HomeMy WebLinkAboutResolution No. 2024-46 $32,730,000 General Obligation Bonds Series 2024A Sale AwardCERTIFICATION OF MINUTES RELATING TO
$30,735,000 GENERAL OBLIGATION BONDS, SERIES 2024A
Issuer: City of Edina, Minnesota
Governing Body: City Council
Kind, date, time and place of meeting: A regular meeting held on July 16, 2024
at 7:00 o'clock P.M., at the City Hall, Edina, Minnesota.
Members present:
Members absent:
Documents Attached:
Minutes of said meeting (including):
RESOLUTION NO. 2024-46
RESOLUTION AUTHORIZING ISSUANCE, AWARDING
SALE, PRESCRIBING THE FORM AND DETAILS AND
PROVIDING FOR THE PAYMENT OF $30,735,000 GENERAL
OBLIGATION BONDS, SERIES 2024A
I, the undersigned, being the duly qualified and acting recording officer of the public
corporation issuing the bonds referred to in the title of this certificate, certify that the documents
attached hereto, as described above, have been carefully compared with the original records of
said corporation in my legal custody, from which they have been transcribed; that said
documents are a correct and complete transcript of the minutes of a meeting of the governing
body of said corporation, and correct and complete copies of all resolutions and other actions
taken and of all documents approved by the governing body at said meeting, so far as they relate
to said bonds; and that said meeting was duly held by the governing body at the time and place
and was attended throughout by the members indicated above, pursuant to call and notice of such
meeting given as required by law.
WITNESS my hand officially as such recording (May of July, 2024.
Sharon Allison, City Clerk
4891-7476-652514
It was reported that eleven (11) proposals had been received prior to 9:30 A.M., Central
Time today for the purchase of the $30,735,000 General Obligation Bonds, Series 2024A of the
City pursuant to the Preliminary Official Statement distributed to potential purchasers of the
Bonds by Ehlers & Associates, Inc., municipal advisor to the City. The proposals have been read
and tabulated, and the terms of each have been deteiinined to be as follows:
[See Attached]
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IIII PUBLIC FINANCE ADVISORS
BID TABULATION
$32,730,000* General Obligation Bonds, Series 2024A
City of Edina, Minnesota
SALE: July 16, 2024
AWARD: UBS FINANCIAL SERVICES INC.
Rating: Moody's Investor's Service "Aaa"
S&P Global Ratings "AAA"
Tax Exempt - Non-Bank Qualified
TRUE
MATURITY COUPON REOFFERING INTEREST
NAME OF BIDDER (February I) RATE YIELD PRICE RATE
UBS FINANCIAL SERVICES INC. $35,028,497.56 3.6895%
New York, New York 2026 5.000% 2.940%
2027 5.000% 2.880%
2028 5.000% 2.850%
2029 5.000% 2.840%
2030 5.000% 2.830%
2031 5.000% 2.850%
2032 5.000% 2.850%
2033 5.000% 2.860%
2034 5.000% 2.880%
2035 5.000% 2.880%
2036 5.000% 2.930%
2037 5.000% 3.000%
2038 5.000% 3.060%
2039 5.000% 3.140%
2040 4.000% 3.500%
2041 4.000% 3.650%
2042 4.000% 3.750%
2043 4.000% 3.800%
2044 4.000% 3.900%
2045 4.000% 3.950%
2046 4.000% 4.000%
2047 4.000% 4.020%
2048 4.000% 4.030%
2049 4.000% 4.040%
2050 4.000% 4.050%
2051 4.000% 4.060%
2052 4.000% 4.070%
2053 4.000% 4.080%
2054 4.000% 4.090%
Subsequent to bid opening the issue size was decreased to $30,735,000.
Adjusted Price: $32,883,718.44 Adjusted Net Interest Cost: $17,747,206.56 Adjusted TIC: 3.6956%
BUILDING COMMUNITIES. IT'S WHAT WE DO. info@ehlers.inc.com I (BOO) 552-1171 www.ehlers-ipc CCM
4891-7476-6525\4
NAME OF BIDDER
JEFFERIES
New York, New York
PIPER SANDLER & CO.
Minneapolis. Minnesota
TRUE
INTEREST
RATE
3.7041%
3.7081%
J.P. MORGAN SECURITIES LLC 3.7145%
New York, New York
RBC CAPITAL MARKETS, LLC 3.7307%
New York, New York
ME SIROV6r FINANCIAL, INC. 3.7317%
Chicago, Illinois
BAIRD 3.7386%
Mihvaukee, Wisconsin
FIFTH THIRD SECURITIES, INC. 3.7395%
Cincinnati, Ohio
MORGAN STANLEY Ss CO., INC. 3.7564%
Purchase, New York
KEYBANC CAPITAL MARKETS
INCORPORATED
Cleveland, Ohio
BNY MELLON CAPITAL
NLANAGEMENT
Pittsburgh, Pennsylvania
3.7868%
3.84381'a
Bid Tabulation July 16, 2024
City of Edina, Minnesota
$32,730,000* General Obligation Bonds. Series 2024A Page 2
4891-7476-6525\4
Councilmember
qJ(C. e-N then introduced the following
resolution and moved its adoption:
RESOLUTION NO. 2024-46
RESOLUTION AUTHORIZING ISSUANCE, AWARDING
SALE, PRESCRIBING THE FORM AND DETAILS AND
PROVIDING FOR THE PAYMENT OF $30,735,000 GENERAL
OBLIGATION BONDS, SERIES 2024A
BE IT RESOLVED by the City Council (the "Council") of the City of Edina, Minnesota
(the "City"), as follows:
Section 1. Authorization and Sale.
1.01. Authorization of Bonds. Pursuant to Resolution No. 2024-37, adopted on June 4,
2024, this Council determined it to be in the best interest of the City to issue and sell its General
Obligation Bonds, Series 2024A (the "Bonds"), in an estimated principal amount of
$32,730,000, pursuant to Minnesota Statutes, Chapters 429 and 475 and Sections 444.075,
469.178, and 475.521, upon the terms and conditions hereinafter set forth.
Pursuant to Resolution No. 2005-70, adopted on August 16, 2005, the City created a
revolving fund as contemplated by Minnesota Statutes, Section 429.091, Subdivision 7a,
designated as the Permanent Improvement Revolving Fund, and established certain accounts
within such Permanent Improvement Revolving Fund. The portion of the Bonds ($2,800,000)
that is being issued pursuant to Minnesota Statutes, Chapter 429 (the "Improvement Bonds") will
be used to finance various street improvement projects (the "Improvements") within the City.
The portion of the Bonds ($1,880,000) that is being issued pursuant to Minnesota
Statutes, Section 444.075 to finance certain sanitary sewer improvements (the "Sewer
Improvements") to the City's municipal sanitary sewer utility system (the "Sewer Utility") is
herein referred to as the "Sewer Bonds."
The portion of the Bonds ($4,020,000) that is being issued pursuant to Minnesota
Statutes, Section 444.075 to finance certain storm sewer improvements (the "Storm Sewer
Improvements") to the City's municipal storm sewer utility system (the "Storm Sewer Utility,
and together with the Sewer Utility, the "Utilities") is herein referred to as the "Storm Sewer
Bonds."
On March 6, 2024, this Council held a public hearing on the adoption of an amended
Capital Improvement Plan (the "Plan") and the question of issuing General Obligation Capital
Improvement Plan Bonds pursuant to Minnesota Statutes, Section 475.521 in an amount not to
exceed $8,300,000, in addition to $39,000,000 previously approved by resolution adopted June
21, 2022, of which $17,000,000 was issued, for the purpose of financing construction of projects
described in the Plan (the "Project"), after notice duly published in the official newspaper of the
4891-7476-6525\4
City as required by said section. No petition requesting a vote on the question of adopting the
Plan or issuing the Bonds was filed within 30 days of March 6, 2024.
The portion of the Bonds ($16,660,000.00) that is being issued pursuant to Minnesota
Statutes, Section 475.521 to finance capital improvements as described in the Plan (the "Capital
Improvements") is herein referred to as the "CIP Bonds." The maximum amount of principal
and interest due on the CIP Bonds in any year, combined with the maximum debt service on all
other obligations issued by the City under Minnesota Statutes, Section 475.521 ($2,808,733),
does not exceed 0.16% ($26,635,264.80) of the estimated market value of all taxable property in
the City ($16,647,040,500).
The portion of the Bonds ($5,375,000) that is being issued pursuant to Minnesota
Statutes, Section 469.178 to finance public improvements (the "TIF Improvements") supporting
the Eden Willson Redevelopment Tax Increment Financing District (the "District") is herein
referred to as the "TIF Bonds." Not less than 20 percent of the cost of the TIF Improvements is
estimated to be received from tax increments.
Maturity schedules for each portion of the Bonds are attached hereto as Exhibit A.
1.02. Sale of Bonds. The City has retained Ehlers & Associates, Inc. ("Ehlers"), as
independent municipal advisors in connection with the sale of the Bonds. Pursuant to Minnesota
Statutes, Section 475.60, subdivision 2, paragraph (9), the requirements as to public sale do not
apply to the issuance of the Bonds. Pursuant to the Terms of Proposal and the Preliminary
Official Statement prepared on behalf of the City by Ehlers, sealed or electronic proposals for the
purchase of the Bonds were received at or before the time specified for receipt of proposals. The
proposals have been opened and publicly read and considered and the purchase price, interest
rates and net interest cost under the terms of each proposal have been determined. The most
favorable proposal received is that of UBS Financial Services Inc., in New York, New York (the
"Purchaser"), to purchase the Bonds in the principal amount of $30,735,000 at a purchase price
of $32,883,718.44, on the further terms and conditions hereinafter set forth.
1.03. Award.
The proposal is hereby accepted, and the Mayor and the City Manager are hereby
authorized and directed to execute a contract on the part of the City for the sale of the Bonds
with the Purchaser in accordance with the Terms of Proposal. The good faith deposit of the
Purchaser shall be retained and deposited by the City until the Bonds have been delivered and
shall be deducted from the purchase price paid at settlement.
1.04. Performance of Requirements. All acts, conditions and things which are required
by the Constitution and laws of the State of Minnesota, including Minnesota Statutes, Chapters
429 and 475 and Sections 444.075, 469.178, and 475.521, as amended, to exist, to happen and to
be performed precedent to and in the valid issuance of the Bonds having been done, now
existing, having happened and having been performed, it is now necessary for the Council to
establish the form and terms of the Bonds, to provide security therefor and to issue the Bonds
forthwith.
