HomeMy WebLinkAbout96-162 CERTIFICATION OF MINUTES RELATING TO
. $2,200,000 GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 1996B
Issuer: City of Lakeville, Minnesota
Governing Body: City Council
Kind, date, time and place of meeting: A regular meeting held on September 16,
1996, at 7:00 o'clock P. M. at the City Hall.
Members present: Johnson, Zaun, Sindt, Mulvihill, Holberg
Members absent: N/A
Documents Attached:
Minutes of said meeting (pages):
RESOLUTION NO. 96-162
RESOLUTION AUTHORIZING ISSUANCE AND SALE OF $2,200,000
GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 1996B
TERMS OF PROPOSAL
I, the undersigned, being the duly qualified and acting recording officer
of the public corporation issuing the bonds referred to in the title of this certificate,
certify that the documents attached hereto, as described above, have been carefully
compared with the original records of said corporation in my legal custody, from
which they have been transcribed; that said documents are a correct and complete
transcript of the minutes of a meeting of the governing body of said .corporation,
and correct- and complete copies of all resolutions and other actions taken and of all
documents approved by the governing body at said meeting, so far as they relate to
said bonds; and that said meeting was duly held by the governing body at the time
and-place and was attended throughout by the. members indicated above, pursuant
to call and notice of such meeting given as required by law.
WITNESS my hand officially as such recording officer September 16,
1996.
Clerk `
• Councilmember Johnson introduced the following resolution and moved its
adoption, which motion was seconded by Councilmember sindt
RESOLUTION AUTHORIZING ISSUANCE AND SALE OF $2,200,000
GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 1996B
BE IT RESOLVED by the City Council of the City of Lakeville,
Minnesota (the City), as follows:
.Section 1. Pur ose. It is hereby determined to be in the best interests of
the City to issue its General Obligation Improvement Bonds, Series 1996B, in the
aggregate principal amount of $2,200,000, pursuant to Minnesota Statutes, Chapters
429 and 475, to finance the construction of the various improvement projects within
the City, as more fully described in Exhibit A attached hereto.
Section 2. Terms of Proposal. Springsted Incorporated, financial consultant
to the City, has presented to this Council a form of Terms of Proposal for the Bonds
which is attached hereto and hereby approved and shall be placed on file by the
Clerk. Each and all of the provisions of the Terms of Proposal are hereby adopted as
the terms and conditions of the Bonds and of the sale thereof. Springsted
Incorporated, as independent financial advisers, pursuant to Minnesota Statutes,
Section 475.60, Subdivision 2, paragraph (9) is hereby authorized to solicit bids for
• the Bonds on behalf of the City on a negotiated basis.
Section 3. Sale Meeting. This Council shall meet at the time and place shown
in the Terms of Proposal, for the purpose of considering sealed bids for the purchase
of the Bonds and of taking such action thereon as may be in the best interests of the
City.
Upon vote being taken thereon, the following voted in favor thereof:
Johnson, Zaun, Sindt, Mulvihill and Holberg
and the following voted against the same: None
whereupon the resolution was declared duly passed and adopted.
•
EXHIBIT A
Finsnein~
1996
Tots! Truck Iinprovemettt
Prorcct st ~'uads Bends
93-12 202nd Street, Marion Heigbu, Juac Trail 735,351 79,179 656,1'72
94-I6 CR46: Cr~r-Pilot Knob i,o71,900 s5 i,500 220,a0o
95-9 Jaguar, 16515 - CRd6 495,332 252,032 263,300
95-8 CRSB (170th); Flagstaf?Fto CSAH 31 774,300 418,300 356.000
95•j 161st Strew'F.ait 348.730 152,810 19S,97o
9d-17 Dodd Foint-AV tntaceptor 496 936 496,936
Capiralized Interest 22
Tors! 3,922.821 1.733,821 2,200,000
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THE CITY HAS AUTHORIZED SPRINGSTED INCORPORATED TO NEGOTIATE THIS
® ISSUE ON ITS BEHALF. PROPOSALS WILL BE RECEIVED ON THE FOLLOWING BASIS:
TERMS OF PROPOSAL
$2,200,000
CITY OF LAKEViLLE, MINNESOTA
GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 19966
(BOOK ENTRY ONLY)
Proposals for the Bonds will be received on Monday, October 21, 1996, until 1:00 P.M., Central
Time, at the offices of Springsted Incorporated, 85 East Seventh Place, Suite 100, Saint Paui,
Minnesota, after which time they will be opened and tabulated. Consideration for award of the
Bonds will be by the City Council at 7:00 P.M., Central Time, of the same day.
