HomeMy WebLinkAbout98-160 - ADMIN Resolution - City Council - 1998/11/16RESOLUTION NO. 98-987— 160
RESOLUTION ACCEPTING PROPOSAL ON SALE OF APPROXIMATELY
$4,305,000 GENERAL OBLIGATION TAX INCREMENT
BONDS, SERIES 1998, AND
PROVIDING FOR THEIR ISSUANCE
WHEREAS, the City Manager has presented proposals
received for the sale of approximately $4,305,000 General
Obligation Tax Increment Bonds, Series 1998 (the "Bonds"), of the
City of St. Louis Park, Hennepin County, Minnesota (the "City");
and
WHEREAS, it is necessary and expedient to issue the
Bonds pursuant to Minnesota Statutes, Chapters 469 and 475,
particularly Section 475.67, to refund in a current refunding the
outstanding principal amount scheduled for payment after March 1,
1999, of the City's $6,500,000 Variable Rate Demand General
Obligation Tax Increment Bonds, Series 1985 (the "1985 Prior
Bonds"), and $2,100,000 General Obligation Tax Increment Bonds,
Series 1987-B ( the "1987 Prior Bonds, with the 1985 Prior Bonds
the "Prior Bonds"); and
WHEREAS, the 1985 Prior Bonds mature on February 1,
2006, were issued in the aggregate principal amount of $6,500,000
and are outstanding in the principal amount of $3,870,000, of
which $3,485,000 (the "1985 Refunded Bonds") are not scheduled
for mandatory redemption in 1999 and are being called on or
before February 1, 1999, at par plus accrued interest; and
WHEREAS, the 1987 Prior Bonds mature on March 1, 2002,
were issued in the aggregate principal amount of $2,100,000 and
are outstanding in the principal amount of $975,000, of which
$750,000 (the "1987 Refunded Bonds") are not scheduled for
mandatory redemption in 1999 and are being consensually redeemed
on or before March 1, 1999, at par plus accrued interest; and
WHEREAS, the refunding of the 1985 Prior Bonds is
consistent with covenants made with the holders thereof, and is
necessary and desirable for the reduction of debt service cost to
the City and for the fixing of interest rates that have been
variable; and
WHEREAS, the 1987 Prior Bonds are not by their terms
prepayable at this time but consent to their refunding can be
obtained, and the refunding of the 1987 Prior Bonds is necessary
and desirable for the reduction of debt service cost to the City
and for the fixing of interest rates that have been variable; and
WHEREAS, the 1985 Prior Bonds financed public
improvements, specifically parking facilities and related
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improvements (the "1985 Project"), by The Housing and
Redevelopment Authority in and for the City of St. Louis Park,
Minnesota (the "HRA"), within and for the benefit of the HRA's
Excelsior Boulevard Redevelopment District and Project (the
"Excelsior Boulevard Tax Increment District"); and
WHEREAS, the 1987 Prior Bonds financed certain land
acquisition and public improvements (the "1987 Project") within
the City's Development District No. 3 (the "Trunk Highway Tax
Increment District"); and
WHEREAS, the control, authority and operation of both
the Excelsior Boulevard Tax Increment District and Trunk Highway
Tax Increment District has been transferred to the St. Louis Park
Economic Development Authority (the "EDA") pursuant to Minnesota
Statutes, Section 469.094; and
WHEREAS, collectively the 1985 Refunded Bonds and 1987
Refunded Bonds are the "Refunded Bonds", the 1985 Project and
1987 Project are the "Projects", and the Excelsior Boulevard Tax
Increment District and Trunk Highway Tax Increment District are
the "Tax Increment Districts"; and
WHEREAS, the tax increments from the Trunk Highway Tax
Increment District may not be used to finance the 1985 Project or
to pay the portion of the Bonds which refunds the 1985 Prior
Bonds, unless otherwise permitted by law, and tax increments from
the Excelsior Boulevard Tax Increment District may not be used to
finance the 1987 Project or to pay the portion of the Bonds which
refunds the 1987 Prior Bonds, unless otherwise permitted by law;
and
WHEREAS, based on the uses of the proceeds of the
Bonds, 82.29% of the debt service on Bonds is the portion thereof
which finances the 1985 Project and is to be paid from tax
increments of the Excelsior Boulevard Tax Increment District, and
17.71% is the portion thereof which finances the 1987 Project and
is to be paid from tax increments of the Trunk Highway Tax
Increment District; and
WHEREAS, there are other outstanding bonds of the City
and EDA to which tax increments of the Tax Increment Districts
are pledged, on a parity of lien with the pledge of tax
increments to the Bonds made in this resolution; and
WHEREAS, in the Terms of Proposal for the Bonds the
City reserved the right to increase or decrease the issue size
from the proposed $4,305,000 in increments of $5,000 in any
maturity, and to adjust the purchase price proportionately; and
WHEREAS, the City has heretofore issued registered
obligations in certificated form, and incurs substantial costs
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associated with their printing and issuance, and substantial
continuing transaction costs relating to their payment, transfer
and exchange; and
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; and
WHEREAS, "Participants" means those financial insti-
tutions for whom the Depository effects book -entry transfers and
pledges of securities deposited and immobilized with the
Depository; and
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, and the City has
heretofore entered into a blanket letter of representations (the
"Letter of Representations") setting forth various matters
relating to the Depository and its role with respect to the
Bonds; and
WHEREAS, the City will deliver the Bonds in the form of
one certificate per maturity, each representing the entire
principal amount of the Bonds due on a particular 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 as provided below; and
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 "Replacement Bonds"
means the certificates representing the Bonds so authenticated
and delivered by the Bond Registrar pursuant to paragraphs 6 and
12 hereof; and
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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 registrar appointed as provided in
