HomeMy WebLinkAboutRESOLUTION NO. 2024-52Fairfax / 419915-41 / Iss GO CP Bonds
MINUTES TO AUTHORIZE ISSUANCE
OF BONDS
419915-41
Fairfax, Iowa
July 9, 2024
The City Council of the City of Fairfax, Iowa, met on July 9, 2024, at 6:00 o'clock p.m. at
the Fairfax City Hall, 300 80t" St. Ct., Fairfax, Iowa.
The meeting was called to order by the Mayor, and the roll was called showing the
following Council Members present and absent:
Present: Tom Nurre Dan Wozniak Nick Volk and Marianne Wainwright
Absent: Mike Dalv.
After due consideration and discussion, Council Member Nurre introduced the following
resolution and moved its adoption, seconded by Council Member Volk. The Mayor put the
question upon the adoption of said resolution, and the roll being called, the following Council
Members voted:
Ayes: Nurre Wozniak Volk, and Wainwright
Nays: None.
Whereupon, the Mayor declared the resolution duly adopted as hereinafter set out.
...
At the conclusion of the meeting, and upon motion and vote, the City Council adjourned.
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Jo Ann Beer, Mayor
Attest:
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C, ' thia K. Stimson, City Clerk/Treasurer
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfa�c / 419915-41 / Iss GO CP Bonds
RESOLUTION NO. 2024-52
RESOLUTION AUTHORIZING AND APPROVING A LOAN
AGREEMENT, PROVIDING FOR TIIE ISSUANCE OF $660,000
GENERAL OBLIGATION CORPORATE PURPOSE BONDS, SERIES
2024, AND PROVIDING FOR THE LEVY OF TAXES TO PAY THE
SAME
WHEREAS, the City of Fairfax (the "City"), in Linn County, State of Iowa, heretofore
proposed to enter into a General Obligation Loan Agreement (the "Loan Agreement"), pursuant
to the provisions of Section 384.24A of the Code of Iowa, and to borrow money thereunder in a
principal amount not to exceed $700,000, for the purpose of paying the costs, to that extent, of (a)
constructing street, water system, storm water drainage, sanitary sewer and sidewalk
improvements; (b) acquiring and installing street lighting, signage and signalization
improvements; and (c) constructing bridge improvements (the "Projects"); and pursuant to law
and duly published notice of the proposed action has held a hearing thereon on June 1 l, 2024; and
WHEREAS, a Preliminary Official Statement (the "P.O.S.") has been prepared to facilitate
the sale of the General Obligation Corporate Purpose Bonds, Series 2024 (the "Bonds") in
evidence of the obligation of the City under the Loan Agreement, and the City has made provision
for the approval of the P.O.S. and has authorized its use by Speer Financial, Inc. as municipal
advisor as to the City; and
WHEREAS, pursuant to advertisement of sale, bids for the purchase of the Bonds were
received and canvassed on behalf of the City and the substance of such bids noted in the minutes;
and
WHEREAS, upon final consideration of all bids, the bid of Northland Securities, Inc.,
Minneapolis, Minnesota (the "Purchaser"), was determined to be the best, such bid proposing the
lowest interest cost to the City for the Bonds; and
WHEREAS, the Purchaser has executed a certain official bid form/sale agreement (the
"Sale Agreement") with respect to the Loan Agreement and the Bonds, and the City Council has
previously approved the Sale Agreement and has made provision for its execution and delivery;
and
WHEREAS, it is now necessary to make final provision for the approval of the Loan
Agreement and to authorize the issuance of the Bonds;
NOW, THEREFORE, Be It Resolved by the City Council of the City of Fairfax, Iowa, as
follows:
Section 1. The City shall enter into the Loan Agreement with the Purchaser in
substantially the form as has been placed on file with the City Council, providing for a loan to the
City in the principal amount of $660,000 for the purposes set forth in the preamble hereof.
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairf� / 419915-41 / Iss GO CP Bonds
The Mayor and City Clerk are hereby authorized and directed to sign the Loan Agreement
on behalf of the City, and the Loan Agreement is hereby approved.
Section 2. The Bonds, in the aggregate principal amount of $660,000, are hereby
authorized to be issued in evidence of the City's obligations under the Loan Agreement. The
Bonds shall be dated July 24, 2024, shall be issued in the denomination of $5,000 each or any
integral multiple thereof and shall mature on June 1 in each of the years, in the respective principal
amounts, and bearing interest at the respective rates as follows:
Date Principal Interest Rate
2031 $285,000 4.00%
2037 $375,000 4.50%
Section 3. UMB Bank, n.a., West Des Moines, Iowa, is hereby designated as the
Registrar and Paying Agent for the Bonds and may be hereinafter referred to as the "Registrar" or
the "Paying Agent." The City shall enter into an agreement (the "Registrar/Paying Agent
Agreement") with the Registrar, in substantially the form as has been placed on file with the
Council; the Mayor and City Clerk are hereby authorized and directed to sign the Registrar/Paying
Agent Agreement on behalf of the City; and the Registrar/Paying Agent Agreement is hereby
approved.
The City reserves the right to optionally prepay part or all of the principal of the Bonds
maturing in the year 2037, prior to and in any order of maturity on June 1, 2032, or on any date
thereafter upon terms of par and accrued interest. If less than all of the Bonds of any like maturity
are to be redeemed, the particular part of those Bonds to be redeemed shall be selected by the
Registrar by lot. The Bonds may be called in part in one or more units of $5,000.
Principal of the Bond maturing on June 1, 2031 is subject to mandatory redemption (by lot,
as selected by the Registrar) on June 1 in each of the years 2026, 2027, 2028, 2029, and 2030, at a
redemption price of 100% of the principal amount thereof to be redeemed, plus accrued interest
thereon to the redemption date, in the following principal amounts:
Principal
Year Amount
2026 $40,000
2027 $45,000
2028 $45,000
2029 $50,000
2030 $50,000
2031 $55,000 (Maturity)
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfaac / 419915-41 / Iss GO CP Bonds
Principal of the Bond maturing on June 1, 2037 is subject to mandatory redemption (by lot,
as selected by the Registrar) on June 1 in each of the years 2032, 2033, 2034, 2035, and 2036, at a
redemption price of 100% of the principal amount thereof to be redeemed, plus accrued interest
thereon to the redemption date, in the following principal amounts:
Principal
Year Amount
2032 $55,000
2033 $60,000
2034 $60,000
2035 $65,000
2036 $65,000
2037 $70,000 (Maturity)
If less than the entire principal amount of any Bond in a denomination of more than $5,000
is to be redeemed, the Registrar will issue and deliver to the registered owner thereof, upon
surrender of such original Bond, a new Bond or Bonds, in any authorized denomination, in a total
aggregate principal amount equal to the unredeemed balance of the original Bond. Notice of such
redemption as aforesaid identifying the Bond or Bonds (or portion thereo� to be redeemed shall
be sent by electronic means or mailed by certified mail to the registered owners thereof at the
addresses shown on the City's registration books not less than 30 days prior to such redemption
date. Any notice of redemption may contain a statement that the redemption is conditioned upon
the receipt by the Paying Agent of funds on or before the date fixed for redemption sufficient to
pay the redemption price of the Bonds so called for redemption, and that if funds are not available,
such redemption shall be cancelled by written notice to the owners of the Bonds called for
redemption in the same manner as the original redemption notice was sent.
