2001-42DEXTRACT 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, $2,720,000 General Obligation Tax
Increment Refunding Bonds, Series 2001D of the City.
The following members were present: Mayor Linda Jansen and Council Members Bob
Ayotte, Craig Peterson and Steve Labatt
and the following were absent: None
Member Peterson introduced the following resolution and moved its adoption.
Resolution No. 2001-42D
RESOLUTION ACCEPTING PROPOSAL ON
SALE OF $2,720,000 GENERAL OBLIGATION
TAX INCREMENT REFUNDING
BONDS, SERIES 2001D, PLEDGING FOR THE
SECURITY THEREOF TAX INCREMENTS AND
AUTHORIZING EXECUTION OF
A PLEDGE AGREEMENT
A. WHEREAS, the Economic Development Authority of the City of
Chanhassen, Minnesota (the "Authority"), has jurisdiction over the Redevelopment Plan (the
"Redevelopment Plan") for the Downtown Redevelopment Project Area heretofore established
by the Housing and Redevelopment Authority of the City of Chanhassen, Minnesota and
qualified as a redevelopment project and has approved a tax increment financing plan (the
"Plan") with respect to said redevelopment project (the "Project Area"), all pursuant to the
provisions of Minnesota Statutes, Sections 469.001 through 469.047 and 469.090 through
469.1081 (collectively, the "Act"); and
B. WHEREAS, the City of Chanhassen, Minnesota (the "City") has
heretofore issued $2,685,000 General Obligation Tax Increment Refunding Bonds, Series
1990A, dated March 1, 1990 (the "Prior Bonds"), for the purpose of providing money to refund
in advance of maturity the City's outstanding General Obligation Tax Increment Bonds of 1983,
(the "Original Project"), including payment of the expenses incidental thereto; and
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C. WHEREAS, the City Council deems it desirable and in the best interests
of the City to call for redemption and prepayment all of the Outstanding Prior Bonds which
mature on February 1, 2002 and after on August 1, 2001 in accordance with the Resolution
adopted by the City Council on March 5, 1990, authorizing the Issuance of the Prior Bonds (the
"Prior Resolution") in order to reduce debt service costs to the City; and
D. WHEREAS, $2,685,000 of the principal amount of the Prior Bonds which
mature on and after February 1, 2002, are callable on February I, 2001 and any date thereafter at
par plus accrued interest as provided in the Prior Resolution; and
E. WHEREAS, the City Council has determined and declared that it is
necessary and expedient to issue $2,720,000 General Obligation Tax Increment Refunding
Bonds, Series 2001D (the "Bonds") pursuant to Minnesota Statutes, Chapter 475, which will be
sufficient to pay on August 1, 2001, all of the City's Outstanding Prior Bonds (the "Refunding");
and
F. WHEREAS, on May 14, 2001, the City Council adopted a resolution (the
"Preliminary Resolution") which provided for the sale of the Bonds; and
G. WHEREAS, proposals to purchase the Bonds have been solicited by
Ehlers and Associates, Inc., in Roseville, Minnesota ("Ehlers") in accordance with the
Preliminary Resolution;
H. 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
I. WHEREAS, it is in the best interests of the City that the Bonds be issued
in book-entry form as hereinafter provided; and
NOW, THEREFORE, BE IT RESOLVED by the 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 (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 $2,707,352.00, 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. Bond Terms.
(a) Title; Original Issue Date; Denominations; Maturities; Term Bond Option. The
Bonds shall be titled "General Obligation Tax Increment Refunding Bonds, Series 2001D", shall
be dated July 15, 2001, as the date of original issue and shall be issued forthwith on or after such
date as fully registered bonds. The Bonds shall be numbered from R-1 upward in the
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denomination of $5,000 each or in any integral multiple thereof of a single maturity (the
"Authorized Denominations"). The Bonds shall mature, without the option of prepayment, on
February 1 in the years and amounts as follows:
Year Amount
2002 $1,315,000
2003 1,405,000
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
Bonds, and to this end:
(i) The Bonds 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 a
separate single fully registered Bond for each maturity of the Bonds; and for purposes of
complying with this requirement under paragraphs 5 and 10 Authorized Denominations
for any Bond shall be deemed to be limited during the Book Entry Only Period to the
outstanding principal amount of that Bond.
