HomeMy WebLinkAbout2021 Limited Tax General Obligation Bonds / Refunding Bonds - Bonds 2021A, 2021B & 2021C (Ord 2654 - Public Safety Plan: Public Works Shops Phase I)Public Safety Plan: Public Works Shops Phase I
LIMITED TAX GENERAL OBLIGATION BOND, 2021A
$2,867,300
LIMITED TAX GENERAL OBLIGATION REFUNDING
BOND, 2021 B (TAXABLE)
$2,780,900
LIMITED TAX GENERAL OBLIGATION REFUNDING
BOND, 2021C (TAXABLE)
$1,072,300
CITY OF TUKWILA, WASHINGTON
LMRED TAX GENERAL OBLIGATION BOND, 2021A
$2,867,300 (the "2021A Bond")
LMfTED TAX GENERAL OBLIGATION REFUNDING BOND, 2021B (TAXABLE)
$2,780,900 (the "2021B Bond")
LMfTED TAX GENERAL OBLIGATION REFUNDING BOND, 2021C (TAXABLE)
$1,072,300 (the "2021C Bond"
and together with the 2021A Bond and 2021B Bond, the "Bonds")
Bonds Dated: June 8, 2021
Opinions Dated: June 8, 2021
PACIFICA LAW GROUP LLP
1191 2nd Avenue, Suite 2000
Seattle, Washington 98101-3404
CITY OF TUKWILA, WASHINGTON
LIMITED TAX GENERAL OBLIGATION BOND, 2021A
$2,867,300 (the "2021A Bond")
LIMITED TAX GENERAL OBLIGATION REFUNDING BOND, 2021B (TAXABLE)
$2,780,900 (the "2021B Bond")
LIMITED TAX GENERAL OBLIGATION REFUNDING BOND, 2021C (TAXABLE)
$1,072,300 (the "2021C Bond"
and together with the 2021A Bond and 2021B Bond, the "Bonds")
RECORD OF PROCEEDINGS
Organizational Documents
1. Certificate for Transcript
2. Certificate of the Director of Elections of King County setting forth the names and terms
of office of the Mayor and City Council
3. Certificate of the Mayor setting forth the names of the City Administrator, Finance
Director and City Clerk
4. Certified copy of the proceedings ofthe City Council last fixing the time, date and place
of regular meetings ofthe City Council
5. Certificate ofthe City Clerk stating the official newspaper ofthe City
6. Certificate of the King County Assessor stating the assessed valuation of all of the
taxable property within the City as fixed in the fall of 2020 for the purposes of 2021
taxation
7. Certificate of the Finance Director as to the outstanding indebtedness of the City,
including any lease -purchase or conditional sale contracts and any general obligation debt
8. Bond Counsel's Calculation of Debt Limit
Authorization ofBonds
9. Certified copy of Ordinance No. 2654 passed on May 17, 2021 (the "Bond Ordinance")
10. Certified copy of the minutes of the Committee of the Whole meeting held on May 10,
2021, showing the first discussion ofthe Bond Ordinance
11. Certified copy of the minutes of the meeting of the City Council held on May 17, 2021,
showing the passage ofthe Bond Ordinance
12. Publisher's Affidavit of Publication ofthe Bond Ordinance
13. Request for Proposals
14. Loan Commitment between the City and Capital One Public Funding, LLC
(the "Lender")
Escrow Documents
15. Copy of Ordinance No. 2361 passed on December 5, 2011 authorizing the issuance ofthe
City's Limited Tax General Obligation Refunding Bonds, 2011 (the "2011 Refunded
Bonds")
16. Copy of Ordinance No. 2465 passed by the Council on December 1, 2014 and Ordinance
No. 2472 passed by the Council on March 16, 2015, authorizing the issuance of the
City's Limited Tax General Obligation Bond, 2014 (Taxable) (the "2014 Refunded
Bond")
17. Notice of Redemption provided to The Commerce Bank (formerly Zions First National
Bank), as Registered Owner ofthe 2014 Refunded Bond
18. Escrow Deposit Agreement between the City and U.S. Bank National Association
(the "Escrow Agent") for the 2021C Bond
19. Certificate and Receipt of Escrow Agent, and signing authority ofthe Escrow Agent
Closing Documents
20. Signature Identification and Nonlitigation Certificate
21. Lender Certificate, together with related correspondence to the City and City's
Representation Letter regarding municipal advisor representation
22. Federal Tax Certificate for the 2021A Bond with the following exhibits:
A I Description ofProject
H. Description of Private Use
III. Schedule of Expected Expenditures;
B. Issue Price Certificate;
C Certificate ofthe Municipal Advisor, with Schedules;
D. Written Procedures.
23. Internal Revenue Service Form 8038-G for 2021A Bond
24. Financing Schedules
25. Specimen Bonds
26. Certificate Regarding Payment and Delivery
-2-
27. Receipt for Bonds
28. Closing Memorandum
29. Bond Form 101
30. Notice of Financial Obligation
Opinions
31. Final approving legal opinion of Pacifica Law Group LLP for the 2021A Bond, Bond
Counsel
32. Final approving legal opinion of Pacifica Law Group LLP for the 2021B Bond and
2021 C Bond, Bond Counsel
CERTIFICATE FOR TRANSCRIPT
t CHRISTY O'FLAHERTY, the City Clerk of the City of Tukwila, Washington
(the "City"), do hereby certify that the within and attached documents are in each case true and
correct copies of the originals of such documents and that none of the resolutions, ordinances,
proceedings, statements or certificates contained herein have been repealed, rescinded or
canceled.
Dated this 8th day of June, 2021.
Chri sty O' Aaherty, MMC, City C&fk
City of Tukwila, Washington
STATE OF WASHINGTON
)SS.
COUNTY OF KING )
This is to certify that I, Julie Wise, am the Director of King County Elections, King County,
Washington; and
That the following officials serve as mayor and council members for the City of Tukwila, King
County, Washington, as determined from the official election records of King County, their terms of
office included, as now on file in the Elections Department.
Mayor
Council Position No. 1
Council Position No. 2
Council Position No. 3
Council Position No. 4
Council Position No. 5
Council Position No. 6
Council Position No. 7
Incumbent Term of Office
Allan Ekberg
December 2023
Verna Seal
December 2021
Kathy Hougardy
December 2023
Thomas McLeod
December 2021
Cynthia Delostrinos]ohnson
December 2023
Zak Idan
December 2021
Kate Kruller
December 2023
De'Sean Quinn
December 2021
Dated at Renton, King County, Washington this 19th day of April 2021.
A' -
JV Wise, Director
RNT-EL-0100 1919 SW Grady Way, Renton, WA 98057-2906 I 206-477-4140 I 111 Relay: 711 I kingcounty.gov/eiections
,1'; kcelections. corn rJ twitter.com/kcelections llfacebook.com/kcelections @instagrarn.com/kcelections
CERTIFICATE REGARDING CERTAIN APPOINTED CITY OFFICIALS
1 ALLAN EKBERG, the duly elected Mayor of the City of Tukwila, Washington
(the "City"), do hereby certify that David Cline is the duly appointed City Administrator, Vicky
Carlsen is the duly appointed Finance Director of the City, and Christy O'Flaherty is the duly
appointed City Clerk.
Dated this 8th day of June, 2021
CITY 0. T I. ..1, FINGTON
--
Allan Ekberg, Mayor
City of Tukwila, Washington
CERTIFICATE REGARDING REGULAR MEETINGS OF THE CITY COUNCIL
1 CHRISTY OTLAHERTY, City Clerk of the City of Tukwila, Washington, do hereby
certify that the attached is a true and correct copy of the proceedings setting the date, time and
place for regular meetings of the City Council.
Dated this 8th day of June, 2021.
rl�ZD --'L
Christy O'Fla erty, MMV'City Cler
City of Tukwila, Washington
J� ILA, ;k
Amended by 2209 °` t ti
-J;zp
,P f2
1908,
City of Tukwila
Washington
Ordinance No. -L--W
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, SETTING COUNCIL MEMING PROCEDURES,
REPEALING ORDINANCE NOS. 1311, 1345, 1421, 1770 §1, AND 1796 63
(PART); PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN
EFFECTIVE DATE.
WHEREAS, the City Council has decided to alter the procedures under which it
operates to provide for a more efficient and orderly governmental process; and
WHEREAS, several different ordinances from various years now have portions of
operating procedures that could more easily be followed in one ordinance;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, DO ORDAIN AS FOLLOWS:
Section 1. Chapter 204 of the TMC is hereby amended to read as follows:
2.04.010 Meetings Declared Open and Public
All meetings of the Tukwila City Council and its committees shall be open and
public, and all persons shall be permitted to attend any meeting of these bodies, except as
otherwise provided in Section 2.04.140.
2.04.020 Regular Meetings
The City Council shall meet regularly on the first and third Mondays of each month
at 7:00 p.m., unless an alternative starting time is set and notice is provided to the public
pursuant to Section 2.04.040. If at any time any Regular Meeting falls on a holiday, the
Council shall meet on the next business day at the same hour. The City Council shall
meet at Tukwila City Hall, unless otherwise publicly announced.
2.04.030 Committee of the Whole Meetings
A. The Council shall sit as a Committee of the Whole on the second and fourth
Monday of each month at 7:00 p.m., unless an alternate starting time is published; except,
if at any time any committee meeting falls on a holiday, the Council shall meet on the next
business day at the same hour. The City Council shall meet at Tukwila City Hall, unless
otherwise publicly announced.
B. Meetings of the Committee of the Whole shall be held primarily for the purpose
of considering current issues of the City, coordinating the work of the City Council, and
discussing draft ordinances, resolutions and policy issues in detail. The Committee of the
Whole will have no power to take final actions including, but not limited to, adopting
ordinances or passing motions or resolutions.
C. The Committee of the Whole may meet in a retreat setting to plan their work at
the beginning of the year or at any time beneficial to in-depth deliberations by the
Council. Results of the Committee of the Whole's retreats will be discussed with the
Mayor and administration in order to establish and understand City goals. A report
summarizing the proceedings will be made available following each retreat. No official
action will be taken at a retreat.
2.04.040 Special Meetings
Special meetings may be called by the Mayor, or any three Councilmembers by
written notice delivered by City employee(s) to each member of the Council at least 24
hours before the time specified for the proposed meeting and with public notice made
pursuant to RCW 42.30.080.
Council Meeting Procedures 1
204.050 Quorum
At all meetings of the City Council, four members shall constitute a quorum for the
transaction of business.
2 04.060 Seating
A. Members of the City Council will be seated at the Council table according to
seniority of the Council; except that the Council President will be seated at the right of the
Mayor.
B. Seniority shall be determined by the:
1. Greatest consecutive number of years served.
2. Greatest consecutive number of years plus months or years served prior to
the current term(s).
3. Number of votes when elected.
204.070 Council President—Mayor Pro Tempore
A. At the first Regular Meeting in January of each year, members of the City Council
shall elect from their number a Council President who shall hold office at the pleasure of
the Council. The general policy of Council is to elect presidents in a rotating order. If a
vacancy occurs in the office of Council President, the City Council, at their next Regular
Meeting, shall select a new Council President to serve the remainder of the year.
B. In the absence of the Mayor, the Council President shall become the Mayor Pro
Tempore and perform the duties of the Mayor except that the Council President shall not
have the power to appoint or remove any officer or to veto any ordinance. If a vacancy
occurs in the office of the Mayor, the City Council — at their next Regular Meeting — shall
elect from their number a Mayor who shall serve until a Mayor is elected and certified at
the next municipal election.
2 04.080 Presiding Officer
A. All Regular and Special Meetings of the City Council shall be presided over by
the Mayor or, in his/her absence, by the Mayor Pro Tempore. If neither the Mayor nor
the Mayor Pro Tempore is present at a meeting, the presiding officer for that meeting
shall be elected by a majority of the vote of those Councilmembers present, provided
there is a quorum.
B. All Committee of the Whole meetings shall be presided over by the Council
President. If the Council President is temporarily absent, the Council shall elect a
Councilmember to serve in that capacity until the Council President returns.
C. The City Clerk or his/her designee will staff Regular and Special Council
meetings and Committees of the Whole meetings. In the absence of the Clerk, Deputy
Clerk or other qualified staff member appointed by the Clerk, the Mayor or Council may
appoint a staff person to act in that capacity.
D. The appointment of a Councilmember as Mayor Pro Tempore shall not in any
way abridge his/her right to vote on matters coming before the Council at such meeting.
E. The presiding officer shall preserve strict order and decorum at all meetings of
the Council. The presiding officer shall state all questions coming before the Council,
provide opportunity for discussion on each item on the table, and announce the decision
of the Council on all subjects. Procedural decisions made by the presiding officer may be
overruled by a majority vote of the Council.
204.090 Agenda for Regular or Special Council Meetings
All items to be included on the agenda for Council consideration must be submitted
to the City Clerk in full by 12:00 p.m. Noon on the Wednesday preceding each Council
meeting. The City Clerk shall then prepare a proposed agenda, with attachments,
according to the order of business. After the proposed agenda has been approved by the
Council President or, in his/her absence, by his/her designated member of the City
Council, the City Clerk shall prepare the final agenda, which shall be distributed to the
Mayor, Councilmembers, City Attorney and Department Heads no later than Noon on
the Friday preceding the Council Meeting. A copy of the agenda and subsequent
documents shall be posted on the lobby bulletin board at City Hall. A copy of the Agenda
face sheet will be posted on the City's website.
Council Meeting Procedures 2
2.04.100 Agenda Format
The format of a Regular or Special City Council agenda shall be as follows:
A. Call to Order.
B. Pledge of Allegiance.
C. Roll Call.
D. Special Presentations on key agenda items.
E. Appointments and Proclamations of the Mayor.
F. Citizens' Comments. This is an opportunity for the audience to comment on
items not listed on the agenda.
G. Consent Agenda.
1. Contains all consent agenda items approved by the Council President, from
a Committee of the Whole, or forwarded by unanimous committee action, and routine
items such as, but not limited to, approval of minutes and approval of vouchers. No
ordinances, resolutions or bid awards will be included on the consent agenda.
2. The following rules shall apply to the consent agenda:
a. Any member of the City Council may, by request and without a Council
vote, have any items removed from the consent agenda. That item will, by automatic
procedure, be placed under New Business for further discussion.
b. The remaining items shall be approved by motion.
H. Bid Awards. All competitive bid awards shall comply with RCW Title 39, and
those that require Council approval shall include the contractor/ vendor name, the project
name, and the total dollar amount of the award. The award may or may not include
Washington State Sales Tax.
1. Public Hearings.
1. For public hearings required by City, State or Federal law or as the Council
may direct. Examples may include, but not be limited to:
a. LID
b. Zoning
c. Budget
d. Revenue sharing grants
e. Annexation
L Moratoria
g. Quasi-judicial decisions
2. The following procedures shall apply to public hearings, except public
hearings subject to TMC Chapters 18.104 through 18.116, which shall be subject to the
procedures specified therein:
a. The presiding officer may exercise a change in the procedures, but said
decision may be overruled by a majority vote of the City Council.
b. The proponent spokesman shall speak first and be allowed 15 minutes.
The Council may ask questions.
c. The opponent spokesman shall be allowed 15 minutes for presentation
and the Council may ask questions.
d. Each side shall then be allowed 5 minutes for rebuttal.
e. After the proponents and opponents have used their speaking time,
Council may ask further questions of the speakers, who may respond.
3. At public hearings and for issues where a public meeting is required or
requested, and a general audience is in attendance to present arguments for or against a
public issue:
a. A signup sheet for speakers will be available, and all citizens
considering speaking will be asked to write their name and address legibly. If they speak
without signing up, they will be asked to sign in after speaking.
Council Meeting procedures 3
b. A person may speak for five minutes. No one may speak for a second
time until everyone wishing to speak has had an opportunity to speak.
c. After the speaker has used the allotted time, Council may ask questions
of the speaker and the speaker may respond, but may not engage in further debate.
d. Speakers should address their comments to the City Council and should
not address other audience members. No disparaging remarks or remarks directed to
opponents will be allowed.
e. The hearing will then be closed to public participation by the presiding
officer and open for Councilmember discussion.
J. Unfinished Business. This section of the agenda shall include items of a general
nature, including resolutions and ordinances previously discussed at a Council meeting.
The following procedures shall apply during this section of the agenda:
1. The item will be put on the table by motion
2. The committee chair, sponsor or a designated spokesman of each item may
give a presentation-
3.
resentation3. If a resolution or ordinance, the City Attorney or City Administrator may
read the item by title only or, if requested by any Councilmember, the document may be
read in its entirety. A motion by Council shall rule.
4. The Council may then question the sponsor or designated spokesman of the
presented item.
5. When discussions conclude, the Council, by motion, will act upon the
resolution, ordinance or other item
K. New Business. This section of the agenda shall include all items of a general
nature -- including resolutions and ordinances previously discussed at a Committee
Meeting and put forward to the Regular Meeting — and items that have been removed
from the consent agenda. The procedures that apply during this section shall be the same
as those under Unfinished Business.
L Reports. Reports on special interest items from the Mayor, City Council, staff,
City Attorney, and intergovernmental representatives.
M. Miscellaneous.
N. Executive Session.
O. Adjournment.
2.04.110 Miscellaneous Agenda Procedures
A. The City Council desires to provide adequate time for administration and staff
analysis, fact finding and presentation.
1. Items to come before the City Council should first be placed on the agenda of
the appropriate committee for discussion before they are placed on the agenda of a
Regular Council Meeting.
2. All items that are not routine in nature and presented shall include a
completed Council Agenda Synopsis (CAS), a staff report, and Committee Minutes. The
City Clerk or a designated person shall be responsible for attaching a CAS number,
keeping the original CAS, and maintaining an index for future reference.
B. The agenda and provision for the Committee of the Whole shall be citizen
comments, committee reports, discussion of items referred from committees, items
referred by three Councilmembers, and items set by the Council President. The agenda
and any attachments will be approved by the Council President or his/her designee, and
shall be prepared by the City Clerk for distribution to the Council by 12:00 p.m. Noon on
Friday.
C. Items may be placed directly on the agenda of a Regular Meeting when the items
are approved by the Council President, and:
1. The items are routine in nature, such as approval of vouchers,
proclamations, acknowledgement or receipt of petitions or documents, or discussion of
claims for damages.
Council Meeting Procedures 4
2. An emergency condition exists that represents a personnel hazard,
impending deadline, or risk of immediate financial loss. In such instances, the CAS
summary or staff memo should clearly define why the special procedure is necessary.
3. In the event the sponsor of any items to come before the City Council feels it
both appropriate and beneficial to the City, that sponsor may bring such items directly to
the Regular Meeting with the concurrence of three Councilmembers.
D. The Council President may affix an approximate time limit for each agenda item
at the time of approval of the agenda.
E. All proposed ordinances and resolutions shall be reviewed by the City Attorney
and bear the Attorney's certification that they are in correct form before final passage. All
accompanying documents shall be available before ordinances and resolutions can be
passed.
F. Resolutions of the City Council shall be signed by the Council President.
G. A joint resolution of the City Council and the Mayor maybe proposed when:
1. The subject of the resolution is of broad City concern, and the subject
contains Council policy and administrative procedure; or
2. The subject of the resolution is of a ceremonial or honorary nature.
H. Joint resolutions will be subject to the voting rules in TMC Chapter 2.04.130 and
will be signed by the Mayor and Council President. The Council may provide for all
Councilmembers to sign the joint resolution enacted under TMC Chapter 2.04.110 G.
204.120 Speaking Procedures
A. Speaking procedure for agenda items under consideration is as follows:
1. A Councilmember desiring to speak shall address the chair and, upon
recognition by the presiding officer, shall confine him/herself to the question under
debate. Recognition of Councilmembers shall be by seniority.
2. Any member, while speaking, shall not be interrupted unless it is to call him
or her to order.
3. No Councilmember shall speak a second time on the same motion before an
opportunity has been given each Councilmember to speak on that motion.
B. Addressing the Council for items under Council discussion shall proceed as
follows:
1. Any person, with the permission of the presiding officer, may address the
Council, but the presiding officer shall be required to recognize speakers in the following
order:
a. A person designated by the presiding officer to introduce the subject
under discussion.
b. Those whose request to be heard is contained in the written agenda.
c. Those who have submitted their request to be heard in writing or to the
City Clerk before the meeting.
d. Those who ask recognition from the floor.
2. In addressing the Council., each person shall advance to the podium and,
after recognition, give name and address, and — unless further time is given by the
presiding officer — shall limit his/her address to five minutes. All remarks shall be made
to the Council as a body and not to any individual member or to the audience.
3. No person shall be permitted to enter into any discussion from the floor without
first being recognized by the presiding officer.
4. Any person making personal, impertinent or slanderous remarks while
addressing the Council shall be barred from further audience participation by the
presiding officer unless permission to continue is granted by a majority vote of the
Council.
2.04.130 Voting
A. Silence of a Councilmember during a voice vote shall be recorded as an
affirmative vote except where such a Councilmember abstains because of a stated conflict
Council Meeting Procedures 5
of interest. Each member present must vote on all questions before the Council and may
abstain only by reason of conflict of interest.
B. A roll -call vote may be requested by the presiding officer or any member of the
Council. Voting normally shall be by seniority, however, this procedure may be changed
by the presiding officer.
C. Confirmations of appointments by the Mayor, budget transfers, personnel levels,
and formal motions, resolutions, ordinances and amendments thereto shall require the
affirmative votes of four Councilmembers.
2.04.140 Executive Sessions
The City Council may hold an Executive Session during a Regular Meeting, Special
Meeting or Committee of the Whole meeting to consider certain matters as set forth in
RCW 42.30.110.
2.04.150 Continuances
Any hearing being held or ordered to be held by the City Council may be continued
in the manner as set forth by RCW 42.30.100.
2.04.160 Adjournment
A. Any Committee of the Whole, Regular, adjourned Regular, Special or adjourned
Special Meeting may be adjourned in the manner as set forth in RCW 42.30.090.
B. All meetings of the Council shall adjourn no later than 11:00 p.m. If the Council
desires to extend the meeting, a motion shall be required of a majority plus one vote of
Councilmembers present. Items not acted on by the 11:00 p.m. deadline shall be deferred
to the next respective Council meeting as unfinished business, unless Council, by a
majority vote of members present, determines otherwise.
2.04.170 Questions of Parliamentary Procedure
Questions of parliamentary procedure not covered by this chapter shall be governed
by Robert's Rules of Order, Newly Revised (latest edition).
2.04.180 Council Committees and Representatives
A_ There are four standing committees of the Council consisting of three members
each The Council President shall appoint the membership of each committee and the
committee chair by the second Regular Meeting of each year. The chair for each
committee shall set the schedule of meetings and cause them to be published. In the event
a committee member is unable to attend a meeting, that member may ask another
Councilmember to attend in his/her place.
B. The standing committees shall consider and may make policy and legislative
recommendations to the City Council on items referred to the committee by the Council
President, the Council, administrative departments, boards or commissions. If budgeted
in an amount less than or equal to $25,000, a committee can approve a bid or negotiation
award by an affirmative vote of three committee members. If a unanimous committee
vote is not obtained, the award will be referred to the City Council for action. The
standing committees, their scopes of authority, and the supporting City departments are
as follow:
1. Transportation Committee, which shall consider matters related to
transportation, transportation plans, traffic, transit, streets, street lighting, signals, street
LIDs, and rights-of-way in coordination with the Public Works Department and
Department of Community Development.
2. Utilities Committee, which shall consider matters related to water; sewer;
electric power; natural gas; telephone; cable television; telecommunications; solid waste
reduction, reuse and recycling; river basins; and levies in coordination with the Public
Works Department.
3. Finance and Safety Committee, which shall consider matters related to the
general fiscal and financial operations of the City; budget and financial reports; and policy
matters related to personnel including, but not limited to, the salary grade schedule,
position classifications and salary changes in coordination with the Finance Department,
Administrative Services Department, and City Administrator. They will consider library
issues, tourism, administrative matters, and information technology issues in conjunction
Council Meeting Procedures 6
with the City Clerk, Library Advisory Board, Lodging Tax Advisory Board, Chamber of
Commerce, and Information Services. They shall consider matters related to police and
fire protection; the municipal court; emergency services; and animal control in
coordination with the Police Department, Fire Department, Civil Service Commission,
Public Works Department, and Community -Oriented Policing Board.
4. Community Affairs and Parks Committee, which shall consider matters
related to the planning of the physical, economic, aesthetic, cultural and social
development of the City; and Comprehensive Plan, Zoning Code, Building Code, code
enforcement, Sign Code and annexation policies, in coordination with the Department of
Community Development, Human Services, Planning Commission, Hearing Examiner,
Sister Cities Committee, Human Services Advisory Board, and the Equity and Diversity
Commission They shall consider matters relating to parks and park plans, recreation
facilities and community activities, in coordination with the Parks and Recreation
Department, the Arts Commission, and Park Commission.
B. The Council President may establish such ad hoc committees as may be
appropriate to consider special matters that do not readily fit the standing committee
structure or that require special approach or emphasis. The Council President shall
appoint Council representatives to intergovernmental councils, boards and committees as
needed.
C. Council committees shall consider all matters referred. Each committee chair
shall report to the Council the findings of the committee. Committees may refer items to
the Council with no committee recommendation.
D. Each committee chair may review and approve his/her committee agenda and
will approve committee minutes before distribution. The committee chair can authorize
the cancellation of a committee meeting. An affirmative vote of three members of Finance
and Safety Committee is required when the committee approves unbudgeted items.
2.04.190 Filling Council Vacancies
If a vacancy occurs in the office of Councilmember, the Council will follow the
procedures outlined in RCW 35A.12.050. In order to fill the vacancy with the most
qualified person available until an election is held, the Council will widely distribute and
publish a notice of the vacancy, the procedure and any application form for applying.
The Council will draw up an application form, which contains relevant information to
answer set questions posed by the Council. The application forms will be used in
conjunction with an interview of each candidate to aid the Council selection of the new
Councilmember.
Section 2. Repealer. Ord. Nos. 1311, 1345, 1421, 1770 §l, and 1796 §3 (part) are
hereby repealed.
Section 3. Severability. If any section, subsection, paragraph, sentence, clause or
phrase of this ordinance or its application to any person or situation should be held to
be invalid or unconstitutional for any reason by a court of competent jurisdiction, such
invalidity or unconstitutionality shall not affect the validity or constitutionality of the
remaining portions of this ordinance or its application to any other person or situation.
Section 4. Effective Date. This ordinance or a summary thereof shall be published
in the official newspaper of the City, and shall take effect and be in full force five days
after passage and publication as provided by law.
PASSED BY THE CITY COUNCIL OF THE CITY OF�WILA, WASHINGTON,
at a Regular Meeting thereof this 41 day of :.
2003.
ATTEST/ AUTHENTICATED:
P //J Steven M. Mullet, Mayor
O -V- (�D • C _Qin (-
xane E. Cantu, CMC, City Clerk
APPROVED AS TO FORM BY:
i
/4�
Office of the C' y Attorney
Council Meeting Procedures 7
Filed with the City Clerk: '711716 3
Passed by the City Council: '77.2!A03
Published: 7 S .3
Effective Date: 3u .3
Ordinance Number: J6D Z/
SUMMARY OF ORDINANCE
No. 2024
City of Tukwila, Washington
On July 21, 2003, the City Council of the City of Tukwila, Washington,
adopted Ordinance No. 2024, the main points of which are
summarized by its title as follows:
An ordinance of the City Council of the City of Tukwila,
Washington, setting council meeting procedures; repealing
Ordinance Nos. 1311, 1345, 1421, 1770 §1, and 1796 §3 (part);
providing for severability; and establishing an effective date.
The full text of this ordinance will be mailed upon request.
Approved by the City Council at their Regular Meeting of July 21,
2003.
Jane E. Cantu, CMC
City Clerk
Published: Seattle Times - July 25, 27
CERTIFICATE REGARDING OFFICIAL NEWSPAPER
I, CHRISTY O'FLAHERTY, City Clerk of the City of Tukwila, Washington, do hereby
certify that The Seattle Times is the official newspaper for publishing City Council's action and
business.
Dated this 8th day of June, 2021.
Christy O'Fla erty, MMC, City
City of Tukwila, Washington
LIM
King County
Department of Assessments
Accounting Division
500 Fourth Avenue, ADM -AS -0725
Seattle, WA 98104-2384
(206) 263-2381 FAX (206) 296-0106
Email: assessor.info@kingcounty.gov
http://www.kiiii!countv.gov/assessor/
John Wilson
Assessor
I, John Wilson, King County Assessor, pursuant to the duty imposed
upon me by RCW 84.48.130, certify that the assessed valuation of all
the property subject to taxation situated within the King County
boundaries of the City of Tukwila as equalized and fixed by the
County Board of Equalization and the State Board of Tax Appeals, as
of January 27, 2021, (for taxes payable in 2021) is $7,883,057,562
(Grand Total), $7,859,808,745 (Regular Levy for Limited Bonds), and
$7,845,446,305 (Excess Total which excludes all exempt senior
citizens). The TAV (timber -assessed value) is $0.00
WITNESS my hand this 24th day of February 2021.
John Wilson
King County Assessor
JW: dp
CERTIFICATE REGARDING OUTSTANDING DEBT
I, Vicky Carlsen, Finance Director of the City of Tukwila, Washington (the "City"), do
hereby certify that the following are all of the City's currently outstanding general obligation bonds
and long-term leases and financing contracts as of June 8, 2021 (excluding the City's Limited Tax
General Obligation Bond, 2021A, Limited Tax General Obligation Refunding Bond, 2021B
(Taxable) and Limited Tax General Obligation Refunding Bond, 2021 C (Taxable) issued on the
date hereof and the indebtedness to be refinanced with a portion of the proceeds thereof):
Voted and Nonvoted General Obligation Bonds and Obligations:
Unlimited Tax General Obligation Bonds, 2016 $28,995,000
Unlimited Tax General Obligation Bonds, 2019 37,380,000
Long-term leases and conditional sale contracts (including COPS) and other debt:
Designation
None
Dated as of this 8th day of June, 2021.
Outstanding
Balance
Vicky Carlsen, Finance Director
City of Tukwila, Washington
Principal
Amount
Outstanding General Obligation Debt
Outstanding
Limited Tax General Obligation Debt
Limited Tax General Obligation Bonds, 2011
$1,545,000
Limited Tax General Obligation Bond, 2013
215,371
Limited Tax General Obligation Bond, 2014 (Taxable)
2,941,000
Limited Tax General Obligation Bonds, 2015
4,665,000
Limited Tax General Obligation Bonds, 2017
7,235,000
Limited Tax General Obligation Bond, 2017 (Taxable)
2,276,000
Limited Tax General Obligation Bonds, 2018
18,365,000
Limited Tax General Obligation Bonds, 2019
22,830,000
SCORE Refunding Bonds, Series 2019
4,568,396
Limited Tax General Obligation Refunding Bond, 2020
1,995,000
Unlimited Tax General Obligation Debt
Unlimited Tax General Obligation Bonds, 2016 $28,995,000
Unlimited Tax General Obligation Bonds, 2019 37,380,000
Long-term leases and conditional sale contracts (including COPS) and other debt:
Designation
None
Dated as of this 8th day of June, 2021.
Outstanding
Balance
Vicky Carlsen, Finance Director
City of Tukwila, Washington
BOND COUNSEL'S CALCULATION OF DEBT LIMIT
Value of Taxable Property within the City of Tukwila, Washington, for
regular taxes and excess levies payable in 2021, per certificate of the
King County Assessor (excess total excluding exempt senior citizens and
timber assessed value):
$
7,883,057,562
Nonvoted Limited Indebtedness:
Nonvoted Debt Ceiling per RCW 39.36.020: 1.50% of value of taxable
property
$
118,245,863
Less:
Nonvoted debt outstanding per Certificate of Finance Director
($
66,635,767)
Proposed Limited Tax General Obligation Bond, 2021A; Limited Tax
General Obligation Refunding Bond, 2021 B (Taxable); and Limited
Tax General Obligation Refunding Bond, 2021 C (Taxable)
($
6,720,500)
Leases/Sale Contracts
($
0)
Total Nonvoted Debt
($ 73,356,267)
Remaining Nonvoted Debt Capacity
$
44,889,596
Total Debt Ceiling for General Municipal Purposes, Voted and
Nonvoted: 2.50% value of taxable property (RCW 39.36.020)
$
197,076,439
Less:
Voted Debt Outstanding per Certificate of the Finance Director
($
66,375,000)
Nonvoted debt from above
($ 73,356,267)
Total Debt
($
139,731,267)
Remaining Debt Capacity Unused:
$
57,345,172
Based upon the certificate of assessed valuation of the King County Assessor and the
certificate of general obligation debt outstanding as of June 8, 2021 of the City of Tukwila,
Washington (the "City"), the issuance of the Limited Tax General Obligation Bond, 2021 A,
Limited Tax General Obligation Refunding Bond, 2021B (Taxable), and Limited Tax General
Obligation Refunding Bond, 2021C (Taxable) by the City, will be within the constitutional and
statutory limits for nonvoted, voted and total indebtedness.
Dated as of this 8th day of June, 2021.
PACIFICA LAW GROUP LLP
By
C%WX-
Deanna Gregory
CERTIFICATE REGARDING BOND ORDINANCE
I, CHRISTY O'FLAHERTY, City Clerk of the City of Tukwila, Washington
(the "City"), do hereby certify:
1. That the attached Ordinance No. 2654 (the "Ordinance") is a true and correct
copy of an ordinance of the City Council, as passed at a regular meeting of the City Council held
on May 17, 2021, and duly recorded in my office, and that such Ordinance has not been amended
or superseded.
2. That the meeting was duly convened and held in all respects in accordance with
law, including but not limited to Washington State Governor Inslee's emergency proclamation
No. 20-28 issued on March 24, 2020, as amended and supplemented, temporarily suspending
portions of the Open Public Meetings Act (chapter 42.30 RCW), and to the extent required by
law, due and proper notice of the meeting was given; a legal quorum was present throughout the
meeting and a legally sufficient number of members of the City Council voted in the proper
manner for the adoption of the Ordinance; that all other requirements and proceedings incident to
the proper adoption of the Ordinance have been duly fulfilled, carried out and otherwise
observed; and that I am authorized to execute this certificate.
Dated this 8th day of June, 2021.
- X � , � E4 Z? -a;?
Chesty O' aherty, MMC, City C r
City of Tukwila, Washington
Cl*ty of Tukwi*la
Washington
Ordinance No. 2 (0 5 LA
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AUTHORIZING THE ISSUANCE
AND SALE OF ONE OR MORE SERIES OF LIMITED TAX
GENERAL OBLIGATION AND REFUNDING BONDS OF THE
CITY IN THE AGGREGATE PRINCIPAL AMOUNT OF NOT TO
EXCEED $7,200,000 TO FINANCE AND/OR REIMBURSE
COSTS RELATED TO CAPITAL IMPROVEMENTS TO THE
CITY'S PUBLIC WORKS FACILITIES, TO REFUND CERTAIN
OUTSTANDING LIMITED TAX GENERAL OBLIGATION BONDS
OF THE CITY, AND TO PAY THE COST OF ISSUING THE
BONDS; PROVIDING THE FORM, TERMS AND COVENANTS
OF THE BONDS; DELEGATING THE AUTHORITY TO
APPROVE THE SALE OF THE BONDS; PROVIDING FOR
OTHER MATTERS RELATING THERETO; PROVIDING FOR
SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the City Council (the "Council")of the City of Tukwila, Washington (the
"City") has deemed it in the best interest of the City to acquire, improve, develop and
equip certain capital improvements to the City's public works facilities (the "Project");
and
WHEREAS, the City issued its Limited Tax General Obligation Refunding Bonds,
2011 on December 28, 2011, pursuantto Ordinance No. 2361 passed by the Council on
December 5, 2011 (the "2011 Ordinance"), in the original principal amount of
$4,620,000 (the "2011 Bonds"); and
WHEREAS, the 2011 Ordinance provides that the City may redeem the 2011
Bonds maturing on or after December 1, 2022, on any date on or after December 1,
2021, in whole or in part, at the price of par plus accrued interest, if any, to the date of
redemption (the "2011 Refunding Candidates"); and
WHEREAS, the City issued its Limited Tax General Obligation Bond, 2014
(Taxable), on December 16, 2014 pursuant to Ordinance No. 2465 passed by the
Council on December 1, 2014, as amended by Ordinance No. 2472 passed by the
Council on March 16, 2015 (as amended, the "2014 Ordinance," and togetherwith the
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2011 Ordinance, the "Outstanding Bond Ordinances"), in the original principal amountof
$3,850,000 (the "2014 Bond"); and
WHEREAS, the 2014 Ordinance provides that the City may redeem the 2014 Bond
on any date on or after December 1, 2019 (the "2014 Refunding Candidate," and
together with the 2011 Refunding Candidates, the "Refunding Candidates"); and
WHEREAS, after due consideration, the Council has determined it is in the best
interest of the City to authorize the issuance of one or more series of limited tax general
obligation and refunding bonds in the aggregate principal amount of not to exceed
$7,200,000, to pay and/or reimburse the City for all or a portion of the costs of the
Project, to refund and defease all or a portion of the Refunding Candidates for debt
service savings, and to pay costs of issuance forthe bonds; and
WHEREAS, the City has issued a request for proposals from various financial
institutions to purchase the bonds authorized herein; and
WHEREAS, the Council wishes to delegate authority to the Finance Director
(the "Designated Representative"), for a limited time, to select one or more proposals
that are in the best interest of the City (if any); to approve the issuance from time to
time, on a single date or on multiple dates, of one or more series of bonds; to designate
each series of bonds as tax-exempt or taxable; to select the Refunding Candidates for
redemption; and to approve the interest rates and the terms of the bonds within the
parameters set by this ordinance; and
WHEREAS, the Council now wishes to authorize the issuance of the bonds and
sale of the bonds to the successful respondent(s) subject to the terms and conditions
set forth in this ordinance;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Definitions. As used in this ordinance, the following words shall have
the following meanings:
Acquired Obligations mean the Government Obligations, if any, acquired by the
City under the terms of this ordinance and the Escrow Agreement to effect the
defeasance and refunding of the Refunded Bonds, butonly to the extent that the same
are acquired at Fair Market Value.
Bond Counsel means Pacifica Law Group LLP, Seattle, Washington, or an
attorney at law or a firm of attorneys, which is admitted to practice law before the
highestcourtof any state in the United States of America or the District of Columbia and
nationally recognized and experienced in legal work relating to the issuance of tax-
exempt bondswho is or are selected by the City.
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Bond Purchase Contract means one or more commitments, bond purchase
contracts, loan agreements, forward delivery agreements, or other contracts between
the City and one or more Purchasers approved by the Designated Representative
pursuantto this ordinance.
Bond Register means the registration records for the Bonds maintained by the
Bond Registrar.
Bond Registrar means the City Finance Director or, at the option of the City, the
fiscal agent for municipal bonds issued in the State, currently U.S. Bank National
Association.
Bonds means the Project Bond together with the Refunding Bonds, authorized to
be issued from time to time underthis ordinance.
Call Date means the date of redemption of the Refunded Bonds as set forth in the
Escrow Agreement.
City means the City of Tukwila, Washington, a municipal corporation duly
organized and existing underthe laws of the State of Washington.
City Administrator means the duly appointed and acting City Administrator,
including anyone acting in such capacityforthe position, or the successor to the duties
of that office.
City Attorney means the duly appointed and acting City Attorney, including anyone
acting in such capacity for the position, or the successorto the duties of that office.
City Clerk means the duly appointed and acting City Clerk of the City or the
successor to the duties of that office.
Code means the Internal Revenue Code of 1986 as in effect on the date of
issuance of any Tax -Exempt Bonds or (except as otherwise referenced herein) as it
may be amended to apply to obligations issued on the date of issuance of any Tax -
Exempt Bonds, together with applicable proposed, temporary and final regulations
promulgated, and applicable official public guidance published, underthe Code.
Commission means the United States Securities and Exchange Commission.
Council or City Council means the Tukwila City Council, as the general legislative
body of the City as the same is duly and regularly constituted from time to time.
Debt Service Fund means the funds or accounts created pursuant to this
ordinance forthe purpose of paying debt service on each series of Bonds.
Designated Representative means the Finance Director, or his or herdesignee.
Escrow Agent means U.S. Bank National Association, and its successors and
assigns.
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Escrow Agreement means the Escrow Deposit Agreement between the City and
the Escrow Agent.
Fair Market Value means the price at which a willing buyer would purchase the
investment from a willing seller in a bona fide, arm's length transaction, except for
specified investments as described in Treasury Regulation § 1.148-5(d)6), including
United States Treasury obligations, certificates of deposit, guaranteed investment
contracts, and investments for yield restricted defeasance escrows. Fair Market Value
is generally determined on the date on which a contract to purchase or sell an
investment becomes binding, and, to the extent required by the applicable regulations
underthe Code, the term "investment" shall include a hedge.
Federal Tax Certificate means the certificate executed by the City setting forth the
requirements of the Code for maintaining the tax exemption of interest on the Tax -
Exempt Bonds, and attachments thereto.
Finance Director means the duly appointed and acting Finance Directorof the City
or the successor to such officer.
Government Obligations mean those obligations now or hereafter defi n ed as such
in Chapter39.53 RCW.
Interest Rate means the fixed rate of interest for each series of Bonds as approved
by the Designated Representative and set forth in the applicable Bond and in th a Bon d
Purchase Contract.
Maturity Date means the date of final maturity for a series of Bonds, as set forth
therein.
Mayor or City Mayor means the elected Mayor of the City, or the successor to the
duties of that office.
Outstanding Bond Ordinances mean the 2011 Ordinance and the 2014
Ordinance.
Project means the capital project described in Section 2 of this ordinance.
Project Bond means the Limited Tax General Obligation Bond authorized to be
issued pursuantto this ordinance to pay all or a portion of the costs of the Project and to
pay costs of issuance for such Bond.
Project Fund means the account created pursuant to Section 7 of this ordinance.
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Purchaser means any bank or other financial institution selected to purchase one
or more series of Bonds (or to accept delivery of one or more Bonds to evidence the
City's obligations under a Bond Purchase Contract), as selected by the Designated
Representative.
Refunded Bands mean all or a portion of the Refunding Candidates as designated
bya Designated Representative for refunding pursuant to this ordinance.
Refunding Account means the account by that name established pursuant to
Section 7 of this ordinance.
Refunding Bond or Bonds means one or more series of Limited Tax General
Obligation Refunding Bonds authorized to be issued pursuant to this ordinance to
refund and defease one or more series of the Refunded Bonds and to pay costs of
issuance for such Bonds.
Refunding Candidates mean the 2011 Refunding Candidates and the 2014
Refunding Candidate.
Registered Owner means the person whose name the Bonds are registered to on
the Bond Register.
Rule means the Securities and Exchange Commission's Rule 15c2-12 under the
Securities Exchange Act of 1934, as the same maybe amended from time to time.
State means the State of Washington.
Taxable Bonds mean any Bonds of a series determined to be issued on a taxable
basis pursuantto this ordinance.
Tax -Exempt Bonds mean any Bonds of a series determined to be issued on a tax-
exempt basis underthe Code pursuantto this ordinance.
2011 Bonds mean the City's Limited Tax General Obligation Refunding Bonds,
2011, issued pursuantto the 2011 Ordinance in the original aggregate principal amount
of $4,620,000 on December 28, 2011.
2011 Ordinance means Ordinance No. 2361 passed by the Council on December
5, 2011, authorizing the issuance of the 2011 Bonds.
2011 Refunding Candidates mean the outstanding 2011 Bonds.
2014 Bond means the City's Limited Tax General Obligation Bond, 2014 (Taxable),
issued pursuant to the 2014 Ordinance in the original aggregate principal amount of
$3,850,000 on December 16, 2014.
2014 Ordinance means Ordinance No. 2465 passed by the Council on December
1, 2014, as amended by Ordinance No. 2472 passed by the Council on March 16, 2015,
authorizing the issuance of the 2014 Bond.
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2014 Refunding Candidate means the outstanding 2014 Bond.
Section 2. Authorization of the Project; Findings; Authorization of the Bonds.
(a) Authorization of the Project. The Project Bond is being issued to finance and/or
reimburse the City for costs of acquiring, improving, developing and equipping certain
capital improvements to the City's public works facilities (the "Project") and paying costs
of issuance for the Project Bond. The cost of all necessary and other costs incurred in
connection with the Project shall be paid from other City funds legally available forsu ch
purposes.
(b) Refunding Findings. The City has established financial policies which provide,
as a general rule, that the City may issue refunding bonds to refund outstanding debt
when, among other reasons, such refunding results in net present value savings. The
Council hereby finds it is in the best interest of the City and its taxpayers that it issue
one or more series of limited tax general obligation refunding bonds to refund the
Refunded Bonds for aggregate net present value debt service savings.
(c) Authorization of Bonds. For the purpose of paying and/or reimbursing the City
for costs of the Project, defeasing and refunding the Refunded Bonds, and paying costs
of issuance, the City is hereby authorized to issue and sell one or more series of limited
tax general obligation and refunding bonds in the aggregate principal amount not to
exceed $7,200,000 (the `Bonds"). The Bonds authorized herein may be issued from
time to time, on a single date or on multiple dates, in one or more series, as Tax -
Exempt or Taxable Bonds, pursuant to the authorization set forth in this ordinance,
subject to the conditions set forth in Section 10 hereof.
The Bonds shall be general obligations of the City and shall be designated "City of
Tukwila, Washington, Limited Tax General Obligation and Refunding Bonds, 2021" or
other such designation as set forth in the Bonds and approved by the Designated
Representative. Each Bond shall be dated as of its date of delivery to the applicable
Purchaser, shall be fully registered as to both principal and interest, shall be in one
denomination, and shall mature on the applicable Maturity Date. Each Bond shall bear
interest from its dated date or the most recent date to which interest has been paid at
the applicable Interest Rate. Interest on the principal amount of the Bonds shall be
calculated per annum on a 30/360 basis, oras otherwise provided in the Bonds and in
the Bond Purchase Contract. Principal of and interest on each Bond shall be payable at
the times and in the amounts as set forth in the applicable Bond Purchase Contractan d
in the paymentschedule attached to such Bond.
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Section 3. Registration, Exchange and Payments.
(a) Registrar/Bond Registrar. The Finance Director or the fiscal agent of the State
shall act as Bond Registrar for the Bonds. The Bond Registrar is authorized, on behalf
of the City, to authenticate and deliver the Bonds if transferred or exchanged in
accordance with the provisions of the Bonds and this ordinance and to carry out all of
the Bond Registrar's powers and duties underthis ordinance.
(b) Registered Ownership. The City and the Bond Registrar may deem and treat
the Registered Ownerof the Bonds as the absolute ownerfor all purposes, and neither
the City northe Bond Registrar shall be affected by any notice to the contrary. Payment
of the Bonds shall be made only as described in subsection (d) below. All such
payments made as described in subsection (d) below shall be valid and shall satisfy th e
liability of the City upon the Bonds to the extent of the amount so paid.
(c) Transfer or Exchange of Registered Ownership. The Bonds shall not be
transferrable withoutthe consent of the City except as provided in the Bonds and/or the
Bond Purchase Contract.
(d) Place and Medium of Payment. Both principal of and interest on the Bonds
shall be payable in lawful money of the United States of America. Principal and interest
on the Bonds shall be payable by check, warrant, ACH transfer or by other means
mutually acceptable to the Purchaser and the City. Upon final payment of principal and
interest of the Bonds, the Registered Owner shall surrender the Bonds for cancellation
at the office of the Bond Registrar in accordance with this ordinance.
(e) Additional Provisions. The Bonds will not be registered with The Depository
Trust Company, New York, New York, or any other securities depository. No official
statement, prospectus, offering circular or other offering statement containing material
information with respectto the City or the Bondswill be provided in connection with the
issuance of the Bonds, the Bonds will be unrated, and the Bondswill notbe assigned a
CUSIP number.
Section 4. Right of Prepayment. The City may prepay the Bonds as set forth in
the applicable Bond Purchase Contract. If any Bond is prepaid in full, interest shall
cease to accrue on the date such prepayment occurs.
Section 5. Form of Bonds. The Bonds shall be in substantially the form set forth
in ExhibitA, which is incorporated herein by this reference.
Section 6. Execution of Bonds. The Bonds shall be executed on behalf of the
City with the manual or facsimile signature of the Mayor, and shall be attested by the
manual or facsimile signature of the Clerk. Only such Bonds as shall bear thereon a
Certificate of Authentication in theform set forth in ExhibitA, manually executed by the
Bond Registrar, shall be valid or obligatory for any purpose or entitled to the benefits of
this ordinance. Such Certificate of Authentication shall be conclusive evidence that the
Bond so authenticated has been duly executed, authenticated and delivered hereunder
and is entitled to the benefits of this ordinance.
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In case either of the officers who shall have executed any Bond shall cease to be
an officer or officers of the City before such Bond so signed shall have been
authenticated or delivered by the Bond Registrar, or issued by the City, such Bond may
nevertheless be authenticated, delivered and issued and upon such authentication,
delivery and issuance, shall be as binding upon the City as though those who signed
the same had continued to be such officers of the City. Any Bond may also be signed
and attested on behalf of the City by such persons who at the date of the actual
execution of such Bond, are the proper officers of the City, although atthe original date
of such Bond any such person shall not have been such officerof the City.
Section 7. Application of Bond Proceeds. Proceeds of the Bonds shall be
distributed as follows:
(a) Project Fund. Net proceeds of the Project Bond shall be deposited in the
Project Fund which is hereby authorized to be created, and used to pay costs of the
Project and payment of costs of issuance of such Project Bond as set forth in the
closing memorandum for such Project Bond.
The Finance Directorshall investmoneyin the Project Fund in such obligations as
may now or hereafter be permitted by law to cities of the State and which will mature
prior to the date on which such money shall be needed, but only to the extent that the
same are acquired, valued and disposed of at Fair Market Value. Upon completion of
the Project, any remaining Project Bond proceeds (including interest earnings thereon)
may be used for other capital projects of the City or shall be transferred to the Debt
Service Fund forthe Project Bond.
(b) Refunding Plan. For the purpose of realizing a debt service savings, the City
proposes to refund and/or defease the Refunded Bonds as set forth herein. If the
Designated Representative determines that it is in the best interest of the City to
proceed with the refunding authorized herein, the Designated Representative shall
designate all or a portion of the Refunding Candidates as Refunded Bonds and such
designation shall beset forth in a Bond Purchase Contractor certificate of the City. The
Designated Representative is hereby authorized to select the Refunded Bonds from the
Refunding Candidates, to establish the Call Date for each series of the Refunded
Bonds, to provide or cause to be provided notice of redemption of the Refunded Bonds
in accordance with the applicable provisions of the Outstanding Bond Ordinances
authorizing the issuance of the Refunded Bonds, and to take any action as determined
to be necessaryand in the best interest of the City to refund the Refunded Bonds.
Net proceeds of any Refunding Bond shall either be remitted to the City or
deposited with the Escrow Agent pursuanttothe Escrow Agreement, and shall be used
immediately upon receipt thereof to defease and/or refund the Refunded Bonds as
authorized by the applicable Outstanding Bond Ordinances and to pay costs of
issuance of such Refunding Bond as set forth in the closing memorandum for such
Refunding Bond.
Any Refunding Bond proceeds and any other available funds of the City, if any,
deposited with the Escrow Agent shall be used to defease the applicable series of
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Refunded Bonds and discharge the obligation thereon by either being held uninvested
as cash or by the purchase of Acquired Obligations bearing such interest and maturing
as to principal and interest in such amounts and at such times which, together with any
necessary beginning cash balance, will provide for the payment of interest on such
Refunded Bonds on the Call Date and the redemption price of such Refunded Bonds on
the Call Date. Such Acquired Obligations, if any, shall be purchased at a yield not
greater than the yield permitted by the Code and regulations relating to acquired
obligations in connection with refunding the bond issues.
(c) Escrow Agent, Escrow Agreement. U.S. Bank National Association is hereby
appointed as Escrow Agent. The proceeds of any Refunding Bonds remaining after
acquisition of the Acquired Obligations, if any, and provision for the necessary
beginning cash balance shall be used to pay expenses of the acquisition and
safekeeping of the Acquired Obligations and costs of issuance of such Refunding
Bonds and the administrative costs of the refunding. In order to carry out the purposes
of this section, the Designated Representative is authorized and directed to execute and
deliverthe Escrow Agreement to the Escrow Agent.
(d) Call for Redemption of the Refunded Bonds. If the Designated Representative
determines to proceed with the refunding of the Refunded Bonds, the City hereby
agrees to set aside available funds of the City and sufficient funds out of proceeds of
the Refunding Bonds, including from the purchase of the Acquired Obligations, if any, to
make payments described above. The City authorizes the Designated Representative
to call the Refunded Bonds for redemption in accordance with the provisions of the
Outstanding Bond Ordinances. Said defeasance and call for redemption of the
Refunded Bonds shall be irrevocable afterthe issuance of the Refunding Bonds. The
Escrow Agentis hereby authorized to carry outthe terms of the Escrow Agenton behalf
of the City, including the giving of notice of defeasance and/or redemption of the
Refunded Bonds in accordancewith the applicable provisionsof the Outstanding Bond
Ordinances.
Section 8. Tax Covenants. The City will take all actions necessary to assure the
exclusion of interest on the Tax -Exempt Bonds from the gross income of the owners of
the Tax -Exempt Bonds to the same extent as such interest is permitted to be excluded
from gross income under the Code as in effect on the date of issuance of the Tax -
Exempt Bonds, including butnotlimited to thefollowing:
(a) Private Activity Bond Limitation. The City will assure that the proceeds of the
Tax -Exempt Bonds are not so used as to cause the Tax -Exempt Bonds to satisfy the
private business tests of Section 141(b) of the Code or the private loan financing test of
Section 141(c) of the Code.
(b) Limitations on Disposition of Projects. The City will not sell or otherwise
transfer or dispose of (i) any personal property components of the projects financed
and/or refinanced with proceeds of the Tax -Exempt Bonds other than in the ordinary
course of an established government program under Treasury Regulation § 1.141-
2(d)(4); or (ii) any real property components of the projects, unless it has received an
opinion of Bond Counsel to the effect that such disposition will not adversely affect the
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treatment of interest on the Tax -Exempt Bonds as excludable from gross income for
federal income tax purposes.
(c) Federal Guarantee Prohibition. The City will not take any action or permit or
suffer any action to be taken if the result of such action would be to cause the Tax -
Exempt Bonds to be "federally guaranteed" within the meaning of Section 149(b) of the
Code.
(d) Rebate Requirement. The City will take any and all actions necessary to
assure compliance with Section 148(f) of the Code, relating to the rebate of excess
investment earnings, if any, to the federal government, to the extent that such section is
applicable to the Tax -Exempt Bonds.
(e) No Arbitrage. The City will not take, or permit or suffer to be taken, any action
with respect to the proceeds of the Tax -Exempt Bonds which, if such action had been
reasonably expected to have been taken, or had been deliberately and intentionally
taken, on the date of issuance of the Tax -Exempt Bonds would have caused the Tax -
Exempt Bonds to be an "arbitrage bond"within the meaning of Section 148 of the Code.
(f) Registration Covenant. The City will maintain a system for recording the
ownershipof the Tax -Exempt Bondsthat complieswith the provisionsof Section 149 of
the Code until the Tax -Exempt Bonds have been surrendered and canceled.
(g) Record Retention. The City will retain its records of all accounting and
monitoring it carries out with respect to the Tax -Exempt Bonds for at least three years
after the Tax -Exempt Bonds mature or are redeemed (whichever is earlier); however, if
the Tax -Exempt Bonds are redeemed and refunded, the City will retain its records of
accounting and monitoring at least three years after the earlier of the maturity or
redemption of the obligations that refunded the Tax -Exempt Bonds.
(h) Compliance with Federal Tax Certificate. The City will comply with the
provisions of any Federal Tax Certificate with respect to the Tax -Exempt Bonds. In the
event of any conflict between this section and the Tax Certificate, the provisions of the
Tax Certificate will prevail.
(i) Bank Qualification. In the Federal Tax Certificate executed in connection with
the issuance of each series of Tax -Exempt Bonds, the City may designate such Bonds
as "qualified tax-exempt obligations" under Section 265(b)(3) of the Codefor investment
by financial institutions.
The covenants of this Section 8 will survive payment in full or defeasance of the Tax -
Exempt Bonds.
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Section 9. Pledge of Funds and Credit; General Obligation. The City hereby
authorizes the creation of a fund or account to be used for the payment of debt service
on each series of Bonds (the "Debt Service Fund"). No later than the date each
payment of principal of or interest on the Bonds becomes due, the City shall transmit
sufficient funds, from the Debt Service Fund or from other legally available sources, to
the Registered Owner for the payment of such principal or interest. Money in the Debt
Service Fund may be invested in legal investments for City funds.
The City hereby irrevocably covenants and agrees for as long as any Bonds are
outstanding and unpaid that each year it will include in its budget and levy an ad
valorem tax upon all the property within the City subject to taxation in an amount that
will be sufficient, together with other revenues and money of the City legally available
for such purposes, to pay the principal of and interest on the Bonds when due.
