HomeMy WebLinkAboutResolution 2008 (30) RESOLUTION NO. )C.7.eag)
RESOLUTION AUTHORIZING THE BORROWING
OF NOT TO EXCEED $3,180,000 AND PROVIDING FOR THE ISSUANCE AND SALE OF
GENERAL OBLIGATION PROMISSORY NOTES, SERIES 2008
WHEREAS, it is necessary that funds be raised by St. Croix County, Wisconsin (the
"County ") for the purpose of paying the cost of building improvements, equipment acquisition
and related expenses including Government Center HVAC system improvements and roof
replacement and emergency communications base radio replacement (the "Project ") and there
are insufficient funds on hand to pay said costs;
WHEREAS, the County hereby finds and determines that the Project is within the
County's power to undertake and serves a "public purpose" as that term is defined in Section
67.04(1)(b) of the Wisconsin Statutes;
WHEREAS, counties are authorized by the provisions of Section 67.12(12) of the
Wisconsin Statutes to borrow money and to issue general obligation promissory notes for such
public purposes.
NOW, THEREFORE, BE IT RESOLVED by the County Board of the County that:
Section 1. Authorization of the Notes. For the purpose of paying the cost of the Project,
there shall be borrowed pursuant to Section 67.12(12) of the Wisconsin Statutes, the principal
sum of not to exceed THREE MILLION ONE HUNDRED EIGHTY THOUSAND DOLLARS
($3,180,000) from a purchaser to be determined by public sale and approved by subsequent
resolution of this County Board (the "Purchaser ").
Section 2. Sale of the Notes. The County shall offer the $3,180,000 General Obligation
Promissory Notes, Series 2008 (the "Notes ") for public sale on October 20, 2008.
Section 3. Official Notice of Sale. The County Clerk (in consultation with the County's
financial advisor, Springsted, Incorporated) shall cause an Official Notice of Sale to be prepared
and distributed and shall prepare or cause to be prepared an Official Statement pursuant to SEC
Rule 15c2 -12. Springsted, Incorporated is hereby appointed as the County's agent for purposes
of receiving and tabulating the bids received on the Notes at its offices.
Section 4. Award of the Notes. Following receipt of bids for the Notes, the County
Board shall consider taking further action with respect to the details of the Notes; to award the
Notes to the lowest responsible bidder therefor whose proposal results in the lowest true interest
cost to the County; and to levy a direct annual irrepealable tax sufficient to meet principal and
interest on the Notes as the same becomes due as required by law.
Section 5. Conflicting Resolutions; Severability; Effective Date. All prior resolutions,
rules or other actions of the County or any parts thereof in conflict with the provisions hereof
shall be, and the same are, hereby rescinded insofar as the same may so conflict. In the event
that any one or more provisions hereof shall for any reason be held to be illegal or invalid, such
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illegality or invalidity shall not affect any other provisions hereof. The foregoing shall take
effect immediately upon adoption and approval in the manner provided by law.
Offered by: Finance Committee on August 19, 2008.
NEGATIVE AFFIRMATIVE
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Duly adopted on August 19, 2008.