Accrued interest on the Bonds shall be payable semiannually on the first day of June and
December in each year, commencing December l, 2024. Interest shall be calculated on the basis
of a 360-day year comprised of twelve 30-day months. Payment of interest on the Bonds shall be
made to the registered owners appearing on the registration books of the City at the close of
business on the fifteenth day of the month next preceding the interest payment date and shall be
paid to the registered owners at the addresses shown on such registration books. Principal of the
Bonds shall be payable in lawful money of the United States of America to the registered owners
or their legal representatives upon presentation and surrender of the Bond or Bonds at the office
of the Paying Agent.
The Bonds shall be executed on behalf of the City with the official manual or facsimile
signature of the Mayor and attested with the official manual or facsimile signature of the City
Clerk, and shall be fully registered Bonds without interest coupons. In case any officer whose
signature or the facsimile of whose signature appears on the Bonds shall cease to be such officer
before the delivery of the Bonds, such signature or such facsimile signature shall nevertheless be
valid and sufficient for all purposes, the same as if such officer had remained in office until
delivery.
The Bonds shall not be valid or become obligatory for any purpose until the Certificate of
Authentication thereon shall have been signed by the Registrar.
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfax / 419915-41 / Iss GO CP Bonds
The Bonds shall be fully registered as to principal and interest in the names of the owners
on the registration books of the City kept by the Registrar, and after such registration, payment of
the principal thereof and interest thereon shall be made only to the registered owners or their legal
representatives or assigns. Each Bond shall be transferable only upon the registration books of the
City upon presentation to the Registrar, together with either a written instrument of transfer
satisfactory to the Registrar or the assignment form thereon completed and duly executed by the
registered owner or the duly authorized attorney for such registered owner.
The record and identity of the owners of the Bonds shall be kept confidential as provided
by Section 22.7 of the Code of Iowa.
Section 4. Notwithstanding anything above to the contrary, the Bonds shall be issued
initially as Depository Bonds, with one fully registered Bond for each maturity date, in principal
amounts equal to the amount of principal maturing on each such date, and registered in the name
of Cede & Co., as nominee for The Depository Trust Company, New York, New York ("DTC").
On original issue, the Bonds shall be deposited with DTC for the purpose of maintaining a book-
entry system for recording the ownership interests of its participants and the transfer of those
interests among its participants (the "Participants"). In the event that DTC determines not to
continue to act as securities depository for the Bonds or the City determines not to continue the
book-entry system for recording ownership interests in the Bonds with DTC, the City will
discontinue the book-entry system with DTC. If the City does not select another qualified
securities depository to replace DTC (or a successor depository) in order to continue a book-entry
system, the City will register and deliver replacement Bonds in the form of fully registered
certificates, in authorized denominations of $5,000 or integral multiples of $5,000, in accordance
with instructions from Cede & Co., as nominee for DTC. In the event that the City identifies a
qualified securities depository to replace DTC, the City will register and deliver replacement
Bonds, fully registered in the name of such depository, or its nominee, in the denominations as set
forth above, as reduced from time to time prior to maturity in connection with redemptions or
retirements by call or payment, and in such event, such depository will then maintain the book-
entry system for recording ownership interests in the Bonds.
Ownership interests in the Bonds may be purchased by or through Participants. Such
Participants and the persons for whom they acquire interests in the Bonds as nominees will not
receive certificated Bonds, but each such Participant will receive a credit balance in the records of
DTC in the amount of such Participant's interest in the Bonds, which will be confirmed in
accordance with DTC's standard procedures. Each such person for which a Participant has an
interest in the Bonds, as nominee, may desire to make arrangements with such Participant to have
all notices of redemption or other communications of the City to DTC, which may affect such
person, forwarded in writing by such Participant and to have notiiication made of all interest
payments.
The City will have no responsibility or obligation to such Participants or the persons for
whom they act as nominees with respect to payment to or providing of notice for such Participants
or the persons for whom they act as nominees.
As used herein, the term "Beneficial Owner" shall hereinafter be deemed to include the
person for whom the Participant acquires an interest in the Bonds.
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfax / 419915-41 / Iss GO CP Bonds
DTC will receive payments from the City, to be remitted by DTC to the Participants for
subsequent disbursement to the Beneficial Owners. The ownership interest of each Beneficial
Owner in the Bonds will be recorded on the records of the Participants whose ownership interest
will be recorded on a computerized book-entry system kept by DTC.
When reference is made to any action which is required or permitted to be taken by the
Beneficial Owners, such reference shall only relate to those permitted to act (by statute, regulation
or otherwise) on behalf of such Beneiicial Owners for such purposes. When notices are given,
they shall be sent by the City to DTC, and DTC shall forward (or cause to be forwarded) the notices
to the Participants so that the Participants can forward the same to the Beneficial Owners.
Beneficial Owners will receive written confirmations of their purchases from the
Participants acting on behalf of the Beneficial Owners detailing the terms of the Bonds acquired.
Transfers of ownership interests in the Bonds will be accomplished by book entries made by DTC
and the Participants who act on behalf of the Beneiicial Owners. Beneficial Owners will not
receive certificates representing their ownership interest in the Bonds, except as speciiically
provided herein. Interest and principal will be paid when due by the City to DTC, then paid by
DTC to the Participants and thereafter paid by the Participants to the Beneficial Owners.
