HomeMy WebLinkAboutGeneral Obligation Improvement Bonds of 1993
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J I- C/TABULATIONOFBIDS
,? jJ ~~J/. r/ :t ~ t P ~ OF PRIOR LAKE, MlNNESaf A
U Lt :IW 7 $3,000,000
(iY' GENERAL OBUGATION IMPROVEMENf BONDS OF 1993
AWARD: CLA YI'ON BROWN & ASSOCIATES, INC.
DATE OF SALE: MONDAY, JUNE 21, 1993
MOODY'S RATING: A
BIDDER
INfEREST RATE
NEf INTEREST COST
(RATE)
CLAYI'ON BROWN & ASSOCIATES, INC.
GRIFFIN, KUBIK, STEPHENS & THOMPSON
PIPER JAFFRA Y INC.
NORWEST INVESTMENT SERVICES) T. MGR.
American National Bank, St. Paul
Craig-Hallum, Inc.
Dougherty, Dawkins, Strand & Bigelow
Moore, Jruran & Company, Inc.
4.250% - 1994
4.300% - 199512003
4.375% - 200412008
PURCHASE PRICE:
$2,941,222.10
$965,434.78
(4.5907%)
3.000% - 1994
3.250% - 1995
3.500% - 1996
3.700% - 1997
3.900% - 1998
4.000% - 1999
4.200% - 2000
4.400% - 2001
4.600% - 2002
4.800% - 2003
5.000% - 2004
5.125% - 2005
5.250% - 200612008
PURCHASE PRICE:
$2,957,537.10
$972,413.94
(4.6239%)
2.75% - 1994
3.15% - 1995
3.50% - 1996
3.80% - 1997
4.00% - 1998
4.20% - 1999
4.40% - 2000
4.60% - 200 1
4.80% - 2002
5.00% - 200312004
5.10% - 2005
5.20% - 2006
5.25% - 2007
5.30% - 2008
PURCHASE PRICE:
$2,972,855.00
$985,346.67
(4.6854%)
CITY OF PRIOR LAKE, MlNNESaf A
$3,000,000 GENERAL OBUGATION IMPROVEMENT BONDS OF 1993
PAGE 2
DEAN wrITER REYNOLDS INC.
PRUDENTIAL SECURITIES) JOINT
PAINEWEBBERINC.) MANAGERS
R.W. BAIRD & CO.)
FRS INVESTMENf SERVICES, INC.
Miller & Schroeder Financial, Inc.
Peterson Financial Corporation
DAIN BOSWORTH. INC.
MERRIL LYNCH) JOINT
CRONIN & CO, INC.) MANAGERS
MIlLER, JOHNSON & KUEHN, INC.)
2.80% - 1994
3.20% - 1995
3.50% - 1996
3.80% - 1997
4.00% - 1998
4.10% - 1999
4.30% - 2000
4.50% - 2001
4.70% - 2002
4.90% - 2003
5.00% - 2004
5.10% - 2005
5.20% - 2006
5.30% - 200712008
PURCHASE PRICE:
3.00% - 1994
3.25% - 1995
3.50% - 1996
3.75% - 1997
4.00% - 1998
4.20% - 1999
4.40% - 2000
4.60% - 200 1
4.80% - 2002
5.00% - 2003
5.10% - 2004
5.20% - 2005
5.30% - 2006
5.40% - 2007
5.50% - 2008
PURCHASE PRICE:
3.00% - 1994
3.30% - 1995
3.55% - 1996
3.80% - 1997
4.00% - 1998
4.20% - 1999
4.40% - 2000
4.60% - 2001
4.80% - 2002
5.00% - 2003
5.10% - 2004
5.20% - 2005
5.30% - 2006
5.40% - 2007
5.50% - 2008
PURCHASE PRICE:
$2,959,385.80
$986,120.45
(4.6891%)
$2,971,500.00
991,921.46
(4.7166%)
$2,970,000.00
$994,621.25
(4.7243%)
;(fi))J u R~~TM~T ~gS!,2X~ INC.
