HomeMy WebLinkAbout06-194
JUNE 13, 2006 06-194 RESOLUTION
(CARRIED_4-2___LOST______LAID OVER______WITHDRAWN______)
PURPOSE:RESOLUTION PROVIDING FOR THE SALE AND ISSUANCE OF
$6,360,000 REDEVELOPMENT REVENUE OBLIGATION,
SERIES 2006, THE PAYMENT OF SAID REVENUE OBLIGATION,
AND OTHER RELATED DETAILS AND COVENANTS
INITIATED BY:REDEVELOPMENT AUTHORITY OF THE CITY OF OSHKOSH;
DEPT. OF COMMUNITY DEVELOPMENT
W, the City of Oshkosh, Winnebago County, Wisconsin (the
HEREAS
Municipality
“”) has established Tax Increment District No. 21 Fox River Corridor
TIF District
Project (the “”), to permit certain costs incurred by the Municipality for
Project Costs
redevelopment of the TIF District (the “”) to be reimbursed from property
tax increments; and
W, in its resolution adopted on February 25, 2003 the Municipality
HEREAS
has established the Redevelopment Authority of the City of Oshkosh, Wisconsin (the
Authority
“”) to carry out redevelopment projects in designated redevelopment areas;
and
W, the Municipality is authorized, by Section 66.1105 (9)(a) of the
HEREAS
Wisconsin Statutes, as amended, to pay the Project Costs from the proceeds of bonds
issued under Section 66.0621 of the Wisconsin Statutes, as amended; and
W, Section 66.0621 permits the Municipality to issue revenue
HEREAS
obligations to provide for purchasing, acquiring, leasing, constructing, extending, adding
to, improving, conducting, controlling, operating, or managing a public utility, which
obligations shall not be considered an indebtedness of the Municipality; and
W, for the purposes of financing under Section 66.0621, the term
HEREAS
“public utility” means any revenue producing facility or enterprise owned by the
Municipality and operated for a public purpose and includes any necessary public works
project undertaken by the Municipality; and
W, the Municipality is authorized, by Section 66.1333 (13) of the
HEREAS
Wisconsin Statutes, as amended, to assist any redevelopment project by furnishing
services or facilities, providing property, lending, or contributing funds or entering into
cooperation agreements; and
W, the Municipality proposes to enter into a cooperation agreement
HEREAS
with the Authority to sell to the Authority its revenue obligation, to purchase from and
contribute to the Authority certain property, and to lease back the same property; and
W, the Municipality will also approve the issuance of its
HEREAS
Municipal Revenue
Redevelopment Revenue Obligation, Series 2006 (the “
Obligation
”), for the purposes described in the Cooperation Agreement; and
W, the Cooperation Agreement provides for the issuance of
HEREAS
additional similar revenue obligations from time to time;
W, on March 14, 2006 the Municipality adopted an initial resolution
HEREAS
authorizing the actions necessary for the issuance and sale of the Municipal Revenue
Obligation; and
N, , be it resolved by the Common Council of the
OW THEREFORE
Municipality, as follows:
Section 1. Definitions.
The following terms shall have the following meanings in this Resolution
unless the text expressly or by necessary implication requires otherwise:
Authority
“” means the Redevelopment Authority of the City of Oshkosh,
Wisconsin.
Bonds
“” means the $6,360,000 principal amount of the Authority’s
Taxable Redevelopment Lease Revenue Bonds, Series 2006 to be issued under an
Indenture of Trust, dated as of their initial date of delivery, between the Authority and
the Trustee.
Common Council
“” refers to the governing body of the Municipality.
“Continuing Disclosure Agreement”
shall mean the Continuing
Disclosure Agreement, dated as of June 1, 2006, between the Municipality and the
Trustee.
Cooperation Agreement
“” means the Cooperation Agreement, dated as
of June 1, 2006, between the Municipality and the Authority.
Improvement Area
“” means the Improvement Area described in Exhibit C
to the Cooperation Agreement.
Lease
“” means the Lease, dated as of June 1, 2006, between the
Municipality and the Authority, as may be amended from time to time.
Municipal Development
“” means the development undertakings of the
Municipality described in Exhibit A to the Cooperation Agreement.
Municipal Development Costs
“” means costs incurred or to be incurred
by the Municipality for the Municipal Development.
Municipal Development Property
“” means all right, title, and interest of
the Municipality in, to, and under all real property and real property improvements
purchased, constructed, installed, or improved by the Municipality with proceeds of its
Municipal Revenue Obligations.
Municipal Revenue Obligation
“” means the $6,360,000 Redevelopment
Revenue Obligation, Series 2006 authorized to be issued by this Resolution.
