HomeMy WebLinkAboutA003 - Council Action Summary from January 26, 1999 meeting with packet documents COUNCIL ACTION SUMMARY
Meeting Date: 1126199
Agenda Item #: Comments
SUBJECT: Letter from Essex Corporation dated January 25, 1999 (asking City to act
as the Issuer of Development Bonds RE: Windsor Oaks)
ACTION TAKEN: Referred to staff.
MOTION BY: Campbell
SECOND BY: Cross
/ VOTING AYE: Campbell, Cross, Hoffman, Parks, Quirmbach, Wirth
J
VOTING NAY: None
ABSENT: None
By: 11)"- 1
Diane Voss, City Cleric
Copy to: Steve Schainker
0 SEX CORPORATION
_. SUITE 100, OMAHA,NE BB154 ■
January 25, 1999
Mayor and the Council
Ames City Hall
515 Clark Avenue
Ames,Iowa 50010
RE: Ames Senior Living
Development Revenue Bonds
Dear Mayor and Members of the Council:
By this letter,we are requesting, on behalf of Ames Senior Living, that the-City of Ames act as
the Issuer of Development Revenue Bonds for the purpose of providing permanent financing for
the project known as Windsor Oaks.
The City is authorized by Chapter 419 of the Code of Iowa to-issue revenue bonds. The Bonds
- do not constitute an-indebtedness of the City and will not cause any pecuniary liability or be a
charge against its general credit or taking powers.
Ames Senior Living is the Owner of the proposed community and is a newly formed, locally
owned, nonprofit corporation. Ames Senior Living is an Iowa nonprofit corporation
incorporated in the State of Iowa. The company's only business is the ownership and operation
of Windsor Oaks.
The-nonprofit corporation has been approved to be exempt from federal income tax as an
organization defined in section 501(c)(3). However, the nonprofit corporation will pay full real_
estate taxes. The-corporation also has been registered, as required for-senior housing projects,
with the State of Iowa Insurance Division.
The development will be located at a site west of the intersection of Adams-Street and Calhoun
Avenue in 1,-?orth Ames. The site consists of approximately seven acres and is appropriately
zoned. The-assessment and development agreements for this project have just recently been
approved by the City.
Windsor Oaks is a community that is designed as an affordable-community for seniors 55 years
of age and older. The building for-Phase I will consist of 28 one and two bedroom apartments
ranging in_size from 770 square feet to 1540 square feet. The building will also have-28 garages
attached and corresponding individual resident storage areas. The-building has a total of 48,900
- _ Mayor and Members of the Council
January 25, 1999
- Page 2 _-
- square feet and is single story, wood frame, slab-on-grade with brick and lap siding. Each
apartment has its own three-season porch.
Similar financing in Iowa-has-been provided for senior housing projects in Clinton,Nevada, Red
Oak,Boone and Sioux-Center.=In two cities, Clinton and Nevada, the Bonds were placed-
privately with local financial-institutions. It is the intent of the nonprofit-to-do the same in Ames,
if economically viable. -The-cost of necessary legal services incurred by the City for the review
of the Bond documents prepared-by the Bond Council for the Project will be borne by the
nonprofit corporation. The name of the Bond Council is:
Chuck Addy
Baird Holm McEachen Pedersen Hamann& Strasheim
1500 Woodmen Tower
Omaha,Nebraska, 68102
(402) 344-0500
Thelotal development-costs for Phase I of the project are estimated to be$5,000,000.
Approximately$2,500,000 will be provided as equity with only$2,500,000 required in Bond
financing.
A general.timeline for the Project would be:
1) That the.City passes a Resolution.granting PreliminM Q12roval for the issuance
of Bonds.
2) That the City passes a Resolution granting Final approval for the issuance of
Bonds.
3) Construction commencement-May 1999.
Also attached for your review are sample council resolutions from Nevada and Clinton. Also
-enclosed is page 1 -of the-IRS determination letter and the Insurance Division approval letter.
:Thank you for your attention to this request. We look forward to hearing from you regarding this
matter.