SAINT PAUL, MN 55101-2091
MINNESOTA MUTUAL LIFE CENTER
400 NORTH ROBERT - SUITE 800
(612) 224-1500
1-800-950-4666
FAX: (612) 224-5124
MINNEAPOLIS, MN 55402-3300
#130 INTERNATIONAL CENTRE
900 - 2ND AVENUE SOUTH
(612) 339-8100
1-800-950-4666
FAX: (612) 339-2019
HOUSTON, TX 77027-9008
1177 WEST lOOP SO - SUITE 1850
(713) 961-1882
1-800-950-5444
FAX: (713) 961-0962
CLEARWATER, FL 34624-3102
ARBOR OFFICE CENTER - SUITE 205
19321 U.S. HIGHWAY 19 NORTH
(813) 535-0584
1-800-950-2055
FAX: (813) 535-3271
CITY OF PRIOR LAKE, MINNESar A
$3,000,000 GENERAL OBUGATION IMPROVEMENT BONDS OF 1993
PAGE 3
SMTIH BARNEY, HARRIS UPHAM & CO.
3.10% - 1994
3.30% - 1995
3.60% - 1996
3.85% - 1997
4.00% - 1998
4.20% - 1999
4.40% - 2000
4.60% - 2001
4.80% - 2002
5.00% - 2003
5.10% - 2004
5.20% - 2005
5.25% - 2006
5.30% - 2007
5.35% - 2008
PURCHASE PRICE:
$2,954,695.10
$963,640.21
(4.7976%)
D"-\ TE OF AKAL YSIS: Jun-21- 1993 Kame of Issuer CITY OF PRIOR LAKE, MINNESOTA FINAL
DA TED DATE OF BOND ISSlJE: JuI-I-1993 Type of Bond GENERAL OBLIGA TION IMPROVEMENT BONDS OF 1993
ALE: PRIOR LA.KE 429 - A PAR AMOUNT: $3,000,000 RESIDE!'o.'TIAL HOMESTEAD
ANNUAL TAX MARKEr VALUE
ANAL TOTAL STATUATORY CAPITALIZED ASSESSME:I'-.'TS (SCHEDULE A) ANNUAL TAX CAPACITY CAPACITY $85,000 $100,000 $125,000 $150.000
(12-1) [r-, 'TEREST DEBT COVERAGE Ir-.'TEREST ASSESSMENT ASSESSMENT TAX SURPLUS :DMULA TIVI VALUE INCR RATE NET TAX CAPACITY
YEAR PRINCIPAL RATES I!'\'TEREST SERVICE @ 105.00% 5 MOt-.'THS PRINCIPAL INTEREST INCOME LEVY /DEFlClT BALANCE 1.00% INCREASE $980 $1, 280 $1.780 $2.280
1993 53,784.38 53,784.38 53,784.38 $53.784.38 $0.00 $0.00 6,800,000
1994 $210.000.00 4.250% 129,082.50 339,082.50 356,036.63 $74,433.33 $67,211.66 $141,644.99 240,000.00 25.~.36 25.~.36 6,868,000 3.49% $34.20 $44.67 $62.12 W.57
1995 220,000.00 4.300% 120,157.50 340,157.50 357,165.38 74.433.33 53,299.16 127,732.49 244,000.00 14,567.11 40,175.47 6,936,680 3.52% 34.50 45.06 62.66 80.26
1996 230,000.00 4.300% 110,697.50 340,697.50 357,732.38 74,433.33 48,988.33 123,421.66 248,000.00 13,689.28 53,864.75 7,006,047 3.54% 34.69 45.31 63.01 80.71
1997 245,000.00 4.300% 100.807.50 345,807.50 363,097.88 74,433.33 44,677.50 119,110.83 252,000.00 8,012.95 61,877.70 7,076,107 3.56% 34.89 45.57 63.37 81.17
1998 260,000.00 4.300% 90,272.50 350,272.50 367,786.13 74,433.33 40,366.66 114,799.99 257,000.00 4,013.86 65,891.56 7,146,868 3.60% 35.28 46.08 64.08 82.08
1999 275,000.00 4.300% 79,092.50 354,092.50 371,797.13 74,433.33 36,055.83 110,489.16 262,000.00 692.03 66,583.59 7,218,337 3.63% 35.57 46.46 64.61 82.76
2000 295,000.00 4.300% 67,267.50 362,267.50 380,380.88 74,433.33 31,745.00 106,178.33 268,000.00 (6,202.55) 60,381.04 7,290,520 3.68% 36.06 47.10 65.50 83.90
2001 310,000.00 4.300% 54,582.50 364,582.50 382,811.63 74,433.33 27,434.17 101,867.50 274,000.00 (6,944.13) 53,436.91 7,363,425 3.72% 36.46 47.62 66.22 84.82
2002 335,000.00 4.300% 41,252.50 376,252.50 395,065.13 74,433.33 23,123.33 97,556.66 280,000.00 (17,508.47) 35,928.44 7,437,059 3.76% 36.85 48.13 66.93 85.73
