HomeMy WebLinkAbout88-134 - ADMIN Resolution - City Council - 1996/11/18RESOLUTION
ACCEPTING AN OFFER FOR THE
SALE OF $9,570,000 GENERAL OBLIGATION TAX
INCREMENT BONDS, SERIES 1996, AND
PROVIDING FOR THEIR ISSUANCE
WHEREAS, by resolutions duly adopted, the City of St. Louis Park, Minnesota (the
"City") has created the following project areas and tax increment districts pursuant to
Minnesota Statutes, Sections 469.001 to 4.69.047 (or their predecessor statutes): (i) Excelsior
Boulevard Redevelopment Project, approved February 1, 1977 ("Excelsior Boulevard"); and
(ii) Oak Park Village Redevelopment Project, approved November 6, 1972 ("Oak Park
Village") (Excelsior Boulevard and Oak Park Village are collectively referred to herein as the
"Districts"). The control, authority and operation of the Districts were transferred to St. Louis
Park Economic Development Authority (the "EDA") by Resolution No. 88-134 of the City.
WHEREAS, by Resolution No. 90-4 of EDA adopted March 19, 1990 and Resolution
No. 90-29 of the City adopted on March 19, 1990, the geographical areas of the project areas
of Excelsior Boulevard and Oak Park Village have been expanded and are coterminous (such
expanded coterminous area is referred to herein as the "Project Area").
WHEREAS, the City has outstanding with respect to the Districts the following
obligations (collectively, the "Prior Bonds"):
District Description of Remaining Bonds
Excelsior Boulevard $6,205,000 Variable Rate Demand General Obligation Tax
Increment Bonds, Series 1985 (the "Series 1985 Bonds")
and the EDA has outstanding with respect to the Districts the following obligations (the
"Series 1994 Bonds"):
District Description of Bonds
Excelsior Boulevard
and Oak Park Village
WHEREAS, under the law applicable to each District at the time of its creation, the
City requested the Hennepin County auditor to certify the assessed value, of all taxable
property in each District as of the preceding January 2, which assessed value, now referred to
as tax capacity, as adjusted in accordance with law applicable to tax increment computation
for such District, is hereinafter referred to as the "Original Tax Capacity". The tax capacity
of all taxable property in each District as determined for each year, less the Original Tax
Capacity, is hereinafter referred to as the "Captured Tax Capacity." The ad valorem taxes
derived from such property by applying to the Captured Tax Capacity the aggregate tax
$7,195,000 Tax Increment Revenue Refunding Bonds of 1994
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capacity rate levied by all governmental entities having authority to levy taxes on such
property is hereinafter referred to as the "Tax Increment." Under applicable law and subject
to the limitations thereof, the Hennepin County Auditor is required to pay to EDA in each
year the Tax Increment for each District described in Section 1.01 hereof as now established
in such year;
WHEREAS, the Tax Increment available in each year after payment or provision for
payment from Excelsior Boulevard of the principal, interest and any redemption price due on
the Series 1985 Bonds in such year, and after payment or provision of payment, from the
Districts, of the principal, interest and any redemption price due in such year on the Series
1994 Bonds shall be referred to in the aggregate as the "Available Tax Increment," the Tax
Increment from Oak Park Village not being pledged under this resolution;
WHEREAS, the City's Home Rule Charter (the "Charter") provides that in addition to
the power to borrow and issue bonds granted in the Charter, the City shall have the powers
granted to cities of its same class by the laws of the State of Minnesota;
WHEREAS, the City's Charter provides that the City may issue bonds to provide
funds for any public purpose not prohibited by law;
WHEREAS, Minnesota Statutes, Section 469.178, Subd. 2 authorizes the City to issue
general obligation bonds to finance any expenditure by the municipality or an authority the
jurisdiction of which is wholly or partially within that municipality pursuant to Minnesota
Statutes Section 469.176, Subd. 4 in the same manner and subject only to the same conditions
as those provided in Minnesota Statutes Chapter 475 for bonds financing improvement costs
reimbursable from special assessments and authorizes the City to pledge tax increment
revenues for the payment of the principal of and interest on general obligation bonds issued
pursuant to such Minnesota Statutes Section 469.178, Subd. 2;
WHEREAS, the Authority is located wholly within the City;
WHEREAS, the City desires to finance a recreation center and facilities (the
"Project");
WHEREAS, Minnesota Statutes Section 469.174, Subd. 8 defines a "Project" to
include buildings, land, equipment and other real or personal property for community, health
and recreational purposes;
WHEREAS, the City will use proceeds of the Bonds to be issued to this resolution
(the "Bonds") to finance a project within the meaning of Minnesota Statutes and a public
purpose not prohibited by law within the meaning of its Charter;
WHEREAS, Minnesota Statutes, Section 475.60 authorizes the City to negotiate the
sale of the Bonds if it has retained an independent financial advisor;
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WHEREAS, the City Council (the "Council") has found and determined and hereby
finds and determines that (1) it is necessary and in the best interests of the City to undertake
and finance the Project from the proceeds of the Bonds; (2) the issuance of the Bonds is a
public purpose not prohibited by law within the meaning of the City's Charter; and (3)
Ehlers and Associates, Inc. is serving as financial advisor to the City in connection with the
proposed authorization, issuance and sale of the Bonds and is an independent financial advisor
pursuant to Minnesota Statutes, Section 475.60, Subdivision 2, paragraph 9;
WHEREAS, on September 16, 1996, the Council adopted a resolution which provided
for the solicitation of competitive proposals for the negotiated sale of the Bonds;
WHEREAS, the proposals set forth on Exhibit A attached hereto were received
pursuant to the Terms of Proposal by the Clerk at the offices of the City's financial advisor,
Ehlers and Associates, Inc. (the "Financial Advisor") at 12:00 Noon, Central Time, this same
day;
WHEREAS, the City Council of the City has heretofore determined and declared that
it is necessary and expedient to issue the Bonds, pursuant to Minnesota Statutes, Chapter 475
and Section 469.178, Subd. 2, and pursuant to its Home Rule Charter, to provide moneys,
together with other available funds, to refund in advance of maturity the callable Prior Bonds;
WHEREAS, the City has heretofore incurred substantial costs associated with the
printing and issuance of registered obligations in certificated form, and substantial continuing
transaction costs relating to their payment, transfer and exchange;
WHEREAS, the City has determined that significant savings in transaction costs will
result from issuing bonds in "global book -entry form", by which bonds are issued in
certificated form in large denominations, registered on the books of the City in the name of a
depository or its nominee, and held in safekeeping and immobilized by such depository, and
such depository as part of the computerized national securities clearance and settlement
system (the "National System") registers transfers of ownership interests in the bonds by
making computerized book entries on its own books and distributes payments on the bonds to
its Participants shown on its books as the owners of such interests; and such Participants and
other banks, brokers and dealers participating in the National System will do likewise (not as
agents of the City) if not the beneficial owners of the bonds;
WHEREAS, "Participants" means those financial institutions for whom the Depository
effects book -entry transfers and pledges of securities deposited and immobilized with the
Depository;
WHEREAS, The Depository Trust Company, a limited purpose trust company
organized under the laws of the State of New York, or any of its successors or successors to
its functions hereunder (the "Depository"), will act as such depository with respect to the
Bonds except as set forth below, pursuant to the Blanket Issuer Letter of Representations (the
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"Letter of Representations") setting forth various matters relating to the Depository and its
role with respect to the Bonds previously approved and delivered by the City;
WHEREAS, the City will deliver the Bonds in the form of one certificate per
maturity, date (each a "Global Certificate"), which single certificate per maturity may be
transferred on the City's bond register as required by the Uniform Commercial Code, but not
exchanged for smaller denominations unless the City determines to issue replacement Bonds
pursuant to paragraphs 6 and 12 hereof (as to such Bonds, as authenticated and delivered by
the Bond Registrar, the "Replacement Bonds");
WHEREAS, the City will be able to replace the Depository or under certain
circumstances to abandon the "global book -entry form" by permitting the Global Certificates
to be exchanged for smaller denominations typical of ordinary bonds registered on the City's
bond register; and
WHEREAS, "Holder" as used herein means the person in whose name a Bond is
registered on the registration books of the City maintained by the Clerk or a successor
registrar appointed as provided in paragraph 8 (the "Bond Registrar"):
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of St. Louis
Park, as follows: !
