HomeMy WebLinkAbout03-188.docThe City Council of the City of Oshkosh, Winnebago County, Wisconsin, met in
regular, open, public session at its regular meeting place on June 24, 2003, at 6:00
o’clock P.M., with the following members present:
Shirley Mattox
William Castle, Jr.
Fr ank Tower
Brian Poeschl
Paul Esslinger
Mark Harris
and the following members absent:
Stephen Hintz
* * * *
(Other Business)
The City Clerk stated that one purpose of the meeting was the consideration of
proposals received for t he purchase of $8,615,000 aggregate principal amount of
Taxable General Obligation Refunding Bonds, Series 2003 - D, of the City of Oshkosh,
Winnebago County, Wisconsin, pursuant to sealed bids.
Thereupon the following resolution was introduced by Deputy May or Mark Harris
and, pursuant to motion made by Council Member Esslinger and seconded by Council
Member Tower, was adopted by the following vote:
Aye: Mattox, Castle, Tower, Poeschl, Esslinger, Harris
Nay: n/a
Absent or Not Voting: Hintz
03 - 188.doc
2110468 • CLJ • 9 / 2 / 03
JUNE 24, 200 3 03 - 188 RESOLUTION
(CARRIED __ 6 - 0 ____ LOST _______ LAID OVER ________ WITHDRAWN________)
R determining to issue $8,615,000 aggregate
ESOLUTION
principal amount of Taxable General Obligation Refunding
Bonds, Series 2003 - D, of the City of Oshkosh, Winnebago
County, Wisconsin, providing details, prescribing the form of
bond, awarding the bonds to the best bidder, and levying
taxes.
W , by initial resolutions duly adopted on June 10, 2003, there have been
HEREAS
authorized to be issued not to exceed $11,500,000 general obligation bonds of the City
of Oshkosh, Winnebago County, Wisconsin (the “City” ) for the public purpose of
refunding certain outstanding municipal obligations of the City (the “Prior Obligations” );
and
W , notice of the sale of bonds for such purpose was published on June 18 ,
HEREAS
2003, in The Bond Buyer ; and
W , the City is simultaneously issuing bonds for such purpose in the
HEREAS
aggregate principal amount of $1,050,000; and
W , it is now necessary that said bonds be sold and issued for the
HEREAS
purposes aforesaid in the aggregate principal amount of $8,615,000; and
W , pursuant to the advertisement aforesaid, sealed bids were received for
HEREAS
the purchase of said bonds in said amount until 10:30 A.M., C.D.T., on June 24, 2003,
and are as follows :
N B T I R
AME OF IDDER RUE NTEREST ATE
Robert W. Baird & Co. Incorporated 4.3834%
Griffin Kubik Stephens & Thompson 4.3980
Cronin & Co., Inc. 4.4686
; and
W , the bid of Robert W. Baird & Co. Incorporated, of Milwaukee,
HEREAS
Wisconsin, and associates at a price of $8,556,000, plus accrued interest to the date of
delivery, was the best bid sub mitted, which bid is as follows:
- 2 -
(Here Insert or Attach a True Copy of the Winning Bid)
- 3 -
N , T , Be It Resolved by the City Council of the City of Oshkosh,
OW HEREFORE
Winnebago County, Wisconsin, as follows:
Section 1. Definitions . For all purposes of this Resolution, except as otherwise
expressly provided herein or unless the context otherwise requires, the terms defined in
this Section 1 shall have the meanings set forth below, and shall include the plural as
well as the singular:
“Bond” or “Bonds” shall mean one or more of the Taxable General Obligation
Refunding Bonds, Series 2003 - D, authorized to be issued by the terms of this
Resolution.
“Bond Register” shall mea n the books of the City kept by the Registrar to
evidence the registration and transfer of the Bonds.
“City” shall mean the City of Oshkosh, Winnebago County, Wisconsin, and any
successor to the duties or functions of the City.
“Code” means the Internal Re venue Code of 1986, as amended.
“Governing Body” shall mean the City Council of the City, or such other council,
board, commission or body, by whatever name known, which shall succeed to its
powers.