Section 5. The Bonds shall be in substantially the following form:
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfax / 419915-41 / Iss GO CP Bonds
(Form of Bond)
UNITED STATES OF AMERICA
STATE OF IOWA
LINN COUNTY
CITY OF FAIRFAX
GENERAL OBLIGATION CORPORATE PURPOSE BOND, SERIES 2024
No. $_
RATE MATURITY DATE BOND DATE CUSIP
% June 1, July 24, 2024 303898 _
The City of Fairfax (the "City"), in Linn County, State of Iowa, for value received, promises to pay
on the maturity date of this Bond to
Cede & Co.
New York, New York
or registered assigns, the principal sum of
THOUSAND DOLLARS
in lawful money of the United States of America upon presentation and surrender of this Bond at the office
of UMB Bank, n.a., West Des Moines, Iowa (hereinafter referred to as the "Registrar" or the "Paying
Agent"), with interest on said sum, until paid, at the rate per annum specifed above from the date of this
Bond, or from the most recent interest payment date on which interest has been paid, on June 1 and
December 1 of each year, commencing December 1, 2024, except as the provisions hereinafter set forth
with respect to redemption prior to maturity may be or become applicable hereto. Interest on this Bond is
payable to the registered owner appearing on the registration books of the City at the close of business on
the fifteenth day of the month next preceding the interest payment date, and shall be paid to the registered
owner at the address shown on such registration books. Interest shall be calculated on the basis of a 360-
day year comprised of twelve 30-day months.
This Bond shall not be valid or become obligatory for any purpose until the Certificate of
Authentication hereon shall have been signed by the Registrar.
This Bond is one of a series of General Obligation Corporate Purpose Bonds, Series 2024 (the
`Bonds") issued by the City to evidence its obligation under a certain loan agreement, dated as of July 24,
2024 (the "Loan Agreement"), entered into by the City for the purpose of paying the costs, to that extent,
of (a) constructing street, water system, storm water drainage, sanitary sewer and sidewalk improvements;
(b) acquiring and installing street lighting, signage and signalization improvements; and (c) constructing
bridge improvements.
The Bonds are issued pursuant to and in strict compliance with the provisions of Chapters 76 and
384 of the Code of Iowa, 2023, and all other laws amendatory thereof and supplemental thereto, and in
conformity with a resolution of the City Council, adopted on July 9, 2024, authorizing and approving the
Loan Agreement and providing for the issuance and securing the payment of the Bonds (the "Resolution"),
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfax / 419915-41 / Iss GO CP Bonds
and reference is hereby made to the Resolution and the Loan Agreement for a more complete statement as
to the source of payment of the Bonds and the rights of the owners of the Bonds.
The City reserves the right to optionally prepay part or all of the principal of the Bond maturing in
the year 2037, prior to and in any order of maturity on June 1, 2032, or on any date thereafter upon terms
of par and accrued interest. If less than all of the Bonds of any like maturity are to be redeemed, the
particular part of those Bonds to be redeemed shall be selected by the Registrar by lot. The Bonds may be
called in part in one or more units of $5,000. Principal of the Bonds maturing on June 1, 2031 and June 1,
2037 are subject to mandatory redemption (by lot, as selected by the Registrar) on June 1 in the years 2026,
2027, 2028, 2029, and 2030; 2032, 2033, 2034, 2035, and 2036, respectively, in accordance with the
mandatory redemption schedules set forth in the Resolution at a redemption price of 100% of the principal
amount thereof to be redeemed, plus accrued interest thereon to the redemption date.
If less than the entire principal amount of any Bond in a denomination of more than $5,000 is to be
redeemed, the Registrar will issue and deliver to the registered owner thereof, upon surrender of such
original Bond, a new Bond or Bonds, in any authorized denomination, in a total aggregate principal amount
equal to the unredeemed balance of the original Bond. Notice of such redemption as aforesaid identifying
the Bond or Bonds (or portion thereo fl to be redeemed shall be sent by electronic means or by certified mail
to the registered owners thereof at the addresses shown on the City's registration books not less than 30
days prior to such redemption date. All of such Bonds as to which the City reserves and exercises the right
of redemption and as to which notice as aforesaid shall have been given and for the redemption of which
funds are duly provided, shall cease to bear interest on the redemption date.
This Bond is fully negotiable but shall be fully registered as to both principal and interest in the
name of the owner on the books of the City in the offce of the Registrar, after which no transfer shall be
valid unless made on said books and then only upon presentation of this Bond to the Registrar, together
with either a written instrument of transfer satisfactory to the Registrar or the assignment form hereon
completed and duly executed by the registered owner or the duly authorized attorney for such registered
owner.
The CiTy, the Registrar and the Paying Agent may deem and treat the registered owner hereof as
the absolute owner for the purpose of receiving payment of or on account of principal hereof, premium, if
any, and interest due hereon and for all other purposes, and the City, the Registrar and the Paying Agent
shall not be affected by any notice to the contrary.
And It Is Hereby Certified and Recited that all acts, conditions and things required by the laws and
Constitution of the State of Iowa, to exist, to be had, to be done or to be performed precedent to and in the
issue of this Bond were and have been properly existent, had, done and performed in regular and due form
and time; that provision has been made for the levy of a sufficient continuing annual tax on all the taxable
property within the City for the payment of the principal of and interest on this Bond as the same will
respectively become due; and that the total indebtedness of the City, including this Bond, does not exceed
any constitutional or statutory limitations.
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfa�c / 419915-41 / Iss GO CP Bonds
IN TESTIMONY WHEREOF, the City of Fairfax, Iowa, by its City Council, has caused this Bond
to be executed with the duly authorized facsimile signature of its Mayor and attested with the duly
authorized facsimile signature of its City Clerk, as of July 24, 2024.
CITY OF FAIRFAX, IOWA
Attest:
(DO NOT SIGN)
City Clerk
Registration Date: (July 24, 2024)
By�DO NOT SIGN)
Mayor
REGISTRAR'S CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the within-mentioned Resolution.
UMB Bank, n.a.
West Des Moines, Iowa
Registrar
By �Authorized Si n�ature)
Authorized Officer
ABBREVIATIONS
The following abbreviations, when used in this Bond, shall be construed as though they were
written out in full according to applicable laws or regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of
survivorship and not as
tenants in common
Cf���
As Custodian for
(Custodian)
(Minor)
under Uniform Transfers to Minors Act
(State)
Additional abbreviations may also be used though not in the list above.
