HomeMy WebLinkAbout2021-299-05.03.21 ADV-ELEC-POS 2021A GO BONDSMayITEMS TO INCLUDE ON AGENDA
CITY OF WATERLOO, IOWA
$14,370,000* (Subject to Adjustment per Terms of Offering) General Obligation Bonds, Series
2021A
• Resolution directing the advertisement for sale and approving electronic bidding
procedures and Distribution of Preliminary Official Statement.
NOTICE MUST BE GIVEN PURSUANT TO IOWA CODE
CHAPTER 21 AND THE LOCAL RULES OF THE CITY.
May 3, 2021
The City Council of the City of Waterloo, State of Iowa, met in regular session, in the
Council Chambers, City Hall, 715 Mulberry Street, Waterloo, Iowa, with some council members
participating via video conferencing, at 5:30 P.M., on the above date. There were present Mayor
Quentin Hart, in the chair, and the following named Council Members:
Boesen, Amos, Morrissey, Klein, Feuss, Grieder, Juon
Absent: None
Vacant: None
Council Member Grieder introduced the following Resolution entitled "RESOLUTION
DIRECTING THE ADVERTISEMENT FOR SALE OF $14,370,000* (SUBJECT TO
ADJUSTMENT PER TERMS OF OFFERING) GENERAL OBLIGATION BONDS, SERIES
2021A, AND APPROVING ELECTRONIC BIDDING PROCEDURES AND DISTRIBUTION
OF PRELIMINARY OFFICIAL STATEMENT" and moved its adoption. Council Member
Feuss seconded the Resolution to adopt. The roll was called and the vote was,
AYES: Amos, Morrissey, Klein, Feuss, Grieder, Juon, Boesen
NAYS: None
Whereupon, the Mayor declared the resolution duly adopted as follows:
RESOLUTION NO. 2021-299
RESOLUTION DIRECTING THE ADVERTISEMENT FOR
SALE OF $14,370,000* (SUBJECT TO ADJUSTMENT PER
TERMS OF OFFERING) GENERAL OBLIGATION BONDS,
SERIES 2021A, AND APPROVING ELECTRONIC BIDDING
PROCEDURES AND DISTRIBUTION OF PRELIMINARY
OFFICIAL STATEMENT
WHEREAS, the Issuer is in need of funds to pay costs of the acquisition, improvement
and installation of traffic control devices, signage, fixtures, equipment and improvements,
including but not limited to traffic signal, pavement markings, traffic safety, fiber optics
installation, and street light fixtures, connections, and facility improvements; the acquisition and
installation of emergency services communication equipment and systems, including early
warning sirens; the acquisition of vehicles and equipment for the Police and Fire Departments;
the acquisition of vehicles and equipment for the street, public works and sign and traffic
departments; the rehabilitation and improvement of City parks and the acquisition, repair and
replacement of facilities, equipment and improvements commonly found in City parks; the
removal, replacement and planting of trees in parks and public grounds; the construction,
reconstruction and repairing of street, sidewalk, trail, alley, public ground, marketplace, bridges,
pedestrian underpasses and overpasses, and intersection improvements; the acquisition,
construction and improvement of real and personal property useful for the protection of property
from floods or high waters, including flood control, levees, embankments, waterway, storm
water and drainage improvements; the removal or replacement of dead or diseased trees; the
acquisition and demolition of dangerous or dilapidated buildings, structures or properties, or
funding multi -family housing assistance; acquiring, developing and improving of a geographic
computer data base system suitable for automated mapping and facilities management;
improvement of the city -owned airport; the reconstruction and improvement of dams already
owned; and refunding or refinancing outstanding indebtedness of the City, including General
Obligation Bonds, Series 2012A, and General Obligation Bonds, Series 2013A, essential
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corporate purpose(s), and it is deemed necessary and advisable that General Obligation Bonds, to
the amount of Not to Exceed $19,750,000 be authorized for said purpose(s); and
WHEREAS, pursuant to notice published as required by Section 384.25 of the Code of
Iowa, this Council has held a public meeting and hearing upon the proposal to institute
proceedings for the issuance of the Bonds, and the Council is therefore now authorized to
proceed with the issuance of said Bonds for such purpose(s); and
WHEREAS, the City is in need of funds to pay costs of reconstruction, renovation and
improvements to sports and park facilities through the sports facilities improvement fund and the
park improvement fund; the acquisition and repair of city irrigation systems; equipping city
departments and City Hall, including technology and software; the renovation, construction,
improvement and equipping of the golf course; programs to promote traffic safety; the
acquisition, improvement, and equipping of the public library; the construction, reconstruction
and renovation of public art; the acquisition of vehicles for various city departments; and funding
