HomeMy WebLinkAboutResolution 14-1999 RESOLUTION NO. 14-99
RESOLUTION RELATING TO LEASE-PURCHASE OF CITY FACILITIES;
AUTHORIZING THE EXECUTION AND DELIVERY OF A FIRST SUPPLEMENTAL
LEASE-PURCHASE AGREEMENT AND APPROVING AND AUTHORIZING
EXECUTION OF RELATED DOCUMENTS
BE IT RESOLVED by the City Commission of the City of Brookings, South
Dakota(the City), as follows:
Section 1. Recitals.
1.01. The City is authorized by South Dakota Codified Laws, Chapters 9-40 and
9-41, as amended (together,the Act), and the city charter,to acquire land and acquire and
construct improvements and equipment comprising a system for the purpose of providing
(i) electricity, gas or other light, heat and power, (ii) water and water supply for
municipal, industrial and domestic purposes, (iii) collection, treatment and disposal of
sewage and other domestic, commercial and industrial wastes, and (iv) a telephone
system and related services. Pursuant to South Dakota Codified Laws, Section 9-39-6
and the city charter,the City has, by voter approval, established the Brookings Municipal
Utilities (the Utility)to manage and control such services.
1.02. Pursuant to a Ground Lease and Easement Agreement, dated as of
December 1, 1998 (the Original Ground Lease),the City has granted the First National
Bank in Brookings (the Trustee) a leasehold interest in certain real estate (the Original
Land) and improvements thereon and the Trustee has caused certain improvements to be
acquired, constructed and installed (the Original Facilities) and has leased its interest in
the Original Land and leased and agreed to sell the Original Facilities to the City pursuant
to a Lease-Purchase Agreement, dated as of December 1, 1998 (the Original Lease).
1.03. Pursuant to a Declaration of Trust, dated as of December 1, 1998 (the
Original Trust Agreement), by the Trustee and joined in by the City, the Trustee has
issued Certificates of Participation(the Series 1998 Certificates) in the Original Lease
and the payments thereunder.
1.04. The Utility and the City have found it necessary and appropriate to acquire
additional interests in real estate (the 1999 Land; together with the Original Land,the
Land) and to acquire, construct and install additional buildings, improvements and
equipment on the Land (the 1999 Facilities). Toward this end, the City and the Trustee
have agreed to enter into a First Amendment to Ground Lease and Easement Agreement
(the First Amendment to Ground Lease; the Original Ground Lease as amended by the
First Amendment to Ground Lease is referred to as the Ground Lease)and a First
Amendment to Lease-Purchase Agreement, (the First Amendment to Lease; the Original
Lease as amended by the First Amendment to Lease is referred to as the Lease) and the
Trustee will execute and deliver a First Supplemental Declaration of Trust (the First
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Supplemental Trust Agreement; the Original Trust Agreement as supplemented by the
First Supplemental Trust Agreement is referred to as the Trust Agreement),to be joined
in by the City, pursuant to which the Trustee will (i) issue Certificates of Participation
(the Series 1999 Certificates) in the additional lease payments to be made by the City '
under the First Amendment to Lease and (ii)receive the proceeds of the sale of the Series
1999 Certificates and disburse such proceeds for the payment of costs of acquiring and
constructing the 1999 Facilities, and for payment of costs of issuance of the Series 1999
Certificates.
1.05. Dougherty Summit Securities LLC (the Purchaser) is hereby retained by the
City to underwrite the Series 1999 Certificates.
1.06. Forms of the following documents relating to the 1999 Facilities and related
financing(the Documents) will be prepared and submitted to the City and, when received,
are hereby directed to be filed with the Finance Officer: (a) the First Amendment to
Ground Lease; (b)the First Amendment to Lease; (c)the First Supplemental Trust
Agreement; and(d) the Certificate Purchase Agreement described in Section 2.
Section 2. Apnrovals.
