2006-12-141
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MOUND HOUSING AND REDEVELOPMENT AUTHORITY
DECEMBER 14, 2006
The Housing and Redevelopment Authority in and for the City of Mound,
Minnesota, met in special session on Thursday, December 14, 2006, at 5:00 p.m.
in the council chambers of city hall.
Members Present: Chair Pat Meisel; Commissioners David Osmek, Mike
Specht, and John Beise.
Members Absent: Commissioner Bob Brown
Others Present: City Attorney John Dean, Executive Director Kandis Hanson,
Sid Inman.
1. Open meeting
Chair Meisel called the meeting to order at 5:05 pm.
2. Consideration/Action on Resolution Awarding the Sale of, and Providing
the Form, Terms, Covenants, and Directions for the Issuance of the
$2,965,000 Limited Tax Pledge Bonds (Mound Transit Center) Series 2006
Sid Inman, Senior Financial Advisor of Ehlers & Associates, reviewed the bond
sale, stating that the sale was privately negotiated with Piper Jaffray at net
interest of 4.7454%. Bond proceeds from the sale are $2,965,000.00 with net
proceeds for project costs is $2,848,138.89.
MOTION by Specht, seconded by Beise to adopt the following resolution. All
voted in favor. Motion carried.
RESOLUTION NO. 06-17H: RESOLUTION AWARDING THE SALE OF, AND
PROVIDING THE FORM, TERMS, COVENANTS, AND DIRECTIONS FOR THE
ISSUANCE OF THE $2,965,000 LIMITED TAX PLEDGE BONDS (MOUND
TRANSIT CENTER) SERIES 2006.
3. Adiourn
MOTION by Osmek, seconded by Beise to adjourn at 5:06 p.m. All voted in
favor. Motion carried.
Attest: Bonnie Ritter, City Clerk
L~
Chair Pat Meisel
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF MOUND, MINNESOTA
RESOLUTION N0.06-17H
RESOLUTION AWARDING THE SALE OF, AND
PROVIDING THE FORM, TERMS, COVENANTS AND
DIRECTIONS FOR THE ISSUANCE OF,
THE $2,965,000 LIMITED TAX PLEDGE BONDS
(MOUND TRANSIT CENTER), SERIES 2006
BE IT RESOLVED by the Board of Commissioners of the Housing and Redevelopment
Authority in and for the City of Mound, Minnesota (the "Issuer"), as follows:
Section 1. Authorization and Sale.
1.01. Authorization. (a) The Issuer is authorized by Minnesota Statutes, Sections 469.001
to 469.047 (the "HRA Act"), and specifically Sections 469.034 and 469.035 thereof, to issue
revenue bonds for any of its corporate purposes, and to pledge thereto income and revenues of
the Issuer.
(b) The Issuer duly created and administers a redevelopment project under the HRA Act
designated as Development District No. 1 (the "Project"), and proposes to acquire and construct
a parking facility and improvements related thereto within and serving the Project, designated as
the Mound Transit Center (the "Facilities"), pursuant to Section 469.012, subdivision 12 of the
HRA Act. To provide financing for a portion of the Facilities, the Authority proposes to issue its
$2,965,000 Limited Tax Pledge Bonds (Mound Transit Center), Series 2006 (the "Bonds"),
under the terms provided herein.
1.02. Sale. The Issuer hereby approves the sale of the Bonds to Piper Jaffray & Co. (the
"Underwriter") at a price of $2,901,999.05. The Chair and Secretary or Executive Director of
the Authority, or in the event any of them are unavailable for any reason, any other member of
the Board of Commissioners or any officer of the Issuer (the "Authorized Officers") are hereby
authorized and directed to execute a Bond Purchase Contract in substantially the form on file
with the Issuer on the date hereof (the "Bond Purchase Contract") on behalf of the Issuer for the
sale of the Bonds.
Section 2. Bond Terms: Registration: Execution and Deliver
2.01. Issuance of Bonds. All acts, conditions and things which are required by the
Constitution and laws of the State of Minnesota to be done, to exist, to happen and to be
performed precedent to and in the valid issuance of the Bonds having been done, now existing,
having happened and having been performed, it is now necessary for the Board of
Commissioners to establish the form and terms of the Bonds, to provide security therefor and to
issue the Bonds forthwith.