Sincerely,
ESSEX CORPORATION
?ent�B. raasch
Executive Vice President
INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY
DISTRICT DIRECTOR
P. 0. BOX 2508
CINCINNATI, OH 45201
Employer Identification Number:
Date: JUL 221998 DLN:47-0808724
17053044034008
AMES SENIOR LIVING Contact Person:
C/O BART VOTAVA D. A. DOWNING
11606 NICHOLAS ST STE 100 Contact Telephone Number:
OMAHA, NE 68154 (513) 241-5199
Accounting Period Ending:
December 31
Foundation Status Classification:
509(a)(2)
Advance Ruling Period Begins:
March 6, 1997
Advance Ruling Period Ends:
December 31, 2001
_ Addendum Applies:
No
Dear Applicant:
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(a) of the Internal Revenue
Code as an organization described in section 501(c)(3) .
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509(a) of the Code.
However, we have determined that you can reasonably expect to be a publicly
supported organization described in section 509(a)(2) .
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the require-
ments of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classi-
fy you as a section 509(a)(1) or 509(a)(2) organization as long as you continue
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
a final determination of your foundation status.
If we publish a notice in the Internal Revenue Bulletin stating that we
Letter 1045 (DO/CG)
e ada ~Iowa
The City Council o.f_Nevada, Iowa, met in regular session
on the 14th day of .April, i997 at 6:00 o'clock P.M. , at the City
Hall in Nevada, Iowa. The meeting was called to order by Mayor
Christv and on roll call, the following named Council
Members were present : Clem, Cooper, Neff, Rebarcak and Strum
Absent - Hobson
Matters were discussed concerning the issuance of
Development Revenue Bonds . The Mayor and City Council investigated
and found that notice of intention to issue' not to exceed
$1, 315, 000 of Development Revenue Bonds had, as directed by the
Mayor and City Council, been duly given according to law.
This being the time and place specified in the notice for
the conduct of a public hearing on the proposal to issue such
Development Revenue Bonds, all local residents attending the
hearing were given an opportunity to express their views for or
against the proposal to issue the Development Revenue Bonds .
After all local residents who appeared at the hearing who
desired to do so, had expressed their views for or against the
proposal to issue the Development Revenue, Bonds, Council Member
Clem introduced and caused to be read a
Resolution entitled:
"Resolution authorizing the issuance and sale of
$1, 315, 000 Development Revenue Bonds (Regency Retirement
Residence Project) Series 1997, the execution and
delivery of an Indenture of Trust to secure said Bonds,
the execution and delivery of a- Loan Agreement with
Regency Retirement Residence of Nevada and Related
Matters"
and moved its adoption, which motion was seconded by Council Member
Cooper . After due consideration of said Resolution by the
Council, the Mayor put the question on the motion and upon the roll
being called, the following named Council Members voted:
Ayes : Clem, Cooper, Rebarcak, Neff and Strum
Nays : None.
Absent : Hobson
Whereupon, the Mayor declared the said Resolution duly
adopted and . signed his approval thereto.
1
Upon motion and vote, the meeting adjourned.
ATTEST: _
Mayorp a s Christy
City Clerk , e North CMC/AAE
(SEAL)
2
RESOLUTION NO. 55 (96-97)
"RESOLUTION AUTHORIZING THE O ISSUANCE AND SALE'
'� 4g5�-4;yy.Y� .... .. ., .�.x ; ,
F $1, 315, 000 ` }`DEVELOPMENT ., ;REVENUE -BrxONDS
`(REGENCY-RETIREMENT-RESIDENCE PROJECT) , SERIES
1997, THE EXECUTION AND DELIVERY OF AN
INDENTURE OF TRUST TO SECURE- SAID BONDS, THE
EXECUTION AND DELIVERY OF A LOAN AGREEMENT
WITH REGENCY RETIREMENT RESIDENCE OF NEVADA
AND RELATED MATTERS"
WHEREAS, ;the City of Nevada, Iowa (hereinafter referred
to as the "City")`7—is --a municipal'corporation organized and
existing under the laws__and_cons_ttution of the _State of__Iowa, and
-- - - -
i is authorized and empowered by Chapter 419 . of the Code _of.. Iowa,; _as
-amended -(-hereinaf"ter referred to as- the "Act") ` to issue revenue
bonds aril-loan the proceeds from the sale of said—bonds to-one or
more----part-ie"s—for--the--purpose of acquiring, constructing and
improving, and equipping land, buildings and other improvements
located within or near the corporate boundaries of the City which
shall be suitable for the use of any housing unit or complex for
the elderly; and
WHEREAS, the City has determined there is a public need
in the City for a housing unit or complex for the elderly as
proposed by the Company (as hereinafter defined) ; and
WHEREAS, the City has made the necessary arrangements
with Regency Retirement Residence of Nevada (the "Company") for the
location of facilities which constitutes a "project" , as defined in
the Act (the "Project" ) , within or near the corporate boundaries of
the City; and
WHEREAS, Notice of Intention to issue Development Revenue
Bonds (the "Bonds" ) has been published one time in the Nevada
Journal on March 20, 1997, as required by law, and the City has
conducted a public hearing at the time and place as specified in
said notice of hearing on the proposal to issue the Bonds, all in
the manner required by the Act and the Internal Revenue Code of
1986, as amended, and any and all objections or other comments
relating to such Bonds have been heard.