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DORSEY & WHITNEY LLP, ATTORN�YS, DES MOINES, IOWA
Fairfax / 419915-41 / Iss GO CP Bonds
ASSIGNMENT
For valuable consideration, receipt of which is hereby acknowledged, the undersigned assigns this
Bond to
(Please print or type name and address of Assignee)
PLEASE INSERT SOCIAL SECURITY OR OTHER
IDENTIFYING NUMBER OF ASSIGNEE
and does hereby irrevocably appoint , Attorney, to transfer this Bond
on the books kept for registration thereof with full power of substitution.
Dated:
Signature guaranteed:
(Signature guarantee must be provided in
accordance with the prevailing standards and
procedures of the Registrar and Transfer Agent.
Such standards and procedures may require
signatures to be guaranteed by certain eligible
guarantor ' institutions that participate in a
recognized signature guarantee program.)
NOTICE: The signature to this Assignment must
correspond with the name of the registered owner
as it appears on this Bond in every particular,
without alteration or enlargement or any change
whatever.
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfa�c / 419915-41 / lss GO CP Bonds
Section 6. The Bonds shall be executed as herein provided as soon after the adoption
of this resolution as may be possible, and thereupon they shall be delivered to the Registrar for
registration, authentication and delivery to or on behalf of the Purchaser, upon receipt of the loan
proceeds ($672,510), including original issue premium ($12,510) (the "Loan Proceeds"), and all
action heretofore taken in connection with the Loan Agreement is hereby ratified and confirmed
in all respects.
A portion of the Loan Proceeds ($17,790) shall be retained by the Purchaser as the
underwriter's discount.
A portion of the Loan Proceeds ($636,220) (the "Project Proceeds) received from the sale
of the Bonds, shall be deposited in a dedicated fund (the "Project Fund"), which is hereby created,
to be used for the payment of costs of the Projects and to the extent that Project Proceeds remain
after the full payment of the costs of the Projects, such Proceeds shall be transferred to the Debt
Service Fund for the payment of interest on the Bonds.
The remainder of the Loan Proceeds ($18,500) (the "Cost of Issuance Proceeds"), received
from the sale of the Bonds shall be deposited in the Project Fund, and shall be used for the payment
of costs of issuance of the Bonds, and to the extent that Cost of Issuance Proceeds remain after the
full payment of the costs of issuance of the Bonds, such Cost of Issuance Proceeds shall be
transferred to the Debt Service Fund for the payment of interest on the Bonds.
The City shall keep a detailed and segregated accounting of the expenditure of, and
investment earnings on, the Loan Proceeds to ensure compliance with the requirements of the
Internal Revenue Code, as hereinafter defined.
Section 7. For the purpose of providing for the levy and collection of a direct annual
tax sufficient to pay the principal of and interest on the Bonds as the same become due, there is
hereby ordered levied on all the taxable property in the City the following direct annual tax for
collection in each of the following fiscal years:
For collection in the fiscal year beginning July 1, 2025,
sufficient to produce the net annual sum of $68,275;
For collection in the fiscal year beginning July l, 2026,
sufficient to produce the net annual sum of $71,675;
For collection in the fiscal year beginning July 1, 2027,
sufficient to produce the net annual sum of $69,875;
For collection in the fiscal year beginning July l, 2028,
sufficient to produce the net annual sum of $73,075;
For collection in the fiscal year beginning July 1, 2029,
sufficient to produce the net annual sum of $71,075;
For collection in the iiscal year beginning July 1, 2030,
sufficient to produce the net annual sum of $74,075;
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfax / 419915-41 / Iss GO CP Bonds
For collection in the fiscal year beginning July l, 2031,
sufiicient to produce the net annual sum of $71,875;
For collection in the fiscal year beginning July l, 2032,
sufficient to produce the net annual sum of $74,400;
For collection in the fiscal year beginning July 1, 2033,
sufiicient to produce the net annual sum of $71,700;
For collection in the fiscal year beginning July 1, 2034,
sufficient to produce the net annual sum of $74,000;
For collection in the fiscal year beginning July 1, 2035,
sufficient to produce the net annual sum of $71,075; and
For collection in the iiscal year beginning July l, 2036,
sufficient to produce the net annual sum of $73,150.
Section 8. A certified copy of this resolution shall be filed with the County Auditor of
Linn County, and the County Auditor is hereby instructed to enter for collection and assess the tax
hereby authorized. When annually entering such taxes for collection, the County Auditor shall
include the same as a part of the tax levy for Debt Service Fund purposes of the City and when
collected, the proceeds of the taxes shall be converted into the Debt Service Fund of the City and
set aside therein as a special account to be used solely and only for the payment of the principal of
and interest on the Bonds hereby authorized and for no other purpose whatsoever.
Pursuant to the provisions of Section 76.4 of the Code of Iowa, each year while the Bonds
remain outstanding and unpaid, any funds of the City which may lawfully be applied for such
purpose, including incremental property tax revenues derived pursuant to Chapter 403 of the Code
of Iowa, may be appropriated, budgeted and, if received, used for the payment of the principal of
and interest on the Bonds as the same become due, and if so appropriated, the taxes for any given
fiscal year as provided for in Section 7 of this Resolution, shall be reduced by the amount of such
alternate funds as have been appropriated for said purpose and evidenced in the City's budget.
Section 9. The interest or principal and both of them falling due in any year or years
shall, if necessary, be paid promptly from current funds on hand in advance of taxes levied and
when the taxes shall have been collected, reimbursement shall be made to such current funds in
the sum thus advanced.
Section 10. It is the intention of tha City that interest on the Bonds be and remain
excluded from gross income for federal income tax purposes pursuant to the appropriate provisions
of the Internal Revenue Code of 1986, as amended, and the Treasury Regulations in effect with
respect thereto (all of the foregoing herein referred to as the "Internal Revenue Code"). In
furtherance thereof, the City covenants to comply with the provisions of the Internal Revenue Code
as they may from time to time be in effect or amended and further covenants to comply with the
applicable future laws, regulations, published rulings and court decisions as may be necessary to
insure that the interest on the Bonds will remain excluded from gross income for federal income
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfvc / 419915-41 / Iss GO CP Bonds
tax purposes. Any and all of the officers of the City are hereby authorized and directed to take any
and all actions as may be necessary to comply with the covenants herein contained.
The City hereby designates the Bonds as "Qualified Tax Exempt Obligations" as that term
is used in Section 265(b)(3)(B) of the Internal Revenue Code.
Section 11. The Securities and Exchange Commission (the "SEC") has promulgated
certain amendments to Rule 15c2-12 under the Securities Exchange Act of 1934 (17 C.F.R.
