HomeMy WebLinkAbout2001 10-04 City Council Special Meeting PacketAGENDA
SPECIAL MEETING
MAPLEWOOD -CITY COUNCIL
5:00 p.m., October 4, 2001
Council Chambers, Municipal Building
Meeting 01 -23
A. CALL TO ORDER
B. ROLL CALL
C. APPROVAL OF AGENDA
D. AWARD OF BID
1. Bid Award on Equipment Certificates, Improvements Bond
and Refunding Bonds
E. ADJOURNMENT
AGENDA NO. ) f
AGENDA REPORT
TO: City Manager
FROM: Finance Director
Action by
Date
Endor "
Modified
Rejected
RE: Bid Award on Equipment Certificates, Improvement Bonds and
Refunding Bonds
DATE: September 28, 2001
On August 27 the Council gave preliminary approval for the sale of General
Obligation Equipment Certificates, Improvement Bonds and Refunding Bonds
totaling $5,000,000. The bids on these bonds are scheduled to be opened at
10:00 a.m. on Thursday, October 4.
The bid award is scheduled for 5:00 p.m. at a special Council meeting on
Thursday, October 4. A recommendation regarding the bid award will be made at
the Council meeting by Dan Hartman of Springsted Incorporated. At that time, a
resolution will need to be adopted to award the bid on the equipment certificates
and each bond issue. A copy of each resolution is attached.
P \PERM \01 BONDS2.DOC
EXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF
MAPLEWOOD, MINNESOTA
HELD: October 4, 2001
Pursuant to due call and notice thereof, a regular meeting of the City Council of
the City of Maplewood, Ramsey County, Minnesota, was duly held at the City Hall in said City
on Thursday, the 4th day of October, 2001, at o'clock _.M., for the purpose, in part,
of considering proposals for and awarding the competitive negotiated sale of, $690,000 General
Obligation Equipment Certificates of Indebtedness., Series 2001A of the City.
The following members were present:
and the following were absent:
The City Clerk presented proposals on $690,000 General Obligation Equipment
Certificates of Indebtedness, Series 2001A of the City, for which proposals were to be received,
opened and tabulated by the City Clerk, or designee, this same day, in accordance with the
resolution adopted by the City Council on August 27, 2001.
The following proposals were received, opened and tabulated at 10:00 A.M.,
Central Time, at the offices of Springsted Incorporated, in the presence of the City Clerk, or
designee, on this same day:
Bidder Interest Rate True Interest Cost
The Council then proceeded to consider and discuss the proposals, after which member
introduced the following resolution and moved its adoption:
RESOLUTION ACCEPTING PROPOSAL ON THE COMPETITIVE NEGOTIATED
SALE OF $690,000 GENERAL OBLIGATION EQUIPMENT
CERTIFICATES OF INDEBTEDNESS, SERIES 2001A, PROVIDING FOR THEIR
ISSUANCE AND LEVYING A TAX FOR THE PAYMENT THEREOF
A. WHEREAS, the City Council of the City of Maplewood, Minnesota (the
"City "), has heretofore determined and declared that it is necessary and expedient to issue
$690,000 General Obligation Equipment Certificates of Indebtedness, Series 2001A of the City
(the "Certificates "), pursuant to Minnesota Statutes, Chapter 475 and Minnesota Statutes, Section
412.301, to finance the purchase of various equipment for the City (the "Project "); and
1328288v1
B. WHEREAS, each item of equipment to be financed by the Certificates has
an expected useful life at least as long as the term of the Certificates; and
C. WHEREAS, the principal amount of the Certificates does not exceed
0.25% of the market value of the City; and
D. WHEREAS, it is in the best interests of the City that the Certificates be
issued in book -entry form as hereinafter provided; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Maplewood, Minnesota, as follows:
1. Acceptance of ProiDosal The proposal of (the "Purchaser "),
to purchase the Certificates of the City (or a individually, "Certificate"), , in accordance with the
Terms of Proposal, at the rates of interest hereinafter set forth, and to pay therefor the sum of
$ , plus accrued interest to settlement, is hereby found, determined and declared to be
the most favorable proposal received aAd is hereby accepted, and the Bonds are hereby awarded
to said proposal maker. The City Clerk is directed to retain the deposit of said proposal maker
and to forthwith return to the unsuccessful proposal makers their good faith checks and drafts.
2. Certificate Terms
(a) Title; Original Issue Date; Denominations; Maturities The Certificates shall be
titled "General Obligation Equipment Certificates of Indebtedness, Series 2001A ", shall be dated
October 1, 2001, as the date of original issue and shall be issued forthwith on or after such date
as fully registered certificates. The Certificates shall be numbered from R -1 upward in the
denomination of $5,000 each or in any integral multiple thereof of a single maturity tY (the
"Authorized Denominations "). The Certificates shall mature, without option of prepayment, on
October 1 in the years and amounts as follows:
Year
Amount
Year
Amount
2003
$165,000
2005
$175,000
2004
170 9 000
2006
180
All dates are inclusive.
(b) Book Entry Only System The Depository Trust Company, a limited purpose
trust company organized under the laws of the State of New York or any of its successors or its
successors to its functions hereunder (the "Depository ") will act as securities depository for the
Certificates, and to this end:
(i) The Certificates shall be initially issued and, so long as they remain in
book entry form only (the "Book Entry Only Period "), shall at all times be in the form of
a separate single fully registered Certificate for each maturity of the Certificates; and for
purposes of complying with this requirement under paragraphs 5 and 10 Authorized
Denominations for any Certificate shall be deemed to be limited during the Book Entry
Only Period to the outstanding principal amount of that Certificate.
1328288vl 2
00 Upon initial issuance, ownership of the Certificates shall be registered in a
bond register maintained by the Registrar (as hereinafter defined) in the name of CEDE
& CO., as the nominee (it or any nominee of the existing or a successor Depository, the
"Nominee ").
(iii) With respect to the Certificates neither the City nor the Registrar shall
have any responsibility or obligation to any broker, dealer, bank, or any other financial
institution for which the Depository holds Certificates as securities depository (the
"Participant ") or the person for which a Participant holds an interest in the Certificates
shown on the books and records of the Participant (the "Beneficial Owner "). Without
limiting the immediately preceding sentence, neither the City, nor the Registrar, shall
have any such responsibility or obligation with respect to (A) the accuracy of the records
of the Depository, the Nominee or an any Participant with respect p ect to ownership interest
in the Certificates, or (B) the delivery to any Participant, any Owner or any other person,
other than the Depository, of any notice with respect to the Certificates, including any
notice of redemption, or (C) the payment to any Participant, any Beneficial Owner or any
other person, other than the Depository, of any amount with respect to the principal of or
premium, if any, or interest on the Certificates, or (D) the consent given or other action
taken by the Depository as the Register Holder of any Certificates (the "Holder "). For
purposes of securing the vote or consent of any Holder under this Resolution, the City
may, however, rely upon an omnibus proxy under which the Depository assigns its
consenting or voting rights to certain Participants to whose accounts the Certificates are
credited on the record date identified in a listing attached to the omnibus proxy.
(iv) The City and the Registrar may treat as and deem the Depository to be the
absolute owner of the Certificates for the purpose of payment of the principal of and
premium, if any, and interest on the Certificates, for the purpose of giving notices of
redemption and other matters with respect to the Certificates, for the purpose of obtaining
any consent or other action to be taken by Holders for the purpose of registering transfers
with respect to such Certificates, and for all purpose whatsoever. The Registrar, as
paying agent hereunder, shall pay all principal of and premium, if any, and interest on the
Certificates only to or upon the, Holder of the Holders of the Certificates as shown on the
bond register, and all such payments shall be valid and effective to fully satisfy and
discharge the City's obligations with respect to the principal of and premium, if any, and
interest on the Certificates to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Registrar of written notice to the
effect that the Depository has determined to substitute a new Nominee in place of the
existing Nominee, and subject to the transfer provisions in paragraph 10 hereof,
references to the Nominee hereunder shall refer to such new Nominee.
(vi) So long as any Certificate is registered in the name of a Nominee, all
payments with respect to the principal of and premium, if any, and interest on such
Certificate and all notices with respect to such Certificate shall be made and given,
respectively, by the Registrar or City, as the case may be, to the Depository as provided
in the Letter of Representations - to the Depository required by the Depository as a
condition to its acting as book -entry Depository for the Certificates (said Letter of
1328288v1 3
Representations, together with any replacement thereof or amendment or substitute
thereto, including any standard procedures or policies referenced therein or applicable
thereto respecting the procedures and other matters relating o the Depositor role as
g
book -entry Depository for the Certificates, collectively hereinafter referred to as the
"Letter of Representations ").
(vii) All transfers of beneficial ownership interests in each Certificate issued in
book -entry form shall be limited in principal amount to Authorized Denominations and
shall be effected by procedures by the Depository with the Participants for recording and
p g
transferring the ownership of beneficial interests in such Certificates.
(viii) In connection with any notice or other communication to be p rovided to
the Holders pursuant to this Resolution by the City or Registrar with respect to any
Y
consent or other action to be taken by Holders, the Depository shall consider the date of
receipt of notice requesting such consent or other action as the record date for such
consent or other action; provided, that the City or the Registrar may establish a special
record date for such consent or other action. The City or the Registrar shall to the extent
possible, give the Depository notice of such special record date not less than 15 calendar
days in advance of such special "record date to the extent possible.
(ix) Any successor Registrar in its written acceptance of its duties under this
Resolution and any paying agency/bond registrar agreement, shall agree to take an
actions necessary from time to time to comply with the requirements of the Letter of
Representations.
(c) Termination of Book -Entry Only Sys_ tem Discontinuance of a p articular
Depository's services and termination of the book -entry only system may be effected as follows:
(i) The Depository may determine to discontinue providing its services with
respect to the Certificates at any time by giving written notice to the City and discharging
its responsibilities with respect thereto under applicable law. The City may terminate the
services of the Depository with respect to the Certificate if it determines that the
Depository is no longer able to carry out its functions as securities depository or the
continuation of the system of book -entry transfers through the Depository is not in the
best interests of the City or the, Beneficial Owners.
(ii) Upon termination of the services of the Depository as provided in the
preceding paragraph, and if no substitute securities depository is willin g to undertake the
functions of the Depository hereunder can be found which, in the o pinion of the Cit
. p ty,
willing and able to assume such functions upon reasonable or customary terms or if the
City determines that it is in the best interests of the City or the Beneficial Owners of the
Certificate that the Beneficial Owners be able to obtain certificates for the Certificates
the Certificates shall no longer be registered as being registered in the bond register in the
name of the Nominee, but may be registered in whatever name or names the Holder of
the Certificates shall designate at that time, in accordance with ara a h 10 hereof. To
p �' p
the extent that the Beneficial Owners are designated as the transferee by the Holders in
1328288v1 4
accordance with paragraph 10 hereof, the Certificates will be delivered to the Beneficial
Owners.
(iii) Nothing in this subparagraph (c) shall limit or restrict the provisions of
paragraph 10 hereof.
(d) Letter of Representations The provisions in the Letter of Representations are
incorporated herein by reference and made a part of the resolution, and if and to the extent any
such provisions are inconsistent with the other provisions of this resolution, the provisions in the
Letter of Representations shall control.:
3. Pur ose. The Certificates shall provide funds to finance the Project,
particularly :for: the acquisition and installation of equipment for the City's Communication
Center (the "Equipment "). The total cost of the Project, which shall include all costs enumerated
in Minnesota Statutes, Section 475.65, is estimated to be at least equal to the amount of the
Certificates.
4. Interest The Certificates shall bear interest payable semiannually on
April 1 and October 1 of each year (each, an "Interest Payment Date "), commencing October 1,
2002, 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
2003 % 2006 %
2004
2005
5. No Redemption. The Certificates shall not be subject to redemption and
prepayment prior to their maturity.
6. Rej6strar. in
is appointed to act as registrar and transfer agent with respect to the Certificates
(the "Registrar "), and shall do so unless and until a successor Registrar is duly appointed, all
pursuant to any contract the City and Registrar shall execute which is consistent herewith. The
Registrar shall also serve as paying agent unless and until a successor paying agent is duly
appointed. Principal and interest on the Certificates shall be paid to the registered holders (or
record holders) of the Certificates in the manner set forth in the form of Certificate and paragraph
12 of this resolution.
7. Form of Certificate. The Certificates, together with the Registrar's
Certificate of Authentication, the form of Assignment and the registration information thereon,
shall be in substantially the following form:
1328288v1 5
UNITED STATES OF AMERICA
STATE OF MINNESOTA
RAMSEY COUNTY
CITY OF MAPLEWOOD
R- $
GENERAL OBLIGATION EQUIPMENT
CERTIFICATE OF INDEBTEDNESS, SERIES 2001A
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
OCTOBER 1, 2001
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of Maplewood,
Ramsey County, Minnesota (the "Issuer "), certifies that it is indebted and for value received
promises to pay to the registered owner specified above, or registered assigns, without option of
prepayment, in the manner hereinafter set forth, the principal amount specified above, on the
maturity date specified above, and to pay interest thereon semiannually on April 1 and October 1
of each year (each, an "Interest Payment Date "), commencing October 1, 2002, 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 Certificate 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 Certificate
are payable upon presentation and surrender hereof at the principal office of
, in , (the "Registrar "),
acting as paying agent, or any successor paying agent duly appointed by the Issuer. Interest on
this - Certificate will be paid on each Interest Payment Date by check or draft mailed to the person
in whose name this Certificate is registered (the "Holder ") on the registration books of the Issuer
maintained by the 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
Registrar whenever money becomes available for payment of the defaulted interest. Notice of
the Special Record Date shall be given to Holders not less than ten days prior to the Special
Record Date. The principal of and premium, if any, and interest on this Certificate are payable in
lawful money of the United States of America. [So long as this Certificate is registered in the
name of the Depository or its Nominee as provided in the Resolution hereinafter described,
1328288v1 6
and as those terms are defined therein, payment of principal of, premium, if any, and
interest on this Certificate and notice with respect thereto shall be made as provided in the
Letter of Representations, as defined in the Resolution. Until termination of the book -
entry only system pursuant to the Resolution, Certificates may only be registered in the
name of the Depository or its Nominee.] * ,
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF
THIS CERTIFICATE 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, laws of the State of Minnesota to be done, to happen and to be
performed, - precedent to and in-the issuance of this Certificate, have been done, have happened
and have been performed, in regular and due form, time and manner as required by law, and that
this Certificate, together with all other debts of the Issuer outstanding on the date of original
issue hereof and the date of its issuance and delivery to the original purchaser, does not exceed
any constitutional or statutory limitation of indebtedness.
hereof.