2.01. Authorization and Approval of the Documents. The financing described
above is found to be favorable and is hereby approved. The Mayor and Finance Officer
are authorized to approve the execution and delivery of the First Amendment to Lease
and the Series 1999 Certificates, in a principal amount not to exceed $11,000,000, which
includes, without limitation, amounts to pay the premium for qualified credit
enhancement, if any, and costs of issuance (including underwriter's discount not
exceeding 2.50% of par), and any allowance for original issue discount, the Certificates to
bear interest at a rate or rates per annum resulting in an average interest rate not greater
than 7.00%per annum and to mature over a period of not to exceed 20 years. The Mayor
and Finance Officer are directed to enter into a Certificate Purchase Agreement with the
Purchaser whereby the Purchaser will agree to purchase the Series 1999 Certificates; the
execution of the Certificate Purchase Agreement by the Mayor and Finance Officer shall
be conclusive evidence of their approval of the principal amount, purchase price, interest
rates and other terms set forth therein. The Mayor, Finance Officer and City Attorney are
authorized to approve the final forms of Documents and the Mayor and Finance Officer
are directed to execute the Documents. Copies of all Documents shall be delivered, filed
and recorded as provided therein. The Mayor, Finance Officer and City Attorney are also
authorized and directed to execute such other instruments as may be required to give
effect to the transactions herein contemplated. The City will cooperate in the issuance of
the Series 1999 Certificates and the Mayor, Finance Officer and the City Attorney shall
execute such other instruments as are necessary to the issuance of the Series 1999
Certificates.
2.02. Additional Utility Obli atg ions. This Commission acknowledges that the
Lease contains provisions limiting the City's ability to issue or incur Additional Utility
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Obligations while the Lease is in force and any Certificates are Outstanding. The
Commission will not approve or participate in the issuance of any Additional Utility
Obligations unless the conditions set forth in the Lease for issuance of Additional Utility
Obligations have been satisfied.
Section 3. Modifications, Absence of Officers. The approval hereby given to the
Documents includes an approval of such additional details therein as may be necessary
and appropriate and such modifications thereto, deletions therefrom and additions thereto
as may be necessary and appropriate and approved by the City Attorney prior to the
execution of the Documents. The execution of any instrument by the appropriate officer
or officers of the City herein authorized shall be conclusive evidence of the approval of
such documents in accordance with the terms hereof. In the absence of the Mayor or the
Finance Officer, any of the Documents authorized by this resolution to be executed may
be executed by such officers as, in the opinion of the City Attorney, may execute
documents in their stead.
Section 4. Payment of Lease Pavments. The City will pay to the Trustee
promptly when due, all of the 1999 Lease Payments (as defined in the First Amendment
to Lease) and other amounts required by the Lease. To provide moneys to make such
payments, the City will include in its annual budget, for each fiscal year during the term
of the Lease, moneys sufficient to pay and for the purpose of paying all Lease Payments,
including the 1999 Lease Payments, and other amounts payable under the Lease, and will
take all other actions necessary to provide moneys for the payment of the obligations of
the City under the Lease from sources of the City lawfully available for this purpose. The
City agrees that it will appropriate to the payment of the 1999 Lease Payments all
collections of special assessments levied with respect to the 1999 Facilities. The
agreements of the City in this section are subject to the provisions for termination set
forth in the Lease, which shall provide that the Lease will be subject to termination by the
City, without penalty, at the end of any fiscal year of the City, if the City Commission
notifies the Trustee, not later than July 1 of that fiscal year that it will not budget or
appropriate money for the payment of the City's obligations under the Lease for the
succeeding fiscal year.
Section 5. Tax and Arbitrage Matters.
5.01. Covenant. The City covenants and agrees with the owners from time to
time of the Series 1999 Certificates, 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 component of
the 1999 Lease Payments to become subject to taxation under the Internal Revenue Code
of 1986, as amended (the Code) and any regulations issued thereunder(the Treasury
Regulations), in effect at the time of such action, and that it will take, or it will cause its
officers, employees or agents to take, all affirmative actions within its powers which may
be necessary to insure that the interest component of the 1999 Lease Payments will not
become subject to taxation under the Code and the Treasury Regulations, as presently
existing or as hereafter amended and made applicable to the Series 1999 Certificates. The
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City represents and covenants that the City is the owner of the 1999 Facilities and uses
them for its municipal functions. So long as the Series 1999 Certificates aze outstanding, ,
the City will not enter into any lease, use agreement or other contract or agreement
respecting the 1999 Facilities which would cause the Series 1998 Certificates or the
Series 1999 Certificates to be considered "private activity bonds" or "private loan bonds"
pursuant to the provisions of Section 141 of the Code.