&
Cindy Campbell,
County Clerk
3129299_1
2
$3,180,000
St. Croix County, Wisconsin
General Obligation Promissory Notes
Series 2008A - Option 2
Sources & Uses
Dated 11/01/20081 Delivered 11/01/2008
Sources Of Funds
Par Amount of Bonds $3,180,000.00
Total Sources $3,180,000.00
Uses Of Funds
Government Center HVAC System 1,740,000.00
Government Center Roof 1,100,000.00
Emergency Communication Radio 284,000.00
Total Underwriter's Discount (0.850 %) 27,030.00
Costs of Issuance 24,750.00
Rounding 4,220.00
Total Uses $3,180,000.00
2008 GO From Notes 6X3 / SINGLE PURPOSE / 8/18/2008 / 11:57 AM
Springsted
1
$3,180,000
St. Croix County, Wisconsin
General Obligation Promissory Notes
Series 2008A - Option 2
NET DEBT SERVICE SCHEDULE
Date Principal Coupon Interest Total P +I Existing D/S Net New D/S Fiscal Total
11/01/2008 - - - - -
04/01/2009 - - 41,719.79 41,719.79 - 41,719.79
10/01/2009 - - 50,063.75 50,063.75 2,751,006.99 2,801,070.74 2,842,790.53
04/01/2010 295,000.00 2.300% 50,063.75 345,063.75 - 345,063.75
10/01/2010 - - 46,671.25 46,671.25 1,505,406.97 1,552,078.22 1,897,141.97
04/01/2011 440,000.00 2.650% 46,671.25 486,671.25 - 486,671.25
10/01/2011 - - 40,841.25 40,841.25 1,339,226.65 1,380,067.90 1,866,739.15
04/01/2012 455,000.00 3.000% 40,841.25 495,841.25 - 495,841.25
10/01/2012 - - 34,016.25 34,016.25 947,675.77 981,692.02 1,477,533.27
04/01/2013 475,000.00 3.200% 34,016.25 509,016.25 - 509,016.25
10/01/2013 - - 26,416.25 26,416.25 884,400.00 910,816.25 1,419,832.50
04/01/2014 485,000.00 3.350% 26,416.25 511,416.25 - 511,416.25
10/01/2014 - - 18,292.50 18,292.50 - 18,292.50 529,708.75
04/01/2015 505,000.00 3.450% 18,292.50 523,292.50 - 523,292.50
10/01/2015 - - 9,581.25 9,581.25 - 9,581.25 532,873.75
04/01/2016 525,000.00 3.650% 9,581.25 534,581.25 - 534,581.25
10/01/2016 - - - - - - 534,581.25
Total $3,180,000.00 - $493,484.79 $3,673,484.79 $7,427,716.38 $11,101,201.17 -
SIGNIFICANT DATES
Dated Date 11/01/2008
Delivery Date 11/01/2008
First Coupon Date 4/01/2009
Yield Statistics
Bond Year Dollars $14,895.00
Average Life 4.684 Years
Average Coupon 3.3130902%
Net Interest Cost (MC) 3.4945605%
True Interest Cost (TIC) 3.5051890%
Bond Yield for Arbitrage Purposes 3.3047509%
All Inclusive Cost (AIC) 3.6907352%
IRS Form 8038
Net Interest Cost 3.3130902%
Weighted Average Maturity 4.684 Years
2008 GO Prom Notes EXS / S1NCL E PURPOSE / 8/18/2008 / 11.41 AM
Springsted
•
Springsted Incorporated
380 Jackson Street, Suite 300
Chatfield, MN 55101 -2887
August 13, 2008 Tel: 651-223-3000
Fax: 651 -223 -3002
www.springsted.com
Ms. Michelle Pietrick
Finance Director
St. Croix County Government Center
1101 Carmichael Road
Hudson, WI 54016
Re: Recommendations for the Issuance of $3,000,000 General Obligation Promissory Notes, Series 2008A
Dear Ms. Pietrick:
We have enclosed an electronic copy of our recommendations for the above - captioned issue for distribution to
County staff as you deem appropriate. Note — These recommendations are based on a $3,000,000 issue size as was
presented to the County's Finance Committee on August 7, 2008. We understand that the Board of Supervisors may
consider amending the project costs; therefore the par amount of the Notes may change based on any amendments.
If any changes are made, we will revise the recommendations accordingly.
Included under separate cover are contract amendments for services relating to arbitrage compliance and continuing
disclosure to include this issue. Please sign and return the forms so that Springsted will be authorized to complete
calculations and reporting as may be required related to this issue.
If you should have any questions pertaining to the enclosed documents, or if you require additional copies, please do
not hesitate to contact us.
Sincerely,
e,Cmcdtiare Ufa
Christine M. Hogan
Project Manager
smc
Enclosures
Recommendations
For
St. Croix County, Wisconsin
$3,000,000
General Obligation Promissory Notes, Series 2008A
Presented to:
Mr. Roger Rebholz, Chairman
Members, County Board of Supervisors
Mr. Charles S. Whiting, Administrative Coordinator
Ms. Michelle Pietrick, Finance Director
St. Croix County
St. Croix County Government Center
1101 Carmichael Road
Hudson, WI 54016
Study No.: 000724101
SPRINGSTED Incorporated
August 13, 2008 la Springsted
RECOMMENDATIONS
Re: Recommendations for the Issuance of $3,000,000 General Obligation Promissory Notes, Series 2008A (the
"Notes" or the "Issue ")
We respectfully request your consideration of our recommendations for the above -named Issue. Note proceeds will
be used to finance various improvements to the County's Govemment Center.