“Registrar” shall mean U.S. Bank National Association o f St. Paul, Minnesota, or
a successor designated as Registrar under this Resolution.
“Resolution” shall mean this resolution as adopted by the Governing Body of the
City.
Section 2. Authorization . The issuance of $8,615,000 aggregate principal
amount of Bonds is hereby authorized for the purpose of providing funds in an amount
sufficient to refund the Prior Obligations as set out in the preamble to this Resolution.
The Bonds shall be designated “Taxable General Obligation Refunding Bonds,
Series 2003 - D,” shall be dated July 15, 2003, as originally issued, and shall also bear
the date of their authentication by the Registrar. The Bonds shall be in fully registered
form, shall be in denominations of $5,000 each and integral multiples thereof (but no
single Bond shall represent installments of principal maturing on more than one date),
shall be lettered “R” and numbered consecutively starting with the number one, shall
mature serially on March 15 of each of the years 2004 to 2023, inclusive, in the principal
amounts and shall bear interest at the rates per annum, as follows:
- 4 -
P I
RINCIPAL NTEREST
Y A R
EAR MOUNT ATE
2004 $570,000 2.00%
2005 640,000 2.00
2006 650,000 2.10
2007 580,000 2.50
2008 595,000 2.95
2009 615,000 3.25
2010 430,000 3.65
2011 335,000 3. 95
2012 350,000 4.20
2013 365,000 4.40
2014 380,000 4.55
2015 400,000 4.55
2016 405,000 4.60
2017 420,000 4.65
2018 440,000 4.75
2019 460,000 4.80
2020 490,000 4.90
2021 290,000 4.95
2022 100,000 5.00
100,000 5.00
Section 3. Interest; Paymen t Provisions . The Bonds shall bear interest from
their date or from the most recent interest payment date to which interest has been paid
or duly provided for, at the interest rates set out above, such interest (computed upon
the basis of a 360 - day year c onsisting of twelve 30 - day months) being payable on
March 15 and September 15 of each year, commencing on March 15, 2004. Interest on
each Bond shall be paid by check or draft of the Registrar to the person in whose name
such Bond is registered at the clo se of business on the first day of the calendar month
in which the applicable interest payment date occurs. The principal of each Bond shall
be payable in lawful money of the United States of America only upon presentation and
surrender of such Bond at th e principal corporate trust office of the Registrar in St. Paul,
Minnesota. The Bonds may be prepared in printed or typewritten form.
Section 4. Execution; Authentication . The Bonds shall be executed on behalf of
the City with the manual or facsimile si gnature of the City Manager of the City and with
the manual or facsimile signature of the City Clerk of the City, and sealed with the
official seal of the City or a printed facsimile thereof. In case any officer whose
signature shall appear on any Bond sh all cease to be such officer before the delivery of
such Bond, such signature shall nevertheless be valid and sufficient for all purposes,
the same as if such officer had remained in office until delivery.
- 5 -
All Bonds shall have thereon a certificate of auth entication substantially in the
form hereinafter set forth duly executed by the Registrar as authenticating agent of the
City and showing the date of authentication thereof. No Bond shall be valid or
obligatory for any purpose or be entitled to any securi ty or benefit under this Resolution
unless and until such certificate of authentication shall have been duly executed by the
Registrar by manual signature, and such certificate of authentication upon any such
Bond shall be conclusive evidence that such Bon d has been authenticated and
delivered under this Resolution. The certificate of authentication on any Bond shall be
deemed to have been executed by the Registrar if signed by an authorized officer of the
Registrar, but it shall not be necessary that the same officer sign the certificate of
authentication on all of the Bonds issued under this Resolution.
Section 5. Registration of Bonds; Persons Treated as Owners . The City shall
cause books (the “Bond Register” ) for the registration and for the transfer of the Bonds
as provided in this Resolution to be kept at the principal corporate trust office of the
Registrar, which is hereby constituted and appointed the registrar of the City with
respect to the Bonds herein authorized.