The City hereby irrevocably pledges that the annual tax provided for herein to be
levied for the payment of such principal and interest shall be within and as a part of the
tax levy permitted to cities without a vote of the people, and that a sufficient portion of
each annual levy to be levied and collected by the City prior to the full payment of the
principal of and interest on the Bonds will be and is hereby irrevocably set aside,
pledged and appropriated for the payment of the principal of and interest on the Bonds.
The full faith, credit and resources of the City are hereby irrevocably pledged for the
annual levy and collection of said taxes and for the prompt payment of the principal of
and interest on the Bonds when due.
Section 10. Sale of the Bonds. The Council has determined it would be in the
best interest of the City to delegate to the Designated Representative for a limited time
the authorityto approve the final terms of each series of Bonds subject to the provisions
of this ordinance. The Designated Representative has solicited proposals from bond
purchasers and is hereby authorized to select a Purchaser for each series of Bonds that
submits the proposal for such series that is in the best interest of the City. Each Bond
issued under this ordinance shall be sold to the selected Purchaser pursuant to the
terms of the Bond Purchase Contractfor such Bond.
Subject to the terms and conditions set forth in this Section 10, the Designated
Representative is hereby authorized to approve the issuance, from time to time on a
single date or on multiple dates to be determined to be in the best interest of the City, of
one or more series of Bonds; to designate each series of Bonds as Tax -Exempt Bonds
or Taxable Bonds; to select the Refunded Bonds from the Refunding Candidates; to
select one or more Call Dates for the Refunded Bonds, to select one or more
Purchasers; to approve the dated date, principal payment dates, interest payment
dates, redemption/prepayment provisions, the Maturity Date, and the Interest Rate for
each Bond; to agree to any additional terms and covenants that are in the best interest
of the City and consistent with this ordinance; and to execute the sale of each Bond
issued hereunderto the applicable Purchaser, provided that:
(a) the aggregate principal (face) amount of all Bonds issued from time to time
underthis ordinance does notexceed $7,200,000,
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(b) the Maturity Date for each series of Bonds issued under this ordinance is no
later than December 1, 2034,
(c) the aggregate purchase price for each series of Bonds shall not be less than
98% of the aggregate stated principal amount of such series of Bonds, excluding any
original issue discount,
(d) the true interest cost for all Tax -Exempt Bonds (in the aggregate) does not
exceed 2.50%,
(e) the true interest cost for all Taxable Bonds (in the aggregate) does not exceed
3.00%, and
(f) any Refunding Bond is sold for a price that results in a minimum aggregate net
present value debt service savings over the Refunded Bonds to be refunded by such
Refunding Bonds of at least 0.50%.
Subject to the terms and conditions set forth in this section, the Designated
Representative is hereby authorized to execute the one or more Bond Purchase
Contracts for the sale of the Bonds. Following the sale of a series of Bonds, the
Designated Representative shall provide a report to Council describing the sale and
final terms of such Bonds approved pursuant to the authority delegated in this section.
The authority granted to the Designated Representative by this Section 10 shall expire
on December 31, 2021.
Upon passage and approval of this ordinance, the proper officials of the City
including the Designated Representative, the Mayor, the City Administrator and the City
Clerk are authorized and directed to undertake all action necessary for the prompt
execution and delivery of the Bonds to the Purchaser thereof and further to execute all
closing certificates, agreements, and documents required to effect the closing and
delivery of the Bonds in accordance with the terms of the Bond Purchase Contract.
Section 11. Ongoing Disclosure; Covenants. The Bonds are exempt from
ongoing disclosure requirements of the Rule. The City may agree in a Bond Purchase
Contract to provide the Purchaser of a series of Bonds certain financial or other
information and agree to such covenants as determined to be necessary by the
Designated Representative.
Section 12. Lost, Stolen or Destroyed Bonds. In case any Bond shall be lost,
stolen or destroyed while in the Registered Owner's possession, the Bond Registrar
may at the request of the Registered Owner execute and deliver a new Bond of like
date, number and tenor to the Registered Owner thereof upon the Registered Owner's
paying the expenses and charges of the City and the Bond Registrar in connection
therewith and upon its filing with the City written certification that such Bond was
actually lost, stolen or destroyed and of its ownership thereof. In the case any Bond
shall be lost, stolen, or destroyed while in the Registered Owner's possession, the
Registered Owner may elect upon final payment of principal and interest of such Bond
to surrendera photocopyof the Bond for cancellation atthe office of the Bond Registrar
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together with written certification that such Bond was actually lost, stolen or destroyed
and of its own ershipthereof.
Section 13. Severability; Ratification. If any one or more of the covenants or
agreements provided in this ordinance to be performed on the part of the City shall be
declared by any court of competent jurisdiction to be contrary to law, then such
covenant or covenants, agreement or agreements, shall be null and void and shall be
deemed separable from the remaining covenants and agreements of this ordinance and
shall in no way affect the validity of the other provisions of this ordinance or of the
Bonds. All acts taken pursuant to the authority granted in this ordinance but prior to its
effective date are hereby ratified and confirmed.
Section 14. Corrections by Clerk. Upon approval of the City Attorney and Bond
Counsel, the City Clerk is hereby authorized to make necessary corrections to this
ordinance, including but not limited to the correction of clerical errors; references to
other local, state or federal laws, codes, rules, or regulations; ordinance numbering and
section/subsection numbering; and other similar necessary corrections.
Section 15. Effective Date. This ordinance or a summary thereof shall be
published in the official newspaper of the City, and shall take effect and be in full force
five days after passage and publication as provided by law.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
a Regular Meeting thereof this day of YY !a , 2021.
ATTEST/AUTHENTICATED:
Christy O'Flaherty, MMC, City Clerk
Allan kberg, Mayor
APPROVED AS TO FORM BY: Filed with the City Clerk: 5-11-20Z-1
Passed by the City Council: 5 2-07-1
Published: 5 - ZQJ- ZWZt
Effective Date: 5 - 7-67- Z®21
.sm i
Ordinance Number: Z65
Pacifica Law Group LLP, Bond Counsel
Attachment: ExhibitA - Form of Bond; Certificate of Authentication and Registration
CCALegislative DevelopmenNLTGO-Refunding Bond 2020—PW faciGties4-20-21
\/C`hic RaiinuY nnr/ nnnhroio hi Rnrhflrn Covfnn
Exhibit A
Form of Bond
[TRANSFER RESTRICTIONS]
UNITED STATES OF AMERICA
STATE OF WASHINGTON
CITY OF TUKWILA
LIMITED TAX GENERAL OBLIGATION [AND] [REFUNDING] BOND, 2021
[(TAXABLE)]
INTEREST RATE:
MATURITY DATE:
REGISTERED OWNER:
PRINCIPAL AMOUNT:
The City of Tukwila, Washington, a municipal corporation organized and existing
under and by virtue of the laws of the State of Washington (the "City"), hereby
acknowledges itself to owe and for value received promises to pay to the Registered
Owner identified above, on or before the Maturity Date identified above, the Principal
Amount identified above and to pay interest thereon from the date of delivery, or the
most recent date to which interest has been paid or duly provided for, at the Interest
Rate set forth above (the "Interest Rate"). Interest on this bond shall accrue from its
dated date until paid and shall be computed per annum on the principal amount
outstanding on a 30/360 basis. Principal of and accrued interest on this bond shall be
payable on the dates set forth in the payment scheduled attached hereto.
Both principal of and interest on this bond shall be payable in lawful money of th e
United States of America. Principal and intereston this bond shall be payable by check
or warrant or by othermeans mutually acceptable to the Registered Owner and the City.
Upon final payment of principal and interest of this bond, the Registered Owner shall
surrender this bond for cancellation at the office of the Bond Registrar in accordance
with Ordinance No. of the City (the "Bond Ordinance").
This bond is issued pursuant to the Bond Ordinance to provide funds [to finance
and/or reimburse the City for costs of acquiring, improving, developing and equipping
certain capital improvements to the City's public works facilities] [to refund certain
outstanding general obligations bonds of the City] and to pay costs of issuance.
Capitalized terms used in this bond have the meanings given such terms in the Bond
Ordinance.
[Prepayment provisions]
This bond [has/has not] been designated by the City as a "qualified tax-exempt
obligation" within the meaning of Section 265(b) of the Internal Revenue Code of 1986,
as amended.
A-1
The City has in the Bond Ordinance authorized the creation of a fund to be used for
the payment of debt service on this bond, designated as the Debt Service Fund. The
Debt Service Fund shall be drawn upon for the sole purpose of paying the principal of
and interest on this bond.
The City hereby irrevocably covenants and agrees with the owner of this bond that
it will include in its annual budgetand levytaxes annually, within and as a part of the tax
levy permitted to the City without a vote of the electorate, upon all the property subject
to taxation in amounts sufficient, togetherwith other money legally available therefor, to
pay the principal of and interest on this bond as the same shall become due. The full
faith, credit and resources of the City are hereby irrevocably pledged for the annual levy
and collection of such taxes and the prompt payment of such principal and interest.
Owners of this bond do not have a security interest in particular revenues or assets
of the City. This bond is not a debt or indebtedness of the State of Washington, or any
political subdivision thereof otherthan the City.
This bond shall not be valid or become obligatory for any purpose or be entitled to
any security or benefitunderthe Bond Ordinance until the Certificate of Authentication
hereon shall have been manually signed by or on behalf of the Bond Registrar or its
duly designated agent.
This bond is issued pursuant to the Constitution and laws of the State of
Washington, and duly adopted ordinances of the City. This bond is transferable upon
compliancewith the conditions setforth in the Bond Ordinance.
It is hereby certified that all acts, conditions and things required by the Constitution
and statutes of the State of Washington to exist, to have happened, been done and
performed precedent to and in the issuance of this bond exist, have happened, been
done and performed and that the issuance of this bond does not violate any
constitutional, statutory or other limitation upon the amountof bonded indebtedness that
the City may incur.
IN WITNESS WHEREOF, the City of Tukwila, Washington, has caused this bond to
be executed by the manual or facsimile signature of the Mayor of the City of Tukwila
and attested by the manual or facsimile signature of the City Clerk, as of this
day of , 2021.
[SEAL]
ATTEST:
Christy O'Flaherty, MMC, City Clerk
A-2
CITY OF TUKWILA, WASHINGTON
Allan Ekberg, Mayor
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This bond is the City of Tukwila, Limited Tax General Obligation and Refunding
Bond, 2021 [(Taxable)] described in the within mentioned Bond Ordinance and is
registered in the name of the Registered Owner on the books of the City, in the office of
the City Finance Director (the "Bond Registrar"), as to both principal and interest, as
noted in the registration blank below. All payments of principal of and interest on this
bond shall be made by the City to the Registered Ownerfrom the Debt Service Fund.]
Date of
Name and Address of
Signature of
Registration Registered Owner Bond Registrar
, 2021
A-3
Finance Director
City of Tukwila Public Notice of Ordinance Adoption for Ordinance 2654.
On May 17, 2021 the City Council of the City of Tukwila, Washington , adopted the
following ordinance, the main points of which are summarized by title as follows:
Ordinance 2654: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AUTHORIZING THE ISSUANCE AND SALE OF ONE OR
MORE SERIES OF LIMITED TAX GENERAL OBLIGATION AND REFUNDING BONDS
OF THE CITY IN THE AGGREGATE PRINCIPALAMOUNT OF NOT TO EXCEED
$7,200,000 TO FINANCE AND/OR REIMBURSE COSTS RELATED TO CAPITAL
IMPROVEMENTS TO THE CITY'S PUBLIC WORKS FACILITIES, TO REFUND
CERTAIN OUTSTANDING LIMITED TAX GENERAL OBLIGATION BONDS OF THE
CITY, AND TO PAY THE COST OF ISSUING THE BONDS; PROVIDING THE FORM,
TERMS AND COVENANTS OF THE BONDS; DELEGATING THE AUTHORITY TO
APPROVE THE SALE OF THE BONDS; PROVIDING FOR OTHER MATTERS
RELATING THERETO; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN
EFFECTIVE DATE.
The full text of this ordinance will be provided upon request.
Christy O'Flaherty, MMC, City Clerk
Published Seattle Times: May 20, 2021
CERTIFICATE REGARDING MINUTES OF COMMITTEE OF THE WHOLE
I, CHRISTY O'FLAHERTY, City Clerk of the City of Tukwila, Washington, do hereby
certify that the attached is a full, true and correct copy of the minutes of the May 10, 2021
Committee of the Whole meeting, which reflect the first discussion of Ordinance No. 2654.
Dated this 8th day of June, 2021.
Christy O'Fla rty, MC, City Clerk
City of Tukwila, Washington
Tukwila City Council Committee of the Whole Meeting
Remote Meeting per Governor Proclamation 20-28 May 10, 2021 — 7:00 P.M.
MINUTES
This meeting was conducted remotely, with the City Council, Mayor, and staff off-site and
participating via a remote electronic system.
All participants, including the Mayor, Councilmembers, City staff, and legal counsel were not at
Tukwila City Hall and participated via a remote electronic system.
The phone number for public participation that was provided via the agenda distribution process
was: 1-253-292-9750, access code 670077847# as well as a link to join the Microsoft Teams
Meeting.
COMMITTEE OF THE WHOLE
CALL TO ORDER/PLEDGE OF ALLEGIANCE
Council President Kruller called the remote Tukwila City Council meeting to order at 7:00 p.m. and led the
audience in the Pledge of Allegiance.
OFFICIALS
Present at the virtual meeting were Council President Kruller; Councilmembers Verna Seal,
Kathy Hougardy, De'Sean Quinn, Thomas McLeod, Cynthia Delostrinos Johnson.
Councilmember Idan was not in attendance.
CITY OFFICIALS
Allan Ekberg, Mayor; David Cline, City Administrator; Rachel Bianchi, Deputy City Administrator; Nora
Gierloff, Community Development Director; Jay Wittwer, Fire Chief; Norm Golden, Deputy Fire Chief;
Vicky Carlsen, Finance Director; Juan Padilla, Human Resources Director; Tracy Gallaway, Acting Parks
& Recreation Director; Eric Drever, Police Chief; Hari Ponnekanti, Public Works Director; Joel Bush, Chief
Technology Officer; Laurel Humphrey, Legislative Analyst; Andy Youn, Deputy City Clerk.
LAND ACKNOWLEDGEMENT
Mayor Ekberg stated "The City of Tukwila is located on the ancestral lands of the Coast Salish people.
We acknowledge their continuing connections to land, waters and culture. We pay our respects to their
elders past, present and emerging."
PUBLIC COMMENTS
Those wishing to provide public comment had the opportunity to sign up via email by 5:00 p.m. today to
read comments verbally at the virtual meeting.
There were no public comments.
SPECIAL ISSUES
a. Weekly COVID-19 Report.
David Cline, City Administrator, provided an update on the City's coronavirus response as follows:
Governor Jay Inslee recently announced a pause meaning King County is continuing in Phase 3; Staff is
looking for feedback on the updated Tukwila Fire Department report included in this report; the City is
continuing to encourage the public to review outbreak and vaccination rates through Public Health —
Seattle & King County's dashboard.
Tukwila City Council Committee of the Whole Minutes
May 10, 2021
Page 2 of 4
b. An ordinance to issue debt for the General Fund portion of the Public Works Shops project.
Vicky Carlsen, Finance Director, explained the proposed ordinance delegates authority to the Finance
Director through the end of September to issue debt to fund the General Fund portion of the Public Works
Shops Phase I project. Per the City's current debt policy, the draft ordinance also refunds outstanding
2011 and 2014 Limited Tax General Obligation bonds through a direct placement process if total debt
service savings can be achieved through market opportunities.
CONSENSUS EXISTED TO FORWARD THIS ITEM TO THE NEXT REGULAR MEETING.
c. Continuation of discussion on prioritizing service level increases and consensus on funding
Phase I.
Vicky Carlsen, Finance Director, explained that due to loss of revenue from the COVID-19 pandemic,
expenditures and service levels were reduced City-wide. If revenues return at a higher level than the
adopted budget, the Council will need to provide direction on which programs and services should be
prioritized. Staff is recommending the restoration of service levels in three phases, with Phase I utilizing
sales tax mitigation payments to target services impacting quality of life, revenue -backed services,
contractually required services, and critical services.
The Councilmembers discussed the Phase I recommendations from staff and provided comments as
follows: while the Economic Development Plan is an important way to diversify revenue streams, it should
be moved to Phase II; Code Enforcement directly impacts quality of life in Tukwila and thus needs to be
prioritized in Phase I; Staff is reviewing systemic issues and process improvements relating to permitting
within the Department of Community Development that should be completed prior to Council action.
CONSENSUS EXISTED TO INCREASE SERVICE LEVELS AS IDENTIFIED IN PHASE 1 WITH
AMENDMENTS AS DISCUSSED ABOVE.
d. Technology & Innovation Services — Update on Strategic Plan.
Joel Bush, Chief Technology Officer, shared Technology and Innovation Services' strategic plan,
roadmap and vision which has been updated to encompass planning through 2025.
REPORTS
a. Mayor
Mayor Ekberg stated this week is National Police Week and, May 15th is Peace Officers Memorial Day in
observance of those who have fallen in the line of duty. He thanked the Tukwila Police Department for
their service.
b. City Council
Councilmember Seal reported the Transportation and Infrastructure Services Committee reviewed a bid
award for Sewer Lift Station Number 2, an Interlocal Agreement with the City of SeaTac for Americans
with Disabilities Act (ADA) improvements, acceptance of a Sound Transit System Access Fund grant for
the West Valley Highway/Longacres Way project, as well as a supplemental agreement for the West
Valley Highway design. The Committee requested that a PowerPoint on the last item be provided to the
full Council.
Councilmember Hougardy stood in for Chair Idan on the Finance and Governance Committee. The
Committee discussed the disposition of the former Fire Station 52 site as well as marijuana tax revenue
following Councilmember Delostrinos Johnson's request. Councilmember Hougardy relayed this week is
Affordable Housing Week and attended a webinar on permanent supportive housing as a solution for
homelessness.
Tukwila City Council Committee of the Whole Minutes
May 10, 2021 Page 3 of 4
Councilmember Quinn shared there have been concerns from community members relating to issues with
permitting and relayed the Council passes these issues onto staff for follow-up. He offered the reminder
that Tukwila is a community of neighbors, and activities at home should not disproportionately affect
neighbors.
Council President Kruller attended a meeting reviewing ways in which different industries and
organizations can better support women and minority-owned businesses, a webinar on permanent
supportive housing for Affordable Housing Week, and an event on regional affordable housing partners.
She shared that she and the Mayor attended a ceremony held by Governor Inslee, who came to the
Tukwila Community Center to sign two key bills on Economic Justice and the Working Families Tax
Credit. Council President Kruller relayed the Transportation and Infrastructure Services Committee
through National League of Cities is continuing to work on issues relating to rail crossings. She is working
with the Mayor to advocate for the 42nd Avenue South Bridge and broadband infrastructure.
C. Staff
There was no report.
d. Legislative Analyst
There was no report.
MISCELLANEOUS
Councilmember Hougardy reported the Highline Forum is requesting cities sign a letter of support from
Senator Maria Cantwell regarding funding residential sound insulation against aircraft noise.
There was consensus to sign the letter of support.
Council President Kruller shared the City has received a request from Senator Patty Murray to support
King County Metro's funding request for updates to the south campus base.
Councilmember Quinn recused himself from this discussion.
There was consensus to support King County Metro's funding request.
Council President Kruller congratulated the Parks and Recreation Department for being awarded the
Washington Recreation & Parks Association 2021 Spotlight Award for Program Excellence in Health &
Wellness for its Operation Senior Meal Drop.
In response to a question from Council President Kruller regarding the summer internship program, David
Cline, City Administrator, confirmed the City will not be hosting high school summer interns this year due
to the COVID-19 pandemic and safety concerns.
ADJOURNMENT
9:00 p.m. COUNCIL PRESIDENT KRULLER DECLARED THE COMMITTEE OF THE WHOLE
MEETING ADJOURNED.
Tukwila City Council Committee of the Whole Minutes
May 10, 2021
Andy Youn, Deputy City Clerk
APPROVED BY THE COUNCIL PRESIDENT: 5/21/21
AVAILABLE ON THE CITY WEBSITE: 5/21/21
Page 4 of 4
CERTIFICATE REGARDING MINUTES OF CITY COUNCIL MEETING
I, CHRISTY O'FLAHERTY, City Clerk of the City of Tukwila, Washington, do hereby
certify that the attached is a full, true and correct copy of the minutes of the May 17, 2021
regular meeting of the City Council, which reflect the passage of Ordinance No. 2654.
Dated this 8th day of June, 2021.
Christy O'Flah y, NTMC, City Cler
City of Tukwila, Washington
Tukwila City Council Regular Meeting
Remote Meeting May 17, 2021 — 7:00 P.M.
MINUTES
REGULAR MEETING
This meeting was conducted remotely, with the City Council, Mayor, and staff off-site and participating via a
remote electronic system.
All participants, including the Mayor, Councilmembers, City staff, and legal counsel were not at Tukwila
City Hall and participated via a remote electronic system.
The phone number for public participation that was provided via the agenda distribution process was:
1-253-292-9750, access code 670077847# as well as a link to join the Microsoft Teams Meeting.
CALL TO ORDER/PLEDGE OF ALLEGIANCE/ROLL CALL
Mayor Ekberg called the Regular Meeting of the Tukwila City Council to order at 7:00 p.m. and led the
audience in the Pledge of Allegiance.
Christy O'Flaherty, City Clerk, called the roll of the Council. Present at the remote meeting were
Councilmembers Verna Seal, Kathy Hougardy, De'Sean Quinn, Kate Kruller, Thomas McLeod, Cynthia
Delostrinos Johnson.
MOVED BY KRULLER, SECONDED BY HOUGARDY TO EXCUSE COUNCILMEMBER IDAN FROM
THE MEETING. MOTION CARRIED 6-0.
CITY OFFICIALS
Allan Ekberg, Mayor; David Cline, City Administrator; Rachel Bianchi, Deputy City Administrator; Kari
Sand, City Attorney; Kimberly Walden, Municipal Court Judge; Trish Kinlow, Court Administrator;
Joel Bush, Chief Technology Officer; Eric Drever, Police Chief; Jay Wittwer, Fire Chief; Norm Golden,
Deputy Fire Chief; Vicky Carlsen, Finance Director; Tony Cullerton, Deputy Finance Director; Tracy
Gallaway, Acting Parks and Recreation Director; Hari Ponnekanti, Public Works Director; Derek Speck,
Economic Development Administrator; Brandon Miles, Business Relations Manager; Juan Padilla,
Human Resources Director; Laurel Humphrey, Legislative Analyst; Christy O'Flaherty, City Clerk.
LAND ACKNOWLEDGEMENT — Councilmember Seal stated "The City of Tukwila is located on the
ancestral lands of the Coast Salish people. We acknowledge their continuing connections to land, waters
and culture. We pay our respects to their elders past, present and emerging."
PUBLIC COMMENTS
Those wishing to provide public comment had the opportunity to sign up via email by 5:00 p.m. today to
read comments verbally at the virtual meeting. Mayor Ekberg asked those who had signed up to proceed
with their public comments.
There were no public comments.
APPOINTMENTS
Confirm the appointment of Apneet Sidhu to Position #6 on the Planning Commission, with a term
expiring December 31, 2023.
MOVED BY QUINN, SECONDED BY HOUGARDY TO CONFIRM THE APPOINTMENT OF APNEET
SIDHU TO POSITION #6 ON THE PLANNING COMMISSION, WITH A TERM EXPIRING DECEMBER
31, 2023. MOTION CARRIED 6-0, WITH IDAN ABSENT.
Tukwila City Council Regular Meeting Minutes
May 17, 2021 Page 2 of 4
PRESENTATIONS
a. Police Department promotions and awards. Eric Drever, Police Chief.
1. Promotional Swearing in of Sergeant Josh Vivet.
Mayor Ekberg administered the Oath of Office to Sergeant Vivet.
2. Medal of Valor for Officer Josh Hinson.
Chief Drever presented the Medal of Valor to Officer Josh Hinson.
3. Life Saving Awards for:
• Sergeant Isaiah Harris
• Sergeant Adam Balcom
• Officer Dakota Hodgson
Chief Drever presented Life Saving awards to Sergeant Harris, Sergeant Balcom, and Officer Hodgson.
4. Meritorious Service Award to Officer Jon Thomas.
Chief Drever presented the Meritorious Service Award to Officer Jon Thomas.
b. Annual State of the Court Address. Judge Kimberly Walden.
Judge Walden and Trish Kinlow, Court Administrator, provided the "Annual State of the Municipal Court"
address to include updates on, but not limited to, Cases Filed, Court Operations, Back on Track -Bench
Warrant Removal, Court Support Services, Court Connections Center, Outreach (Race/Social Justice,
State Education, Court for Kids).
CONSENT AGENDA
a. Approval of Minutes: 5/3/21 (Regular Mfg.)
b. Approval of Vouchers #386122-386212; #210501 in the amount of $1,368,687.86.
c. COVID-19: Extend Emergency Rules to Allow Tents in Parking Lots and to Allow Temporary Signage.
(Reviewed and forwarded to Consent by the Planning and Community Development Committee on
5/3/21.]
d. Authorize the Mayor to sign a contract with Mid Pac Construction, Inc., for tennis court repairs and
improvements, in the amount of $53,000.00.
[Reviewed and forwarded to Consent by the Community Services and Safety Committee on 5/3/21.]
e. Authorize the Mayor sign a grant agreement with the Central Puget Sound Regional Transit Authority
(Sound Transit) for the Tukwila Station Non -Motorized Connectivity and Safety Project, in the amount of
$2,064,000.00.
[Reviewed and forwarded to Consent by the Transportation and Infrastructure Services Committee on
5/10/21.]
f. Authorize the Mayor to sign an Interlocal Agreement with the City of SeaTac for the 42nd Avenue
South/South 164th Street ADA Compliant Ramps, in the amount of $14,059.00.
[Reviewed and forwarded to Consent by the Transportation and Infrastructure Services Committee on
5/10/21.]
g. Authorize the Mayor to award a bid and sign a contract with McClure and Sons, Inc., for the Sewer Lift
Station #2 Project, in the amount of $1,554,397.31 (plus contingency and sales tax).
(Reviewed and forwarded to Consent by the Transportation and Infrastructure Services Committee on
5/10/21.]
h. Authorize the Mayor to sign Supplemental Agreement #2 to contract #19-095 with TranTech
Engineering for the West Valley Highway (1-405 Strander Boulevard) Project, in the amount of
$564,185.00.
[Reviewed and forwarded to Consent by the Transportation and Infrastructure Services Committee on
5/10/21.]
Tukwila City Council Regular Meeting Minutes
May 17, 2021 Page 3 of 4
MOVED BY HOUGARDY, SECONDED BY MCLEOD THAT THE CONSENT AGENDA BE APPROVED
AS SUBMITTED. MOTION CARRIED 6-0, WITH IDAN ABSENT.
UNFINISHED BUSINESS
a. Weekly COVID-19 report.
David Cline, City Administrator, provided an update on the Weekly COVID-19 report, referencing the
ongoing essential work by the Human Services Office; King County is scheduled to open the Tenant Pool
on May 17, 2021 for individuals or households needing rental assistance; the Fire Department mobile
vaccine unit continues to serve the community; City staff have formed a committee to review what
post -pandemic work in the organization will look like once all City facilities can reopen safely.
Based on a question by Councilmember McLeod regarding when Council meetings will resume onsite,
Mr. Cline relayed that in talking to his peers, everyone is looking at that timeline, and it will involve
discussions by the Council.
b. An ordinance authorizing the issuance and sale of one or more series of Limited Tax General
Obligation and refunding bonds of the City in the aggregate principal amount of not to exceed
$7,200,000 to finance and/or reimburse costs related to capital improvements to the City's public
works facilities, to refund certain outstanding Limited Tax General Obligation bonds of the City,
and to pay the cost of issuing the bonds; providing the form, terms and covenants of the bonds;
delegating the authority to approve the sale of the bonds; providing for other matters relating
thereto.
MOVED BY DELOSTRINOS JOHNSON, SECONDED BY KRULLER THAT THE PROPOSED
ORDINANCE BE READ BY TITLE ONLY. MOTION CARRIED 6-0, WITH IDAN ABSENT.
Christy O'Flaherty, City Clerk, read the proposed ordinance by title only.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON,
AUTHORIZING THE ISSUANCE AND SALE OF ONE OR MORE SERIES OF LIMITED TAX
GENERAL OBLIGATION AND REFUNDING BONDS OF THE CITY IN THE AGGREGATE
PRINCIPAL AMOUNT OF NOT TO EXCEED $7,200,000 TO FINANCE AND/OR REIMBURSE
COSTS RELATED TO CAPITAL IMPROVEMENTS TO THE CITY'S PUBLIC WORKS FACILITIES,
TO REFUND CERTAIN OUTSTANDING LIMITED TAX GENERAL OBLIGATION BONDS OF THE
CITY, AND TO PAY THE COST OF ISSUING THE BONDS; PROVIDING THE FORM, TERMS AND
COVENANTS OF THE BONDS; DELEGATING THE AUTHORITY TO APPROVE THE SALE OF
THE BONDS; PROVIDING FOR OTHER MATTERS RELATING THERETO; PROVIDING FOR
SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE,
MOVED BY DELOSTRINOS JOHNSON, SECONDED BY MCLEOD THAT THE PROPOSED
ORDINANCE BE ADOPTED AS READ. MOTION CARRIED 6-0, WITH IDAN ABSENT, TO ADOPT
ORDINANCE NO. 2654.
REPORTS
a. Mayor
Mayor Ekberg emphasized that in light of City staff resuming onsite work on July 6, 2021, a team of City
staff representing all departments and levels within the organization has been formed to gather ideas for
what post pandemic work will look like. It will be a slow progression with health and safety as a priority.
b. City Council
Councilmember Hougardy reported on her attendance at the recent Tukwila Housing Action Plan virtual
community Open House event. She referenced the Tukwila South King County Subregional Housing
Action Plan Framework document that was reviewed during the Open House. She noted that Tukwila will
Tukwila City Council Regular Meeting Minutes
May 17, 2021 Page 4 of 4
need 4,000+ new housing units by 2040, which is 211 units per year to reach that goal. This issue will
require ongoing discussions.
Council President Kruller attended the Housing Action Plan event and commended staff for the outreach.
She hopes that more neighborhoods can be included to encourage greater participation in the
community. She also attended the LTAC (Lodging Tax Advisory Committee) meeting, where there was
discussion about the Tukwila Pond and artwork on the sidewalk in the Baker Blvd. area. Ms. Kruller
referenced the Council Retreat that will be occurring in June. Greg Taylor, former Renton City
Councilmember, who is a consultant, will be facilitating the retreat. He will focus on bringing equity into
the conversation about policy. Additionally, Cecile Hansen of the Duwamish Tribe will be participating in
the retreat. She has recommended a book titled "Chief Seattle and the City that took his Name." The
Legislative Analyst will be acquiring copies of the book for the Councilmembers.
Councilmember McLeod reported that he had an opportunity to observe the drag -queen drive-in event
this past Saturday at Westfield Mall. He relayed that it was well attended and looked like everyone was
having fun; he hopes to see more drive-in events.
Councilmember Delostrinos Johnson, Chair of the CSS (Community Services and Safety) Committee
reported on the CSS meeting that occurred before the Council meeting this evening. The agenda
involved a presentation from the City's Prosecutor, Aaron Walls; a service level agreement with Valley
Communications; and 2 contract amendments for the Youth and Senior Center and Public Works building
improvements.
C. Staff
David Cline, City Administrator, referenced the CA (City Administrator) report and offered to answer any
questions.
MISCELLANEOUS
Councilmember President Kruller relayed that the Council has been informed that the Minority Veterans
of America will be making multiple stops throughout the country. The 3rcl stop will be in Seattle at Lumen
Field on May 22, 2021 to support King County veterans. All veterans are welcome at this event, where
essential supplies will be provided to veterans. Veterans can sign up at this link https://Inkd.in/g7hGU8N.
ADJOURNMENT
8:08 p.m. ANIMOUS CONSENSUS EXISTED TO ADJOURN THE REGULAR MEETING.
Allan Ekberg, Mayor
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Christy O'Flaherty, Records Governance Manager/City Clerk
APPROVED BY THE CITY COUNCIL: 6/7/2021
AVAILABLE ON CITY WEBSITE: 6/9/2021
From: Legals <Iegals@seattletimes.com>
Sent: Tuesday, May 18, 20218:39 AM
To: Christy O'Flaherty <Christv.OFlahert TukwilaWA.gov>
Subject: RE: 10464 - Ord. Summary 2654
Good morning Christy!
This notice is all set for 5/20, the total is $93.66 for order 10464.
Thankyoul
City of Tukwila Public Notice of
Ordinance Adoption for Ordinance 2654.
On May 17, 2021 the City Council of the
City of Tukwila, Washington, adopted
the following ordinance, the main
points of which are summarized by title
as follows:
The full text of this ordinance will be
provided upon request.
Christy O'Flaherty, MMC, City Clerk
Published Seattle Times; May 20, 2021
Holly Botts
Legal Advertising Representative
p: (206) 652-6604
e: hbottsPseattletimes.com
OeSM41comts
- .... ................. ...........
MEDIA "SOLUTIONS
S -"o" -wk'tt'r9vwh
From: Christy O'Flaherty <Christy•OFlahertY TukwilaWkgop
Sent: Monday, May 17, 20218:11 PM
To: Legals <legals@seattletimes.com>
Subject: 10464 - Ord. Summary 2654
Importance: High
Attached is the summary document for Ordinance 2654. Please confirm via email that it
will be published in the Seattle Times on Thursday, May 20, 2021. Please charge to
account #107510 and let us know the charges. Please respond to this email to
confirm. Thank you!
Christy O'Flaherty, MMC, Records Governance Manager/City Clerk
CAUTION: This email originated from outside of the organization. Do not click links or open attachments
unless you recognize the sender and know the content is safe.
CAUTION: This email originated from outside of the organization. Do not click links or open attachments
unless you recognize the sender and know the content is safe.
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attachments or click links from an unknown or suspicious origin.
CITY OFTUKWILA
Request for Proposals
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
April 26, 2021
Introduction
The City of Tukwila, Washington (the "City") is requesting proposals for its proposed Limited Tax General
Obligation and Refunding Bonds, 2021 (the "Bonds") in accordance with the Proposed Financing Terms
set forth below. If issued, proceeds of the Bonds will be used for one or more of the following purposes:
(1) to finance costs related to tenant improvements of the City's Public Works Shops facility (the "Project");
(2) to refund the City's outstanding Limited Tax General Obligation Refunding Bonds, 2011 (the "LTGO
2011 Bonds"), which become callable on December 1, 2021 (callable par amount of $1,050,000); and (3)
to refund the City's outstanding Limited Tax General Obligation Bond, 2014 (Taxable) (the "LTGO 2014
Bond"), which became callable on December 1, 2019 (outstanding par amount of $2,941,000).
The City is requesting that prospective lenders provide financing terms for one or more of the following
components. The City may work with a single lender to finance up to three components, or work with
different lenders on selected components, depending on the proposals received. The Bonds may be issued
in one or more series, also depending on the proposals received and components included in the financing.
• Component 1 — Financing costs of the Project
• Component 2 — Refunding of the LTGO 2011 Bonds
o The City is requesting that prospective lenders provide financing terms for both a taxable
advance refunding (Option A), and a tax-exempt delayed delivery refunding (Option B), if
possible
• Component 3 — Refunding of the LTGO 2014 Bond
The purchaser will be provided with an opinion from the City's bond counsel, Pacifica Law Group LLP,
relating to the City's authority to issue the Bonds, enforceability of the Bonds, and the tax-exempt status of
the Bonds (where applicable). The Bonds will not be rated; however, the City's outstanding limited tax
general obligation bonds carry a rating of "AA+" (stable outlook) from S&P Global Ratings (most recently
affirmed October 1, 2019).
By providing a proposal, each proposer is agreeing to the Proposed Financing Terms herein, and is
acknowledging the Schedule of Events set forth below. Each proposal must state an interest rate to be
offered, and, if subject to adjustment prior to closing of the Bonds, the methodology for such adjustment.
Terms of each proposal should be firm for closing through June 30, 2021 (or through September 2, 2021,
if a delayed -delivery option is proposed for Component 2).
Schedule of Events
The following sets forth the expected time schedule for events relating to the proposed financing
Request for Financing Proposals Distributed....................................................................................April 26th
Purchaser Proposals Due (3:00 p.m. Pacific Time).....................................................................May 141'
City Council Meeting to consider Bond Ordinance.....................................................................May 17'
Review of and acceptance of winning proposal by the City ......................................................... By May 20th
ClosingDate....................................................................................................................................... June 81h
Closing Date (delayed delivery option for Component 2) ........................................................ September 2nd
Proposed Financing Terms
Closing Date: Component 1, Component 2 (Option A), Component 3: June 8, 2021 (estimate)
Component 2 (Option B): September 2, 2021 (delayed delivery)
Amount: Component 1 (the Project): not -to -exceed $3,000,000
Component 2 (refunding of the LTGO 2011 Bonds): not -to -exceed $1,200,000
Component 3 (refunding of the LTGO 2014 Bond): not -to -exceed $3,000,000
Tax Status: Component 1: Tax-exempt; bank qualified
Component 2 (Option A): Taxable
Component 2 (Option B): Tax-exempt; bank qualified
Component 3: Taxable
Final Maturity: Component 1: December 1, 2031
Component 2: December 1, 2023
Component 3: December 1, 2034
Interest: Interest will be payable semi-annually with interest due on June 1 and December
1, commencing December 1, 2021. The City will only consider fixed rates of
interest.
Principal: For each component, principal will be payable annually
on December 1,
commencing December 1, 2022. Amortization is estimated as follows and is
subject to adjustments based on the final interest rate(s) of the Bonds, final costs
of the issuance, and other factors.
12/1/2022 260,000 535,000
185,000
12/1/2023 270,000 530,000
185,000
12/1/2024 275,000
190,000
12/1/2025 280,000
200,000
12/1/2026 285,000
200,000
12/1/2027 290,000
210,000
12/1/2028 295,000
215,000
12/1/2029 300,000
220,000
12/1/2030 310,000
225,000
12/1/2031 315,000
230,000
12/1/2032 -
235,000
12/1/2033 -
240,000
12/1/2034 -
250,000
Total $2,880,000 1 $1,065,000
$2,785,000
(1) Reflects preliminary amortization for both Option A and Option B
Note: Preliminary; subject to change
Purpose: To finance costs of the Project (Component 1), and to refund the callable
maturities of the City's LTGO 2011 Bonds and LTGO 2014 Bond (Components 2
and 3, respectively).
Security: The Bonds are a limited tax general obligation of the City.
For as long as the
Bonds are outstanding, the City has irrevocably pledged to include in its budget
and levy taxes annually, within the constitutional and statutory limitations provided
by law without a vote of the electors of the City, on all of the taxable property
within the City in an amount sufficient, together with other money legally available
Page 2 of 4
and to be used therefor at the discretion of the City Council, to pay when due the
principal of and interest on the Bonds. The City irrevocably pledges its full faith,
credit and resources to the annual levy and collection of such taxes and for the
prompt payment of such principal and interest. The Bonds do not constitute a
debt or indebtedness of King County, the State of Washington, or any other
political subdivision thereof other than the City.
Financial and Other Information
To assist in the preparation of proposals, links to the City's most recent official statement (2019), current
Biennial Budget, and Comprehensive Annual Financial Reports ("Annual Reports") for the years 2015
through 2019 may be found below. These documents are dated as of their respective dates and do not
reflect subsequent events.
1. 2019 Annual Report
hftps://emma,msrb.org/Pl 1521473.pdf
2018 Annual Report:
https://www.tukwilawa.gov/wp-content/uploads/Fin-Current-CAFR.Pdf
3. 2017 Annual Report:
https://www.tukwilawa.gov/wp-content/uploads/Fin-CAFR 2017.pdf
4. 2016 Annual Report:
https://www.tukwilawa.gov/wp-content/uploads/Fin-CAFR 2016.pdf
5. 2015 Annual Report:
https://www.tukwilawa.gov/wp-content/uploads/Fin-CAFR 2015.pdf
Current Biennial Budaet: https://www.tukwilawa.gov/wp-content/uploads/FIN-Current-Budaet.pdf
Limited Tax General Obliaation Bonds. 2019 (Official Statement): https://emma,msrb.org/ES1428030.pdf
Proposals
If your firm is interested in providing a proposal to the City, please include the requested information to be
submitted by the date shown in the Schedule of Events.
Proposals should clearly state: the proposed interest rate or rates specific to each financing component;
other fees and costs charged by purchaser (if any); prepayment terms; conditions (if any); and concurrence
with the Schedule of Events set forth above.
The City reserves the right to seek clarification or negotiate modifications with one or more proposing firms,
if needed to meet the City's needs.
Proposals will be evaluated based on responses to the information requested herein. The City will consider
all information provided in response to this request in making its selection. The City further reserves the
right, in its sole discretion, to select the proposal that is in the best interest of the City or to reject all
proposals.
Representation of Present Intent to Hold:
By submitting a proposal, each proposer represents that it has a present intent to hold the Bonds subject
to this transaction to maturity, earlier redemption, or for its loan portfolio, and has no present intention of
reselling or otherwise disposing of all or a part of such Bonds. Each proposer acknowledges that PFM
Financial Advisors LLC ("Financial Advisor" to the City) is relying on the foregoing representation and based
on this representation this transaction meets the requirements for being a qualifying exception for purposes
of MSRB Rule G-34, and the Financial Advisor is excepted and released from the requirement to request
a CUSIP assignment on behalf of the City pursuant to MSRB Rule G-34 for the Bonds.
Page 3 of 4
All proposals will be considered firm proposals and may not be changed from the date and time of
submission through the dates of closing and settlement as set forth in the schedule above.
Proposals are to be submitted by e-mail to the City's Finance Director, Vicky Carlsen, at
vicky.carlsen@tukwilawa.gov, and to the City's financial advisor, PFM, at sea-advisors@pfm.com. Please
contact Duncan Brown (brownd@pfm.com or 206-858-5367) or Steven Amano (amanos@pfm.com or 206-
858-5366) with any questions or if you require additional information.
Page 4 of 4
LOAN COMMITMENT
THIS LOAN COMMITMENT (this "Loan Commitment") is dated June 8, 2021, by
and between CITY OF TUKWILA, WASHINGTON, a municipal corporation duly organized
and existing under the laws of the State of Washington (the "City"), and CAPITAL ONE
PUBLIC FUNDING, LLC (together with its successors and assigns, in such capacity, the
"Lender").
RECITALS:
WHEREAS, the City has authorized the issuance of its Limited Tax General Obligation
Bond, 2021A in the principal amount of $2,867,300 (the "2021A Bond"), its Limited Tax
General Obligation Refunding Bond, 2021B (Taxable) in the principal amount of $2,780,900
(the "2021B Bond") and its Limited Tax General Obligation Refunding Bond, 2021C (Taxable)
in the principal amount of $1,072,300 (the "2021C Bond," and together with the 2021A Bond
and 2021B Bond, the "Bonds") pursuant to Ordinance No. 2654, passed by the City Council of
the City (the "Council") on May 17, 2021 (the "Bond Ordinance"); and
WHEREAS, after soliciting proposals to purchase the Bonds, the Finance Director, as
the designated representative of the City under the Bond Ordinance (the "Designated
Representative"), has determined that the Bonds shall be sold to the Lender and the Lender shall
acquire such Bonds as evidence of the underlying loan of the principal amounts described above
to the City pursuant to the terms set forth in the Bonds and the Bond Ordinance and in this Loan
Commitment; and
WHEREAS, the Lender is willing to make the loan evidenced by the Bonds and the City
is willing to sell the Bonds evidencing such loan to the Lender subject to the terms and
conditions set forth in this Loan Commitment;
NOW, THEREFORE, in consideration of the premises and for other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the City and the
Lender hereby agree as follows:
ARTICLE I
DEFINITIONS
1.1 Definitions. Unless the context indicates otherwise, words importing the singular
number shall include the plural number and vice versa. Capitalized terms not otherwise defined
herein shall have the meanings set forth in the recitals of this Loan Commitment and in the Bond
Ordinance. As used in this Loan Commitment, the following capitalized terms shall have the
following meanings.
"Bonds" mean together, the 2021A Bond, 2021B Bond, and 2021C Bond.
"Bond Ordinance" means Ordinance No. 2654 passed by the Council on May 17, 2021.
"City" means the City of Tukwila, Washington, a municipal corporation duly organized
and existing under the laws of the State of Washington.
"Closing Date" means June 8, 2021.
"Council" or "City Council" means the Tukwila City Council, as the general legislative
body of the City as the same is duly and regularly constituted from time to time.
"Debt Service Fund" means the funds or accounts created pursuant to the Bond
Ordinance for the purpose of paying debt service on each series of Bonds.
"Default Rate" means the applicable Interest Rate plus 200 basis points (2.0%).
"Event of Default" means the Lender's declaration in writing to the City that (i) there has
been a failure to pay principal of or interest on the Bonds when due, as provided in the Bond
Ordinance, this Loan Commitment, and the Bonds, allowing for a 10 -day grace period following
any payment due date before the Lender may declare an Event of Default and allowing further
for a 10 -day cure period (immediately following the 10 -day grace period) before the default rate
of interest shall be applied to the Bonds; (ii) a failure by the City to comply with any of its
obligations, or to perform any of its duties, under the Bond Ordinance, this Loan Commitment or
the Bonds, which failure continues, and is not cured, for a period of more than 60 days after the
Lender has made written demand on the City to cure such failure; or (iii) a material
misrepresentation to the Lender by the City in the purchase of the Bonds, as reasonably
concluded by the Lender after investigation and discussion with the City.
"Interest Rate" means the 2021A Interest Rate, the 2021B Interest Rate, and/or the 2021C
Interest Rate, as applicable.
"Lender" means Capital One Public Funding, LLC, as Lender of the Bonds, and its
successors and assigns.
"Loan Commitment" means this Loan Commitment between the City and the Lender, as
amended and supplemented from time to time in accordance with the terms hereof.
"Proposal" means the written proposal of the Lender to acquire the Bonds, a copy of
which is attached hereto as Exhibit A.
"State" means the State of Washington.
"2021A Bond" means the City of Tukwila, Washington, Limited Tax General Obligation
Bond, 2021A, issued pursuant to the Bond Ordinance in a principal amount of $2,867,300.
"2021 A Interest Rate" means 1.700% per annum.
"2021A Maturity Date" means December 1, 2031.
"2021B Bond" means the City of Tukwila, Washington, Limited Tax General Obligation
Refunding Bond, 2021B (Taxable), issued pursuant to the Bond Ordinance in a principal amount
of $2,780,900.
"2021 B Interest Rate" means 2.700% per annum.
2
"2021B Maturity Date" means December 1, 2034.
"2021C Bond" means the City of Tukwila Washington, Limited Tax General Obligation
Refunding Bond, 2021C (Taxable), issued pursuant to the Bond Ordinance in a principal amount
of $1,072,300.
"2021 C Interest Rate" means 1.150% per annum.
112021C Maturity Date" means December 1, 2023.
1.2 Relation to Other Documents. Nothing in this Loan Commitment shall be
deemed to amend or relieve the City of its obligations under the Bonds or the Bond Ordinance.
All references to other documents shall be deemed to include all amendments, modifications and
supplements thereto to the extent such amendment, modification or supplement is made in
accordance with the provisions of such document and this Loan Commitment.
ARTICLE II
BOND TERMS
2.1 Purchase and Payment of Bonds; Use of Proceeds. The City hereby accepts the
Lender's Proposal to purchase the Bonds to evidence a loan of the principal amounts described
herein and therein, a copy of which is attached as Exhibit A. All other proposals received by the
City to purchase the Bonds are hereby rejected. To the extent that there are any inconsistences
between the Proposal attached hereto as Exhibit A and this Loan Commitment, this Loan
Commitment shall control.
2021A Bond. The Lender hereby agrees to acquire the 2021A Bond from the City on the
Closing Date in the principal amount of $2,867,300 at a price of 100% of par subject to the terms
of this Loan Commitment.
The 2021A Bond shall be dated as of the Closing Date, mature on the 2021A Maturity
Date, bear interest on the outstanding principal amount thereof at the 2021A Interest Rate
(subject to adjustment upon the occurrence and continuation of an Event of Default as provided
below) and shall be payable in installments semiannually on the dates and in the amounts as set
forth in Exhibit B attached hereto and in the payment schedule attached to the 2021A Bond.
2021B Bond. The Lender hereby agrees to acquire the 2021B Bond from the City on the
Closing Date in the principal amount of $2,780,900 at a price of 100% of par subject to the terms
of this Loan Commitment.
The 2021B Bond shall be dated as of the Closing Date, mature on the 2021B Maturity
Date, bear interest on the outstanding principal amount thereof at the 2021B Interest Rate
(subject to adjustment upon the occurrence and continuation of an Event of Default as provided
below) and shall be payable in installments semiannually on the dates and in the amounts as set
forth in Exhibit B attached hereto and in the payment schedule attached to the 2021B Bond.
2021 C Bond. The Lender hereby agrees to acquire the 2021C Bond from the City on the
Closing Date in the principal amount of $1,072,300 at a price of 100% of par subject to the terms
of this Loan Commitment.
The 2021C Bond shall be dated as of the Closing Date, mature on the 2021C Maturity
Date, bear interest on the outstanding principal amount thereof at the 2021C Interest Rate
(subject to adjustment upon the occurrence and continuation of an Event of Default as provided
below) and shall be payable in installments semiannually on the dates and in the amounts as set
forth in Exhibit B attached hereto and in the payment schedule attached to the 2021C Bond.
At the election of the Lender, upon written notice to the City following the occurrence of
an Event of Default and until the time as such Event of Default is cured, the applicable Interest
Rate on the applicable Bond shall increase by 200 basis points (2.00%) to the Default Rate. All
rights, powers and remedies of the Lender granted in the Bond Ordinance, the Bonds, this Loan
Commitment, and available under applicable law may be exercised at any time after the
occurrence of an Event of Default, and shall be cumulative and shall not be exclusive, and shall
be in addition to any other rights, powers or remedies provided by law or equity. If legal action is
taken by the Lender to enforce the provisions of the Bond Ordinance, this Loan Commitment or
the Bonds, the Lender, if it prevails shall be entitled to its reasonable attorneys' fees and costs,
including fees and costs at trial, on appeal, in any bankruptcy or insolvency proceeding, in any
arbitration proceeding, or otherwise, including any allocated costs of in-house counsel.
The Bonds are not subject to acceleration upon the occurrence of an Event of Default.
The City may not prepay the 2021A Bond before December 1, 2026. The 2021A Bond
may be prepaid at the option of the City in whole only, on or after December 1, 2026, on any
interest payment date (June 1 and December 1) at a price of par plus accrued interest to the date
of prepayment. If the 2021A Bond is prepaid in full, interest shall cease to accrue on the date
such prepayment occurs. Prepayments in part shall be applied to installments of principal in
inverse order of their respective due dates, unless otherwise agreed by the City and the Lender.
The City may not prepay the 2021B Bond before December 1, 2028. The 2021B Bond
may be prepaid at the option of the City in whole only, on or after December 1, 2028, on any
interest payment date (June I and December 1) at a price of par plus accrued interest to the date
of prepayment. If the 2021B Bond is prepaid in full, interest shall cease to accrue on the date
such prepayment occurs. Prepayments in part shall be applied to installments of principal in
inverse order of their respective due dates, unless otherwise agreed by the City and the Lender.
The 2021C Bond is not subject to prepayment.
The City shall make all principal and interest payments on the Bonds at the times and in
the amounts specified herein. Any payment by the City to the Lender shall be applied first to
pay accrued interest, and second to pay the applicable Bond principal.
The City will use proceeds of the Bonds for the purposes provided for in the Bond
Ordinance. The City will pay all costs and expenses incurred by it in connection with the
issuance and sale of the Bonds.
I
2.2 Security.
(a) Pursuant to the Bond Ordinance, the Bonds are being issued by the City as
limited tax general obligation bonds. The City has covenanted and agreed irrevocably that the
annual tax provided for herein to be levied for the payment of such principal and interest shall be
within and as a part of the tax levy permitted to cities without a vote of the people, and that a
sufficient portion of each annual levy to be levied and collected by the City prior to the full
payment of the principal of and interest on the Bonds will be and is hereby irrevocably set aside,
pledged and appropriated for the payment of the principal of and interest on the Bonds. The full
faith, credit and resources of the City are hereby irrevocably pledged for the annual levy and
collection of said taxes and for the prompt payment of the principal of and interest on the Bonds
when due.
(b) No later than the date each payment of principal of or interest on the
Bonds becomes due, the City shall transmit sufficient funds, from the Debt Service Fund or from
other legally available sources, to the Lender for the payment of such principal or interest.
(c) The Bonds do not constitute a debt or indebtedness of King County, the
State of Washington or any other political subdivision thereof other than the City.
ARTICLE III
CONDITIONS PRECEDENT
As conditions precedent to the obligation of the Lender to acquire the Bonds from the
City, the City shall provide to the Lender on or prior to the Closing Date:
3.1 The approving legal opinions of Pacifica Law Group LLP, addressed to the City
and the Lender, dated as of the Closing Date, in forms and substance satisfactory to the Lender;
3.2 A copy of the Bond Ordinance, certified by an appropriate official of the City as
having been duly enacted by the City and as being in full force and effect on the Closing Date;
3.3 A copy of this Loan Commitment, executed by the City and the Lender;
3.4 The executed Bonds; and
3.5 Such additional legal opinions, certificates, proceedings, instruments and other
documents as the Lender and its counsel may reasonably request.
ARTICLE IV
REPRESENTATIONS AND WARRANTIES
The City represents and warrants as of the date hereof and the date of any advance
hereunder that:
4.1 The City is a duly created and existing municipal corporation under the
constitution and laws of the State.
5
4.2 The Bond Ordinance has been duly enacted by the Council, has not been
amended, modified, rescinded or superseded and is a legal, valid and binding obligation of the
City. The City is not in breach of or in default under the Bond Ordinance.
4.3 The City has full legal right, power and authority to enter into and to perform, and
has duly authorized the execution and delivery of this Loan Commitment. When executed and
delivered, this Loan Commitment will be a legal, valid and binding obligation of the City.
4.4 The City is duly authorized and has full legal right, power and authority to issue,
sell and deliver the Bonds to be acquired by the Lender and, when issued and delivered, the
Bonds will be legal, valid and binding obligations of the City.
4.5 The City is duly authorized and has full legal right, power and authority to
undertake the transactions contemplated by the Bond Ordinance and this Loan Commitment.
4.6 There is no action, suit, proceeding or investigation at law or in equity before or
by any court or governmental body pending or, to the best of the knowledge of the City,
threatened against the City to restrain or enjoin the acceptance of this Loan Commitment, the
passage of the Bond Ordinance or the execution and delivery of the Bonds, or the collection and
application of the funds as contemplated by the Bond Ordinance and this Loan Commitment,
that, in the reasonable judgment of the City, would have a material and adverse effect on the
ability of the City to pay the amounts due under this Loan Commitment and the Bonds.
4.7 The acceptance of this Loan Commitment, the enactment of the Bond Ordinance,
and the execution and delivery of the Bonds will not conflict in any material respect with, or
constitute a material breach of or default under, any law, court decree, administrative regulation,
ordinance or other agreement to which the City is a party or by which it is bound.
ARTICLE V
COVENANTS
So long as the Bonds are outstanding, the City covenants and agrees with the Lender as
follows:
5.1 Bond Ordinance Compliance. The City will comply in all respects with all
provisions of the Bond Ordinance, which provisions are hereby incorporated into this Loan
Commitment by reference as if such provisions were fully set forth herein. The City will comply
in all respects with the provisions of all tax certificates and agreements executed and delivered
by the City in connection with the 2021A Bond. The City will not amend or supplement the
Bonds or the Bond Ordinance without the prior written consent of the Lender.
5.2 No Registration. The City agrees that it will not (a) cause the Bonds to be
registered under the Securities Act of 1933 or otherwise qualified for sale under the "Blue Sky"
laws and regulations of any state; (b) apply for or obtain CUSIP numbers for the Bonds (unless a
CUSIP is required by Rule G-34 of the Municipal Securities Rulemaking Board, as amended);
(c) cause the Bonds to be registered in book entry form; (d) cause the Bonds to be rated by any
rating agency; or (e) list the Bonds on any stock or other securities exchange.
5.3 Financial Statements. So long as the Bonds are outstanding, the City agrees to
provide the Lender the following, upon request by the Lender:
(a) Upon written request, as soon as available, the City shall provide the
Registered Owner with a copy of its audited financial statements (the "Audit"), which may be in
electronic .pdf format. In the event the Audit is filed on the MSRB's "EMMA" website, to
satisfy this requirement the City may email a link to the posted Audit to the Registered Owner.
So long as the Lender is the Registered Owner of the Bond, the electronic Audit or EMMA link
may be sent to the following email address (or such other address as the Lender supplies to the
City in writing): Yvonne2.foley@capitalone.com (Yvonne Foley). In the event that the Audit is
not available when requested, the City will furnish unaudited financial statements to the
Registered Owner in the manner described in this paragraph, and will then supply the Audit
immediately upon the availability thereof, and
(b) such other financial information of the City as the Lender may from time
to time reasonably request.
