HomeMy WebLinkAbout2002-12-16-Resolutions 02-190_Bonds - Private School Facility Revenue - IssuanceRESOLUTION NO.02-190
"RESOLUTION AUTHORIZING AND PROVIDING FOR THE ISSUANCE
OF $9,500,000 AGGREGATE PRlNCIP AL AMOUNT OF PRIVATE SCHOOL
FACILITY REVENUE BONDS,SERIES 2002,OF THE CITY OF WAUKEE,
IOWA;THE EXECUTION AND DELIVERY OF A TRUST INDENTURE TO
SECURE SAID BONDS;THE EXECUTION AND DELNERY OF A LOAN
AGREEMENT BETWEEN SAID CITY AND ST.FRANCIS OF ASSISI
SCHOOL CORPORATION OF WEST DES MOINES,IOWA PROVIDING
FOR THE REPAYMENT OF THE LOAN OF THE PROCEEDS OF SAID
BONDS AND THE SECURING OF SAID REPAYMENT OBLIGATION;THE
EXECUTION AND DELIVERY OF A BOND PURCHASE AGREEMENT
RELATING TO THE SALE OF SAID BONDS;AND RELATED MATTERS."
WHEREAS,the City of Waukee,Iowa,a political subdivision organized and
existing under the Constitution and laws of the State ofIowa (the "Issuer"),is authorized
by Chapter 419 of the Iowa Code,as amended (the "Act"),to issue revenue bonds for the
purpose of defraying the cost of acquiring,constructing,installing and equipping a
"project",as that term is defined in the Act,including any land,buildings or
improvements suitable for use as a facility for an organization described in Section
501(c)(3)of the Internal Revenue Code (the "Code")which is exempt from federal
income tax under Section 501(a)of the Code (a "Tax Exempt Organization")and to
refmance any existing indebtedness on a facility for a Tax Exempt Organization;and
WHEREAS,the Issuer has been requested by St.Francis of Assisi School
Corporation of West Des Moines,Iowa,an Iowa nonprofit corporation and a Tax Exempt
Organization (the "Borrower"),to authorize and issue its bonds pursuant to the provisions
ofthe Act for the purpose of defraying all or a portion of the cost of (i)acquisition of
land and construction of an addition to the Borrower's existing elementary school,
including a gymnasirnn,classrooms,cafeteria,media center and music and art rooms,(ii)
retiring existing indebtedness,the proceeds of which were used to construct the existing
school facility (together the "Project"),all located at 7075 Ashworth Road,West Des
Moines,Iowa within 8 miles of the boundaries of the Issuer and (iii)paying related costs,
including costs of issuance of the Bonds;and
WHEREAS,pursuant to published notice of intention,this City Council has
conducted a public hearing on this date,as required by Section 419.9 of the Act and
Section 147(f)of the Intemal Revenue Code of 1986 (the "Code")at the time and place
as specified in said notice of hearing and any and all objections or other comments
relating to such bonds have been heard;and
WHEREAS,the Issuer has determined to proceed with the issnance of$9,500,000
aggregate principal amount of Private School Revenue Bonds (St.Francis of Assisi
School Corporation Project)Series 2002 (the "Bonds")to finance the Project;and
WHEREAS,the Borrower has arranged for the sale of the Bonds to DM Kelly &
Company (the "Underwriter")pursuant to a Bond Purchase Agreement (the "Bond
Purchase Agreement")among the Borrower,the Issuer and the Underwriter.1
NOW,THEREFORE,Be It Resolved by the City Council of the City of Waukee,
Iowa,as follows:
Section 1.In order to provide for the fmancing of the Project,the Bonds are
hereby authorized and ordered to be issued pursuant to the Trust Indenture to be dated as
of December 1,2002 (the "Indenture")by and between the Issuer and West Des Moines
State Bank:(the "Trustee"),in substantially the form as has been presented to this Board
and containing substantially the terms and provisions set forth therein,with such changes
therein as shall be approved by the officers of the Issuer executing the Bonds,and the
forms,terms and provisions of the Bonds and the Indenture are hereby approved,and the
Mayor and the City Clerk:are hereby authorized and directed to execute,attest,seal and
deliver the Indenture,and the Mayor and the City Clerk are further authorized and
directed to execute,attest,seal and deliver the Bonds as provided in the Indenture,
including the use of facsimile signatures as therein provided;the Bonds shall be in an
aggregate principal amount of $9,500,000 and shall bear interest at a net interest cost not
to exceed 5.50%per annum,shall be sold at such prices,shall mature on the dates and in
the amounts and shall be subject to redemption on such dates and in such amonnts as
provided in the Indenture.The execution and delivery by the Mayor and City Clerk:of
the Indenture on behalf of the Issuer shall constitute approval by the Issuer of such
interest rates,aggregate principal amonnt,and provisions thereof.
Section 2.The Issuer will loan the proceeds of the Bonds to the Borrower to
provide for the financing ofthe Project,such loan ofthe proceeds of the Bonds to be
pursuant to the Loan Agreement to be dated as of December I,2002 (the "Agreement"),
by and between the Issuer and the Borrower,in substantially the form as has been
presented to this Board and containing substantially the terms and provisions set forth
therein,but with such changes therein as shall be approved by the officers executing the
Bond Purchase Agreement on behalf of the Issuer.The Agreement is hereby authorized
and approved,and the form,terms and provisions ofthe Agreement are hereby approved,
and the Mayor and the City Clerk are hereby authorized and directed to execute,attest,
seal and deliver the Agreement.