Upon surrender for transfer of any Bond at the principal corporate trust office of
the Registrar duly endorsed by, or accompanied by a written instrument or instruments
of transfer in form satisfactory to the Registrar duly executed by, the registered owner
thereof or his attorney duly authorized in writing, the City shall execute and the
Registrar shall authenticate, date and deliver in the name of the transferee or
transferees a new fully registered Bond or Bonds of the same maturity and interest rate
of authorized denomination or den ominations, for a like aggregate principal amount.
Any fully registered Bond or Bonds may be exchanged at said office of the Registrar for
a like aggregate principal amount of Bond or Bonds of the same maturity and interest
rate of other authorized denomi nation or denominations. The execution by the City of
any fully registered Bond shall constitute full and due authorization of such Bond, and
the Registrar shall thereby be authorized to authenticate, date and deliver such Bond;
provided, however, that th e principal amount of the outstanding Bonds authenticated by
the Registrar shall never exceed the authorized principal amount of the Bonds, less
previous retirements.
The Registrar may, but shall not be required to, transfer or exchange any Bond
during the period of fifteen (15) days next preceding any interest payment date on such
Bond, nor to transfer or exchange any Bond after notice calling such Bond for
redemption prior to maturity has been mailed nor during the period of fifteen (15) days
next precedi ng mailing of a notice of redemption of any Bonds.
The person in whose name any Bond shall be registered shall be deemed and
regarded as the absolute owner thereof for all purposes, and payment of the principal
of, premium (if any) or interest on any Bond shall be made only to or upon the order of
the registered owner thereof or his legal representative. All such payments shall be
valid and effectual to satisfy and discharge the liability upon such Bond to the extent of
the sum or sums so paid.
- 6 -
The Registr ar shall never register any Bond to bearer.
No service charge shall be made for any transfer or exchange of Bonds, but the
City or the Registrar may require payment of a sum sufficient to cover any tax or other
governmental charge that may be imposed in co nnection with any transfer or exchange
of Bonds, except in the case of the issuance of a Bond or Bonds for the unredeemed
portion of a Bond surrendered for redemption.
The City and/or the Registrar may enter into an agreement with a securities
depository r egistered under Section 17A of the Securities Exchange Act of 1934, as
amended (the “Securities Depository” ), including without limitation The Depository Trust
Company, which is the record owner of the Bonds, to establish procedures with respect
to Bonds o wned by such Securities Depository. Such agreement may impose
additional requirements on the Registrar with respect to the Bonds.
Section 6. Prior Redemption . The Bonds maturing on and after March 15,
2012, shall be subject to redemption prior to maturi ty at the option of the City, as a
whole or in part in such order as the City may determine (less than all of the Bonds of a
single maturity to be selected by the Registrar as hereinafter provided), on March 15,
2011, and on any date thereafter, at a redem ption price of 100% of the principal amount
thereof being redeemed plus accrued interest to the date fixed for redemption.
The Bonds shall be redeemed only in the principal amount of $5,000 each and
integral multiples thereof. At least forty - five (45) d ays prior to the date fixed for
redemption (unless a shorter notice shall be satisfactory to the Registrar), the City shall
notify the Registrar of such date fixed for redemption and of the order and the principal
amount of Bonds to be redeemed. For purpo ses of any redemption of less than all of
the outstanding Bonds of a single maturity, the particular Bonds or portions of Bonds to
be redeemed shall be selected by the Registrar from the outstanding Bonds of such
maturity then outstanding by such method as the Registrar shall deem fair and
appropriate, and which may provide for the selection for redemption of Bonds or
portions of Bonds in principal amounts of $5,000 and integral multiples thereof.
The Registrar shall promptly notify the City in writing of t he Bonds or portions of
Bonds selected for redemption prior to maturity and, in the case of any Bond selected
for partial redemption, the principal amount thereof to be redeemed.
Section 7. Redemption Procedure . Unless waived by any registered owner of
B onds (or portions thereof) to be redeemed, notice of the call for any such redemption
prior to maturity shall be given by the Registrar on behalf of the City by mailing the
redemption notice by registered or certified mail, postage prepaid, not less than t hirty
(30) days prior to the date fixed for redemption to the registered owner of the Bond or
Bonds to be so redeemed at the address shown on the Bond Register or at such other
address as is furnished in writing by such registered owner to the Registrar. Failure to
give such notice by mailing to any owner of any Bond, or any defect therein, shall not
affect the validity of any proceedings for the redemption of any other Bonds.