5.4 Nature of Sale; Acknowledgement. City acknowledges and agrees that (i) the
transaction contemplated herein is an arm's length commercial transaction between the City and
the Lender, (ii) in connection with such transaction, the Lender and its affiliates are acting solely
as a principal and not as an advisor including, without limitation, a "Municipal Advisor" as such
term is defined in Section 15B of the Securities and Exchange Act of 1934, as amended, and the
related final rules (the "Municipal Advisor Rules"), agent or a fiduciary of the City, (iii) the
Lender and its affiliates are relying on the Bank exemption in the Municipal Advisor Rules, (iv)
the Lender and its affiliates have not provided any advice or assumed any advisory or fiduciary
responsibility in favor of the City with respect to the transaction contemplated hereby and the
discussions, undertakings and procedures leading thereto (whether or not the Lender, or any
affiliate of the Lender, has provided other services or advised, or is currently providing other
services or advising the City on other matters), (v) the Lender and its affiliates have financial and
other interests that differ from those of the City, and (vi) the City has consulted with its own
financial, legal, accounting, tax and other advisors, as applicable, to the extent it deemed
appropriate.
5.5 City's Notice Filings Related to the Bonds for SEC Rule 15(c)2-12. In
connection with the City's compliance with any continuing disclosure undertakings (each, a
"Continuing Disclosure Agreement") entered into by the City on and after February 27, 2019,
pursuant to SEC Rule 15c2-12 promulgated pursuant to the Securities and Exchange Act of
1934, as amended (the "Rule"), the Lender acknowledges that the City may be required to file
with the Municipal Securities Rulemaking Board's Electronic Municipal Market Access system,
or its successor (`EMMA"), notice that the City has incurred obligations hereunder and notice of
certain subsequent events reflecting financial difficulties in connection with the Bonds. The City
agrees that it shall not file or submit, or permit to be filed or submitted, with EMMA any
documentation that includes the following unredacted sensitive or confidential information about
the Lender or its affiliates: address and account information of the Lender or its affiliates, e-mail
addresses, telephone numbers, fax numbers, names and signatures of officers, employees and
signatories of the Lender or its affiliates, unless otherwise required for compliance with the Rule
or otherwise required by law. The City acknowledges that the Lender is not responsible for the
7
City's compliance or noncompliance with the Rule or any Continuing Disclosure Agreement.
ARTICLE VI
MISCELLANEOUS
6.1 Participants and Transferees. The Bonds shall be transferrable with the City's
consent, or without the City's consent, either to (a) an affiliate of the Registered Owner or
(b) banks, insurance companies or other financial institutions or their affiliates that complete a
purchaser letter substantially in the form executed by the Lender in connection with the issuance
of the Bonds and in a form satisfactory to Bond Counsel to the City. Nothing herein shall limit
the ability of the Registered Owner or its assignees to sell or assign participation interest in the
Bonds to one or more entities listed in (a) or (b) of the previous sentence.
6.2 Survival of This Loan Commitment. All covenants, agreements, representations
and warranties made in this Loan Commitment shall survive the issuance of the Bonds and shall
continue in full force and effect so long as any obligations shall remain outstanding with respect
to the Bonds. Whenever in this Loan Commitment the Lender is referred to, such reference shall
be deemed to include the successors and assigns of the Lender, and all covenants, promises and
agreements by or on behalf of the City which are contained in this Loan Commitment shall inure
to the benefit of such successors and assigns. The rights and duties of the City, however, may
not be assigned or transferred, except with the prior written consent of the Lender, and all
obligations of the City hereunder shall continue in full force and effect notwithstanding any
assignment by the City of any of its rights or obligations under the Bonds, the Bond Ordinance or
this Loan Commitment or any entering into, or consent by the City to, any supplement or
amendment to the Bonds, the Bond Ordinance or this Loan Commitment.
6.3 Modification of This Loan Commitment. No amendment, modification or waiver
of any provision of this Loan Commitment shall be effective unless the same shall be in writing
and signed by the Lender and the City, and no consent to any departure by the City from its
obligations under this Loan Commitment shall in any event be effective unless the same shall be
in writing and signed by the Lender. Any such waiver or consent shall be effective only in the
specific instance and for the purpose for which given.
6.4 Waiver of Rights by the Lender. No course of dealing or failure or delay on the
part of the Lender in exercising any right, power or privilege under this Loan Commitment shall
operate as a waiver thereof, nor shall a single or partial exercise thereof preclude any other or
further exercise or the exercise of any other right, power or privilege. The rights of the Lender
under this Loan Commitment are cumulative and not exclusive of any rights or remedies which
the Lender would otherwise have.
8
6.5 Notices. All notices, requests, demands, directions and other communications
under the provisions of this Loan Commitment will be in writing (including facsimile
communication) unless otherwise expressly permitted hereunder and will be sent and deemed
received as follows: (i) if by first class mail, five (5) days after mailing; (ii) if by overnight
delivery, on the next business day; (iii) if by telephone, when given to a person who confirms
such receipt; and (iv) if by facsimile or electronic transmission, when telephonic confirmation of
receipt is obtained. All notices will be sent to the applicable party at the following address or in
accordance with the last unrevoked written direction from such party to the other parties hereto:
If to the Lender:
Capital One Public Funding, LLC
1307 Walt Whitman Road, 3`d Floor
Melville, New York 11747
Phone: (631) 531-2824
Attention: Jonathan Lewis
Email: Jonathan.Lewis@capitalone.com
If to the City, to:
City of Tukwila
6200 Southcenter Blvd
Tukwila, Washington
Phone: (206) 433-1839
Attention: Finance Director
Email: vicky.carlsen@tukwilawa.gov
6.6 Survival of Representations and Warranties. All representations and warranties of
the City contained in this Loan Commitment shall survive delivery of this Loan Commitment
and the transactions contemplated hereby.
6.7 Severability. In case any one or more of the provisions contained in this Loan
Commitment should be invalid, illegal or unenforceable in any respect, the validity, legality and
enforceability of the remaining provisions contained herein shall not in any way be affected or
impaired thereby. The parties shall endeavor in good faith negotiations to replace the invalid,
illegal or unenforceable provisions with valid provisions the economic effect of which comes as
close as possible to that of the invalid, illegal or unenforceable provisions.
6.8 Governing Law. THIS LOAN COMMITMENT SHALL BE GOVERNED BY
AND CONSTRUED AND INTERPRETED IN ACCORDANCE WITH THE LAWS OF THE
STATE.
O
6.9 Venue. The City agrees that any legal action or proceeding with respect to any of
the obligations of the City under this Loan Commitment, the Bond Ordinance and the Bonds may
be brought in any state court sitting in Seattle, Washington or in the United States City Court for
the Western City of Washington.
6.10 Waiver of Jury Trial. To the extent permitted by applicable law, each of the
parties waives any right to have a jury participate in resolving any dispute, whether sounding in
Loan Commitment, tort, or otherwise between the parties arising out of, connected with, related
to, or incidental to the relationship between any of them in connection with this Loan
Commitment or the transactions contemplated hereby. Instead, any such dispute resolved in
court will be resolved in a bench trial without a jury.
6.11 Headings. The table of contents and captions in this Loan Commitment are for
convenience of reference only and shall not define or limit the provisions hereof.
6.12 Counterparts. This Loan Commitment may be executed in counterparts, each of
which shall constitute an original but all of which, when taken together, shall constitute but one
instrument, and shall become effective when copies hereof which, when taken together, bear the
signatures of all of the parties hereto shall be delivered to the City and the Lender.
6.13 Washington Statutory Notice. ORAL AGREEMENTS OR ORAL
COMMITMENTS TO LOAN MONEY, TO EXTEND CREDIT, OR TO FORBEAR
FROM ENFORCING REPAYMENT OF A DEBT ARE NOT ENFORCEABLE UNDER
WASHINGTON LAW.
[signature page immediately follows]
10
IN WITNESS WHEREOF, the parties have executed this Loan Commitment as of the
date first above written.
CAPITAL ONE PUBLIC FUNDING, LLC
By:
Catherine DeLuca
Vice President
CITY OF TUKWILA, WASHINGTON
Vicky Carlsen
Finance Director
[Signature Page to Loan Commitment]
IN WITNESS WHEREOF, the parties have executed this Loan Commitment as of the
date first above written.
CAPITAL ONE PUBLIC FUNDING, LLC
Catherine DeLuca
Vice President
CITY OF TUKWILA, WASHINGTON
Vicky Carlsen
Finance Director
[Signature Page to Loan Commitment]
EXHIBIT A
COPY OF THE LENDER'S PROPOSAL
(attached)
A-1
F
QlpiN
Public Funding
May 14, 2021
Vicky Carlsen
vicky.carlsen(cr�,tukwilawa.gov
Duncan Brown
Steven Amano
sea-advi sorsCa,pfm.com
Subject: City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021 (the "Loan")
Dear Ms. Carlsen, Mr. Brown and Mr. Amano:
This term sheet is presented in response to that certain RFP dated April 26, 2021 ("RFP") that you have
presented to Capital One Public Funding, LLC ("COPF"). All terms, provisions and covenants set forth in
the RFP are incorporated herein except as described below. We are very interested in working with City of
Tukwila, Washington, ("Borrower") in connection with the above-described potential Loan transaction and
are pleased to present the following summary terms:
Structure
Directly purchased Limited Tax General Obligation and Refunding Bonds 2021.
Security
Limited tax, full faith and credit general obligation pledge ofthe Borrower.
Provisions /
Repayment
Sources
Par
$2,880,000
$1,065,000
$2,785,000
Component 1
Component 2
Component 3
Use of Proceeds
Capital improvements.
Refunding 2011 Bonds.
Refunding 2014 Bonds.
Fixed Interest
1.70% Tax-exempt
1.15% Option A Taxable
2.70% Taxable
Rate
0.89% Option B Tax-exempt
Payment
Payments of principal due annually
Payments of principal due annually
Payments of principal due annually
Assumptions
and interest due semi-annually,
and interest due semi-annually,
and interest due semi-annually;
approximate average life of 6.0
approximate average life of 1.8
approximate average life of 7.7
years; final maturity 12/01/31. The
years; final maturity 12/01/23. The
years; final maturity 12/01/34. The
Loan will be payable in
Loan will be payable in
Loan will be payable in
installments on the dates and in the
installments on the dates and in the
installments on the dates and in the
amounts set forth on the payment
amounts set forth on the payment
amounts set forth on the payment
schedule identifying payment
schedule identifying payment dates,
schedule identifying payment dates,
dates, principal, interest and total
principal, interest and total
principal, interest and total
payment due, which shall be
payment due, which shall be
payment due, which shall be
attached to the bond.
attached to the bond.
attached to the bond.
Call Provisions
No call until 12/01/26, then in
Noncallable
No call until 12/01/28, then in
whole at par on any interest
whole at par on any interest
payment date.
payment date.
Interest Rate Assumptions
Capita, Ione
nding
The above -quoted interest rates are based upon the assumptions set forth above regarding average life and
final maturity. Any changes from the assumptions may require an adjustment to the quoted rates. The
rates may also be subject to change if the contemplated Loan is not closed by June 8, 2021 or September 2,
2021 for Option 2B.
Documentation
Loan documentation shall be prepared by qualified bond counsel subject to review by COPF and its
counsel. Borrower shall provide, at its expense, an opinion of legal counsel (acceptable to COPF) attesting
to the legal, valid, and binding nature of the transaction and the tax-exempt nature of the interest
component of the Loan payments for Components 1 and 2B. Upon selection of COPF, the Borrower shall
provide COPF the draft authorizing document for its review and comment.
Costs of Issuance
The Borrower shall be responsible for normal borrower costs of issuance including a financial advisor,
placement agent and bond counsel. No fees will be due to COPF, which shall be responsible for the costs
of its own legal review.
Direct Purchase
The Loan shall be directly funded/purchased by (and registered in the name of) COPF and delivered in
physical, non -book -entry, certificated form. The Loan shall not be (i) assigned a separate rating by any
rating agency; (ii) registered with the Depository Trust Company or any other securities depository; (iii)
issued pursuant to any type of official statement, private placement memorandum or other offering
document; or (iv) assigned a CUSIP number.
Audited Financial Statements
Upon request, as soon as available, the Borrower shall send COPF a copy of its audited financial statements
as of the end of the fiscal year.
Municipal Advisor Rules
As noted, this term sheet is submitted in response to your Request for Proposals dated April 26, 2021. The
contents of this Term Sheet and any subsequent discussions between us, including any and all information,
recommendations, opinions, indicative pricing, quotations and analysis with respect to the Loan, are
provided to you in reliance upon the exemption provided for responses to requests for proposals or
qualifications under the municipal advisor rules of the Securities and Exchange Commission (Rule 15Ba1-1
et seq.).
Role of Capital One Public Funding, LLC
The Borrower acknowledges and agrees that: (i) the information contained in this term sheet is for
discussion purposes only and sets forth certain proposed terms and conditions of an arm's-length
commercial transaction between the Borrower and COPF and does not constitute advice, an opinion or a
recommendation by COPF; (ii) the Borrower will make its own determination regarding whether to enter
into the proposed transaction and the terms thereof, and will consult with and rely on the advice of its own
financial, accounting, tax, legal and other advisors; (iii) COPF is acting solely for its own account in
connection with the proposed transaction, and is not acting as a municipal advisor, financial advisor, agent
or fiduciary to the Borrower or any other person or entity (including to any financial advisor or placement
agent engaged by the Borrower) and the Borrower, its financial advisor and placement agent are free to
retain the services of such advisors (including as it relates to structure, timing, terms and similar matters
and compliance with legal requirements applicable to such parties) as it deems necessary or appropriate;
(iv) COPF has no fiduciary duty pursuant to Section 15B of the Securities Exchange Act of 1934 to the
Borrower with respect to the transaction contemplated hereby and the discussions, undertakings and
procedures leading thereto; (v) neither COPF nor any of its affiliates is acting as a broker, dealer,
underwriter or placement agent with respect the transactions contemplated hereby; (vi) the only obligations
COPF has to the Borrower with respect to the transaction contemplated hereby expressly are set forth in
City of Tukwila, Washington May 14, 2021
Limited Tax General Obligation and Refunding Bonds, 2021 Page 2
Capitan,-
Public Funding
this term sheet; and (vii) COPF is not recommending that the Borrower take an action with respect to the
transaction contemplated by this term sheet. Before taking any action with respect to the Loan, the
Borrower should discuss the information contained herein with the Borrower's own legal, accounting, tax,
financial and other advisors, as it deems appropriate. If the Borrower would like a municipal advisor in this
transaction that has legal fiduciary duties to it, Borrower is free to engage a municipal advisor to serve in
that capacity.
Other Information
To the extent that updated financial and other credit materials have not already been provided to COPF or
are not available through public resources, COPF may require and request the following: audited and
unaudited financial statements; budgets; information on outstanding bond issues, lease transactions, and
contingent/material liabilities; tax base details; and other reasonable and customary information relevant to
the Borrower's credit quality and the source of repayment.
Confidentiality
The information contained herein is strictly confidential and is intended for review by the parties, their
advisors and legal counsel only and may not be disclosed to any other person or entity, except as required
by law or otherwise consented to by COPE
Forward Provisions Component 2 Option B
From the date hereof to the closing date, there shall not have occurred any (i) material adverse change in
the financial condition or general affairs of the Borrower, (ii) event, court decision, proposed law or rule or
any pronouncement of the Internal Revenue Service that may have the effect of changing the federal
income tax nature of the contemplated Loan (iii) international or national crisis or banking moratorium
materially affecting, in the reasonable opinion of COPF, the market value of the Loan or (iv) new
restrictions on the extension of credit by banks or other lending institutions by any federal or state agency.
Receipt of a closing certificate of the Borrower in form and substance satisfactory to COPF, in which the
Borrower shall (i) represent and warrant as of the closing date that all financial statements and other
information delivered to COPF relating to the Borrower are correct and complete and that no material
adverse changes have occurred since the date of this term sheet, (ii) since the last audit date the Borrower
has not entered into direct or contingent bond debt, lease, or loan obligations (or list the debt entered into
since last audit date), and (iii) represent, warrant and covenant that neither the authorization, execution and
delivery of the Loan, nor compliance with the provisions thereof by the Borrower, conflicts in any material
respect with or will result in a material breach of any of the terms, conditions or provisions of any
resolution or of any agreement, instrument, statute, regulation, court order or decree to which the Borrower
is a party or by which it or any of its property is bound, or constitutes a material default under any of the
foregoing.
Closing
Closing is anticipated to take place on June 8, 2021 and September 2, 2021 for Option 2B. This is not a
commitment, rather, the funding of the Loan will occur only after, among other things, COPF, the
Borrower, and their respective counsels are fully satisfied with the terms of the Loan documents and all of
the terms and conditions contained herein and in the Loan documents have been met.
Term Sheet Expiration
This term sheet shall expire if not accepted by the Borrower by May 21, 2021. Once accepted, this Term
Sheet shall expire if the transaction has not closed by June 8, 2021 or September 2, 2021 for Option 213,
unless extended by COPF at its sole discretion.
Subject to Final Credit Approval
City of Tukwila, Washington May 14, 2021
Limited Tax General Obligation and Refunding Bonds, 2021 Page 3
capita -
Public Funding
Specifically, but without limitation, this Term Sheet has not yet received all necessary internal and
committee approvals of COPF. Any obligation of COPF to provide financing or otherwise shall arise only
upon the execution of final Loan documents signed by authorized signatories of COPF and not from
statements (oral or written) made during the course of discussions among the parties (whether or not prior
to or after the date hereof).
Should the above -stated terms be acceptable to you, formal approval through. COPF's internal credit
process will be pursued as quickly as possible.
Thank you for the opportunity to offer this term sheet. Should you have any questions, please do not
hesitate to contact me at 505.503.7629 orjeffrey.sharp@capitalone.com.
Sincerely,
Jeffrey D. Sharp
Senior Vice President, Director of Business Development
Capital One Public Funding, LLC
cc: Jonathan Lewis, Capital One Public Funding, LLC
Brenda Barnes, Capital One Public Funding, LLC
ACCEPTED BY: City of Tukwila, Washington
B
Nal I rNci- et. c,2_0�!
Title
City of Tukwila, Washington May 14, 2021
Limited Tax General Obligation and Refunding Bonds, 2021 Page 4
EXHIBIT B
PAYMENT SCHEDULES
2021A Bond. Interest payments on the 2021A Bond will be due semiannually on December 1
and June 1, beginning December 1, 2021 through maturity. Principal payments on the 2021A
Bond will be due annually on December 1, beginning December 1, 2022 through the 2021A
Maturity Date, subject to prior prepayment. See the amortization schedule attached to the 2021A
Bond.
2021B Bond. Interest payments on the 2021B Bond will be due semiannually on December 1
and June 1, beginning December 1, 2021 through maturity. Principal payments on the 2021B
Bond will be due annually on December 1, beginning December 1, 2022 through the 2021B
Maturity Date, subject to prior prepayment. See the amortization schedule attached to the 2021B
Bond.
2021C Bond. Interest payments on the 2021C Bond will be due semiannually on December 1
and June 1, beginning December 1, 2021 through maturity. Principal payments on the 2021C
Bond will be due annually on December 1, beginning December 1, 2022 through the 2021C
Maturity Date. See the amortization schedule attached to the 2021 C Bond.
1:131
Cl*ty of T
Washington
Ordinance No. "A-3 61
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, RELATING TO CONTRACTING INDEBTEDNESS;
PROVIDING FOR THE ISSUANCE, SALE AND DELIVERY OF NOT TO
EXCEED $5,000,000 PAR VALUE OF LIMITED TAX GENERAL
OBLIGATION REFUNDING BONDS, 2011, TO PROVIDE THE FUNDS
WITH WHICH TO CARRY OUT AN ADVANCE REFUNDING OF THE
CALLABLE PORTION OF THE SHARE OF THE CITY'S LIMITED TAX
GENERAL OBLIGATION BONDS, SERIES 2003A ALLOCATED TO
STREET IMPROVEMENTS, AND TO PAY THE ADMINISTRATIVE
COSTS OF THE REFUNDING AND THE COSTS OF ISSUANCE AND
SALE OF THE BONDS; PROVIDING FOR AND AUTHORIZING THE
PURCHASE OF CERTAIN OBLIGATIONS OUT OF THE PROCEEDS
OF THE SALE OF THE BONDS HEREIN AUTHORIZED AND FOR THE
USE AND APPLICATION OF THE MONEY DERIVED FROM THOSE
INVESTMENTS; AUTHORIZING THE EXECUTION OF AN
AGREEMENT WITH U.S. BANK NATIONAL ASSOCIATION, AS
REFUNDING TRUSTEE; PROVIDING FOR THE CALL, PAYMENT AND
REDEMPTION OF THE OUTSTANDING BONDS TO BE REFUNDED;
FIXING CERTAIN TERMS AND COVENANTS OF THE BONDS;
APPOINTING THE FINANCE DIRECTOR AS THE CITY'S
DESIGNATED REPRESENTATIVE TO APPROVE THE FINAL TERMS
OF THE SALE AND ISSUANCE OF THE BONDS; PROVIDING FOR
SEVERABILITY; ESTABLISHING AN EFFECTIVE DATE; AND
PROVIDING FOR RELATED MATTERS.
WHEREAS, pursuant to Ordinance No. 2027, the City heretofore issued the 2003A
Bonds (defined below), and by that ordinance reserved the right to redeem the 2003A
Bonds prior to their maturity on December 1, 2013, at a price of par plus accrued
interest to the date fixed for redemption; and
WHEREAS, there are presently outstanding $8,400,000 par value of 2003A Bonds,
of which $4,605,000 mature on December 1 of each of the years 2014 through 2021,
inclusive, and 2023, bear various interest rates from 3.95% to 4.65%, and are entirely
allocable to street improvements (the "Refunded Bonds"); and
W- Word Processing\Ordinances\2003 Bond Refunding 11 -22 -2011 -final
PM:mrh Page 1 of 19
WHEREAS, after due consideration, it appears to the City Council that the
Refunded Bonds may be refunded by the issuance and sale of the limited tax general
obligation refunding bonds authorized herein (the "Bonds") so that a substantial savings
will be effected by the difference between the principal and interest cost over the life of
the Bonds and the principal and interest cost over the life of the Refunded Bonds but for
such refunding, which refunding will be effected by carrying out the Refunding Plan; and
WHEREAS, to effect that refunding in the manner that will be most advantageous to
the City it is found necessary and advisable that certain Acquired Obligations (defined
below) bearing interest and maturing at such time or times as necessary to accomplish
the refunding as aforesaid be purchased out of a portion of the proceeds of the Bonds
and other money of the City, if necessary; and
WHEREAS, the City Council deems it to be in the best interests of the City to issue
and sell the Bonds to pay the cost of carrying out the Refunding Plan (defined below);
WHEREAS, RCW 39.46.040(2) provides that an ordinance authorizing the
issuance of bonds may authorize an officer of the City to serve as the City's designated
representative and to accept, on behalf of the City, an offer to purchase those bonds so
long as the acceptance of such offer is consistent with the terms established by an
ordinance that establishes, or sets parameters with respect to, the following final terms:
the amount, date or dates, denominations, interest rate or rates (or mechanism for
determining interest rate or rates); payment dates, final maturity, redemption rights,
price, minimum savings for refunding bonds (if the refunding bonds are issued for
savings purposes), and any other terms and conditions deemed appropriate by the City
Council.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Definitions. As used in this ordinance, the following words shall have
the following meanings:
A. "Acquired Obligations" means those United States Treasury Certificates of
Indebtedness, Notes, and Bonds --State and Local Government Series and other direct,
noncallable obligations of the United States of America purchased to accomplish the
refunding of the Refunded Bonds as authorized by this ordinance.
B. "Authorized Denomination" means $5,000 or any integral multiple thereof
within a maturity.
C. "Beneficial Owner" means the owner of any beneficial interests in the Bonds.
D. "Bond Counsel" means Foster Pepper PLLC or any other nationally
recognized bond counsel firm then representing the City.
E. "Bond Fund" means the Limited Tax General Obligation Refunding Bond Fund,
2011, created by this ordinance for the payment of the Bonds.
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F. "Bond Purchase Contract" means a purchase contract presented to the City by
the Underwriter offering to purchase the Bonds under the terms and conditions provided
therein.
G. "Bond Register" means the books or records maintained by the Bond Registrar
for the purpose of identifying ownership of the Bonds.
H. "Bond Registrar" means the Fiscal Agent.
I. "2003A Bonds" means the City's $9,850,000 par value Limited Tax General
Obligation Bonds, Series 2003A, issued for the purpose of providing funds with which to
reimburse itself for a part of the cost of transferring certain property between the City and
King County, to pay or reimburse itself for a part of the cost of making various arterial
street improvements, to redeem the City's outstanding Limited Tax General Obligation
Bond Anticipation Note, 2000 (Foster Golf Course), and to pay the costs of issuance of the
2003A Bonds.
J. "Bonds" means the not to exceed $5,000,000 par value Limited Tax General
Obligation Refunding Bonds, 2011, of the City issued pursuant to and for the purposes
provided in this ordinance.
K. "City" means the City of Tukwila, Washington, a municipal corporation duly
organized and existing under the laws of the State.
L. "City Council" means the governing body of the City, acting in its legislative
capacity.
M. "Closing Date" means the date on which the Bonds are delivered to the
Underwriter upon payment in full therefor.
N. "Code" means the United States Internal Revenue Code of 1986, as amended,
and applicable rules and regulations promulgated thereunder.
O. "Designated Representative" means the Finance Director, as appointed in
Section 4 of this ordinance to serve as the City's designated representative in
accordance with RCW 39.46.040(2) for purposes of accepting, on behalf of the City, an
offer to purchase the Bonds on terms consistent with this ordinance and the parameters
set forth herein.
P. "DTC" means The Depository Trust Company, New York, New York.
Q. "Final Terms" means the terms and conditions for the sale of the Bonds
including, but not limited to the amount, date or dates, denominations, interest rate or
rates (or mechanism for determining interest rate or rates), payment dates, final
maturity, redemption rights, price, and minimum savings for refunding bonds (if the
refunding bonds are issued for savings purposes).
R. "Finance Director" means the Finance Director of the City or the successor
officer, including without limitation any person acting in the capacity of the City's
Finance Director.
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S. "Fiscal Agent" means the fiscal agent of the State, as the same may be
designated by the State from time to time.
T. "Letter of Representations" means the Blanket Issuer Letter of
Representations dated October 18, 1999, between the City and DTC, as it may be
amended from time to time.
U. "MSRB" means the Municipal Securities Rulemaking Board.
V. "Owners" means, without distinction, the Registered Owner(s) and the
Beneficial Owner(s).
W. "Refunded Bond Ordinance" means Ordinance No. 2027 passed by the City
Council on September 8, 2003 authorizing the issuance of the 2003A Bonds.
X. "Refunded Bonds" means the $4,605,000 street improvements portion of the
outstanding 2003A Bonds of the City maturing in the years 2014 through 2021,
inclusive, and in 2023, issued pursuant to the Refunded Bond Ordinance, the refunding
of which has been provided for by this ordinance.
Y. "Refunding Plan" means:
1. the placement of sufficient proceeds of the Bonds which, with other money
of the City, if necessary, will acquire the Acquired Obligations to be deposited, with
cash, if necessary, with the Refunding Trustee;
2. the application of the principal of and interest on the Acquired Obligations
(and any other cash balance) to the payment of interest on the Refunded Bonds when
due up to and including December 1, 2013, and the call, payment, and redemption of
the Refunded Bonds on December 1, 2013 at a price of par; and
3. the payment of the costs of issuing the Bonds and the costs of carrying out
the foregoing elements of the Refunding Plan.
Z. "Refunding Trust Agreement" means a refunding trust agreement between the
City and the Refunding Trustee dated as of the Closing Date, that provides for the
carrying out of the Refunding Plan.
AA. "Refunding Trustee" means U.S. Bank National Association of Seattle,
Washington, serving as refunding trustee or any successor thereto.
BB. "Registered Owner" means the person in whose name a Bond is registered on
the Bond Register. For so long as the City utilizes the book—entry system for the Bonds
under the Letter of Representations, Registered Owner shall mean DTC.
CC. "Registration Ordinance" means City Ordinance No. 1338 establishing a
system of registration for the City's bonds and other obligations.
DD. "Rule 15c2-12" means Rule 15c2-12 promulgated by the SEC under the
Securities Exchange Act of 1934, as amended.
EE. "SEC" means the United States Securities and Exchange Commission.
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FF. "State" means the State of Washington.
GG. "Term Bonds" means those Bonds designated as such, with the maturity date
or dates identified in the maturing in the Bond Purchase Contract.
HH. "Undertaking" means the undertaking to provide continuing disclosure set forth
in 15 of this ordinance.
II. "Underwriter" means Seattle -Northwest Securities Corporation of Seattle,
Washington.
Section 2. Debt Capacity. The assessed valuation of the taxable property within
the City as ascertained by the last preceding assessment for City purposes for the
calendar year 2011 is $4,775,732,512.
1. The City has outstanding general indebtedness as follows:
a. Limited tax general obligation bonds and leases outstanding in the
principal amount of $23,386,800 (excluding the Refunded Bonds), which is incurred
within the limit of up to 1 Y2% of the value of the taxable property within the City
permitted for general municipal purposes.
b. No unlimited tax general obligation bonds for capital purposes only.
2. The amount of indebtedness authorized by this ordinance is an amount
not to exceed $5,000,000 and is issued within the limitation permitted for general
municipal purposes without a vote.
Section 3. Purpose and Authorization of Bonds. In order to achieve a cost
savings for the City, the City Council finds it to be in the best interest of the City to
authorize the issuance and sale of the Bonds for the purposes described below. The
City shall borrow money on the credit of the City and issue negotiable limited tax
general obligation refunding bonds evidencing that indebtedness in the amount of not to
exceed $5,000,000 to finance the cost of the Refunding Plan and to pay the costs of
issuance and sale of the Bonds.
Section 4. Description of Bonds; Appointment of Designated Representative.
The Finance Director is appointed as the City's Designated Representative and is
authorized to approve the Final Terms of the Bonds, within the following parameters:
A. Amount. The Bonds shall not exceed the aggregate principal amount of
$5,000,000. The principal amount of the Bonds (i) may exceed the principal amount of
the Refunded Bonds being refunded by an amount deemed reasonably required to
effect such refunding, or (ii) may be less than or the same as the principal amount of the
Refunded Bonds, so long as provision is duly and sufficiently made for the retirement or
redemption of those Refunded Bonds.
B. Date or Dates. The Bonds shall be dated as of the Closing Date, which date
may not be later than December 31, 2011.
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C. Denominations, Designation, etc. The Bonds shall be issued in Authorized
Denominations and shall be numbered separately in the manner and bear any name
and additional designation as deemed necessary or appropriate by the Designated
Representative.
D. Interest Rate(s). The Bonds shall bear interest at fixed rates per annum
(computed on the basis of a 360 -day year of twelve 30 -day months) from their date or
from the most recent interest payment date for which interest has been paid or duly
provided for, whichever is later. One or more rates of interest may be fixed for the
Bonds, which rate or rates must be in multiples of 1/8th or 1/20th of 1%, or both. The
"all -in" true interest cost to the City for the Bonds may not exceed 3.00%.
E. Payment Dates. Interest must be payable at fixed rates semiannually (on
each June 1 and December 1, or such other semiannual dates as are selected by the
Designated Representative), commencing on the next such semiannual date following
the issuance of the Bonds. Principal must be payable annually (on each December 1,
or such other annual date as is selected by the Designated Representative)
commencing no earlier than the next such annual date following the issuance of the
Bonds.
F. Final Maturity. The Bonds shall not extend over a longer period of time than
the Refunded Bonds.
G. Redemption Rights. The Bonds shall be subject to optional and mandatory
redemption provisions, including designation of Term Bonds, if any, as set forth in
Section 8.
H. Purchase Price. The purchase price for the Bonds may not be less than 95%
or more than 115% of the par value of the Bonds.
I. Minimum Savings for Refunding Bonds. The Bonds much achieve a
minimum net present value savings of 3.00% over the scheduled principal and interest
of the Refunded Bonds, giving consideration to the fixed maturities of the Bonds and the
Refunded Bonds, the costs of issuance of the Bonds, and the known earned income
from the investment of Bond proceeds in the Acquired Obligations, pending redemption
of the Refunded Bonds.
J. Other Terms and Conditions.
1. The Designated Representative may determine that it is in the City's best
interest to provide for bond insurance or other credit enhancement, and may accept, on
behalf of the City, such additional terms, conditions, and covenants as may be required
by the bond insurer, if consistent with the provisions of this ordinance.
2. The Designated Representative is also authorized to take such additional
action as may be necessary or convenient for the refunding of the Refunded Bonds and
for the issuance of the Bonds pursuant to the terms of this ordinance.
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Section 5. Bond Registrar; Registration and Transfer of Bonds.
A. Registration of Bonds. The Bonds shall be issued only in registered form as
to both principal and interest and shall be recorded on the Bond Register.
B. Bond Registrar. The Bond Registrar shall keep, or cause to be kept,
sufficient books for the registration and transfer of the Bonds, which shall be open to
inspection by the City at all times. The Bond Register shall contain the name and
mailing address of the Registered Owner of each Bond and the principal amount and
number of each of the Bonds held by each Registered Owner.
The Bond Registrar is authorized, on behalf of the City, to authenticate and deliver
Bonds transferred or exchanged in accordance with the provisions of the Bonds and this
ordinance, to serve as the City's paying agent for the Bonds and to carry out all of the
Bond Registrar's powers and duties under this ordinance and City's Registration
Ordinance.
The Bond Registrar shall be responsible for its representations contained in the
Bond Registrar's Certificate of Authentication on the Bonds. The Bond Registrar may
become either a Registered or Beneficial Owner of Bonds with the same rights it would
have if it were not the Bond Registrar and, to the extent permitted by law, may act as
depository for and permit any of its officers or directors to act as members of, or in any
other capacity with respect to, any committee formed to protect the rights of Beneficial
Owners.
C. Transfer and Exchange of Bonds. Bonds surrendered to the Bond Registrar
may be exchanged for Bonds in any Authorized Denomination of an equal aggregate
principal amount and of the same interest rate and maturity. Bonds may be transferred
only if endorsed in the manner provided thereon and surrendered to the Bond Registrar.
Any exchange or transfer shall be without cost to the owner or transferee. The Bond
Registrar shall not be obligated to exchange or transfer any Bond during the 15 days
preceding any principal payment or redemption date.
D. DTC and the Book Entry System. The Bonds initially shall be registered in
the name of Cede & Co., as the nominee of DTC. The Bonds so registered shall be
held in fully immobilized form by DTC as depository in accordance with the provisions of
the Letter of Representations. Neither the City nor the Bond Registrar shall have any
responsibility or obligation to DTC participants or the persons for whom they act as
nominees with respect to the Bonds regarding accuracy of any records maintained by
DTC or DTC participants of any amount in respect of principal of or interest on the
Bonds, or any notice which is permitted or required to be given to Registered Owners
hereunder (except such notice as is required to be given by the Bond Registrar to DTC).
For as long as any Bonds are held in fully immobilized form, DTC, its nominee or its
successor depository shall be deemed to be the Registered Owner for all purposes
hereunder and all references to registered owners, bondowners, bondholders or the like
shall mean DTC or its nominee and, except for the purpose of the City's undertaking
herein to provide continuing disclosure, shall not mean the Beneficial Owners.
Registered ownership of such Bonds, or any portions thereof, may not thereafter be
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transferred except: (i) to any successor of DTC or its nominee, if that successor shall
be qualified under any applicable laws to provide the services proposed to be provided
by it; (ii) to any substitute depository appointed by the City or such substitute
depository's successor; or (iii) to any person if the Bonds are no longer held in
immobilized form.
Upon the resignation of DTC or its successor (or any substitute depository or its
successor) from its functions as depository, or a determination by the City that it no
longer wishes to continue the system of book entry transfers through DTC or its
successor (or any substitute depository or its successor), the City may appoint a
substitute depository. Any such substitute depository shall be qualified under any
applicable laws to provide the services proposed to be provided by it.
If (i) DTC or its successor (or substitute depository or its successor) resigns from its
functions as depository, and no substitute depository can be obtained or (ii) the City
determines that the Bonds are to be in certificated form, the ownership of Bonds may be
transferred to any person as provided herein and the Bonds no longer shall be held in
fully immobilized form.
Section 6. Form and Execution of Bonds. The Bonds shall be prepared in a
form consistent with the provisions of this ordinance and State law and shall be signed
by the Mayor and City Clerk, either or both of whose signatures may be manual or in
facsimile, and the seal of the City or a facsimile reproduction thereof shall be impressed
or printed thereon.
Only Bonds bearing a Certificate of Authentication in the following form, manually
signed by the Bond Registrar, shall be valid or obligatory for any purpose or entitled to
the benefits of this ordinance: "Certificate Of Authentication. This Bond is one of the
fully registered City of Tukwila, Washington, Limited Tax General Obligation Refunding
Bonds, 2011, described in the Bond Ordinance." The authorized signing of a Certificate
of Authentication shall be conclusive evidence that the Bond so authenticated has been
duly executed, authenticated and delivered and is entitled to the benefits of this
ordinance.
If any officer whose manual or facsimile signature appears on the Bonds ceases to
be an officer of the City authorized to sign bonds before the Bonds bearing his or her
manual or facsimile signature are authenticated or delivered by the Bond Registrar or
issued by the City, those Bonds nevertheless may be authenticated, issued and
delivered and, when authenticated, issued and delivered, shall be as binding on the City
as though that person had continued to be an officer of the City authorized to sign
bonds. Any Bond also may be signed on behalf of the City by any person who, on the
actual date of signing of the Bond, is an officer of the City authorized to sign bonds,
although he or she did not hold the required office on the date of issuance of the Bonds.
Section 7. Payment of Bonds. Both principal of and interest on the Bonds shall
be payable in lawful money of the United States of America. For as long as the Bonds
are registered in the name of DTC or its nominee, payment of principal of and interest
on the Bonds shall be made in the manner set forth in the Letter of Representations. If
the Bonds cease to be in book -entry -only form, interest on the Bonds shall be paid by
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checks or drafts of the Bond Registrar mailed on the interest payment date to the
Registered Owners at the addresses appearing on the Bond Register on the 15th day of
the month preceding the interest payment date or by electronic transfer on the interest
payment date. The City shall not be required to make electronic transfers except to a
Registered Owner of Bonds pursuant to a request in writing (and at the sole expense of
that Registered Owner) received at least 10 days before an interest payment date.
Principal of the Bonds shall be payable upon presentation and surrender of the Bonds
by the Registered Owners to the Bond Registrar.
Section 8. Redemption Provisions and Open Market Purchase of Bonds.
A. Optional Redemption. The Designated Representative may approve the
designation of certain maturities of the Bonds as being subject to redemption at the
option of the City prior to their respective maturities on the dates and at the prices set
forth in the Bond Purchase Contract. The Designated Representative may also, in his
or her discretion, approve the designation of certain maturities of the Bonds as not
being subject to redemption prior to maturity. Notwithstanding the foregoing provisions
of this ordinance, if the final maturity of the Bonds is more than 10 '/2 years after the
Closing Date, the Bonds then outstanding shall be subject to optional redemption on at
least one date that occurs less than 10'/2 years after the Closing Date.
B. Term Bonds. The Designated Representative may approve the designation
of certain maturities of the Bonds as Term Bonds, as set forth in the Bond Purchase
Contract. The City shall redeem Term Bonds, if not previously redeemed under any
optional redemption provisions or purchased and surrendered for cancellation under the
provisions set forth below, at a price of par plus accrued interest on the annual
redemption dates and in annual redemption amounts approved by the Designated
Representative. If the City redeems under the optional redemption provisions,
purchases in the open market or defeases Term Bonds, the par amount of the Term
Bonds so redeemed, purchased or defeased (irrespective of their actual redemption or
purchase prices) shall be credited against one or more scheduled mandatory
redemption amounts for those Term Bonds. The City shall determine the manner in
which the credit is to be allocated and shall notify the Bond Registrar in writing of its
allocation prior to the earliest mandatory redemption date for that maturity of Term
Bonds for which notice of redemption has not already been given.
C. Partial Redemptions. Portions of the principal amount of any Bond, in any
Authorized Denomination, may be redeemed. If less than all of the principal amount of
any Bond is redeemed, upon surrender of that Bond to the Bond Registrar, there shall
be issued to the Registered Owner, without charge, a new Bond (or Bonds, at the option
of the Registered Owner) of the same maturity and interest rate in any Authorized
Denomination in the aggregate principal amount remaining unredeemed.
D. Selection of Bonds for Redemption. If fewer than all of the outstanding
Bonds within a maturity are to be redeemed prior to maturity, selection of Bonds for
redemption shall be randomly within a maturity in such manner as the Bond Registrar
shall determine. Notwithstanding the foregoing, for as long as the Bonds are registered
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in the name of DTC or its nominee, selection of Bonds for redemption shall be in
accordance with the Letter of Representations.
E. Notice of Redemption. While the Bonds are held by DTC in book -entry only
form, any notice of redemption shall be given at the time, to the entity and in the manner
required by DTC in accordance with the Letter of Representations, and the Bond
Registrar shall not be required to give any other notice of redemption. If the Bonds
cease to be in book -entry only form unless waived by any Registered Owner of the
Bonds to be redeemed, the City shall cause notice of any intended redemption of Bonds
to be given by the Bond Registrar not less than 20 nor more than 60 days prior to the
date fixed for redemption by first-class mail, postage prepaid, to the Registered Owner
of any Bond to be redeemed at the address appearing on the Bond Register at the time
the Bond Registrar prepares the notice, and the requirements of this sentence shall be
deemed to have been fulfilled when notice has been mailed as so provided, whether or
not it is actually received by the Registered or Beneficial Owner of any Bond.
In the case of an optional redemption, the notice may state that the City retains the
right to rescind the redemption notice and the related optional redemption of Bonds by
giving a notice of rescission to the affected Registered Owners at any time prior to the
scheduled optional redemption date. Any notice of optional redemption that is so
rescinded shall be of no effect, and the Bonds for which the notice of optional
redemption has been rescinded shall remain outstanding.
In addition, the redemption notice shall be mailed or sent electronically within the
same period to the MSRB, consistent with the Undertaking, to any nationally recognized
rating agency which at the time maintains a rating on the Bonds at the request of the
City, and to such other persons and with such additional information as the Finance
Director shall determine, but these additional mailings shall not be a condition precedent
to the redemption of Bonds.
F. Effect of Redemption. Interest on Bonds called for redemption shall cease to
accrue on the date fixed for redemption, except in the case of a rescinded optional
redemption as described above, or unless the Bond or Bonds called are not redeemed
when presented pursuant to the call.
G. Open Market Purchase. The City further reserves the right and option to
purchase any or all of the Bonds in the open market at any time at any price acceptable
to the City plus accrued interest to the date of purchase.
H. Cancellation of Bonds. All Bonds purchased or redeemed under this section
shall be canceled.
Section 9. Failure To Redeem Bonds. If any Bond is not redeemed when
properly presented at its maturity or date set for redemption, the City shall be obligated
to pay interest on that Bond at the same rate provided in the Bond from and after its
maturity or date set for redemption until that Bond, both principal and interest, is paid in
full or until sufficient money for its payment in full is on deposit in the Bond Fund and the
Bond has been called for payment by giving notice of that call to the Registered Owner.
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Section 10. Pledge of Taxes. For as long as any of the Bonds are outstanding,
the City irrevocably pledges to include in its budget and levy taxes annually, within the
constitutional and statutory tax limitations provided by law without a vote of the electors
of the City, on all of the taxable property within the City in an amount sufficient, together
with other money legally available and to be used therefor, to pay when due the
principal of and interest on the Bonds. The full faith, credit and resources of the City are
pledged irrevocably for the annual levy and collection of those taxes and the prompt
payment of that principal and interest.
Section 11. Refunding of the Refunded Bonds.
A. Appointment of Refunding Trustee. U.S. Bank National Association of
Seattle, Washington, is hereby appointed Refunding Trustee.
B. Authorization for Refunding Trust Agreement. The Designated
Representative and the Mayor are each independently authorized to execute and
deliver to the Refunding Trustee a Refunding Trust Agreement, which sets forth duties,
obligations and responsibilities of the Refunding Trustee in connection with the
Refunding Plan, provisions for payment of the fees, compensation and expenses of
such Refunding Trustee, and such other provisions as may be necessary so that the
Bonds are in compliance with the requirements of federal law governing the exclusion of
interest on the Bonds from gross income for federal income tax purposes.
C. Use of Bond Proceeds. Proceeds from the sale of the Bonds in the amount
sufficient to carrying out the Refunding Plan shall be deposited immediately upon the
receipt thereof with the Refunding Trustee and used to discharge the obligations of the
City relating to the Refunded Bonds under the Refunded Bond Ordinance by providing
for the payment of the amounts required to be paid by the Refunding Plan. Such
obligations shall be discharged fully by the Refunding Trustee's simultaneous purchase
of Acquired Obligations, bearing such interest and maturing as to principal and interest
in such amounts and at such times so as to provide, together with a beginning cash
balance, if necessary, for the payment of the amounts required to be paid by the
Refunding Plan. The Acquired Obligations shall be listed and more particularly
described in the Refunding Trust Agreement, but are subject to substitution as set forth
below. The Designated Representative is authorized and directed to approve the
Acquired Obligations to be purchased. The Designated Representative also is
authorized, in his or her discretion, to cause the City to transfer to the Refunding
Trustee, for purposes of accomplishing the Refunding Plan, all or a portion of the money
on deposit in the Bond Fund immediately preceding the Closing Date. Any Bond
proceeds or other money deposited with the Refunding Trustee not needed to carry out
the Refunding Plan shall be returned to the City as soon as reasonably practicable
following the delivery of the Bonds to the Underwriter. Any Bond proceeds so returned
to the City shall be deposited in the Bond Fund and used to pay interest on the Bonds
on the first interest payment date.
D. Substitution of Acquired Obligations. Prior to the purchase of any Acquired
Obligations, the City reserves the right to substitute other noncallable, nonprepayable
direct obligations of the United States of America ("Substitute Obligations") for any of
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the Acquired Obligations and to use any savings created thereby for any lawful City
purpose if, (i) in the opinion of Bond Counsel the interest on the Bonds and the
Refunded Bonds will remain excluded from gross income for federal income tax
purposes under Sections 103, 148 and 149(d) of the Code, and (ii) such substitution
shall not impair the timely payment of the amounts required to be paid by the Refunding
Plan, as verified by a nationally recognized independent certified public accounting firm.
After the purchase of the Acquired Obligations by the Refunding Trustee, the City
reserves the right to substitute therefor cash or Substitute Obligations subject to the
conditions that such money or securities held by the Refunding Trustee shall be
sufficient to carry out the Refunding Plan, that such substitution will not cause the
Bonds or the Refunded Bonds to be arbitrage bonds within the meaning of Section 148
of the Code and regulations thereunder in effect on the date of such substitution and
applicable to obligations issued on the Closing Date, and that the City obtain, at its
expense: (i) a verification by a nationally recognized independent certified public
accounting firm confirming that the payments of principal of and interest on the
Substitute Obligations, if paid when due, and any other money held by the Refunding
Trustee will be sufficient to carry out the Refunding Plan; and (ii) an opinion from Bond
Counsel to the effect that the disposition and substitution or purchase of the Substitute
Obligations, under the statutes, rules and regulations then in force and applicable to the
Bonds, will not cause the interest on the Bonds or the Refunded Bonds to be included in
gross income for federal income tax purposes and that such disposition and substitution
or purchase is in compliance with the statutes and regulations applicable to the Bonds
and the Refunded Bonds. Any surplus money resulting from the sale, transfer, other
disposition or redemption of the Acquired Obligations and Substitute Obligations
therefor shall be released from the Refunding Trustee and transferred to the City to be
used for any lawful City purpose.
E. Administration of Refunding Plan. The Refunding Trustee is authorized and
directed to purchase the Acquired Obligations (or Substitute Obligations) and to make
the payments required to be made by the Refunding Plan from the Acquired Obligations
(or Substitute Obligations) and money deposited with the Refunding Trustee pursuant to
this ordinance. All Acquired Obligations (or Substitute Obligations) and money
deposited with the Refunding Trustee and any income therefrom shall be held
irrevocably, invested and applied in accordance with the provisions of the Refunded
Bond Ordinance, this ordinance, chapter 39.53 RCW and other applicable laws of the
State and the Refunding Trust Agreement. All necessary and proper fees,
compensation and expenses of the Refunding Trustee and all other costs of carrying
out the Refunding Plan and issuing the Bonds, including bond printing, rating service
fees, verification fees, Bond Counsel's fees and other related expenses, shall be paid
out of the proceeds of the Bonds.
F. Call for Redemption of Refunded Bonds. Effective upon the City's initial
delivery of the Bonds to the Underwriter in exchange for the purchase price thereof, the
City calls for redemption on December 1, 2013, all of the Refunded Bonds at the price
of par plus accrued interest. Such call for redemption shall be irrevocable once it
becomes effective. The date on which the Refunded Bonds are herein called for
redemption is the first date on which those bonds may be called. The Refunding
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Trustee is authorized and directed to give or cause to be given such notices as
required, at the times and in the manner required, pursuant to the Refunded Bond
Ordinance and the Refunding Trust Agreement in order to effect the redemption of the
Refunded Bonds prior to their stated maturity dates.
G. Additional Findings and Determinations with Respect to the Refunding.
Prior to the execution of the Bond Purchase Agreement, the Designated Representative
must determine, on behalf of the City, that the issuance, sale and delivery of the Bonds
will effect a net present value savings to the City and its taxpayers of at least 3.00% as
set forth in Section 4 hereof. The City Council finds and determines that such net
present value savings is a substantial savings and that achieving such net present value
savings by issuing the Bonds is in the best interest of the City. In making such finding
and determination, the City Council has given consideration to the fixed maturities of the
Bonds and the Refunded Bonds, the costs related to the issuance, sale and delivery of
the Bonds and the known earned income from the investment of the proceeds of the
issuance and sale of the Bonds used in the Refunding Plan pending payment and
redemption of the Refunded Bonds.
The City Council further finds and determines that the money to be deposited with
the Refunding Trustee for the Refunded Bonds in accordance with this Section 11 will
discharge and satisfy the obligations of the City under the Refunded Bond Ordinance
with respect to the Refunded Bonds, and the pledges, charges, trusts, covenants and
agreements of the City therein made or provided for as to the Refunded Bonds, and that
the Refunded Bonds shall no longer be deemed to be outstanding under the Refunded
Bond Ordinance immediately upon the deposit of such money with the Refunding
Trustee.
Section 12. Tax Covenants; Designation of Bonds as "Qualified Tax -Exempt
Obligations."
A. Preservation of Tax Exemption for Interest on Bonds. The City covenants
that it will take all actions necessary to prevent interest on the Bonds from being
included in gross income for federal income tax purposes, and it will neither take any
action nor make or permit any use of proceeds of the Bonds or other funds of the City
treated as proceeds of the Bonds at any time during the term of the Bonds which will
cause interest on the Bonds to be included in gross income for federal income tax
purposes. The City also covenants that it will, to the extent the arbitrage rebate
requirements of Section 148 of the Code are applicable to the Bonds, take all actions
necessary to comply (or to be treated as having complied) with those requirements in
connection with the Bonds, including the calculation and payment of any penalties that
the City has elected to pay as an alternative to calculating rebatable arbitrage, and the
payment of any other penalties if required under Section 148 of the Code to prevent
interest on the Bonds from being included in gross income for federal income tax
purposes. The Designated Representative is authorized and directed to adopt and
implement on behalf of the City procedures to facilitate compliance by the City with the
covenants in this Section 12(A) and the applicable requirements of the Code that must
be satisfied after the issue date to maintain the tax exemption for interest on the 2003A
Bonds and the Bonds after the Closing Date.
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B. Designation of Bonds as "Qualified Tax -Exempt Obligations." The City
has determined and certifies that (i) the Bonds are not "private activity bonds" within the
meaning of Section 141 of the Code; (ii) the reasonably anticipated amount of tax-
exempt obligations (other than private activity bonds and other obligations not required
to be included in such calculation) which the City and any entity subordinate to the City
(including any entity that the City controls, that derives its authority to issue tax-exempt
obligations from the City, or that issues tax-exempt obligations on behalf of the City) will
issue during the calendar year in which the Bonds are issued will not exceed
$10,000,000; and (iii) the amount of tax-exempt obligations, including the Bonds,
designated by the City as "qualified tax-exempt obligations" for the purposes of Section
265(b)(3) of the Code during the calendar year in which the Bonds are issued does not
exceed $10,000,000. The City designates the Bonds as "qualified tax-exempt
obligations" for the purposes of Section 265(b)(3) of the Code.
Section 13. Refunding or Defeasance of the Bonds. The City may issue
refunding bonds pursuant to the laws of the State or use money available from any
other lawful source to pay when due the principal of and interest on the Bonds, or any
portion thereof included in a refunding or defeasance plan, and to redeem and retire,
refund or defease all such then -outstanding Bonds (hereinafter collectively called the
"defeased Bonds") and to pay the costs of the refunding or defeasance. If money
and/or "government obligations" (as defined in chapter 39.53 RCW, as now or hereafter
amended) maturing at a time or times and bearing interest in amounts (together with
money, if necessary) sufficient to redeem and retire, refund or defease the defeased
Bonds in accordance with their terms are set aside in a special trust fund or escrow
account irrevocably pledged to that redemption, retirement or defeasance of defeased
Bonds (hereinafter called the "trust account"), then all right and interest of the Owners of
the defeased Bonds in the covenants of this ordinance and in the funds and accounts
obligated to the payment of the defeased Bonds shall cease and become void. The
Owners of defeased Bonds shall have the right to receive payment of the principal of
and interest on the defeased Bonds from the trust account. The City shall include in the
refunding or defeasance plan such provisions as the City deems necessary for the
random selection of any defeased Bonds that constitute less than all of a particular
maturity of the Bonds, for notice of the defeasance to be given to the owners of the
defeased Bonds and to such other persons as the City shall determine, and for any
required replacement of Bond certificates for defeased Bonds. The defeased Bonds
shall be deemed no longer outstanding, and the City may apply any money in any other
fund or account established for the payment or redemption of the defeased Bonds to
any lawful purposes as it shall determine.
If the Bonds are registered in the name of DTC or its nominee, notice of any
defeasance of Bonds shall be given to DTC in the manner prescribed in the Letter of
Representations for notices of redemption of Bonds.
Section 14. Bond Fund and Deposit of Bond Proceeds.
A. Bond Fund. The Bond Fund is hereby created and established in the office of
the Finance Director as a special fund designated the Limited Tax General Obligation
Refunding Bond Fund, 2011, for the purpose of paying principal of and interest on the
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Bonds. All taxes and other amounts allocated to the payment of the principal of and
interest on the Bonds shall be deposited in the Bond Fund.
B. Deposit of Bond Proceeds. The principal proceeds and premium, if any,
received from the sale and delivery of the Bonds shall be used to pay the costs of sale
and issuance of the Bonds and deposited, invested and used in accordance with the
Refunding Plan.
Section 15. Undertaking to Provide Continuing Disclosure. To meet the
requirements of paragraph (b)(5) of Rule 15c2-12, as applicable, to a participating
underwriter for the Bonds, the City makes the following written Undertaking for the
benefit of holders of the Bonds:
A. Undertaking to Provide Annual Financial Information and Notice of
Listed Events. The City undertakes to provide or cause to be provided, either directly
or through a designated agent, to the MSRB, in an electronic format as prescribed by
the MSRB, accompanied by identifying information as prescribed by the MSRB:
(i) Annual financial information and operating data of the type included in the
final official statement for the Bonds and described in subsection (B) of this section
("annual financial information");
(ii) Timely notice (not in excess of 10 business days after the occurrence of
the event) of the occurrence of any of the following events with respect to the Bonds:
(1) principal and interest payment delinquencies; (2) non-payment related defaults, if
material; (3) unscheduled draws on debt service reserves reflecting financial difficulties;
(4) unscheduled draws on credit enhancements reflecting financial difficulties; (5)
substitution of credit or liquidity providers, or their failure to perform; (6) adverse tax
opinions, the issuance by the Internal Revenue Service of proposed or final
determinations of taxability, Notice of Proposed Issue (IRS Form 5701 — TEB) or other
material notices or determinations with respect to the tax status of the Bonds; (7)
modifications to rights of holders of the Bonds, if material; (8) bond calls (other than
scheduled mandatory redemptions of Term Bonds), if material, and tender offers; (9)
defeasances; (10) release, substitution, or sale of property securing repayment of the
Bonds, if material; (11) rating changes; (12) bankruptcy, insolvency, receivership or
similar event of the City, as such "Bankruptcy Events" are defined in Rule 15c2-12; (13)
the consummation of a merger, consolidation, or acquisition involving the City or the
sale of all or substantially all of the assets of the City other than in the ordinary course of
business, the entry into a definitive agreement to undertake such an action or the
termination of a definitive agreement relating to any such actions, other than pursuant to
its terms, if material; and (14) appointment of a successor or additional trustee or the
change of name of a trustee, if material.