of the Red Cedar Initiative to promote business development, general corporate purpose(s), and
it is deemed necessary and advisable that General Obligation Bonds, to the amount of Not to
Exceed $700,000 be authorized for said purpose(s); and
WHEREAS, the Issuer has a population of more than 5,000 but not more than 75,000,
and the Bonds for these purposes do not exceed $700,000; and
WHEREAS, pursuant to notice published as required by Section 384.26 of the Code of
Iowa, the Council of the City has held public meeting and hearing upon the proposal to institute
proceedings for the issuance of Bonds for general corporate purpose(s) in the amounts as above
set forth, and, no petition for referendum having been received, the Council is therefore now
authorized to proceed with the issuance of said Bonds for such purpose(s); and
WHEREAS, the City is in need of funds to pay costs of the construction, reconstruction,
improvement, renovation, and equipping of aquatic facilities, general corporate purpose(s), and it
is deemed necessary and advisable that General Obligation Bonds, to the amount of Not to
Exceed $700,000 be authorized for said purpose(s); and
WHEREAS, the Issuer has a population of more than 5,000 but not more than 75,000,
and the Bonds for these purposes do not exceed $700,000; and
WHEREAS, pursuant to notice published as required by Section 384.26 of the Code of
Iowa, the Council of the City has held public meeting and hearing upon the proposal to institute
proceedings for the issuance of Bonds for general corporate purpose(s) in the amounts as above
set forth, and, no petition for referendum having been received, the Council is therefore now
authorized to proceed with the issuance of said Bonds for such purpose(s); and
WHEREAS, the Issuer is in need of funds to pay costs of aiding in the planning,
undertaking and carrying out of urban renewal projects under the authority of Chapter 403 and
the Urban Renewal Plans for the Downtown Waterloo Urban Renewal and Redevelopment Area,
the Crossroads Urban Renewal Area, the Martin Road Development Area, the Northeast Site
Urban Renewal Area and the Rath Area Redevelopment Area, such as those costs associated
with acquisitions of properties and related demolition and clearance activities, grants to private
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developers, public infrastructure projects including streets, streetscape, and utility improvements,
and costs of the downtown development plan, essential corporate urban renewal purpose
project(s), and it is deemed necessary and advisable that the City issue General Obligation
Bonds, for such purpose(s) to the amount of Not to Exceed $1,300,000 be authorized by Sections
384.25 and 403.12 of the Code of Iowa; and
WHEREAS, pursuant to notice published as required by Sections 384.25 and 403.12 of
the Code of Iowa, this Council has held a public meeting and hearing upon the proposal to
institute proceedings for the issuance of the Bonds, and all objections, if any, to such Council
action made by any resident or property owner of the City were received and considered by the
Council; and no petition having been filed, it is the decision of the Council that additional action
be taken for the issuance of said Bonds for such purpose(s), and that such action is considered to
be in the best interests of the City and the residents thereof; and
WHEREAS, pursuant to Section 384.28 of the Code of Iowa, it is hereby found and
determined that the various general obligation bonds authorized as hereinabove described shall
be combined for the purpose of issuance in a single issue of $14,370,000* (Subject to
Adjustment per Terms of Offering) General Obligation Bonds as hereinafter set forth; and
WHEREAS, in conjunction with its Municipal Advisor, Speer Financial, the City has
caused an Official Statement to be prepared outlining the details of the proposed sale of the
Bonds; and
WHEREAS, the Council has received information from its Municipal Advisor evaluating
and recommending the procedure hereinafter described for electronic, facsimile and internet
bidding to maintain the integrity and security of the competitive bidding process and to facilitate
the delivery of bids by interested parties; and
WHEREAS, the Council deems it in the best interests of the City and the residents
thereof to receive bids to purchase such Bonds by means of both sealed and electronic internet
communication.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF WATERLOO, STATE OF IOWA:
Section 1. That the receipt of electronic bids by facsimile machine and through the
SpeerAuction Competitive Bidding System described in the Notice of Sale and Official
Statement are hereby found and determined to provide reasonable security and to maintain the
integrity of the competitive bidding process, and to facilitate the delivery of bids by interested
parties in connection with the offering at public sale.