Include only until termination of the book -entry only system under paragraph 2
13282880 7
IN WITNESS WHEREOF, the City of Maplewood, Ramsey County, Minnesota,
by its City Council has caused this Certificate to be executed on its behalf b the facsimile
i y
signatures of its Mayor and its Clerk, the corporate seal of the Issuer having been intentionally
omitted as permitted by law.
Date of Registration:
REGISTRAR'S CERTIFICATE OF
AUTHENTICATION
This Certificate is one of the
Certificates described in the
Resolution mentioned within.
St. Paul, Minnesota
Registrar
Do
Authorized Signature
Registrable by:
Payable at:
CITY OF MAPLEWOOD
RAM S EY COUNTY;
MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile _
Clerk
1328288v1
ON REVERSE OF CERTIFICATE
No Redemption The Certificates of this issue (the "Certificates ") are not subject
to redemption and prepayment prior to their maturity.
Issuance; Purpose; General Obligation This. Certificate is one of an issue in the
total principal amount of $690,000, all of like date of original issue and tenor, except as to
number, maturity, interest rate and denomination, which Certificate 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 October 4, 2001 (the "Resolution "), for
the purpose of providing money to finance the purchase of various equipment for the Issuer.
This: Certificate is payable out of the General Obligation Equipment Certificates of Indebtedness,
Series 2001A Fund of the Issuer. This Certificate 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 Certificates are issuable solely as
fully registered certificates in Authorized Denominations (as defined in the Resolution) and are
exchangeable for fully registered Certificates of other Authorized Denominations in equal
aggregate principal amounts at the principal office of the Registrar, but only in the manner and
subj ect to the limitations provided in the Resolution. Reference is hereby made to the Resolution
for a description of the rights and duties of the Registrar. Copies of the Resolution are on file in
the principal office of the Registrar.
Transfer This Certificate is transferable by the Holder in person or by his, her or
its attorney duly authorized in writing at the principal office of the Registrar upon presentation
and surrender hereof to the Registrar, all subject to the terms and conditions provided in the
Resolution and to reasonable regulations of the Issuer contained in any agreement with the
Registrar. Thereupon the Issuer shall execute and the Registrar shall authenticate and deliver, in
exchange for this Certificate, one or more new fully registered Certificates 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 Certificate, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss The 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 Certificate and any legal or unusual costs regarding transfers and lost
Certificates.
Treatment of Registered Owners The Issuer and Registrar may treat the person
in whose name this Certificate 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 Certificate shall be overdue,
and neither the Issuer nor the Registrar shall be affected by notice to the contrary.
1328288v1 9
Authentication This Certificate 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 Registrar.
Qualified Tax - Exempt Obligation This Certificate has been designated by the
Issuer as a "qualified tax - exempt obligation" for purposes of Section 265(b)(3) of the Internal
Revenue Code of 1986, as amended.
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Certificate,
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
(Gust)
under the
(Minor)
Uniform
(State)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
1328288vl 10
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
the within Certificate and does
hereby irrevocably constitute and appoint attorney to transfer the
Certificate 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 , Certificate in every particular,
without alteration or any change whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust company or by a brokerage firm
having a membership in one of the major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad -1 5(a)(2).
The Registrar will not effect transfer of this Certificate unless the information concerning
the transferee requested below is provided.
Name and Address:
(Include information for all joint owners
if the Certificate is held by joint account.)
13282880 11
8. Execution; Temporary Certificates The Certificates shall be printed (or,
at the request of the Purchaser, typewritten) and shall be executed on behalf of the City by the
signatures of its Mayor and Clerk and be sealed with the seal of the City; provided, however, that
the seal of the City may be a printed (or, at the request of the Purchaser, photocopied) facsimile;
and provided further that both of such signatures may be printed (or, at the request of the
Purchaser, photocopied) facsimiles and the corporate seal may be omitted on the Certificates as
permitted by law. In the event of disability or resignation or other absence of either such officer,
the Certificates 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 Certificates shall cease to be such officer before
the delivery of the Certificates, such signature or facsimile shall nevertheless be valid and
sufficient for all purposes, the same as if he or she had remained in office until delivery. The
City may elect to deliver, in lieu ' of printed definitive certificates, one or more typewritten
temporary certificates in substantially the form set forth above, with such changes as may be
necessary to reflect more than one maturity in a single temporary certificate. Such temporary
certificates may be executed with photocopied facsimile signatures of the Mayor and Clerk.
Such temporary certificates shall, uponithe printing of the definitive certificates and the
execution thereof, be exchanged therefor and canceled.
9. Authentication No Certificate 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 Certificate, substantially in the form hereinabove set forth, shall have
been duly executed by an authorized representative of the Registrar. Certificates of
Authentication on different Certificates need not be signed by the same person. The Registrar
shall authenticate the signatures of officers of the City on each Certificate by execution of the
Certificate of Authentication on the Certificate and by inserting as the date of registration in the
space provided the date on which the Certificate is authenticated, except that for purposes of
delivering the original Certificates to the Purchaser, the Registrar shall insert as a date of
registration the date of original issue, which date is October 1, 2001. The Certificate of
Authentication so executed on each Certificate shall be conclusive evidence that it has been
authenticated and delivered under this resolution.
10. Registration; Transfer; Exchange The City will cause to be kept at the
principal office of the Registrar a certificate register in which, subject to such reasonable
regulations as the Registrar may prescribe, the Registrar shall provide for the registration of
Certificates and the registration of transfers of Certificates entitled to be registered or transferred
as herein provided.
Upon surrender for transfer of any Certificate at the principal office of the
Registrar, the City shall execute (if necessary), and the Registrar shall authenticate, insert the
date of registration (as provided in paragraph 9) of, and deliver, in the name of the designated
transferee or transferees, one or more new Certificates 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 Certificate may be registered in
blank or in the name of "bearer" or similar designation.
1328288v1 12
At the option of the Holder, Certificates may be exchanged for Certificates of any
Authorized Denomination or Denominations of a like aggregate principal amount and stated
maturity, upon surrender of the Certificates to be exchanged at the principal office of the
Registrar. Whenever any Certificates are so surrendered for exchange, the City shall execute (if
necessary), and the Registrar shall authenticate, insert the date of registration of, and deliver the
Certificates which the Holder making the exchange is entitled to receive.
All Certificates surrendered upon any exchange or transfer provided for in this
resolution shall be promptly canceled by the Registrar and thereafter disposed of as directed by
the City.
All Certificates delivered in exchange for or upon transfer of Certificates shall be
valid general obligations of the City evidencing the same debt, and entitled to the same benefits
under this resolution, as the Certificates surrendered for such exchange or transfer.
Every Certificate 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
Registrar, duly executed by the Holder thereof or his, her or its attorney duly authorized in
writing.
The 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 Certificate and
any legal or unusual costs regarding transfers and lost Certificates.
Transfers shall also be subject to reasonable regulations of the City contained in
any agreement with the Registrar, including regulations which permit the Registrar to close its
transfer books between record dates and payment dates. The Clerk is hereby authorized to
negotiate and execute the terms of said agreement.
11. Rights Upon Transfer or Exchange Each Certificate delivered upon
transfer of or in exchange for or in lieu of any other Certificate shall carry all the rights to
interest accrued and unpaid, and to accrue, which were carried by such other Certificate.
12. Interest Payment; Record Date Interest on any Certificate shall be paid
on each Interest Payment Date by check or draft mailed to the person in whose name the
Certificate is registered (the "Holder ") on the registration books of the City maintained by the
Registrar and at the address appearing thereon at the close of business on the fifteenth (15th) day
of the calendar month next preceding such Interest Payment Date (the "Regular Record Date ").
Any such interest not so timely paid shall cease to be payable to the person who is the Holder
thereof as of the Regular Record Date, and shall be payable to the person who is the Holder
thereof at the close of business on a date (the "Special Record Date ") fixed by the Registrar
whenever money becomes available for payment of the defaulted interest. Notice of the Special
Record Date shall be given by the Registrar to the Holders not less than ten (10) days prior to the
Special Record Date.
13. Treatment of Registered Owner. The City and Registrar may treat the
person in whose name any Certificate is registered as the owner of such Certificate for the
purpose of receiving payment of principal of and premium, if any, and interest (subject to the
1328288vl 13
payment provisions in paragraph 12 above) on, such Certificate and for all other purposes
whatsoever whether or not such Certificate shall be overdue, and neither the Ci ty nor the
Registrar shall be affected by notice to the contrary.
14. DelivM; Application of Proceeds The 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.
15. Fund and Accounts There is hereby created a special fund to be
designated the "General Obligation Equipment Certificates of Indebtedness, Series 2001A Fund"
(the "Fund ") to be administered and maintained by the Finance Director as a bookkeeping
account separate and apart from all other funds maintained in the official financial records of the
City. The Fund shall be maintained in the manner herein specified until all of the Certificates
and the interest thereon have been fully paid. There shall be maintained in the Fund two (2)
separate accounts, to be designated the "Capital Account" and "Debt Service Account ",
respectively.
(a) Capital Account. To the Capital Account there shall be credited the proceeds of
the sale of the Certificates, less accrued interest received thereon, less capitalized interest in the
amount of $ (together with interest earnings thereon and subject to such other
adjustments as are appropriate to provide sufficient funds to pay interest due on the Certificates
on or before , 20__) and less any amount paid for the Certificates in excess of
$683,100. From the Capital Account there shall be paid all costs and expenses of the acquisition
of the Equipment including all costs incurred and to be incurred of the kind authorized in
Minnesota Statutes, Section 475.65; and the moneys in said account shall be used for no other
purpose except as otherwise provided by law; provided that the proceeds of the Certificates may
also be used to the extent necessary to pay interest on the Certificates due prior to the anticipated
date of commencement of the collection of taxes herein levied.
(b) Debt Service Account. There are hereby irrevocably appropriated and pledged to,
and there shall be credited to, the Debt Service Account: (i) all accrued interest received upon
delivery of the Certificates; (ii) capitalized interest in the amount of $ (together
with interest earnings thereon and subject to such other adjustments as are appropriate to provide
sufficient funds to pay interest due on the Certificates on or before ) 20__); (iii) any
amount paid for the Certificates in excess of $683,100; (iv) any collections of all taxes herein or
hereafter levied for the payment of the Certificates and interest thereon; (v) all funds remaining
in the Capital Account after the payment of all costs of the Project; (vi) all investment earnings
on funds held in the Debt Service Account; and (vii) any and all other moneys which are
properly available and are appropriated by the governing body of the City to the Debt Service
Account. The Debt Service Account shall be used solely to pay the principal and interest of the
Certificates and any other general obligation certificates of the City hereafter issued by the City
and made payable from said account as provided bylaw.
No portion of the proceeds of the Certificates 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 Certificates were issued and (2) in addition to
13282880 14
the above in an amount not greater than the lesser of five percent (5 %) of the proceeds of the
Certificates or $100,000. To this effect, any proceeds of the Certificates and any sums from time
to time held in the Capital Account or Debt Service Account (or any other City account which
will be used to pay principal or interest to become due on the certificates payable therefrom) 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 the Certificates to be "federally guaranteed" within
the meaning of Section 149(b) of the Internal Revenue Code of 1986, as amended (the "Code ").
16. Tax Lew; Coverage Test. To provide moneys for payment of the
principal and interest on the Certificates there is hereby levied upon all of the taxable property in
the City a direct annual ad valorem tax which shall be spread upon the tax rolls and collected
with and as part of other general property taxes in the City for the years and in the amounts as
follows:
Year of Tax Levv
Year of Tax Collection
Amount
The tax levies are such that if collected in full they, together with other revenues
herein pledged for the payment of the Certificates, will produce at least five percent (5 %) in
excess of the amount needed to meet when due the principal and interest payments on the
Certificates. The tax levies shall be irrepealable so long as any of the Certificates are
outstanding and unpaid, provided that the City reserves the right and power to reduce the levies
in the manner and to the extent permitted by Minnesota Statutes, Section 475.61, Subdivision 3.
17. Defeasance. When all Certificates have been discharged as provided in
this paragraph, all pledges, covenants and other rights granted by this resolution to the registered
holders of the Certificates shall cease. The City may discharge its obligations with respect to any
Y
Certificates which are due on any date by irrevocably depositing with the Registrar on or before
that date a sum sufficient for the payment thereof in full; or if any Certificate should not be paid
when due, it may nevertheless be discharged by depositing with the Registrar a sum sufficient for
the payment thereof in full with interest accrued to the date of such deposit. The City may also
at any time discharge its obligations with respect to any Certificates, 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.
18. General Obligation Pledge. For the prompt and full payment of the
principal and interest on the Certificates, as the same respectively become due, the full faith,
1328288v1 15
credit and taxing powers of the City shall be and are hereby irrevocably pledged. If the balance
in the Debt Service Account is ever insufficient to pay all principal and interest then due on the
Certificates and any other certificates payable therefrom, the deficiency shall be promptly paid
out of any other funds of the City which are available for such purpose, and such other funds
maybe reimbursed with or without interest from the Debt Service Account when a sufficient
balance is available therein.
19. Certificates of Registration The Clerk is hereby directed to file a certified
copy of this resolution with the County Auditor of Ramsey County, Minnesota, together with
such other information as he or she shall require, and to obtain from the County Auditor his or
her certificate that the Certificates have been entered in the County Auditor's Register, and that
the tax levy required by law has been made.
20. 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 Certificates, certified copies of all proceedings and records of the City
relating to the Certificates 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 Certificates 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.
21. Compliance with Reimbursement Bond Regulations The provisions of
this paragraph are intended to establish and provide for the City's compliance with United States
Treasury Regulations Section 1.150 -2 (the "Reimbursement Regulations ") applicable to the
"reimbursement proceeds" of the Certificates, being those portions thereof which will be used by
the City to reimburse itself for any expenditure which the City paid or will have paid prior to the
Closing Date (a "Reimbursement Expenditure ").