paragraph 8 (the "Bond Registrar"); and
WHEREAS, Rule 15c2-12 of the Securities and Exchange
Commission prohibits "participating underwriters" from purchasing
or selling the Bonds unless the City undertakes to provide
certain continuing disclosure with respect to the Bonds; and
WHEREAS, pursuant to Minnesota Statutes, Section
475.60, Subdivision 2(9), public sale requirements do not apply
to the Bonds if the City retains an independent financial advisor
and determines to sell the Bonds by private negotiation, and the
City has instead authorized a competitive sale without
publication of notice thereof as a form of private negotiation;
and
WHEREAS, proposals for the Bonds have been solicited by
Ehlers & Associates, Inc., pursuant to an Official Statement and
Terms of Proposal therein:
NOW, THEREFORE, BE IT RESOLVED by the City Council of
the City of St. Louis Park, Minnesota, as follows:
1. Acceptance of Proposal. The proposal of Piper
Jaffray, Inc. (the "Purchaser"), to purchase approximately
$4,305,000 General Obligation Tax Increment Bonds, Series 1998,
of the City (the "Bonds", or individually a "Bond"), in
accordance with the Terms of Proposal, at the rates of interest
set forth hereinafter, and to pay for the Bonds the sum of
$4,285,377.98, is hereby found, determined and declared to be the
most favorable proposal received and is hereby accepted for the
Bonds in the "adjusted amount" set forth below, and the Bonds are
hereby awarded to the Purchaser. The Finance Director is
directed to retain the deposit of the Purchaser and to forthwith
return to the others making proposals their good faith checks or
drafts. The adjusted purchase price for the actual $4,290,000 of
the Bonds is $4,270,446.35.
2. Title; Original Issue Date; Denominations;
Maturities. The Bonds shall be titled "General Obligation Tax
Increment Bonds, Series 1998", shall be dated December 9, 1998,
as the date of original issue, and shall be issued forthwith 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.
Replacement Bonds, if issued as provided in paragraph 6, shall be
in the denomination of $5,000 each or in any integral multiple
thereof of a single maturity. The Bonds shall mature on February
1 in the years and amounts as follows:
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Year
2000
2001
2002
2003
Amount
$675,000
700,000
725,000
500,000
Year
2004
2005
2006
Amount
$530,000
570,000
590,000
Such maturities, compared to the Terms of Proposal for
the Bonds, reflect decreases in the following years and amounts:
2004 $5,000 and 2006 $10,000.
3. Purpose; Findings. The Bonds (together with other
available funds, if any, appropriated in paragraph 22 hereof)
shall provide funds for a current refunding of the Refunded Bonds
(the "Refunding"). The proceeds of the Bonds shall be deposited
and used as provided in paragraph 17. The total cost of the
Refunding, which shall include all costs enumerated in Minnesota
Statutes, Section 475.65, is estimated to be at least equal to
the amount of the Bonds. It is hereby found, determined and
declared that the Refunding of each of the Refunded Bonds is
necessary or desirable for the reduction of debt service cost to
the City and for the fixing of interest rates that have been
variable. The Bonds will not be outstanding longer than the
reasonable life expectancy of the Projects.
4. Interest. The Bonds shall bear interest payable
semiannually on February 1 and August 1 of each year (each, an
"Interest Payment Date"), commencing August 1, 1999, calculated
on the basis of a 360 -day year of twelve 30 -day months, at the
respective rates per annum set forth opposite the maturity years
as follows:
Maturity Interest Maturity Interest
Year Rate Year Rate
2000
2001
2002
2003
3.450
3.50
3.60
3.65
2004
2005
2006
3.75%
3.80
3.90
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
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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 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, 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 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,
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(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:
(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.
7. No Redemption. The Bonds shall not be subject to
redemption and prepayment prior to their maturity.
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8. Bond Registrar. The Finance Director of the City
is appointed to act as bond registrar and transfer agent with
respect to the Bonds (the "Bond Registrar"), and shall do so
unless and until a successor Bond Registrar is duly appointed. A
successor Bond Registrar 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. The Bond
Registrar shall also serve as paying agent unless and until a
successor paying agent is duly appointed. Principal and interest
on the Bonds shall be paid to the 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
the City Attorney or bond counsel.
A. Global Certificates. The Global Certificates,
together with the Certificate of Registration, the form of
Assignment and the registration information thereon, shall be in
substantially the following form and may be typewritten rather
than printed:
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R -
UNITED STATES OF AMERICA
STATE OF MINNESOTA
HENNEPIN COUNTY
CITY OF ST. LOUIS PARK
GENERAL OBLIGATION TAX INCREMENT
BOND, SERIES 1998
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
February 1,
REGISTERED OWNER:
December 9, 1998
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of St.
Louis Park, Hennepin County, 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, without option of earlier
redemption, and to pay interest thereon semiannually on
February 1 and August 1 of each year (each, an "Interest Payment
Date"), commencing August 1, 1999, at the rate per annum
specified above (calculated on the basis of a 360 -day year of
twelve 30 -day months) until the principal sum is paid or has been
provided for. This Bond will bear interest from the most recent
Interest Payment Date to which interest has been paid or, if no
interest has been paid, from the date of original issue hereof.