Section 2. That General Obligation Bonds, Series 2021A, of City of Waterloo, State of
Iowa, in the amount of $14,370,000* (Subject to Adjustment per Terms of Offering), to be
issued as referred to in the preamble of this Resolution, to be dated June 22, 2021, be offered for
sale pursuant to the published advertisement.
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Section 3. That the preliminary Official Statement in the form presented to this meeting
be and the same hereby is approved as to form and deemed final for purposes of Rule 15c2-12 of
the Securities and Exchange Commission, subject to such revisions, corrections or modifications
as the Mayor and City Clerk, upon the advice of bond counsel and the City's Municipal Advisor,
shall determine to be appropriate, and is authorized to be distributed in connection with the
offering of the Bonds for sale.
Section 4. That the Clerk is hereby directed to publish notice of sale of the Bonds at least
once, the last one of which shall be not less than four clear days nor more than twenty days
before the date of the sale. Publication shall be made in the "Waterloo Courier", a legal
newspaper, printed wholly in the English language, published within the county in which the
Bonds are to be offered for sale or an adjacent county. The notice is given pursuant to Chapter
75 of the Code of Iowa, and shall state that this Council, on the 19th day of May, 2021, at 5:00
P.M., will hold a meeting to receive and act upon bids for said Bonds, which bids were
previously received and opened by City Officials at 10:30 A.M. on said date. The notice shall be
in substantially the following form:
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NOTICE OF BOND SALE
Time and Place of Sealed Bids: Bids for the sale of Bonds of the City of Waterloo, State
of Iowa, hereafter described, must be received at the office of the City Clerk, City Hall, 715
Mulberry Street, Waterloo, Iowa (the "Issuer") at the times specified below, on the 19th day of
May, 2021. The bids will then be publicly opened and referred for action to the meeting of the
City Council in conformity with the Terms of Offering.
The Bonds: The Bonds to be offered are the following:
GENERAL OBLIGATION BONDS, SERIES 2021A, in the
amount of $14,370,000**, to be dated June 22, 2021, bids to be
received before 10:30 A.M.
TAXABLE GENERAL OBLIGATION BONDS, SERIES 2021B,
in the amount of $8,610,000*, to be dated June 22, 2021, bids to be
received before 11:00 A.M.
(Collectively, the "Bonds")
*Subject to principal adjustment pursuant to official Terms of Offering.
Manner of Bidding: Open bids will not be received. Bids will be received in any of the
following methods:
• Sealed Bidding: Sealed bids may be submitted and will be received at the office
of the City Clerk at City Hall, 715 Mulberry Street, Waterloo, Iowa.
• Electronic Internet Bidding: Electronic internet bids will be received at the office
of the City Clerk at City Hall, 715 Mulberry Street, Waterloo, Iowa. The bids
must be submitted through the SPEERAUCTION competitive bidding system.
• Electronic Facsimile Bidding: Electronic facsimile bids will be received by the
City Clerk at City Hall, 715 Mulberry Street, Waterloo, Iowa (facsimile number:
(319) 291-4571) or the City's Municipal Advisor, Speer Financial, Waterloo, Iowa
(facsimile number: (319) 291-8628). Electronic facsimile bids will be treated as
sealed bids.
Consideration of Bids: After the time for receipt of bids has passed, the close of sealed
bids will be announced. Sealed bids will then be publicly opened and announced. Finally,
electronic internet bids will be accessed and announced.
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Sale and Award: The sale and award of the Bonds will be held at the Council Chambers,
City Hall, 715 Mulberry Street, Waterloo, Iowa at a meeting of the City Council on the above
date at 5:00 P.M.