We recommend the following for the Notes:
1. Action Requested To establish the date and time of receiving bids and
establish the terms and conditions of the offering.
2. Sale Date and Time Monday, October 20, 2008 at 1:00 P.M., with
consideration for award by the County Board of
Supervisors at 9:00 A.M. on Tuesday,
October 21, 2008.
3. Method of Sale The Notes will be sold using a competitive bidding
process. In the interest of obtaining as many bids as
possible, we have included a provision in the attached
Official Terms of Offering for underwriters to submit
their bid electronically through the electronic bidding
platform of PARITY ®. In addition, physical bids (by
phone or fax) will be accepted at the offices of
Springsted.
4. Authority for the Issue The Notes are being issued pursuant to Wisconsin
Statutes, Chapter 67.
5. Repayment Terms The Notes will mature annually April 1, 2010 through
April 1, 2016. Interest on the Notes will be payable
semi - annually each April 1 and October 1,
commencing on April 1, 2009.
6. Security, Source of Payment, and Payment Cycle
(a) Security The Notes will be general obligations of the County,
secured by its full faith and credit and taxing power.
(b) Source of Payment The Notes will be repaid with ad valorem property
taxes. The County will make their first levy for the
Notes in 2008 for collection in 2009. Each year's
collection of taxes will be used to make the April 1
principal and interest payment and the October 1
interest payment due in the collection year.
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7. Prepayment Provisions Due to the short term of the Notes, they will not be
callable prior to their stated maturity dates.
8. Credit Rating Comments An application will be made to Moody's Investors
Service for a rating on the Notes. The County's
general obligation debt is currently rated "Aa3 ".
9. Term Bonds We have included a provision that permits the
underwriters to combine multiple maturity years into a
term bond, subject to mandatory redemption on the
same maturity schedule provided in the Official Terms
of Offering. The advantage to the underwriter is that it
provides large blocks of bonds, which are more
attractive to bond funds, and certain pension funds.
This in turn is a benefit to the County since selling
larger blocks of bonds reduces the risk to the
underwriter, allowing them to lower their costs and the
interest coupons. Since the Notes are being offered
on a competitive bid basis and awarded on the lowest
true interest cost, the County will award the Notes to
the best bid regardless of whether term bonds are
chosen or not.
10. Federal Treasury Regulations Concerning Tax -
Exempt Obligations
(a) Bank Qualification Under Federal Tax Law, financial institutions cannot
deduct from income for federal income tax purposes,
expense that is allocable to carrying and acquiring tax -
exempt obligations. There is an exemption to this for
"bank qualified" obligations, which can be so
designated if the issuer does not issue more than
$10 million of tax - exempt obligations in a calendar
year. Issues that are bank qualified generally receive
slightly lower interest rates than issues that are not
bank qualified. Since the County anticipates borrowing
less than $10 million in 2008, the Notes are designated
as bank qualified.
(b) Arbitrage Compliance All tax - exempt issues are subject to the federal
arbitrage and rebate requirements, which require all
excess earnings created by the financing to be rebated
to the U.S. Treasury. The requirements generally
cover two categories: note proceeds and debt service
funds. There are exemptions from rebate in both of
these categories.
Page 2
(1) Rebate There is a small issuer exemption for municipalities
that issue $5 million or less of tax- exempt obligations
in a calendar year. Since the County does not expect
to issue more than $5 million in tax - exempt obligations
in 2008, the County will qualify as a small issuer and
be exempt from rebate.
The small issuer exemption does not exempt the
County from compliance with the yield restriction
requirements as described below.
(ii) Yield Restriction The County must maintain a bona fide debt service
fund for the Notes, or be subject to yield restriction.
Yield restriction requires restricting the investment
return in the debt service fund to the yield on the
Notes. A bona fide debt service fund is a fund for
which there is an equal matching of revenue to debt
service expense, with the fund spent down each year
to a carry over permitted equal to the greater of the
investment earnings in the fund during the prior year or
1/12 the debt service of the prior year.
Springsted currently provides arbitrage compliance
services to the County under a separate contract. A
contract amendment adding this Issue has been
forwarded to County Staff.