Municipality
“” means the City of Oshkosh, Winnebago County,
Wisconsin.
Official Statement
“” means the Authority’s Official Statement, dated on or
about June 14, 2006, relating to the Bonds.
Private Development
“” means any private development or
redevelopment of the Improvement Area described in Exhibit C to the Cooperation
Agreement.
Project
“” means collectively, various expenditures with respect to the
Redevelopment Plan, including financing various expenditures with respect to the
Redevelopment Plan, including the purchase of property and infrastructure
improvements within the TIF District.
Redevelopment Act
“” means Section 66.1333 of the Wisconsin Statutes,
as amended.
Redevelopment Area
“” means Marion Road/Pearl Avenue
Redevelopment Project Area as described in the Redevelopment Plan.
Redevelopment Plan
“” means the Redevelopment Plan for the Marion
Road/Pearl Avenue Redevelopment Area, approved by the Municipality’s Common
Council on September 22, 1998, as amended on May 25, 1999, September 14, 1999,
January 25, 2000, June 27, 2000, and January 11, 2005, and the last of such
amendments was also approved by the Authority on December 15, 2004, and as may
be further amended from time to time pursuant to Section 66.1333 of the Wisconsin
Statutes, as amended.
Register
“” means the books of the Municipality kept by the Registrar to
evidence the registration and transfer of the Municipal Revenue Obligation.
Registrar
“” means the Treasurer of the Municipality, or a successor
designated as Registrar hereunder.
Report
“” means the Report dated March 15, 2006 as to the terms,
conditions, and other material provisions of the Municipal Development Property sold by
the Municipality to the Authority and of the Lease of such Municipal Development
Property by the Authority to the Municipality.
Revenues
“” means (i) revenues derived from all gifts, contributions,
grants, and other forms of public or private aid received or to be received by the
Municipality specifically for the purpose of assisting in the redevelopment of the
Improvement Area, (ii) to the extent so designated by the Municipality, revenues derived
from any and all agreements between the Municipality and private developers pursuant
to which all or a portion of the Private Development will be undertaken, and (iii) moneys
appropriated from time to time for such purpose by the Common Council in its sole and
absolute discretion.
“Special Redemption Fund”
means the fund established pursuant to
Section 10 hereof.
TIF Act
“” means Section 66.1105 of the Wisconsin Statutes, as amended.
TIF District
“” means the Municipality’s Tax Increment District No. 21 Fox
River Corridor Project identified as such in the TIF Project Plan, as amended.
TIF Project Plan
“” means the project plan for the TIF District, adopted by
the Common Council of the Municipality on February 14, 2006.
“Trustee”
means U.S. Bank National Association.
Section 2. Findings and Determinations.
The Municipality hereby finds and determines that:
(a) The Private Development is consistent with the public purposes, plans,
and objectives respectively set forth in the TIF Project Plan and the
Redevelopment Plan;
(b) The Municipal Development has acted as an inducement for the
Private Development, thereby making more likely accomplishment of the public
purpose objectives set forth in the TIF Project Plan and the TIF Act; and
(c) The Municipal Development, and the acquisition, construction, and
improvements it comprises, are expected to take more than three years to
complete. Therefore, the financing of the Project as herein provided is consistent
with prudent municipal utility management.
Section 3. Execution and Delivery of the Cooperation Agreement,
the Report, and the Lease.
It is hereby found and declared that the rental payments under the Lease
constitute reasonable payments for the use of the property subject to the Lease.
The terms and provisions of the Cooperation Agreement, the Report, and
the Lease are hereby approved. The City Manager and the Clerk are hereby
authorized, for and in the name of the Municipality, to execute, affix with the official seal
of the Municipality, and deliver the Cooperation Agreement, the Report, and the Lease
in the forms thereof presented to this body, or with such insertions therein and
corrections and revisions thereto as shall be approved by the City Manager and the
Clerk consistent with this Resolution, their execution thereof to constitute conclusive
evidence of their approval of such insertions, corrections, and revisions.
Section 4. Authorization, Purpose, and Terms of Obligations.
