05-06 - 01-18 - Authorize Sale of General Bonds 2005B CERTIFICATION OF MINUTES RELATING TO
$4,575,000 TAXABLE GENERAL OBLIGATION TAX INCREMENT REFUNDING
BONDS, SERIES 2005B
Issuer: City of Golden Valley, Minnesota
Governing Body: City Council
Kind, date, time and place of meeting: A regular meeting held January 18, 2005, at 6:30
o'clock P.M., at the City Hall in Golden Valley, Minnesota.
Members present: Freiberg, Loomis, Pentel and Shaffer
Members absent: Grayson
Documents Attached:
Minutes of said meeting(including):
RESOLUTION NO. 05-6
RESOLUTION AUTHORIZING ISSUANCE,AWARDING
SALE, PRESCRIBING THE FORM AND DETAILS AND
PROVIDING FOR THE PAYMENT OF$4,575,000 TAXABLE
GENERAL OBLIGATION TAX INCREMENT REFUNDING
BONDS, SERIES 2005B
I, the undersigned, being the duly qualified and acting recording officer of the public
corporation issuing the bonds referred to in the title of this certificate, certify that the documents
attached hereto, as described above, have been carefully compared with the original records of
said corporation in my legal custody, from which they have been transcribed; that said
documents are a correct and complete transcript of the minutes of a meeting of the governing
body of said corporation, and correct and complete copies of all resolutions and other actions
taken and of all documents approved by the governing body at said meeting, so far as they relate
to said bonds; and that said meeting was duly held by the governing body at the time and place
and was attended throughout by the members indicated above,pursuant to call and notice of such
meeting given as required by law.
WITNESS my hand officially as such recording officer on January 18, 2005.
City Clerk
It was reported that ten sealed proposals for the purchase of$4,575,000 Taxable General
Obligation Tax Increment Refunding Bonds, Series 2005B, were received prior to 10:30 o'clock
a.m., Central time, pursuant to the Official Statement distributed to potential purchasers of the
Series 2005B Bonds by Springsted Incorporated, financial consultants to the Issuer. The
proposals have been publicly opened, read and tabulated and were found to be as follows:
See Attached
I r .
380 JACKSON STREET, SUITE 300
4 SAINT PAUL,MN SS 101-2887
6S 1.223.3000 FAX:6S 1.223.3002
E-MAIL: advi-rsQsprinpted.—
�� SPRINGSTED
Public Sector Advisors
$4,590,000*
CITY OF GOLDEN VALLEY, MINNESOTA
TAXABLE GENERAL OBLIGATION TAX INCREMENT REFUNDING BONDS,SERIES 2005B
(BOOK ENTRY ONLY)
AWARD: PIPER JAFFRAY&CO.
ALE: January 18,2005 Moody's Rating: Aa1
Interest Net Interest True Interest
Bidder Rates Price Cost Rate
PIPER JAFFRAY&CO. 3.75% 2008 $4,569,411.35 $1,788,428.65 4.6894%
4.00% 2009
4.125% 2010
4.25% 2011
4.375% 2012
4.50% 2013
4.70% 2014
4.75% 2015
GRIFFIN, KUBIK, STEPHENS& 4.00% 2008-2009 $4,638,193.20 $1,806,931.80 4.6935%
THOMPSON, INC. 4.10% 2010
4.25% 2011
4.40% 2012
4.60% 2013
5.00% 2014-2015
MORGAN KEEGAN &CO., INC. 4.00% 2008-2009 $4,580,207.15 $1,797,474.10 4.7079%
4.125% 2010
4.25% 2011
4.75% 2012-2015
(Continued)
-------------------------------------------------------------------------------------------------------------------------------_------------___---__-_
REOFFERING SCHEDULE OF THE PURCHASER
Rate Year Yield
3.75% 2008 3.83%
4.00% 2009 4.03%
4.125% 2010 4.16%
4.25% 2011 4.30%
4.375% 2012 4.45%
4.50% 2013 4.57%
4.70% 2014 4.71%
4.75% 2015 4.78%
BBI: 4.41%
Average Maturity: 8.317 Years
* Subsequent to bid opening, the issue size decreased from $4,590,000 to $4,575,000. The 2008 through 2010
maturities each decreased by$5,000.