The City hereby certifies and/or covenants as follows:
(a) Not later than 60 days after the date of payment of a Reimbursement Expenditure,
the City (or person designated to do so on behalf of the City) has made or will
have made a written declaration of the City's official intent (a "Declaration ")
which effectively (i) states the City's reasonable expectation to reimburse itself for
the payment of the Reimbursement Expenditure out of the proceeds of a
subsequent borrowing; (ii) gives a general and functional description of the
property, project or program to which the Declaration relates and for which the
Reimbursement Expenditure is paid, or identifies a specific fund or account of the
City and the general functional purpose thereof from which the Reimbursement
Expenditure was to be paid (collectively the "Project "); and (iii) states the
maximum principal amount of debt expected to be issued by the City for the
purpose of financing the Project; provided, however, that no such Declaration
shall necessarily have been made with respect to: (i) "preliminary expenditures"
for the Project, defined in the Reimbursement Regulations to include engineering
or architectural, surveying and soil testing expenses and similar prefatory costs,
1328288v1 16
which in the aggregate do not exceed 20% of the "issue price" of the Certificates,
and (ii) a de minimis amount of Reimbursement Expenditures not in excess of the
lesser of $100,000 or 5% of the proceeds of the Certificates.
(b) Each Reimbursement Expenditure is a capital expenditure or a cost of issuance of
the Certificates or any of the other types of expenditures described in Section
1.150- 2(d)(3) of the Reimbursement Regulations.
(c) The "reimbursement allocation" described in the Reimbursement Regulations for
each Reimbursement Expenditure shall and will be made forthwith following (but
not prior to) the issuance of the Certificates and in all events within the period
ending on the date which is the later of three years after payment of the
Reimbursement. Expenditure or one year after the date on which the Project to
which the Reimbursement Expenditure relates is first placed in service.
(d) Each such reimbursement allocation will be made in a writing that evidences the
City's use of bond proceeds to reimburse the Reimbursement Expenditure and, if
made within 30 days after the Certificates are issued, shall be treated as made on
the day the Certificates are issued.
Provided, however, that the City may take action contrary to any of the foregoing covenants in
this paragraph 21 upon receipt of an opinion of its Bond Counsel for the Certificates stating in
. g
effect that such action will not impair the tax - exempt status of the Certificates.
22. Negative Covenant as to Use of Proceeds and Equipment The City
hereby covenants not to use the proceeds of the Certificates or the Equipment financed thereby,
or to cause or permit them to be used, or to enter into any deferred payment arrangements for the
cost of the Equipment, in such a manner as to cause the Certificates to be "private activity onds"
ty
within the meaning of Sections 103 and 141 through 150 of the Code.
23. Tax- Exembt Status of the Certificates; 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 Certificates, including without
limitation (1) requirements relating to temporary periods for investments, (2) limitations on
amounts invested at a yield greater than the yield on the Certificates, and (3) the rebate of excess
investment earnings to the United States if the Certificates (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.
For purposes of qualifying for the exception to the federal arbitrage rebate
requirements for governmental units issuing $5,000,000 or less of bonds, the City hereby finds,
determines and declares that (1) the Certificates are issued by a governmental unit with general
taxing powers, (2) no Certificate is a private activity bond, (3) ninety -five percent (95 %) or more
of the net proceeds of the Certificates are to be used for local governmental activities of the City
(or of a governmental unit the jurisdiction of which is entirely within the jurisdiction of the City),
and (4) the aggregate face amount of all tax - exempt bonds (other than private activity bonds)
issued by the City (and all subordinate entities thereof, and all entities treated as one issuer with
1328288vl 17
the City) during the calendar year in which the Certificates are issued and outstanding at one
time is not reasonably expected to exceed $5,000,000, all within the meaning of Section
148(f)(4)(D) of the Code.
24. Designation of Qualified Tax - Exempt Obligations In order to qualify the
Certificates 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 Certificates are issued after August 7, 1986;
(b) the Certificates are not "private activity bonds" as defined in
Section 141 of the Code;
(c) the City hereby designates the Certificates as "qualified tax - exempt
obligations" for purposes of Section 265(b)(3) of the Code.
(d) the reasonably anticipated amount oftax - 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 2001 will not exceed $10,000,000;
and
(e) not more than $10,000,000 of obligations issued by the City during
this calendar year 2001 have been designated for purposes of Section 265(b)(3) of
the Code.
The City shall use its best efforts to comply with any federal procedural requirements which may
apply in order to effectuate the designation made by this paragraph.
25. SeverabiliLv 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.
26. 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.
1328288v1 18
The motion for the adoption of the foregoing resolution was duly seconded by
Member and, after a full discussion thereof and upon vote being
taken thereon, the following voted in favor thereof:
and the following voted against the same:
Whereupon said resolution was declared duly passed and adopted.
1328288v1 19
EXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF
MAPLEWOOD, MINNESOTA
HELD: October 4, 2001
Pursuant to due call and notice thereof, a regular meeting of the City Council of
the City of Maplewood, Ramsey County, Minnesota, was duly held at the City Hall in said City
on Thursday, the 4th day of October, 2001, at 5:00 P.M., for the purpose, in part, of considering
proposals for, and awarding the competitive negotiated sale of, $3,280,000 General Obligation
Improvement Bonds, Series 2001B of the City.
The following members were present:
and the following were absent:
The City Clerk presented proposals on $3,280,000 General Obligation
Improvement Bonds, Series 2001 B of the City, for which proposals were to be received, opened
and tabulated by the City Clerk, or designee, this same day, in accordance with the resolution
adopted by the City Council on August 27, 2001.
The following proposals were received, opened and tabulated at 10:00 A.M.,
Central Time, at the offices of Springsted Incorporated, in the presence of the City Clerk, or
designee, on this same day:
Bidder Interest Rate True Interes Cost
1327367vl
The Council then proceeded to consider and discuss the proposals, after which
member introduced the following resolution and moved its adoption:
RESOLUTION ACCEPTING PROPOSAL ON THE
COMPETITIVE NEGOTIATED SALE OF
$3,280,000 GENERAL OBLIGATION IMPROVEMENT BONDS,
SERIES 2001B, PROVIDING FOR THEIR ISSUANCE,
AND LEVYING A TAX FOR THE PAYMENT THEREOF
A. WHEREAS, the City Council of the City of Maplewood, Minnesota (the
"City "), has heretofore determined and declared that it is necessary and expedient to issue
$3,280,000 General Obligation Improvement Bonds, Series 2001B (the "Bonds ") of the City,
pursuant to Minnesota Statutes, Chapters 1429 and 475, to finance the construction of various
improvement projects within the City (the "Improvements"); and
B. WHEREAS, the Improvements and all their components have been
ordered prior to the date hereof, after a hearing thereon for which notice was given describing the
Improvements or all their components by general nature, estimated cost, and area to be assessed;
and
C. WHEREAS, it is in the best interests of the City that the Bonds be issued
in book -entry form as hereinafter provided; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of
Maplewood, Minnesota, as follows:
1. Acceptance of Proposal The proposal of (the
"Purchaser "), to purchase the Bonds of the City (or individually, a "Bond "), in accordance with
the Terms of Proposal, at the rates of interest hereinafter set forth, and to pay therefor the sum of
$ , plus interest accrued to settlement, is hereby found, determined and declared to
be the most favorable proposal received and is hereby accepted, and the Bonds are hereby
awarded to said proposal maker. The City Clerk is directed to retain the deposit of said proposal
maker and to forthwith return to the unsuccessful proposal makers their good faith checks and
drafts.
2. Bond Terms.
(a) Title; Original Issue Date; Denominations; Maturities; Term Bond Option
The Bonds shall be titled "General Obligation Improvement Bonds, Series 2001B ", shall be
dated October 1, 2001, as the date of original issue and shall be issued forthwith on or after such
date as fully registered bonds. The Bonds shall be numbered from R -1 upward in the
denomination of $5,000 each or in any integral multiple thereof of a single maturity (the
"Authorized Denominations "). The Bonds shall mature on February 1 in the years and amounts
as follows:
13273670 2
Year
Amount
Year
Amount
2003
$ 80
2013
$195,000
2004
255
2014
200
2005 -2008
260,000
2015
205
2009 -2010
265
2016
210
2011
185
2017
190
2012
190
All dates are inclusive.
As maybe requested by the Purchaser, one or more term Bonds maybe issued having
mandatory, sinking fund redemption and final maturity amounts. conforming to the foregoing
principal repayment schedule, and corresponding additions may be made to the provisions of the
applicable Bond(s).
(b) Book Entry Only S sy tem The Depository Trust Company, a limited
purpose trust company organized under the laws of the State of New York or any of its
successors or its successors to its functions hereunder (the "Depository ") will act as securities
depository for the Bonds, and to this end:
(i) The Bonds shall be initially issued and, so long as they remain in book
entry form only (the "Book Entry Only Period "), shall at all times be in the form of a
separate single fully registered Bond for each maturity of the Bonds; and for purposes of
complying with this requirement under paragraphs 5 and 10 Authorized Denominations
for any Bond shall be deemed to be limited during the Book Entry Only Period to the
outstanding principal amount of that Bond.
(ii) Upon initial issuance, ownership of the Bonds shall be registered in a bond
register maintained by the Bond Registrar (as hereinafter defined) in the name of CEDE
& CO., as the nominee (it or any nominee of the existing or a successor Depository, the
"Nominee ").
(iii) With respect to the Bonds neither the City nor the Bond Registrar shall
have any responsibility or obligation to any broker, dealer, bank, or any other financial
institution for which the Depository holds Bonds as securities depository (the
"Participant ") or the person for which a Participant holds an interest in the Bonds shown
on the books and records of the Participant (the "Beneficial Owner "). Without limiting
the immediately preceding sentence, neither the City, nor the Bond Registrar, shall have
any such responsibility or obligation with respect to (A) the accuracy of the records of the
Depository, the Nominee or any Participant with respect to any ownership interest in the
Bonds, or (B) the delivery to any Participant, any Owner or any other person, other than
the Depository, of any notice with respect to the Bonds, including any notice of
redemption, or (C) the payment to any Participant, any Beneficial Owner or any other
person, other than the Depository, of any amount with respect to the principal of or
premium, if any, or interest on the Bonds, or (D) the consent given or other action taken
by the Depository as the Registered Holder of any Bonds (the "Holder "). For purposes of
1327367v1
securing the vote or consent of any Holder under this Resolution, the City may, however,
rely upon an omnibus proxy under which the Depository assigns its consenting or voting
rights to certain Participants to whose accounts the Bonds are credited on the record date
identified in a listing attached to the omnibus proxy.
(iv) The City and the Bond Registrar may treat as and deem the Depository to
be the absolute owner of the Bonds for the purpose of payment of the principal of and
premium, if any, and interest on the Bonds, for the purpose of giving notices of
redemption and other matters with respect to the Bonds, for the purpose of obtaining any
consent or other action to be taken by Holders for the purpose of registering transfers
with respect to such Bonds, and for all purpose whatsoever. The Bond Registrar, as
paying agent hereunder, shall pay all principal of and premium, if any, and interest on the
Bonds only to the Holder or the Holders of the Bonds- as shown on the bond register, and
all such payments shall be valid and effective to fully satisfy and discharge the City's
obligations with respect to the principal of and premium, if any, and interest on the Bonds
to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Bond Registrar of written notice to
the effect that the Depository has determined to substitute a new Nominee in place of the
existing Nominee, and subject to the transfer provisions in paragraph 10 hereof,
references to the Nominee hereunder shall refer to such new Nominee.
(vi) So long as any Bond is registered in the name of a Nominee, all payments
with respect to the principal of and premium, if any, and interest on such Bond and all
notices with respect to such Bond shall be made and given, respectively, by the Bond
Registrar or City, as the case may be, to the Depository as provided in the Letter of
Representations to the Depository required by the Depository as a condition to its acting
as book -entry Depository for the Bonds (said Letter of Representations, together with any
replacement thereof or amendment or substitute thereto, including any standard
procedures or policies referenced therein or applicable thereto respecting the procedures
and other matters relating to the Depository's role as book -entry Depository for the
Bonds, collectively hereinafter referred to as the "Letter of Representations ").
(vii) All transfers of beneficial ownership interests in each Bond issued in
book -entry form shall be limited in principal amount to Authorized Denominations and
shall be effected by procedures by the Depository with the Participants for recording and
transferring the ownership of beneficial interests in such Bonds.
(viii) In connection with any notice or other communication to be provided to
the Holders pursuant to this Resolution by the City or Bond Registrar with respect to any
consent or other action to be taken by Holders, the Depository shall consider the date of
receipt of notice requesting such consent or other action as the record date for such
consent or other action; provided, that the City or the Bond Registrar may establish a
special record date for such consent or other action. The City or the Bond Registrar shall,
to the extent possible, give the Depository notice of such special record date not less than
15 calendar days in advance of such special record date to the extent possible.
1327367v1 4
(ix) Any successor Bond Registrar in its written acceptance of its duties under
this Resolution and any paying agency/bond registrar agreement, shall agree to take any
actions necessary from time to time to comply with the requirements of the Letter of
Representations.
(x) In the case of a partial prepayment of a Bond, the Holder may, in lieu of
surrendering the Bonds for a Bond of a lesser denomination as provided in paragraph 5
hereof, make a notation of the reduction in principal amount on the panel provided on the
Bond stating the amount so redeemed.
(c) Termination of Book -Entry Only System. Discontinuance of a particular
Depository's services and termination of the book -entry only system maybe effected as follows:
(i) The Depository may determine to discontinue providing its services with
respect to the Bonds at any time by giving written notice to the City and discharging its
responsibilities with respect thereto under applicable law. The City may terminate the
services of the Depository with respect to the Bond if it determines that the Depository is
no longer able to carry out its functions as securities depository or the continuation of the
system of book -entry transfers through the Depository is not in the best interests of the
City or the Beneficial Owners.
(ii) Upon termination of the services of the Depository as provided in the
preceding paragraph, and if no substitute securities depository is willing to undertake the
functions of the Depository hereunder can be found which, in the opinion of the City, is
willing and able to assume such functions upon reasonable or customary terms, or if the
City determines that it is in the best interests of the City or the Beneficial Owners of the
Bond that the Beneficial Owners be able to obtain certificates for the Bonds, the Bonds
shall no longer be registered as being registered in the bond register in the name of the
Nominee, but may be registered in whatever name or names the Holder of the Bonds
shall designate at that time, in accordance with paragraph 11 hereof. To the extent that
the Beneficial Owners are designated as the transferee by the Holders, in accordance with
paragraph 10 hereof, the Bonds will be delivered to the Beneficial Owners.
(iii) Nothing in this subparagraph (c) shall limit or restrict the provisions of
paragraph 10 hereof.
(d) Letter of Representations. The provisions in the Letter of Representations
are incorporated herein by reference and made a part of the resolution, and if and to the extent
any such provisions are inconsistent with the other provisions of this resolution, the provisions in
the Letter of Representations shall control.
