2001-42CEXTRACT OF MINUTES OF A MEETING OF THE
CITY COUNCIL OF THE CITY OF
CHANHASSEN, MINNESOTA
HELD: June 25, 2001
Pursuant to due call and notice thereof, a regular meeting of the City Council of
the City of Chanhassen, Carver and Hennepin Counties, Minnesota, was duly held at the City
Hall in said City on Monday, the 25th day of June, 2001, at 7:00 P.M., for the purpose, in part, of
considering proposals for, and awarding the sale of, $515,000 General Obligation Equipment
Certificates, Series 2001C of the City.
The following members were present: Mayor Linda Jansen and Council
Members Bob Ayotte, Peterson and Labatt
and the following were absent: None
Member Peterson introduced the following resolution and moved its adoption:
RESOLUTION NO. 2001-42C
RESOLUTION PROVIDING FOR THE ISSUANCE AND -
SALE OF $515,000 GENERAL OBLIGATION EQUIPMENT
CERTIFICATES, SERIES 2001C, AND LEVYING A TAX
FOR THE PAYMENT THEREOF
A. WHEREAS, the City of Chanhassen, Minnesota (the "City"), has
heretofore determined and declared that it is necessary and expedient to issue $515,000 General
Obligation Equipment Certificates, Series 2001C of the City (the "Certificates"), pursuant to
Minnesota Statutes, Chapter 475 and Minnesota Statutes, Section 412.301, to finance the
purchase of various equipment for the City (the "Project"); and
B. WHEREAS, each item of equipment to be financed by the Certificates has
an expected useful life at least as long as the term of the Certificates; and
C. WHEREAS, the principal amount of the Certificates does not exceed
0.25% of the market value of the City; and
D. WHEREAS, on May 14, 2001, the City Council adopted a resolution (the
"Preliminary Resolution"), which provided for the Sale of the Bonds; and
F. WHEREAS, proposals to purchase the Bonds have been solicited by
Ehlers and Associates, Inc., in Roseville, Minnesota CEhlers") in accordance with the
Preliminary Resolution; and
1301863vl
F. WHEREAS, the proposals set forth on Exhibit A attached hereto were
received pursuant to the Terms of Proposal established for the Bonds by the Acting City
Manager, or designee, at the City Hall at 2:00 P.M., Central Time, this same day; and
G. WHEREAS, it is in the best interests of the City that the Certificates be
issued in book-entry form as hereinafter provided; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Chanhassen, Minnesota, as follows:
1. Acceptance of Proposal. The proposal of U.S. Bancorp Piper Jaffray (the
"Purchaser"), to purchase the Bonds of the City (or individually, a "Bond"), in accordance with
the Terms of Proposal established for the Bonds, at the rates of interest hereinafter set forth, and
to pay therefor the sum of $508,562.50, plus interest accrued to settlement, is hereby found,
determined and declared to be the most favorable proposal received and is hereby accepted, and
the Bonds are hereby awarded to said proposal maker. The Acting City Manager is directed to
retain the deposit of said proposal maker and to forthwith return, to the unsuccessful proposal
makers their good faith checks or drafts.
2. Certificate Terms.
(a) Title; Original Issue Date; Denominations; Maturities; Term Bond Option. The
Certificates shall be titled "General Obligation Equipment Certificates, Series 200 lC", shall be
dated July I5, 200I, as the date of original issue and shall be issued forthwith on or after such
date as fully registered cartificates. The Certificates shall be numbered from R-1 upward in the
denomination of $5,000 each or in any integral multiple thereof of a single maturity (the
"Authorized Denominations"). The Certificates shall mature, without option of prepayment, on
February i in the years and amounts as follows:
Year Amount Year Amount
2003 $120,000 2005 $130,000
2004 125,000 2006 140,000
All dates are inclusive.
As may be requested by the Purchaser, one or more term Bonds may be issued having
mandatory sinking fund redemption and final maturity amounts conforming to the foregoing
principal repayment schedule, and corresponding additions may be made to the provisions of the
applicable Bond(s).
(b) Book Entry Only System. The Depository Trust Company, a limited purpose
trust company organized under the laws of the State of New York or any of its successors or its
successors to its functions hereunder (the "Depository") will act as securities depository for the
Certificates, and to this end:
(i) The Certificates shall be initially issued and, so long as they remain in
book entry form only (the "Book Entry Only Period"), shall at all times be in the form of
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a separate single fully registered Certificate for each maturity of the Crertificates; and for
purposes of complying with this requirement under paragraphs 5 and 10 Authorized
Denominations for any Certificate shall be deemed to be limited during the Book Entry
Only Period to the outstanding principal amount of that Certificate.
(ii) Upon initial issuance, ownership of the Certificates shall be registered in a
bond register maintained by the Registrar (as hereinafter defined) in the name of CEDE
& CO., as the nominee (it or any nominee of the existing or a successor Depository, the
"Nominee").
