HomeMy WebLinkAboutResolutions - 2001.05.24 - 26537Miscellaneous Resolution #01139 May 24, 2001
BY: FINANCE COMMITTEE, SUE ANN DOUGLAS, CHAIRPERSON
IN RE: COUNTY TREASURER - RESOLUTION TO AUTHORIZE OAKLAND COUNTY REFUNDING
BONDS, EVERGREEN-FARMINGTON SEWAGE DISPOSAL SYSTEM (PERMANENT METER &
INTERCEPTOR REHABILITATION)
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Mr. Chairperson, Ladies and Gentlemen:
WHEREAS, pursuant to the provisions of Act No. 342, Public Acts of
Michigan, 1939, as amended ("Act 342" ), the County of Oakland (the
" County" )has issued its Evergreen-Farmington Sewage Disposal System Bonds
(Permanent Meter & Interceptor Rehabilitation), dated November 1, 1991 (the
"Prior Bonds" ), in the original principal amount of $4,085,000 to defray
part of the cost of acquiring and constructing certain improvements to the
Evergreen and Farmington Sewage Disposal System pursuant to certain contracts
(the " Contracts" ) among the City of Birmingham, the City of Bloomfield
Hills, the City of Farmington Hills, the City of Lathrup Village, the City of
Orchard Lake Village, the City of Southfield„ the Charter Township of
Bloomfield, the Charter Township of West Bloomfield, the Village of Beverly
Hills, and the Village of Franklin (the "Municipalities" ) the City of Auburn
Hills, the City of Farmington, the City of Keego Harbor, the City of Troy,
the Village of Bingham Farms and the County of Oakland (" the " County" ); and
WHEREAS, the Prior Bonds remain outstanding in the aggregate principal
amount of $2,750,000 mature in various principal amounts on May 1 in the
years 2002 through 2010 and bear interest at rates per annum that vary from
3.50% to 6.50%;and
WHEREAS, Chapter VI of Act No. 202, Public Acts of Michigan, 1943, as
amended ("Act 202" ) authorizes the County to refund all or any part of its
funded indebtedness; and
WHEREAS, the County has received or will receive requests from the
Municipalities to refund all or part of the outstanding Prior Bonds; and
WHEREAS, it is in the best interests of the County and the
Municipalities that the Prior Bonds maturing in the years 2002 through 2009
be refunded.
NOW, THEREFORE, BE IT RESOLVED:
1. AUTHORIZATION OF BONDS-PURPOSE. Bonds of the County (the
" Refunding Bonds" ) aggregating the principal sum of not to exceed Two
Million Six Hundred and Fifty Thousand Dollars ($2,650,000) shall be issued
and sold pursuant to the provisions of Act 202, and other applicable
statutory provisions, for the purpose of refunding all or part of the
outstanding Prior Bonds maturing in the years 2002 through 2009.
2. BOND DETAILS. The Refunding Bonds shall be designated Oakland
County Refunding Bonds, Evergreen-Farmington Sewage Disposal System
(Permanent Meter & Interceptor Rehabilitation), Series 2001; shall be in the
principal amount and shall be dated as of such date as shall be determined by
County Drain Commissioner as County Agency at the time of sale; shall be
numbered from 1 upwards; shall be fully registered; shall be in the
denomination of $5,000 each or any integral multiple thereof not exceeding
FINANCE COMMITTEE:
Motion carried unanimously on a roll call vote with Friedman Appel and Melton
absent.
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the aggregate principal amount for each maturity at the option of the
purchaser thereof; shall bear interest at a rate or rates not exceeding 6%
per annum to be determined upon the sale thereof payable on such dates as
shall be determined at the time of sale; and shall mature on such dates and
in such amounts as shall be determined at the time of sale.
3. PAYMENT OF PRINCIPAL AND INTEREST. The principal of and interest
on the Refunding Bonds shall be payable in lawful money of the United
States. Principal shall be payable upon presentation and surrender of the
bonds to the bond registrar and paying agent as they severally mature.
Interest shall be paid to the registered owner of each bond as shown on the
registration books at the close of business on the fifteenth day of the
calendar month preceding the month in which the interest payment is due.
Interest shall be paid when due by check or draft drawn upon and mailed by
the bond registrar and paying agent to the registered owner at the registered
address.
4. BOOK-ENTRY SYSTEM. Initially, one fully-registered bond for each
maturity, in the aggregate amount of such maturity, shall be issued in the
name of Cede & Co., as nominee of The Depository Trust Company (" DTC" ) for
the benefit of other parties (the " Participants" ) in the book-entry-only
transfer system of DTC. In the event the County determines that it is in the
best interest of the County not to continue the book-entry system of transfer
or that the interests of the holders of the bonds might be adversely affected
if the book-entry system of transfer is continued, the County may notify DTC
and the bond registrar and paying agent, whereupon DTC will notify the
Participants of the availability through DTC of bond certificates. In such
event the bond registrar and paying agent shall deliver, transfer and
exchange bond certificates as requested by DTC and any Participant or
" beneficial owner" in appropriate amounts in accordance with this
Resolution. DTC may determine to discontinue providing its services with
respect to the bonds at any time by giving notice to the County and the bond
registrar and paying agent and discharging its responsibilities with respect
thereto under applicable law or the County may determine that DTC is
incapable of discharging its duties and may so advise DTC. In either such
event, the County shall use reasonable efforts to locate another securities
depository. Under such circumstances (if there is no successor securities
depository), the County and the bond registrar and paying agent shall be
obligated to deliver bond certificates in accordance with the procedures
established by this Resolution. In the event bond certificates are issued,
the provisions of this Resolution shall apply to, among other things, the
transfer and exchange of such certificates and the method of payment of
principal of and interest on such certificates. Whenever DTC requests the
County and the bond registrar and paying agent to do so, the County and the
bond registrar and paying agent shall cooperate with DTC in taking
appropriate action after reasonable notice to make available one or more
separate certificates evidencing the bonds to any Participant having bonds
certified to its DTC account or to arrange for another securities depository
to maintain custody of certificates evidencing the bonds.
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Notwithstanding any other provision of this Resolution to the contrary,
so long as any bond is registered in the name of Cede & Co., as nominee of
DTC, all payments with respect to the principal of, interest on and
redemption premium, if any, on such bonds and all notices with respect to the
bonds shall be made and given, respectively, to DTC as provided in the Letter
of Representations relating to the bonds among DTC, the County and the bond
registrar and paying agent. The County Agency or the County Treasurer is
authorized to sign the Letter of Representations on behalf of the County, in
such form as the County Agency or the County Treasurer deems necessary or
appropriate in order to accomplish the issuance of the bonds in accordance
with law an this Resolution.
5. PRIOR REDEMPTION. The Refunding Bonds shall be subject to
redemption prior to maturity upon such terms and conditions as shall be
determined at the time of sale.
6. BOND REGISTRAR AND PAYING AGENT. The County Treasurer shall
designate and enter into an agreement with a bond registrar and paying agent
for the Refunding Bonds that shall be a bank or trust company located in the
State of Michigan that is qualified to act in such capacity under the laws of
the United States of America or the State of Michigan. The Treasurer may
from time to time as required designate a similarly qualified successor bond
registrar and paying agent.
7. EXECUTION, AUTHENTICATION AND DELIVERY OF BONDS. The Refunding
Bonds shall be executed in the name of the County by the facsimile signatures
of the Chairman of the Board of Commissioners and the County Clerk and
authenticated by the manual signature of an authorized representative of the
bond registrar and paying agent, and the seal of the County (or a facsimile
thereof) shall be impressed or imprinted on the Refunding Bonds. After the
Refunding Bonds have been executed and authenticated, they shall be delivered
by the County Treasurer to the purchaser upon receipt of the purchase price.
Additional Refunding Bonds bearing the facsimile signatures of the Chairman
of the Board of Commissioners and the County Clerk and upon which the seal of
the County (or a facsimile thereof) is impressed or imprinted may be
delivered to the bond registrar and paying agent for authentication and
delivery in connection with the exchange or transfer of the Refunding Bonds.
The bond registrar and paying agent shall indicate on each Refunding Bond the
date of its authentication.
8. EXCHANGE AND TRANSFER OF BONDS. Any Refunding Bond, upon
surrender thereof to the bond registrar and paying agent with a written
instrument of transfer satisfactory to the bond registrar and paying agent
duly executed by the registered owner or his duly authorized attorney, at the
option of the registered owner thereof, may be exchanged for Refunding Bonds
of any other authorized denominations of the same aggregate principal amount
and maturity date and bearing the same rate of interest as the surrendered
Refunding Bond.
Each Refunding Bond shall be transferable only upon the books of the
County, which shall be kept for that purpose by the bond registrar and paying
agent, upon surrender of such Refunding Bond together with a written
instrument of transfer satisfactory to the bond registrar and paying agent
duly executed by the registered owner or his duly authorized attorney.