2.02. Maturities. Interest Rates: Denominations: and Payment. The Bonds shall be
designated as the Housing and Redevelopment Authority in and for the City of Mound,
Minnesota Limited Tax Pledge Parking Ramp Bonds, Series 2006, shall be originally dated as of
delivery thereof, shall be in minimum denominations of $5,000 or any integral multiple of
$1,000 in excess thereof, not exceeding a single maturity, shall mature on the dates and in the
years and amounts stated below, and shall bear interest from date of issue until paid or duly
called for redemption at the annual rates set forth opposite such years and amounts, as follows:
Maturity Date
Amount
Interest Rate
February 1, 2013 $ 235,000 4.000%
February 1, 2017 225,000 4.100
February 1, 2024 580,000 4.500
February 1, 2031 905,000 4.600
August 1, 2036 1,020,000 4.650
The Bonds shall be issuable only in fully registered form. The interest thereon and, upon
surrender of each Bond at the principal office of the Registrar described herein, the principal
amount thereof, shall be payable by check or draft issued by the Registrar described herein.
2.03. Dates and Interest Payment Dates. Each Bond shall be dated by the Registrar on the
date of its authentication and delivery. The date inserted on each bond shall be the last interest
payment date to which interest has been paid, or if no interest has been paid, the date of delivery
thereof. The interest on the Bonds shall be payable on February 1 and August 1 in each year,
commencing February 1, 2007, to the owner of record thereof as of the close of business on the
fifteenth day of the immediately preceding month, whether or not such day is a business day.
2.04. Redemption.
(a) Optional Redemption. Bonds maturing on or after February 1, 2016 are subject to
redemption and prior payment at the option of the Issuer in whole or in part on February 1, 2015
and on any day thereafter at a redemption price of par plus accrued interest to the redemption
date.
(b) Scheduled Mandatory Redemption. The Bonds (also referred to as the "Term
Bonds") are subject to mandatory redemption in part prior to maturity on the following dates, at
their principal amount (or such portion thereof as is redeemed), without any premium, plus
accrued interest thereon to such redemption date on the dates and in the amounts as set forth
below, subject to pro rata reduction (as further described below):
Sinking Fund Installment Date
February 1, 2008
February 1, 2009
February 1, 2010
Term Bonds due February 1, 2013
Principal Amount Sinking Fund Installment Date Principal Amount
$32,000 February 1, 2011 $41,000
34,000 February 1, 2012 44,000
37,000 February 1, 2013* 47,000
Term Bonds due February 1, 2017
Sinking Fund Installment Date
February 1, 2014
February 1, 2015
Principal Amount Sinking Fund Installment Date Principal Amomit
$51,000 February 1, 2016 $58,000
54,000 February 1, 2017* 62,000
Term Bonds due February 1, 2024
Sinking Fund Installment Date Principal Amount Sinking Fund Installment Date Principal Amount
February 1, 2018 $67,000 February 1, 2022 $ 88,000
February 1, 2019 72,000 February 1, 2023 94,000
February 1, 2020 77,000 February 1, 2024* 100,000
February 1, 2021 82,000
Term Bonds due February 1, 2031
Sinking Fund Installment Date Principal Amount Sinking Fund Installment Date Principal Amount
February 1, 2025 $107,000 February 1, 2029 $136,000
February 1, 2026 114,000 February 1, 2030 145,000
February 1, 2027 121,000 February 1, 2031* 153,000
February 1, 2028 129,000
Term Bonds due August 1, 2036
Sinking Fund Installment Date Principal Amount Sinking Fund Installment Date Principal Amomit
February 1, 2032 $162,000 February 1, 2035 $192,000
February 1, 2033 172,000 February 1, 2036 204,000
February 1, 2034 182,000 August 1, 2036* 108,000
* Final Maturity.
Upon any redemption in part of any of the Term Bonds funds other than pursuant to this
Section 2.04(b), the principal amount of such Term Bonds redeemed shall be credited against
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remaining Mandatory Redemption Payments for such Term Bond in multiples of $1,000
principal amount as directed by the Issuer, or if the Issuer fails to give direction, pro-rata as
nearly as possible against each remaining Mandatory Redemption Payment.
(d) Notice of Redemption. Upon a determination by the Issuer to redeem Bonds as
provided in paragraph (a) above, the Issuer shall notify the Registrar. Upon receipt of such notice
of redemption pursuant to paragraph (a) and in connection with the redemption of Bonds
pursuant to paragraph (b) above, the Registrar shall give notice, in the name of the Issuer, of the
redemption of such Bonds, which notice shall specify (i) the maturities of the Bonds to be
redeemed, (ii) the redemption date, (iii) the place or places where amounts due upon such
redemption will be payable, (iv) if less than all of the Bonds are to be redeemed, the letters and
number or other distinguishing marks of such Bonds so to be redeemed, (v) the CUSIP number
(if any), (vi) the date of such notice, (vii) the issuance date for the Bonds, (viii) the interest rate
of the Bonds to be redeemed, (ix) the Redemption Price, (x) the Registrar's name and address
with contact person and phone number, (xi) the complete official name of the Bonds, including
series, and (xii) in the case of the Bonds to be redeemed in part such notice shall also specify the
respective portions of the principal amount thereof to be redeemed. Such notice shall further
state that on such date there shall become due and payable upon each Bond to be redeemed the
redemption price thereof (or the redemption price of the specified portions of the principal
thereof in the case of the Bonds to be redeemed in part only), together with interest accrued to
the redemption date, and that from and after such date interest thereon shall cease to accrue and
be payable. The Registrar shall mail a copy of such notice by certified mail, with return receipt
requested, postage prepaid, or by overnight delivery, not fewer than thirty (30) days nor more
than sixty (60) days before the redemption date, to the Owners of any Bonds or portions of
Bonds which are to be redeemed at their last addresses appearing upon the registry books. A
defect in, or failure to give, notice shall not invalidate the redemption of any other Bonds.