(iii) With respect to the Certificates neither the City nor the Registrar shall
have any responsibility or obligation to any broker, dealer, bank, or any other financial
institution for which the Depository holds Certificates as securities depository (the
"Participant") or the person for which a Participant holds an interest in the Certificates
shown on the books and records of the Participant (the "Beneficial Owner"). Without
limiting the immediately preceding sentence, neither the City, nor the Registrar, shall
have any such responsibility or obligation with respect to (A) the accuracy of the records
of the Depository, the Nominee or any Participant with respect to any ownership interest
in the Certificates, or (B) the delivery to any Participant, any Owner or any other person,
other than the Depository, of any notice with respect to the Certificates, including any
notice of redemption, or (C) the payment to any Participant, any Beneficial Owner or any
other person, other than the Depository, of any amount with respect to the principal of or
premium, if any, or interest on the Certificates, or (D) the consent given or other action
taken by the Depository as the Register Holder of any Certificates (the "Holder"). For
purposes of securing the vote or consent of any Holder under this Resolution, the City
may, however, rely upon an omnibus proxy under which the Depository assigns its
consenting or voting rights to certain Participants to whose accounts the Certificates are
credited on the record date identified in a listing attached to the omnibus proxy.
(iv) The City and the Registrar may treat as and deem the Depository to be the
absolute owner of the Certificates for the purpose of payment of the principal of and
premium, if any, and interest on the Certificates, for the purpose of giving notices of
redemption and other matters with respect to the Certificates, for the purpose of obtaining
any consent or other action to be taken by Holders for the purpose of registering transfers
with respect to such Certificates, and for all purpose whatsoever. The Registrar, as
paying agent hereunder, shall pay all principal of and premium, if any, and interest on the
Certificates only to or upon the Holder of the Holders of the Certificates as shown on the
bond register, and all such payments shall be valid and effective to fully satisfy and
discharge the City's obligations with respect to the principal of and premium, if any, and
interest on the Certificates to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Registrar of written notice to the
effect that the Depository has determined to substitute a new Nominee in place of the
existing Nominee, and subject to the transfer provisions in paragraph 10 hereof,
references to the Nominee hereunder shall refer to such new Nominee.
1501863vl 3
(vi) So long as any Certificate is registered in the name of a Nominee, all
payments with respect to the principal of and premium, if any, and interest on such
Certificate and all notices with respect to such Certificate shall be made and given,
respectively, by the Registrar or City, as the case may be, to the Depository as provided
in the Letter of Representations to the Depository required by the Depository as a
condition to its acting as book-entry Depository for the Certificates (said Letter of
Representations, together with any replacement thereof or amendment or substitute
thereto, including any standard procedures or policies referenced therein or applicable
thereto respecting the procedures and other matters relating to the Depository's role as
book-entry Depository for the Certificates, collectively hereinafter referred to as the
"Letter of Representations").
(vii) Ail transfers of beneficial ownership interests in each Certificate issued in
book-entry form shall be limited in principal amount to Authorized Denominations and
shall be effected by procedures by the Depository with the Participants for recording and
transferring the ownership of beneficial interests in such Certificates.
(viii) In connection with any notice or other communication to be proyided to
the Holders pursuant to this Resolution by the City or Registrar with respect to any
consent or other action to be taken by Holders, the Depository shall consider the date of
receipt of notice requesting such consent or other action as the record date for such
consent or other action; provided, that the City or the Registrar may establish a special
record date for such consent or other action. The City or the Registrar shall, to the extent
possible, give the Depository notice of such special record date not less than 15 calendar
days in advance of such special record date to the extent possible.
(ix) Any successor Registrar in its written acceptance of its duties under this
Resolution and any paying agency/bond registrar agreement, shall agree to take any
actions necessary from time to time to comply with the requirements of the Letter of
Representations.
(c) Termination of Book-Entry Only System. Discontinuance of a particular
Depository's services and termination of the book-entry only system may be effected as follows:
(i) The Depository may determine to discontinue providing its services with
respect to the Certificates at any time by giving written notice to the City and discharging
its responsibilities with respect thereto under applicable law. The City may terminate the
services of the Depository with respect to the Certificate if it determines that the
Depository is no longer able to carry out its functions as securities depository or the
continuation of the system of book-entry transfers through the Depository is not in the
best interests of the City or the Beneficial Owners.
(ii) Upon termination of the services of the Depository as provided in the
preceding paragraph, and if no substitute securities depository is willing to undertake the
functions of the Depository hereunder can be found which, in the opinion of the City, is
willing and able to assume such functions upon reasonable or customary terms, or if the
City determines that it is in the best interests of the City or the Beneficial Owners of the
1301863vl 4
Certificate that the Beneficial Owners be able to obtain certificates for the Certificates,
the Certificates shall no longer be registered as being registered in the bond register in the
name of the Nominee, but may be registered in whatever name or names the Holder of
the Certificates shall designate at that time, in accordance with paragraph 10 hereof. To
the extent that the Beneficial Owners are designated as the transferee by the Holders, in
accordance with paragraph 10 hereof, the Certificates will be delivered to the Beneficial
Owners.
(iii) Nothing in this subparagraph (c) shall limit or restrict'the provisions of
paragraph 10 hereof.
(d) Letter of Representations. The provisions in the Letter of Representations are
incorporated herein by reference and made a part of the resolution, and if and to the extent any
such provisions are inconsistent with the other provisions of this resolution, the provisions in the
Letter of Representations shall control.
3. Purpose. The Certificates shall provide funds to finance theProject. The
total cost of the Project, which shall include all costs enumerated in Minnesota Statutes, Section
475.65, is estimated to be at least equal to the amount of the Certificates.
4. Interest. The Certificates shall bear interest payable semiannually on
February 1 and August 1 of each year (each, an "Interest Payment Date"), commencing February
1, 2002, calculated on the basis of a 360-day year of twelve 30-day months, at the respective
rates per annum set forth opposite the maturity years as follows:
Maturity Interest Maturity Interest
Year --- Rate Year Rate
2003 3.20 % 2005 3.60 %
2004 3.40 % 2006 3.80 %
5. No Redemption. The Certificates shall not be subject to redemption and
prepayment prior to their maturity.