3. Purpose. The Bonds shall provide funds to finance the Improvements.
The total cost of the Improvements, 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. Work on
the Improvements shall proceed with due diligence to completion. The City covenants that it
shall do all things and perform all acts required of it to assure that work on the Improvements
1327367v1 5
proceeds with due diligence to completion and that any and all permits and studies required
under law for the Improvements are obtained.
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, 2002, 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
2003
% 2011 OYO
2004
2012
2005
2013
2006
2014
2007
2015
2008
2016
2009
2017
2010
5. Redemption All Bonds maturing in the years 2010 to 2017 both
inclusive, shall be subject to redemption and prepayment at the option of the City on February 1,
2009, and on any date thereafter at a price of par plus accrued interest. Redemption may be in
whole or in part of the Bonds subject to prepayment. If redemption is in part, the maturities and
the principal amounts within each maturity to be redeemed shall be determined by the City; and
if only part of the Bonds having a common maturity date are called for prepayment, the specific
Bonds to be prepaid shall be chosen by lot by the Bond Registrar. Bonds or portions thereof
called for redemption shall be due and payable on the redemption date, and interest thereon shall
cease to accrue from and after the redemption date. Mailed notice of redemption shall be given
to the paying agent and to each affected registered holder of the Bonds.
To effect a partial redemption of Bonds having a common maturity date, the Bond
Registrar prior to giving notice of redemption shall assign to each Bond having a common
maturity date a distinctive number for each $5,000 of the principal amount of such Bond. The
Bond Registrar shall then select by lot, using such method of selection as it shall deem proper in
its discretion, from the numbers so assigned to such Bonds, as many numbers as, at $5,000 for
each number, shall equal the principal amount of such Bonds to be redeemed. The Bonds to be
redeemed shall be the Bonds to which were assigned numbers so selected; provided, however,
that only so much of the principal amount of each such Bond of a denomination of more than
$5,000 shall be redeemed as shall equal $5,000 for each number assigned to it and so selected. If
a Bond is to be redeemed only in part, it shall be surrendered to the Bond Registrar (with, if the
City or Bond Registrar so requires, a written instrument of transfer in form satisfactory to the
City and Bond Registrar duly executed by the holder thereof or his, her or its attorney duly
authorized in writing) and the City shall execute (if necessary) and the Bond Registrar shall
authenticate and deliver to the Holder of such Bond, without service charge, a new Bond or
Bonds of the same series having the same stated maturity and interest rate and of any Authorized
1327367v1 6
Denomination or Denominations, as requested by such Holder, in aggregate principal amount
equal to and in exchange for the unredeemed portion of the principal of the Bond so surrendered.
6. Bond Registrar in
, is appointed to act as bond registrar and transfer agent
with respect to the Bonds (the "Bond Registrar "), and shall do so unless and until a successor
Bond Registrar is duly appointed, all pursuant to any contract the City and Bond Registrar shall
execute which is consistent herewith. The Bond Registrar shall also serve as paying agent unless
and until a successor paying agent is duly appointed. Principal and interest on the Bonds shall be
paid to the registered holders (or record holders) of the Bonds in the manner set forth in the form
of Bond and paragraph 12 of this resolution.
7. Form of Bond The Bonds, together with the Bond Registrar's Certificate
of Authentication, the form of Assignment and the registration information thereon, shall be in
substantially the following form:
1327367v1 7
UNITED STATES OF AMERICA
STATE OF MINNESOTA
RAM S EY COUNTY
CITY OF MAPLEWOOD
I ��
GENERAL OBLIGATION IMPROVEMENT
BOND, SERIES 2001B
INTEREST MATURITY DATE OF
: RATE DATE ORIGINAL ISSUE
OCTOBER 1, 2001
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS
CUSIP
KNOW ALL PERSONS BY THESE PRESENTS that the City of Maplewood,
Ramsey County, Minnesota (the "Issuer "), certifies that it is indebted and for value received
promises to pay to the registered owner specified above, or registered assigns, in the manner
hereinafter set forth, the principal amount specified above, on the maturity date specified above,
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 August 1, 2002, 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 payment of the defaulted interest. Notice of the Special Record Date shall be given
to Bondholders not less than ten days prior to the Special Record Date. The principal of and
premium, if any, and interest on this Bond are payable in lawful money of the United States of
America. [So long as this Bond is registered in the name of the Depository or its Nominee
as provided in the Resolution hereinafter described, and as those terms are defined therein,
payment of principal of, premium, if any, and interest on this Bond and notice with respect
1327367vl
thereto shall be made as provided in the Letter of Representations, as. defined in the
Resolution, and surrender of this Bond shall not be required for payment of the
redemption price upon a partial redemption of this Bond. Until termination of the book -
entry only system pursuant to the Resolution, Bonds may only be registered in the name of
the Depository or its Nominee.] *
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 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 Maplewood, Ramsey County, Minnesota,
by its City Council has caused this Bond to be executed on its behalf by the facsimile signatures
of its Mayor and its Clerk, the corporate seal of the Issuer having been intentionally omitted as
permitted by law.
hereof.
Include only until termination of the book -entry only system under paragraph 2
1327367v1 9
Date of Registration:
Registrable by:
Payable at:
BOND REGISTRAR'S
CERTIFICATE OF
AUTHENTICATION
This Bond is one of the Bonds
described in the Resolution
mentioned within.
Bond Registrar
s
Authorized Signature
CITY OF MAPLEWOOD, RAMSEY COUNTY
MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile
Clerk
1327367vl 10
ON REVERSE OF BOND
Redemption All Bonds of this issue (the "Bonds ") maturing in the years 2010 to
2017, both inclusive, are subject to redemption and prepayment at the option of the Issuer on
February 1, 2009, and on any date thereafter at a price of par plus accrued interest. Redemption
may be in whole or in part of the Bonds subject to prepayment. If redemption is in part, the
maturities and the principal amounts within each maturity to be redeemed shall be determined by
the Issuer; and if only part of the Bonds having a common maturity date are called for
prepayment, the specific Bonds to be prepaid shall be chosen by lot by the Bond Registrar.
Bonds or portions thereof called for redemption shall be due and payable on the redemption date,
and interest thereon shall cease to accrue from and after the redemption date. Mailed notice of
redemption shall be given to the paying agent and to each affected Holder of the Bonds.
Selection of Bonds for Redemption; Partial Redemption To effect a partial
redemption of Bonds having a common maturity date, the Bond Registrar shall assign to each
Bond having a common maturity date a distinctive number for each $5,000 of the rinci al
p p
amount of such Bond. The Bond Registrar shall then select by lot, using such method of
selection as it shall deem proper in its discretion, from the numbers assigned to the Bonds, as
many numbers as, at $5,000 for each number, shall equal the principal amount of such Bonds to
be redeemed. The Bonds to be redeemed shall be the Bonds to which were assigned numbers so
selected; provided, however, that only so much of the principal amount of such Bond of a
denomination of more than $5,000 shall be redeemed as shall equal $5,000 for each number
assigned to it and so selected. If a Bond is to be redeemed only in part, it shall be surrendered to
the Bond Registrar (with, if the Issuer or Bond Registrar so requires, a written instrument of
transfer in form satisfactory to the Issuer and Bond Registrar duly executed by the Holder thereof
or his, her or its attorney duly authorized in writing) and the Issuer shall execute (if necessary)
and the Bond Registrar shall authenticate and deliver to the Holder of such Bond, without service
charge, a new Bond or Bonds of the same series having the same stated maturity and interest rate
and of any Authorized Denomination or Denominations, as requested by such Holder, in
aggregate principal amount equal to and in exchange for the unredeemed portion of the principal
of the Bond so surrendered.
Issuance; Purpose; General Obli ation This Bond is one of an issue in the total
principal amount of $3,280,000, all of like date of original issue 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 October 4, 2001 (the
"Resolution "), for the purpose of providing money to finance various improvement projects
within the jurisdiction of the Issuer. This Bond is payable out of the General Obligation
Improvement Bonds, Series 2001 B Fund of the Issuer. This Bond constitutes a general
obligation of the Issuer, and to provide moneys for the prompt and full payment of its principal,
premium, if any, and interest when the same become due, the full faith and credit and taxing
powers of the Issuer have been and are hereby irrevocably pledged.
Denominations; Exchange; Resolution The Bonds are issuable solely as fully
registered bonds in Authorized Denominations (as defined in the Resolution) and are
1327367vl 11
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
subj ect to the limitations provided in the Resolution. Reference is hereby made to the Resolution
for a description of the rights and duties of the Bond Registrar. Copies of the Resolution are on
file in the principal office of the Bond Registrar.
Transfer This Bond is transferable by the Holder in person or by his, her or its
attorney duly authorized in writing at the principal office of the Bond Registrar upon
presentation and surrender hereof to the Bond Registrar, all subject to the terms and conditions
provided in the Resolution and to reasonable regulations of the Issuer contained in any
agreement with the Bond Registrar. Thereupon the Issuer shall execute and the Bond Registrar
shall authenticate and deliver, in exchange for this Bond, one or more new fully registered Bonds
in the name of the transferee (but not registered in blank or to "bearer" or similar designation), of
an Authorized Denomination or Denominations, in aggregate principal amount equal to the
principal amount of this Bond, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss The Bond Registrar may require payment of a sum
sufficient to cover any tax or other governmental charge payable in connection with the transfer
or exchange of this Bond and any legal or unusual costs regarding transfers and lost Bonds.
Treatment of Registered Owners The Issuer and Bond Registrar may treat the
person in whose name this Bond is registered as the owner hereof for the purpose of receiving
payment as herein provided (except as otherwise provided 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.
Qualified r ax - Exempt Obligation This Bond has been designated by the Issuer
as a "qualified tax - exempt obligation" for purposes of Section 265(b)(3) of the Internal Revenue
Code of 1986, as amended.
1327367vl 12
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
- (Gust) (Minor)
under the Uniform
(State)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
13273 67v 1 13
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
the within
Bond and does hereby irrevocably constitute and appoint attorney to
transfer the Bond on the books kept for the registration thereof, with full power of substitution in
the premises.
Dated:
Notice: The assignor's signature to this assignment must correspond with the name
as it appears upon the face of the within Bond in every particular, without
alteration or any change whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust company or by a brokerage firm
having a membership in one of the major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad- 15(a)(2).
The Bond Registrar will not effect transfer of this Bond unless the information
concerning the transferee requested below is provided.
Name and Address:
(Include information for all joint owners if
the Bond is held by joint account.)
1327367vl 14
[Use only for Bonds when they are
Registered in Book Entry Only System]
PREPAYMENT SCHEDULE
This Bond has been prepaid in part on the date(s) and in the amount(s) as follows:
AUTHORIZED
DATE AMOUNT SIGNATURE OF HOLDER
1327367v1 15
8. Execution; Temporary Bonds The Bonds shall be printed (or, at the
request of the Purchaser, typewritten) and shall be executed on behalf of the City by the
signatures of its Mayor and Clerk and be sealed with the seal of the City; provided, however, that
the seal of the City may be a printed (or, at the request of the Purchaser, photocopied) facsimile;
and provided further that both of such signatures may be printed (or, at the request of the
Purchaser, photocopied) facsimiles and the corporate seal may be omitted on the Bonds as
permitted by law. In the event of disability or resignation or other absence of either such officer,
the Bonds may be signed by the manual or facsimile signature of that officer who may act on
behalf of such absent or disabled officer. In case either such officer whose signature or facsimile
of whose signature shall appear on the Bonds shall cease to be such officer before the delivery of
the Bonds, such signature or facsimile shall nevertheless be valid and sufficient for all purposes,
the same as if he or she had remained in office until delivery. The City may elect to deliver, in
lieu of printed definitive bonds, one or more typewritten temporary bonds in substantially the
form set forth above, with such changes as may be necessary to reflect more than one maturity in
a single temporary bond. Such temporary bonds may be executed with photocopied facsimile
signatures of the Mayor and Clerk. Such temporary bonds shall, upon the printing of the
definitive bonds and the execution thereof, be exchanged therefor and canceled.
9. Authentication No Bond shall be valid or obligatory for any purpose or
be entitled to any security or benefit under this resolution unless a Certificate of Authentication
on such Bond, substantially in the form hereinabove set forth, shall have been duly executed by
an authorized representative of the Bond Registrar. Certificates of Authentication on different
Bonds need not be signed by the same person. The Bond Registrar shall authenticate the
signatures of officers of the City on each Bond by execution of the Certificate of Authentication
on the Bond and by inserting as the date of registration in the space provided the date on which
the Bond is authenticated, except that for purposes of delivering the original Bonds to the
Purchaser, the Bond Registrar shall insert as a date of registration the date of original issue,
which date is October 1, 2001. The Certificate of Authentication so executed on each Bond shall
be conclusive evidence that it has been authenticated and delivered under this resolution.
10. Registration; Transfer; Exchange The City will cause to be kept at the
principal office of the Bond Registrar a bond register in which, subject to such reasonable
regulations as the Bond Registrar may prescribe, the Bond Registrar shall provide for the
registration of Bonds and the registration of transfers of Bonds entitled to be registered or
transferred as herein provided.
Upon surrender for transfer of any Bond at the principal office of the Bond
Registrar, the City shall execute (if necessary), and the Bond Registrar shall authenticate, insert
the date of registration (as provided in paragraph 9) of, and deliver, in the name of the designated
transferee or transferees, one or more new Bonds of any Authorized Denomination or
Denominations of a like aggregate principal amount, having the same stated maturity and interest
rate, as requested by the transferor; provided, however, that no Bond may be registered in blank
or in the name of "bearer" or similar designation.
At the option of the Holder, Bonds may be exchanged for Bonds of any
Authorized Denomination or Denominations of a like aggregate principal amount and stated
maturity, upon surrender of the Bonds to be exchanged at the principal office of the Bond
1327367v1 16
Registrar. Whenever any Bonds are so surrendered for exchange, the City shall execute (if
necessary), and the Bond Registrar shall authenticate, insert the date of registration of, and
deliver the Bonds which the Holder making the exchange is entitled to receive.
All Bonds surrendered upon any exchange or transfer provided for in this
resolution shall be promptly canceled by the Bond Registrar and thereafter disposed of as
directed by the City.
All Bonds delivered in exchange for or upon transfer of Bonds shall be valid
general obligations of the City evidencing the same debt, and entitled to the same benefits under
this resolution, as the Bonds surrendered for such exchange or transfer.
Every Bond presented or surrendered for transfer or exchange shall be duly
endorsed or be accompanied by a written instrument of transfer, in form satisfactory to the Bond
Registrar, duly executed by the Holder thereof or his, her or its attorney duly authorized in
writing.
