HomeMy WebLinkAbout10. 12-416
R E V I S E D
AUGUST 28, 2012 12-416 RESOLUTION
(CARRIED___6-0_____LOST________LAID OVER________WITHDRAWN________)
PURPOSE: FINAL RESOLUTION REGARDING MIDWESTERN DISASTER
AREA REVENUE BOND FINANCING FOR OSHKOSH
INVESTORS, LLC
INITIATED BY: FINANCE DEPARTMENT
BE IT RESOLVED by the City Council of the City of Oshkosh, Winnebago
County, Wisconsin (the “Issuer”), as follows:
Recitals.
Section 1
Under Wisconsin Statutes, Section 66.1103, as amended (the “Act”), the
1.01
Issuer is authorized and empowered to issue revenue bonds to finance eligible costs of
qualified “projects” (as defined in the Act), and to enter into “revenue agreements” (as
defined in the Act) with “eligible participants” (as defined in the Act).
Pursuant to an initial resolution duly adopted on September 27, 2011 (the
1.02
“Initial Resolution”) and an amended initial resolution adopted on April 10, 2012 (the
“Amended Initial Resolution”), the Issuer expressed its intention to issue Midwestern
disaster area bonds of the Issuer in an amount not to exceed $14,000,000 (the “Bonds”)
to finance a projecton behalf of Oshkosh Investors, LLC, a Wisconsin limited liability
company (the “Borrower”), consisting offinancingthe (i) acquisition, renovation and
rehabilitation of a 176 room full service hotel, restaurant and conference center located
at 1 North Main Street in the City of Oshkosh, Wisconsin, (ii) acquisition and installation
of nonmovable equipment and (iii) payment of certain professional costs and costs of
issuance (collectively, the “Project”). Notices of adoption of the Initial Resolution and
Amended Initial Resolution were published as provided in the Act, and no petition
requesting a referendum upon the question of issuance of the revenue bonds has been
filed.
Pursuant to the Act, the Issuer may finance a project which is located
1.03
entirely within the geographic limits of the Issuer.
Drafts of the following documents have been submitted to this City Council
1.04
and are ordered filed in the office of the City Clerk:
(a) a Bond Agreement (the “Bond Agreement”), proposed to be entered into
among the Issuer, the Borrower, First Business Bank or an affiliate, as paying
WHD/8822228.3
agent (the "Paying Agent "), and First Business Bank, as original purchaser (the
"Original Purchaser");
(b) a Promissory Note from the Borrower to the Issuer, and assigned to the
Paying Agent; and
(c) a No Arbitrage Certificate.
1.05 Pursuant to Wisconsin Statutes, Section 66.1103(2)(k)22, the Issuer may
finance projects eligible to be financed with qualified Midwestern disaster area bonds
under 26 USC 1400N (a), as modified by P.L. 110 -343, title VII, subtitle A, section 702
(d) (intro.) and (1) and it is intended that the Bonds be issued as Midwestern disaster
area bonds.
Section 2 Findings and Determinations.
It is hereby found and determined that:
(a) based on representations of the Borrower, the Project constitutes a
"project" authorized by the Act;
(b) a public hearing has been duly held on August 28, 2012 in accordance
with the provisions of Section 147(f) of the Internal Revenue Code of 1986, as
amended, at which residents of the City of Oshkosh, Wisconsin were given an
opportunity to be heard in regard to the proposed issuance of the Bonds and the
nature and location of the proposed Project;
(c) the purpose of the Issuer's financing costs of the Project is and the effect
thereof will be to promote the public purposes set forth in the Act;
(d) it is desirable that a series of revenue bonds in the aggregate principal
amount not to exceed $7,500,000 be issued by the Issuer upon the terms set
forth in the Bond Agreement, under the provisions of which the Issuer's interest in
the Bond Agreement (except for certain rights as provided therein) and the loan
repayments will be assigned to the Paying Agent as security for the payment of
principal of and interest on and premium, if any, on all the Bonds outstanding
under the Bond Agreement;
(e) the loan payments provided for in the Bond Agreement, and the formula
set out for revising those payments under the Bond Agreement as required under
the Act, are sufficient to produce income and revenue to provide for the prompt
payment of principal of and interest on and premium, if any, on Bonds issued
under the Bond Agreement when due; the amount necessary in each year to pay
the principal of and interest on the Bonds is the sum of the principal and interest
on the Bonds due in such year, whether on a stated payment date, a redemption
date, or otherwise; no amount shall be paid into any reserve fund with respect to
the Bonds; and the Bond Agreement provides that the Borrower shall provide for
the maintenance of the Project in good repair, keeping it properly insured; and
(f) under the provisions of the Act, the Bonds shall be special, limited
obligations of the Issuer and the Bonds do not constitute an indebtedness of the
Issuer, the State of Wisconsin or any political subdivision thereof, within the
meaning of any state constitutional provision or statutory limitation, and do not
constitute nor give rise to a charge against the general credit or taxing powers or
a pecuniary liability of the Issuer, the State of Wisconsin or any political
subdivision thereof.
