HomeMy WebLinkAbout2011-001 IDA Resolution Tax Increment Refunding Revenue Bonds Series 2011A $2,620,000 IDA (-.esRo Il - GD
RESOLUTION AUTHORIZING THE ISSUANCE OF TAX
INCREMENT REFUNDING REVENUE BONDS (L-385 LEVEE
PROJECT) SERIES 2011A, IN AN AGGREGATE PRINCIPAL
AMOUNT NOT EXCEEDING $2,620,000, TO PROVIDE FUNDS
TO BE LOANED TO THE CITY OF RIVERSIDE, MISSOURI;
AND AUTHORIZING AND APPROVING CERTAIN
DOCUMENTS AND ACTIONS IN CONNECTION WITH THE
ISSUANCE OF SAID BONDS.
WHEREAS, The Industrial Development Authority of the City of Riverside, Missouri (the
"Authority") is authorized and empowered under Chapter 349, inclusive of the Revised Statutes of
Missouri, as amended (the "Act") to issue its bonds for the purpose of providing funds to purchase,
construct,extend and improve a"project"(as defined in the Act);
WHEREAS, at the request of the City of Riverside, Missouri, a fourth class city and political
subdivision of the State of Missouri (the "City"), the Authority has agreed to issue Tax Increment
Refunding Revenue Bonds (L-385 Levee Project) Series 2011A in a principal amount not to exceed
$2,620,000 (the "Bonds"), pursuant to the hereinafter described Bond Trust Indenture dated as of July 1,
2011 (the "Indenture"), for the purpose of making a loan to the City (the "Loan"), pursuant to the
hereinafter described Financing Agreement, to (a) refinance costs associated with a tax increment
financing project in the City (the"Project"),and(b)pay certain costs related to the issuance of the Bonds;
and
WHEREAS, the Authority is authorized under the Act to issue its bonds for the purposes
aforesaid and the Authority has determined that the public interest will be best served and that the
purposes of the Act can be more advantageously obtained by the Authority's issuance of the Bonds in
order to loan funds to the City under the Financing Agreement as a means of accomplishing the
foregoing;and
WHEREAS, the Authority further finds and determines that it is necessary and desirable in
connection with the issuance of the Bonds that the Authority execute and deliver certain documents and
that the Authority take certain other actions as herein provided.
NOW, THEREFORE, BE IT RESOLVED BY THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE CITY OF RIVERSIDE,MISSOURI,AS FOLLOWS:
Section 1. Findings and Determinations. The Authority hereby makes the following
findings and determinations with respect to the City, the Project and the Bonds to be issued by the
Authority, based upon representations made to the Authority:
(a) The City has properly requested the Authority's assistance in financing and
reimbursing the costs of the Project.
(b) The issuance of the Bonds for the purpose of providing funds to finance,
refinance and reimburse the costs of the Project is in the public interest and in furtherance of the
purposes of the Act.
(c) The loan made pursuant to the Financing Agreement is adequately secured by
security satisfactory to the Authority.
Section 2. Authorization of the Bonds. In order to obtain funds to loan to the City to be
used for the purposes aforesaid, the Authority is hereby authorized to issue the Bonds subject to the
following restrictions:
(a) The maximum principal amount of the Bonds shall not exceed$2,620,000.
(b) The True Interest Cost of the Bonds as computed by D.A. Davidson & Co. (the
"Underwriter")shall not exceed 4.50%.
(c) The weighted average maturity of the Bonds as computed by the Underwriter
shall be between 3.0 years and 5.0 years.
(d) The final maturity date of the Bonds shall be not later than May 1,2021.
(e) The Underwriter's discount shall not exceed 2.0% of the principal amount of the
Bonds.
(f) The issuance of the Bonds, which is for the purpose of refunding the Refunded
Bonds, shall result in a Net Present Value Savings as computed by the Underwriter of at
least 5.0%.
(g) The Bonds shall be subject to optional redemption not later than May 1, 2015.