(iii) Timely notice of a failure by the City to provide required annual financial
information on or before the date specified in subsection (B) of this section.
B. Type of Annual Financial Information Undertaken to be Provided. The
annual financial information that the City undertakes to provide in subsection (A) of this
section:
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(i) Shall consist of (1) annual financial statements prepared (except as noted
in the financial statements) in accordance with generally accepted accounting principles
applicable to State local governmental units such as the City, as such principles may be
changed from time to time, which statements shall not be audited, except, however, that
if and when audited financial statements are otherwise prepared and available to the
City they will be provided; (2) outstanding general obligation bonds; (3) assessed
valuation for the fiscal year; (4) regular property tax levy rate and regular property tax
levy rate limit for the fiscal year; and (5) general fund revenues from other major tax
sources; and
(ii) Shall be provided not later than the last day of the ninth month after the
end of each fiscal year of the City (currently, a fiscal year ending December 31), as
such fiscal year may be changed as required or permitted by State law, commencing
with the City's fiscal year ending December 31, 2012; and
(iii) May be provided in a single or multiple documents, and may be
incorporated by specific reference to documents available to the public on the Internet
website of the MSRB or filed with the SEC.
C. Amendment of Undertaking. The Undertaking is subject to amendment after
the primary offering of the Bonds without the consent of any holder of any Bond, or of
any broker, dealer, municipal securities dealer, participating underwriter, rating agency
or the MSRB, under the circumstances and in the manner permitted by Rule 15c2-12.
The City will give notice to the MSRB of the substance (or provide a copy) of any
amendment to the Undertaking and a brief statement of the reasons for the amendment.
If the amendment changes the type of annual financial information to be provided, the
annual financial information containing the amended financial information will include a
narrative explanation of the effect of that change on the type of information to be
provided.
D. Beneficiaries. The Undertaking evidenced by this section shall inure to the
benefit of the City and any Beneficial Owner of Bonds, and shall not inure to the benefit
of or create any rights in any other person.
E. Termination of Undertaking. The City's obligations under this Undertaking
shall terminate upon the legal defeasance of all of the Bonds. In addition, the City's
obligations under this Undertaking shall terminate if those provisions of Rule 15c2-12
which require the City to comply with this Undertaking become legally inapplicable in
respect of the Bonds for any reason, as confirmed by an opinion of nationally
recognized bond counsel or other counsel familiar with federal securities laws delivered
to the City, and the City provides timely notice of such termination to the MSRB.
F. Remedy for Failure to Comply with Undertaking. As soon as practicable
after the City learns of any failure to comply with the Undertaking, the City will proceed
with due diligence to cause such noncompliance to be corrected. No failure by the City
or other obligated person to comply with the Undertaking shall constitute a default in
respect of the Bonds. The sole remedy of any Beneficial Owner of a Bond shall be to
take such actions as that Beneficial Owner deems necessary, including seeking an
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order of specific performance from an appropriate court, to compel the City or other
obligated person to comply with the Undertaking.
G. Designation of Official Responsible to Administer Undertaking. The
Finance Director of the City (or such other officer of the City who may in the future
perform the duties of that office) or his or her designee is authorized and directed in his
or her discretion to take such further actions as may be necessary, appropriate or
convenient to carry out the Undertaking of the City in respect of the Bonds set forth in
this section and in accordance with Rule 15c2-12, including, without limitation, the
following actions:
(i) Preparing and filing the annual financial information undertaken to be
provided;
(ii) Determining whether any event specified in subsection (A) has occurred,
assessing its materiality, where necessary, with respect to the Bonds, and preparing
and disseminating any required notice of its occurrence;
(iii) Determining whether any person other than the City is an "obligated
person" within the meaning of Rule 15c2-12 with respect to the Bonds, and obtaining
from such person an undertaking to provide any annual financial information and notice
of listed events for that person in accordance with Rule 15c2-12;
(iv) Selecting, engaging and compensating designated agents and
consultants, including but not limited to financial advisors and legal counsel, to assist
and advise the City in carrying out the Undertaking; and
(v) Effecting any necessary amendment of the Undertaking.
Section 16. General Authorization; Delivery of Bonds. The Designated
Representative, the Mayor and other appropriate officers of the City are each authorized
to do everything as in their judgment may be necessary, appropriate or desirable in
order to carry out the terms and provisions of, and complete the transactions
contemplated in connection with, this ordinance.
The Bonds will be printed at City expense and will be delivered to the purchaser in
accordance with the Bond Purchase Contract, with the approving legal opinion of Bond
Counsel regarding the Bonds.
Section 17. Official Statement.
A. Preliminary Official Statement Under the Rule. The Designated
Representative and the Mayor are each independently authorized to review and
approve the information about the City contained in any preliminary official statement
(the "Preliminary Official Statement") prepared in connection with the public offering and
sale of Bonds to be sold to the public; and (for the sole purpose of aiding the
Underwriter in its compliance with Section (b)(1) of the Rule, if applicable) "deem final"
that Preliminary Official Statement as of its date, except for the omission of information
permitted to be omitted by the Rule and approve or ratify the distribution of that
Preliminary Official Statement to potential purchasers of the Bonds.
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B. Approval of Official Statement. The Designated Representative and the
Mayor are each independently authorized to review and approve distribution of a final
official statement with respect to the Bonds to be sold to the public. The City agrees to
cooperate with the Underwriter to deliver or cause to be delivered, within such period as
may be required by applicable law, copies of the final official statement pertaining to the
Bonds in sufficient quantity to comply with paragraph (b)(4) of the Rules and rules of the
MSRB.
Section 18. Supplemental Ordinances. The City Council from time to time and at
any time may pass an ordinance or ordinances supplemental to this ordinance which
supplemental ordinance or ordinances thereafter shall become a part of this ordinance,
for any one or more of the following purposes:
A. To add to the covenants and agreements of the City in this ordinance such
other covenants and agreements thereafter to be observed, which shall not adversely
affect the interests of the holders and Owners of the Bonds, or to surrender any right or
power herein reserved to or conferred upon the City.
B. To make such provisions for the purpose of curing any ambiguities or of
curing, correcting or supplementing any defective provision contained in this ordinance
in regard to matters or questions arising under such ordinances as the City Council may
deem necessary or desirable and not inconsistent with such ordinances and which shall
not materially adversely affect the interest of the holders and Owners of the Bonds.
Section 19. General Authorization and Ratification. The Designated
Representative, Mayor, City Administrator and other appropriate officers of the City are
severally authorized and directed to take any actions and to execute documents as in
their judgment may be necessary or desirable to carry out the terms of, and complete
the transactions contemplated by, this ordinance and the Bond Purchase Contract
(including everything necessary for the prompt delivery of the Bonds to the Underwriter
and for the proper application, use and investment of the proceeds of the sale thereof),
and all actions heretofore taken in furtherance thereof and not inconsistent with the
terms of this ordinance are ratified and confirmed in all respects.
Section 20. Severability. The provisions of this ordinance are declared to be
separate and severable. If a court of competent jurisdiction, all appeals having been
exhausted or all appeal periods having run, finds any provision of this ordinance to be
invalid or unenforceable as to any person or circumstance, such offending provision
shall, if feasible, be deemed to be modified to be within the limits of enforceability or
validity. However, if the offending provision cannot be so modified, it shall be null and
void with respect to the particular person or circumstance, and all other provisions of
this ordinance in all other respects, and the offending provision with respect to all other
persons and all other circumstances, shall remain valid and enforceable.
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Section 21. Effective Date of Ordinance. This ordinance or a summary thereof
shall be published in the official newspaper of the City, and shall take effect and be in
full force five days after passage and publication as provided by law.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
a Regular Meeting thereof this Tf } day of r' 0.,., be , 2011.
ATTEST/AUTHENTICATED:
LA4,9 EAh�2
Christy O'Flah rty, CMC, City Clerkv
APPROVED A F BY:
Shelley . Kersla , City rney
J' aggert 701or
Filed with the City Clerk:
Passed by the City Council:
Published: I -
Effective Date: - / -
Ordinance Number:
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City of Tukwila Public Notice of Ordinance Adoption for Ordinances 2360-2364.
On December 5, 2011 the City Council of the City of Tukwila, Washington, adopted the
following ordinances, the main points of which are summarized by title as follows:
Ordinance 2360: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, AMENDING ORDINANCE NO. 2319, WHICH ADOPTED THE CITY OF
TUKWILA'S BIENNIAL BUDGET FOR THE 2011-2012 BIENNIUM, TO ADOPT AN
AMENDED MID -BIENNIUM BUDGET; PROVIDING FOR SEVERABILITY; AND
ESTABLISHING AN EFFECTIVE DATE.
Ordinance 2361: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, RELATING TO CONTRACTING INDEBTEDNESS; PROVIDING FOR THE
ISSU .;VCE, SALE AND DELIVERY OF NOT TO EXCEED $5,000,000 PAR VALUE OF
LIMITED TAX GENERAL OBLIGATION REFUNDING BONDS, 2011, TO PROVIDE THE
FUNDS WITH WHICH TO CARRY OUT AN ADVANCE REFUNDING OF THE CALLABLE
PORTION OF THE SHARE OF THE CITY'S LIMITED TAX GENERAL OBLIGATION
BONDS, SERIES 2003A ALLOCATED TO STREET IMPROVEMENTS, AND TO PAY THE
ADMINISTRATIVE COSTS OF THE REFUNDING AND THE COSTS OF ISSUANCE AND
SALE OF THE BONDS; PROVIDING FOR AND AUTHORIZING THE PURCHASE OF
CERTAIN OBLIGATIONS OUT OF THE PROCEEDS OF THE SALE OF THE BONDS
HEREIN AUTHORIZED AND FOR THE USE AND APPLICATION OF THE MONEY
DERIVED FROM THOSE INVESTMENTS, AUTHORIZING THE EXECUTION OF AN
AGREEMENT WITH U.S. BANK NATIONAL ASSOCIATION, AS REFUNDING TRUSTEE,
PROVIDING FOR THE CALL, PAYMENT AND REDEMPTION OF THE OUTSTANDING
BONDS TO BE REFUNDED; FIXING CERTAIN TERMS AND COVENANTS OF THE
BONDS; APPOINTING THE FINANCE DIRECTOR AS THE CITY'S DESIGNATED
REPRESENTATIVE TO APPROVE THE FINAL TERMS OF THE SALE AND ISSUANCE
OF THE BONDS; PROVIDING FOR SEVERABILITY; ESTABLISHING AN EFFECTIVE
DATE; AND PROVIDING FOR RELATED MATTERS.
Ordinance 2362: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, ESTABLISHING NEW REGULATIONS RELATED TO SOLICITING IN
CERTAIN AREAS, TO BE CODIFIED IN TUKWILA MUNICIPAL CODE CHAPTER 8.29;
PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
Ordinance 2363: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, REPEALING SECTION 2 OF ORDINANCE NO. 2323 RELATING TO THE
PROHIBITION AGAINST SOCIAL CARD ROOMS AS A COMMERCIAL STIMULANT;
PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
Ordinance 2364: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, AUTHORIZING AND PROVIDING FOR THE ACQUISITION OF
INTERESTS IN LAND FOR THE PURPOSE OF COMPLETING THE TUKWILA TRANSIT
CENTER PROJECT; PROVIDING FOR CONDEMNATION, APPROPRIATION, TAKING
OF LAND AND PROPERTY RIGHTS NECESSARY THEREFORE; PROVIDING FOR
PAYMENT THEREOF, AND DIRECTING THE INITIATION OF APPROPRIATE
PROCEEDINGS IN THE MANNER PROVIDED BY LAW FOR SAID CONDEMNATION;
PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
The full text of these ordinances will be provided upon request.
Christy O'Flaherty, CMC, City Clerk
Published Seattle Times: December 8, 2011
City of Tukwila
Washington
Ordinance No. a if h�
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, RELATING TO CONTRACTING
INDEBTEDNESS; PROVIDING FOR THE ISSUANCE, SALE AND
DELIVERY OF $3,850,000 AGGREGATE PRINCIPAL AMOUNT OF
LIMITED TAX GENERAL OBLIGATION BONDS TO PROVIDE
FUNDS TO CARRY OUT LAND ACQUISITION AND CAPITAL
COSTS OF REDEVELOPMENT ACTIVITIES WITHIN THE CITY'S
URBAN RENEWAL AREA, AND TO PAY THE COSTS OF
ISSUANCE AND SALE OF THE BONDS; FIXING CERTAIN TERMS
AND COVENANTS OF THE BONDS; AND PROVIDING FOR
OTHER RELATED MATTERS; PROVIDING FOR SEVERABILITY;
AND ESTABLISHING AN EFFECTIVE DATE.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Findings and Determinations. The City takes note of the following
facts and makes the following findings and determinations:
(a) Authority and Description of Project. The City has previously passed
Ordinance No. 1898 designating an urban renewal area and finding that certain blighted
property exists within that area requiring the exercise of community renewal powers
under Chapter 35.81 RCW. The City is in need of funds to carry out those community
renewal powers including, but not limited to, land acquisition, demolition, site
preparation and other related redevelopment powers and costs incidental thereto. The
City Council therefore finds that it is in the best interests of the City to issue the Bonds
to finance the Project.
(b) Plan of Financing. Pursuant to applicable law, including, without limitation,
Chapters 35.37, 35.81, 35A.40, 39.36, 39.44 and 39.46 RCW, the City is authorized to
issue general obligation bonds for the purpose of financing the Project. The total
expected cost of the Project is approximately $6,100,000, which is expected to be made
up of proceeds of the Bonds, loans, grants and other available money of the City.
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(c) Debt Capacity. The maximum amount of indebtedness authorized by this
ordinance is $3,850,000. Based on the following facts, this amount is to be issued
within the amount permitted to be issued by the City for general municipal purposes
without a vote:
(1) The assessed valuation of the taxable property within the City as
ascertained by the last preceding assessment for City purposes for collection in the
calendar year 2014 is $4,756,373,688.
(2) As of November 1, 2014, the City has limited tax general obligation
indebtedness, consisting of bonds, notes, leases and conditional sales contracts
outstanding in the principal amount of $21,307,728, which is incurred within the limit of
up to 1'h% of the value of the taxable property within the City permitted for general
municipal purposes without a vote.
(3) As of November 1, 2014, the City has no unlimited tax general obligation
indebtedness for general municipal purposes; for City -owned water, artificial light, and
sewers; and for acquiring or developing open space, park facilities, and capital facilities
associated with economic development.
(d) The Bonds. For the purpose of providing the funds necessary to carry out the
Project and to pay the costs of issuance and sale of the Bonds, the City Council finds
that it is in the best interests of the City and its taxpayers to issue and sell the Bonds to
the Purchaser, pursuant to the terms set forth in the Bond Purchase Agreement
consistent with this ordinance.
Section 2. Definitions. As used in this ordinance, the following capitalized terms
shall have the following meanings:
(a) "Authorized Denomination" means $1,000 or any integral multiple thereof within
a maturity.
(b) "Bond' means each bond issued pursuant to and for the purposes provided in
this ordinance.
(c) "Bond Counsef' means the firm of Foster Pepper PLLC, its successor, or any
other attorney or firm of attorneys selected by the City with a nationally recognized
standing as bond counsel in the field of municipal finance.
(d) "2014 Bond Account" means the Limited Tax General Obligation Bond Account,
2014, of the City created for the payment of the principal of and interest on the Bonds.
(e) "Bond Purchase Agreement' means an offer to purchase the Bonds, setting
forth certain terms and conditions of the issuance, sale and delivery of those Bonds,
which offer the designated representative is authorized to accept if consistent with this
ordinance.
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(f) "Bond Register" means the books or records maintained by the Bond Registrar
for the purpose of identifying ownership of each Bond.
(g) "Bond Registrar" means the Fiscal Agent, or any successor bond registrar
selected by the City.
(h) "City" means the City of Tukwila, Washington, a municipal corporation duly
organized and existing under the laws of the State.
(i) "City Council' means the legislative authority of the City, as duly and regularly
constituted from time to time.
0) "Code" means the United States Internal Revenue Code of 1986, as amended,
and applicable rules and regulations promulgated thereunder.
(k) "Finance Directoe' means the Finance Director or such other officer of the City
who succeeds to substantially all of the responsibilities of that office.
(1) "Fiscal Agent' means the fiscal agent of the State, as the same may be
designated by the State from time to time.
(m) "Issue Date" means, with respect to a Bond, the date of initial issuance and
delivery of that Bond to the Purchaser in exchange for the purchase price of that Bond.
(n) "MSRB" means the Municipal Securities Rulemaking Board.
(o) "Project" means capital expenditures relating to the exercise of community
renewal powers under chapter 35.81 RCW within the urban renewal area designated by
the City in Ordinance No. 1898, including but not limited to land acquisition, demolition,
site preparation and other redevelopment activities, and any incidental costs associated
with the foregoing, all as deemed necessary and advisable by the City Council. The
term "land" includes all real property and all appurtenant improvements, structures and
interests therein.
(p) "Purchase" means Zions First National Bank of Salt Lake City, Utah.
(q) "Record Date" means the Bond Registrar's close of business on the 15th day of
the month preceding an interest payment date. With respect to redemption of a Bond
prior to its maturity, the Record Date shall mean the Bond Registrar's close of business
on the date on which the Bond Registrar sends the notice of redemption in accordance
with Section 8.
(r) "Registered Owner' means, with respect to a Bond, the person in whose name
that Bond is registered on the Bond Register.
(s) "State" means the State of Washington,
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(t) "System of Registration" means the system of registration for the City's bonds
and other obligations set forth in Ordinance No. 1338 of the City.
(u) "Term Bond' means each Bond designated as a Term Bond and subject to
mandatory redemption in the years and amounts set forth in the Bond Purchase
Agreement.
(v) "Urban Renewal Project Fund' means the Facilities Fund 302 of the City
created for the purpose of carrying out the Project.
Section 3. Authorization and Description of Bonds. The City is authorized to
borrow money on the credit of the City and issue negotiable limited tax general
obligation bonds evidencing indebtedness in the aggregate principal amount of
$3,850,000 to provide funds necessary to carry out the Project and to pay the costs of
issuance and sale of the Bonds. The proceeds of the Bonds allocated to paying the
cost of the Project shall be deposited as set forth in Section 7 of this ordinance and shall
be used to carry out the Project, or a portion of the Project, in such order of time as the
City determines is advisable and practicable.
The Bonds shall be called the City of Tukwila, Washington, Limited Tax General
Obligation Bonds, 2014 (Taxable), and shall be issued in the aggregate principal
amount of $3,850,000. The Bonds shall be dated the Issue Date; shall be issued in
Authorized Denominations; and shall be numbered separately in the manner and with
any additional designation as the Bond Registrar deems necessary for purposes of
identification.
The Bonds are serial and term in form and shall mature on the dates and in the
principal amounts set forth in Exhibit A, which is attached to this ordinance and
incorporated by this reference. The Bonds shall bear interest at the fixed rates per
annum, which shall reset as set forth in Exhibit A, and are payable on the dates set forth
in Exhibit A. Interest on the Bonds will be paid on each June 1 and December 1,
beginning June 1, 2015. Interest will be computed on the basis of a 360 -day year
consisting of twelve 30 -day months.
Section 4. Bond Registrar; Registration and Transfer of Bonds.
(a) Registration of Bonds. Each Bond shall be issued only in registered form as
to both principal and interest and the ownership of each Bond shall be recorded on the
Bond Register. The Bonds will be initially registered in the name of the Purchaser and
will not be registered through a securities depository.
(b) Bond Registrar; Duties. The Fiscal Agent is appointed as initial Bond
Registrar. The Bond Registrar shall keep, or cause to be kept, sufficient books for the
registration and transfer of the Bonds, which shall be open to inspection by the City at
all times. The Bond Registrar is authorized, on behalf of the City, to authenticate and
deliver Bonds transferred or exchanged in accordance with the provisions of the Bonds
and this ordinance, to serve as the City's paying agent for the Bonds and to carry out all
of the Bond Registrar's powers and duties under this ordinance and the System of
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Registration. The Bond Registrar shall be responsible for its representations contained
in the Bond Registrar's Certificate of Authentication on each Bond. The Bond Registrar
may become an owner with the same rights it would have if it were not the Bond
Registrar and, to the extent permitted by law, may act as depository for and permit any
of its officers or directors to act as members of, or in any other capacity with respect to,
any committee formed to protect the rights of owners.
(c) Bond Register; Transfer and Exchange. The Bond Register shall contain the
name and mailing address of each Registered Owner and the principal amount and
number of each Bond held by each Registered Owner. A Bond surrendered to the
Bond Registrar may be exchanged for a Bond or Bonds in any Authorized
Denomination of an equal aggregate principal amount and of the same interest rate and
maturity. A Bond may be assigned or transferred only in Authorized Denominations and
only if endorsed in the manner provided thereon and surrendered to the Bond Registrar,
accompanied by the representations of the transferor as set forth thereon. Any such
transfer shall be without cost to the owner or transferee and shall be noted in the Bond
Register. The Bond Registrar shall not be obligated to transfer the Registered
Ownership of a Bond during the 15 days preceding any principal or interest payment
date or any prepayment date.
Section 5. Form and Execution of Bonds.
(a) Form of Bonds; Signatures and Seal. Each Bond shall be prepared in a form
consistent with the provisions of this ordinance and State law. Each Bond shall be
signed by the Mayor and the City Clerk, either or both of whose signatures may be
manual or in facsimile, and the seal of the City or a facsimile reproduction thereof shall
be impressed or printed thereon. If any officer whose manual or facsimile signature
appears on a Bond ceases to be an officer of the City authorized to sign bonds before
the Bond bearing his or her manual or facsimile signature is authenticated by the Bond
Registrar, or issued or delivered by the City, that Bond nevertheless may be
authenticated, issued and delivered and, when authenticated, issued and delivered,
shall be as binding on the City as though that person had continued to be an officer of
the City authorized to sign bonds. Any Bond also may be signed on behalf of the City
by any person who, on the actual date of signing of the Bond, is an officer of the City
authorized to sign bonds, although he or she did not hold the required office on its Issue
Date.
(b) Authentication. Only a Bond bearing a Certificate of Authentication in
substantially the following form, manually signed by the Bond Registrar, shall be valid or
obligatory for any purpose or entitled to the benefits of this ordinance: "Certificate of
Authentication. This Bond is one of the fully registered City of Tukwila, Washington,
Limited Tax General Obligation Bonds, 2014 (Taxable), described in the Bond
Ordinance." The authorized signing of a Certificate of Authentication shall be
conclusive evidence that the Bond so authenticated has been duly executed,
authenticated and delivered and is entitled to the benefits of this ordinance.
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Section 6. Payment of Bonds. Both principal of and interest on each Bond shall
be payable in lawful money of the United States of America. Interest on each Bond is
payable by electronic transfer on the interest payment date, or by check or draft of the
Bond Registrar mailed on the interest payment date to the Registered Owner at the
address appearing on the Bond Register on the Record Date. Principal of each Bond is
payable upon presentation and surrender of the Bond by the Registered Owner to the
Bond Registrar. The Bonds are not subject to acceleration under any circumstances.
Section 7. Funds and Accounts; Deposit of Proceeds.
(a) 2014 Bond Account. The 2014 Bond Account is created within the City's
general obligation bond repayment fund for the sole purpose of paying principal of and
interest on the Bonds. Bond proceeds in excess of the amounts needed to pay the
costs of the Project and the costs of issuance, if any, shall be deposited into the 2014
Bond Account. All amounts allocated to the payment of the principal of and interest on
the Bonds shall be deposited in the 2014 Bond Account as necessary for the timely
payment of amounts due with respect to the Bonds. The principal of and interest on the
Bonds shall be paid out of the 2014 Bond Account. Until needed for that purpose, the
City may invest money in the 2014 Bond Account temporarily in any legal investment,
and the investment earnings shall be retained in the 2014 Bond Account and used for
the purposes of that fund.
(b) Project Fund. The Project Fund has been previously created as a fund of the
City for the purpose of paying the costs of the Project. Proceeds received from the sale
and delivery of the Bonds shall be deposited into the Project Fund and used to pay the
costs of the Project and costs of issuance of the Bonds. Until needed to pay such
costs, the City may invest those proceeds temporarily in any legal investment, and the
investment earnings shall be retained in the Project Fund and used for the purposes of
that fund, except that earnings subject to a federal tax or rebate requirement (if
applicable) may be withdrawn from the Project Fund and used for those tax or rebate
purposes.
Section 8. Redemption and Purchase of Bonds.
(a) Optional Redemption and Notice. The Bonds maturing on or after
December 1, 2019 shall be subject to redemption at the option of the City as set forth in
Exhibit A at any time upon written notice to the Registered Owner or Owners of the
Bonds to be redeemed, given at least 30 days prior to the date set for redemption.
(b) Mandatory Redemption. The Term Bond maturing in 2034 shall be redeemed
in annual installments of principal, plus accrued interest, on the dates and in the
amounts as set forth in Exhibit A. If the City opts to redeem any portion of the principal
amount of the Term Bond under the optional redemption provisions of subsection (a),
above, such optional redemption shall be credited against one or more scheduled
mandatory redemption installments for that Term Bond in the manner determined by the
City. The City shall notify the Bond Registrar in writing of its allocation of such credit
prior to the next principal installment payment date.
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(c) Selection of Bonds for Redemption; Partial Redemption. If fewer than all of
the outstanding Bonds are to be redeemed under the optional redemption provisions in
subsection (a), above, the City shall select the maturities to be redeemed. All or a
portion of the principal amount of any Bond that is to be redeemed may be redeemed in
any Authorized Denomination. If less than all of the outstanding principal amount of any
Bond is redeemed, upon surrender of that Bond to the Bond Registrar, there shall be
issued to the Registered Owner, without charge, a new Bond (or Bonds, at the option of
the Registered Owner) of the same maturity and interest rate in any Authorized
Denomination in the aggregate principal amount to remain outstanding.
Section 9. Failure To Pay Bonds. If the principal of any Bond is not paid when
the Bond is properly presented at its maturity or date fixed for redemption, the City shall
be obligated to pay interest on that Bond at the same rate provided in the Bond from
and after its maturity or date fixed for redemption until that Bond, both principal and
interest, is paid in full or until sufficient money for its payment in full is on deposit in the
2014 Bond Account, or in a trust account established to refund or defease the Bond,
and the Bond has been called for payment by giving notice of that call to the Registered
Owner.
Section 10. Pledge of Taxes. The Bonds constitute a general indebtedness of
the City and are payable from tax revenues of the City and such other money as is
lawfully available and pledged by the City for the payment of principal of and interest on
the Bonds. For as long as any of the Bonds are outstanding, the City irrevocably
pledges that it shall, in the manner provided by law within the constitutional and
statutory limitations provided by law without the assent of the voters, include in its
annual property tax levy amounts sufficient, together with other money that is lawfully
available, to pay principal of and interest on the Bonds as the same become due. The
full faith, credit and resources of the City are pledged irrevocably for the prompt
payment of the principal of and interest on the Bonds and such pledge shall be
enforceable in mandamus against the City.
Section 11. Sale and Delivery of the Bonds.
(a) Approval of Bond Purchase Agreement; Delivery of Bonds. The Finance
Director is appointed as the City's designated representative authorized to accept an
offer to purchase the Bonds pursuant to the terms of a written Bond Purchase
Agreement, to be presented to the City by the Purchaser if such agreement is
consistent with the terms described herein, and with such additional terms and
covenants as she deems advisable.
(b) Preparation, Execution and Delivery of the Bonds. The Bonds will be
prepared at City expense and will be delivered to the Purchaser in accordance with the
Bond Purchase Agreement, together with the approving legal opinion of Bond Counsel
regarding the Bonds.
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Section 12. Financial Reporting Requirements. The City agrees to provide to
the Purchaser:
(i) via the Electronic Municipal Market Access ("EMMA") system of the
Municipal Securities Rulemaking Board (the "MSRB"), its annual financial
statements by September 30 of each year prepared (except as noted in the
financial statements) in accordance with applicable generally accepted
accounting principles applicable to local governmental units of the State of
Washington such as the City, as such principles may be changed from time to
time, which statements may be unaudited, provided, that if and when audited
financial statements are prepared and available they will be provided; and
(ii) directly to the Purchaser, such additional financial information as the
Purchaser may reasonably request.
Notwithstanding the foregoing, the City and Purchaser agree and acknowledge that
this paragraph does not and is not intended to constitute an "undertaking" to provide
continuing disclosure under Rule 15c-2(12) of the United States Securities and
Exchange Commission, and the Issuer makes no representation regarding its prior
compliance with any such undertaking that it may have entered into with respect to its
outstanding bonds and obligations.
Section 13. General Authorization and Ratification. The appropriate officers of
the City are severally authorized to take such actions and to execute such documents
as in their judgment may be necessary or desirable to carry out the transactions
contemplated in connection with this ordinance, and to do everything necessary for the
prompt delivery of the Bonds to the Purchaser and for the proper application, use and
investment of the proceeds of the Bonds. All actions taken prior to the effective date of
this ordinance in furtherance of the purposes described in this ordinance and not
inconsistent with the terms of this ordinance are ratified and confirmed in all respects.
Section 14. Corrections by City Clerk or Code Reviser. Upon approval of the
City Attorney, the City Clerk and the code reviser are authorized to make necessary
corrections to this ordinance, including the correction of clerical errors; references to
other local, state or federal laws, codes, rules, or regulations; or ordinance numbering
and section/subsection numbering.
Section 15. Severability. The provisions of this ordinance are declared to be
separate and severable. If a court of competent jurisdiction, all appeals having been
exhausted or all appeal periods having run, finds any provision of this ordinance to be
invalid or unenforceable as to any person or circumstance, such offending provision
shall, if feasible, be deemed to be modified to be within the limits of enforceability or
validity. However, if the offending provision cannot be so modified, it shall be null and
void with respect to the particular person or circumstance, and all other provisions of
this ordinance in all other respects, and the offending provision with respect to all other
persons and all other circumstances, shall remain valid and enforceable.
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Section 16. Effective Date. This ordinance or a summary thereof shall be
published in the official newspaper of the City, and shall take effect and be in full force
five days after passage and publication as provided by law.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
a Regular Meeting thereof this I 5T day of���? „,� be./' , 2014.
ATTEST/AUTHENTICATED:
Jay --
Christy O'Flah rty, MMC, City CldK
APPROVED AS TO FORM BY:
Bond Counsel
c
Jim a Berton, r
Filed with the City Clerk: I
Passed by the City Council: -
Published: - -/
Effective Date: J -/ L1
Ordinance Number: `l ld b_S
Attachment: Exhibit A, Description of the Bonds
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(e)
Exhibit A
EXHIBIT A
DESCRIPTION OF THE BONDS
Principal Amount: $3,850,000
Purchase Price: $3,850,000 (par amount of the Bonds)
Interest Payment Dates: June 1 and December 1, commencing June 1, 2015.
Maturity and Interest Rates: The Bonds shall mature on the dates and bear interest at
the initial rates (computed on the basis of a 360 -day year of
twelve 30 -day months), as follows:
City of Tukwila, Washington
Limited Tax General Obligation Bonds, 2014 (Taxable)
Maturity
Principal
Interest
Maturity
Principal
Interest
(Dec 1)
Rate
(Dec 1)
Amount
Rate
2015
_Amount_
$141,000
0.85%
2021
$ 165,000
3.93%
2016
149,000
1.17
2022
172,000
4.32
2017
150,000
1.60
2023
179,000
4.63
2018
153,000
2.17
2024
187,000
4.86
2019
156,000
2.67
2020
160,000
3.26
2034
2,238,000
2.85")
(1) Commencing January 1, 2019, interest on those Bonds maturing December 1, 2034, will
be adjusted to the 5 -year Advance Fixed Bullet Rate, as quoted by the Seattle Federal
Loan Bank from time to time, divided by 0.65, which will remain in effect through and
including December 31, 2024. Commencing January 1, 2025, interest on those Bonds
maturing December 1, 2034, will be adjusted to the 5 -year Advance Fixed Bullet Rate, as
quoted by the Seattle Federal Loan Bank from time to time, divided by 0.65, which will
remain in effect through and including December 31, 2029. Commencing January 1, 2030,
interest on those Bonds maturing December 1, 2034, will be adjusted to the 5 -year
Advance Fixed Bullet Rate, as quoted by the Seattle Federal Loan Bank from time to time,
divided by 0.65, which will remain in effect through and including December 1, 2034.
Optional Redemption: The Bonds maturing on and after December 1, 2020, are
subject to redemption in whole or in part on or after
December 1, 2019, without penalty at any time, upon 30 days
written notice to the Registered Owner(s) of the Bond(s) to be
redeemed.
A-1
(f} Mandatory Redemption: The Bond due on December 1, 2034 will be paid in annual
principal installments, plus accrued interest, on December 1
in the years and amounts as follows:
Term Bonds Maturing 2034
Mandatory
Redemption
Years
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034*
"Maturity.
A-2
Mandatory
Redemption
Amounts
$197,000
202,000
208,000
214,000
220,000
226,000
233,000
239,000
246,000
253,000
CERTIFICATION
I, the undersigned, City Clerk of the City of Tukwila, Washington (the "City"), hereby
certify as follows:
1. The attached copy of Ordinance NoX (the "Ordinance") is a full, true and
correct copy of an ordinance duly passed at a regular meeting of the City Council of the
City held at the regular meeting place thereof on December 1, 2014, as that ordinance
appears on the minute book of the City.
2. The Ordinance will be in full force and effect five days after publication in the
City's official newspaper, which publication date is December 4, 2014.
3. A quorum of the members of the City Council was present throughout the
meeting and a majority of the members voted in the proper manner for the passage of
the Ordinance.
Dated: December 1, 2014.
CITY OF TUKWILA, WASHINGTON
1
L
Christy O'Flahert , MMC, City Clerk
Zions Bank
Tukwila
1of
Washington
Ordinance No.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 2464,
SECTION 4 (PART) AND SECTION 5, AND AMENDING EXHIBIT
A OF ORDINANCE NO. 2465, TO CONFORM DEBT SERVICE
PAYMENT DATES; AND PROVIDING FOR OTHER PROPERLY
RELATED MATTERS; PROVIDING FOR SEVERABILITY; AND
ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the City previously issued its Limited Tax General Obligation Bond
Anticipation Note, 2014 (the "Note") pursuant to Ordinance No. 2464, and its Limited
Tax General Obligation Bonds, 2014 (the "Bonds") pursuant to Ordinance No. 2465;
and
WHEREAS, this amendment is necessary to conform the debt service payment
dates set forth in Ordinance No. 2464 and Ordinance No. 2465, respectively, to the
dates specified at closing by the purchasers of the Note and the Bonds, respectively;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Ordinance No. 2464, Section 4, Amended. Except as amended by
this ordinance, all other provisions of Ordinance No. 2464 shall remain in full force and
effect and all actions taken at any time prior to the effective date of this ordinance,
which are consistent with Ordinance No. 2464 as so amended, are hereby ratified and
confirmed in all respects.
Section 4 of Ordinance No. 2464, subparagraphs B and C, are hereby amended to
read as set forth below. (Additions are double underlined and deletions are enclosed in
double parentheses and struck through.)
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Terms of the Note.
B. Interest. Each Draw shall bear interest at the Interest Rate selected by the
City from the Date of each Draw, which shall be computed on the basis of a year of 360
days for the actual number of days elapsed. The City Finance Director shall designate
the Fixed Rate or the applicable Variable Rate Period with respect to each Draw in the
Draw Request. So long as no Event of Default has occurred and is continuing, interest
shall accrue on each Draw at the applicable Interest Rate. Upon the occurrence of an
Event of Default and until such default is cured, the Bank may, at its option, impose the
Default Rate.
Interest on the outstanding principal amount of the Note will be paid quarterly,
beginning ((April))March 1, 2015, and each ((Apf4))March 1, June 1, September 1 and
December 1 thereafter, to and including the Maturity Date. If the first day of a calendar
month is not a Business Day, the payment shall be due on the next succeeding
Business Day.
The City may elect to convert any Fixed Rate Draw to a Variable Rate as set forth
in the Line of Credit Agreement, and may convert any Variable Rate Draw to a different
Variable Rate Period or to a Fixed Rate at the expiration of any Variable Rate Period.
Unless the City affirmatively elects a new Variable Rate Period in writing received by the
Bank on or before 2:00 p.m. (Pacific Time) on the last Business Day of a Variable Rate
Period for a specific Draw, the Interest Rate for such Draw shall be renewed for a
successive Variable Rate Period of the same length as the expiring Variable Rate
Period. Notwithstanding the foregoing, the Finance Director may consent to different
terms in the Line of Credit Agreement regarding the Variable Rate Periods and indices
available and regarding conversion of interest rate modes, if she deems the terms in the
Line of Credit Agreement to be in the City's best interests.
C. Commitment Fee. The City agrees to pay a commitment fee of 0.50% on the
average daily balance of the unused portion of the commitment amount (i.e., the.
maximum stated amount of the Note, less the sum of all Draws) calculated on the basis
of a 360 -day year and the actual days elapsed. The commitment fee shall be payable
quarterly in arrears on each interest payment date, commencing on ((Apr4))March 1,
2015.
Section 2. Ordinance No. 2464, Section 5, Amended. Except as amended by
this ordinance, all other provisions of Ordinance No. 2464 shall remain in full force and
effect and all actions taken at any time prior to the effective date of this ordinance,
which are consistent with Ordinance No. 2464 as so amended, are hereby ratified and
confirmed in all respects.
Section 5 of Ordinance No. 2464 is hereby amended to read as set forth below.
(Additions are double underlined and deletions are enclosed in double parentheses and
struck through.)
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Term Out Provision. If, on the Maturity Date, the City is unable to pay the
principal of or interest on the Note then due and payable in full and no Event of Default
has occurred and is continuing, the Maturity Date shall be extended for a term of one
year, to December 1, 2018. This period shall be referred to as the "Term Out Period."
Interest on the outstanding principal amount shall accrue from and after December 1,
2017 at a rate equal to the Fixed Rate plus 2.0%, calculated on the basis of a year of
360 days for the actual number of days elapsed. Interest and Principal shall be due and
payable in four approximately equal quarterly installments, on ((Apf4))March 1, 2018,
June 1, 2018, September 1, 2018 and December 1, 2018. The maximum term of the
Note issued under this ordinance shall not be extended beyond December 1, 2018
without written approval by the Bank accepted by the City Council.
Section 3. Exhibit A to Ordinance No. 2465 Amended. Except as amended by
this ordinance, all other provisions of Ordinance No. 2465 shall remain in full force and
effect and all actions taken at any time prior to the effective date of this amendatory
ordinance, which are consistent with Ordinance No. 2465 as so amended, are hereby
ratified and confirmed in all respects.
Exhibit A of Ordinance No. 2465 is hereby amended to read as set forth in Exhibit A
to this ordinance. (Additions are double underlined and deletions are enclosed in
double parentheses and struck through.)
Section 4. General Authorization and Ratification. The appropriate officers of
the City are severally authorized to take such actions and to execute such documents
as in their judgment may be necessary or desirable to carry out the transactions
contemplated in connection with this ordinance, and to do everything necessary for the
prompt delivery of the Bonds to the Purchaser and for the proper application, use and
investment of the proceeds of the Bonds. All actions taken prior to the effective date of
this ordinance in furtherance of the purposes described in this ordinance and not
inconsistent with the terms of this ordinance are ratified and confirmed in all respects.
Section S. Corrections by City Clerk or Code Reviser. Upon approval of the
City Attorney, the City Clerk and the code reviser are authorized to make necessary
corrections to this ordinance, including the correction of clerical errors; references to
other local, state or federal laws, codes, rules, or regulations; or ordinance numbering
and section/subsection numbering.
Section 6. Severability. The provisions of this ordinance are declared to be
separate and severable. If a court of competent jurisdiction, all appeals having been
exhausted or all appeal periods having run, finds any provision of this ordinance to be
invalid or unenforceable as to any person or circumstance, such offending provision
shall, if feasible, be deemed to be modified to be within the limits, of enforceability or
validity. However, if the offending provision cannot be so modified, it shall be null and
void with respect to the particular person or circumstance, and all other provisions of
this ordinance in all other respects, and the offending provision with respect to all other
persons and all other circumstances, shall remain valid and enforceable.
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Section 7. Effective Date. This ordinance or a summary thereof shall be published
in the official newspaper of the City, and shall take effect and be in full force five days
after passage and publication as provided by law.
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
a Regular Meeting thereof this. j 7",4 day of r,_, 2015.
ATTEST/AUTHENTICATED:
Cj: n 4L,
Aa,)
Christy O'Flahe y, MMC, City Clerk
APPROVED AS TO FORM BY:
Bond Counsel
Ji ggerto or
Filed with the City Clerk: -1
Passed by the City Council:
Published: _
Effective Date: c(—/
Ordinance Number: ?qj
Attachment: Exhibit A, Description of the Bonds
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(a)
(b)
(c)
(d)
(e)
Exhibit A
EXHIBIT A
DESCRIPTION OF THE BONDS
Principal Amount: $3,850,000
Purchase Price: $3,850,000 (par amount of the Bonds)
Interest Payment Dates: June 1 and December 1, commencing June 1, 2015.
Maturity and Interest Rates: The Bonds shall mature on the dates and bear interest at
the initial rates (computed on the basis of a 360 -day year of
twelve 30 -day months), as follows:
City of Tukwila, Washington
Limited Tax General Obligation Bonds, 2014 (Taxable)
Maturity
Principal
Interest
Maturity
Principal
Interest
(Dec 1)
Amount
Rate
(Dec 1)
Amount
Rate
2015
$141,000
0.85%
2021
$ 165,000
3.93%
2016
149,000
1.17
2022
172,000
4.32
2017
150,000
1.60
2023
179,000
4.63
2018
153,000
2.17
2024
187,000
4.86
2019
156,000
2.67
2020
160,000
3.26
2034
2,238,000
2.85(')
(1) CommencingDecember((JanuaFy)) 1, 2019, interest on those Bonds maturing
December 1, 2034, will be adjusted to the 5 -year Advance Fixed Bullet Rate, as quoted by
the Seattle Federal Loan Bank from time to time, divided by 0.65, which will remain in
effect through and including ((Dese+Aber--31)), 2024. Commencing
December 1 02o)), interest on those Bonds maturing December 1,
2034, will be adjusted to the 5 -year Advance Fixed Bullet Rate, as quoted by the Seattle
Federal Loan Bank from time to time, divided by 0.65, which will remain in effect through
and including November 30((DeGember 31)), 2029. Commencing December 1 2029
((JanuaFy 1, 2030)), interest on those Bonds maturing December 1, 2034, will be adjusted
to the 5 -year Advance Fixed Bullet Rate, as quoted by the Seattle Federal Loan Bank from
time to time, divided by 0.65, which will remain in effect through and including December 1,
2034.
Optional Redemption: The Bonds maturing on and after December 1, 2020, are
subject to redemption in whole or in part on or after
December 1, 2019, without penalty at any time, upon 30 days
written notice to the Registered Owner(s) of the Bond(s) to be
redeemed.
U'
(f)
Mandatory Redemption: The Bond due on December 1, 2034 will be paid in annual
principal installments, plus accrued interest, on December 1
in the years and amounts as follows:
Term Bonds Maturing 2034
Mandatory
Redemption
Years
Mandatory
Redemption
Amounts
2025
$197,000
2026
202,000
2027
208,000
2028
214,000
2029
220,000
2030
226,000
2031
233,000
2032
239,000
2033
246,000
2034*
253,000
"Maturity.
A-2
CERTIFICATION
I, the undersigned, City Clerk of the City of Tukwila, Washington (the "City"), hereby
certify as follows:
1. The attached copy of Ordinance No. (the "Ordinance") is a full, true and
correct copy of an ordinance duly passed at a regular meeting of the City Council of the
City held at the regular meeting place thereof on 2015, as that
ordinance appears on the minute book of the City.
2. The Ordinance will be in full force and effect five days after publication in the
City's official newspaper, which publication date is , 2015.
3. A quorum of the members of the City Council was present throughout the
meeting and a majority of the members voted in the proper manner for the passage of
the Ordinance.
Dated: 12015.
CITY OF TUKWILA, WASHINGTON
Christy O'Flaherty, MMC, City Clerk
City of Tukwila Public Notice of Ordinance Adoption for Ordinances 2471-2473.
On March 16, 2015 the City Council of the City of Tukwila, Washington, adopted the
following ordinances, the main points of which are summarized by title as follows:
Ordinance 2471: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, RELATING TO CONTRACTING INDEBTEDNESS;
PROVIDING FOR THE ISSUANCE, SALE AND DELIVERY OF NOT TO EXCEED
$6,250,000 AGGREGATE PRINCIPAL AMOUNT OF LIMITED TAX GENERAL
OBLIGATION BONDS TO PROVIDE FUNDS TO PAY OR REIMBURSE THE CITY FOR
THE COST OF ROAD CONSTRUCTION AND IMPROVEMENT PROJECTS AND TO
PAY THE COSTS OF ISSUANCE AND SALE OF THE BONDS; FIXING OR SETTING
PARAMETERS WITH RESPECT TO CERTAIN TERMS AND COVENANTS OF THE
BONDS; APPOINTING THE CITY'S DESIGNATED REPRESENTATIVE TO APPROVE
THE FINAL TERMS OF THE SALE OF THE BONDS; AND PROVIDING FOR OTHER
RELATED MATTERS; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN
EFFECTIVE DATE.
Ordinance 2472: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AMENDING ORDINANCE NO. 2464, SECTION 4 (PART)
AND SECTION 5, AND AMENDING EXHIBIT A OF ORDINANCE NO. 2465, TO
CONFORM DEBT SERVICE PAYMENT DATES; AND PROVIDING FOR OTHER
PROPERLY RELATED MATTERS; PROVIDING FOR SEVERABILITY; AND
ESTABLISHING AN EFFECTIVE DATE.
Ordinance 2473: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, APPROVING AND AUTHORIZING THE DEVELOPMENT
AGREEMENT WITH TUKWILA TSD, LLC, FOR THE SHARED USE OF PARKING IN
THE PUBLIC RIGHT-OF-WAY OF CHRISTENSEN ROAD AS IT RELATES TO THE
PLANNED DEVELOPMENT OF A HOTEL LOCATED AT 90 ANDOVER PARK EAST;
PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
The full text of these ordinances will be provided upon request.
Christy O'Flaherty, MMC, City Clerk
Published Seattle Times: March 19, 2015
From: Vicky Carlsen <Vicky.Carise n2TukwilaWA.gov>
Sent: Wednesday, May 26, 20214:30 PM
To: Andrew Face <Andrew.Face@zionsbancorp.com>
Cc: Duncan Brown <browndpfm.com>; Steven Amano <amar:os @ pfm.com>; Deanna Gregory
<Deanna.Greory2pacificalawgroup.com>
Subject: Prepayment of 2014 LTGO
Hello Andrew,
The City of Tukwila would like to prepay our Limited Tax General Obligation Bond, 2014 on June 8,
2021. 1 do understand that you will need to confirm if this will be acceptable given that we are giving
less than 30 days' notice.
Please let me know if you need additional information in order for us to move forward with the
prepayment.
Warm Regards,
Vicky Carlsen
Finance Director
City of Tukwila
Phone: 206-433-1839
Fax: 206-433-1833
Email: Vickv.Carisen@TukwilaWA.gov
City of Opportunity — Community of Choice
ESCROW DEPOSIT AGREEMENT
CITY OF TUKWILA, WASHINGTON
LIMITED TAX GENERAL OBLIGATION REFUNDING BOND, 2021C (TAXABLE)
THIS ESCROW DEPOSIT AGREEMENT, dated June 8, 2021 (herein, together with any
amendments or supplements hereto, called the "Agreement") is entered into by and between City
of Tukwila, Washington (the "City") and U.S. Bank National Association, Seattle, Washington,
as Escrow Agent (herein, together with any successor in such capacity, called the "Escrow
Agent"). The notice addresses of the City and the Escrow Agent are shown on Exhibit A
attached hereto and made a part hereof.
WITNESSETH:
WHEREAS, the City has issued and there presently remain outstanding the obligations
described in Exhibit B attached hereto (the "Refunded Bonds"); and
WHEREAS, pursuant to Ordinance No. 2654 passed by the City Council of the City on
May 17, 2021 (the "Bond Ordinance"), the City has issued its Limited Tax General Obligation
Refunding Bond, 2021 C (Taxable) (the "2021 C Bond"); and
WHEREAS, the proceeds of the 2021C Bond will be used for the purpose of providing
funds to pay the costs of refunding the Refunded Bonds; and
WHEREAS, pursuant to the Bond Ordinance, the Refunded Bonds have been designated
for redemption prior to their scheduled maturity dates;
NOW, THEREFORE, in consideration of the mutual undertakings, promises and
agreements herein contained, the sufficiency of which hereby are acknowledged, and to secure
the full and timely payment of principal of and the interest on the Refunded Bonds, the City and
the Escrow Agent mutually undertake, promise and agree for themselves and their respective
representatives and successors, as follows:
Article 1. Definitions
Section 1.1. Definitions.
Unless the context clearly indicates otherwise, the following terms shall have the
meanings assigned to them below when they are used in this Agreement:
Escrow Fund means the fund created by this Agreement to be established, held and
administered by the Escrow Agent pursuant to the provisions of this Agreement.
Government Obligations shall have the meaning set forth in RCW 39.53.010.
Paying Agent means the fiscal agent of the State of Washington, as the paying agent for
the Refunded Bonds.
Section 1.2. Other Definitions.
The terms "Agreement," "City," "Escrow Agent," "Bond Ordinance," "Refunded
Bonds," and "2021C Bond" when they are used in this Agreement, shall have the meanings
assigned to them in the preamble to this Agreement.
Section 1.3. Interpretations.
The titles and headings of the articles and sections of this Agreement have been inserted
for convenience and reference only and are not to be considered a part hereof and shall not in any
way modify or restrict the terms hereof. This Agreement and all of the terms and provisions
hereof shall be liberally construed to effectuate the purposes set forth herein and to achieve the
intended purpose of providing for the refunding of the Refunded Bonds in accordance with
applicable law.
Article 2. Deposit of Funds
Section 2.1. Deposits in the Escrow Fund.
Concurrently with the sale and delivery of the 2021C Bond, the City shall deposit, or
cause to be deposited, with the Escrow Agent, for deposit in accounts held in the Escrow Fund
(as defined below), the funds (from the proceeds of the 2021C Bond and other available funds of
the City, if any) sufficient to refund the Refunded Bonds and the Escrow Agent shall, upon the
receipt thereof, acknowledge such receipt to the City in writing.
Article 3. Creation and Operation of Escrow Fund
Section 3.1. Escrow Fund.
The Escrow Agent has created on its books a special trust fund and irrevocable escrow
account (the "Escrow Fund") and accounts held therein. The Escrow Agent hereby agrees that
upon receipt thereof it will deposit to the credit of the Escrow Fund the funds described in
Exhibit D attached hereto. Such deposit, all proceeds therefrom, and all cash balances from time
to time on deposit therein (a) shall be the property of the Escrow Fund, (b) shall be applied only
in strict conformity with the terms and conditions of this Agreement, and (c) are hereby
irrevocably pledged to the payment of the principal of and interest on the Refunded Bonds as set
forth in Ordinance No. 2361 passed by the City Council of the City on December 5, 2011
(the "Refunded Bond Ordinance"), which payment shall be made by timely transfers of such
amounts at such times as are provided for in Section 3.2 hereof. When the final transfers have
been made for the payment of such principal of and interest on the Refunded Bonds, any balance
then remaining in the Escrow Fund if any, shall be transferred to the City, and the Escrow Agent
shall thereupon be discharged from any further duties hereunder.
2
Section 3.2. Payment of Principal and Interest.
The Escrow Agent is hereby irrevocably instructed to transfer to the Paying Agent from
the cash balances from time to time on deposit in the Escrow Fund, the amounts required to pay
the principal of the Refunded Bonds at their redemption date and interest thereon to such
redemption date in the amounts and at the times shown in Exhibit C attached hereto.
Section 3.3. Sufficiency of Escrow Fund.
The City represents that the cash balance on deposit from time to time in the Escrow
Fund will be at all times sufficient to provide moneys for transfer to the Paying Agent at the
times and in the amounts required to pay the interest on the Refunded Bonds as such interest
comes due and the principal of the Refunded Bonds as the Refunded Bonds are paid on an
optional redemption date prior to maturity, all as more fully set forth in Exhibit E attached hereto
and as required for the legal defeasance of the Refunded Bonds under the terms of the Refunded
Bond Ordinance. If, for any reason, at any time, the cash balances on deposit or scheduled to be
on deposit in the Escrow Fund shall be insufficient to transfer the amounts required by the
Paying Agent to make the payments set forth in Section 3.2. hereof, the City shall timely deposit
in the Escrow Fund, from any funds that are lawfully available therefor, additional funds in the
amounts required to make such payments. Notice of any such insufficiency shall be given
promptly as hereinafter provided, but the Escrow Agent shall not in any manner be responsible
for any insufficiency of funds in the Escrow Fund or the City's failure to make additional
deposits thereto.
Section 3.4. Trust Fund.
The Escrow Agent or its affiliate, shall hold at all times the assets of the Escrow Fund
wholly segregated from all other funds and securities on deposit with the Escrow Agent; it shall
never allow the assets of the Escrow Fund to be commingled with any other funds or securities
of the Escrow Agent; and it shall hold and dispose of the assets of the Escrow Fund only as set
forth herein. The assets of the Escrow Fund shall always be maintained by the Escrow Agent as
trust funds for the benefit of the owners of the Refunded Bonds; and a special account thereof
shall at all times be maintained on the books of the Escrow Agent. The assets of the Escrow
Fund are irrevocably pledged to the redemption and defeasance of the Refunded Bonds, and the
owners of the Refunded Bonds shall be entitled to receive payment of the principal of and
interest on the Refunded Bonds from the Escrow Fund, as set forth in the Refunded Bond
Ordinance. The amounts received by the Escrow Agent under this Agreement shall not be
considered as a banking deposit by the City, and the Escrow Agent shall have no right to title
with respect thereto except as a trustee and Escrow Agent under the terms of this Agreement.
The amounts received by the Escrow Agent under this Agreement shall not be subject to
warrants, drafts or checks drawn by the City or, except to the extent expressly herein provided,
by the Paying Agent.
to
J
Article 4. Limitation on Investments
Section 4.1. Investments.
The Escrow Agent shall not have any power or duty to invest or reinvest any money held
hereunder.
Article 5. Application of Cash Balances
Section 5.1. In General.
Except as provided in Section 2.1 and 3.2 hereof, no withdrawals, transfers or
reinvestment shall be made of cash balances in the Escrow Fund. Cash balances shall be held by
the Escrow Agent in United States currency as cash balances as shown on the books and records
of the Escrow Agent and, except as provided herein, shall not be reinvested by the Escrow
Agent; provided, however, a conversion to currency shall not be required (i) for so long as the
Escrow Agent's internal rate of return does not exceed 20%, or (ii) if the Escrow Agent's
internal rate of return exceeds 20%, the Escrow Agent receives a letter of instructions,
accompanied by the opinion of nationally recognized bond counsel, approving the assumed
reinvestment of such proceeds at such higher yield.
Article 6. Redemption of Refunded Bonds
Section 6.1. Call for Redemption.
The City hereby irrevocably calls the Refunded Bonds for redemption on their earliest
redemption date, as shown in Appendix A attached hereto.
Section 6.2. Notice of Redemption/Defeasance.
The Escrow Agent agrees to give a notice of redemption and defeasance of the Refunded
Bonds pursuant to the terms of the Refunded Bonds and in substantially the forms attached
hereto as Appendices A and B to the Paying Agent for distribution as described therein. The
notice of redemption and the notice of defeasance shall be given in accordance with the
Refunded Bond Ordinance. The Escrow Agent hereby certifies that provision satisfactory and
acceptable to the Escrow Agent has been made for the giving of notice of redemption and
defeasance of the Refunded Bonds.
Article 7. Records and Reports
Section 7.1. Records.
The Escrow Agent will keep books of record and account in which complete and accurate
entries shall be made of all transactions relating to the receipts, disbursements, allocations and
application of the money deposited to the Escrow Fund and all proceeds thereof, and such books
4
shall be available for inspection during business hours and after reasonable notice by the parties
hereto and by the owners of the Refunded Bonds.
Section 7.2. Reports.
While this Agreement remains in effect, the Escrow Agent semi-annually shall prepare
and send to the City a written report summarizing all transactions relating to the Escrow Fund
during the preceding six months, including, without limitation, credits to the Escrow Fund as a
result of transfers from the Escrow Fund for payments on the Refunded Bonds or otherwise,
together with a detailed statement of the cash balance on deposit in the Escrow Fund as of the
end of such period.
Article 8. Concerning the Escrow Agent
Section 8.1. Representations.
The Escrow Agent hereby represents that it has all necessary power and authority to enter
into this Agreement and undertake the obligations and responsibilities imposed upon it herein,
and that it will carry out all of its obligations hereunder.
Section 8.2. Limitation on Liability.
