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CITY OF SHOREWOOD
CITY COUNCIL SPECIAL MEETING
WEDNESDAY, APRIL 16, 2003
5755 COUNTRY CLUB ROAD
COUNCIL CHAMBERS
5:30 p.m.
MINUTES
1. CONVENE SPECIAL CITY COUNCIL MEETING
Mayor Love called the Meeting to order at 5:45 P.M.
A.
Roll Call
Present:
Mayor Love, Councilmembers Lizee, Turgeon, and Zerby; Administrator
Dawson; Finance Director Burton; and City Attorney Tim Keane
Absent:
Councilmember Garfunkel (due to illness)
B.
Review Agenda
Mayor Love requested a Litigation Report from Attorney Keane be added to the Agenda.
Without objection, Mayor Love proceeded with the Agenda this evening, as amended.
2. LITIGATION REPORT
Attorney Keane provided Council with a brief update on the outcome of the Shorewood Yacht
Club (SYC) legal case, stating that the SYC entered a guilty plea. In addition to coming into
compliance with the ordinance, SYC will be under a one-year probation period, they will make
application for Zoning Text and CUP Amendments, and must pay all City Attorney fees
encumbered in this case. Mr. Keane thanked Mayor Love, Administrator Dawson and Planning
Director Nielsen for their availability in preparing for this case. Mayor Love also thanked the
Council for its concurrence on this issue.
3. APPROVE AMENDMENTS TO LEASE AND SUBLEASES FOR THE EFD
WEST/ SLMPD STATION
Administrator Dawson introduced Financial Advisor Paul Donna of Northland Securities, and
Bond Counsel Steve Bubul, of Kennedy and Graven. He stated Mr. Donna will report on results
of the Bond sale and Mr. Bubul will review the actions required of the documents being
considered this evening. Administrator Dawson indicated the Bonds need to be closed within the
next two weeks.
Mr. Donna reviewed the financial documents, which included the final proposed interest rates.
He noted the term date of the 2003 Bonds of February 2023, the same term date as the 2002
Bonds. He stating the overall average coupon is at 4.68%. He indicated that last fall the overall
coupon on the same term issue was at 5.15%, noting the interest cost has been substantially
improved.
Councilmember Zerby asked how much of an overall savings this provided.
CITY COUNCIL SPECIAL MEETING
APRIL 16,2003
PAGE20F4
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Mr. Donna indicated overall, last fall, the total interest cost projection was $7,997,106. The
actual total interest cost now, combining the 2002 and 2003 Bonds, is $7,972,141, an interest
savings over the life of the project of $24,965.
Councilmember Zerby questioned the total savings to the City; indicating he thought there would
be some additional financial benefit to the City for being the conduit for this project. He recalled
that the City was to hold the money for a certain amount of time, anticipating some additional
interest earnings. He referred to the $84,000 anticipated interest earnings being reduced to
$40,000, and questioned the impact this reduction would have to the City.
Administrator Dawson stated that the anticipated earnings and savings are all part of the entire
project costs, and said the benefit to the City in using the Economic Development Authority
(EDA) as the agent to get the project done was in the ability to complete the project with a
special levy, which is outside levy limits. He indicated that all cities would benefit from the
$24,965 interest savings, just as all cities will share in any projected interest earnings. The City
does not benefit beyond this.
Mr. Donna completed his review of additional financial documents provided. The Council had
no further questions for Mr. Donna.
Mr. Steve Bubul of Kennedy and Graven reviewed and explained the documents being
considered for approval by the Council this evening.
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Mr. Bubul stated the actions to be taken this evening included approval of supplemental
documents to issue the Bonds. He indicated two series of Bonds were sold last fall under one
Bond Indenture. The first document being considered for approval this evening is the
Supplemental Indenture Trust, which specifies the terms of the Bonds, and is in place to tell the
Trustees what to do and to protect the Bondholders.