- 7 -
All notices of redemption shall state:
(1) the date fixed for redemption,
(2) the redemption price,
(3) if less than all outstanding Bonds are to be redeemed, the
identification, including CUSIP numbers (and, in the case of partial redemption,
the respective principal amounts) of the Bonds to be redeemed,
(4) that on the date fixe d for redemption the redemption price will
become due and payable upon each such Bond or portion thereof called for
redemption, and that interest thereon shall cease to accrue from and after said
date, and
(5) the place where such Bonds are to be surrende red for payment of
the redemption price, which place of payment shall be the principal corporate
trust office of the Registrar.
Prior to any date fixed for redemption, the City shall deposit with the Registrar an
amount of money sufficient to pay the redem ption price of all the Bonds or portions of
Bonds which are to be redeemed on that date. With respect to an optional redemption
of any Bonds, unless moneys sufficient to pay the principal of and interest on the Bonds
to be redeemed shall have been receive d by the Registrar prior to the giving of such
notice of redemption, such notice may, at the option of the City, state that said
redemption shall be conditional upon the receipt of such moneys by the Registrar on or
prior to the date fixed for redemption. If such moneys are not received, such notice
shall be of no force and effect, the City shall not redeem such Bonds and the Registrar
shall give notice, in the same manner in which the notice of redemption was given, that
such moneys were not so received a nd that such Bonds will not be redeemed.
Notice of redemption having been given as aforesaid, the Bonds or portions of
Bonds so to be redeemed shall, on the date fixed for redemption, become due and
payable at the redemption price therein specified, and fr om and after such date (unless
the City shall default in the payment of the redemption price) such Bonds or portions of
Bonds shall cease to bear interest. Upon surrender of such Bonds for redemption in
accordance with said notice, such Bonds shall be pai d by the Registrar at the
redemption price. Installments of interest due on or prior to the date fixed for
redemption shall be payable as herein provided for the payment of interest. Upon
surrender for any partial redemption of any Bond, there shall be p repared for the
registered owner a new Bond or Bonds of the same maturity and interest rate in the
amount of the unpaid principal. All Bonds which have been redeemed shall be
cancelled and destroyed by the Registrar, and shall not be reissued.
In addition to the redemption notice required above, further notice of redemption
(the “Additional Redemption Notice” ) shall be given by the Registrar as set forth below,
- 8 -
but no defect in the Additional Redemption Notice nor any failure to give all or any
portion of the Additional Redemption Notice shall in any manner affect the effectiveness
of a call for redemption if notice thereof is given as prescribed above.
Each Additional Redemption Notice given hereunder shall contain the information
required above, plus (i) the date such notice required above has been or will be mailed;
(ii) the date of issuance of the Bonds being redeemed, as originally issued; (iii) the
maturity date of each Bond (or portion thereof) to be redeemed; and (iv) any other
descriptive informatio n needed to identify accurately the Bonds being redeemed prior to
maturity.
Each Additional Redemption Notice shall be sent at least thirty (30) days before
the date fixed for redemption by legible facsimile transmission, registered or certified
mail (post age prepaid) or overnight delivery service to The Depository Trust Company
of New York, New York, and to at least two (2) national information services that
disseminate notices of redemption of obligations such as the Bonds.