6. Registrar. U.S. Bank Trust National Association, in St. Paul, Minnesota,
is appointed to act as registrar and transfer agent with respect to the Certificates (the "Registrar"),
and shall do so unless and until a successor Registrar is duly appointed, all pursuant to any
contract the City and Registrar shall execute which is consistent herewith. The Registrar shall
also serve as paying agent unless and until a successor paying agent is duly appointed. Principal
and interest on the Certificates shall be paid to the registered holders (or record holders) of the
Certificates in the manner set forth in the form of Certificate and paragraph 12 of this resolution.
7. Form of Certificate. The Certificates, together with the Registrar's
Certificate of Authentication, the form of Assignment and the registration information thereon,
shall be in substantially the following form:
1301863vl 5
UNITED STATES OF AMERICA
STATE OF MINNESOTA
CARVER AND HENNEPIN COUNTIES
CITY OF CHANHASSEN
GENERAL OBLIGATION EQUIPMENT
CERTIFICATES, SERIES 2001C
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
JULY 15, 2001
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of Chanhassen,
Carver and Hennepin Counties, Minnesota (the "Issuer"), certifies that it is indebted and for
value received promises to pay to the registered owner specified above, or registered assigns,
without option of prepayment, in the manner hereinafter set forth, the principal amount specified
above, on the maturity date specified above, and to pay interest thereon semiannually on
February 1 and August 1 of each year (each, an "Interest Payment Date"), commencing February
1, 2002, at the rate per annum specified above (calculated on the basis of a 360-day year of
twelve 30-day months) until the principal sum is paid or has been provided for. This Certificate
will bear interest from the most recerit Interest Payment Date to which interest has been paid or,
if no interest has been paid, from the date of original issue hereof. The principal of and
premium, if any, on this Certificate are payable upon presentation and surrender hereof at the
principal office of U.S. Bank Trust National Association, in St. Paul, Minnesota (the
"Registrar"), acting as paying agent, or any successor paying agent duly appointed by the Issuer.
Interest on this Certificate will be paid on each Interest Payment Date by check or draft mailed to
the person in whose name this Certificate is registered (the "Holder") on the registration books of
the Issuer maintained by the Registrar and at the address appearing thereon at the close of
business on the fifteenth day of the calendar month next preceding such Interest Payment Date
(the "Regular Record Date"). Any interest not so timely paid shall cease to be payable to the
person who is the Holder hereof as of the Regular Record Date, and shall be payable to the
person who is the Holder hereof at the close of business on a date (the "Special Record Date")
fixed by the Registrar whenever money becomes available for payment of the defaulted interest.
Notice of the Special Record Date shall be given, to Holders not less than ten days prior to the
Special Record Date. The principal of and premium, if any, and interest on this Certificate are
payable in lawful money of the United States of America. [So long as this Certificate is
registered in the name of the Depository or its Nominee as provided in the Resolution
hereinafter described, and as those terms are defined therein, payment of principal of,
premium, if any, and interest on this Certificate and notice with respect thereto shall be
1301863v! 6
made as provided in the Letter of Representations, as defined in the Resolution. Until
termination of the book-entry only system pursuant to the Resolution, Certificates may
only be registered in the name of the Depository or its Nominee.]*
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF
THIS CERTIFICATE SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS
SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET FORTH HERE.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions and things
required by the Constitution, laws of the State of Minnesota to be done, to happen and to be
performed, precedent to and in the issuance of this Certificate, have been done, have happened
and have been performed, in regular and due form, time and manner as required by law, and that
this Certificate, together with all other debts of the Issuer outstanding on the date of original
issue hereof and the date of its issuance and delivery to the original purchaser, does not exceed
any constitutional or statutory limitation of indebtedness.
* Include only until termination of the book-entry only system under paragraph 2
hereof.
1301863vl 7
IN WITNESS WHEREOF, the City of Chanhassen, Carver and Hennepin
Counties, Minnesota, by its City Council has caused this Certificate to be executed on its behalf
by the facsimile signatures of its Mayor and its Acting City Manager, the corporate seal of the
Issuer having been intentionally omitted as permitted by law.
Date of Registration:
Registrable by: U.S. BANK TRUST
NATIONAL ASSOCIATION
Payable at:
U.S. BANK TRUST NATIONAL
ASSOCIATION
REGISTRAR'S CERTIFICATE OF
AUTHENTICATION
This Certificate is one of the
Certificates described in the
Resolution mentioned within.
CITY OF CHANHASSEN,
CARVER AND HENNEPIN COUNTIES,
MINNESOTA
/s/ Facsimile
Mayor
U.S. BANK TRUST NATIONAL
ASSOCIATION,
St. Paul, Minnesota
Registrar
/s/ Facsimile
Acting City Manager
By
Authorized Signature
1301863vl 8
ON REVERSE OF CERTIFICATE
No Redemption. The Certificates of this issue (the "Certificates") are not subject
to redemption and prepayment prior to their maturity.