5.02. Arbitrage Certification. The Mayor and Finance Officer being the officers
of the City charged with the responsibility for issuing the Series 1999 Certificates
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
Section 1.148-2(b) of the Treasury Regulations, stating the facts, estimates and
circumstances in existence on the date of issue and delivery of the Series 1999
Certificates which make it reasonable to expect that the proceeds of the Series 1999
Certificates will not be used in a manner that would cause the Series 1999 Certificates to
be arbitrage bonds within the meaning of the Code and Treasury Regulations.
5.03. Arbitrage Rebate. The City acknowledges that the arbitrage rebate
requirements of Section 148(�(4)(D) of the Code are applicable to the Series 1999
Certificates,the City hereby covenants and agrees to make computations, retain records
and pay amounts to the United States at the times and in the manner required by said
Section 148(�(4)(D) of the Code, and as set forth in the tax compliance agreement or
similar document executed in connection with the delivery of the Series 1999 Certificates
to the Purchaser.
Section 6. Continuing Disclosure. The City acknowledges that the Series 1999
Certificates are subject to the continuing disclosure requirements of Rule 15c2-12
promulgated by the Securities and Exchange Commission under the Securities Exchange
Act of 1934 (17 C.F.R. § 240.15c2-12) (as in effect and interpreted from time to time, the
"Rule"). The Rule governs the obligations of certain underwriters to require that issuers
of municipal obligations enter into agreements for the benefit of the holders of the
obligations to provide continuing disclosure with respect to the obligations. To provide
for the public availability of certain information relating to the Series 1999 Certificates
and the security therefor and to permit participating underwriters in the primary offering
of the Series 1999 Certificates to comply with the Rule, which will enhance the
marketability of the Series 1999 Certificates,the Mayor and the Finance Officer are
hereby authorized and directed to execute an Agreement Concerning Continuing
Disclosure, by which the City agrees to provide such information, either directly or
through a disclosure agent, and the City hereby covenants and agrees to observe and
perform the covenants and agreements contained therein, unless amended or terminated
in accordance with the provisions thereof, for the benefit of the registered owners or
beneficial owners from time to time of the Outstanding Series 1999 Certificates as therein
provided.
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Section 7. Amendment. This resolution may be amended from time to time, prior
to the issuance of the Series 1999 Certificates,by an administrative resolution adopted by
this Commission.
Passes and approved this 23`d day of February, 1999.
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Finance Officer
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CERTIFICATE
The undersigned, being the duly qualified and acting Finance Officer of
the City of Brookings, South Dakota, hereby certifies that the above resolution is a true
and correct copy of the resolution as adopted by the City Commission on the 23`d day of
February, 1999.
WITNESS my hand officially as such Finance Officer and seal this 23�a
day of February, 1999.
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ot�FO�'t".+, Finance Of i e
,�.•`��pPPORAIEp•�CS
MAR.9
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DORSEY & WHITNEY LLP .
MINNEAPOLIS PILLSBURY CENTER SOUTH tdEw vORK
WASHINGTON,D.C. ZLO SOUTH SIXTH S7�REET DENVER
LONDON MINNEAPOLIS,M�t.ttveso'rn 55402-1498 SEATTLE
ERUSSELS TELEPHONE: �C�I2� 34O-ZGOO
FARGO
HONG KONG Fnx: (612) 340-2868 I
BILLINGS
DES MOtNES �
ROCHES"I'ER MISSOULA
VERLANE L.ENDORF
COSTA MESA (612)340-2651 GREAT FALLS
Fax(612)340-2644
endorf.lynn @ dorseylaw.com
February 17, 1999
Mr. Theodore Kryger
City of Brookings
P. O. Box 270
311 Third Avenue
Brookings, SD 57006-0270
Mr. Craig Osvog
Brookings 1Vlunicipal Utility
P.O. Box 588
525 Western Avenue
Brookings, SD 57006-0588
Re: Lease Certificates of Participation, Series 1999
City of Brookings, South Dakota
Dear Ted and Craig:
Enclosed is a revised City Comm.ission Resolution with the "bank qualified" section deleted.
If you have any questions, please feel free to call.
Very truly yours,
C� �''���
l er anr�ndor
VLE/pmh
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Enclosure
cc: Walter Parkins (w/encl)
Ray Woodsend (w/encl)