Councilmember Pentel introduced the following resolution and moved its adoption, which
motion was seconded by Councilmember Shaffer:
RESOLUTION AUTHORIZING ISSUANCE, AWARDING
SALE, PRESCRIBING THE FORM AND DETAILS AND
PROVIDING FOR THE PAYMENT OF $4,575,000 TAXABLE
GENERAL OBLIGATION TAX INCREMENT REFUNDING
BONDS, SERIES 2005B
BE IT RESOLVED by the City Council of the City of Golden Valley, Minnesota(the
"Issuer"), as follows:
SECTION 1. AUTHORIZATION AND SALE.
1.LAuthorization. This Council, by resolution duly adopted on December 21, 2004,
authorized the issuance and sale on the date hereof$4,575,000 Taxable General Obligation Tax
Increment Refunding Bonds, Series 2005B (the"Bonds"). The Bonds are being issued to
provide funds to be used, along with other available funds, to refinance on March 1, 2005, the
2006 through 2011 maturities of the City's Taxable General Obligation Tax Increment
Refunding Bonds, Series 1997B, dated December 1, 1997 (the "Refunding") which are presently
outstanding in the principal amount of$5,125,000 (the "1997B Bonds"). The Refunding is being
carried out for the purpose described in Minnesota Statutes, Section 475.67, Subdivision 3,
Section(b)(2)(ii).
1.2.Sale. Pursuant to the Terms of Proposal and the Official Statement prepared on
behalf of the Issuer by Springsted Incorporated, sealed proposals for the purchase of the Bonds
were received at or before the time specified for receipt of proposals. The proposals have been
opened, publicly read and considered and the purchase price, interest rates and net interest cost
under the terms of each proposal have been determined. The most favorable proposal received to
purchase the Bonds is that of Piper Jaffray Incorporated in Minneapolis, Minnesota, (the
Purchaser) to purchase the Bonds at a price of$4,554,478.63 plus accrued interest on all Bonds
to the day of delivery and payment, on the further terms and conditions hereinafter set forth.
1.3.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 Proposal. 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.LIssuance 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, now 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.
2.2.Maturities, Interest Rates; Denominations and Payment. The Bonds shall be
originally dated as of February 1, 2005, shall be in the denomination of$5,000 each, or any
integral multiple thereof, of single maturities, shall mature on February 1 in the years and
amounts stated below, and shall bear interest from date of original issue until paid or duly called
for redemption at the annual rates set forth opposite such years and amounts, as follows:
Year Amount Rate Year Amount Rate
2008 $215,000 3.750% 2012 $235,000 4.375%
2009 220,000 4.000 2013 240,000 4.500
2010 220,000 4.125 2014 1,605,000 4.700
2011 230,000 4.250 2015 1,610,000 4.750
The interest thereon and, upon surrender of each Bond, the principal amount thereof shall be
payable by check or draft issued by the Registrar described herein; provided that, so long as the
Bonds are registered in the name of a securities depository, or a nominee thereof, in accordance
with Section 2.8 hereof, principal and interest shall be payable in accordance with the operational
arrangements of the securities depository.
2.3.Dates and Interest Payment Dates. Upon initial delivery of the Bonds pursuant to
Section 2.7 and upon any subsequent transfer or exchange pursuant to Section 2.6, the date of
authentication shall be noted on each Bond so delivered, exchanged or transferred. Interest on
the Bonds shall be payable on February 1 and August 1, commencing August 1, 2005, each such
date being referred to herein as an Interest Payment Date, to the person in whose names the
Bonds are registered on the Bond Register, as hereinafter defined, at the Registrar's close of
business on the fifteenth day of the calendar month next preceding such Interest Payment Date,
whether or not such day is a business day. Interest shall be computed on the basis of a 360-day
year composed of twelve 30-day months.