For the purpose of providing for the Project in fulfillment of the
Cooperation Agreement, there shall be issued a negotiable fully registered bond of the
Municipality. The bond shall be designated “Redevelopment Revenue Obligation,
Series 2006” and shall be issued in the aggregate principal amount of $6,360,000 (the
Series 2006 Obligation Municipal Revenue Obligation
“” or the “”). The Municipal
Revenue Obligation as originally issued shall be dated as of the date of its initial
delivery and shall also bear the date of its authentication by the Registrar; and shall be
in the denomination of the entire principal amount. The Municipal Revenue Obligation
shall be numbered in any manner at the discretion of the Registrar. The entire principal
amount of the Municipal Revenue Obligation shall become due on September 1, 2031;
provided that the principal of the Municipal Revenue Obligation shall be retired in
advance of final maturity in the amounts and on the date specified in the table below:
S 2006 O
ERIES BLIGATION
Due Principal Interest
(September 1) Amount Rate
2025$ 735,000 6.25%
2026 795,000 6.25
2027 860,000 6.25
2028 910,000 6.25
2029 965,000 6.25
2030 1,045,000 6.25
2031 1,050,000 6.25
It is hereby found and declared that the above schedule of installments of
the Municipal Revenue Obligation is conducive to prudent municipal utility management.
Section 5. Interest; Payment Provisions.
The Municipal Revenue Obligation shall bear interest from the date of its
issuance or from the most recent interest payment date to which interest has been paid
or duly provided for, in amounts equal to, and payable on the same days as, the interest
payable from time to time on the Bonds. Principal of and interest on the Municipal
Revenue Obligation shall be paid by check or draft of the Municipality to the person in
whose name the Municipal Revenue Obligation is registered at the close of business on
the 15th day of the calendar month immediately preceding the interest payment date.
Section 6. Execution; Authentication.
The Municipal Revenue Obligation shall be executed on behalf of the
Municipality with the facsimile or manual signature of the City Manager, and with the
facsimile or manual signature of the Clerk and sealed with the corporate seal of the
Municipality or a printed facsimile thereof. In case any officer whose signature shall
appear on the Municipal Revenue Obligation shall cease to be such officer before the
delivery of the Municipal Revenue Obligation, such signature shall nevertheless be valid
and sufficient for all purposes, the same as if such officer had remained in office until
delivery.
The Municipal Revenue Obligation shall have thereon a certificate of
authentication substantially in the form set forth in Exhibit A, duly executed by the
Registrar as authenticating agent of the Municipality and showing the date of
authentication. The Municipal Revenue Obligation shall not be valid or obligatory for any
purpose or be entitled to any security 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 the Municipal Revenue
Obligation shall be conclusive evidence that the Municipal Revenue Obligation have
been authenticated and delivered under this Resolution. The certificate of
authentication on the Municipal Revenue Obligations shall be deemed to have been
executed by the Registrar if signed by an authorized officer of the Registrar.
Section 7. Registration of Municipal Revenue Obligation; Person
Treated as Owner.
The Municipality shall cause the Register to be kept at the principal office
of the Registrar, which is hereby constituted and appointed the registrar of the
Municipality with respect to the Municipal Revenue Obligation herein authorized. Upon
surrender for transfer of the Municipal Revenue Obligation at the principal 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 or
his attorney duly authorized in writing, the Municipality shall execute and the Registrar
shall authenticate, date, and deliver in the name of the transferee or transferees a new
fully registered Municipal Revenue Obligation of the same denomination, for a like
principal amount and like installments. The execution by the Municipality of any fully
registered Municipal Revenue Obligation shall constitute full and due authorization of
such Municipal Revenue Obligation and the Registrar shall thereby be authorized to
authenticate, date and deliver such Municipal Revenue Obligation. The Registrar shall
not be required to transfer or exchange the Municipal Revenue Obligation during the
period of fifteen days immediately preceding any interest payment date on such
Municipal Revenue Obligation, nor to transfer or exchange a Municipal Revenue
Obligation after notice calling the Municipal Revenue Obligation for prepayment has
been mailed nor during the period of fifteen days immediately preceding mailing of a
notice of prepayment of a Municipal Revenue Obligation under Section 8 of this
Resolution.
The person in whose name a Municipal Revenue Obligation 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 a Municipal
Revenue Obligation 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 a Municipal Revenue Obligation to the extent of
the sum or sums so paid.
No service charge shall be made for any transfer or exchange of a
Municipal Revenue Obligation, but the Municipality or the Registrar may require
payment of a sum sufficient to cover any tax or other governmental charge that may be
imposed in connection with any transfer or exchange of a Municipal Revenue Obligation
except in the case of the issuance of a new Municipal Revenue Obligation for the
unredeemed portion of a Municipal Revenue Obligation surrendered for redemption.
Section 8. Prepayment.
The principal of the Municipal Revenue Obligation may be prepaid, in
whole or in part, on any date; provided, that the Municipal Revenue Obligation cannot
be prepaid without the consent of the Authority except in connection with the
prepayment of a like principal amount of Bonds. At least forty-five days prior to the
redemption date, the Municipality shall notify the Registrar of any such prepayment.
Section 9. Prepayment Procedure.