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Section 2. Bond Terms; Registration; Execution and Delivery.
2.01. Maturities; Interest Rates; Denominations; Payment. The Bonds shall be
designated General Obligation Bonds, Series 2024A, shall be originally dated as of August 1,
2024, shall be in the denomination of $5,000 each, or any integral multiple thereof, shall mature
on February 1 in the respective years and amounts stated below, and shall bear interest,
computed on the basis of a 360-day year consisting of twelve 30-day months, from their date of
original issue until paid or duly called for redemption at the respective annual rates set forth
opposite such years and amounts, as follows:
Year Amount Rate Year Amount Rate
2026 $340,000 5.00% 2041 $1,530,000 4.00%
2027 935,000 5.00 2042 1,325,000 4.00
2028 980,000 5.00 2043 1,375,000 4.00
2029 1,030,000 5.00 2044 910,000 4.00
2030 1,085,000 5.00 2045 690,000 4.00
2031 1,135,000 5.00 2046 715,000 4.00
2032 1,195,000 5.00 2047 745,000 4.00
2033 1,250,000 5.00 2048 775,000 4.00
2034 1,320,000 5.00 2049 805,000 4.00
2035 1,380,000 5.00 2050 840,000 4.00
2036 1,205,000 5.00 2051 870,000 4.00
2037 1,270,000 5.00 2052 905,000 4.00
2038 1,330,000 5.00 2053 945,000 4.00
2039 1,400,000 5.00 2054 980,000 4.00
2040 1,470,000 4.00
The Bonds shall be issuable only in fully registered form. The interest thereon and, upon
surrender of each Bond, the principal amount thereof, shall be payable by check or draft issued
by the Registrar for the Bonds appointed herein.
2.02. Interest Payment Dates. Each Bond shall be dated by the Registrar as of the date of
its authentication. The interest on the Bonds shall be payable on February 1 and August 1 in
each year, commencing August 1, 2025, to the owner of record thereof as of the close of business
on the fifteenth day of the immediately preceding month, whether or not such day is a business
day.
2.03. Registration. The City shall appoint, and shall maintain, a bond registrar, transfer
agent and paying agent (the "Registrar"). The effect of registration and the rights and duties of
the City and the Registrar with respect thereto shall be as follows:
(a) Register. The Registrar shall keep at its principal corporate trust office a bond
register in which the Registrar shall provide for the registration of ownership of Bonds
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and the registration of transfers and exchanges of Bonds entitled to be registered,
transferred or exchanged.
(b) Transfer of Bonds. Upon surrender for transfer of any Bond duly endorsed by
the registered owner thereof or accompanied by a written instrument of transfer, in form
satisfactory to the Registrar, duly executed by the registered owner thereof or by an
attorney duly authorized by the registered owner in writing, the Registrar shall
authenticate and deliver, in the name of the designated transferee or transferees, one or
more new Bonds of a like aggregate principal amount and maturity, as requested by the
transferor. The Registrar may, however, close the books for registration of any transfer
after the fifteenth day of the month preceding each interest payment date and until such
interest payment date.
(c) Exchange of Bonds. Whenever any Bonds are surrendered by the registered
owner for exchange the Registrar shall authenticate and deliver one or more new Bonds
of a like aggregate principal amount and maturity, as requested by the registered owner or
the owner's attorney in writing.
(d) Cancellation. All Bonds surrendered upon any transfer or exchange shall be
promptly canceled by the Registrar and thereafter disposed of as directed by the City.
(e) Improper or Unauthorized Transfer. When any Bond is presented to the
Registrar for transfer, the Registrar may refuse to transfer the same until it is satisfied that
the endorsement on such Bond or separate instrument of transfer is valid and genuine and
that the requested transfer is legally authorized. The Registrar shall incur no liability for
the refusal, in good faith, to make transfers which it, in its judgment, deems improper or
unauthorized.
(f) Persons Deemed Owners. The City and the Registrar may treat the person in
whose name any Bond is at any time registered in the bond register as the absolute owner
of such Bond, whether such Bond shall be overdue or not, for the purpose of receiving
payment of, or on account of, the principal of and interest on such Bond and for all other
purposes, and all such payments so made to any such registered owner or upon the
owner's order shall be valid and effectual to satisfy and discharge the liability upon such
Bond to the extent of the sum or sums so paid.
(g) Taxes, Fees and Charges. For every transfer or exchange of Bonds (except
for an exchange upon a partial redemption of a Bond), the Registrar may impose a charge
upon the owner thereof sufficient to reimburse the Registrar for any tax, fee or other
governmental charge required to be paid with respect to such transfer or exchange.
(h) Mutilated, Lost, Stolen or Destroyed Bonds. In case any Bond shall become
mutilated or be destroyed, stolen or lost, the Registrar shall deliver a new Bond of like
amount, number, maturity date and tenor in exchange and substitution for and upon
cancellation of any such mutilated Bond or in lieu of and in substitution for any such
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Bond destroyed, stolen or lost, upon the payment of the reasonable expenses and charges
of the Registrar in connection therewith; and, in the case of a Bond destroyed, stolen or
lost, upon filing with the Registrar of evidence satisfactory to it that such Bond was
destroyed, stolen or lost, and of the ownership thereof, and upon furnishing to the
Registrar of an appropriate bond or indemnity in form, substance and amount satisfactory
to it, in which both the City and the Registrar shall be named as obligees. All Bonds so
surrendered to the Registrar shall be canceled by it and evidence of such cancellation
shall be given to the City. If the mutilated, destroyed, stolen or lost Bond has already
matured or been called for redemption in accordance with its terms it shall not be
necessary to issue a new Bond prior to payment.
(i) Authenticating Agent. The Registrar is hereby designated authenticating
agent for the Bonds, within the meaning of Minnesota Statutes, Section 475.55,
Subdivision 1, as amended.
(j) Valid Obligations. All Bonds issued upon any transfer or exchange of Bonds
shall be the valid obligations of the City, evidencing the same debt, and entitled to the
same benefits under this Resolution as the Bonds surrendered upon such transfer or
exchange.
2.04. Appointment of Registrar and Paying Agent. The City hereby appoints U.S. Bank
Trust Company, National Association in St. Paul, Minnesota, as the initial Registrar. The Mayor
and City Manager are authorized to execute and deliver, on behalf of the City, a contract with
U.S. Bank Trust Company, National Association, as Registrar. Upon merger or consolidation of
the Registrar with another corporation, if the resulting corporation is a bank or trust company
authorized by law to conduct such business, such corporation shall be authorized to act as
successor Registrar. The City agrees to pay the reasonable and customary charges of the
Registrar for the services performed. The City reserves the right to remove any Registrar upon
thirty (30) days' notice and upon the appointment of a successor Registrar, in which event the
predecessor Registrar shall deliver all cash and Bonds in its possession to the successor
Registrar.
2.05. Redemption. Bonds maturing in 2035 and later years are each subject to
redemption and prepayment at the option of the City, in whole or in part, and if in part in such
order of maturity dates as the City may select and by lot as selected by the Registrar (or, if
applicable, by the bond depository in accordance with its customary procedures) in multiples of
$5,000 as to Bonds maturing on the same date, on February 1, 2034, and on any date thereafter,
at a price equal to the principal amount thereof plus accrued interest to the date of redemption.
Prior to the date specified for the redemption of any Bond prior to its stated maturity date, the
City will cause notice of the call for redemption to be published if and as required by law, and, at
least thirty days prior to the designated redemption date, will cause notice of the call to be mailed
by first class mail (or, if applicable, provided in accordance with the operational arrangements of
the bond depository), to the registered owner of any Bond to be redeemed at the owner's address
as it appears on the Bond Register maintained by the Registrar, but no defect in or failure to give
such mailed notice of redemption shall affect the validity of proceedings for the redemption of
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any Bond not affected by such defect or failure. Official notice of redemption having been given
as aforesaid, the Bonds or portions of Bonds 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 City shall default in the payment of the redemption price) such Bonds or portions of
such Bonds shall cease to bear interest. Upon partial redemption of any Bond, a new Bond or
Bonds will be delivered to the registered owner without charge, representing the remaining
principal amount outstanding.
2.06. Execution, Authentication and Delivery. The Bonds shall be prepared under the
direction of the City Finance Director and shall be executed on behalf of the City by the
signatures of the Mayor and the City Manager, provided that all signatures may be printed,
engraved or lithographed facsimiles of the originals. In case any officer whose signature or a
facsimile of whose signature shall appear on the Bonds shall cease to be such officer before the
delivery of any Bond, such signature or facsimile shall nevertheless be valid and sufficient for all
purposes, the same as if he or she had remained in office until delivery. Notwithstanding such
execution, no Bond shall be valid or obligatory for any purpose or entitled to any security or
benefit under this Resolution unless and until a certificate of authentication on such Bond has
been duly executed by the manual signature of an authorized representative of the Registrar.
Certificates of authentication on different Bonds need not be signed by the same representative.
The executed certificate of authentication on each Bond shall be conclusive evidence that it has
been authenticated and delivered under this Resolution. When the Bonds have been so prepared,
executed and authenticated, the City Finance Director shall deliver them to the Purchaser upon
payment of the purchase price in accordance with the contract of sale heretofore made and
executed, and the Purchaser shall not be obligated to see to the application of the purchase price.
2.07. Form of Bonds. The Bonds shall be typed or printed in substantially the form
attached hereto as Exhibit B.
2.08. Use of Securities Depository; Book-Entry Only System. The provisions of this
Section shall take precedence over the provisions of Sections 2.01 through 2.07 to the extent they
are inconsistent therewith.
(a) The Depository Trust Company ("DTC") has agreed to act as securities depository
for the Bonds, and to provide a Book-Entry Only System for registering the ownership interest of
the financial institutions for which it holds the Bonds (the "DTC Participants"), and for
distributing to such DTC Participants such amount of the principal and interest payments on the
Bonds as they are entitled to receive, for redistribution to the beneficial owners of the Bonds as
reflected in their records (the "Beneficial Owners").
(b) Initially, and so long as DTC or another qualified entity continues to act as securities
depository, the Bonds shall be issued in typewritten form, one for each maturity in a principal
amount equal to the aggregate principal amount of each maturity, shall be registered in the name
of the securities depository or its nominee, shall be subject to the provisions of this Section 2.08,
and no Beneficial Owner shall have the right to receive a certificate of ownership or printed
Bond. While DTC is acting as the securities depository, the Bonds shall be registered in the
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name of the DTC's nominee, CEDE & CO; provided that upon delivery by DTC to the City and
the Registrar of written notice to the effect that DTC has determined to substitute a new nominee
in place of CEDE & CO., the words "CEDE & CO." in this Resolution shall refer to such new
nominee of DTC.