Official Statement: The Issuer has issued an Official Statement of information pertaining
to the Bonds to be offered, including a statement of the Terms of Offering and an Official Bid
Form, which is incorporated by reference as a part of this notice. The Official Statement may be
obtained by request addressed to the City Clerk, City Hall, 715 Mulberry Street, Waterloo, Iowa
or the Issuer's Municipal Advisor, Speer Financial, 531 Commercial Street, Waterloo, Iowa,
50703, Telephone: 319-291-2077.
Terms of Offering: All bids shall be in conformity with and the sale shall be in
accordance with the Terms of Offering as set forth in the Official Statement.
Legal Opinion: The Bonds will be sold subject to the opinion of Ahlers & Cooney, P.C.,
Attorneys of Des Moines, Iowa, as to the legality and their opinion will be furnished together
with the printed Bonds without cost to the purchaser and all bids will be so conditioned. Except
to the extent necessary to issue their opinion as to the legality of the Bonds, the attorneys will not
examine or review or express any opinion with respect to the accuracy or completeness of
documents, materials or statements made or furnished in connection with the sale, issuance or
marketing of the Bonds.
Rights Reserved: The right is reserved to reject any or all bids, and to waive any
irregularities as deemed to be in the best interests of the public.
By order of the City Council of the City of Waterloo, State of Iowa.
Kelley Felchle, City Clerk, City of Waterloo,
State of Iowa
(End of Notice)
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PASSED AND APPROVED this 3rd day of May, 2021.
Quentin Hart, Mayor
ATTEST:
Ke//ee �eCch�e
Kelley Felchle, City Clerk
CERTIFICATE
STATE OF IOWA
) SS
COUNTY OF BLACK HAWK
I, the undersigned City Clerk of the City of Waterloo, State of Iowa, do hereby certify
that attached is a true and complete copy of the portion of the records of the City showing
proceedings of the Council, and the same is a true and complete copy of the action taken by the
Council with respect to the matter at the meeting held on the date indicated in the attachment,
which proceedings remain in full force and effect, and have not been amended or rescinded in
any way; that meeting and all action thereat was duly and publicly held in accordance with a
notice of meeting and tentative agenda, a copy of which was timely served on each member of
the Council and posted on a bulletin board or other prominent place easily accessible to the
public and clearly designated for that purpose at the principal office of the Council pursuant to
the local rules of the Council and the provisions of Chapter 21, Code of Iowa, upon reasonable
advance notice to the public and media at least twenty-four hours prior to the commencement of
the meeting as required by law and with members of the public present in attendance; I further
certify that the individuals named therein were on the date thereof duly and lawfully possessed of
their respective City offices as indicated therein, that no Council vacancy existed except as may
be stated in the proceedings, and that no controversy or litigation is pending, prayed or
threatened involving the incorporation, organization, existence or boundaries of the City or the
right of the individuals named therein as officers to their respective positions.
WITNESS my hand and the seal of the Council hereto affixed this 3rd day of May, 2021.
Kelley Felchle, City Clerk, City of Waterloo,
State of Iowa
STATE OF IOWA
COUNTY OF BLACK HAWK
CERTIFICATE
)
) SS
)
I, the undersigned, do hereby certify that I am now and was at the times hereinafter
mentioned, the duly qualified and acting Clerk of the City of Waterloo, in the County of Black
Hawk, State of Iowa, and that as such Clerk and by full authority from the Council of the City, I
have caused a
NOTICE OF BOND SALE
($14,370,000* (Subject to Adjustment per Terms of Offering) General
Obligation Bonds, Series 2021A)
of which the clipping annexed to the publisher's affidavit hereto attached is in words and figures
a correct and complete copy, to be published as required by law in the "Waterloo Courier", a
legal newspaper published at least once weekly, printed wholly in the English language,
published regularly and mailed through the post office of current entry for more than two years
and which has had for more than two years a bona fide paid circulation recognized by the postal
laws of the United States, and has a general circulation in the City, and that the Notice was
published in all of the issues thereof published and circulated on the following date:
May 5, 2021.
WITNESS my official signature this 5th day of May, 2021.
Kate, �e/clite
Kelley Felchle, City Clerk, City of Waterloo,
State of Iowa
(SEAL)