86-047 RES
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CERTIFICATION OF MINUTES RELATING TO
$1,975,000 GENERAL OBLIGATION IMPROVEMENT
BONDS, SERIES 1986A
Issuer:
City of Elk River, Minnesota
Governing Body: City Council
Kind, date, time, and place of meeting: A regular
held Monday, July 21, 1986, at 7:30 o'clock p.m., at
Hqll in Elk River, Minnesota (the City).
Members present: Mayor Hinkle, Council Members Engstrom, Schuldt,
Williams and Gunkel
meeting
the City
Members" absent : None
Documents Attached:
Minutes of said meeting (including):
RESOLUTION NO.
86-47
RESOLUTION AUTHORIZING ISSUANCE, AWARDING SALE,
PRESCRIBING THE FORM AND DETAILS AND PROVIDING FOR
THE PAYMENT OF $1,975,000 GENERAL OBLIGATION
IMPROVEMENT BONDS, SERIES 1986A
I, the undersigned, certify that the documents attached
hereto, as described above, have been carefully compared with
the original records of said corporation, 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 the City, 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 and the seal of the City this 21st day of
July , 1986.
%/~ P/C/~
City Clerk.,...Administrator
(Seal)
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The Clerk-Administrator presented to the Council affidavits
showing publication of a notice of sale of $1,975,000 General
Obligation Improvement Bonds, Series 1986A, of the City, in
accordance with the resolution adopted by the City Council on
June 16, 1986. The affidavits were examined, found to comply
with the requirements of applicable law, and directed to be
placed on file.
The Clerk-Administrator then reported that i- sealed bids for
the bonds had been received at the time and place designated in
the notice of sale. The bids received are described on the
schedule attached hereto.
Member
Schuldt
then introduced the following
resolution and moved its adoption:
RESOLUTION NO. 86-47
RESOLUTION AUTHORIZING ISSUANCE, AWARDING SALE,
PRESCRIBING THE FORM AND DETAILS AND PROVIDING FOR
THE PAYMENT OF $1,975,000 GENERAL OBLIGATION
IMPROVEMENT BONDS, SERIES 1986A
BE IT RESOLVED by the City Council of the City of Elk
River, Minnesota (the Issuer), as follows:
Section 1. Authorization and Sale.
1.01. This Council, by resolution duly adopted June 16,
1986, authorized the issuance and sale of General Obligation
Improvement Bonds, Series 1986A, of the Issuer, initially dated
August 1, 1986, hereinafter called "the Bonds," the proceeds of
which are to be used, together with any additional funds of the
Issuer which might be required, to finance the costs of certain
improvements as described in said resolution of June 16, 1986
(the Improvements).
1.02. Notice of sale of the Bonds has been duly published,
and the Council has publicly considered all sealed bids
presented in conformity with the notice. The most favorable of
such bids is determined to be that of Allison-Williams Company
(the Purchaser), to purchase the Bonds at a price of
$ 1,940,437.50 plus accrued interest to the day of
delivery and payment, and upon the further terms and conditions
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set forth in this resolution. The bid of the Purchaser is
hereby accepted and the sale of the Bonds is hereby awarded to
the Purchaser.
1.03. The Mayor and the City Clerk-Administrator are
directed to execute in duplicate a contract on the part of the
Issuer for the sale of the Bonds in accordance with the terms
described in Section 1.02, and to deliver a duplicate to the
Purchaser. The Treasurer is directed to deposit the
Purchaser's check securing the contract of sale, and to return
the checks securing other bids to the respective bidders.
Section 2. Bond Terms; Reqistration; Execution and
Delivery.
2.01. Maturities; Interest Rates; Denominations. The Bonds
shall be designated General obligation Improvement Bonds,
Series 1986A, shall be originally dated as of August 1, 1986,
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 or duly called for redemption at the
respective annual rates set forth opposite such years and
amounts, as follows:
Year Amount Rate
. 1988 $ 70,000 5.25%
1989 $165,000 5.60%
1990 $140,000 5.90%
1991 $140,000 6.20%
1992 $140,000 6.40%
1993 $140,000 6.60%
1994 $140,000 6.80%
1995 $140,000 7.00%
1996 $135,000 7.20%
1997 $135,000 7.40%
1998 $110,000 7.50%
1999 $110,000 7.60%
2000 $110,000 7.70%
2001 $110,000 7.80%
2002 $105,000 7.80%
2003 $ 85,000 7.80%
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2.02. Dates; Interest Payment Dates; Interest and Principal
Payment. Each Bond shall be dated as of the last interest
payment date preceding the date of authentication to which
interest on the Bond has been paid or made available for
payment, unless (i) the date of authentication is an interest
payment date to which interest has been paid or made available
for payment, in which case such Bond shall be dated as of the
date of authentication, or (ii) the date of authentication is
prior to February 1, 1987, in which case such Bond shall be
dated as of August 1, 1986. Interest on the Bonds shall be
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payable on February 1 and August 1 in each year, commencing
February 1, 1987, 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 (the
Record Date). Interest shall be paid on each interest paYment
date by check or draft mailed to the person in whose name the
Bond is registered on the registration books of the "City
maintained by the Registrar and at the address appearing
thereon on the Record Date. Principal of any Bond, at maturity
or earlier redemption, is payable on presentation and surrender
of the Bond at the principal office of the paying agent.
