HomeMy WebLinkAboutResolution No. 089-09 • RESOLUTION ACCEPTING OFFER ON SALE OF
$8,145,000 TAXABLE GENERAL OBLIGATION
TAX INCREMENT REVENUE BONDS, SERIES 2009A, AND
PLEDGING TAX INCREMENTS FOR THE SECURITY THEREOF
A. WHEREAS,the City of Rochester, Minnesota(the "City")has heretofore
established the Development District No. 36 (the "Development District") in accordance with
Minnesota Statutes, Section 469.124 to 469.134, both inclusive, and has approved a development
program therefore (the "Program"); and
B. WHEREAS,the City has heretofore created Tax Increment Financing
District No. 36-1 (the"Tax Increment District") within the Development District and adopted a
tax increment financing plan therefor(the "TIF Plan")pursuant to the provisions of Minnesota
Statutes, Section 469.174 to 469.1799; and
C. WHEREAS,pursuant to the provisions of the TIF Plan,tax increments are
to be expended within the Tax Increment District to provide money to finance a portion of the
costs of constructing a bioscience building (the "Project"); and
D. WHEREAS,the City has retained Springsted Incorporated("Springsted
Incorporated"), an independent financial consultant in connection with the issuance of the Bonds,
and is therefore authorized to negotiate the sale of the Bonds without complying with the public
sale requirements of Minnesota Statutes, Chapter 475; and
• E. WHEREAS,the City has heretofore determined and declared that it is
necessary and expedient to issue $8,145,000 Taxable General Obligation Tax Increment
Revenue Bonds, Series 2009A of the City, pursuant to Minnesota Statutes, Chapter 475,to
finance the Project; and
F. WHEREAS,the following offers were received, opened and recorded at
the offices of Springsted Incorporated at 10:30 A.M., this same day:
Bidder Interest Rate Net Interest Cost
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of
Rochester, Minnesota, as follows:
l. Acceptance of Offer. The offer of
(the"Purchaser"),to purchase
$8,145,000 Taxable General Obligation Tax Increment Revenue Bonds, Series 2009A of the
City(the "Bonds", or individually a"Bond"), at the rates of interest hereinafter set forth, and to
pay therefor the sum of$ ,plus interest accrued to settlement, is hereby found,
determined and declared to be the most favorable offer received and is hereby accepted, and the
• Bonds are hereby awarded to said purchaser. The Finance Director is directed to retain the
2300087v1
• deposit of said purchaser and to forthwith return to the others making offers their good faith
checks or drafts.
2. Terms of Bonds.
(a) Title-, Original Issue Date; Denominations; Maturities; Term Bond Option.
The Bonds shall be titled"Taxable General Obligation Tax Increment Revenue Bonds, Series
2009A", shall be dated March 15, 2009, 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 denomination of$5,000 each or in any integral multiple thereof of a single maturity. The
Bonds shall mature on February 1 in the years and amounts as follows:
Year Amount
2012 $225,000
2013 230,000
2014 240,000
2015 245,000
2016 255,000
2017 265,000
2018 275,000
2019 290,000
2020 305,000
2021 320,000
2022 335,000
2023 350,000
2024 370,000
2025 390,000
2026 415,000
2027 435,000
2028 460,000
2029 485,000
2030 515,000
2031 545,000
2032 580,000
2033 615,000
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; Letter of Representations. 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 the Bonds will be issued in book entry form and to
this end:
2300087v1 2
(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 7 (with respect to redemption) and 12
(with respect to registration,transfer and exchange)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 City Finance Director in Rochester, Minnesota(the "Bond
Registrar") 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 Registered Holder of any Bonds (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 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 12 hereof(with
2300087vl 3
respect to registration, transfer and exchange), 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").
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 a portion of the costs
of a bioscience business center. The estimated amount of tax increments to be generated by Tax
Increment Financing No. 36 (the "Pledged Tax Increments"), exceeds 20% of the principal
amount of the Bonds. 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 Bonds.