The Registrar also shall mail a copy of such notice by registered or certified mail,
overnight delivery service, or electronic transmission, for receipt not less than thirty (30) days
before such redemption date to The Depository Trust Company, 55 Water Street, 50th Floor, New
York, New York, 10041-0099; provided, however, that such mailing or transmission shall not be
a condition precedent to such redemption and failure so to mail any such notice shall not affect
the validity of any proceedings for the redemption of Bonds.
2.05. Appointment of Initial Re istrar. The Issuer hereby appoints Bond Trust Services
Corporation, Roseville, Minnesota, as the initial bond registrar, transfer agent and paying agent
(the "Registrar") for the Bonds. The Authorized Officers are authorized to execute and deliver,
on behalf of the Issuer, a contract with the Registrar. Upon merger or consolidation of the
Registrar with another corporation, if the resulting corporation is a bank or trust company
authorized by law to conduct such business, such corporation shall be authorized to act as
successor Registrar. The Issuer agrees to pay the reasonable and customary charges of the
Registrar for the services performed. The Issuer reserves the right to remove the Registrar upon
thirty days' notice and upon the appointment of a successor Registrar, in which event the
predecessor Registrar shall deliver all cash and Bonds in its possession to the successor Registrar
and shall deliver the bond register to the successor Registrar.
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2.06. Registration. The effect of registration and the rights and duties of the Issuer and the
Registrar with respect thereto shall be as follows:
(a) Re ig ster. The Registrar shall keep at its principal corporate trust office a bond register
in which the Registrar shall provide for the registration of ownership of Bonds and the
registration of transfers and exchanges of Bonds entitled to be registered, transferred or
exchanged.
(b) Transfer of Bonds. Upon surrender for transfer of any Bond duly endorsed by the
registered owner thereof or accompanied by a written instrument of transfer, in form satisfactory
to the Registrar, duly executed by the registered owner thereof or by an attorney duly authorized
by the registered owner in writing, the Registrar shall authenticate and deliver, in the name of the
designated transferee or transferees, one or more new Bonds of a like aggregate principal amount
and maturity, as requested by the transferor. The Registrar may, however, close the books for
registration of any transfer after the fifteenth day of the month preceding each interest payment
date and until such interest payment date.
(c) Exchange of Bonds. Whenever any Bonds are surrendered by the registered owner for
exchange, the Registrar shall authenticate and deliver one or more new Bonds of a like aggregate
principal amount and maturity, as requested by the registered owner or the owner's attorney in
writing.
(d) Cancellation. All Bonds surrendered upon any transfer or exchange shall be promptly
canceled by the Registrar and thereafter disposed of as directed by the Issuer.
(e) Improper or Unauthorized Transfer. When any Bond is presented to the Registrar for
transfer, the Registrar may refuse to transfer the same until it is satisfied that the endorsement on
such Bond or separate instrument of transfer is valid and genuine and that the requested transfer
is legally authorized. The Registrar shall incur no liability for the refusal, in good faith, to make
transfers which it, in its judgment, deems improper or unauthorized.
(f) Persons Deemed Owners. The Issuer and the Registrar may treat the person in whose
name any Bond is at any time registered in the bond register as the absolute owner of the Bond,
whether the Bond shall be overdue or not, for the purpose of receiving payment of or on account
of, the principal of and interest on the Bond and for all other purposes; and all payments made to
any registered owner or upon the owner's order shall be valid and effectual to satisfy and
discharge the liability upon the Bond to the extent of the sum or sums so paid.
(g) Taxes, Fees and Charges. For every transfer or exchange of Bonds the Registrar may
impose a charge upon the owner thereof sufficient to reimburse the Registrar for any tax, fee or
other governmental charge required to be paid with respect to such transfer or exchange.