2.03. Reqistration. The Bonds shall be issued in fully
registered form. The Issuer shall appoint, and shall maintain,
a bond registrar, transfer agent, and paying agent (the
Registrar). 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 corporate trust office a bond register
in which the Registrar shall provide for the
registration of ownership of the Bonds and the
registration of transfers and exchanges of
Bonds.
(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) Exchanqe 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, so designated 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.
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(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 such Bond,
whether such Bond shall be overdue or not, for
the purpose of receiving payment of, or on
account of, the principal of, any interest on,
such Bond and for all other purposes, and all
such payments so made to any such registered
owner or upon the owner's order shall be valid
and effectual to satisfy and discharge the
liability upon such Bond to the extent of the
sum or sums so paid.
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(g) Taxes, Fees, and Charqes. For every transfer or
exchange of Bonds, 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.
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(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 such 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 such 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
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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.
2.04. Appointment of Initial Reqistrar. The Issuer hereby
appoints Norwest Bank Minneapolis, N.A., Minneapolis, Minnesota
as the initial Registrar. The Mayor and the City Clerk-
Administrator are authorized to execute and deliver, on behalf
of the Issuer, a contract with said 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 (30) 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.
2.05. Optional Redemption. Bonds maturing in the years
1986 through 1995 shall not be subject to redemption prior to
maturity, but Bonds maturing in the years 1996 through 2003
shall be subject to redemption and prepayment at the option of
the Issuer, in whole or in part, in inverse order of maturity
dates and by lot, assigned in proportion to their principal
amount, within any maturity, on February 1, 1995, and any
interest payment date thereafter at a price equal to the
principal amount thereof and accrued interest to the date of
redemption. Prior to the date set for redemption of any Bond
which is to be called for redemption prior to its stated
maturity date, the City Clerk shall cause notice of the call
for redemption thereof to be published as required by law, and,
at least 30 days prior to the designated redemption date, shall
cause notice of the call for redemption thereof to be mailed to
the registered holders of any Bonds to be redeemed at their
addresses as they appear on the bond register described in
Section 2.03 hereof.
2.06. Mandatory Redemption. In the event that pursuant to
federal laws or regulations, the City is required to use
unexpended Bond proceeds for early redemption of Bonds in order
to cause the interest payable on the Bonds to continue to be
excludable from gross income for federal income tax purposes,
the City shall use such unexpended Bond proceeds to redeem
Bonds at any time on any date after notice of redemption is
given pursuant to applicable law. Those Bonds remaining unpaid
which have the latest maturity date shall be first redeemed.
If only part of the Bonds having a common maturity date are
called for redemption, the specific Bonds to be redeemed will
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be chosen by lot by the Registrar. In the event of such a
mandatory redemption, the redemption price shall be equal to
one hundred two percent (102%) of the principal amount of the
Bonds redeemed, plus accrued interest through the redemption
date.
2.07. Execution, Authentication, and Delivery. The Bonds
shall be prepared under the direction of the City Clerk-
Administrator and shall be executed on behalf of the Issuer by
the signatures of the Mayor and City Clerk-Administrator,
provided that all 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 that officer had remained in office until delivery.
Notwithstanding such execution, no Bond shall be valid or
obligatory for any purpose or entitled to any security
hereunder until the certificate of authentication on such 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 so prepared, executed, and
authenticated, the City Treasurer shall deliver the same to the
Purchaser upon payment of the purchase price in accordance with
the contract of sale, 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:
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[Face of the Bonds]
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UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF SHERBURNE
CITY OF ELK RIVER
GENERAL OBLIGATION IMPROVEMENT BOND, SERIES 1986A
Rate
Maturity
Date of
Oriqinal Issue
CUSIP
August 1, 1986
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS.