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Upon the exchange or transfer of any Refunding Bond, the bond registrar
and paying agent on behalf of the County shall cancel the surrendered
Refunding Bond and shall authenticate and deliver to the transferee a new
Refunding Bond or Bonds of any authorized denomination of the same aggregate
principal amount and maturity date and bearing the same rate of interest as
the surrendered Refunding Bond. If, at the time the bond registrar and
paying agent authenticates and delivers a new Refunding Bond pursuant to this
section, payment of interest on the Refunding Bonds is in default, the bond
registrar and paying agent shall endorse upon the new Refunding Bond the
following: " Payment of interest on this bond is in default. The last date
to which interest has been paid is ."
The County and the bond registrar and paying agent may deem and treat
the person in whose name any Refunding Bond shall be registered upon the
books of the County as the absolute owner of such Refunding Bond, whether
such Refunding Bond shall be overdue or not, for the purpose of receiving
payment of the principal of and interest on such Refunding Bond and for all
other purposes, and all payments made to any such registered owner, or upon
his order, in accordance with the provisions of Section 3 of this resolution
shall be valid and effectual to satisfy and discharge the liability upon such
Refunding Bond to the extent of the sum or sums so paid, and neither the
County nor the bond registrar and paying agent shall be affected by any
notice to the contrary. The County agrees to indemnify and save the bond
registrar and paying agent harmless from and against any and all loss, cost,
charge, expense, judgment or liability incurred by it, acting in good faith
and without negligence hereunder, in so treating such registered owner.
For every exchange or transfer of Refunding Bonds, the County or the
bond registrar and paying agent may make a charge sufficient to reimburse it
for any tax, fee or other governmental charge required to be paid with
respect to such exchange or transfer, which sum or sums shall be paid by the
person requesting such exchange or transfer as a condition precedent to the
exercise of the privilege of making such exchange or transfer.
The bond registrar and paying agent shall not be required to transfer
or exchange Refunding Bonds or portions of Refunding Bonds that have been
selected for redemption.
9. FORM OF BONDS. The Refunding Bonds shall be in substantially the
following form:
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UNITED STATES OF AMERICA
STATE OF MICHIGAN
COUNTY OF OAKLAND
OAKLAND COUNTY REFUNDING BOND
EVERGREEN-FARMINGTON SEWAGE DISPOSAL SYSTEM
(PERMANENT METER & INTERCEPTOR REHABILITATION), SERIES 2001
INTEREST RATE MATURITY DATE DATE OF ORIGINAL ISSUE CUSIP
Registered Owner:
Principal Amount:
The County of Oakland, State of Michigan (the " County" ), acknowledges
itself indebted to, and for value received, hereby promises to pay to the
Registered Owner identified above, or registered assigns, the Principal
Amount set forth above on the Maturity Date specified above, unless redeemed
prior thereto as herein provided, upon presentation and surrender of this
refunding bond at the bond
registrar and paying agent, or at such successor bond registrar and paying
agent as may be designated pursuant to the Resolution, and to pay to the
Registered Owner as shown on the registration books at the close of business
on the 15 th day of the calendar month preceding the month in which and
interest payment is due, by check or draft drawn upon and mailed by the bond
registrar and paying agent by first class mail postage prepaid to the
Registered Owner at the registered address, interest on such Principal Amount
from , or such later date through which interest has been
paid until the County's obligation with respect to the payment of such
Principal Amount is discharged, at the rate per annum specified above.
Interest is payable on the first days of May and November in each year,
commencing on 1, . Principal and interest are payable in
lawful money of the United States of America.
This refunding bond is one of a series of refunding bonds aggregating
the principal sum of Dollars ($ ) issued by
the County under and pursuant to and in full conformity with the Constitution
and Statutes of Michigan (especially Act No. 202, Public Acts of 1943, as
amended) and a resolution adopted by the Board of Commissioners of the County
(the " Resolution" ) and an order of the Drain Commissioner of the County as
County Agency for the purpose of refunding the outstanding Evergreen-
Farmington Sewage Disposal System Bonds (Permanent Meter & Interceptor
Rehabilitation), dated November 1, 1991, maturing in the years 2002 through
2009. The refunding bonds of this series are issued in anticipation of, and
the principal of and interest on the refunding bonds are payable from, moneys
to be received by the County from the City of Birmingham, the City of
Bloomfield Hills, the City of Farmington Hills, the City of Lathrup Village,
the City of Orchard Lake Village, the City of Southfield, the Charter
Township of Bloomfield, the Charter Township of West Bloomfield, the Village
of Beverly Hills and the Village of Franklin (collectively the
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"Municipalities" ) in payment of their respective obligations to the County
under certain contracts (the " Contracts" ) among the Municipalities, other
municipalities in the County, and the County. The full faith and credit of
each Municipality have been pledged for the making of its share of such
payments. As additional security for the payment of the principal of and
interest on the refunding bonds of this series, the full faith and credit of
the County have been pledged. Taxes imposed by the County are subject to
constitutional tax rate limitations.
This refunding bond is transferable, as provided in the Resolution,
only upon the books of the County kept for that purpose by the bond registrar
and paying agent, upon the surrender of this refunding bond together with a
written instrument of transfer satisfactory to the bond registrar and paying
agent duly executed by the registered owner or his attorney duly authorized
in writing. Upon the exchange or transfer of this refunding bond a new
refunding bond or refunding bonds of any authorized denomination, in the same
aggregate principal amount and of the same interest rate and maturity, shall
be authenticated and delivered to the transferee in exchange therefor as
provided in the Resolution, and upon payment of the charges, if any, therein
provided. Refunding bonds so authenticated and delivered shall be in the
denomination of $5,000 or any integral multiple thereof not exceeding the
aggregate principal amount for each maturity.
The bond registrar and paying agent shall not be required to transfer
or exchange refunding bonds or portions of refunding bonds that have been
selected for redemption.
Refunding bonds maturing prior to , are not subject to
redemption prior to maturity. Refunding bonds maturing on and after
, are subject to redemption prior to maturity at the option
of the County, in such order as shall be determined by the County, on any one
or more interest payment dates on and after . Refunding
bonds of a denomination greater than $5,000 may be partially redeemed in the
amount of $5,000 or any integral multiple thereof. If less than all of the
refunding bonds maturing in any year are to be redeemed, the refunding bonds
or portions of refunding bonds to be redeemed shall be selected by lot. The
redemption price shall be the par value of the refunding bond or portion of
the refunding bond called to be redeemed plus interest to the date fixed for
redemption.
Not less than thirty days' notice of redemption shall be given to the
registered owners of refunding bonds called to be redeemed by mail to each
registered owner at the registered address. Refunding bonds or portions of
refunding bonds called for redemption shall not bear interest on and after
the date fixed for redemption, provided funds are on hand with the bond
registrar and paying agent to redeem the same.
It is hereby certified, recited and declared that all acts, conditions
and things required to exist, happen and be performed precedent to and in the
issuance of the refunding bonds of this series, existed, have happened and
have been performed in due time, form and manner as required by law, and that
the total indebtedness of the County, including the series of refunding bonds
of which this refunding bond is one, does not exceed any constitutional or
statutory limitation.
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IN WITNESS WHEREOF, the County of Oakland, State cf Michigan, by its
Board of Commissioners, has caused this refunding bond to be executed in its
name by facsimile signatures of the Chairman of the Board of Commissioners
and the County Clerk and its corporate seal (or a facsimile thereof) to be
impressed or imprinted hereon. This refunding bond shall not be valid unless
the Certificate of Authentication has been manually executed by an authorized
representative of the bond registrar and paying agent.
COUNTY OF OAKLAND
By:
Chairman, Board of Commissioners
[SEAL]
And :
County Clerk
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CERTIFICATE OF AUTHENTICATION
This refunding bond is one of the refunding bonds described in the within
mentioned Resolution.
Bond Registrar and Paying Agent
By:
Authorized Representative
AUTHENTICATION DATE:
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ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers
unto (please print or type
name, address and taxpayer identification number of transferee) the within
refunding bond and all rights thereunder and hereby irrevocably constitutes
and appoints
attorney to transfer the within refunding bond on the books kept for
registration thereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed:
Signature(s) must be guaranteed by an eligible guarantor institution
participating in a Securities Transfer Association recognized signature
guarantee program.
[END OF REFUNDING BOND FORM]
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10. SECURITY The Refunding Bonds shall be issued in anticipation of
the payments to be made by the Municipalities pursuant to the Contracts. As
additional security the full faith and credit of the County of Oakland are
hereby pledged for the prompt payment of the principal of and interest on the
Refunding Bonds as the same shall become due. If a Municipality shall fail
to make payments to the County that are sufficient to pay its share of the
principal of and interest on the Refunding Bonds as the same shall become
due, then an amount sufficient to pay the deficiency shall be advanced from
the general fund of the County.