With respect to Bonds registered in the name of a securities depository or its nominee, the
City and the Registrar shall have no responsibility or obligation to any DTC Participant or
Beneficial Owner with respect to the following: (i) the accuracy of the records of any securities
depository or its nominee with respect to any ownership interest in the Bonds, (ii) the delivery to
any DTC Participant or other person or any other person, other than DTC, of any notice with
respect to the Bonds, including any notice of redemption, or (iii) the payment to any DTC
Participant or any other person, other than DTC, of any amount with respect to the principal of or
premium, if any, or interest on the Bonds. The Registrar shall pay all principal of and premium,
if any, and interest on the Bonds only to or upon the order of DTC, and all such payments shall
be valid and effective to fully satisfy and discharge the City's obligations with respect to the
principal and interest on the Bonds to the extent of the sum or sums so paid. So long as the
Book-Entry Only System is in effect, no person other than DTC shall receive an authenticated
Bond.
(c) Upon receipt by the City and the Registrar of written notice from the securities
depository to the effect that it is unable or unwilling to discharge its responsibilities under the
Book-Entry Only System, the Registrar shall issue, transfer and exchange Bonds of the initial
series as requested by the securities depository in appropriate amounts, and whenever the
securities depository requests the City and the Registrar to do so, the City and the Registrar shall
cooperate with the securities depository in taking appropriate action after reasonable notice (i) to
arrange for a substitute depository willing and able, upon reasonable and customary terms, to
maintain custody of the Bonds, or (ii) to make available Bonds registered in whatever name or
names the Beneficial Owner registering ownership transferring or exchanging such Bonds shall
designate, in accordance with clause (f) or clause (g) below, whichever is applicable.
(d) In the event the City determines that it is in the best interests of the Beneficial Owner
that they be able to obtain printed Bonds, the City may so notify the securities depository and the
Registrar, whereupon the securities depository shall notify the Beneficial Owners of the
availability through the securities depository of such printed Bonds. In such event, the City shall
cause to be prepared and the Registrar shall issue, transfer and exchange the printed Bonds fully
executed and authenticated, as requested by the securities depository in appropriate amounts and,
whenever the securities depository requests, the City and the Registrar shall cooperate with the
securities depository in taking appropriate action after reasonable notice to make available
printed Bonds registered on the Bond Register in whatever name or names the Beneficial Owners
entitled to receive Bonds shall designate, in accordance with clause (f) or clause (g) below,
whichever is applicable.
(e) Notwithstanding any other provisions of this Resolution to the contrary, so long as
any Bond is registered in the name of a securities depository or its nominee, all payments of
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principal and interest on the Bond and all notices with respect to the Bond shall be made and
given, respectively, to the securities depository.
(f) In the event that the Book-Entry Only System established pursuant to this Section is
discontinued, except as provided in clause (g), the Bonds shall be issued through the securities
depository to the Beneficial Owners.
(g) In the event of termination of the Book-Entry Only System, the City shall have the
right to terminate, and shall take all steps necessary to terminate, all arrangements with the
securities depository described herein, and thereafter shall issue, register ownership of, transfer
and exchange all Bonds as provided in Section 2.03. Upon receipt by the securities depository of
notice from the City, the securities depository shall take all actions necessary to assist the City
and the Registrar in terminating all arrangements for the issuance of documents evidencing
ownership interests in the Bonds through the securities depository. Nothing herein shall affect
the securities depository's rights under clause (e) above.
Section 3. Use of Proceeds.
3.01. General Obligation Bonds, Permanent Improvement Revolving Fund Series 2024A
Improvement Construction Fund. The City hereby establishes within the Construction Fund of
the Permanent Improvement Revolving Fund a special subaccount designated as the Permanent
Improvement Revolving Fund Series 2024A Improvement Construction Fund (the "Series
2024A Improvement Construction Fund") as a separate bookkeeping account on its books and
records. There shall be deposited into the Series 2024A Improvement Construction Fund, when
and as received, proceeds of the Improvement Bonds in the amount of $2,926,892.86,
representing the estimated costs of the Improvements ($2,904,751.00) and costs of issuance of
the Improvement Bonds ($22,141.86). Additionally, the City will deposit cash in the amount of
$1,697,200.00 to the Series 2024A Improvement Construction Fund. There shall be established
a separate account within the Series 2024A Improvement Construction Fund to record
expenditures for each Improvement. The Series 2024A Improvement Construction Fund shall be
used solely to defray expenses of the Improvements and costs of issuance of the Improvement
Bonds, including but not limited to the transfer to the Improvement Bond Fund created in
Section 4.01 hereof, of amounts sufficient for the payment of interest due upon the Improvement
Bonds prior to the completion of the Improvements and the payment of the expenses incurred by
the City in connection with the issuance of the Improvement Bonds. At such time as the
Improvements are completed, the City shall transfer any remaining balance in the Series 2024A
Improvement Construction Fund as provided in Resolution No. 2005-70.
3.02. General Obligation Bonds, Series 2024A Sewer Construction Fund. There is
hereby established in the official books and records of the City, a separate General Obligation
Bonds, Series 2024A Sewer Construction Fund (the "Series 2024A Sewer Construction Fund").
The City hereby appropriates to the Series 2024A Sewer Construction Fund proceeds of the
Sewer Bonds in the amount of $2,102,911.20, representing the estimated costs of the Sewer
Improvements ($2,093,722.00) and costs of issuance of the Sewer Bonds ($9,189.20). The
Series 2024A Sewer Construction Fund shall be used solely to defray expenses of the Sewer
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Improvements and costs of issuance of the Sewer Bonds, including but not limited to the transfer
to the Sewer Bond Fund created in Section 4.02 hereof, of amounts sufficient for the payment of
interest due upon the Sewer Bonds prior to the completion of the Sewer Improvements and the
payment of the expenses incurred by the City in connection with the issuance of the Sewer
Bonds. Upon completion and payment of all costs of the Sewer Improvements, any balance of
the proceeds of Sewer Bonds remaining in the Series 2024A Sewer Construction Fund may be
used to pay the cost, in whole or in part, of any other improvements to the Sewer Utility, as
directed by the Council, but any balance of such proceeds not so used shall be credited and paid
to the Sewer Bond Fund.
3.03. General Obligation Bonds, Series 2024A Storm Sewer Construction Fund. There
is hereby established in the official books and records of the City, a separate General Obligation
Bonds, Series 2024A Storm Sewer Construction Fund (the "Series 2024A Storm Sewer
Construction Fund"). The City hereby appropriates to the Series 2024A Storm Sewer
Construction Fund proceeds of the Storm Sewer Bonds in the amount of $4,496,677.22,
representing the estimated costs of the Storm Sewer Improvements ($4,469,485.00) and costs of
issuance of the Storm Sewer Bonds ($27,192.22) The Series 2024A Storm Sewer Construction
Fund shall be used solely to defray expenses of the Storm Sewer Improvements and costs of
issuance of the Storm Sewer Bonds, including but not limited to the transfer to the Storm Sewer
Bond Fund created in Section 4.03 hereof, of amounts sufficient for the payment of interest due
upon the Storni Sewer Bonds prior to the completion of the Storm Sewer Improvements and the
payment of the expenses incurred by the City in connection with the issuance of the Storm Sewer
Bonds. Upon completion and payment of all costs of the Storm Sewer Improvements, any
balance of the proceeds of Storm Sewer Bonds remaining in the Series 2024A Storm Sewer
Construction Fund may be used to pay the cost, in whole or in part, of any other improvements to
the Storm Sewer Utility, as directed by the Council, but any balance of such proceeds not so used
shall be credited and paid to the Storm Sewer Bond Fund.
3.04. General Obligation Bonds, Series 2024A Capital Improvement Construction Fund.
There is hereby established in the official books and records of the City, a separate General
Obligation Bonds, Series 2024A Capital Improvement Construction Fund (the "Series 2024A
Capital Improvement Construction Fund"). The City hereby appropriates to the Series 2024A
Capital Improvement Construction Fund proceeds of the CIP Bonds in the amount of
$17,351,284.80, representing the estimated costs of the Capital Improvements ($17,239,501.00)
and costs of issuance of the CIP Bonds ($111,783.80) The Series 2024A Capital Improvement
Construction Fund shall be used solely to defray expenses of the Capital Improvements and costs
of issuance of the CIP Bonds, including but not limited to the transfer to the CIP Bond Fund
created in Section 4.04 hereof, of amounts sufficient for the payment of interest due upon the
CIP Bonds prior to the completion of the Capital Improvements and the payment of the expenses
incuiT•ed by the City in connection with the issuance of the CIP Bonds. Upon completion and
payment of all costs of the Capital Improvements, any balance of the proceeds of CIP Bonds
remaining in the Series 2024A Capital Improvement Construction Fund shall be credited and
paid to the CIP Bond Fund; unless and except as such proceeds may be transferred to some other
fund or account as to which the City has received from bond counsel an opinion that such other
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transfer is permitted by applicable laws and does not impair the exemption of interest on the CIP
Bonds from federal income taxes.
3.05. General Obligation Bonds, Series 2024A TIF Improvements Construction Fund.
There is hereby established in the official books and records of the City, a separate General
Obligation Bonds, Series 2024A TIF Improvements Construction Fund (the "Series 2024A TIF
Improvements"). The City hereby appropriates to the Series 2024A TIF Improvements
Construction Fund proceeds of the TIF Bonds in the amount of $5,685,049.98, representing the
estimated costs of the TIF Improvements ($5,649,910.06) and costs of issuance of the TIF Bonds
($35,139.92). The Series 2024A TIF Improvements shall be used solely to defray expenses of
the TIF Improvements and costs of issuance of the TIF Bonds, including but not limited to the
transfer to the TIF Bond Fund created in Section 4.05 hereof, of amounts sufficient for the
payment of interest due upon the TIF Bonds prior to the completion of the TIF Improvements
and the payment of the expenses incurred by the City in connection with the issuance of the TIF
Bonds. Upon completion and payment of all costs of the TIF Improvements, any balance of the
proceeds of TIF Bonds remaining in the Series 2024A TIF Improvements Construction Fund
shall be credited and paid to the TIF Bond Fund, unless and except as such proceeds may be
transferred to some other fund or account as to which the City has received from bond counsel an
opinion that such other transfer is permitted by applicable laws and does not impair the
exemption of interest on the TIF Bonds from federal income taxes.