SUBMISSION OF PROPOSALS
Proposals may be submitted in a sealed envelope or by fax (612) 223-3002 to Springsted.
Signed Proposals, without final price or coupons, may be submitted to Springsted prior to the
time of sale. The bidder shall be responsible for submitting to Springsted the final Proposal
price and coupons, by telephone (612) 223-3000 or fax (612) 223-3002 for inclusion in the
submitted Proposal. Springsted will assume no liability for the inability of the bidder to reach
• Springsted prior to the time of sale specified above. Proposals may also be filed electronically
via PARITY, in accordance with PARITY Rules of Participation and the Terms of Proposal,
within cone-hour period prior to the time of sale established above, but no Proposals will be
received after that time. If provisions in the Terms of Proposal conflict with the PARITY Rules
of Participation, the Terms of Proposal shall control. The normal fee for use of PARITY may be
obtained from PARITY and such fee shall be the responsibility of the bidder. For further
information about PARITY, potential bidders may contact PARITY at 100 116th Avenue SE,
Suite. 100, Bellevue, Washington 98004, telephone (206) 635-3545. Neither the City nor
Springsted Incorporated assumes any liability if there is a malfunction of PARITY. All bidders
are advised that each Proposal shall be deemed to constitute a contract between the bidder
and the City to purchase the Bonds regardless of the manner of the Proposal submitted.
DETAILS OF THE BONDS
The Bonds will be dated November 1, 1996, as the date of original issue, and will bear interest
payable on August 1 and February 1 of each year, commencing August 1, 1997. Interest will
be computed on the basis of a 360-day year of twelve 30-day months.
The Bonds will mature February 1 in the years and amounts as follows:
1998 $ 75,000 2003 $90,000 2008 $90,000 2013 $ 95,000
1999 $240,000 2004 $90,000 2009 $90,000 2014 $ 95,000
2000 $190,000 2005 $90,000 2010 $95,000 2015 $ 95,000
2001 $195,000 2006 $90,000 2011 $95,000 2016 $100,000
2002 $200,000. 2007 $90,000 2012 $95,000
• Proposals for the Bonds may contain a maturity schedule providing for any combination of
serial bonds and term bonds so long as the amount of principal maturing or subject to
mandatory redemption in each year conforms to the maturity schedule set forth above.
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BOOK ENTRY SYSTEM
• The Bonds will be issued by means of a book entry system with no physical distribution of
Bonds made to the public. The Bonds will be issued in fully registered form and one Bond,
representing the aggregate principal amount of the Bonds maturing in each year, will be
registered in the name of Cede & Co. as nominee of The Depository Trust Company ("DTC"),
New York, New York, which will act as securities depository of the Bonds. Individual purchases
of the Bonds may be made in the principal amount of $5,000 or any multiple thereof of a single
maturity through book entries made on the books and records of DTC and its participants.
Principal and interest are payable by the registrar to DTC or its nominee as registered owner of
the Bonds. Transfer of principal and interest payments to participants of DTC will be the
responsibility of DTC; transfer of principal and interest payments to beneficial owners by
participants will be the responsibility of such participants and other nominees of beneficial
owners. The purchaser, as a condition of delivery of the Bonds, will be required to deposit the
Bonds with DTC.