11. DEFEASANCE. In the event cash or direct obligations of the United
States or obligations the principal of and interest on which are guaranteed
by the United States, or a combination thereof, the principal of and interest
on which, without reinvestment, come due at times and in amounts sufficient
to pay, at maturity or irrevocable call for earlier optional redemption, the
principal of, premium if any, and interest on the Refunding Bonds or any
portion of the Refunding Bonds, shall have been deposited in trust, this Bond
Resolution shall be defeased with respect to such Refunding Bonds and the
owners of the Refunding Bonds shall have no further rights under this Bond
Resolution except to receive payment of the principal of, premium if any and
interest on the Refunding Bonds from the cash or securities deposited in
trust and the interest and gains thereon and to transfer and exchange
Refunding Bonds as provided herein.
12. PRINCIPAL AND INTEREST FUND. There shall be established for the
Refunding Bonds a Principal and Interest Fund that shall be kept in a
separate bank account. From the proceeds of the sale of the Refunding Bonds
there shall be set aside in the Principal and Interest Fund any premium and
accrued interest received from the Purchaser of the Refunding Bonds at the
time of delivery of the same. All payments received from the Municipalities
pursuant to the Contracts are pledged for the payment of the principal of and
interest on the Prior Bonds that are not refunded and the Refunding Bonds and
expenses incidental thereto and as received shall be placed in the Principal
and Interest Fund or the principal and interest fund for the Prior Bonds as
appropriate. The County Agency shall transfer moneys in the Principal and
Interest Fund to the bond registrar and paying agent for the Prior Bonds that
are not refunded and the bond registrar and payment agent for the Refunding
Bonds as necessary for the payment of the principal of and interest on such
Prior Bonds and the Refunding Bonds.
13. PAYMENT OF ISSUANCE EXPENSES-ESCROW FUND. The remainder of the
proceeds of the Refunding Bonds shall be used to pay the issuance expenses of
the Refunding Bonds and to establish and escrow fund for the Prior Bonds that
are refunded. After the issuance expenses have been paid or provided for,
the remaining proceeds shall be used to establish and escrow fund (the
" Escrow Fund" ) consisting of cash and investments in direct obligations of,
or obligations the principal of and interest on which are unconditionally
guaranteed by, the United States of America or other obligations the
principal of and interest on which are fully secured by the foregoing and
used to pay the principal of, interest on and redemption premiums on the
Prior Bonds that are refunded. The Escrow Fund shall be held by a trustee
(the " Trustee" ) in trust pursuant to an escrow agreement (the " Escrow
Agreement" ) that irrevocably shall direct the Trustee to take all necessary
steps to pay the interest on the Prior Bonds that are refunded when due and
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to call such Prior Bonds for redemption at such time
in the Escrow Agreement. The County Treasurer shall
enter into the Escrow Agreement with the Trustee on
The amounts held in the Escrow Fund shall be such
investments and the income received thereon will
reinvestment to pay the principal of, interest on and
the Prior Bonds that are refunded when due at maturity
as required by the Escrow Agreement.
as shall be determined
select the Trustee and
behalf of the County.
that the cash and the
be sufficient without
redemption premiums on
or call for redemption
14. APPROVAL OF DEPARTMENT OF TREASURY. The issuance and sale of the
Refunding Bonds shall be subject to permission being granted therefor by the
Department of Treasury of the State of Michigan and the County Agency, the
County Treasurer, the County Bond Counsel, or a representative of Municipal
Financial Consultants Incorporated, the financial consultant for the County,
shall make application to the Department of Treasury for permission to issue
and sell the Refunding Bonds as provided by the terms of this resolution.
15. SALE, ISSUANCE, DELIVERY, TRANSFER AND EXCHANGE OF BONDS. The
County Agency shall determine the principal amount of the Refunding Bonds to
be sold and shall determine the other bond details as described in Section 2
hereof and the terms and conditions for prior redemption as described in
Section 5 hereof. The County Agency shall prescribe the form of Notice of
Sale for the Refunding Bonds and shall publish the notice in accordance with
law in a publication to be selected by the County Agency. The County Agency
and the County Treasurer and other County officials are authorized to do all
things necessary to effectuate the sale, issuance, delivery, transfer and
exchange of the Refunding Bonds in accordance with the provisions of this
resolution.
16. REPLACEMENT OF BONDS. Upon receipt by the County Treasurer of
proof of ownership of an unmatured Refunding Bond, of satisfactory evidence
that the Refunding Bond has been lost, apparently destroyed or wrongfully
taken and of security or indemnity that complies with applicable law and is
satisfactory to the Treasurer, the Treasurer may authorize the bond registrar
and paying agent to deliver a new executed Refunding Bond to replace the bond
lost, apparently destroyed or wrongfully taken in compliance with applicable
law. In the event and outstanding matured Refunding Bond is lost, apparently
destroyed or wrongfully taken, the Treasurer may authorize the bond registrar
and paying agent to pay the Refunding Bond without presentation upon the
receipt of the same documentation required for the delivery of a replacement
Refunding Bond. The bond registrar and paying agent for each new Refunding
Bond delivered or paid without presentation as provided above, shall require
the payment of expenses, including counsel fees, that may be incurred by the
bond registrar and paying agent and the County in the premises. Any
Refunding Bond delivered pursuant the provisions of this Section 16 in lieu
of any Refunding Bond lost, apparently destroyed or wrongfully taken shall be
of the same form and tenor and be secured in the same manner as the Refunding
Bond in substitution for which such Refunding Bond was delivered.
17. TAX COVENANT. The County covenants to comply with all
requirements of the Internal Revenue Code of 1986, as amended, necessary to
assure that the interest on the Refunding Bonds will be and will remain
excludable from gross income for federal income tax purposes. The county
Agency is authorized to do all things necessary to assure that the interest
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Advertise Bonds for Sale and Mail
Official Statement
Bond Sale
Drain Commissioner Awards Bonds
Bond Delivery
June 29, 2001
July 10, 2001
July 10, 2001
July , 2001
OAKLAND COUNTY DRAIN COMMISSIONER
OAKLAND COUNTY REFUNDING BONDS,
EVERGREEN-FARMINGTON SEWAGE DISPOSAL SYSTEM
(PERMANENT METER & INTERCEPTOR REHABILITATION), SERIES 2001
Maximum Amount of Bonds: $2,650,000
TIMETABLE
Action Date
Local Municipalities Approve Refunding
Memorandum from the Drain Commissioner
Describing the Project
Oakland County Planning and Building
Committee Waiver Approving Refunding
Oakland County Finance Committee
Approves Refunding
Oakland County Full Board of
Commissioners Approves Pledge of
Full Faith and Credit for Refunding
Application to State of Michigan for
Approval to Issue Bonds
Order of the Drain Commissioner
Approving the Notice of Sale
April, 2001
May 3, 2001
May 15, 2001
May 17, 2001
May 24, 2001
May 28, 2001
June 1, 2001
State Approves Bond Issue June 28, 2001
las.tt-oak76-80
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OAKLAND COUNTY
MEMORANDUM DRAIN COMMISSIONER
DATE: May 8, 2001
TO: Mr. Charles Palmer, Chairman
Planning & Building Committee
FROM: Kevin R. Larsen, Chief Deputy Drain Commissioner
RE: Oakland County Refunding Bonds, Evergreen-Farmington Sewage
Disposal System (Permanent Meter & Interceptor Rehabilitation), Series
2001
The captioned bond issue is being proposed to refund bonds originalfy issued on November
1, 1991 because interest rates have substantially declined in the last few months. Our
financial Advisory, Municipal Financial Consultants Incorporated, has estimated a net
savings after all costs are paid in excess of $150,000 based upon interest rates prevailing in
the market place in early April.
All of the municipalities involved in this project have adopted resolutions have adopted
resolutions approving the refunding. These constitute 100% of the total use of the project.
An approximate timetable for this project is attached.
We request that our resolution be placed on your Planning and Building Committee Agenda
for May 15, 2001. As time is of the essence, it is our intent to request a suspension of the
rules and immediately present the resolution to the Finance Committee on May 17, 2001.
The resolution will then be presented at the May 24, 2001 Board of Commissioners meeting
for approval.
Thank you foryour assistance.
Enclosure
cc: Frank Millard, Chairperson, Oakland County Board of Commissioners
Sue Ann Douglas, Chairperson, Finance Committee
ABSENT: None
CITY OF BIRMINGHAM
At a regular meeting of the City Commission ,_ ,...,,, t ie —:-.,---
City of Birmingham , Oakland County, Michiaan, n=1 -' cn
Aoril9 , 2001 at 8 :00 p.m. Eastern
Time there were:
PRESENT: Mayor I anzs-tta. Commissioners Carney. Chafetz. DeLaura.
