HomeMy WebLinkAbout1988 09_OPWA_Incurrance of debt OPWA_199.11.07
PURSUANT TO THE LEGAL NOTICE AS IS REQUIRED BY THE OKLAHOMA OPEN
MEETING ACT INCLUDING THE POSTING OF NOTICE AND AGENDA AS IS
REQUIRED BY THE TERMS THEREOF, THE TRUSTEES OF THE OWASSO PUBLIC
WORKS AUTHORITY, STATE OF OKLAHOMA, MET IN SPECIAL SESSION IN THE
COUNCIL CHAMBERS AT THE CITY HALL IN SAID CITY ON THE 7TH DAY OF
NOVEMBER, 1988, AT 10:00 O'CLOCK A.M.
and Mark Thompson
PatrIcIa Marlar
Von StockIer,
Stacy P. Lamb,
PRESENT:
Phillips
Notice of this special meeting having been given in writing to the Clerk of the City of
Owasso, Oklahoma, forty-eight (48) hours prior to such meeting and public notice of
this meeting having been posted in prominent view at the City Hall, 207 South Cedar,
Owasso, Oklahoma, twenty-four (24) hours prior to this meeting, excluding Saturdays,
Sundays and legal holidays, all compliance with the Oklahoma Open Meeting Act
John P.
ABSENT:
by
Proceedings)
THEREUPON, the Chairman introduced a Resolution, and upon motion
Thomp~?J}, seconded by Marlar, said Resolution was adopted by the following vote:
(Other
Marlar and Thompson
Lamb, StockIer,
AYE
the Secretary,
attested by
NONE
Said Resolution was thereupon signed by the Chairman,
sealed with the seal of said public trust, and is as follows:
NAY:
88-09
A RESOLUTION AUTHORIZING THE OWASSO PUBLIC WORKS
AUTHORITY TO ISSUE ITS $6,100,000 PUBLIC IMPROVEMENT
REVENUE BONDS, SERIES 1988; WAIVING ANY
DISCREPANCIES IN THE PROCEDURE OF TAKING
COMPETITIVE BIDS AND AUTHORIZING SAID BONDS TO BE
SOLD AT A DISCOUNT; APPROVING A BOND INDENTURE
AUTHORIZING THE ISSUANCE AND SECURING THE
PAYMENT OF SAID BONDS; APPROVING A DEPOSITORY
BANK AG REEMENT WITH FIRST BANK OF OW ASSO, OW ASSO,
OKLAHOMA; APPROVING THE OFFICIAL STATEMENT
PERTAINING TO SAID BONDS AND AUTHORIZING THE
CHAIRMAN TO APPROVE ANY CORRECTIONS TO SAID
OFFICIAL ST A TEMENT; PROVIDING THAT THE
DECLARATION OF TRUST CREATING THE AUTHORITY IS
SUBJECT TO THE PROVISIONS OF SAID BOND INDENTURE;
APPROVING A REFUNDING ESCROW AGREEMENT
..
OPWA RESOLUTION NO
PERTAINING TO THE REFUNDING OF THE AUTHORITY'S
OUTSTANDING UTILITY SYSTEM REVENUE BONDS, SERIES
1987; APPROVING A SECURITY AGREEMENT BETWEEN THE
CITY AND THE AUTHORITY PERTAINING TO THE USE OF
CERTAIN SALES TAX REVENUE BY THE AUTHORITY;
DESIGNATING THE BONDS AS QUALIFIED TAX-EXEMPT
OBLIGATIONS; AUTHORIZING AND DIRECTING THE
EXECUTION OF BONDS AND OTHER DOCUMENTS RELATING
TO THE TRANSACTION; AND CONTAINING OTHER
PROVISIONS RELATING THERETO.