The liability of the Escrow Agent to transfer funds for the payment of the principal of and
interest on the Refunded Bonds shall be limited to the cash balances on deposit in the Escrow
Fund. Notwithstanding any provision contained herein to the contrary, the Escrow Agent shall
have no liability whatsoever for the insufficiency of funds from time to time in the Escrow Fund,
except for the obligation to notify the City promptly of any such occurrence.
The recitals herein and in the proceedings authorizing the 2021C Bond shall be taken as
the statements of the City and shall not be considered as made by, or imposing any obligation or
liability upon, the Escrow Agent.
The Escrow Agent is not a party to the proceedings authorizing the 2021C Bond or the
Refunded Bonds and is not responsible for nor bound by any of the provisions thereof. In its
capacity as Escrow Agent, it is agreed that the Escrow Agent need look only to the terms and
provisions of this Agreement.
The Escrow Agent makes no representations as to the value, conditions or sufficiency of
the Escrow Fund, or any part thereof, or as to the title of the City thereto, or as to the security
afforded thereby or hereby, and the Escrow Agent shall not incur any liability or responsibility in
respect to any of such matters.
It is the intention of the parties hereto that the Escrow Agent shall never be required to
use or advance its own funds or otherwise incur personal financial liability in the performance of
any of its duties or the exercise of any of its rights and powers hereunder.
The Escrow Agent shall not be liable for any action taken or neglected to be taken by it in
good faith in any exercise of reasonable care and believed by it to be within the discretion or
power conferred upon it by this Agreement, nor shall the Escrow Agent be responsible for the
consequences of any error of judgment; and the Escrow Agent shall not be answerable except for
its own neglect or willful misconduct, nor for any loss unless the same shall have been through
its negligence or bad faith.
Unless it is specifically otherwise provided herein, the Escrow Agent has no duty to
determine or inquire into the happening or occurrence of any event or contingency or the
performance or failure of performance of the City with respect to arrangements or contracts with
others, with the Escrow Agent's sole duty hereunder being to safeguard the Escrow Fund, to
dispose of and deliver the same in accordance with this Agreement. If, however, the Escrow
Agent is called upon by the terms of this Agreement to determine the occurrence of any event or
contingency, the Escrow Agent shall be obligated, in making such determination, only to
exercise reasonable care and diligence, and in event of error in making such determination the
Escrow Agent shall be liable only for its own willful misconduct or its negligence. In
determining the occurrence of any such event or contingency the Escrow Agent may request
from the City or any other person such reasonable additional evidence as the Escrow Agent in its
discretion may deem necessary to determine any fact relating to the occurrence of such event or
contingency, and in this connection may make inquiries of, and consult with, among others, the
City at any time.
Section 8.3. Compensation.
The City shall pay to the Escrow Agent fees for performing the services hereunder and
for the expenses incurred or to be incurred by the Escrow Agent in the administration of this
Agreement pursuant to the terms of the Fee Schedule dated as of June 8, 2021. The Escrow
Agent hereby agrees that in no event shall it ever assert any claim or lien against the Escrow
Fund for any fees for its services, whether regular or extraordinary, as Escrow Agent, or in any
other capacity, or for reimbursement for any of its expenses as Escrow Agent or in any other
capacity.
Section 8A. Successor Escrow Agents.
Any corporation, association or other entity into which the Escrow Agent may be
converted or merged, or with which it may be consolidated, or to which it may sell or otherwise
transfer all or substantially all of its corporate trust assets and business or any corporation,
association or other entity resulting from any such conversion, sale, merger, consolidation or
other transfer to which it is a parry, ipso facto, shall be and become successor Escrow Agent
hereunder, vested with all other matters as was its predecessor, without the execution or filing of
any instrument or any further act on the part of the parties hereto, notwithstanding anything
herein to the contrary.
If at any time the Escrow Agent or its legal successor or successors should become
unable, through operation or law or otherwise, to act as Escrow Agent hereunder, or if its
property and affairs shall be taken under the control of any state or federal court or
0
administrative body because of insolvency or bankruptcy or for any other reason, a vacancy shall
forthwith exist in the office of Escrow Agent hereunder. In such event, the City, by appropriate
action, promptly shall appoint an Escrow Agent to fill such vacancy. If no successor Escrow
Agent shall have been appointed by the City within 60 days, a successor may be appointed by the
owners of a majority in principal amount of the Refunded Bonds then outstanding by an
instrument or instruments in writing filed with the City, signed by such owners or by their duly
authorized attorneys -in -fact. If, in a proper case, no appointment of a successor Escrow Agent
shall be made pursuant to the foregoing provisions of this section within three months after a
vacancy shall have occurred, the owner of any Refunded Bond may apply to any court of
competent jurisdiction to appoint a successor Escrow Agent. Such court may thereupon, after
such notice, if any, as it may deem proper, prescribe and appoint a successor Escrow Agent.
Any successor Escrow Agent shall be a corporation organized or doing business under
the laws of the United States or the State of Washington, authorized under such laws to exercise
corporate trust powers, having a combined capital and surplus of at least $100,000,000 and
subject to the supervision or examination by federal or state authority.
Any successor Escrow Agent shall execute, acknowledge and deliver to the City and the
Escrow Agent an instrument accepting such appointment hereunder, and the Escrow Agent shall
execute and deliver an instrument transferring to such successor Escrow Agent, subject to the
terms of this Agreement, all the rights, powers and trusts of the Escrow Agent hereunder. Upon
the request of any such successor Escrow Agent, the City shall execute any and all instruments in
writing for more fully and certainly vesting in and confirming to such successor Escrow Agent
all such rights, powers and duties.
The obligations assumed by the Escrow Agent pursuant to this Agreement may be
transferred by the Escrow Agent to a successor Escrow Agent if (a) the requirements of this
Section 8.4 and the Refunded Bond Ordinance are satisfied; (b) the successor Escrow Agent has
assumed all the obligations of the Escrow Agent under this Agreement; and (c) all of the money
held by the Escrow Agent pursuant to this Agreement have been duly transferred to such
successor Escrow Agent.
Article 9. Costs of Issuance
[Reserved]
Article 10. Miscellaneous
Section 10.1. Notice.
Any notice, authorization, request, or demand required or permitted to be given
hereunder shall be in writing and shall be deemed to have been duly given when mailed or sent
by email or delivery service to the City or the Escrow Agent at the address shown on Exhibit A
attached hereto. Any party hereto may change the address to which notices are to be delivered
by giving to the other parties not less than ten days prior notice thereof.
7
Section 10.2. Termination of Responsibilities.
Upon the taking of all the actions as described herein by the Escrow Agent, the Escrow
Agent shall have no further obligations or responsibilities hereunder to the City, the owners of
the Refunded Bonds or to any other person or persons in connection with this Agreement.
Section 10.3. Binding Agreement.
This Agreement shall be binding upon the City and the Escrow Agent and their respective
successors and legal representatives, and shall inure solely to the benefit of the owners of the
Refunded Bonds, the City, the Escrow Agent and their respective successors and legal
representatives.
Section 10.4. Severability.
In case any one or more of the provisions contained in this Agreement shall for any
reason be held to be invalid, illegal or unenforceable in any respect, such invalidity, illegality or
unenforceability shall not affect any other provisions of this Agreement, but this Agreement shall
be construed as if such invalid or illegal or unenforceable provision had never been contained
herein.
Section 10.5. Washington Law Governs.
This Agreement shall be governed exclusively by the provisions hereof and by the
applicable laws of the State of Washington.
Section 10.6. Time of the Essence.
Time shall be of the essence in the performance of obligations from time to time imposed
upon the Escrow Agent by this Agreement.
Section 10.7. Notice to Rating Agencies.
In the event that this Agreement or any provision thereof is severed, amended or revoked,
the City shall provide written notice of such severance, amendment or revocation to the rating
agency rating the Refunded Bonds.
Section 10.8. Amendments.
This Agreement shall not be amended except to cure any ambiguity or formal defect or
omission in this Agreement. No amendment shall be effective unless the same shall be in
writing and signed by the parties thereto. No such amendment shall adversely affect the rights of
the holders of the Refunded Bonds. No such amendment shall be made without first receiving
written confirmation from the rating agencies (if any) which have rated the Refunded Bonds that
such administrative changes will not result in a withdrawal or reduction of its rating then
assigned to the Refunded Bonds. If this Agreement is amended, prior written notice and copies
8
of the proposed changes shall be given to the rating agencies which have rated the Refunded
Bonds.
EXECUTED as of the date first written above.
CITY OF TUKWILA, WASHINGTON
B
Vi y Carlsen, Finance Director
U.S. BANK NATIONAL ASSOCIATION
Authorized Officer
Exhibit A —
Addresses of the City and the Escrow Agent
Exhibit B —
Description of the Refunded Bonds
Exhibit C —
Schedule of Debt Service on Refunded Bonds
Exhibit D —
Description of Beginning Cash Deposit
Exhibit E
Escrow Fund Cash Flow for the Refunded Bonds
Appendix A
Notice of Redemption for the Refunded Bonds
Appendix B —
Notice of Defeasance for the Refunded Bonds
6
of the proposed changes shall be given to the rating agencies which have rated the Refunded
Bonds.
EXECUTED as of the date first written above.
CITY OF TUKWILA, WASHINGTON
By:
Vicky Carlsen, Finance Director
U.S. BANK NATIONAL ASSOCIATION
BO� 4-OIX
Autho zed O icer
Exhibit A —
Addresses of the City and the Escrow Agent
Exhibit B —
Description of the Refunded Bonds
Exhibit C —
Schedule of Debt Service on Refunded Bonds
Exhibit D —
Description of Beginning Cash Deposit
Exhibit E —
Escrow Fund Cash Flow for the Refunded Bonds
Appendix A —
Notice of Redemption for the Refunded Bonds
Appendix B —
Notice of Defeasance for the Refunded Bonds
N
EXHIBIT A
Addresses of the City and Escrow Agent
City: City of Tukwila
6200 Southcenter Blvd
Tukwila, Washington
(206) 433-1839
Attention: Finance Director
Escrow Agent: U.S. Bank National Association
Global Corporate Trust Services
1420 Fifth Avenue, 7th Floor
Seattle, WA 98101
Attention: Aaron Fong, Assistant Vice President
A-1
EXHIBIT B
Description of the Refunded Bonds
City of Tukwila, Washington
Limited Tax General Obligation Refunding Bonds, 2011
(the "Refunded Bonds")
Maturity Dates Principal Interest
(December 1) Amount Rates
2022 $520,000 3.00%
2023 530,000 3.00
EXHIBIT C
Schedule of Debt Service on the Refunded Bonds
C-1
EXHIBIT D
Escrow Deposit for the 2021C Bond
Cash: $1,065,750.00
II. Other Obligations: None
D-1
EXHIBIT E
Escrow Fund Cash Flow for the Refunded Bonds
Escrow
Date Requirement+: « .s Balance
06108/2021 1,065,750M 1.065,750.00 1.065,7ATI,
12101/2021 0 1 1!-1.065,750.00
Egli. t i1 i. t 1i ► i1
E-1
APPENDIX A
NOTICE OF REDEMPTION'S
City of Tukwila, Washington
Limited Tax General Obligation Refunding Bonds, 2011
NOTICE IS HEREBY GIVEN that City of Tukwila, Washington (the "City") has called
for redemption on December 1, 2021 its outstanding Limited Tax General Obligation Refunding
Bonds, 2011 (the "Bonds").
The Bonds to be refunded will be redeemed at a price of one hundred percent (100%) of
their principal amount, plus interest accrued to December 1, 2021. The redemption price of the
Bonds is payable on presentation and surrender of the Bonds at the office of-
U.S.
£
U.S. Bank National Association
Global Corporate Trust Services
111 Fillmore Ave E
St. Paul, MN 55107
Interest on the Bonds to be refunded or portions thereof which are redeemed shall cease
to accrue on December 1, 2021.
The following Bonds are being redeemed:
Maturity Dates
Principal
Interest
CUSIP
(December 1)
Amount
Rates
Numbers
2022
$ 520,000
3.00%
899052GP3
2023
530,000
3.00
899052GQI
By Order of City of Tukwila, Washington
U.S. Bank National Association, as Paying Agent
Dated:
Withholding of 28% of gross redemption proceeds of any payment made within the
United States may be required by the Jobs and Growth Tax Relief Reconciliation Act of 2003
(the "Act") unless the Paying Agent has the correct taxpayer identification number (social
security or employer identification number) or exemption certificate of the payee. Please furnish
a properly completed Form W-9 or exemption certificate or equivalent when presenting your
Bonds.
* This notice shall be given not more than 60 nor less than 20 days prior to December 1, 2021 as provided in the
Ordinance authorizing the issuance of the Bonds to the Municipal Securities Rulemaking Board at
http://emma.msrb.org/.
Appendix A - Page 1
APPENDIX B
NOTICE OF DEFEASANCE*
City of Tukwila, Washington
Limited Tax General Obligation Refunding Bonds, 2011
NOTICE IS HEREBY GIVEN to the owners of the above -captioned bonds (the "2011
Bonds") that, pursuant to an Escrow Deposit Agreement dated June 8, 2021, by and between the
City of Tukwila, Washington (the "City") and U.S. Bank National Association (the "Escrow
Agent"), the City has deposited into an escrow account held by the Escrow Agent, a portion of
the proceeds of the City's Limited Tax General Obligation Refunding Bonds, 2021C (Taxable)
(the "Refunding Bond"), in an amount sufficient to pay the principal of and interest on the 2011
Bonds as the same shall become due to and including the first optional call date for the 2011
Bonds. The 2011 Bonds will be called for redemption on December 1, 2021, at a price of 100%
plus accrued interest, from proceeds of the Refunding Bond held by the Escrow Agent in the
escrow account. The 2011 Bonds to be paid from such amounts are described as follows:
Limited Tax General Obligation Refunded Bonds, 2011
(Dated: December 28, 2011)
Maturity Dates
Principal
Interest
CUSIP
(December 1)
Amount
Rates
Numbers
2022
$ 520,000
3.00%
899052GP3
2023
530,000
3.00
899052GQ 1
Information for Individual Registered Owner
The addressee of this notice is the registered owner of Bond Certificate No. of the
2011 Bonds described above, which certificate is in the principal amount of $ All of
which has been defeased as described above.
* This notice shall be given immediately to each registered owners of the 2011 Bonds by posting such notice to
the Municipal Securities Rulemaking Board at http://emma.msrb.org/.
Appendix B — Page 1
CERTIFICATE AND RECEIPT OF ESCROW AGENT
I, Aaron Fong, Assistant Vice President of U.S. Bank National Association (the "Escrow
Agent"), DO HEREBY CERTIFY, with respect to the refunding of certain Limited Tax General
Obligation Refunding Bonds, 2011 (the "Refunded Bonds") issued by the City of Tukwila,
Washington (the "City"), identified in the Escrow Deposit Agreement of even date herewith
(the "Escrow Deposit Agreement") between the City and the Escrow Agent, and more particularly
described in the ordinance of the City passed on May 17, 2021 (the "Bond Ordinance") authorizing
the issuance by the City of its Limited Tax General Obligation Refunding Bond, 2021 C (Taxable)
(the "2021 C Bond"), being issued to refund and defease the Refunded Bonds, as follows:
1. The Escrow Agent has established a refunding account (the "Escrow Fund")
pursuant to the Escrow Deposit Agreement.
2. The Escrow Agent has received the sum of $1,065,750.00 representing proceeds of
the City's 2021C Bond from Capital One Public Funding, LLC, as Lender with respect to the
2021C Bond.
3. The Escrow Agent has applied such amount to the Escrow Fund and it will be
applied as provided for in the Escrow Deposit Agreement to pay:
a. Interest on the Refunded Bonds that will become due and payable on and
prior to December 1, 2021 (to be paid as the same becomes due and payable); and
b. The redemption price of the Refunded Bonds (100% of the principal amount
thereof) on December 1, 2021.
4. Attached to this certificate is evidence of the authority of the undersigned to execute
this certificate and the Escrow Deposit Agreement on behalf of the Escrow Agent.
DATED this 8th day of June, 2021.
U.S. BANK NATIONAL ASSOCIATION
By
Aaron Fong, Assistant jVice President
usbir"k com,
AUTHORIZED SIGNATURES
I hereby eerttftthat the following is a true and exact extract from Article VI of the Bylaws presently in effect for
U.S. Bank National Association, a national banking association organized and existing under the laws of the United
States:
Article VI
CONVEVANCES, CONTRACTS, ETC.
All transfers and conveyances of real estate, mortgages, and transfers, endorsements or assignments of stock,
bonds, notes, debentures or other negotiable instruments, securities or personal property shall be signed by any
elected or appointed officer.
All checks, drafts, certificates of deposit and all funds, of the Association held in its own or in a fiduciary
capacity may be paid out by an order, draft or check bearing the manual or facsimile signature of any elected or
appointed officer of the Association.
All mortgage satisfactions, releases, all types of loan agreements, all routine transactional documents of the
Association, and all other instruments not specifically provided for, whether to be executed in a fiduciary capacity or
otherwise, may be signed on behalf of the Association by any elected or appointed officer thereof
The Secretary or any Assistant Secretary of the Association or other proper officer may execute and certify that
required action or authority has been given or has taken place by resolution of the Board Linder this Bylaw without
the necessity of further action by the Board.
It' rlher cerfify that the following officers of U.S. Bank National Association have been duly elected and qualified
and now hold their respective offices, and that the signatures of such officers are authentic:
Carolyn Morrison, ice President
Aaron Fong, Assistant, Vice President
Greg E. Skuttlik, Assistant Vice President
I
IN WITNESS WHEREOF, I have hereunto set my hand this 8th — day of June 2021
U.S. BANK NATIONAL ASSOCIATION,
By:
Vice President
AMENDED AND RESTATED
BYLAWS
OF
U.S. BANK NATIONAL ASSOCIATION
ARTICLE I.
MEETINGS OF SHAREHOLDERS
Section 1. Annual Meetin
The annual meeting of shareholders shall be held at the main banking house of the
Association or other convenient place duly authorized by the Board of Directors (the "Board") at
11:00 a.m. on the second Tuesday in March of each year, or such other date or time which the
Board may designate at any Board meeting held prior to the required date for sending notice of
the annual meeting to the shareholders. Notice of such meeting shall be mailed to shareholders
not less than ten (10) or more than sixty (60) days prior to the meeting date.
Section 2. Special Meetings
Special meetings of shareholders may be called and held at such times and upon such
notice as is specified in the Articles of Association.
Section 3. Quorum
A majority of the outstanding capital stock represented in person or by proxy shall
constitute a quorum of any meeting of the shareholders, unless otherwise provided by law, but
less than a quorum may adjourn any meeting, from time to time, and the meeting may be held as
adjourned without further notice.
Section 4. Inspectors
The Board of Directors may, and in the event of its failure so to do, the Chairman of the
Board may appoint Inspectors of Election who shall determine the presence of quorum, the
validity of proxies, and the results of all elections and all other matters voted upon by
shareholders at all annual and special meetings of shareholders.
Section 5. Voting
In deciding on questions at meetings of shareholders, except in the election of directors,
each shareholder shall be entitled to one vote for each share of stock held. A majority of votes
cast shall decide each matter submitted to the shareholders, except where by law a larger vote is
required. In all elections of directors, each shareholder shall have the right to vote the number of
shares owned by him for as many persons as there are directors to be elected, or to cumulate such
shares and give one candidate as many votes as the number of directors multiplied by the number
of his shares equal, or to distribute them on the same principle among as many candidates as he
shall think fit.
Page 1 of 10
Section 6. Waiver and Consent
The shareholders may act without notice or a meeting by a unanimous written consent by
all shareholders.
ARTICLE II.
BOARD OF DIRECTORS
Section 1. Term of Office
The directors of this Association shall hold office for one year and until their successors
are duly elected and qualified.
Section 2. Number
As provided in the Articles of Association, the Board of this Association shall consist of
not less than five nor more than twenty-five members. At any meeting of the shareholders held
for the purpose of electing directors, or changing the number thereof, the number of directors
may be determined by a majority of the votes cast by the shareholders in person or by proxy.
Any vacancy occurring in the Board shall be filled by the remaining directors. Between
meetings of the shareholders held for the purpose of electing directors, the Board by a majority
vote of the full Board may increase the size of the Board by not more than four directors in any
one but not to more than a total of twenty-five directors, and fill any vacancy so created in the
Board. All directors shall hold office until their successors are elected and qualified.
Section 3. Regular Meetinis
The organizational meeting of the Board of Directors shall be held as soon as practicable
following the annual meeting of shareholders at such time and place as the Chairman or
President may designate. Other regular meetings of the Board of Directors shall be held
quarterly at such time and place as may be designated in the notice of the meeting. When any
regular meeting of the Board falls on a holiday, the meeting shall be held on the next banking
business day, unless the Board shall designate some other day.
Section 4. Special Meetings
Special meetings of the Board of Directors may be called by the Chairman of the Board
of the Association, or at the request of three or more Directors. Notice of the time, place and
purposes of such meetings shall be given by letter, by telephone, in person, by facsimile, by
electronic mail or other reasonable manner to every Director.
Section 5. Quorum
A majority of the entire membership of the Board shall constitute a quorum of any
meeting of the Board.
Page 2 of 10
Section 6. Necessary Vote
A majority of those Directors present and voting at any meeting of the Board of Directors
shall decide each matter considered, except where otherwise required by law or the Articles or
Bylaws of this Association.
Section 7. Compensation
Directors, excluding full-time employees of the Bank, shall receive such reasonable
compensation as may be fixed from time to time by the Board of Directors.
ARTICLE III.
OFFICERS
Section 1. Who Shall Constitute
The Officers of the Association shall be a Chairman of the Board, Chief Executive
Officer, a President, a Secretary, and other officers such as Vice Chairman of the Board,
Executive Vice Presidents, Senior Vice Presidents, Vice Presidents, Assistant Vice Presidents,
Assistant Secretaries, Trust Officers, Assistant Trust Officers, Controller, and Assistant
Controller, as the Board may appoint from time to time. The Board may choose to delegate
authority to elect officers other than the Chairman, Chief Executive Officer, President, Secretary,
Vice Chairman and Executive Vice Presidents, to the Chief Executive Officer or President. Any
person may hold two offices. The Chief Executive Officer and the President shall at all times be
members of the Board of Directors.
Section 2. Term of Office
All officers shall be elected for and shall hold office until their respective successors are
elected and qualified or until their earlier death, resignation, retirement, disqualification or
removal from office, subject to the right of the Board of Directors in its sole discretion to
discharge any officer at any time.
Section 3. Chairman of the Board
The Chairman of the Board shall have general executive powers and duties and shall
perform such other duties as may be assigned from time to time by the Board of Directors. He
shall, when present, preside at all meetings of the shareholders and directors and shall be ex
officio a member of all committees of the Board.
Section 4. Chief Executive Officer
The Chief Executive Officer, who may also be the Chairman or the President, shall have
general executive powers and duties and shall perform such other duties as may be assigned from
time to time by the Board of Directors.
Page 3 of 10
Section 5. President
The President shall have general executive powers and duties and shall perform such
other duties as may be assigned from time to time by the board of Directors. In addition, if
designated by the Board of Directors, the President shall be the Chief Executive Officer and shall
have all the powers and duties of the Chief Executive Officer, including the same power to name
temporarily a Chief Executive Officer to serve in the absence of the President if there is a
vacancy in the position of the chairman or in the event of the absence or incapacity of the
Chairman.
Section 6. Vice Chairmen of the Board
The Board of Directors shall have the power to elect one or more Vice Chairmen of the
Board of Directors. Any such Vice Chairman of the Board shall participate in the formation of
the policies of the Association and shall have such other duties as may be assigned to him from
time to time by the Chairman of the Board or by the Board of Directors.
Section 7. Other Officers
The Secretary and all other officers appointed by the Board of Directors shall have such duties as
defined by law and as may from time to time be assigned to them by the Chief Executive Officer
or the Board of Directors.
ARTICLE IV.
COMMITTEES
Section 1. Compensation Committee
The duties of the Compensation Committee of the Association shall be carried out by the
Compensation Committee of the financial holding company that is the parent of this Association.
Section 2. Committee on Audit
The duties of the Audit Committee of the Association shall be carried out by the Audit
Committee of the financial holding company that is the parent of this Association.
Section 3. Trust Management Committee
The Board of Directors of this Association shall appoint a Trust Management Committee
to provide oversight of the fiduciary activities of the Association. The Trust Management
Committee shall determine policies governing fiduciary activities. The Trust Management
Committee or such sub -committees, officers or others as may be duly designated by the Trust
Management Committee shall oversee the processes related to fiduciary activities to assure
conformity with fiduciary policies it establishes, including ratifying the acceptance and the
closing out or relinquishment of all trusts. All actions of the Trust Committee shall be reported
to the Board of Directors.
Page 4 of 10
Section 4. Other Committees
The Board of Directors may appoint, from time to time, other committees for such
purposes and with such powers as the Board may direct.
ARTICLE V.
MINUTE BOOK
The organization papers of this Association, the Bylaws as revised or amended from time
to time and the proceedings of all regular and special meetings of the shareholders and the
directors shall be recorded in a minute book or books. All reports of committees required to be
made to the Board shall be recorded in a minute book or shall be filed by the recording officer.
The minutes of each meeting of the shareholders and the Board shall be signed by the recording
officer.
ARTICLE VI.
CONVEYANCES, CONTRACTS, ETC.
All transfers and conveyances of real estate, mortgages, and transfers, endorsements or
assignments of stock, bonds, notes, debentures or other negotiable instruments, securities or
personal property shall be signed by any elected or appointed officer.
All checks, drafts, certificates of deposit and all funds of the Association held in its own
or in a fiduciary capacity may be paid out by an order, draft or check bearing the manual or
facsimile signature of any elected or appointed officer of the Association.
All mortgage satisfactions, releases, all types of loan agreements, all routine transactional
documents of the Association, and all other instruments not specifically provided for, whether to
be executed in a fiduciary capacity or otherwise, may be signed on behalf of the Association by
any elected or appointed officer thereof.
The Secretary or any Assistant Secretary of the Association or other proper officer may
execute and certify that required action or authority has been given or has taken place by
resolution of the Board under this Bylaw without the necessity of further action by the Board.
ARTICLE VII.
SEAL
The Association shall have no corporate seal.
Page 5 of 10
ARTICLE VIII.
INDEMNIFICATION OF DIRECTORS,
OFFICERS, AND EMPLOYEES
Section 1. General.
The Association shall indemnify to the full extent permitted by and in the manner
permissible under the Delaware General Corporation Law, as amended from time to time (but, in
the case of any such amendment, only to the extent that such amendment permits the Association
to provide broader indemnification rights than said law permitted the Association to provide
prior to such amendment), any person made, or threatened to be made, a party to any action, suit,
or proceeding, whether criminal, civil, administrative, or investigative, by reason of the fact that
such person (i) is or was a director, advisory director, or officer of the Association or any
predecessor of the Association, or (ii) is or was a director, advisory director or officer of the
Association or any predecessor of the Association and served any other corporation, partnership,
joint venture, trust, employee benefit plan or other enterprise as a director, advisory director,
officer, partner, trustee, employee or agent at the request of the Association or any predecessor of
the Association; provided, however, that the Association shall indemnify any such person
seeking indemnification in connection with a proceeding (or part thereof) initiated by such
person, except for a proceeding contemplated by Section 4 of this Article VIII, only if such
proceeding (or part thereof) was authorized by the Board of Directors.
Section 2. Advancement of Expenses.
The right to indemnification conferred in this Article VIII shall be a contract right and shall
include the right to be paid by the Association the expenses incurred in defending any such
proceeding or threatened proceeding in advance of its final disposition, such advances to be paid
by the Association within 20 days after the receipt by the Association of a statement or
statements from the claimant requesting such advance or advances from time to time; provided,
however, that if the General Corporation Law of the State of Delaware requires, the payment of
such expenses incurred by a director, advisory director or officer in his or her capacity as a
director, advisory director or officer (and not in any other capacity in which service was or is
rendered by such person while a director, advisory director or officer, including, without
limitation, service to an employee benefit plan) in advance of the final disposition of a
proceeding, shall be made only upon delivery to the Association of an undertaking by or on
behalf of such director, advisory director or officer, to repay all amounts so advanced if it shall
ultimately be determined that such director, advisory director or officer is not entitled to be
indemnified under this Article VIII or otherwise.
Section 3. Procedure for Indemnification.
To obtain indemnification under this Article VIII, a claimant shall submit to the
Association a written request, including therein or therewith such documentation and information
as is reasonably available to the claimant and is reasonably necessary to determine whether and
to what extent the claimant is entitled to indemnification. Upon written request by a claimant for
indemnification pursuant to the first sentence of this Section 3, a determination, if required by
applicable law, with respect to the claimant's entitlement thereto shall be made as follows: (1) if
requested by the claimant, by Independent Counsel (as hereinafter defined), or (2) if no request is
Page 6 of 10
made by the claimant for a determination by Independent Counsel, (i) by a majority vote of the
Disinterested Directors (as hereinafter defined), even though less than a quorum, or by a majority
vote of a committee of Disinterested Directors designated by a majority vote of Disinterested
Directors, even though less than a quorum, or (ii) if there are no Disinterested Directors or if the
Disinterested Directors so direct, by Independent Counsel in a written opinion to the Board of
Directors, a copy of which shall be delivered to the claimant. In the event the determination of
entitlement to indemnification is to be made by Independent Counsel at the request of the
claimant, the Independent Counsel shall be selected by the Board of Directors. If it is so
determined that the claimant is entitled to indemnification, payment to the claimant shall be
made within 10 days after such determination.
Section 4. Certain Remedies.
If a claim under Section 1 of this Article VIII is not paid in full by the Association within
thirty days after a written claim pursuant to Section 3 of this Article VIII has been received by
the Association, or if a claim under Section 2 of this Article VIII is not paid in full by the
Association within twenty days after a written claim pursuant to Section 2 of this Article VIII has
been received by the Association, the claimant may at any time thereafter bring suit against the
Association to recover the unpaid amount of the claim and, if successful in whole or in part, the
claimant shall be entitled to be paid also the expense of prosecuting such claim. It shall be a
defense to any such action (other than an action brought to enforce a claim for expenses incurred
in defending any proceeding in advance of its final disposition where the required undertaking, if
any is required, has been tendered to the Association) that the claimant has not met the standard
of conduct which makes it permissible under the General Corporation Law of the State of
Delaware for the Association to indemnify the claimant for the amount claimed, but the burden
of proving such defense shall be on the Association. Neither the failure of the Association
(including its Board of Directors or Independent Counsel) to have made a determination prior to
the commencement of such action that indemnification of the claimant is proper in the
circumstances because he or she has met the applicable standard of conduct set forth in the
General Corporation Law of the State of Delaware, nor an actual determination by the
Association (including its Board of Directors or Independent Counsel) that the claimant has not
met such applicable standard of conduct, shall be a defense to the action or create a presumption
that the claimant has not met the applicable standard of conduct.
Section 5. Binding Effect.
If a determination shall have been made pursuant to Section 3 of this Article VIII that the
claimant is entitled to indemnification, the Association shall be bound by such determination in
any judicial proceeding commenced pursuant to Section 4 of this Article VIII.
Section 6. Validity of this Article VIII.
The Association shall be precluded from asserting in any judicial proceeding commenced
pursuant to Section 4 of this Article VIII that the procedures and presumptions of this
Article VIII are not valid, binding and enforceable and shall stipulate in such proceeding that the
Association is bound by all the provisions of this Article VIII.
Page 7 of 10
Section 7. Nonexclusivitv, etc.
The right to indemnification and the payment of expenses incurred in defending a
proceeding or threatened proceeding in advance of its final disposition conferred in this Article
VIII shall not be exclusive of any other right which any person may have or hereafter acquire
under any statute, provision of the Articles of Association, Bylaws, agreement, vote of
shareholders or Disinterested Directors or otherwise. No repeal or modification of this Article
VIII, or adoption of any provision inconsistent herewith shall in any way diminish or adversely
affect the rights of any present or former director, advisory director, officer, employee or agent
of the Association or any predecessor thereof hereunder in respect of any occurrence or matter
arising, or of any claim involving allegations of acts or omissions occurring or arising, prior to
any such repeal or modification.
Section 8. Insurance.
The Association may maintain insurance, at its expense, to protect itself and any director,
officer, employee or agent of the Association or another corporation, partnership, joint venture,
trust or other enterprise against any expense, liability or loss, whether or not the Association
would have the power to indemnify such person against such expense, liability or loss under the
General Corporation Law of the State of Delaware. To the extent that the Association maintains
any policy or policies providing such insurance, each such director or officer, and each such
agent or employee to whom rights to indemnification have been granted as provided in Section 9
of this Article VIII, shall be covered by such policy or policies in accordance with its or their
terms to the maximum extent of the coverage thereunder for any such director, officer, employee
or agent.
Section 9. Indemnification of Other Persons.
The Association may grant rights to indemnification, and rights to be paid by the
Association the expenses incurred in defending any proceeding in advance of its final
disposition, to any present or former employee or agent of the Association or any predecessor of
the Association to the fullest extent of the provisions of this Article VIII with respect to the
indemnification and advancement of expenses of directors, advisory directors and officers of the
Association.
Section 10. Severability.
If any provision or provisions of this Article VIII shall be held to be invalid, illegal or
unenforceable for any reason whatsoever: (1) the validity, legality and enforceability of the
remaining provisions of this Article VIII (including, without limitation, each portion of any
paragraph of this Article VIII containing any such provision held to be invalid, illegal or
unenforceable, that is not itself held to be invalid, illegal or unenforceable) shall not in any way
be affected or impaired thereby; and (2) to the fullest extent possible, the provisions of this
Article VIII (including, without limitation, each such portion of any paragraph of this
Article VIII containing any such provision held to be invalid, illegal or unenforceable) shall be
construed so as to give effect to the intent manifested by the provision held invalid, illegal or
unenforceable.
Page 8 of 10
Section 11. Certain Definitions.
For purposes of this Article VI:
(1) "Disinterested Director" means a director of the Association who is not and
was not a party to the matter in respect of which indemnification is sought by the
claimant.
(2) "Independent Counsel" means a law firm, a member of a law firm, or an
independent practitioner that is experienced in matters of corporation law and shall
include any such person who, under the applicable standards of professional conduct then
prevailing, would not have a conflict of interest in representing either the Association or
the claimant in an action to determine the claimant's rights under this Article VIII.
Section 12. Notices.
Any notice, request or other communication required or permitted to be given to the
Association under this Article VIII shall be in writing and either delivered in person or sent by
telecopy, telex, telegram, overnight mail or courier service, or certified or registered mail,
postage prepaid, return receipt requested, to the Secretary of the Association and shall be
effective only upon receipt by the Secretary.
Section 13. Payments
Notwithstanding any other provision of this Article VIII, however, (a) any
indemnification payments to an institution -affiliated party, as defined at 12 USC 1813(u), for an
administrative proceeding or civil action initiated by a federal banking agency, shall be
reasonable and consistent with the requirements of 12 USC 1828(k) and the associated
regulations; and (b) any indemnification payments and advancement of costs and expenses to an
institution -affiliated party, as defined at 12 USC 1813(u), in cases involving an administrative
proceeding or civil action not initiated by a federal banking agency, shall be consistent with safe
and sound banking practices.
ARTICLE IX.
AMENDMENTS
These Bylaws, or any of them, may be added to, altered, amended or repealed by the
Board at any regular or special meeting of the Board.
Page 9 of 10
ARTICLE X.
GOVERNING LAW
This Association designates the Delaware General Corporation Law, as amended from
time to time, as the governing law for its corporate governance procedures, to the extent not
inconsistent with Federal banking statutes and regulations.
October 20, 2014
Page 10 of 10
SIGNATURE IDENTIFICATION AND NONLITIGATION CERTIFICATE
We, ALLAN EKBERG and CHRISTY O'FLAHERTY, the duly chosen, qualified and
acting Mayor and City Clerk, respectively, of the City of Tukwila, Washington (the "City"), DO
HEREBY CERTIFY that we have executed the following -described Limited Tax General
Obligation Bond, 2021A (the "2021A Bond"), Limited Tax General Obligation Refunding Bond,
2021B (Taxable) (the "2021B Bond") and Limited Tax General Obligation Refunding Bond,
2021C (Taxable) (the "2021C Bond" and together with the 2021A Bond and 2021B Bond, the
"Bonds") of the City.
The 2021A Bond is dated June 8, 2021, is in the principal amount of $2,867,300, and is
payable as set forth in Ordinance No. 2654 of the City, passed on May 17, 2021 (the "Bond
Ordinance"). The 2021B Bond is dated June 8, 2021, is in the principal amount of $2,780,900,
and is payable as set forth in Bond Ordinance. The 2021C Bond is dated June 8, 2021, is in the
principal amount of $1,072,300, and is payable as set forth in Bond Ordinance. The Bonds bear
interest on the principal balance at the interest rate provided therein.
WE FURTHER CERTIFY that there is no controversy or litigation pending or to the best
of our knowledge threatened affecting the issuance and delivery of the Bonds, the levy and
collection of taxes and other revenue pledged to pay the principal thereof and interest thereon,
the proceedings and authority under which the Bonds are issued and said taxes levied, the
validity of the Bonds, the corporate existence or boundaries of the City, or the title of the present
officers to their respective offices, and that no authority or proceedings for the issuance of the
Bonds has or have been repealed, revoked or rescinded.
DATED as of this 8th day of June, 2021.
Signatures Title
Mayor
!� City Clerk
STATE OF WASHINGTON )
) ss.
COUNTY OF KING )
On this day of 2021, before me, the undersigned, a Notary
Public in and for the State of Wash ngton, duly commissioned and sworn, personally appeared
ALLAN EKBERG, to me known to be the Mayor of the City of Tukwila, Washington, described
in and who executed the within and foregoing instrument; and acknowledged to me that he
signed said instrument as his free and voluntary act and deed for the uses and purposes therein
mentioneQU4 !/
� r�, /
O.%qR V" / Notary, ublic
�[Sgal(r-6tamp]1- z
AU \Coj ,� = [Printed Name]
OF WPS����� My appointment expires: 1
likkm
STATE OF WASHINGTON )
) ss.
COUNTY OF KIN )
On this day of , 2021, before me, the undersigned, a Notary
Public in and for the State of Washington, duly commissioned and sworn, personally appeared
CHRISTY O'FLAHERTY, to me known to be the City Clerk of the City of Tukwila,
Washington, described in and who executed the within and foregoing instrument; and
acknowledged to me that she signed said instrument as her free and voluntary act and deed for
the uses and purposes therein mentioned.
Notarybli
am /�7f0
`\'4"k A ,1 ,tamp] p]
[Printed Name]
`i0�'' My appointment expires:
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LENDER CERTIFICATE
I, Catherine DeLuca, Vice President of Capital One Public Funding, LLC, Melville, New York
("COPF"), do hereby certify as follows with regard to the (a) Limited Tax General Obligation Bond,
2021A, dated June 8, 2021, in the principal amount of $2,867,300, (b) Limited Tax General
Obligation Refunding Bond, 2021B (Taxable), dated June 8, 2021, in the principal amount of
$2,780,900, and (c) Limited Tax General Obligation Refunding Bond, 2021C (Taxable), dated June
8, 2021, in the principal amount of $1,072,300 (collectively, the 'loan Obligation"), issued by the
City of Tukwila (the 'Borrower"):
1. COPF has full power and authority to carry on its business as now conducted,
deliver this Certificate and make the representations and certifications contained herein.
2. COPF is a lender that regularly extends credit to state and local governments by
making loans and repayment obligations which are evidenced by obligations such as the Loan
Obligation; has knowledge and experience in financial and business matters that make it capable
of evaluating the Borrower, the Loan Obligation and the risks associated with the extension of
credit evidenced by the Loan Obligation; has the ability to bear the economic risk of extending
the credit evidenced by the Loan Obligation; and is a limited liability company controlled by a
bank, and engaged in the primary business of extending credit and making loans to state and
local governments and non-profit entities and has total assets in excess of $1 billion. COPF is not
acting as a broker, dealer, municipal securities underwriter, municipal advisor or fiduciary in
connection with its extension of credit evidenced by the Loan Obligation.
3. COPF has conducted its own investigation of the financial condition of the
Borrower, the purpose for which the Loan Obligation is being executed and delivered and of the
security for the payment of the principal of and interest on the Loan Obligation, and has obtained
such information regarding the Loan Obligation and the Borrower and its operations, financial
condition and financial prospects as COPF deems necessary to make an informed lending decision
with respect to its extension of credit evidenced by the Loan Obligation.
4. COPF is extending credit to the Borrower evidenced by the Loan Obligation as a
vehicle for making a commercial loan for its own loan account, with the present intention of
holding the Loan Obligation to maturity or earlier prepayment, provided that COPF retains the
right at any time to dispose of the Loan Obligation or any interest therein or portion thereof, but
agrees that any such sale, transfer or distribution by COPF shall be made in accordance with
applicable law and the provisions of the Loan Obligation and related documents to (a) an affiliate
of COPF; or (b) one or more banks, insurance companies or other financial institutions.
5. COPF acknowledges that the Loan Obligation (a) has not been registered under
the Securities Act of 1933, as amended, and has not been registered or otherwise qualified for
sale under the securities laws of any state, (b) will not be listed on any securities exchange and
(c) there is no established market for the Loan Obligation and that none is likely to develop. COPF
understands and acknowledges that (i) its extension of credit evidenced by the Loan Obligation
is not intended to be subject to the requirements of Rule 15c2-12 promulgated under the
Securities Exchange Act of 1934, as amended and (ii) in connection with its extension of credit
evidenced by the Loan Obligation, the Borrower has not prepared or caused to be prepared, any
official statement, private placement memorandum or other offering document.
6. COPF is acting solely for its own loan account and not as a fiduciary for the
Borrower or in the capacity of broker, dealer, placement agent, municipal securities underwriter,
municipal advisor or fiduciary. It has not provided, and will not provide, financial, legal (including
securities law), tax, accounting or other advice to or on behalf of the Borrower (including to any
financial advisor or any placement agent engaged by the Borrower) with respect to the
structuring, or delivery of the Loan Obligation. COPF has no fiduciary duty pursuant to Section
15B of the Securities Exchange Act of 1934 to the Borrower with respect to the transactions
relating to the structuring, or delivery of the Loan Obligation and the discussions, undertakings
and procedures leading thereto. Each of the Borrower and its financial advisor has sought and
shall seek and obtain financial, legal (including securities law), tax, accounting and other advice
(including as it relates to structure, timing, terms and similar matters and compliance with legal
requirements applicable to such parties) with respect to the Loan Obligation from its own
financial, legal, tax and other advisors (and not from the undersigned or its affiliates) to the extent
that the Borrower or its financial advisor desires, should or needs to obtain such advice. The
undersigned expresses no view regarding the legal sufficiency of its representations for purposes
of compliance with any legal requirements applicable to any other party, including but not limited
to the Borrower's financial advisor, or the correctness of any legal interpretation made by counsel
to any other party, including but not limited to counsel to the Borrower's financial advisor, with
respect to any such matters. The transactions between the Borrower and COPF are arm's length,
commercial transactions in which COPF is acting and has acted solely as a principal and for its
own interest and COPF has not made recommendations to the Borrower with respect to the
transactions relating to the Loan Obligation.
DATED this 8th day of June, 2021.
CAPITAL ONE PUBLIC FUNDING, LLC
By: pgullcl�-,
Name: Catherine DeLuca
Title: Vice President
2
Attachment 1
Related Correspondence
(attached)
• � 1Public Funding
June 3, 2021
City of Tukwila
6200 Southcenter Boulevard
Tukwila, WA 98188
Re: City of Tukwila, Washington
$2,867,300 Limited Tax General Obligation Bond, 2021A
$2,780,900 Limited Tax General Obligation Refunding Bond, 2021B (Taxable)
$1,072,300 Limited Tax General Obligation Refunding Bond, 2021C (Taxable)
Ladies and Gentlemen:
Thank you for selecting Capital One Public Funding, LLC ("COPF") as your financing source. We are
delivering this letter to describe our role in the above -referenced financings (collectively, the "Loan")
and to assist with documenting certain aspects of the transaction.
COPF is not undertaking to act as a municipal advisor to you or any other person within the meaning of
Section 15B of the Securities Exchange Act of 1934 and the municipal advisor rules of the Securities and
Exchange Commission (Rule 15Ba1-1 et seq.). We have no fiduciary duty to you or to any other person
in connection with this transaction and intend only to enter into an arms -length transaction involving
extending credit to you through the direct funding of the Loan. We understand that you will consult
with and rely on the advice of your own municipal, financial, tax, legal and other advisors as you deem
appropriate in connection with this transaction.
All direct or indirect communications you have or will receive from us regarding this transaction consist
solely of general information or the terms under which COPF may be willing to fund the Loan for COPF's
own account. COPF is not recommending that you take an action with respect to this information, and
you should discuss this information with such financial, tax, legal and other advisors as you deem
appropriate.
If you are represented by an advisor who is registered as a municipal advisor with the SEC and the
Municipal Securities Rulemaking Board, please disclose the name of your advisor in the space provided
in the attached representation letter (Attachment 1) and return the signed letter via e-mail to our
counsel, Gilmore & Bell, P.C. (e-mail: iiackson@gilmorebell.com). In addition, we have attached to this
letter the form of Lender Certificate (Attachment 2), which further describes our role in this transaction.
We intend to execute and deliver the Lender Certificate at closing.
Please let us know if you, your advisors or your counsel would like to further discuss these
documentation matters or if you have any questions about our role. Thank you again for doing business
with us. We look forward to working with you.
Sincerely,
CAPITAL ONE PUBLIC FUNDING, LLC
Attachment 1
REPRESENTATION LETTER
June 8, 2021
Capital One Public Funding, LLC
1307 Walt Whitman Road, V Floor
Melville, New York 11747
Attention: Maryann Santos
Re: Independent Registered Municipal Advisor Representation
Dear Ms. Santos:
We are writing to provide you with certain representations pursuant to Rule 1513a1-1
(the "Municipal Advisor Rule") of the Securities and Exchange Commission (the "SEC") under
the Securities Exchange Act of 1934, as amended (the "Act"), regarding our independent
registered municipal advisor.
Pursuant to paragraph (d)(3)(vi)(B) of the Municipal Advisor Rule, we hereby represent
to you that we are represented by, and will rely on the advice of, PFM Financial Advisors LLC
(the "Advisor") on all matters relating to issuances of municipal securities and municipal
financial products (as such terms are defined in the Municipal Advisor Rule and the Act). As
used in the preceding sentence, "rely on" means that we will seek and consider, though not
necessarily follow, the advice, analysis, and perspective of the Advisor.
You may rely on this representation letter until such time as you receive notice from us.
Sincerely,
10IM901211L' AT 1U1
By
Its
Attachment 2
FORM OF LENDER CERTIFICATE
I, Catherine DeLuca, Vice President of Capital One Public Funding, LLC, Melville, New York
("COPF"), do hereby certify as follows with regard to the (a) Limited Tax General Obligation Bond,
2021A, dated June 8, 2021, in the principal amount of $2,867,300, (b) Limited Tax General
Obligation Refunding Bond, 2021B (Taxable), dated June 8, 2021, in the principal amount of
$2,780,900, and (c) Limited Tax General Obligation Refunding Bond, 2021C (Taxable), dated June
8, 2021, in the principal amount of $1,072,300 (collectively, the "Loan Obligation"), issued by the
City of Tukwila (the "Borrower"):
1. COPF has full power and authority to carry on its business as now conducted,
deliver this Certificate and make the representations and certifications contained herein.
2. COPF is a lender that regularly extends credit to state and local governments by
making loans and repayment obligations which are evidenced by obligations such as the Loan
Obligation; has knowledge and experience in financial and business matters that make it capable
of evaluating the Borrower, the Loan Obligation and the risks associated with the extension of
credit evidenced by the Loan Obligation; has the ability to bear the economic risk of extending
the credit evidenced by the Loan Obligation; and is a limited liability company controlled by a
bank, and engaged in the primary business of extending credit and making loans to state and
local governments and non-profit entities and has total assets in excess of $1 billion. COPF is not
acting as a broker, dealer, municipal securities underwriter, municipal advisor or fiduciary in
connection with its extension of credit evidenced by the Loan Obligation.
3. COPF has conducted its own investigation of the financial condition of the
Borrower, the purpose for which the Loan Obligation is being executed and delivered and of the
security for the payment of the principal of and interest on the Loan Obligation, and has obtained
such information regarding the Loan Obligation and the Borrower and its operations, financial
condition and financial prospects as COPF deems necessary to make an informed lending decision
with respect to its extension of credit evidenced by the Loan Obligation.
4. COPF is extending credit to the Borrower evidenced by the Loan Obligation as a
vehicle for making a commercial loan for its own loan account, with the present intention of
holding the Loan Obligation to maturity or earlier prepayment, provided that COPF retains the
right at any time to dispose of the Loan Obligation or any interest therein or portion thereof, but
agrees that any such sale, transfer or distribution by COPF shall be made in accordance with
applicable law and the provisions of the Loan Obligation and related documents to (a) an affiliate
of COPF; or (b) one or more banks, insurance companies or other financial institutions.
5. COPF acknowledges that the Loan Obligation (a) has not been registered under
the Securities Act of 1933, as amended, and has not been registered or otherwise qualified for
sale under the securities laws of any state, (b) will not be listed on any securities exchange and
(c) there is no established market for the Loan Obligation and that none is likely to develop. COPF
understands and acknowledges that (i) its extension of credit evidenced by the Loan Obligation
is not intended to be subject to the requirements of Rule 15c2-12 promulgated under the
Securities Exchange Act of 1934, as amended and (ii) in connection with its extension of credit
evidenced by the Loan Obligation, the Borrower has not prepared or caused to be prepared, any
official statement, private placement memorandum or other offering document.
6. COPF is acting solely for its own loan account and not as a fiduciary for the
Borrower or in the capacity of broker, dealer, placement agent, municipal securities underwriter,
municipal advisor or fiduciary. It has not provided, and will not provide, financial, legal (including
securities law), tax, accounting or other advice to or on behalf of the Borrower (including to any
financial advisor or any placement agent engaged by the Borrower) with respect to the
structuring, or delivery of the Loan Obligation. COPF has no fiduciary duty pursuant to Section
15B of the Securities Exchange Act of 1934 to the Borrower with respect to the transactions
relating to the structuring, or delivery of the Loan Obligation and the discussions, undertakings
and procedures leading thereto. Each of the Borrower, its financial advisor and its placement
agent has sought and shall seek and obtain financial, legal (including securities law), tax,
accounting and other advice (including as it relates to structure, timing, terms and similar matters
and compliance with legal requirements applicable to such parties) with respect to the Loan
Obligation from its own financial, legal, tax and other advisors (and not from the undersigned or
its affiliates) to the extent that the Borrower, its financial advisor or its placement agent desires,
should or needs to obtain such advice. The undersigned expresses no view regarding the legal
sufficiency of its representations for purposes of compliance with any legal requirements
applicable to any other party, including but not limited to the Borrower's financial advisor or
placement agent, or the correctness of any legal interpretation made by counsel to any other
party, including but not limited to counsel to the Borrower's financial advisor or placement agent,
with respect to any such matters. The transactions between the Borrower and COPF are arm's
length, commercial transactions in which COPF is acting and has acted solely as a principal and
for its own interest and COPF has not made recommendations to the Borrower with respect to
the transactions relating to the Loan Obligation.
DATED this 8th day of June, 2021.
CAPITAL ONE PUBLIC FUNDING, LLC
By:
Name: Catherine DeLuca
Title: Vice President
Attachment 2
Representation Letter of the City regarding
Municipal Advisor Representation
(attached)
Attachment 1
REPRESENTATION LETTER
June 8, 2021
Capital One Public Funding, LLC
1307 Walt Whitman Road, 3rd Floor
Melville, New York 11747
Attention: Maryann Santos
Re: Independent Registered Municipal Advisor Representation
Dear Ms. Santos:
We are writing to provide you with certain representations pursuant to Rule 1513a1-1
(the "Municipal Advisor Rule") of the Securities and Exchange Commission (the "SEC") under
the Securities Exchange Act of 1934, as amended (the "Act"), regarding our independent
registered municipal advisor.
Pursuant to paragraph (d)(3)(vi)(B) of the Municipal Advisor Rule, we hereby represent
to you that we are represented by, and will rely on the advice of, PFM Financial Advisors LLC
(the "Advisor") on all matters relating to issuances of municipal securities and municipal
financial products (as such terms are defined in the Municipal Advisor Rule and the Act). As
used in the preceding sentence, "rely on" means that we will seek and consider, though not
necessarily follow, the advice, analysis, and perspective of the Advisor.
You may rely on this representation until December 31, 2021 or until such time as you
receive notice from us, whichever is earlier.
Sincerely,
CIT
By
Its Mayor
$2,867,300
CITY OF TUKWILA, WASHINGTON
LIMITED TAX GENERAL OBLIGATION BOND, 2021A
FEDERAL TAX CERTIFICATE
I, the undersigned, am the duly chosen, qualified and acting Finance Director of the City
of Tukwila, Washington (the "Issuer"), and am one of the officers of the Issuer duly charged (by
ordinance of the governing body of the Issuer), with others, with the responsibility of issuing the
above -referenced bond (the "Bond"), on the date hereof. I am familiar with the facts certified
herein and I am duly authorized to execute and deliver this Certificate on behalf of the Issuer. I
hereby certify and covenant in good faith on behalf of the Issuer on this 8th day of June, 2021
(the "Issue Date"), as follows:
Part A: General
1. Reliance by Bond Counsel. I understand and agree that the facts, representations
and covenants in this Certificate will be relied upon by Pacifica Law Group LLP, bond counsel,
in expressing the opinion that the interest on the Bond is excludable from gross income for
Federal income tax purposes.
2. Code and Reizulations. The Bond is subject to the provisions of Sections 103, 141,
148, 149 and 150 of the Internal Revenue Code of 1986, as amended (the "Code"), and the
related Treasury Regulations (the "Regulations"). These provisions of the Code and Regulations
impose restrictions on the use of bond -financed facilities and on the investment of bond
proceeds. The Issuer acknowledges its responsibility to set forth herein all facts and other matters
relevant to the determination of whether the Bond is in compliance with relevant provisions of
the Code and the Regulations, and acknowledges that if such facts are incorrect, the Bond may
be invalid or the interest on the Bond may not be tax exempt.
3. Defined Terms. The Bond is being issued pursuant to Ordinance No. 2654 passed
by the governing body of the Issuer on May 17, 2021, authorizing the issuance and sale of the
Bond (the "Bond Ordinance"). All terms defined in the Code or Regulations will have the same
meanings as given to those terms in the Code and Regulations unless the context clearly requires
otherwise. Any additional capitalized terms used but not defined in this Certificate will have the
same meanings as given to those terms in the Bond Ordinance.
4. Purpose of Financing. The Bond is being issued for the primary purpose of
financing all or a portion of certain capital improvements (the "Project") described in Exhibit A
that is attached to this Certificate and incorporated herein.
5. Reasonable Expectations; Exhibits. The facts and estimates set forth in this
Certificate are accurate, and the expectations set forth in this Certificate are reasonable in light of
such facts and estimates. There are no other facts or estimates that would materially change such
expectations. I have, to the extent necessary, reviewed the certifications in this Certificate with
other representatives of the Issuer as to their accuracy and reasonableness. I have also relied, to
the extent appropriate, on representations set forth in the following exhibits that are attached to
this Certificate and incorporated herein:
Exhibit B — Issue Price Certificate
Exhibit C — Certificate of Municipal Advisor
I am aware of no fact, estimate or circumstance that would create any doubt regarding the
accuracy or reasonableness of all or any portion of such documents.
6. Confirmation of Covenants. The Issuer has made certain covenants with respect to
the tax exemption of the Bond in Section 8 of the Bond Ordinance (the "Tax Covenants"). The
Issuer acknowledges that if the Tax Covenants are not complied with, interest on the Bond may
become taxable in the future, either at that time or with retroactive effect back to the date of
issuance of the Bond. Certain of the Tax Covenants in the Bond Ordinance and in this Certificate
will survive payment in full or defeasance of the Bond.
7. Qualification of the Issuer. The Issuer is a political subdivision of the State of
Washington (the "State"), duly organized and existing as a municipal corporation with the power
of taxation under the laws of the State, including Article XI of the Washington State
Constitution.
8. Small Issuer Exemption from Bank Nondeductibility Restriction. The Issuer
hereby designates the Bond for purposes of paragraph (3) of section 265(b) of the Code and
represents that not more than $10,000,000 aggregate principal amount of obligations the interest
on which is excludable (under section 103(a) of the Code) from gross income for federal income
tax purposes (excluding (i) private activity bonds, as defined in section 141 of the Code, except
qualified 501(c)(3) bonds as defined in section 145 of the Code and (ii) current refunding
obligations to the extent the amount of the refunding obligation does not exceed the outstanding
amount of the refunded obligation), including the Bond (together, the "Bank Qualified Bonds"),
has been or will be issued by the Issuer, including all subordinate entities of the Issuer, during
the calendar year 2021. The Issuer has not issued and does not expect to issue any Bank
Qualified Bonds other than the Bond in 2021.