(c) Economic Life The average life of the Notes cannot exceed 120% of
• the economic life of the projects to be financed.
Proceeds of the Notes will be used to finance the
acquisition of equipment and for various capital
improvement projects that have an economic life
ranging from 3 to 20 years. The average life of the
Notes is 4.662 years. Therefore, the Notes are within
the economic fife requirements.
(d) Federal Reimbursement Regulations Federal reimbursement regulations require the County
to make a declaration, within 60 days of the actual
payment, of its intent to reimburse itself from expenses
paid prior to the receipt of Notes proceeds. It is our
understanding the County has taken whatever actions
are necessary to comply with the federal
reimbursement regulations in regards to the Notes.
11. Continuing Disclosure The Notes are subject to continuing disclosure
requirements set forth by the Securities and Exchange
Commission. The SEC rules require the underwriter of
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the Notes to provide an annual update of certain
Official Statement information and report any material
events to bond holders. The purchaser therefore
requires the County to commit to providing such
information under a continuing disclosure agreement
or "undertaking ". If the County does not enter into
such an agreement prior to the offering of the debt,
underwriters will not offer a bid to purchase the Notes.
Springsted currently provides continuing disclosure
services to the County under a separate contract. A
contract amendment adding this Issue has been
forwarded to County Staff.
12. Attachments • Sources and Uses of Funds
• Debt Service Schedules
• Official Terms of Offering
DISCUSSION
The proceeds of the Notes will be used to finance improvements to the County's Government Center including
improvements to the HVAC system and the roof. A detailed sources and uses of funds for the Notes is shown on
page 6. Page 6 shows the projected project amounts, costs of issuance and underwriter's discount. Note — These
recommendations are based on a $3,000,000 issue size as was presented to the County's Finance Committee on
August 7, 2008. We understand that the Board of Supervisors may consider amending the project costs; therefore
the par amount of the Notes may change based on any amendments. If any changes are made, we will revise the
recommendations accordingly.
The Notes will be repaid from ad valorem tax levies. The County will make their first levy for the Notes in 2008 for
collection in 2009. Each year's collection of taxes will be used to make the principal and interest payment due April 1
and the interest payment due on October 1 in the collection year.
Per direction from County staff, the Notes have been structured around the County's existing debt service. The
County wanted to minimize any additional debt service in 2009; therefore, the Notes will have interest only payments
in 2009 with principal due beginning in 2010 for a term of 7 years. The amortization schedule on page 7 provides a
gradual overall decrease in the County's total levy requirement until which time the existing debt service drops off in
2013. This structuring will provide the County with its desired flexibility for possible future debt issues to fund
additional projects.
Page 4
We appreciate the opportunity to be of service again to St. Croix County.
Respectfully submitted,
" '
SPRINGSTED Incorporated
CMH
smc
Page 5
$3,000,000
St. Croix County, Wisconsin
General Obligation Promissory Notes
Series 2008A
Sources & Uses
Dated 11/01/2008 1 Delivered 11/01/2008
Sources Of Funds
Par Amount of Bonds $3,000,000.00
Total Sources
$3,000,000.00
Uses Of Funds
Govemment Center HVAC System 1,672,500.00
Govemment Center Roof 990,000.00
Contingency 287,250.00
Total Underwriter's Discount (0.850 %) 25,500.00
Costs of Issuance 24,750.00
Total Uses
$3,000,000.00
2008 GO frwn Notes E? / SVGLE PLW OSE / 8/ 3/2008 / 1214 PM
t y '�
Springsted
Page 6
e
$3,000,000
St. Croix County, Wisconsin
General Obligation Promissory Notes
Series 2008A