The Bond Registrar may require payment of a sum sufficient to cover any tax or
other governmental charge payable in connection with the transfer or exchange of any Bond and
any legal or unusual costs regarding transfers and lost Bonds.
Transfers shall also be subject to reasonable regulations of the City contained in
any agreement with the Bond Registrar, including regulations which permit the Bond Registrar
to close its transfer books between record dates and payment dates. The Clerk is hereby
authorized to negotiate and execute the terms of said agreement.
11. Rights Upon Transfer or Exchange Each Bond delivered upon transfer of
or in exchange for or in lieu of any other Bond shall carry all the rights to interest accrued and
unpaid, and to accrue, which were carried by such other Bond.
12. Interest Payment; Record Date Interest on any Bond shall be paid on
each Interest Payment Date by check or draft mailed to the person in whose name the Bond is
registered (the "Holder ") on the registration books of the City maintained by the Bond Registrar
and at the address appearing thereon at the close of business on the fifteenth (15th) day of the
calendar month next preceding such Interest Payment Date (the "Regular Record Date "). Any
such interest not so timely paid shall cease to be payable to the person who is the Holder thereof
as of the Regular Record Date, and shall be payable to the person who is the Holder thereof at
the close of business on a date (the "Special Record Date ") fixed by the Bond Registrar
whenever money becomes available for payment of the defaulted interest. Notice of the Special
Record Date shall be given by the Bond Registrar to the Holders not less than ten (10) days prior
to the Special Record Date.
13. Treatment of Registered Owner The City and Bond Registrar may treat
the person in whose name any Bond is registered as the owner of such Bond for the purpose of
receiving payment of principal of and premium, if any, and interest (subject to the payment
provisions in paragraph 12 above) 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.
1327367v1 17
14. Delivery; Application of Proceeds The Bonds 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.
15. Funds and Accounts There has heretofore been created a capital projects
fund designated the "Public Improvement Projects Fund" held and administered by the Finance
Director separate and apart from all other funds of the City. The Public Improvement Projects
Fund shall continue to be maintained in the manner heretofore specified. In. the Public
Improvement Projects Fund there shall be created and maintained separate construction accounts
(the "Construction Accounts ") for each improvement financed by this bond issue. To the
Construction Accounts there 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 $3,240,640, plus
any special assessments levied with respect to the Improvements and collected prior to
completion of the Improvements and payment of the costs thereof. From the Construction
Accounts there shall be paid all costs and expenses of making the Improvements listed in
paragraph 16, including the cost of any construction contracts heretofore let and all other costs
incurred and to be incurred of the kind authorized in Minnesota Statutes, Section 475.65; and the
moneys in said account shall be used for no other purpose except as otherwise provided by law;
provided that the proceeds of the Bonds may also be used to the extent necessary to pay interest
on the Bonds due prior to the anticipated date of commencement of the collection of taxes or
special assessments herein levied or covenanted to be levied; and provided further that if upon
completion of the Improvements there shall remain any unexpended balance in the Construction
Accounts, the balance (other than any special assessments) may be transferred by the Council to
the accounts of any other improvement instituted pursuant to Minnesota Statutes, Chapter 429,
and provided further that any special assessments credited to the Construction Accounts shall
only be applied towards payment of the costs of the Improvements upon adoption of a resolution
by the City Council determining that the application of the special assessments for such purpose
will not cause the City to no longer be in compliance with Minnesota Statutes, Section 475.6 1,
Subdivision 1.
There is hereby created a debt service fund to be designated the General
Obligation Improvement Bonds, Series 2001B Fund (the "Debt Service Fund ") to be
administered and maintained by the Finance Director as a bookkeeping account separate and
apart from all other funds maintained in the official financial records of the City. The Debt
Service Fund shall be maintained in the manner herein specified until all of the Bonds and the
interest thereon have been fully paid. There are hereby irrevocably appropriated and pledged to,
and there shall be credited to, the Debt Service Fund: (a) all collections of special assessments
herein covenanted to be levied with respect to the Improvements and either initially credited to
the Construction Accounts and not already spent as permitted above and required to pay any
principal and interest due on the Bonds or collected subsequent to the completion of the
Improvements and payment of the costs thereof; (b) all accrued interest received upon delivery
of the Bonds; (c) all funds paid for the Bonds in excess of $3,240,640; (d) any collections of all
taxes herein or hereafter levied for the payment of the principal and interest on the Bonds; (e) all
funds remaining in the Construction Accounts after completion of the Improvements and
payment of the costs thereof, not so transferred to the account of another improvement; (f) all
investment earnings on funds held in the Debt Service Fund; and (g) any and all other moneys
which are properly available and are appropriated by the governing body of the City to the Debt
1327367v1 18
Service Fund. The Debt Service 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.
No portion of the proceeds of the Bonds shall be used directly or indirectly to
acquire higher yielding investments or to replace funds which were used directly or indirectly to
acquire higher yielding investments, except (1) for a reasonable temporary period until such
proceeds are needed for the purpose for which the Bonds were issued and (2) in addition to the
above in an amount not greater than the lesser of five percent (5 %) of the proceeds of the Bonds
or $100,000. To this effect, any proceeds of the Bonds and any sums from time to time held in
the Construction Accounts or Debt Service Fund (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 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 the Bonds to be "federally guaranteed" within the meaning of Section 149(b) of the
Internal Revenue Code of 1986, as amended (the "Code ").
16. Assessments It is hereby determined that no less than twenty percent
(20 %) of the cost to the City of each Improvement financed hereunder within the meaning of
Minnesota Statutes, Section 475.58, Subdivision 1(3), shall be paid by special assessments to be
levied against every assessable lot, piece and parcel of land benefitted by any of the
Improvements. The City hereby covenants and agrees that it will let all construction contracts
not heretofore let within one (1) year after ordering each Improvement financed hereunder unless
the resolution ordering the Improvement specifies a different time limit for the letting of
construction contracts. The City hereby further covenants and agrees that it will do and perform
as soon as they may be done all acts and things necessary for the final and valid levy of such
special assessments, and in the event that any such assessment be at any time held invalid with
respect to any lot, piece or parcel of land due to any error, defect, or irregularity in any action or
proceedings taken or to be taken by the City or the City Council or any of the City officers or
employees, either in the making of the assessments or in the performance of any condition
precedent thereto, the City and the City Council will forthwith do all further acts and take all
further proceedings as may be required by law to make the assessments a valid and binding lien
upon such property. The special assessments have heretofore been authorized in accordance
with Minnesota Statutes, Section 475.55, Subdivision 3. The assessments are payable in equal
annual installments with interest on the declining balance at the rates specified below. Subject to
such adjustments as are required by conditions in existence at the time the assessments are
levied, the assessments are hereby authorized and it is hereby determined that the assessments
shall be payable in equal, consecutive, annual installments, with general taxes for the years
shown below and with interest on the declining balance of all such assessments at a rate per
annum not greater than the maximum permitted by law and not less than the rates per annum
specified below:
1327367vl 19
Improvement Collection
Designation Amount Levy Years Years Rates
At the time the assessments are in fact levied the City Council shall, based on the
then - current estimated collections of the assessments, make any adjustments in any ad valorem
taxes required to be levied in order to assure that the City continues to be in compliance with
Minnesota Statutes, Section 475'.64 Subdivision 1.
17. Tax Lew; Coverage Test. To provide moneys for payment of the
principal and interest on the Bonds there is hereby levied upon all of the taxable property in the
City a direct annual ad valorem tax which shall be spread upon the tax rolls and collected with
and as part of other general property taxes in the City for the years and in the amounts as
follows:
Year of Year of
Tax Levu Tax Collection Amount
The tax levies are such that if collected in full they, together with estimated
collections of special assessments and other revenues herein pledged for the payment of the
Bonds, will produce at least five percent (5 %) in excess of the amount needed to meet when due
the principal and interest payments on the Bonds. The tax levies shall be irrepealable so long as
any of the Bonds are outstanding and unpaid, provided that the City reserves the right and power
to reduce the levies in the manner and to the extent permitted by Minnesota Statutes, Section
475.61, Subdivision 3.
1327367vl 20
18. 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 discharge its obligations with respect to any prepayable
Bonds called for redemption on any date when they are prepayable according to their terms, by
depositing with the Bond Registrar on or before that date a sum sufficient for the payment
thereof in full, provided that notice of redemption thereof has been duly given. The City may
also at any time discharge its obligations with respect to any Bonds, subject to the provisions of
law now or hereafter authorizing and regulating such action, by depositing irrevocably in escrow,
with a suitable banking institution qualified by law as an escrow agent for this purpose, cash or
securities described in Minnesota Statutes, Section 475.67, Subdivision 8, bearing interest
payable at such times and at such rates and maturing on such dates as shall be required, without
regard to sale and/or reinvestment, to pay all amounts to become due thereon to maturity or, if
notice of redemption as herein required has been duly provided for, to such earlier redemption
date.
19. Compliance With Reimbursement Bond Regulations The provisions of
this paragraph are intended to establish and provide for the City's compliance with United States
Treasury Regulations Section 1.150 -2 (the "Reimbursement Regulations ") applicable to the
"reimbursement proceeds" of the Bonds, being those portions thereof which will be used by the
City to reimburse itself for any expenditure which the City paid or will have paid prior to the
Closing Date (a "Reimbursement Expenditure ").
The City hereby certifies and/or covenants as follows:
(a) Not later than 60 days after the date of payment of a Reimbursement
Expenditure, the City (or person designated to do so on behalf of the City) has made or will have
made a written declaration of the City's official intent (a "Declaration ") which effectively (i)
states the City's reasonable expectation to reimburse itself for the payment of the Reimbursement
Expenditure out of the proceeds of a subsequent borrowing; (ii) gives a general and functional
description of the property, project or program to which the Declaration relates and for which the
Reimbursement Expenditure is paid, or identifies a specific fund or account of the City and the
general functional purpose thereof from which the Reimbursement Expenditure was to be paid
(collectively the "Project "); and (iii) states the maximum principal amount of debt expected to be
issued by the City for the purpose of financing the Project; provided, however, that no such
Declaration shall necessarily have been made with respect to: (i) "preliminary expenditures" for
the Project, defined in the Reimbursement Regulations to include engineering or architectural,
surveying and soil testing expenses and similar prefatory costs, which in the aggregate do not
exceed 20% of the "issue price" of the Bonds, and (ii) a de minimis amount of Reimbursement
Expenditures not in excess of the lesser of $100,000 or 5% of the proceeds of the Bonds.
Notwithstanding the foregoing, with respect to any Declaration made by the City between
January 27, 1992 and June 30, 1993, with respect to a Reimbursement Expenditure made prior to
March 2, 1992, the City hereby represents that there exists obj ective evidence, that at the time
13273670 21
the Expenditure was paid the City expected to reimburse the cost thereof with the proceeds of a
borrowing (taxable or tax - exempt) and that expectation was reasonable.
(b) Each Reimbursement Expenditure is a capital expenditure or a cost of
issuance of the Bonds or any of the other types of expenditures described in Section 1.150-
2(d)(3) of the Reimbursement Regulations.
(c) The "reimbursement allocation" described in the Reimbursement
Regulations for each Reimbursement Expenditure shall and will be made forthwith following
(but not prior to) the issuance of the Bonds and in all events within the period ending on the date
which is the later of three years after payment of the Reimbursement Expenditure or one year
after the date on which the Project to which the Reimbursement Expenditure relates is first
placed in service.
(d) Each such reimbursement allocation will be made in a writing that
evidences the City's use of Bond proceeds to reimburse the Reimbursement Expenditure and, if
made within 30 days after the Bonds are issued, shall be treated as made on the day the Bonds
are issued. ;
Provided, however, that the City may take action contrary to any of the foregoing covenants in
this paragraph 19 upon receipt of an opinion of its Bond Counsel for the Bonds stating in effect
that such action will not impair the tax - exempt status of the Bonds.
20. Continuing Disclosure The City is the sole obligated person with respect
to the Bonds. The City hereby agrees, in accordance with the provisions of Rule 15c2 -12 (the
"Rule "), promulgated by the Securities and Exchange Commission (the "Commission ") pursuant
to the Securities Exchange Act of 1934, as amended, and a Continuing Disclosure Undertaking
(the "Undertaking ") hereinafter described to:
(a) Provide or cause to be provided to each nationally recognized municipal
securities information repository ( "NRMSIR ") and to the appropriate state information
depository ( "SID"), if any, for the State of Minnesota, in each case as designated by the
Commission in accordance with the Rule, certain annual financial information and operating data
in accordance with the Undertaking. The City reserves the right to modify from time to time the
terms of the Undertaking as provided therein.
(b) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR
or to the Municipal Securities Rulemaking Board ("MSR113") and (ii) the SID, notice of the
occurrence of certain material events with respect to the Bonds in accordance with the
Undertaking.
(c) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR
or to the MSRB and (ii) the SID, notice of a failure by the City to provide the annual financial
information with respect to the City described in the Undertaking.
(d) The City agrees that its covenants pursuant to the Rule set forth in this
paragraph 20 and in the Undertaking is intended to be for the benefit of the Holders of the Bonds
and shall be enforceable on behalf of such Holders; provided that the right to enforce the
13273670 22
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 Clerk of the City, or any other officer of the City authorized to act
in their place with "Officers" are hereby authorized and directed to execute on behalf of the City
the Undertaking in substantially the form presented to the City Council subject to such
modifications thereof or additions thereto as are (i) consistent with the requirements under the
Rule, (ii) required by the Purchaser of the Bonds, and (iii) acceptable to the Officers.
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 balance in the
Debt Service Account is ever insufficient to pay all principal and interest then due on the Bonds
and any other bonds payable therefrom, the deficiency shall be promptly paid out of any other
funds of the City which are available for such purpose, and such other funds may be reimbursed
with or without interest from the Debt Service Account when a sufficient balance is available
therein.
22. Certificate of Registration. The Clerk is hereby directed to file a certified
copy of this resolution with the County Auditor of Ramsey County, Minnesota, together with
such other information as he or she shall require, and to obtain the County Auditor's certificate
that the Bonds have been entered in the County Auditor's Bond Register, and that the tax levy
required by law has been made.
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. Negative Covenant as to Use of Proceeds and Improvements. The City
hereby covenants not to use the proceeds of the Bonds or to use the Improvements, or to cause or
permit them to be used, or to enter into any deferred payment arrangements for the cost of the
Improvements, in such a manner as to cause the Bonds to be "private activity bonds" within the
meaning of Sections 103 and 141 through 150 of the Code.
