TC Ord. No. 2003-05 Authorizing the issuance of not to exceed $2745000 adjustable rate demand industrial development revenue refunding bonds series 2003TOWN OF AVON, COLORADO
ORDINANCE NO. 03-05
SERIES OF 2003
AN ORDINANCE AUTHORIZING THE ISSUANCE OF NOT TO
EXCEED $2,745,000 ADJUSTABLE RATE DEMAND INDUSTRIAL
DEVELOPMENT REVENUE REFUNDING BONDS, SERIES 2003 (THE
KROGER CO.) OF THE TOWN OF AVON, COLORADO (THE
"ISSUER"), THE PROCEEDS OF WHICH SHALL BE LOANED-TO THE
KROGER CO. FOR THE PURPOSE OF PROVIDING FUNDS FOR THE
PERMANENT FINANCING OF COSTS OF A PROJECT WHICH
CONSTITUTES A "PROJECT" WITHIN THE MEANING OF THE
COUNTY AND MUNICIPALITY DEVELOPMENT BOND ACT;
AUTHORIZING A LOAN AGREEMENT AND TRUST INDENTURE
APPROPRIATE FOR THE PROTECTION AND DISPOSITION OF SUCH
REVENUES AND TO FURTHER SECURE SUCH BONDS;
AUTHORIZING A BOND PURCHASE AGREEMENT, TAX
REGULATORY AGREEMENT AND OFFERING CIRCULAR AND
AUTHORIZING OTHER ACTIONS IN CONNECTION WITH THE
ISSUANCE OF SUCH BONDS.
WHEREAS, the Town of Avon, Colorado (the "Issuer"), a political subdivision of
the State of Colorado, is authorized and empowered, by virtue of the laws of the State of
Colorado, including without limitation, Part I of Article 3 of Title 29 (29-3-101 et seq.) of the
County and Municipality Development Revenue Bond Act of the Colorado Revised Statutes, as
amended (the "Act"), (a) to make a loan for the refunding and retiring of outstanding revenue
bonds issued under the Act, (b) to issue and sell its revenue refunding bonds to provide moneys
for such loan for the purpose of refunding its previously issued $2,745,000 Floating/Fixed Rate
Industrial Development Refunding Revenue Bonds (Dillon Real Estate Co., Inc. Project), dated
as of March 20, 1985 (the "Prior Bonds"), which refunded the Issuer's $2,800,000 Industrial
Development Revenue Bonds (City Market, Inc. Project), the proceeds of which were used to
finance the acquisition, construction and equipping of a retail supermarket facility and related
equipment, improvements and fixtures (the "Project") which constitutes a "Project" within the
meaning of the Act, and (c) to enact this Bond Legislation and.execute and deliver the
agreements and instruments hereinafter identified; and
WHEREAS, this Town Council (the "Legislative Authority") of the Issuer has
determined and does hereby confirm that the sale and delivery of the $2,745,000 Adjustable Rate
Demand Industrial Development Revenue Refunding Bonds, Series.2003 (The Kroger Co.) (the
"Bonds") issued for the purpose of refunding and retiring of the Prior Bonds is consistent with
and in furtherance of the public purposes of the Act;
NOW THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE
TOWN OF AVON, COLORADO:
Section 1. Definitions. All defined terms used herein and not otherwise defined
herein shall have the respective meanings given to them in the Trust Indenture with respect to the
Bonds (the "Indenture") between the Issuer and U.S. Bank National Association, Cincinnati,
Ohio, and its successors in trust, as trustee (the "Trustee").
- Any reference herein to the Issuer or the Legislative Authority, or to any officers
or members thereof, shall include those which succeed to their functions, duties or
responsibilities pursuant to or by operation of law or who are lawfully performing their
functions.
Unless the context shall otherwise indicate, words importing the singular number
shall include the plural number, and vice versa, and the terms "hereof," "hereby," "hereto,"
"-`hereunder," and similar terms, mean this Bond Legislation.