1. Acceptance of Offer. The bid of the purchaser set forth in Exhibit B (the
"Purchaser") to purchase $9,570,000 General Obligation Tax Increment Bonds, Series 1996 of
the City (the "Bonds," or individually a "Bond"), in accordance with the Terms of Proposal
for the bond sale, at the rates of interest hereinafter set forth, and to pay therefore the
purchase price set forth in Exhibit B (the "Purchase Price"), 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 shall direct the Financial Advisor to pay the
Purchaser's good faith deposit to the City and to return to the unsuccessful bidders their good
faith deposits. The Mayor and the City Manager, or in their absence, any Member of the City
Council, is hereby authorized to execute and deliver on behalf of the City a Bond Purchase
Agreement evidencing the obligation of the Purchaser to purchase the Bonds in accordance
with the Terms of Proposal and the terms of its offer, which by this Resolution, is accepted.
The Bond Purchase Agreement shall contain such terms and conditions as are consistent with
the Terms of Proposal and the offer hereby accepted. Execution and delivery of such Bond
Purchase Agreement by the City shall be deemed conclusive evidence as to the acceptance of
such terms and provisions.
2. Title; Original Issue Date: Denominations: Maturities. The Bonds shall be
titled "General Obligation Tax Increment Bonds, Series 1996," shall be initially dated
December 1, 1996, and shall be issued forthwith on or after such date as fully registered
bonds. The Bonds shall be numbered from R-1 upward. Global Certificates shall each be in
the denomination of the entire principal amount maturing on a single date, or, if a portion of
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said principal amount is prepaid, said principal amount less the prepayment. Replacement
Bonds, if issued as provided in paragraph 6, shall be in the denomination of $5,000 each or in
any integral multiple thereof a single maturity. The Bonds shall mature on February 1 in the
years and amounts as follows:
Year Amount Year Amount
1999 $280,000 2009 $460,000
2000 295,000 2010 485,000
2001 310,000 2011 515,000
2002 320,000 2012 545,000
2003 340,000 2013 575,000
2004 355,000 2014 615,000
2005 375,000 2015 650,000
2006 395,000 2016 690,000
2007 415,000 2018 1,515,000
2008 435,000
The Bonds maturing in the year 2018 are subject to mandatory redemption on February 1,
2017 in part and in an amount equal to $735,000.
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3. Purpose. The Bonds shall provide funds to pay the costs of the Project. The
Bonds shall be payable and secured as set forth in this Resolution.
4. Interest. The Bonds shall bear interest payable semiannually on February 1 and
August 1 of each year (each, an "Interest Payment Date"), commencing February 1, 1997,
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, all as set forth in Exhibit B.
5. Description of the Global Certificates and Global Book -Entry System. Upon
their original issuance the Bonds will be issued in the form of a single Global Certificate for
each maturity, deposited with the Depository by the Purchaser and immobilized as provided in
paragraph 6. No beneficial owners of interests in the Bonds will receive certificates
representing their respective interests in the Bonds except as provided in paragraph 6. Except
as so provided, during the term of the Bonds, beneficial ownership (and subsequent transfers
of beneficial ownership) of interests in the Global Certificates will be reflected by book
entries made on the records of the Depository and its Participants and other banks, brokers,
and dealers participating in the National System. The Depository's book entries of beneficial
ownership interests are authorized to be in increments of $5,000 of principal of the Bonds,
but not smaller increments, despite the larger authorized denominations of the Global
Certificates. Payment of principal of, premium, if any, and interest on the Global Certificates
will be made to the Bond Registrar as paying agent, and in turn by the Bond Registrar to the
Depository or its nominee as registered owner of the Global Certificates, and the Depository
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according to the laws and rules governing it will receive and forward payments on behalf of
the beneficial owners of the Global Certificates.
Payment of principal of, premium, if any, and interest on a Global Certificate may in
the City's discretion be made by such other method of transferring funds as may be requested
by the Holder of a Global Certificate.
6. Immobilization of Global Certificates by the Depository: Successor Depository:
Replacement Bonds. Pursuant to the request of the Purchaser to the Depository, which
request is required by the Terms of Proposal, immediately upon the original delivery of the
Bonds the Purchaser will deposit the Global Certificates representing all of the Bonds with
the Depository. The Global Certificates shall be in typewritten form or otherwise as
acceptable to the Depository, shall be registered in the name of the Depository or its nominee
and shall be held immobilized from circulation at the offices of the Depository on behalf of
the Purchaser and subsequent bondowners. The Depository or its nominee will be the sole
holder of record of the Global Certificates and no investor or other party purchasing, selling
or otherwise transferring ownership of interests in any Bond is to receive, hold or deliver any
bond certificates so long as the Depository holds the Global Certificates immobilized from
circulation, except as provided below in this paragraph and in paragraph 12.
Certificates evidencing the Bonds may not after their original delivery be transferred r
or exchanged except:
(i) Upon registration of transfer of ownership of a Global Certificate, as
provided in paragraph 12,
(ii) To any successor of the Depository (or its nominee) or any substitute
depository (a "substitute depository") designated pursuant to clause (iii) of this
subparagraph, provided that any successor of the Depository or any substitute
depository must be both a "clearing corporation" as defined in the Minnesota Uniform
Commercial Code at Minnesota Statutes, Section 336.8-102, and a qualified and
registered "clearing agency" as provided in Section 17A of the Securities Exchange
Act of 1934, as amended,
(iii) To a substitute depository designated by and acceptable to the City
upon (a) the determination by the Depository that the Bonds shall no longer be eligible
for its depository services or (b) a determination by the City that the Depository is no
longer able to carry out its functions, provided that any substitute depository must be
qualified to act as such, as provided in clause (ii) of this subparagraph, or
(iv) To those persons to whom transfer is requested in written transfer
instructions in the event that:
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(a) the Depository shall resign or discontinue its services for the
Bonds and the City is unable to locate a substitute depository within two (2)
months following the resignation or determination of non -eligibility, or
(b) upon a determination by the City in its sole discretion that (1) the
continuation of the book -entry system described herein, which precludes the
issuance of certificates (other than Global Certificates) to any Holder other than
the Depository (or its nominee), might adversely affect the interest of the
beneficial owners of the Bonds, or (2) that it is in the best interest of the
beneficial owners of the Bonds that they be able to obtain certificated bonds,
in either of which events the City shall notify Holders of its determination and of the
availability of certificates (the "Replacement Bonds") to Holders requesting the same
and the registration, transfer and exchange of such Bonds will be conducted as
provided in paragraphs 9B and 12 hereof.