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
1,2010 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
2012 %
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
• 2024
2025
2300087vl 4
• 2026
2027
2028
2029
2030
2031
2032
2033
5. Redemption. All Bonds maturing in the years 2020 through 2033, both
exclusive, shall be subject to redemption and prepayment at the option of the City on February 1,
2019, and on any date thereafter at a price of par plus accrued interest. Redemption may be in
whole or in part of the Bonds subject to prepayment. If redemption is in part,the City shall
determine the maturities and principal amounts within each maturity to be prepaid; and if only
part of the Bonds having a common maturity date are called for prepayment, the specific Bonds
to be prepaid shall be chosen in a random manner by the Bond Registrar. Bonds or portions
thereof called for redemption shall be due and payable on the redemption date, and interest
thereon shall cease to accrue from and after the redemption date. Mailed notice of redemption
shall be given to the paying agent and to each affected registered holder of the Bonds.
To effect a partial redemption of Bonds having a common maturity date,the Bond
Registrar prior to giving notice of redemption shall assign to each Bond having a common
• maturity date a distinctive number for each$5,000 of the principal amount of such Bond. The
Bond Registrar shall then select in a random manner, using such method of selection as it shall
deem proper in its discretion, from the numbers so assigned to such Bonds, as many numbers as,
at$5,000 for each number, shall equal the principal amount of such Bonds to be redeemed. The
Bonds to be redeemed shall be the Bonds to which were assigned numbers so selected; provided,
however,that only so much of the principal amount of each'such Bond of a denomination of
more than$5,000 shall be redeemed as shall equal $5,000 for each number assigned to it and so
selected. If a Bond is to be redeemed only in part, it shall be surrendered to the Bond Registrar
(with, if the City or Bond Registrar so requires, a written instrument of transfer in form
satisfactory to the City and Bond Registrar duly executed by the holder thereof or his, her or its
attorney duly authorized in writing) and the City shall execute (if necessary) and the Bond
Registrar shall authenticate and deliver to the Holder of such Bond, without service charge, a
new Bond or Bonds of the same series having the same stated maturity and interest rate and of
any authorized denomination or denominations, as requested by such Holder, in aggregate
principal amount equal to and in exchange for the unredeemed portion of the principal of the
Bond so surrendered.
6. Bond Registrar. The City Finance Director in Rochester, Minnesota, 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 paragraph 12 of this
resolution(with respect to interest payment and record date).
2300087v1 5
• 7. Form of Bond. The Bonds,together with the Bond Registrar's Certificate
of Authentication, the form of Assignment and the registration information thereon, shall be in
substantially the following form:
2300087v1 6
• UNITED STATES OF AMERICA
STATE OF MINNESOTA
OLMSTED COUNTY
CITY OF ROCHESTER
R- $
TAXABLE GENERAL OBLIGATION
TAX INCREMENT REVENUE BOND, SERIES 2009A
INTEREST MATURITY DATE OF
RATE DATE ORIGINAL ISSUE CUSIP
March 15, 2009
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT: DOLLARS
KNOW ALL PERSONS BY THESE PRESENTS that the City of Rochester,
Olmsted County, Minnesota(the "Issuer"), certifies that it is indebted and for value received
promises to pay to the registered owner specified above, or registered assigns, in the manner
hereinafter set forth, unless called for earlier redemption, 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, 2010 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 the City
Finance Director in Rochester, Minnesota(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, and surrender of this Bond shall not be required for payment of the redemption
2300087v1 7
price upon a partial redemption of this Bond. Until termination of the book-entry only system
pursuant to the Resolution, Bonds may only be registered in the name of the Depository or its
Nominee.
Redemption. All Bonds of this issue (the "Bonds")maturing in the years 2020
through 2033,both inclusive, are subject to redemption and prepayment at the option of the
Issuer on February 1, 2019, and on any date thereafter at a price of par plus accrued interest.