REGISTRAR
The City will name the registrar which shall be subject to applicable SEC regulations. The City
will pay for the services of the registrar.
OPTIONAL REDEMPTION
The City may elect on February 1, 2006, and on any day thereafter, to prepay Bonds due on or
after February 1, 2007. Redemption may be in whole or in part and if in part at the option of the
City and in such manner as the City shall determine. If less than all Bonds of a maturity are
called for redemption, the City will notify DTC. of the particular amount of such maturity to be
• prepaid. DTC will determine by lot the amount of each participant's interest in such maturity to
be redeemed and each participant will then select by lot the beneficial ownership interests in
.such maturity to be redeemed. All prepayments shall be at a price of par plus accrued interest.
MANDATORY REDEMPTION
Any term bonds issued shall be subject to mandatory sinking fund redemption in part prior to
their scheduled maturity dates on February 1 of certain years, as more fully described in the
Details of the Bonds section herein, at a price of par plus accrued interest to the date of
redemption.
SECURITY AND PURPOSE
The Bonds will be general obligations of the City for which the City will pledge its full faith and
credit and power to levy direct general ad valorem taxes. In addition the City will pledge special
assessments against benefited property. The proceeds will be used to finance various
improvements projects within the City.
TYPE OF PROPOSALS
Proposals shall be for not less than $2,173,600. and accrued interest on the total principal
amount of the Bonds. Proposals shall be accompanied by a Good Faith Deposit ("Deposit") in
the form of a certified or cashier's check or a Financial Surety Bond in the amount of $22,000,
payable to the order of the City. If a check is used, it must accompany each proposal. If a
Financial Surety Bond is used, it must be from an insurance company licensed to issue such a
® bond in the State of Minnesota, and preapproved by the City. Such bond must be submitted to
Springsted Incorporated prior to the opening of the proposals. The Financial Surety Bond must
identify each underwriter whose Deposit is guaranteed by such Financial Surety Bond. If the
Bonds are awarded to an underwriter using a Financial Surety Bond, then that purchaser is
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required to submit its Deposit to Springsted Incorporated in the form of a certified or cashier's
• check or wire transfer as instructed by Springsted Incorporated not later than 3:30 P.M., Central
Time, on the next business day following the award. If such Deposit is not received by that
time, the Financial Surety Bond may be drawn by the City to satisfy the Deposit requirement.
The City will deposit the check of the purchaser, the amount of which will be deducted at
settlement and no interest will accrue to the purchaser. In the event the purchaser fails to
comply with the accepted proposal, said amount will be retained by the City. No proposal can
be withdrawn or amended after the time set for receiving proposals unless the meeting of the
City scheduled for award of the Bonds is adjourned, recessed, or continued to another date
without award of the Bonds having been made. Rates shall be in integral multiples of 5/100 or
1/8 of 1%. Rates must be in ascending order. Bonds of the same maturity shall bear a single
rate from the date of the Bonds to the date of maturity. No conditional proposals will be
accepted.
In .order to designate term bonds, the proposal must specify "Last Year of Serial Maturities" and
"Years of Term Maturities" in the spaces provided on the Proposal Form. All principal
.payments scheduled to be made in and before the year specified as the "Last Year of Serial
Maturities" shall be designated as maturity amounts of serial bonds; all principal payments
scheduled to be made after the year specified as "Last Year of Serial Maturities" and through
each year specified under "Years of Term Maturities" shall be designated as mandatory sinking
fund redemptions of term bonds maturing in the year(s) so designated..
AWARD
The Bonds will be awarded on the basis of the lowest interest rate to be determined on a true
interest cost (TIC) basis. The City's computation of the interest rate of each proposal, in
accordance with customary practice, will be controlling.
• The City will reserve the right to: (i) waive non-substantive informalities of any proposal or of
matters relating to the receipt of proposals and award of the Bonds, (ii) reject all proposals
without cause, and, (iii) reject any proposal which the City determines to have failed to comply
with the terms herein.