(ii) Upon initial issuance, ownership of the Bonds shall be registered in a bond
register maintained by the Bond 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 Bonds neither the City nor the Bond Registrar shall
have any responsibility or obligation to any broker, dealer, bank, or any other financial
institution for which the Depository holds Bonds as securities depository (the
"Participant") or the person for which a Participant holds an interest in the Bonds shown
on the books and records of the Participant (the "Beneficial Owner"). Without limiting
the immediately preceding sentence, neither the City, nor the Bond 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
Bonds, or (B) the delivery to any Participant, any Owner or any other person, other than
the Depository, of any notice with respect to the Bonds, 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 Bonds, or (D) the consent given or other action taken
by the Depository as the Register Holder of any Bonds (the "Holder"). For purposes of
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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 Bonds are credited on the record date
identified in a listing attached to the omnibus proxy.
(iv) The City and the Bond Registrar may treat as and deem the Depository to
be the absolute owner of the Bonds for the purpose of payment of the principal of and
premium, if any, and interest on the Bonds, for the purpose of giving notices of
redemption and other matters with respect to the Bonds, 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 Bonds, and for all purpose whatsoever. The Bond Registrar, as
paying agent hereunder, shall pay all principal of and premium, if any, and interest on the
Bonds only to or upon the Holder of the Holders of the Bonds 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 Bonds to the extent of the sum or sums so paid.
(v) Upon delivery by the Depository to the Bond 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.
(vi) So long as any Bond is registered in the name of a Nominee, all payments
with respect to the principal of and premium, if any, and interest on such Bond and all
notices with respect to such Bond shall be made and given, respectively, by the Bond
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 Bonds (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
Bonds, collectively hereinafter referred to as the "Letter of Representations").
(vii) All transfers of beneficial ownership interests in each Bond 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 Bonds.
(viii) In connection with any notice or other communication to be provided to
the Holders pursuant to this Resolution by the City or Bond 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 Bond Registrar may establish a
special record date for such consent or other action. The City or the Bond 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.
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(ix) Any successor Bond 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 Bonds 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 Bond 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
Bond that the Beneficial Owners be able to obtain certificates for the Bonds, the Bonds
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 Bonds
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 Bonds will be delivered to the Beneficial Owners.
(iii) Nothing in this subparagraph (c) shall limit or restrict the provisions of
paragraph 10 hereof.
(d) 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 Bonds shall provide funds to finance the Refunding. It is
hereby found, determined and declared that the Refunding is pursuant to Minnesota Statutes,
Section 475.67 and shall result in a reduction of debt service cost to the City. Pursuant to a
pledge agreement previously entered into between the Authority and the City and pursuant to the
Redevelopment Plan and Plan, tax increments derived from the Tax Increment Financing
District as defined in the Redevelopment Plan and Plan (the "Tax Increments',) have been
pledged to.the payment of the Prior Bonds. Pursuant to a Pledge Agreement dated July 15, 2001
entered into between the Authority and the City, Tax Increments have been pledged to the
payment of the Bonds and interest thereon on a parity lien with the Prior Pledge.
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4. Interest. The Bonds 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
Year Rate
2002 2.75%
2003 3.20%
5. Redemption. The Bonds shall not be subject to redemption and
prepayment prior to their maturity.
6. Bond Registrar. U.S. Bank Trust National Association is appointed to act
as bond registrar and transfer agent with respect to the Bonds (the "Bond Registrar"), and shall
do so unless and until a successor Bond Registrar is duly appointed, all pursuant to any contract
the City and Bond Registrar shall execute which is consistent herewith. The Bond Registrar
shall also serve as paying agent unless and until a successor paying agent is duly appointed.
Principal and interest on the Bonds shall be paid to the registered holders (or record holders) of
the Bonds in the manner set forth in the form of Bond and in paragraph 12 of this resolution.
7. Form of Bond. The Bonds, together with this Bond Registrar's Certificate
of Authentication, the form of Assignment and the registration information thereon, shall be in
substantially the following form:
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UNITED STATES OF AMERICA
STATE OF MINNESOTA
CARVER AND HENNEPIN COUNTIES
CITY OF CHANHASSEN
R- $
GENERAL OBLIGATION TAX INCREMENT
REFUNDING BONDS, SERIES 2001D
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL IS SUE 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
Bond will bear interest from the most recent 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 Bond are payable upon presentation and surrender hereof at the
principal office of U.S. Bank Trust National Association (the "Bond 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 person in whose name this
Bond is registered (the "Holder" or "Bondholder") on the registration books of the Issuer
maintained by the Bond 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
Bond Registrar whenever money becomes available for payment of the defaulted interest.