2.4.Redemption. The Bonds shall not be subject to optional redemption prior to their
maturity.
2.5.Appointment of Initial Registrar. The Issuer hereby appoints U.S. Bank National
Association, in St. Paul, Minnesota, as the initial bond registrar, transfer agent and paying agent
(the "Registrar"). The Mayor and City 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.
2.6.Registration. The effect of registration and the rights and duties of the Issuer and the
Registrar with respect thereto shall be as follows:
(a) Re ister. The Registrar shall keep at its principal corporate 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 aggregate 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.
(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 canceled by the Registrar and thereafter disposed of as directed by the
Issuer.
(e) Improper or Unauthorized Transfer. When any Bond is presented 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 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 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 the 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 canceled by it and evidence of such cancellation
shall be given to the Issuer. If the mutilated, 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.
2.7.Execution, Authentication and Delivery. The Bonds shall be prepared under the
direction of the City 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 representative. 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 DTC on behalf of 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.
2.8.Securities Depository. (a) For purposes of this section the following terms shall have
the following meanings:
"Beneficial Owner" shall mean, whenever used with respect to a Bond, the person
in whose name such Bond is recorded as the beneficial owner of such Bond by a Participant on
the records of such Participant, or such person's subrogee.
"Cede & Co." shall mean Cede & Co., the nominee of DTC, and any successor
nominee of DTC with respect to the Bonds.
"DTC" shall mean The Depository Trust Company of New York, New York.
"Participant" shall mean any broker-dealer,bank or other financial institution for
which DTC holds Bonds as securities depository.
"Representation Letter" shall mean the Representation Letter pursuant to which
the sender agrees to comply with DTC's Operational Arrangements.
(b) The Bonds shall be initially issued as separately authenticated fully registered
bonds, and one Bond shall be issued in the principal amount of each stated maturity of the
Bonds. Upon initial issuance, the ownership of such Bonds shall be registered in the bond
register in the name of Cede & Co., as nominee of DTC. The Registrar and the Issuer may treat
DTC (or its nominee) as the sole and exclusive owner of the Bonds registered in its name for the
purposes of payment of the principal of or interest on the Bonds, selecting the Bonds or portions
thereof to be redeemed, if any, giving any notice permitted or required to be given to registered
owners of Bonds under this resolution, registering the transfer of Bonds, and for all other
purposes whatsoever, and neither the Registrar nor the Issuer shall be affected by any notice to
the contrary. Neither the Registrar nor the Issuer shall have any responsibility or obligation to
any Participant, any person claiming a beneficial ownership interest in the Bonds under or
through DTC or any Participant, or any other person which is not shown on the bond register as
being a registered owner of any Bonds, with respect to the accuracy of any records maintained
by DTC or any Participant, with respect to the payment by DTC or any Participant of any
amount with respect to the principal of or interest on the Bonds, with respect to any notice which
is permitted or required to be given to owners of Bonds under this resolution, with respect to the
selection by DTC or any Participant of any person to receive payment in the event of a partial
redemption of the Bonds, or with respect to any consent given or other action taken by DTC as
registered owner of the Bonds. So long as any Bond is registered in the name of Cede & Co., as
nominee of DTC, the Registrar shall pay all principal of and interest on such Bond, and shall
give all notices with respect to such Bond, only to Cede& Co. in accordance with DTC's
Operational Arrangements, and all such payments shall be valid and effective to fully satisfy and
discharge the Issuer's obligations with respect to the principal of and interest on the Bonds to the
extent of the sum or sums so paid. No person other than DTC shall receive an authenticated
Bond for each separate stated maturity evidencing the obligation of the Issuer to make payments
of principal and interest. Upon delivery by DTC to the Registrar of written notice to the effect
that DTC has determined to substitute a new nominee in place of Cede & Co., the Bonds will be
transferable to such new nominee in accordance with paragraph(e) hereof.