25. 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
(1) requirements relating to temporary periods for investments, (2) limitations on amounts
invested at a yield greater than the yield on the Bonds, and (3) the rebate of excess investment
earnings to the United States if the Bonds (together with other obligations reasonably expected to
1327367v1 23
be issued and outstanding at one time in this calendar year) exceed the small- issuer exception
amount of $5,000,000.
For purposes of qualifying for the exception to the federal arbitrage rebate
requirements for governmental units issuing $5,000,000 or less of bonds, the City hereby finds,
determines and declares that (1) the Bonds are issued by a governmental unit with general taxing
powers, (2) no Bond is a private activity bond, (3) ninety -five percent (95 %) or more of the net
proceeds of the Bonds are to be used for local governmental activities of the City (or of a
governmental unit the jurisdiction of which is entirely within the jurisdiction of the City), and (4)
the aggregate face amount of all tax - exempt bonds (other than private activity bonds) issued by
the City (and all subordinate entities thereof, and all entities treated as one issuer with the City)
during the calendar year in which the Bonds are issued and outstanding at one time is not
reasonably expected to exceed $5,000,000, all within the meaning of Section 148(f)(4)(C) of the
Code.
26. 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;
Code;
(b) the Bonds are not "private activity bonds" as defined in Section 141 of the
(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
2001 will not exceed $10,000,000; and
(e) not more than $10,000,000 of obligations issued by the City during this
calendar year 2001 have been designated for purposes of Section 265(b)(3) of the Code.
The City shall use its best efforts to comply with any federal procedural requirements which may
apply in order to effectuate the designation made by this paragraph.
27. Sever ability 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.
28. 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.
1327367v1 24
The motion for the adoption of the foregoing resolution was duly seconded by
member and, after a full discussion thereof and upon a vote being taken thereon,
the following voted in favor thereof:
and the following voted against the same:
Whereupon said resolution was declared duly passed and adopted.
1327367v1 25
EXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF MAPLEWOOD, MINNESOTA
HELD: October 4, 2001
Pursuant to due call and notice thereof, a regular meeting of the City Council of the City
of Maplewood, Ramsey County, Minnesota, was duly held at the City Hall on October 4, 2001 at
5:00 p.m., for the purpose, in part, of considering proposals for and awarding the competitive
negotiated sale of, $1,030,000 General Obligation Improvement Refunding Bonds, Series
2001C.
The following members. were present:
and the following were absent:
The City Clerk presented proposals on $1,030,000 General Obligation Improvement
Refunding Bonds, Series 2001C of the City, for which proposals were to be received, opened and
tabulated by the City Clerk, or designee, this same day, in accordance with the resolution
adopted by the City Council on August 27, 2001.
The following proposals were received, opened and tabulated at 10:00 A.M., Central
Time, at the offices of Springsted Incorporated, in the presence of the City Clerk, or designee, on
this same day:
Bidder Interest Rate
True Interest Cost
The Council then proceeded to consider and discuss the proposals, after which member
introduced the following resolution and moved its adoption:
RESOLUTION ACCEPTING PROPOSAL ON THE
COMPETITIVE NEGOTIATED SALE OF
$1,030,000 GENERAL OBLIGATION IMPROVEMENT REFUNDING BONDS,
SERIES 2001 C. AND PROVIDING FOR THEIR ISSUANCE
A. WHEREAS, the City Council of the City of Maplewood, Minnesota (the "City ")
has heretofore determined and declared that it is necessary and expedient to provide moneys for
a current refunding of the City's General Obligation Improvement Refunding Bonds, Series
1992A, dated December 1, 1992 (the "Prior Bonds ") which mature on and after February 1,
2003;and
B. WHEREAS, $1,835,000 of the principal amount of the Prior Bonds which mature
on and after February 1, 2003, are callable on February 1, 2002, at a price of par plus accrued
interest, as provided in the Resolution of the City Council, adopted November 19, 1992,
authorizing the issuance of the Prior Bonds (the "Prior Resolution "); and
1329109v1
C. WHEREAS, the refunding of the Prior Bonds maturing on and after February 1,
2003 (the "Refunded Bonds "), is consistent with covenants made with the holders thereof, and is
necessary and desirable for the reduction of debt service cost to the City; and
D. WHEREAS, the City Council has heretofore determined and declared that it is
necessary and expedient to issue $1,030,000 General Obligation Improvement Refunding Bonds,
Series 2001 C, pursuant to Minnesota Statutes, Chapter 475, to provide moneys for a current
refunding of the Refunded Bonds; and
E. WHEREAS, it is in the best interests of the City that the Bonds be issued in book -
entry form as hereinafter provided; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Maplewood, Minnesota, as follows:
1. Acceptance of Proposal The proposal of
(the "Purchaser "), to purchase $1,030,000 General Obligation Improvement
Refunding Bonds, Series 2001C of the City (the "Bonds" or the "Refunding Bonds ", or
individually a "Bond "), in accordance with the Terms of Proposal, at the rates of interest
hereinafter set forth, and to pay therefor the sum of $ , plus interest accrued to
settlement, is hereby found, determined and declared to be the most favorable proposal received
and is hereby accepted, and the Bonds are hereby awarded to said proposal maker. The City
Clerk is directed to retain the deposit of said proposal maker and to forthwith return to the
unsuccessful proposal makers their good faith checks and drafts.
2. Bond Terms.
(a) Title; Original Issue Date; Denominations; Maturities; Term Bond Option The
Bonds shall be titled "General Obligation Improvement Refunding Bonds, Series 2001 C ", shall
be dated November 1, 2001, as the date of original issue and shall be issued forthwith on or after
such date as fully registered bonds. The Bonds shall be numbered from R -1 upward in the
denomination of $5,000 each or in any integral multiple thereof of a single maturity. The Bonds
shall mature on February 1, unless called for earlier redemption, in the years and amounts as
follows:
Year Amount
2003
$290,000
2004
270,000
2005
255
2006
120
2007
55
2008
40
All dates are inclusive.
1329109v1 2
As maybe requested by the Purchaser, one or more term Bonds maybe issued having
mandatory sinking fund redemption and final maturity amounts conforming to the foregoing
principal repayment schedule, and corresponding additions maybe made to the provisions of the
applicable Bond(s).
(b) Book Entry Only System The Depository Trust Company, a limited purpose
trust company organized under the laws of the State of New York or any of its successors or its
successors to its functions hereunder (the "Depository ") will act as securities depository for the
Bonds, and to this end:
(i) The Bonds shall be initially issued and, so long as they remain in book
entry form only (the "Book Entry Only Period ".), shall at all times be in the form of a
separate single fully registered Bond for each maturity of the Bonds; and for purposes of
complying with this requirement under paragraphs S and 10 Authorized Denominations
for any Bond shall be deemed to be limited during the Book Entry Only Period to the
outstanding principal amount of that Bond.
(ii) Upon initial issuance, ownership of the Bonds shall be registered in a bond
register maintained by the Bond Registrar (as hereinafter defined) in the name of CEDE
& CO., as the nominee (it or any nominee of the existing or a successor Depository, the
"Nominee ").
(iii) With respect to the Bonds neither the City nor the Bond Registrar shall
have any responsibility or obligation to any broker, dealer, bank, or any other financial
institution for which the Depository holds Bonds as securities depository (the
"Participant ") or the person for which a Participant holds an interest in the Bonds shown
on the books and records of the Participant (the "Beneficial Owner "). Without limiting
the immediately preceding sentence, neither the City, nor the Bond Registrar, shall have
any such responsibility or obligation with respect to (A) the accuracy of the records of the
Depository, the Nominee or any Participant with respect to any ownership interest in the
Bonds, or (B) the delivery to any Participant, any Owner or any other person, other than
the Depository, of any notice with respect to the Bonds, including any notice of
redemption, or (C) the payment to any Participant, any Beneficial Owner or any other
person, other than the Depository, of any amount with respect to the principal of or
premium, if any, or interest on the Bonds, or (D) the consent given or other action taken
by the Depository as the Registered Holder of any Bonds (the "Holder "). For purposes of
securing the vote or consent of any Holder under this Resolution, the City may, however,
rely upon an omnibus proxy under which the Depository assigns its consenting or voting
rights to certain Participants to whose accounts the Bonds are credited on the record date
identified in a listing attached to the omnibus proxy.
(iv) The City and the Bond Registrar may treat as and deem the Depository to
be the absolute owner of the Bonds for the purpose of payment of the principal of and
premium, if any, and interest on the Bonds, for the purpose of giving notices of
redemption and other matters with respect to the Bonds, for the purpose of obtaining any
consent or other action to be taken by Holders for the purpose of registering transfers
with respect to such Bonds, and for all purpose whatsoever. The Bond Registrar, as
1329109vl 3
paying agent hereunder, shall pay all principal of and premium, if any, and interest on the
Bonds only to the Holder or the Holders of the Bonds as shown on the bond register, and
all such payments shall be valid and effective to fully satisfy and discharge the City's
obligations with respect to the principal of and premium, if any, and interest on the Bonds
to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Bond Registrar of written notice to
the effect that the Depository has determined to substitute a new Nominee in place of the
existing Nominee, and subject to the transfer provisions in paragraph 10 hereof,
references to the Nominee hereunder shall refer to such new Nominee.
(vi) So long as any Bond is registered in the name of a Nominee, all payments
with respect to the principal of and premium, if any, and interest on such Bond and all
notices with respect to such Bond shall be made and given, respectively, by the Bond
Registrar or City, as the case may be, to the Depository as provided in the Letter of
Representations to the Depository required by the Depository as a condition to its acting
as book -entry Depository for the Bonds (said Letter of Representations, together with any
replacement thereof or amendment or substitute thereto, including any standard
procedures or policies referenced therein or applicable thereto respecting the procedures
and other matters relating to the Depository's role as book -entry Depository for the
Bonds, collectively hereinafter referred to as the "Letter of Representations ").
(vii) All transfers of beneficial ownership interests in each Bond issued in
book -entry form shall be limited in principal amount to Authorized Denominations and
shall be effected by procedures by the Depository with the Participants for recording and
transferring the ownership of beneficial interests in such Bonds.
(viii) In connection with any notice or other communication to be provided to
the Holders pursuant to this Resolution by the City or Bond Registrar with respect to any
consent or other action to be taken by Holders, the Depository shall consider the date of
receipt of notice requesting such consent or other action as the record date for such
consent or other action; provided, that the City or the Bond Registrar may establish a
special record date for such consent or other action. The City or the Bond Registrar shall,
to the extent possible, give the Depository notice of such special record date not less than
15 calendar days in advance of such special record date to the extent possible.
(ix) Any successor Bond Registrar in its written acceptance of its duties under
this Resolution and any paying agency/bond registrar agreement, shall agree to take any
actions necessary from time to time to comply with the requirements of the Letter of
Representations.
(x) In the case of a partial prepayment of a Bond, the Holder may, in lieu of
surrendering the Bonds for a Bond of a lesser denomination as provided in paragraph 5
hereof, make a notation of the reduction in principal amount on the panel provided on the
Bond stating the amount so redeemed.
1329109vl 4
(c) Termination of Book -Entry Only System Discontinuance of a particular
Depository's services and termination of the book -entry only system may be effected as follows:
(i) The Depository may determine to discontinue providing its services with
respect to the Bonds at any time by giving written notice to the City and discharging its
responsibilities with respect thereto under applicable law. The City may terminate the
services of the Depository with respect to the Bond if it determines that the Depository is
no longer able to carry out its functions as securities depository or the continuation of the
system of book -entry transfers through the Depository is not in the best interests of the
City or the Beneficial Owners.
(ii) Upon termination of the services of the Depository as provided in the
preceding paragraph, and if no substitute securities depository is willing to undertake the
functions of the Depository hereunder can be found which, in the opinion of the City, is
willing and able to assume such functions upon reasonable or customary terms, or if the
City determines that it is in the best interests of the City or the Beneficial Owners of the
Bond that the Beneficial Owners be able to obtain certificates for the Bonds, the Bonds
shall no longer be registered as being registered in the bond register in the name of the
Nominee, but may be registered in whatever name or names the Holder of the Bonds
shall designate at that time, in accordance with paragraph 11 hereof. To the extent that
the Beneficial Owners are designated as the transferee by the Holders, in accordance with
paragraph 10 hereof, the Bonds will be delivered to the Beneficial Owners.
(iii) Nothing in this subparagraph (c) shall limit or restrict the provisions of
paragraph 10 hereof.
(d) Letter of Representations. The provisions in the Letter of Representations are
incorporated herein by reference and made a part of the resolution, and if and to the extent any
such provisions are inconsistent with the other provisions of this resolution, the provisions in the
Letter of Representations shall control.
3. Purpose; Refunding Findings. The Bonds shall provide funds for a current
refunding of the Refunded Bonds (the "Refunding "). It is hereby found, determined and declared
that the Refunding is pursuant to Minnesota Statutes, Section 475.67, and shall result in a
reduction of debt service cost to the City.
4. Interest. The Bonds shall bear interest payable semiannually on February 1 and
August 1 of each year (each, an "Interest Payment Date "), commencing August 1, 2002,
calculated on the basis of a 360 -day year of twelve 30 -day months, at the respective rates per
annum set forth opposite the maturity years as follows:
Maturity Year Interest Rate
2003 %
2004
2005
2006
2007
1329109v1 5
11:
5. Redemption All Bonds maturing in the years 2007 to 2008 both inclusive, shall
be subject to redemption and prepayment at the option of the City on February 1, 2006, and on
any date thereafter at a price of par plus accrued interest. Redemption may be in whole or in part
of the Bonds subject to prepayment. If redemption is in part, the maturities and the principal
amounts within each maturity to be redeemed shall be determined by the City; and if only part of
the Bonds having a common maturity date are called for prepayment, the specific Bonds to be
prepaid shall be chosen by lot by the Bond Registrar. Bonds or portions thereof called for
redemption shall be due and payable on the redemption date, and interest thereon shall cease to
accrue from and after the redemption date. Mailed notice of redemption shall be given to the
paying agent and to each affected registered holder of the Bonds.