NET DEBT SERVICE SCHEDULE
Date Principal Coupon Interest Total P +I Existing D/S Net New D/S Fiscal Total
11/01/2008 - - - - - - -
04/01/2009 - - 39,286.46 39,286.46 - 39,286.46 -
10/01/2009 - - 47,143.75 47,143.75 2,751,006.99 2,798,150.74 2,837,437.20
04/01/2010 295,000.00 2.300% 47,143.75 342,143.75 - 342,143.75 -
10/01/2010 - - 43,751.25 43,751.25 1,505,406.97 1,549,158.22 1,891,301.97
04/01/2011 415,000.00 2.650% 43,751.25 458,751.25 - 458,751.25 -
10/01/2011 - - 38,252.50 38,252.50 1,339,226.65 1,377,479.15 1,836,230.40
04/01/2012 425,000.00 3.000% 38,252.50 463,252.50 - 463,252.50 -
10/01/2012 - - 31,877.50 31,877.50 947,675.77 979,553.27 1,442,805.77
04/01/2013 445,000.00 3.200% 31,877.50 476,877.50 - 476,877.50 -
10/01/2013 - - 24,757.50 24,757.50 884,400.00 909,157.50 1,386,035.00
04/01/2014 455,000.00 3.350% 24,757.50 479,757.50 - 479,757.50 -
10/01/2014 - - 17,136.25 17,136.25 - 17,136.25 496,893.75
04/01/2015 475,000.00 3.450% 17,136.25 492,136.25 - 492,136.25 -
10/01/2015 - - 8,942.50 8,942.50 - 8,942.50 501,078.75
04/01/2016 490,000.00 3.650% 8,942.50 498,942.50 - 498,942.50 -
10/01/2016 - - - - - - 498,942.50
Total $3,000,000.00 - $463,008.96 $3,463,008.96 $7,427,716.38 $10,890,725.34 -
SIGNIFICANT DATES
Dated Date 11/01/2008
Delivery Date 11/01/2008
First Coupon Date 4/01/2009
Yield Statistics
Bond Year Dollars $13,985.00
Average Life 4.662 Years
Average Coupon 3.3107541%
Net Interest Cost (NIC) 3.4930923%
True Interest Cost (TIC) 3.5036583%
Bond Yield for Arbitrage Purposes 3.3023104%
All Inclusive Cost (AIC) 3.7012988%
IRS Form 8038
Net Interest Cost 3.3107541%
Weighted Average Maturity 4.662 Years
2008 CO from Notes 612 / SINGLE PURPOSE / 8/ 5/2008 / !2. PM
Springsted
Page 7
OFFICIAL TERMS OF OFFERING
$3,000,000
ST. CROIX COUNTY, WISCONSIN
GENERAL OBLIGATION PROMISSORY NOTES, SERIES 2008A
(BOOK ENTRY ONLY)
Bids for the Notes will be received on Monday, October 20, 2008, until 1:00 P.M., Central Time,
at the offices of Springsted Incorporated, 380 Jackson Street, Suite 300, Saint Paul, Minnesota,
after which time they will be opened and tabulated. Consideration for award of the Notes will be
by the County Board of Supervisors at 9:00 A.M., Central Time, on Tuesday, October 21, 2008.
SUBMISSION OF BIDS
Springsted will assume no liability for the inability of the bidder to reach Springsted prior to the
time of sale specified above. All bidders are advised that each Bid shall be deemed to
constitute a contract between the bidder and the County to purchase the Notes regardless of
the manner by which the Bid is submitted.
(a) Sealed Bidding. Bids may be submitted in a sealed envelope or by fax (651) 223 -3046 to
Springsted. Signed Bids, without final price or coupons, may be submitted to Springsted prior to
the time of sale. The bidder shall be responsible for submitting to Springsted the final Bid price
and coupons, by telephone (651) 223 -3000 or fax (651) 223 -3046 for inclusion in the submitted
Bid.
OR
(b) Electronic Bidding. Notice is hereby given that electronic bids will be received via
PARITY For purposes of the electronic bidding process, the time as maintained by PARITY
shall constitute the official time with respect to all Bids submitted to PARITY Each bidder shall
be solely responsible for making necessary arrangements to access PARITY for purposes of
submitting its electronic Bid in a timely manner and in compliance with the requirements of the
Official Terms of Offering. Neither the County, its agents nor PARITY shall have any duty or
obligation to undertake registration to bid for any prospective bidder or to provide or ensure
electronic access to any qualified prospective bidder, and neither the County, its agents nor
PARITY shall be responsible for a bidder's failure to register to bid or for any failure in the
proper operation of, or have any liability for any delays or interruptions of or any damages
caused by the services of PARITY The County is using the services of PARITY solely as a
communication mechanism to conduct the electronic bidding for the Notes, and PARITY is not
an agent of the County.