2003 370,000.00 4.300% 26,847.50 396,847.50 416,689.88 74,433.33 18,812.50 93,245.83 288,000.00 (35,444.05) 484.39 7,511,430 3.83% 37.53 49.02 68.17 87.32
2004 50,000.00 4.375% 10,937.50 60,937.50 63,984.38 52,733.33 14,501.67 67,235.00 0.00 3,250.62 3,735.01 7,586,S44 0.00% 0.00 0.00 0.00 0.00
2005 50,000.00 4.375% 8,750.00 58,750.00 61,687.50 52.733.33 11,601.33 64,334.66 0.00 2.647.16 6,382. 17 7,662,409 0.00% 0.00 0.00 0.00 0.00
2006 50,000.00 4.375% 6,562.50 56,562.50 59,390.63 52,733.33 8,701.00 61,434.33 0.00 2,043.70 8,425.87 7,739,033 0.00% 0.00 0.00 0.00 0.00
2007 50,000.00 4.375% 4,375.00 54,375.00 57,093.75 52.733.33 5,800.67 58,534.00 0.00 1,440.25 9,866.12 7,816,423 0.00% 0.00 0.00 0.00 0.00
2008 50,000.00 4.375% 2,187.50 52.187.50 54,796.88 52,733.33 2,900.33 55,633.66 0.00 836.78 10,702.90 7,894,587 0.00% 0.00 0.00 0.00 0.00
2009 0.00 0.000% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,702.90 7,973,533 0.00% 0.00 0.00 0.00 0.00
2010 0.00 0.000% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,702.90 8,053,268 0.00% 0.00 0.00 0.00 0.00
2011 0.00 0.000% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,702.90 8,133,801 0.00% 0.00 0.00 0.00 0.00
2012 0.00 0.000% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,702.90 8,215, 139 0.00% 0.00 0.00 0.00 0.00
2013 0.00 0.000% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,702.90 8,297,290 0.00% 0.00 0.00 0.00 0.00
3,000,000.00 906.656.88 3,906,656.88 4,099,300.57 53,784.38 1,007,999.95 435,219.14 1,443,219.09 $2,613,000.00 $10,702.90 A VG. ANNUAL INCR $35.60 $46.50 $64.67 $82.83
(-) (+) (+) (+) MO!\'THL Y INCR. $2.97 $3.88 $5.39 $6.90
PREPARED BY:
ij ~ JURAN & MOODY, INC.
~~ STEVEN J. MATTSON V.P.
~NC 612-224-1500
APPUCATION OF FUNDS (COSTS PER CITY)
CONSTRUCfION BIDS
lESS: CITY CASH <X>NT RIB Uf ION
ESTIMATED ENGINEERING
CONTINGENCY
TOTAL PROJECT HARD COSTS
ADD: (SOFr COSTS)
ESTIMATED LEGAL OPINION
ESTIMATED BOND PRI!'>.'TING & PUBLICATION
ESTIMATED REGISTRATION (ONETIME- UPFROl\'T)
CAPITAL Il\'TEREST (5 MONTHS)
ESTIMATED ASCAL FEE
ESTIMATED BOND RATING FEE
MISC COSTS (pLUG NUMBER)
ACTUAL DISCOU!'>.'T
UNUSED DISCOU:I'-.'T
TOT AL SOFr COSTS OF ISSUANCE
SUBTOTAL
GRAND TOTAL HARD COSTS
ROUNDED FOR ISSUE
PREPARED BY:
~ ~ JURAN & MOODY, INC.
!1fiV;l STEVEN J. MATTSON V.P.
I ~NC 612-224-1500
2,750,000.00
(380,000.00)
470,000.00
10,000.00
4,500.00
1,000.00
3,500.00
53,784.38
17,500.00
4,500.00
6,500.00
58,777.90
22.10
2,850,000.00
150,084.38
3,000,084.38
$3,000,000.00
CITY OF PRIOR LAKE, MINNESOTA
GENERAL OBLIGATION IMPROVEMEl\l BONDS OF 1993
PAR AMOUNT: $3,000,000
YEAR
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
20CJ7
2008
2009
2010
2011
2012
2013
TOTALS
AMOU:I'-.'T
o
$210,000
220,000
230,000
245,000
260,000
275,000
295,000
310,000
335,000
370,000
50,000
50,000
50,000
50,000
50,000
o
o
o
o
o
$3,000,000
BONDS DATED:
BONDS MATURE:
Il\'TEREST:
OPTION:
PURCHASE PRICE:
EST. AVERAGE COUPON RATE:
EST. NET EFFECrIVE RATE:
PAYING AGENT &
REGISTRAR:
BOND SALE DA TE:
BOND SALE OPENING:
BOND SALE AWARD:
EST. BOND CLOSING DATE:
JULY 1, 1993
DECEMBER I, 1994 THROUGH 2008
DECEMBER 1,1993 A.."1D SEMIANNUALLY THEREAFTER ON EACH
JUNE 1 AND DECEMBER 1.