Issuance; Purpose; General Obligation. This Certificate is one of an issue in the
total principal amount of $515,000, all of like date of original issue and tenor, except as to
number, maturity, interest rate and denomination, which Certificate has been issued pursuant to
and in full conformity with the Constitution and laws of the State of Minnesota and pursuant to a
resolution adopted by the City Council of the Issuer on June 25, 2001 (the "Resolution"), for the
purpose of providing money to finance the purchase of various equipment for the Issuer. This
Certificate is payable out of the General Obligation Equipment Certificates, Series 2001C Fund
of the Issuer. This Certificate constitutes a general obligation of the Issuer, and to provide
moneys for the prompt and full payment of its principal, premium, if any, and interest when the
same become due, the full faith and credit and taxing powers of the Issuer have been and are
hereby irrevocably pledged.
Denominations; Exchange; Resolution. The Certificates are issuable solely as
fully registered certificates in Authorized Denominations (as defined in the Resolution) and are
exchangeable for fully registered Certificates of other Authorized Denominations in equal
aggregate principal amounts at the principal office of the Registrar, but only in the manner and -
subject to the limitations provided in the Resolution. Reference is hereby made to the Resolution
for a description of the rights and duties of the Registrar. Copies of the Resolution are on file in
the principal office of the Registrar.
Transfer. This Certificate is transferable by the Holder in person or by his, her or
its attorney duly authorized in writing at the principal office of the Registrar upon presentation
and surrender hereof to the Registrar, all subject to the terms and conditions provided in the
Resolution and to reasonable regulations of the Issuer contained in any agreement with the
Registrar. Thereupon the Issuer shall execute and the Registrar shall authenticate and deliver, in
exchange for this Certificate, one or more new fully registered Certificates in the name of the
transferee (but not registered in blank or to "bearer" or similar designation), of an Authorized
Denomination or Denominations, in aggregate principal amount equal to the principal amount of
this Certificate, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss. The Registrar may require payment of a sum
sufficient to cover any tax or other governmental charge payable in connection with the transfer
or exchange of this Certificate and any legal or unusual costs regarding transfers and lost
Certificates.
Treatment of Registered Owners. The Issuer and Registrar may treat the person
in whose name this Certificate is registered as the owner hereof for the purpose of receiving
payment as herein provided (except as otherwise provided on the reverse side hereof with respect
to the Record Date) and for all other purposes, whether or not this Certificate shall be overdue,
and neither the Issuer nor the Registrar shall be affected by notice to the contrary.
Authentication. This Certificate shall not be valid or become obligatory for any
purpose or be entitled to any security unless the Certificate of Authentication hereon shall have
been executed by the Registrar.
Oualified Tax-Exempt Obligation. This Certificate has been designated by the
Issuer as a "qualified tax-exempt obligation" for purposes of Section 265(b)(3) of the Internal
Revenue Code of 1986, as amended.
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Certificate,
shall be construed as though they were written out in full according to applicable laws or
regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship
and not as tenants in common
UTMA - as custodian for
(Cust)
under the
(State)
Transfers to Minors Act
(Minor)
Uniform
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 Certificate and does
hereby irrevocably constitute and appoint attorney to transfer the
Certificate on the books kept for the registration thereof, with full power of substitution in the
premises.
Dated:
Notice:
The assignor's signature to this assignment must
correspond with the name as it appears upon the
face of the within Certificate in every particular,
without alteration or any change whatever.
Signature Guaranteed:
Signature(s) must be guaranteed by a national bank or trust company or by a brokerage firm
having a membership in one of the major stock exchanges or any other "Eligible Guarantor
Institution" as defined in 17 CFR 240.17 Ad-15(a)(2).
The Registrar will not effect transfer of this Certificate unless the information concerning
the transferee requested below is provided.
Name and Address:
(Include information for all joint owners
if the Certificate is held by joint account.)
15ote63vt 1 1
8. Execution; Temporary Certificates. The Certificates shall be pi-inted (or,
at the request of the Purchaser, typewritten) and shall be executed on behalf of the City by the
signatures of its Mayor and Acting City Manager and be sealed with the seal of the City;
provided, however, that the seal of the City may be a printed (or, at the request of the Purchaser,
photocopied) facsimile; and provided further that both of such signatures may be printed (or, at
the request of the Purchaser, photocopied) facsimiles and the corporate seal may be omitted on
the Certificates as permitted by law. In the event.of disability or resignation or other absence of
either such officer, the Certificates may be signed by the manual or facsimile signature of that
officer who may act on behalf of such absent or disabled officer. In case either such officer
whose signature or facsimile of whose signature shall appear on the Certificates shall cease to be
such officer before the delivery of the Certificates, such signature or facsimile shall nevertheless
be valid and sufficient for all purposes, the same as if he or she had remained in office until
delivery. The City may elect to deliver, in lieu of printed definitive certificates, one or more
typewritten temporary certificates in substantially the form set forth above, with such changes as
may be necessary to reflect more than one maturity in a single temporary certificate. Such
temporary certificates may be executed with photocopied facsimile signatures of the Mayor and
Acting City Manager. Such temporary certificates shall, upon the printing of the definitive
certificates and the execution thereof, be exchanged therefor and canceled.
9. Authentication. No Certificate shall be valid or obligatory for any purpose
or be entitled to any security or benefit under this resolution unless a Certificate of
Authentication on such Certificate, substantially in the form hereinabove set forth, shall have
been duly executed by an authorized representative of the Registrar. Certificates of
Authentication on different Certificates need not be signed by the same person. The Registrar
.shall authenticate the signatures of officers of the City on each Certificate by execution of the
Certificate of Authentication on the Certificate and by inserting as the date of registration in the
space provided the date on which the Certificate is authenticated, except that for purposes of
delivering the original Certificates to the Purchaser, the Registrar shall insert as a date of
registration the date of original issue, which date is July 15, 2001. The Certificate of
Authentication so executed on each Certificate shall be conclusive evidence that it has been
authenticated and delivered under this resolution.