Redemption may be in whole or in part of the Bonds subject to prepayment. If redemption is in
part, the Issuer shall determine the maturities and principal amount within each maturity to be
prepaid; and if only part of the Bonds having a common maturity date are called for prepayment,
the specific Bonds to be prepaid shall be chosen in a random manner by the Bond Registrar.
Bonds or portions thereof called for redemption shall be due and payable on the redemption date,
and interest thereon shall cease to accrue from and after the redemption date. Mailed notice of
redemption shall be given to the paying agent and to each affected Holder of the Bonds.
Selection of Bonds for Redemption; Partial Redemption. To effect a partial
redemption of Bonds having a common maturity date, the Bond Registrar shall assign to each
Bond having a common maturity date a distinctive number for each$5,000 of the principal
amount of such Bond. The Bond Registrar shall then select in a random manner, using such
method of selection as it shall deem proper in its discretion, from the numbers assigned to the
Bonds, as many numbers as, at$5,000 for each number, shall equal the principal amount of such
Bonds to be redeemed. The Bonds to be redeemed shall be the Bonds to which were assigned
numbers so selected; provided, however,that only so much of the principal amount of such Bond
of a denomination of more than $5,000 shall be redeemed as shall equal $5,000 for each number
assigned to it and so selected. If a Bond is to be redeemed only in part, it shall be surrendered to
the Bond Registrar (with, if the Issuer or Bond Registrar so requires, a written instrument of
transfer in form satisfactory to the Issuer and Bond Registrar duly executed by the Holder thereof
or his, her or its attorney duly authorized in writing) and the Issuer shall execute (if necessary)
and the Bond Registrar shall authenticate and deliver to the Holder of such Bond, without service
charge, a new Bond or Bonds of the same series having the same stated maturity and interest rate
and of any authorized denomination or denominations, as requested by such Holder, in aggregate
principal amount equal to and in exchange for the unredeemed portion of the principal of the
Bond so surrendered.
Issuance; Purpose; General Obli ag tion. This Bond is one of an issue in the total
principal amount of$8,145,000, all of like date of original issue and tenor, except as to number,
maturity, interest rate, denomination and redemption privilege 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 Common Council of the Issuer on March 2, 2009 (the
"Resolution"), for the purpose of providing money to finance a portion of the costs of
constructing a bioscience building within Tax Increment Financing District No. 36. This Bond is
payable out of the Taxable General Obligation Tax Increment Revenue Bonds, Series 2009A
Fund of the Issuer. 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.
2300087v1 8
• Denominations; Exchange; Resolution. The Bonds are issuable solely as fully
registered bonds in the denominations of$5,000 and integral multiples thereof of a single
maturity 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 herein 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.
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.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions and things
required by the Constitution, laws of the State of Minnesota and Charter of the Issuer 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 the date of its issuance and delivery to the original purchaser, does not
exceed any constitutional, statutory or Charter limitation of indebtedness.
•
2300087v1 9
• IN WITNESS WHEREOF,the City of Rochester, Olmsted County, Minnesota,
by its Common Council has caused this Bond to be executed on its behalf by the facsimile
signatures of its Mayor and its Clerk,the corporate seal having been intentionally omitted as
permitted by law.
Date of Registration Registrable by: CITY FINANCE DIRECTOR
ROCHESTER, MINNESOTA
Payable at: CITY FINANCE DIRECTOR
ROCHESTER, MINNESOTA
BOND REGISTRAR'S
CERTIFICATE OF CITY OF ROCHESTER,
AUTHENTICATION OLMSTED COUNTY,
This Bond is one of the MINNESOTA
Bonds described in the
Resolution mentioned
Within. /s/facsimile
Mayor
CITY FINANCE DIRECTOR
ROCHESTER,MINNESOTA
Bond Registrar
/s/facsimile
Clerk
By
Authorized Signature
2300087A 10
• 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.