ALL BONDS MATURING IN THE YEARS 1999 THROUGH 2008, ARE
CALLABLE AT THE OPTION OF THE aTY ON DECEMBER 1, 1998
OR ANY PAYMENT DATE THEREAFrER AT PAR
$2,941,222.10
4.311 %
4.591 %
FIRST AR TRUST CO.
JUNE 21, 1993
11:00 AM@THEST.PAULOFFICEOFJURAN&MOODY
7:30P.M. @ CITY HALL
JULY 8,1993
ASSESSMENT INFORMATION (SCHEDULE A)
10 YEAR ASSESSMENTS 15 YEAR ASSESSMENTS
AMOU:I'-.'T OF ASSESSMENTS: $217,000.00 AMOUNT OF ASSESSMENTS: $791,000.00
PERCE'" AGE OF ISSUE ASSESSED: 7.23% PERffi"-'T AGE OF ISSUE ASSESSED: 26.37%
INTEREST RATE ON ASSESSME~'TS: 6.50% I:I'-.'TEREST RATE ON ASSESSME)\j'TS: 5.50%
FIRST INSTALLME.JoIT COI..LECl'ION: 1994 FIRST INSTALLMENT COLLECTION: 1994
# OF ANNUAL INSTALLMENTS: 10 # OF ANNUAL INST ALLMa.'TS: 15
START DATE OF ASSESSMENTS: 11/1193 START DATE OF ASSESSMENTS: 11/ 1/93
ASSESSMENTS (10 YEAR) ASSESSME)\j'TS (15 YEAR)
ASSESSMENT INTEREST @ ASSESSMENT ASSESSMENT INTEREST @ ASSESSMENT GRAND TOT AL OF
YEAR PRINCIPAL 6.50% INCOME YEAR PRINCIPAL 5.50% INCOME ASSESSMENTS
1993 1993
1994 $21,700.00 $16,455.83 $38,155.83 1994 $52,733.33 $50,755.83 $103,489.16 $141,644.99
1995 21,700.00 12,694.50 34,394.50 1995 52,733.33 40,604.66 93,337.99 $127,732.49
1996 21,700.00 11,284.00 32,984.00 1996 52,733.33 37,7<>>.33 90,437.66 $123,421.66
1997 21,700.00 9,873.50 31,573.50 1997 52,733.33 34,8<>>.00 87,537.33 $119,110.83
1998 21,700.00 8,463.00 30,163.00 1998 52,733.33 31,903.66 84,636.99 $114,799.99
1999 21,700.00 7,052.50 28,752.50 1999 52,733.33 29,003.33 81,736.66 $110,489.16
2000 21,700.00 5,642.00 27,342.00 2000 52,733.33 26,103.00 78,836.33 $106,178.33
2001 21,700.00 4,231.50 25,931.50 2001 52,733.33 23,202.67 75,936.00 $101.867.50
2002 21,700.00 2,821.00 24,521.00 2002 52,733.33 20,302.33 73,035.66 $97,556.66
2003 21,700.00 1,410.50 23,110.50 2003 52,733.33 17,402.00 70, 135.33 $93,245.83
2004 0.00 0.00 0.00 2004 52,733.33 14,501.67 67,235.00 $67,235.00
2005 0.00 0.00 0.00 2005 52,733.33 11,601.33 64,334.66 $64,334.66
2006 0.00 0.00 0.00 2006 52,733.33 8,701.00 61,434.33 $61,434.33
2007 0.00 0.00 0.00 2007 52,733.33 5,800.67 58.534.00 $58,534.00
2008 0.00 0.00 0.00 2008 52,733.33 2,900.33 55,633.66 $55.633.66
2009 0.00 0.00 0.00 2009 0.00 0.00 0.00 $0.00
2010 0.00 0.00 0.00 2010 0.00 0.00 0.00 $0.00
2011 0.00 0.00 0.00 2011 0.00 0.00 0.00 $0.00
2012 0.00 0.00 0.00 2012 0.00 0.00 0.00 $0.00
2013 0.00 0.00 0.00 2013 0.00 0.00 0.00 $0.00
217,000.00 79,928.33 296,928.33 790,999.95 355,290.81 1,146,290.76 1,443,219.09
EXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF
PRIOR LAKE, MINNESOTA
HELD: June 21, 1993
Pursuant to due call and notice thereof, a regular
meeting of the City Council of the city of Prior Lake, Scott
County, Minnesota, was duly held at the City Hall in said City on
Monday, the 21st day of June, 1993, at 7:30 P.M., for the
purpose, in part, of considering bids for, and awarding the sale
of, $3,000,000 General Obligation Improvement Bonds of 1993 of
the city.
