HomeMy WebLinkAbout1981-560-11.09.1981 Bowers introduced the following
Resolution entitled "RESOLUTION AUTHORIZING A CERTAIN LOAN
AGREEMENT AND PROVIDING FOR THE ISSUANCE OF NOTES THEREUNDER, "
and moved that the same be adopted . Roehr
seconded the motion to adopt . The roll was called and the
vote was,
AYES: William, Roehr, Dowie, Penaluna.
_Bowers and Burton.
ABSENT: Getty
NAYS : None
Whereupon, the Mayor declared the resolution duly adopted
as follows : RES . NO. 1981-560
RESOLUTION AUTHORIZING A CERTAIN
LOAN AGREEMENT AND PROVIDING FOR
THE ISSUANCE OF NOTES THEREUNDER
WHEREAS , the City of Waterloo , Iowa , in the County of
Black Hawk , State of Iowa , sometimes hereinafter referred to
as the "City" was duly incorporated , organized and exists
under and by virtue of the laws and Constitution of the State
of Iowa; and
WHEREAS, said City is in need of funds to pay costs of the
acquisition and demolition of real estate for redevelopment in
furtherance of the Downtown Waterloo Urban Renewal and
Redevelopment Plan; and it is deemed necessary and advisable
to borrow for said purpose by Loan Agreement and note pursuant
to Section 403 . 9 of the Code of Iowa; and
WHEREAS, pursuant to notice published as required by this
Council pursuant to Section 364 .6 of said Code , this Council
has held a public meeting and hearing upon the proposal of
entering into said Loan Agreement and the Council is
authorized to proceed therewith ;
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY
OF WATERLOO, IOWA, TO-WIT:
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AHLERS. GOONEY,DORWEILER.HAYNIE&SMITH.LAWYERS, DES MOINES, IOWA
Section 1 . There is hereby authorized the making of a
Loan Agreement between the City of Waterloo , Iowa , as
Borrower , and National Bank of Waterloo , as Lender , for a loan
in the amount of $700 ,000 . Said Loan Agreement shall be
substantially in the form attached as Exhibit A hereto , the
provisions of which are adopted and incorporated herein by
this reference and shall be deemed a part hereof as if fully
set forth in this resolution . Said loan shall be evidenced by
one or more notes to be issued on behalf of the City, which
shall be substantially in the form attached hereto as
Exhibit B, the provisions of which are adopted and incor-
porated herein by this reference and shall be deemed a part
hereof as if fully set forth in this resolution .
Said notes shall be executed by the Mayor and attested by
the City Clerk and shall be made payable to the Lender .
Section 2 . That this resolution , together with the Loan
Agreement , constitutes the contract between said City and the
Lender ; in the event of any conflict , the provisions of Loan
Agreement shall control . That when said notes have been exe-
cuted as aforesaid , they shall be delivered to the Treasurer
of said City, who shall register the same in a book provided
for that purpose and shall thereupon deliver said notes in the
amount he shall determine to be required for the purpose of
issue to the payee thereof against payment of the amount
thereof.
Section 3 . The City, as issuer , covenants that no use
will be made of the proceeds from the issuance of the Loan
Agreement and notes issued hereunder which will cause the Loan
Agreement or any of the notes to be classified as arbitrage
bonds within the meaning of Section 103 (c) ( 2 ) of the Internal
Revenue Code of the United States and that throughout the term
of said obligations it will comply with the requirements of
said statute and regulations , it is hereby certified that the
Issuer reasonably expects that:
( a) The issuer has incurred a substantial binding
obligation to commence or acquire the project to be
financed hereby.
( b) The original proceeds of the notes issued
hereunder will not exceed the costs of said project by
more than five percent .
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AHLERS,GOONEY, DORWEILER, HAYNIE&SMITH, LAWYERS, DES MOINES, IOWA
(c) At least 85% of the spendable proceeds of the
notes, including investment proceeds , will be expended to
pay the cost of the project within one year following the
date of the notes.
(d) Acquisition of and work on the project is
expected to be commenced within six months , and to proceed
thereafter with due diligence to completion.
To the best knowledge and belief of the issuer , there are
no facts or circumstances that would materially change the
foregoing statements or the conclusion that it is not expected
that the proceeds of the notes will be used in a manner that
would cause the notes to be arbitrage bonds . The City
Treasurer is expected to deliver a certificate at issuance of
the notes to certify as to the reasonable expectation of the
issuer at that date .
