08/09/2011 Ordinances 9311Ordinance No. 9311
AN ORDINANCE PROVIDING FOR THE PURCHASE AND LEASING OF AN
AGRICULTURAL EXPOSITION AND EVENTS CENTER FOR THE CITY OF GRAND
ISLAND; AUTHORIZING EXECUTION AND DELIVERY OF A THIRD ADDENDUM TO
LEASE PURCHASE AGREEMENT WITH FONNER PARK EXPOSITION AND EVENTS
CENTER, INC., AMENDING AND CONFIRMING THE TERMS OF A LEASE PURCHASE
AGREEMENT PREVIOUSLY ENTERED INTO, RELATING TO THE CONSTRUCTION AND
ACQUISITION OF SAID EVENTS CENTER FOR USE BY THE CITY OF GRAND ISLAND,
NEBRASKA; APPROVING THE EXECUTION OF DOCUMENTS WITH RESPECT TO SAID
THIRD ADDENDUM; PROVIDING FOR CONFIRMATION OF THE ACCEPTANCE OF
TITLE; APPROVING THE TERMS OF A TRUST INDENTURE AND SECURITY
AGREEMENT; MAKING CERTAIN DETERMINATIONS WITH RESPECT TO REFUNDING
BONDS TO BE ISSUED UNDER SUCH INDENTURE; APPROVING THE TERMS OF A
BOND PURCHASE AGREEMENT; PROVIDING FOR THE CALLING AND REDEMPTION
OF BUILDING BONDS PREVIOUSLY ISSUED; PROVIDING FOR CERTAIN MATTERS
WITH RESPECT TO THE EXEMPTION OF INTEREST ON THE REFUNDING BONDS AND
PROVIDING FOR THE PUBLISHING OF THIS ORDINANCE.
BE IT ORDAINED BY THE MAYOR AND COUNCIL OF THE CITY OF GRAND
ISLAND, NEBRASKA (the "City") as follows:
Section 1. The Mayor and Council hereby find and determine: that the City has previously
approved the execution and delivery of that Lease Purchase Agreement dated as of October 9, 2001
(the "Original Lease Purchase Agreement ") by and between the City and Former Park Exposition
and Events Center, Inc., ( "Heartland "), a Nebraska nonprofit corporation, which agreement has
been supplemented and amended by that Addendum to Lease Purchase Agreement dated August
26, 2003 (the "First Addendum") and further supplemented and amended by that Second
Addendum to Lease Purchase Agreement dated as of December 1, 2004 (the "Second Addendum"
and together with the Original Lease Purchase Agreement and the First Addendum, the "Existing
Agreement "); that pursuant to the Second Addendum, Heartland issued Building Bonds (Heartland
Events Center Project), Series 2004, (the `Building Bonds "), which Building Bonds were issued to
pay the costs of the acquisition of a new agricultural exposition and events center to serve the City
and its inhabitants (the "Project ") and which Building Bonds remain outstanding and unpaid in the
principal amount of $5,950,000; that since the Building Bonds were issued, the rates of interest
available in the market have so declined that by Heartland issuing its refunding bonds to provide for
the payment and redemption of the Building Bonds, a substantial savings in the amount of yearly
running interest will be made, thereby reducing the amount of payments required of the City under
the Existing Agreement; that Heartland has been formed under the Nebraska nonprofit corporation
laws exclusively for purposes permitted by Section 501(c)(3) of the Internal Revenue Code of 1986,
as amended (the "Code "); that it is necessary and advisable to further supplement and amend the
terms of the Existing Agreement in order to provide for the refunding of the Building Bonds and a
reduction in the payments required of the City under the Existing Agreement, as allowed by the
terms of the Existing Agreement; that the documents necessary for such purposes have been
prepared and said documents should be approved and their execution authorized.
Approved as to Form
August 8, 2011 a City Attorney
ORDINANCE NO. 9311 (Cont.)
Section 2. The City of Grand Island shall enter into the Third Addendum to Lease Purchase
Agreement to be dated as of September 1, 2011, with Heartland, modifying the terms of the
Existing Agreement (the "Third Addendum" and together with the Existing Agreement, the
"Agreement ") and whereby Heartland has constructed and acquired the Project in accordance with
specifications approved by the City and with a set schedule of payments relating to the acquisition
of the Project and that the Third Addendum in the form presented at this meeting, providing for the
resetting of the amount of installment purchase payments is hereby approved.
Section 3. The Mayor (or in the Mayor's absence, the President of the Council) and City
Clerk of the City be and they are hereby authorized and directed to execute and deliver on behalf of
the City the Third Addendum, including any necessary counterparts, in substantially the form and
content as presented to this meeting, but with such changes or modifications therein (specifically
including the determination of the final amounts of the installment purchase payments) as to them
seem necessary, desirable or appropriate on behalf of the City; and said Mayor and City Clerk are
further authorized and directed to execute and deliver any other documents or certificates and to do
all other things necessary or appropriate in connection with the Agreement.