(h) Mutilated, Lost, Stolen or Destroyed Bonds. In case any Bond shall become mutilated
or be destroyed, stolen or lost, the Registrar shall deliver a new Bond of like amount, number,
maturity date and tenor in exchange and substitution for and upon cancellation of any such
mutilated Bond or in lieu of and in substitution for any Bond destroyed, stolen or lost, upon the
payment of the reasonable expenses and charges of the Registrar in connection therewith; and, in
the case of a Bond destroyed, stolen or lost, upon filing with the Registrar of evidence
satisfactory to it that the Bond was destroyed, stolen or lost, and of the ownership thereof, and
upon furnishing to the Registrar of an appropriate bond or indemnity in form, substance and
amount satisfactory to it, in which both the Issuer and the Registrar shall be named as obligees.
All Bonds so surrendered to the Registrar shall be canceled by it and evidence of such
cancellation shall be given to the Issuer. If the mutilated, destroyed, stolen or lost Bond has
already matured or been called for redemption in accordance with its terms it shall not be
necessary to issue a new Bond prior to payment.
(i) Authenticating Agent. The Registrar is hereby designated authenticating agent for the
Bonds.
2.07. Execution. Authentication and Delivery. The Bonds shall be prepared under the
direction of the Executive Director and shall be executed on behalf of the Issuer by the signatures
of the Authorized Officers, provided that the signatures may be printed, engraved or lithographed
facsimiles of the originals. In case any officer whose signature or a facsimile of whose signature
shall appear on the Bonds shall cease to be such officer before the delivery of any Bond, such
signature or facsimile shall nevertheless be valid and sufficient for all purposes, the same as if he
had remained in office until delivery. Notwithstanding such execution, no Bond shall be valid or
obligatory for any purpose or entitled to any security or benefit under this Resolution unless and
until a certificate of authentication on the Bond has been duly executed by the manual signature
of an authorized representative of the Registrar. Certificates of authentication on different Bonds
need not be signed by the same representative. The executed certificate of authentication on each
Bond shall be conclusive evidence that it has been authenticated and delivered under this
Resolution. When the Bonds have been prepared, executed and authenticated, the Executive
Director shall deliver them to the Purchaser upon payment of the purchase price in accordance
with the contract of sale heretofore executed, and the Purchaser shall not be obligated to see to
the application of the purchase price.
2.08. Book-Entr~ystem: Limited Obligation of Issuer.
(a) The Depository Trust Company The Bonds will be initially issued in the form of a
separate single typewritten or printed fully registered Bond for each of the maturities set forth in
Section 2.02 hereof. Upon initial issuance, the ownership of each such Bond will be registered in
the registration books kept by the Registrar in the name of Cede & Co., as nominee for The
Depository Trust Company, New York, New York, and its successors and assigns (the
"Depository"). Except as provided in this section, all of the outstanding Bonds will be registered
in the registration books kept by the Registrar in the name of Cede & Co., as nominee of the
Depository.
(b) Participants. With respect to Bonds registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee of the Depository, the Issuer, the Registrar and
the Paying Agent will have no responsibility or obligation to any broker dealers, banks and other
financial institutions from time to time for which the Depository holds Bonds as securities
depository (the "Participants") or to any other person on behalf of which a Participant holds an
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interest in the Bonds (the "Beneficial Owners"), including but not limited to any responsibility or
obligation with respect to (i) the accuracy of the records of the Depository, Cede & Co., or any
Participant with respect to any ownership interest in the Bonds, (ii) the delivery to any
Participant or any other person other than a registered owner of Bonds, as shown by the
registration books kept by the Registrar, of any notice with respect to the Bonds, including any
notice of redemption, or (iii) the payment to any Participant or any Beneficial Owner, other than
a registered owner of Bonds, or any amount with respect to principal of, premium, if any, or
interest on the Bonds. The Issuer, the Registrar and the Paying Agent may treat and consider the
person in whose name each Bond is registered in the registration books kept by the Registrar as
the holder and absolute owner of such Bond for the purpose of payment of principal, premium
and interest with respect to such Bond, for the purpose of registering transfers with respect to
such Bonds, and for all other purposes. The Paying Agent will pay all principal of, premium, if
any, and interest on the Bonds only to or on the order of the respective registered owners, as
shown in the registration books kept by the Bond Registrar, and all such payments will be valid
and effectual to fully satisfy and discharge the Issuer's obligations with respect to payment of
principal of, premium, if any, or interest on the Bonds to the extent of the sum or sums so paid.