Section 4 . If any section , paragraph , clause or provision
of this Re,;.o1i tion be held invalid , such invalidity shall not
`" affect any of the remaining provisions hereof , and this reso-
lution shall become effective immediately upon its passage and
approval .
Section 5 . That all resolutions and parts of resolutions
in conflict herewith are hereby repealed .
PASSED AND APPROVED this 9th day of November
1981 . -- --
64p qe
Mayor , Leo P. Ro
ATTEST:
er , ry P. Bu :er
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AHLERS, COONEY, DORWEILER,HAYNIE&SMITH. LAWYERS, DES MOINES, IOWA
muff
EXHIBIT A
LOAN AGREEMENT
WHEREAS, the Council of the City of Waterloo , Iowa
( hereinafter referred to as "City" ) contemplates the acquisi-
tion and demolition of real estate for redevelopment in
furtherance of the Downtown Waterloo Urban Renewal and
Redevelopment Plan (the "Urban Renewal Project" ) ; and
WHEREAS, the City did heretofore on
adopt its Ordinance No . — pursuant to Iowa Code
Section 403 . 19 for the purpose of instituting the division of
taxes authorized in said statute with respect to properties
located within the area of the aforesaid Urban Renewal Project
( that portion of annual taxes which is derived from increased
taxable valuations as provided in Sub-Section 2 of said
statute shall be referred to herein as " incremental taxes" ) ;
and
WHEREAS , the provisions of Code Section 403 .9 authorize
the City to borrow money, and issue bonds or notes and give
security in incremental taxes as may be required therefor in
order to provide funds for the purposes of said Chapter within
the area of an urban renewal project ; and
WHEREAS , the City has reviewed the terms and security pro-
visions of the Loan hereinafter provided and finds the same to
be highly favorable in respect to rate and terms under the
prevailing market conditions and to be to the best advantage
of the City of Waterloo and its residents and in furtherance
of the conduct of the aforesaid Urban Renewal Project .
NOW, THEREFORE , IN CONSIDERATION OF THE MUTUAL COVENANTS
HEREINAFTER SET FORTH , IT IS AGREED AS FOLLOWS:
1 . National Bank of Waterloo (hereinafter referred to as
"Lender" ) shall make available to the City of Waterloo , Iowa ,
sums not to exceed the aggregate of $700 ,000 , the entire or
any part of the principal amount of which will be advanced to
the City at such times and in such amounts as shall be spe-
cified upon five days ' advance notice to Lender .
2 . Interest shall be due and owing and payable by the
City at maturity upon the unpaid balance of each said Loan
from the date funds are advanced to the City at a rate equal
to ten and one-half percent (101% ) per annum.
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AHLERS, COONEY.DORWEILER, HAYNIE&SMITH. LAWYERS, DES MOINES, IOWA
The principal amount of the note shall be paid on May 1,
1983 .
The City reserves the right to prepay any portion of the
principal hereunder or interest thereon at any time , without
penalty.
3 . The aforesaid Loan will be payable by the City solely
and only from:
a. From the proceeds of the sale of general obliga-
tion bonds heretofore authorized for the project in the
amount of $4 ,725 ,000 .
b . From the proceeds of the collection of incre-
mental taxes within the Urban Renewal Project area as con-
templated and authorized by Code Section 403 .19 and the
City Ordinance referred to above and to the extent
hereinafter in Section 4 , provided .
c . From such other sources or funds as the City
Council in its sole discretion shall transfer or apply to
the purpose ; but in no event shall the Council or the City
be deemed obligated to provide funds from other sources .
One or more notes shall be executed on behalf of the City by
its Mayor and City Clerk in accordance with the terms of this
Agreement , incorporating said terms by reference , for the
principal amount of each said Loan as may be requested by
Lender . No priority shall exist among said notes by reason of
their dating or numbering .
4 . There is hereby pledged and granted by City to Lender
a security interest in the right of the City to receive incre-
mental taxes derived from the division of taxes as defined in
Code Section 403 . 19 and any amounts on hand in the special
fund created pursuant to said statute , subject , however , to
the right of the City to apply funds so received during the
current fiscal year to reimburse the costs of prior projects .
5 . The City covenants that it will cause the general
obligation bonds referred to in Section 3 (a) to be issued ,
delivered and sold and the proceeds thereof to be applied
forthwith to the timely payment of the loan.