Dixon. McKeon and Wooley
RESOLUTION AUTHORIZING REFUNDING
The following resolution was offered by axon and
seconded by McKeon •
WHEREAS, pursuant to the provisions of Act 342, Public Acts
of Michigan, 1939, as amended, the City of Auburn Hills, City of
Birmingham, the City of Bloomfield Hills, the City of Farminaton,
the City of Farmington Hills, the City of Keego Harbor, the City
of Lathrup Village, the City of Orchard Lake Village, the City of
Southfield, the City of Troy, the Charter Township of Bloomfield,
the Charter Township of West Bloomfield, the Village of Beverly
Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland ("the "County")
acting by and through its Drain Commissioner as county agency
have entered into the Evergreen and Farmington Sewage Disposal
Systems Intermunicipal Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the
"Contract");and
WHEREAS, pursuant to the Contract the County has issued its
Evergreen Farmington Sewage Disposal System (Permanent Meter &
Interceptor Rehabilitation) Bonds, dated November 1, 1991, in the
original principal amount of $4,085,000 (the "Prior Bonds") to
defray part of the cost of acquiring and constructing the project
described in the Contract; and
WHEREAS, the City of Birmingham (the "City")
has been advised that conditions in the bond market have now
improved from the conditions which prevailed at the time the
Prior Bonds were sold and that the Prior Bonds could be refunded
at a considerable savings to the City; and
WHEREAS, it is the determination and judgment of this City
Commission that the Prior Bonds should be refunded to secure
for the City the anticipated savings;
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THEREFORE, BE 77 RESOLVED:
1. The County is requested and authorized to issue
refunding bonds (the "Refunding Bonds") pursuant to the
provisions of Act No. 202, Public Acts of Michigan, 194, as
amended, in an amount necessary to refund all or part of th.,=,
Prior Bonds (as shall be determined by the Drain Commissioner as
County Agency) and to pay the costs of issuing the Refund'ng
Bonds.
2. The proceeds of the Refunding Bonds shall be suffic i ent
to pay the costs of issuing the Refunding Bonds and to establish
an Escrow Fund in an amount which will be sufficient to pay the
principal of, the redemption premiums on, and the interest on the
Prior Bonds that are refunded without further payment by the
City.
3. The City covenants and agrees to continue to make
payments to the County in accordance with the requirements of the
Contract, said payments to be in amounts sufficient to pay its
share of the principal of and interest on the Refunding bonds and
any of the Prior bonds that are not refunded as the same shall
become due and all paying agency fees and other expenses and
charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those
Prior Bonds that are not refunded. The City acknowledges and
agrees that its obligations as set forth in the Contract shall
continue for the Refunding Bonds and the County shall have all
rights and remedies set forth in the Contract to enforce the
obligations of the City with respect to the Refunding Bonds in
the same manner and to the same extent that such rights and
remedies are available with respect to the Prior Bonds.
4. The City specifically (but not by way of limitation)
reaffirms its pledge of its full faith and credit for the payment
of its obligations with respect to the Refunding Bonds and its
obligation to levy taxes for the payment of the principal of and
interest the Refunding Bonds in accordance with the provisions of
the Contract.
5. The Clerk, the Treasurer, the Mayor, or the County's
Financial Consultant or Bond Counsel, are authorized to file an
application for State Treasurer's approval to issue bonds on
behalf of the City with respect to the Refunding Bonds.
6. The Clerk, the Treasurer, or the Mayor are authorized
to approve the circulation of a preliminary and final official
statement for the Refunding Bonds, to cause the preparation of
those portions of the preliminary and final official statement
that pertain to the City, and to do all other things necessary
for compliance with Rule 15c2-12 issued under the Securities
Exchange Act of 1934, as amended (the "Rule"). The Clerk, the
Treasurer, or the Supervisor are authorized to execute and
2
deliver such certificates and to do all other things n-c ,=,s ,=7=ry
effectuate the sale and delivery of the Refunding Bonds.
7. The Clerk, the Treasurer, or the Mayor is autho-iz ,4 tc
execute a certificate of the City, constituting an undertaking tc
provide ongoing disclosure about the City for the bene=i: c:
beneficial owners of the Refunding Bonds as required under
paragraph (b) (5) of the Rule, and amendments to such cert -,..'ic7e
from time to time in accordance with the terms of the cel-ti=icat ,=>
attached hereto as Appendix A (the "Continuing Disclosure
Certificate"). The City hereby covenants and agrees that it will
comply with and carry out all of the provisions of the Contnuinc
Disclosure Certificate.
A vote on the foregoing resolution was taken as follows:
YEAS: Mayor Lanzetta, Commissioners Carney, Chafetz, DeLaura,
Dixon, McKeon and Wooley
NAYS: None
ABSENT: None
RESOLUTION DECLARED ADOPTED.
STATE OF MICHIGAN)
) SS.
COUNTY OF OAKLAND)
the undersigned Clerk of the City of
Birmingham , hereby certify that the foregoing is a
true and complete copy of a resolution adopted by the City
of said City at a regular meeting held on the
9th day of April , 2001, the original of which resolution
is on file in my office. I further certify that notice of said
meeting was given in accordance with the provisions of the open
meetings act.
nt- -
Clerk;
City ö
Judith A. Benn
Birmingham
las.r2-oak76
3
CITY OF BI 00MFIE1 D HIHS
At a regular meeting of the City comm i ss i on of the
City of RlopmfiPld Hillc , Oakland County, Michigan, held on
April lfl, , 2001 at 7 :_ap p_.m. Eastern
Time there were:
PRESENT: Mayor John Davey, Mayor Pro-tern Dale Dawkins, City Commissioner Benjamin
Hoffiz, City Commissioner Marilynn Varbedian, City Commissioner Michael Zambricki
ABSENT: 0
RESOLUTION AUTHORIZING REFUNDING
The following resolution was offered by Hoffiz and
seconded by Varbedian
WHEREAS, pursuant to the provisions of Act 342, Public Acts
of Michigan, 1939, as amended, the City of Auburn Hills, City of
Birmingham, the City of Bloomfield Hills, the City of Farmington,
the City of Farmington Hills, the City of Keego Harbor, the City
of Lathrup Village, the City of Orchard Lake Village, the City of
Southfield, the City of Troy, the Charter Township of Bloomfield,
the Charter Township of West Bloomfield, the Village of Beverly
Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland ("the "County")
acting by and through its Drain Commissioner as county agency
have entered into the Evergreen and Farmington Sewage Disposal
Systems Intermunicipal Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the
"Contract");and
WHEREAS, pursuant to the Contract the County has issued its
Evergreen Farmington Sewage Disposal System (Permanent Meter &
Interceptor Rehabilitation) Bonds, dated November 1, 1991, in the
original principal amount of $4,085,000 (the "Prior Bonds") to
defray part of the cost of acquiring and constructing the project
described in the Contract; and
WHEREAS, the City of Bloomfield Hills (the "City")
has been advised that conditions in the bond market have now
improved from the conditions which prevailed at the time the
Prior Bonds were sold and that the Prior Bonds could be refunded
at a considerable savings to the City; and
WHEREAS, it is the determination and judgment of this City
Commission that the Prior Bonds should be refunded to secure
for the City the anticipated savings;
1
THEREFORE, BE IT RESOLVED:
1. The County is requested and authorized to issue it=,
refunding bonds (the "Refunding Bonds") pursuant to
provisions of Act No. 202, Public Acts of Michigan, 1943,
amended, in an amount necessary to refund all or part of :h
Prior Bonds (as shall be determined by the Drain Commissioner as
County Agency) and to pay the costs of issuing the Refunding
Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient
to pay the costs of issuing the Refunding Bonds and to establish
an Escrow Fund in an amount which will be sufficient to pay the
principal of, the redemption premiums on, and the interest on the
Prior Bonds that are refunded without further payment by the
City.
3. The City covenants and agrees to continue to make
payments to the County in accordance with the requirements of the
Contract, said payments to be in amounts sufficient to pay its
share of the principal of and interest on the Refunding bonds and
any of the Prior bonds that are not refunded as the same shall
become due and all paying agency fees and other expenses and
charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those
Prior Bonds that are not refunded. The City acknowledges and
agrees that its obligations as set forth in the Contract shall
continue for the Refunding Bonds and the County shall have all
rights and remedies set forth in the Contract to enforce the
obligations of the City with respect to the Refunding Bonds in
the same manner and to the same extent that such rights and
remedies are available with respect to the Prior Bonds.
4. The City specifically (but not by way of limitation)
reaffirms its pledge of its full faith and credit for the payment
of its obligations with respect to the Refunding Bonds and its
obligation to levy taxes for the payment of the principal of and
interest the Refunding Bonds in accordance with the provisions of
the Contract.
5. The Clerk, the Treasurer, the Mayor, or the County's
Financial Consultant or Bond Counsel, are authorized to file an
application for State Treasurer's approval to issue bonds on
behalf of the City with respect to the Refunding Bonds.