§ 240.15c2-12) (the "Rule") that make it unlawful for an underwriter to participate in the primary
offering of municipal securities in a principal amount of $1,000,000 or more unless, before
submitting a bid or entering into a purchase contract for the bonds, an underwriter has reasonably
determined that the issuer or an obligated person has undertaken in writing for the benefit of the
bondholders to provide certain disclosure information to prescribed information repositories on a
continuing basis or unless and to the extent the offering is exempt from the requirements of the
Rule.
The principal amount of the Bonds is less than $1,000,000. The City hereby represents
that it has not issued within the six months before the date of issuance of the Bonds, and that it
reasonably expects that it will not issue within six months after the date of issuance of the Bonds,
other securities of the City of substantially the same security and providing financing for the same
general purpose or purposes as the Bonds. Consequently, this Council hereby finds that the Rule
is inapplicable to the Bonds, because the aggregate principal amount of the Bonds and any other
securities required to be integrated with the Bonds under the Rule is less than $1,000,000.
Section 12. All resolutions or parts thereof in conflict herewith are hereby repealed to
the extent of such conflict.
Section 13. This resolution shall be in full force and effect immediately upon its
approval and adoption, as provided by law.
Passed and approved July 9, 2024.
...� _, � �-� 'Z� �:,.��?C%..2a.-
Jo Ann Beer, Mayor
Attest:
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DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfvc / 419915-41 / Iss GO CP Bonds
ATTESTATION CERTIFICATE
STATE OF IOWA
COUNTY OF LINN
CITY OF FAIRFAX
SS:
I, the undersigned, City Clerk of the City of Fairfax, do hereby certify that as such City
Clerk I have in my possession or have access to the complete corporate records of the City and of
its City Council and officers and that I have carefully compared the transcript hereto attached with
those corporate records and that the transcript hereto attached is a true, correct and complete copy
of all the corporate records in relation to the adoption of a resolution authorizing a Loan Agreement
and providing for the issuance of $660,000 General Obligation Corporate Purpose Bonds, Series
2024 of the City evidencing the City's obligation under the Loan Agreement and that the transcript
hereto attached contains a true, correct and complete statement of all the measures adopted and
proceedings, acts and things had, done and performed up to the present time with respect thereto.
I further certify that no appeal has been taken to the District Court from the decision of the
City Council to enter into the Loan Agreement, to issue the Bonds or to levy taxes to pay the
principal of and interest on the Bonds.
WITNESS MY HAND this lOth day of July, 2024.
� � �
Cy thia K. Stimson, City Clerk/Treasurer
-14-
DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Fairfax / 419915�1 / Iss GO CP Bonds
STATE OF IOWA
LINN COUNTY
COUNTY FILING CERTIFICATE
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I, the undersigned, County Auditor of Linn County, in the State of Iowa, do hereby certify
tihat on the ��l s�� day a`�_, t;: ��� .�()24, the City Clerk of the City c�f Faiz�ax
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�led in m�r offce � certifi�d cdpy af a i'est�luti��i of's�auh Cil�� shown to have been adopted �}° �he
City Council and approved by the Mayor thereof on ruly 9, 2024, entitled: "Resolution authorizing
and approving a Loan Agreement, providing far the issuance of $660,000 General Obligation
Corporate Puzpose Bonds, Series 2024, and providing for the levy of taxes to pay the same," and
that I have duly placed a copy of the resolution on file in my records.
T further certify t�at ihe taxes provided for in that resolution will in due iime, manner and
season be entered on the State and County tax lists of this County for collection in the fiscal year
beginning July 1, 2025, and subsequent years as provided in the resolution.
WITNES S MY HAND this ���i day of
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DORSEY & Wi-IITNEY LLP, ATTORNEYS, DES 1vfOTNES, IOWA
REGISTRAR / PAYING AGENT AGREEMENT
THIS AGREEMENT is made and entered into this July 24, 2024 (the "Dated Date") by and between
the City of Fairfax, Iowa hereinafter called "ISSUER", and Northland Securities, Inc., a national banking
association with its principal payment office in Kansas City, Missouri, in its capacity as paying agent and
registrar, hereinafter called the "AGENT".
WHEREAS, the ISSUER has issued, or is currently in the process of issuing, pursuant to an ordinance,
resolution, order, final terms certificate, notice of sale or other authorizing instrument of the governing
body of the ISSUER, hereinafter collectively called the "Bond Document" certain bonds, certificates,
notes and/or other debt instruments, more particularly described as $660,000 General Obligation
Corporate Purpose Bonds, Series 2024 hereinafter called the "Bonds"; and
WHEREAS, pursuant to the Bond Document, the ISSUER has designated and appointed the AGENT
as agent to perform registrar and paying agent services, to wit: establishing and maintaining a record of
the owners of the Bonds, effecting the transfer of ownership of the Bonds in an orderly and efficient
manner, making payments of principal and interest when due pursuant to the terms and conditions of the
Bonds, and for other related purposes; and
WHEREAS, the AGENT has represented that it possesses the necessary qualifications and maintains
the necessary facilities to properly perform the required services as such registrar and paying agent and is
willing to serve in such capacities for the ISSUER;
NOW THEREFORE, in consideration of mutual promises and covenants herein contained the parties
agree as follows:
1. The ISSUER has designated and appointed the AGENT as registrar and paying agent of
the Bonds pursuant to the Bond Document, and the AGENT has accepted such appointment and agrees to
provide the services set forth therein and herein.
2. The ISSUER agrees to deliver or cause to be delivered to the AGENT a transcript of the
proceedings related to the Bonds to contain the following documents:
a) A copy of the Bond Document, and the consent or approval of any other governmental or
regulatory authority, required by law to approve or authorize the issuance of the Bonds;
b) A written opinion by an attorney or by a firm of attorneys with a nationally recognized standing
in the field of municipal bond financing, and any supporting or supplemental opinions, to the
effect that the Bonds and the Bond Document have been duly authorized and issued by, are
legally binding upon and are enforceable against the ISSUER;
c) A closing certificate of the ISSUER, a closing certificate and/or receipt of the purchaser(s) of
the Bonds, and such other documents related to the issuance of the Bonds as the Agent
reasonably deems necessary or appropriate; and
d) Unless Paragraph 20 hereof is applicable, in addition to the transcript of proceedings a
reasonable supply of blank Bond certificates bearing the manual or facsimile signatures of
officials of the ISSUER authorized to sign certificates and, if required by the Bond Document,
impressed with the ISSUER's seal or facsimile thereof, to enable the AGENT to provide Bond
Certificates to the holders of the Bonds upon original issuance or the transfer thereof.