The following members were present:
and the following were absent:
The Manager presented affidavits showing publication of
notice of call for bids on $3,000,000 General Obligation
Improvement Bonds of 1993 of the City, for which bids were to be
received this same day, in accordance with the resolution adopted
by the city Council on May 17, 1993. The affidavits were
examined, were found to comply with the provisions of Minnesota
Statutes, Chapter 475, and were approved and ordered placed on
file.
The following bids were received, opened and recorded
at 11:00 A.M., Central Time, at the offices of Juran & Moody,
Inc., in the presence of the Manager, or designee, on this same
day:
Bidder
Interest Rate
Net Interest Cost
241363
The Council then proceeded to consider and discuss the
bids, after which member introduced the
following resolution and moved its adoption:
Resolution Number 93-
RESOLUTION ACCEPTING BID ON
SALE OF
$3,000,000 GENERAL OBLIGATION IMPROVEMENT
BONDS OF 1993, PROVIDING FOR THEIR ISSUANCE
AND LEVYING A TAX FOR THE PAYMENT THEREOF
A. WHEREAS, the City Council of the City of Prior
Lake, Minnesota (the "City"), has heretofore determined and
declared that it is necessary and expedient to issue $3,000,000
General Obligation Improvement Bonds of 1993 of the City,
pursuant to Minnesota Statutes, Chapters 429 and 475, to finance
the construction of various improvements in 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
NOW, THEREFORE, BE IT RESOLVED by the Council of the
City of Prior Lake, Minnesota, as follows:
1. AcceDtance of Bid. The bid of
(the "Purchaser"), to purchase
$3,000,000 General Obligation Improvement Bonds of 1993 of the
City (the "Bonds", or individually a "Bond"), in accordance with
the notice of bond sale, 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 bid received and is hereby accepted, and
the Bonds are hereby awarded to said bidder. The Manager is
directed to retain the deposit of said bidder and to forthwith
return to the unsuccessful bidders their good faith checks or
drafts.
2. Title: Original Issue Date: Denominations:
Maturities. The Bonds shall be titled "General Obligation
Improvement Bonds of 1993", shall be dated July 1, 1993, 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
241363
2
integral multiple thereof of a single maturity. The Bonds shall
mature on December 1 in the years and amounts as follows:
Year Amount Year Amount
1994 $210,000 2000 $295,000
1995 220,000 2001 310,000
1996 230,000 2002 335,000
1997 245,000 2003 370,000
1998 260,000 2004-2008 50,000
1999 275,000
All dates are inclusive.
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 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 June 1 and December 1 of each year (each, an
"Interest Payment Date"), commencing December 1, 1993, 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:
Interest
Rate
Maturity
Year
Interest
Rate
Maturity
Year
1994
1995
1996
1997
1998
1999
2000
2001
%
2002
2003
2004
2005
2006
2007
2008
%
5. Redemption. All Bonds maturing in the years 1999
to 2008, both inclusive, shall be subject to redemption and
prepayment at the option of the city on December 1, 1998, and on
any Interest Payment Date thereafter at a price of par plus
accrued interest. Redemption may be in whole or in part of the
241363
3
Bonds subject to prepayment. If redemption is in part, those
Bonds remaining unpaid which have the latest maturity date shall
be prepaid first; and if only part of the Bonds having a common
maturity date are called for prepayment, the specific Bonds to be
prepaid shall b~ 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 Bond
so surrendered.
6. Bond Reqistrar. Firstar Trust Company, in
Milwaukee, Wisconsin, 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.