6. The Clerk, the Treasurer, or the Mayor are authorized
to approve the circulation of a preliminary and final official
statement for the Refunding Bonds, to cause the preparation of
those portions of the preliminary and final official statement
that pertain to the City, and to do all other things necessary
for compliance with Rule 15c2 -12 issued under the Securities
Exchange Act of 1934, as amended (the "Rule"). The Clerk, the
Treasurer, or the Supervisor are authorized to execute and
2
deliver such certificates and to do all other things necessary
effectuate the sale and delivery of the Refunding Bonds.
7. The Clerk, the Treasurer, or the Mayor is authorized tz
execute a certificate of the City, constituting an undertakina tc
provide ongoing disclosure about the City for the benefit cf
beneficial owners of the Refunding Bonds as required under
paragraph (b)(5) of the Rule, and amendments to such cg---'',cate
from time to time in accordance with the terms of the certi 4 icate
attached hereto as Appendix A (the "Continuing -Disclosure
Certificate"). The City hereby covenants and agrees that it will
comply with and carry out all of the provisions of the Continuing
Disclosure Certificate.
A vote on the foregoing resolution was taken as follows:
YEAS: Davey, Dawkins, Hoffiz, Varbedian ilZambricki
NAYS: 0
ABSENT: 0
RESOLUTION DECLARED ADOPTED.
STATE OF MICHIGAN)
) SS.
COUNTY OF OAKLAND)
the undersigned Clerk of the City of
Bloomfield Hills , hereby certify that the foregoing is a
true and complete copy of a resolution adopted by the City
Commission of said City at a regular meeting held on the
10th day of April , 2001, the original of which resolution
is on file in my office. I further certify that notice of said
meeting was given in accordance with the provisions of the open
meetings act.
Charles H. Harmon. Jr.
City of Bloomfield Hills
las.r2-oak76
3
Z.VVIVrVbirt—rurIntrIVV.
Systen: Bond,(Perrnan en! Meter ond
Interceptor Rehabtlitattetn)
At a regular meeting of the City Council of the City of Farmington Hills, Oakland
County, Michigan, held on April 19 , 1999.
PRESENT: RARNETT, BATES, ELLIS, OLIVERIO, SORONEN AND VAGNOZZI
ABSENT: GRANT
and seconded by The following resolution was offered by Councilmember Bares
Councilmember Oliverio :
WHEREAS, pursuant to the provisions of Act 342, Public Acts of Michigan, 1939, as
amended, the City of Farmington Hills (the "City'), several other municipalities in the County of
Oakland and the County of Oakland (the "County") acting by and through its Drain
Commissioner as county agency have entered into a contract pursuant to which the County has
issued its Evergreen-Farmington. Sewage Disposal System Bonds (Permanent Meter and
Interceptor Rehabilitation), dated November 1, 1991, in the original principal amount of
$4,085,000 (the "Prior Bonds") to defray part of the cost of acquiring and constructing certain
improvements in the Evergreen and Farmington Sewage Disposal System; and
WHEREAS, the City has been advised that conditions in the bond market have now
improved from the conditions which prevailed at the time the Prior Bonds were sold and that the
Prior Bonds could be refunded at a considerable savings to the City; and
WHEREAS, it is the determination and judgment of this City Council that the Prior
Bonds should be refunded to secure for the anticipated savings.
THEREFORE, BE IT RESOLVED:
1. The County is requested and authorized to issue its refunding bonds (the
"Refunding Bonds") pursuant to the provisions of Act No. 202, Public Acts of Michigan, 1943,
as amended, in an amount necessary to refund all or part of the Prior Bonds (as shall be
determined by the Drain Commissioner as County Agency) for the purpose of refunding all or
part of the Prior Bonds and paying the costs of issuing the Refunding Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient to pay the costs of
issuing the Refunding Bonds and to establish an Escrow Fund in an amount which will be
sufficient to pay the principal of, the redemption premiums on, and the interest on the Prior
Bonds that are refunded without further payment by the City.
3. The City covenants and agrees to continue to make payments to the County in
accordance with the requirements of the Contracts to which it is a party, said payments to be in
amounts sufficient to pay its share of the principal of and interest on the Refunding Bonds and
any of the Prior Bonds that are not refunded as the same shall become due and all paying agency
fees and other expenses and charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those Prior Bonds that are not
refunded. The City acknowledges and agrees that its obligations as set forth in the Contracts
shall continue for the Refunding Bonds and the County shall have all rights and remedies set
forth in the Contracts to enforce the obligations of the City with respect to the Refunding Bonds
in the same manner and to the same extent that such rights and remedies are available with
respect to the Prior Bonds.
4. The City specifically (but not by way of limitation) reaffirms its pledge of its full
faith and credit for the payment of its share of obligations with respect to the Refunding Bonds
and its obligation to levy taxes for the payment of the principal of and interest the Refunding
Bonds in accordance with the provisions of the Contract.
-2-
5. The Clerk, the Treasurer, or the Mayor are authorized to file an application for
State Treasurer's approval to issue bonds with respect to the Refunding Bonds.
6. The Clerk, the Treasurer, or the Mayor are authorized to approve the circulation of
a preliminary and final official statement for the Refunding Bonds, to cause the preparation of
those portions of the preliminary and final official statement that pertain to the City, and to do all
other things necessary for compliance with Rule 15c2-12 issued under the Securities Exchange
Act of 1934, as amended (the "Rule"). The Clerk, the Treasurer, or the Mayor are authorized to
execute and deliver such certificates and to do all other things necessary to effectuate the sale and
delivery of the Refunding Bonds.
7. The Clerk, the Treasurer, or the Mayor are authorized to execute a certificate of
the City, constituting an undertaking to provide ongoing disclosure about the City for the benefit
of the holders of the Refunding Bonds as required under paragraph (b)(5) of the Rule, and
amendments to such certificate from time to time in accordance with the terms of the certificate
(the certificate and any amendments thereto are collectively referred to herein as the "Continuing
Disclosure Certificate"). The City hereby covenants and agrees that it will comply with and
carry out all of the provisions of the Continuing Disclosure Certificate.
YEAS: _BARNETT, BATES, ELLIS, OLIVERIO, SORONEN AND VAGNOZZI
NAYS: NONE
ABSTENTIONS: NONE
• ABSENT: • GRANT
RESOLUTION DECLARED ADOPTED.
Kigkdgel
STATE OF MICHIGAN )
)ss
COUNTY OF OAKLAND )
I hereby certify that the foregoing is a true and complete copy of a resolution adopted by
the Council of the City of Farmington Hills, Oakland County, Michigan at a regular meeting
duly called and held on the 19 th day of
on file in my office.
April , 1999, the original of which resolution is
Clerk 91. Iclithryn A. Dornan, City Clerk
City Fainington Hills
Derwir alit03-
-4-
ABSENT: None
CITY OF LATHRUP VILLAGE
At a Regular meeting of the City Council of the
City of Lathrup Village , Oakland County, Michigan, held on
Monday, April 2 , 2001 at 7 :30 P .m. Eastern Daylight
Time there were:
PRESENT: Brock, Copus, McClain, Weglarz, Welch
RESOLUTION AUTHORIZING REFUNDING
The following resolution was offered by Welch
seconded by McClain •
WHEREAS, pursuant to the provisions of Act 342, Public Acts
of Michigan, 1939, as amended, the City of Auburn Hills, City of
Birmingham, the City of Bloomfield Hills, the City of Farmington,
the City of Farmington Hills, the City of Keego Harbor, the City
of Lathrup Village, the City of Orchard Lake Village, the City of
Southfield, the City of Troy, the Charter Township of Bloomfield,
the Charter Township of West Bloomfield, the Village of Beverly
Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland ("the "County")
acting by and through its Drain Commissioner as county agency
have entered into the Evergreen and Farmington Sewage Disposal
Systems Intermunicipal Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the
"Contract");and
WHEREAS, pursuant to the Contract the County has issued its
Evergreen Farmington Sewage Disposal System (Permanent Meter &
Interceptor Rehabilitation) Bonds, dated November 1, 1991, in the
original principal amount of $4,085,000 (the "Prior Bonds") to
defray part of the cost of acquiring and constructing the project
described in the Contract; and
WHEREAS, the City of Lathrup Village (the "City")
has been advised that conditions in the bond market have now
improved from the conditions which prevailed at the time the
Prior Bonds were sold and that the Prior Bonds could be refunded
at a considerable savings to the City; and
WHEREAS, it is the determination and judgment of this City
Council that the Prior Bonds should be refunded to secure
for the City the anticipated savings;
and
1
THEREFORE, BE IT RESOLVED:
1. The County is requested and authorized to issue its
refunding bonds (the "Refunding Bonds") pursuant to the
provisions of Act No. 202, Public Acts of Michigan, 1943, as
amended, in an amount necessary to refund all or part of thg
Prior Bonds (as shall be determined by the Drain Commissioner as
County Agency) and to pay the costs of issuing the Refunding
Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient
to pay the costs of issuing the Refunding Bonds and to establish
an Escrow Fund in an amount which will be sufficient to pay the
principal of, the redemption premiums on, and the interest on the
Prior Bonds that are refunded without further payment by the
City.
