94-44 - 05-03 Issue Sale $2,250,000 Taxable General Obligation Bonds Series 1994BResolution 94-44
May 3, 1994
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 $2,250,000
TAXABLE GENERAL OBLIGATION TAX INCREMENT REFUNDING BONDS, SERIES 1994B
BE IT RESOLVED by the City Council of the City of Golden Valley,
Minnesota (the Issuer), as follows:
Section 1. Authorization and Sale.
1.01. Authorization. By Resolution No. 94-18 duly adopted on March 22,
1994, this Council authorized the sale of its Taxable General Obligation Tax
Increment Refunding Bonds, Series 1994B in the principal amount of $2,250,000
(the Bonds), the proceeds of which would be used, together with any additional
funds of the Issuer which might be required, to refund on June 15, 1994, the
October 1, 1994 maturity, aggregating $2,250,000 in principal amount, of the
Issuer's outstanding General Obligation Temporary Tax Increment Bonds, Series
1991C, dated October 1, 1991 (the Refunded Bonds).
1.02. Sale. Bids have been received in accordance with Resolution No.
94-18 and the Terms of Proposal and the Council has publicly considered all
sealed bids presented in conformity with the Terms of Proposal. The most
favorable of such bids is ascertained to be that of Dain Bosworth Incorporated
of Minneapolis, Minnesota, and associates (the Purchaser), to purchase the Bonds
at a price of $2,241,247.50 plus accrued interest on all Bonds to the day of
delivery and payment, on the further terms and conditions hereinafter set forth.
1.03. Award. The sale of the Bonds 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 Bonds in accordance with
the terms of the bid. The good faith deposit of the Purchaser shall be retained
and deposited by the Issuer until the Bonds 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 Bonds. 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 Bonds having been done, existing, having happened and having been performed,
it is now necessary for the City Council to establish the form and terms of the
Bonds, to provide security therefor and to issue the Bonds forthwith.
2.02. Maturities; Interest Rates; Denominations and Payment. The Bonds
shall be originally dated as of June 1, 1994, shall be in the denomination of
$5,000 each, or any integral multiple thereof, shall mature on February 1 in the
respective years and amounts stated below, and shall bear interest from date of
issue until paid at the respective annual rates set forth opposite such years
and amounts, as follows:
Resolution 94-44
- Continued
May 3, 1994
Year
Amount
Rate
1995
$365,000
5.15%
1996
340,000
5.95
1997
355,000
6.40
1998
375,000
6.70
1999
395,000
7.00
2000
420,000
7.10
The Bonds shall be issuable only in fully registered form. The interest thereon
and, upon surrender of each Bond at the principal office of the Registrar
described herein, the principal amount thereof shall be payable by check or
draft issued by the Registrar described herein.
2.03. Dates and Interest Payment Dates. Interest on the Bonds shall be
payable on February 1 and August 1 in each year, commencing February 1, 1995 to
the owner of record thereof as of the close of business on the fifteenth day of
the immediately preceding month, whether or not such day is a business day.
2.04. Redemption. The Bonds shall not be subject to redemption and
pre -payment prior to their stated maturity dates.
2.05. Appointment of Initial Registrar. The Issuer hereby appoints
First Trust National Association, in St. Paul, Minnesota, as the initial bond
registrar, transfer agent and paying agent (the Registrar). The Mayor and
Manager are authorized to execute and deliver, on behalf of the Issuer, a
contract with the Registrar. Upon merger or consolidation of the Registrar with
another corporation, if the resulting corporation is a bank or trust company
authorized by law to conduct such business, such corporation shall be authorized
to act as successor Registrar. The Issuer agrees to pay the reasonable and
customary charges of the Registrar for the services performed. The Issuer
reserves the right to remove the Registrar upon thirty days' notice and upon the
appointment of a successor Registrar, in which event the predecessor Registrar
shall deliver all cash and Bonds in its possession to the successor Registrar
and shall deliver the bond register to the successor Registrar.
2.06. Registration. The effect of registration and the rights and
duties of the Issuer and the Registrar with respect thereto shall be as follows:
(a) Register. The Registrar shall keep at its principal cor-
porate trust office a bond register in which the Registrar shall provide for the
registration of ownership of Bonds and the registration of transfers and
exchanges of Bonds entitled to be registered, transferred or exchanged.
(b) Transfer of Bonds. Upon surrender for transfer of any Bond
duly endorsed by the registered owner thereof or accompanied by a written
instrument of transfer, in form satisfactory to the Registrar, duly executed by
the registered owner thereof or by an attorney duly authorized by the registered
owner in writing, the Registrar shall authenticate and deliver, in the name of
the designated transferee or transferees, one or more new Bonds of a like aggre-
gate principal amount and maturity, as requested by the transferor. The
Registrar may, however, close the books for registration of any transfer after
the fifteenth day of the month preceding each interest payment date and until
such interest payment date.