Section 8. Form of Bonds . The Bonds, the certificate of authentication to be
endorsed thereon and the form of assignment to be endorsed thereon are all to be in
substantially the following forms with necessary and appropriate variations, omissions
and insertions as permitted or requir ed by this Resolution:
- 9 -
(Form of Bond — Front Side)
No. R - __________ $______________
U S A
NITED TATES OF MERICA
S W
TATE OF ISCONSIN
C W
OUNTY OF INNEBAGO
C O
ITY OF SHKOSH
T G O
AXABLE ENERAL BLIGATION
R B , S 2003 - D
EFUNDING OND ERIES
R
ATE OF
I M D D D CUSIP N
NTEREST ATURITY ATE A TED ATE UMBER
March 15, ____ July 15, 2003 __________
Registered Owner:
Principal Amount:
K A M B T P : That the City of Oshkosh in the County of
NOW LL EN Y HESE RESENTS
Winnebago and the State of Wisconsin (the “City” ), hereby acknowledges itself to o we
and for value received promises to pay to the Registered Owner hereinabove identified,
or registered assigns as hereinafter provided, on the Maturity Date hereinabove
identified, the Principal Amount hereinabove identified and to pay interest (computed on
the basis of a 360 - day year consisting of twelve 30 - day months) on such Principal
Amount from the Dated Date hereinabove identified or from the most recent interest
payment date to which interest has been paid at the Rate of Interest per annum
hereinabo ve identified on March 15 and September 15 of each year, commencing on
March 15, 2004, until said Principal Amount is paid, except as the provisions hereinafter
set forth with respect to redemption prior to maturity may be and become applicable to
this Bon d.
The principal of this Bond is payable in lawful money of the United States of
America only upon presentation and surrender of this Bond at the principal corporate
trust office of U.S. Bank, National Association, in St. Paul Minnesota, as registrar and
p aying agent (the “Registrar” ). Payment of each installment of interest hereon shall be
made to the Registered Owner hereof who shall appear on the registration books of the
City maintained by the Registrar at the close of business on the first day of the calendar
month in which the applicable interest payment date occurs, and shall be paid by check
- 10 -
or draft of the Registrar mailed to such Registered Owner at his address as it appears
on such registration books or at such other address as may be furnished i n writing by
such Registered Owner to the Registrar.
Reference is hereby made to the further provisions of this Bond set forth on the
reverse side hereof, and such further provisions shall for all purposes have the same
effect as if set forth on the front side of this Bond
It is hereby certified, recited and declared that all acts, conditions and things
required to be done, exist, happen and be performed precedent to and in the issuance
of this Bond have been done, have existed, have happened and have been performed
in due time, form and manner as required by the Constitution and the laws of the State
of Wisconsin; that this Bond, together with all other indebtedness of the City, does not
exceed any limitation prescribed by law; and that the City has levied a direct annual
irrepealable tax sufficient to pay the interest hereon when it falls due and also to pay
and discharge the principal hereof at maturity.
The full faith, credit and resources of the City are hereby pledged for the payment
of the principal of and interest on this Bond and the issue of which it is a part as the
same respectively become due and for the levy and collection of sufficient taxes for that
purpose.
This Bond shall not be valid or become obligatory for any purpose until the
certificate of authentication hereon shall have been signed by the Registrar.
I W W the City of Oshkosh, Winnebago County, Wisconsin, by its
N ITNESS HEREOF
City Council, has caused this Bond to be executed with the duly authorized manual or
facsimile signature of its C ity Manager and with the duly authorized manual or facsimile
signature of its City Clerk, and its official seal or a facsimile thereof to be impressed or
reproduced hereon, as of the Dated Date hereinabove identified.
____________________________ ________________________________
City Clerk City Manager
[S ]
E AL
- 11 -
C A
ERTIFICATE OF UTHENTICATION
This Bond is one of the Bonds described in the within mentioned Resolution, and
is one of the Taxable General Obligation Refunding Bonds, Series 2003 - D, of the City of
Oshkosh, Winnebago County, Wisconsin.
Date of Authent ication: _____________________
U.S. B N A ,
ANK ATIONAL SSOCIATION
as Bond Registrar
By ________________________________
Authorized Officer
[Form of Bond - Reverse Side]
This Bond is one of an authorized issue of Taxable General Obligation Refunding
Bonds, Series 2003 - D, aggregating th e principal amount of $8,615,000 (the “Bonds” )
issued for the purpose of refunding certain outstanding municipal obligations of the City,
pursuant to and in all respects in compliance with Chapter 67, Wisconsin Statutes, as
supplemented and amended, and a resolution adopted by the City Council of the City
on June 24, 2003 (the “Resolution” ).
