871,864.60 $490,645.40 1.4307%
INCORPORATED 2.00% 2021-2027
SUNTRUST ROBINSON HUMPHREY, INC.
BOK FINANCIAL SECURITIES
RAYMOND JAMES & ASSOCIATES, INC. 2.00% 2018-2027 $5,819,373.90 $505,756.10 1.4800%
NORTHLAND SECURITIES, INC. 2.00% 2018-2027 $5,814,854.35 $510,275.65 1.4940%
RESOLUTION NO. 2016-148
REOFFERING SCHEDULE OF THE PURCHASER
Rate Year Yield
2.00%2018 0.70%
2.00%2019 0.75%
2.00%2020 0.90%
2.00%2021 1.00%
2.00%2022 1.10%
2.00%2023 1.20%
2.00%2024 1.30%
2.00%2025 1.40%
2.00%2026 1.45%
2.00%2027 1.55%
BBI: 2.83%
Average Maturity: 5.925 Years
RESOLUTION NO. 2016-148_
EXHIBIT B
FORM OF BOND
No. R- STATES OF AMERICA $
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF BROOKLYN CENTER
GENERAL OBLIGATION BOND
SERIES 2016A
Date of
Rate Maturity Original Issue CUSIP
February 1, 20 October , 2016
Registered Owner: Cede & Co.
The City of Brooklyn Center, Minnesota, a duly organized and existing municipal
corporation in Hennepin County, Minnesota (the "City"), acknowledges itself to be indebted and
for value received hereby promises to pay to the registered owner specified above or registered
assigns, the Principal Amount specified above on the Maturity Date specified above, with
interest thereon from the date hereof at the annual rate specified above (calculated on the basis of
a 360 day year of twelve 30 day months), payable February 1 and August 1 in each year,
commencing August 1, 2017, to the person in whose name this Bond is registered at the close of
business on the 15th day (whether or not a business day) of the immediately preceding month.
The interest hereon and, upon presentation and surrender hereof, the principal hereof are payable
in lawful money of the United States of America by check or draft by U.S. Bank National
Association, St. Paul, Minnesota, as Registrar, Authenticating Agent and Paying Agent, or its
designated successor under the Resolution described herein. For the prompt and full payment of
such principal and interest as the same respectively become due, the full faith and credit and
taxing powers of the City have been and are hereby irrevocably pledged.
This Bond is one of an issue in the aggregate principal amount of $5,425,000, all of like
original issue date and tenor, except as to number, maturity date, redemption privilege, and
interest rate, issued pursuant to a resolution adopted by the City Council on September 12, 2016
(the "Resolution"), for the purpose of providing monies in part for various street improvements
and various utility improvements and pursuant to and in full conformity with the Constitution,
laws of the State of Minnesota, including Minnesota Statutes, Chapters 429, 444 and 475. The
principal hereof and interest hereon are payable from net revenues of the sanitary sewer, storm
drainage and water systems and from ad valorem taxes, as set forth in the Resolution to which
reference is made for a full statement of rights and powers thereby conferred. The full faith and
credit of the City are irrevocably pledged for payment of this Bond and the City Council has
obligated itself to levy additional ad valorem taxes on all taxable property in the City in the event of
any deficiency in special assessments, net revenues and taxes pledged, which additional taxes may
RESOLUTION NO. 2016-148
be levied without limitation as to rate or amount, The Bonds of this series are issued only as fully
registered Bonds in denominations of $5,000 or any integral multiple thereof of single maturities.
The City may elect on February 1, 2025, and on any date thereafter to prepay Bonds
maturing on or after February 1, 2026. Redemption may be in whole or in part and if in part, at
the option of the City and in such manner as the City will determine. If less than all Bonds of a
maturity are called for redemption, the City will notify The Depository Trust Company ("DTC")
of the particular amount of such maturity to be prepaid. DTC will determine by lot the amount
of each participant's interest in such maturity to be redeemed and each participant will then
select by lot the beneficial ownership interests in such maturity to be redeemed. Prepayments
will be at a price of par plus accrued interest.
IT IS HEREBY CERTIFIED AND RECITED that in and by the Resolution, the City has
covenanted and agreed that it will continue to own and operate the water, storm drainage and
sanitary sewer systems free from competition by other like municipal utilities; that adequate
insurance on said systems and suitable fidelity bonds on employees will be carried; that proper
and adequate books of account will be kept showing all receipts and disbursements relating to
the Utility Systems fund, into which it will pay all of the gross revenues from the water and
sanitary sewer systems; that it will also create and maintain a Utility Improvements Account
within the General Obligation Improvement and Utility Revenue Bonds, Series 2016A Debt
Service Fund, into which it will pay, out of the net revenues from the water and sanitary sewer
systems, a sum sufficient to pay principal of and interest on the Utility Revenue Bonds when
due; and that it will provide, by ad valorem tax levies, for any deficiency in required net
revenues of the water and sanitary sewer systems.