Section 3.The sale of the Bonds to the Underwriter pursuant to the Bond
Purchase Agreement in substantially the form as has been presented to this Council and
containing substantially the terms and provisions set forth therein,but with such changes
therein as shall be approved by the officers executing the Bond Purchase Agreement on
behalf of the Issuer,is hereby authorized and approved and the form,terms and
provisions of the Bond Purchase Agreement are hereby approved,and the execution and
delivery of the Bond Purchase Agreement by the Mayor is hereby authorized and
approved.
Section 4.The Tax Certificate and Agreement (the "Tax Certificate")among
the Borrower,the Issuer,and the Trustee in substantially the form as has been presented
to this Board and containing substantially the terms and provisions set forth therein,but
with such changes therein as shall be approved by the officers executing the Tax
Certificate on behalf of the Issuer,is hereby authorized and approved and the form,terms
and provisions of the Tax Certificate are hereby approved,and the execution and delivery
ofthe Tax Certificate by the Mayor or the City Clerk is hereby authorized and approved.
Section 5.The use by the Underwriter of the Official Statement,with such
changes and additions as are necessary to reflect the final terms of the transaction (the
"Official Statement")in connection with the purchase of the Bonds is hereby authorized
and approved;provided such authorization and approval shall not be deemed to include
authorization and approval of information contained in the Official Statement other than
information describing the Issuer or its litigation and only as the same relates to the
Issuer,but nothing contained in this Resolution shall be construed as prohibiting or
limiting the Underwriter and the Borrower from including such information as they
reasonably deem appropriate.The Official Statement as of its date is deemed final by the
Issuer within the meaning of Rule l5c2-12(b )(1)ofthe Securities and Exchange
Commission.
Section 6.The Bonds and interest and premium,if any,thereon shall never
constitute a debt or indebtedness of the Issuer within the meaning of any constitutional or
statutory provision or limitation and shall not constitute nor give rise to a pecuniary
liability of the Issuer or a charge against its general credit or taxing powers,but the
Bonds and interest and premium,if any,thereon shall be payable solely and only from
the revenues derived from the Agreement and the debt obligations of the Borrower
thereunder;and no part of the cost of financing the Project will be payable out of the
general funds or other contributions ofthe Issuer except the proceeds of the Bonds and
any subsequent issues of bonds permitted under the Agreement and the Indenture.
Section 7.Based upon data provided by the Underwriter,the amount
necessary in each year to pay the principal of,premium,if any,and interest on the Bonds
proposed to be issued is set forth in the Agreement and the debt obligations of the
Borrower thereunder insures that the Borrower is obligated to pay amounts sufficient to
pay the principal of,premium,if any,and interest on the Bonds and the payment of such
amounts by the Borrower to the Trustee pursuant to the Agreement is hereby authorized,
approved and confirmed.
Section 8.The Mayor and the City Clerk are hereby authorized and directed
to execute,attest,seal and deliver any and all documents and do any and all things
deemed necessary to effect the issuance and sale of the Bonds and the execution and
delivery ofthe Agreement,the Indenture,the Tax Certificate and the Bond Purchase
Agreement,and to carry out the intent and purposes of this Resolution,including the
preamble hereto;and the execution by the Mayor and,if required,the City Clerk,ofthe
Bonds,the Indenture,the Agreement,the Tax Certificate and the Bond Purchase
Agreement shall constitute conclusive evidence of their approval and this Council's
approval thereof and of any and all changes,modifications,additions or deletions therein
from the respective forms thereof now before this meeting.
Section 9.In order to qualify the Bonds as "qualified tax exempt obligations"
within the meaning of Section 265(b)(3)of the Code,the Issuer hereby makes the
following factual statements and representations:
(A)The Issuer hereby designates the Bonds as "qualified tax-exempt
obligations"for purposes of Section 265(b )(3)of the Code;
(B)The reasonably anticipated amount of tax-exempt obligations (other than
obligations described in clause (ii)of Section 265(b)(3)(c)of the Code)which will be
issued by the Issuer (and all entities whose obligations will be aggregated with those of
the Issuer)during this calendar year 2002 will not exceed $10,000,000;and
(C)Not more than $10,000,000 of obligations issued by the Issuer during this
calendar year 2002 have been designated for purposes of Section 265(b)(3)of the Code.
The Issuer shall use its best efforts to comply with any federal procedural
requirements which may apply in order to effectuate the designation made by this
paragraph.
Section 10.The provisions of this Resolution are hereby declared to be
separable and if any action,phrase or provisions shall for any reason be declared to be
invalid,such declaration shall not affect the validity ofthe remainder of the sections,
phrases and provisions.
1
Section 11.This Resolution shall be null and void in the event the Bonds are
not issued on or before December 31,2002.
Section 12.This Resolution shall become effective immediately upon its
passage and approval.
Passed this 16th day of December 2002.
CITY OF WAUKEE,IOWA
(SEAL)
Mark D.Leslie,May r
.1
ROLL CALL VOTE AYE NAY ABSENT
Nicholas C.Gruber X
Donald L.Bailey,Jr.X
Bill Peard X
Mike Watts X
Wayne Johnson X
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