10. Registration; Transfer; Exchange. The City will cause to be kept at the
principal office of the Registrar a certificate register in which, subject to such reasonable
regulations as the Registrar may prescribe, the Registrar shall provide for the registration of
Certificates and the registration of transfers of Certificates entitled to be registered or transferred
as herein provided.
Upon surrender for transfer of any Certificate at the principal office of the
Registrar, the City shall execute (if necessary), and the Registrar shall authenticate, insert the
date of registration (as provided in paragraph 9) of, and deliver, in the name of the designated
transferee or transferees, one or more new Certificates of any Authorized Denomination or
Denominations of a like aggregate principal amount, having the same stated maturity and interest
rate, as requested by the transferor; provided, however, that no Certificate may be registered in
blank or in the name of "bearer" or similar designation.
t3o~so3,,i 12
At the option of the Holder, Certificates may be exchanged for Certificates of any
Authorized Denomination or Denominations of a like aggregate principal amount and stated
maturity, upon surrender of the Certificates to be exchanged at the principal office of the
Registrar. Whenever any Certificates are so surrendered for exchange, the City shall execute (if
necessary), and the Registrar shall authenticate, insert the date of registration of, and deliver the
Certificates which the Holder making the exchange is entitled to receive.
All Certificates surrendered upon any exchange or transfer provided for in this
resolution shall be promptly canceled by the Registrar and thereafter disposed of as directed by
the City.
All Certificates delivered in exchange for or upon transfer of Certificates shall be
valid general obligations of the City evidencing the same debt, and entitled to the same benefits
under this resolution, as the Certificates surrendered for such exchange or transfer.
Every Certificate presented or surrendered for transfer or exchange shall be duly
endorsed or be accompanied by a written instrument of transfer, in form satisfactory to the
Registrar, duly executed by the Holder thereof or his, her or its attorney duly authorized in
writing.
The Registrar may require payment of a sum sufficient to cover any tax or other
governmental charge payable in connection with the transfer or exchange of any Certificate and
any legal or unusual costs regarding transfers and lost Certificates.
Transfers shall also be subject to reasonable regulations of the City contained in
any agreement with the Registrar, including regulations which permit the Registrar to close its
transfer books between record dates and payment dates. The Acting City Manager is hereby
authorized to negotiate and execute the terms of said agreement.
1 i. Rights Upon Transfer-or Exchange. Each Certificate delivered upon
transfer of or in exchange for or in lieu of any other Certificate shall carry all the rights to
interest accrued and unpaid, and to accrue, which were carried by such other Certificate.
12. Interest Payment; Record Date. Interest on any Certificate shall be paid
on each Interest Payment Date by check or draft mailed to the person in whose name the
Certificate is registered (the "Holder") on the registration books of the City maintained by the
Registrar and at the address appearing thereon at the close of business on the fifteenth (15th) day
of the calendar month next preceding such Interest Payment Date (the "Regular Record Date").
Any such interest not so timely paid shall cease to be payable to the person who is the Holder
thereof as of the Regular Record Date, and shall be payable to the person who is the Holder
thereof at the close of business on a date (the "Special Record Date") fixed by the Registrar
whenever money becomes available for payment of the defaulted interest. Notice of the Special
Record Date shall be given by the Registrar to the Holders not less than ten (10) days prior to the
Special Record Date.
13. Treatment of R~egistered Owner. The City and Registrar may treat the
person in whose name any Certificate is registered as the owner of such Certificate for the
purpose of receiving payment of principal of and premium, if any, and interest (subject to the
t3o~sa~vt 13
payment provisions in paragraph 12 above) on, such Certificate and for all other purposes
whatsoever whether or not such Certificate shall be overdue, and neither the City nor the
Registrar shall be affected by notice to the contrary.
14. Delivery; Application of Proceeds. The Certificates when so prepared and
executed shall be delivered by the Finance Director to the Purchaser upon receipt of the purchase
price, and the Purchaser shall not be obliged to see to the proper application thereof.
15. Fund and Accounts. There is hereby created a special fund to be
designated the "General Obligation Equipment Certificates, Series 2001C Fund" (the "Fund") to
be administered and maintained by the Finance Director as a bookkeeping account separate and
apart from all other funds maintained in the official financial records of the City. The Fund shall
be maintained in the manner herein specified until all of the Certificates and the interest thereon
have been fully paid. There shall be maintained in the Fund two (2) separate accounts, to be
designated the "Capital Account" and "Debt Service Account", respectively.
(a) Capital Account. To the Capital Account there shall be credited the proceeds of
the sale of the Certificates, less accrued interest received thereon, and less any amount paid for
the Certificates in excess of $508,562, less capitalized interest in the amount of $9,647.50
(together with interest earnings thereon and subject to such other adjustments as are appropriate
to provide sufficient funds to pay interest due on the Certificates on or before February 1, 2002).
From the Capital Account there shall be paid all costs and expenses of the acquisition of the
Equipment including all costs incurred and to be incurred of the kind authorized in Minnesota
Statutes, Section 475.65; and the moneys in said account shall be used for no other purpose
except as otherwise provided by law; provided that the proceeds of the Certificates may also be
used to the extent necessary to pay interest on the Certificates due prior to the anticipated date of
commencement of the collection of taxes herein levied.