Notice of the call for any prepayment under Section 8 of this Resolution
shall be given by the Registrar on behalf of the Municipality by mailing the prepayment
notice by first-class mail, at least 30 days and not more than 60 days prior to the date
fixed for prepayment to the registered owner of the Municipal Revenue Obligation at the
address shown on the Register or at such other address as is furnished in writing by
such registered owner to the Registrar.
All notices of redemption shall state:
(a) the complete name of the Municipality and the Municipal Revenue
Obligation issue,
(b) the redemption date and the date of mailing of the notice,
(c) the redemption price,
(d) if less than all of the principal amount outstanding of the Municipal
Revenue Obligation is to be redeemed, complete identification, including interest
rate and maturity date (and in the case of partial redemption, the respective
principal amounts) of the installments of the Municipal Revenue Obligation to be
redeemed,
(e) that on the redemption date the redemption price will become due and
payable upon each such installment of the Municipal Revenue Obligation called
for redemption, and that interest thereon shall cease to accrue from and after
said date, and
(f) the place where the Municipal Revenue Obligation is to be surrendered
for payment of the redemption price including a contact person and telephone
number, which place of payment shall be the principal office of the Registrar.
Prior to any redemption date, the Municipality shall deposit with the
Registrar an amount of money sufficient to pay the redemption price of all installments
of the Municipal Revenue Obligation which are to be redeemed on that date.
Notice of redemption having been given as aforesaid, the portion of the
Municipal Revenue Obligation so to be redeemed shall, on the redemption date,
become due and payable at the redemption price therein specified, and from and after
such date (unless the Municipality shall default in the payment of the redemption price)
such portions of the Municipal Revenue Obligation shall cease to bear interest. Upon
surrender of the Municipal Revenue Obligation for redemption in accordance with said
notice, such portion of the Municipal Revenue Obligation shall be paid by the Registrar
at the redemption price. Installments of interest due on or prior to the redemption date
shall be payable as herein provided for payment of interest. Upon surrender for any
partial redemption of the Municipal Revenue Obligation, there shall be prepared for the
registered owner a new Municipal Revenue Obligation of the same installments in the
amount of the unpaid principal. If the Municipal Revenue Obligation has been
redeemed and is held by the Registrar, it shall be cancelled and destroyed by the
Registrar and shall not be reissued.
Section 10. Special Redemption Fund.
The Municipality hereby creates a separate special fund in the treasury of
the Municipality to be identified as the Redevelopment Revenue Obligation, Series 2006
Special Redemption Fund into which shall be paid the Revenues, which shall be set
aside for payment of the principal of and interest due on the Municipal Revenue
Obligation. The Municipal Revenue Obligation, together with interest thereon, shall be
payable only out of the Special Redemption Fund, and shall be a valid claim of the
owners thereof only against the Special Redemption Fund and from the Revenues
pledged to such fund; and sufficient Revenues are hereby pledged to the Special
Redemption Fund and shall be used for no purpose other than to pay the principal of
and interest on the Municipal Revenue Obligation, and similar revenue obligations
issued by the Municipality in connection with the issuance of bonds payable on a parity
basis with the Bonds, as the same falls due.
Section 11. Form of Municipal Revenue Obligation.
The Municipal Revenue Obligation, the certificate of authentication to be
endorsed thereon, and the form of assignment are all to be in substantially the forms
attached hereto as Exhibit A with necessary and appropriate variations, omissions, and
insertions as permitted or required by this Resolution.
Section 12. Covenants Regarding Revenues.
The Municipality hereby covenants and agrees with every owner (from
time to time) of the Municipal Revenue Obligation that it will use good-faith efforts to
obtain Revenues sufficient to pay the principal of and interest on the Municipal Revenue
Obligation.
Section 13. Lien.
The Municipal Revenue Obligation shall be secured by a pledge of the
Special Redemption Fund and the Revenues.
Section 14. Discharge and Satisfaction of Municipal Revenue
Obligation.
The Municipality may fully discharge and satisfy covenants, liens, and
pledges entered into, created, or imposed pursuant to this Resolution with respect to
Municipal Revenue Obligation in any one or more of the following ways:
(a) By paying the Municipal Revenue Obligation when the same shall
become due and payable or upon prior redemption in the manner herein
provided;
(b) By depositing with a corporate trustee selected by the Municipality, in
trust for such purpose, at or before the date of maturity or redemption, money in
the amount necessary to pay or redeem such Municipal Revenue Obligation, and
to pay interest thereon to maturity or the date of redemption; or
(c) By depositing with a corporate trustee selected by the Municipality, in
trust for such purpose, at or before the date of maturity or redemption, moneys or
direct obligations of, or obligations the principal and interest on which are fully
guaranteed by, the United States of America, in such amount as, together with
the income or increment to accrue thereon without consideration of any
reinvestment thereof, will be fully sufficient to pay or redeem (when redeemable)
and discharge the indebtedness of the Municipal Revenue Obligation at or before
its maturity date; provided, that if the Municipal Revenue Obligation is to be
redeemed prior to its maturity, notice of such redemption shall have been duly
given or satisfactory arrangements shall have been made for the giving thereof.