The principal of and premium, if any, on this Bond are payable in
same-day funds by 2:30 p.m., Eastern time, upon presentation and
surrender hereof at the principal office of
in , Minnesota (the "Bond Registrar"), acting as
paying agent, or any successor paying agent duly appointed by the
Issuer. Interest on this Bond will be paid on each Interest
Payment Date in same-day funds by 2:30 p.m., Eastern time, to the
person in whose name this Bond is registered (the "Holder" or
"Bondholder") on the registration books of the Issuer maintained
by the Bond Registrar and at the address appearing thereon at the
close of business on the fifteenth day of the calendar month next
preceding such Interest Payment Date (the "Regular Record Date").
Interest payments shall be received by the Holder no later than
2:30 p.m., Eastern time; and principal and premium payments shall
be received by the Holder no later than 2:30 p.m., Eastern time,
if the Bond is surrendered for payment enough in advance to
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permit payment to be made by such time. Any interest not so
timely paid shall cease to be payable to the person who is the
Holder hereof as of the Regular Record Date, and shall be payable
to the person who is the Holder hereof at the close of business
on a date (the "Special Record Date") fixed by the Bond Registrar
whenever money becomes available for payment of the defaulted
interest. Notice of the Special Record Date shall be given to
Bondholders not less than ten days prior to the Special Record
Date. The principal of and premium, if any, and interest on this
Bond are payable in lawful money of the United States of America.
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.
No Redemption. The Bonds of this issue (the "Bonds")
are not subject to redemption and prepayment prior to their
maturity.
Issuance; Purpose; General Obligation. This Bond is
one of an issue in the total principal amount of $4,290,000, all
of like date of original issue and tenor, except as to number,
maturity, interest rate, and denomination, which Bond has been
issued pursuant to and in full conformity with the Constitution
and laws of the State of Minnesota and the home rule charter of
the Issuer, and pursuant to a resolution adopted by the City
Council of the Issuer on November 16, 1998 (the "Resolution"),
for the purpose of providing funds, together with any
contributions of the Issuer, sufficient for the current refunding
of the Issuer's Variable Rate Demand General Obligation Bonds,
Series 1985, and General Obligation Tax Increment Bonds, Series
1987-B. This Bond is payable out of the Debt Service Account of
the Tax Increment Bonds, Series 1998, Fund of the Issuer, to
which account have been pledged tax increments received from two
tax increment districts in the City. 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 originally only as Global Certificates in the
denomination of the entire principal amount of the issue maturing
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on a single date. Global Certificates are not exchangeable for
fully registered bonds of smaller denominations. 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.
Replacement Bonds. Replacement Bonds may be issued by
the Issuer in the event that:
(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 non -
eligibility, or
(b) upon a determination by the Issuer in its sole
discretion (1) that 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 and expense of the Issuer, be subject to
certain other restrictions if required to qualify this Bond as
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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.
Oualified Tax -Exempt Obligations. The Bonds have been
designated by the Issuer as "qualified tax-exempt obligations"
for purposes of Section 265(b)(3) of the federal Internal Revenue
Code of 1986, as amended.
IT IS HEREBY CERTIFIED AND RECITED that all acts,
conditions and things required by the Constitution and laws of
the State of Minnesota to be done, to happen and to be performed,
precedent to and in the issuance of this Bond, have been done,
have happened and have been performed, in regular and due form,
time and manner as required by law; and that this Bond, together
with all other debts of the Issuer outstanding on the date of
original issue hereof and on the date of its issuance and
delivery to the original purchaser, does not exceed any
constitutional or statutory or home rule charter limitation of
indebtedness.
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IN WITNESS WHEREOF, the City of St. Louis Park,
Hennepin County, Minnesota, by its City Council has caused this
Bond to be executed on its behalf by the photocopied facsimile
signatures of its Mayor and of its City Manager.
Date of Registration: Registrable by:
BOND REGISTRAR'S
CERTIFICATE OF
AUTHENTICATION
This Bond is one of the
Bonds described in the
Resolution mentioned
within.
Bond Registrar
By
Authorized Signature
Payable at:
CITY OF ST. LOUIS PARK,
HENNEPIN COUNTY, MINNESOTA
x x x
Mayor
x x x
City Manager
General Obligation Tax Increment Bond, Series 1998, No. R-
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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 OF SIGNATURE OF
REGISTRATION REGISTERED OWNER BOND REGISTRAR
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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
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(Cust)
under the
(State)
(Minor)
Uniform Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
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ASSIGNMENT
For value received, the undersigned hereby sells,
assigns and transfers unto
the attached 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:
Signature Guaranteed:
The assignor's signature to this
assignment must correspond with the name
as it appears upon the face of the
attached Bond in every particular,
without alteration or any change
whatever.
Signature(s) must be guaranteed by a national bank or trust
company or by a brokerage firm having a membership in one of the
major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17Ad-15(a)(2).
The Bond Registrar will not effect transfer of this
Bond unless the information concerning the transferee requested
below is provided.
Name and Address:
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(Include information for all joint
owners if the Bond is held by joint
account.)
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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 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 following
form:
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UNITED STATES OF AMERICA
STATE OF MINNESOTA
HENNEPIN COUNTY
CITY OF ST. LOUIS PARK
GENERAL OBLIGATION TAX INCREMENT
BOND, SERIES 1998
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
REGISTERED OWNER:
December 9, 1998
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of St.