The final terms of the Bonds shall be specified in the Indenture upon the execution thereof, and the
signatures of the officers of the Authority executing the Indenture shall constitute conclusive evidence of
their approval and the Authority's approval thereof.
Section 3. Bonds as Limited Obligations. The Bonds and the interest thereon shall be
special, limited obligations of the Authority payable solely out of the revenues derived by the Authority
from the Financing Agreement described below, and such revenues shall be pledged and assigned to the
Trustee named below as security for the payment of the Bonds as provided in the Indenture. THE
BONDS DO NOT CONSTITUTE A GENERAL OBLIGATION OF THE AUTHORITY OR THE CITY
AND DO NOT CONSTITUTE AN INDEBTEDNESS OF THE AUTHORITY, THE STATE OF
MISSOURI (THE "STATE") OR ANY POLITICAL SUBDIVISION THEREOF WITHIN THE
MEANING OF ANY CONSTITUTIONAL OR STATUTORY PROVISION OR LIMITATION.
NEITHER THE FULL FAITH AND CREDIT NOR THE TAXING POWERS OF THE AUTHORITY,
THE STATE OR ANY POLITICAL SUBDIVISION THEREOF IS PLEDGED TO THE PAYMENT OF
THE PRINCIPAL OF OR INTEREST ON THE BONDS. THE ISSUANCE OF THE BONDS SHALL
NOT, DIRECTLY, INDIRECTLY OR CONTINGENTLY, OBLIGATE THE AUTHORITY, THE
STATE OR ANY POLITICAL SUBDIVISION THEREOF TO LEVY ANY FORM OF TAXATION
THEREFOR OR TO MAKE ANY APPROPRIATION FOR THEIR PAYMENT. THE AUTHORITY
14AS NO TAXING POWER.
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Section 4. Authorization and Approval of Documents. The following documents are
hereby approved in substantially the forms presented to and reviewed by the Authority at this meeting
(copies of which documents shall be filed in the records of the Authority), and the Authority is hereby
authorized to execute and deliver each of such documents to which the Authority is a party (the
"Authority Documents") with such changes therein as shall be approved by the officers of the Authority
executing such documents, such officers' signatures thereon being conclusive evidence of their approval
and the Authority's approval thereof:
(a) Bond Trust Indenture (the "Indenture") between the Authority and UMB Bank,
N.A. (the "Trustee"), providing for the issuance thereunder of the Bonds and setting forth the
terms and provisions applicable to the Bonds, including a pledge and assignment by the Authority
of the Trust Estate to the Trustee for the benefit and security of the owners of the Bonds upon the
terms and conditions as set forth in the Indenture.
(b) Financing Agreement (the "Financing Agreement"), both between the Authority
and the City under which the Authority will loan the proceeds from the sale of the Bonds to the
City for the purposes herein described in consideration of payments which will be sufficient to
pay the principal of, redemption premium, if any,purchase price and interest on the Bonds.
(c) Tax Compliance Agreement (the "Tax Compliance Agreement"), among the
Authority, the City and the Trustee, entered in order to set forth certain representations, facts,
expectations, terms and conditions relating to the use and investment of the proceeds of the
Bonds, to establish and maintain the exclusion of interest on the Bonds from gross income for
federal income tax purposes, and to provide guidance for complying with the arbitrage rebate
provisions of Code § 148(f).
(d) Bond Purchase Agreement (the `Bond Purchase Agreement") among the
Authority, the City and the Underwriter, entered into in connection with the sale of the Bonds by
the Underwriter.
(e) Cooperation Agreement (the "Cooperation Agreement") among the City, Platte
County, Missouri, Riverside-Quindaro Bend Levee District of Platte County, Missouri, the
Authority and UMB Bank,N.A., entered into in connection with the issuance of the Bonds.