Upon such payment or deposit of money in the amount and manner
provided by this section, all liability of the Municipality with respect to the Municipal
Revenue Obligation shall cease, determine, and be completely discharged, and the
owners thereof shall be entitled only to payment out of the money so deposited.
Section 15. Amendment of Resolution.
This Resolution may be amended from time to time if such amendment
shall have been consented to by the owner of the Municipal Revenue Obligation; but
this Resolution may not be so amended in such manner as to make any change in the
maturity or interest rate of the Municipal Revenue Obligation, or modify the terms of
payment of principal of or interest on the Municipal Revenue Obligation or impose any
conditions with respect to such payment.
Any consent given by the owner of the Municipal Revenue Obligation
pursuant to the provisions of this section shall be irrevocable for a period of six months
from the date of the instrument evidencing such consent and shall be conclusive and
binding upon any future owner of the same Municipal Revenue Obligation during such
period. The consent may be revoked at any time after six months from the date of such
instrument by the owner or by a successor in title by filing notice of such revocation with
the Clerk.
The fact and date of the execution of any instrument under the provisions
of this section may be proved by the certificate of any officer in any jurisdiction who by
the laws thereof is authorized to take acknowledgments of deeds within such
jurisdiction, that the person signing such instrument acknowledged before him the
execution thereof, or may be proved by an affidavit of a witness to such execution
sworn to before such officer.
The ownership of the Municipal Revenue Obligation by any person
executing such instrument and the date of his owning the same may be proved by an
affidavit by such person or by a certificate executed by an officer of a bank or trust
company showing that on the date therein mentioned such person had on deposit with
such bank or trust company the Municipal Revenue Obligation.
Section 16. Parity Obligations; No Priority Obligations.
The Municipality may issue additional obligations payable from the Special
Redemption Fund and having a lien on the Revenues on a parity basis with the
Municipal Revenue Obligation on the terms and subject to the conditions set forth in the
Cooperation Agreement. The Municipality will issue no bonds or obligations of any kind
or nature payable from or enjoying a lien on the Special Redemption Fund or the
Revenues having a priority over the Municipal Revenue Obligation.
Section 17. Sale of Municipal Revenue Obligation.
The sale of $6,360,000 Redevelopment Revenue Obligation, Series 2006,
to the Authority, at a price equal to the principal amount thereof, plus accrued interest
thereon, if any, is hereby confirmed. The Municipal Revenue Obligation shall be
delivered to the Authority by the Treasurer of the Municipality as soon as it can be
prepared and authenticated, upon payment of the purchase price in immediately
available funds.
Section 18. Disposition of Proceeds.
The underwriter’s discount on the Bonds shall be deemed to have been
paid to the Municipality as part of the purchase price of the Municipal Revenue
Obligation and paid by the Municipality as a cost of financing the Municipal
Development. The accrued interest, if any, included in the purchase price of the
Municipal Revenue Obligation shall be deemed to have been paid to the Municipality as
part of the purchase price of the Municipal Revenue Obligation and deposited by the
Municipality with the Trustee (as assignee of the Authority’s interest in the Municipal
Revenue Obligation) to provide for the payment of interest on the Municipal Revenue
Obligation. The remaining proceeds from the sale of the Municipal Revenue Obligation,
net of any capitalized interest on the Bonds, any debt service reserve fund deposit, and
any costs of issuance paid with respect to the Bonds, shall be disbursed only for the
Project.
Section 19. Approval of Bonds; Execution of Official Statement;and
Bond Purchase Agreement.
The terms of the Bonds and the issuance and sale thereof pursuant to the
Bond Purchase Agreement, dated the date of the adoption of this resolution, among the
Underwriter
Authority, the Municipality, and LaSalle Financial Services, Inc. (the “”), are
hereby approved so long as the Bond Purchase Agreement is not inconsistent with this
Resolution or the proposal previously submitted to the Municipality by the Underwriter.
The portions of the Official Statement relating to the Municipality (particularly the
information under the headings “T C” and “N L” and in A A and
HE ITY O ITIGATION PPENDICES
B) are hereby approved. The City Manager and the Clerk are hereby authorized and
directed to execute and deliver the Official Statement and the Bond Purchase
Agreement.