Louis Park, Hennepin County, 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,
without option of earlier redemption, and to pay interest thereon
semiannually on February 1 and August 1 of each year (each, an
"Interest Payment Date"), commencing August 1, 1999, at the rate
per annum specified above (calculated on the basis of a 360 -day
year of twelve 30 -day months) until the principal sum is paid or
has been provided for. This Bond will bear interest from the
most recent Interest Payment Date to which interest has been paid
or, if no interest has been paid, from the date of original issue
hereof. The principal of and premium, if any, on this Bond are
payable upon presentation and surrender hereof at the principal
office of , in
(the "Bond Registrar"),
acting as paying agent, or any successor paying agent duly
appointed by the Issuer. Interest on this Bond will be paid on
each Interest Payment Date by check or draft mailed to the person
in whose name this Bond is registered (the "Holder" or
"Bondholder") on the registration books of the Issuer maintained
by the Bond Registrar and at the address appearing thereon at the
close of business on the fifteenth day of the calendar month next
preceding such Interest Payment Date (the "Regular Record Date").
Any interest not so timely paid shall cease to be payable to the
person who is the Holder hereof as of the Regular Record Date,
and shall be payable to the person who is the Holder hereof at
the close of business on a date (the "Special Record Date") fixed
by the Bond Registrar whenever money becomes available for
998248 2
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payment of the defaulted interest. Notice of the Special Record
Date shall be given to Bondholders not less than ten days prior
to the Special Record Date. The principal of and premium, if
any, and interest on this Bond are payable in lawful money of the
United States of America.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF
THIS BOND SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL
FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET FORTH HERE.
IT IS HEREBY CERTIFIED AND RECITED that all- acts,
conditions and things required by the Constitution and laws of
the State of Minnesota to be done, to happen and to be performed,
precedent to and in the issuance of this Bond, have been done,
have happened and have been performed, in regular and due form,
time and manner as required by law; and that this Bond, together
with all other debts of the Issuer outstanding on the date of
original issue hereof and on the date of its issuance and
delivery to the original purchaser, does not exceed any
constitutional or statutory or home rule charter limitation of
indebtedness.
IN WITNESS WHEREOF, the City of St. Louis Park,
Hennepin County, Minnesota, by its City Council has caused this
Bond to be executed on its behalf by the original or facsimile
signatures of its Mayor and of its City Manager.
998248 2
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Date of Registration: Registrable by:
Payable at:
BOND REGISTRAR'S CITY OF ST. LOUIS PARK,
CERTIFICATE OF HENNEPIN COUNTY, MINNESOTA
AUTHENTICATION
This Bond is one of the
Bonds described in the X X X
Resolution mentioned Mayor
within.
Bond Registrar
By
Authorized Signature
998248 2
X x x
City Manager
22
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.
No Redemption. The Bonds of this issue (the "Bonds")
are not subject to redemption and prepayment prior to their
maturity.
Issuance; Purpose; General Obligation. This Bond is
one of an issue in the total principal amount of $4,290,000, all
of like date of original issue and tenor, except as to number,
maturity, interest rate, and denomination, which Bond has been
issued pursuant to and in full conformity with the Constitution
and laws of the State of Minnesota and the home rule charter of
the Issuer, and pursuant to a resolution adopted by the City
Council of the Issuer on November 16, 1998 (the "Resolution"),
for the purpose of providing funds, together with any
contributions of the Issuer, sufficient for the current refunding
of the Issuer's Variable Rate Demand General Obligation Tax
Increment Bonds, Series 1985, and General Obligation Tax
Increment Bonds, Series 1987-A. This Bond is payable out of the
Debt Service Account of the Tax Increment Bonds, Series 1998,
Fund of the Issuer, to which account have been pledged tax
increments received from two tax increment districts in the City.
This Bond constitutes a general obligation of the Issuer, and to
provide moneys for the prompt and full payment of its principal,
premium, if any, and interest when the same become due, the full
faith and credit and taxing powers of the Issuer have been and
are hereby irrevocably pledged.
Denominations; Exchange; Resolution. The Bonds are
issuable solely as fully registered bonds in the denominations of
$5,000 and integral multiples thereof of a single maturity and
are exchangeable for fully registered Bonds of other authorized
denominations in equal aggregate principal amounts at the
principal office of the Bond Registrar, but only in the manner
and subject to the limitations provided in the Resolution.
Reference is hereby made to the Resolution for a description of
the rights and duties of the Bond Registrar. Copies of the
Resolution are on file in the principal office of the Bond
Registrar.
998248 2
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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.
Oualified Tax -Exempt Obligations. The Bonds have been
designated by the Issuer as "qualified tax-exempt obligations"
for purposes of Section 265(b)(3) of the federal Internal Revenue
Code of 1986, as amended.
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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
998248 2
(Cust) (Minor)
under the Uniform Transfers to Minors Act
(State)
Additional abbreviations may also be used
though not in the above list.
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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:
Signature Guaranteed:
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(s) must be guaranteed by a national bank or trust
company or by a brokerage firm having a membership in one of the
major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17Ad-15(a)(2).
The Bond Registrar will not effect transfer of this
Bond unless the information concerning the transferee requested
below is provided.
Name and Address:
998248 2
(Include information for all joint owners
if the Bond is held by joint account.)