•
2300087v1 1 1
• 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.)
•
2300087v1 12
[Use only for Bonds when they are
Registered in Book Entry Only System]
PREPAYMENT SCHEDULE
This Bond has been prepaid in part on the date(s) and in the amounts) as follows:
Date Amount Authorized Signature
of Holder
i
2300087vl 13
• 8. Execution; TemporaryB onds. The Bonds shall be printed (or, at the
request of the Purchaser, typewritten) shall be executed on behalf of the City by the signatures of
its Mayor and Clerk 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 maybe necessary to reflect more than one maturity in a single
temporary bond. The temporary bonds may be executed with photocopied facsimile signatures
of the Mayor and Clerk. Such temporary bonds shall, upon the printing of the definitive bonds
and the execution thereof,be exchanged therefor and canceled.
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,
which date is March 15, 2009. The Certificate of Authentication so executed on each Bond 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 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 with respect to authentication) 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
maturity,upon surrender of the Bonds to be exchanged at the principal office of the Bond
2300087vl 14
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 Clerk 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 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 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 with respect to interest payment and record date) on, such
• Bond and for all other purposes whatsoever whether or not such Bond shall be overdue, and
neither the City nor the Bond Registrar shall be affected by notice to the contrary.
2300087v 1 15
• 14. Delivery, Application of Proceeds. The Bonds when so prepared and
executed shall be delivered by the City Clerk 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"Taxable General Obligation Tax Increment Revenue Bonds, Series 2009A 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 Bonds 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.
(i) Capital Account. To the Capital Account there shall be credited the proceeds of
the sale of the Bonds, less accrued interest received thereon, and less any amount paid for the
Bonds in excess of$8,047,260 and less capitalized interest in the amount of$ ,
(together with interest earnings thereon and subject to such other adjustments as are appropriate
to provide sufficient funds to pay interest due on the Bonds on or before February 1, 2010).
From the Capital Account there shall be paid the eligible costs and expenses of the Project,
including all other 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 Bonds may also be used to the
extent necessary to pay interest on the Bonds due prior to the receipt of Tax Increments.
• (ii) Debt Service Account. There are hereby irrevocably appropriated and pledged to,
and there shall be credited to,the Debt Service Account: (a) all accrued interest received upon
delivery of the Bonds; (b) all funds paid for the Bonds in excess of$8,047,260; (c)Pledged Tax
Increments to pay the annual principal and interest payments on the Bonds; (d) any collections of
all taxes herein or hereafter levied in the event that the Pledged Tax Increments and rent from the
Project herein pledged to the payment of the principal and interest on the Bonds are insufficient
therefore; (e) capitalized interest in the amount of$ (together with interest earnings
thereon and subject to such other adjustments as are appropriate to provide sufficient funds to
pay interest due on the Bonds on or before February 1, 2010); (f) all funds remaining in the
Capital Account after payment of the costs of the Project; (g) all investment earnings on funds
held in the Debt Service Account; and (h) 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 and any premiums for
redemption of the Bonds and any other general obligation bonds of the City hereafter issued by
the City and made payable from said account as provided by law.
16. Tax Increments and Rent. The City hereby appropriates all Pledged Tax
Increments and rent collected from tenants in the Project(the "Rent")to the Debt Service
Account,which appropriation shall continue until all of the Bonds and any additional bonds
payable from the Debt Service Account, are paid or discharged.
17. Coverage Test. The collections of Pledged Tax Increments, Rent, and
• other revenues herein pledged are such that if collected in full they produce at least five percent
2300087v1 16
• (5%) in excess of the amount needed to meet when due the principal and interest payments on
the Bonds.
18. 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.
19. Certificate of Registration. The Clerk is hereby directed to file a certified
copy of this resolution with the County Auditor of Olmsted County,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.