Notice of the Special Record Date shall be given to Bondholders not less than ten days prior to
the Special Record Date. The principal of and premium, if any, and interest on this Bond are
payable in lawful money of the United States of America. [So long as this Bond 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 Bond and notice with respect thereto shall be made as provided in
the Letter of Representations, as defined in the Resolution. Until termination of the book-
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entry only system pursuant to the Resolution, Bonds may only be registered in the name of
the Depository or its Nominee.]*
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF
THIS BOND 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 and laws of the State of Minnesota to be done, to happen and to be
performed, precedent to and in the issuance of this Bond, have been done, have happened and
have been performed, in regular and due form, time and manner as required by law, and that this
Bond, together with all other debts of the Issuer outstanding on the date of original issue hereof
and on the date of its issuance and delivery to the original purchaser, does not exceed any
constitutional or s. tatutory limitation of indebtedness.
IN WITNESS WHEREOF, the City of Chanhassen, Carver and Hennepin
Counties, Minnesota, by its City Council has caused this Bond 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
BOND REGISTRAR'S CERTIFICATE
OF AUTHENTICATION
CITY OF CHANHASSEN,
CARVER AND HENNEPIN COUNTIES,
MINNESOTA
This Bond is one of the
Bonds described in the
Resolution mentioned within.
/s/ Facsimile
Mayor
U.S. BANK TRUST NATIONAL
ASSOCIATION,
St. Paul, Minnesota
Bond Registrar
/s/ Facsimile
Acting City Manager
By
Authorized Signature
Include only until termination of the book-entry only system under paragraph 2
hereof.
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ON REVERSE OF BOND
Redemption. The Bonds of this issue (the "Bonds") are not subject to redemption
and prepayment prior to their maturity.
Issuance: Purpose: General Obligation. This Bond is one of an issue in the total
principal amount of $2,720,000, all of like date of original issue and tenor, except as to number,
maturity, interest rate and denomination which Bond 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 funds to redeem on August 1, 2001, the outstanding General Obligation Tax Increment
Refunding Bonds, Series 1990A, dated March 1, 1990 of the Issuer. The Bonds are payable out
of the General Obligation Tax Increment Refunding Bonds Fund of the Issuer to which fund tax
increments derived from a tax increment financing district are pledged as a primary source of
payment. This Bond 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 Bonds are issuable solely as fully
registered bonds in Authorized Denominations (as defined in the Resolution) and are
exchangeable for fully registered Bonds of other Authorized Denominations in equal aggregate
principal amounts at the principal office of the Bond 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 Bond Registrar. Copies of the Resolution are on
file in the principal office of the Bond Registrar.
Transfer. This Bond is transferable by the Holder in person or by his, her or its
attorney duly authorized in writing at the principal office of the Bond Registrar upon
presentation and surrender hereof to the Bond 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 Bond Registrar. Thereupon the Issuer shall execute and the Bond Registrar
shall authenticate and deliver, in exchange for this Bond, one or more new fully registered Bonds
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 Bond, of the same maturity and bearing interest at the same rate.
Fees upon Transfer or Loss. The Bond 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 Bond and any legal or unusual costs regarding transfers and lost Bonds.
Treatment of Registered Owners. The Issuer and Bond Registrar may treat the
person in whose name this Bond 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 Bond shall be overdue, and
neither the Issuer nor the Bond Registrar shall be affected by notice to the contrary.
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Authentication. This Bond 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 Bond Registrar.
Oualified Tax-Exempt Obligation. This Bond 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.
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ABBREVIATIONS
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
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) (Minor)
under the Uniform
(State)
Transfers to Minors Act
Additional abbreviations may also be used
though not in the above list.
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ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
the within Bond
and does hereby irrevocably constitute and appoint attorney to transfer the
Bond 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 Bond 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 Bond Registrar will not effect transfer of this Bond unless the information
concerning the transferee requested below is provided.