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10. Execution. The Bonds shall be executed on behalf
of the City by the signatures of its Mayor and its City Manager
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
disability or resignation or other absence of any such officer,
the Bonds may be signed by the manual or facsimile signature of
that officer who may act on behalf of such absent or disabled
officer. In case any 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 for any purpose or be entitled to
any security or benefit under this resolution unless a
Certificate of Authentication on such Bond, substantially in the
form hereinabove set forth, shall have been duly executed by an
authorized representative of the Bond Registrar. Certificates of
Authentication on different Bonds need not be signed by the same
person. The Bond Registrar shall authenticate the signatures of
officers of the City on each Bond by execution of the Certificate
of Authentication on the Bond and by inserting as the date of
registration in the space provided the date on which the Bond is
authenticated. For purposes of delivering the original Global
Certificates to the Purchaser, the Bond Registrar shall insert as
the date of registration the date of original issue, which date
is December 9, 1998. 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
998248 2
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on the Global Certificate. Thereafter a Global Certificate may
be transferred by delivery with an assignment duly executed by
the Holder or 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 this 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.
998248 2
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All Bonds surrendered upon any exchange or transfer
provided for in this resolution shall be promptly cancelled by
the Bond Registrar and thereafter disposed of as directed by the
City.
All Bonds delivered in exchange for or upon transfer of
Bonds shall be valid general obligations of the City evidencing
the same debt, and entitled to the same benefits under this
resolution, as the Bonds surrendered for such exchange or
transfer.
Every Bond presented or surrendered for transfer or
exchange shall be duly endorsed or be accompanied by a written
instrument of transfer, in form satisfactory to the Bond
Registrar, duly executed by the Holder thereof or his, her or its
attorney duly authorized in writing.
The Bond Registrar may require payment of a sum
sufficient to cover any tax or other governmental charge payable
in connection with the transfer or exchange of any Bond and any
legal or unusual costs regarding transfers and lost Bonds.
Transfers shall also be subject to reasonable
regulations of the City contained in any agreement with, 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) day of the calendar
month next preceding such Interest Payment Date (the "Regular
Record Date"). Any such interest not so timely paid shall cease
to be payable to the person who is the Holder thereof as of the
Regular Record Date, and shall be payable to the person who is
the Holder thereof at the close of business on a date (the
"Special Record Date") fixed by the Bond Registrar whenever money
becomes available for payment of the defaulted interest. Notice
of the Special Record Date shall be given by the Bond Registrar
998248 2
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to the Holders not less than ten (10) days prior to 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, other than payments,
redemptions, and purchases, the City may (but shall not be
obligated to) treat as the Holder of a Bond the beneficial owner
of the Bond instead of the person in whose name the Bond is
registered. For that purpose, the City may ascertain the
identity of the beneficial owner of the Bond by such means as the
Bond Registrar in its sole discretion deems appropriate,
including but not limited to a certificate from the person in
whose name the Bond is registered identifying such beneficial
owner.
(B) The City and Bond Registrar may treat the person in
whose name any Bond is registered as the owner of such Bond for
the purpose of receiving payment of principal of and premium, if
any, and interest (subject to the payment provisions in paragraph
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.
(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 or her the
execution thereof, or by an affidavit of any witness to such
execution.
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(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.
16. Delivery; Application of Proceeds. The Global
Certificates when so prepared and executed shall be delivered by
the Finance Director to the Purchaser upon receipt of the
purchase price, and the Purchaser shall not be obliged to see to
the proper application thereof.
17. Fund and Account. There is hereby created a
special account to be designated the "Tax Increment Bonds, Series
1998, Fund" (the "Fund") to be administered and maintained by the
Treasurer as a bookkeeping account separate and apart from all
other accounts maintained in the official financial records of
the City. The Fund shall be maintained in the manner herein
specified until all of the Bonds, and interest thereon, have been
fully paid. There shall be established and maintained in the
Fund the following two (2) separate accounts, to which shall be
credited and debited all income and disbursements of the Fund as
hereinafter set forth. In such records there shall be
established and maintained accounts of the Fund for the purposes
and in the amounts as follows:
a. A "Refunding Account", to which shall be credited
the proceeds of the sale of the Bonds, less accrued interest
received thereon, and less any amount paid for the Bonds in
excess of $4,272,712, plus any amounts appropriated in
paragraph 22. From the Refunding Account there shall be
paid all costs and expenses of the Refunding and, on the
redemption date or dates of the Refunded Bonds, the
principal of, and interest on, the Refunded Bonds, and all
other costs incurred and to be incurred of the kind
authorized in Minnesota Statutes, Section 475.65; and the
moneys in the Refunding Account shall be used for no other
purpose except as otherwise provided by law; and provided
further that if upon completion of the Refunding there shall
remain any unexpended balance in the Refunding Account, the
balance shall be transferred to the Debt Service Account.
b. A "Debt Service Account", to which shall be
irrevocably appropriated, pledged and credited: (1) accrued
interest paid by the Purchaser of the Bonds and amounts paid
for the Bonds in excess of $4,272,712; (2) after payment of
the Prior Bonds, any balance remaining in the debt service
accounts created for the Prior Bonds; (3) collections of tax
increments derived from the Excelsior Boulevard Tax
Increment District in an amount sufficient to pay 82.29% of
the debt service on the Bonds, but no more than 82.29%
unless otherwise permitted by law, provided that tax
998248 2
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increments of the Excelsior Boulevard Tax Increment District
in excess of such amounts may be used otherwise as provided
by law; (4) collections of tax increments derived from the
Trunk Highway Tax Increment District in an amount sufficient
to pay 17.710 of the debt service on the Bonds, but no more
than 17.710 unless otherwise permitted by law, provided that
tax increments of the Trunk Highway Tax Increment District
in excess of such amounts may be used otherwise as provided
by law; (5) all collections of taxes which may hereafter be
levied for the payment of the principal of, and interest on,
the Bonds; (6) all funds remaining in the Refunding Account
after completion of the Refunding and payment of the costs
thereof; (7) all investment earnings on moneys held in the
Debt Service Account; and (8) any other moneys which are
properly available and are appropriated by the City Council
to the Debt Service Account. The moneys in said account
shall be used only to pay or prepay the principal of, and
interest on, the Bonds and any other general obligation
bonds hereafter issued and made payable from said account.