WHEREAS, the City deems it necessary and advisable to
proceed with the issuance, sale and delivery of Bonds in the amount
of $1, 315, 000 as authorized and permitted by the Act to finance the
cost of the Project to that amount; and
WHEREAS, the City will loan the proceeds of the Bonds to
the Company pursuant to the provisions of a Loan Agreement dated as
of April 1, 1997, between the City and the Company (the "Loan
Agreement" ) , the obligations of which will be sufficient to pay the
1
principal of and interest and prepayment premium, if any, . on the
Bonds as and when the same shall be due; and
WHEREAS, the City will sell. the Bonds to State Bank &
Trust Co. (the "Purchaser") at a price of par and accrued interest
and the City will execute and deliver an Indenture of Trust dated
as of April 1, 1997, (the "Indenture") to State Bank & Trust Co. ,
(the "Trustee") , as Trustee for the bondholders; and
WHEREAS, as .additional security for payment of the Bonds,
the Company has agreed to execute a Mortgage, Security Agreement,
Assignment of Leases and Rents and Fixture Financing Statement (the'
"Mortgage" ) dated as of April 1, 1997, between the Company, as the
mortgagor and debtor, and the City and the Trustee (as the assignee
of the City) , as the mortgagee and secured party, thereunder,
pursuant to which the Company grants and conveys to the City and
Trustee a first mortgage lien in the real estate described in the
Mortgage, subject to Permitted Encumbrances (as defined in the Loan
Agreement) , and a security interest in the personal property
described in the Mortgage; and
WHEREAS, the rights and interests of the City in and to
the Loan Agreement and the Mortgage will be assigned by the City to
the Trustee pursuant to the Indenture.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
NEVADA, IOWA, AS FOLLOWS:
Section 1 . A public hearing has been held on the
proposal to issue such Bonds at the time and place as specified in
said notice of hearing and all persons who appeared were given an
opportunity to express their views for or against the proposal to
issue said Bonds, and all objections or other comments relating to
the issuance of such Bonds have been heard and are hereby
overruled, and the City Council hereby finds and determines: (i)
that a general functional description of the type and use of the
Project has been accurately described in said notice of hearing and
is hereby approved; (ii) that the maximum aggregate face amount of
the Bonds has been accurately described in said notice of hearing
and is hereby approved; (iii) that the initial. owner, operator or
manager of the Project has been accurately described in said notice
of hearing and is hereby approved.
Section 2 . That the . Bonds in an aggregate principal
amount of . $1, 315, 000 be and the same are hereby authorized and
ordered to be issued by the City, and to provide for the author-
ization of and to secure the Bonds under the Act, to finance the
Project and necessary expenses incidental thereto and to prescribe
the terms and conditions upon which the Bonds are to be issued,
secured, executed, authenticated, accepted and held, the Mayor is
hereby authorized and directed to execute and acknowledge the
Indenture, including necessary counterparts, and the Clerk is
2
hereby authorized and directed to attest the same and to affix the
seal of the City thereto and to cause the Indenture to be delivered
to, accepted and acknowledged by the Trustee, the Indenture, which
constitutes and is hereby made a part of this authorizing Resolu-
tion, and the Bonds, the form and content of which are set forth in
the Indenture, to be in substantially the form, text and containing-
the provisions set forth in the form of the Indenture now before
- this meeting, but with such insertions, changes, modifications,
additions or deletions therein as shall to the Mayor and the City
Clerk seem necessary, desirable or appropriate, their execution
thereof to constitute conclusive evidence of the approval of and
authorization by the City and the Mayor and City Clerk' s approval
of , any and all insertions, changes, modifications, additions or
deletions therein from the form and content of the Indenture now
before this meeting.