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KNOW ALL PERSONS BY THESE PRESENTS that City of Elk River,
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
amount specified above on the maturity date specified above,
unless called for earlier redemption, with interest thereon
from the date hereof at the annual rate specified above
(calculated on the basis of a 360-day year of twelve 30 day
months), payable on February 1 and August 1 (the Interest
Payment Date) in each year, commencing February 1, 1987, until
the principal sum is paid or has been provided for. The
principal of and premium, if any, on this Bond are payable upon
presentation and surrender hereof at the principal office of
, a duly organized and validly
existing under the laws of (the Registrar), acting
as paying agent, or any successor paying agent duly appointed
by the Issuer. Interest on this Bond will be paid on each
Interest Payment Date by check or draft mailed to the
registered owner at the address appearing on the bond register
maintained by the Registrar at the close of business on the
15th day, whether or not a business day, of the calendar month
next preceding such Interest Payment Date. The principal of
and premium, if any, and interest on this Bond are payable in
lawful money of the United States of America. 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.
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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 precedent 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,
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have been done, do exist, have happened, and have been
performed in regular and due form, time, and manner as so
required; that the Bonds are payable from a separate debt
service account of the Issuer, and from ad valorem taxes and
special assessments which have been appropriated to such
account; that, if necessary for payment of principal and of
interest on the bonds of this issue, additional ad valorem
taxes may be levied upon all taxable property within the
corporate limits of the Issuer without limitation as to rate or
amount; and that the issuance of this Bond does not cause the
indebtedness of the Issuer to exceed any constitutional or
statutory limitation.
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 IN THIS PLACE.
This Bond shall not be valid or become obligatory for any
purpose or be entitled to any security or benefit under the
resolution authorizing its issuance (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 Issuer by its City Council has
caused this Bond to be executed on its behalf by the facsimile
signatures of the Mayor and the City Clerk-Administrator and
has caused this Bond to be dated as of the date set forth
. below.
Dated:
CITY OF ELK RIVER, MINNESOTA
Mayor
ATTEST:
City Clerk-Administrator
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the
Resolution mentioned within.
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By:
Authorized Representative
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[Reverse of the Bonds]
This Bond is one of an issue in the aggregate principal
amount of $1,975,000, all of like date and tenor, except as to
maturity date, interest rate, denomination, and redemption
privilege issued pursuant to a resolution adopted by the City
Council on July 21, 1986 (the Resolution), to provide funds to
finance certain improvement projects, and is issued pursuant to
and in full conformity with the Constitution and laws of the
State of Minnesota thereunto enabling, including Chapters 429
and 475. The Bonds of this series are issuable only as fully
registered bonds, in denominations of $5,000 or any multiple
thereof, of single maturities.
Bonds of this issue maturing in 1995 and earlier years are
payable on their respective stated maturity dates without
option of prior payment, but Bonds having stated maturity dates
in 1996 and later years are each subject to redemption and
prepayment at the option of the Issuer, in whole or in part,
and if in part in inverse order of maturity dates and by lot,
assigned in proportion to their principal amount, within any
maturity, on February 1, 1995, and any Interest Payment Date
thereafter, at a price equal to the principal amount thereof
plus interest accrued to the date of redemption. Prior to the
date specified for the redemption of any Bond which is to be
called for redemption prior to its stated maturity date, the
Issuer will cause notice of the call for redemption to be
published as required by law, and, at least 30 days prior to
the designated redemption date, will cause notice of the call
for redemption thereof to be mailed to the registered owner of
any Bond to be redeemed at his address as it appears on the
bond register maintained by the Registrar. Upon partial
redemption of any Bond, a new Bond or Bonds will be delivered
to the owner without charge, representing the remaining
principal amount outstanding.
In the event that pursuant to federal laws or regulations,
the City is required to use unexpended Bond proceeds for early
redemption of Bonds in order to cause the interest payable on
the Bonds to continue to be excludable from gross income for
federal income tax purposes, the City shall use such unexpended
Bond proceeds to redeem Bonds at any time on any date after
notice of redemption is given pursuant to applicable law.
Those Bonds remaining unpaid which have the latest maturity
date shall be first redeemed. If only part of the Bonds having
a common maturity date are called for redemption, the specific
Bonds to be redeemed will be chosen by lot by the Registrar.