In the event of a succession of the Depository as may be authorized by this paragraph,
the Bond Registrar upon presentation of Global Certificates shall register their transfer to the
substitute or successor depository and the substitute or successor depository shall be treated as
the Depository for all purposes and functions under this resolution. The Letter of
Representations shall not apply to a substitute or successor depository unless the City and the?
substitute or successor depository so agree, and a similar agreement may be entered into.
Notices to The Depository Trust Company or its nominee shall contain the CUSIP
numbers of the Bonds and shall conform to any additional requirements set forth in the Letter
of Representations. If there are any Holders of the Bonds other than the Depository or its
nominee, the Bond Registrar shall use its best efforts to deliver any such notice to the
Depository on the business day next preceding the date of mailing of such notice to all other
Holders.
7. Redemption. The Bonds are subject to redemption and prior payment in whole
or in part in such amounts as the City may designate at the option of the City on February 1,
2005, and any date thereafter for which proper notice can be given at a redemption price
equal to the principal amount of the Bonds to be redeemed, plus accrued interest to the
redemption date, without any premium.
Not more than forty nor less than thirty days prior to any redemption date, notice of
any redemption shall be given by mail by the Bond Registrar to the registered owners and
published notice, if required by law, shall be given in accordance with Chapter 475,
Minnesota Statutes. In the event of redemption of less than all of the Bonds, the Bond
Registrar shall assign to each Bond of such maturity then outstanding a distinctive number for
each $5,000 maturity amount of such Bonds and shall select by lot in the manner it
determines the order of numbers, at $5,000 for each number, for all outstanding Bonds. The
order of selection of Bonds to be redeemed shall be the Bonds to which were assigned
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numbers so selected, but only so much of the maturity amount of each bond of a
denomination of more than $5,000 shall be redeemed as shall equal $5,000 for each number
assigned to it as so selected.
8. Bond Registrar and Paying Agent. The Finance Officer of the City (the "City
Finance Officer") shall act as bond registrar, transfer agent and paying agent with respect to
the Bonds (the "Bond Registrar"). The City may in the future appoint another party to act as
bond registrar, transfer agent and paying agent with respect to the Bonds. The City Finance
Officer, or any subsequently appointed Bond Registrar, shall act in such capacities unless and
until a successor is duly appointed. An appointed Bond Registrar will evidence its acceptance
of such appointment and its agreement to be bound by, and to perform its duties pursuant to
such appointment in accordance with the terms and conditions of this Resolution by execution
of a Certificate of Acceptance of Appointment, substantially in the form attached to this
Resolution as Exhibit C. The City may discharge the Bond Registrar and the Bond Registrar
may resign upon thirty days notice and appointment of, and acceptance by, a successor Bond
Registrar. Any successor Bond Registrar shall be appointed by resolution of the City and
shall be an officer of the City or a bank or trust company eligible for designation as bond
registrar pursuant to Minnesota Statutes, Chapter 475, and may be appointed pursuant to any
contract the City and such successor Bond Registrar shall execute which is consistent
herewith. Principal and interest on the Bonds shall be paid to the Holders (or record holders)
of the Bonds in the manner set forth in the forms of Bond and paragraph 14 of this
Resolution.
9. Forms of Bond. The Bonds shall be in the form of Global Certificates unless
and until Replacement Bonds are made available as provided in paragraph 6. Each form of
Bond may contain such additional or different terms and provisions as to the form of
payment, record date, notices and other matters as are consistent with the Letter of
Representations and approved by Bond Counsel.
A. Global Certificates. The Global Certificates, together with the
Certificate of Registration, the Register of Partial Payments, the form of Assignment
and the registration information thereon, shall be in substantially the form set forth as
Exhibit D attached hereto and incorporated herein by reference, and may be
typewritten rather than printed.
B. Replacement Bonds. If the City has notified Holders that Replacement
Bonds have been made available as provided in paragraph 6, then for every Bond
thereafter transferred or exchanged (including an exchange to reflect the partial
prepayment of a Global Certificate not previously exchanged for Replacement Bonds)
the Bond Registrar shall deliver a certificate in the form of the Replacement Bond
rather than the Global Certificate, but the Holder of a Global Certificate shall not
otherwise be required to exchange the Global Certificate for one or more Replacement
Bonds since the City recognizes that some beneficial owners may prefer the
convenience of the Depository's registered ownership of the Bonds even though the
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entire issue is no longer required to be in global book -entry form. The Replacement
Bonds, together with the Bond Registrar's Certificate of Authentication, the form of
Assignment and the registration information thereon, shall be in substantially the form
set forth as Exhibit E attached hereto and incorporated herein by reference.
10. Execution of Bonds. The Bonds shall be executed on behalf of the City by the
signatures of its Mayor, City Manager and Clerk, each with the effect noted on the forms of
the Bonds, and be sealed with the seal of the City; provided, however, that the seal of the
City may be a printed or photocopied facsimile; and provided further that either of such
signatures may be printed or photocopied facsimiles and the corporate seal may be omitted on
the Bonds as permitted by law. In the event of the disability or resignation or other absence
of the Mayor, the Bonds may be signed by the manual or facsimile signature of any member
of the Council. In the event of disability or resignation or other absence of either the City
Manager or the Clerk, 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.
11. Authentication; Date of Registration. No Bond shall be valid or obligatory forr
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 herein 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. For purposes of delivering
the original Global Certificates to the Purchaser, the Bond Registrar shall insert as the date of
registration December 1, 1996 which is the dated date of the Bonds. The Certificate of
Authentication so executed on each Bond shall be conclusive evidence that it has been
authenticated and delivered under this resolution.
12. Registration; Transfer: Exchange. The City will cause to be kept at the
principal office of the Bond Registrar a bond register in which, subject to such reasonable
regulations as the Bond Registrar may prescribe, the Bond Registrar shall provide for the
registration of Bonds and the registration of transfers of Bonds entitled to be registered or
transferred as herein provided.