No portion of the proceeds of the Bonds shall be used
directly or indirectly to acquire higher yielding investments or
to replace funds which were used directly or indirectly to
acquire higher yielding investments, except (1) for a reasonable
temporary period until such proceeds are needed for the purpose
for which the Bonds were issued, and (2) in addition to the above
in an amount not greater than the lesser of five percent (5%) of
the sale proceeds of the Bonds or $100,000. To this effect, any
proceeds of the Bonds and any sums from time to time held in the
Refunding Account or Debt Service Account (or any other City
account which will be used to pay principal or interest to become
due on the bonds payable therefrom) in excess of amounts which
under then -applicable federal arbitrage regulations may be
invested without regard as 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. In
addition, the proceeds of the Bonds and money in the Fund shall
not be invested in obligations or deposits issued by, guaranteed
by or insured by the United States or any agency or instrumen-
tality thereof if and to the extent that such investment would
cause the Bonds to be "federally guaranteed" within the meaning
of Section 149(b) of the federal Internal Revenue Code of 1986,
as amended (the "Code").
18. Tax Increments. The tax increments derived from
the Tax Increment Districts are hereby pledged to the payment of
the Bonds, and the interest thereon, to the extent provided in
paragraph 19, but solely to the extent required to meet, with
other pledged sources, one hundred five percent (105%) of the
principal and interest requirements of the Bonds. The County
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Auditor of Hennepin County has heretofore certified the original
tax capacity of real property within the Tax Increment Districts.
Under the provisions of Minnesota Statutes, Section 469.177, the
County Auditor will include only the original tax capacity
(subject to such subsequent adjustment as may be required by law)
in the valuation upon which he or she computes the rate of all
state, county, city, school district and other taxes, but will
extend the rates so determined against the entire tax capacity of
such real property. The County Treasurer will remit to the EDA
as tax increment that portion of the taxes paid each year on real
property in the Tax Increment Districts which represents the
taxes on captured tax capacity (being tax capacity of the
property less said original tax capacity).
The pledge and appropriation of tax increments herein to the
Bonds shall be on a parity of lien with all pledges and
appropriations of tax increments of the Tax Increment Districts
heretofore made.
With respect to the Bonds and tax increments of the Tax
Increment Districts, promptly upon the receipt from the EDA of an
installment of tax increments from Hennepin County which has been
derived from the Tax Increment Districts, the City shall cause
such amounts to be deposited into the Debt Service Account as
follows: (i) with respect to installments of tax increments
received from each February 1 through the next succeeding July
31, as the case may be, there shall be deposited to the Debt
Service Account that portion of tax increments received as shall,
together with amounts then on deposit in the Debt Service
Account, equal at least the interest due on the next August 1 and
one-half of the principal amount of the Bonds due on the next
February 1; and (ii) with respect to installments of tax
increments received from each August 1 to the next succeeding
January 31, there shall be deposited to the Debt Service Account
that portion of the tax increments received as shall, together
with amounts then on deposit in the Debt Service Account, equal
at least the interest due on the next February 1 and the
principal amount of the Bonds payable on the next February 1.
Tax Increments received from the Tax Increment Districts shall
also be paid to the City for bonds other than the Bonds as
provided in other resolutions of the City.
The estimated collection of such tax increments exceeds
twenty percent (2090 of the principal and interest to become due
on the Bonds within the meaning of Minnesota Statutes, Section
475.58.
The increments of the Tax Increment Districts may be
pledged to other purposes by the City or EDA, as appropriate.
The priority of such pledges may be superior, subordinate, or on
a parity with the pledge made in this resolution, such priority
to be determined at the time thereof.
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Notwithstanding any provision herein to the contrary,
the City reserves the right to terminate or reduce the tax
increments herein pledged to the payment of the Bonds and
interest thereon to the extent and in the manner permitted by law
so long as such action does not preclude the City from paying
when due the debt service on the Bonds or otherwise impair the
City's full faith and credit pledge, and to apply to other lawful
purposes the tax increments herein pledged to the payment of the
Bonds and interest thereon to the extent and in the manner
permitted by law.
19. Limited Use of Tax Increments. The proceeds of
Bonds are used 82.29% to refund the 1985 Prior Bonds and 17.71%
to refund the 1987 Prior Bonds, allocated based on the principal
amounts of the Prior Bonds refunded with proceeds of the Bonds.
Tax increments from the Excelsior Boulevard Tax Increment
District shall pay 82.29%, but no more than 82.29% unless
otherwise permitted by law, of the debt service on the Bonds,
representing the portion which finances the 1985 Project. Tax
Increments from the Trunk Highway Tax Increment District shall
pay 17.71%, but no more than 17.71% unless otherwise permitted by
law, of the debt service on the Bonds, representing the portion
which finances the 1987 Project.