BOND INSURANCE AT PURCHASER'S OPTION
If the Bonds qualify for issuance of any policy of municipal bond insurance or commitment
therefor at the option of the underwriter, the purchase of any such insurance policy or the
issuance of any such commitment shall be at the sole option and expense of the purchaser of
the Bonds. Any increased costs of issuance of the Bonds resulting from such purchase of
insurance shall be paid by the purchaser, except that, if the City has requested and received a
rating on the Bonds from a rating agency, the City will pay that rating fee. Any other rating
agency fees shall be the responsibility of the purchaser.
Failure of the municipal bond insurer to issue the policy after Bonds have been awarded to the
purchaser shall not constitute cause for failure or refusal by the purchaser to accept delivery on
the Bonds.
CUSIP NUMBERS
If the Bonds qualify for assignment of CUSIP numbers such numbers will be printed on the
Bonds, but neither the failure to print such numbers on any Bond nor any error with respect
thereto will constitute cause for failure or refusal by the purchaser to accept delivery of the
• Bonds. The CUSIP Service Bureau charge for the assignment of CUSIP identification numbers
shall be paid by the purchaser.
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SETTLEMENT
Within 40 days following the date of their award, the Bonds will be delivered without cost to the
purchaser at a place mutually satisfactory to the City and the purchaser. Delivery will be
subject to receipt by the purchaser of an approving legal opinion of Dorsey & Whitney LLP of
Minneapolis, Minnesota, and of customary closing papers, including a no-litigation certificate.
On the date of settlement payment for the Bonds shall be made in federal, or equivalent, funds
which shall be received at the offices of the City or its designee not later than 12:00 Noon,
Central Time. Except as compliance with the terms of payment for the Bonds shall have been
made impossible by action of the City, or its agents, the purchaser shall be liable to the City for
any loss suffered by the City by reason of the purchaser's non-compliance with said terms for
payment.
CONTINUING DISCLOSURE
In order to permit the underwriters purchasing the Bonds to comply with paragraph (b)(5) of
Rule 15c2-12, in the Resolution authorizing and ordering issuance of the Bonds the City will
covenant and agree for the benefit of the holders from time to time of the Bonds, to comply with
Rule 15c2-12, paragraph (b)(5). A description of the City's undertaking is set forth in the Official
Statement.
OFFICIAL STATEMENT
The City has authorized the preparation of an Official Statement containing. pertinent
information relative to the Bonds, and said Official Statement will serve as a nearly-final Official
Statement within the meaning of Rule 15c2-12 of the Securities and Exchange Commission.
For copies of the Official Statement or for any additional information prior to sale, any
prospective purchaser is referred to the Financial Advisor to the City, Springsted Incorporated,
85 East Seventh Place, Suite 100, Saint Paul, Minnesota 55101, telephone (612) 223-3000.
The Official Statement, when further supplemented by an addendum or addenda specifying the
maturity dates, principal amounts and interest rates of the Bonds, together with any other
information required by law, shall constitute a "Final Official Statement" of the City with respect
to the Bonds, as that term. is defined in Rule 15c2-12. By awarding the Bonds to any
underwriter or underwriting syndicate submitting a proposal therefor, the City agrees that, no
more than seven business days after the date of such award, it shall provide without cost to the
senior managing underwriter of the syndicate to which the Bonds are awarded up to 90 copies
of the Official Statement and the addendum or addenda described above. The City designates
the senior managing underwriter of the syndicate to which the Bonds are awarded as its agent
for purposes of distributing copies of the Final Official Statement to each Participating
Underwriter. Any underwriter delivering a proposal with respect to the Bonds agrees thereby
that if its proposal is accepted by the City (i) it shall accept such designation and (ii) it shall
enter Into a contractual relationship with all Participating Underwriters of the Bonds for purposes
of assuring the receipt by each such Participating Underwriter of the Final Official Statement.
Dated September 16, 1996 BY ORDER OF THE CITY COUNCIL
/s/ Charlene Friedges
Clerk
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