To effect a partial redemption of Bonds having a common maturity date, the Bond
Registrar prior to giving notice of redemption shall assign to each Bond having a common
maturity date a distinctive number for each $5,000 of the principal amount of such Bond. The
Bond Registrar shall then select by lot, using such method of selection as it shall deem proper in
its discretion, from the numbers so assigned to such Bonds, as many numbers as, at $5,000 for
each number, shall equal the principal amount of such Bonds to be redeemed. The Bonds to be
redeemed shall be the Bonds to which were assigned numbers so selected; provided, however,
that only so much of the principal amount of each such Bond of a denomination of more than
$5,000 shall be redeemed as shall equal $5,000 for each number assigned to it and so selected. If
a Bond is to be redeemed only in part, it shall be surrendered to the Bond Registrar (with, if the
City or Bond Registrar so requires, a written instrument of transfer in form satisfactory to the
City and Bond Registrar duly executed by the holder thereof or his, her or its attorney duly
authorized in writing) and the City shall execute (if necessary) and the Bond Registrar shall
authenticate and deliver to the Holder of such Bond, without service charge, a new Bond or
Bonds of the same series having the same stated maturity and interest rate and of any Authorized
Denomination or Denominations, as requested by such Holder, in aggregate principal amount
equal to and in exchange for the unredeemed portion of the principal of the Bonds. so
surrendered.
6. Bond Registrar , in , is
appointed to act as bond registrar and transfer agent with respect to the Bonds (the "Bond
Registrar "), and shall do so unless and until a successor Bond Registrar is duly appointed, all
pursuant to any contract the City and Bond Registrar shall execute which is consistent herewith.
The Bond Registrar shall also serve as paying agent unless and until a successor paying agent is
duly appointed. Principal and interest on the Bonds shall be paid to the registered holders (or
record holders) of the Bonds in the manner set forth in the form of Bond and paragraph 12 of this
resolution.
7. Form of Bond The Bonds, together with the Bond Registrar's Certificate of
Authentication, the form of Assignment and the registration information thereon, shall be in
substantially the following form:
1329109vl 6
UNITED STATES OF AMERICA
STATE OF MINNESOTA
RAMSEY COUNTY
CITY OF MAPLEWOOD
R- $
GENERAL OBLIGATION IMPROVEMENT REFUNDING BOND, SERIES 2001 C
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
NOVEMBER 1, 2001
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS
The City of Maplewood, Ramsey County, Minnesota (the "Issuer "), certifies that it is
indebted and for value received promises to pay to the registered owner specified above, or
registered assigns in the manner hereinafter set forth, the principal amount specified above, on
the maturity date specified above, and to pay interest thereon semiannually on February 1 and
August 1 of each year (each, an "Interest Payment Date "), commencing August 1, 2002, 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 payment of
the defaulted interest. Notice of the Special Record Date shall be given to Bondholders not less
than ten days prior to the Special Record Date. The principal of and premium, if any, and
interest on this Bond are payable in lawful money of the United States of America.
So long as this Bond is registered in the name of the Depository or its Nominee as
provided in the Resolution hereinafter described, and as those terms are defined therein, payment
of principal of, premium, if any, and interest on this Bond and notice with respect thereto shall be
made as provided in Letter of Representations, as defined in the Resolution, and surrender of this
Bond shall not be required for payment of the redemption price upon a partial redemption of this
13291090 7
Bond. Until termination of the book -entry only system pursuant to the Resolution, Bonds may
only be registered in the name of the Depository or its Nominee.
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 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 Maplewood, Ramsey County, Minnesota, by its
City Council has caused this Bond to be executed on its behalf by the facsimile signatures of its
Mayor and its City Clerk.
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
LDO
Payable at:
Authorized Signature
CITY OF MAPLEWOOD
RAMSEY COUNTY, MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile
Clerk
13291090 8
ON REVERSE OF BOND
Redem tp ion All Bonds of this issue (the "Bonds ") maturing in the years 2007 to
2008, both inclusive, are subject to redemption and prepayment at the option of the Issuer on
February 1, 2006, and on any date thereafter at a price of par plus accrued interest. Redemption
may be in whole or in part of the Bonds subject to prepayment. If redemption is in part, the
maturities and the principal amounts within each maturity to be redeemed shall be determined by
the Issuer; and if only part of the Bonds having a common maturity date are called for
prepayment, the specific Bonds to be prepaid shall be chosen by lot by the Bond Registrar.
Bonds or portions thereof called for redemption shall be due and payable on the redemption date,
and interest thereon shall cease to accrue from and after the redemption date. Mailed notice of
redemption shall be given to the paying agent and to each affected Holder of the Bonds.
Selection of Bonds for Redemption; Partial Redemption To effect a partial
redemption of Bonds having a common maturity date, the Bond Registrar shall assign to each
Bond having a common maturity date a distinctive number for each $5,000 of the principal
amount of such Bond. The Bond Registrar shall then select by lot, using such method of
selection as it shall deem proper in its discretion, from the numbers assigned to the Bonds, as
many numbers as, at $5,000 for each number, shall equal the principal amount of such Bonds to
be redeemed. The Bonds to be redeemed shall be the Bonds to which were assigned numbers so
selected; provided, however, that only so much of the principal amount of such Bond of a
denomination of more than $5,000 shall be redeemed as shall equal $5,000 for each number
assigned to it and so selected. If a Bond is to be redeemed only in part, it shall be surrendered to
the Bond Registrar (with, if the Issuer or Bond Registrar so requires, a written instrument of
transfer in form satisfactory to the Issuer and Bond Registrar duly executed by the Holder thereof
or his, her or its attorney duly authorized in writing) and the Issuer shall execute (if necessary)
and the Bond Registrar shall authenticate and deliver to the Holder of such Bond, without service
charge, a new Bond or Bonds of the same series having the same stated maturity and interest rate
and of any Authorized Denomination or Denominations, as requested by such Holder, in
aggregate principal amount equal to and in exchange for the unredeemed portion of the principal
of the Bond so surrendered.
Issuance; Purpose; General Obligation This Bond is one of an issue in the total principal
amount of $1,030,000, all of like date of original issue and tenor, except as to number, maturity,
interest rate, and denomination, which Bond has been issued pursuant to and in full conformity
with the Constitution and laws of the State of Minnesota and pursuant to a resolution adopted by
the City Council of the Issuer on October 4, 2001 (the "Resolution "), for the purpose of
providing funds for a current refunding of the Issuer's General Obligation Improvement
Refunding Bonds, Series 1992A, dated December 1, 1992, which mature on and after February
1, 2003. This Bond is payable out of the Debt Service Account of the Issuer's General
Obligation Improvement Refunding Bonds, Series 2001C Fund. This Bond constitutes a general
obligation of the Issuer, and to provide moneys for the prompt and full payment of its principal,
premium, if any, and interest when the same become due, the full faith and credit and taxing
powers of the Issuer have been and are hereby irrevocably pledged.
Denominations; Exchange; Resolution The Bonds are issuable solely in fully registered
form in the denominations of $5,000 and integral multiples thereof of a single maturity and are
1329109v1 9
exchangeable for fully registered Bonds of other authorized denominations in equal aggregate
principal amounts at the principal office of the Bond Registrar, but only in the manner and
subject to the limitations provided in the Resolution. Reference is hereby made to the Resolution
for a description of the rights and duties of the Bond Registrar. Copies of the Resolution are on
file in the principal office of the Bond Registrar.
Transfer This Bond is transferable by the Holder in person or by the Holder's attorney
duly authorized in writing at the principal office of the Bond Registrar upon presentation and
surrender hereof to the Bond Registrar, all subject to the terms and conditions provided in the
Resolution and to reasonable regulations of the Issuer contained in any agreement with the Bond
Registrar. Thereupon the Issuer shall execute and the Bond Registrar shall authenticate and
deliver, in exchange for this Bond, one or more new fully registered Bonds in the name of the
transferee `(but not registered in blank or to "bearer" or similar designation), of an authorized
denomination or denominations, in aggregate principal amount equal to the principal amount of
this Bond, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss The Bond Registrar may require payment of a sum
sufficient to cover any tax or other governmental charge payable in connection with the transfer
or exchange of this Bond and any legal or unusual costs regarding transfers and lost Bonds.
Treatment of Registered Owners. The Issuer and Bond Registrar may treat the person in
whose name this Bond is registered as the owner hereof for the purpose of receiving payment as
herein provided (except as otherwise provided herein with respect to the Record Date) and for all
other purposes, whether or not this Bond shall be overdue, and neither the Issuer nor the Bond
Registrar shall be affected by notice to the contrary.
Authentication. This Bond shall not be valid or become obligatory for any purpose or be
entitled to any security unless the Certificate of Authentication hereon shall have been executed
by the Bond Registrar.
Qualified Tax - Exempt Obligation. This Bond has been designated by the Issuer as a
"qualified tax - exempt obligation" for purposes of Section 265(b)(3) of the Internal Revenue
Code of 1986, as amended.
1329109v1 10
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Bond, shall
be construed as though they were written out in full according to applicable laws or regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship and not as tenants in common
UTMA - as custodian for
(Gust)
under the
(Minor)
Uniform Transfers to Minors Act
(State)
Additional abbreviations may also be used though not in the above list.
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto the
within Bond and does hereby irrevocably constitute and appoint attorney to transfer
the Bond on the books kept for the registration thereof, with full power of substitution in the
premises.
Dated:
Signature Guaranteed:
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(s) must be guaranteed by a national bank or trust company or by a brokerage firm
having a membership in one of the major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad- 15(a)(2).
The Bond Registrar will not effect transfer of this Bond unless the information concerning the
transferee requested below is provided.
Name and Address:
(Include information for all joint owners if the Bond is held by joint account.)
1329109vl 11
PREPAYMENT SCHEDULE
This Bond has been prepaid in part on the date(s) and in the amount(s) as follows:
AUTHORIZED
SIGNATURE
DATE AMOUNT OF HOLDER
1329109v1 12
8. Execution; Temporary Bonds The Bonds shall be printed (or., at the request of
the Purchaser, typewritten) shall be executed on behalf of the City by the signatures of its Mayor
and Clerk and be sealed with the seal of the City; provided, however, that the seal of the City
may be a printed (or, at the request of the Purchaser, photocopied) facsimile; and provided
further that both of such signatures may be printed (or, at the request of the Purchaser,
photocopied) facsimiles and the corporate seal may be omitted on the Bonds as permitted by law.
In the event of disability or resignation or other absence of either officer, the Bonds may be
signed by the manual or facsimile signature of an officer who may act on behalf of the absent or
disabled officer. In case either 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, the signature
or facsimile shall nevertheless be valid and sufficient for all purposes, the same as if the officer
had remained in, office until delivery. The City may elect to deliver, in lieu of printed definitive
bonds, one or more typewritten temporary bonds in substantially the form set forth above, with
such changes as may be necessary to reflect more than one maturity in a single temporary bond.
The temporary bonds may be executed with photocopied facsimile signatures of the Mayor and
Clerk. Such temporary bonds shall, upon the printing of the definitive bonds and the execution
thereof, be exchanged therefor and canceled.
9. Authentication No Bond shall be valid or obligatory for any purpose or be
entitled to any security or benefit under this resolution unless a Certificate of Authentication on
the Bond, substantially in the form hereinabove set forth, shall have been duly executed by an
authorized representative of the Bond Registrar. Certificates of Authentication on different
Bonds need not be signed by the same person. The Bond Registrar shall authenticate the
signatures of officers of the City on each Bond by execution of the Certificate of Authentication
on the Bond and, by inserting as the date of registration in the space provided, the date on which
the Bond is authenticated, except that for purposes of delivering the original Bonds to the
Purchaser, the Bond Registrar shall insert as a date of registration the date of original issue,
which date is November 1, 2001. The Certificate of Authentication so executed on each Bond
shall be conclusive evidence that it has been authenticated and delivered under this resolution.
10. Registration; Transfer; Exchange The City will cause to be kept at the principal
office of the Bond Registrar a bond register in which, subject to such reasonable regulations as
the Bond Registrar may prescribe, the Bond Registrar shall provide for the registration of Bonds
and the registration of transfers of Bonds entitled to be registered or transferred as herein
provided.
Upon surrender for transfer of any Bond at the principal office of the Bond Registrar, the
City, shall execute (if necessary), and the Bond Registrar shall authenticate, insert the date of
registration (as provided in paragraph 9) of, and deliver, in the name of the designated transferee
or transferees, one or more new Bonds of any authorized denomination or denominations of a
like aggregate principal amount, having the same stated maturity and interest rate, as requested
by the transferor; provided, however, that no Bond may be registered in blank or in the name of
"bearer" or similar designation.
At the option of the Holder, Bonds may be exchanged for Bonds of any authorized
denomination or denominations of a like aggregate principal amount and stated maturity, upon
surrender of the Bonds to be exchanged at the principal office of the Bond Registrar. Whenever
1329109v1 13
any Bonds are so surrendered for exchange, the City shall execute (if necessary), and the Bond
Registrar shall authenticate, insert the date of registration of, and deliver the Bonds which the
Holder making the exchange is entitled to receive.
All Bonds surrendered upon any exchange or transfer provided for in this resolution shall
be promptly cancelled by the Bond Registrar and thereafter disposed of as directed by the City.
All Bonds delivered in exchange for or upon transfer of Bonds shall be valid general
obligations of the City evidencing the same debt, and entitled to the same benefits under this
resolution, as the Bonds surrendered for such exchange or transfer.
Every Bond presented or surrendered for transfer or exchange shall be duly endorsed or
be accompanied by a written instrument of transfer, in form satisfactory to the Bond Registrar,
duly executed by the Holder thereof or his, her or its attorney duly authorized in writing.
The Bond Registrar may require payment of a sum sufficient to cover any tax or other
governmental charge payable in connection with the transfer or exchange of any Bond and any
legal or unusual costs regarding transfers and lost Bonds.
Transfers shall also be subject to reasonable regulations of the City contained in any
agreement with the Bond Registrar, including regulations which permit the Bond Registrar to
close its transfer books between record dates and payment dates.
11. Rights Upon Transfer or Exchange Each Bond delivered upon transfer of or in
exchange for or in lieu of any other Bond shall carry all the rights to interest accrued and unpaid,
and to accrue, which were carried by such other Bond.
12. Interest Payment; Record Date Interest on any Bond shall be paid on each
Interest Payment Date by check or draft mailed to the person in whose name the Bond is
registered (the "Holder ") on the registration books of the City maintained by the Bond Registrar
and at the address appearing thereon at the close of business on the fifteenth (15th) day of the
calendar month next preceding such Interest Payment Date (the "Regular Record Date "). Any
such interest not so timely paid shall cease to be payable to the person who is the Holder thereof
as of the Regular Record Date, and shall be payable to the person who is the Holder thereof at
the close of business on a date (the "Special Record Date ") fixed by the Bond Registrar
whenever money becomes available for payment of the defaulted interest. Notice of the Special
Record Date shall be given by the Bond Registrar to the Holders not less than ten (10) days prior
to the Special Record Date.