Name and Address:
(Include information for all joint owners
if the Bond is held by joint account.)
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8. Execution; Temporary Bonds. The Bonds shall be printed (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 Bonds as permitted by law. In the event of disability or resignation or other absence of either
such officer, the Bonds 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 Bonds shall cease to be such officer before
the delivery of the Bonds, 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 bonds, one or more typewritten temporary bonds in
substantially the form set forth above, with such changes as may be necessary to reflect more
than one maturity in a single temporary bond. Such temporary bonds may be executed with
photocopied facsimile signatures of the Mayor and Acting City Manager. Such temporary bonds
shall, upon the printing of the definitive bonds and the execution thereof, be exchanged therefor
and cancelled.
9. Authentication. No Bond 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 Bond, substantially in the form hereinabove set forth, shall have been duly executed by
an authorized representative of the Bond Registrar. Certificates of Authentication on different
Bonds need not be signed by the same person. The Bond Registrar shall authenticate the
signatures of officers of the City on each Bond by execution of the Certificate of Authentication
on the Bond and by inserting as the date of registration in the space provided the date on which
the Bond is authenticated, except that for purposes of delivering the original Bonds to the
Purchaser, the Bond Registrar shall insert as a date of registration the date of original issue,
xvhich date is July 15,2001. The Certificate of Authentication so executed on each Bond shall be
conclusive evidence that it has been authenticated and delivered under this resolution.
I0. Registration; Transfer; Exchange. The City will cause to be kept at the
principal office of the Bond Registrar a bond register in which, subject to such reasonable
regulations as the Bond Registrar may prescribe, the Bond Registrar shall provide for the
registration of Bonds and the registration of transfers of Bonds entitled to be registered or
transferred as herein provided.
Upon surrender for transfer of any Bond at the principal office of the Bond
Registrar, the City shall execute (if necessary), and the Bond 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 Bonds 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 Bond may be registered in blank
or in the name of "bearer" or similar designation.
At the option of the Holder, Bonds may be exchanged for Bonds of any
Authorized Denomination or Denominations of a like aggregate principal amount and stated
1302092vl 13
maturity, upon surrender of the Bonds to be exchanged at the principal office of the Bond
Registrar. Whenever any Bonds are so surrendered for exchange, the City shall execute (if
necessary), and the Bond Registrar shall authenticate, insert the date of registration of, and
deliver the Bonds which the Holder making the exchange is entitled to receive.
All Bonds surrendered upon any exchange or transfer provided for in this
resolution shall be promptly cancelled by the Bond Registrar and thereafter disposed of as
directed by the City.
All Bonds delivered in exchange for or upon transfer of Bonds shall be valid
general obligations of the City evidencing the same debt, and entitled to the same benefits under
this resolution, as the Bonds surrendered for such exchange or transfer.
Every Bond 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 Bond
Registrar, duly executed by the Holder thereof or his, her or its attorney duly authorized in
writing.
The Bond 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 Bond and
any legal or unusual costs regarding transfers and lost Bonds.
Transfers shall also be subject to reasonable regulations of the City contained in
any agreement with the Bond Registrar, including regulations which permit the Bond 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.
11. Rights Upon Transfer or Exchange. Each Bond delivered upon transfer of
or in exchange for or in lieu of any other Bond shall carry all the rights to interest accrued and
unpaid, and to accrue, which were carried by such other Bond.
12. Interest Payment; Record Date. Interest on any Bond shall be paid on
each Interest Payment Date by check or draft mailed to the person in whose name the Bond is
registered (the "Holder") on the registration books of the City maintained by the Bond Registrar
and at the address appearing thereon at the close of business on the fif{eenth (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 Bond Registrar
whenever money becomes available for payment of the defaulted interest. Notice of the Special
Record Date shall be given by the Bond Registrar to the Holders not less than ten (10) days prior
to the Special Record Date.
13. Treatment of Registered Owner. The City and Bond Registrar may treat
the person in whose name any Bond is registered as the owner of such Bond for the purpose of
receiving payment of principal of and premium, if any, and interest (subject to the payment
provisions in paragraph 12 above) on, such Bond and for all other purposes whatsoever whether
1302092,,1 14
or not such Bond shall be overdue, and neither the City nor the Bond Registrar shall be affected
by notice to the contrary.