Mr. Bubul indicated these Bonds contain an additional feature, known as a Call for
Unencumbered Funds. He stated that in addition to the regular optional call, the Call for
Unencumbered Funds includes a provision for any money remaining upon completion of the
project, in either the police or fire project funds, could be used to call that portion of Bonds
which can be paid for with the remaining funds. This option can be exercised only on July 1,
2004. This applies only to the 2003 Bonds, not the 2002 Bonds, and the Bonds would be retired
as directed by the EDA. This is a benefit to all parties involved.
Mr. Bubul proceeded to summarize the additional amendments being considered for approval
this evening, including the Supplemental Assignment and Security Agreement, First Amendment
to Ground Lease (West Side), First Amendment to Lease Purchase Agreement (West Side Fire
Facilities), First Amendment to Lease Purchase Agreement (West Side Police Facilities),
Continuing Disclosure Certificates, Series 2003A, and Continuing Disclosure Certificate, Series
2003B.
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Mr. Bubul also reviewed the document that states the City is subleasing to the Fire and Police
Districts, and noted that this document is not in need of any amendments, as the Districts have
consented to this amendment. He reviewed the Continuing Disclosure Certificates for the 2002
and 2003 Bonds. He noted the City is the first lessee, and along with the Police and Fire
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CITY COUNCIL SPECIAL MEETING
APRIL 16, 2003
PAGE30F4
Districts, this document states that an annual financial report must be filed, as required by the
Federal Securities Law. Mr. Bubul indicated all of these documents are standard transactions.
Mr. Bubul stated there is one Resolution for consideration this evening, which approves all of the
documents reviewed.
Councilmember Zerby asked if the other cities approved these amendments.
Mr. Bubul stated that the individual member cities did not need to approve these amendments, as
the member cities are covered by the Joint Powers Agreements. He stated that the Fire and
Police Districts did approve the amendments. He further explained the only reason the City is in
this transaction is because in the last set of Bond issues, there was an attempt to get Bond
insurance and the Bond insurer wanted the City in the lease transaction. The Bond insurer was
familiar with the City's name and not as familiar with, or understanding of, the Joint Powers
Districts; therefore, was more comfortable with the City of Shorewood's name being of value to,
and a part of, this transaction.
Mr. Zerby asked, upon completion of the building construction, who owns the building.
Mr. Bubul indicated the building is actually owned by the EDA.
Mr. Zerby asked whom the Police and Fire Districts would write the rent payment to.
Administrator Dawson indicated the payment would be written to the City of Shorewood, as the
lessee. The EDA is leasing the building to the City of Shorewood. In the end, the City may
purchase the building, although under their subleases give the Police and Fire Districts the
opportunity to purchase the building.
Councilmember Zerby asked if there were any issues with the way these documents are set-up
that would prohibit the possibility of future consolidations, such as if the Police and Fire
Districts were to become one unit.
Mr. Bubul indicated that these issues could be addressed, should the need arise.
Council had no further questions for Mr. Bubu!.
Zerby Moved, Turgeon seconded Adopting RESOLUTION NO. 03-033 Approving
Agreements to the Financing of Certain Fire and Police Facilities. Motion passed 4/0.
4. OTHER BUSINESS
Councilmember Lizee reported on an upcoming meeting that she and Engineer Brown have
scheduled with TUSA to discuss the possibility of their volunteer involvement with the Eddy
Station concessions this year. Upon question of Councilmember Zerby, she noted that the Adult
Softball was contacted and given the same opportunity; however, they did not respond.
Mayor Love reported that he met with Deephaven Councilmember Paul Skrede and the City of
Deephaven Administrator about the possibility of getting water to the East-Side Fire Station. He
indicated that the City of Deephaven talked about the possibility of putting water in, and that
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CITY COUNCIL SPECIAL MEETING
APRIL 16, 2003
PAGE40F4
Deephaven Administrator Dana Young would be contacting Administrator Dawson to discuss
this issue further. Mayor Love indicated that Engineer Brown could report on this issue at the
next Council meeting.
5. ADJOURN
Lizee moved, Turgeon seconded, adjourning the Special Council Meeting of April 16, 2003,
at 6:18 P.M. Motion passed 4/0.
RESPECTFULLY SUBMITTED,
Jean Panchyshyn
Recording Secretary
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