Section 3 . That the City loan to the Company the
proceeds of the Bonds pursuant to the Loan Agreement. That there
be and there is hereby authorized the execution of such a Loan
Agreement in substantially the form and with the contents herein-
after set forth, and the Mayor is hereby authorized and directed to
execute and acknowledge the Loan Agreement, including necessary
counterparts, and the Clerk is hereby authorized and directed to
attest the same and affix the seal of the City thereto, the Loan
Agreement, which constitutes and is hereby made a part of this
authorizing Resolution, to be in substantially the form, text, and
containing the provisions set forth in the Loan Agreement now
before this meeting, but with such changes, modifications,
additions or deletions therein as shall to the Mayor and the City
Clerk seem necessary, desirable or -appropriate, . their execution
thereof to constitute conclusive evidence of their approval of any
and all changes, modifications, additions or deletions therein from
the form and content of the Loan Agreement now before this meeting.
Section 4 . That the form and content of the Mortgage,
constituting a conveyance and grant by the Company to the City and
the Trustee (as the assignee of the City) of a mortgage lien and
security interest in and to the property subject to Permitted
Encumbrances as defined in the Loan Agreement, and the assignment
to the Trustee of the City' s rights and interests in and to the
Mortgage, pursuant to the Indenture, be and the same hereby are in
all respects authorized, approved and confirmed, and the Mayor is
hereby authorized and directed to execute, acknowledge and deliver
the Mortgage for and on behalf of the City, as a mortgagee and
secured party thereunder, including necessary counterparts, and the
Clerk is hereby authorized and directed to attest the same and
affix the seal of the City thereto, the Mortgage, which constitutes
and is hereby made a part of this authorizing Resolution, to be in
substantially the form, text and containing the provisions set
forth in the form of Mortgage now before this meeting, but with
such changes, additions, modifications and deletions therein as
shall to them seem necessary, desirable or appropriate, their
3
execution thereof to constitute conclusive evidence of their
approval -of any and all changes, modifications, additions or
deletions from the form and content of the Mortgage now before this
meeting.
Section 5 . That State Bank & Trust Co. is hereby
appointed Trustee under the Indenture, and the assignment of the
City, s rights and -interests in and to the Loan Agreement (and Note)
and Mortgage (with certain exceptions as stated in the Indenture) ,
be and the same hereby are in all respects authorized, approved and
confirmed.
Section 6 . That the sale of the Bonds to the Purchaser
in the amounts set forth above, upon the terms of par and accrued
interest, be and the same is hereby directed and approved.
Section 7. The City hereby designates the Bonds as its
"qualified tax exempt obligations" under Section
265 (b) (3) (B) (i) (III) of the Internal Revenue Code of 1986 and
covenants and warrants that the City does not reasonably expect to
issue bonds or other obligations aggregating in the principal
amount of more than $10, 000, 000 during the calendar year in which
the Bonds are to be issued" .
Section 8 . That from and after the execution and
delivery of the documents identified above, the Mayor and the Clerk
are hereby authorized and directed to execute any and all
certificates, documents and other papers and do any and all things
and to perform all other acts (including without limitation the
filing- of Internal Revenue Service Form 8038 and the filing of any
financing statements necessary to create or maintain a security
interest on the properties pledged or assigned under the Indenture,
the Loan Agreement and the Mortgage) deemed necessary in order to
effect the accomplishment of the Project, the issuance and sale of
the Bonds and the execution and delivery of the Loan Agreement, the
Indenture, the Bond Purchase Agreement and the Mortgage and to
carry out the intent and purpose of this Resolution.