14. Delivery; Application of Proceeds. The Bonds 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.
A. All of the proceeds of the Bonds, less accrued interest received thereon
and any unused discount, shall be deposited in the Bond Fund of the General Obligation Tax
Increment Refunding Bonds, Series 1990A Fund heretofore created by the Prior Resolution for
the Prior Bonds, which amount, together with all other funds held therein, and $0 of the City,
deposited at bond closing for the Bonds, is sufficient to prepay the outstanding Prior Bonds on
August 1, 2001.
B. There is hereby established a special fund to be designated "General
Obligation Tax Increment Refunding Bonds" (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 Bonds and the interest thereon have been fully paid.
There are hereby irrevocably appropriated and pledged to, and there shall be credited to, the
Bond Fund: (i) all sums required to be credited to the Bond Fund under the Pledge Agreement,
including certain tax increments; (ii) all accrued interest received upon delivery of the Bonds;
(iii) any amount paid for the Bonds in excess of $2,699,600; (iv) any collections of all taxes
hereafter levied for the payment of the Bonds and interest thereon; (v) any and all other moneys
which are properly available and which are appropriated by the City Council to the Bond Fund;
and (vii) all investment earnings on funds held in the Bond Fund. The Bond Fund shall be used
solely to pay the principal and interest and any premiums for redemption of the Bonds.
16. Tax Increments. The City hereby pledges and appropriates the Tax
Increments remitted by the Authority to the City derived from the Tax Increment District to the
Bond Fund, which pledge and appropriation shall continue until all of the Bonds, and any
additional bonds payable from the Bond Fund, are paid or discharged. The City hereby
expressly reserves the right to use the Tax Increments to finance costs set forth in the
Redevelopment Plan and Plan not financed hereby or to finance costs of other projects to be
undertaken from time to time within the Project Area in accordance with the Redevelopment
Plan and the Plan, as may be from time to time amended.
17. Future Tax Levies. In the event that it is anticipated that the aggregate of
Tax Increments and any other funds appropriated to and then held in the Bond Fund and the
estimated collections of Tax Increments to be received in the next succeeding year will not be
sufficient to pay the principal and interest on the Bonds to become due in the first calendar year
after such determination and the first six (6) months of the succeeding calendar year, the City
Council shall pass a resolution requesting the County Auditor to levy an ad valorem tax in an
amount as is necessary, together with the aforementioned funds then held in the Bond Fund and
1302092vl 15
said estimated collections of Tax Increments, to pay the principal and interest on the Bonds to
become due during said period.
18. Reservation of Rights. Notwithstanding any provisions herein to the
contrary, the City and the Authority reserve the right to terminate, reduce, or apply to other
lawful purposes the Tax Increments herein pledged to the payment of the Bonds and interest
thereon to the extent and in the manner permitted by law.
19. Pledge Agreement. The Mayor and Acting City Manager are hereby
authorized to execute the Tax Increment Pledge Agreement in substantially the form presented to
the City Council, which Tax Increment Pledge Agreement pledges Tax Increments derived from
the Tax Increment District to the payment of the Bonds.
20. No Tax Levy; Coverage Test. The Tax Increments required to be remitted
to the City pursuant to the Pledge Agreement and herein pledged to the payment of the Bonds are
such that if collected in full they will produce at least five percent (5%) in excess of the amount
needed to meet when due the principal and interest payments on the Bonds. Accordingly, no
taxes upon all taxable property in the City are required to be levied for the payment of the Bonds
prior to their issuance as permitted by Minnesota Statutes, Section 469.060.
21. Defeasance. When all Bonds have been discharged as provided in this
paragraph, all pledges, covenants and other rights granted by this resolution to the registered
holders of the Bonds shall, to the extent permitted by law, cease. The City may discharge its
obligations with respect to any Bonds which are due on any date by irrevocably depositing with
the Bond 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
Bond 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
Bonds, 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 ag 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, without regard to sale and/or reinvestment, to pay all amounts to
become due thereon to maturity.
22. Continuing Disclosure. The City is the sole obligated person with respect
to the Bonds. 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.
1302092vl 16
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 Bonds 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
19 and in the Undertaking is intended to be for the benefit of the Holders of the Bonds 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 Bonds, and (iii) acceptable to the Officers.