No person other than a registered owner of Bonds, as shown in the registration books kept by the
Registrar, will receive a certificated Bond evidencing the obligation of this resolution. Upon
delivery by the Depository to the Administrator of a written notice to the effect that the
Depository has determined to substitute a new nominee in place of Cede & Co., the words "Cede
& Co.," will refer to such new nominee of the Depository; and upon receipt of such a notice, the
Administrator will promptly deliver a copy of the same to the Bond Registrar and Paying Agent,
if the Registrar or Paying Agent is other than the Administrator.
(c) Representation Letter. The form of representation letter proposed to be submitted to
the Depository which is on file with the Authority and presented to this meeting (the
"Representation Letter"), is hereby approved, and the Authorized Officers, or any one of them, is
authorized to execute and deliver the Representation Letter in substantially the form on file, with
such changes therein not inconsistent with law as the Executive Director and the Bond Counsel
may approve, which approval will be conclusively evidenced by the execution thereof. Any
Paying Agent or Registrar subsequently appointed by the Issuer with respect to the Bonds will
agree to take all action necessary for all representations of the Issuer in the Representation Letter
with respect to the Registrar and Paying Agent, respectively, to at all times to complied with.
(d) Termination of Book-Entry On1~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 Issuer and discharging its
responsibilities with respect thereto under applicable law. The Issuer may terminate the
services of the Depository with respect to the Bonds 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 Issuer or the Beneficial Owners.
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(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 Issuer, is
willing and able to assume such functions upon reasonable or customary terms, or if the
Issuer determines that it is in the best interests of the Issuer or the Beneficial Owners of
the Bonds that the Beneficial Owners be able to obtain certificates for the Bonds, the
Bonds shall no longer be 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 Section 2.06. To the extent that the Beneficial Owners are
designated as the transferee by the Holders, in accordance with Section 2.06 hereof, the
Bonds will be delivered to the Beneficial Owners.
(iii) Nothing in this subparagraph (d) shall limit or restrict the provisions of
Section 2.06.
2.09. Form of Bonds. The Bonds shall be prepared in substantially the following form:
R-
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF MOUND, MINNESOTA
LIMITED TAX PLEDGE BONDS
(MOUND TRANSIT CENTER)
SERIES 2006
Maturity Interest Dated
Date Rate Date CUSIP
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT: DOLLARS
The Housing and Redevelopment Authority in and for the City of Mound (the "Issuer"), a
duly organized and existing public body corporate and politic and political subdivision of the
State of Minnesota, acknowledges itself to be indebted and for value received hereby promises to
pay to the registered owner specified above, or registered assigns, the principal sum specified
above on the maturity date specified above, and to pay interest thereon from the date hereof at
the annual rate specified above, payable on February 1 and August 1 in each year, commencing
February 1, 2007, to the person in whose name this Bond is registered at the close of business on
the fifteenth day (whether or not a business day) of the immediately preceding month. The
interest hereon and, upon presentation and surrender hereof, the principal hereof are payable in
lawful money of the United States of America by check or draft by Bond Trust Services
Corporation, in Roseville, Minnesota, as Bond Registrar and Paying Agent (the "Registrar"), or
its designated successor under the Resolution described herein.
This Bond is one of a series in the aggregate principal amount of $2,965,000 all of like
date and tenor, except as to maturity date, interest rate and denomination, issued pursuant to a
resolution adopted by the Board of Commissioners of the Issuer on December 14, 2006 (the
"Resolution"), to finance certain costs of a redevelopment project (the "Project") undertaken by
the Issuer, and is issued pursuant to and in full conformity with the Constitution and laws of the
State of Minnesota thereunto enabling, including Minnesota Statutes, Chapter 469. The Bonds of
this series are issuable only as fully registered bonds, in minimum denominations of $5,000 or
any integral multiple of $1,000 in excess thereof. The Bonds are secured by the Issuer's covenant
to levy its special benefits tax for collection in each year during the term of the Bonds in an
amount at least equal to 105 percent of the amount necessary to pay principal of and interest on
the Bonds as the same become due and payable, and a pledge of such special benefits tax to the
payment of debt service on the Bonds.
The Bonds are special limited obligations of the Issuer, payable solely from amounts
pledged to the payment thereof pursuant to the Resolution. The Bonds shall not be a debt of the
City of Mound, the State of Minnesota or any political subdivision thereof, and neither the City
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of Mound nor the State or any political subdivision thereof shall be liable on the Bonds, nor shall
the Bonds be payable out of any funds or properties other than those of the Issuer pledged
thereto.
As provided in the Resolution and subject to certain limitations set forth therein, this
Bond is transferable upon the books of the Issuer at the principal office of the Registrar, by the
registered owner hereof in person or by the owner's attorney duly authorized in writing upon
surrender hereof together with a written instrument of transfer satisfactory to the Registrar, duly
executed by the registered owner or the owner's attorney; and may also be surrendered in
exchange for Bonds of other authorized denominations. Upon such transfer or exchange the
Issuer will cause a new Bond or Bonds to be issued in the name of the transferee or registered
owner, of the same aggregate principal amount, bearing interest at the same rate and maturing on
the same date, subject to reimbursement for any tax, fee or governmental charge required to be
paid with respect to such transfer or exchange.
