HomeMy WebLinkAboutA035 - Closing Certificate dated May 17, 2011 Ames/419370-45/Closing Cert&Ur
CLOSING CERTIFICATE L Kb,``
We, the undersigned Mayor and City Clerk, of the City of Ames (the "City"), in Story
County, Iowa, do hereby certify that we are now and were at the time of the execution of the
City's $5,980,000 General Obligation Refunding Bonds, Series 2011 A, dated May 17, 2011 (the
"Bonds"), the officers respectively above indicated; and that in pursuance of Chapter 384 of the
Code of Iowa, a resolution adopted by the City Council on April 26, 2011 (the "Resolution"),
and a loan agreement dated as of May 17, 2011 (the "Loan Agreement"), by and between the
City and Hutchinson, Shockey, Erley & Co., Chicago, Illinois (the "Purchaser"), the Bonds have
been heretofore lawfully authorized and this day by us lawfully issued and delivered to or upon
the direction of the Purchaser and pursuant to the Loan Agreement, the City has received
$6,069,680.39, receipt of which is hereby acknowledged, which amount represents the par
amount of the Bonds ($5,980,000.00), plus reoffering premium ($104,539.55), minus
underwriter's discount ($14,859.16). The Bonds mature on June 1 in each of the years, in the
respective principal amounts and bear interest payable semiannually, commencing December 1,
2011, as set forth in the Resolution.
Each of the Bonds has been executed with the facsimile signatures of the aforesaid
officers, and the Bonds have been fully registered as to principal and interest in the names of the
owners on the registration books of the City maintained by the City Treasurer, as the Registrar
and Paying Agent(the "Registrar").
We further certify that the Bonds are being issued to evidence the City's obligation under
the Loan Agreement entered into by the City for the purpose of paying the cost, to that extent, of
refunding the outstanding balance of the City's General Obligation Corporate Purpose Bonds,
Series 2002A, dated May 1, 2002; General Obligation Corporate Purpose Bonds, Series 2002B,
dated October 15, 2002 and General Obligation Corporate Purpose Bonds, Series 2003, dated
September 1, 2003 (collectively the"Refunded Obligations").
We further certify that no controversy or litigation is pending, prayed or threatened
involving the incorporation, organization, existence or boundaries of the City, or the titles of the
aforesaid officers to their respective positions, or the validity of the Bonds, or the power and duty
of the City to provide and apply adequate taxes for the full and prompt payment of the principal
of and interest on the Bonds, and that none of the proceedings incident to the authorization and
issuance of the Bonds has been repealed or rescinded.
We further certify that no appeal of the decision of the City Council to enter into the
Loan Agreement or to issue the Bonds has been taken to the district court.
We further certify that all meetings held in connection with the Bonds were open to the
public at a place reasonably accessible to the public and that notice was given at least 24 hours
prior to the commencement of all meetings by advising the news media who requested notice of
the time, date, place and the tentative agenda and by posting such notice and agenda at the City
Hall or principal office of the City on a bulletin board or other prominent place which is easily
accessible to the public and is the place designated for the purpose of posting notices of
meetings.
DORSEY&WHITNEY LLP,ATTORNEYS,DES MOINES,IOWA
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Ames/419370-45/Closing Cert&Ur
We further certify as follows:
1. The net sales proceeds of the Bonds are $6,084,539.55 (the "Net Sales
Proceeds"), the same being the Issue Price (hereinafter defined)thereof.
2.- The estimated sources and uses of funds in connection with the Bonds are as
follows:
SOURCES
. .. ...... ........ . .. . ............................... .. . ..................
Par amount of Bonds $5,980,000.00
lPremium _ $104,539.55
$6,084,539.55
USES
Underwriter's Discount $14 859.16
!Costs of Issuance $45,125.00
........ .......... ...... ............ ........ ................ .. ... .......
lRefunding j $6,020,000.00 1
jAdditional Proceeds $4,555 39,
$6,084,539.55
a. $59,984.16 of the Net Sales Proceeds will be used to pay costs of issuance,
including the underwriter's discount, within 45 days of the date hereof, and until so
applied, will be invested by the City without restriction as to yield.
b. $6,020,000.00 of the Net Sales Proceeds will be used for the redemption
of the Refunded Obligations on June 1, 2011, and until such time will be invested by the
City without restriction as to yield.
C. The Additional Proceeds ($4,555.39) will be expended for any lawful
purpose of the City within 45 days of the date hereof.
3. All of the original and investment proceeds of the Refunded Obligations have
been expended for the purposes for which they were issued.
4. The Bonds are payable from ad valorem taxes levied against all taxable property
within the City which will be collected in a Debt Service Fund and applied to the payment of
interest on the Bonds on each June 1 and December 1 and principal of the Bonds on each June 1
(the 12-month period ending on each June 1 being herein referred to as a"Bond Year"); the Debt
Service Fund is used primarily to achieve a proper matching of taxes with principal and interest
payments within each Bond Year; the Debt Service Fund will be depleted at least once each
Bond Year except for a reasonable carryover amount not to exceed the greater of(i)the earnings
on the fund for the immediately preceding Bond Year; or (ii) 1/12 of the principal and interest
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DORSEY&WHITNEY LLP,ATTORNEYS,DES MOINES,IOWA
Ames/41937045/Closing Cert&Ltr
payments on the Bonds for the immediately preceding Bond Year; amounts on deposit in the
Debt Service Fund will be invested by the City without restriction as to yield for a period of 13
months after their date of deposit.
5. The weighted average maturity of the Bonds does not exceed 120% of the
remaining -reasonably expected economic life of the facilities originally financed by the
Refunded Obligations.
6. To our best knowledge and belief, there are no facts, estimates or circumstances
which would materially change the foregoing conclusions.
On the basis of the foregoing, it is not expected that the Net Sales Proceeds will be used
in a manner that would cause the Bonds to be "arbitrage bonds" under Section 148 of the Code
and the regulations prescribed under that section. The City has not been notified of any listing or
proposed listing of it by the Internal Revenue Service as a bond issuer whose arbitrage
certifications may not be relied upon.
We further certify that the Purchaser has advised the City that the reasonably expected
reoffering price (the "Issue Price") of the Bonds to the public is $6,084,539.55.
We further certify that due provision has been made for the collection of taxes sufficient
to pay the principal of and interest on the Bonds when due. All payments coming due before the
collection of any such taxes will be paid promptly when due from legally available funds.
IN WITNESS WHEREOF,we have hereunto affixed our hands, as of May 17, 2011.
CITY OF AMES, IOWA
By ��� cis'• t�
Mayor
Att
City Clerk
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DORSEY&WHITNEY LLP,ATTORNEYS,DES MOINES,IOWA
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ATTACHMENT TO 803 8-G
City of Ames, Iowa
42-6004218
Issue Date: May 17, 2011
Part V
31. (a) 5.9208 years; (b) 2.0652 years; (c) 2.5381 years
34. (a) 05/01/2002; (b) 10/15/2002; (c) 09/03/2003