Resolution 94-44 - Continued
May 3, 1994
(c) Exchange of Bonds. Whenever any Bonds are surrendered by
the registered owner for exchange the Registrar shall authenticate and deliver
one or more new Bonds of a like aggregate principal amount and maturity, as
requested by the registered owner or the owner's attorney in writing.
(d) Cancellation. All Bonds 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 Bond is pre-
sented to the Registrar for transfer, the Registrar may refuse to transfer the
same until it is satisfied that the endorsement on such Bond or separate instru-
ment 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 Bond is at any time registered in the bond
register as the absolute owner of the Bond, whether the Bond shall be overdue or
not, for the purpose of receiving payment of or on account of, the principal of
and interest on the Bond 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 Bond to the extent of the sum or sums
so paid.
(g) Taxes, Fees and Charges. For every transfer or exchange of
Bonds (except for an exchange upon a partial redemption of a Bond), 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 Bonds. In case any
Bond shall become mutilated or be destroyed, stolen or lost, the Registrar shall
deliver a new Bond of like amount, number, maturity date and tenor in exchange
and substitution for and upon cancellation of any such mutilated Bond or in
lieu of and in substitution for any Bond destroyed, stolen or lost, upon the
payment of the reasonable expenses and charges of the Registrar in connection
therewith; and, in the case of a Bond destroyed, stolen or lost, upon filing
with the Registrar of evidence satisfactory to it that the Bond 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 Bonds so surrendered to the Registrar shall be cancelled by it
and evidence of such cancellation shall be given to the Issuer. If the muti-
lated, destroyed, stolen or lost Bond has already matured or been called for
redemption in accordance with its terms it shall not be necessary to issue a new
Bond prior to payment.
(i) Authenticating Agent. The Registrar is hereby designated
authenticating agent for the Bonds, within the meaning of Minnesota Statutes,
Section 475.55, Subdivision 1, as amended.
Resolution 94-44 - Continued May 3, 1994
2.07. Execution, Authentication and Delivery. The Bonds shall be pre-
pared 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 Bonds shall cease to be such officer before the delivery of any
Bond, such signature or facsimile shall nevertheless be valid and sufficient for
all purposes, the same as if he had remained in office until delivery.
Notwithstanding such execution, no Bond 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 Bond has been duly executed by the
manual signature of an authorized representative of the Registrar. Certificates
of authentication on different Bonds need not be signed by the same represen-
tative. The executed certificate of authentication on each Bond shall be
conclusive evidence that it has been authenticated and delivered under this
Resolution. When the Bonds 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 Bonds. The Bonds shall be printed in substantially the
following form:
[Face of the Bonds]
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF GOLDEN VALLEY
TAXABLE GENERAL OBLIGATION TAX INCREMENT REFUNDING BOND, SERIES 1994B
Rate Maturity Date of Original Issue CUSIP
June 1, 1994
REGISTERED OWNER:
PRINCIPAL AMOUNT:
THE CITY OF GOLDEN VALLEY, COUNTY OF HENNEPIN, MINNESOTA (the Issuer),
acknowledges itself to be indebted and hereby promises to pay to the registered
owner named above, or registered assigns, the principal sum specified above on
the maturity date specified above, without option of prior payment, with
interest thereon from the date hereof at the annual rate specified above,
payable on February 1 and August 1 in each year, commencing February 1, 1995 to
the person in whose name this Bond 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
check or draft by as Bond
Registrar, Transfer Agent and 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 and credit and taxing powers of the Issuer have been and are hereby
irrevocably pledged.
Resolution 94-44 - Continued May 3, 1994
Additional provisions of this Bond are contained on the reverse hereof and such
provisions shall for all purposes have the same effect as though fully set forth
hereon.
This Bond 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 signa-
ture of one of its authorized representatives.
IN WITNESS WHEREOF, the Issuer,
Bond to be executed on its behalf by the
City Manager and has caused this Bond to
below.