Bonds maturing on or after February 1, 2016, are subject to redemption and prior
payment at the option of the Issuer in whole or in part on February 1, 2015, and on any day
thereafter at a redemption price of par plus accrued interest to the redemption date.
The Bonds (also referred to as the "Term Bonds") are subject to mandatory redemption in
part prior to maturity at their principal amount (or such portion thereof as is redeemed), without
any premium, plus accrued interest thereon to such redemption date, on the dates and in the
amounts as set forth in the Resolution, subject to pro rata reduction (as further described in the
Resolution).
Upon any redemption in part of any of the Term Bonds funds other than pursuant to
Section 2.04(b) of the Resolution, the principal amount of such Term Bonds redeemed shall be
credited against remaining Mandatory Redemption Payments for such Term Bond in multiples of
$1,000 principal amount as directed by the Issuer, or if the Issuer fails to give direction, pro-rata
as nearly as possible against each remaining Mandatory Redemption Payment.
Upon a determination by the Issuer to redeem Bonds as provided above, the Issuer shall
notify the Registrar and the Registrar shall give notice, in the name of the Issuer, of the
redemption of such Bonds, which notice shall specify (i) the maturities of the Bonds to be
redeemed, (ii) the redemption date, (iii) the place or places where amounts due upon such
redemption will be payable, (iv) if less than all of the Bonds are to be redeemed, the letters and
number or other distinguishing marks of such Bonds so to be redeemed, (v) the CUSIP number
(if any), (vi) the date of such notice, (vii) the issuance date for the Bonds, (viii) the interest rate
of the Bonds to be redeemed, (ix) the Redemption Price, (x) the Registrar's name and address
with contact person and phone number, (xi) the complete official name of the Bonds, including
series, and (xii) in the case of the Bonds to be redeemed in part such notice shall also specify the
respective portions of the principal amount thereof to be redeemed. Such notice shall further
state that on such date there shall become due and payable upon each Bond to be redeemed the
redemption price thereof (or the redemption price of the specified portions of the principal
thereof in the case of the Bonds to be redeemed in part only), together with interest accrued to
the redemption date, and that from and after such date interest thereon shall cease to accrue and
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be payable. The Registrar shall mail a copy of such notice by certified mail, with return receipt
requested, postage prepaid, or by overnight delivery, not fewer than thirty (30) days nor more
than sixty (60) days before the redemption date, to the Owners of any Bonds or portions of
Bonds which are to be redeemed at their last addresses appearing upon the registry books. A
defect in, or failure to give, notice shall not invalidate the redemption of any other Bonds.
The Registrar also shall mail a copy of such notice by registered or certified mail or
overnight delivery service for receipt not less than thirty (30) days before such redemption date
to The Depository Trust Company, 55 Water Street, 50~' Floor, New York, New York 10041-
0099; provided, however, that such mailing shall not be a condition precedent to such
redemption and failure so to mail any such notice shall not affect the validity of any proceedings
for the redemption of Bonds.
The Issuer and the Registrar may deem and treat the person in whose name this Bond is
registered as the absolute owner hereof, whether this Bond is overdue or not, for the purpose of
receiving payment and for all other purposes, and neither the Issuer nor the Registrar shall be
affected by any notice to the contrary.
IT IS HEREBY CERTIFIED, RECITED, COVENANTED AND AGREED that all acts,
conditions and things required by the Constitution and laws of the State of Minnesota to be done,
to exist, to happen and to be performed preliminary to and in the issuance of this Bond in order
to make it a valid special limited bond of the Issuer in accordance with its terms, have been done,
do exist, have happened and have been performed as so required; that, prior to the issuance
hereof the Board of Commissioners of the Issuer has by the Resolution covenanted and agreed to
levy a special benefits tax in each year during the term of the Bonds in order to provide moneys
to pay principal of and interest on the Bonds. The Bonds have been issued in aid of the Project.
The Bonds do not constitute an indebtedness within the meaning of any constitutional or
statutory debt limitation or restriction.
This Bond shall not be valid or become obligatory for any purpose or be entitled to any
security or benefit under the Resolution until the Certificate of Authentication hereon shall have
been executed by the Registrar by manual signature of one of its authorized representatives.
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IN WITNESS WHEREOF, the Housing and Redevelopment Authority in and for the
City of Mound, Minnesota, by its Board of Commissioners, has caused this Bond to be executed
on its behalf by the printed facsimile signatures of its Chair and Secretary, and has caused this
Bond to be dated as of the date set forth below.