The foregoing documents may be subject to the review and approval of legal counsel for the
AGENT. Furthermore, the ISSUER shall provide to the AGENT prompt written notification of any future
amendment or change in respect of any of the foregoing, together with such documentation as the AGENT
reasonably deems necessary or appropriate.
3. Unless Paragraph 20 hereof is applicable, Bond certificates provided by the ISSUER shall
be printed in a manner to minimize the possibility of counterfeiting. This requirement shall be deemed
satisfied by use of a certificate format meeting the standard developed by the American National Standards
Committee or in such other format as the AGENT may accept by its authentication thereof. The AGENT
shall have no responsibility for the form or contents of any such certificates. The ISSUER shall, while
any of the Bonds are outstanding, provide a reasonable supply of additional blank certificates at any time
upon request of the AGENT. All such certificates shall satisfy the requirements set forth in Paragraphs
2(d) and 3.
4. The AGENT shall initially register and authenticate, pursuant to instructions from the
ISSUER and/or the initial purchaser(s) of the Bonds, one or more Bonds and shall enter into a Bond
registry record the certificate number of the Bond and the name and address of the owner. The AGENT
shall maintain such registry of owners of the Bonds until all the Bonds have been fully paid and
surrendered. The initial owner of each Bond as reflected in the registry of owners shall not be changed
except upon transfers of ownership and in accordance with procedures set forth in the Bond Document or
this Agreement.
5. Transfers of ownership of the Bonds shall be made by the AGENT as set forth in the Bond
Document. Absent specific guidelines in the Bond Document, transfers of ownership of the Bonds shall
be made by the AGENT only upon delivery to the AGENT of a properly endorsed Bond or of a Bond
accompanied by a properly endorsed transfer instrument, accompanied by such documents as the AGENT
may deem necessary to evidence the authority of the person making the transfer, and satisfactory evidence
of compliance with all applicable laws relating to the collection of taxes. The AGENT reserves the right
to refuse to transfer any Bond until it is satisfied that each necessary endorsement is genuine and effective,
and for that purpose it may require guarantees of signatures in accordance with applicable rules of the
Securities and Exchange Commission and the standards and procedures of the AGENT, together with
such other assurances as the AGENT shall deem necessary or appropriate. The AGENT shall incur no
liability for delays in registering transfers as a result of inquiries into adverse claims or for the refusal in
good faith to make transfers which it, in its judgment, deems improper or unauthorized. Upon presentation
and surrender of any duly registered Bond and satisfaction of the transferability requirements, the AGENT
shall (a) cancel the surrendered Bond; (b) register a new Bond(s) as directed in the same aggregate
principal amount and maturity; (c) authenticate the new Bond(s); and (d) enter the transferee's name and
address, together with the certificate number of the new Bond(s), in its registry of owners.
6. The AGENT may deliver Bonds by first class, certified, or registered mail, or by courier.
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7. Ownership of, payment of the principal amount of, redemption premium, if any, and
interest due on the Bonds and delivery of notices shall be subject to the provisions of the Bond Document,
and for all other purposes. The AGENT shall have no responsibility to determine the beneficial owners
of any Bonds and shall owe no duties to any such beneiicial owners. Upon written request and reasonable
notice from the ISSUER, the AGENT will mail, at the ISSUER's expense, notices or other
communications from the ISSUER to the holders of the Bonds as recorded in the registry maintained by
the AGENT.
8. Unless the Bond Document provides otherwise, the ISSUER shall, without notice from or
demand of the AGENT, provide to the AGENT funds that are immediately available at least one business
day prior to the relevant interest and/or principal payment date, sufficient to pay on each interest payment
date and each principal payment date, all interest and principal then payable under the terms and provisions
of the Bond Document and the Bonds. The AGENT shall have no responsibility to make any such
payments to the extent ISSUER has not provided sufficient immediately available funds to AGENT on
the relevant payment date. Unless the Bond Document provides otherwise, in the event that an interest
and/or principal payment date shall be a date that is not a business day, payment may be made on the next
succeeding business day and no interest shall accrue. The term "business day" shall include all days
except Saturdays, Sundays and legal holidays recognized by the Federal Reserve Bank of Kansas City,
Missouri.
9. Unless otherwise provided in the Bond Document and subject to the provisions of
Paragraph 12 hereof, to the extent that the ISSUER has made sufficient funds available to it, the AGENT
will pay to the record owners of the Bonds as of any record date (as specified in the Bond certificate or
Bond Document) the interest due thereon as of the related interest payment date or any redemption date
and, will pay upon presentation and surrender of such Bond at maturity or earlier date of redemption to
the owner of any Bond, the principal or redemption amount of such Bond.
10. The AGENT may make a charge against any Bond owner sufficient for the reimbursement
of any governmental tax or other charge required to be paid for any reason, including, but not limited to,
failure of such owner to provide a correct taxpayer identification number to the AGENT. Such charge
may be deducted from an interest or principal payment due to such owner.
11. Unless payment of interest, principal, and redemption premium, if any, is made by
electronic transfer all payments will be made by check or draft and mailed to the last address of the owner
as reflected on the registry of owners, or to such other address as directed in writing by the owner. In the
event of payment of interest, the principal amount of and redemption premium, if any, by electronic
transfer, the AGENT shall make payment by such means, at the expense of the ISSUER, pursuant to
written instructions from the owner.
12. Subject to the provisions of the Bond Document, the AGENT may pay at maturity or
redemption or issue new certificates to replace certificates represented to the AGENT to have been lost,
destroyed, stolen or otherwise wrongfully taken, but first may require the Bond owner to pay a replacement
fee, to furnish an affidavit of loss, and/or furnish either an indemnity bond or other indemnification
satisfactory to the AGENT indemnifying the ISSUER and the AGENT.
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13. The AGENT shall comply with the provisions, if any, of the Bond Document and the rules
of the Securities and Exchange Commission pertaining to the cancellation and retention of Bond
certificates and the periodic certification to the Issuer of the cancellation of such Bond certiiicates. In the
event that the ISSUER requests in writing that the AGENT forward to the ISSUER the cancelled Bond
certificates, the ISSUER agrees to comply with the foregoing described rules. The AGENT shall have no
duty to retain any documents or records pertaining to this Agreement, the Bond Document or the Bonds
any longer than eleven years after final payment on the Bonds, unless otherwise required by the rules of
the Securities and Exchange Commission or other applicable law.