Part B: Issue; Sale Proceeds
1. Bond Terms. The Bond will be dated as of and issued on the Issue Date and bear
interest from the Issue Date, payable semiannually on each June 1 and December 1, beginning on
December 1, 2021. The Bond will mature on December 1, 2031 and will be payable in the years
and amounts, and bear interest at the rate as set forth in the Schedules prepared in connection
with the issuance of the Bond.
2. Net Sale Proceeds. The Bond was sold to Capital One Public Funding, LLC
(the "Lender") on the Issue Date at a price of par, as follows:
Face Amount of Bond $ 2,867,300
Net Sale Proceeds of Bond $ 2,867,300
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Tax Certificate Tukwila LTGO 2021
The Bond is being delivered on this date in exchange for good funds.
3. Use of Sale Proceeds. The Issuer expects to use the Net Sale Proceeds of the Bond
as follows:
Issuance Costs
$17,279.32
Capitalized Interest
20.68
Costs of the Project
2,850,000.00
Total Net Sale Proceeds
$2,867,300.00
Earnings on the Bond proceeds are expected to be used for the above purposes or for payment of
debt service on the Bond, as described in Part D.
4. No Refunding. No portion of the receipts derived from the sale of the Bond will
be used to pay the principal of or interest on another issue of governmental obligations.
5. No Aggregated Issues. No tax-exempt obligations of the Issuer have been sold
within 15 days before or after the Sale Date that will be paid from substantially the same source
of funds as the Bond (excluding guarantees from unrelated parties).
6. No Pooled Financing. No portion of the purchase price of any of the Bond is
being provided by the issuance of any other obligations of the Issuer or any other governmental
entity. The Bond proceeds will not be loaned to any governmental entity.
Part C: Private Activity and Other Project Limitations
1. Expectations Regarding Project Use for Life of Bond. The Issuer reasonably
expects to use the Project for governmental purposes of the Issuer during the entire term of the
Bond.
2. Private Uses of Project. Part II of Exhibit A describes the Issuer's reasonable
expectations regarding:
a. each use to be made of the Project by any private person or entity (that is,
any entity other than (i) the Issuer, (ii) other state or local governmental entities, or
(iii) members of the public generally), and
b. all payments (if any) directly or indirectly in respect of any use to be made
of the Project by any private person or entity, which are to be made after the Issue Date.
The Issuer does not expect (i) any private business use that is not related to a use of the Project
for governmental purposes or (ii) private business use that is related to such governmental
purposes but is greater than governmental purposes financed with the Bond.
3. No Private Loans. No portion of the Bond proceeds will be used, directly or
indirectly, to make or finance a loan to any person (other than a State or local government unit).
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Tax Certificate Tukwila LTGO 2021
4. Reimbursement. No portion of the Bond proceeds will be used for reimbursement
of expenditures paid by the Issuer prior to the Issue Date except for (i) expenditures paid for
costs of issuance of the Bond, (ii) amounts not in excess of the lesser of $100,000 or 5% of the
Bond proceeds, (iii) preliminary capital expenditures (such as architectural, engineering
surveying, soil testing and similar costs incurred before commencement of acquisition or
construction of the Project) that do not exceed 20% of the issue price of the Bond, and
(iv) capital expenditures that (A) were paid no earlier than 60 days before the date of the
adoption by the Issuer of a declaration of intent (a "Reimbursement Declaration") to reimburse
such expenditures from the proceeds of obligations, and (B) are reimbursed no later than three
years after the later of the date the expenditure was paid or the date the Project is placed in
service. The Reimbursement Declaration was not declared as a matter of course, and is not in an
amount substantially in excess of the amount expected to be necessary for the Project. Proceeds
(if any) used for reimbursement of expenditures will be deposited in the general funds of the
Issuer and will not be used to replace funds of the Issuer to be used to refund debt of the Issuer,
to create a sinking or pledged fund for such debt or the Bond or otherwise to create replacement
proceeds for such debt or for the Bond.
5. Qualified Equity. The Issuer expects to contribute approximately $7,150,000
(the "Qualified Equity") for costs of the Project, consisting of proceeds of obligations that are not
tax -advantaged obligations or funds that are not derived from proceeds of a borrowing. The
Qualified Equity will pay for capital expenditures of the Project on a date that is no earlier than
the date such expenditures would be eligible for reimbursement as described in Section 1.150-
2(d)(2) of the Regulations and no later than the date the Project is placed in service (except for a
reasonable retainage not exceeding 5% or as otherwise permitted under guidance from the
Internal Revenue Service).
6. Costs of Proiect. The total cost of the Project is anticipated to be approximately
$9,000,000. Any costs of the Project not financed out of sale or investment proceeds of the Bond
will be financed out of the Issuer's available funds, including the Qualified Equity.
Part D: Flow of Funds; Temporary Periods
1. Flow of Funds. The Bond Ordinance creates the "Debt Service Fund" and the
"Project Fund," which are described in more detail below. The Debt Service Fund and the
Project Fund are held by the Issuer pursuant to the terms of the Bond Ordinance.
2. Issuance Costs. Bond proceeds in the amount of $17,279.32 will be deposited in
the Project Fund and expended for payment of legal fees, Lender fees, Municipal Advisor fees,
printing costs and other costs incurred in connection with the issuance of the Bond and will be
fully expended promptly upon receipt of invoices. Any amounts remaining after 60 days or
payment of all issuance costs will be retained in the Project Fund and used for the purposes
thereof.
3. Proiect Fund.
a. Capital Expenditures. Other than amounts spending on issuance costs, all
expenditures from the Project Fund will be for (i) costs that are chargeable to the capital
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Tax Certificate Tukwila LTGO 2021
accounts of the Project and (ii) interest on the Bond in an amount that does not exceed the
interest on the Bond for the period that commences on the Issue Date and ends on the
later of (A) the date that is 3 years from the Issue Date or (B) the date that is 1 year after
the date on which the Project is placed in service; however, up to 5% of the Sale Proceeds
of the Bond may be spent on working capital costs directly related to the Project.
b. Completion of Project. The Issuer has entered into a contract or contracts
with respect to the Project constituting a substantial binding obligation of the Issuer to a
third party to expend at least 5% of the Net Sale Proceeds of the Bond (as shown above).
Not less than 85% of the Net Sale Proceeds will be spent within 3 years of the Issue Date.
The Issuer will proceed with due diligence to complete the Project and to allocate the
Bond proceeds to expenditures for the Project. Completion is expected by December,
2021.
Exhibit A contains a schedule of reasonably expected expenditures of
proceeds of the Bond from the Project Fund for costs of the Project (the "Draw Down
Schedule"). The Issuer has documentation (e.g., architectural and engineering reports,
plans and drawings, agreements and contracts) supporting its expectations regarding the
expenditures set forth in the Draw Down Schedule.
C. Investment of Project Fund. Amounts deposited in the Project Fund will
be invested without yield restrictions for the period from the Issue Date to the date that is
3 years after the Issue Date unless earlier expended (the "3 -year Temporary Period").
Interest earnings and gains resulting from investment of the Project Fund will be retained
in that Fund and used for the payment of costs of the Project. Proceeds of the Bond and
any interest earnings and gains remaining in the Project Fund following the 3 -year
Temporary Period will be invested at a yield not in excess of the yield of the Bond or
yield reduction payments will be made with respect to such investment. Amounts, if any,
remaining in the Project Fund upon completion of the Project will be retained in the
Project Fund and used for capital expenditures in furtherance of the governmental
purposes of the Issuer or transferred to the Bond Fund and used for payment of debt
service on the Bond, as directed by the Issuer.
4. Pledge of Revenues; General Fund. The Issuer has pledged the receipts from
certain levies of ad valorem property taxes and other available revenues (the "Revenues") to the
payment of debt service on the Bond. The Issuer expects that the Revenues will be sufficient
each year to pay debt service. Upon receipt, the Revenues will be deposited in the general funds
(the "General Fund") of the Issuer. Amounts in the General Fund may be used for any lawful
purposes of the Issuer. While on deposit in the General Fund, there is no assurance that the
Revenues will be available for the payment of debt service on the Bond if the Issuer encounters
financial difficulties. The Revenues, and other amounts in the General Fund, may be invested
without yield restrictions.
5. Debt Service Fund. The Issuer will transfer Revenues from its General Fund to
the Debt Service Fund when required for payment of debt service on the Bond. The Debt Service
Fund has been established primarily to achieve a proper matching of Revenues and debt service
due on the Bond during each year that the Bond is outstanding. Amounts deposited in the Debt
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Tax Certificate Tukwila LTGO 2021
Service Fund will be spent within 13 months of the date of deposit, and the Debt Service Fund
will be depleted at least once a year except for a reasonable carryover amount not in excess of
the greater of earnings on said Fund during the preceding bond year for the Bond or 1/12th of
debt service on the Bond during the preceding bond year for the Bond. Amounts in the Debt
Service Fund will be invested without yield restrictions. Interest earnings and gains resulting
from investment of the Debt Service Fund will be retained in the Debt Service Fund and used for
the payment of debt service on the Bond.
No Reserve Fund. No debt service reserve fund has been established with respect
to the Bond.
7. Minor Portion. The Issuer does not expect to invest any proceeds of the Bond at a
yield which is higher than the yield on the Bond if such amounts are subject to yield restriction
under the Code; however, under the Code, the Issuer may invest a Minor Portion of otherwise
restricted amounts at an unrestricted yield. The Minor Portion is an amount not to exceed in the
aggregate the lesser of $100,000 or 5% of the Sale Proceeds of the Bond.
Part E: Other Replacement Proceeds
1. No Other Pledged Amounts or Investment -Type Property. Except as described
herein, no amounts have been pledged to, or are reasonably expected to be used directly or
indirectly to pay, principal or interest on the Bond, nor are there any amounts that have been
reserved or otherwise set aside such that there is a reasonable assurance that such amounts will
be available to pay principal or interest on the Bond.
2. No Negative Pledges. There are no amounts held under any agreement requiring
the maintenance of amounts at a particular level for the direct or indirect benefit of the owners of
the Bond or any guarantor of the Bond, excluding for this purpose amounts in which the Issuer
may grant rights that are superior to the rights of the owners of the Bond or any guarantor of the
Bond and amounts that do not exceed reasonable needs for which they are maintained and as to
which the required level is tested no more frequently than every 6 months and the amount may
be spent without any substantial restriction other than a requirement to replenish the amount by
the next testing date.
3. No Other Replacement Proceeds. There are no amounts not described herein that
have a sufficiently direct nexus to the Bond or to the Project to conclude that the amounts would
have been used for debt service on the Bond or for the Project if the Bond proceeds were not
being used for those purposes.
4. Safe Harbor. The weighted average maturity of the Bond (6.1195 years) does not
exceed 120% of the average reasonably expected economic life of the Project (20 years x 120%
= 24 years). The weighted average maturity of the Bond was computed by the Municipal Advisor
as set forth in Exhibit C. The average reasonably expected economic life of the Project was
determined in accordance with Section 147(b) of the Code.
W
Tax Certificate Tukwila LTGO 2021
Part F: Yield
1. Yield of the Bond. The Municipal Advisor has computed that the yield of the
Bond is 1.7000%. The yield is the discount rate that, when used in computing the present value
of all principal and interest payments to be made on the Bond from the date of issuance, to
maturity, produces an amount equal to the aggregate Issue Price of $2,867,300.00 (being the face
amount of the Bond). The Lender has made certain representations regarding the Issue Price of
the Bond in Exhibit B.
2. No Hedge Contracts. The Issuer has not entered into, and does not reasonably
expect to enter into, a hedge contract primarily for the purpose of reducing the Issuer's risk of
interest rate changes with respect to the Bond.
3. Yield on Investments. The yield on investments acquired with proceeds of the
Bond will be calculated in an identical manner and by use of the same frequency interval of
compounding interest used to calculate the yield on the Bond. For certain investments subject to
yield restriction, the Issuer may make yield reduction payments to the federal government under
Section 148 of the Code and such payments will be treated as a payment for that investment that
reduces the yield on that investment.
Part G: Compliance with Rebate
1. Bond Year for the Bond. The Issuer selects each period from December 2 through
December 1 of the following calendar year as the bond years for the Bond, except that the first
bond year will commence on the Issue Date and the last bond year will end on the date of
payment of the Bond in full.
2. Exemption from Rebate Requirement. The Issuer is a governmental unit with the
power to impose taxes of general applicability which, when collected, may be used for general
purposes of the Issuer; the Bonds are not private activity bonds within the meaning of section
141 of the Code, and 95% of the Net Sale Proceeds of the Bonds are to be used for local
governmental activities of the Issuer. The aggregate face amount (or, issue prices, in the case of
issues with a net original issue discount or net original issue premium in excess of 2% of the
principal amount of the issue) of all tax-exempt obligations (other than private activity bonds as
defined in section 141 of the Code) issued by the Issuer, including all subordinate entities of the
Issuer and all entities which may issue obligations on behalf of the Issuer, during 2021, is not
reasonably expected to exceed $5,000,000, excluding, however, that portion of current refunding
obligations having a principal amount not in excess of the principal amount of the refunded
obligation. By reason of the statements set forth in this subparagraph, the Issuer will not rebate
excess investment earnings, if any, to the federal government.
Part H: No Abusive Devices; Other Requirements
1. No Abusive Arbitrage Device. The issuance of the Bond does not exploit the
difference between tax-exempt and taxable interest rates to obtain a material financial advantage
and does not overburden the tax-exempt bond market in that the Issuer is not issuing more Bond,
issuing the Bond earlier, or allowing the Bond to remain outstanding longer than is otherwise
reasonably necessary to accomplish the governmental purposes of the Bond.
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Tax Certificate Tukwila LTGO 2021
2. No Hedge Bond. At least 85% of the Net Sale Proceeds will be used to carry out
the governmental purposes of the Bond within 3 years of the Issue Date, and not more than 50%
of the Bond proceeds, if any, are invested in investments having a substantially guaranteed yield
for 4 or more years.
3. No Federal Guarantee. No portion of the debt service on the Bond is being
guaranteed, directly or indirectly, by the United States or any agency or instrumentality of the
United States and no proceeds of the Bond will be invested in federally insured accounts. A
federal guarantee will not be deemed to arise if proceeds are invested during a temporary period
or as part of a bona fide debt service fund or if invested in United States Treasury obligations.
4. Form 8038-G. I have examined the completed Form 8038-G, Information Return
for Tax -Exempt Governmental Obligations, and to the best of my knowledge and belief, it is
true, correct, and complete.
Part I: Allocation and Accounting
1. General. The Issuer will use a consistently applied accounting method to account
for investments and expenditures of proceeds of the Bond. Allocations of Bond proceeds to
expenditures will be made only with respect to a current outlay of cash for the expenditures. No
proceeds of the Bond will be allocated to any expenditure to which proceeds of any other
obligations have been allocated.
2. Final Allocation. The Issuer will identify any deviations in the Project financed
from the description in Exhibit A, confirm the amount of Qualified Equity allocated to the
Project, and allocate proceeds of the Bond to expenditures with respect to the Project no later
than 18 months after the later of the date the expenditure is paid or the date the Project is placed
in service. In the event allocations of Bond proceeds to expenditures are not made within 60 days
after the date that is 5 years after the Issue Date, the Issuer acknowledges that the Internal
Revenue Service may apply a specific tracing accounting method to account for investment and
expenditures of proceeds of the Bond.
3. No Commingled Funds. The Issuer expects to invest all proceeds of the Bond in
segregated accounts or within a commingled fund where Bond proceeds are invested and
accounted for separately. If any Bond proceeds are invested commingled accounts that are
invested and accounted for collectively, all payments and receipts of any investments will be
allocated based on a consistently applied, reasonably ratable allocation method in accordance
with Section 1.148-6(e) of the Regulations.
4. Books and Records. The Issuer will maintain books and records relating to the
Tax Covenants and the representations and certifications set forth herein until 3 years after the
date of retirement or redemption of the Bond. Such records include, but are not limited to,
documents (i) establishing the accounting method used, (ii) accounting for all investments of
proceeds of the Bond, (iii) establishing compliance with rebate requirements, (iv) substantiating
the allocation of proceeds of the Bond to expenditures, and (v) tracking the use of the Project.
5. Written Procedures. The Issuer has implemented the practices and procedures
(the "Written Procedures") set forth in Exhibit D in order to assure that the Bond proceeds are
-8-
Tax Certificate Tukwila LTGO 2021
used in such a manner so as not to violate the provisions of the Code and the applicable
Regulations and to take remedial actions in the event of a violation. These Written Procedures
generally account for and monitor (i) the expenditure and investment of Bond proceeds, (ii) the
use of the Project financed with the Bond proceeds, and (iii) any changes in the underlying
structure of the Bond financing.
6. Amendment. This Tax Certificate may be amended or supplemented to make
such additions, deletions or modifications as may be necessary or desirable to assure exemption
from federal income taxation of interest on the Bond without consent of the holder of the Bond.
[signature page follows]
M
Tax Certificate Tukwila LTGO 2021
On the basis of the foregoing, it is not expected that the Bond proceeds will be used in a
manner that would cause the Bond to be a private activity bond under Section 141 of the Code or
to be an arbitrage bond under Section 148 of the Code and applicable Regulations.
Dated as of the Issue Date. CITY OF TUKWILA
-10-
Tax Certificate Tukwila LTGO 2021
V y Carlsen, Finance Director
Schedule of Exhibits
Exhibit A —
I. Description of Project
II. Description of Private Use
III. Schedule of Expected Expenditures
Exhibit B — Issue Price Certificate
Exhibit C — Certificate of the Municipal Advisor
Exhibit D — Written Procedures
-11-
-r i -',C* � m 1 •1 r conn'InII
Exhibit A
PART I. Description of Project
Bond proceeds will finance the construction of a public works facility on land previously
purchased by the Issuer.
PART II. Description of Private Use
A. Describe each use to be made of the Project by any private person or entity (that
is, any entity other than (i) the Issuer, (ii) other State or local governmental entities, or
(iii) members of the general public), applying the following rules: (A) any activity carried on by
a person other than a natural person or a state or local governmental unit will be treated as a trade
or business of a nongovernmental person; (B) the use of all or any portion of the Project is
treated as the direct use of proceeds; (C) a nongovernmental person will be treated as a private
business user of proceeds of the Bond as a result of ownership, actual or beneficial use pursuant
to a lease, or a management or incentive payment contract, or certain other arrangements such as
a take -or -pay or other output -type contract; and (D) the private business use test is met if a
nongovernmental person has special legal entitlements to use directly or indirectly the Project. If
the Project is not available for general public use, describe any special economic benefit from the
Project to any nongovernmental persons.
None
B. Payments to be made on or after the Issue Date with respect to the private uses
described above.
None
A-1
Tax Certificate Tukwila LTGO 20214853-0141-4636 v.l
Exhibit A (continued)
PART III. Schedule of Expected Expenditures
The table below lists all reasonably expected expenditures of the Bond proceeds deposited in the
Project Fund (including investment earnings to the extent those earnings remain on deposit in the
Project Fund).
The Issuer reasonably expects that all Bond proceeds will be spent within 3 years after the Issue
Date.
On the Issue Date, the Issuer does not expect to reimburse any prior expenditures from proceeds
of the Bond.
Public Works Shops Project
Projected Cash Flow*
Paid to Date through Q2
Actual and Projected:
$1.9 Million
Projected Q3
$3.9 Million
Projected Q4
$2.8 Million
Projected Q1 of 2022
$0.5 Million
*Includes Bond proceeds and Qualified Equity, including general revenues and utility revenues,
to be expended on the Project. Bond proceeds will be expended prior to general fund revenues.
A-2
EXHIBIT B
ISSUE PRICE CERTIFICATE
The undersigned duly authorized representative of Capital One Public Funding, LLC
(the "Lender") hereby certifies in good faith as of the issue date for the Bond that:
1. The Lender is extending credit evidenced by its purchase of the Bond in the
amount of $2,867,300.00, equal to the par amount of the Bond. The Bond is not being issued in
exchange for property.
2. The Lender is not acting as an Underwriter with respect to the Bond. The Lender
has no present intention to sell, reoffer, or otherwise dispose of the Bond (or any portion of the
Bond or any interest in the Bond). The Lender has not contracted with any person pursuant to a
written agreement to have such person participate in the initial sale of the Bond, and the Lender
has not agreed with the Issuer pursuant to a written agreement to sell the Bond to persons other
than the Lender or a related party to the Lender.
Public means any person (including an individual, trust, estate, partnership, association,
company, or corporation) other than an Underwriter or a related party to an Underwriter. The
term "related party" for purposes of this certificate generally means any two or more persons
who have greater than 50% common ownership, directly or indirectly.
Underwriter means (i) any person that agrees pursuant to a written contract with the
Issuer (or with the lead underwriter to form an underwriting syndicate) to participate in the initial
sale of the Bond to the Public, and (ii) any person that agrees pursuant to a written contract
directly or indirectly with a person described in clause (i) of this paragraph to participate in the
initial sale of the Bond to the Public (including a member of a selling group or a party to a retail
distribution agreement participating in the initial sale of the Bond to the Public).
No loan fees will be paid to the Lender on the Issue Date of the Bond.
The Issuer may rely on the statements made herein in connection with making the
representations set forth in the Federal Tax Certificate and in its efforts to comply with the
conditions imposed by the Code on the exclusion of interest on the Bond from the gross income
of its owners. Bond Counsel also may rely on this certificate for purposes of its opinion
regarding the treatment of interest on the Bond as excludable from gross income for federal
income tax purposes. We acknowledge that Bond Counsel's opinion applies to amounts properly
treated as interest on the Bond and does not apply to fees, charges or contingent payments that
may be paid with respect to the Bond. In addition, we acknowledge that if the terms of the Bond
are modified after the Issue Date, such modification may result in a reissuance which could have
an adverse effect on the tax-exempt status of the Bond. Capitalized terms used but not defined
herein have the meanings given those terms in the Federal Tax Certificate.
I:
Dated: June 8, 2021
I' -►W
CAPITAL ONE PUBLIC FUNDING, LLC
By: OAXAIZ4, 49tt�
Name: Catherine DeLuca
Title: Vice President
EXHIBIT C
CERTIFICATE OF MUNICIPAL ADVISOR
I, the undersigned representative of the Municipal Advisor, make this certificate for the
benefit of all persons interested in the exclusion from gross income for federal income tax
purposes of the interest on the Bond. Each capitalized term used herein has the meaning
specified for such term in the Federal Tax Certificate to which this Exhibit C is attached
(the "Federal Tax Certificate"). I hereby certify as follows as of the Issue Date:
1. I am the duly chosen, qualified and acting representative of the Municipal
Advisor; as such, I am familiar with the facts herein certified and I am duly authorized to execute
and deliver this certificate on behalf of the Municipal Advisor. The Municipal Advisor has
worked with representatives of the Issuer in structuring the financial terms of the Bond.
2. The Municipal Advisor has worked closely with representatives of the Issuer in
structuring the financial terms of the Bond. To the best of the Municipal Advisor's knowledge,
which was acquired in the course of structuring the Bond on behalf of the Issuer, (i) the Bond
was not structured to take advantage of the difference between tax exempt and taxable rates
except as identified in the Federal Tax Certificate with respect to permissible investments subject
to arbitrage rebate, and (ii) the Bond was not issued earlier, in a greater amount, with reserves or
sinking funds larger, or with a maturity longer than was reasonably necessary to finance the
project financed by the Bond.
3. As shown on the Schedules, the yield on the Bond has been calculated to be
1.7000%. For purposes of this certificate, we have computed yield as the discount rate that, when
used in computing the present value of all principal and interest payments to be made on the
Bond from the date of issuance, to maturity, produces an amount equal to the aggregate Issue
Price.
4. As shown on the attached Schedules, the weighted average maturity of the Bond
is 6.1195 years. For purposes of this certificate, the weighted average maturity of the Bond is the
sum of the products of the issue price of each maturity and the number of years to maturity
(determined taking into account mandatory redemptions), divided by the aggregate issue price of
the Bond.
To the extent that we provided the Issuer and Pacifica Law Group LLP ("Bond Counsel")
with certain computations that show a bond yield, issue price, weighted average maturity and
certain other information with respect to the Bond, these computations are provided for
informational purposes and are based on our understanding of directions that we have received
from Bond Counsel regarding interpretation of the applicable law. We express no view
regarding the legal sufficiency of any such computations or the correctness of any legal
interpretation made by Bond Counsel.
The Issuer may rely on the statements made herein in connection with making the
representations set forth in the Certificate and in its efforts to comply with the conditions
imposed by the Code on the exclusion of interest on the Bond from the gross income of their
C-1
owners. Bond Counsel also may rely on this certificate for purposes of its opinion regarding the
treatment of interest on the Bond as excludable from gross income for federal income tax
purposes.
PFM Financial Advisors LLC
Name: Michael B tj a ger
Title: Managing Director
Date: June 8, 2021
C-2
Schedules to Exhibit C
C-3
Dated Date
0610612021
Delivery Date
0610812021
Redemption
Bond Component Date
Principal
Coupon
Price
Issue Price
at Maturity
Term Bond:
1210112022
265,500.00
1300%
1130-000
265,5W.00
265,500.00
1210112023
270,000.00
1-700%
1130.000
270,00OZ0
270,00000
1210112024
274,600.0f)
1-700%
100-000
274.600.00
274,60000
1210112025
279200,00
1100%
100000
279,20000
279,20100
12101/20276
284,000-00
1.700%
100-000
284,00000
284,00UO
12101120-77
288,800-00
1100%
100000
288,800.00
288,800.00
12M112028
293,700-00
1300%
100-000
293,700.00
293,700-00
1210112029
298,700.00
1700%
100-00
298,700.00
298,700.00
1210112030
303,80000
1700%
100 -OW
303,840,00
303,800.00
1210112031
309,000.00
1100%
100.000
309,000.00
309,000-00
2,867,300.00
2,867,300.00
2,867,300.00
Stated
Weighted
Matuft
Interest
Issue
Redemption
Average
Date
Rate
Price
at Maturity
maturity
yiew
Final Maturity IMIM31
1.700%
309,900.00
309,0100
Entire Issue
2,867,30UO
2,867,30100
6.1195
1.70009
Proceeds used for accrued interest
0.013
Proceeds used for bond issuance costs
(inclixiing underwriters' discount)
17,279.32
Proceeds used for credit enhancement
0.00
Proceeds allocated to reasonably required reserve or replacement fund
D -OD
C-3
EXHIBIT D
WRITTEN PROCEDURES
(attached)
CITY OF TUKWILA DEBT POLICY
A debt policy and appropriate management of debt issued by the City of Tukwila (the "City") is an
important factor in measuring its financial performance and condition. Proper use and management of
borrowing can yield significant advantages. From a policy perspective, the City uses debt as a
mechanism to equalize the costs of needed improvements to both present and future citizens.
SECTION I. PURPOSE, TYPE AND USE OF DEBT
In the issuance and management of debt, the City shall comply with the Washington State
constitution and with all other applicable legal requirements imposed by federal, state and local
laws, rules and regulations. Approval from the City Council (the "Council") is required prior to the
issuance of all debt. Long-term debt will only be used for improvements that cannot be financed
from current revenues or to fulfill the purposes set forth in the first paragraph of this Debt Policy
(the "Policy").
Long-term debt will only be issued after reviewing the impact on the Six Year Financial Planning
Model and its policy guidelines. When both tax exempt and taxable debt is under consideration,
priority will be given to issuing the tax exempt debt, unless otherwise justified.
Limited Tax General Obligation (LTGO) Bonds The City is authorized to sell LTGO bonds
under RCW 39.36.020, subject to the approval of the Council. LTGO bonds will be issued only if:
(1) a project requires funding not available from alternative sources; (2) the project has a useful life
longer than .five years, and the Council determines it is appropriate to spread the cost over that useful
life, to achieve intergenerational equity, so those benefiting will also be the ones paying; (3) matching
money is available which may be lost if not applied for in a timely manner; or (4) emergency
conditions exist as determined by the Council. LTGO (non -voted) debt of the City shall not
exceed an aggregate total of 1.5 percent of the City's assessed value of taxable property within
the City.
Unlimited Tax General Obligation (UTGO) Bands. The City is authorized to sell UTGO
bonds under RCW 39.36.020, subject to the approval of the Council, and subject to voter approval.
UTGO debt will be used for capital purposes when the use of an excess tax levy is necessary for
debt service payments. No combination of UTGO (voter approved) debt and LTGO debt of the
City shall exceed an aggregate total of (a) 2.5 percent of the City's assessed value of the taxable
property within the City for general purposes; (b) 2.5 percent of the City's assessed value of the
taxable property within the City for parks, open spaces and capital facilities associated with
economic development; and (c) 2.5 percent of the City's assessed value of the taxable property
within the City for utility purposes.
Revenue Bonds. The City is authorized to sell revenue bonds under RCW 35.41.030, subject to
the approval of the Council. Revenue bonds will be issued to finance the acquisition, construction
or improvements to facilities of enterprise systems operated by the City, in accordance with a
system and plan of improvements. The enterprise system must be legally authorized for operation
by the City. There are no legal limits to the amount of revenue bonds the City can issue, but the
City will not incur revenue obligations without first ensuring the ability of an enterprise system
to meet all pledges and covenants customarily required by investors in such obligations during the
term of the obligation.
Local Improvement District Bonds. The City is authorized to sell local improvement district
(special assessment) bonds ("LID bonds") under RCW 35.45.010, subject to the approval of the
Council. LID bonds are issued to finance projects that will provide special benefit to certain
property owners. The specially benefiting property owners are levied an assessment, based upon a
formula developed to fairly reflect the benefit received by each property owner in the local
improvement district. After consideration and review, the City may form local improvement
districts upon petition of benefiting property owner(s), unless the Council determines to establish
such districts by resolution, pursuant to statutory authority. LIDs for utility improvements may be
authorized as ULIDs, which may be financed through issuance of Revenue Bonds.
Lease Purchase Financing. Lease purchase financing may be used when the cost of borrowing or
other factors make it in the City's best interest.
Short -Terra Debt. The City is authorized to incur short-term debt under chapter 39.50 RCW,
subject to the approval of the Council. Short-term debt may be issued to meet: (1) the immediate
financing needs of a project for which long-term financing has been identified and is likely or
secured but not yet received; or (2) cash flow needs within authorized budgets and anticipated
receipts for the budget year.
The Finance Director is authorized to make loans from one City fund to another City fund for periods
not exceeding twelve months. The Finance Director or designee is required to assure that the loaning
fund will have adequate cash balances to continue to meet current expenses after the loan is made and
until repayment from the receiving fund. All interfund short-term borrowing will bear interest based
upon prevailing Local Government Investment Pool rates.
SECTION 2. RESPONSIBILITIES
The primary responsibility for debt management rests with the City's Finance Director.
The Finance Director shall (or shalt cause the following to occur);
- Provide for the issuance of debt at the lowest cost and risk;
- Determine the available debt capacity;
- Provide for the issuance of debt at appropriate intervals and in reasonable amounts as
required to fund approved projects;
- Recommend to the Council the manner of sale of debt;
Monitor opportunities to refund debt and recommend such refunding as appropriate;
- Comply with all Internal Revenue Service (IRS), Securities and Exchange Commission (SEC)
and Municipal Securities Rulemaking Board (MSRB) rules and regulations governing the
issuance of debt pursuant to the City's Post Issuance Compliance Policy;
- Provide information for and participate in the preparation and review of bond offering or
disclosure documents;
Comply with all terms, conditions and disclosures required by Ordinances governing the
debt issued;
Submit to the Council all recommendations to issue debt;
Distribute to appropriate repositories, such as the EMMA repository managed by the Municipal
Securities Rulemaking Board, information regarding financial condition and affairs at such
times and in the form required by contract, regulation and general practice, including Rule
15c2-12 regarding continuing disclosure;
• Provide for the distribution of pertinent information to rating agencies;
• Coordinate and lead presentations to rating agencies, when appropriate;
• Maintain a database with all outstanding debt;
• Apply and promote prudent fiscal practices;
• Select a qualified'financial advisor with experience in municipal finance in Washington, and
registered with the SEC and MSRB as a "municipal advisor," and
• Account for and pay all bonded indebtedness for the City , by specifically providing for the
timely payment of principal of and interest on all debt; and ensuring that the fiscal agent
receives funds for payment of debt service on or before the payment date.
The Council shall.
• Approve the Debt Policy;
- Approve indebtedness;
• Approve budgets sufficient to provide for the timely payment of principal and interest on debt;
• Determine the most appropriate financing plan for proposed debt, based on recommendation
from the Finance Director, upon advice of the City's financial advisor; and
By Ordinance, delegate broad or limited authority to the Finance Director relative to execution
of a financing plan approved by the Council.
SECTION 3: METHOD OF SALE OF BONDS
Competitive Sale The Finance Director may, upon the advice of the City's financial advisor,
submit to the Council a recommendation to sell debt on a competitive bid basis. City debt issued
on a competitive bid basis will be sold to the bidder proposing the lowest true interest cost to the
City. Such bid may take the form of electronically transmitted offers to purchase the bonds.
Negotiated Sale. The Finance Director may, upon the advice of the City's financial advisor,
submit to the Council a recommendation to sell debt on a negotiated basis. If debt is sold on a
negotiated basis, the negotiations of terms and conditions shall include, but not be limited to,
prices, interest rates, redemption provisions and underwriting compensation. The Finance Director,
with the assistance of its financial advisor, shall evaluate the terms offered by the underwriter
including comparison of terms with prevailing terms and conditions in the marketplace for
comparable issues. if more than one underwriter is included in the negotiated sale of debt, the
Finance Director shall establish appropriate levels of liability, participation and priority of orders
and, with the assistance of its financial advisor, oversee the bond allocation process.
Private or Direct Placement. When deemed appropriate to minimize the direct or indirect costs
and risks of a debt issue, the Finance Director will, upon the advice of the City's financial advisor,
submit. to the Council a request to incur debt issue through a private placement or direct bank
placement.
SECTION 4. REFUNDING BONDS OR NOTES
Refundings will be conducted in accordance with chapter 39.53 RCW. Unless otherwise justified,
the City will refinance debt to either achieve debt service savings as market opportunities arise, or to
eliminate restrictive covenants.
Unless otherwise justified, an "advance refunding" transaction will require a present value savings
of five percent of the principal amount of the debt being refunded. In addition to the savings, any
determination to refund debt should take into consideration all costs and negative arbitrage in the
refunding escrow.
A "current refunding" transaction will require present value savings in an amount or percentage to
be determined by the Finance Director based upon the advice of the City's financial advisor.
SECTION 5. STRUCTURAL ELEMENTS
Maturity Term. The City shall issue debt with an average life less than or equal to the average
life of the assets being financed. Unless otherwise stated in law, the final maturity of the debt shall
be no longer than 40 years (RCW 39.46.110).
Debt Service Structure. Unless otherwise justified and deemed necessary, debt service should be
structured on a level annual basis. Refunding bonds should be structured to produce debt service
savings as determined by the Finance Director, based upon the advice of the City's financial
advisor, to be in the best interest of the City. Unless specifically justified and deemed necessary.
debt shall not have capitalized interest. If appropriate, debt service reserve funds may be used for
revenue bonds.
Maturity Structure. The City's long-term debt may include serial and term bonds. Unless
otherwise justified, term bonds should be sold with mandatory sinking fund requirements.
Price Structure. The City's long-term debt may include par, discount and premium bonds.
Discount and premium bonds must be demonstrated to be advantageous relative to par bond
structures, given applicable market conditions and the City's financing goals.
Interest Payments Unless otherwise justified and deemed necessary, long-term debt will bear
interest payable semiannually.
Redemption Features. For each transaction, the City shall evaluate the costs and benefits of
call provisions.
Capitalization. Debt service reserves may be capitalized for enterprise activities only. Costs of
issuance may be capitalized for all debt. Interest costs may be capitalized upon the advice of the
City's financial advisor for any type of debt.
Bond Insurance. The City may evaluate the costs and benefits of bond insurance or other credit
enhancements. Any credit enhancement purchased by the City shall be competitively procured
unless otherwise justified.
Tax -exemption. Unless otherwise justified and deemed necessary, the City shall issue its debt on
a tax-exempt basis. Taxable debt may be justified based on a need for flexibility in use of
proceeds, or when expected to reduce burdens relative to IRS rules.
SECTION 6. CREDIT OBJECTIVE
The City shall seek to maintain and improve its bond rating or ratings, as applicable.
SECTION 7. USE OF PROFESSIONALS AND OTHER SERVICE PROVIDERS
Bond Counsel. All debt issued by the City will include a written opinion by bond counsel
affirming that the City is authorized to issue the debt, and that all statutory requirements have
been met. The bond counsel opinion and other documents relating to the issuance of debt will
be prepared by nationally recognized bond counsel with extensive experience in public finance
and tax issues. Band counsel will be appointed by the Finance Director consistent with the
City's general authority to contract. .
Financial Advisor. The Finance Director will appoint a financial advisor for each debt issue, or
for a specified term, consistent with the City's general authority to contract. The financial advisor
shall be nationally recognized, have comprehensive municipal debt experience, including debt
structuring and pricing of municipal securities, be registered as a "municipal advisor" with the
MSRB and SEC, and have knowledge of State laws relating to City finances. The City
financial advisor is to be available for general purposes, and will assist the City with all financing
issues. In no case shall the financial advisor serve as underivriterfor the Citys debt issues.
Underwriter. The Finance Director in consultation with the City's financial advisor will select
an underwriter for any negotiated sale of bonds. The selection of an underwriter may be for an
individual bond issue, series of financings or a specified time period, as determined by the
Finance Director. Depending upon the nature and amount of each financing, the Finance Director
is authorized, in consultation with the City's financial advisor, to appoint more than one
underwriter for each financing and to designate one underwriting firm as the managing
underwriter.
Other Service Providers. Professional services such as verification agent. escrow agent or
rebate analyst shall be appointed by the Finance Director in consultation with the City's
financial advisor and/or bond counsel.
Other City Policies and Procedures. The City shall comply with its Post -Issuance "Tax
Compliance Policy, and shall provide the appropriate department heads and staff with educational
opportunities to ensure they are aware of requirements that may pertain to bond financed facilities
and assets relating to their duties.
SECTION 8. POST -ISSUANCE COMPLIANCE PROCEDURES
Continuing Disclosure Obligations for All Bonds
Purpose. At the time of issuance of any Bonds, regardless of tax status, the City is required to
enter into a Continuing Disclosure Undertaking ("Undertaking") in order to allow the
underwriter of the Bonds to comply with Securities and Exchange ("SEC") Rule 15(c)2-12. The
Undertaking is a contract between the City and the underwriter in which the City agrees to
provide certain information to an "information repository" operated by the Municipal Securities
Rulemaking Board ("MSRB") to ensure investors have access to annual updates and related
events that occur during the year.
Responsibility for Undertaking. The Finance Director is responsible for negotiating the terms of
and complying with each of the City's Undertakings. The Finance Director will negotiate the
terms of the Undertaking at the time of each bond issuance, with a goal of meeting the
requirements of Rule 15(c)2-12, without undue burden on the City. The Finance Director will
strive to ensure that each Undertaking is similar to prior Undertakings to the extent possible, to
simplify future compliance.
Compliance with Undertaking. The Finance Director will have responsibility for ensuring
compliance with each Undertaking, which activities may be delegated to staff within the finance
department. This will require certain annual filings, by a set due date, as well as periodic filings
as certain specified events arise. Filings are to be made through the Electronic Municipal Market
Access ("EMMA") portal, managed by the MSRB. The Finance Director is responsible for
knowing the terms of the City's Undertakings, and ensuring appropriate staff within the finance
department and other departments of the City are aware of the events that may require a filing.
Certification of Compliance- At the time of each subsequent bond issue, the Finance Director is
responsible for reviewing all prior compliance, and providing a statement as to that prior
compliance, as required by Rule 15(c)2-12. Each official statement will include a statement that
describes compliance (or non-compliance) with each prior undertaking, which statement will be
certified by the Finance Director.
Compliance Relating to Tax Exempt Bonds
Purpose. The purpose of these.post-issuance compliance procedures ("Compliance Procedures")
for tax-exempt bonds and other obligations issued by the City for which federal tax exemption is
provided by the Internal Revenue Code of 1986, as amended (the "Code"), is to facilitate
compliance by the City with the applicable requirements of the Code that must be satisfied after
the issue date of the bonds to maintain the tax exemption for the bonds after the issue date.
Responsibility for Monitoring Post -Issuance Tax Compliance. The City Council of the City has
the overall, final responsibility for monitoring whether the City is in compliance with post -
issuance federal tax requirements for the City's tax-exempt bonds. However, the City Council
has delegated the primary operating responsibility to monitor the City's compliance with post -
issuance federal tax requirements for the City's bonds to the Finance Director and has authorized
and directed the Finance Director of the City to adopt and implement on behalf of the City these
Compliance Procedures.
Arbitrage Yield Restriction and Rebate Requirements. The Finance Director will maintain or
cause to be maintained records of:
(a) purchases and sales of investments made with bond proceeds (including amounts treated as
"gross proceeds" of bonds under section 148 of the Code) and receipts of earnings on those
investments;
(b) expenditures made with bond proceeds (including investment earnings on bond proceeds) in
a timely and diligent manner for the governmental purposes of the bonds, such as for the
costs of purchasing, constructing and/or renovating property and facilities;
(c) information showing, where applicable for a particular calendar year, that the City was
eligible to be treated as a "small City" in respect of bonds issued in that calendar year
because the City did not reasonably expect to issue more than $5,000,000 of tax-exempt
bonds in that calendar year;
(d) calculations that will be sufficient to demonstrate to the Internal Revenue Service ("'IRS")
upon an audit of a bond issue that, where applicable, the City has complied with an available
spending exception to the arbitrage rebate requirement in respect of that bond issue;
(e) calculations that will be sufficient to demonstrate to the IRS upon an audit of a bond issue for
which no exception to the arbitrage rebate requirement was applicable, that the rebate
amount, if any, that was payable to the United States of America in respect of investments
made with gross proceeds of that bond issue was calculated and timely paid with Form 8038-
T timely filed with the IRS; and
(f) information and records showing that investments held in yield -restricted advance refunding
or defeasance escrows for bonds, and investments made with unspent bond proceeds after the
expiration of the applicable temporary period, were not invested in higher -yielding
investments.
Restrictions on Private Business Use and Private Loans. The Finance Director will adopt
procedures calculated to educate and inform the principal operating officials of those
departments, including utility departments, if any, of the City (the "users") for which land,
buildings, facilities and equipment ("property") are financed with proceeds of tax-exempt bonds
about the restrictions on private business use that apply to that property after the bonds have
been issued, and of the restriction on the use of proceeds of tax-exempt bonds to make or finance
any loan to any person other than a state or local government unit. In particular, following the
issuance of bonds for the financing of property, the Finance Director shall provide to the users of
the property a copy of these Compliance Procedures and other appropriate written guidance
advising that:
(a) "private business use" means use by any person other than a state or local government unit,
including business corporations, partnerships, limited liability companies, associations,
nonprofit corporations, natural persons engaged in trade or business activity, and the United
States of America and any federal agency, as a result of ownership of the property or use of
the property under a lease, management or service contract (except for certain "qualified"
management or service contracts), output contract for the purchase of electricity or water,
privately sponsored research contract (except for certain "qualified" research contracts),
"naming rights" contract, "public-private partnership" arrangement, or any similar use
arrangement that provides special legal entitlements for the use of the bond -financed
property;
(b) under section 141 of the Code, no more than 10% of the proceeds of any tax-exempt bond
issue (including the property financed with the bonds) may be used for private business use,
of which no more than 5% of the proceeds of the tax-exempt bond issue (including the
property financed with the bonds) may be used for any "unrelated" private business use—
that is, generally, a private business use that is not functionally related to the governmental
purposes of the bonds; and no more than the lesser of $5,000,000 or 5% of the proceeds of a
tax-exempt bond issue may be used to make or finance a loan to any person other than a state
or local government unit;
(c) before entering into any special use arrangement with a nongovernmental person that
involves the use of bond -financed property, the user must consult with the Finance Director,
provide the Finance Director with a description of the proposed nongovernmental use
arrangement, and determine whether that use arrangement, if put into effect, will be
consistent with the restrictions on private business use of the bond -financed property;
(d) the Finance Director is to communicate with the City's bond counsel and/or financial advisor
relative to any proposed change in use or special use arrangement that may impact the status
of the bonds, before entering into such agreement.
0
PACIFICA
LAW GROUP
June 22, 2021
VIA CERTIFIED MAIL
RETURN RECEIPT REQUESTED
Department of the Treasury
Internal Revenue Service Center
Ogden, UT 84201
Re: City of Tukwila, Washington
Limited Tax General Obligation Bond, 2021A - $2,867,300
Ladies and Gentlemen:
T 206.245.1700
1191 2nd Avenue, Suite 2000
Seattle, WA 98101-3404
pacificalawg rou p.com
Enclosed please find an IRS Form 8038-G relative to the above -captioned issue.
Very truly yours,
PACIFICA LAW GROUP LLP
By
Lanna Do
Public Finance Clerk
Form 8038-G
(Rev. September 2018)
Department of the Treasury
Internal Revenue Service
Information Return for Tax -Exempt Governmental Bonds
► Under Internal Revenue Code section 149(e)
► See separate instructions. OMB No. 1545 0720
Caution: If the issue price is under $100,000, use Form 8038 -GC.
► Go to www.irs.gov/F803BG for instructions and the latest information.
Reoortina Authority If Amended Return, check here ► LJ
1 Issuer's name
2 Issuer's employer identification number (EIN)
City of Tukwila, Washington
91-6001519
3a Name of person (other than issuer) with whom the IRS may communicate about this return (see instructions)
3b Telephone number of other person shown on 3a
4 Number and street (or P.O. box if mail is not delivered to street address)Room/suite
$ 2,867,300
5 Report number (For IRS Use Only)
6200 Southcenter Boulevard
00
3
6 City, town, or post office, state, and ZIP code
7 Date of issue
Tukwila, Washington 98188-2544
June 8, 2021
8 Name of issue
9 CUSIP number
Limited Tax General Obligation Bond 2021A
None
10a Name and title of officer or other employee of the issuer whom the IRS may call for more information (see
10b Telephone number of officer or other
instructions)
employee shown on 10a
Vickv Carlsen, Finance Director
206 433-1839
Type of Issue (enter the issue price). See the instructions and attach schedule.
11 Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 Health and hospital . . . . . . . . . . . . . . . . . . . . . . . . . .
13 Transportation . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14 Public safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 Environment (including sewage bonds) . . . . . . . . . . . . . . . . . . . .
16 Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17 Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18 Other. Describe ► Public works facility
19a If bonds are TANs or RANs, check only box 19a . . . . . . . . . . . . . . . ► ❑
b If bonds are BANs, check only box 19b . . . . . . . . . . . . . . . . . . ► ❑
20 If bonds are in the form of a lease or installment sale, check box . IN, ❑
nocr+rintinn of Rnnrtc (mmnlPtP fnr the Pntirp issi ip for which this form is hP.ina filed.
(a) Final maturity date
(b) Issue price
(c) Stated redemption
price at maturity
(d) Weighted
average maturity
(e) Yield
21 12101/2031
$ 2,867,300
$ 2,867,300
6.1195 years
1.7000 %
UMM
Uses of Proceeds of Bond Issue (including underwriters' aiscount)
22
23
24
25
26
27
28
29
30
Proceeds used for accrued interest . . . . . . . . . . . . . . . . . . . . .
Issue price of entire issue (enter amount from line 21, column (b)) . . . . .
Proceeds used for bond issuance costs (including underwriters' discount) 24 17,279 32
Proceeds used for credit enhancement . . . . . . . . . . . . 25
Proceeds allocated to reasonably required reserve or replacement fund 26
Proceeds used to refund prior tax-exempt bonds. Complete Part V . . . 27
Proceeds used to refund prior taxable bonds. Complete Part V . . . . 28
Total (add lines 24 through 28) . . . . . . . . . . . . . . . . . . . . . . .
Nonrefunding proceeds of the issue (subtract line 29 from line 23 and enter amount here)
22
23
2,867,300
00
"Al
17,279
32
29
130
2,850,020
68
FUMM
Description of Refunded Bonds. Complete this part only for refunding bonds.
31
32
33
34
Enter the remaining weighted average maturity of the tax-exempt bonds to be refunded . . . ►
Enter the remaining weighted average maturity of the taxable bonds to be refunded . . . . ►
Enter the last date on which the refunded tax-exempt bonds will be called (MM/DDNYYY) ►
Enter the date(s) the refunded bonds were issued ► (MM/DD/YYYY) N/A
NIA years
N/A years
NIA
For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 63773S
Form 8038-G (Rev. 9-2018)
Form 6038-G (Rev. 9-2018)
2
35 Enter the amount of the state volume cap allocated to the issue under section 14 (b)(5) . . . _ 35
36a Enter the amount of gross proceeds invested or to be invested in a guaranteed investment contract
(GIC). See instructions . . . . . . . . . . . . . . . . . . . . • • • • • 36a
b Enter the final maturity date of the GIC ► (MM/DD/YYYY)
c Enter the name of the GIC provider►
37 Pooled financings: Enter the amount of the proceeds of this issue that are to be used to make loans
to other governmental units . . . . . . . . . . . . . . . . . . . . . . . . 37
38a If this issue is a loan made from the proceeds of another tax-exempt issue, check box ► ❑ and enter the following information:
b Enter the date of the master pool bond ► (MM/DD/YYYY)
c Enter the EIN of the issuer of the master pool bond Ol-
d
d Enter the name of the issuer of the master pool bond 10-
39
39 If the issuer has designated the issue under section 265(b)(3)(B)(i)(Ill) (small issuer exception), check box ►
40 If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check box . . . . . . . ► ❑
41a If the issuer has identified a hedge, check here ► ❑ and enter the following information:
b Name of hedge provider ►
c Type of hedge ►
d Term of hedge ►
42 If the issuer has superintegrated the hedge, check box . . . . . . . . . . . . . . ► ❑
43 If the issuer has established written procedures to ensure that all nonqualified bonds of this issue are remediated
according to the requirements under the Code and Regulations (see instructions), check box . , . . . . . . ► L
44 If the issuer has established written procedures to monitor the requirements of section 148, check box . . . . . ►
45a If some portion of the proceeds was used to reimburse expenditures, check here ► ❑ and enter the amount
of reimbursement . . . , . . < , . . _ . . . 10-
b
b Enter the date the official intent was adopted ► MM/DD/YY
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
Signature and belief, they are true, correct, and complete. I further declare that I consent to the IRS's disclosure of the issuer's return information, as necessary to
and process t i% return, to the person that I have autflgrized above.
..
Consent .Tune 8, 2021 Vicky carlsen, Finance Director
Signature of issuerIg authorized representative Date Type or print name and title
Paid
Print/Type preparer's name Preparer's SignaIII r Date Check ❑ if PTIN
Alison J. Bene 6/8/21 self-employed P01066582
Prepares �
Use Only Firm's name No -Pacifica Law Group LLP Firms FAN 1145-1446871
Firm's address ► 1191 Second Avenue, Suite 2000, Seattle Washington98101 Phone no. (206) 245-1700
Form 8038-G (Rev. 9-2018)
CD
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U-1
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0
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M1
a
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tti
U.S. Postal Service TM
CERTIFIED MAIL° RECEIPT
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■ Complete items 1, 2, and 3.
■ Print your name and address on the reverse
so that we can return the card to you.
■ Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
DEPT. OF THE TREASURY
IRS CENTER
OGDEN, UTAH 84201
A. Signature
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❑ Addressee
B. Received by (Printed Name) C. Date of Delivery
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Domestic Return Receipt
Report
TABLE OF CONTENTS
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
"*Revised Final Numbers"
Page
Sources and Uses of Funds . . . . . . . . . . . . . .
. . . . . . . . . . . . . 1
Bond Summary Statistics . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 2
Summary of Refunding Results . . . . . . . . . . . .
. . . . . . . . . . . . . 6
Summary of Bonds Refunded . . . . . . . . . . . . .
. . . . . . . . . . . . . 7
Savings ...................................
9
Bond Pricing . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 13
Bond Debt Service . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 16
Bond Debt Service Breakdown . . . . . . . . . . . .
