92-040 - 06-02 Authorize $300,000 Equipment Indebtedness Series 1992BResolution 92-40
June 2, 1992
Member Thompson introduced the following resolution and moved its adoption:
RESOLUTION AUTHORIZING ISSUANCE, AWARDING SALE,
PRESCRIBING THE FORM AND DETAILS AND PROVIDING FOR
THE PAYMENT OF $300,000 GENERAL OBLIGATION EQUIPMENT
CERTIFICATES OF INDEBTEDNESS, SERIES 1992B
BE IT RESOLVED by the City Council of the City of Golden Valley, Minnesota
(the Issuer), as follows:
Section 1. Authorization and Sale.
(a) This Council, by its Resolution No. 92-34 adopted May 5, 1992,
authorized the issuance and sale of $300,000 General Obligation Equipment
Certificates of Indebtedness, Series 1992B (the Obligations) of the Issuer to
finance the costs of acquiring certain items of capital equipment as described
in Resolution No. 92-34.
(b) Sealed bids presented in conformity with the Terms of Proposal have
been received and considered in accordance with Resolution No. 92-34. The most
favorable bid received is that of Dougherty, Dawkins, Strand & Bigelow,
Incorporated of Minneapolis, Minnesota and associates (the Purchaser), to
purchase the Obligations at a price of $298,485 plus accrued interest on all
Bonds to the day of delivery and payment, on the further terms and conditions
hereinafter set forth.
(c) The sale of the Obligations is hereby awarded to the Purchaser and the
Mayor and City Manager are hereby authorized and directed to execute a contract
on behalf of the Issuer for the sale of the Obligations in accordance with the
terms of the bid. The good faith deposit of the Purchaser shall be retained by
the Issuer until the Obligations have been delivered, and shall be deducted from
the purchase price paid at settlement.
Section 2. Bond Terms; Registration; Execution and Delivery.
2.01. Issuance of Obligations. All acts, conditions and things which are
required by the Constitution and laws of the State of Minnesota to be done, to
exist, to happen and to be performed precedent to and in the valid issuance of
the Obligations having been done, now existing, having happened and having been
performed, it is now necessary for the City Council to establish the form and
terms of the Obligations, to provide security therefor and to issue the
Obligations forthwith.
2.02. Maturities; Interest Rates; Denominations and Payment. The
Obligations shall be originally dated as of July 1, 1992, shall be in denomina-
tions of $5,000 or any integral multiple thereof, of single maturities, shall
mature on February 1 in the years and amounts stated below, without option of
prior payment, and shall bear interest from date of issue until paid at the
annual rates set forth opposite such years and amounts, as follows:
Resolution 92-40 - Continued
June 2, 1992
(c) Exchange of Obligations. Whenever any Obligations are surrendered by
the registered owner for exchange the Registrar shall authenticate and deliver
one or more new Obligations of a like aggregate principal amount and maturity,
as requested by the registered owner or the owner's attorney in writing.
(d) Cancellation. All Obligations surrendered upon any transfer or
exchange shall be promptly cancelled by the Registrar and thereafter disposed of
as directed by the Issuer.
(e) Improper or Unauthorized Transfer. When any Obligation is presented
to the Registrar for transfer, the Registrar may refuse to transfer the same
until it is satisfied that the endorsement on such Obligation or separate
instrument of transfer is valid and genuine and that the requested transfer is
legally authorized. The Registrar shall incur no liability for the refusal, in
good faith, to make transfers which it, in its judgment, deems improper or
unauthorized.
(f) Persons Deemed Owners. The Issuer and the Registrar may treat the
person in whose name any Obligation is at any time registered in the bond
register as the absolute owner of the Obligation, whether the Obligation shall
be overdue or not, for the purpose of receiving payment of or on account of, the
principal of and interest on the Obligation and for all other purposes; and all
payments made to any registered owner or upon the owner's order shall be valid
and effectual to satisfy and discharge the liability upon Obligation to the
extent of the sum or sums so paid.