(b) Debt Service Account. There are hereby irrevocably appropriated and pledged to,
and there shall be credited to, the Debt Service Account: (i) all accrued interest received upon
delivery of the Certificates; (ii) all funds paid for the Certificates in excess of $508,562; (iii)
capitalized interest in the amount of $9,747.50 (together with interest earnings thereon and
subject to such other adjustments as are appropriate to provide sufficient funds to pay interest
due on the Certificates on or before February 1, 2002); (iv) any collections of all taxes herein or
hereafter levied for the payment of the Certificates and interest thereon; (v) all funds remaining
in the Capital Account after the payment of all costs of the Project; (vi) all investment earnings
on funds held in the Debt Service Account; and (vii) any and all other moneys which are
properly available and are appropriated by the governing body of the City to the Debt Service
Account. The Debt Service Account shall be used solely to pay the principal and interest of the
Certificates and any other general obligation certificates of the City hereafter issued by the City
and made payable from said account as provided by law.
No portion of the proceeds of the Certificates shall be used directly or indirectly to
acquire higher yielding investments or to replace funds which were used directly or indirectly to
acquire higher yielding investments, except (1) for a reasonable temporary period until such
proceeds are needed for the purpose for which the Certificates were issued and (2) in addition to
the above in an amount not greater than the lesser of five percent (5%) of the proceeds of the
tJo~oJ~t 14
Certificates or $100,000. To this effect, any proceeds of the Certificates and any sums from time
to time held in the Capital Account or Debt Service Account (or any other City account which
will be used to pay principal or interest to become due on the certificates payable therefrom) in
excess of amounts which under then-applicable federal arbitrage regulations may be invested
without regard to yield shall not be invested at a yield in excess of the applicable yield
restrictions imposed by said arbitrage regulations on such investments after taking into account
any applicable "temporary periods" or "minor portion" made available under the federal arbitrage
regulations. Money in the Fund shall not be invested in obligations or deposits issued by,
guaranteed by or insured by the United States or any agency or instrumentality thereof if and to
the extent that such investment would cause the Certificates to be "federally guaranteed" within
the meaning of Section 149(b) of the Internal Revenue Code of 1986, as amended (the "Code").
16. Tax Levy; Coverage Test. To provide moneys for payment of the
principal and interest on the Certificates there is hereby levied upon all of the taxable property in
the City a direct annual ad valorem tax which shall be spread upon the tax rolls and collected
with and as part of other general property taxes in the City for the years and in the amounts as
follows:
Year of Tax Levy
Year of Tax Collection
Amount
See EXHIBIT B $
The tax levies are such that if collected in full they, together with other revenues
herein pledged for the payment of the Certificates, will produce at least five percent (5%) in
excess of the amount needed to meet when due the principal and interest payments on the
Certificates. The tax levies shall be irrepealable so long as any of the Certificates are
outstanding and unpaid, provided that the City reserves the right and power to reduce the levies
in the manner and to the extent permitted by Minnesota Statutes, Section 475.61, Subdivision 3.
17. Defeasance. When all Certificates have been discharged as provided in
this paragraph, all pledges, covenants and other rights granted by this resolution to the registered
holders of the Certificates shall cease. The City may discharge its obligations with respect to any
Certificates which are due on any date by irrevocably depositing with the Registrar on or before
that date a sum sufficient for the payment thereof in full; or if any Certificate 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 to the date of such deposit. The City may also
at any time discharge its obligations with respect to any Certificates, subject to the provisions of
law now or hereafter authorizing and regulating such action, by depositing irrevocably in escrow,
with a suitable banking institution qualified by law as an escrow agent for this purpose, cash or
securities described in Minnesota Statutes, Section 475.67, Subdivision 8, bearing interest
payable at such times and at such rates and maturing on such dates as shall be required, subject
to sale and/or reinvestment, to pay all amounts to become due thereon to maturity.
1301863vl 15
18. General Obligation Pledge. For the prompt and full payment of the
principal and interest on the Certificates, as the same respectively become due, the full faith,
credit and taxing powers of the City shall be and are hereby irrevocably pledged. If the balance
in the Debt Service Account is ever insufficient to pay all principal and interest then due on the
Certificates and any other certificates payable therefrom, the deficiency shall be promptly paid
out of any other funds of the City which are available for such purpose, and such other funds
may be reimbursed with or without interest from the Debt Service Account when a sufficient
balance is available therein.
19. Continuing Disclosure. The City is the sole obligated person with respect
to the Certificates. The City hereby agrees, in accordance with the provisions of Rule 15c2-12
(the "Rule"), promulgated by the Securities and Exchange Commission (the "Commission")
pursuant to the Securities Exchange Act of 1934, as amended, and a Continuing Disclosure
Undertaking (the "Undertaking") hereinafter described to:
(a) Provide or cause to be provided to each nationally recognized municipal securities
information repository ("NRMSIR") and to the appropriate state information depository ("SID"),
if any, for the State of Minnesota, in each case as designated by the Commission in accordance
with the Rule, certain annual financial information and operating data in accordance with the
Undertaking. The City reserves the right to modify from time to time the terms of the
Undertaking as provided therein.
(b) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR or to the
Municipal Securities Rulemaking Board ("MSRB") and (ii) the SID, notice of the occurrence of
certain material events with respect to the Certificates in accordance with the Undertaking.
(c) Provide or cause to be provided, in a timely manner, to (i) each NRMSIR or to the
MSRB and (ii) the SID, notice of a failure by the City to provide the annual financial information
with respect to the City described in the Undertaking.