A Global Certificate shall be registered in the name of the payee on the books of the
Bond Registrar by presenting the Global Certificate for registration to the Bond Registrar,
who will endorse his or her name and note the date of registration opposite the name of the
payee in the certificate of registration on the Global Certificate. Thereafter a Global
Certificate may be transferred by delivery with an assignment duly executed by the Holder or
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his, her or its legal representative, and the City and Bond Registrar may treat the Holder as
the person exclusively entitled to exercise all the rights and powers of an owner until a
Global Certificate is presented with such assignment for registration of transfer, accompanied
by assurance of the nature provided by law that the assignment is genuine and effective, and
until such transfer is registered on said books and noted thereon by the Bond Registrar, all
subject to the terms and conditions provided in the Resolution and to reasonable regulations
of the City contained in any agreement with, or notice to, the Bond Registrar.
Transfer of a Global Certificate may, at the direction and expense of the City, be
subject to other restrictions if required to qualify the Global Certificates as being "in
registered form" within the meaning of Section 149(a) of the federal Internal Revenue Code
of 1986, as amended.
If a Global Certificate is to be exchanged for one or more Replacement Bonds, all of
the principal amount of the Global Certificate shall be so exchanged.
Upon surrender for transfer of any Replacement 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 11) of, and deliver, in
the name of the designated transferee or transferees, one or more new Replacement 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 of a Replacement Bond, Replacement Bonds may be
exchanged for Replacement Bonds of any authorized denomination or denominations of a like
aggregate principal amount and stated maturity, upon surrender of the Replacement Bonds to
be exchanged at the principal office of the Bond Registrar. Whenever any Replacement
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 Replacement
Bonds which the Holder making the exchange is entitled to receive. Global Certificates may
not be exchanged for Global Certificates of smaller denominations.
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
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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, or notice to, the Bond Registrar, including regulations which permit the Bond
Registrar to close its transfer books between record dates and payment dates.
13. Rights Upon Transfer or Exchange. Each Bond delivered upon transfer of or
in exchange for or in lieu of any other Bond shall carry all the rights to interest accrued and
unpaid, and to accrue, which were carried by such other Bond.
14. Interest Payment; Record Date. Interest on any Global Certificate shall be paid
as provided in the first paragraph thereof, and interest on any Replacement 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 in each case at the address appearing thereon at the close of business on
the fifteenth (15th) calendar day 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 on a date (a "Special
Interest Payment Date") selected by the Bond Registrar 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 Interest Payment Date and the Special Record Date shall be given by the Bond
Registrar to the Holders no less than ten (10) days prior to the Special Record Date. The
Special Interest Payment Date shall be no later than fifteen (15) days following the Special
Record Date.
15. Holders: Treatment of Registered Owner; Consent of Holders.
A. For the purposes of all actions, consents and other matters affecting
Holders of the Bonds, including than payments, redemptions, and purchases, the City
shall treat the Holder of a Bond as the owner of the Bond.
B. The City and Bond Registrar shall treat the Holder 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 14 above) on, such Bond and
for all other purposes whatsoever whether or not such Bond shall be overdue, and
neither the City nor the Bond Registrar shall be affected by notice to the contrary.
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C. Any consent, request, direction, approval, objection or other instrument
to be signed and executed by the Holders may be in any number of concurrent
writings of similar tenor and must be signed or executed by such Holders in person or
by agent appointed in writing. Proof of the execution of any such consent, request,
direction, approval, objection or other instrument or of the writing appointing any such
agent and of the ownership of Bonds, if made in the following manner, shall be
sufficient for any of the purposes of this Resolution and shall be conclusive in favor of
the City with regard to any action taken by it under such request or other instrument,
namely:
1. The fact and date of the execution by any person of any such
writing may be proved by the certificate of any officer in any jurisdiction who
by law has power to take acknowledgments within such jurisdiction that the
person signing such writing acknowledged before him the execution thereof, or
by an affidavit of any witness to such execution.
2. Subject to the provisions of subparagraph (A) above, the fact of
the ownership by any person of Bonds and the amounts and numbers of such
Bonds, and the date of the holding of the same, may be proved by reference to
the bond register.
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16. Delivery: Application of Proceeds. The Global Certificates when so prepared
and executed shall be delivered by the City Manager to the Purchaser by delivering the Bonds
to the Depository registered in the name of the Depository's nominee, Cede & Co., upon
receipt of the purchase price, and the Purchaser shall not be obliged to see to the proper
application thereof.
17. Application of Proceeds. Establishment of Funds. Appropriation.
A. The proceeds of the Bonds are revocably appropriated for the purposes
set forth herein for the construction of public improvements located within the
Excelsior Boulevard District. The City Finance Officer is hereby authorized and
directed, simultaneously with the delivery of the Bonds, to create a separate fund
designated the "Construction Fund" and a separate fund designated "Capitalized
Interest Fund" and to deposit the amount specified in Exhibit B, hereto from the
proceeds of the Bonds into the Construction Fund, the amount specified in Exhibit B
hereto from the proceeds of the Bonds into the Capitalized Interest Fund and the
amount specified in Exhibit B hereto from the proceeds of the Bonds to the Debt
Service Fund created in paragraph B below, and shall invest the funds so deposited in
securities authorized for such purpose by Minnesota Statutes, Section 475.66. The
City Finance Officer is also hereby authorized and directed to pay directly, upon the
issuance of the Bonds and invoice therefor, costs of issuance in the amount set forth in
Exhibit B hereto. Amounts not so disbursed shall be deposited to the Construction
Fund. On December 1, 1999, amounts remaining on deposit under the Construction
B0ND122125897 3857-903
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Fund and the Capitalized Interest Fund, if any, shall be transferred to the Fund
established pursuant to paragraph B below unless the City determines that there are
unpaid costs of the Project and obtains an opinion of bond counsel that allowing such
funds to remain on deposit in the Construction Fund beyond such date will not cause
the interest on the Bonds to be included in gross income for federal income tax
purposes and specifying any further terms and conditions for the retaining of funds in
such accounts.
B. There is hereby established a special fund to be designated the "General
Obligation Tax Increment Bonds, Series 1996 Debt Service Fund" (the "Fund"). The
Fund shall be maintained in the manner herein specified until all of the Bonds and
interest thereon have been fully paid. The Clerk of the City and all officials and
employees concerned therewith shall establish and maintain financial records of the
receipts and disbursements in accordance with this Resolution.
C. There are hereby irrevocably appropriated and pledged to, and there
shall be credited to, the Fund: (a) all Available Tax Increment from the Excelsior Park
District; (b) the taxes, if any, levied for the payment of principal and interest on the
Bonds, (c) all investment earnings on funds held in the Construction Fund, the
Capitalized Interest Fund and the Fund; (d) all collections of taxes which may
hereinafter be levied for the payment of the Bonds and (e) any and all other moneys
properly available and appropriated in the future by the governing body of the City to
the Fund, which may include moneys in the City's General Obligation Debt Service
Fund. The Fund shall be used solely to pay the principal and interest and any
premiums for redemption of the Bonds and any other general obligation bonds of the
City hereafter issued by the City and made payable from said account as provided by
law. The Construction Fund shall be used solely to pay the costs of the Project,
including costs of issuing the Bonds, until amounts, if any, are deposited in such fund
are transferred to the Fund as provided herein.