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF MOUND, MINNESOTA
facsimile)
Chair
Attest: (facsimile)
Executive Director
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
BOND TRUST SERVICES CORPORATION
as Registrar
By
Its Authorized Representative
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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 under
(Gust) (Minor)
the Uniform Transfers to Minors Act
(State)
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 all rights thereunder, and does hereby
irrevocably constitute and appoint attorney to transfer the said Bond on the books kept for
registration of the within Bond, with full power of substitution in the premises.
Dated:
Notice:
The assignor's signature to this assignment
must correspond with the name as it appears
upon the face of the within Bond in every
particular, without alteration or enlargement or
any change whatsoever.
Signature Guaranteed:
Signature(s) must be guaranteed by a
commercial bank or trust company or
by a brokerage firm having a membership in
one of the major stock exchanges.
PLEASE INSERT SOCIAL SECURITY OR
OTHER IDENTIFYING NUMBER OF
ASSIGNEE:
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Section 3. Funds and Accounts.
(a) 3.01. Project Fund. There is hereby created a special fund designated as the
Series 2006 Project Fund (the "Project Fund"), to be held and administered by the Issuer separate
and apart from all other funds of the Issuer. The Issuer appropriates to the Project Fund the
proceeds of the sale of the Bonds.
(b) The funds in the Project Fund will be disbursed (i) to pay or reimburse costs of
the Facilities; and (ii) to pay costs of issuance of the Bonds.
(c) All income received from investment of amounts on deposit in the Project Fund
shall be credited to the Project Fund. Any balance remaining in the Project Fund after
completion of the Facilities shall be credited and paid to the Bond Fund established in Section
3.02.
3.02. Bond Fund. There is hereby established on the official books and records of the
Issuer a Series 2006 Bond Fund (the "Bond Fund"). So long as any of the Bonds are outstanding
and any principal of or interest thereon unpaid, the Issuer shall maintain the Bond Fund, and the
principal of and interest on the Bonds shall be payable from the Bond Fund. The Issuer
irrevocably appropriates to the Bond Fund (a) proceeds of the Issuer's special benefits tax levied
pursuant to Section 469.033, Subdivision 6 of the HRA Act (the "Special Benefits Tax") and
collected in each year during the term of the Bonds, in an amount that, together with any other
funds on deposit in the Bond Fund, is equal to the principal of and interest on the Bonds (and any
Parity Debt as defined in Section 4.02 that is secured by the Bond Fund) due during the
immediately following Bond Year, and (b) proceeds of the Special Benefits Tax collected in
2006 in an amount equal to the interest due on the Bonds on February 1, 2007. The term "Bond
Year" means a year commencing on August 1 and ending on July 31 of the following calendar
year. All monies appropriated to the Bond Fund under this Section, together with any other
amounts deposited therein by the Issuer, are pledged solely to pay principal of and interest on the
Bonds.
The Issuer shall not cause to be applied to the payment of the Bonds any amounts which
would constitute "private payments" or "private security" for the Bonds, which might cause the
Bonds to be considered "private activity bonds" or "private loan bonds" pursuant to Section 141
of the Internal Revenue Code of 1986, as amended (the "Code").
Section 4. Covenants.
4.01. Special Benefits Tax. The Issuer hereby covenants and agrees as follows:
(a) The Issuer will levy for collection in each year in which principal of or interest on
the Bonds is due and payable, its Special Benefits Tax in an amount that, together with any other
funds on deposit in the Bond Fund as of the date of filing the final levy with the County auditor,
is sufficient to pay not less than 105 percent of principal of and interest due on the Bonds (and
any Parity Debt as defined in Section 4.02) in the following Bond Year; all subject to the limit on
such Special Benefits Tax set forth in Section 469.033, Subdivision 6 of the HRA Act; and
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(b) The Issuer will submit to the City in each year during which the Bonds are
outstanding a budget in accordance with the requirements of Section 469.033, Subdivision 6 of
the HRA Act, and to take other actions necessary to levy its Special Benefits Tax in accordance
with (a) above.
(c) Upon receipt of each of the first half and the second half of proceeds from its
Special Benefits Tax in each year, the Issuer shall deposit in the Bond Fund an amount sufficient
to pay debt service due and payable on the Bonds (and any Parity Debt that is secured by the
Bond Fund) on the next interest payment date. On each February 1, the balance of any proceeds
of the Special Benefits Tax collected by the Issuer as of that date in excess of the principal and
interest payment due on that date are released from the pledge to the Bonds under this Resolution
and may be retained by the Issuer and used for any purpose in accordance with law.