Section 2. Determination of Issuer. This Legislative Authority determines
that: (i) the Project constitutes a "Project" within the meaning of the Act and is consistent with
and in furtherance of the public purposes of the Act; (ii) the refunding of the Prior Bonds and the
provisions of permanent financing of the costs of the Project will require the issuance, sale and
delivery of the Bonds in the principal amount of $2,745,000; and (iii) following reasonable
notice, and prior to adoption of the bond legislation, a public hearing was held, as required by
Section 147(f) of the Internal Revenue Code of 1986, as amended (the "Code"). The Issuer
hereby further determines that the Issuer shall and does hereby elect to have the provisions as to
the $10,000,000 limit in Section 144(a)(4) of the Code, apply to the Bonds.
Section 3. Authorization of Bonds. It is hereby determined to be necessary to,
and the Issuer shall, issue, sell and deliver, as provided herein and-pursuant to the authority of the
Act, the Bonds for the purpose of refunding and retiring the Prior.Bonds, all in accordance with
the provisions of the Loan Agreement dated as of February 1, 2003 (the "Agreement") between
the Issuer and the Borrower. The Bonds shall be designated "Adjustable Rate Demand Industrial
Development Revenue Refunding Bonds, Series 2003 (The Kroger Co.)". The maximum
amount of all Bonds to be outstanding at any one time is $2,745,000.
Section 4. Terms and Execution of the Bonds. The Bonds shall be issued in
the forms and denominations, shall be numbered, dated and payable as provided in the Indenture.
The Bonds shall mature as provided in the Indenture, and have such terms, bear such interest,
and be subject to mandatory and optional redemption as provided in the Indenture. This
Legislative Authority hereby fixes and establishes the interest rate.in effect from time to time on
the Bonds in the manner and pursuant to the provisions of the Indenture. The Bonds shall be
executed on behalf of the Issuer by the manual or facsimile signature of the Mayor (or in the
absence of the Mayor, the Mayor pro tempore) and attested to by the clerk (or, in the absence of
the clerk, the acting clerk) of the Issuer, and the seal of the Issuer [may] be impressed thereon or
a facsimile of such seal placed .thereon. In case any officer whose signature or a facsimile
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thereof shall appear on the Bonds shall cease to be such officer before the issuance or delivery of
the Bonds, such signature or facsimile thereof shall nevertheless be valid and sufficient for all
purposes, the same as if he had remained in office until after that time.
The form of the Bonds submitted to this meeting, subject to appropriate insertions
and revisions in order to comply with the provisions of the Indenture, is hereby approved, and
when the same shall be executed on behalf of the Issuer by the appropriate officers thereof in the
manner contemplated hereby and by the Indenture, in an aggregate principal amount of not to
exceed $2,745,000, shall represent the approved form of Bonds of the Issuer.
Section 5. Sale of the Bonds. In accordance with a request of the Borrower, that
the sale of the Bonds be made privately upon a negotiated basis, the Bonds are hereby awarded
to Thornton Farish Inc. (the "Underwriter") at the purchase price set forth, and on the terms and
conditions described, in the Bond Purchase Agreement with respect to the Bonds (the "Bond
Purchase Agreement") among the Issuer, the Borrower, U.S. Bank National Association and the
Underwriter. The members of the Legislative Authority, the Mayor (or in the absence of the
Mayor, the Mayor pro tempore) and the clerk (or in the absence of the clerk, the acting clerk) of
the Issuer, or their legally permissible designees or appointees, each are hereby separately
authorized and directed to make on behalf of the Issuer the necessary arrangements to establish
the date, location, procedure and conditions for the delivery of the Bonds to the Underwriter, and
to take all steps necessary to effect due execution and delivery to the Underwriter (or temporary
bonds delivered in lieu of definitive Bonds until their preparation and delivery can be
effectuated) under the terms of this Bond Legislation, the Bond Purchase Agreement, the
Agreement and the Indenture. It is hereby determined that the price for and the terms of the
Bonds, and the sale thereof, all as provided in the aforesaid documents, are in the best interests of
the Issuer and consistent with all legal requirements.