D. No portion of the proceeds of the Bonds shall be used directly or
indirectly to acquire investments or to replace funds which were used directly or
indirectly to acquire investments at a yield in excess of the yield on the Bonds. To
this effect, any proceeds of the Bonds and any sums from time to time held in the
Fund or any other City account which will be used to pay principal or interest to
become due on the bonds payable therefrom or under the Escrow Agreement in excess
of amounts which under then -applicable federal arbitrage regulations may be invested
without regard to yield shall not be invested at a yield in excess of the applicable yield
restrictions imposed by said arbitrage regulations on such investments after taking into
account any applicable "temporary periods" or "minor portion" made available under
the federal arbitrage regulations. Money in the Fund shall not be invested in
obligations or deposits issued by, guaranteed by or insured by the United States or any
agency or instrumentality thereof if and to the extent that such investment would cause
BOND/22125897 3857-903
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the Bonds to be "federally guaranteed" within the meaning of Section 149(b) of the
Internal Revenue Code of 1986, as amended (the "Code").
E. The City does hereby pledge the full faith and credit and taxing power
of the City for the payment of the principal and interest on the Bonds, and does
further agree to all the provisions of Minnesota Statutes, Section 469.178, Subd. 2 and
Section 6.15 of the Home Rule Charter under which authority and pursuant to which
provisions the Bonds are being issued.
F. The City does hereby pledge Available Tax Increment from the
Excelsior Park District to the payment of principal of and interest on the Bonds. .
18. Securities. Securities purchased from moneys in the Fund, the Construction
Fund and the Capitalized Interest Fund shall be limited to securities set forth in Minnesota
Statutes, Section 475.67, Subdivision 8, and any amendments or supplements thereto.
19. General Obligation Pledgq. For the prompt and full payment of the principal
and interest on the Bonds, as the same respectively become due, the full faith, credit and
taxing powers of the City shall be and are hereby irrevocably pledged. If the monies
appropriated and pledged to the payment of principal and interest on the Bonds, together with
other funds irrevocably appropriated to the Fund herein established, shall at any time be
insufficient to pay such principal and interest when due, the City covenants and agrees to
levy, without limitation as to rate or amount an ad valorem tax upon all taxable property in
the city sufficient to pay such principal and interest as it becomes due. If the balance in the
Fund is ever insufficient to pay all principal and interest then due on the Bonds payable
therefrom, the deficiency shall be promptly paid out of any other funds of the City which are
available for such purpose, including the General Obligation Debt Service Fund or the general
fund of the City, and such other funds may be reimbursed with or without interest from the
Fund when a sufficient balance is available therein.
20. Available Tax Increment Pledge. The City hereby pledges Available Tax
Increment from the Excelsior Park District for the prompt and full payment of the principal of
and interest on the Bonds, as the same respectively become due. Promptly upon the receipt
from the EDA of an installment of Available Tax Increment from Hennepin County which
has been derived from the Districts, the City shall cause such amounts to be deposited into
the Funds as follows: (i) with respect to installments of Available Tax Increment received
from each August 1 through the next succeeding January 31, as the case may be, there shall
be deposited to the Fund that portion of Available Tax Increment received as shall, together
with amounts then on deposit in the fund, equal at least the interest due on the next
February 1 and one-half of the principal amount of the Bonds due on the next August 1; and
(ii) with respect to installments of,Available Tax Increment received from each February 1 to
the next succeeding July 30, there shall be deposited to the Fund that portion of the Available
Tax Increment received as shall, together with amounts then on deposit in the Fund, equal at
BOND/22125897 3857-903
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least the interest due on the next August 1 and the principal amount of the Bonds payable on
the next August 1.
21. Debt Service Coverage. It is hereby determined that the Available Tax
Increments will be in an amount of at least five percent in excess of the amount needed to
meet, when due, the regularly scheduled payment of principal of and interest on the Bonds
and that no tax levy is needed at this time.
22. Certificate of Registration. The Clerk is hereby directed to file a certified copy
of this Resolution with the Director of Property Taxation of Hennepin County, together with
such other information as the County Auditor shall require, and to obtain the County
Auditor's certificate that the Bonds have been entered in the County Auditor's Bond Register
as required by Minnesota Statutes, Section 475.63.
23. Records and Certificates. The officers of the City are hereby authorized and
directed to prepare and furnish to the Purchaser, and to the attorneys approving the legality of
the issuance of the Bonds, certified copies of all proceedings and records of the City relating
to the Bonds and to the financial condition and affairs of the City, and such other affidavits,
certificates and information as are required to show the facts relating to the legality and
marketability of the Bonds as the same appear from the books and records under their custody
and control or as otherwise known to them, and all such certified copies, certificates and
affidavits, including any heretofore furnished, shall be deemed representations of the City as
to the facts recited therein.
24. 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.
25. Negative Covenants as to Use of Proceeds and Project. The City hereby
covenants not to use the proceeds of the Bonds or such improvements, or to cause or permit
them to be used, or to enter into any deferred payment arrangements for the cost of such
improvements, in such a manner as to cause the Bonds to be "private activity bonds" within
BOND/22125897 3857-903
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the meaning of Sections 103 and 141 through 150 of the Internal Revenue Code of 1986, as
amended (the "Code").
26. Tax -Exempt Status of the Bonds: Rebate. The City shall comply with
requirements necessary under the Code to establish and maintain the exclusion from gross
income under Section 103 of the Code of the interest on the Bonds, including without
limitation 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, if the Bonds (together with other obligations reasonably
expected to be issued and outstanding at one time in this calendar year) exceed the
small -issuer exception amount of $5,000,000.
To the extent required by law, the City will make or cause to be made, when required,
calculations as to yield on the Bonds and on invested amounts in the Fund, the Construction
Fund and the Capitalized Interest Fund and will rebate to the United States of America any
amounts with respect to the Bonds necessary to be rebated under Section 148 of the Code.
To the extent required by law, there shall be established a separate and segregated account
known as the "Series 1996 Rebate Account" for deposit of amounts required to be rebated to
the United States of America. Funds in the Rebate Account shall not be deemed pledged to
the Bonds. The City hereby covenants to make all rebate payments, when due, to the United
States of America.
On the basis of the existing facts, estimates and circumstances, including the foregoing
findings and covenants, the City hereby certifies that it is not expected that the proceeds of
the Bonds will be used in such manner as to cause the Bonds to be arbitrage bonds under
Section 148 of the Code, and the regulations thereunder. The Mayor and/or the City Manager
shall furnish an arbitrage certificate to the Purchaser and Bond Counsel at the time of the
delivery of the Bonds. The proceeds of the Bonds will not be used in such a manner that the
Bonds will be private activity Bonds under Section 141 of the Code.
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 Code,
and the applicable Treasury Regulations thereunder and covenants to take any and all actions
within its powers to ensure that the interest on the Bonds will not become subject to such
taxation.
The City covenants that it will file with the Internal Revenue Service the information
required under Section 149(e) of the Code.