In the event of such a mandatory redemption, the redemption
price shall be equal to one hundred two percent (102%) of the
principal amount of the Bonds redeemed, plus accrued interest
through the redemption date.
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'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.
(Form of certificate to be printed on the reserve 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 Elk River, Minnesota, which includes the
within Bond, dated as of the date of delivery of and payment
for the Bonds.
(Facsimile Signature)
City Clerk-Administrator
(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 applicable laws or
regulations:
TEN COM -- as tenants
In common
UNIF GIFT MIN ACT Custodian
(Cust) (Minor)
TEN ENT -- as tenants
by the entireties
under Uniform Gifts to Minors
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JT TEN
as joint tenants
with right of
survivorship and
not as tenants
In common
(State)
Act. .
Additional abbreviations may also be used though not In
the above list.
ASSIGNMENT
For value received, the undersigned hereby sells, assigns,
and transfers unto
the within Bond and 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 whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust
company or by a brokerage firm having a membershipln one of
the major stock exchanges.
The Registrar will not effect transfer of this Bond unless
the information concerning the assignee requested below lS
provided.
Name and Address:
(Include information for all joint owners if
the Bond is held by joint account)
12.
Please insert social security
or other identifying number
4It of assignee
4It
4It
Section 3. Use of Bond Proceeds.
3.01. Improvement Costs. A special fund designated
"Improvement Bonds Common Fund" has previously been established
separate from other funds of the City. A separate account is
hereby established within the Improvement Bonds Common Fund
designated the "Series 1986A Improvement Bonds Construction
Account." The proceeds of the sale of the Bonds, less any
accrued interest, $156,000 attributable to capitalized interest
and proceeds, if any, in excess of $1,939,450, plus any special
assessments levied with respect to the Improvements and
collected prior to the completion of the Improvements and
payment of the cost thereof, shall be credited to the Series
1986A Improvement Bonds Construction Account. From such
account shall be paid all costs and expenses related to the
construction of the Improvements; provided, that the moneys in
such account may also be used to the extent necessary to pay
interest or principal due on the Bonds prior to the
commencement of the collection of taxes or special assessments
levied or to be levied for the purpose of paying the costs of
the Improvements and the principal and interest due upon the
Bonds. The moneys in such account shall be used for no other
purpose, except as otherwise permitted by law, prior to the
completion and payment of all costs of the Improvements. If
upon completion of the Improvements there shall remain any
unexpended balance in such account, the balance (other than any
special assessments) may be transferred by the Council to the
account of any other improvement instituted pursuant to
Minnesota Statutes, Chapter 429. Any special assessments
credited to such account are hereby pledged and shall be used
only to pay principal and interest due on the Bonds. When the
total cost of the Improvements has been paid, such account
shall be discontinued and any money remaining in such account
(not transferred by the Council to the account of any other
improvement), shall be transferred to the separate account in
the Common Debt Service Account of the City authorized in
Section 4.01 hereof.
3.02. Other Proceeds. Proceeds attributable to accrued
interest, capitalized interest in the amount of $156,000, and
proceeds, if any, in excess of $1,939,450, shall be deposited
In the debt service account created in Section 4.01 hereof.
Section 4. Sinkinq Fund and Tax Levies.
4.01. Debt Service Account. A special fund designated
"Common Debt Service Account" has previously been established
separate from other funds of the Issuer. A separate account
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within the Common Debt Service Account is hereby established,
designated the "Series 1986A Improvement Bond Debt Service
Account." It is hereby pledged and there shall be credited to
such separate account (a) all accrued interest received from
the purchaser of the Bonds; (b) proceeds attributable to
capitalized interest in the amount of $156,000; (c) proceeds,
if any, in excess of $1,939,450; (d) all collections of special
assessments to be levied and either initially credited to the
Series 1986A Improvement Bonds Construction Account or
collected subsequent to the completion of the Improvements and
payment of the cost thereof; (e) all taxes levied for payment
of the Bonds; and (f) all funds remaining in the Series 1986A
Improvement Bonds Construction Account after completion of the
Improvements and payment of the cost thereof (not transferred
by the Council to the payment of the costs of any other
improvement). Such separate account shall be used solely to
pay principal and interest on the Bonds and any other general
obligation bonds of the Issuer heretofore or hereafter issued
by the Issuer and made payable from such separate account as
permitted by law. If moneys in such separate account should at
any time be insufficient to pay principal and interest due on
the Bonds, such amount shall be paid from the general fund of
the Issuer, which shall be reimbursed therefor when sufficient
money becomes available in such separate account. Any sums
from time to time held in such separate account (or any other
fund of the Issuer which will be used to pay principal or
interest to become due on the Bonds) in excess of amounts which
under Section 103(c) of the Internal Revenue Code (the Code),
and regulations promulgated thereunder, may be invested without
regard to yield, shall not be invested at a yield in excess of
applicable yield restrictions imposed by such provisions of the
Code and regulations.