Section 6. Arbitrage Provisions. The Issuer will restrict the use of the proceeds
of the Bonds in such manner and to such extent, if any, as may be necessary, after taking into
account reasonable expectations at the time the Bonds are delivered to the Underwriter, so that
they will not constitute arbitrage bonds under Section 148 of the Code. The Mayor (or in the
absence of the Mayor, the Mayor pro tempore), the clerk (or in the absence of the clerk, the
acting clerk) or any other member of the Legislative Authority or officer having responsibility
with respect to the issuance of the Bonds, is authorized and directed, alone or in conjunction with
any of the foregoing or with any other officer, employee, consultant or, agent of the Issuer, to
deliver a certificate for inclusion in the transcript of proceedings for the Bonds, setting forth the
facts, estimates and circumstances and reasonable expectations pertaining to said Section 148
and regulations thereunder.
Section 7. Authorization of Agreement, Indenture, Bond Purchase
Agreement, Tax Regulatory Agreement and All Other Document's to be Executed by the
Issuer. In order to better secure the payment of the principal of, premium, if any, and interest on
the Bonds as the same shall become due and payable, any member of the Legislative Authority,
the Mayor (or in the absence of the Mayor, the Mayor pro tempore), the clerk (or in the absence
of the clerk, the acting clerk) of the Issuer, or their designees.or appointees, is authorized and
directed to execute, acknowledge and deliver`in the name and on-behalf of the Issuer, the
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Indenture, Agreement, Tax Regulatory Agreement and Bond Purchase Agreement in
substantially the forms submitted to the Issuer, which are hereby approved, with such changes
therein not inconsistent with'this Bond Legislation and not substantially adverse to the Issuer as
may be permitted by the Act and approved by the officer executing the same on behalf of the
Issuer. The approval'of such changes by said officer, and that such are not substantially adverse
to the Issuer, shall be conclusively evidenced by the execution of such Indenture, Agreement,
Tax Regulatory Agreement and Bond Purchase Agreement by such members or officers. The
Offering Circular prepared by the Underwriter in connection with the sale of the Bonds is hereby
authorized and is deemed to be in final form.
Each member of the Legislative Authority, the Mayor (or in the absence of the
Mayor, the Mayor pro tempore), the clerk (or in the absence of the clerk, the acting clerk) of the
Issuer, or their legally permissible designees or appointees, are each hereby separately authorized
to take any and all actions and to execute such financing statements, assignments, certificates and
other instruments that may be necessary or appropriate in the opinion of Peck, Shaffer &
Williams LLP, as Bond Counsel, in order to effect the issuance of the Bonds and the intent of
this Bond Legislation. The clerk (or in the absence of the clerk, the acting clerk) of the Issuer, or
other appropriate officer or employee or agent of the Issuer, shall certify a true transcript of all
proceedings had with respect to the issuance of the Bonds, along with such information from the
records of the Issuer as is necessary to determine the regularity and validity of the issuance of the
Bonds.
Section 8. Covenants of Issuer. In addition to other covenants of the Issuer in
this Bond Legislation, the Issuer further covenants and agrees as follows:
(a) Payment of Principal, Premium and Interest. The Issuer will, solely from
the sources herein or in the Indenture provided, pay or cause to be paid the principal of,
premium, if any, and interest on each and all Bonds on the dates, at the places and in the manner
provided herein, in the Indenture and in the Bonds.