(c) In the event the Issuer determines that it is in the best interest of the
Beneficial Owners that they be able to obtain Bonds in the form of bond certificates, the Issuer
may notify DTC and the Registrar, whereupon DTC shall notify the Participants of the
availability through DTC of Bonds in the form of certificates. In such event, the Bonds will be
transferable in accordance with paragraph(e) hereof. DTC may determine to discontinue
providing its services with respect to the Bonds at any time by giving notice to the Issuer and the
Registrar and discharging its responsibilities with respect thereto under applicable law. In such
event the Bonds will be transferable in accordance with paragraph(e) hereof.
(d) The execution and delivery of the Representation Letter to DTC, if not
previously filed with DTC,by the Mayor or City Manager is hereby authorized and directed.
(e) In the event that any transfer or exchange of Bonds is permitted under
paragraph(b) or(c) hereof, such transfer or exchange shall be accomplished upon receipt by the
Registrar of the Bonds to be transferred or exchanged and appropriate instruments of transfer to
the permitted transferee in accordance with the provisions of this resolution. In the event Bonds
in the form of certificates are issued to owners other than Cede & Co., its successor as nominee
for DTC as owner of all the Bonds, or another securities depository as owner of all the Bonds,
the provisions of this resolution shall also apply to all matters relating thereto, including, without
limitation, the printing of such Bonds in the form of bond certificates and the method of payment
of principal of and interest on such Bonds in the form of bond certificates.
2.9.Form of Bonds. The Bonds shall be prepared in substantially the following form:
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF GOLDEN VALLEY
GENERAL OBLIGATION TAXABLE TAX INCREMENT REFUNDING BOND, SERIES
2005B
Interest Rate Maturity Date Date of Original Issue CUSIP NO.
% February 1, 20_ February 1, 2005
REGISTERED OWNER: CEDE& CO.
PRINCIPAL AMOUNT: THOUSAND DOLLARS
THE CITY OF GOLDEN VALLEY, MINNESOTA(the "Issuer"), acknowledges itself
to be indebted and hereby promises to pay to the registered owner named above, or registered
assigns, the principal amount specified above on the maturity date specified above and promises
to pay interest thereon from the date of original issue specified above or from the most recent
Interest Payment Date (as hereinafter defined) to which interest has been paid or duly provided
for, at the annual rate specified above,payable on February 1 and August 1 of each year,
commencing August 1, 2005 (each such date, an "Interest Payment Date"). The interest so
payable on any Interest Payment Date shall be paid 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
calendar month next preceding such Interest Payment Date. Interest hereon shall be computed
on the basis of a 360-day year composed of twelve 30-day months. 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 U.S. Bank National Association, in St. Paul,
Minnesota, 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.
This Bond is one of an issue in the aggregate principal amount of$4,575,000 (the
"Bonds") issued pursuant to resolutions adopted by the City Council on December 21, 2004 and
January 18, 2005 (the "Resolutions")to provide funds, together with other available funds of the
Issuer, to refund on March 1, 2005 certain maturities of the Issuer's General Obligation Taxable
Tax Increment Refunding Bonds, Series 1997B, dated December 1, 1997. The Bonds are 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.
The Bonds are not subject to optional redemption prior to their maturity.
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.
Notwithstanding any other provisions of this Bond, so long as this Bond is registered in
the name of Cede & Co., as nominee of The Depository Trust Company, or in the name of any
other nominee of The Depository Trust Company or other securities depository, the Registrar
shall pay all principal of and interest on this Bond, and shall give all notices with respect to this
Bond, only to Cede & Co. or other nominee in accordance with the operational arrangements of
The Depository Trust Company or other securities depository as agreed to by the Issuer.