241363
4
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:
241363
5
UNITED STATES OF AMERICA
STATE OF MINNESOTA
SCOTT COUNTY
CITY OF PRIOR LAKE
R-
$
GENERAL OBLIGATION IMPROVEMENT
BOND OF 1993
INTEREST
RATE
MATURITY
DATE
DATE OF
ORIGINAL ISSUE
CUSIP
JULY 1, 1993
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of
Prior Lake, Scott 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
June 1 and December 1 of each year (each, an "Interest Payment
Date"), commencing December 1, 1993, 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
Firstar Trust Company, in Milwaukee, Wisconsin (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
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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.
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 Prior Lake, Scott
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 Manager, the corporate seal of the Issuer having been
intentionally omitted as permitted by law.
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Date of Registration:
BOND REGISTRAR'S
CERTIFICATE OF
AUTHENTICATION
This Bond is one of the
Bonds described in the
Resolution mentioned
within.
FIRSTAR TRUST COMPANY
Milwaukee, Wisconsin
Bond Registrar
By
Authorized Signature
241363
Registrable by: FIRSTAR TRUST
COMPANY
Payable at: FIRSTAR TRUST COMPANY
CITY OF PRIOR LAKE,
SCOTT COUNTY, MINNESOTA
/s/ Facsimile
Mayor
/s/ Facsimile
Manager
8
ON REVERSE OF BOND
Redem-ption. All Bonds of this issue (the "Bonds")
maturing in the. years 1999 to 2008, both inclusive, are subject
to redemption and prepayment at the option of the Issuer on
December 1, 1998, and on any Interest Payment 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, those Bonds remaining unpaid which have the latest
maturity date shall be prepaid first; 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 RedemDtion: 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: PurDose: General Obligation. This Bond is
one of an issue in the total principal amount of $3,000,000, all
of like date of original issue and tenor, except as to number,
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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 June 21, 1993 (the "Resolution"), for the purpose of
providing money to finance the construction of various
improvements within the jurisdiction of the Issuer. This Bond is
payable out of the General Obligation Improvement Bonds of 1993
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: Exchanqe: Resolution. The Bonds are
issuable solely as fully registered bonds in the denominations of
$5,000 and integral multiples thereof of a single maturity and
are exchangeable for fully registered Bonds of other authorized
denominations in equal aggregate principal amounts at the
principal office of the Bond Registrar, but only in the manner
and subject to the limitations provided in the Resolution.
Reference is hereby made to the Resolution for a description of
the rights and duties of the Bond Registrar. Copies of the
Resolution are on file in the principal office of the Bond
Registrar.
Transfer. This Bond is transferable by the Holder in
person or by his, her or its attorney duly authorized in writing
at the principal office of the Bond Registrar upon presentation
and surrender hereof to the Bond Registrar, all subject to the
terms and conditions provided in the Resolution and to reasonable
regulations of the Issuer contained in any agreement with the
Bond Registrar. Thereupon the Issuer shall execute and the Bond
Registrar shall authenticate and deliver, in exchange for this
Bond, one or more new fully registered Bonds in the name of the
transferee (but not registered in blank or to "bearer" or similar
designation), of an authorized denomination or denominations, in
aggregate principal amount equal to the principal amount of this
Bond, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss. The Bond Registrar may
require payment of a sum sufficient to cover any tax or other
governmental charge payable in connection with the transfer or
exchange of this Bond and any legal or unusual costs regarding
transfers and lost Bonds.
Treatment of Reqistered 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
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payment as herein provided (except as otherwise provided on the
reverse side hereof with respect to the Record Date) and for all
other purposes, whether or not this Bond shall be overdue, and
neither the Issuer nor the Bond Registrar shall be affected by
notice to the contrary.
Authentication. This Bond shall not be valid or become
obligatory for any purpose or be entitled to any security unless
the certificate of Authentication hereon shall have been executed
by the Bond Registrar.
Oualified Tax-Exemot Obliqation. 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.
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:
UTMA -
- as tenants in common
- as tenants by the entireties
as joint tenants with right of
and not as tenants in common
as custodian for
survivorship
TEN COM
TEN ENT
JT TEN -
(Minor)
Uniform
(Cust)
under the
(State)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
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ASSIGNMENT
For value received, the undersigned hereby sells,
assigns and transfers unto
the within Bond and does
hereby irrevocably constitute and appoint
attorney to transfer the Bond on the books kept for the
registration thereof, with full power of substitution in the
premises.
Dated:
Notice:
The assignor's signature to this
assignment must correspond with the name
as it appears upon the face of the
within Bond in every particular, without
alteration or any change whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust
company or by a brokerage firm having a membership in one of the
major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad-15(a) (2).