If any provisions of this Official Terms of Offering conflict with information provided by PARITY
this Official Terms of Offering shall control. Further information about PARITY including any
fee charged, may be obtained from:
PARITY ® , 1359 Broadway, 2nd Floor, New York, New York 10018
Customer Support: (212) 849 -5000
Page 8
DETAILS OF THE NOTES
The Notes will be dated November 1, 2008, as the date of original issue, and will bear interest
payable on April 1 and October 1 of each year, commencing April 1, 2009. Interest will be
computed on the basis of a 360 -day year of twelve 30 -day months.
The Notes will mature April 1 in the years and amounts as follows:
2010 $295,000 2013 $445,000 2015 $475,000
2011 $415,000 2014 $455,000 2016 $490,000
2012 $425,000
Bids for the Notes may contain a maturity schedule providing for a combination of serial bonds
and term bonds. All term bonds shall be subject to mandatory sinking fund redemption at a
price of par plus accrued interest to the date of redemption and must conform to the maturity
schedule set forth above. In order to designate term bonds, the bid must specify "Years of Term
Maturities" in the spaces provided on the Bid Form.
BOOK ENTRY SYSTEM
The Notes will be issued by means of a book entry system with no physical distribution of Notes
made to the public. The Notes will be issued in fully registered form and one Note, representing
the aggregate principal amount of the Notes maturing in each year, will be registered in the
name of Cede & Co. as nominee of The Depository Trust Company ( "DTC "), New York, New
York, which will act as securities depository of the Notes. Individual purchases of the Notes
may be made in the principal amount of $5,000 or any multiple thereof of a single maturity
through book entries made on the books and records of DTC and its participants. Principal and
interest are payable by the registrar to DTC or its nominee as registered owner of the Notes.
Transfer of principal and interest payments to participants of DTC will be the responsibility of
DTC; transfer of principal and interest payments to beneficial owners by participants will be the
responsibility of such participants and other nominees of beneficial owners. The purchaser, as
a condition of delivery of the Notes, will be required to deposit the Notes with DTC.
FISCAL AGENT /REGISTRAR
The County will name the fiscal agent, which will act as registrar and shall be subject to
applicable SEC regulations. The County will pay for the services of the fiscal agent/registrar.
OPTIONAL REDEMPTION
The Notes will not be subject to payment in advance of their respective stated maturity dates.
SECURITY AND PURPOSE
The Notes will be general obligations of the County for which the County will pledge its full faith
and credit and power to levy direct general ad valorem taxes. The proceeds will be used to
finance improvements to the County's Government Center.
TYPE OF BID
Bids shall be for not Tess than $2,974,500 and accrued interest on the total principal amount of
the Notes. Bids shall be accompanied by a Good Faith Deposit ( "Deposit ") in the form of a
certified or cashier's check or a Financial Surety Bond in the amount of $30,000, payable to the
order of the County. If a check is used, it must accompany the bid. If a Financial Surety Bond
is used, it must be from an insurance company licensed to issue such a bond in the State of
Wisconsin, and preapproved by the County. Such bond must be submitted to Springsted
Page 9
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Incorporated prior to the opening of the bids. The Financial Surety Bond must identify each
bidder whose Deposit is guaranteed by such Financial Surety Bond. If the Notes are awarded
to a bidder using a Financial Surety Bond, then that purchaser is required to submit its Deposit
to Springsted Incorporated in the form of a certified or cashier's check or wire transfer as
instructed by Springsted Incorporated not later than 3:30 P.M., Central Time, on the next
business day following the award. If such Deposit is not received by that time, the Financial
Surety Bond may be drawn by the County to satisfy the Deposit requirement. The Deposit
received from the purchaser, the amount of which will be deducted at settlement, will be
deposited by the County and no interest will accrue to the purchaser. In the event the
purchaser fails to comply with the accepted bid, said amount will be retained by the County. No
bid can be withdrawn after the time set for receiving bids unless the meeting of the County
scheduled for award of the Notes is adjourned, recessed, or continued to another date
without award of the Notes having been made. Rates shall be in integral multiples of 5/100 or
1/8 of 1 %. Rates are not required to be in level or ascending order; however, the rate for any
maturity cannot be more than 1% lower than the highest rate of any of the preceding maturities.
Notes of the same maturity shall bear a single rate from the date of the Notes to the date of
maturity. No conditional bid will be accepted.