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.
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 General Obligation Tax Increment Refunding Bonds, Series 2005B Bond Fund
and has appropriated thereto certain ad valorem tax increments pledged to it by the Housing and
Redevelopment Authority of the City of Golden Valley from the Golden Hills Redevelopment
Tax Increment Financing District, 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
limitation 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.
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 signature of one of its authorized representatives.
IN WITNESS WHEREOF, the City of Golden Valley, Minnesota,by its City Council,
has caused this Bond to be executed on its behalf by the facsimile signatures of the Mayor and
City Manager and has caused this Bond to be dated as of the date set forth below.
CITY OF GOLDEN VALLEY, MINNESOTA
(facsimile signature City Manager) (facsimile signature Mayor)
CERTIFICATE OF AUTHENTICATION
Dated:
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
U.S. BANK NATIONAL ASSOCIATION,
as Bond Registrar
By
Authorized Representative
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 in common UTMA ................... as Custodian for .....................
(Cust) (Minor)
TEN ENT - as tenants by the entireties under Uniform Transfers to Minors Act ..............
(State)
JT TEN -- as joint tenants with right of survivorship and not as tenants in common
Additional abbreviations may also be used.
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto the
within Bond and all rights thereunder, and does hereby irrevocably constitute and appoint
attorney to transfer the said Bond on the books kept for registration of the
within Bond, 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 enlargement or any
change whatsoever.
Signature Guaranteed:
Signature(s)must be guaranteed by an"eligible guarantor institution"meeting the requirements
of the Registrar, which requirements include membership or participation in STAMP or such
other"signature guaranty program" as may be determined by the Registrar in addition to or in
substitution for STAMP, all in accordance with the Securities Exchange Act of 1934, as
amended.
PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER OF
ASSIGNEE:
[End of the Bond form]
SECTION 3. SECTION 3. USE OF PROCEEDS AND SECURITY.
3.1.Bond Proceeds. Upon payment for the Bonds by the Purchaser, the City Clerk shall
deposit $4,544,563.96 in the General Obligation Tax Increment Refunding Bonds, Series 1997B
Bond Fund to be applied to the refunding of the 1997B Bonds on March 1, 2005 and shall
deposit $11,753.70 in the Bond Fund created pursuant Section 3.2 hereof.
3.2.General Obligation Tax Increment Refunding Bonds Series 2004B Bond Fund. So
long as any of the Bonds 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 General Obligation Tax Increment Refunding Bonds, Series 2004B
Bond Fund(the "Bond Fund"), and the principal of and interest on the Bonds shall be payable
from the Bond Fund. The Issuer irrevocably appropriates to the Bond Fund (a) the amount
specified in Section 3.1 above; (b) the ad valorem tax increments pledged to the Issuer by the
Housing and Redevelopment Authority of the City of Golden Valley, Minnesota derived from
the Golden Hills Redevelopment Tax Increment Financing District pursuant to a Pledge
Agreement dated as of February 1, 2005; (c) any ad valorem taxes collected in accordance with
the provisions of Section 3.3 hereof; and(d) such other funds as may be appropriated from time
to time by the Issuer to the Bond Fund to pay principal of and interest on the Bonds. 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.
3.3.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
estimated that the funds appropriated to the Bond Fund as set forth in Section 3.2(a) and (b)
hereof will produce amounts not less than five percent 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. Nevertheless, if the balance in the Bond Fund is at any
time insufficient to pay all interest and principal then due on all Bonds payable therefrom, the
payment shall be made from any fund of the Issuer which is available for that purpose, subject to
reimbursement from the Bond Fund when the balance therein is sufficient, and 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 deficiency, which levy is not subject to any constitutional
or statutory limitation.
SECTION 4. 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 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 5. CERTIFICATION OF PROCEEDINGS.