The Bond Registrar will not effect transfer of this Bond
unless the information concerning the transferee requested below
is provided.
Name and Address:
(Include information for all joint owners
if the Bond is held by joint account.)
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8. Execution: Temoorarv Bonds. The Bonds shall be
executed on behalf of the City by the signatures of its Mayor and
Manager and be sealed with the seal of the city: provided,
however, that the seal of the City may be a printed facsimile;
and provided further that both of such signatures may be printed
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 Manager. 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 July 1, 1993. The certificate of Authentication so executed
on each Bond shall be conclusive evidence that it has been
authenticated and delivered under this resolution.
10. Reqistration: Transfer: Exchanqe. 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.
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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 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 Manager is hereby authorized to negotiate and execute
the terms of said agreement.
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11. Riqhts Upon Transfer or Exchanqe. Each Bond
delivered upon transfer of or in exchange for or in lieu of any
other Bond shall carryall 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 Reqistered 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.
14. Deliverv: Apolication 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. There is hereby created a
special fund to be designated the "General Obligation Improvement
Bonds of 1993 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
and the interest thereon have been fully paid. There shall be
maintained in the Fund two (2) separate accounts, to be
designated the "Construction Account" and "Debt service Account",
respectively.
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(i) Construction Account. To the Construction Account
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 $2,941,200 and 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 Bonds on or before December 1, 1993), 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 Account 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 Account, the balance (other than any
special assessments) may be transferred by the Council to the
fund of any other improvement instituted pursuant to Minnesota
Statutes, Chapter 429, and provided further that any special
assessments credited to the Construction Account 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 475.61, Subdivision 1.
(ii) Debt Service Account. There are hereby irrevocably
appropriated and pledged to, and there shall be credited to, the
Debt Service Account: (a) all collections of special assessments
herein covenanted to be levied with respect to the Improvements
and either initially credited to the Construction Account 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 $2,941,200;
(d) 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 Bonds on or before December 1, 1993); (e) any
collections of all taxes herein or hereafter levied for the
payment of the Bonds and interest thereon; (f) all funds
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remaining in the Construction Account after completion of the
Improvements and payment of the costs thereof, not so transferred
to the account of another improvement; (g) all investment
earnings on funds held in the Debt Service Account; and (h) 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 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 Account or Debt Service Account (or any other City
account which will be used to pay principal or interest to become
due on the bonds payable therefrom) in excess of amounts which
under then-applicable federal arbitrage regulations may be
invested without regard 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
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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 Councilor 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 not heretofore been authorized, and
accordingly, for purposes of Minnesota statutes, section 475.55,
Subdivision 3, the special assessments are hereby authorized.
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 % per annum:
Levv Years
Collection
Years
Improvement
Desiqnation
Amount
(i) Project 93-11 $
(Business Office Park)
(ii) Project 93-12
(Lime Road and Center
Road)
(iii) project 93-13
(Forest Oaks sewer,
water and paving)
TOTAL:
$1,007,999.95
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 475.61,
Subdivision 1.
17. Tax Levv: Coveraqe 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
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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 Year of Tax
Levv Collection Amount
1993 1994 $
1994 1995
1995 1996
1996 1997
1997 1998
1998 1999
1999 2000
2000 2001
2001 2002
2002 2003
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.
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
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qualified by law as an escrow agent for this purpose, cash or
securities described in Minnesota statutes, Section 475.67,
Subdivision 8, bearing interest payable at such times and at such
rates and maturing on such dates as shall be required, subject to
sale and/or reinvestment, to pay all amounts to become due
thereon to maturity or, if notice of redemption as herein
required has been duly provided for, to such earlier redemption
date.
19. Compliance with Reimbursement Bond Requlations.
The provisions of this paragraph are intended to establish and
provide for the City's compliance with united states Treasury
Regulations section 1.103-18 (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 (an "Expenditure").
The City hereby certifies and/or covenants as follows:
(a) On or before the date of payment of each Expenditure,
the City (or person designated to do so on behalf of
the City) made or will have made a written declaration
of the City's official intent (a "DeClaration") which
effectively (i) states the City's intention and
reasonable expectation to reimburse itself for the
payment of the 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/or
identifies a specific fund or account of the City and
the general functional purpose thereof from which the
Expenditure was to be paid (collectively the
"Project"); (iii) states the maximum principal amount
of debt expected to be issued by the City for the
purpose of financing the Project; and (iv) states
specifically that the Declaration is a declaration of
official intent under Treasury Regulations Section
1.103-18; provided, however, that no such Declaration
shall necessarily have been made with respect to
"preliminary expenditures" for the Project, defined in
the Reimbursement Regulations to include engineering or
architectural expenses and similar prefatory expenses,
which in the aggregate do not exceed 20% of the "issue
price" of the Bonds. Notwithstanding the foregoing,
with respect to Expenditures made by the City prior to
March 2, 1992, the city hereby represents that there
exists objective evidence, within the meaning of the
Reimbursement Regulations, that at the time the
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Expenditure was paid the City expected to reimburse the
cost thereof with the proceeds of a borrowing.