Section 9 :Anything an this Resolution or the Bonds to.
ithe�contrary__:- notwitl standing ' neither this„ ; Resolut-ion, the'.
2-ndenture 4 ther Bonds, .,_or the..Loan:=Agr.eement sha1"1 repres-ent ,on
constitute: an indebtedness .6f._:the__City.,'t.within the _meaning_-o.f any'
tate "constitutional provision or statutory limitation, and shalh,.
nat consti.tu�te or' give,--,-rise a pecuniary liability of the,:City
or a chard e a ains'twit
sereral creditor taxiing owers,and "each
4 Bond shall contain on its face a statement to tYiat- effect
Section 10 . That the provisions .of this Resolution are
hereby declared to be separable and if any section, phrase or
provision shall for any reason be declared to be invalid, such
declaration shall not affect the validity of the remainder of the
sections, phrases and provisions .
4
Section 11. That all 'resolutions and orders or parts
thereof in conflict herewith are hereby repealed to the extent of
such conflict.
Section 12 . That this Resolution shall become effective
immediately upon its passage and approval.
PASSED AND APPROVED this 14th day of April, 1997.
CITY OF NEVADA, IOWA
By: -;
M r, James Christy
ATTEST:
City Clerk, S e North CMC/AAE
(SEAL)
STATE OF IOWA )
ss .
COUNTY OF STORY )
The undersigned, being first duly sworn, does hereby
depose and certify that I am the duly appointed, qualified and
acting City Clerk of the City of Nevada, in the County of Story,
State of Iowa; that as such I have in my possession, or have access
to, the complete corporate records of said City and of its Council
and officers; that I have carefully compared the transcript hereto
attached with the aforesaid corporate' records; and that said
transcript hereto attached is a true, correct and complete copy of
all of the corporate records showing the action taken by the City
Council of said City at a meeting open to the public on April 14,
1997, which was called in accordance with Chapter 21A of the Iowa
Code, and notice to the general public and news media was made at
least twenty-four (24) hours prior to the time of the meeting.
WITNESS, my hand and the Corporate Seal of the City
hereto affixed at Nevada, Iowa, this 14th day of April, 1997 .
(SEAL) City Clerk , Sud North CMC AAE .
5
STATE OF IOWA )
ss.
COUNTY OF STORY )
On this 14th day of April, 1997, before me a Notary
Public, in and for said county, personally appeared Sue North, to
me personally known, who being by me duly sworn did say that she is
the City Clerk of said City of Nevada, Iowa; that the seal affixed
to said instrument is the seal of said City and that said
instrument was signed and sealed on behalf of said City by
authority of its Council Members and said City Clerk acknowledged
the execution of said instrument to be the voluntary act and deed
of said City by it voluntarily executed.
r.,y cc... sIS,9
t
Notary Public
216098
6
Clinton, Iowat�
The City Council of-Clnton, Iowa, met in regular session
on the loth day of• December199_6_ at 7 : 00 o' clock P.M. , at the
City Hall in Clinton, owa. The meeting was called to order by _
LaMetta K. Wynn, Mayor and on roll call, the following named
Council Members were present : Borota, Drury, Graboski, Klaes, Mallinger,
Oakley, Smith.
Absent : None
Matters were discussed concerning the issuance of
Development Revenue Bonds . The Mayor and City Council investigated
and found that notice of intention to issue not to exceed
$2, 500, 000 of Development Revenue Bonds had, as directed by the
Mayor and City Council, been duly given. according to law.
This being the time and place specified in the notice for
the conduct of a public hearing on the proposal to issue such
Development Revenue Bonds, all local residents attending the
hearing were given an opportunity to express their views for or
against the proposal to issue the Development Revenue Bonds .
After all local residents who appeared at the hearing who
desired to do so, had expressed their views for or against the
proposal to issue the Development Revenue Bonds, Council Member
'Graboski introduced and caused to be read a
Resolution entitled:
"Resolution authorizing the issuance and sale of
$2, 500, 000 Development Revenue Bonds (Regency Retirement
Residence Project) Series 1996, the execution and
delivery of an Indenture of Trust to secure said Bonds,
the execution and delivery of a Loan Agreement with
Regency Retirement Residence of Clinton and Related
Matters"
and moved its adoption, which motion was seconded by Council Member
Drury After due consideration of said Resolution by the
Council, the Mayor put the question on the motion and upon the roll
being called, the following named Council Member voted:
Ayes : Borota, Drury, Graboski, Klaes, Mallinger, Oakley, Smith
Nays : None
Absent : None
Whereupon, the Mayor declared the said Resolution duly
adopted and signed her approval thereto.