4.02. special Assessments. The City hereby covenants and
agrees that, for the payment of the cost of Improvements, the
City will do and perform all acts and things necessary for the
final and valid levy of special assessments in an amount not
less than 20 percent of the cost of each of the Improvements,
and the City estimates that it will levy assessments in the
aggregate amount of $ 1,748,729 The principal of
said assessments shall be payable in equal, consecutive annual
installments, with interest on unpaid installments thereof from
time to time at the rate of at least 9.25 percent per annum.
It is presently estimated that the principal and interest on
such special assessments will be collected in the years and
amounts as follows:
Year Amount Year Amount Year Amount
1987 $307,666 1992 $224,362 1997 $141,297
1988 270,882 1993 212,731 1998 132,206
1989 259,252 1994 201,100 1999 123,115
. 1990 247,622 1995 189,468 2000 114,023
1991 235,990 1996 150,388 2001 78,570
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In the event that any such assessment shall at any time be held
invalid with respect to any lot or tract of land due to any
error, defect, or irregularity in any action or proceeding
taken or to be taken by the Issuer or by this Councilor by any
of the officers or employees of the Issuer, either in the
making of such assessment or in the performance of any
condition precedent thereto, the Issuer hereby covenants and
agrees that it will forthwith do all such further things and
take all such further proceedings as shall be required by law
to make such assessment a valid and binding lien upon said
property.
4.03. Tax Levy. In addition to said special assessments,
in order to produce aggregate amounts not less than five
percent in excess of the amounts needed to meet when due the
principal and interest payments on the Bonds, ad valorem taxes
shall be levied and collected on all taxable property in the
City in the following years and amounts:
Levy Year Collection Year Amount
. 1986 1987 $ -0-
1987 1988 -0-
1988 1989 -0-
1989 1990 4,562
1990 1991 10,374
1991 1992 12,598
1992 1993 14,524
1993 1994 16,159
1994 1995 12,250
1995 1996 13,676
1996 1997 16,016
1997 1998 16,445
1998 1999 16,758
1999 2000 16,955
2000 2001 11,788
2001 2002 17,642
said taxes shall be irrepealable so long as any of the Bonds
are outstanding and unpaid provided the Issuer reserves the
right to reduce said levies in accordance with the provisions
of Minnesota Statutes, Section 475.61. The Issuer also
recognizes and reaffirms its pledge of the full faith and
credit of the Issuer to the payment of the Bonds and, in the
event that said taxes and special assessments do not prove
sufficient to pay principal and interest on the Bonds, the
Issuer will promptly levy additional taxes as necessary for
. such payment without limitation as to rate or amount.
15.
.
.
.
Section 5. Miscellaneous.
5.01. Covenant With Respect to Changes in Federal Tax
Legislation. In the event that subsequent to the adoption of
this resolution, changes are enacted in the provisions of
federal law relating to the exclusion of interest payable on
the Bonds from gross income for federal income tax purposes and
such changes are applicable to the Bonds, the City hereby
covenants to use its best efforts to take action to meet such
changed requirements and restrictions to the extent that such
action is consistent with the proceedings authorizing issuance
and sale of the Bonds and applicable laws of the State of
Minnesota and to the extent that there is a reasonable period
of time in which to take such action.
5.02. Qualified Tax Exempt Obligations. For purposes of
Section 802 of the proposed Tax Reform Act of 1985 (H.R. 3838),
the Bonds are hereby designated as "qualified tax exempt
obligations." The Issuer represents and covenants that it does
not reasonably anticipate issuing bonds which would constitute
bonds within the definition of qualified tax exempt obligations
in an aggregate amount greater than $10,000,000 in 1986 and the
Bonds are not part of one or more issues with a common purpose,
the aggregate amount of which exceeds $3,000,000.
5.03. County Auditor Registration. The Clerk is directed
to file with the County Auditor of Sherburne County a certified
copy of this resolution, and obtain from the County Auditor a
certificate stating that the Bonds have been entered upon his
bond register and that the tax required by law has been levied.