Dated:
by its City Council, has caused this
facsimile signatures of the Mayor and
be dated as of the date set forth
CITY OF GOLDEN VALLEY, MINNESOTA
(Facsimile Signature City Manager) (Facsimile Signature Mayor)
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
, as Registrar
By
Authorized Representative
[Reverse of the Bonds]
This Bond is one of an issue in the aggregate principal amount of $2,250,000,
issued pursuant to a resolution adopted by the City Council on May 3, 1994 (the
Resolution), to refund the Issuer's outstanding General Obligation Temporary Tax
Increment Bonds, Series 1991C, and is issued pursuant to and in full conformity
with the Constitution and laws of the State of Minnesota thereunto enabling,
including Minnesota Statutes, Chapters 469 and 475. The Bonds 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 Bond 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 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 Bonds of other authorized denominations. Upon such transfer or
exchange the Issuer will cause a new Bond or Bonds 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 Issuer and the Registrar may deem and treat the person in whose name this
Bond is registered as the absolute owner hereof, whether this Bond 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.
Resolution 94-44 - Continued May 3, 1994
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 Bond 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 the Issuer has
established its Taxable General Obligation Tax Increment Refunding Bonds, Series
1994B Bond Fund and has appropriated thereto certain ad valorem tax increments
to be received by the Issuer pursuant to an agreement with the Housing and
Redevelopment Authority of the Issuer from the Valley Square Redevelopment
Project within the Issuer, which tax increments are estimated to be receivable
in years and amounts not less than five percent in excess of the amounts
required to pay the principal of and interest on the Bonds when due; that if
necessary for payment of such principal and interest, ad valorem taxes are
required to be levied upon all taxable property in the Issuer, without limita-
tion as to rate or amount; and that the issuance of this Bond, together with all
other indebtedness of the Issuer outstanding on the date hereof and on the date
of its actual issuance and delivery, 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 Bond, 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 Bonds of the City of Golden Valley,
County of Hennepin, Minnesota, which includes the within Bond, dated as of the
date of original delivery of and payment for the Bonds.
(Facsimile Signature City Manager )
(Facsimile Signature Mayor)
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
the applicable laws or regulations:
TEN COM -- as tenants UTMA........... .................as Custodian
in common (Cust)
for... ............... under Uniform Transfers
(Minor)
TEN ENT -- as tenants to Minors Act ...... (State)
by the entireties
JT TEN -- as joint tenants with right of survivorship and not as tenants in
common
Additional abbreviations may also be used.
Resolution 94-44 - Continued May 3, 1994
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto the
within Bond and all rights thereunder, and hereby irrevocably constitutes and
appoints attorney to transfer the within Bond on the books kept for registration
thereof, with full power of substitution in the premises.
Dated:
NOTICE: The 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 enlargement or
any change whatsoever.
PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER OF ASSIGNEE:
Signature Guaranteed:
Signature(s) must be guaranteed by an "eligible guarantor institution" meeting
the requirements of the Bond Registrar, which requirements include membership or
participation in STAMP or such other "signature guaranty program" as may be
determined by the Bond Registrar in addition to or in substitution for STAMP,
all in accordance with the Securities Exchange Act of 1934, as amended.
Section 3. Use of Proceeds. Upon payment for the Bonds by the
Purchaser, the Finance Director shall deposit proceeds of the Bonds aggregating
$2,233,125 in the sinking fund established for the Refunded Bonds to be applied
to their redemption and prepayment on June 15, 1994.
Section 4. Taxable General Obligation Tax Increment Refunding Bonds,
Series 1 994B Bond Fund. The Bonds shall be payable from a separate and special
Taxable General Obligation Tax Increment Refunding Bonds, Series 1994B Bond Fund
(the Bond Fund) of the Issuer, which Bond Fund the Issuer agrees to maintain
until the Bonds have been paid in full. If the money in the Bond Fund should at
any time be insufficient to pay principal and interest due on the Bonds, such
amounts shall be paid from other moneys on hand in other funds of the Issuer,
which other funds shall be reimbursed therefor when sufficient money becomes
available in the Bond Fund. The moneys on hand in the Bond Fund from time to
time shall be used only to pay the principal of and interest on the Bonds. Into
the Bond Fund shall be paid: (a) all amounts in excess of $2,233,125 received
from the Purchaser; (b) the ad valorem tax increments described in Section 5 to
be received from the Housing and Redevelopment Authority of the Issuer (the
HRA); (c) any ad valorem taxes received pursuant to Section 6; and (d) any other
funds appropriated by the Council to the Bond Fund. The moneys on hand in the
Bond Fund from time to time shall be used solely to pay the principal of and
interest on the Bonds.
Section 5. Pledge of Tax Increments. Pursuant to Minnesota Statutes,
Section 469.178, subd. 2, the Issuer will enter into an agreement with the HRA
whereby the HRA will pay to the Issuer from tax increments generated by the
Valley Square Redevelopment Project Area tax increments sufficient, with any
other funds appropriated by the Issuer to the Bond Fund, for the payment of the
principal of and interest on the Bonds when due. Payments received by the
Issuer pursuant to the agreement will be deposited into the Bond Fund.