6 . In addition , the City will certify to the Auditor of
Black Hawk , County, Iowa, the amount of incremental taxes for
collection in the 1982-1983 fiscal year in an amount equal to
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AHLERS,COONEY,DORWEILER. HAYNIE&SMITH, LAWYERS, DES MOINES, IOWA
the lesser of the total sum required in each such fiscal year
for payments required to be made pursuant to this Agreement or
in the maximum amount permitted by law.
7 . The City covenants that until such time as the Loan is
paid in full as to principal and interest it will maintain in
force an ordinance implementing and placing in effect the pro-
visions of Iowa Code Section 403 .19 with respect to the divi-
sion of tax receipts .
8 . This Agreement is executed pursuant to the provisions
of Section 403 . 9 , Code of Iowa and shall be read and construed
as conforming to all provisions and requirements of said
statute . The parties hereto agree to cooperate in the filing
of such financing statements or continuations thereof as may
be deemed appropriate .
9 . The Lender may deem its obligation hereunder to be
conditioned upon being furnished at closing , at the expense of
the City, a legal opinion of Ahlers , Cooney, Dorweiler ,
Haynie & Smith reciting that this Loan Agreement and the note
or notes issued hereunder are authorized in conformity to the
laws of the State of Iowa and constitute lawful obligations of
the City payable in accordance with the terms hereof and that
interest received on the notes or hereunder , under existing
statutes , regulations and decisions , is exempt from present
federal income taxation except when received by a person or
corporation constituting a "substantial user" of facilities to
be acquired or constructed from the proceeds of the Loan as
said term is defined in Section 103 ( b) of the Internal Revenue
Code of 1954 , as amended .
WITNESS our hands and seals at Waterloo , Iowa , this
10 day of November , 1981 .
CITY OF WATERLOO, IOWA
(SEAL)
By �/ • /Med
Mayor
ATTEST: Leo P. Roo 'f
By
Ci Cler
La r P. Bu r
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AHLERS, COONEY, DORWEILER, HAYNIE&SMITH, LAWYERS, DES MOINES, IOWA
NOTE
No . 1 $700 , 000 . 00
The City of Waterloo , Iowa, for value received , promises
to pay to National Bank of Waterloo , Waterloo , Iowa, Seven
Hundred Thousand Dollars, lawful money of the United States of
America , with interest on the outstanding balance thereof from
the date hereof until paid at a rate of ten and one-half per-
cent (10 . 50% ) per annum, payable in full as to principal and
interest on or before May 1, 1983 . Both principal and
interest are payable at the office of the City Treasurer ,
Waterloo , Iowa .
Payments hereunder shall be first applied to interest and
thereafter to principal and shall be paid pro rata with an
entire series of notes in the total amount of $700 ,000 . 00 .
The City may prepay interest or principal at its option at
any time , without penalty.
This note is issued to pay certain costs of carrying out
an urban renewal project of the issuer designated as the
Downtown Waterloo Urban Renewal and Redevelopment Plan , in
conformity to a certain Loan Agreement, dated
1981 , between the City of Waterloo , Iowa and National Bank of
Waterloo , the terms of which are incorporated herein by
reference and is payable only from the sources as provided in
said Loan Agreement .
IN TESTIMONY WHEREOF , said City of Waterloo , Iowa , by
its City Council has caused this note to be signed by the
Mayor and attested by the City Clerk this 10th day of
November , 1981 .
ByQat, e _
Mayor , Leo P. R f
ATTEST:
BY
_
Cit C1 , Larry P urger
AHLERS, COONEY. DORWEILER. HAYNIE&SMITH.LAWYERS, DES MOINES, IOWA
CIG-3
1-79
CERTIFICATE
STATE OF IOWA
SS
COUNTY OF BLACK HAWK
I , the undersigned City Clerk of Waterloo , Iowa , do hereby
certify that attached is a true and complete copy of the por-
tion of the corporate records of said Municipality showing
proceedings of the Council , and the same is a true and
complete copy of the action taken by said Council with respect
to said 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
asccessible to the public and clearly designated for that pur-
pose at the principal office of the Council (a copy of the
face sheet of said agenda being attached hereto) pursuant to
the local rules of the Council and the provisions of Chapter
28A, Code of Iowa , upon reasonable advance notice to the
public and media at least twenty-four hours prior to the com-
mencement of the meeting as required by said law and with mem-
bers 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 said 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 said Municipality hereto
affixed this 10th day of November 1981 .
Cit Cle , Waterlo owa
L rry Burger
SEAL
AHLERS.COONEY. DORWEILER.HAYNIE&SMITH. LAWYERS. DES MOINES. IOWA