(g) Taxes, Fees and Charges. For every transfer or exchange of
Obligations (except for an exchange upon a partial redemption of an Obligation),
the Registrar may impose a charge upon the owner thereof sufficient to reimburse
the Registrar for any tax, fee or other governmental charge required to be paid
with respect to such transfer or exchange.
(h) Mutilated, Lost, Stolen or Destroyed Obligations. In case any
Obligation shall become mutilated or be destroyed, stolen or lost, the Registrar
shall deliver a new Obligation of like amount, number, maturity date and tenor
in exchange and substitution for and upon cancellation of any such mutilated
Obligation or in lieu of and in substitution for any Obligation destroyed, sto-
len or lost, upon the payment of the reasonable expenses and charges of the
Registrar in connection therewith; and, in the case of a Obligation destroyed,
stolen or lost, upon filing with the Registrar of evidence satisfactory to it
that the Obligation was destroyed, stolen or lost, and of the ownership thereof,
and upon furnishing to the Registrar of an appropriate bond or indemnity in
form, substance and amount satisfactory to it, in which both the Issuer and the
Registrar shall be named as obligees. All Obligations so surrendered to the
Registrar shall be cancelled by it and evidence of such cancellation shall be
given to the Issuer. If the mutilated, destroyed, stolen or lost Obligation has
already matured or been called for redemption in accordance with its terms it
shall not be necessary to issue a new Obligation prior to payment.
(i) Authenticating Agent. The Registrar is hereby designated authen-
ticating agent for the Obligations, within the meaning of Minnesota Statutes,
Section 475.55, Subdivision 1, as amended.
Resolution 92-40 - Continued June 2, 1992
2.07. Execution, Authentication and Delivery. The Obligations shall be
prepared under the direction of the Clerk and shall be executed on behalf of the
Issuer by the signatures of the Mayor and the City Manager, provided that the
signatures may be printed, engraved or lithographed facsimiles of the originals.
In case any officer whose signature or a facsimile of whose signature shall
appear on the Obligations shall cease to be such officer before the delivery of
any Obligation, such signature or facsimile shall nevertheless be valid and suf-
ficient for all purposes, the same as if he had remained in office until deli-
very. Notwithstanding such execution, no Obligation shall be valid or
obligatory for any purpose or entitled to any security or benefit under this
Resolution unless and until a certificate of authentication on the Obligation
has been duly executed by the manual signature of an authorized representative
of the Registrar. Certificates of authentication on different Obligations need
not be signed by the same representative. The executed certificate of authen-
tication on each Obligation shall be conclusive evidence that it has been
authenticated and delivered under this Resolution. When the Obligations have
been prepared, executed and authenticated, the Finance Director shall deliver
them to the Purchaser upon payment of the purchase price in accordance with the
contract of sale heretofore executed, and the Purchaser shall not be obligated
to see to the application of the purchase price.
2.08. Form of Obligations. The Obligations shall be prepared in substan-
tially the following form:
[Face of the Obligations]
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF GOLDEN VALLEY
GENERAL OBLIGATION EQUIPMENT CERTIFICATE OF INDEBTEDNESS,
SERIES 1992B
Interest Rate Maturity Date Date of Original Issue CUSIP
July 1, 1992
REGISTERED OWNER:
PRINCIPAL AMOUNT:
FOR VALUE RECEIVED, the City of Golden Valley, County of Hennepin,
Minnesota (the Issuer), acknowledges itself to be indebted and for value
received hereby promises to pay to the registered owner specified above, or
registered assigns, the principal sum specified above on the maturity date spe-
cified above, without option of prior payment, and to pay interest thereon from
the date hereof at the annual rate specified above, payable on February 1 and
August 1 in each year, commencing August 1, 1993, to the person in whose name
this Obligation is registered at the close of business on the fifteenth day
(whether or not a business day) of the immediately preceding month. The
interest hereon and, upon presentation and surrender hereof, the principal
hereof are payable in lawful money of the United States of America by check or
draft by , in
, as Registrar and
Resolution 92-40 - Continued
June 2, 1992
Paying Agent (the Registrar), or its designated successor under the Resolution
described herein. For the prompt and full payment of such principal and
interest as the same respectively become due, the full faith, credit and taxing
powers of the Issuer have been and are hereby irrevocably pledged.