4.02. Parity Debt. The Issuer may pledge its Special Benefits Tax to other bonds or
obligations on a parity with the pledge made hereunder ("Parity Debt"), provided however, that
the Issuer shall not make any such pledge unless, at the time such pledge is initially made, (a) the
maximum Special Benefits Tax that the Issuer is authorized to levy in the then-current calendar
year is at least 105 percent of the total principal and interest payable on the Bonds and all Parity
Debt (including the Parity Debt then being issued) in the following Bond Year and (taking into
the account the provisions of clause (b) of this Section) in each subsequent Bond Year while the
Bonds and Parity Debt are outstanding, and (b) for purposes of structuring any Parity Debt, the
Issuer may project an annual increase in the Special Benefits Tax of no more than one percent.
Section 5. Defeasance. When all of the Bonds have been discharged as provided in this
section, all pledges, covenants and other rights granted by this Resolution to the holders of the
Bonds shall cease. The Issuer may discharge its obligations with respect to any Bonds which are
due on any date by depositing with the 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 Registrar a sum sufficient for the payment thereof in full with
interest accrued from the due date to the date of such deposit. The Issuer 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 Registrar on or before that date an
amount equal to the principal, interest and redemption premium, if any, which are then due,
provided that notice of such redemption has been duly given as provided herein. The Issuer 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 bank qualified by law as an escrow agent for this purpose, cash or securities which are
authorized by law to be so deposited, bearing interest payable at such time and at such rates and
maturing or callable at the holder's option on such dates as shall be required to pay all principal,
interest and redemption premiums to become due thereon to maturity or earlier designated
redemption date.
Section 6. Authentication of Transcript. The officers of the Issuer and the Executive
Director are hereby authorized and directed to prepare and furnish to the Purchaser and to
Kennedy & Graven, Chartered, Bond Counsel, certified copies of all proceedings and records
relating to the Bonds and such other affidavits, certificates and information as may be required to
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show the facts relating to the legality and marketability of the Bonds, as the same appear from
the books and records in their custody and control or as otherwise known to them, and all such
certified copies, affidavits and certificates, including any heretofore furnished, shall be deemed
representations of the Issuer as to the correctness of all statements contained therein.
Section 7. Tax Covenants; Arbitrage Certificate.
(a) The Issuer covenants and agrees with the holders from time to time of the Bonds
herein authorized, that it will not take, or permit to be taken by any of its officers, employees or
agents, any action which would cause the interest payable on the Bonds to become subject to
taxation under the Internal Revenue Code of 1986, as amended (the Code) and regulations issued
thereunder, in effect at the time of such action, and that it will take, or will cause its officers,
employees or agents to take, all affirmative actions within its powers which may be necessary to
insure that such interest will not become subject to taxation under the Code and applicable
Treasury Regulations, as presently existing or as hereafter amended and made applicable to the
Bonds.
(b) The Authorized Officers, being the officers of the Issuer charged with the
responsibility for issuing the Bonds pursuant to this Resolution, are authorized and directed to
execute and deliver to the Purchaser a certificate in accordance with the provisions of Section
148 of the Code, and Sections 1.148-0 through 1.148-11 of the Regulations, stating that on the
basis of facts, estimates and circumstances in existence on the date of issue and delivery of the
Bonds, it is reasonably expected that the proceeds of the Bonds will not be used in a manner that
would cause the Bonds to be arbitrage bonds within the meaning of the Code and the applicable
regulations.
(c) In order to qualify the Bonds as "qualified tax-exempt obligations" within the meaning
of Section 265(b)(3) of the Code, the Issuer makes the following factual statements and
representations:
Code;
(1) the Bonds are not "private activity bonds" as defined in Section 141 of the
(2) the Issuer designates the Bonds as "qualified tax-exempt obligations" for
purposes of Section 265(b)(3) of the Code;
(3) the reasonably anticipated amount of tax-exempt obligations (other than
private activity bonds that are not qualified 501(c)(3) bonds) which will be issued by the
Issuer (and all subordinate entities of the Issuer) during calendar year 2006 will not exceed
$10,000,000; and
(4) not more than $10,000,000 of obligations issued by the Issuer during
calendar year 2006 have been designated for purposes of Section 265(b)(3) of the Code.
Section 8. Official Statement. The Preliminary Official Statement and an Official
Statement relating to the Bonds, prepared and delivered, or to be on behalf of the Issuer, is
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hereby approved, and the officers of the Issuer are hereby authorized and directed to execute
such certificates as may be appropriate concerning the accuracy, completeness and sufficiency
thereof.
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Adopted this 14th day of December, 2006.
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Acting Chair
Attest:
Exec tive Director
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