. . . . . . . . . . . . . 24
Escrow Requirements . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 25
Escrow Sufficiency . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 27
Escrow Statistics . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 29
Cost of Issuance . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 31
Form 8038 Statistics . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . 32
Prepared by PFM Financial Advisors
Prepared by PFM Financial Advisors Page 1
SOURCES AND USES OF FUNDS
City of Tukwila, Washington
Limited
Tax General Obligation and Refunding Bonds, 2021
*Revised Final Numbers"
Dated Date
06/08/2021
Delivery Date
06/08/2021
LTGO 2021 A
LTGO 2021 B
LTGO 2021 C
Sources:
Bond
Bond (Taxable)
Bond (Taxable)
Total
Bond Proceeds:
Par Amount
2,867,300.00
2,780,900.00
1,072,300.00
6,720,500.00
Other Sources of Funds:
DSF Contribution
178,804.62
178,804.62
2,867,300.00
2,959,704.62
1,072,300.00
6,899,304.62
LTGO 2021A
LTGO 2021 B
LTGO 2021 C
Uses:
Bond
Bond (Taxable)
Bond (Taxable)
Total
Project Fund Deposits:
Project Fund
2,850,000.00
2,850,000.00
Refunding Escrow Deposits:
Cash Deposit
2,942,940.05
1,065,750.00
4,008,690.05
Delivery Date Expenses:
Cost of Issuance
17,279.32
16,758.64
6,462.04
40,500.00
Other Uses of Funds:
Additional Proceeds
20.68
5.93
87.96
114.57
2,867,300.00
2,959,704.62
1,072,300.00
6,899,304.62
Prepared by PFM Financial Advisors Page 1
BOND SUMMARY STATISTICS
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
"Revised Final Numbers"
Prepared by PFM Financial Advisors Page 2
Dated Date
06/08/2021
Delivery Date
06/08/2021
Last Maturity
12/01/2034
Arbitrage Yield
1.700023%
True Interest Cost (TIC)
2.188130%
Net Interest Cost (NIC)
2.197129%
All -In TIC
2.295519%
Average Coupon
2.197129%
Average Life (years)
6.166
Duration of Issue (years)
5.699
Par Amount
6,720,500.00
Bond Proceeds
6,720,500.00
Total Interest
910,478.84
Net Interest
910,478.84
Total Debt Service
7,630,978.84
Maximum Annual Debt Service
1,120,659.86
Average Annual Debt Service
566,073.02
Underwriter's Fees (per $1000)
Average Takedown
Other Fee
Total Underwriter's Discount
Bid Price
100.000000
Par
Average Average
PV of 1 by
Bond Component
Value Price
Coupon Life
change
Term Bond
6,720,500.00 100.000
2.197% 6.166
4,884.57
6,720,500.00
6.166
4,884.57
All -In
Arbitrage
TIC
TIC
Yield
Par Value
6,720,500.00
6,720,500.00
2,867,300.00
+ Accrued Interest
+ Premium (Discount)
- Underwriter's Discount
- Cost of Issuance Expense
-40,500.00
- Other Amounts
Target Value
6,720,500.00
6,680,000.00
2,867,300.00
Target Date
06/08/2021
06/08/2021
06/08/2021
Yield
2.188130%
2.295519%
1.700023%
Prepared by PFM Financial Advisors Page 2
BOND SUMMARY STATISTICS
City of Tukwila, Washington
LTGO 2021A Bond
Prepared by PFM Financial Advisors Page 3
Dated Date
06/08/2021
Delivery Date
06/08/2021
Last Maturity
12/01/2031
Arbitrage Yield
1.700023%
True Interest Cost (TIC)
1.700023%
Net Interest Cost (NIC)
1.700000%
All -In TIC
1.805698%
Average Coupon
1.700000%
Average Life (years)
6.120
Duration of Issue (years)
5.775
Par Amount
2,867,300.00
Bond Proceeds
2,867,300.00
Total Interest
298,290.45
Net Interest
298,290.45
Total Debt Service
3,165,590.45
Maximum Annual Debt Service
314,253.00
Average Annual Debt Service
302,044.15
Underwriter's Fees (per $1000)
Average Takedown
Other Fee
Total Underwriter's Discount
Bid Price
100.000000
Par
Average Average
PV of 1 by
Bond Component
Value Price
Coupon Life
change
Term Bond
2,867,300.00 100.000
1.700% 6.120
2,723.94
2,867,300.00
6.120
2,723.94
All -In
Arbitrage
TIC
TIC
Yield
Par Value
2,867,300.00
2,867,300.00
2,867,300.00
+ Accrued Interest
+ Premium (Discount)
- Underwriter's Discount
- Cost of Issuance Expense
-17,279.32
- Other Amounts
Target Value
2,867,300.00
2,850,020.68
2,867,300.00
Target Date
06/08/2021
06/08/2021
06/08/2021
Yield
1.700023%
1.805698%
1.700023%
Prepared by PFM Financial Advisors Page 3
BOND SUMMARY STATISTICS
City of Tukwila, Washington
LTGO 2021B Bond (Taxable)
Dated Date
06/08/2021
Delivery Date
06/08/2021
Last Maturity
12/01/2034
Arbitrage Yield
2.700049%
True Interest Cost (TIC)
2.700049%
Net Interest Cost (NIC)
2.700000%
All -In TIC
2.788228%
Average Coupon
2.700000%
Average Life (years)
7.828
Duration of Issue (years)
6.955
Par Amount
2,780,900.00
Bond Proceeds
2,780,900.00
Total Interest
587,762.38
Net Interest
587,762.38
Total Debt Service
3,368,662.38
Maximum Annual Debt Service
258,380.60
Average Annual Debt Service
249,890.47
Underwriter's Fees (per $1000)
Average Takedown
Other Fee
Total Underwriter's Discount
Bid Price
100.000000
Par
Average Average
PV of 1 by
Bond Component Value Price
Coupon Life
change
Term Bond 2,780,900.00 100.000
2.700% 7.828
1,903.29
2,780,900.00
7.828
1,903.29
All -In
Arbitrage
TIC
TIC
Yield
Par Value 2,780,900.00
2,780,900.00
2,780,900.00
+ Accrued Interest
+ Premium (Discount)
- Underwriter's Discount
- Cost of Issuance Expense
-16,758.64
- Other Amounts
Target Value 2,780,900.00
2,764,141.36
2,780,900.00
Target Date 06/08/2021
06/08/2021
06/08/2021
Yield 2.700049%
2.788228%
2.700049%
Prepared by PFM Financial Advisors Page 4
Bond Component
BOND SUMMARY STATISTICS
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Dated Date
06/08/2021
Delivery Date
06/08/2021
Last Maturity
12/01/2023
Arbitrage Yield
1.150032%
True Interest Cost (TIC)
1.150032%
Net Interest Cost (NIC)
1.150001%
All -In TIC
1.460090%
Average Coupon
1.150001%
Average Life (years)
1.981
Duration of Issue (years)
1.963
Par Amount
1,072,300.00
Bond Proceeds
1,072,300.00
Total Interest
24,426.01
Net Interest
24,426.01
Total Debt Service
1,096,726.01
Maximum Annual Debt Service
548,231.46
Average Annual Debt Service
442,129.19
Underwriter's Fees (per $1000)
Average Takedown
Other Fee
Total Underwriter's Discount
Bid Price 100.000000
Par Average Average
Value Price Coupon Life
PV of 1 by
change
Term Bond
1,072,300.00 100.000
1.150%
1.981 257.35
1,072,300.00
1.981 257.35
All -In
Arbitrage
TIC
TIC
Yield
Par Value
1,072,300.00
1,072,300.00
1,072,300.00
+ Accrued Interest
+ Premium (Discount)
- Underwriter's Discount
- Cost of Issuance Expense
-6,462.04
- Other Amounts
Target Value
1,072,300.00
1,065,837.96
1,072,300.00
Target Date
06/08/2021
06/08/2021
06/08/2021
Yield
1.150032%
1.460090%
1.150032%
Prepared by PFM Financial Advisors Page 5
SUMMARY OF REFUNDING RESULTS
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
"*Revised Final Numbers"
Prepared by PFM Financial Advisors Page 6
LTGO 2021 B Bond
LTGO 2021C Bond
(Taxable)
(Taxable)
Total
Dated Date
06/08/2021
06/08/2021
06/08/2021
Delivery Date
06/08/2021
06/08/2021
06/08/2021
Arbitrage Yield
2.700049%
1.150032%
1.700023%
Escrow Yield
Value of Negative Arbitrage
Bond Par Amount
2,780,900.00
1,072,300.00
3,853,200.00
True Interest Cost
2.700049%
1.150032%
2.550309%
Net Interest Cost
2.700000%
1.150001%
2.562211%
Average Coupon
2.700000%
1.150001%
2.562211%
Average Life
7.828
1.981
6.201
Par amount of refunded bonds
2,941,000.00
1,050,000.00
3,991,000.00
Average coupon of refunded bonds
3.162463%
3.000000%
3.148426%
Average life of refunded bonds
7.495
1.985
6.045
PV of prior debt
3,240,493.58
1,077,118.36
4,317,611.94
Net PV Savings
80,636.95
16,333.57
96,970.52
Percentage savings of refunded bonds
2.741821%
1.555578%
2.429730%
Percentage savings of refunding bonds
2.899671%
1.523228%
2.516623%
Prepared by PFM Financial Advisors Page 6
SUMMARY OF BONDS REFUNDED
3.060%
197,000.00
City of Tukwila, Washington
06/08/2021
100.000
LTGO 2021 B Bond (Taxable)
3.060%
202,000.00
Maturity
Interest Par
Call
Call
Bond Date
Rate Amount
Date
Price
Limited Tax General Obligation Bonds, 2014 (Taxable), FIXED:
100.000
12/01/2021
3.930% 165,000.00
06/08/2021
100.000
12/01/2022
4.320% 172,000.00
06/08/2021
100.000
12/01/2023
4.630% 179,000.00
06/08/2021
100.000
12/01/2024
4.860% 187,000.00
06/08/2021
100.000
226,000.00
703,000.00
06/08/2021
100.000
Limited Tax General Obligation Bonds, 2014 (Taxable), VARIABLE
12/01/2025
3.060%
197,000.00
06/08/2021
100.000
12/01/2026
3.060%
202,000.00
06/08/2021
100.000
12/01/2027
3.060%
208,000.00
06/08/2021
100.000
12/01/2028
3.060%
214,000.00
06/08/2021
100.000
12/01/2029
3.060%
220,000.00
06/08/2021
100.000
12/01/2030
3.060%
226,000.00
06/08/2021
100.000
12/01/2031
3.060%
233,000.00
06/08/2021
100.000
12/01/2032
3.060%
239,000.00
06/08/2021
100.000
12/01/2033
3.060%
246,000.00
06/08/2021
100.000
12/01/2034
3.060%
253,000.00
06/08/2021
100.000
2,238,000.00
2,941,000.00
Prepared by PFM Financial Advisors Page 7
SUMMARY OF BONDS REFUNDED
City of Tukwila, Washington
LTGO 2021 C Bond (Taxable)
Maturity Interest Par Call Call
Bond Date Rate Amount Date Price
Limited Tax General Obligation Refunding Bonds, 2011, SERIALS:
12/01/2022 3.000% 520,000.00 12/01/2021 100.000
12/01/2023 3.000% 530,000.00 12/01/2021 100.000
1,050,000.00
Prepared by PFM Financial Advisors Page 8
SAVINGS
City of Tukwila, Washington
LTGO 2021 B Bond (Taxable)
Date
Prior
Debt Service
Prior
Receipts
Prior
Net Cash Flow
Refunding
Debt Service
Savings
12/01/2021
214,886.80
178,804.62
36,082.18
36,082.18
12/01/2022
265,289.10
265,289.10
258,184.30
7,104.80
12/01/2023
264,858.70
264,858.70
257,740.60
7,118.10
12/01/2024
264,571.00
264,571.00
257,475.40
7,095.60
12/01/2025
265,482.80
265,482.80
258,380.60
7,102.20
12/01/2026
264,454.60
264,454.60
257,321.10
7,133.50
12/01/2027
264,273.40
264,273.40
257,145.50
7,127.90
12/01/2028
263,908.60
263,908.60
256,826.80
7,081.80
12/01/2029
263,360.20
263,360.20
256,265.00
7,095.20
12/01/2030
262,628.20
262,628.20
255,462.80
7,165.40
12/01/2031
262,712.60
262,712.60
255,622.90
7,089.70
12/01/2032
261,582.80
261,582.80
254,415.60
7,167.20
12/01/2033
261,269.40
261,269.40
254,173.30
7,096.10
12/01/2034
260,741.80
260,741.80
253,566.30
7,175.50
3,640,020.00
178,804.62
3,461,215.38
3,368,662.38
92,553.00
Savings Summary
Savings PV date 06/08/2021
Savings PV rate 1.700023%
PV of savings from cash flow 80,631.02
Plus: Refunding funds on hand 5.93
Net PV Savings
80,636.95
Prepared by PFM Financial Advisors Page 9
SAVINGS
Savings Summary
Savings PV date 06/08/2021
Savings PV rate 1.700023%
PV of savings from cash flow 16,245.61
Plus: Refunding funds on hand 87.96
Net PV Savings 16,333.57
Prepared by PFM Financial Advisors Page 10
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Prior Refunding
Date
Debt Service Debt Service
Savings
12/01/2021
15,750.00 5,925.95
9,824.05
12/01/2022
551,500.00 548,231.46
3,268.54
12/01/2023
545,900.00 542,568.60
3,331.40
1,113,150.00 1,096,726.01
16,423.99
Savings Summary
Savings PV date 06/08/2021
Savings PV rate 1.700023%
PV of savings from cash flow 16,245.61
Plus: Refunding funds on hand 87.96
Net PV Savings 16,333.57
Prepared by PFM Financial Advisors Page 10
SAVINGS
Date
Prior
Debt Service
City of Tukwila, Washington
LTGO 2021 B Bond (Taxable)
Prior Prior Refunding
Receipts Net Cash Flow Debt Service
Savings
Annual
Savings
06/08/2021
178,804.62 -178,804.62
-178,804.62
12/01/2021
214,886.80
214,886.80
36,082.18
178,804.62
06/01/2022
46,644.55
46,644.55
37,542.15
9,102.40
12/01/2022
218,644.55
218,644.55
220,642.15
-1,997.60
7,104.80
06/01/2023
42,929.35
42,929.35
35,070.30
7,859.05
12/01/2023
221,929.35
221,929.35
222,670.30
-740.95
7,118.10
06/01/2024
38,785.50
38,785.50
32,537.70
6,247.80
12/01/2024
225,785.50
225,785.50
224,937.70
847.80
7,095.60
06/01/2025
34,241.40
34,241.40
29,940.30
4,301.10
12/01/2025
231,241.40
231,241.40
228,440.30
2,801.10
7,102.20
06/01/2026
31,227.30
31,227.30
27,260.55
3,966.75
12/01/2026
233,227.30
233,227.30
230,060.55
3,166.75
7,133.50
06/01/2027
28,136.70
28,136.70
24,522.75
3,613.95
12/01/2027
236,136.70
236,136.70
232,622.75
3,513.95
7,127.90
06/01/2028
24,954.30
24,954.30
21,713.40
3,240.90
12/01/2028
238,954.30
238,954.30
235,113.40
3,840.90
7,081.80
06/01/2029
21,680.10
21,680.10
18,832.50
2,847.60
12/01/2029
241,680.10
241,680.10
237,432.50
4,247.60
7,095.20
06/01/2030
18,314.10
18,314.10
15,881.40
2,432.70
12/01/2030
244,314.10
244,314.10
239,581.40
4,732.70
7,165.40
06/01/2031
14, 856.30
14, 856.30
12, 861.45
1,994.85
12/01/2031
247,856.30
247,856.30
242,761.45
5,094.85
7,089.70
06/01/2032
11,291.40
11,291.40
9,757.80
1,533.60
12/01/2032
250,291.40
250,291.40
244,657.80
5,633.60
7,167.20
06/01/2033
7,634.70
7,634.70
6,586.65
1,048.05
12/01/2033
253,634.70
253,634.70
247,586.65
6,048.05
7,096.10
06/01/2034
3,870.90
3,870.90
3,333.15
537.75
12/01/2034
256,870.90
256,870.90
250,233.15
6,637.75
7,175.50
3,640,020.00
178,804.62 3,461,215.38
3,368,662.38
92,553.00
92,553.00
Savings Summary
Savings PV date 06/08/2021
Savings PV rate 1.700023%
PV of savings from cash flow 80,631.02
Plus: Refunding funds on hand 5.93
Net PV Savings 80,636.95
Prepared by PFM Financial Advisors Page 11
SAVINGS
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Date
Prior
Debt Service
Refunding
Debt Service
Savings
Annual
Savings
12/01/2021
15,750.00
5,925.95
9,824.05
9,824.05
06/01/2022
15,750.00
6,165.73
9,584.27
12/01/2022
535,750.00
542,065.73
-6,315.73
3,268.54
06/01/2023
7,950.00
3,084.30
4,865.70
12/01/2023
537,950.00
539,484.30
-1,534.30
3,331.40
1,113,150.00
1,096,726.01
16,423.99
16,423.99
Savings Summary
Savings PV date 06/08/2021
Savings PV rate 1.700023%
PV of savings from cash flow 16,245.61
Plus: Refunding funds on hand 87.96
Net PV Savings 16,333.57
Prepared by PFM Financial Advisors Page 12
BOND PRICING
City of Tukwila, Washington
LTGO 2021A Bond
Maturity
Bond Component Date Amount Rate Yield Price
Term Bond:
12/01/2022
265,500
1.700%
1.700%
100.000
06/08/2021
12/01/2023
270,000
1.700%
1.700%
100.000
2,867,300.00
12/01/2024
274,600
1.700%
1.700%
100.000
12/01/2025
279,200
1.700%
1.700%
100.000
12/01/2026
284,000
1.700%
1.700%
100.000
12/01/2027
288,800
1.700%
1.700%
100.000
12/01/2028
293,700
1.700%
1.700%
100.000
12/01/2029
298,700
1.700%
1.700%
100.000
12/01/2030
303,800
1.700%
1.700%
100.000
12/01/2031
309,000
1.700%
1.700%
100.000
Net Proceeds 2,867,300.00
Prepared by PFM Financial Advisors Page 13
2,867,300
Dated Date
06/08/2021
Delivery Date
06/08/2021
First Coupon
12/01/2021
Par Amount
2,867,300.00
Original Issue Discount
Production
2,867,300.00 100.000000%
Underwriter's Discount
Purchase Price
2,867,300.00 100.000000%
Accrued Interest
Net Proceeds 2,867,300.00
Prepared by PFM Financial Advisors Page 13
BOND PRICING
City of Tukwila, Washington
LTGO 2021 B Bond (Taxable)
Maturity
Bond Component Date Amount Rate Yield Price
Term Bond:
12/01/2022
183,100
2.700%
2.700%
100.000
12/01/2023
187,600
2.700%
2.700%
100.000
12/01/2024
192,400
2.700%
2.700%
100.000
12/01/2025
198,500
2.700%
2.700%
100.000
12/01/2026
202,800
2.700%
2.700%
100.000
12/01/2027
208,100
2.700%
2.700%
100.000
12/01/2028
213,400
2.700%
2.700%
100.000
12/01/2029
218,600
2.700%
2.700%
100.000
12/01/2030
223,700
2.700%
2.700%
100.000
12/01/2031
229,900
2.700%
2.700%
100.000
12/01/2032
234,900
2.700%
2.700%
100.000
12/01/2033
241,000
2.700%
2.700%
100.000
12/01/2034
246,900
2.700%
2.700%
100.000
Net Proceeds 2,780,900.00
Prepared by PFM Financial Advisors Page 14
2,780,900
Dated Date
06/08/2021
Delivery Date
06/08/2021
First Coupon
12/01/2021
Par Amount
2,780,900.00
Original Issue Discount
Production
2,780,900.00 100.000000%
Underwriter's Discount
Purchase Price
2,780,900.00 100.000000%
Accrued Interest
Net Proceeds 2,780,900.00
Prepared by PFM Financial Advisors Page 14
BOND PRICING
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Maturity
Bond Component Date Amount Rate Yield Price
Term Bond
12/01/2022 535,900 1.150% 1.150% 100.000
12/01/2023 536,400 1.150% 1.150% 100.000
1,072,300
Dated Date
Delivery Date
First Coupon
Par Amount
Original Issue Discount
Production
Underwriter's Discount
Purchase Price
Accrued Interest
Net Proceeds
06/08/2021
06/08/2021
12/01/2021
1,072,300.00
1, 072, 300.00 100.000000%
1,072,300.00 100.000000%
1,072,300.00
Prepared by PFM Financial Advisors Page 15
BOND DEBT SERVICE
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
"Revised Final Numbers*
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon
Interest
Debt Service
12/01/2021
65,432.38
65,432.38
12/01/2022
984,500
** %
136,159.86
1,120,659.86
12/01/2023
994,000
** %
120,539.80
1,114,539.80
12/01/2024
467,000
** %
104,716.00
571,716.00
12/01/2025
477,700
** %
94,853.00
572,553.00
12/01/2026
486,800
** %
84,747.10
571,547.10
12/01/2027
496,900
** %
74,443.50
571,343.50
12/01/2028
507,100
** %
63,915.20
571,015.20
12/01/2029
517,300
** %
53,160.50
570,460.50
12/01/2030
527,500
** %
42,180.40
569,680.40
12/01/2031
538,900
** %
30,975.90
569,875.90
12/01/2032
234,900
2.700%
19,515.60
254,415.60
12/01/2033
241,000
2.700%
13,173.30
254,173.30
12/01/2034
246,900
2.700%
6,666.30
253,566.30
6,720,500
910,478.84
7,630,978.84
Prepared by PFM Financial Advisors Page 16
BOND DEBT SERVICE
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
**Revised Final Numbers"
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon
Interest
Debt Service
12/01/2021
65,432.38
65,432.38
06/01/2022
68,079.93
68,079.93
12/01/2022
984,500
** %
68,079.93
1,052,579.93
06/01/2023
60,269.90
60,269.90
12/01/2023
994,000
** %
60,269.90
1,054,269.90
06/01/2024
52,358.00
52,358.00
12/01/2024
467,000
** %
52,358.00
519,358.00
06/01/2025
47,426.50
47,426.50
12/01/2025
477,700
** %
47,426.50
525,126.50
06/01/2026
42,373.55
42,373.55
12/01/2026
486,800
** %
42,373.55
529,173.55
06/01/2027
37,221.75
37,221.75
12/01/2027
496,900
** %
37,221.75
534,121.75
06/01/2028
31,957.60
31,957.60
12/01/2028
507,100
** %
31,957.60
539,057.60
06/01/2029
26,580.25
26,580.25
12/01/2029
517,300
** %
26,580.25
543,880.25
06/01/2030
21,090.20
21,090.20
12/01/2030
527,500
** %
21,090.20
548,590.20
06/01/2031
15,487.95
15,487.95
12/01/2031
538,900
** %
15,487.95
554,387.95
06/01/2032
9,757.80
9,757.80
12/01/2032
234,900
2.700%
9,757.80
244,657.80
06/01/2033
6,586.65
6,586.65
12/01/2033
241,000
2.700%
6,586.65
247,586.65
06/01/2034
3,333.15
3,333.15
12/01/2034
246,900
2.700%
3,333.15
250,233.15
6,720,500
910,478.84
7,630,978.84
Prepared by PFM Financial Advisors Page 17
BOND DEBT SERVICE
City of Tukwila, Washington
LTGO 2021A Bond
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon
Interest
Debt Service
12/01/2021
23,424.25
23,424.25
12/01/2022
265,500
1.700%
48,744.10
314,244.10
12/01/2023
270,000
1.700%
44,230.60
314,230.60
12/01/2024
274,600
1.700%
39,640.60
314,240.60
12/01/2025
279,200
1.700%
34,972.40
314,172.40
12/01/2026
284,000
1.700%
30,226.00
314,226.00
12/01/2027
288,800
1.700%
25,398.00
314,198.00
12/01/2028
293,700
1.700%
20,488.40
314,188.40
12/01/2029
298,700
1.700%
15,495.50
314,195.50
12/01/2030
303,800
1.700%
10,417.60
314,217.60
12/01/2031
309,000
1.700%
5,253.00
314,253.00
2,867,300
298,290.45
3,165,590.45
Prepared by PFM Financial Advisors Page 18
BOND DEBT SERVICE
City of Tukwila, Washington
LTGO 2021 B Bond (Taxable)
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon
Interest
Debt Service
12/01/2021
36,082.18
36,082.18
12/01/2022
183,100
2.700%
75,084.30
258,184.30
12/01/2023
187,600
2.700%
70,140.60
257,740.60
12/01/2024
192,400
2.700%
65,075.40
257,475.40
12/01/2025
198,500
2.700%
59,880.60
258,380.60
12/01/2026
202,800
2.700%
54,521.10
257,321.10
12/01/2027
208,100
2.700%
49,045.50
257,145.50
12/01/2028
213,400
2.700%
43,426.80
256,826.80
12/01/2029
218,600
2.700%
37,665.00
256,265.00
12/01/2030
223,700
2.700%
31,762.80
255,462.80
12/01/2031
229,900
2.700%
25,722.90
255,622.90
12/01/2032
234,900
2.700%
19,515.60
254,415.60
12/01/2033
241,000
2.700%
13,173.30
254,173.30
12/01/2034
246,900
2.700%
6,666.30
253,566.30
2,780,900
587,762.38
3,368,662.38
Prepared by PFM Financial Advisors Page 19
BOND DEBT SERVICE
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon Interest
Debt Service
12/01/2021
5,925.95
5,925.95
12/01/2022
535,900
1.150% 12,331.46
548,231.46
12/01/2023
536,400
1.150% 6,168.60
542,568.60
1,072,300
24,426.01
1,096,726.01
Prepared by PFM Financial Advisors Page 20
BOND DEBT SERVICE
City of Tukwila, Washington
LTGO 2021A Bond
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon
Interest
Debt Service
12/01/2021
23,424.25
23,424.25
06/01/2022
24,372.05
24,372.05
12/01/2022
265,500
1.700%
24,372.05
289,872.05
06/01/2023
22,115.30
22,115.30
12/01/2023
270,000
1.700%
22,115.30
292,115.30
06/01/2024
19,820.30
19,820.30
12/01/2024
274,600
1.700%
19,820.30
294,420.30
06/01/2025
17,486.20
17,486.20
12/01/2025
279,200
1.700%
17,486.20
296,686.20
06/01/2026
15,113.00
15,113.00
12/01/2026
284,000
1.700%
15,113.00
299,113.00
06/01/2027
12,699.00
12,699.00
12/01/2027
288,800
1.700%
12,699.00
301,499.00
06/01/2028
10,244.20
10,244.20
12/01/2028
293,700
1.700%
10,244.20
303,944.20
06/01/2029
7,747.75
7,747.75
12/01/2029
298,700
1.700%
7,747.75
306,447.75
06/01/2030
5,208.80
5,208.80
12/01/2030
303,800
1.700%
5,208.80
309,008.80
06/01/2031
2,626.50
2,626.50
12/01/2031
309,000
1.700%
2,626.50
311,626.50
2,867,300
298,290.45
3,165,590.45
Prepared by PFM Financial Advisors Page 21
BOND DEBT SERVICE
City of Tukwila, Washington
LTGO 2021B Bond (Taxable)
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending
Principal
Coupon
Interest
Debt Service
12/01/2021
36,082.18
36,082.18
06/01/2022
37,542.15
37,542.15
12/01/2022
183,100
2.700%
37,542.15
220,642.15
06/01/2023
35,070.30
35,070.30
12/01/2023
187,600
2.700%
35,070.30
222,670.30
06/01/2024
32,537.70
32,537.70
12/01/2024
192,400
2.700%
32,537.70
224,937.70
06/01/2025
29,940.30
29,940.30
12/01/2025
198,500
2.700%
29,940.30
228,440.30
06/01/2026
27,260.55
27,260.55
12/01/2026
202,800
2.700%
27,260.55
230,060.55
06/01/2027
24,522.75
24,522.75
12/01/2027
208,100
2.700%
24,522.75
232,622.75
06/01/2028
21,713.40
21,713.40
12/01/2028
213,400
2.700%
21,713.40
235,113.40
06/01/2029
18,832.50
18,832.50
12/01/2029
218,600
2.700%
18,832.50
237,432.50
06/01/2030
15, 881.40
15,881.40
12/01/2030
223,700
2.700%
15,881.40
239,581.40
06/01/2031
12,861.45
12, 861.45
12/01/2031
229,900
2.700%
12,861.45
242,761.45
06/01/2032
9,757.80
9,757.80
12/01/2032
234,900
2.700%
9,757.80
244,657.80
06/01/2033
6,586.65
6,586.65
12/01/2033
241,000
2.700%
6,586.65
247,586.65
06/01/2034
3,333.15
3,333.15
12/01/2034
246,900
2.700%
3,333.15
250,233.15
2,780,900
587,762.38
3,368,662.38
Prepared by PFM Financial Advisors Page 22
BOND DEBT SERVICE
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Dated Date 06/08/2021
Delivery Date 06/08/2021
Period
Ending Principal Coupon Interest Debt Service
12/01/2021
5,925.95
5,925.95
06/01/2022
6,165.73
6,165.73
12/01/2022
535,900 1.150% 6,165.73
542,065.73
06/01/2023
3,084.30
3,084.30
12/01/2023
536,400 1.150% 3,084.30
539,484.30
1,072,300 24,426.01
1,096,726.01
Prepared by PFM Financial Advisors Page 23
BOND DEBT SERVICE BREAKDOWN
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
**Revised Final Numbers'
Period
Ending
LTGO 2021A Bond
LTGO 2021 B Bond
(Taxable)
LTGO 2021C Bond
(Taxable)
Total
12/01/2021
23,424.25
36,082.18
5,925.95
65,432.38
12/01/2022
314,244.10
258,184.30
548,231.46
1,120,659.86
12/01/2023
314,230.60
257,740.60
542,568.60
1,114,539.80
12/01/2024
314,240.60
257,475.40
571,716.00
12/01/2025
314,172.40
258,380.60
572,553.00
12/01/2026
314,226.00
257,321.10
571,547.10
12/01/2027
314,198.00
257,145.50
571, 343.50
12/01/2028
314,188.40
256,826.80
571,015.20
12/01/2029
314,195.50
256,265.00
570,460.50
12/01/2030
314,217.60
255,462.80
569,680.40
12/01/2031
314,253.00
255,622.90
569,875.90
12/01/2032
254,415.60
254,415.60
12/01/2033
254,173.30
254,173.30
12/01/2034
253, 566.30
253, 566.30
3,165,590.45
3,368,662.38
1,096,726.01
7,630,978.84
Prepared by PFM Financial Advisors Page 24
ESCROW REQUIREMENTS
City of Tukwila, Washington
LTGO 2021 B Bond (Taxable)
Period Principal
Ending Interest Redeemed Total
06/08/2021 1,940.05 2,941,000.00 2,942,940.05
1,940.05 2,941,000.00 2,942,940.05
Prepared by PFM Financial Advisors Page 25
ESCROW REQUIREMENTS
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Period Principal
Ending Interest Redeemed Total
12/01/2021 15, 750.00 1, 050, 000.00 1,065, 750.00
15,750.00 1,050,000.00 1,065,750.00
Prepared by PFM Financial Advisors Page 26
ESCROW SUFFICIENCY
City of Tukwila, Washington
LTGO 2021B Bond (Taxable)
Escrow Net Escrow Excess Excess
Date Requirement Receipts Receipts Balance
06/08/2021 2,942,940.05 2,942,940.05
2,942,940.05 2,942,940.05 0.00
Prepared by PFM Financial Advisors Page 27
ESCROW SUFFICIENCY
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Escrow Net Escrow Excess Excess
Date Requirement Receipts Receipts Balance
06/08/2021 1, 065, 750.00 1, 065, 750.00 1, 065, 750.00
12/01/2021 1,065,750.00 -1,065,750.00
1,065,750.00 1,065,750.00 0.00
Prepared by PFM Financial Advisors Page 28
ESCROW STATISTICS
City of Tukwila, Washington
LTGO 2021 B Bond (Taxable)
Modified Yield to Yield to Perfect Value of
Total Duration PV of 1 by Receipt Disbursement Escrow Negative Cost of
Escrow Escrow Cost (years) change Date Date Cost Arbitrage Dead Time
BF 178,804.62 178,804.62
BP 2,764,135.43 2,764,135.43
2,942,940.05 0.00 2,942,940.05 0.00 0.00
Delivery date 06/08/2021
Arbitrage yield 2.700049%
Prepared by PFM Financial Advisors Page 29
ESCROW STATISTICS
Prepared by PFM Financial Advisors Page 30
City of Tukwila, Washington
LTGO 2021C Bond (Taxable)
Modified
Yield to Yield to Perfect
Value of
Total Duration
PV of 1 by Receipt Disbursement Escrow
Negative
Cost of
Escrow Cost (years)
change Date Date Cost
Arbitrage
Dead Time
Global Proceeds Escrow:
1,065,750.00
1,059,893.11
5,856.89
1,065,750.00
0.00 1,059,893.11
0.00
5,856.89
Delivery date 06/08/2021
Arbitrage yield 1.150032%
Prepared by PFM Financial Advisors Page 30
COST OF ISSUANCE
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
**Revised Final Numbers**
Cost of Issuance $/1000 Amount
Financial Advisor (PFM Financial Advisors LLC) 3.71996 25,000.00
Bond Counsel (Pacifica Law Group) 2.30638 15,500.00
6.02634 40,500.00
Prepared by PFM Financial Advisors Page 31
FORM 8038 STATISTICS
City of Tukwila, Washington
LTGO 2021A Bond
Dated Date 06/08/2021
Delivery Date 06/08/2021
Redemption
Bond Component Date Principal Coupon Price Issue Price at Maturity
Term Bond:
12/01/2022
265,500.00
2,867,300.00
1.700%
100.000
265,500.00
265,500.00
Stated
12/01/2023
270,000.00
Maturity Interest Issue
1.700%
100.000
270,000.00
at Maturity
270,000.00
Yield
12/01/2024
274,600.00
1.700%
100.000
2,867,300.00
274,600.00
1.7000%
274,600.00
12/01/2025
279,200.00
1.700%
100.000
Proceeds used for bond issuance costs (including underwriters' discount)
279,200.00
279,200.00
Proceeds used for credit enhancement
12/01/2026
284,000.00
0.00
1.700%
100.000
284,000.00
284,000.00
12/01/2027
288,800.00
1.700%
100.000
288,800.00
288,800.00
12/01/2028
293,700.00
1.700%
100.000
293,700.00
293,700.00
12/01/2029
298,700.00
1.700%
100.000
298,700.00
298,700.00
12/01/2030
303,800.00
1.700%
100.000
303,800.00
303,800.00
12/01/2031
309,000.00
1.700%
100.000
309,000.00
309,000.00
2,867,300.00
2,867,300.00
2,867,300.00
Stated
Weighted
Maturity Interest Issue
Redemption
Average
Date Rate Price
at Maturity
Maturity
Yield
Final Maturity 12/01/2031 1.700% 309,000.00
309,000.00
Entire Issue 2,867,300.00
2,867,300.00
6.1195
1.7000%
Proceeds used for accrued interest
0.00
Proceeds used for bond issuance costs (including underwriters' discount)
17,279.32
Proceeds used for credit enhancement
0.00
Proceeds allocated to reasonably required reserve or replacement fund
0.00
Prepared by PFM Financial Advisors Page 32
NO. R-1
UNITED STATES OF AMERICA
TRANSFER RESTRICTED
$2,867,300
THIS BOND HAS NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED,
OR UNDER THE SECURITIES LAWS OF ANY STATE OR JURISDICTION. THIS BOND IS SUBJECT
TO CERTAIN TRANSFER RESTRICTIONS AS PROVIDED IN THE LOAN COMMITMENT
DESCRIBED BELOW AND MAY NOT BE RESOLD, PLEDGED OR OTHERWISE TRANSFERRED
EXCEPT AS PROVIDED THEREIN.
STATE OF WASHINGTON
CITY OF TUKWILA
LIMITED TAX GENERAL OBLIGATION BOND, 2021A
DATE OF ISSUANCE: JUNE 8, 2021
MATURITY DATE: DECEMBER 1, 2031
INTEREST RATE: 1.70% PER ANNUM, SUBJECT TO THE DEFAULT RATE
REGISTERED OWNER: CAPITAL ONE PUBLIC FUNDING, LLC
PRINCIPAL AMOUNT: TWO MILLION EIGHT HUNDRED SIXTY-SEVEN THOUSAND THREE
HUNDRED AND NO/100 DOLLARS
The City of Tukwila, Washington, a municipal corporation organized and existing under and by virtue of
the laws of the State of Washington (the "City"), hereby acknowledges itself to owe and for value received promises
to pay to the Registered Owner identified above, on or before the Maturity Date identified above, the Principal
Amount identified above and to pay interest thereon from the date of delivery, or the most recent date to which
interest has been paid or duly provided for, at the Interest Rate set forth above (the "Interest Rate"). Interest on this
bond shall accrue from its dated date until paid and shall be computed per annum on the principal amount
outstanding on a 30/360 basis. Principal of and accrued interest on this bond shall be payable on the dates set forth
in the payment scheduled attached hereto.
Notwithstanding the foregoing, the Interest Rate on this bond may increase to a Default Rate upon the
occurrence and continuation of an Event of Default, each as defined in the Loan Commitment between the City and
Capital One Public Funding, LLC, as lender (the "Loan Commitment").
Both principal of and interest on this bond shall be payable in lawful money of the United States of
America. Principal and interest on this bond shall be payable by wire transfer in immediately available funds or by
other means mutually acceptable to the Registered Owner and the City. Upon final payment of principal and interest
of this bond, the Registered Owner shall surrender this bond for cancellation at the office of the Bond Registrar in
accordance with Ordinance No. 2654 of the City (the "Bond Ordinance").
This bond is issued pursuant to the Bond Ordinance to provide funds to finance costs of acquiring,
improving, developing and equipping certain capital improvements to the City's public works facilities and to pay
costs of issuance. Capitalized terms used in this bond have the meanings given such terms in the Bond Ordinance
and the Loan Commitment, as applicable.
This bond may not be prepaid prior to maturity before December 1, 2026. This bond may be prepaid in
whole only, on or after December 1, 2026, on any interest payment date (June 1 and December 1) at a price of par
plus accrued interest to the date of prepayment.
Page 1 of 4
This bond has been designated by the City as a "qualified tax-exempt obligation' within the meaning, of
Section 265(b) of the Internal Revenue Code of 1986, as amended.
The City has in the Bond Ordinance authorized the creation of a fund to be used for the payment of debt
service on this bond, designated as the Debt Service Fund. The Debt Service Fund shall be drawn upon for the sole
purpose of paying the principal of and interest on this bond.
The City hereby irrevocably covenants and agrees with the owner of this bond that it will include in its
annual budget and levy taxes annually, within and as a part of the tax levy permitted to the City without a vote of the
electorate, upon all the property subject to taxation in amounts sufficient, together with other money legally
available therefor, to pay the principal of and interest on this bond as the same shall become due. The full faith,
credit and resources of the City are hereby irrevocably pledged for the annual levy and collection of such taxes and
the prompt payment of such principal and interest.
Owners of this bond do not have a security interest in particular revenues or assets of the City. This bond is
not a debt or indebtedness of the State of Washington, or any political subdivision thereof other than the City.
This bond shall not be valid or become obligatory for any purpose or be entitled to any security or benefit
under the Bond Ordinance until the Certificate of Authentication hereon shall have been manually signed by or on
behalf of the Bond Registrar or its duly designated agent.
This bond is issued pursuant to the Constitution and laws of the State of Washington, and duly adopted
ordinances of the City. This bond is transferable upon compliance with the conditions set forth in the Loan
Commitment.
It is hereby certified that all acts, conditions and things required by the Constitution and statutes of the State
of Washington to exist; to have happened, been done and performed precedent to and in the issuance of this bond
exist, have happened,, been done and performed and that the issuance of this bond does not violate any
constitutional, statutory or other limitation upon the amount of bonded indebtedness that the City may incur.
IN WITNESS WHEREOF, the City of Tukwila, Washington, has caused this bond to be executedby the
manual or facsimile signature of the Mayor of the City Council and attested by the manual or facsimile signature of
the Clerk, as of this 8th day of June, 2021.
[SEAL]
ATTEST:
1
}
tt ` City Clerk
Page 2 of
CITY OF TUKWILA, WASHINGTON
ByG 2
Mayor
41�
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This bond is the City of Tukwila, Limited Tax General Obligation Bond,, 2021A described in the within
mentioned Bond Ordinance and is registered in the name of the Registered Owner on the books of the City, in the
office of the City Finance Director (the `Bond Registrar"), as to both principal and interest, as noted in the
registration blank below. All payments of principal of and 'interest on this bond shall be made by the City to the
Registered Owner from the Debt Service Fund.
Date of Name and Address of Signature of
Registration Registered Owner Bond Registrar
June 8, 2021
Page 3 of 4
Capital One Public Funding, LLC
1307 Walt Whitman Road, 31 Floor
Melville, New York 11747
............... ............ ............. .............
rill
PAYMENT SCHEDULE
Principal of and interest on this bond shall be due and payable according to the following schedule, subject to
prepayment and adjustment of the interest rate, as described herein and in the Loan Commitment:
Period
Ending Principal Coupon Interest Debt Service
12101/2021 23,424.25 23,42425
06101/2022 24,372-05 24,372-05
12J01/2022 2165,500 1.700% 24,372.05 289,872-05
06101/2023 22,115.30 22,115-30
12f01/2023 270,000 1.700% 22,115.30 292,111530
06/01/2024 19,820.30 19,820-30
12f01/2024 274,600 1-70096 19,820-30 294,420-30
06101/2025 17,48620 17,486.20
12f01/2025 279,200 1-700% 17,48620 296,68620
06101/2026 15,113.00 15,113-00
12101/2026 284,000 1-700% 15,113.00 299,113-00
06101/2027 12,699.00 12,699-00
12f01/2027 288,800 1.700% 12,699-00 301,499.00
06/01/2028 10,244.20 10,24420
12f01/2028 293,700 '1..700ll 10,244.20 303,94420
06101/2029 7,747-75 7,747.75
120112029 298,700 1.7001% 7,747.75 306,447-75
06101/2030 5,20880 5,208.80
12101/2030 303,800 1-700% 5,208.80 309,008.80
06101/2031 2,626.50 2,626-50
12f01/2031 309,000 1-7001/16 2,62650 311,626-50
2,867,300 298,290A5 3,165,590-45 qq
Page 4 of 4
. . . . . . . . . . . . . . . .
---- - ------- -
NO. R-1
UNITED STATES OF AMERICA
TRANSFER RESTRICTED
$2,780,900
THIS BOND HAS NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED,
OR UNDER THE SECURITIES LAWS OF ANY STATE OR JURISDICTION. THIS BOND IS SUBJECT
TO CERTAIN TRANSFER RESTRICTIONS AS PROVIDED IN THE LOAN COMMITMENT
DESCRIBED BELOW AND MAY NOT BE RESOLD, PLEDGED OR OTHERWISE TRANSFERRED
EXCEPT AS PROVIDED THEREIN.
STATE OF WASHINGTON
CITY OF TUKWILA
LIMITED TAX GENERAL OBLIGATION REFUNDING BOND, 2021B (TAXABLE)
DATE OF ISSUANCE: JUNE 8, 2021
MATURITY DATE: DECEMBER 1, 2034
INTEREST RATE: 2.70% PER ANNUM, SUBJECT TO THE DEFAULT RATE
REGISTERED OWNER: CAPITAL ONE PUBLIC FUNDING, LLC
PRINCIPAL AMOUNT: TWO MILLION SEVEN HUNDRED EIGHTY THOUSAND NINE
HUNDRED AND NO/100 DOLLARS
The City of Tukwila, Washington, a municipal corporation organized and existing under and by virtue of
the laws of the State of Washington (the "City"), hereby acknowledges itself to owe and for value received promises
to pay to the Registered Owner identified above, on or before the Maturity Date identified above, the Principal
Amount identified above and to pay interest thereon from the date of delivery, or the most recent date to which
interest has been paid or duly provided for, at the Interest Rate set forth above (the "Interest Rate"). Interest on this
bond shall accrue from its dated date until paid and shall be computed per annum on the principal amount
outstanding on a 30/360 basis. Principal of and accrued interest on this bond shall be payable on the dates set forth
in the payment scheduled attached hereto.
Notwithstanding the foregoing, the Interest Rate on this bond may increase to a Default Rate upon the
occurrence and continuation of an Event of Default, each as defined in the Loan Commitment between the City and
Capital One Public Funding, LLC, as lender (the "Loan Commitment").
Both principal of and interest on this bond shall be payable in lawful money of the United States of
America. Principal and interest on this bond shall be payable by wire transfer in immediately available funds or by
other means mutually acceptable to the Registered Owner and the City. Upon final payment of principal and interest
of this bond, the Registered Owner shall surrender this bond for cancellation at the office of the Bond Registrar in
accordance with Ordinance No. 2654 of the City (the "Bond Ordinance").
This bond is issued pursuant to the Bond Ordinance to provide funds to refund certain outstanding general
obligations bonds of the City and to pay costs of issuance. Capitalized terms used in this bond have the meanings
given such terms in the Bond Ordinance and the Loan Commitment, as applicable.
This bond may not be prepaid prior to maturity before December 1, 2028. This bond may be prepaid in
whole only, on or after December 1, 2028, on any interest payment date (June 1 and December 1) at a price of par
plus accrued interest to the date of prepayment.
Page 1 of 4
The City has in the Bond Ordinance authorized the creation of a fund to be used for the payment of debt
service on this bond, designated as the Debt Service Fund. The Debt Service Fund shall be drawn upon for the sole
purpose of paying the principal of and interest on this bond.
The City hereby irrevocably covenants and agrees with the owner of this bond that it will include in its
annual budget and levy taxes annually, within and as a part of the tax levy permitted to the City without a vote of the
electorate, upon all the property subject to taxation in amounts sufficient; together with other money legally
available therefor, to pay the principal of and interest on this bond as the same shall become due. The full faith,
credit and resources of the City are hereby irrevocably pledged for the annual levy and collection of such taxes and
the prompt payment of such principal and interest.
Owners of this bond do not have a security interest in particular revenues or assets of the City. This bond is
not a debt or indebtedness of the State of Washington, or any political subdivision thereof other than the City.
This bond shall not be valid or become obligatory for any purpose or be entitled to any security or benefit
under the Bond Ordinance until the Certificate of Authentication hereon shall have been manually signed by or on
behalf of the Bond Registrar or its duly designated agent.
This bond is issued pursuant to the Constitution and laws of the State of Washington, and duly adopted
ordinances of the City. This bond is transferable upon compliance with the conditions set forth in the Loan
Commitment.
It is hereby certified that all acts, conditions and things required by the Constitution and statutes of the State
of Washington to exist, to have happened, been done and perforated precedent to and in the issuance of this bond
exist, have happened, been done and performed and that the issuance of this bond does not violate any
constitutional, statutory or other limitation upon the amount of bonded indebtedness that the City may incur.
IN WITNESS WHEREOF, the City of Tukwila, Washington, has caused this bond to be executed by the
manual or facsimile signature of the Mayor of the City Council and attested by the manual or facsimile signature of
the Clerk, as of this 8th day of June, 2021.
[SEAL]
ATTEST:
dci�v rl
ity Clerk
Page 2 of
CITY OF TUKWILA, WASHINGTON
By
Mayor
z
P
OF AUTHENTICATION AND REGISTRATION
CERTIFICATE r
This bond is the City of Tukwila, Limited Tax General Obligation Refunding Bond, 2021B (Taxable)
described in the within mentioned Bond Ordinance and is registered in the name of the Registered Owner on the
books of the City, in the office of the City Finance Director (the `Bond Registrar"), as to both principal and interest,
as noted in the registration blank below. All payments of principal of and interest on this bond shall be made by the
City to the Registered Owner from the Debt Service Fund.
Date of Name and Address of Signature of
Registration Registered Owner Bond Registrar
Capital One Public Funding, LLC
1307 Walt Whitman Road 3'd Floor
June 8, 2021 Melville, New York 11747
l
E
l �
1
j
Page 3of4
......... ................ ...........
-AqZ7A& 7AIli All
PAYMENT SCHEDULE
Principal of and interest on this bond shall be due and payable according to the following schedule, subject to
prepayment and adjustment of the interest rate, as described herein and in the Loan Commitment:
Period
Ending Principal Coupon Interest Debt Service
1 Z,'O 112021 36,082-18 36,082.18
06101112022 37;542.15 37,542-15
1210912022 183,100 2.700% 37,542A5 220,l 15
0610112023 35,070.30 35,070-30
12101/2023 187,600 2.7l 35,07030 222,670.30
06fO1/2024 32,537-70 32,537.70
/2101/2024 192A00 2.700% 32,53730 224,937.70
0610112025 29.940.30 29,940.30
12101/2025 198,500 2.700% 29,940-30 228,440-30
06/01112026 27,26055 27,260.55
12f0112026 202,800 2..700% 27,26055 230,060.55
0610112027 24,522-75 24,522-75
12101/2027 208,1 OG 2.700%+ 24,522-75 232,62235
0610112028 21,71340 211,713A0
1210112028 213,400 2,700% 21,713-40 235,113.40
0610112029 18,832-50 18,832-50
1210112029 218,600 2.700% 18,832-50 237,432-50
0610,1/20,30 15,881-40 15,889.40
12101/2030 223,700 2700% 15,881-40 239,581.40
06101"2031 12,861-45 12,861,45
1210112031 229,900 2.7004 12,86145 242,761.45
0610112032 9,757-80 9,757.80
1210//2032 234,900 2300% 9,757.80 244,657.€30
0610112033 6,586-65 6,586.65
12111112033 241,000 2.700% 6,586-65 247,586.65
0610112034 3,333A5 3,333.15
1210112034 246,900 2.700% 3,333.15 250,23115
2,780,900 587,762.38 3,31513,662-38
Page 4 of 4
.......... . ...........
NO. R -I
UNITED STATES OF AMERICA
TRANSFER RESTRICTED
$1,072,300
THIS BOND HAS NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED,
OR UNDER THE SECURITIES LAWS OF ANY STATE OR JURISDICTION. THIS BOND IS SUBJECT
TO CERTAIN TRANSFER RESTRICTIONS AS PROVIDED IN THE LOAN COMMITMENT
DESCRIBED BELOW AND MAY NOT BE RESOLD, PLEDGED OR OTHERWISE TRANSFERRED
EXCEPT AS PROVIDED THEREIN.
STATE OF WASHINGTON
CITY OF TUKWILA
LIMITED TAX GENERAL OBLIGATION REFUNDING BOND, 2021C (TAXABLE)
DATE OF ISSUANCE: JUNE 8, 2021
MATURITY DATE: DECEMBER 1, 2023
INTEREST RATE: 1.15% PER ANNUM, SUBJECT TO THE DEFAULT RATE
REGISTERED OWNER: CAPITAL ONE PUBLIC FUNDING, LLC
PRINCIPAL AMOUNT: ONE MILLION SEVENTY-TWO THOUSAND THREE HUNDRED AND
NO/100 DOLLARS
The City of Tukwila, Washington, a municipal corporation organized and existing under and by virtue of
the laws of the State of Washington (the "City"), hereby acknowledges itself to owe and for value received promises
to pay to the Registered Owner identified above, on or before the Maturity Date identified above, the Principal
Amount identified above and to pay interest thereon from the date of delivery, or the most recent date to which
interest has been paid or duly provided for, at the Interest Rate set forth above (the "Interest Rate"). Interest on this
bond shall accrue from its dated date until paid and shall be computed per annum on the principal amount
outstanding on a 30/360 basis. Principal of and accrued interest on this bond shall be payable on the dates set forth
in the payment scheduled attached hereto.
Notwithstanding the foregoing, the Interest Rate on this bond may increase to a Default Rate upon the
occurrence and continuation of an Event of Default, each as defined in the Loan Commitment between the City and
Capital One Public Funding, LLC, as lender (the "Loan Commitment").
Both principal of and interest on this bond shall be payable in lawful money of the United States of
America. Principal and interest on this bond shall be payable by wire transfer in immediately available funds or by
other means mutually acceptable to the Registered Owner and the City. Upon final payment of principal and interest
of this bond, the Registered Owner shall surrender this bond for cancellation at the office of the Bond Registrar in
accordance with Ordinance No. 2654 of the City (the "Bond Ordinance").
This bond is issued pursuant to the Bond Ordinance to provide funds to refund certain outstanding general
obligations bonds of the City and to pay costs of issuance. Capitalized terms used in this bond have the meanings
given such terms in the Bond Ordinance and the Loan Commitment, as applicable.
This bond is not subject to prepayment at the option of the City prior to maturity.
Page 1 of 4
The City has in the Bond Ordinance authorized the creation of a fund to be used for the payment of debt
service on this bond, designated as the Debt Service Fund. The Debt Service Fund shall be drawn upon for the sole
purpose of paying the principal of and interest on this bond.
The City hereby irrevocably covenants and agrees with the owner of this bondthat it will 'include in its
annual budget and levy taxes annually, within and as a part of the tax levy permitted to the City without a vote of the
electorate, upon all the property subject to taxation in amounts sufficient, together with other money legally
available therefor, to pay the principal of and interest on this bond as the same shall become due. The full faith,
credit and resources of the City are hereby irrevocably pledged for the annual levy and collection of such taxes and
the prompt payment of such principal and interest.
Owners of this bond do not have a security interest in particular revenues or assets of the City. This bond is
not a debt or indebtedness of the State of Washington, or any political subdivision thereof other than the City.
This bond shall not be valid or become obligatory for any purpose or be entitled to any security or benefit
under the Bond Ordinance until the Certificate of Authentication hereon shall have been manually signed by or on
behalf of the Bond Registrar or its duly designated agent.
This bond is issued pursuant to the Constitution and laws of the State of Washington, and duly adopted
ordinances of the City. This bond is transferable upon compliance with the conditions set forth in the Loan
Commitment.
It is hereby certified that all acts, conditions and things required by the Constitution and statutes of the State
of Washington to exist, to have happened, been done and performed precedent to and in the issuance of this bond
exist, have happened, been done and performed and that the issuance of this bond does not violate any
constitutional, statutory or other limitation upon the amount of bonded indebtedness that the City may incur.
IN WITNESS WHEREOF, the City of Tukwila, Washington, has caused this bond to be executed by the.
manual or facsimile signature of the Mayor of the City Council and attested by the manual or facsimile signature of
the Clerk, as of this 8th day of dune, 2021.
[SEAL]
ATTEST:
ity Clerk
Page 2 of 4
CITY OF TUKWILA, WASHINGTON
f�
yor
11, Iii -71
!I
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This bond is the City of Tukwila, Limited Tax General Obligation Refunding Bond, 2021C (Taxable)
described in the within mentioned Bond Ordinance and is registered in the name of the Registered Owner on the
books of the City, in the office of the City Finance Director (the "Bond Registrar"), as to both principal and interest,
as noted in the registration blank below. All payments of principal of and interest on this bond shall be made by the
City to the Registered Owner from the Debt Service Fund.
Date of Name and Address of Signature of
iRegistration
Registered Owner Bond Registrar
I
Capital One Public Funding, LLC
1307 Walt Whitman Road, 31d Floor
f�June 8, 2021 Melville, New York l 1747 r( X111
>
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i
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,�` Page 3 of 4 ��
PAYMENT SCHEDULE
Principal of and interest on this bond shall be due and payable according to the following schedule, subject to
adjustment of the interest rate, as described herein and in the Loan Commitment:
Period
Ending Principal Coupon Interest Debt Service
121O112021 5,925.95 5,925-95
0610112022 6,165.73 6,16573
12101/2022 535,900 1-150% 6,165-73 542,065-73
061011X123 3,084-30 3,084-30
12101112023 536,400 1.150% 3,084.30 539,484-30
1,072,300 24,42601 1,096,72601
Page 4 of 4
CERTIFICATE REGARDING PAYMENT AND DELIVERY
I, Vicky Carlsen, Finance Director of the City of Tukwila, Washington (the "City"), DO
HEREBY CERTIFY, with respect to the issuance of the City's Limited Tax General Obligation
Bond, 2021A (the "2021A Bond"), Limited Tax General Obligation Bond, 2021B (Taxable)
(the "2021B Bond"), and Limited Tax General Obligation Refunding Bond, 2021C (Taxable)
(the "2021C Bond" and together with the 2021A Bond and 2021B Bond, the "Bonds"), that I
have received payment from Capital One Public Finding, LLC, or its duly appointed agent
(the "Lender"), in the amount of $6,720,500.00, as follows:
Sources of Funds:
Principal Amount
Debt Service Fund
Contribution
Total:
Uses of Funds
Deposit to Project Fund
Deposit to Escrow Fund
Costs of Issuance( )
Total Uses:
2021A Bond
$2,867,300.00
$2,867,300.00
2021B Bond 2021C Bond
$2,780,900.00 $1,072,300.00
Total
$6,720,500.00
178,804.62 -- 178,804.62
$2,959,704.62 $1,072,300.00 $6,899,304.62
$2,850,000.00 -- -- $2,850,000.00
-- $2,942,940.05 $1,065,750.00 4,008,690.04
17,300.00 16,764.57 6,550.00 40,614.58
$2,867,300.00 $2,959,704.62 $1,072,300.00 $6,899,304.62
I' I Includes additional proceeds.
Receipt of proceeds of the Bonds as set forth above is hereby acknowledged and
confirmed on behalf of the City.
On this date, the City delivered the Bonds to the Lender.
Dated this 8th day of June, 2021.
'7��
Vicky Carlsen, Finance Director
RECEIPT FOR BONDS
Receipt of the City of Tukwila, Washington, Limited Tax General Obligation Bond,
2021A, dated as of the date hereof, in the principal amount of $2,867,300, Limited Tax General
Obligation Refunding Bond, 2021 B (Taxable), dated as of the date hereof, in the principal amount
of $2,780,900, and Limited Tax General Obligation Refunding Bond, 2021C (Taxable), dated as
of the date hereof, in the principal amount of $1,072,300 is hereby acknowledged on behalf of
Capital One Public Finding, LLC.
Dated this 8th day of June, 2021.
CAPITAL ONE PUBLIC FINDING, LLC
By: 4!" � kL�
Name: Catherine DeLuca
Title: Vice President
1
CLOSING MEMORANDUM
Vicky Carlsen, City of Tukwila
Tony Cullerton, City of Tukwila
Aaron Williams, City of Tukwila
David Cline, City of Tukwila
Deanna Gregory, Pacifica Law Group
Stacey Crawshaw-Lewis, Pacifica Law Group
Toby Tobler, Pacifica Law Group
Alison Benge, Pacifica Law Group
Kristin Patterson, Pacifica Law Group
Carolyn Morrison, U.S. Bank
Aaron Fong, U.S. Bank
Andrew Face, Commerce Bank of Washington
Les Anderson, Commerce Bank of Washington
From: Duncan Brown, PFM Financial Advisors LLC
Steven Amano, PFM Financial Advisors LLC
Johanna Crane, PFM Financial Advisors LLC
Date: June 3, 2021
Jonathan A. Lewis, Capital One
Drew Scrivener, Capital One
Maryann Santos, Capital One
John Flaherty, Capital One
James Mullins, Capital One
Cathy Deluca, Capital One
Robert Steimel, Capital One
Paul Sottnik, Capital One
Brenda Barnes, Capital One
Jeff Sharp, Capital One
Toni Stegeman, Gilmore & Bell
Jason Schurke, Gilmore & Bell
Janelle Jackson, Gilmore & Bell
Re: City of Tukwila, Washington (the "City")
$2,867,300 Limited Tax General Obligation Bond, 2021A (the "2021A Bond")
$2,780,900 Limited Tax General Obligation Refunding Bond, 2021 B (Taxable) (the "2021 B Bond")
$1,072,300 Limited Tax General Obligation Refunding Bond, 2021C (Taxable) (the "2021C Bond")
(Collectively, the "Bonds")
Closing for the above referenced Bonds will occur on the morning of Tuesday, June 8, 2021. The Wires
(as described below) should be initiated in the morning so that closing can be completed by 11:30 a.m.
Pacific Time. Parties to the closing do not need to be present but should be available by telephone for
closing.
Promptly upon receiving funds from Capital One Public Funding (the "Purchaser"), U.S. Bank (the "Escrow
Agent'), the City, and the Commerce Bank of Washington (the "2014 Bondholder") will notify Stacey
Crawshaw-Lewis and Deanna Gregory at Pacifica Law Group ("Bond Counsel'), via email
(stacey.lewis@pacificalawgroup.com, deanna.gregory@pacificalawgroup.com) or by phone at (206) 245-
1714 or (206) 245-1716.
The total purchase price of the Bonds to be paid by the Purchaser is $6,720,500.00, which is calculated as
follows (and equal to Wire 1, Wire 2, and Wire 3, as described below).
Par Amount of the 2021A Bond
Par Amount of the 2021 B Bond
Par Amount of the 2021 C Bond
Total Due at Closing
$2,867,300.00
2,780,900.00
1,072,300.00
$6,720,500.00
Closing Memorandum
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
Page 2 of 3
Wire Instructions
The following transfers are to occur the morning of Closing (the "Wires"):
1. Wire 1: The Purchaser will deliver $2,890,614.57 to the City
BANK:
US BANK NA
ABA:
_
A/C NAME:
Cit of Tukwila
ACCOUNT:
USBANK CT WIRE CLEARING
Ref:
Tukwila LTGO 2021
2. Wire 2: The Purchaser will deliver $1,065,750.00 to the Escrow Agent
BANK:
US BANK NA
ABA:
Address:
60 LIVINGSTON AVE SAINT PAUL MN 55107
A/C NAME:
USBANK CT WIRE CLEARING
ACCOUNT:
Tukwila WA GO 2014
Ref:
Tukwila LTGOR Ref Esc (11) 21
3. Wire 3: The Purchaser will deliver $2,764,135.43 to the 2014 Bondholder
BANK:
Zions Bancorporation N.A.