20. Coverage Test; Excess Tax Increments. It is
hereby found, determined and declared that the tax increments are
such that if collected in full they, together with estimated
collections of other revenues herein pledged for the payment of
the Bonds, will produce at least five percent (5%) in excess of
the amount needed to meet when due the principal and interest
payments on the Bonds. Annually at the time taxes are required
to be levied, the City shall estimate the sufficiency of the Debt
Service Account. In the event that it is anticipated that the
aggregate amount in (or to be timely received in) the Debt
Service Account will not be sufficient to pay the principal and
interest on the Bonds to become due in the next eighteen (18)
months, the City shall levy an ad valorem tax in such amount as
is necessary, with other sources, to pay the principal and
interest due on the Bonds during such period.
Tax increments in excess of the debt service on the
Bonds may be devoted to any proper purpose.
Nothing contained herein shall be deemed to preclude
the City from making further pledges and appropriations of the
tax increments for the payment of other or additional obligations
of the City, provided that it has first been determined by the
City Council that estimated tax increments will be sufficient, in
addition to all other sources, for the payment of the Bonds and
such additional obligations, and any such pledge and
appropriation of said tax increments may be made superior or
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subordinate to, or on a parity with, the pledge and appropriation
herein.
21. General Obligation Pledge. For the prompt and
full payment of the principal and interest on the Bonds, as the
same respectively become due, the full faith, credit and taxing
powers of the City shall be and are hereby irrevocably pledged.
If the tax increments appropriated and pledged to the payment of
principal and interest on the Bonds, together with other funds
irrevocably appropriated to the Debt Service Account, 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 they
become due. If the balance in the Fund (as defined in paragraph
17 hereof) is ever insufficient to pay all principal and interest
then due on the Bonds, the deficiency shall be promptly paid out
of any other funds of the City which are available for such
purpose, including 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.
22. Appropriation to Refunding Account or for Issuance
Expenses. There is hereby appropriated to the Refunding Account
or for the payment of the expenses of issuing the Bonds $-0- from
the City's General Fund, or such greater or lesser amounts as
shall be necessary, with proceeds of the Bonds, to fully fund the
Refunding Account to achieve its purposes and to fully pay
expenses of issuing the Bonds.
23. Securities. The Finance Director, or anyone
designated by the Finance Director to act in her behalf, is
hereby authorized and directed to purchase securities for the
Refunding Account, including any appropriate United States
Treasury Securities, State and Local Government Series ("SLGS"),
from the proceeds of the Bonds in accordance with the provisions
of this resolution, and to execute all documents (including the
appropriate subscription form) which may be required to effect a
purchase of SLGS in accordance with the applicable U.S. Treasury
Regulations.
24. Redemption of Refunded Bonds; Notice of
Redemption. The Refunded Bonds shall be paid on such date or
dates as the Finance Director shall determine within ninety (90)
days of the issuance of the Bonds, at par and interest accrued to
the date or dates of prepayment. The Mayor, City Manager and
Finance Director and other officials of the City are hereby
authorized and directed to take such action and sign such
documents as may be necessary to cause the Prior Bonds to be
redeemed. Notice of Call for Redemption shall be given by the
Finance Director to the trustees for the Refunded Bonds, who
shall mail notice of redemption of such issue. The Finance
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Director is hereby authorized, together with Ehlers & Associates,
Inc., and Briggs and Morgan, Professional Association, to
negotiate and obtain an agreement to prepay the 1987 Prior Bonds
within ninety (90) days of the closing of the sale of the Bonds.
The Notice of Call for Redemption of the 1985 Refunded Bonds
shall be in substantially the form attached to this resolution as
Exhibit A, and the Notice of Call for Redemption of the 1987
Refunded Bonds may be in substantially the form attached to this
resolution as Exhibit A.
25. Termination of Contracts Relating to Prior Bonds.
The City Manager shall take such actions and make such payments
as shall be necessary to terminate contracts relating to (1) the
1985 Prior Bonds, including the Trust Indenture with First Trust
Company, Inc. (now U.S. Bank Trust National Association), Standby
Bond Purchase Agreement with The Sumitomo Bank, Limited, Chicago
Branch, Tender Agent Agreement with J. Henry Schroeder Bank &
Trust Company of New York, and Remarketing Agreement with Miller
& Schroeder Financial, Inc. (now with Norwest Investment
Services, Inc.), and to (2) the 1987 Prior Bonds, including the
Trust Indenture with First Trust Company, Inc., Standby Bond
Purchase Agreement with The Sumitomo Bank, Limited, Chicago
Branch, Tender Agent Agreement with First Trust Company, Inc.,
and Remarketing Agreement with Miller & Schroeder Financial, Inc.
(now with Norwest Investment Services, Inc.).
26. Certificate of Registration. The City Clerk is
hereby directed to file a certified copy of this resolution with
the County Auditor 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.
27. 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.
28. Negative Covenants as to Use of Proceeds and
Projects. The City hereby covenants not to use the proceeds of
the Bonds or to use the Projects, or to cause or permit them to
be used, or to enter into any deferred payment arrangements for
the cost of the Projects, in such a manner as to cause the Bonds
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to be "private activity bonds" within the meaning of Sections 103
and 141 through 150 of the Code. The City reasonably expects
that no actions will be taken over the term of the Bonds that
would cause them to be private activity bonds, and the average
term of the Bonds is not longer than reasonably necessary for the
governmental purpose of the issue. The City hereby covenants not
to use the proceeds of the Bonds in such a manner as to cause the
Bonds to be "hedge bonds" within the meaning of Section 149(g) of
the Code.