1
Upon motion and vote, the meeting adjourned.
a or
ATTEST:
•j
City Clerk
(SEAL)
2
RESOLUTION NO.
w ESOI;UTION AUTHORIZING,THE ISSU --AND SALE y
OF $2-, 5`00 `0"00" _ DEVELOPMENT REVENUE BONDS_
(REGENCY RETIREMENT RESIDENCE PROJECT) , SERIES
1996, THE EXECUTION AND DELIVERY OF AN
INDENTURE OF TRUST TO SECURE SAID BONDS, THE
EXECUTION AND DELIVERY OF A LOAN AGREEMENT
WITH REGENCY RETIREMENT RESIDENCE OF CLINTON
AND RELATED MATTERS"
WHEREAS, the City of Clinton, Iowa'r(hereinafter referred
to as the "City") , is`a municipal corporation organized and
existing under the laws and constitution of the State of Iowa,-.and
Fis authorized-and empowered-by Chapter 419 of the Code Hof, Iowa r�-as
t amended--(here naf-er__referred---tows-the-"'Act"-)-," -to " issue revenug
ibonds and loan the proceeds.j' from the sale of said bonds to one or
more--parties fof the purpose of acquiring, constructing and
improving, and equipping land, buildings and other improvements
located within or near the corporate boundaries of the City which
shall be suitable for the use of any housing unit or complex for
the elderly; and
WHEREAS, the City has determined there is a public need
in the City for a housing unit or complex for the elderly as
proposed by the Company (as hereinafter defined) ; and
WHEREAS, the City has made the necessary arrangements
with Regency Retirement Residence of Clinton (the "Company" ) for
the location of facilities which constitutes a "project" , as
defined in the Act (the "Project" ) , within or near the corporate
boundaries of the City; and
WHEREAS, Notice of Intention to issue Development Revenue
Bonds (the "Bonds") has been published one time in the Clinton
Herald on November 22, 1996, as required by law, and the City has
conducted a public hearing at the time and place as specified in
said notice of hearing on the proposal to issue the Bonds, all in
the manner required by the Act and the Internal Revenue Code of
1986, as amended, and any and all objections or other comments
relating to such Bonds have been heard.
WHEREAS, the, City deems it necessary and advisable to
proceed with the issuance, sale and delivery.of Bonds in the amount
of $2, 500, 000 as authorized and permitted by the Act to finance the
cost of the Project to that amount; and
WHEREAS, the City will loan the proceeds of the Bonds to
the Company pursuant to the provisions of a Loan Agreement dated as
of December 1, 1996 , between the City and the Company (the "Loan
Agreement" ) , the obligations of which will be sufficient to pay the
1
principal of and interest and prepayment premium, if any, on the
Bonds as and when the same shall be due; and
WHEREAS, the City will sell the Bonds to Clinton National
Bank (the "Purchaser") at a price of par and accrued interest and
the City will execute and deliver an Indenture of Trust dated as of
December 1, 1996, (the "Indenture") to Clinton National Bank, (the
"Trustee") , as Trustee for the bondholders; and
WHEREAS, as additional security for payment of the Bonds,
the Company has agreed - to execute a Mortgage, Security Agreement,
Assignment of Leases and Rents and Fixture Financing Statement (the
"Mortgage" ) dated as of December 1, 1996, between the Company, as
the mortgagor and debtor, and the City and the Trustee (as the
assignee of the City) , as the mortgagee and secured party,
thereunder, pursuant to which the Company grants and conveys to the
City and Trustee a first mortgage lien in the real estate described
in the Mortgage, subject to Permitted Encumbrances (as defined in
the Loan Agreement) , and a security interest in the personal
property described in the Mortgage; and
WHEREAS, the rights and interests of the City in and to
the Loan Agreement and the Mortgage will be assigned by the City to
the Trustee pursuant to the Indenture.