As provided in the Resolution and subject to certain limitations set forth therein, this
Bond is transferable upon the books of the City at the principal office of the Bond Registrar, by
the registered owner hereof in person or by the owner's attorney duly authorized in writing upon
surrender hereof together with a written instrument of transfer satisfactory to the Bond Registrar,
duly executed by the registered owner or the owner's attorney; and may also be surrendered in
exchange for Bonds of other authorized denominations. Upon such transfer or exchange the City
will cause a new Bond or Bonds to be issued in the name of the transferee or registered owner, of
the same aggregate principal amount, bearing interest at the same rate and maturing on the same
date, subject to reimbursement for any tax, fee or governmental charge required to be paid with
respect to such transfer or exchange.
The City and the Bond Registrar may deem and treat the person in whose name this Bond
is registered as the absolute owner hereof, whether this Bond is overdue or not, for the purpose
of receiving payment and for all other purposes, and neither the City nor the Bond Registrar will
be affected by any notice to the contrary.
The City has designated the Bonds as "qualified tax-exempt obligations" pursuant to
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
RESOLUTION NO. 2016-148
performed preliminary to and in the issuance of this Bond in order to make it a valid and binding
general obligation of the City in accordance with its terms, have been done, have happened and
have been performed in regular and due form, time and manner, that prior to the issuance of this
bond the City Council of the City has provided funds for the payment of principal and interest on
the bonds of this issue as the same become due, but the full faith and credit of the City is pledged
for their payment and additional taxes will be levied, if required for such purpose, without
limitation as to the rate of amount; and that this bond, together with all other indebtedness of the
City outstanding on the date of its issuance, does not exceed any constitutional or statutory
limitation thereon.
This Bond is not valid or obligatory for any purpose or entitled to any security or benefit
under the Resolution until the Certificate of Authentication hereon has been executed by the
Bond Registrar by manual signature of one of its authorized representatives.
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 or manual
signatures of the Mayor and City Manager and has caused this Bond to be dated as of the date set
forth below.
Dated: ,2016
CITY OF BROOKLYN CENTER, MINNESOTA
City Manager Mayor
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
U.S. BANK NATIONAL ASSOCIATION
By
Authorized Representative
RESOLUTION NO. 2016-148
The following abbreviations, when used in the inscription of the face of this Bond, will
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 entireties
JT TEN -- as joint tenants
with right of
survivorship and
not as tenants in
[SJHfliIS1i]
UNIF GIFT MINN ACT Custodian
(Cust) (Minor)
under Uniform Gift or Transfer 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 all rights thereunder, and
does hereby irrevocably constitute and appoint attorney to transfer the
said Bond on the books kept for registration of the within Bond, 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:
NOTICE: Signature(s) must be guaranteed by a financial institution that is a member of the
Securities Transfer Agent Medallion Program ("STAMP"), the Stock Exchange Medallion
Program ("SEMP"), the New York Stock Exchange, Inc. Medallion Signatures Program
RESOLUTION NO. 2016-148
("MSP") or other such "signature guarantee program" as may be determined by the Registrar in
addition to, or in substitution for, STAMP, SEMP or MSP, all in accordance with the Securities
Exchange Act of 1934, as amended.
The Bond Registrar will not effect transfer of this Bond unless the information
concerning the assignee requested below is provided.
Name and Address:
(Include information for all joint owners
if this Bond is held by joint account)
Please insert social security or
other identifying number of assignee
PROVISIONS AS TO REGISTRATION
The ownership of the principal of and interest on the within Bond has been registered on
the books of the Registrar in the name of the person last noted below.
Signature of
Date of Registration Registered Owner Registrar
Cede & Co.
2016 Federal ID #13-2555119
RESOLUTION NO. 2016-148
EXHIBIT C
IMPROVEMENT BONDS TAX LEVY
Collection Year Levy Amount
2017 $212,436.00
2018 213,465.00
2019 215,145.00
2020 216,720.00
2021 212,940.00
2022 214,410.00
2023 215,775.00
2024 211,785.00
2025 213,045.00
2026 214,200.00
RESOLUTION NO. 2016-148
STATE OF MINNESOTA COUNTY AUDITOR'S
CERTIFICATE AS TO
COUNTY OF HENNEPIN TAX LEVY AND
REGISTRATION
I, the undersigned County Auditor of Hennepin County, Minnesota, hereby certify that a
certified copy of a resolution adopted by the governing body of the City of Brooklyn Center,
Minnesota, on September 12, 2016, levying taxes for the payment of $5,425,000 General
Obligation Improvement and Utility Revenue Bonds, Series 2016A, of said municipality dated
October 13, 2016, 2016 has been filed in my office and said bonds have been entered on the
register of obligations in my office and that such tax has been levied as required by law.
WITNESS My hand and official seal this day of September, 2016.
County Auditor
Hennepin County, Minnesota
(SEAL)
Deputy