(b) Performance of Covenants, Authority and Actions. The Issuer will at all
times faithfully observe and perform all agreements, covenants, undertakings, stipulations and
provisions contained in the Bonds, Agreement, Tax Regulatory Agreement, Bond Purchase
Agreement and Indenture, and in all proceedings of the Issuer pertaining to the Bonds. The
Issuer warrants and covenants that it is, and upon delivery of the Bonds will be, duly authorized
by the laws of the State of Colorado, including particularly and without limitation the Act, to
issue the Bonds and to execute the Agreement, the Indenture, the Tax Regulatory Agreement and
the Bond Purchase Agreement, and all other documents to be executed by it, to provide for the
security for payment of the principal of, premium, if any, and interest on the Bonds in the
manner and to the extent herein and in the Indenture set forth; that all actions on its part for the
issuance of the Bonds and execution and delivery of the Agreement, the Indenture, the Tax
Regulatory Agreement, the Bond Purchase Agreement and all other documents to be executed by
it in connection with the issuance of the Bonds, have been or will be duly and effectively taken;
and that the Bonds will be valid and enforceable special, limited obligations of the Issuer
according to the terms thereof.. Each provision of the Bond Legislation, the Indenture, the
Agreement, the Tax Regulatory Agreement, the Bond Purchase Agreement and each Bond, and
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all other documents to be executed by the Issuer in connection with the issuance of the Bonds, is
binding upon each officer of the Issuer as may from time to time have the authority under law to
take such actions as may be necessary to perform all or any part of the duty required by such
provision; and each duty of the Issuer and of its officers and employees undertaken pursuant to
such proceedings for the Bonds is established as a duty of the Issuer and of each such officer and
employee having authority to perform such duty.
Section 9. No Personal Liability. No recourse under or upon any obligation,
covenant, acceptance or agreement contained in this Ordinance, or in any Bond, or in the
Agreement, the Indenture, the Tax Regulatory Agreement or the Bond Purchase Agreement, or
under any judgment obtained against the Issuer or by the enforcement of any assessment or by
any legal or equitable proceeding by virtue of any constitution or statute or otherwise, or under
any circumstances, shall be had against any officer as such, past, present, or future, of the Issuer,
either directly or through the Issuer, or otherwise, for the payment for or to the Issuer or any
receiver thereof, or for or to any holder of any Bond, or otherwise, of any sum that may be due
and unpaid by the Issuer upon any of the Bonds. Any and all personal liability of every nature,
whether at common law or in equity, or by statute or by constitution or otherwise, of any such
officer, as such, to respond by reason of any act or omission on his or her part, or otherwise, for,
directly or indirectly, the payment for or to the Issuer or any receiver thereof, or for or to the
owner or any holder of any Bond, or otherwise, of any sum that may remain due and unpaid
upon any Bond, shall be deemed to be expressly waived and released as a condition of and
consideration for the execution and delivery of the Agreement, Indenture, the Tax Regulatory
Agreement and Bond Purchase Agreement and the issuance of the Bonds.
Section 10. No Debt or Tax Pledge. The Bonds do not constitute an
indebtedness or pledge of the faith and credit or taxing powers of the Issuer within the meaning of
the Constitution of the State of Colorado. The Bonds shall be payable solely from the revenues
and security interests pledged for their payment as provided in the Indenture, and neither moneys
raised by taxation nor any other general or special revenues of the Issuer shall be obligated or
pledged for the payment of principal of, premium (if any) or interest on the Bonds.
Section 11. Severabiliity. If any section, paragraph or provision of this Bond
Legislation shall be held to be invalid or unenforceable for any reason, the invalidity or,
unenforceability of such section, paragraph or provision shall not affect any of the remaining
provisions of this Bond Legislation.
Section 12. Sunshine Law. This Legislative Authority hereby finds and
determines that all formal actions relative to the adoption of this Bond Legislation were taken in
an open meeting of this Legislative Authority, and that all deliberations of this Legislative
Authority and of its committees, if any, which resulted in formal action, were in meetings open
to the public, in full compliance with applicable legal requirements.