5.LRegistration of Bonds. The City Clerk is hereby authorized and directed to file a
certified copy of this resolution with the County Auditor of Hennepin County(the "County
Auditor") and obtain a certificate that the Bonds have been duly entered upon the County
Auditor's bond register.
5.2.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
LLP, Bond Counsel, certified copies of all proceedings and records relating to the Bonds and
such other affidavits, certificates 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 furnished, shall be deemed representations of the Issuer
as to the correctness of all statements contained therein.
5.3.Official Statement. The Official Statement relating to the Bonds, dated January 5,
2005, 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. Springsted Incorporated is hereby authorized on behalf of the Issuer to prepare and
distribute to the Purchaser within seven business days from the date hereof a supplement to the
Official Statement listing the offering price, the interest rates, selling compensation, delivery
date, the underwriters and such other information relating to the Bonds as is required to be
included in the Official Statement by Rule 15c2-12 adopted by the Securities and Exchange
Commission(the"SEC") under the Securities Exchange Act of 1934. The officers of the Issuer
are hereby authorized and directed to execute such certificates as may be appropriate concerning
the accuracy, completeness and sufficiency of the Official Statement.
5.4.Continuing Disclosure. (a) Purpose and Beneficiaries. To provide for the public
availability of certain information relating to the Bonds and the security therefor and to permit
the Purchaser and other participating underwriters in the primary offering of the Bonds to
comply with amendments to Rule 15c2-12 promulgated by the SEC under the Securities
Exchange Act of 1934 (17 C.F.R. § 240.15c2-12), relating to continuing disclosure (as in effect
and interpreted from time to time, the "Rule"), which will enhance the marketability of the
Bonds, the Issuer hereby makes the following covenants and agreements for the benefit of the
Owners (as hereinafter defined) from time to time of the Outstanding Bonds. The Issuer is the
only obligated person in respect of the Bonds within the meaning of the Rule for purposes of
identifying the entities in respect of which continuing disclosure must be made. The Issuer has
complied in all material respects with any undertaking previously entered into by it under the
Rule. If the Issuer fails to comply with any provisions of this section, any person aggrieved
thereby, including the Owners of any Outstanding Bonds, may take whatever action at law or in
equity may appear necessary or appropriate to enforce performance and observance of any
agreement or covenant contained in this section, including an action for a writ of mandamus or
specific performance. Direct, indirect, consequential and punitive damages shall not be
recoverable for any default hereunder to the extent permitted by law. Notwithstanding anything
to the contrary contained herein, in no event shall a default under this section constitute a default
under the Bonds or under any other provision of this resolution. As used in this section, Owner
or Bondowner means, in respect of a Bond, the registered owner or owners thereof appearing in
the bond register maintained by the Registrar or any Beneficial Owner(as hereinafter defined)
thereof, if such Beneficial Owner provides to the Registrar evidence of such beneficial
ownership in form and substance reasonably satisfactory to the Registrar. As used herein,
Beneficial Owner means, in respect of a Bond, any person or entity which (i) has the power,
directly or indirectly, to vote or consent with respect to, or to dispose of ownership of, such Bond
(including persons or entities holding Bonds through nominees, depositories or other
intermediaries), or(ii) is treated as the owner of the Bond for federal income tax purposes.