3. The City covenants and agrees to continue to make
payments to the County in accordance with the requirements of the
Contract, said payments to be in amounts sufficient to pay its
share of the principal of and interest on the Refunding bonds and
any of the Prior bonds that are not refunded as the same shall
become due and all paying agency fees and other expenses and
charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those
Prior Bonds that are not refunded. The City acknowledges and
agrees that its obligations as set forth in the Contract shall
continue for the Refunding Bonds and the County shall have all
rights and remedies set forth in the Contract to enforce the
obligations of the City with respect to the Refunding Bonds in
the same manner and to the same extent that such rights and
remedies are available with respect to the Prior Bonds.
4. The City specifically (but not by way of limitation)
reaffirms its pledge of its full faith and credit for the payment
of its obligations with respect to the Refunding Bonds and its
obligation to levy taxes for the payment of the principal of and
interest the Refunding Bonds in accordance with the provisions of
the Contract.
5. The Clerk, the Treasurer, the Mayor, or the County's
Financial Consultant or Bond Counsel, are authorized to file an
application for State Treasurer's approval to issue bonds on
behalf of the City with respect to the Refunding Bonds.
6. The Clerk, the Treasurer, or the Mayor are authorized
to approve the circulation of a preliminary and final official
statement for the Refunding Bonds, to cause the preparation of
those portions of the preliminary and final official statement
that pertain to the City, and to do all other things necessary
for compliance with Rule 15c2-12 issued under the Securities
Exchange Act of 1934, as amended (the "Rule"). The Clerk, the
Treasurer, or the Supervisor are authorized to execute and
2
-7
(/
Cierk,Glor(a arris-Ford
City of Lathrup Village
deliver such certificates and to do all other things necessary to
effectuate the sale and delivery of the Refunding Bonds.
7. The Clerk, the Treasurer, or the Mayor is authorized to
execute a certificate of the City, constituting an undertaking to
provide ongoing disclosure about the City for the benefit of
beneficial owners of the Refunding Bonds as required under
paragraph (b)(5) of the Rule, and amendments to such certificate
from time to time in accordance with the terms of the certificate
attached hereto as Appendix A (the "Continuing Disclosure
Certificate"). The City hereby covenants and agrees that it will
comply with and carry out all of the provisions of the Continuing
Disclosure Certificate.
A vote on the foregoing resolution was taken as follows:
YEAS: Brock, Copus, McClain, Weglarz, Welch
NAYS: None
ABSENT: None
RESOLUTION DECLARED ADOPTED.
STATE OF MICHIGAN)
) SS.
COUNTY OF OAKLAND)
the undersigned Clerk of the City of
Lathrup Village , hereby certify that the foregoing is a
true and complete copy of a resolution adopted by the City
Council of said City at a Regular meeting held on the
2nd day of April , 2001, the original of which resolution
is on file in my office. I further certify that notice of said
meeting was given in accordance with the provisions of the open
meetings act.
las.r2-oak76
3
CITY OF ORCHARD LAKE VILLAGE
At a REGULAR meeting of the City COUNCIL of th ,-,
City of ORCHARD LAKE VILLAGE , Oakland County, Michigan, held APRIL 161H , 2001 at 7 :00 P.m. Eastern
Time there were:
PRESENT: MAYOR MCINTYRE, COUNCILMEMBERS ALLARDYCE, DAVIS, ITIN & SPERLICH
ABSENT: COUNCILMEMBERS HARTZELL & TALPOS
RESOLUTION AUTHORIZING REFUNDING
The following resolution was offered by ALLARDYCE
seconded by ITIN
WHEREAS, pursuant to the provisions of Act 342, Public Acts
of Michigan, 1939, as amended, the City of Auburn Hills, City of
Birmingham, the City of Bloomfield Hills, the City of Farmington,
the City of Farmington Hills, the City of Keecro Harbor, the City
of Lathrup Village, the City of Orchard Lake Village, the City of
Southfield, the City of Troy, the Charter Township of Bloomfield,
the Charter Township of West Bloomfield, the Village of Beverly
Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland ("the "County")
acting by and through its Drain Commissioner as county agency
have entered into the Evergreen and Farmington Sewage Disposal
Systems Intermunicipal Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the
"Contract");and
WHEREAS, pursuant to the Contract the County has issued its
Evergreen Farmington Sewage Disposal System (Permanent Meter &
Interceptor Rehabilitation) Bonds, dated November 1, 1991, in the
original principal amount of $4,085,000 (the "Prior Bonds") to
defray part of the cost of acquiring and constructing the project
described in the Contract; and
WHEREAS, the City of ORCHARD LAKE VILLAGE (the "City")
has been advised that conditions in the bond market have now
improved from the conditions which prevailed at the time the
Prior Bonds were sold and that the Prior Bonds could be refunded
at a considerable savings to the City; and
WHEREAS, it is the determination and judgment of this City
COUNCIL that the Prior Bonds should be refunded to secure
for the City the anticipated savings;
and
1
THEREFORE, BE IT RESOLVED:
1. The County is requested and authorized to issue
refunding bonds (the "Refunding Bonds") pursuant to th=.
provisions of Act No. 202, Public Acts of Michigan, 1943, as
amended, in an amount necessary to refund all or part of the
Prior Bonds (as shall be determined by the Drain Commissioner as
County Agency) and to pay the costs of issuing the Refunding
Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient
to pay the costs of issuing the Refunding Bonds and to establish
an Escrow Fund in an amount which will be sufficient to pay the
principal of, the redemption premiums on, and the interest on the
Prior Bonds that are refunded without further payment by the
City.
3. The City covenants and agrees to continue to make
payments to the County in accordance with the requirements of the
Contract, said payments to be in amounts sufficient to pay its
share of the principal of and interest on the Refunding bonds and
any of the Prior bonds that are not refunded as the same shall
become due and all paying agency fees and other expenses and
charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those
Prior Bonds that are not refunded. The City acknowledges and
agrees that its obligations as set forth in the Contract shall
continue for the Refunding Bonds and the County shall have all
rights and remedies set forth in the Contract to enforce the
obligations of the City with respect to the Refunding Bonds in
the same manner and to the same extent that such rights and
remedies are available with respect to the Prior Bonds.
4. The City specifically (but not by way of limitation)
reaffirms its pledge of its full faith and credit for the payment
of its obligations with respect to the Refunding Bonds and its
obligation to levy taxes for the payment of the principal of and
interest the Refunding Bonds in accordance with the provisions of
the Contract.
5. The Clerk, the Treasurer, the Mayor, or the County's
Financial Consultant or Bond Counsel, are authorized to file an
application for State Treasurer's approval to issue bonds on
behalf of the City with respect to the Refunding Bonds.
6. The Clerk, the Treasurer, or the Mayor are authorized
to approve the circulation of a preliminary and final official
statement for the Refunding Bonds, to cause the preparation of
those portions of the preliminary and final official statement
that pertain to the City, and to do all other things necessary
for compliance with Rule 15c2-12 issued under the Securities
Exchange Act of 1934, as amended (the "Rule"). The Clerk, the
Treasurer, or the Supervisor are authorized to execute and
2
deliver such certificates and to do all other things necessary
effectuate the sale and delivery of the Refunding Bonds.
7. The Clerk, the Treasurer, or the Mayor is authorized to
execute a certificate of the City, constituting an undertaking to
provide ongoing disclosure about the City for the benefit o'
beneficial owners of the Refunding Bonds as required under
paragraph (b) (5) of the Rule, and amendments to such certificate
from time to time in accordance with the terms of the certificate
attached hereto as Appendix A (the "Continuing Disclosure
Certificate"). The City hereby covenants and agrees that it will
comply with and carry out all of the provisions of the Continuing
Disclosure Certificate.
A vote on the foregoing resolution was taken as follows:
YEAS: MAYOR MCINTYRE, COUNCILMEMBERS ALLARDYCE, DAVIS, ITIN & SPERLICH
NAYS: NONE
ABSENT: COUNCILMEMBERS HARTZELL & TALPOS
RESOLUTION DECLARED ADOPTED.
STATE OF MICHIGAN)
) SS.
COUNTY OF OAKLAND)
the undersigned Clerk of the City of
ORCHARD LAKE VILLAGE , hereby certify that the foregoing is a
true and complete copy of a resolution adopted by the City
COUNCIL of said City at a REGULAR meeting held on the
16TH day of APRIL , 2001, the original of which resolution
is on file in my office. I further certify that notice of said
meeting was given in accordance with the provisions of the open
meetings act.