Additional provisions of this Obligation are contained on the reverse
hereof and such provisions shall for all purposes have the same effect as though
fully set forth hereon.
This Obligation shall not be valid or become obligatory for any purpose or
be entitled to any security or benefit under the Resolution until the
Certificate of Authentication hereon shall have been executed by the Registrar
by manual signature of one of its authorized representatives.
IN WITNESS WHEREOF, the City of Golden Valley, County of Hennepin,
Minnesota, by its City Council, has caused this Obligation to be executed on its
behalf by the printed facsimile signatures of its Mayor and City Manager, and
has caused this Obligation to be dated as of the date set forth below.
Date of Authentication:
CITY OF GOLDEN VALLEY, MINNESOTA
(facsimile signature) (facsimile signature)
City Manager Mayor
CERTIFICATE OF AUTHENTICATION
This is one of the Obligations delivered pursuant to the Resolution men-
tioned within.
By
as Registrar
Authorized Representative
[Reverse of the Obligations]
This Obligation is one of an issue in the aggregate principal amount of
$300,000, all of like date and tenor, except as to maturity date, interest rate
and denomination issued pursuant to a resolution adopted by the City Council on
June 2, 1992 (the Resolution), to finance the costs of acquisition of capital
equipment, and is issued pursuant to and in full conformity with the
Constitution and laws of the State of Minnesota thereunto enabling, including
Minnesota Statutes, Section 412.301 and Chapter 475. The Obligations are
issuable only in fully registered form, in denominations of $5,000 or any
integral multiple thereof, of single maturities.
As provided in the Resolution and subject to certain limitations set forth
therein, this Obligation is transferable upon the books of the Issuer at the
principal office of the Registrar, by the registered owner hereof in person or
by the owner's attorney duly authorized in writing upon surrender hereof
Resolution 92-40 - Continued June 2, 1992
together with a written instrument of transfer satisfactory to the Registrar,
duly executed by the registered owner or the owner's attorney, and may also be
surrendered in exchange for Obligations of other authorized denominations. Upon
such transfer or exchange the Issuer will cause a new Obligation or Obligations
to be issued in the name of the transferee or registered owner, of the same
aggregate principal amount, bearing interest at the same rate and maturing on
the same date, subject to reimbursement for any tax, fee or governmental charge
required to be paid with respect to such transfer or exchange.
The Obligations have been designated as "qualified tax-exempt obligations"
pursuant to Section 265(b)(3) of the Internal Revenue Code of 1986.
The Issuer and the Registrar may deem and treat the person in whose name
this Obligation is registered as the absolute owner hereof, whether this
Obligation is overdue or not, for the purpose of receiving payment and for all
other purposes, and neither the Issuer nor the Registrar shall be affected by
any notice to the contrary.
IT IS HEREBY CERTIFIED, RECITED, COVENANTED AND AGREED that all acts,
conditions and things required by the Constitution and laws of the State of
Minnesota to be done, to exist, to happen and to be performed preliminary to and
in the issuance of this Obligation in order to make it a valid and binding
general obligation of the Issuer in accordance with its terms, have been done,
do exist, have happened and have been performed as so required; that, prior to
the issuance hereof, the City Council has levied ad valorem taxes on all taxable
property in the Issuer, which taxes will be collectible for the years and in
amounts sufficient to produce sums not less than five percent in excess of the
principal of and interest on the Obligations when due, and has appropriated such
taxes to its Series 1992B Equipment Certificate Sinking Fund for the payment of
such principal and interest; that if necessary for payment of such principal and
interest, additional ad valorem taxes are required to be levied upon all taxable
property in the Issuer, without limitation as to rate or amount; and that the
issuance of this Obligation, together with all other indebtedness of the Issuer
outstanding on the date hereof and on the date of its actual issuance and deli-
very, does not cause the indebtedness of the Issuer to exceed any constitutional
or statutory limitation of indebtedness.