Section 4. Bond Funds.
4.01. Improvement Bond Fund. So long as any of the Improvement Bonds are
outstanding and any principal of or interest thereon unpaid, the City shall maintain a separate
debt service fund on its official books and records to be known as the General Obligation Bonds,
Series 2024A Improvement Bond Fund (the "Improvement Bond Fund") within the Debt Service
Account of the Permanent Improvement Revolving Fund (the "Debt Service Account"), and the
principal of and interest on the Improvement Bonds shall be payable from the Improvement
Bond Fund. The City irrevocably appropriates to the Improvement Bond Fund (a) proceeds of
the Improvement Bonds in the amount of $202,500.00, representing capitalized interest; (b) all
moneys transferred with respect to the Improvement Bonds from other accounts within the
Permanent Improvement Revolving Fund to the Debt Service Account; and (c) all other moneys
as shall be appropriated by the Council to the Improvement Bond Fund from time to time. On
the business day preceding each date on which principal of or interest on the Improvement
Bonds are to be paid by the City in accordance with this Resolution, the City Finance Director
shall, without further direction by the Council, transfer from the Debt Service Account in the
Permanent Improvement Revolving Fund to the Improvement Bond Fund an amount sufficient to
pay such principal and interest. If the aggregate balance in the Improvement Bond Fund is at any
time insufficient to pay all interest and principal then due on all Improvement Bonds payable
therefrom, the payment shall be made from any fund of the City which is available for that
purpose, subject to reimbursement from the Permanent Improvement Revolving Fund when the
balance therein is sufficient, and the Council covenants and agrees that it will each year levy a
sufficient amount of ad valorem taxes to take care of any accumulated or anticipated deficiency,
which levy is not subject to any constitutional or statutory limitation.
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4.02. Sewer Bond Fund. The Sewer Bonds shall be payable from a separate General
Obligation Bonds, Series 2024A Sewer Bond Fund (the "Sewer Bond Fund"), which the City
agrees to maintain until the Sewer Bonds have been paid in full. If the balance in the Sewer
Bond Fund is ever insufficient to pay all principal and interest then due on bonds payable
therefrom, the City Finance Director shall nevertheless provide sufficient money from any other
funds of the City which are available for that purpose, and such other funds shall be reimbursed
from subsequent receipts of net revenues of the Sewer Utility appropriated to the Sewer Bond
Fund and, if necessary, from the proceeds of the taxes levied for the Sewer Bond Fund. The City
Finance Director shall deposit in the Sewer Bond Fund all other money which may at any time
be received for or appropriated to the payment of such bonds and interest, including the net
revenues of the Sewer Utility herein pledged and appropriated to the Sewer Bond Fund.
4.03. Storm Sewer Bond Fund. The Storm Sewer Bonds shall be payable from a
separate General Obligation Bonds, Series 2024A Storm Sewer Bond Fund (the "Storm Sewer
Bond Fund"), which the City agrees to maintain until the Storm Sewer Bonds have been paid in
full. If the balance in the Storm Sewer Bond Fund is ever insufficient to pay all principal and
interest then due on bonds payable therefrom, the City Finance Director shall nevertheless
provide sufficient money from any other funds of the City which are available for that purpose,
and such other funds shall be reimbursed from subsequent receipts of net revenues of the Storm
Sewer Utility appropriated to the Storm Sewer Bond Fund and, if necessary, from the proceeds
of the taxes levied for the Storm Sewer Bond Fund. The City Finance Director shall deposit in
the Storm Sewer Bond Fund all other money which may at any time be received for or
appropriated to the payment of such bonds and interest, including the net revenues of the Storm
Sewer Utility herein pledged and appropriated to the Storer Sewer Bond Fund.
4.04. CIP Bond Fund. The CIP Bonds shall be payable from a separate General
Obligation Bonds, Series 2024A CIP Bond Fund (the "CIP Bond Fund"), which the City agrees
to maintain until the CIP Bonds have been paid in full. If the balance in the CIP Bond Fund is
ever insufficient to pay all principal and interest then due on bonds payable therefrom, the City
Finance Director shall nevertheless provide sufficient money from any other funds of the City
which are available for that purpose, and, if necessary, from the proceeds of the taxes levied for
the CIP Bond Fund. The City Finance Director shall deposit in the CIP Bond Fund (a) any ad
valorem taxes allocable to the CIP Bonds collected in accordance with the provisions of Section
5.02 hereof; and (b) all other moneys as shall be appropriated by the Council to the CIP Bond
Fund from time to time.
4.05. TIF Bond Fund. The TIF Bonds shall be payable from a separate General
Obligation Bonds, Series 2024A TIF Bond Fund (the "TIF Bond Fund"), which the City agrees
to maintain until the TIF Bonds have been paid in full. If the balance in the TIF Bond Fund is
ever insufficient to pay all principal and interest then due on bonds payable therefrom, the City
Finance Director shall nevertheless provide sufficient money from any other funds of the City
which are available for that purpose, and such other funds shall be reimbursed from subsequent
receipts of revenues appropriated to the TIF Bond Fund and, if necessary, from the proceeds of
the taxes levied for the TIF Bond Fund. The City Finance Director shall deposit in the TIF Bond
Fund (a) proceeds of the TIF Bonds in the amount of $118,402.38, representing capitalized
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interest; (b) the ad valorem tax increments derived from the District as described in Section 5.03
hereof; (c) any ad valorem taxes allocable to the TIF Bonds collected in accordance with the
provisions of Section 5.02 hereof; and (d) all other moneys as shall be appropriated by the
Council to the TIF Bond Fund from time to time.
Section 5. Levy of Special Assessments; Full Faith and Credit Pledged.
5.01. Levy of Special Assessments. The City hereby covenants and agrees that for
payment of the cost of each of the Improvements it will do and perform all acts and things
necessary for the full and valid levy of special assessments against all assessable lots, tracts and
parcels of land benefited thereby and located within the area proposed to be assessed therefor,
based upon the benefits received by each such lot, tract or parcel, in an aggregate principal
amount not less than twenty percent (20%) of the cost of the Improvements. In the event that
any such assessment shall be at any time held invalid with respect to any lot, piece or parcel of
land, due to any error, defect or irregularity in any action or proceeding taken or to be taken by
the City or this Council or any of the City's officers or employees, either in the making of such
assessment or in the performance of any condition precedent thereto, the City and this Council
hereby covenant and agree that they will forthwith do all such further acts and take all such
further proceedings as may be required by law to make such assessments a valid and binding lien
upon such property.
The Council presently estimates that the special assessments levied for payment of the
cost of the Improvements shall be in the principal amount of $3,145,000 payable in not more
than 15 installments, the first installment to be collectible with taxes during the year 2026.
5.02. Full Faith and Credit Pledged. For the prompt and full payment of the principal of
and interest on the Bonds as such payments respectively become due, the full faith, credit and
unlimited taxing powers of the City shall be and are hereby irrevocably pledged. In order to
produce aggregate amounts which, together with the collections of other amounts as set forth in
Section 4, will produce amounts not less than 5% in excess of the amounts needed to meet when
due the principal and interest payments on the Bonds, ad valorem taxes are hereby levied on all
taxable property in the City, the taxes to be levied and collected as shown in Appendix I attached
hereto.
The taxes shall be irrepealable as long as any of the Bonds are outstanding and unpaid, provided
that the City reserves the right and power to reduce the tax levies from other legally available
funds, in accordance with the provisions of Minnesota Statutes, Section 475.61.
5.03 Pledge of Tax Increments. Principal of and interest on the TIF Bonds shall be paid
primarily from ad valorem tax increments to be derived from the District. Such tax increments
shall be deposited in the TIF Bond Fund. The Mayor and City Manager are hereby authorized
and directed on behalf of the City to execute a tax increment pledge agreement with the Edina
Housing and Redevelopment Authority (the "Authority") in substantially the form found at
Exhibit C attached hereto. Nothing herein shall preclude the Authority from hereafter making
further pledges and appropriations of available tax increments from the District for the payment
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of other obligations of the Authority or to pay costs eligible to be paid from the tax increments
from the District.
Section 6. Imposition of Charges; Additional Bonds. The City hereby covenants and
agrees with the holders from time to time of the Sewer Bonds and Storm Sewer Bonds that so
long as any of the Sewer Bonds or Storm Sewer Bonds are outstanding, the City will impose and
collect reasonable charges for the service, use and availability of the Sewer Utility or Storm
Sewer Utility, as applicable, to the City and its inhabitants according to schedules calculated to
produce net revenues which, will be sufficient to pay all principal and interest when due on the
Sewer Bonds or the Storm Sewer Bonds and all other obligations payable from the net revenues
of the respective Utilities. Net revenues of the Sewer Utility and the Storm Sewer Utility, to the
extent necessary, are hereby irrevocably pledged and appropriated to the payment of the
principal of the Sewer Bonds and Storm Sewer Bonds, and interest thereon, respectively,
provided that nothing herein shall preclude the City from hereafter making further pledges and
appropriations of net revenues of the respective Utilities for the payment of additional
obligations of the City hereafter authorized if the Council determines before the authorization of
such additional obligations that the estimated net revenues of the respective Utilities will be
sufficient, together with any other sources pledged to or projected to be used, for the payment of
the principal of and interest on the Sewer Bonds or Stofin Sewer Bonds and paid therefrom and
such additional obligations. Such further pledges and appropriations of said net revenues may be
made superior or subordinate to or on a parity with the pledge and appropriation herein made, as
to the application of net revenues received from time to time.
Section 7. Defeasance. When all of the Bonds have been discharged as provided in this
section, all pledges, covenants and other rights granted by this Resolution to the holders of the
Bonds shall cease. The City may discharge its obligations with respect to any Bonds which are
due on any date by depositing with the Registrar on or before that date a sum sufficient for the
payment thereof in full; or, if any Bond should not be paid when due, it may nevertheless be
discharged by depositing with the Registrar a sum sufficient for the payment thereof in full with
interest accrued from the due date to the date of such deposit. The City may also discharge its
obligations with respect to any prepayable Bonds called for redemption on any date when they
are prepayable according to their terms, by depositing with the Registrar on or before that date an
amount equal to the principal, interest and redemption premium, if any, which are then due,
provided that notice of such redemption has been duly given as provided herein. The City may
also at any time discharge its obligations with respect to any Bonds, subject to the provisions of
law now or hereafter authorizing and regulating such action, by depositing irrevocably in escrow,
with a bank or trust company qualified by law as an escrow agent for this purpose, cash or
securities which are authorized by law to be so deposited, bearing interest payable at such time
and at such rates and maturing or callable at the holder's option on such dates as shall be
required to pay all principal, interest and redemption premiums to become due thereon to
maturity or said redemption date.