This Bond is transferable by the Registered Owner hereof in person or by his
attorney duly authorized in writing at the principal corporate trust office of the Registra r
in St. Paul Minnesota, but only in the manner, subject to the limitations and upon
payment of the charges provided in the Resolution, and upon surrender and
cancellation of this Bond. Upon such transfer a new Bond or Bonds of the same
maturity and inter est rate of authorized denomination or denominations and for a like
aggregate principal amount will be issued to the transferee in exchange for this Bond.
The Bonds are issuable in fully registered form in denominations of $5,000 each
and integral multiple s thereof. This Bond may be exchanged at the principal corporate
trust office of the Registrar for a like aggregate principal amount of Bonds of the same
maturity and interest rate of other authorized denominations, upon the terms set forth in
the Resolut ion.
The City and the Registrar may deem and treat the registered owner hereof as
the absolute owner hereof for the purpose of receiving payment of or on account of
principal hereof and interest due hereon and for all other purposes and neither the City
no r the Registrar shall be affected by any notice to the contrary.
Bonds of the issue of which this Bond is one maturing on and after March 15,
2012, are subject to redemption prior to maturity at the option of the City, as a whole or
- 12 -
in part in such order a s the City may determine in integral multiples of $5,000, less than
all the Bonds of a single maturity to be selected by the Registrar, as provided in the
Resolution, in such manner as it shall deem fair and appropriate, on March 15, 2011,
and on any date thereafter, at a redemption price of 100% of the principal amount
thereof being redeemed plus accrued interest to the date fixed for redemption.
Notice of any intended redemption shall be sent by registered or certified mail,
postage prepaid, not less than thirty (30) days prior to the date fixed for redemption to
the registered owner of each Bond to be redeemed (in whole or in part) at the address
shown on the registration books of the City maintained by the Registrar or at such other
address as is furnish ed in writing by such registered owner to the Registrar. Such
notice of redemption may be conditional as provided in the Resolution. When so called
for redemption, this Bond, or the portion hereof being so called for redemption, will
cease to bear intere st on the specified redemption date, provided funds for redemption
are on deposit at the place of payment on that date, and shall not be deemed to be
outstanding.
* * *
The following abbreviations, when used in the inscription on the face of the within
Bond, shall be construed as though they were written out in full according to applicable
laws or regulations:
T C - as tenants in common U G /T M A -
EN OM NIF IFT RANS IN CT
_________Custodian _________
(Cust) (Minor)
T E - as tenants by the entirety under Uniform Gifts/Transfers to
EN NT
Minors
J T - as joint tenants with right Act___________________________
T EN
of survivorship and not ___
as tenants in common (State)
Additional abbreviations may also be used though not liste d above.
- 13 -
A
SSIGNMENT
F V R , the undersigned hereby sells, assigns and transfers unto
OR ALUE ECEIVED
________________________________ ________________________________ _____
________________________________ ________________________________ _____
(Name and Address of Assignee)
the within Bond, and does hereby irrevocably constitute and appoint
_______________________ _______________________________ ______________________ , or its
successor as Registrar, to transfer the said Bond on the books kept for registration
thereof with full power of substitution in the premises.
Dated: _________________________
________________________________________________
N : The signature to this Assignment must correspond with the name of the
OTICE
registered owner as it appears upon the face of the within Bond in every
particular, without alteration or enlargement or any change whatever.
Signature guaranteed: ___________ _________________
N : Signature(s) must be guaranteed by a member firm of the New York Stock
OTICE
Exchange or a commercial bank or trust company.
Section 9. Sale of Bonds . The sale of the Bonds to Robert W. Baird & Co.
Incorporated, of Milwaukee, Wisconsi n, and associates, at the price of $8,556,000 plus
accrued interest to the date of delivery, is hereby confirmed. The City Treasurer of the
City is hereby authorized to deliver the Bonds to said purchasers upon payment of the
purchase price.