20. 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 discharge its obligations with respect to any prepayable
Bonds called for redemption on any date when they are prepayable according to their terms, by
depositing with the Bond Registrar on or before that date a sum sufficient for the payment
thereof in full,provided that notice of redemption thereof has been duly given. 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 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 or, if notice of
redemption as herein required has been duly provided for,to such earlier redemption date.
21. Continuing Disclosure.
(a) 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:
(1) Provide or cause to be provided to each nationally recognized
M municipal securities information repository ("NRMSIR") and to the appropriate
state information depository("SID"), if any, for the State of Minnesota,through
23000870 17
and including June 30, 2009, and thereafter to the Electronic Municipal Market
Access system at www.emma.msrb.ora ("EMMA") 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.
(2) Provide or cause to be provided, in a timely manner, (i) through
and including June 30, 2009 to each NRMSIR or to the Municipal Securities
Rulemaking Board ("MSRB") and any SID, and (ii)thereafter to EMMA, notice
of the occurrence of certain material events with respect to the Bonds in
accordance with the Undertaking.
(3) Provide or cause to be provided, in a timely manner, (i)through
and including June 30, 2009 to each NRMSIR or to the MSRB and any SID, and
(ii)thereafter to EMMA, notice of a failure by the Issuer to provide the annual
financial information with respect to the Issuer described in the Undertaking.
(4) The City agrees that its covenants pursuant to the Rule set forth in
this paragraph and in the Undertaking are intended to be for the benefit of the
holders and any other beneficial owners of the Bonds and shall be enforceable on
behalf of such holders and beneficial owners;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.
• (b) The Mayor and Clerk of the City, or any other officer of the City
authorized to act in their place, (the "Officers") are hereby authorized and directed to
execute on behalf of the City the Undertaking in substantially the form presented to the
Common 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.
22. 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.
23. Reservation of Rights. Notwithstanding any provisions herein to the
contrary,the City reserves the right to terminate, reduce or apply to other lawful purposes the
Pledged Tax Increments and Rent to the payment of the Bonds and interest thereon to the extent
and in the manner permitted by law.
t
•
2300087v1 18
• 24. 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.
25. 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.
PASSED AND ADOPTED BY THE COM,MqN COUNCIL OF THE CITY OF
ROCHESTER,MINNESOTA, THIS 2"DAY RCH, 2009.
PRESIDENT OF SAID COMMON COUNCIL
ATTEST:
CITY CLEIkK
Approved this� �day of lAl , 2009.
•
MAYOR OF SAID CITY
(Seal of the City of
Rochester, Minnesota)
2300087v1 19
CERTIFICATION
I,the undersigned City Clerk of the City of Rochester, Minnesota, do hereby certify the
following:
The foregoing is true and correct copy of a Resolution on file and of record in the offices
of the City, which Resolution relates to the issuance by the City of its Taxable General
Obligation Tax Increment Revenue Bonds, Series 2009A. Said Resolution was duly adopted by
the Rochester Common Council at a regular or special meeting of the Council held on March 2,
2009. Said meeting was duly called and regularly held and was open to the public and was held
at the place at which meetings of the Council are regularly held, a quorum of the Council being
present and acting throughout. Councilmember 'kbjcik moved the adoption of
the Resolution, which motion was seconded by Councilmember Nowi-cki . A vote
being taken on the motion, the following members of the Council voted in favor of the
Resolution: President Da-rlis z, Carnijmmb,,xs M�k Bilderb�, Ed [kwka, Sarxha Mans,
Bob %dcla, Bnm Srryder, Midiael i%bjcik
and the following voted against the same: Nome
Whereupon said Resolution was declared duly passed and adopted. The Resolution is in
full force and effect and no action has been taken by the Council which would in any way alter
• or amend the Resolution.
WITNESS MY HAND officially as the City Clerk of the City of Rochester, Minnesota,
this day of March, 2009.
City Clerk
City of Rochester, Minnesota
i
i
2300087v1