Section 20. Resolution Shall be a Contract.
The provisions of this Resolution shall constitute a contract between the
Municipality and the owner of the Municipal Revenue Obligation, and after the issuance
of the Municipal Revenue Obligation, except as provided in Section 15, no change or
alteration of any kind in the provisions of this Resolution may be made until the
Municipal Revenue Obligation shall have been paid in full as to both principal and
interest.
Section 21. Continuing Disclosure.
The Municipality hereby authorizes and directs the appropriate officers of
the Municipality to execute the Continuing Disclosure Agreement or such portion thereof
as is required in connection with the issuance of the Bonds and the Municipal Revenue
Obligation. The Municipality hereby covenants and agrees to comply with and carry out
all of the provisions of the Continuing Disclosure Agreement.
Section 22. Notice of Sale.
Notice of the sale of the Municipal Revenue Obligation, in the form
attached hereto as Exhibit B, shall be published forthwith in the Municipality’s official
newspaper. The Clerk shall obtain proof, in affidavit form, of such publication and
compare the Notice as printed with Exhibit B to ascertain that no mistake has been
made therein.
Section 23. General Authorizations.
The City Manager and the Clerk and the appropriate deputies and officials
of the Municipality in accordance with their assigned responsibilities are hereby each
authorized to execute, deliver, publish, file, and record such other documents,
instruments, notices, and records (including, without limitation, a declaration of official
intent under Treas. Reg. § 1.141-4(c)(3)(v)) and to take such other actions as shall be
necessary or desirable to accomplish the purposes of this Resolution and to comply
with and perform the obligations of the Municipality under the Municipal Revenue
Obligation.
In the event that said officers shall be unable by reason of death,
disability, absence, or vacancy of office to perform in timely fashion any of the duties
specified herein (such as the execution of the Municipal Revenue Obligation), such
duties shall be performed by the officer or official succeeding to such duties in
accordance with law and the rules of the Municipality.
Section 24. Severability of Invalid Provisions.
If any section, paragraph, or provision of this Resolution shall be held to
be invalid or unenforceable for any reason, the invalidity or unenforceability of such
section, paragraph or provision shall not affect any of the remaining sections,
paragraphs, and provisions of this Resolution.
Section 25. Effective Date; Conformity.
This Resolution shall be effective immediately upon its passage and
approval. To the extent that any prior resolutions of this body are inconsistent with the
provisions hereof, this Resolution shall control and such prior resolutions shall be
deemed amended to such extent as may be necessary to bring them in conformity with
this Resolution.
Adopted: June 13, 2006
William Castle
Mayor
Pamela R. Ubrig
Clerk
EXHIBIT A
FORM OF MUNICIPAL REVENUE OBLIGATION
REGISTERED United States of America
No. R-1 State of Wisconsin$6,360,000
County of Winnebago
City of Oshkosh
R R O, S 2006
EDEVELOPMENT EVENUE BLIGATION ERIES
Interest Maturity Original
Rate Date Issue Date
See Text September 1, 2031 June __, 2006
R O:R A C O, W
EGISTERED WNER EDEVELOPMENT UTHORITY OF THE ITY OF SHKOSH ISCONSIN
P A:S M T H S T D
RINCIPAL MOUNT IX ILLION HREE UNDRED IXTY HOUSAND OLLARS
($6,360,000)
T C O, W C, W(the
HE ITY OF SHKOSH INNEBAGO OUNTY ISCONSIN
Municipality
“”), for value received, hereby acknowledges itself to owe and promises to
pay to the Registered Owner hereinabove identified, or registered assigns as
hereinafter provided, on the Maturity Date, solely from the revenues hereinafter
specified, the Principal Amount and from the same source to pay interest in the
amounts and on the dates hereinafter provided; provided, however, that the principal of
this Revenue Obligation shall be retired in advance of the final maturity in the amount
and on the dates specified in the table below:
Due Principal Interest
(September 1) Amount Rate
2025$ 735,000 6.25%
2026 795,000 6.25
2027 860,000 6.25
2028 910,000 6.25
2029 965,000 6.25
2030 1,045,000 6.25
2031 1,050,000 6.25
This Revenue Obligation shall bear interest in amounts equal to, and
payable on the same days as, the interest payable from time to time on the Taxable
Bonds
Redevelopment Lease Revenue Bonds, Series 2006 (the “”) issued by the
Exhibit A – Page 1
Redevelopment Authority of the City of Oshkosh, Wisconsin, in like original principal
amount and on the same date as this Revenue Obligation.