(b) Information To Be Disclosed. The Issuer will provide, in the manner set forth in
subsection (c)hereof, either directly or indirectly through an agent designated by the Issuer, the
following information at the following times:
(1) on or before 365 days after the end of each fiscal year of the Issuer, commencing
with the fiscal year ending December 31, 2004, the following financial
information and operating data in respect of the Issuer(the "Disclosure
Information"):
(A) the audited financial statements of the Issuer for such fiscal year,
containing balance sheets as of the end of such fiscal year and a statement
of operations, changes in fund balances and cash flows for the fiscal year
then ended, showing in comparative form such figures for the preceding
fiscal year of the Issuer, prepared in accordance with generally accepted
accounting principles promulgated by the Financial Accounting Standards
Board as modified in accordance with the governmental accounting
standards promulgated by the Governmental Accounting Standards Board
or as otherwise provided under Minnesota law, as in effect from time to
time, or, if and to the extent such financial statements have not been
prepared in accordance with such generally accepted accounting principles
for reasons beyond the reasonable control of the Issuer, noting the
discrepancies therefrom and the effect thereof, and certified as to accuracy
and completeness in all material respects by the fiscal officer of the Issuer;
and
(B) to the extent not included in the financial statements referred to in
paragraph(A) hereof, the information for such fiscal year or for the period
most recently available of the type contained in the Official Statement
under headings: City Property Values; City Indebtedness; and City Tax
Rates, Levies and Collections.
Notwithstanding the foregoing paragraph, if the audited financial statements are not available by
the date specified, the Issuer shall provide on or before such date unaudited financial statements
in the format required for the audited financial statements as part of the Disclosure Information
and, within 10 days after the receipt thereof, the Issuer shall provide the audited financial
statements. Any or all of the Disclosure Information may be incorporated by reference, if it is
updated as required hereby, from other documents, including official statements, which have
been submitted to each of the repositories hereinafter referred to under subsection (c) or the SEC.
If the document incorporated by reference is a final official statement, it must be available from
the Municipal Securities Rulemaking Board. The Issuer shall clearly identify in the Disclosure
Information each document so incorporated by reference. If any part of the Disclosure
Information can no longer be generated because the operations of the Issuer have materially
changed or been discontinued, such Disclosure Information need no longer be provided if the
Issuer includes in the Disclosure Information a statement to such effect; provided, however, if
such operations have been replaced by other Issuer operations in respect of which data is not
included in the Disclosure Information and the Issuer determines that certain specified data
regarding such replacement operations would be a Material Fact (as defined in paragraph(2)
hereof), then, from and after such determination, the Disclosure Information shall include such
additional specified data regarding the replacement operations. If the Disclosure Information is
changed or this section is amended as permitted by this paragraph (b)(1) or subsection(d), then
the Issuer shall include in the next Disclosure Information to be delivered hereunder, to the
extent necessary, an explanation of the reasons for the amendment and the effect of any change
in the type of financial information or operating data provided.
(2) In a timely manner, notice of the occurrence of any of the following events which
is a Material Fact(as hereinafter defined):
(A) Principal and interest payment delinquencies;
(B) Non-payment related defaults;
(C) Unscheduled draws on debt service reserves reflecting financial
difficulties;
(D) Unscheduled draws on credit enhancements reflecting financial
difficulties;
(E) Substitution of credit or liquidity providers, or their failure to perform;
(F) Adverse tax opinions or events affecting the tax-exempt status of the
security;
(G) Modifications to rights of security holders;
(H) Bond calls;
(I) Defeasances;
(J) Release, substitution, or sale of property securing repayment of the
securities; and
(K) Rating changes.
As used herein, a Material Fact is a fact as to which a substantial likelihood exists that a
reasonably prudent investor would attach importance thereto in deciding to buy, hold or sell a
Bond or, if not disclosed, would significantly alter the total information otherwise available to an
investor from the Official Statement, information disclosed hereunder or information generally
available to the public. Notwithstanding the foregoing sentence, a Material Fact is also an event
that would be deemed material for purposes of the purchase,holding or sale of a Bond within the
meaning of applicable federal securities laws, as interpreted at the time of discovery of the
occurrence of the event.
(3) In a timely manner, notice of the occurrence of any of the following events or
conditions:
(A) the failure of the Issuer to provide the Disclosure Information required
under paragraph(b)(1) at the time specified thereunder;
(B) the amendment or supplementing of this section pursuant to
subsection(d), together with a copy of such amendment or supplement
and any explanation provided by the Issuer under subsection (d)(2);
(C) the termination of the obligations of the Issuer under this section pursuant
to subsection (d);
(D) any change in the accounting principles pursuant to which the financial
statements constituting a portion of the Disclosure Information are
prepared; and
(E) any change in the fiscal year of the Issuer.