(d) The City agrees that its covenants pursuant to the Rule set forth in this paragraph
20 and in the Undertaking is intended to be for the benefit of the Holders of the Certificates and
shall be enforceable on behalf of such Holders; provided that the right to enforce the provisions
of these covenants shall be limited to a right to obtain specific enforcement of the City's
obligations under the covenants.
The Mayor and Acting City Manager of the City, or any other officer of the City
authorized to act in their place with "Officers" are hereby authorized and directed to execute on
behalf of the City the Undertaking in substantially the form presented to the City Council subject
to such modifications thereof or additions thereto as are (i) consistent with the requirements
under the Rule, (ii) required by the Purchaser of the Certificates, and (iii) acceptable to the
Officers.
20. Certificates of Registration. The Acting City Manager is hereby directed
to file a certified copy of this resolution with the County Auditor of Carver and Hennepin
Counties, Minnesota, together with such other information as he or she shall require, and to
~o~s63v~ 16
obtain from the County Auditors their certificates that the Certificates have been entered in each
of the County Auditor's Registers, and that the tax levy required by law has been made.
2 I. Records and Certificates. The officers of the City are hereby authorized
and directed to prepare and furnish to the Purchaser, and to the attorneys approving the legality
of the issuance of the Certificates, certified copies of all proceedings and records of the City
relating to the Certificates and to the financial condition and affairs of the City, and such other
affidavits, certificates and information as are required to show the facts relating to the legality
and marketability of the Certificates as the same appear from the books and records under their
custody and control or as otherwise known to them, and all such certified copies, certificates and
affidavits, including any heretofore furnished, shall be deemed representations of the City as to
the facts recited therein.
22. Compliance with Reimbursement Bond Regulations. The provisions of
this paragraph are intended to establish and provide for the City's compliance with United States
Treasury Regulations Section I. 150-2 (the "Reimbursement Regulations") applicable to the
"reimbursement proceeds" of the Certificates, being those portions thereof which will be used by
the City to reimburse itself for any expenditure which the City paid or will have paid prior to the
Closing Date (a "Reimbursement Expenditure").
The City hereby certifies and/or covenants as follows:
(a)
Not later than 60 days after the date of payment of a Reimbursement Expenditure,
the City (or person designated to do so on behalf of the City) has made or will
have made a written declaration of the City's official intent (a "Declaration")
which effectively (i) states the City's reasonable expectation to reimburse itself for
the payment of the Reimbursement Expenditure out of the proceeds of a
subsequent borrowing; (ii) gives a general and functional description of the
property, project or program to which the Declaration relates and for which the
Reimbursement Expenditure is paid, or identifies a specific fund or account of the
City and the general functional purpose thereof from which the Reimbursement
Expenditure was to be paid (collectively the "Project"); and (iii) states the
maximum principal amount of debt expected to be issued by the City for the
purpose of financing the Project; provided, however, that no such Declaration
shall necessarily have been made with respect to: (i) "preliminary expenditures"
for the Project, defined in the Reimbursement Regulations to include engineering
or architectural, surveying and soil testing expenses and similar prefatory costs,
which in the aggregate do not exceed 20% of the "issue price" of the Certificates,
and (ii) a de minimis amount of Reimbursement Expenditures not in excess of the
lesser of $100,000 or 5% of the proceeds of the Certificates.
(b)
Each Reimbursement Expenditure is a capital expenditure or a cost of issuance of
the Certificates or any of the other types of expenditures described in Section
1.150-'2(d)(3) of the Reimbursement Regulations.
(c)
The "reimbursement allocation" described in the Reimbursement Regulations for
each Reimbursement Expenditure shall and will be made forthwith following (but
130~863v~ 17
not prior to) the issuance of the Certificates and in all events within the period
ending on the date which is the later of three years after payment of the
Reimbursement Expenditure or one year after the date on which the Project to
which the Reimbursement Expenditure relates is first placed in service.
(d)
Each such reimbursement allocation will be made in a writing that evidences the
City's use of bond proceeds to reimburse the Reimbursement Expenditure and, if
made within 30 days after the Certificates are issued, shall be treated as made on
the day the Certificates are issued.
Provided, however, that the City may take action contrary to any of the foregoing covenants in
this paragraph 21 upon receipt of an opinion of its Bond Counsel for the Certificates stating in
effect that such action will not impair the tax-exempt status of the Certificates.
23. Negative Covenant as to Use of Proceeds and Equipment. The City
hereby covenants not to use the proceeds of the Certificates or the Equipment financed thereby,
or to cause or permit them to be used, or to enter into any deferred payment arrangements for the
cost of the Equipment, in such a manner as to cause the Certificates to be "private activity bonds"
within the meaning of Sections 103 and 141 through 150 of the Code.
24. Tax-Exempt Status of the Certificates; Rebate. The City shall comply
with requirements necessary under the Code to establish and maintain the exclusion from gross
income under Section 103 of the Code of the interest on the Certificates, including without
limitation (1) requirements relating to temporary periods for investments, (2) limitations on
amounts invested at a yield greater than the yield on the Certificates, and (3) the rebate of excess
investment earnings to the United States if the Certificates (together with other obligations
reasonably expected to be issued and outstanding at one time in this calendar year) exceed the
small-issuer exception amount of $5,000,000.