JANET ovERoaLx GREEN
City o ORCHARD LAKE VILLAGE
las.r2-oak76
3
CHARTER TOWNSHIP OF BLOOMFIELD
BOARD OF TRUSTEES
MARCH 26, 2001
PAGE -1-
PRESENT: Payne, Cotton, Devine, Tobias, Yaw, Stefanes, Roncelli
ABSENT: None
MOTION WAS MADE by Cotton and supported by Roncelli to APPROVE the following
Resolution Authorizing Refunding of Bonds:
RESOLUTION AUTHORIZING REFUNDING
WHEREAS, pursuant to the provisions of Act 342, Public Acts of Michigan, 1939,
as amended, the City of Auburn Hills, the City of Birmingham, the City of Bloomfield
Hills, the City of Farmington, the City of Farmington Hills, the City of Keego Harbor, the
City of Lathrup Village, the City of Orchard Lake Village, the City of Southfield, the City
of Troy, the Charter Township of Bloomfield, the Charter Township of West Bloomfield,
the Village of Beverly Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland (the "County") acting by and through its
Drain Commissioner as county agency have entered into the Evergreen and Farmington
Sewage Disposal Systems Intermunicipal Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the "Contract"); and
WHEREAS, pursuant to the Contract the County has issued its Evergreen
Farmington Sewage Disposal System (Permanent Meter & Interceptor Rehabilitation)
Bonds, dated November 1, 1991, in the original principal amount of $4,085,000 (the
"Prior Bonds") to defray part of the cost of acquiring and constructing the project
described in the Contract; and
WHEREAS, the Charter Township of Bloomfield (the "Township") has been
advised that conditions in the bond market have now improved from the conditions
which prevailed at the time the Prior Bonds were sold and that the Prior Bonds could be
refunded at a considerable savings to the Township; and
WHEREAS, it is the determination and judgment of this Township Board that the
Prior Bonds should be refunded to secure for the Township anticipated savings;
THEREFORE, BE IT RESOLVED:
CHARTER TOWNSHIP OF BLOOMFIELD
BOARD OF TRUSTEES
MARCH 26, 2001
PAGE -2-
1. The County is requested and authorized to issue its refunding bonds (the
"Refunding Bonds") pursuant to the provisions of Act No. 202, Public Acts of Michigan,
1943, as amended, in an amount necessary to refund all or part of the Prior Bonds (as
shall be determined by the Drain Commissioner as County Agency) and to pay the
costs of issuing the Refunding Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient to pay the costs
of issuing the Refunding Bonds and to establish an Escrow Fund in an amount, which
will be sufficient to pay the principal of, the redemption premiums on, and the interest on
the Prior Bonds that are refunded without further payment by the Township.
3. The Township covenants and agrees to continue to make payments to the
County in accordance with the requirements of the Contract, said payments to be in
amounts sufficient to pay its share of the principal of and interest on the Refunding
Bonds and any of the Prior Bonds that are not refunded as the same shall become due
and all paying agency fees and other expenses and charges (including the county
agency's administrative expenses) which are payable on account of the Refunding
Bonds and those Prior Bonds that are not refunded. The Township acknowledges and
agrees that its obligations as set forth in the Contract shall continue for the Refunding
Bonds and the County shall have all rights and remedies set forth in the Contract to
enforce the obligations of the Township with respect to the Refunding Bonds in the
same manner and to the same extent that such rights and remedies are available with
respect to the Prior Bonds.
4. The Township specifically (but not by way of limitation) reaffirms its pledge
of its full faith and credit for the payment of its obligations with respect to the Refunding
Bonds and its obligation to levy taxes for the payment of the principal of and interest the
Refunding Bonds in accordance with the provisions of the Contract.
5. The Clerk, the Treasurer, the Supervisor, or the County's Financial
Consultant or Bond Counsel, are authorized to file an application for State Treasurer's
approval to issue bonds on behalf of the Township with respect to the Refunding Bonds.
6. The Clerk, the Treasurer, or the Supervisor is authorized to approve the
circulation of a preliminary and final official statement for the Refunding Bonds, to cause
the preparation of those portions of the preliminary and final official statement that
pertain to the Township, and to do all other things necessary for compliance with Rule
15c2-12 issued under the Securities Exchange Act of 1934, as amended (the "Rule").
The Clerk, the Treasurer, or the Supervisor are authorized to execute and deliver such
CHARTER TOWNSHIP OF BLOOMFIELD
BOARD OF TRUSTEES
MARCH 26, 2001
PAGE -3-
certificates and to do all other things necessary to effectuate the sale and delivery of the
Refunding Bonds.
7. The Clerk, the Treasurer, or the Supervisor is authorized to execute a
certificate of the Township, constituting an undertaking to provide ongoing disclosure
about the Township for the benefit of beneficial owners of the Refunding Bonds as
required under paragraph (b) (5) of the Rule, and amendments to such certificate from
time to time in accordance with the terms of the certificate attached hereto as Appendix
A (the "Continuing Disclosure Certificate"). The Township hereby covenants and
agrees that it will comply with and carry out all of the provisions of the Continuing
Disclosure Certificate.
YEAS: Payne, Cotton, Devine, Tobias, Yaw, Stefanes, Roncelli
NAYS: None
RESOLUTION DECLARED ADOPTED.
I, WILMA S. COTTON, TOWNSHIP CLERK of the Charter Township of
Bloomfield, County of Oakland, Michigan, do hereby certify the foregoing is a true and
correct copy of a resolution adopted by the Board at their regular meeting held on
March 26, 2001.
WILMA S. COTTON
TOWNSHIP CLERK
mjg
VILLAGE OF BEVERLY HILLS
At a regular meeting of the Village Council of ,::-...,
Village of Beverly Hills , Oakland County, Michigan, 1 -11 -;
on April 16 2001 at 7:30 Jim. East ,--n ,
Daylight Saving Time there were:
PRESENT: President Stearn, Pro-Tern Pfeifer, Members: Domzal,
Downey, Munguia, and Walsh
ABSENT: Crjg
RESOLUTION AUTHORIZING REFUNDING
The following resolution was offered by Walsh and
seconded by Pfeifer
WHEREAS, pursuant to the provisions of Act 342, Public Acts
of Michigan, 1939, as amended, the City of Auburn Hills, City of
Birmingham, the City of Bloomfield Hills, the City of Farmington,
the City of Farmington Hills, the City of Keego Harbor, the City
of Lathrup Village, the City of Orchard Lake Village, the City of
Southfield, the City of Troy, the Charter Township of Bloomfield,
the Charter Township of West Bloomfield, the Village of Beverly
Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland ("the "County")
acting by and through its Drain Commissioner as county agency
have entered into the Evergreen and Farmington Sewage Disposal
Systems Intermunicipal Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the
"Contract");and
WHEREAS, pursuant to the Contract the County has issued its
Evergreen Farmington Sewage Disposal System (Permanent Meter &
interceptor Rehabilitation) Bonds, dated November 1, 1991, in the
original principal amount of $4,085,000 (the "Prior Bonds") to
defray part of the cost of acquiring and constructing the project
described in the Contract; and
WHEREAS, the Village of Beverly Hills (the
"Village") has been advised that conditions in the bond market
have now improved from the conditions which prevailed at the time
the Prior Bonds were sold and that the Prior Bonds could be
refunded at a considerable savings to the Village; and
WHEREAS, it is the determination and judgment of this
Village Council that the Prior Bonds should be refunded to secure
for the Village the anticipated savings;
1
THEREFORE, BE IT RESOLVED:
1. The County is requested and authorized to issue it-7
refunding bonds (the "Refunding Bonds") pursuant to th-
provisions of Act No. 202, Public Acts of Michigan, 1943, as
amended, in an amount necessary to refund all or part of the
Prior Bonds (as shall be determined by the Drain Commissioner as
County Agency) and to pay the costs of issuing the Refunding
Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient
to pay the costs of issuing the Refunding Bonds and to establish
an Escrow Fund in an amount which will be sufficient to pay the
principal of, the redemption premiums on, and the interest on the
Prior Bonds that are refunded without further payment by the
Village.
3. The Village covenants and agrees to continue to make
payments to the County in accordance with the requirements of the
Contract, said payments to be in amounts sufficient to pay its
share of the principal of and interest on the Refunding bonds and
any of the Prior bonds that are not refunded as the same shall
become due and all paying agency fees and other expenses and
charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those
Prior Bonds that are not refunded. The Village acknowledges and
agrees that its obligations as set forth in the Contract shall
continue for the Refunding Bonds and the County shall have all
rights and remedies set forth in the Contract to enforce the
obligations of the Village with respect to the Refunding Bonds in
the same manner and to the same extent that such rights and
remedies are available with respect to the Prior Bonds.
4. The Village specifically (but not by way of limitation)
reaffirms its pledge of its full faith and credit for the payment
of its obligations with respect to the Refunding Bonds and its
obligation to levy taxes for the payment of the principal of and
interest the Refunding Bonds in accordance with the provisions of
the Contract.
5. The Clerk, the Treasurer, the Manager/Administrator, or
the County's Financial Consultant or Bond Counsel, are authorized
to file an application for State Treasurer's approval to issue
bonds on behalf of the Village with respect to the Refunding
Bonds.