(c) Manner of Disclosure. The Issuer agrees to make available the information described in
subsection(b) to the following entities by telecopy, overnight delivery, mail or other means, as
appropriate:
(1) the information described in paragraph(1) of subsection(b), to each then
nationally recognized municipal securities information repository under the Rule
(a Repository) and to any state information depository then designated or operated
by the State of Minnesota as contemplated by the Rule (the State Depository), if
any;
(2) the information described in paragraphs (2) and (3) of subsection(b), to the
Municipal Securities Rulemaking Board and to the State Depository, if any; and
(3) the information described in subsection (b), to any rating agency then maintaining
a rating of the Bonds at the request of the Issuer and, at the expense of such
Bondowner, to any Bondowner who requests in writing such information, at the
time of transmission under paragraphs (1) or(2) of this subsection(c), as the case
may be, or, if such information is transmitted with a subsequent time of release, at
the time such information is to be released.
(d) Term; Amendments; Interpretation.
(1) The covenants of the Issuer in this section shall remain in effect so long as any
Bonds are Outstanding. Notwithstanding the preceding sentence, however, the
obligations of the Issuer under this section shall terminate and be without further
effect as of any date on which the Issuer delivers to the Registrar an opinion of
Bond Counsel to the effect that, because of legislative action or final judicial or
administrative actions or proceedings, the failure of the Issuer to comply with the
requirements of this section will not cause participating underwriters in the
primary offering of the Bonds to be in violation of the Rule or other applicable
requirements of the Securities Exchange Act of 1934, as amended, or any statutes
or laws successory thereto or amendatory thereof.
(2) This section(and the form and requirements of the Disclosure Information)may
be amended or supplemented by the Issuer from time to time, without notice to
(except as provided in paragraph (c)(3)hereof) or the consent of the Owners of
any Bonds,by a resolution of this Council filed in the office of the recording
officer of the Issuer accompanied by an opinion of Bond Counsel, who may rely
on certificates of the Issuer and others and the opinion may be subject to
customary qualifications, to the effect that: (i) such amendment or supplement (a)
is made in connection with a change in circumstances that arises from a change in
law or regulation or a change in the identity, nature or status of the Issuer or the
type of operations conducted by the Issuer, or(b) is required by, or better
complies with, the provisions of paragraph (b)(5) of the Rule; (ii) this section as
so amended or supplemented would have complied with the requirements of
paragraph(b)(5) of the Rule at the time of the primary offering of the Bonds,
giving effect to any change in circumstances applicable under clause (i)(a) and
assuming that the Rule as in effect and interpreted at the time of the amendment
or supplement was in effect at the time of the primary offering; and(iii) such
amendment or supplement does not materially impair the interests of the
Bondowners under the Rule.
If the Disclosure Information is so amended, the Issuer agrees to provide,
contemporaneously with the effectiveness of such amendment, an explanation of
the reasons for the amendment and the effect, if any, of the change in the type of
financial information or operating data being provided hereunder.
(3) This section is entered into to comply with the continuing disclosure provisions of
the Rule and should be construed so as to satisfy the requirements of
paragraph(b)(5) of the Rule.
(e) Alternative Filing System. To the extent filings or notices are required to be made to
any Repository or State Depository under this Section, the Issuer reserves the right to use
www.DisclosureUSA.org currently maintained by the Municipal Advisory Council of Texas, or
any similar system that is acceptable to the Securities Exchange Commission.
Upon vote being taken thereon, the following voted in favor thereof: Loomis, Shaffer, Freiberg
and Pentel
and the following voted against the same: None
whereupon the resolution was declared duly passed and adopted.