For purposes of qualifying for the exception to the federal arbitrage rebate
requirements for governmental units issuing $5,000,000 or less of bonds, the City hereby finds,
determines and declares that (1) the Certificates are issued by a governmental unit with general
taxing powers, (2) no Certificate is a private activity bond, (3) ninety-five percent (95%) or more
of the net proceeds of the Certificates are to be used for local governmental activities of the City
(or of a governmental unit the jurisdiction of which is entirely within the jurisdiction of the City),
and (4) the aggregate face amount of all tax-exempt bonds (other than private activity bonds)
issued by the City (and all subordinate entities thereof, and all entities treated as one issuer with
the City) during the calendar year in which the Certificates are issued and outstanding at one
time is not reasonably expected to exceed $5,000,000, all within the meaning of Section
148(f)(4)(D) of the Code.
25. Designation of Oualified Tax-Exempt Obligations. In order to qualify the
Certificates as "qualified tax-exempt obligations" within the meaning of Section 265(b)(3) of the
Code, the City hereby makes the following factual statements and representations:
(a) the Certificates are issued after August 7, 1986;
1301863vl 18
(b) the Certificates are not "private activity bonds" as defined in
Section 141 of the Code;
(c) the City hereby designates the Certificates as "qualified tax-exempt
obligations" for purposes of Section 265(b)(3) of the Code.
(d) the reasonably anticipated amount of tax-exempt obligations (other
than private activity bonds, treating qualified 501(c)(3) bonds as not being private
activity bonds) which will be issued by the City (and all entities treated as one
issuer with the City, and all subordinate entities whose obligations are treated as
issued by the City) during this calendar year 2001 will not exceed $10,000,000;
and
(e) not more than $10,000,000 of obligations issued, by the City during
this calendar year 2001 have been designated for purposes of Section 265(b)(3) of
the Code.
The City shall use its best efforts to comply with any federal procedural requirements which may
apply in order to effectuate the designation made by this paragraph.
26. Severability. If any section, paragraph or provision of this resolution shall
be held to be invalid or unenforceable for any reason, the invalidity or unenforceability of such
section, paragraph or provision shall not affect any of the remaining provisions of this resolution.
27. Headings. Headings in this resolution are included for convenience of
reference only and are not a part hereof, and shall not limit or define the meaning of any
provision hereof.
~_~o~s63~ 19
The motion for the adoption of the foregoing resolution was duly seconded by
Member Labatt and, after a full discussion thereof and upon vote being taken thereon, the
following voted in favor thereof: Jansen, Ayotte, Peterson and Labatt
and the following voted against the same: None
Whereupon said resolution was declared duly passed and adopted.
13ol863v1 20
STATE OF MINNESOTA
COUNTIES OF CARVER AND HENNEPIN
CITY OF CHANHASSEN
I, the undersigned, being the duly qualified and acting Acting City Manager of the
City o.f Chanhassen, Minnesota, DO HEREBY CERTIFY that I have compared~ the attached and
foregoing extract of minutes with the original thereof on file in my office, and that the same is a
full, true and complete transcript of the minutes ora meeting of the City Council of said City,
duly called and held on the date therein indicated, insofar as such minutes relate to authorizing
the issuance of, and awarding the sale of, $515,000 General Obligation Equipment Certificates,
Series 2001C of said City.
WITNESS my hand this 25th day of June, 2001.
Acting City Manager
1301863vl
EXHIBIT A
BID TABULATION
$515,000 General Obligation Equipment Certificates, Series 2001C
City of Chanhassen, Minnesota
SALE: June 25, 2001
AWARD: U.S. BANCORP PIPER JAFFRAY
RATING: Standard & Poor's Credit Market Services "A-" BBI: 5.20%
NAME OF BIDDER
RATE YEAR PRICE
NET
INTEREST
COST
TRUE
INTEREST
RATE
al~.S. BANCORP PIPER JAFFRAY
f2nneapolis, Minnesota
"-"'-ELLS FARGO BROKERAGE SERVICE, LLC
,inneapolis, Minnesota
3.20% 2003
3.40% 2004
3.60% 2005
3.80% 2006
$5O8,562.50
$63,946.5O
4.0239%
DAIN RAUSCHER, INC.
Minneapolis, Minnesota
4.00%
2003-2006
$512,962.00
$66,053.56
4.1374%
UNITED BANKERS' BANK
Bloomington, Minnesota
3.50%
3.70%
3.85%
4.00%
2003
2004
2005
2006
$5O9,85O.O0
$66,593.55
4.1844%
REOFFERING YIELDS:
20O3
2004
2005
2006
3.20%
3.40%
3.60%
3.80%
1301863v[
Tax Levy Calculations For:
City of Chanhassen, Minnesota
$515,000 General Obligation Equipment Certificates, Series 2001C
Date of Bonds: 07/15/01
EXHIBIT B
Principal
Levy Collect Payment Total
Year Year Year P &l
2002 $9,849.00
2001 / 2002 / 2003 138,090.00
2002 / 2003 / 2004 139,250.00
2003 / 2004 / 2005 140,000.00
2004 / 2005 / 2006 145,320.00
Funds
Available
$9,849.00
P &l Tax
x 105% Levy
$o.oo $o.oo
144,994.50 145,000
146,212.50 146,300
147,000.00 147,000
152,586.00 152,600
Total
$572,509.00 $9,849.00 $590,793.00 $590,900
Notes:
Total "Funds Available" consists of $9,647.50 of capitalized interest, $201.00 of accrued interest,
and $0.50 of unused discount. This amount will be deposited into the Debt Service Account
and will be used to pay the interest payment due 02/01/02.
Prepared by Ehlers and Associates 07/09/01 (P&inew. 123)