Form of certificate to be printed on the reverse side of each Obligation,
following a full copy of the legal opinion:
We certify that the above is a full, true and correct copy of the legal
opinion rendered by Bond Counsel on the issue of Obligations of the City of
Golden Valley, County of Hennepin, Minnesota, which includes the within
Obligation, dated as of the date of original delivery of and payment for the
Obligations.
(facsimile signature) _ (facsimile signature)
City Manager Mayor
Resolution 92-40 - Continued
June 2, 1992
The following abbreviations, when used in the inscription on the face of
this Obligation, shall be construed as though they were written out in full
according to applicable laws or regulations:
TEN COM - as tenants UTMA as Custodian for
in common under Uniform Transfers to Minors Act.. State
TEN ENT - as tenants
by entireties
JT TEN - as joint tenants with right of survivorship and not as tenants in
common
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 Obligation and all rights thereunder,
and does hereby irrevocably constitute and appoint
attorney to transfer the said Obligation on the books kept for registration of
the within Obligation, 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 Obligation in every
particular, without alteration or
enlargement or any change whatsoever.
Signature Guaranteed:
Signature(s) must be guaranteed by a commercial bank or trust company or by a
brokerage firm having a membership in one of the major stock exchanges.
PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER OF ASSIGNEE :
Section 3. Series 1992B Equipment Certificate Sinking Fund. So long as
any of the Obligations are outstanding and any principal of or interest thereon
unpaid, the Finance Director shall maintain a separate debt service fund on the
official books and records of the Issuer to be known as the Series 1992B
Equipment Certificate Sinking Fund (the Sinking Fund), and the principal of and
interest on the Obligations shall be payable from the Sinking Fund. The Issuer
irrevocably appropriates to the Sinking Fund (a) any amount in excess of
$298,050 received from the Purchaser; (b) all taxes levied and collected in
accordance with this Resolution; and (c) all other moneys as shall be
appropriated by the City Council to the Sinking Fund from time to time. If the
balance in the Sinking Fund is at any time insufficient to pay all interest and
principal then due on all Obligations payable therefrom, the payment shall be
made from any fund of the Issuer which is available for that purpose, subject to
reimbursement from the Sinking Fund when the balance therein is sufficient, and
Resolution 92-40 - Continued
June 2, 1992
the City Council covenants and agrees that it will each year levy a sufficient
amount of ad valorem taxes to take care of any accumulated or anticipated defi-
ciency, which levy is not subject to any constitutional or statutory limitation.
Section 4. Pledge of Taxing Powers. For the prompt and full payment of
the principal of and interest on the Obligations as such payments respectively
become due, the full faith, credit and unlimited taxing powers of the Issuer
shall be and are hereby irrevocably pledged. In order to produce aggregate
amounts not less than 5% in excess of the amount needed to meet when due the
principal and interest payments on the Obligations, ad valorem taxes are hereby
levied on all taxable property in the Issuer. The taxes are to be levied and
collected in the following years and amounts:
Levy
Collection
Year
Year
Amount
1992
1993
$125,449
1993
1994
113,925
1994
1995
109,620
The taxes shall be irrepealable as long as any of the Obligations are
outstanding and unpaid, provided that the Issuer reserves the right and power
to reduce the tax levies in accordance with the provisions of Minnesota
Statutes, Section 475.61.
Section 5. Defeasance. When all of the Obligations have been discharged
as provided in this section, all pledges, covenants and other rights granted by
this Resolution to the holders of the Obligations shall cease. The Issuer may
discharge its obligations with respect to any Obligations which are due on any
date by depositing with the Registrar on or before that date a sum sufficient
for the payment thereof in full; or, if any Obligation 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 from the due
date to the date of such deposit. The Issuer may also at any time discharge its
obligations with respect to any Obligations, subject to the provisions of law
now or hereafter authorizing and regulating such action, by depositing irrevo-
cably in escrow, with a bank qualified by law as an escrow agent for this pur-
pose, cash or securities which are authorized by law to be so deposited,
bearing interest payable at such time and at such rates and maturing or
callable at the holder's option on such dates as shall be required to pay all
principal and interest to become due thereon to maturity.