WHEREAS, The Owasso Public Works Authority (the "Authority") has been
created by a Declaration of Trust, dated as of January 10, 1973, designating the
members of the governing board of the City of Owasso, Oklahoma, as Trustees of the
Authority for the use and benefit of the City of Owasso, Oklahoma (the "City") under
authority of and pursuant to the provisions of Title 60, Oklahoma Statutes 1981,
Sections 176 to 180.4, inclusive, as amended and supplemented, the Oklahoma Trust
Act and other applicable statutes of the State of Oklahoma; and
WHEREAS, the Authority has heretofore issued its $500,000 Refunding Revenue
Bonds, Series 1917, dated November 1, 1917 (the "1977 Bonds") for the purpose of
refunding both (a) the Owasso Utilities Authority's outstanding First Mortgage
Revenue Bonds, Series A, dated February 1, 1967, and (b) the AUTHORITY's Water and
Sewer System Revenue Bonds, Series 1973, dated November 1, 1973; and
WHEREAS, the Authority has heretofore issued its $285,000 Revenue Bonds,
Series 1979, dated February 1, 1979 (the "1979 Bonds") on a parity basis with the 1977
Bonds for the purpose of constructing extensions and improvements to the water
and/or sewer system of the City; and
WHEREAS, the Authority has heretofore issued its $1,000,000 Utility System
Revenue Bonds, Series 1987, dated November 1, 1987 (the "1987 Bondsll) on a parity
basis with the 1917 Bonds and the 1979 Bonds for the purpose of constructing
extensions and improvements to the water and/or sewer system of the City; and
WHEREAS, the Authority has heretofore decided to defease its 1917 Bonds and
1979 Bonds through utilization of available monies in funds and accounts contained in
Bond Indentures pursuant to which the respective 1917 Bonds and 1979 Bonds were
issued and from such other monies available to said Authority; and
WHEREAS, it is deemed advisable by the City of Owasso, State of Oklahoma (the
"City"), to make certain street improvements throughout of the City, improve the
storm sewer and drainage system, purchase firefighting equipment, acquire, construct
and equip an animal impoundment facility and acquire, construct, renovate and equip
certain recreational facilities of the City; and
WHEREAS, the Authority intends to issue revenue bonds in a sufficient amount in
order to have funds available to finance such improvements set forth herein and to
provide for the advance refunding and defeasance of the Authority's 1987 Bonds; and
2
WHEREAS, pursuant to Resolution 87-07, dated August 18, 1987, the City
authorized the transfer of the three-cent sales tax revenues collected by the City to
the Authority less the deposits made to the Sinking Fund on the outstanding General
Obligation Bonds of 1983 of the City, through August 31, 1992, and of which, pursuant
to an election held for such purpose on October 4, 1988, the voters of the City of
Owasso, Oklahoma, approved the extension of an existing one percent (1%) sales tax
provided by Ordinance No. 395, originally established by Ordinance No. 326, as
amended of the City and provide that the proceeds thereof be used to pay principal
and interest on the bonds referenced herein and to provide capital improvements under
certain circumstances for the City; and
WHEREAS, the estimated amounts necessary for such purposes are Two Million
Seven Hundred Thousand Dollars ($2,700,000) for street improvements, Five Hundred
Fifteen Thousand Dollars ($515,000) for the storm sewer and drainage system, Thirty-
Five Thousand Doll2rs ($35,000) for firefighting equipment, Fifty Thousand Dollars
($50,000) for the animal impoundment facility and Four Hundred Forty-Three
Thousand ($443,000) for recreational facilities; and
Authority under Title 60, Oklahoma Statutes
bonds to provide funds for such purposes.
said
venue
WHEREAS, power is granted
ion 176 et seg., to issue re
OF THE OW ASSO
RESOLVED BY THE TRUSTEES
IT
Sect
NOW, THEREFORE, BE
PUBLIC RKS AUTHORITY
SECTION 1. INDEBTEDNESS AUTHORIZED. The Authority is authorized to
incur an indebtedness by the issuance of its Public Improvement Revenue Bones, Series
1988 (the "Be lds") for and on behalf of the City of Owasso, Oklahoma, in an
amount of $6,100,000 pursuant to the terms and conditions of the Bond
approved by Section 3 hereof.
aggregate
Indenture
SECTION 2. DISCREPANCIES IN COMPETITIVE BIDDING WAIVED; DISCOUNT
AUTHORIZED. Any discrepancies in the competitive bidding on the sale of said Bonds
is waived and the Bonds are authorized to be sold at a discount of 2% of their par
value pursuant to the lowest and best bid received by the Authority on this date.
SECTION 3 BOND INDENTURE. The Bond Indenture dated as of November 1,
1988, by and behveen the Authority and The First National Bank and Trust Company
of Tulsa, Tulsa, Oklahoma, authorizing the issuance of and securing the payment of
the Bonds approved in Section 1 hereof, is hereby approved and the Chairman and
Secretary are authorized and direced to execute and deliver same for and on behalf of
the Authority
SECTION i. DEPOSITORY BANK AGREEMENT. The Depository Bank
Agreement dated as of November 1, 1988, between the Authority and the First Bank
of Owasso, Owasso, Oklahoma, is hereby approved and the Chairman and Secretary are
authorized and directed to execute and deliver same for and on behalf of the
Authority.
STATEMENT. The Preliminary Official Statement
and security for said Bonds, is hereby adopted and
OFFICIAL
conditions
SECTION 5.
outlining the terms,
..