23. General Obligation Pledge. For the prompt and full payment of the
principal and interest on the Bonds 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 Bonds and
any other bonds 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.
24. 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 Bonds, certified copies of all proceedings and records of the City relating
to the Bonds 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 Bonds 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.
25. Notice of Call for Redemption. Wells Fargo Bank, N.A. (formerly,
Norwest Bank Minnesota, N.A.), as paying agent for the Prior Bonds, is hereby authorized and
directed to give mailed notice of redemption prior to August 1, 2001 to all registered holders of
the Prior Bonds. Said notice shall be in substantially the form attached hereto as Exhibit B.
26. Prior Bonds; Security. Until retirement of the Prior Bonds, all provisions
theretofore made for the security thereof shall be observed by the City and all of its officers and
agents.
1302092vl 17
27. Certificate 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 obtain the
County Auditor's certificate that the Bonds have been entered in the County Auditor's Bond
Register.
28. Negative Covenant as to Use of Proceeds and Project. The City hereby
covenants not to use the proceeds of the Bonds or to use the Project, or to cause or permit them
to be used, or to enter into any deferred payment arrangements for the cost of the Project, in such
a manner as to cause the Bonds to be "private activity bonds" within the meaning of Sections 103
and 141 through 150 of the Code.
29. Authorization to Execute Pledge Agreement. The Pledge Agreement is
hereby approved in substantially the form now on file in the office of the City; and the Mayor
and Acting City Manager of the City are authorized to execute the same in the name of and on
behalf of the City. In the event of the disability or the resignation or other absence of the Mayor
or Acting City Manager of the City, such other officers of the City who may act in their behalf
shall without further act or authorization of the City do all things and execute all instruments and
documents required to be done or to be executed by such absent or disabled officials. The
approval hereby given to the Pledge Agreement includes approval of such additional details
therein as may be necessary and appropriate and such modifications thereof, deletions therefrom
and additions thereto as may be necessary and appropriate and approved by the City Attorney
and by the City officials authorized herein to execute the Pledge Agreement prior to their
execution; and said City officials are hereby authorized to approve said changes on behalf of the
City.
30. Concurring Resolution of the Authority. The Authority will adopt a
resolution authorizing execution of the Pledge Agreement. The City shall take such action as it
determines is necessary to assure that the covenants of the Authority in the Pledge Agreement
are fully and promptly performed; provided that in the exercise of any rights with respect thereto,
the City shall be subject to the same standards and to the same rights applicable to the Authority
under the covenants as if the City were the Authority.
31. Tax-Exempt Status of the Bonds; 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 Bonds, 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 Bonds, and (3) the rebate of excess investment
earnings to the United States if the Bonds (together with other obligations reasonably expected to
be issued and outstanding at one time in this calendar year) exceed the small-issuer exception
mnount 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 Bonds are issued by a governmental unit with general taxing powers, (2) no
Bond is a private activity bond, (3) ninety-five percent (95%) or more of the net proceeds of thc
Bonds are to be used for local governmental activities of the City (or of a governmental unit the
1302092vl 18
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 Bonds are issued and outstanding at one time is not reasonably
expected to exceed $5,000,000, all within the meaning of Section t48(f)(4)(D) of the Code.
Furthermore:
(i) there shall not be taken into account for purposes of said $5,000,000 limit
any bond issued to refund (other than to advance refund) any bond to the extent the
amount of the refunding bond does not exceed the outstanding amount of the refunded
bond:
(ii) the aggregate face amount of the Bonds does not exceed $5,000,000;
(iii) each of the Refunded Bonds was issued as part of an issue which was
treated as meeting the rebate requirements by reason of the exception for governmental
units issuing $5,000,000 or less of bonds;
(iv) the average maturity of the bonds does not exceed the average maturity of
the Refunded Bonds; and
(v) no part of the Bonds has a maturity date which is later than the date which
is thirty (30) years after the dates the Refunded Bonds were issued.
32. Designation of Qualified Tax-Exempt Obligations. In order to qualify the
Bonds 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 Bonds are issued after August 7, 1986;
(b) the Bonds are not "private activity bonds" as defined in Section 141 of the Code;
(c) the City hereby designates the Bonds 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.