Section 8. County Auditor Registration, Certification of Proceedings, Investment of
Money, Arbitrage and Official Statement.
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8.01. County Auditor Registration. The City Clerk is hereby authorized and directed to
file a certified copy of this Resolution with the County Auditor of Hennepin County, together
with such other information as the County Auditor shall require, and to obtain from said County
Auditor a certificate that the Bonds and tax levy have been entered on such officer's bond
register as required by law.
8.02. Certification of Proceedings. The officers of the City and the County Auditor of
Hennepin County are hereby authorized and directed to prepare and furnish to the Purchaser and
to Dorsey & Whitney LLP, Bond Counsel to the City, certified copies of all proceedings and
records of the City, and such other affidavits, certificates and information as may be required to
show the facts relating to the legality and marketability of the Bonds as the same appear from the
books and records under their custody and control or as otherwise known to them, and all such
certified copies, certificates and affidavits, including any heretofore furnished, shall be deemed
representations of the City as to the facts recited therein.
8.03. Covenant. The City covenants and agrees with the registered owners of the Bonds,
that it will not take, or permit to be taken by any of its officers, employees or agents, any action
which would cause the interest payable on the Bonds to become subject to taxation under the
Internal Revenue Code of 1986, as amended (the "Code") and Regulations promulgated
thereunder (the "Regulations") as are enacted or promulgated and in effect on the date of
issuance of the Bonds, and covenants to take any and all actions within its powers to ensure that
the interest on the Bonds will not become includable in gross income of the recipient under the
Code and the Regulations. The facilities financed by the Bonds shall at all times during the term
of the Bonds be owned and maintained by the City and the City shall not enter into any lease, use
agreement, management agreement, capacity agreement or other agreement or contract with any
nongovernmental person relating to the use of the facilities financed by the Bonds, or security for
the payment of the Bonds which might cause the Bonds to be considered "private activity bonds"
or "private loan bonds" pursuant to Section 141 of the Code.
8.04. Arbitrage Certification. The Mayor and the City Manager, being the officers of the
City charged with the responsibility for issuing the Bonds pursuant to this Resolution, are
authorized and directed to execute and deliver to the Purchaser a certification in accordance with
the provisions of Section 148 of the Code, and the Regulations, stating the facts, estimates and
circumstances in existence on the date of issue and delivery of the Bonds which make it
reasonable to expect that the proceeds of the Bonds will not be used in a manner that would
cause the Bonds to be arbitrage bonds within the meaning of the Code and Regulations.
8.05. Arbitrage Rebate. The City shall take such actions as are required to comply with
the arbitrage rebate requirements of paragraphs (2) and (3) of Section 148(f) of the Code.
8.06. Official Statement. The Preliminary Official Statement relating to the Bonds,
prepared and distributed on behalf of the City by Ehlers and Associates, Inc., is hereby approved.
Ehlers is hereby authorized on behalf of the City to prepare and distribute to the Purchaser a
Final Official Statement listing the offering price, the interest rates, other information relating to
the Bonds required to be included in the Official Statement by Rule 15c2-12 adopted by the
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Securities and Exchange Commission under the Securities Exchange Act of 1934. Within seven
business days from the date hereof, the City shall deliver to the Purchaser a reasonable number
of copies of the Final Official Statement. The officers of the City are hereby authorized and
directed to execute such certificates as may be appropriate concerning the accuracy,
completeness and sufficiency of the Final Official Statement.
8.07. Reimbursement. The City certifies that the proceeds of the Bonds will not be used
by the City to reimburse itself for any expenditure with respect to the financed facilities which
the City paid or will have paid more than 60 days prior to the issuance of the Bonds unless, with
respect to such prior expenditures, the City shall have made a declaration of official intent which
complies with the provisions of Section 1.150-2 of the Regulations, provided that a declaration
of official intent shall not be required (i) with respect to certain de minimis expenditures, if any,
with respect to the financed facilities meeting the requirements of Section 1.150-2(f)(1) of the
Regulations, or (ii) with respect to "preliminary expenditures" for the financed facilities as
defined in Section 1.150-2(f)(2) of the Regulations, including engineering or architectural
expenses and similar preparatory expenses, which in the aggregate do not exceed 20% of the
"issue price" of the Bonds.
8.08. Not Qualified Tax-Exempt Obligations. The Bonds are not designated "qualified
tax-exempt obligations" for purposes of Section 265(b)(3) of the Code.
Section 9. Continuing Disclosure. (a) Purpose and Beneficiaries. To provide for the public
availability of certain infotiiiation relating to the Bonds and the security therefor and to permit
the Purchaser and other participating underwriters in the primary offering of the Bonds to
comply with amendments to Rule 15c2-12 promulgated by the SEC under the Securities
Exchange Act of 1934 (17 C.F.R. § 240.15c2-12), relating to continuing disclosure (as in effect
and interpreted from time to time, the Rule), which will enhance the marketability of the Bonds,
the City hereby makes the following covenants and agreements for the benefit of the Owners (as
hereinafter defined) from time to time of the Outstanding Bonds. The City is the only obligated
person in respect of the Bonds within the meaning of the Rule for purposes of identifying the
entities in respect of which continuing disclosure must be made. If the City fails to comply with
any provisions of this section, any person aggrieved thereby, including the Owners of any
Outstanding Bonds, may take whatever action at law or in equity may appear necessary or
appropriate to enforce performance and observance of any agreement or covenant contained in
this section, including an action for a writ of mandamus or specific performance. Direct,
indirect, consequential and punitive damages shall not be recoverable for any default hereunder
to the extent permitted by law. Notwithstanding anything to the contrary contained herein, in no
event shall a default under this section constitute a default under the Bonds or under any other
provision of this resolution. As used in this section, Owner or Bondowner means, in respect of a
Bond, the registered owner or owners thereof appearing in the bond register maintained by the
Registrar or any Beneficial Owner (as hereinafter defined) thereof, if such Beneficial Owner
provides to the Registrar evidence of such beneficial ownership in form and substance
reasonably satisfactory to the Registrar. As used herein, Beneficial Owner means, in respect of a
Bond, any person or entity which (i) has the power, directly or indirectly, to vote or consent with
respect to, or to dispose of ownership of, such Bond (including persons or entities holding Bonds
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through nominees, depositories or other intermediaries), or (ii) is treated as the owner of the
Bond for federal income tax purposes.
(b) Information To Be Disclosed. The City will provide, in the manner set forth in subsection
(c) hereof, either directly or indirectly through an agent designated by the City, the following
information at the following times:
(1) on or before twelve months after the end of each fiscal year of the City,
commencing with the fiscal year ending December 31, 2024, the following
financial information and operating data in respect of the City (the Disclosure
Information):
(A) the audited financial statements of the City for such fiscal year, prepared
in accordance with the governmental accounting standards promulgated by
the Governmental Accounting Standards Board or as otherwise provided
under Minnesota law, as in effect from time to time, or, if and to the extent
such financial statements have not been prepared in accordance with such
generally accepted accounting principles for reasons beyond the
reasonable control of the City, noting the discrepancies therefrom and the
effect thereof, and certified as to accuracy and completeness in all material
respects by the fiscal officer of the City; and
(B) to the extent not included in the financial statements referred to in
paragraph (A) hereof, the information for such fiscal year or for the period
most recently available of the type contained in the Official Statement
under headings: "VALUATIONS — Current Property Valuations;" "DEBT
— Direct Debt;" "TAX LEVIES, COLLECTIONS AND RATES — Tax
Levies and Collections;" "GENERAL INFORMATION — U.S. Census
Data — Population Trend;" and "—Employment/Unemployment Data;"
which information may be unaudited.
Notwithstanding the foregoing paragraph, if the audited financial statements are not available by
the date specified, the City shall provide on or before such date unaudited financial statements in
the format required for the audited financial statements as part of the Disclosure Information and,
within 10 days after the receipt thereof, the City shall provide the audited financial statements.
Any or all of the Disclosure Information may be incorporated by reference, if it is updated as
required hereby, from other documents, including official statements, which have been filed with
the SEC or have been made available to the public on the Internet Web site of the Municipal
Securities Rulemaking Board (MSRB). If the document incorporated by reference is a final
official statement, it must be available from the MSRB. The City shall clearly identify in the
Disclosure Information each document so incorporated by reference. If any part of the
Disclosure Information can no longer be generated because the operations of the City have
materially changed or been discontinued, such Disclosure Information need no longer be
provided if the City includes in the Disclosure Information a statement to such effect; provided,
however, if such operations have been replaced by other City operations in respect of which data
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is not included in the Disclosure Information and the City determines that certain specified data
regarding such replacement operations would be a Material Fact (as defined in paragraph (2)
hereof), then, from and after such determination, the Disclosure Information shall include such
additional specified data regarding the replacement operations. If the Disclosure Information is
changed or this section is amended as permitted by this paragraph (b)(1) or subsection (d), then
the City shall include in the next Disclosure Information to be delivered hereunder, to the extent
necessary, an explanation of the reasons for the amendment and the effect of any change in the
type of financial information or operating data provided.
(2) In a timely manner not in excess of ten business days after the occurrence of the
event, notice of the occurrence of any of the following events (each a Material
Fact):
(A) Principal and interest payment delinquencies;
(B) Non-payment related defaults, if material;
(C) Unscheduled draws on debt service reserves reflecting financial
difficulties;
(D) Unscheduled draws on credit enhancements reflecting financial
difficulties;
(E) Substitution of credit or liquidity providers, or their failure to perform;
(F) Adverse tax opinions, the issuance by the Internal Revenue Service of
proposed or final determinations of taxability, Notices of Proposed Issue
(IRS Form 5701-TEB) or other material notices or determinations with
respect to the tax status of the security, or other material events affecting
the tax status of the security;
(G) Modifications to rights of security holders, if material;
(H) Bond calls, if material, and tender offers;
(I) Defeasances;
(J) Release, substitution, or sale of property securing repayment of the
securities, if material;
(K) Rating changes;
(L) Bankruptcy, insolvency, receivership or similar event of the obligated
person;
(M) The consummation of a merger, consolidation, or acquisition involving an
obligated person or the sale of all or substantially all of the assets of the
obligated person, other than in the ordinary course of business, the entry
into a definitive agreement to undertake such an action or the termination
of a definitive agreement relating to any such actions, other than pursuant
to its terms, if material;
(N) Appointment of a successor or additional trustee or the change of name of
a trustee, if material;
(0) Incurrence of a financial obligation of the obligated person, if material, or
agreement to covenants, events of default, remedies, priority rights, or
other similar terms of a financial obligation of the obligated person, any of
which affect security holders, if material; and
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(P)
Default, event of acceleration, termination event, modification of terms, or
other similar events under the terms of a financial obligation of the
obligated person, any of which reflect financial difficulties.