Section 6. Registration of Obligations. The Clerk is hereby authorized
and directed to file a certified copy of this Resolution with the County Auditor
of Hennepin County, together with such additional information as the Auditor may
require, and to obtain from the Auditor a certificate that the Obligations have
been duly entered upon the Auditor's bond register and the taxes required by law
for the payment of the Obligations have been levied.
Section 7. Authentication of Transcript. The officers of the Issuer and
the Auditor are hereby authorized and directed to prepare and furnish to the
Purchaser and to Dorsey & Whitney, Bond Counsel, certified copies of all pro-
ceedings and records relating to the Obligations and such other affidavits, cer-
tificates and information as may be required to show the facts relating to the
Resolution 92-40 - Continued June 2, 1992
legality and marketability of the Obligations, as the same appear from the books
and records in their custody and control or as otherwise known to them, and all
such certified copies, affidavits and certificates, including any heretofore
furnished, shall be deemed representations of the Issuer as to the correctness
of all statements contained therein.
Section 8. Official Statement. The Official Statement relating to the
Obligations, dated May 19, 1992, prepared and delivered on behalf of the Issuer
by Springsted Incorporated, is hereby approved, and the officers of the Issuer
are hereby authorized and directed to execute such certificates as may be
appropriate concerning the accuracy, completeness and sufficiency thereof.
Section 9. Tax Covenant; Arbitrage Certificate. The Issuer covenants and
agrees with the registered owners from time to time of the Obligations herein
authorized, that it will not take, or permit to be taken by any of its officers,
employees or agents, any action which would cause the interest payable on the
Obligations to become subject to taxation under the Internal Revenue Code of
1986 (the Code) and regulations issued thereunder, in effect at the time of such
action, and that it will take, or it will cause its officers, employees or
agents to take, all affirmative actions within its powers which may be necessary
to insure that such interest will not become subject to taxation under the Code
and applicable Treasury Regulations, as presently existing or as hereafter
amended and made applicable to the Obligations.
The Mayor and City Manager being the officers of the Issuer charged with
the responsibility for issuing the Obligations pursuant to this Resolution, are
authorized and directed to execute and deliver to the Purchaser a certificate in
accordance with the provisions of Section 148 of the Code, and applicable
Treasury Regulations, stating that on the basis of facts, estimates and circum-
stances in existence on the date of issue and delivery of the Obligations, it
is reasonably expected that the proceeds of the Obligations will not be used in
a manner that would cause the Obligations to be arbitrage bonds within the
meaning of the Code and applicable Treasury Regulations.
Section 10. Arbitrage Rebate Exemption. It is hereby found that the
Issuer has general taxing powers, that the Obligations are not "private activity
bonds" within the meaning of Section 141 of the Code, that 95% or more of the
net proceeds of the Obligations are to be used for local governmental activities
of the Issuer, and that the aggregate face amount of all tax-exempt obligations
(other than private activity bonds) issued by the Issuer and all subordinate
entities thereof during the year 1992 is not reasonably expected to exceed
$5,000,000. Therefore, pursuant to the provisions of Section 148(f)(4)(D) of
the Code, the Issuer shall not be required to comply with the arbitrage rebate
requirements of paragraphs (2) and (3) of Section 148(f) of the Code.
Section 11. Qualified Tax -Exempt Obligations. The City Council hereby
designates the Obligations as "qualified tax-exempt obligations" for purposes of
Section 265(b)(3) of the Code relating to the disallowance of interest expense
for financial institutions, and hereby finds that the reasonably anticipated
amount of qualified tax-exempt obligations (within the meaning of Section
265(b)(3) of the Code) which will be issued by the Issuer and all subordinate
entities during calendar year 1992 does not exceed $10,000,000.
Resolution 92-40 - Continued
Attest:
Shirley J is n, City Clerk
June 2, 1992
The motion for the adoption of the foregoing resolution was seconded by Member
Stockman, and upon a vote being taken thereon, the following voted in favor
thereof: Bakken, Johnson, Stockman and Thompson; the following was absent:
Russell; and the following voted against the same: none; whereupon said resolu-
tion was declared duly passed and adopted, signed by the Mayor and his signature
attested by the City Clerk.