14. In case of any request or demand for inspection of the registry of owners or other related
records maintained by the AGENT, the AGENT may be entitled to receive appropriate instructions from
the ISSUER before permitting or refusing such inspection. The AGENT reserves the right, however, to
only permit such inspection at a location and at such reasonable time or times designated by the Agent.
15. The AGENT is authorized to act on the order, directions or instructions of such officials as
the governing body of ISSUER as the ISSUER by resolution or other proper action shall designate. The
AGENT shall be protected in acting upon any paper or document believed by it to be genuine and to have
been signed by the proper official(s), and the ISSUER shall promptly notify AGENT in writing of any
change in the identity or authority of officials authorized to sign Bond certificates, written instructions or
requests. If not so provided in the Bond Document, if any ofiicial whose manual or facsimile signature
appears on blank Bond certificates shall die, resign or be removed from office or authority before the
authentication of such certificates by the Agent, the AGENT may nevertheless issue such certificates until
speciiically directed to the contrary in writing by the ISSUER.
16. The AGENT shall provide notice(s) to the owners of the Bonds and such depositories,
banks, brokers, rating agencies, information services, repositories, or publications as required by the terms
of the Bond Document and to any other entities that request such notice(s) and, if so directed in such other
manner and to such other parties as the Issuer shall so direct in writing and at the expense of the ISSUER.
17. The ISSUER shall compensate the AGENT for the AGENT's ordinary services as paying
agent and registrar and shall reimburse the AGENT for all ordinary out-of-pocket expenses, charges,
advances, counsel fees and other costs incurred in connection with the Bonds, the Bond Document and
this Agreement as set forth in the Exhibit A or as otherwise agreed to by the Issuer and Agent in writing.
In addition, should it become necessary for the AGENT to perform extraordinary services, the AGENT
shall be entitled to extra compensation therefor and reimbursement for any out-of-pocket extraordinary
costs and expenses, including, but not limited to, attorneys' fees.
18. The AGENT may resign, or be removed by the ISSUER, as provided in the Bond
Document, or, if not so provided in the Bond Document, upon thirty days written notice to the other. Upon
the effective date of resignation or removal, all obligations of the AGENT hereunder shall cease and
terminate. In the event of resignation or removal, the AGENT shall deliver the registry of owners and all
related books and records in accordance with the written instructions of the ISSUER or any successor
agent designated in writing by the Issuer within a reasonable period following the effective date of its
removal or resignation.
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19. Whenever in the performance of its duties as Agent hereunder, the Bond Document or
under the Bonds the AGENT shall deem it desirable that a matter be proved or established prior to taking,
suffering or omitting any action hereunder, under the Bond Document or under the Bonds, the AGENT
may consult with legal counsel, including, but not limited to, legal counsel for the ISSUER, with respect
to any matter in connection with this Agreement and it shall not be liable for any action taken or omitted
by it in good faith in reliance upon the advice or opinion of such counsel.
20. In the event that the Bond Document provides that the initial registered owner of all of the
Bond certificates is or may be the Depository Trust Company, or any other securities depository or
registered clearing agency qualified under the Securities and Exchange Act of 1934, as amended (a
"Securities Depository"), none of the beneficial owners will receive certiiicates representing their
respective interest in the Bonds. Except to the extent provided otherwise in the Bond Document, the
following provisions shall apply:
a) The registry of owners maintained by the AGENT will reflect as owner of the Bonds only the
Securities Depository or its nominee, until and unless the ISSUER authorizes the delivery of
Bond certificates to the beneficial owners as described in subsection (d) below.
b) It is anticipated that during the term of the Bonds, the Securities Depository will make book-
entry transfers among its participants and receive and transmit payments of principal and
interest on the Bonds to the participants, unless and until the ISSUER authorizes the delivery
of Bonds to the beneficial owners as described in subsection (d) below.
c) The ISSUER may at any time, in accordance with the Bond Document, select and appoint a
successor Securities Depository and shall notify the Agent of such selection and appointment
in writing.
d) If the ISSUER determines that the holding of the Bonds by the Securities Depository is no
longer in the best interests of the beneficial owners of the Bonds, then the AGENT, at the
written instruction and expense of the ISSUER, shall notify the beneficial owners of the Bonds
by first class mail of such determination and of the availability of certificates to owners
requesting the same. The AGENT shall register in the names of and authenticate and deliver
certificates representing their respective interests in the Bonds to the beneiicial owners or their
nominees, in principal amounts and maturities representing the interest of each, making such
adjustments as it may find necessary or appropriate as to accrued interest and previous calls
for redemption. In such event, all references to the Securities Depository herein shall relate to
the period of time when at least one Bond is registered in the name of the Securities Depository
or its nominee. For the purposes of this paragraph, the AGENT may conclusively rely on
information provided by the Securities Depository and its participants as to principal amounts
held by and the names and mailing addresses of the beneficial owners of the Bonds, and shall
not be responsible for any investigation to determine the beneficial owners. The cost of
printing certificates for the Bonds and expenses of the AGENT shall be paid by the ISSUER.
21. The AGENT shall incur no liability whatsoever in taking or failing to take any action in
accordance with the Bond Document, and shall not be liable for any error in judgment made in good faith
by an officer or employee of the AGENT unless it shall be proved the AGENT was negligent in
ascertaining the pertinent facts or acted intentionally in bad faith. The AGENT shall not be under any
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obligation to prosecute or defend any action or suit in connection with its duties under the Bond Document
or this Agreement or in respect of the Bonds, which, in its opinion, may involve it in expense or liability,
unless satisfactory security and indemnity is furnished to the Agent (except as may result from the
AGENT's own negligence or willful misconduct). To the extent permitted by law, the ISSUER agrees to
indemnify the AGENT for, and hold it harmless against, any loss, liability, or expense incurred without
negligence or bad faith on its part, arising out of or in connection with its acceptance or administration of
its duties hereunder, including the cost and expense against any claim or liability in connection with the
exercise or performance of any of its powers or duties under this Agreement. To the extent that the
ISSUER may now or hereafter be entitled to claim, for itself or its assets, immunity from suit, execution,
attachment (before or after judgment) or other legal process, the ISSUER irrevocably agrees not to claim,
and it hereby waives, such immunity in connection with any suit or other action brought by the AGENT
to enforce the terms of the Bond Document or this Agreement. The AGENT shall only be responsible for
performing such duties as are set forth herein, required by the Bond Document, or otherwise agreed to in
writing by the AGENT.