Payment of each installment of principal and interest shall be made to the
registered owner hereof who shall appear on the registration books of the Municipality
maintained by the Treasurer of the Municipality, who serves as registrar and paying
Registrar
agent (the “”), at the close of business on the 15th day of the calendar month
immediately preceding the interest payment date and shall be paid by check 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 in writing by such
registered owner to the Registrar.
This Revenue Obligation has been issued to provide for the financing and
refinancing of additions and improvements to the redevelopment project utility owned
and operated by the Municipality pursuant to Article XI, Section 3 of the Wisconsin
Constitution and Section 66.0621, Wisconsin Statutes and acts supplementary thereto,
and is payable only from the income and revenues herein described, which income and
revenues have been set aside as a special fund for that purpose and identified as the
Special Redemption Fund
“.” This Revenue Obligation is issued pursuant to a
resolution adopted on June 13, 2006 by the Common Council of the Municipality, and
does not constitute an indebtedness of the Municipality within the meaning of any
constitutional or statutory limitation or provision. Reference is hereby made to said
resolution for a more complete statement of the revenues from which and conditions
under which this Revenue Obligation is payable, a statement of the conditions on which
additional obligations may hereafter be issued on a parity with this Revenue Obligation,
and the general covenants and provisions pursuant to which this Revenue Obligation
has been issued.
The principal of this Revenue Obligation may be prepaid, in whole or in
part, on any date; provided that no such prepayment shall be made without the
Authority’s consent except in connection with the prepayment of a like principal amount
of Bonds.
Notice of any intended prepayment shall be sent by registered or certified
mail, return receipt requested, not less than thirty days nor more than sixty days prior to
the date fixed for redemption to the registered owner of this Revenue Obligation at the
address shown on the registration books of the Municipality maintained by the Registrar
or at such other address as is furnished in writing by such registered owner to the
Registrar. When so called for redemption, this Revenue Obligation, or the portion
hereof being so called for redemption, will cease to bear interest on the specified
redemption date, provided funds for redemption are on deposit at the place of payment
at that time, and shall not be deemed to be outstanding.
This Revenue Obligation is transferable by the registered owner hereof in
person or by his attorney duly authorized in writing at the principal office of the Registrar
in Oshkosh, Wisconsin, but only in the manner, subject to the limitations and upon
payment of the charges provided in the authorizing resolution, and upon surrender and
Exhibit A – Page 2
cancellation of this Revenue Obligation. Upon such transfer a new Revenue Obligation
of the same maturity and for the same aggregate principal amount will be issued to the
transferee in exchange therefor.
This Revenue Obligation is issuable in fully registered form only in the
denomination of the entire principal amount outstanding of the issue.
The Municipality and the Registrar may deem and treat the registered
owner as the absolute owner hereof for the purpose of receiving payment of or on
account of principal hereof, premium, if any, hereon and interest due hereon and for all
other purposes and neither the Municipality nor the Registrar shall be affected by any
notice to the contrary.
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 Revenue Obligation have been done, do exist, have happened, and
have been performed in due time, form and manner as required by the constitution and
statutes of the State of Wisconsin.
This Revenue Obligation shall not be valid or become obligatory for any
purpose until the certificate of authentication hereon shall have been signed by the
Registrar.
I the City of Oshkosh, Winnebago County, Wisconsin,
N WITNESS WHEREOF
by its Common Council, has caused this Revenue Obligation to be executed with the
duly authorized facsimile signature of its City Manager and with the duly authorized
facsimile signature of its Clerk and its official seal or a facsimile thereof to be impressed
or reproduced hereon, as of the _____ day of June, 2006.
C O,
ITY OF SHKOSH
W C, W
INNEBAGO OUNTY ISCONSIN
By
City Manager
[SEAL]By
Clerk
Exhibit A – Page 3
CERTIFICATE OF AUTHENTICATION
Date of Authentication: June __, 2006
This Revenue Obligation is that described in the within-mentioned
Resolution and is the Redevelopment Revenue Obligation, Series 2006, of the City of
Oshkosh, Wisconsin.
Treasurer, as Registrar
Exhibit A – Page 4
ASSIGNMENT
F, the undersigned Redevelopment Authority of the City
OR VALUE RECEIVED
of Oshkosh, Wisconsin, hereby assigns, without recourse, all its right, title, and interest
in and to the above $6,360,000 City of Oshkosh, Winnebago County, Wisconsin
Redevelopment Revenue Obligation, Series 2006, to U.S. Bank National Association,
and to its successor or successors, as trustee, under that certain Indenture of Trust,
dated as of June 1, 2006, by and between the undersigned and said Trustee, securing
the $6,360,000 Redevelopment Authority of the City of Oshkosh, Wisconsin Taxable
Redevelopment Lease Revenue Bonds, Series 2006, and any additional bonds issued
under said Indenture.