Section 4. The Mayor and Council hereby confirm the approval by the City of the
formation of Heartland, including the Articles of Incorporation and Bylaws thereof and the five
currently serving directors thereof; and further approve the Trust Indenture and Security Agreement,
dated as of September 1, 2011, (the "Indenture ") from Heartland in favor of Wells Fargo Bank,
National Association, under which Refunding Building Bonds (Heartland Events Center Project),
Series 2011, in the aggregate principal amount of not to exceed $5,900,000 (the "Refunding
Bonds ") are to be issued, and the City hereby approves the issuance of the Refunding Bonds, in
such principal amount (or any lesser principal amount) and bearing interest at rates as shall be set
forth in the Indenture resulting in a net present value savings to the City of not less than $300,000
and the sale of said bonds to Ameritas Investment Corp. (the "Underwriter ") in accordance with the
terms of a Bond Purchase Agreement in the form presented (the "Bond Purchase Agreement "), at an
underwriter's discount (not including any original issue discount) from the stated principal amounts
not to exceed 1.3% is hereby approved. The Mayor is hereby further authorized to sign the
approval form on the Bond Purchase Agreement on behalf of the City and to approve at the time of
closing of the purchase of the Refunding Bonds the final form of the Indenture.
Section 5. In connection with the execution and delivery of the Third Addendum and the
issuance by Heartland of the Refunding Bonds, the following determinations and approvals are
hereby made by the Mayor and Council:
(a) The City hereby declares, as provided in the Agreement, that it will take
title to the Project (including additions) when the Refunding Bonds are discharged.
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ORDINANCE NO. 9311 (Cont.)
(b) The City hereby approves the Direction to Give Notice of Redemption
of the Building Bonds in the form presented herewith and authorizes and directs
Heartland to execute and deliver such Direction for Call, with any changes deemed
necessary and appropriate by Heartland, to the Trustee. The City further authorizes
the Mayor, City Clerk and City Treasurer (Finance Director) to take any and all
actions necessary and appropriate to effect the redemption of the Building Bonds.
(c) The Addendum to Escrow Agreement and the Addendum to
Management Contract, each relating to original documents delivered in connection
with the issuance of the Building Bonds and each in the form presented, are hereby
approved and the Mayor (or in the Mayor's absence, the President of the Council) is
hereby authorized to execute and deliver such documents on behalf of the City in
substantially the form and content as presented to this meeting, but with such
changes or modifications therein as to such executing officers may seem necessary,
desirable or appropriate on behalf of the City.
Section 6. The Mayor and Council hereby state that it is the intention of the City that
interest on the Refunding Bonds issued by Heartland shall be excludable from gross income under
the federal income tax by virtue of Section 103 of the Code and Revenue Ruling 63 -20 and Revenue
Procedure 82 -26 of the Internal Revenue Service and the Mayor and Council hereby authorize the
Mayor, the City Clerk and the City Treasurer (Finance Director) (or any one of more of them) to
take all actions necessary or appropriate to carry out said intention and for obtaining such interest
exclusion. The City hereby covenants with Heartland for the benefit of the purchasers and holders
of the Refunding Bonds that it will make no use of the proceeds of said issue, including monies held
in any sinking fund for the payments set forth in the Agreement or principal and interest on the
Refunding Bonds, which would cause the Refunding Bonds to be arbitrage bonds within the
meaning of Section 103 and 148 and other related sections of the Code and further covenants to
comply with said Sections 103 and 148 and related sections and all applicable regulations
thereunder throughout the term of said issue, including all requirements with respect to reporting
and payment of rebates, if applicable. The City hereby designates the Refunding Bonds (as issued
on behalf of the City) as the City's "qualified tax - exempt obligations" pursuant to Section
265(b)(3)(B)(i)(111) of the Code and covenants and warrants that it does not reasonably expect to
issue or have issued on its behalf tax - exempt bonds or other tax - exempt interest bearing
obligations aggregating in principal amount more than $10,000,000 during calendar year 2011
(taking into consideration the exception for current refunding issues), provided that the amount
of the Refunding Bonds hereby designated shall be reduced as and to the extent that all or a
portion of the Refunding Bonds may be determined to be "deemed designated" in accordance
with the provisions of Section 265(b)(3)(D) of the Code. The officers of the City (or any one of
them) are hereby authorized to make allocations of the Refunding Bonds (as to principal
maturities) and of the proceeds of the Refunding Bonds and debt service funds (related to
payments due under the Agreement) of the City as may be deemed appropriate under the federal
tax laws and regulations, specifically including any allocations relating to the determination of
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ORDINANCE NO. 9311 (Cont.)
all or a portion of the Refunding Bonds as "deemed designated ". Any such allocations made and
determinations set forth in a certificate by an officer of the City (which may be in cooperation
with any certification provided by the Corporation) shall be and constitute authorized
determinations made on behalf of the City with the same force and effect as if set forth in this
Ordinance.
Section 7. The Mayor and Council hereby approve the Preliminary Official Statement in the
draft form presented with respect to the Refunding Bonds and hereby authorize the Mayor to
approve and deem final on behalf of the City the final form of the Preliminary Official Statement
and to approve the final Official Statement for the Refunding Bonds with appropriate changes to
reflect the final terms for the Refunding Bonds as sold pursuant to the Bond Purchase Agreement.
Section 8. This Ordinance shall be in force and take effect from and after its publication as
provided by law.
Passed and approved this 9th day of August. 2011.
City Clerk
F.