5.04. Authentication of Transcript. The officers of the
Issuer and said County Auditor are authorized and directed to
prepare and furnish to the purchasers of the Bonds, and to bond
counsel, certified copies of all proceedings and records of the
Issuer relating to the authorization and issuance of the Bonds
and such other affidavits and certificates as may reasonably be
required to show the facts relating to the legality and
marketability of the Bonds as such facts appear from the
officers' books and records or are otherwise known to them.
All such certified copies, certificates, and affidavits,
including any heretofore furnished, shall be deemed
representations of the Issuer as to the correctness of all
statements contained therein.
5.05. Arbitrage.
(a) The Issuer covenants and agrees with the holders
from time to time of the Bonds 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 Bonds to become subject to taxation under
16.
,
.
.
.
the Code; and that it will take, or 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.
The Code as used herein includes the Code and
all regulations adopted thereunder.
(b)
The Mayor and the City Clerk-Administrator,
being officers of the City charged with the
responsibility for issuing the Bonds pursuant to
this Resolution, are authorized and directed to
execute and deliver to the Purchaser a
certification in order to satisfy the provisions
of Section 103(c) of the Code and the
regulations promulgated thereunder.
The motion for the adoption of the foregoing resolution was
duly seconded by Member
and upon vote being
Gunkel
taken thereon, the following voted in favor thereof: All
members
and the following voted against the same:
None
whereupon said resolution was declared duly passed and adopted.
SBS:BA5
17.
SPRINGSTED INCORPORATED
.~~
Public Finance Advisors
85 East Seventh Place, SUite 100
Saint Paul. Minnesota 55101.2143
612.223.3000
$1,975,000
CITY OF ELK RIVER, MINNESOTA
GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 1986A
AWARD: ALLISON-WILLIAMS COMPANY
AMERICAN NATIONAL BANK SAINT PAUL
NORWEST INVESTMENT SERVICES, INCORPORATED
And Associates
SALE: July 21, 1986 Moody's Rating: Baa I
Interest Net Interest
Bidder Rates Price Cost & Rate
ALLISON-WILLIAMS COMPANY 5.25% 1988 $1,940,437.50 $1,266,890.00
AMERICAN NATIONAL BANK 5.60% 1989 (7.4490%)
SAINT PAUL 5.90% 1990
NOR WEST INVESTMENT SERVICES, 6.20% 199\
. INCORPORA TED 6.40% 1992
Miller Securities, Incorporated 6.60% \993
Moore, Juran and Company, 6.80% \994
Incorporated 7.00% 1995
7.20% 1996
7 .40% \997
7 . 50% \998
7 . 60% 1999
7 .70% 2000
7 .80% 200 \-2003
MERRILL LYNCH CAPITAL MARKETS 5.50% 1988 $1 ,940,931 .25 $1,27\ ,003.75
CRONIN & COMPANY, INCORPORATED 5.80% 1989 (7.473\ %)
Miller & Schroeder Financial, 6.00% 1990
Incorporated 6.20% 1991
6.40% \992
6.60% \993
6.80% 1994
7.00% 1995
7.20% \996
7.40% \997
7 .60% \999
7 .70% 2000
7 .80% 2001
7 .90% 2002-2003
. FIRST BANK MINNEAPOLIS 6.75% 1988-\994 $\,939,450.00 $\,274,228.75
THE FIRST NATIONAL BANK OF 6.90% 1995 (7.492\ %)
SAINT PAUL 7.10% 1996
Dougherty, Dawkins, Strand & Yost,
Incorporated
First National Bank of Elk River
- In Association With-
DAIN BOSWORTH INCORPORATED
Dean Witter Reynolds Incorporated
PIPER, JAFFRA Y & HOPWOOD
INCORPORA TED
PAINEWEBBER INCORPORATED
Juran & Moody, Incorporated
Summit Investment Corporation
Robert W. Baird, & Company,
Incorporated
7.25% 1997
7.40% 1998
7 . 50% 1999
7 . 60% 2000
7.70% 2001
7.75% 2002
7 . 80% 2003
5.25%
5.75%
6.00%
6.25%
6. 50%
6.70%
6.90%
7.10%
7 .20%
7.40%
7.60%
7 . 70%
7.80%
7 . 90%
1988
1989
990
991
992
993
994
995
996
997
998
999
2000-2001
2002-2003
.
$1,943,400.00
$1,276,426.25
(7.5050%)
-----------------------------.--------------------------------------------------------------------------------
These Bonds are being reoffered at Par.
BBl.: 7.45
Average Maturity: 8.61 Year.
.