For purposes of the events identified in paragraphs (0) and (P) above, the term "financial
obligation" means (i) a debt obligation; (ii) a derivative instrument entered into in connection
with, or pledged as security or a source of payment for, an existing or planned debt obligation; or
(iii) a guarantee of (i) or (ii). The term "financial obligation" shall not include municipal
securities as to which a final official statement has been provided to the MSRB consistent with
the Rule.
As used herein, for those events that must be reported if material, an event is "material" if it is an
event as to which a substantial likelihood exists that a reasonably prudent investor would attach
importance thereto in deciding to buy, hold or sell a Bond or, if not disclosed, would
significantly alter the total information otherwise available to an investor from the Official
Statement, information disclosed hereunder or information generally available to the public.
Notwithstanding the foregoing sentence, an event is also "material" if it is an event that would be
deemed material for purposes of the purchase, holding or sale of a Bond within the meaning of
applicable federal securities laws, as interpreted at the time of discovery of the occurrence of the
event.
For the purposes of the event identified in (L) hereinabove, the event is considered to occur when
any of the following occur: the appointment of a receiver, fiscal agent or similar officer for an
obligated person in a proceeding under the U.S. Bankruptcy Code or in any other proceeding
under state or federal law in which a court or governmental authority has assumed jurisdiction
over substantially all of the assets or business of the obligated person, or if such jurisdiction has
been assumed by leaving the existing governing body and officials or officers in possession but
subject to the supervision and orders of a court or governmental authority, or the entry of an
order confirming a plan of reorganization, arrangement or liquidation by a court or governmental
authority having supervision or jurisdiction over substantially all of the assets or business of the
obligated person.
(3)
In a timely manner, notice of the occurrence of any of the following events or
conditions:
(A) the failure of the City to provide the Disclosure Information required
under paragraph (b)(1) at the time specified thereunder;
(B) the amendment or supplementing of this section pursuant to subsection
(d), together with a copy of such amendment or supplement and any
explanation provided by the City under subsection (d)(2);
(C) the termination of the obligations of the City under this section pursuant to
subsection (d);
(D) any change in the accounting principles pursuant to which the financial
statements constituting a portion of the Disclosure Information are
prepared; and
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(E) any change in the fiscal year of the City.
(c) Manner of Disclosure.
(1) The City agrees to make available to the MSRB, in an electronic format as
prescribed by the MSRB from time to time, the information described in
subsection (b).
(2) All documents provided to the MSRB pursuant to this subsection (c) shall be
accompanied by identifying information as prescribed by the MSRB from time to
time.
(d) Teen; Amendments; Interpretation.
(1) The covenants of the City in this section shall remain in effect so long as any
Bonds are Outstanding. Notwithstanding the preceding sentence, however, the
obligations of the City under this section shall terminate and be without further
effect as of any date on which the City delivers to the Registrar an opinion of
Bond Counsel to the effect that, because of legislative action or final judicial or
administrative actions or proceedings, the failure of the City to comply with the
requirements of this section will not cause participating underwriters in the
primary offering of the Bonds to be in violation of the Rule or other applicable
requirements of the Securities Exchange Act of 1934, as amended, or any statutes
or laws successory thereto or amendatory thereof.
(2) This section (and the form and requirements of the Disclosure Information) may
be amended or supplemented by the City from time to time, without notice to
(except as provided in paragraph (c)(3) hereof) or the consent of the Owners of
any Bonds, by a resolution of this Council filed in the office of the recording
officer of the City accompanied by an opinion of Bond Counsel, who may rely on
certificates of the City and others and the opinion may be subject to customary
qualifications, to the effect that: (i) such amendment or supplement (a) is made in
connection with a change in circumstances that arises from a change in law or
regulation or a change in the identity, nature or status of the City or the type of
operations conducted by the City, or (b) is required by, or better complies with,
the provisions of paragraph (b)(5) of the Rule; (ii) this section as so amended or
supplemented would have complied with the requirements of paragraph (b)(5) of
the Rule at the time of the primary offering of the Bonds, giving effect to any
change in circumstances applicable under clause (i)(a) and assuming that the Rule
as in effect and interpreted at the time of the amendment or supplement was in
effect at the time of the primary offering; and (iii) such amendment or supplement
does not materially impair the interests of the Bondowners under the Rule.
If the Disclosure Information is so amended, the City agrees to provide,
contemporaneously with the effectiveness of such amendment, an explanation of
-19-
4891-7476-6525\4
Adopted this 16th day of July, 2024.
Mayor
the reasons for the amendment and the effect, if any, of the change in the type of
financial information or operating data being provided hereunder.
(3) This section is entered into to comply with the continuing disclosure provisions of
the Rule and should be construed so as to satisfy the requirements of paragraph (b)(5) of
the Rule.
Section 10. Authorization of Payment of Certain Costs of Issuance of the Bonds. The
City authorizes the Purchaser to forward the amount of Bond p oceeds allocable to the payment
of issuance expenses to Wells Fargo Bank, National Associatio , on the closing date for further
distribution as directed by the City's municipal advisor, Ehlers s so ciates, Inc.
The motion for the adoption of the foregoing resolution was duly seconded by
Councilmember 17(erc9-/ and upon vote being taken thereon, the following
Sc ‘44\1(sAA
and the following voted against the same:
whereupon said resolution was declared duly passed and adopted.
-20-
4891-7476-6525\4
voted in favor thereof:
-;Th• vle,t, ‘'--S el 1 r-mrc5L )
APPENDIX I
Tax Levies and Special Assessments
Assessments - PIR - 100%
NIC plus 1.00% - Equal P&I
Assessments
Date Principal Coupon Interest Total P+I
12/31/2026
12/31/2027
12/31/2028
12/31/2029
12/31/2030
150,053.85
156,941.32
164,144.93
171,679.18
179,559.25
4.590%
4.590%
4.590%
4.590%
4.590%
144,116.97
137,229.50
130,025.88
122,491.64
114,611.56
294,170.82
294,170.82
294,170.81
294,170.82
294,170.81
12/31/2031 187,801.02 4.590% 106,369.80 294,170.82
12/31/2032 196,421.09 4.590% 97,749.72 294,170.81
12/31/2033 205,436.82 4.590% 88,734.00 294,170.82
12/31/2034 214,866.37 4.590% 79,304.44 294,170.81
12/31/2035 224,728.74 4.590% 69,442.08 294,170.82
12/31/2036 235,043.78 4.590% 59,127.04 294,170.82
12/31/2037 245,832.29 4.590% 48,338.52 294,170.81
12/31/2038 257,116.00 4.590% 37,054.82 294,170.82
12/31/2039 268,917.62 4.590% 25,253.20 294,170.82
12/31/2040 281,260.94 4.590% 12,909.88 294,170.82
Total $3,139,803.20 $1,272,759.05 $4,412,562.25
Levy - Improvement Bonds
Tax Levy Schedule
Tax
Levy
Year
Tax
Collect
Year
Bond
Pay
Year Total P+I CIF Net New D/S P & I @105% Assessments Net Levy
2023 2024 2025 - - - -
2024 2025 2026 202,500.00 (202,500.00) - -
2025 2026 2027 265,000.00 265,000.00 278,250.00 294,170.82 (15,920.82)
2026 2027 2028 263,500.00 263,500.00 276,675.00 294,170.82 (17,495.82)
2027 2028 2029 266,750.00 266,750.00 280,087.50 294,170.81 (14,083.31)
2028 2029 2030 264,500.00 264,500.00 277,725.00 294,170.82 (16,445.82)
2029 2030 2031 267,000.00 267,000.00 280,350.00 294,170.81 (13,820.81)
2030 2031 2032 264,000.00 264,000.00 277,200.00 294,170.82 (16,970.82)
2031 2032 2033 265,750.00 265,750.00 279,037.50 294,170.81 (15,133.31)
2032 2033 2034 267,000.00 267,000.00 280,350.00 294,170.82 (13,820.82)
2033 2034 2035 262,750.00 262,750.00 275,887.50 294,170.81 (18,283.31)
2034 2035 2036 263,250.00 263,250.00 276,412.50 294,170.82 (17,758.32)
2035 2036 2037 263,250.00 263,250.00 276,412.50 294,170.82 (17,758.32)
2036 2037 2038 262,750.00 262,750.00 275,887.50 294,170.81 (18,283.31)
2037 2038 2039 266,750.00 266,750.00 280,087.50 294,170.82 (14,083.32)
2038 2039 2040 265,000.00 265,000.00 278,250.00 294,170.82 (15,920.82)
2039 2040 2041 265,200.00 265,200.00 278,460.00 294,170.82 (15,710.82)
Total $4,174,950.00 $3,972,450.00 $4,171,072.50 $4,412,562.25 (241,489.75)
I-1
4891-7476-6525\4
Levy - CIP Bonds
Tax Levy Schedule
Tax
Levy
Year
Tax
Collect
Year
Bond
Pay
Year Total P+1 Net New DIS P &1@l05°/0 Net Levy
2023 2024 2025 -
2024 2025 2026 1,079,475.00 1,079,475.00 1,133,448.75 1,133,448.75
2025 2026 2027 1,019,650.00 1,019,650.00 1,070,632.50 1,070,632.50
2026 2027 2028 1,019,650.00 1,019,650.00 1,070,632.50 1,070,632.50
2027 2028 2029 1,018,900.00 1,018,900.00 1,069,845.00 1,069,845.00
2028 2029 2030 1,022,400.00 1,022,400.00 1,073,520.00 1,073,520.00
2029 2030 2031 1,019,900.00 1,019,900.00 1,070,895.00 1,070,895.00
2030 2031 2032 1,021,650.00 1,021,650.00 1,072,732.50 1,072,732.50
2031 2032 2033 1,017,400.00 1,017,400.00 1,068,270.00 1,068,270.00
2032 2033 2034 1,022,400.00 1,022,400.00 1,073,520.00 1,073,520.00
2033 2034 2035 1,021,150.00 1,021,150.00 1,072,207.50 1,072,207.50
2034 2035 2036 1,018,900.00 1,018,900.00 1,069,845.00 1,069,845.00
2035 2036 2037 1,020,650.00 1,020,650.00 1,071,682.50 1,071,682.50
2036 2037 2038 1,021,150.00 1,021,150.00 1,072,207.50 1,072,207.50
2037 2038 2039 1,020,400.00 1,020,400.00 1,071,420.00 1,071,420.00
2038 2039 2040 1,018,400.00 1,018,400.00 1,069,320.00 1,069,320.00
2039 2040 2041 1,020,800.00 1,020,800.00 1,071,840.00 1,071,840.00
2040 2041 2042 1,022,200.00 1,022,200.00 1,073,310.00 1,073,310.00
2041 2042 2043 1,017,600.00 1,017,600.00 1,068,480.00 1,068,480.00
2042 2043 2044 1,017,200.00 1,017,200.00 1,068,060.00 1,068,060.00
2043 2044 2045 1,020,800.00 1,020,800.00 1,071,840.00 1,071,840.00
2044 2045 2046 1,018,200.00 1,018,200.00 1,069,110.00 1,069,110.00
2045 2046 2047 1,019,600.00 1,019,600.00 1,070,580.00 1,070,580.00
2046 2047 2048 1,019,800.00 1,019,800.00 1,070,790.00 1,070,790.00
2047 2048 2049 1,018,800.00 1,018,800.00 1,069,740.00 1,069,740.00
2048 2049 2050 1,021,600.00 1,021,600.00 1,072,680.00 1,072,680.00
2049 2050 2051 1,018,000.00 1,018,000.00 1,068,900.00 1,068,900.00
2050 2051 2052 1,018,200.00 1,018,200.00 1,069,110.00 1,069,110.00
2051 2052 2053 1,022,000.00 1,022,000.00 1,073,100.00 1,073,100.00
2052 2053 2054 1,019,200.00 1,019,200.00 1,070,160.00 1,070,160.00
Total $29,636,075.00 $29,636,075.00 $31,117,878.75 $31,117,878.75
[The remainder of this page is intentionally left blank.]