(f) the aggregate face amount of the Bonds does not exceed $10,000,000; and
1302092vl 19
(g) the Bonds are issued to refund, and not to "advance refund" the Prior Bonds
within the meaning of Section 149(d)(5) of the Code, and shall not be taken into account under
the $10,000,000 issuance limit to the extent the bonds do not exceed the outstanding amount of
the Prior Bonds.
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.
33. Payment of Issuance Expenses. The City authorizes the Purchaser to
forward the amount of Bond proceeds allocable to the payment of issuance expenses to U.S.
Trust Company, Minneapolis, Minnesota on the closing date for further distribution as directed
by the City's financial advisor, Ehlers.
34. 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.
35. 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.
The motion for the adoption of the foregoing resolution was duly seconded by
member Labatt and, after a full discussion thereof and upon a 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.
/s/Todd Gerhardt
Acting City Manager
/s/Linda C. Jansen
Mayor
1302092vl 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 of 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 of a meeting of the City Council of said City,
duly called and held on the date therein indicated, insofar as such minutes relate to considering
proposals for, and awarding the sale of, $2,720,000 General Obligation Tax Increment
Refunding Bonds, Series 2001D of said City.
WITNESS my hand this 25th day of June, 2001.
Acting City Manager
1302092vl 21
EXHIBIT A
BID TABULATION
$2,720,000 General Obligation Tax Increment Refunding Bonds, Series 2001D
City of Chanhassen, Minnesota
SALE: June 25, 2001
AWARD: U.S. BANCORP PIPER JAFFRAY
RATING: Standard & Poors Credit Market Services "A-"
BBI: 5.20%
NAME OF BIDDER
RATE YEAR
PRICE
NET
INTEREST
COST
TRUE
INTEREST
RATE
U.S. BANCORP PIPER JAFFRAY
Minneapolis, Minnesota
j~EiLLS FARGO BROKERAGE SERVICE, LLC
nneapolis, Minnesota
2.75% 2002
3.20% 2003
$2,707,352.00
$101,774.69
3.5379%
SALOMON SMITH BARNEY
Chicago, Illinois
MORGAN STANLEY DEAN WITTER
Chicago, Illinois
UBS/PAINEWEBBER, INC.
Chicago, Illinois
CIBC WORLD MARKETS
New York, New York
CRONIN & COMPANY, INC.
Minneapolis, Minnesota
4.00%
2002-2003
$2,730,743.55
$104,692.01
3.6139%
DAIN RAUSCHER, INC.
Minneapolis, Minnesota
3.375% 2002
3.45% 2003
$2,709,757.05
$109,269.15
3.7967%
-_'OFFERING YIELDS:
2002 2.75%
2003 3.20%
1302092v I
EXHIBIT B
NOTICE OF CALL FOR REDEMPTION
GENERAL OBLIGATION TAX INCREMENT REFUNDING BONDS, SERIES 1990A
CITY OF CHANHASSEN,
CARVER AND HENNEPIN COUNTIES, MINNESOTA
NOTICE IS HEREBY GIVEN that by order of the City Council of the City of Chanhassen,
Carver and Hennepin Counties, Minnesota, there have been called for redemption and
prepayment on
Augustl, 2001
those outstanding bonds of the City designated as General Obligation Tax Increment Refunding
Bonds, Series 1990A, dated March 1, 1990 having stated maturity dates in the following years,
totaling $2,685,000 in principal amount and having CUSIP numbers listed below:
Year CUSIP Number*
2002
2003
The bonds are being called at a price of par plus accrued interest per bond called to August I,
2001, on which date all interest on said bonds will cease to accrue. Holders of the bonds hereby
called for redemption are requested to present their bonds for payment, at Wells Fargo Bank
Minnesota, N.A. (formerly, Norwest Bank Minnesota, N.A.), Attn: Corporate Trust Operations,
MAC N9303-121, Sixth Street and Marquette', Minneapolis, Minnesota 55479-0133, on or
before August 1, 2001.
Dated: June 25, 2001
BY ORDER OF THE CITY COUNCIL
/s/Todd Gerhardt
Acting City Manager
Important Notice: Under the Interest and Dividend Compliance Act of I983, 31% will be
withheld if tax identification is not-properly certified.
*The City shall not be responsible for the selection of or use of the CUSIP numbers, nor
is any representation made as to their correctness indicated in the notice. They are included
solely for the convenience of the holders.
1302092v 1