29. 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 any elections are available now or hereafter with
respect to arbitrage or rebate matters relating to the Bonds, the
Mayor, City Manager, Finance Director, City Clerk and Treasurer,
or any of them, are hereby authorized and directed to make such
elections as they deem necessary, appropriate or desirable in
connection with the Bonds, and all such elections shall be, and
shall be deemed and treated as, elections of the City.
30. Designation of Qualified Tax -Exempt Obligations.
In order to qualify the Bonds as "qualified tax-exempt
obligations" within the meaning of Section 265(b)(3) of the Code,
the City hereby makes the following factual statements and
representations:
(a) the Bonds are issued after August 7, 1986;
(b) the Bonds are not "private activity bonds" as
defined in Section 141 of the Code;
(c) the City hereby designates the Bonds as "qualified
tax-exempt obligations" for purposes of Section 265(b)(3) of
the Code;
(d) the reasonably anticipated amount of tax-exempt
obligations (other than private activity bonds, treating
qualified 501(c)(3) bonds as not being private activity
bonds) which will be issued by the City (and all entities
treated as one issuer with the City, and all subordinate
entities whose obligations are treated as issued by the
City) during this calendar year 1998 will not exceed
$10,000,000;
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37
(e) not more than $10,000,000 of obligations issued by
the City during this calendar year 1998 have been designated
for purposes of Section 265(b)(3) of the Code;
(f) the aggregate face amount of the Bonds does not
exceed $10,000,000; and
(g) the Bonds are issued to refund, and not to
"advance refund" within the meaning of Section 149(d) (5) of
the Code, an obligation, and shall not be taken into account
under the $10,000,000 issuance limit to the extent the
amount of the Bonds does not exceed the outstanding amount
of the refunded bonds.
The City shall use its best efforts to comply with any federal
procedural requirements which may apply in order to effectuate
the designation made by this paragraph.
31. Tax Increment Pledge Agreement. The City hereby
approves the Tax Increment Pledge Agreement substantially in the
form presented to the City Council, to be dated as of its date of
execution in 1998, and hereby authorizes the Mayor and City
Manager to execute the Tax Increment Pledge Agreement on behalf
of the City, with such additions and modifications as those
officers may deem desirable or necessary as evidenced by their
execution thereof. The Tax Increment Pledge Agreement in the
form executed is hereby incorporated by reference and made a part
of this resolution.
32. Letter of Representations. The Letter of
Representations for the Bonds is hereby confirmed to be the
Blanket Issuer Letter of Representations dated October 18, 1995,
by the City and received and accepted by The Depository Trust
Company. 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.
33. Negotiated Sale. The City has retained Ehlers &
Associates, Inc., as an independent financial advisor, and the
City has heretofore determined, and hereby determines, to sell
the Bonds by private negotiation, all as provided by Minnesota
Statutes, Section 475.60, Subdivision 2(9).
34. Official Statement. Proposals for the Bonds were
solicited by Ehlers & Associates, Inc., acting on behalf of the
City. The use by Ehlers & Associates, Inc., of the Official
Statement, and the terms and conditions of the Bonds and the sale
set forth therein, are hereby approved and ratified.
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35. Continuing Disclosure. The City is an obligated
person with respect to the Bonds. The City hereby agrees, in
accordance with the provisions of Rule 15c2-12 (the "Rule"),
promulgated by the Securities and Exchange Commission (the
"Commission") pursuant to the Securities Exchange Act of 1934, as
amended, and a Continuing Disclosure Undertaking (the
"Undertaking") hereinafter described, to:
A. Provide or cause to be provided to each nationally
recognized municipal securities information repository
("NRMSIR") and to the appropriate state information
depository ("SID"), if any, for the State of Minnesota, in
each case as designated by the Commission in accordance with
the Rule, certain annual financial information and operating
data in accordance with the Undertaking. The City reserves
the right to modify from time to time the terms of the
Undertaking as provided therein.
B. Provide or cause to be provided, in a timely
manner, to (i) each nationally recognized municipal
securities information repository ("NRMSIR") or to the
Municipal Securities Rulemaking Board ("MSRB") and (ii) the
SID, notice of the occurrence of certain material events
with respect to the Bonds in accordance with the
Undertaking.
C. Provide or cause to be provided, in a timely
manner, to (i) each NRMSIR or to the MSRB and (ii) the SID,
notice of a failure by the City to provide the annual
financial information with respect to the City described in
the Undertaking.
The City agrees that its covenants pursuant to the Rule
set forth in this paragraph 35 and in the Undertaking are
intended to be for the benefit of the Holders of the Bonds and
shall be enforceable on behalf of such Holders; provided that the
right to enforce the provisions of these covenants shall be
limited to a right to obtain specific enforcement of the City's
obligations under the covenants.
The Mayor and City Manager or any other officers of the
City authorized to act in their stead (the "Officers"), are
hereby authorized and directed to execute on behalf of the City
the Undertaking in substantially the form presented to the City
Council, subject to such modifications thereof or additions
thereto as are (i) consistent with the requirements under the
Rule, (ii) required by the Purchaser, and (iii) acceptable to the
Officers.
36. Supplemental Resolution. Prior resolutions of the
City governing the use of tax increments of the Tax Increment
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Districts are hereby supplemented to the extent necessary to give
effect to the provisions of paragraph 17 of this resolution.
37. 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.
38. 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.
39. Effective Date. This resolution shall become
effective immediately upon its passage.
Attest:
C. Y Clerk
Reviewed for Administration:
CityMaan t
/:0!3°Pe—
g
998248 2
Adopted by the City Council
November 16, 1998
'e ;4
Mayor
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