Section 5. Approval of Preliminary Official Statement; Preliminary Official Statement
Deemed Final. The Preliminary Official Statement and the final Official Statement, in substantially the
form of the Preliminary Official Statement with such changes and additions thereto as are necessary to
conform to and describe the transaction, and the public distribution of the same by the Underwriter are
hereby approved for use in connection with the Bonds. The Authority has not participated in the
preparation of the Preliminary Official Statement or in the final Official Statement and has not verified
the accuracy of the information therein, other than information respecting the Authority under the
captions"THE AUTHORITY" and "LITIGATION—The Authority". Accordingly, such approvals do not
constitute approval by the Authority of such information or a representation by the Authority as to the
completeness or accuracy of the information contained therein. For the purpose of enabling the
Underwriter to comply with the requirements of Rule 15c2-12(b)(I) of the Securities and Exchange
Commission, the Authority hereby deems the information regarding the Authority contained in the
Preliminary Official Statement under the captions "THE AUTHORITY" and "LITIGATION—The
Authority"to be"final" as of its date, except for the omission of such information as is permitted by Rule
15c2-12(b)(1), and the appropriate officers of the Authority are hereby authorized, if requested,to provide
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the purchaser a letter or certification to such effect and to take such other actions or execute such other
documents as such officers in their reasonable judgment deem necessary to enable the purchaser to
comply with the requirements of such Rule.
Section 6. Execution of Bonds and Documents. The President or Vice President of the
Authority is hereby authorized and directed to execute the Bonds by manual or facsimile signature and to
deliver the Bonds to the Trustee for authentication for and on behalf of and as the act and deed of the
Authority in the manner provided in the Indenture. The President or Vice President of the Authority is
hereby authorized and directed to execute, deliver and/or endorse the Authority Documents for and on
behalf of and as the act and deed of the Authority. The Secretary or Assistant Secretary of the Authority
is hereby authorized and directed to attest to the Bonds by manual or facsimile signature, to the Authority
Documents and to such other documents, certificates and instruments as may be necessary or desirable to
carry out and comply with the intent of this Resolution.
Section 7. Final Terms Committee. The Authority does hereby establish a Final Terms
Committee for the Bonds (the "Committee") to consist of the Mayor of the City or other authorized
representative of the City, the President, Vice President or other authorized official of the Authority, and
an authorized representative of the Underwriter, which Committee, acting unanimously, subject to
Section 2 hereof, is hereby authorized, for and on behalf of the Authority, to establish for the Bonds (a)
the aggregate principal amount thereof, (b) the principal maturity dates thereof and the aggregate
principal amount thereof maturing on such dates, including a final maturity for the Bonds (c)the dates on
which the Bonds are to be redeemed pursuant to the mandatory redemption provisions of the Indenture
and the aggregate principal amount thereof to be redeemed on such dates, (d) the dates on which the
Bonds are subject to the optional redemption provisions of the Indenture and the redemption prices
thereof, and (e) the interest rates to be borne by the Bonds, all to be established consistent with the
following: On any date selected by the Committee, the Committee shall determine the lowest and best
interest rates and the most appropriate maturities, redemption terms, final principal amount and purchase
price (including any discount or premium)which, in the unanimous best judgment of the members of the
Committee at that time, would produce as nearly as possible a par bid (with such discount or premium
deemed best by the Committee)for the Bonds in the then bond market for the Bonds. The determination
of the Committee shall be conclusively evidenced by the execution by all the members thereof of the
Bond Purchase Agreement. All of said final terms shall be set forth in the Indenture as executed and
delivered and shall be within the limitations set forth in Section 2 hereof.
Section 8. Further Authority. The Authority shall, and the officers, agents and employees
of the Authority are hereby authorized and directed to, take such further action, and execute such other
documents, certificates and instruments, including, without limitation, any credit enhancement, liquidity
and security documents, arbitrage certificate, closing certificates and tax forms, as may be necessary or
desirable to carry out and comply with the intent of this Resolution, and to carry out, comply with and
perform the duties of the Authority with respect to the Bonds and the Authority Documents.
Section 9. Effective Date. This Resolution shall take effect and be in full force
immediately after its adoption by the Authority.
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Adopted by The Industrial Development Authority of the City of Riverside, Missouri, this 16th
day of June,2011.
THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE CITY OF RIVERSIDE,
MISSOURI
Q�t
(SEAL) res dent
ATTEST:
S etary
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