1-2
4891-7476-6525\4
Levy — TIF Bonds
Tax Levy Schedule
Tax
Levy
Year
Tax
Collect
Year
Bond
Pay
Year Total P+I CIF Net New DM P & I @105% TIF Revenue Net Levy
2023
2024
2025
2026
2027
2024
2025
2026
2027
2028
2025
2026
2027
2028
2029
357,450.00
238,300.00
238,300.00
238,300.00
-
(118,402.38)
-
239,047.62
238,300.00
238,300.00
238,300.00
251,000.00
250,215.00
250,215.00
250,215.00
251,000.00
251,000.00
251,000.00
251,000.00
(785.00)
(785.00)
(785.00)
2028 2029 2030 238,300.00 238,300.00 250,215.00 251,000.00 (785.00)
2029 2030 2031 238,300.00 238,300.00 250,215.00 251,000.00 (785.00)
2030 2031 2032 238,300.00 238,300.00 250,215.00 251,000.00 (785.00)
2031 2032 2033 238,300.00 238,300.00 250,215.00 251,000.00 (785.00)
2032 2033 2034 238,300.00 238,300.00 250,215.00 251,000.00 (785.00)
2033 2034 2035 238,300.00 238,300.00 250,215.00 251,000.00 (785.00)
2034 2035 2036 778,300.00 778,300.00 817,215.00 830,000.00 (12,785.00)
2035 2036 2037 781,300.00 781,300.00 820,365.00 830,000.00 (9,635.00)
2036 2037 2038 777,800.00 777,800.00 816,690.00 830,000.00 (13,310.00)
2037 2038 2039 778,050.00 778,050.00 816,952.50 830,000.00 (13,047.50)
2038 2039 2040 781,800.00 - 781,800.00 820,890.00 830,000.00 (9,110.00)
2039 2040 2041 780,400.00 780,400.00 819,420.00 830,000.00 (10,580.00)
2040 2041 2042 778,000.00 778,000.00 816,900.00 830,000.00 (13,100.00)
2041 2042 2043 779,600.00 779,600.00 818,580.00 830,000.00 (11,420.00)
2042 2043 2044 260,000.00 260,000.00 273,000.00 830,000.00 (557,000.00)
Total $8,997,400.00 (118,402.38) $8,878,997.62 $9,322,947.50 $9,980,000.00 (657,052.50)
I-3
4891-7476-6525\4
EXHIBIT A
Maturity Schedule
Date
Improvement
Sewer Bonds
Storm Sewer
CIP Bonds TIF Bonds Total Bonds Bonds
2026 -- $110,000 $230,000 -- $340,000
2027 $130,000 160,000 345,000 $300,000 -- 935,000
2028 135,000 170,000 360,000 315,000 -- 980,000
2029 145,000 175,000 380,000 330,000 -- 1,030,000
2030 150,000 185,000 400,000 350,000 -- 1,085,000
2031 160,000 195,000 415,000 365,000 1,135,000
2032 165,000 205,000 440,000 385,000 -- 1,195,000
2033 175,000 215,000 460,000 400,000 -- 1,250,000
2034 185,000 225,000 485,000 425,000 -- 1,320,000
2035 190,000 240,000 505,000 445,000 -- 1,380,000
2036 200,000 -- -- 465,000 $540,000 1,205,000
2037 210,000 -- -- 490,000 570,000 1,270,000
2038 220,000 -- 515,000 595,000 1,330,000
2039 235,000 -- -- 540,000 625,000 1,400,000
2040 245,000 -- -- 565,000 660,000 1,470,000
2041 255,000 -- -- 590,000 685,000 1,530,000
2042 -- -- 615,000 710,000 1,325,000
2043 -- -- -- 635,000 740,000 1,375,000
2044 -- -- -- 660,000 250,000 910,000
2045 -- -- 690,000 -- 690,000
2046 -- -- 715,000 -- 715,000
2047 745,000 745,000
2048 -- -- 775,000 775,000
2049 -- -- 805,000 -- 805,000
2050 -- -- 840,000 -- 840,000
2051 -- -- 870,000 870,000
2052 -- -- -- 905,000 -- 905,000
2053 -- -- 945,000 945,000
2054 -- -- -- 980,000 -- 980,000
TOTAL $2,800,000 $1,880,000 $4,020,000 $16,660,000 $5,375,000 $30,735,000
A-1
4891-7476-6525\4
EXHIBIT B
BOND FORM
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF EDINA
GENERAL OBLIGATION BOND, SERIES 2024A
R -
Interest Maturity Date of
Rate Date Original Issue CUSIP
February 1, 20 August 1, 2024
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT: THOUSAND DOLLARS
THE CITY OF EDINA, Hennepin County, Minnesota (the "City"), acknowledges itself
to be indebted and for value received hereby promises to pay to the registered owner named
above, or registered assigns, the principal sum specified above on the maturity date specified
above, and to pay interest thereon from the date of original issue specified above, or the most
recent interest payment date to which interest has been paid or provided for, at the annual rate
specified above, payable on February 1 and August 1 in each year, commencing August 1, 2025
(each such date, an "Interest Payment Date"), to the person in whose name this Bond is
registered at the close of business on the 15th day (whether or not a business day) of the month
immediately preceding the payment date, all subject to the provisions referred to herein with
respect to redemption of the principal of this Bond before maturity. The interest so payable on
any Interest Payment Date shall be paid to the person in whose name this Bond is registered at
the close of business on the fifteenth day (whether or not a business day) of the calendar month
next preceding such Interest Payment Date. Interest hereon shall be computed on the basis of a
360-day year composed of twelve 30-day months. The interest hereon and, upon presentation
and surrender hereof, the principal hereof are payable in lawful money of the United States of
America by check or draft by U.S. Bank Trust Company, National Association in St. Paul,
Minnesota, as Bond Registrar, Transfer Agent and Paying Agent (the "Registrar"), or its
designated successor under the resolution described herein. For the prompt and full payment of
such principal and interest as the same respectively become due, the full faith and credit and
taxing powers of the City have been and are hereby irrevocably pledged.
B-1
4891-7476-6525\4
This Bond is one of an issue in the aggregate principal amount of $30,735,000, all of like
date and tenor, except as to serial number, maturity date, interest rate, redemption privilege and
denomination issued pursuant to a resolution adopted by the City Council on July 16, 2024 (the
"Resolution"), to maintain the Permanent Improvement Revolving Fund of the City, a permanent
fund established for the financing of local improvements for which special assessments may be
levied against property specifically benefited thereby, to finance the costs of street
improvements, improvements to the storm sewer and water utility of the City, capital
improvements and public improvement costs and is issued pursuant to and in full conformity
with the provisions of the Constitution and laws of the State of Minnesota thereunto enabling,
including Minnesota Statutes, Chapters 429 and 475 and Sections 444.075, 469.178 and 475.521.
The Bonds are issuable only as fully registered bonds in denominations of $5,000 or any multiple
thereof, of single maturities. The Bonds of this series are issuable only as fully registered Bonds,
in denominations of $5,000 or any multiple thereof, of single maturities.
Bonds maturing in 2035 and later years are each subject to redemption and prepayment at
the option of the City, in whole or in part, and if in part in such order of maturity dates as the
City may select and by lot as selected by the Registrar (or, if applicable, by the bond depository
in accordance with its customary procedures) in multiples of $5,000 as to Bonds maturing on the
same date, on February 1, 2034, and on any date thereafter, at a price equal to the principal
amount thereof plus accrued interest to the date of redemption.
At least thirty days prior to the date set for redemption of any Bond, notice of the call for
redemption will be mailed to the Bond Registrar and to the registered owner of each Bond to be
redeemed at his address appearing in the Bond Register, but no defect in or failure to give such
mailed notice of redemption shall affect the validity of the proceedings for the redemption of any
Bond not affected by such defect or failure. Official notice of redemption having been given as
aforesaid, the Bonds or portions of the Bonds so to be redeemed shall, on the redemption date,
become due and payable at the redemption price herein specified and from and after such date
(unless the City shall default in the payment of the redemption price) such Bond or portions of
Bonds shall cease to bear interest. Upon the partial redemption of any Bond, a new Bond or
Bonds will be delivered to the registered owner without charge, representing the remaining
principal amount outstanding.