13. Treatment of Registered Owner. The City and Bond Registrar may treat the
person in whose name any Bond is registered as the owner of such Bond for the purpose of
receiving payment of principal of and premium, if any, and interest (subject to the payment
provisions in paragraph 12 above) 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.
1329109v1 14
14. Delivery; Application of Proceeds The Bonds 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.
15. Fund and Accounts. For the convenience and proper administration of the
moneys to be borrowed and repaid on the Bonds, and to make adequate and specific security to
the Purchaser and holders from time to time of the Bonds, there is hereby created a special fund
to be designated the "General Obligation Improvement Refunding Bonds, Series 2001C Fund"
(the "Fund ") to be administered and maintained by the Finance Director as a bookkeeping
account separate and apart from all other funds maintained in the official financial records of the
City. The Fund shall be maintained in the manner herein specified until all of the Bonds herein
authorized and the interest thereon shall have been fully paid. There shall be maintained and
created in the fund the "Payment Account" and a "Debt Service Account ".
(i) Payment Account. The proceeds of the Bonds, less accrued interest, and
less any amount paid for the Bonds in excess of $1,022,790 shall be deposited in the
Payment Account. On or prior to February 1, 2002, the Finance Director shall transfer
$ of the proceeds of the Bonds from the Payment Account to the paying
agent for the Refunded Bonds, which sum is sufficient, together with other funds on
deposit in the debt service fund for the Refunded Bonds, to pay the principal and interest
due on the Refunded Bonds on February 1, 2002, including the principal of the Refunded
Bonds called for redemption on that date. The remainder of the monies in the Payment
Account shall be used to pay the costs of issuance of the Bonds. Any monies remaining
in the Payment Account after payment of all costs of issuance and payment of the
Refunded Bonds shall be transferred to the Debt Service Account.
(ii) Debt Service Account. To the Debt Service Account there is hereby
pledged and irrevocably appropriated and there shall be credited: (1) accrued interest; (2)
any balance remaining on February 2, 2002, in the Prior Bonds Debt Service Account
created by the Prior Resolution; (3) any amount paid for the Bonds in excess of
$1,022,790; (4) any uncollected special assessments which were heretofore pledged for
the payment of the Refunded Bonds and are herein pledged to the payment of the Bonds;
(5) all investment earnings on funds in the Debt Service Account; (6) any taxes herein or
hereafter levied for the payment of the Bonds; (7) any and all other moneys which are
properly available and are appropriated by the governing body of the City to the Debt
Service Account. The amount of any surplus remaining in the Debt Service Account
when the Bonds and interest thereon are paid shall be used consistent with Minnesota
Statutes, Section 475.61, Subdivision 4.
The moneys in the Debt Service Account shall be used solely to pay the principal of and interest
on the Bonds or any other bonds hereafter issued and made payable from the Fund. No portion
of the proceeds of the Bonds shall be used directly or indirectly to acquire higher yielding
investments or to replace funds which were used directly or indirectly to acquire higher yielding
investments, except (1) for a reasonable temporary period until such proceeds are needed for the
purpose for which the Bonds were issued, and (2) in addition to the above, in an amount not
greater than the lesser of five percent (5 %) of the proceeds of the Bonds or $100,000. To this
effect, any proceeds of the Bonds and any sums from time to time held in the Fund (or any other
1329109vl 15
City account which will be used to pay principal and interest to become due on the Bonds) in
excess of amounts which under the applicable federal arbitrage regulations may be invested
without regard as to yield shall not be invested in excess of the applicable yield restrictions
imposed by the arbitrage regulations on such investments after taking into account any
applicable "temporary periods" or "minor portion" made available under the federal arbitrage
regulations. In addition, the proceeds of the Bonds and money in the Fund shall not be invested
in obligations or deposits issued by, guaranteed by or insured by the United States or any agency
or instrumentality thereof if and to the extent that such investment would cause the Bonds to be
"federally guaranteed" within the meaning of Section 149(b) of the Internal Revenue Code of
1986, as amended (the "Code ").
16. Prior Bonds; Security Until retirement of the Prior Bonds, all provisions for the
security thereof shall be observed by the City and all of its officers and agents.
17. Special Assessments The City has heretofore levied special assessments
pursuant to the Prior Resolution, which have been pledged to the payment of the principal and
interest on the Prior Bonds. All uncollected special assessments are now pledged to the payment
of principal of and interest on the Bonds. The special assessments are such that if collected in
full they, together with estimated collections of taxes 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.
18. Tax Levy; Coverage Test; Cancellation of Certain Tax Levies To provide
moneys for payment of the principal and interest on the Bonds there is hereby levied upon all of
the taxable property in the City a direct annual ad valorem tax which shall be spread upon the tax
rolls and collected with and as part of other general property taxes in the City for the years and in
the amounts:
Year of Year of Tax
Tax Levy Collection Amount
The tax levies are such that if collected in full they, together with estimated collections of special
assessments and other revenues herein pledged for the payment of the Bonds, will produce at
least five percent (5 %) in excess of the amount needed to meet when due the principal and
interest payments on the Bonds. The tax levies shall be irrepealable so long as any of the Bonds
are outstanding and unpaid, provided that the City reserves the right and power to reduce the
levies in the manner and to the extent permitted by Minnesota Statutes, Section 475.61,
Subdivision 3.
Upon payment of the Prior Bonds, the uncollected taxes pledged in the Prior Resolution
authorizing the issuance of the Prior Bonds, shall be canceled.
1329109v1 16
19. Continuing Disclosure The City is the sole obligated person with respect t
g p p 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 t
. ) p o the
Securities Exchange Act of 1934, as amended, and a Continuing isclosure Undertaking g (the
"Undertaking ") hereinafter described to:
(a) Provide or cause to be provided to each nationally recognized municipal Y � p securities
information repository ( "NRMSIR ") and to the appropriate state information depository p rY
if any, for the State of Minnesota, in each case as designated b the Commission in accordance
dance
with the Rule, certain annual financial information and operating ata in accordance with the
he
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 NRMSIR or to the
Municipal Securities Rulemaking Board ("MSR-B") and (ii) the SID, notice of the occurrence of
certain material events with respect to the Bonds in accordance with the Undertaking.
(c) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR or to the
MSRB and (ii) the SID, notice of a failure by the City to provide the annual financial information
with respect to the City described in the Undertaking.
(d) The City agrees that its covenants pursuant to the Rule set forth in this paragraph
and in the Undertaking is intended to be for the benefit of the Holders of the Bonds and shall be
enforceable on behalf of such Holders; provided that the right to enforce the provisions of these
covenants shall be limited to a right to obtain specific enforcement of the City's obligations under
the covenants.
The Mayor and Clerk of the City, or any other officer of the City uthorized to act in their
Y er
place (the "Officers ") are hereby authorized and directed to execute on behalf of the City th e
e
Undertaking In substantially the form presented to the City Council subject to such modifications
J tons
thereof or additions thereto as are (i) consistent with the requirements under the Rule 11
required by the Purchaser of the Bonds, and (111) acceptable to the Officers.
20. General Obligation Pledge For the prompt and full a ent of the principal and
p Ym p p
interest on the Bonds, as the same respectively become due, the full faith credit and taxing
powers of the City shall be and are hereby irrevocably pledged. If the balance in the Debt
Service Account is ever insufficient to pay all principal and interest then due on the Bonds and
any other bonds payable therefrom, the deficiency shall be promptly id out of an other funds
oft Y p Y
he City which are available for such purpose, and such other funds may be reimbursed with
Y t
or without interest from the Debt Service Account when a sufficient balance is available therein.
e n.
21. Redemption of Prior Bonds The Prior Bonds which mature on and after
February 1, 2003, shall be redeemed and prepaid on February 1, 2002 in accordance with
. rY � the
terms and conditions set forth in the Notice of Call for Redemption attached hereto as Exhibit A
which terms and conditions are hereby approved and incorporated herein b refere
rp y
22. Certificate of Registration The Clerk is hereby irected to file a certified copy py of
this resolution with the County Auditor of Ramsey County, Minnesota together with such
tY � g other
1329109v1 17
information as the County Auditor shall require, and to obtain th
q � e County Auditor's Certificate
that the Bonds have been entered in the County uditor's Bond Register egi ster and that the tax levy
required by law has been made. y
23. Records and Certificates. The officers of the City re her '
ty 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 City relating to the
. • p g ords of the Ci
Bonds and to the financial condition and affairs of the City, such •
ty, h other affidavits, certificates
and information as are required to show the facts relating o the 1 '
g 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, certificate '
p sand affidavits, including any
heretofore furnished, shall be deemed representations of the City y as to the facts recited therein.
24. Ne ative Covenant as to Use of Bond Proceeds and Prop ect The City hereby
covenants not to use the proceeds of the Bonds or t
"Project"), o use the improvements financed by the Prior
Bonds (the or to cause or permit them to be used or to enter into any deferred
payment arrangements for the cost of the Project, in such a manner as to cause the
Bonds to be
"private activity bonds" within the meaning f Sections 103 and 1
g 41 through 150 of the Code.
25. 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
(1) requirements relating to temporary periods for investments, (2) limitations on amounts
invested at a yield greater than the yield on the Bonds, and (3) the rebate of excess investment
earnings to the United States 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.
For purposes of qualifying for the exception to the federal arbitrage rebate requirements
for governmental units issuing $5,000,000 or less of bonds, the City hereby finds, determines and
declares that (1) the Bonds are issued by a governmental unit with general taxing powers, (2) no
Bond is a private activity bond, (3) ninety -five percent (95 %) or more of the net proceeds of the
Bonds are to be used for local governmental activities of the City (or of a governmental unit the
jurisdiction of which is entirely within the jurisdiction of the City), and (4) the aggregate face
amount of all tax - exempt bonds (other than private activity bonds) issued by the City (and all
subordinate entities thereof, and all entities treated as one issuer with the City) during the
calendar year in which the Bonds are issued and outstanding at one time is not reasonably
expected to exceed $5,000,000, all within the meaning of Section 148(fl(4)(D) of the Code.
Furthermore:
(i) there shall not be taken into account for purposes of said $5,000,000 limit
any bond issued to refund (other than to advance refund) any bond to the extent the
amount of the refunding bond does not exceed the outstanding amount of the refunded
bond;
(ii) the aggregate face amount of the Bonds does not exceed $5,000,000;
1329109v1
18
(iii) each of the Refunded Bonds was issued as art of an issue '
p which was
treated as meeting the rebate requirements by reason of the exception for
p governmental
units issuing $5,000,000 or less of bonds;
(iv) the average maturity of the Bonds does not exceed the average maturity of
the Refunded Bonds; and
(v) no part of the Bonds has a maturity date which is later than the date which
is thirty (30) years after the dates the Refunded Bonds were issued.
26. Designation of Qualified Tax -Exem tp 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:
(a) the Bonds are issued after August 7, 1986;
Code; (b) the Bonds are not "private activity bonds" as defined in Section 141 of the
(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 2001 will not exceed $10,000,000;
(e) not more than $10,000,000 of obligations issued by the City during this
calendar year 2001 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" the
e Prior
Bonds within the meaning of Section 149(d)(5) of the Code and shall no '
t be taken into
account under the $10,000,000 issuance limit to the extent the Bonds do not exceed the
outstanding amount of the Prior 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.
27. Defeasance When all Bonds have been discharged as provided '
1 g p in this paragraph,
all
pledges, covenants and other rights granted by this resolution to the registered g ered holders of the
Bonds shall, to the extent permitted by law, cease. The City may discharge '
ty y r age its obligations with
respect to any Bonds which are due on any date by irrevocably depositing with the Bon
Y p g d
Registrar on or before that date a sum sufficient for the payment thereof '
p ym in full; or if any Bond
should not be paid when due, it may nevertheless be discharged b depositing '
g y with the Bond
Registrar a sum sufficient for the payment thereof in full with interest accrued to the date of such
1329109v1 19
deposit. The City may also at any time discharge its obligations with g g respect to any Bonds,
subject to the provisions of law now or hereafter authorizing and regulating
. g gulating such action, by
depositing irrevocably in escrow, with a suitable banking nstitution
g qualified bylaw 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 s been duly provided for, to
such earlier redemption date.
28. Supplemental Resolution The Prior Resolution authorizing the issuance of the
Prior Bonds is hereby supplemented to the extent necessary o give of provisions
hereof.
ry g effect to the provisions
29. ' Sever 0 If any section, paragraph or provision of this p p Resolution shall be
held to be invalid or unenforceable for any reason, the invalidity r unen '
ty forceability of such
section, paragraph or provision shall not affect any of the remaining provisions of t
g p his
Resolution.
30. Headings Headings in this Resolution are included for convenience of reference
only and are not a part hereof, and shall not limit or define the meaning provision ng of any provision hereof.
The motion for the adoption of the foregoing esolution was dui s
' g y seconded by
Coun
cilmember and, after a full discussion thereof
f and upon a vote being
taken thereon, the following voted in favor thereof:
and the following voted against the same:
Whereupon the Resolution was declared dui passed and adopted.
duly p
13291090 20
EXHIBIT A
NOTICE OF CALL FOR REDEMPTION
GENERAL OBLIGATION IMPROVEMENT REFUNDING BONDS SERIES 1992A
CITY OF MAPLEWOOD,
RAM S EY COUNTY, MINNESOTA
NOTICE IS HEREBY GIVEN that by order of the City Council of the City f Maplewood,
ty p d,
Ramsey County, Minnesota, there have been called for redemption and prepayment
p on
February 1 2002
those outstanding bonds of the City designated as General Obligation Improvement Refunding
g p
Bonds, Series 1992A, dated as of December 1, 1992, having stated maturity ates in the e
ty y ears
2003 through 2008, inclusive, and totaling $1,835,000 in principal amount. The bonds are
p being
called at a price of par plus accrued interest to February 1, 2002, on which date all interest
on the
bonds will cease to accrue. Holders of the bonds hereby called for redem tion are requested p q ted to
present their bonds for payment, at U.S. Bank Trust National Association. (successor to No . rwest
Bank Minnesota, National Association), Attention: Paying Agent Services 180 East Fifth g g h Street,
St. Paul, Minnesota 55101.
Dated: October 4, 2001
BY ORDER OF THE CITY COUNCIL
/s/ Karen Guilfoile
City Clerk
Important Notice: Under the Interest and Dividend Compliance Act of 1983 31 % will be
withheld if tax identification number is not properly certified.
13291090