(b) As of the date of each Declaration, there were not and
were not thereafter expected to become available
sources of City funds which were or were expected to be
dedicated or otherwise available on a long-term basis
to provide financing for the Expenditure or Project.
(c) Each Declaration was made a part of the publicly
available official books, records or proceedings of the
City and was continuously available for inspection by
the general public at city Hall during regular City
hours beginning not later than 30 days after the making
of the Declaration and continuing through the date of
issuance of the Bonds, as required by the Reimbursement
Regulations.
(d) Each Expenditure, other than the costs of issuing the
Bonds, is a capital expenditure, that is, a cost of a
type that is properly chargeable to a capital account
(or would be with a proper election) under general
federal income tax principles.
(e) The "reimbursement allocation" described in the
Reimbursement Regulations for each 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 one
year after payment of the Expenditure or one year after
the date on which the Project to which the Expenditure
relates is first placed in service.
(f) Each such reimbursement allocation will be evidenced by
an entry on the official books or records of the City
maintained for and in connection with the Bonds and
will specifically identify the actual prior Expenditure
or Project or, in the case of the reimbursement of a
particular fund or account described in the applicable
Declaration, the fund or account from which the
Expenditure was paid.
(g) The City is unaware of any facts or circumstances which
would cause it to question the reasonability or
accuracy of the content of this paragraph or of any of
the Declarations, or its compliance with any of the
covenants herein or therein, including without
limitation the City's failure to issue qualifying
reimbursement bonds for costs for which it has made
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declarations of official intent, absent extraordinary
and unforeseeable circumstances of the kind described
in the Reimbursement Regulations.
20. General Obliqation 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.
21. certificate of Reqistration. The Manager is
hereby directed to file a certified copy of this resolution with
the County Auditor of Scott 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.
22. 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.
23. Neqative Covenant as to Use of Proceeds and
Imorovements. 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.
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24. Tax-ExemDt 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(f) (4) (D) of the Code.
25. Designation of Qualified Tax-ExemDt Obliqations.
In order to qualify the Bonds as "qualified tax-exempt
obligations" within the meaning of section 265(b) (3) of the Code,
the City hereby makes the following factual statements and
representations:
(a) the Bonds are issued after August 7, 1986:
(b) the Bonds are not "private activity bonds" as
defined in Section 141 of the Code;
(c) the City hereby designates the Bonds as
"qualified tax-exempt obligations" for purposes of
section 265(b) (3) of the Code;
(d) the reasonably anticipated amount of
tax-exempt obligations (other than private activity
bonds, treating qualified 501(c) (3) bonds as not being
private activity bonds) which will be issued by the
City (and all entities treated as one issuer with the
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City, and all subordinate entities whose obligations
are treated as issued by the city) during this calendar
year 1993 will not exceed $10,000,000; and
(e) not more than $10,000,000 of obligations
issued by the City during this calendar year 1993 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.
26. Severability. If any section, paragraph or
prov1s1on 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.
27. Headinqs. 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.
The motion for the adoption of
was duly seconded by member
discussion thereof and upon a vote
following voted in favor thereof:
the foregoing resolution
and, after a full
being taken thereon, the
and the following voted against the same:
Whereupon said resolution was declared duly passed and
adopted.
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STATE OF MINNESOTA
COUNTY OF SCOTT
CITY OF PRIOR LAKE
I, the undersigned, being the duly qualified and acting
Manager of the City of Prior Lake, Minnesota, DO HEREBY CERTIFY
that I have compared the attached and foregoing extract of
minutes with the original thereof on file in my office, and that
the same is a full, true and complete transcript of the minutes
of a meeting of the city Council of said City, duly called and
held on the date therein indicated, insofar as such minutes
relate to considering bids for, and awarding the sale of,
$3,000,000 General Obligation Improvement Bonds of 1993 of said
City.
WITNESS my hand and the seal of said City this 21st day
of June, 1993.
Manager
(SEAL)
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