Section 3 Approvals and Authorizations; Parameters Resolution; Authentication of
Transcript.
3.01 This resolution shall constitute the approval of the Bonds within the
meaning of Section 147(f) of the Internal Revenue Code of 1986, as amended, and the
Bonds are hereby approved. There is hereby approved the issuance by the Issuer of its
Midwestern disaster area bonds (specifically, the Bonds) in an aggregate principal
amount not to exceed $7,500,000, for the purpose of financing the Project.
3.02 The Issuer shall proceed to issue its Midwestern Disaster Area Revenue
Bonds, Series 2012 (Oshkosh Investors, LLC Project), in the aggregate principal
amount not to exceed $7,500,000, in the form and upon the terms set forth in the Bond
Agreement, which terms, including without limitation, interest rates, redemption
provisions and maturity, are for this purpose incorporated in this resolution by reference
and made a part hereof. The terms are hereby approved without further action by the
Issuer, subject to the following parameters:
(a) the initialinterest rate shall not exceed8.0 %;
2012;
(b) the sale and funding of the Bonds shall occur prior to December 31,
(c) the final maturity date of the Bonds shall be no later than 30 years
after the date of issuance; and
(d) the maximum Bond Amount shall not exceed $7,500,000.
If the Bonds are sold and issued in conformity with the parameters set forth
herein, no further authorization by the Issuer is required, and the City Manager and the
City Clerk of the Issuer are authorized and directed to execute, attest and deliver the
documents listed in Section 1.04 herein which are hereby approved, together with such
subsequent changes as may be requested and approved by bond counsel and the
Issuer's attorney, and such other documents, agreements, instruments or certificates as
are deemed necessary or desirable by the Issuer's attorney and bond counsel, including
an Internal Revenue Service Form 8038.
In the event that the Bonds cannot be sold and issued in conformity with the
parameters set forth above, no Bonds may be issued without approval of the Issuer
pursuant to a subsequent resolution approving the terms of the Bonds.
Subject to the parameters set forth above, the City Manager and the City Clerk of
the Issuer are authorized and directed to execute, attest and seal the Bonds as
prescribed in the Bond Agreement and to deliver them to the Paying Agent (together
with a certified copy of this resolution and any other documents required by the Bond
Agreement) for authentication and delivery to the Original Purchaser; provided,
however, that, despite the authorization and approval of the Bonds given by the City
pursuant to this resolution, and despite the actual issuance of the Bonds at a later date,
the City reserves the right to provide all further approvals relating to the affected
property and the Project, which are requested of the City, in its sole discretionin the
normal course and in the same manner as if such authorization and approval had not
been given by the City and the City had not issued the Bonds.
3.03 The publication in the official newspaper of the Issuer of the notice for the
public hearing referred to in Section 2(b) of this resolution, and such notice of public
hearing as so published, are hereby ratified.
3.04 The City Manager,City Clerk, Director of Finance /City Treasurer and other
officers of the Issuer are authorized to prepare and furnish to the Paying Agent and
bond counsel certified copies of all proceedings and records of the Issuer relating to the
Bonds, and such other affidavits and certificates as may be required by the Paying
Agent and bond counsel to show the facts relating to the legality and marketability of the
Bonds as such facts appear from the books and records in the officers' custody and
control or as otherwise known to them.
3.05 The approval hereby given to the various documents referred to in this
resolution includes the approval of such additional details therein as may be necessary
and appropriate for their completion and such modifications thereto, deletions therefrom
and additions thereto as may be approved by the Issuer's attorney and bond counsel.
The execution of any document by the appropriate officer or officers of the Issuer herein
authorized shall be conclusive evidence of the approval by the Issuer of such document
in accordance with the terms hereof.
• 3.06 First Business Bank or an affiliate shall initially assume and perform the
duties of Paying Agent.
3.07 Notice of sale of the Bonds, in the form attached hereto as Exhibit A , shall
be published in the official newspaper of the Issuer as a class 1 notice under Chapter 985
of the Wisconsin Statutes.
3.08 The Bonds shall be special limited obligations of the Issuer payable by it
solely from revenues and income derived by or for the account of the Issuer from or for
the account of the Borrower pursuant to the Bond Agreement. As security for the
payment of the principal of, premium, if any, and interest on the Bonds, the Issuer shall
pledge and assign to the Paying Agent all of its right, title and interest in and to the trust
estate described in the Bond Agreement (except as otherwise provided therein).
Passed and adopted at a regular meeting of the City Council of the City of
Oshkosh this 28 day of August, 2012.
Indicates Revision