27. Designation of Oualified Tax -Exempt Obligations: Issuance Limit. 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:
BOND/22125897 3857-903
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(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 1996 will not exceed $10,000,000;
(e) not more than $10,000,000 of obligations issued by the City during this
calendar year 1996 have been designated for purposes of Section 265(b)(3) of the
Code; and
(t) 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 s
may apply in order to effectuate the designation made by this paragraph.
28. Letter of Representations. The approval and execution of the Letter of
Representations is hereby ratified and confirmed by the Mayor, the City Manager or any
member of the City Council are hereby authorized to execute any further assurance in
connection therewith requested by the Depository Trust Company with such provisions,
changes, modifications, additions and deletions as shall be necessary and appropriate and
approved by Bond Counsel. Execution by such officers of such further assurance shall be
conclusive evidence as to the necessity and propriety of changes and their approval by Bond
Counsel. So long as The Depository Trust Company is the Depository or it or its nominee is
the Holder of any Global Certificate, the City shall comply with the provisions of the Letter
of Representations, as it may be amended or supplemented by the City from time to time with
the agreement or consent of The Depository Trust Company.
29. Official Statement. The Mayor, City Manager and City Clerk 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 said statement is a complete and accurate representation of the facts and
representations made therein as of the date of said official statement or prospectus as it relates
to the City. The use by Ehlers and Associates, Inc., of the Official Statement and its Terms
of Proposal, and the terms and conditions of the Bonds and the sale set forth therein, are
hereby approved and ratified.
80ND/22125897 3857-903
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1
30. Continuing Disclosure. In order to comply with the provisions of Rule 15c2-12
promulgated by the Securities and Exchange Commission under the Securities Exchange Act
of 1934 (the "Rule"), the Mayor, City Manager and City Clerk, or in their absence any
member of the City Council, are hereby authorized and directed to execute and deliver a
Continuing Disclosure Certificate, undertaking or agreement for the benefit of the beneficial
holders of the Bonds and the participating underwriters wherein the City covenants and agrees
to provide the annual information and the event notices required by the Rule. The
undertaking will be executed and delivered by the City at the time the Bonds are delivered
and may be executed and shall be valid and binding upon the execution by one of the above-
mentioned officers of the City.
31. Severability. If any section, paragraph or provision of this resolution shall be
held to be invalid or unenforceable for any reason, the invalidity or unenforceability of such
section, paragraph or provision shall not affect any of the remaining provisions of this
resolution.
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.
33. Effective Date. This resolution shall become effective immediately upon
adoption.
Attest:
-1--/------ •O• 4%?1:4--4--2-42--4.---
Ci iv Clerk
Reviewed for Administration:
�v
City Manager
80NDI22125897 3857-903
Adopted by the City Council
November 18, 1996
/
Mayor
ad -4- I DVR.(2
19
r
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EXHIBIT A
PROPOSALS OF PROSPECTIVE PURCHASERS
Bidder Interest Rates
1. Piper Jaffray Inc. 5.2978%
Robert W. Baird & Company, Inc.
FBS Investment Services, Inc.
Norwest Investment Services, Inc.
Net Interest Cost
$6,773,425.60
2. Griffin, Kubik, Stephens & Thompson, 5.3022% $6,775,147.92
Inc.
3. Smith Barney, Inc. 5.3209% $6,797,991.25
Cronin & Company, Inc.
4. Nike Securities L.P. 5.3292% $6,793,730.21
William R. Hough & Company
J.C. Bradford & Co.
Betzold, Berg & Nussbaum, Inc.
5. Dean Witter Reynolds, Inc. 5.3420% $6,844,836.78
ADN AMRO Securities (USA), Inc.
PaineWebber, Inc.
Oppenheimer & Company, Inc.
Prudential Securities, Inc.
6. Dain Bosworth, Inc.
BOND/22125897 3857-903
A-1
5.3818% $6,894,899.17
p
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Purchaser: Piper Jaffray Inc.
Purchase Price: $9,428,288.15
Interest Rates:
Maturity Year Interest Rate
1999 4.70%
2000 4.70%
2001 4.70%
2002 4.70%
2003 4.70%
2004 4.70%
2005 4.75%
2006 4.80%
2007 4.85%
2008 5.00%
EXHIBIT B
Maturity Year Interest Rate
2009 5.10%
2010 5.20%
2011 5.25%
2012 5.25%
2013 5.25%
2014 5.25%
2015 5.25%
2016 5.25%
2018* 5.25%
* The bonds maturing in the year 2018 are subject to a market redemption on February 1,
2017 in part and for an amount equal to $735,000.
Deposits of Bond Proceeds:
To the Construction Fund:
To the Capitalized Interest Fund:
To the Fund:
Payment of Costs of Issuance
BOND/22125897 3857-903
$9,052,006.85
$313,308.01
$13,462.29
$49,511.00
B-1
11/18/96
f
i
EXHIBIT C
ACCEPTANCE OF APPOINTMENT BY BOND
REGISTRAR AND PAYING AGENT
The undersigned officer hereby certifies and declares that said officer is duly elected,
qualified and authorized to certify and declare the following on behalf of
(the "Registrar"):
1. The Registrar has been designated, by resolution of the City Council of the
City of St. Louis Park, Minnesota (the "Issuer"), adopted on (the
"Resolution"), a copy of which has been furnished to the Registrar, to act as paying agent,
registrar and transfer agent for $9,570,000 General Obligation Tax Increment Bonds, Series
1996 (the "Bonds") and has been designated to execute the certificates of authentication on
the Bonds on behalf of the Issuer as an authenticating agent. The Registrar hereby accepts
such appointment and agrees to perform the duties of Registrar set forth in the Resolution and
such further duties as may be necessary, appropriate, and incidental to such appointment. The
Registrar agrees to perform such duties with the same degree of care that a prudent person
would exercise under the same circumstances in the conduct of his or her own affairs.
2. The Registrar is duly organized and existing as a national banking association
pursuant to the laws of the United States and has full power and authority to act as registrar
and to execute certificates of authentication and thereby authenticate the Bonds as an
authenticating agent.
3. The provisions of any registrar's agreement to be entered into between the
Issuer and the Registrar will not conflict with the provisions of the Resolution with respect to
the duties and responsibilities of the Registrar set forth herein.