Dated as of June __, 2006.
R A
EDEVELOPMENT UTHORITY OF THE
C O, W
ITY OF SHKOSH ISCONSIN
By
Its Chairperson
Exhibit A – Page 5
EXHIBIT B
N E
OTICE TO THE LECTORS OF THE
C O, W
ITY OF SHKOSH ISCONSIN
R S R O
ELATING TO ALE OF EVENUE BLIGATION
On June 13, 2006, a resolution was offered, read, approved, and adopted
whereby the City of Oshkosh, Winnebago County, Wisconsin entered into a contract to
sell a redevelopment revenue obligation in the face amount of $6,360,000, under
Section 66.0621 of the Wisconsin Statutes, as amended, and enter into a related lease
financing. It is anticipated that the closing for the redevelopment revenue obligation and
related lease financing will be held on or about June 28, 2006. A copy of all
proceedings had to date with respect to the authorization and sale of said revenue
obligation and entering into the lease financing is on file and may be examined in the
office of the City Clerk, 215 Church Avenue, Oshkosh, Wisconsin 54903.
This notice is given pursuant to Section 893.77, Wisconsin Statutes, which
provides that an action or proceeding to contest the validity of the revenue obligation or
the lease financing, for other than constitutional reasons, must be commenced within 30
days after the date of publication of this notice.
Publication Date: June __, 2006/s/ Pamela R. Ubrig
City Clerk
Exhibit B – Page 1
CERTIFICATIONS BY CLERK
I, Pamela R. Ubrig, hereby certify that I am the duly qualified and acting
Municipality
Clerk of the City of Oshkosh, Winnebago County, Wisconsin (the “”), and
as such I have in my possession, or have access to, the complete corporate records of
Governing Body
said Municipality and of its Common Council (the “”) and that attached
Resolution
hereto is a true, correct, and complete copy of the resolution (the “”) entitled:
Resolution Providing for the Sale and Issuance of
$6,360,000 Redevelopment Revenue Obligation, Series 2006,
the Payment of said Revenue Obligation,
and Other Related Details and Covenants
I do hereby further certify as follows:
Meeting Date
1. . On June 13, 2006, a meeting of the Governing Body
was held commencing at 6:00 p.m.
Posting
2. . On June 9, 2006 (and not less than 24 hours prior to the
meeting), I posted or caused to be posted at the Municipality’s offices in Oshkosh,
Wisconsin a notice setting forth the time, date, place, and subject matter (including
specific reference to the Resolution) of said meeting.
Notification of Media
3. . On June 9, 2006 (and not less than 24 hours
prior to the meeting), I communicated or caused to be communicated, the time, date,
place, and subject matter (including specific reference to the Resolution) of said
meeting to those news media who have filed a written request for such notice.
Open Meeting Law Compliance
4. . Said meeting was a regular
meeting of the Governing Body which was held in open session in compliance with
Subchapter V of Chapter 19 of the Wisconsin Statutes and any other applicable local
rules and state statutes.
Members Present
5. . Said meeting was duly called to order by the
Presiding Officer
Mayor (the “”), who chaired the meeting. Upon roll I noted and
recorded that there were 6 members of the Governing Body present at the meeting,
such number being a quorum of the Governing Body.
Consideration of and Roll Call Vote on Resolution
6. . Various
matters and business were taken up during the course of the meeting without
intervention of any closed session. One of the matters taken up was the Resolution. A
proper quorum of the Governing Body was present for the consideration of the
Resolution, and each member of the Governing Body had received a copy of the
Resolution. All rules of the Governing Body that interfered with the consideration of the
Resolution, if any, were suspended by a two-thirds vote of the Governing Body. The
Resolution was then introduced, moved, and seconded, and after due consideration,
upon roll call, 4 of the Governing Body members voted Aye, 2 voted Nay, and
0 Abstained.
Adoption of Resolution
7. . The Resolution was supported by the
affirmative vote of a majority of a quorum of Governing Body members in attendance.
The Presiding Officer then declared that the Resolution was adopted, and I so recorded
it.
Approval of Presiding Officer
8. . The Resolution was approved by the
Presiding Officer on June 13, 2006, and I have so recorded. Such approval is
evidenced by the signature of the Presiding Officer on the copy of said Resolution
attached hereto.
Publication of Exhibit B to Resolution
9. . I have caused Exhibit B to
the Resolution to be published in the form and place specified in the Resolution.
I, I have signed my name and affixed the seal of the
N WITNESS WHEREOF
Municipality hereto on this 14 day of June, 2006.
[Seal]
Clerk
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