Section 10. Tax Levy . In order to provide for the collection of a direct annual tax
sufficient to pay the interest on the Bonds and to pay and discharge the principal thereof
at maturity, there is hereby levied upon all the taxable property in the City of Oshkosh,
Wi nnebago County, Wisconsin, a direct annual tax in amounts sufficient for that
purpose, and there is hereby levied upon all taxable property in the City the following
direct annual tax in each of the years and amounts, to - wit:
- 14 -
Y A
EAR MOUNT
2003 $931,301.25
2004 936,772.50
2005 933,547.50
2006 849,472.50
2007 848,446.25
2008 849,676.25
2009 646,835.00
2010 537,371.25
2011 538,405.00
2012 538,025.00
2013 536,350.00
2014 538,605.00
2015 525,190.00
2016 521,110.00
2017 520,895.00
2018 519,405.00
2019 526,360.00
2020 307,177.50
2021 107,500.00
2022 102,500.00
In each of said years from 2003 to 2022, inclusive, the direct annual tax above
levied shall be extended upon the tax rolls of the City in the same manner and time as
taxes for general Cit y purposes, and when collected the proceeds of said taxes shall be
deposited into the account of the debt service fund established in favor of the Bonds, to
be used solely for paying the principal of and interest on the Bonds as long as any of
the Bonds re main outstanding.
Section 11. Sufficiency . Interest or principal maturing at any time during the life
of the Bonds when there shall be insufficient funds on hand from the above tax levy to
pay the same shall be paid promptly when due from the general fun d of the City, and
said fund shall be reimbursed in a like amount out of the proceeds of taxes hereby
levied when the same shall have been collected.
Section 12. Debt Service Fund . There has been ordered to be established in the
City Treasury a fund sepa rate and distinct from all other funds of the City to be
designated the “Debt Service Fund,” which fund shall be used solely for the purpose of
paying the principal of, premium, if any, and interest on municipal obligations issued
pursuant to Chapter 67, W isconsin Statutes, as supplemented and amended. There is
hereby created, and there shall be deposited in, an account known as the “Series
2003 - D Taxable Refunding Bond Account,” to be held as a part of the Debt Service
Fund, all premium, if any, and accru ed interest paid on the Bonds at the time the Bonds
are delivered to the purchasers thereof; all money raised by taxation pursuant to
- 15 -
Section 10 hereof; and such other sums as may be necessary to pay interest on the
Bonds when the same shall become due and to retire the Bonds at their respective
maturity dates.
Section 13. Use of Proceeds . The principal proceeds of the Bonds shall be
deposited in a special fund, held for the benefit of the owners of the Prior Obligations,
and used solely to pay the princi pal of and interest on the Prior Obligations within ninety
(90) days of the date of issuance of the Bonds.
Section 14. Duties of Registrar . If requested by the Registrar, the City Manager
of the City is hereby authorized to execute, and the City Clerk of the City is hereby
authorized to attest, and said City Manager and City Clerk are hereby authorized to
deliver, the Registrar’s standard form of agreement between the City and the Registrar
with respect to the obligations and duties of the Registrar her eunder, which shall include
the following:
(a) to act as Registrar, authenticating agent, paying agent and transfer
agent as provided herein;
(b) to give notice of redemption of Bonds as provided herein;
(c) to cancel and destroy Bonds which have been p aid at maturity or
upon earlier redemption or submitted for exchange or transfer;
(d) to furnish the City at least annually a certificate of destruction with
respect to Bonds cancelled and destroyed; and
(e) to furnish the City at least annually an audit confirmation of Bonds
paid, Bonds outstanding and payments made with respect to interest on the
Bonds.
Any corporation or association into which the Registrar may be converted or
merged, or with which it may be consolidated, or to which it may sell or tra nsfer its
corporate trust business as a whole or substantially as a whole, or any corporation or
association resulting from any such conversion, merger or consolidation to which it is a
party, shall be and become successor Registrar hereunder, and vested w ith all the
duties, powers, discretions, immunities, privileges and all other matters as was its
predecessor, without the execution or filing of any instrument or any further act, deed or
conveyance on the part of any of the parties hereto, anything herein to the contrary
notwithstanding. Any such successor Registrar shall give notice thereof to the City and
the registered owners of the Bonds.