Dated:
BOND22125897 3857-903
By
Its
C-1
11/13/96
EXHIBIT D
FORM OF "GLOBAL CERTIFICATE" BOND
UNITED STATES OF AMERICA
STATE OF MINNESOTA
HENNEPIN COUNTY
CITY OF ST. LOUIS PARK
R- $
GENERAL OBLIGATION TAX INCREMENT BONDS, SERIES 1996
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
REGISTERED OWNER:
December 1, 1996
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of St. Louis Park,
Minnesota (the "Issuer" or "City"), certifies that it is indebted and for value received promises
to pay to the registered owner specified above or on the certificate of registration below, or
registered assigns, in the manner hereinafter set forth, the principal amount specified above,
on the maturity date specified above, unless called for earlier redemption, and to pay interest
thereon semiannually on February 1 and August 1 of each year (each, an "Interest Payment
Date"), commencing February 1, 1997, 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 set forth above. The principal of and premium, if any, on this Bond are payable by
check or draft in next day funds or its equivalent upon presentation and surrender hereof at
the principal office of City Finance Officer (the "Bond Registrar"), acting as registrar, transfer
agent and paying agent, or any successor duly appointed by the Issuer. Interest on this Bond
will be paid on each Interest Payment Date by check or draft in next day funds or its
equivalent 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 calendar day 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 on a day selected by the Bond Registrar (a "Special Interest
BOND/22125897 3857-903
D-1
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Payment Date") 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 Interest Payment Date and the
Special Record Date shall be given to Bondholders not less than ten days prior to the Special
Record Date. The Special Interest Payment Date shall be not more than fifteen (15) days
after 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.
Date of Payment Not Business Day. If the date for payment of the principal of,
premium, if any, or interest on this Bond shall be a Saturday, Sunday, legal holiday or a day
on which banking institutions in the City of New York, New York, or the city where the
principal office of the Bond Registrar is located are authorized by law or executive order to
close, then the date for such payment shall be the next succeeding day which is not a
Saturday, Sunday, legal holiday or a day on which such banking institutions are authorized to
close, and payment on such date shall have the same force and effect as if made on the
nominal date of payment.
Redemption. The Bonds are subject to redemption and prior payment in whole or in
part in such amounts as the City may designate at the option of the City on August 1, 2005,
and any date thereafter for which proper notice can be given at a redemption price equal to
the principal amount of the Bonds to be redeemed, plus accrued interest to the redemption
date, without any premium.
Not more than forty nor less than thirty days prior to any redemption date, notice of
any redemption shall be given by mail by the Bond Registrar to the registered owners and
published notice, if required by law, shall be given in accordance with Chapter 475,
Minnesota Statutes. In the event of redemption of less than all of the Bonds, the Bond
Registrar shall assign to each Bond of such maturity then outstanding a distinctive number for
each $5,000 maturity amount of such Bonds and shall select by lot in the manner it
determines the order of numbers, at $5,000 for each number, for all outstanding Bonds. The
order of selection of Bonds to be redeemed shall be the Bonds to which were assigned
numbers so selected, but only so much of the maturity amount of each bond of a
denomination of more than $5,000 shall be redeemed as shall equal $5,000 for each number
assigned to it as so selected.
Issuance; Purpose; General Obligation. This Bond is one of an issue in the total
principal amount of $9,570,000, all of like dated date and tenor, except as to number,
maturity, interest rate, denomination and redemption privilege, which Bond has been issued
pursuant to and in full conformity with the Constitution and laws of the State of Minnesota
and pursuant to a resolution adopted by the City Council of the Issuer on November 18, 1996
(the "Resolution"), for the purpose of providing money to finance an expansion to the City's
recreation center. This Bond is payable out of the Issuer's General Obligation Tax Increment
Bonds, Series 1996 Debt Service Fund established pursuant to the Resolution. This Bond
constitutes a general obligation of the Issuer, and to provide moneys for the prompt and full
BOND/22125897 3857-903
D-2
11/13/96
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 originally only as
Global Certificates in the denomination of the entire principal amount of the issue maturing
on a single date, or, if a portion of said principal amount is prepaid, said principal amount
less the prepayment. Global Certificates are not exchangeable for fully registered bonds of
smaller denominations except to evidence a partial prepayment or in exchange for
Replacement Bonds if then available. Replacement Bonds, if made available as provided
below, 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.
that:
Replacement Bonds. Replacement Bonds may be issued by the Issuer in the event
(a) the Depository shall resign or discontinue its services for the Bonds, and
only if the Issuer is unable to locate a substitute depository within two (2) months
following the resignation or determination of noneligibility, or
(b) upon a determination by the Issuer in its sole discretion that (1) the
continuation of the book -entry system described in the Resolution, which precludes the
issuance of certificates (other than Global Certificates) to any Holder other than the
Depository (or its nominee), might adversely affect the interest of the beneficial
owners of the Bonds, or (2) that it is in the best interest of the beneficial owners of
the Bonds that they be able to obtain certificated bonds.
Transfer. This Bond shall be registered in the name of the payee on the books of the
Issuer by presenting this Bond for registration to the Bond Registrar, who will endorse his,
her or its name and note the date of registration opposite the name of the payee in the
certificate of registration attached hereto. Thereafter this Bond may be transferred by delivery
with an assignment duly executed by the Holder or his, her or its legal representatives, and
the Issuer and Bond Registrar may treat the Holder as the person exclusively entitled to
exercise all the rights and powers of an owner until this Bond is presented with such
assignment for registration of transfer, accompanied by assurance of the nature provided by
law that the assignment is genuine and effective, and until such transfer is registered on said
books and noted hereon by 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, or notice to, the Bond Registrar. Transfer of this Bond may, at the direction
BOND/22125897 3857-903
D-3
11/13/96
and expense of the Issuer, be subject to certain other restrictions if required to qualify this
Bond as being "in registered form" within the meaning of Section 149(a) of the federal
Internal Revenue Code of 1986, as amended.
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 Owner. 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 with respect to the Record Date)
and for all other purposes, whether or not this Bond shall be overdue, and neither the Issuer
nor the Bond Registrar shall be affected by notice to the contrary.
Authentication. This Bond shall not be valid or become obligatory for any purpose or
be entitled to any security unless the Certificate of Authentication hereon shall have been
executed by the Bond Registrar.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions and things
required by the Constitution and laws of the State of Minnesota and the Home Rule Charter
of the City to be done, to happen and to be performed, precedent to and in the issuance of
this Bond, have been done, have happened and have been performed, in regular and due form,
time and manner as required by law; and that the Issuer will levy a direct, annual, irrepealable
ad valorem tax upon all of the taxable property of the Issuer, without limitation as to rate or
amount, for the years and in amounts sufficient to pay the principal and interest on the Bonds
of this issue as they respectively become due; and this Bond, together with all other debts of
the Issuer outstanding on the date of original issue hereof and on the date of its issuance and
delivery to the original purchaser, does not exceed any constitutional or statutory limitation of
indebtedness.
BOND/22125897 3857-903
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11/I3/96
IN WITNESS WHEREOF, the City of St. Louis Park, by its City Council has caused
this Bond to be sealed with its official seal and to be executed on its behalf by the manual or
photocopied facsimile signature of its Mayor and City Manager and attested by the manual or
photocopied facsimile signature of its Clerk.
CITY OF ST. LOUIS PARK, MINNESOTA
By
Mayor
By
City Manager
(SEAL)
Attest:
By
Clerk
BOND/22125897 3857-903
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11/13/96
BOND REGISTRAR'S CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the Resolution mentioned within.
BOND/22125897 3857-903
Finance Officer of the City of St. Louis Park,
Minnesota
By
as Bond Registrar
General Obligation Tax Increment Bonds, Series 1996
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11/13/96
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CERTIFICATE OF REGISTRATION
The transfer of ownership of the principal amount of the attached Bond may be made only by
the registered owner or his, her or its legal representative last noted below.