Section 13. Approval of Financing. The Legislative Authority hereby approves
the issuance of the Bonds in the maximum aggregate principal amount of $2,745,000 to be
loaned to the Borrower for the refunding and retiring of the Prior Bonds which refunded bonds
were issued to finance the acquisition, construction and equipping of a retail supermarket facility
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and related equipment, improvements and fixtures, located within the jurisdiction of the Issuer,
which Project is currently owned by the Borrower.
Section 14. Notice of Issuance. After the issuance of the Bonds, the Mayor (or
in the absence of the Mayor, the Mayor pro tempore) and/or the clerk (or in the absence of the
clerk, the acting clerk) of the Issuer are hereby authorized to execute, and any of the
aforementioned individuals of the Issuer or Peck, Shaffer & Williams LLP is hereby authorized
to deliver and file on behalf of the Issuer, the Notice of Issuance of the Bonds to the State of
Colorado or any of its agencies; if required.
Section 15. Effective Date. This Bond Legislation shall take effect and be in
force immediately upon its adoption.
. INTRODUCED, READ BY TITLE, APPROVED ON FIRST READING AND
ORDERED PUBLISHED ONCE IN FULL AND ORDERED SET FOR A PUBLIC HEARING
ON FF99R;MAY 2003, this day of 12003.
• 9
A L
l0RA®
TOWN OF AVON, COLORADO
Mayor
9 ccv
U Town Cl~ k
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n READ, ADOPTED ON SECOND READING this P -tday of
l'' lgk~- , 2003.
OF qy0
S E, A 1.
Attest:
3 A4. I~
Town Clerk
(Seal)
TOWN OF AVON COLORADO
•
Mayor
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STATE OF COLORADO )
COUNTY OF EAGLE ) SS
TOWN OF AVON )
NOTICE IS HEREBY GIVEN OF A PUBLIC HEARING BEFORE THE TOWN COUNCIL OF THE
TOWN OF AVON, COLORADO AT 5:30 P.M. ON THE 11TH DAY OF MARCH 2003, AT THE
TOWN OF AVON MUNICIPAL BUILDING FOR THE PURPOSE OF CONSIDERING THE
ADOPTION OF THE FOLLOWING ORDINANCES:
Ordinance No. 03-05, Series of 2003
An Ordinance Authorizing The Issuance Of Not To Exceed $2,745,000 Adjustable Rate
Demand Industrial Development Revenue Refunding Bonds, Series 2003 (The Kroger Co.)
Of The Town Of Avon, Colorado (The "Issuer), The Proceeds Of Which Shall Be Loaned To
The Kroger Co. For The Purpose Of Providing Funds For, The Refunding Of Bonds
Previously Issued By The Issuer To Refinance Costs Of A "Project" Within The Meaning Of
The Colorado County And Municipality Development Revenue'Bond Act; Authorizing A Loan
Agreement And Trust Indenture Appropriate For The Protection And Disposition Of Such
Revenues And To Further Secure Such Bonds; Authorizing A Bond Purchase Agreement
And Tax Regulatory Agreement And Authorizing Other Actions In Connection With The
Issuance Of Such Bonds.
Ordinance No. 03-06, Series of 2003
An Ordinance Authorizing Conveyance of Lots 2, and 3, Resubdivision of Lots 1,2,3,4, and 5
McGrady Acres.
A copy of said Ordinances are attached hereto, and are also on file at the office of the Town Clerk,
and may be inspected during regular business hours.
Following this hearing, the Council may consider final passage of this Ordinance.
This notice is given and posted by order of the Town Council of the Town of Avon, Colorado
TOWN OF AVON, COLORADO
BY: Patty Mc enny
Tow rk
POSTED AT THE FOLLOWING PUBLIC PLACES WITHIN THE TOWN OF AVON ON
FEBRUARY 28, 2003
AVON MUNICIPAL BUILDING, MAIN LOBBY
ALPINE BANK, MAIN LOBBY
AVON RECREATION CENTER, MAIN LOBBY
CITY MARKET, MAIN LOBBY