The Registrar may be removed at any time, by the City by an instrument in
writing delivered to the Registrar.
- 16 -
In c ase the Registrar shall be removed, or be dissolved, or shall be in the course
of dissolution or liquidation, or otherwise become incapable of acting hereunder, or in
case it shall be taken under the control of any public officer or officers, or of a recei ver
appointed by a court, a successor may be appointed by the City by an instrument in
writing, a copy of which shall be delivered to the retiring Registrar, the successor
Registrar and the registered owners of the Bonds.
Section 15. Continuing Disclosur e Undertaking. The City Manager or the City
Treasurer/Finance Director of the City is hereby authorized, empowered and directed to
execute and deliver the Continuing Disclosure Undertaking with respect to the Bonds
(the “Continuing Disclosure Undertaking” ) in substantially the form as the individual
executing the Continuing Disclosure Undertaking on behalf of the City shall approve, his
execution to constitute conclusive evidence of his approval of the form of such
Continuing Disclosure Undertaking. When the Continuing Disclosure Undertaking is
executed and delivered on behalf of the City as herein provided, the Continuing
Disclosure Undertaking will be binding on the City and the officers, employees and
agents of the City, and the officers, employees and agents of the City are hereby
authorized, empowered and directed to do all such acts and things and to execute all
such documents as may be necessary to carry out and comply with the provisions of the
Continuing Disclosure Undertaking, as executed. Copies of the Continuing Disclosure
Undertaking shall be placed in the official records of the City, and shall be available for
public inspection at the offices of the City. Notwithstanding any other provision of this
Resolution to the contrary, the sole remedy for failure to comply with the Continuing
Disclosure Undertaking shall be the ability of any beneficial owner of any Bond to seek
mandamus or specific performance by court order, to cause the City to comply with its
obligations under the Continuing Disclo sure Undertaking.
Section 16. Other Documents . The City Manager, the City Clerk, the City
Treasurer/Finance Director and all other officers of the City are hereby authorized to
execute all documents and certificates necessary in connection with the autho rization
and delivery of the Bonds, including without limitation an official statement describing
the Bonds and the City.
Section 17. Prior Action . The action of the City Treasurer/Finance Director of the
City in causing the notice of the sale of the Bon ds to be published is hereby in all
respects ratified and confirmed.
Section 18. 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 su ch section, paragraph or provision shall not affect any of the
remaining sections, paragraphs and provisions of this Resolution.
- 17 -
Section 19. Conflicting Proceedings Superseded . All ordinances, resolutions or
orders, or parts thereof, heretofore enacted, adopted or entered, in conflict with the
provisions of this Resolution, shall be and in the same are hereby superseded to the
extent of such conflict, and this Resolution shall be in effect from and after its passage.
Adopted June 24, 2003.
Approved Jun e 24, 2003.
Recorded June 24, 2003.
/s/ Stephen Hintz
Mayor
A :
TTEST
/s/ Pamela R. Ubrig
City Clerk
- 18 -
S W )
TATE OF ISCONSIN
) SS.
C W )
OUNTY OF INNEBAGO
I, Pamela R. Ubrig, hereby certify that I am the duly qualified and acting City
Clerk of the City of Oshkosh, Winnebago County, Wisconsin, and as such official I
further certify that attached hereto is a copy of excerpts from the minutes of the meeting
of the City Council of said City held on June 24, 2003; that I have compared said copy
with the origi nal minute record of said meeting in my official custody; and that said copy
is a true, correct and complete transcript from said original minute record insofar as said
original record relates to the $8,615,000 aggregate principal amount of Taxable General
Obligation Refunding Bonds, Series 2003 - D, of said City, dated July 15, 2003.
I further certify that a true and correct statement of every step or proceeding had
or taken to date in connection with the authorization of said Bonds has been recorded
by me i n a separate record book pursuant to the provisions of Section 67.05(12),
Wisconsin Statutes, as supplemented and amended.
W my official signature and the official seal of said City this ____ day of
ITNESS
______________, 2003.
_____________________________
City Clerk
( S )
EAL