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approved and the Chairman is authorized to approve any corrections, additions Of
deletions thereto for and on behalf of the Authority and thefeupon the Chairman is
authorized and directed to execute and deliver the Final Official Statement for and on
behalf of the Authority; provided further, that the information contained in said
Official Statement is correct in all material respects and such information does not
contain any untrue statements of a material fact and does not omit to state a material
fact necessary to make the statements made in such Official Statement, in light of
the circumstances under which they were made, not misleading
SECTION 6. DECLARATION OF TRUST SUBJECT TO BOND INDENTURE. The
Declaration of Trust dated as of January 10, 1973, creating the Authority is subject to
the provisions of the Bond Indenture approved in Section 3 hereof.
SECTION 7. REFUNDING ESCROW AGREEMENT. The Refunding Escrow
Agreement dated as of November 1, 1988, between the Authority and The First
National Bank and Trust Company of Tulsa, Tulsa, Oklahoma, pertaining to the
payment of the Authority's outstanding Utility System Revenue Bonds, Series 1987, is
hereby adopted and approved and the Chairman and the Secretary are hereby
authorized and directed to execute and deliver same for and on behalf of the
Authority and said bank is hereby directed to execute such defeasance certificate and
releases required by Bond Counsel to release the lien and pledge of the indenture
securing the Authority's outstanding bonds.
SECTION 8. SECURITY AGREEMENT. The Security Agreement dated as of
November 1, 1988 between the Authority and the City of Owasso, Oklahoma,
pertaining to the use of certain sales tax revenue collected by the City to be used by
the Authority is hereby approved and the Chairman and Secretary are authorized and
directed to execute and deliver same for and on behalf of the Authority.
SECTION 9. BONDS DESIGNATED AS QUALIFIED TAX-EXEMPT
OBLIGATIONS. - The Trustees of the Authority reasonabfYanTicipate that the
aggregate amount of "qualified tax-exempt obligations", as defined in Section
265(b)(3)(B) of the Internal Revenue Code of 1986 (the "Code"), which will be issued by
the Authority, the City Council of the City and all subordinate entities thereof during
calendar year 1988 does not exceed $10,000,000, and hereby covenant and agree, as a
material inducement and consideration to the purchaser of the Authority's Bonds, that
neither it or any subordinate entity thereof will, during calendar year 1988, issue
"qualified tax-exempt obligations", as defined in Section 265(b)(3)(B) of the Code, in an
aggregate amount exceeding $10,000,000. It is the purpose and intent of this Section
that the Bonds shall constitute and the Bonds are hereby designated as "qualified tax-
exempt obligations" as defined in Section 265(b)(3)(B) of the Code, in order that the
purchaser of the Bonds (and subsequent purchasers thereof) may avail themselves of
the exception contained in Section 265(b)(3)(B) of the Code with respect to interest
incurred to carry tax-exempt bonds. The Trustees of the Authority hereby covenant
and agree that it will not designate as "qualified tax-exempt obligations" more than
$10,000,000 in aggregate amount of obligations issued by the Authority or any
subordinate entity thereof during calendar year 1988.
EXECUTION OF NECESSARY DOCUMENTS. The Chairman and
their absence or incapacity the Vice Chairman and Assistant
10.
in
SECTION
Secretary
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Secretary, respectively) are hereby authorized and directed on behalf of the Authority
to execute and deliver the Bonds to the purchasers upon receipt of the purchase price
and the Chairman or Vice Chairman and the Secretary or Assistant Secretary are
further authorized and directed to execute all necessary closing and delivery papers
required by Bond Counsel; approve the disbursements of the proceeds of the Bonds; to
approve and made any changes to the documents approved by this resolution, for and
on behalf of the Authority, the execution and delivery of such documents being
conclusive as to the approval of any changes contained therein by the Authority; and
to execute, record and file any and all necessary financing statements, security
instruments, including but not limited to, the documents approved hereby, and to
consummate the transaction contemplated hereby.
PASSED AND APPROVED this 7th day of November, 1988
THE OWASSO PUBLIC WORKS AUTHORITY
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(SEAL)
ATTEST:
/l
/ / ~
( /
~4P'. ~
_, / Secretary
v .
STATE OF OKLAHOMA )
)SS
COUNTY OF TULSA )
I, the undersigned, the duly qualified and acting Secretary of The Owasso Public
Works Authority, hereby certify that the foregoing is a true and complete copy of
Resolution No. 88-09 adopted by the governing body of a special meeting thereof duly
held on the date therein set out insofar as the same relates to the introduction,
reading and adoption thereof as the same appears of record in my office.
I further certify that attached hereto are true and complete copies of the notice
given to the City Clerk of Owasso, Oklahoma, at least forty-eight (48) hours prior to
the meeting at which said Resolution was adopted; and of public notice posted at the
City Hall, 207 South Cedar, in said municipality twenty-four (24) hours prior to said
meeting, excluding Saturdays, Sundays and legal holidays.
WITNESS my hand and seal this 7th day of November, 1988
~ /
Secre
(SEAL) I
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