NOW, THEREFORE, BE IT. RESOLVED BY THE CITY COUNCIL OF
CLINTON, IOWA, AS FOLLOWS:
Section 1. A public hearing has been held on the
proposal to issue such Bonds at the time and place as specified in
said notice of hearing and all persons who appeared were given an
opportunity to express their views for or against the proposal to
issue said Bonds, and all objections or other comments relating to
the issuance of such Bonds have been heard and are hereby
overruled, and' the City Council hereby finds and determines : (i)
that a general functional description of the type and use of the
'Project has been accurately described in said notice of hearing and
is hereby approved; (ii) that the maximum aggregate face amount of
the Bonds has been accurately described in said notice of hearing
and is hereby approved; (iii) that the initial owner, operator or
manager of the Project has been accurately described in said notice
of hearing and is hereby approved.
Section 2 . That the Bonds in an aggregate principal
amount of $2, 500, 000 be and the same are hereby authorized and
ordered to be issued by the City, and to provide for the author-
ization of and to secure the Bonds under the Act, to finance the
Project and necessary expenses incidental thereto and to prescribe
the terms and conditions upon which the Bonds are to be issued,
secured, executed, authenticated, accepted and held, the Mayor is
hereby authorized and directed to execute and acknowledge the
Indenture, including necessary counterparts, and the Clerk is
2
r
hereby authorized and directed to attest the same and to affix the
seal of the City thereto and to cause the Indenture to be delivered
to, accepted and acknowledged by the Trustee, the Indenture, which
constitutes and is hereby made a part of this authorizing Resolu-
tion, and the Bonds, the form and content of which are set forth in
the Indenture, to be in substantially the form, text and containing
the provisions set forth in the form of the Indenture now before
this meeting, but with such insertions, changes, modifications,
additions or deletions therein as shall to the Mayor and the City
Clerk . seem necessary, desirable or appropriate, their execution
thereof to constitute conclusive evidence of the approval of and
authorization by the City and the Mayor and City Clerk' s approval
of any and all insertions, changes, modifications, additions or
deletions therein from the form and content of the Indenture now
before this meeting.
Section 3 . That the City loan to the Company the
proceeds of the Bonds pursuant to the Loan Agreement. That there
be and there is hereby authorized the execution of such a Loan
Agreement in substantially the form and with the contents herein-
after set forth, and the Mayor is hereby authorized and directed to
execute and acknowledge the Loan Agreement, including necessary
counterparts, and the Clerk is hereby authorized and directed to
attest the same and affix the seal of the City thereto, the Loan
Agreement, which constitutes and is hereby made a part of this
authorizing Resolution, to be in substantially the form, text, and
containing the provisions set forth in the Loan Agreement now
before this meeting, but with such changes, modifications,
additions or deletions therein as shall to the Mayor and the City
Clerk seem necessary, desirable or appropriate, their execution
thereof to constitute conclusive evidence of their approval of any
and all changes, modifications, additions or deletions therein from
the form and content of the Loan Agreement now before this meeting.
Section 4 . That the form and content of the Mortgage,
constituting a conveyance and grant by the Company to the City and
the Trustee (as the assignee of the City) of a mortgage lien and
security interest in and to the property subject to Permitted
Encumbrances as defined in the Loan Agreement, and the assignment
to the Trustee of the City' s rights and interests in and to the
Mortgage, pursuant to the Indenture, be and the same hereby are in
all respects authorized, approved and confirmed, and the Mayor is
hereby authorized and directed to execute, acknowledge and deliver
the Mortgage for and on behalf of the City, as a mortgagee and
secured party thereunder, including necessary counterparts, and the
Clerk is hereby authorized and directed to attest the same and
affix the seal of the City thereto, the Mortgage, which constitutes
and is hereby made a part of this authorizing Resolution, to be in
substantially the form, text and containing the provisions set
forth in the form of Mortgage now before this meeting, but with
such changes, additions, modifications and deletions therein as
shall to them seem necessary, desirable or appropriate, their
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execution thereof to constitute conclusive evidence of their
approval of any and all changes, modifications, additions or
deletions from the form and content of the Mortgage now before this
meeting.