As provided in the Resolution and subject to certain limitations set forth therein, this
Bond is transferable upon the books of the City at the principal office of the Registrar, by the
registered owner hereof in person or by the owner's attorney duly authorized in writing upon
surrender hereof together with a written instrument of transfer satisfactory to the Registrar, duly
executed by the registered owner or the owner's attorney; and may also be surrendered in
exchange for Bonds of other authorized denominations. Upon such transfer or exchange the City
will cause a new Bond or Bonds to be issued in the name of the transferee or registered owner, of
the same aggregate principal amount, bearing interest at the same rate and maturing on the same
date, subject to reimbursement for any tax, fee or governmental charge required to be paid with
respect to such transfer or exchange.
B-2
4891-7476-6525\4
The Bonds are not designated as "qualified tax-exempt obligations" pursuant to Section
265(b) of the Internal Revenue Code of 1986, as amended.
The City and the Registrar may deem and treat the person in whose name this Bond is
registered as the absolute owner hereof, whether this Bond is overdue or not, for the purpose of
receiving payment and for all other purposes, and neither the City nor the Registrar shall be
affected by any notice to the contrary.
Notwithstanding any other provisions of this Bond, so long as this Bond is registered in
the name of Cede & Co., as nominee of The Depository Trust Company, or in the name of any
other nominee of The Depository Trust Company or other securities depository, the Registrar
shall pay all principal of and interest on this Bond, and shall give all notices with respect to this
Bond, only to Cede & Co. or other nominee in accordance with the operational arrangements of
The Depository Trust Company or other securities depository as agreed to by the City.
IT IS HEREBY CERTIFIED, RECITED, COVENANTED AND AGREED that all acts,
conditions and things required by the Constitution and laws of the State of Minnesota to be done,
to exist, to happen and to be performed preliminary to and in the issuance of this Bond in order
to make it a valid and binding general obligation of the City in accordance with its terms, have
been done, do exist, have happened and have been performed as so required; that prior to the
issuance hereof the City has levied or agreed to levy special assessments on property specially
benefited by the improvements financed by the improvement portion of the Bonds collectible in
the years and amounts, together with ad valorem taxes duly levied (if necessary), required to
produce sums not less than five percent in excess of the principal of and interest on such portion
of the Bonds as such principal and interest respectively become due, and has appropriated such
special assessments to the Revenue Account (the "Revenue Account") of its Permanent
Improvement Revolving Fund previously established by the City; and that, on or before each
date the City is obligated to pay principal of or interest on such portion of the Bonds, the City
will transfer from its Revenue Account to a separate General Obligation Bonds, Series 2024A
Improvement Bond Fund an amount sufficient for the payment of such principal and interest on
such date; and the City has pledged to the payment of the principal of and interest on the sewer
portion of the Bonds net revenues of the City's sewer utility; and the City has pledged to the
payment of the principal of and interest on the storm sewer portion of the Bonds net revenues of
the City's storm sewer utility; and the City has pledged to the payment of the principal and
interest on the capital improvement portion of the Bonds ad valorem taxes; and the City has
pledged to the payment of the principal of and interest on the tax increment project portion of the
Bonds tax increment revenues from the Eden Willson Redevelopment Tax Increment Financing
District pursuant to a pledge agreement with the Edina Housing and Redevelopment Authority;
that in and by the Resolution, the City has covenanted and agreed with the owners of the Bonds
that it will impose and collect charges for the service, use and availability of its sewer and storm
sewer utilities at the time and in the amounts required to produce net revenues adequate to pay
all principal of and interest on the sewer and storm sewer portions of the Bonds, respectively,
and on all other bonds payable from net revenues of the sewer and storm sewer utilities as such
principal and interest respectively become due; and that the issuance of this Bond does not cause
the indebtedness of the City to exceed any constitutional or statutory limitation.
B-3
4891-7476-6525\4
This Bond shall not be valid or become obligatory for any purpose or be entitled to any
security or benefit under the Resolution described herein until the Certificate of Authentication
hereon shall have been executed by the Registrar by manual signature of one of its authorized
representatives.
County, Minnesota, by its City
manual or facsimile signatures
ted as of the Date of Original
IN WITNESS WHEREOF, the City of Edina, Hennepin
Council, has caused this Bond to be executed on its behalf by t
of the Mayor and City Manager, and has caused this Bond to b
Issue set forth above.
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
Date of Authentication:
U.S. BANK TRUST COMPANY,
NATIONAL ASSOCIATION,
as Registrar
By
Authorized Representative
The following abbreviations, when used in the inscription on the face of this Bond, shall
be construed as though they were written out in full according to applicable laws or regulations:
TEN COM --
TEN ENT --
JT TEN --
4891-7476-6525\4
as tenants UTMA Custodian
in common (Cust) (Minor)
under Uniform Transfers to Minors Act
as tenants (State)
by entireties
as joint tenants with
right of survivorship and
B-4
not as tenants in common
Additional abbreviations may also be used though not in the above list.
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto
the
within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney to
transfer the within Bond on the books kept for registration thereof, with full power of
substitution in the premises.
Dated:
PLEASE INSERT SOCIAL SECURITY
OR OTHER IDENTIFYING NUMBER NOTICE: The signature(s) to this assignment
OF ASSIGNEE: must correspond with the name as it appears upon
the face of the within Bond in every particular,
without alteration, enlargement or any change
/ / whatsoever.
Signature(s) must be guaranteed by an
"eligible guarantor institution" meeting the
requirements of the Bond Registrar, which
requirements include membership or participation
in the Securities Transfer Association Medalion
Program (STAMP) or such other "signature
guaranty program" as may be determined by the
Bond Registrar in addition to or in substitution
for STAMP, all in accordance with the Securities
Exchange Act of 1934, as amended.
B-5
4891-7476-6525\4
EXHIBIT C
Form of Pledge Agreement
TAX INCREMENT PLEDGE AGREEMENT
This Tax Increment Pledge Agreement (the "Agreement") dated as of August 1, 2024, is
by and between the City of Edina, Minnesota (the "City"), and the Edina Housing and
Redevelopment Authority (the "Authority"), and provides as follows:
WHEREAS, the City has determined to issue its General Obligation Bonds, Series
2024A, in the approximate principal amount of $32,730,000, pursuant to Minnesota Statutes,
Chapters 429 and 475 and Sections 444.075, 469.178, and 475.521 (the "Bonds"), for the
purpose of financing various street improvement projects, sewer and stoun sewer improvements,
capital improvements, and public improvements (collectively, the "Projects") supporting the
Eden Willson Redevelopment Tax Increment Financing District (the "District") and paying costs
of issuance of the Bonds; and
WHEREAS, a portion of the Bonds in the amount of $5,375,000 is to be payable from
tax increments realized by the Authority from the District (the "TIF Bonds").
NOW, THEREFORE, to provide funds sufficient for the timely payment of the principal
and interest on the TIF Bonds, the City and the Authority hereby agree as follows:
In order to pay the principal of and interest on the TIF Bonds when due, the Authority
hereby pledges to the City, for deposit in the Bond Fund established by the resolution of the City
dated July 16, 2024 (the "Bond Resolution"), for the payment of the TIF Bonds and any bonds
used to refund the TIF Bonds, Available Tax Increments (hereinafter defined) in amounts
sufficient, with other funds actually appropriated by the City to the Bond Fund, to pay the
principal and interest that are due pursuant to the Bond Resolution on the dates determined by
the City and, if and to the extent that the Available Tax Increments are ever insufficient for such
purposes, and the City advances City funds to provide prompt and full payment of the TIF
Bonds, the Authority agrees to reimburse the City for such advances from Available Tax
Increments thereafter received by the Authority. As used in this Agreement, "Available Tax
Increments" means tax increments derived by the Authority from the District, excluding such tax
increments as have heretofore been pledged to the payment of other tax increment bonds or other
eligible costs. In discharging its obligations under this Agreement, the Authority expressly
reserves the right to select from year to year Available Tax Increments from the District and to
pledge or otherwise dedicate tax increments from the District to purposes other than the payment
of the TIF Bonds upon a finding by the Authority that the estimated Available Tax Increments
then remaining will be sufficient from year to year to discharge the Authority's payment
obligations on the TIF Bonds pursuant to this Agreement.
An executed copy of this Agreement shall be filed with the County Auditor of Hennepin
County as required by Minnesota Statutes, Section 469.178, Subdivision 2.
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Attest:
AND REDEVELOPMENT
.31A
Ci Clerk
EDINA HOUS
AUTHORITY
CITY OF ED INNESOTA
Mayor
This Agreement shall become effective upon the actual issuance and delivery of the
Bonds.
IN WITNESS WHEREOF, the City and the Authority ave caused this Agreement to be
duly approved and executed as of the day and year first abov- itten.
Signature Page
Tax Increment Pledge Agreement
General Obligation Bonds, Series 2024A
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CERTIFICATE OF HENNEPIN COUNTY AUDITOR
AS TO REGISTRATION OF TAX INCREMENT PLEDGE AGREEMENT
The undersigned, being the duly qualified and acting County Auditor of the County of
Hennepin, Minnesota, hereby certifies that, pursuant to Minnesota Statutes, Section 469.178,
subdivision 2, there has been filed in my office an executed copy of a Tax Increment Pledge
Agreement, dated August 1, 2024, between the City of Edina, Minnesota and the Edina Housing
and Redevelopment Authority, relating to the pledge of tax increments from the Eden Willson
Redevelopment Tax Increment Financing District of the Authority to the debt service on the
City's General Obligation Bonds, Series 2024A, dated August 1, 2024.
WITNESS my hand this day of , 2024.
County Auditor
(SEAL)
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COUNTY AUDITOR'S CERTIFICATE
AS TO REGISTRATION AND TAX LEVY
The undersigned, being the duly qualified and acting County Auditor of Hennepin
County, Minnesota, hereby certifies that there has been filed in my office a certified copy of a
resolution duly adopted on July 16, 2024, by the City Council of the City of Edina, Minnesota,
setting forth the form and details of an issue of $30,735,000 General Obligation Bonds, Series
2024A, dated as of August 1, 2024.
I further certify that the issue has been entered on my bond register and the tax required
by law for their payment has been levied and filed as required by Minnesota Statutes, Sections
475.61 through 475.63.
WITNESS my hand and official seal this day of , 2024.
County Auditor
(SEAL)
4891-7476-6525\4