22. It is mutually understood and agreed that, unless otherwise provided in the Bonds or Bond
Document, this Agreement shall be governed by the laws of the State of Iowa, both as to interpretation
and performance.
23. It is understood and agreed by the parties that if any part, term, or provision of this
Agreement is held by the courts to be illegal or in conflict with any applicable law, regulation or rule, the
validity of the remaining portions or provisions shall not be affected, and the rights and obligations of the
parties shall be construed and enforced as if the Agreement did not contain the particular part, term, or
provision held to be invalid.
24. The name "UMB Bank, n.a." shall include its successor or successors, any surviving
corporation into which it may be merged, any new corporation resulting from its consolidation with any
other corporation or corporations, the successor or successors of any such surviving or new corporation,
and any corporation to which the corporate trust business of said Bank may at any time be transferred.
25. All notices, demands, and request required or permitted to be given to the ISSUER or
AGENT under the provisions hereof must be in writing and shall be deemed to have been sufficiently
given, upon receipt if (i) personally delivered, (ii) sent by email or electronic means and confirmed by
phone or (iii) mailed by registered or certified mail, with return receipt requested, delivered as follows:
If to AGENT: UMB Bank, n.a.
Attn: Corporate Trust & Escrow Services
7155 Lake Drive, Suite 120
West Des Moines, Iowa 50266
If to ISSUER: City of Fairfax, Iowa
Attn: City Clerk
City Hall
PO Box 337
Fairfax, Iowa 52228-0337
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26. The parties hereto agree that the transactions described herein may be conducted and
related documents may be sent, received or stored by electronic means. Copies, telecopies, facsimiles,
electronic files and other reproductions of original executed documents shall be deemed to be authentic
and valid counterparts of such original documents for all purposes, including the filing of any claim, action
or suit in the appropriate court of law.
27. In order to comply with provisions of the USA PATRIOT Act of 2001, as amended from
time to time, and the Bank Secrecy Act, as amended from time to time, the AGENT may request certain
information and/or documentation to verify confirm and record identification of persons or entities who
are parties to this Agreement.
28. If the Bonds are eligible for receipt of any U.S. Treasury Interest Subsidy and if so directed
by the Bond Document or, as agreed to in writing between the Issuer and the Paying Agent, the Paying
Agent shall comply with the provisions, if any, relating to it as described in the Bond Document or as
otherwise agreed upon in writing between the Issuer and the Paying Agent. The Paying Agent shall not
be responsible for completion of or the actual filing of Form 8038-CP (or any successor form) with the
IRS or any payment from the United States Treasury in accordance with §§ 54AA and 6431 of the Code.
IN WITNESS WHEREOF, the parties hereto have, by their duly authorized signatories, set their
respective hands on the Dated Date.
CITY OF FAIRFAX, IOWA
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Jo Ann Beer, Mayor
Attest:
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Cy hia Stimson, City Clerk/Treasurer
UMB BANK, N.A., as PAYING AGENT/REGISTRAR
By:
Authorized Signatory
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PAYING AGENT, BOND REGISTRAR AND
TRANSFER AGENT FEE SCHEDULE
ADMINISTRATION
• Book Entry Bonds
• Registered/Private Placement Bonds
$300 initial/$600 annual
$750 initial/$600 annual
* Initial Fees charged at Closing
*Annual Fees charged in arrears month of closing
ADDITIONAL SERVICES
• Placement of CDs or Sinking Funds
• Late Payments
• Optional or Partial Redemption
• Mandatory Redemption
• Early Termination/Full Call
• Paying Costs of Issuance
$500 per set up/outside UMB
$100
$300
$100
$500
$500 one-time fee
SERVICES AVAILABLE UPON REQUEST
• Dissemination Agent
$1,000 annual
CHANGES IN FEE SCHEDULE
UMB Bank, N.A. reserves the right to renegotiate this fee schedule
Reasonable charges will be made for additional seNvices or reports not contemplated at the time of execution of the
Agreement or not covered specifically elsewhere in this schedule. Extraordinary out-of-pocket expenses will be
charged at cost. However, this does not include ordinaNy out-of-pocket expenses such as normal postage and
supplzes, which aNe included in the annual fees quoted above.
E?
LOAN AGREEMENT
This Loan Agreement is entered into as of July 24, 2024 by and between the City of Fairfax,
Iowa (the "City"), and Northland Securities, Inc., Minneapolis, Minnesota (the "Purchaser"). The parties
agree as follows:
1. The Purchaser shall loan to the City the sum of $660,000 and the City's obligation to
repay hereunder shall be evidenced by the issuance of General Obligation Corporate Purpose Bonds,
Series 2024 (the "Bonds") in the aggregate principal amount of $660,000.
2. The City has adopted a resolution on July 9, 2024 (the "Resolution") authorizing and
approving this Loan Agreement and providing for the issuance of the Bonds and the levy of taxes to pay
the principal of and interest on the Bonds for the purpose or purposes set forth in the Resolution. The
Resolution is incorporated herein by reference, and the parties agree to abide by the terms and provisions
of the Resolution. In and by the Resolution, provision has been made for the levy of a sufficient
continuing annual tax on all the taxable property within the City for the payment of the principal of and
interest on the Bonds as the same will respectively become due.
3. The Bonds, in substantially the form set forth in the Resolution, shall be executed and
delivered to or on behalf of the Purchaser to evidence the City's obligation to repay the amounts payable
hereunder. The Bonds shall be dated July 24, 2024, shall be in denominations of $5,000 or integral
multiples thereof, shall bear interest, shall be payable as to principal on the dates and in the amounts,
shall be subject to prepayment prior to maturity and shall contain such other terms and provisions as
provided in the Bonds and the Resolution.
4. This Loan Agreement is executed pursuant to the provisions of Section 384.24A of the
Code of Iowa and shall be read and construed as conforming to all provisions and requirements of the
statute.
IN WITNESS WHEREOF, we have hereunto affixed our signatures all as of the date first above
written.
Attest:
,
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Cy thia K. Stimson, Czty Clerk/Treasurer
CTTY OF FAIRFAX, IOWA ,��
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By i �� ��r�,�., �.��..�.-- °' `
Jo Ann Beer, Mayor '
4
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NORTHLAND SECURITIES, INC.
Minneapolis, Minnesota
:
(Signature)
(Print Name and Title)