AWARD
The Notes will be awarded to the bidder offering the lowest interest rate to be determined on a
true interest cost (TIC) basis. The County's computation of the interest rate of each bid, in
accordance with customary practice, will be controlling.
The County will reserve the right to: (i) waive non - substantive informalities of any bid or of
matters relating to the receipt of bids and award of the Notes, (ii) reject all bids without cause,
and (iii) reject any bid that the County determines to have failed to comply with the terms herein.
BOND INSURANCE AT PURCHASER'S OPTION
If the Notes qualify for issuance of any policy of municipal bond insurance or commitment
therefor at the option of the bidder, the purchase of any such insurance policy or the issuance of
any such commitment shall be at the sole option and expense of the purchaser of the Notes.
Any increased costs of issuance of the Notes resulting from such purchase of insurance shall
be paid by the purchaser, except that, if the County has requested and received a rating on the
Notes from a rating agency, the County will pay that rating fee. Any other rating agency fees
shall be the responsibility of the purchaser.
Failure of the municipal bond insurer to issue the policy after Notes have been awarded to the
purchaser shall not constitute cause for failure or refusal by the purchaser to accept delivery on
the Notes.
CUSIP NUMBERS
If the Notes qualify for assignment of CUSIP numbers such numbers will be printed on the
Notes, but neither the failure to print such numbers on any Note nor any error with respect
thereto will constitute cause for failure or refusal by the purchaser to accept delivery of the
Notes. The CUSIP Service Bureau charge for the assignment of CUSIP identification numbers
shall be paid by the purchaser.
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•
•
SETTLEMENT
Within 40 days following the date of their award, the Notes will be delivered without cost to the
purchaser through DTC in New York, New York. Delivery will be subject to receipt by the
purchaser of an approving legal opinion of Godfrey & Kahn, S.C. of Milwaukee, Wisconsin, and
of customary closing papers, including a no- litigation certificate. On the date of settlement,
payment for the Notes shall be made in federal, or equivalent, funds that shall be received at the
offices of the County or its designee not later than 12:00 Noon, Central Time. Unless
compliance with the terms of payment for the Notes has been made impossible by action of the
County, or its agents, the purchaser shall be liable to the County for any loss suffered by the
County by reason of the purchaser's non - compliance with said terms for payment.
CONTINUING DISCLOSURE
In order to assist bidders in complying with SEC Rule 15c2 -12, as amended, the County will
undertake, pursuant to the Award Resolution, to provide annual reports and timely notice of
certain events for the benefit of holders of the Notes. A description of these details and terms of
the undertaking is set forth in the Official Statement.
OFFICIAL STATEMENT
The County has authorized the preparation of an Official Statement containing pertinent
information relative to the Notes, and said Official Statement will serve as a nearly -final Official
Statement within the meaning of Rule 15c2 -12 of the Securities and Exchange Commission.
For copies of the Official Statement and the Official Bid Form or for any additional information
prior to sale, any prospective purchaser is referred to the Financial Advisor to the County,
Springsted Incorporated, 380 Jackson Street, Suite 300, Saint Paul, Minnesota 55101,
telephone (651) 223 -3000.
The Official Statement, when further supplemented by an addendum or addenda specifying the
maturity dates, principal amounts and interest rates of the Notes, together with any other
information required by law, shall constitute a "Final Official Statement" of the County with
respect to the Notes, as that term is defined in Rule 15c2 -12. By awarding the Notes to any
underwriter or underwriting syndicate submitting an Official Bid Form therefor, the County
agrees that, no more than seven business days after the date of such award, it shall provide
without cost to the senior managing underwriter of the syndicate to which the Notes are
awarded 120 copies of the Official Statement and the addendum or addenda described above.
The County designates the senior managing underwriter of the syndicate to which the Notes are
awarded as its agent for purposes of distributing copies of the Final Official Statement to each
Participating Underwriter. Any underwriter executing and delivering an Official Bid Form with
respect to the Notes agrees thereby that if its bid is accepted by the County (i) it shall accept
such designation and (ii) it shall enter into a contractual relationship with all Participating
Underwriters of the Notes for purposes of assuring the receipt by each such Participating
Underwriter of the Final Official Statement.
Dated August 19, 2008 BY ORDER OF THE COUNTY BOARD OF SUPERVISORS
/s/ Roger Rebholz
Chairman
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