Section 5 . That Clinton National Bank is hereby
appointed Trustee under the Indenture, and the assignment of the
City' s rights and interests in and to the Loan Agreement (and Note)
and Mortgage (with certain exceptions as stated in the Indenture) ,
be and the same hereby are in all respects authorized, approved and
confirmed.
Section 6 . That the sale of the Bonds to the Purchaser
in the amounts set forth above, upon the terms of par and accrued
interest, be and the same is hereby directed and approved.
Section 7 . The City hereby designates the Bonds as its
"qualified tax exempt obligations" under Section
265 (b) (3) (B) (i) (III) of the Internal Revenue Code of 1986 and
covenants and warrants that the City does not reasonably expect to
issue bonds or other obligations aggregating in the principal
amount of more than $10, 000, 000 during the calendar year in which
the Bonds are to be issued" .
. Section 8 . That from and after the execution and
delivery of the documents identified above, the Mayor and the Clerk
are hereby authorized and directed to execute any and all
certificates, documents and other papers and do any and all things
and to perform all other acts (including without limitation the
filing of Internal Revenue Service Form 8038 and the filing of any
financing statements necessary to create or maintain a security
interest on the properties pledged or assigned under the Indenture,
the Loan Agreement and the Mortgage) deemed necessary in order to
effect the accomplishment of the Project, the issuance and sale of
the Bonds and the execution and delivery of the Loan Agreement, the
Indenture, the Bond Purchase Agreement and the Mortgage and to
carry out the intent and purpose of this Resolution.
Section 9:P.'nything_ins phis Resol"ution or the -=Bonds to:
`the contrary = notwithstanding; }neither this= Resolution, thef
4 Indenture, tho tB`orids "°or `the ` Loan "Agreement shall represent or
j-�const Lute-,an n3ebtedness-- of the. City',.-_within the meaning`_of any.
( State constitutional provision or statutory limitation, andshalh
riot constitute nor .give rise to- a pecuniary. ,liability of "the City
or a charge against its general-- credit or taxing,, powers, rand- eacrir
Bond shall`�coritain on 'its ate a 'statement to that effectsf
- -
Section 10 . That the provisions of this Resolution are
hereby declared to be separable and if any section, phrase or
provision shall for any reason be declared to be invalid, such
declaration shall not affect the validity of the remainder of the
sections, phrases and provisions .
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Section 11. That all resolutions and orders or parts
thereof in conflict herewith are hereby repealed to the extent of
such conflict .
Section 12 . That this Resolution shall become effective
immediately upon its passage and approval .
PASSED AND APPROVED this loth day of December, 1996 .
CITY OF CLINTON, IOWA
By:
O
ATTEST:
City Clerk
(SEAL)
STATE OF IOWA )
ss .
COUNTY OF CLINTON )
The undersigned, being first duly sworn, does hereby
depose and certify that I am the duly appointed, qualified and
acting City Clerk of the City of Clinton, in the County of Clinton,
State of Iowa; that as such I have in my possession, or have access
to, the complete corporate records of said City and of its Council
and officers; that I have carefully compared the transcript hereto
attached with the aforesaid corporate records; and that said
transcript hereto attached is a true, correct and complete copy of
all of the corporate records showing the action taken by the City
Council of said City at a meeting open to the public on December
10, 1996, which was called in accordance with Chapter 28A of the
Iowa Code, and notice to the general public and news media was made
at least twenty-four (24) hours prior to the time of the meeting.
WITNESS, my hand and the Corporate Seal of the City
hereto affixed at Clinton, Iowa, this loth day of December, 1996 .
City Clerk
(SEAL)
5
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.1
STATE OF IOWA )
ss.
COUNTY OF CLINTON )
On this loth day of December, 1996, before me a Notary
Public, in and for said county, personally appeared Deborah K.
Neels, to me personally known, who being by me duly sworn did say
that she is the City Clerk- of said City of Clinton, Iowa, that the
seal affixed to said instrument is the seal of said City and that
said instrument was signed and sealed on behalf of said City by
authority "of its Council Members and said City Clerk acknowledged-
the execution of said instrument to be the voluntary act and -deed
of said City by it voluntarily executed.
Notary Public
198728
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