Resolution 94-44 - Continued May 3, 1994
Section 6. Pledge of Taxing Powers. For the prompt and full payment of
the principal of and interest on the Bonds as such payments respectively become
due, the full faith, credit and unlimited taxing powers of the Issuer shall be
and are hereby irrevocably pledged. It is hereby determined that the receipts
of tax increments pursuant to the agreement described in Section 5 hereof will
produce amounts not less than 5%, in excess of the amounts needed to meet when
due the principal and interest payments on the Bonds, and therefore no ad
valorem taxes are required to be levied at this time.
Section 7. Defeasance. When all of the Bonds have been discharged as
provided in this section, all pledges, covenants and other rights granted by
this resolution to the registered owners of the Bonds shall cease. The Issuer
may discharge its obligations with respect to any Bonds 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 Bond 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 Bonds, subject to the provisions of law now or hereafter
authorizing and regulating such action, by depositing irrevocably in escrow,
with a bank qualified by law as an escrow agent for this purpose, cash or
securities which are authorized by law to be so deposited, bearing interest
payable at such time and at such rates and maturing on such dates as shall be
required to pay all principal and interest to become due thereon to maturity.
Section 8. Certification of Proceedings.
8.01. Registration of Bonds. The Clerk is hereby authorized and
directed to file a certified copy of this resolution with the County Auditor of
Hennepin County and obtain a certificate that the Bonds have been duly entered
upon the Auditor's bond register.
8.02. Authentication of Transcript. The officers of the Issuer and the
county 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 Bonds and such other affidavits, cer-
tificates and information as may be required to show the facts relating to the
legality and marketability of the Bonds, 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 fur-
nished, shall be deemed representations of the Issuer as to the correctness of
all statements contained therein.
8.03. Redemption of Refunded Bonds. The Clerk is hereby directed to
advise First Trust National Association, in St. Paul, Minnesota, as paying
agent for the Refunded Bonds, to call the Refunded Bonds for redemption and pre-
payment on June 15, 1994, and to give thirty day's mailed Notice of Redemption,
substantially in the form attached hereto as Exhibit A, all in accordance with
the provisions of the resolution authorizing the issuance of the Refunded Bonds.
8.04. Official Statement. The Official Statement relating to the
Bonds, dated April 18, 1994, 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.
Resolution 94-44 - Continued
Blair Tremere, Mayor
ATTEST:
Shirley J. son, City Clerk
May 3, 1994
The motion for the adoption of the foregoing resolution was seconded by Member
Russell, and upon a vote being taken thereon, the following voted in favor
thereof: Johnson, Micks, Russell, Thompson and Tremere; and the following voted
against the same: none; whereupon said resolution was declared duly passed and
adopted, signed by the Mayor and his signature attested by the City Clerk.
Resolution 94-44 - Continued May 3, 1994
Exhibit A
NOTICE OF REDEMPTION
$2,250,000 General Obligation Temporary Tax Increment Bonds, Series 1991C
Dated October 1, 1991
City of Golden Valley, Hennepin County, Minnesota
Notice is hereby given that all Bonds of the above issue which mature on October
1, 1994, bear interest at the rate of 4.90% and have an assigned CUSIP number of
* are called for redemption and prepayment on June 15, 1994. The
Bonds will be redeemed at a price of 100% of their principal amount plus accrued
interest to the date of redemption. Holders of such Bonds should present them
for payment, on or before said date on which date they will cease to bear
interest, in the following manner:
If by Mail:
If by Hand or Overnight Mail:
First Trust National Association First Trust National Association
Corporate Trust Operations, 3rd Floor Bond Drop Window, 3rd Floor
Post Office Box 64111 180 East Fifth Street
Saint Paul, Minnesota 55164-0111 Saint Paul, Minnesota 55101
(612) 223-7900
Dated: May 3, 1994. BY ORDER OF THE CITY COUNCIL
CITY OF GOLDEN VALLEY, MINNESOTA
SHIRLEY NELSON, CITY CLERK
IMPORTANT NOTICE
In compliance with the Interest and Dividend Compliance Act of 1983 and Broker
Reporting Requirements, the Paying Agent is required to withhold 31% unless
the Paying Agent is provided with your social security number or employer iden-
tification number, properly certified. This Compliance should be fulfilled
through the submitting of a W-9 Form which may be obtained at a Bank or other
Financial Institution.
* The Paying Agent shall not be responsible for the selection or use of the
CUSIP number, nor is any representation made as to its correctness indicated in
this notice. It is included solely for convenience of the Holder.