6. The Clerk, the Treasurer, or the Manager/Administrator
are authorized to approve the circulation of a preliminary and
final official statement for the Refunding Bonds, to cause the
preparation of those portions of the preliminary and final
official statement that pertain to the Village, and to do all
other things necessary for compliance with Rule 15c2-12 issued
under the Securities Exchange Act of 1934, as amended (the
"Rule"). The Clerk, the Treasurer, or the Supervisor are
2
authorized to execute and deliver such certificates and to do
other things necessary to effectuate the sale and delivery of
Refunding Bonds. Bonds.
7. The Clerk, the Treasurer, or the Manager/Administrator
is authorized to execute a certificate of the Villace,
constituting an undertaking to provide ongoing disclosure about
the Village for the benefit of beneficial owners of the Refunding
Bonds as required under paragraph (b)(5) of the . Rule, and
amendments to such certificate from time to time in accordance
with the terms of the certificate attached hereto as Appendix A
(the "Continuing Disclosure Certificate"). The Village hereby
covenants and agrees that it will comply with and carry out all
of the provisions of the Continuing Disclosure Certificate.
A vote on the foregoing resolution was taken as follows:
YEAS: Domzal, Downey, Munguia, Pfeifer, Stearn and Walsh
NAYS: None
ABSENT: Crak.g
RESOLUTION DECLARED ADOPTED.
STATE OF MICHIGAN)
) SS.
COUNTY OF OAKLAND)
I, the undersigned Clerk of the Village of
Beverly Hills , hereby certify that the foregoing is a
true and complete copy of a resolution adopted by the Village
Council of said Village at a regular meeting held on the 16th
day of April , 2001, the original of which resolution is on
file in my office. I further certify that notice of said meeting
was given in accordance with the provisions of the open meetings
act.
'1)1a:4)&1_
Clerk,
Village of Beverly Hills
las.r3-oak76
3
I" •
VILLAGE OF rra-y-K
At a A / 1 ,14r meeting of the Village Council off the
Village of --1 i: ra—icl. r, , Oakland County, Michigan, held
on A lor ,l 1 , 2001 at 8:00 4.m. Eastern
711 ),10-1. '541_,i'•44) Time there were:
l
PRESENT: ip 50-4
1--JArm ,}c/1
ABSENT:
iyuc r 606,
RESOLUTION AUTHORIZING REFUNDING
44
The following resolution was offered by So ,4
seconded by
WHEREAS, pursuant to the provisions of Act 342, Public Acts
of Michigan, 1939, as amended, the City of Auburn Hills, City of
Birmingham, the City of Bloomfield Hills, the City of Farmington,
the City of Farmington Hills, the City of Keego Harbor, the City
of Lathrup Village, the City of Orchard Lake Village, the City of
Southfield, the City of Troy, the Charter Township of Bloomfield,
the Charter Township of West Bloomfield, the Village of Beverly
Hills, the Village of Bingham Farms, and the Village of Franklin
(the "Municipalities") and the County of Oakland ("the "County")
acting by and through its Drain Commissioner as county agency
have entered into the Evergreen and Farmington Sewage Disposal
Systems Intermuniciral Contract Concerning Wastewater Treatment
and Pollution Control Projects, dated September 30, 1989 (the
"Contract");and
WHEREAS, pursuant to the Contract the County has issued its
Evergreen Farmington Sewage Disposal System (Permanent Meter &
Interceptor Rehabilitation) Bonds, dated November 1, 1991, in the
original principal amount of $4,085,000 (the "Prior Bonds") to
defray part of the cost of acauiring and constructing the project
described in the Contract; and
WHEREAS, the Village of (the
"Village") has been advised that conditions in the bond market
have now improved from the conditions which prevailed at the time
the Prior Bonds were sold and that the Prior Bonds could be
refunded at a considerable savings to the Villace; and
WHEREAS, it is the determination and judgment of this
Village Council that the Prior Bonds should be refunded to secu-g,
for the Village the anticipated savings;
and
1
t f •If
THEREFORE, BE IT RESOLVED:
1. The County is requested and authorized to issue
refunding bonds (the "Refunding Bonds') pursuant to th-
provisions of Act No. 202, Public Acts of Michigan, 1943, as
amended, in an amount necessary to refund all or part of the
Prior Bonds (as shall be determined by the Drain Commissioner as
County Agency) and to pay the costs of issuing the Refunding
Bonds.
2. The proceeds of the Refunding Bonds shall be sufficient
to pay the costs of issuing the Refunding Bonds and to establish
an Escrow Fund in an amount which will be sufficient to pay the
principal of, the redemption premiums on, and the interest on the
Prior Bonds that are refunded without further payment by the
Village.
3. The Village covenants and agrees to continue to make
payments to the Zbunty in accordance with the requirements of the
Contract, said payments to be in amounts sufficient to pay its
share of the principal of and interest on the Refunding bonds and
any of the Prior bonds that are not refunded as the same shall
become due and all paying agency fees and other expenses and
charges (including the county agency's administrative expenses)
which are payable on account of the Refunding Bonds and those
Prior Bonds that are not refunded. The Village acknowledges and
agrees that its obligations as set forth in the Contract shall
continue for the Refunding Bonds and the County shall have all
rights and remedies set forth in the Contract to enforce the
obligations of the Village with respect to the Refunding Bonds in
the same manner and to the same extent that such rights and
remedies are available with respect to the Prior Bonds.
4. The Village specifically (but not by way of limitation)
reaffirms its pledge of its full faith and credit for the payment
of its obligations with respect to the Refunding Bonds and its
obligation to levy taxes for the payment of the principal of and
interest the Refunding Bonds in accordance with the provisions of
the Contract.
5. The Clerk, the Treasurer, the Manager/Administrator, or
the County's Financial Consultant or Bond Counsel, are authorized
to file an application for State Treasurer's approval io issue
bonds on behalf of the Village with respect to the IR.c.fundnc
Bonds.
6. The Clerk, the Treasurer, or the Manager/Administrator
are authorized to approve the circulation of a preliminary and
final official statement for the Refunding Bonds, to cause the
preparation of those portions of the preliminary and final
official statement that pertain to the Village, and to do all
other things necessary for compliance with Rule 15c2-12 issued
under the Securities Exchange Act of 1934, as amended (the
"Rule"). The Clerk, the Treasurer, Cr the Supervisor are
2
1 # V ,
do al 7
the
YEAS:
NAYS:
4 p • r
RArrt 4 C A
Air n
z Avo.
kLEa 5C" 4)
authorized to execute and deliver such certificates and to
other things necessary to effectuate the sale and delivery
Refunding Bonds.
7. The Clerk, the Treasurer, or the Manacer/Administrator
is authorized to execute a certificate of the Village,
constituting an undertaking to provide ongoing disclosure about
the Village for the benefit of beneficial owners of the Refundinc
Bonds as required under paragraph (b)(5) of the Rule, and
amendments to such certificate from time to time in accordance
with the terms of the certificate attached hereto as Amuendix A
(the "Continuing Disclosure Certificate"). The Village hereby
covenants and agrees that it will comply with and carry out all
of the provisions of the Continuing Disclosure Certificate.
A vote on the foregoing resolution was taken as follows:
ABSENT:
RESOLUTION DECLARED ADOPTED.
STATE OF MICHIGAN)
) SS.
COUNTY OF OAKLAND)
T, the undersigned Clerk of the Village of
__LCadopa-hn , hereby certify that the foregoing is a
true and complete cony of a resolution adopted by the Village
Council of said Village at a ,,,,t ,10..., meeting held on the 944
day of Airgs,1 , 2001, the orlainal of which resolution is on
file in my office. I further certify that notice of said meeting
was given in accordance with the provisions of the open meetings
act. :
Clerk,
Village of
las.r3-oak76
3
HEREB PR CL FOREGOING RESOLUT/ION
7.....county Executive
41et
Resolution #01139 May 24, 2001
Moved by Palmer supported by Patterson the resolutions on the Consent
Agenda be adopted (with accompanying reports being accepted).
AYES: Appel, Brian, Buckley, Causey-Mitchell, Coleman, Crawford,
Dingeldey, Douglas, Galloway, Garfield, Gregory, Law, McPherson, Millard,
Moffitt, Moss, Obrecht, Palmer, Patterson, Sever, Suarez, Taub, Webster,
Amos. (24)
NAYS: None. (0)
A sufficient majority having voted therefor, the resolutions on the
Consent Agenda were adopted, with accompanying reports being accepted.
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, G. William Caddell, Clerk of the County of Oakland, do hereby certify that the
foregoing resolution is a true and accurate copy of a resolution adopted by the
Oakland County Board of Commissioners on May 24, 2001 with the original record
thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the
County of Oakland at Pontiac, Michigan this 24 t>yday 1' May, 2001.
G. William Caddell, County Clerk