DATE SIGNATURE OF
REGISTRATION REGISTERED OWNER BOND REGISTRAR
BOND/22125897 3857-903
D-7
11/I3/96
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Bond,
shall be construed as though they were written out in full according to applicable laws or
regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship and not as tenants in common
UTMA - as custodian for
(Cust) (Minor)
under the Uniform Transfers to Minors Act
BOND 22125897 3857-903
Additional abbreviations may also be used
though not in the above list
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11/13/96
1
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.
The Bond Registrar will not effect transfer of this Bond unless the information
concerning the transferee requested below is provided.
Name and Address:
BOND/22125897 3857-903
(Include information for all joint owners if the Bond is held by joint
account.)
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11/13/96
f
EXHIBIT E
FORM OF REPLACEMENT BOND
UNITED STATES OF AMERICA
STATE OF MINNESOTA
CITY OF ST. LOUIS PARK
R- $
GENERAL OBLIGATION TAX INCREMENT BOND, SERIES 1996
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
REGISTERED OWNER:
December 1, 1996
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of St. Louis Park,
Minnesota (the "Issuer" or "City"), certifies that it is indebted and for value received promises
to pay to the registered owner specified above, or registered assigns, in the manner hereinafter
set forth, the principal amount specified above, on the maturity date specified above, unless
called for earlier redemption, and to pay interest thereon semiannually on February 1 and
August 1 of each year (each, an "Interest Payment Date"), commencing February 1, 1997, 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 set forth above. The principal of and
premium, if any, on this Bond are payable upon presentation and surrender hereof at the
principal office of City Finance Officer (the "Bond Registrar"), acting as registrar, transfer
agent and paying agent, or any successor 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 calendar day 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 on a day selected by
the Bond Registrar (a "Special Interest Payment Date") to the person who is the Holder
hereof at the close of business on a date (the "Special Record Date") fixed by the Bond
BOND/22125897 3857-903
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11/13/96
Registrar whenever money becomes available for payment of the defaulted interest. Notice of
the Special Interest Payment Date and the Special Record Date shall be given to Bondholders
not less than ten days prior to the Special Record Date. The Special Interest Payment Date
shall be not more than fifteen (15) days after the Special Record Date. The principal of and
premium, if any, and interest on this Bond are payable in lawful money of the United States
of America.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS
BOND SET FORTH ON THE REVERSE SIDE HEREOF, WHICH PROVISIONS SHALL
FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET FORTH HERE.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions and things
required by the Constitution and laws of the State of Minnesota and the Home Rule Charter
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 the Issuer will levy a direct, annual, irrepealable ad
valorem tax upon all of the taxable property of the Issuer, without limitation as to rate or
amount, for the years and in amounts sufficient to pay the principal and interest on the Bonds
of this issue as they respectively become due; and this Bond, together with all other debts of
the Issuer outstanding on the date of original issue hereof and on the date of its issuance and
delivery to the original purchaser, does not exceed any constitutional or statutory limitation of
indebtedness.
IN WITNESS WHEREOF, the City of St. Louis Park, Minnesota by its City Council
has caused this Bond to be sealed with its official seal or a facsimile thereof and to be
executed on its behalf by the manual or facsimile signature of its Mayor and City Manager
and attested by the manual or facsimile signature of its Clerk.
(SEAL)
BOND/22125897 3857-903
CITY OF ST. LOUIS PARK, MINNESOTA
By
Mayor
By
City Manager
Attest
By
Clerk
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BOND REGISTRAR'S CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the Resolution mentioned within.
BOND/22125897 3857-903
Finance Officer of the City of St. Louis Park, Minnesota
By
as Bond Registrar
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11/13/96
ON REVERSE OF BOND
Date of Payment Not Business Day. If the date for payment of the principal of;
premium, if any, or interest on this Bond shall be a Saturday, Sunday, legal holiday or a day
on which banking institutions in the city of New York, New York, or the city where the
principal office of the Bond Registrar is located are authorized by law or executive order to
close, then the date for such payment shall be the next succeeding day which is not a
Saturday, Sunday, legal holiday or a day on which such banking institutions are authorized to
close, and payment on such date shall have the same force and effect as if made on the
nominal date of payment.
Redemption. The Bonds are subject to redemption and prior payment in whole or in
part in such amounts as the City may designate at the option of the City on August 1, 2005,
and any date thereafter for which proper notice can be given at a redemption price equal to
the principal amount of the Bonds to be redeemed, plus accrued interest to the redemption
date, without any premium.
Not more than forty nor less than thirty days prior to any redemption date, notice of
any redemption shall be given by mail by the Bond Registrar to the registered owners and
published notice, if required by law, shall be given in accordance with Chapter 475,
Minnesota Statutes. In the event of redemption of less than all of the Bonds, the Bond
Registrar shall assign to each Bond of such maturity then outstanding a distinctive number for
each $5,000 maturity amount of such Bonds and shall select by lot in the manner it
determines the order of numbers, at $5,000 for each number, for all outstanding Bonds. The
order of selection of Bonds to be redeemed shall be the Bonds to which were assigned
numbers so selected, but only so much of the maturity amount of each bond of a
denomination of more than $5,000 shall be redeemed as shall equal $5,000 for each number
assigned to it as so selected.
Issuance: Purpose: General Obligation. This Bond is one of an issue in the total
principal amount of $9,570,000, all of like dated date and tenor, except as to number,
maturity, interest rate, denomination and redemption privilege, which Bond has been issued
pursuant to and in full conformity with the Constitution and laws of the State of Minnesota
and pursuant to a resolution adopted by the City Council of the Issuer on November 18, 1996
(the "Resolution"), for the purpose of providing money to fmance an expansion of the City's
recreation center. This Bond is payable out of the Issuer's General Obligation Tax Increment
Bonds, Series 1996 Debt Service Fund of the Issuer established under the Resolution. 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
BOND/22125897 3857-903
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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, or notice to, 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 Owner. 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 on the reverse side hereof with
respect to the Record Date) and for all other purposes, whether or not this Bond shall be
overdue, and neither the Issuer nor the Bond Registrar shall be affected by notice to the
contrary.
Authentication. This Bond shall not be valid or become obligatory for any purpose or
be entitled to any security unless the Certificate of Authentication hereon shall have been
executed by the Bond Registrar.
BOND/22125897 3857-903
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11/13/96
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Bond,
shall be construed as though they were written out in full according to applicable laws or
regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship and not as tenants in common
UTMA - as custodian for
(Cust) (Minor)
under the Uniform Transfers to Minors Act (State)
BOND/22125897 3857-903
Additional abbreviations may also be used
though not in the above list
E-6
11/13196
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.
The Bond Registrar will not effect transfer of this Bond unless the information
concerning the transferee requested below is provided.
Name and Address:
BOND/22125897 3857-903
(Include information for all joint owners if the Bond is held by joint
account.)
E-7
11/13/96