ABA:
ACCOUNT:
Beneficiary:
Investment Dept
Ref:
Tukwila WA GO 2014
4. Wire 4: On or before the morning of June 8'", the City will deliver $178,804.62 to the 2014
Bondholder from its Debt Service Fund
BANK:
Zions Bancorporation N.A.
ABA:
ACCOUNT:
Beneficiary:
Investment Dept
Ref:
Tukwila WA GO 2014
Following the receipt of Wire 1, the City will have $2,890,614.57. The City will deposit $2,850,000.00 to its
Project Fund, and the remaining $40,614.57 will be used to pay costs of issuance as set forth below (upon
receipt of invoices from the service providers):
Following the receipt of Wire 2, the Escrow Agent will have $1,065,750.00, which will be used as follows:
- The $1,065,750.00 will be used to redeem the callable maturities of the City's outstanding Limited
Tax General Obligation Refunding Bonds, 2011 (the LTGO 2011 Bonds") on December 1, 2021.
Closing Memorandum
City of Tukwila, Washington
Limited Tax General Obligation and Refunding Bonds, 2021
Page 3 of 3
The total amount consists of LTGO 2011 Bonds principal of $1,050,000.00, and accrued interest of
$15,750.00.
Following the receipt of Wire 3 and Wire 4, the 2014 Bondholder will have $2,942,940.05, which will be
used as follows:
The $2,942,940.05 will be used to redeem the City's outstanding Limited Tax General Obligation
Bonds, 2014 (the "LTGO 2014 Bond") on June 8, 2021. The total amount required to redeem the
LTGO 2014 Bond includes the outstanding principal amount of $2,941,000.00, plus accrued interest
of $1,940.05.
Costs of Issuance:
PFM Financial Advisors LLC (Financial Advisor)
Pacifica Law Group LLP (Bond Counsel)
Contingency
Total Estimated Costs of Issuance
$25,000.00
15,500.00
114.57
$40,614.57
It has been a pleasure working with you on this transaction. If you have any questions, please contact
Duncan Brown at (206) 858-5367 or Steven Amano at (206) 858-5366.
Limited Tax General Obligation and Refunding Bonds, 2021
Sources & Uses
2021A Bond 2021B Bond 2021C Bond Total
Sources:
Bond Principal
$2,867,300.00
$2,780,900.00
$1,072,300.00
$6,720,500.00
Debt Service Fund Contribution
178,804.62
178,804.62
Total Sources:
$2,867,300.00
$2,959,704.62
$1,072,300.00
$6,899,304.62
Uses:
Deposit to Project Fund
$2,850,000.00
$2,850,000.00
LTGO 2011 Refunding
$1,065,750.00
1,065,750.00
LTGO 2014 Refunding
$2,942,940.05
2,942,940.05
Costs of Issuance
17,300.00
16,764.57
6,550.00
$40,614.57
Total Uses:
$2,867,300.00
$2,959,704.62
$1,072,300.00
$6,899,304.62
Bv:
Name: Vicky Carlsen
Title: Finance Director
1011 Plum Street SE
P.O. Box 42525
0 Department of Commerce Olympia, WA 98504-2525
Phone: 360/725-2733
Email: buc@commerce.wa.gov
BOND 101 REPORT FORM
Issue ID: 2106-012 Date Submitted: 06/14/2021 1
Name of Issuer. City of Tukwila
Address of Issuer: 6200 Southcenter Boulevard
Tukwila, WA98188
Issue Type: City/Town
Principle User, if different than
issuer:
Counties in which the entity using King
the bond proceeds is located: ❑ Various Counties - More than four
❑ Statewide
Was this bond voter approved? ❑ Yes ■ No
Exact title of issue: Limited Tax General Obligation Bond, 2021A; Limited Tax General Obligation Refunding Bond,
2021 B (Taxable); Limited Tax General Obligation Refunding Bond, 2021 C (Taxable)
Issue Sale Method: Private Placement
If Competitive Bid, number of bids:
Debt Type: GO Bond
Debt Category: Bond
Series: 2021 A; 2021 B; 2021 C
6 -DIGIT CUSIP:
New/Refund/Combo: Combination of New and Refund
CUSIP(S) of Refunded Bonds: 899052
Private Placement Number(s):
Series or Issue Year of Refunded 2011 2014
Bonds:
Advance Refund? ❑ Yes ■ No
Net Present Value Savings: i $96,970.52
(Dated Date of Issue: 06/08/2021 I Issue Closing Date: 06/08/2021
Date of Issue Sale: 06/08/2021 Issue Maturity Date: 12/01/2034
Purpose Type: Other
Purpose of Proceeds: to finance and/or reimburse costs related to capital improvements to the City's Public Works facilities,
to refund certain outstanding limited tax general obligation bonds of the City, and to pay the costs of
issuing the bonds
Printed on 6/14/2021 8:03:21 PM Page 1 of 3
1011 Plum Street SE
P.O. Box 42525
Department of Commerce Olympia, WA 98504-2525
2 5
Phone: 360/725-2733
Email: buc@commerce.wa.gov
Is this a Bond Cap issuance? ❑ Yes ■ No
If yes:
Bond Cap Use Category:
Project Title:
Bond Cap Amount:
Underlying Security
Taxes
NEW
$0.00
❑ Estimate
REFUND
$0.00
Tax -Exempt Par Value:
$2,867,300.00
$15,500.00
❑ Estimate
$0.00
$0.00
❑ Estimate
Taxable par Value:
$0.00
❑ Estimate
Feasiblity Study Cost:
$3,853,200.00
❑ Estimate
Rating Agency Fee:
Total Par Value:
$2,867,300.00
Trustee Fee:
$0.00
$3,853,200.00
Credit Enhancement:
$0.00
Net Tax -Exempt Interest Rate:
1.7%
❑
Variable
2.562211%
❑
Variable
Net Taxable Interest Rate:
0%
❑
Variable
0%
❑
Variable
Discount:
$0.00
❑
Estimate
$0.00
❑
Estimate
Premium:
$0.00
❑
Estimate
$0.00
❑
Estimate
Yield:
1.700023%
1.700023%
Underlying Security
Taxes
Gross Underwriting Spread:
$0.00
❑ Estimate
Underwriting Spread per $1,000:
$0.00
Bond Counsel Fee:
$15,500.00
❑ Estimate
Legal/Underwriter's Counsel Fee:
$0.00
❑ Estimate
Adminsitrative/Commission Fee:
$0.00
❑ Estimate
Feasiblity Study Cost:
$0.00
❑ Estimate
Rating Agency Fee:
$0.00
❑ Estimate
Trustee Fee:
$0.00
❑ Estimate
Credit Enhancement:
$0.00
❑ Estimate
Escrow Costs:
$0.00
❑ Estimate
Financial Advisor Fee:
$25,000.00
❑ Estimate
Placement Agent:
$0.00
❑ Estimate
Bond Insurance:
$0.00
❑ Estimate
Printing, inc. Office Statement:
$0.00
❑ Estimate
Out -of -State Travel:
$0.00
❑ Estimate
Miscellaneous:
$0.00
❑ Estimate
Name of Financial Advisor:
Name of Bond Counsel:
Name Of Lead Underwiter(s):
PFM Financial Advisors LLC
Pacifica Law Group LLP
Capital One Public Funding, LLC
Printed on 6/14/2021 8:03:21 PM Page 2 of 3
0 Department
Name Of Company Insuring N/A
Bond:
Name of Bond Registrar: City of Tukwila
Escrow Agent/Trustee: U.S. Bank National Association
1011 Plum Street SE
P.O. Box 42525
Olympia, WA 98504-2525
Phone: 360/725-2733
Email: buc@commerce.wa.gov
Standard & Poor's:
N/A
Moody's:
N/A
Fitch:
N/A
Other
N/A
IAre bond covenants available? I ■ Yes ❑ No
Is an Official Statement available? 10 Yes ■ No
Reporter Name: Kristin Patterson
Title: Paralegal
Affiliation: Pacifica Law Group LLP
Address: 1191 Second Avenue, Suite 2000
Seattle, WA 98101-1158
Email: kristin.patterson@pacificalawgroup.com
Phone: (206) 245-1700
Printed on 6/14/2021 8:03:21 PM Page 3 of 3
Notice Regarding Incurrence of Financial Obligation
City of Tukwila, Washington
Limited Tax General Obligation Bond, 2021A
Limited Tax General Obligation Refunding Bond, 2021B (Taxable)
Limited Tax General Obligation Refunding Bond, 2021C (Taxable)
On June 8, 2021, the City of Tukwila, Washington (the "City") issued its Limited Tax
General Obligation Bond, 2021 in a principal amount of $2,867,300, Limited Tax General
Obligation Refunding Bond, 2021C (Taxable) in a principal amount of $2,780,900, and Limited
Tax General Obligation Refunding Bond, 2021C (Taxable) in a principal amount of $1,072,300
(together, the "Bonds"). The Bonds were issued under Ordinance No. 2654 (the "Bond
Ordinance") to (i) acquire, improve, develop and equip certain capital improvements to the City's
public works facilities, (ii) to refund certain outstanding limited tax general obligations of the City,
and (iii) to pay costs of issuance of the Bonds. The Bonds were privately placed with Capital One
Public Funding, LLC in accordance with a Loan Commitment (the "Loan Commitment") dated
June 8, 2021. The terms of the Bonds are described in the Bond Ordinance and Loan Commitment.
Notes Regarding this Notice Filing. The City is filing this information for interested
persons on the Municipal Securities Rulemaking Board's Electronic Municipal Market Access
("EMMA") system. This information is only accurate as of its date. The provision of this
information to EMMA is not intended as an offer to sell any security and the City does not intend
that the Loan Commitment involve the offering to the public of any security of the City. No
representation is made as to whether this information is material or important with respect to any
particular outstanding debt issue of the City or whether other events have occurred with respect to
the City or its outstanding debt that might be material or important to owners of the City
outstanding debt.
Dated: June 8, 2021.
Attachments: Loan Commitment (Redacted)
Bond Ordinance (Redacted)
LOAN COMMITMENT
THIS LOAN COMMITMENT (this "Loan Commitment") is dated June 8, 2021, by
and between CITY OF TUKWILA, WASHINGTON, a municipal corporation duly organized
and existing under the laws of the State of Washington (the "City"), and CAPITAL ONE
PUBLIC FUNDING, LLC (together with its successors and assigns, in such capacity, the
"Lender").
RECITALS:
WHEREAS, the City has authorized the issuance of its Limited Tax General Obligation
Bond, 2021A in the principal amount of $2,867,300 (the "2021A Bond"), its Limited Tax
General Obligation Refunding Bond, 2021B (Taxable) in the principal amount of $2,780,900
(the "2021B Bond") and its Limited Tax General Obligation Refunding Bond, 2021C (Taxable)
in the principal amount of $1,072,300 (the "2021C Bond," and together with the 2021A Bond
and 2021B Bond, the "Bonds") pursuant to Ordinance No. 2654, passed by the City Council of
the City (the "Council") on May 17, 2021 (the "Bond Ordinance"); and
WHEREAS, after soliciting proposals to purchase the Bonds, the Finance Director, as
the designated representative of the City under the Bond Ordinance (the "Designated
Representative"), has determined that the Bonds shall be sold to the Lender and the Lender shall
acquire such Bonds as evidence of the underlying loan of the principal amounts described above
to the City pursuant to the terms set forth in the Bonds and the Bond Ordinance and in this Loan
Commitment; and
WHEREAS, the Lender is willing to make the loan evidenced by the Bonds and the City
is willing to sell the Bonds evidencing such loan to the Lender subject to the terms and
conditions set forth in this Loan Commitment;
NOW, THEREFORE, in consideration of the premises and for other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the City and the
Lender hereby agree as follows:
ARTICLE I
DEFINITIONS
1.1 Definitions. Unless the context indicates otherwise, words importing the singular
number shall include the plural number and vice versa. Capitalized terms not otherwise defined
herein shall have the meanings set forth in the recitals of this Loan Commitment and in the Bond
Ordinance. As used in this Loan Commitment, the following capitalized terms shall have the
following meanings.
"Bonds" mean together, the 2021A Bond, 2021B Bond, and 2021C Bond.
"Bond Ordinance" means Ordinance No. 2654 passed by the Council on May 17, 2021.
"CC means the City of Tukwila, Washington, a municipal corporation duly organized
and existing under the laws of the State of Washington.
"Closing Date" means June 8, 2021.
"Council" or "City Council" means the Tukwila City Council, as the general legislative
body of the City as the same is duly and regularly constituted from time to time.
"Debt Service Fund" means the funds or accounts created pursuant to the Bond
Ordinance for the purpose of paying debt service on each series of Bonds.
"Default Rate" means the applicable Interest Rate plus 200 basis points (2.0%).
"Event of Default" means the Lender's declaration in writing to the City that (i) there has
been a failure to pay principal of or interest on the Bonds when due, as provided in the Bond
Ordinance, this Loan Commitment, and the Bonds, allowing for a 10 -day grace period following
any payment due date before the Lender may declare an Event of Default and allowing further
for a 10 -day cure period (immediately following the 10 -day grace period) before the default rate
of interest shall be applied to the Bonds; (ii) a failure by the City to comply with any of its
obligations, or to perform any of its duties, under the Bond Ordinance, this Loan Commitment or
the Bonds, which failure continues, and is not cured, for a period of more than 60 days after the
Lender has made written demand on the City to cure such failure; or (iii) a material
misrepresentation to the Lender by the City in the purchase of the Bonds, as reasonably
concluded by the Lender after investigation and discussion with the City.
"Interest Rate" means the 2021A Interest Rate, the 2021B Interest Rate, and/or the 2021C
Interest Rate, as applicable.
"Lender" means Capital One Public Funding, LLC, as Lender of the Bonds, and its
successors and assigns.
"Loan Commitment" means this Loan Commitment between the City and the Lender, as
amended and supplemented from time to time in accordance with the terms hereof.
"Proposal" means the written proposal of the Lender to acquire the Bonds, a copy of
which is attached hereto as Exhibit A.
"State" means the State of Washington.
"2021A Bond" means the City of Tukwila, Washington, Limited Tax General Obligation
Bond, 2021A, issued pursuant to the Bond Ordinance in a principal amount of $2,867,300.
"2021A Interest Rate" means 1.700% per annum.
"2021A Maturity" means December 1, 2031.
"2021B Bond" means the City of Tukwila, Washington, Limited Tax General Obligation
Refunding Bond, 2021B (Taxable), issued pursuant to the Bond Ordinance in a principal amount
of $2,780,900.
"2021B Interest Rate" means 2.700% per annum.
"202113 Maturity" means December 1, 2034.
"2021C Bond" means the City of Tukwila Washington, Limited Tax General Obligation
Refunding Bond, 2021C (Taxable), issued pursuant to the Bond Ordinance in a principal amount
of $1,072,300.
"2021 C Interest Rate" means 1.150% per annum.
"2021C Maturity Date" means December 1, 2023.
1.2 Relation to Other Documents. Nothing in this Loan Commitment shall be
deemed to amend or relieve the City of its obligations under the Bonds or the Bond Ordinance.
All references to other documents shall be deemed to include all amendments, modifications and
supplements thereto to the extent such amendment, modification or supplement is made in
accordance with the provisions of such document and this Loan Commitment.
ARTICLE II
BOND TERMS
2.1 Purchase and Payment of Bonds; Use of Proceeds. The City hereby accepts the
Lender's Proposal to purchase the Bonds to evidence a loan of the principal amounts described
herein and therein, a copy of which is attached as Exhibit A. All other proposals received by the
City to purchase the Bonds are hereby rejected. To the extent that there are any inconsistences
between the Proposal attached hereto as Exhibit A and this Loan Commitment, this Loan
Commitment shall control.
2021A Bond. The Lender hereby agrees to acquire the 2021A Bond from the City on the
Closing Date in the principal amount of $2,867,300 at a price of 100% of par subject to the terms
of this Loan Commitment.
The 2021A Bond shall be dated as of the Closing Date, mature on the 2021A Maturity
Date, bear interest on the outstanding principal amount thereof at the 2021A Interest Rate
(subject to adjustment upon the occurrence and continuation of an Event of Default as provided
below) and shall be payable in installments semiannually on the dates and in the amounts as set
forth in Exhibit B attached hereto and in the payment schedule attached to the 2021A Bond.
2021B Bond. The Lender hereby agrees to acquire the 2021B Bond from the City on the
Closing Date in the principal amount of $2,780,900 at a price of 100% of par subject to the terms
of this Loan Commitment.
The 2021B Bond shall be dated as of the Closing Date, mature on the 2021B Maturity
Date, bear interest on the outstanding principal amount thereof at the 2021B Interest Rate
(subject to adjustment upon the occurrence and continuation of an Event of Default as provided
below) and shall be payable in installments semiannually on the dates and in the amounts as set
forth in Exhibit B attached hereto and in the payment schedule attached to the 2021B Bond.
2021 C Bond. The Lender hereby agrees to acquire the 2021C Bond from the City on the
Closing Date in the principal amount of $1,072,300 at a price of 100% of par subject to the terms
of this Loan Commitment.
The 2021C Bond shall be dated as of the Closing Date, mature on the 2021C Maturity
Date, bear interest on the outstanding principal amount thereof at the 2021C Interest Rate
(subject to adjustment upon the occurrence and continuation of an Event of Default as provided
below) and shall be payable in installments semiannually on the dates and in the amounts as set
forth in Exhibit B attached hereto and in the payment schedule attached to the 2021C Bond.
At the election of the Lender, upon written notice to the City following the occurrence of
an Event of Default and until the time as such Event of Default is cured, the applicable Interest
Rate on the applicable Bond shall increase by 200 basis points (2.00%) to the Default Rate. All
rights, powers and remedies of the Lender granted in the Bond Ordinance, the Bonds, this Loan
Commitment, and available under applicable law may be exercised at any time after the
occurrence of an Event of Default, and shall be cumulative and shall not be exclusive, and shall
be in addition to any other rights, powers or remedies provided by law or equity. If legal action is
taken by the Lender to enforce the provisions of the Bond Ordinance, this Loan Commitment or
the Bonds, the Lender, if it prevails shall be entitled to its reasonable attorneys' fees and costs,
including fees and costs at trial, on appeal, in any bankruptcy or insolvency proceeding, in any
arbitration proceeding, or otherwise, including any allocated costs of in-house counsel.
The Bonds are not subject to acceleration upon the occurrence of an Event of Default.
The City may not prepay the 2021A Bond before December 1, 2026. The 2021A Bond
may be prepaid at the option of the City in whole only, on or after December 1, 2026, on any
interest payment date (June 1 and December 1) at a price of par plus accrued interest to the date
of prepayment. If the 2021A Bond is prepaid in full, interest shall cease to accrue on the date
such prepayment occurs. Prepayments in part shall be applied to installments of principal in
inverse order of their respective due dates, unless otherwise agreed by the City and the Lender.
The City may not prepay the 2021B Bond before December 1, 2028. The 2021B Bond
may be prepaid at the option of the City in whole only, on or after December 1, 2028, on any
interest payment date (June 1 and December 1) at a price of par plus accrued interest to the date
of prepayment. If the 2021B Bond is prepaid in full, interest shall cease to accrue on the date
such prepayment occurs. Prepayments in part shall be applied to installments of principal in
inverse order of their respective due dates, unless otherwise agreed by the City and the Lender.
The 2021C Bond is not subject to prepayment.
The City shall make all principal and interest payments on the Bonds at the times and in
the amounts specified herein. Any payment by the City to the Lender shall be applied first to
pay accrued interest, and second to pay the applicable Bond principal.
The City will use proceeds of the Bonds for the purposes provided for in the Bond
Ordinance. The City will pay all costs and expenses incurred by it in connection with the
issuance and sale of the Bonds.
2.2 Security.
(a) Pursuant to the Bond Ordinance, the Bonds are being issued by the City as
limited tax general obligation bonds. The City has covenanted and agreed irrevocably that the
annual tax provided for herein to be levied for the payment of such principal and interest shall be
within and as a part of the tax levy permitted to cities without a vote of the people, and that a
sufficient portion of each annual levy to be levied and collected by the City prior to the full
payment of the principal of and interest on the Bonds will be and is hereby irrevocably set aside,
pledged and appropriated for the payment of the principal of and interest on the Bonds. The full
faith, credit and resources of the City are hereby irrevocably pledged for the annual levy and
collection of said taxes and for the prompt payment of the principal of and interest on the Bonds
when due.
(b) No later than the date each payment of principal of or interest on the
Bonds becomes due, the City shall transmit sufficient funds, from the Debt Service Fund or from
other legally available sources, to the Lender for the payment of such principal or interest.
(c) The Bonds do not constitute a debt or indebtedness of King County, the
State of Washington or any other political subdivision thereof other than the City.
ARTICLE III
CONDITIONS PRECEDENT
As conditions precedent to the obligation of the Lender to acquire the Bonds from the
City, the City shall provide to the Lender on or prior to the Closing Date:
3.1 The approving legal opinions of Pacifica Law Group LLP, addressed to the City
and the Lender, dated as of the Closing Date, in forms and substance satisfactory to the Lender,
3.2 A copy of the Bond Ordinance, certified by an appropriate official of the City as
having been duly enacted by the City and as being in full force and effect on the Closing Date;
3.3 A copy of this Loan Commitment, executed by the City and the Lender;
3.4 The executed Bonds; and
3.5 Such additional legal opinions, certificates, proceedings, instruments and other
documents as the Lender and its counsel may reasonably request.
ARTICLE IV
REPRESENTATIONS AND WARRANTIES
The City represents and warrants as of the date hereof and the date of any advance
hereunder that:
4.1 The City is a duly created and existing municipal corporation under the
constitution and laws of the State.
4.2 The Bond Ordinance has been duly enacted by the Council, has not been
amended, modified, rescinded or superseded and is a legal, valid and binding obligation of the
City. The City is not in breach of or in default under the Bond Ordinance.
4.3 The City has full legal right, power and authority to enter into and to perform, and
has duly authorized the execution and delivery of this Loan Commitment. When executed and
delivered, this Loan Commitment will be a legal, valid and binding obligation of the City.
4.4 The City is duly authorized and has full legal right, power and authority to issue,
sell and deliver the Bonds to be acquired by the Lender and, when issued and delivered, the
Bonds will be legal, valid and binding obligations of the City.
4.5 The City is duly authorized and has full legal right, power and authority to
undertake the transactions contemplated by the Bond Ordinance and this Loan Commitment.
4.6 There is no action, suit, proceeding or investigation at law or in equity before or
by any court or governmental body pending or, to the best of the knowledge of the City,
threatened against the City to restrain or enjoin the acceptance of this Loan Commitment, the
passage of the Bond Ordinance or the execution and delivery of the Bonds, or the collection and
application of the funds as contemplated by the Bond Ordinance and this Loan Commitment,
that, in the reasonable judgment of the City, would have a material and adverse effect on the
ability of the City to pay the amounts due under this Loan Commitment and the Bonds.
4.7 The acceptance of this Loan Commitment, the enactment of the Bond Ordinance,
and the execution and delivery of the Bonds will not conflict in any material respect with, or
constitute a material breach of or default under, any law, court decree, administrative regulation,
ordinance or other agreement to which the City is a party or by which it is bound.
ARTICLE V
COVENANTS
So long as the Bonds are outstanding, the City covenants and agrees with the Lender as
follows:
5.1 Bond Ordinance Compliance. The City will comply in all respects with all
provisions of the Bond Ordinance, which provisions are hereby incorporated into this Loan
Commitment by reference as if such provisions were fully set forth herein. The City will comply
in all respects with the provisions of all tax certificates and agreements executed and delivered
by the City in connection with the 2021A Bond. The City will not amend or supplement the
Bonds or the Bond Ordinance without the prior written consent of the Lender.
5.2 No Registration. The City agrees that it will not (a) cause the Bonds to be
registered under the Securities Act of 1933 or otherwise qualified for sale under the "Blue Sky"
laws and regulations of any state; (b) apply for or obtain CUSIP numbers for the Bonds (unless a
CUSIP is required by Rule G-34 of the Municipal Securities Rulemaking Board, as amended);
(c) cause the Bonds to be registered in book entry form; (d) cause the Bonds to be rated by any
rating agency; or (e) list the Bonds on any stock or other securities exchange.
5.3 Financial Statements. So long as the Bonds are outstanding, the City agrees to
provide the Lender the following, upon request by the Lender:
(a) Upon written request, as soon as available, the City shall provide the
Registered Owner with a copy of its audited financial statements (the "Audit"), which may be in
electronic .pdf format. In the event the Audit is filed on the MSRB's "EMMA" website, to
satisfy this requirement the City may email a link to the posted Audit to the Registered Owner.
So long as the Lender is the Registered Owner of the Bond, the electronic Audit or EMMA link
may be sent to the following email address or such other address as the Lender supplies to the
City in writing): In the event that the Audit is
not available when requested, the City will furnish unaudited financial statements to the
Registered Owner in the manner described in this paragraph, and will then supply the Audit
immediately upon the availability thereof, and
(b) such other financial information of the City as the Lender may from time
to time reasonably request.
5.4 Nature of Sale; Acknowledgement. City acknowledges and agrees that (i) the
transaction contemplated herein is an arm's length commercial transaction between the City and
the Lender, (ii) in connection with such transaction, the Lender and its affiliates are acting solely
as a principal and not as an advisor including, without limitation, a "Municipal Advisor" as such
term is defined in Section 15B of the Securities and Exchange Act of 1934, as amended, and the
related final rules (the "Municipal Advisor Rules"), agent or a fiduciary of the City, (iii) the
Lender and its affiliates are relying on the Bank exemption in the Municipal Advisor Rules, (iv)
the Lender and its affiliates have not provided any advice or assumed any advisory or fiduciary
responsibility in favor of the City with respect to the transaction contemplated hereby and the
discussions, undertakings and procedures leading thereto (whether or not the Lender, or any
affiliate of the Lender, has provided other services or advised, or is currently providing other
services or advising the City on other matters), (v) the Lender and its affiliates have financial and
other interests that differ from those of the City, and (vi) the City has consulted with its own
financial, legal, accounting, tax and other advisors, as applicable, to the extent it deemed
appropriate.
5.5 City's Notice Filings Related to the Bonds for SEC Rule 15(c)2-12. In
connection with the City's compliance with any continuing disclosure undertakings (each, a
"Continuing Disclosure Agreement") entered into by the City on and after February 27, 2019,
pursuant to SEC Rule 15c2-12 promulgated pursuant to the Securities and Exchange Act of
1934, as amended (the "Rule"), the Lender acknowledges that the City may be required to file
with the Municipal Securities Rulemaking Board's Electronic Municipal Market Access system,
or its successor (`EMMA"), notice that the City has incurred obligations hereunder and notice of
certain subsequent events reflecting financial difficulties in connection with the Bonds. The City
agrees that it shall not file or submit, or permit to be filed or submitted, with EMMA any
documentation that includes the following unredacted sensitive or confidential information about
the Lender or its affiliates: address and account information of the Lender or its affiliates, e-mail
addresses, telephone numbers, fax numbers, names and signatures of officers, employees and
signatories of the Lender or its affiliates, unless otherwise required for compliance with the Rule
or otherwise required by law. The City acknowledges that the Lender is not responsible for the
City's compliance or noncompliance with the Rule or any Continuing Disclosure Agreement.
ARTICLE VI
MISCELLANEOUS
6.1 Participants and Transferees. The Bonds shall be transferrable with the City's
consent, or without the City's consent, either to (a) an affiliate of the Registered Owner or
(b) banks, insurance companies or other financial institutions or their affiliates that complete a
purchaser letter substantially in the form executed by the Lender in connection with the issuance
of the Bonds and in a form satisfactory to Bond Counsel to the City. Nothing herein shall limit
the ability of the Registered Owner or its assignees to sell or assign participation interest in the
Bonds to one or more entities listed in (a) or (b) of the previous sentence.
6.2 Survival of This Loan Commitment. All covenants, agreements, representations
and warranties made in this Loan Commitment shall survive the issuance of the Bonds and shall
continue in full force and effect so long as any obligations shall remain outstanding with respect
to the Bonds. Whenever in this Loan Commitment the Lender is referred to, such reference shall
be deemed to include the successors and assigns of the Lender, and all covenants, promises and
agreements by or on behalf of the City which are contained in this Loan Commitment shall inure
to the benefit of such successors and assigns. The rights and duties of the City, however, may
not be assigned or transferred, except with the prior written consent of the Lender, and all
obligations of the City hereunder shall continue in full force and effect notwithstanding any
assignment by the City of any of its rights or obligations under the Bonds, the Bond Ordinance or
this Loan Commitment or any entering into, or consent by the City to, any supplement or
amendment to the Bonds, the Bond Ordinance or this Loan Commitment.
6.3 Modification of This Loan Commitment. No amendment, modification or waiver
of any provision of this Loan Commitment shall be effective unless the same shall be in writing
and signed by the Lender and the City, and no consent to any departure by the City from its
obligations under this Loan Commitment shall in any event be effective unless the same shall be
in writing and signed by the Lender. Any such waiver or consent shall be effective only in the
specific instance and for the purpose for which given.
6.4 Waiver of Rights by the Lender. No course of dealing or failure or delay on the
part of the Lender in exercising any right, power or privilege under this Loan Commitment shall
operate as a waiver thereof, nor shall a single or partial exercise thereof preclude any other or
further exercise or the exercise of any other right, power or privilege. The rights of the Lender
under this Loan Commitment are cumulative and not exclusive of any rights or remedies which
the Lender would otherwise have.
6.5 Notices. All notices, requests, demands, directions and other communications
under the provisions of this Loan Commitment will be in writing (including facsimile
communication) unless otherwise expressly permitted hereunder and will be sent and deemed
received as follows: (i) if by first class mail, five (5) days after mailing; (ii) if by overnight
delivery, on the next business day; (iii) if by telephone, when given to a person who confirms
such receipt; and (iv) if by facsimile or electronic transmission, when telephonic confirmation of
receipt is obtained. All notices will be sent to the applicable party at the following address or in
accordance with the last unrevoked written direction from such party to the other parties hereto:
If to the Lender:
If to the City, to:
6.6 Survival of Representations and Warranties. All representations and warranties of
the City contained in this Loan Commitment shall survive delivery of this Loan Commitment
and the transactions contemplated hereby.
6.7 Severability. In case any one or more of the provisions contained in this Loan
Commitment should be invalid, illegal or unenforceable in any respect, the validity, legality and
enforceability of the remaining provisions contained herein shall not in any way be affected or
impaired thereby. The parties shall endeavor in good faith negotiations to replace the invalid,
illegal or unenforceable provisions with valid provisions the economic effect of which comes as
close as possible to that of the invalid, illegal or unenforceable provisions.
6.8 Governing Law. THIS LOAN COMMITMENT SHALL BE GOVERNED BY
AND CONSTRUED AND INTERPRETED IN ACCORDANCE WITH THE LAWS OF THE
STATE.
6.9 Venue. The City agrees that any legal action or proceeding with respect to any of
the obligations of the City under this Loan Commitment, the Bond Ordinance and the Bonds may
be brought in any state court sitting in Seattle, Washington or in the United States City Court for
the Western City of Washington.
6.10 Waiver of Jury Trial. To the extent permitted by applicable law, each of the
parties waives any right to have a jury participate in resolving any dispute, whether sounding in
Loan Commitment, tort, or otherwise between the parties arising out of, connected with, related
to, or incidental to the relationship between any of them in connection with this Loan
Commitment or the transactions contemplated hereby. Instead, any such dispute resolved in
court will be resolved in a bench trial without a jury.
6.11 Headings. The table of contents and captions in this Loan Commitment are for
convenience of reference only and shall not define or limit the provisions hereof.
6.12 Counterparts. This Loan Commitment may be executed in counterparts, each of
which shall constitute an original but all of which, when taken together, shall constitute but one
instrument, and shall become effective when copies hereof which, when taken together, bear the
signatures of all of the parties hereto shall be delivered to the City and the Lender.
6.13 Washington Statutory Notice. ORAL AGREEMENTS OR ORAL
COMMITMENTS TO LOAN MONEY, TO EXTEND CREDIT, OR TO FORBEAR
FROM ENFORCING REPAYMENT OF A DEBT ARE NOT ENFORCEABLE UNDER
WASHINGTON LAW.
[signature page immediately follows]
IN WITNESS WHEREOF, the parties have executed this Loan Commitment as of the
date first above written.
CAPITAL ONE PUBLIC FUNDING, LLC
[Signature Page to Loan Commitment]
EXHIBIT A
COPY OF THE LENDER'S PROPOSAL
(attached)
A-1
EXHIBIT B
PAYMENT SCHEDULES
2021A Bond. Interest payments on the 2021A Bond will be due semiannually on December 1
and June 1, beginning December 1, 2021 through maturity. Principal payments on the 2021A
Bond will be due annually on December 1, beginning December 1, 2022 through the 2021A
Maturity Date, subject to prior prepayment. See the amortization schedule attached to the 2021A
Bond.
2021E Bond. Interest payments on the 2021B Bond will be due semiannually on December 1
and June 1, beginning December 1, 2021 through maturity. Principal payments on the 2021B
Bond will be due annually on December 1, beginning December 1, 2022 through the 2021B
Maturity Date, subject to prior prepayment. Seethe amortization schedule attached to the 2021B
Bond.
2021C Bond. Interest payments on the 2021C Bond will be due semiannually on December 1
and June 1, beginning December 1, 2021 through maturity. Principal payments on the 2021C
Bond will be due annually on December 1, beginning December 1, 2022 through the 2021C
Maturity Date. See the amortization schedule attached to the 2021 C Bond.
Cl*ty of Tu11CWi*1a
Washington
Ordinance No. 2
5 Lt
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AUTHORIZING THE ISSUANCE
AND SALE OF ONE OR MORE SERIES OF LIMITED TAX
GENERAL OBLIGATION AND REFUNDING BONDS OF THE
CITY IN THE AGGREGATE PRINCIPAL AMOUNT OF NOT TO
EXCEED $7,200,000 TO FINANCE AND/OR REIMBURSE
COSTS RELATED TO CAPITAL IMPROVEMENTS TO THE
CITY'S PUBLIC WORKS FACILITIES, TO REFUND CERTAIN
OUTSTANDING LIMITED TAX GENERAL OBLIGATION BONDS
OF THE CITY, AND TO PAY THE COST OF ISSUING THE
BONDS; PROVIDING THE FORM, TERMS AND COVENANTS
OF THE BONDS; DELEGATING THE AUTHORITY TO
APPROVE THE SALE OF THE BONDS; PROVIDING FOR
OTHER MATTERS RELATING THERETO; PROVIDING FOR
SEVERABILITY; AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the City Council (the "Council")ofthe City of Tukwila, Washington (the
"City") has deemed it in the best interest of the City to acquire, improve, develop and
equip certain capital improvements to the City's public works facilities (the "Project");
and
WHEREAS, the City issued its Limited Tax General Obligation Refunding Bonds,
2011 on December 28, 2011, pursuantto Ordinance No. 2361 passed by the Council on
December 5, 2011 (the "2011 Ordinance"), in the original principal amount of
$4,620,000 (the "2011 Bonds"); and
WHEREAS, the 2011 Ordinance provides that the City may redeem the 2011
Bonds maturing on or after December 1, 2022, on any date on or after December 1,
2021, in whole or in part, at the price of par plus accrued interest, if any, to the date of
redemption (the "2011 Refunding Candidates"); and
WHEREAS, the City issued its Limited Tax General Obligation Bond, 2014
(Taxable), on December 16, 2014 pursuant to Ordinance No. 2465 passed by the
Council on December 1, 2014, as amended by Ordinance No. 2472 passed by the
Council on March 16, 2015 (as amended, the "2014 Ordinance," and togetherwith the
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2011 Ordinance, the "Outstanding Bond Ordinances"), in the original principal amount of
$3,850,000 (the "2014 Bond"); and
WHEREAS, the 2014 Ordinance provides that the City may redeem the 2014 Bond
on any date on or after December 1, 2019 (the "2014 Refunding Candidate," and
together with the 2011 Refunding Candidates, the "Refunding Candidates"); and
WHEREAS, after due consideration, the Council has determined it is in the best
interest of the City to authorize the issuance of one or more series of limited tax general
obligation and refunding bonds in the aggregate principal amount of not to exceed
$7,200,000, to pay and/or reimburse the City for all or a portion of the costs of the
Project, to refund and defease all or a portion of the Refunding Candidates for debt
service savings, and to pay costs of issuance forthe bonds; and
WHEREAS, the City has issued a request for proposals from various financial
institutions to purchase the bonds authorized herein; and
WHEREAS, the Council wishes to delegate authority to the Finance Director
(the "Designated Representative"), for a limited time, to select one or more proposals
that are in the best interest of the City (if any); to approve the issuance from time to
time, on a single date or on multiple dates, of one or more series of bonds; to designate
each series of bonds as tax-exempt or taxable; to select the Refunding Candidates for
redemption; and to approve the interest rates and the terms of the bonds within the
parameters set by this ordinance; and
WHEREAS, the Council now wishes to authorize the issuance of the bonds and
sale of the bonds to the successful respondent(s) subject to the terms and conditions
set forth in this ordinance;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, HEREBY ORDAINS AS FOLLOWS:
Section 1. Definitions. As used in this ordinance, the following words shall have
the following meanings:
Acquired Obligations mean the Government Obligations, if any, acquired by the
City under the terms of this ordinance and the Escrow Agreement to effect the
defeasance and refunding of the Refunded Bonds, butonlyto the extentthat the same
are acquired at Fair Market Value.
Bond Counsel means Pacifica Law Group LLP, Seattle, Washington, or an
attorney at law or a firm of attorneys, which is admitted to practice law before the
highestcourtof any state in the United States of America or the District of Columbia and
nationally recognized and experienced in legal work relating to the issuance of tax-
exempt bonds who is or are selected by the City.
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Bond Purchase Contract means one or more commitments, bond purchase
contracts, loan agreements, forward delivery agreements, or other contracts between
the City and one or more Purchasers approved by the Designated Representative
pursuant to this ordinance.
Bond Register means the registration records for the Bonds maintained by the
Bond Registrar.
Bond Registrar means the City Finance Director or, at the option of the City, the
fiscal agent for municipal bonds issued in the State, currently U.S. Bank National
Association.
Bonds means the Project Bond together with the Refunding Bonds, authorized to
be issued from time to time underthis ordinance.
Call Date means the date of redemption of the Refunded Bonds asset forth in the
Escrow Agreement.
City means the City of Tukwila, Washington, a municipal corporation duly
organized and existing underthe laws of the State of Washington.
City Administrator means the duly appointed and acting City Administrator,
including anyone acting in such capacityforthe position, or the successorto the duties
of that office.
City Attorney meansthe duly appointed and acting City Attorney, including anyone
acting in such capacity for the position, or the successorto the duties of that office.
City Clerk means the duly appointed and acting City Clerk of the City or the
successor to the duties of that office.
Code means the Internal Revenue Code of 1986 as in effect on the date of
issuance of any Tax -Exempt Bonds or (except as otherwise referenced herein) as it
may be amended to apply to obligations issued on the date of issuance of any Tax -
Exempt Bonds, together with applicable proposed, temporary and final regulations
promulgated, and applicable official public guidance published, underthe Code.
Commission means the United States Securities and Exchange Commission.
Council or City Council means the Tukwila City Council, as the general legislative
body of the City as the same is duly and regularly constituted from time to time.
Debt Service Fund means the funds or accounts created pursuant to this
ordinanceforthe purpose of paying debt service on each series of Bonds.
Designated Representative meansthe Finance Director, or hisor herdesignee.
Escrow Agent means U.S. Bank National Association, and its successors and
assigns.
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Escrow Agreement means the Escrow Deposit Agreement between the City and
the Escrow Agent.
Fair Market Value means the price at which a willing buyer would purchase the
investment from a willing seller in a bona fide, arm's length transaction, except for
specified investments as described in Treasury Regulation § 1.148-5(d)6), including
United States Treasury obligations, certificates of deposit, guaranteed investment
contracts, and investments for yield restricted defeasance escrows. Fair Market Value
is generally determined on the date on which a contract to purchase or sell an
investment becomes binding, and, to the extent required by the applicable regulations
underthe Code, the term "investment" shall include a hedge.
Federal Tax Certificate means the certificate executed by the City setting forth the
requirements of the Code for maintaining the tax exemption of interest on the Tax -
Exempt Bonds, and attachments thereto.
Finance Director means the duly appointed and acting Finance Director of the City
or the successor to such officer.
Government Obligations mean those obligations now or hereafter defined as such
in Chapter39.53 RCW.
Interest Rate means the fixed rate of interest for each series of Bonds as approved
by the Designated Representative and set forth in the applicable Bond and in th a Bon d
Purchase Contract.
Maturity Date means the date of final maturity for a series of Bonds, as set forth
therein.
Mayor or City Mayor means the elected Mayor of the City, or the successor to the
duties of that office.
Outstanding Bond Ordinances mean the 2011 Ordinance and the 2014
Ordinance.
Project means the capital project described in Section 2 of this ordinance.
Project Bond means the Limited Tax General Obligation Bond authorized to be
issued pursuantto this ordinance to pay all or a portion of the costs of the Project and to
pay costs of issuance for such Bond.
Project Fund means the accountcreated pursuantto Section 7 of this ordinance.
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Purchaser means any bank or other financial institution selected to purchase one
or more series of Bonds (or to accept delivery of one or more Bonds to evidence the
City's obligations under a Bond Purchase Contract), as selected by the Designated
Representative.
Refunded Bonds mean all or a portion of the Refunding Candidates as designated
by a Designated Representative for refunding pursuantto this ordinance.
Refunding Account means the account by that name established pursuant to
Section 7 of this ordinance.
Refunding Bond or Bonds means one or more series of Limited Tax General
Obligation Refunding Bonds authorized to be issued pursuant to this ordinance to
refund and defease one or more series of the Refunded Bonds and to pay costs of
issuance forsuch Bonds.
Refunding Candidates mean the 2011 Refunding Candidates and the 2014
Refunding Candidate.
Registered Owner means the person whose name the Bonds are registered to on
the Bond Register.
Rule means the Securities and Exchange Commission's Rule 15c2-12 under the
Securities ExchangeActof 1934, as the same may be amended from time to time.
State means the State of Washington.
Taxable Bonds mean any Bonds of a series determined to be issued on a taxable
basis pursuantto this ordinance.
Tax -Exempt Bonds mean any Bonds of a series determined to be issued on a tax-
exempt basis underthe Code pursuantto this ordinance.
2011 Bonds mean the City's Limited Tax General Obligation Refunding Bonds,
2011, issued pursuantto the 2011 Ordinance in the original aggregate principal amou nt
of $4,620,000 on December 28, 2011.
2011 Ordinance means Ordinance No. 2361 passed by the Council on December
5, 2011, authorizing the issuance of the 2011 Bonds.
2011 Refunding Candidates mean the outstanding 2011 Bonds.
2014 Bond means the City's Limited Tax General Obligation Bond, 2014 (Taxable),
issued pursuant to the 2014 Ordinance in the original aggregate principal amount of
$3,850,000 on December 16, 2014.
2014 Ordinance means Ordinance No. 2465 passed by the Council on December
1, 2014, as amended by Ordinance No. 2472 passed by the Council on March 16, 2015,
authorizing the issuance of the 2014 Bond.
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2014 Refunding Candidate means the outstanding 2014 Bond.
Section 2. Authorization of the Project; Findings; Authorization of the Bonds.
(a) Authorization of the Project. The Project Bond is being issued to finance and/or
reimburse the City for costs of acquiring, improving, developing and equipping certain
capital improvements to the City's public works facilities (the "Project") and paying costs
of issuance for the Project Bond. The cost of all necessary and other costs incurred in
connection with the Project shall be paid from other City funds legally available forsuch
purposes.
(b) Refunding Findings. The City has established financial policies which provide,
as a general rule, that the City may issue refunding bonds to refund outstanding debt
when, among other reasons, such refunding results in net present value savings. The
Council hereby finds it is in the best interest of the City and its taxpayers that it issue
one or more series of limited tax general obligation refunding bonds to refund the
Refunded Bonds for aggregate net present value debt service savings.
(c) Authorization of Bonds. For the purpose of paying and/or reimbursing the City
for costs of the Project, defeasing and refunding the Refunded Bonds, and paying costs
of issuance, the City is hereby authorized to issue and sell one or more series of limited
tax general obligation and refunding bonds in the aggregate principal amount not to
exceed $7,200,000 (the `Bonds"). The Bonds authorized herein may be issued from
time to time, on a single date or on multiple dates, in one or more series, as Tax -
Exempt or Taxable Bonds, pursuant to the authorization set forth in this ordinance,
subjectto the conditions set forth in Section 10 hereof.
The Bonds shall be general obligations of the City and shall be designated "City of
Tukwila, Washington, Limited Tax General Obligation and Refunding Bonds, 2021" or
other such designation as set forth in the Bonds and approved by the Designated
Representative. Each Bond shall be dated as of its date of delivery to the applicable
Purchaser, shall be fully registered as to both principal and interest, shall be in one
denomination, and shall mature on the applicable Maturity Date. Each Bond shall bear
interest from its dated date or the most recent date to which interest has been paid at
the applicable Interest Rate. Interest on the principal amount of the Bonds shall be
calculated per annum on a 30/360 basis, oras otherwise provided in the Bonds and in
the Bond Purchase Contract. Principal of and interest on each Bond shall be payable at
the times and in the amounts as set forth in the applicable Bond Purchase Contractand
in the paymentschedule attached to such Bond.
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Section 3. Registration, Exchange and Payments.
(a) Registrar/Bond Registrar. The Finance Director or the fiscal agent of the State
shall act as Bond Registrar for the Bonds. The Bond Registrar is authorized, on behalf
of the City, to authenticate and deliver the Bonds if transferred or exchanged in
accordance with the provisions of the Bonds and this ordinance and to cant' out all of
the Bond Registrar's powers and duties underthis ordinance.
(b) Registered Ownership. The City and the Bond Registrar may deem and treat
the Registered Owner of the Bonds as the absolute ownerfor all purposes, and neither
the City northe Bond Registrar shall be affected by any notice to the contrary. Payment
of the Bonds shall be made only as described in subsection (d) below. All such
payments made as described in subsection (d) below shall be valid and shall satisfy th e
liability of the City upon the Bonds to the extent of the amountso paid.
(c) Transfer or Exchange of Registered Ownership. The Bonds shall not be
transferrable withoutthe consentof the City except as provided in the Bonds and/or the
Bond Purchase Contract.
(d) Place and Medium of Payment. Both principal of and interest on the Bonds
shall be payable in lawful money of the United States of America. Principal and interest
on the Bonds shall be payable by check, warrant, ACH transfer or by other means
mutually acceptable to the Purchaser and the City. Upon final payment of principal and
interest of the Bonds, the Registered Owner shall surrender the Bonds for cancellation
at the office of the Bond Registrar in accordance with this ordinance.
(e) Additional Provisions. The Bonds will not be registered with The Depository
Trust Company, New York, New York, or any other securities depository. No official
statement, prospectus, offering circular or other offering statement containing material
information with respectto the City or the Bondswill be provided in connection with the
issuance of the Bonds, the Bondswill be unrated, and the Bondswill notbe assigned a
CUSIP number.
Section 4. Right of Prepayment. The City may prepay the Bonds asset forth in
the applicable Bond Purchase Contract. If any Bond is prepaid in full, interest shall
cease to accrue on the date such prepayment occurs.
Section 5. Form of Bonds. The Bonds shall be in substantially the form setforth
in ExhibitA, which is incorporated herein bythis reference.
Section 6. Execution of Bonds. The Bonds shall be executed on behalf of the
City with the manual or facsimile signature of the Mayor, and shall be attested by the
manual or facsimile signature of the Clerk. Only such Bonds as shall bear thereon a
Certificate of Authentication in theform set forth in ExhibitA, manually executed by the
Bond Registrar, shall be valid or obligatory for any purpose or entitled to the benefits of
this ordinance. Such Certificate of Authentication shall be conclusive evidence that the
Bond so authenticated has been duly executed, authenticated and delivered hereunder
and is entitled to the benefits of this ordinance.
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In case either of the officers who shall have executed any Bond shall cease to be
an officer or officers of the City before such Bond so signed shall have been
authenticated or delivered by the Bond Registrar, or issued by the City, such Bond may
nevertheless be authenticated, delivered and issued and upon such authentication,
delivery and issuance, shall be as binding upon the City as though those who signed
the same had continued to be such officers of the City. Any Bond may also be signed
and attested on behalf of the City by such persons who at the date of the actual
execution of such Bond, are the proper officers of the City, although atthe original date
of such Bond any such person shall not have been such officerof the City.
Section 7. Application of Bond Proceeds. Proceeds of the Bonds shall be
distributed as follows:
(a) Project Fund. Net proceeds of the Project Bond shall be deposited in the
Project Fund which is hereby authorized to be created, and used to pay costs of the
Project and payment of costs of issuance of such Project Bond as set forth in the
closing memorandum for such Project Bond.
The Finance Directorshall investmoneyin the Project Fund in such obligations as
may now or hereafter be permitted by law to cities of the State and which will mature
prior to the date on which such money shall be needed, but only to the extent that the
same are acquired, valued and disposed of at Fair Market Value. Upon completion of
the Project, any remaining Project Bond proceeds (including interest earnings thereon)
may be used for other capital projects of the City or shall be transferred to the Debt
Service Fund forthe Project Bond.
(b) Refunding Plan. For the purpose of realizing a debt service savings, the City
proposes to refund and/or defease the Refunded Bonds as set forth herein. If the
Designated Representative determines that it is in the best interest of the City to
proceed with the refunding authorized herein, the Designated Representative shall
designate all or a portion of the Refunding Candidates as Refunded Bonds and such
designation shall beset forth in a Bond Purchase Contractor certificate of the City. The
Designated Representative is hereby authorized to select the Refunded Bonds from the
Refunding Candidates, to establish the Call Date for each series of the Refunded
Bonds, to provide or cause to be provided notice of redemption of the Refunded Bonds
in accordance with the applicable provisions of the Outstanding Bond Ordinances
authorizing the issuance of the Refunded Bonds, and to take any action as determined
to be necessaryand in the best interest of the City to refund the Refunded Bonds.
Net proceeds of any Refunding Bond shall either be remitted to the City or
deposited with the Escrow Agent pursuantto the Escrow Agreement, and shall be used
immediately upon receipt thereof to defease and/or refund the Refunded Bonds as
authorized by the applicable Outstanding Bond Ordinances and to pay costs of
issuance of such Refunding Bond as set forth in the closing memorandum for such
Refunding Bond.
Any Refunding Bond proceeds and any other available funds of the City, if any,
deposited with the Escrow Agent shall be used to defease the applicable series of
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Refunded Bonds and discharge the obligation thereon by either being held uninvested
as cash or by the purchase of Acquired Obligations bearing such interest and maturing
as to principal and interest in such amounts and at such times which, together with any
necessary beginning cash balance, will provide for the payment of interest on such
Refunded Bonds on the Call Date and the redemption price of such Refunded Bonds on
the Call Date. Such Acquired Obligations, if any, shall be purchased at a yield not
greater than the yield permitted by the Code and regulations relating to acquired
obligations in connection with refunding the bond issues.
(c) Escrow Agent; Escrow Agreement. U.S. Bank National Association is hereby
appointed as Escrow Agent. The proceeds of any Refunding Bonds remaining after
acquisition of the Acquired Obligations, if any, and provision for the necessary
beginning cash balance shall be used to pay expenses of the acquisition and
safekeeping of the Acquired Obligations and costs of issuance of such Refunding
Bonds and the administrative costs of the refunding. In orderto carry outthe purposes
of this section, the Designated Representative is authorized and directed to execute and
deliver the Escrow Agreement to the Escrow Agent.
(d) Call for Redemption of the Refunded Bonds. If the Designated Representative
determines to proceed with the refunding of the Refunded Bonds, the City hereby
agrees to set aside available funds of the City and sufficient funds out of proceeds of
the Refunding Bonds, including from the purchase of the Acquired Obligations, if any, to
make payments described above. The City authorizes the Designated Representative
to call the Refunded Bonds for redemption in accordance with the provisions of the
Outstanding Bond Ordinances. Said defeasance and call for redemption of the
Refunded Bonds shall be irrevocable after the issuance of the Refunding Bonds. The
Escrow Agentis hereby authorized to carry outthe terms of the Escrow Agenton behalf
of the City, including the giving of notice of defeasance and/or redemption of the
Refunded Bonds in accordancewith the applicable provisions of the Outstanding Bond
Ordinances.
Section 8. Tax Covenants. The City will take all actions necessary to assure the
exclusion of interest on the Tax -Exempt Bonds from the gross income of the owners of
the Tax -Exempt Bonds to the same extent as such interest is permitted to be excluded
from gross income under the Code as in effect on the date of issuance of the Tax -
Exempt Bonds, including butnotlimited to thefollowing:
(a) Private Activity Bond Limitation. The City will assure that the proceeds of the
Tax -Exempt Bonds are not so used as to cause the Tax -Exempt Bonds to satisfy the
private business tests of Section 141(b) of the Code or the private loan financing test of
Section 141(c) of the Code.
(b) Limitations on Disposition of Projects. The City will not sell or otherwise
transfer or dispose of (i) any personal property components of the projects financed
and/or refinanced with proceeds of the Tax -Exempt Bonds other than in the ordinary
course of an established government program under Treasury Regulation § 1.141-
2(d)(4); or (ii) any real property components of the projects, unless it has received an
opinion of Bond Counsel to the effect that such disposition will not adversely affect the
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treatment of interest on the Tax -Exempt Bonds as excludable from gross income for
federal income tax purposes.
(c) Federal Guarantee Prohibition. The City will not take any action or permit or
suffer any action to be taken if the result of such action would be to cause the Tax -
Exempt Bonds to be "federally guaranteed" within the meaning of Section 149(b) of the
Code.
(d) Rebate Requirement. The City will take any and all actions necessary to
assure compliance with Section 148(f) of the Code, relating to the rebate of excess
investment earnings, if any, to the federal government, to the extent that such section is
applicable to the Tax -Exempt Bonds.
(e) No Arbitrage. The City will not take, or permit or suffer to be taken, any action
with respect to the proceeds of the Tax -Exempt Bonds which, if such action had been
reasonably expected to have been taken, or had been deliberately and intentionally
taken, on the date of issuance of the Tax -Exempt Bonds would have caused the Tax -
Exempt Bonds to be an "arbitrage bond" within the meaning of Section 148 of the Code.
(f) Registration Covenant. The City will maintain a system for recording the
ownership of the Tax -Exempt Bonds that complies with the provisions of Section 149 of
the Code until the Tax -Exempt Bonds have been surrendered and canceled.
(g) Record Retention. The City will retain its records of all accounting and
monitoring it carries out with respect to the Tax -Exempt Bonds for at least three years
after the Tax -Exempt Bonds mature or are redeemed (whichever is earlier); however, if
the Tax -Exempt Bonds are redeemed and refunded, the City will retain its records of
accounting and monitoring at least three years after the earlier of the maturity or
redemption of the obligations thatrefunded the Tax -Exempt Bonds.
(h) Compliance with Federal Tax Certificate. The City will comply with the
provisions of any Federal Tax Certificate with respect to the Tax -Exempt Bonds. In the
event of any conflict between this section and the Tax Certificate, the provisions of the
Tax Certificate will prevail.
(i) Bank Qualification. In the Federal Tax Certificate executed in connection with
the issuance of each series of Tax -Exempt Bonds, the City may designate such Bonds
as "qualified tax-exempt obligations" under Section 265(b)(3) of the Code for investment
by financial institutions.
The covenants of this Section 8 will survive payment in full or defeasance of the Tax -
Exempt Bonds.
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Section 9. Pledge of Funds and Credit; General Obligation. The City hereby
authorizes the creation of a fund or accountto be used forthe paymentof debtservice
on each series of Bonds (the "Debt Service Fund"). No later than the date each
payment of principal of or interest on the Bonds becomes due, the City shall transmit
sufficient funds, from the Debt Service Fund or from other legally available sources, to
the Registered Owner for the payment of such principal or interest. Money in the Debt
Service Fund maybe invested in legal investments for City funds.
The City hereby irrevocably covenants and agrees for as long as any Bonds are
outstanding and unpaid that each year it will include in its budget and levy an ad
valorem tax upon all the property within the City subject to taxation in an amount that
will be sufficient, together with other revenues and money of the City legally available
for such purposes, to pay the principal of and interest on the Bonds when due.
The City hereby irrevocably pledges that the annual tax provided for herein to be
levied for the payment of such principal and interest shall be within and as a part of the
tax levy permitted to cities without a vote of the people, and that a sufficient portion of
each annual levy to be levied and collected by the City prior to the full payment of the
principal of and interest on the Bonds will be and is hereby irrevocably set aside,
pledged and appropriated for the payment of the principal of and interest on the Bonds.
The full faith, credit and resources of the City are hereby irrevocably pledged for the
annual levy and collection of said taxes and for the prompt payment of the principal of
and interest on the Bonds when due.
Section 10. Sale of the Bonds. The Council has determined it would be in the
best interest of the City to delegate to the Designated Representative for a limited time
the authority to approve the final terms of each series of Bonds subject to the provisions
of this ordinance. The Designated Representative has solicited proposals from bond
purchasers and is hereby authorized to select a Purchaser for each series of Bonds that
submits the proposal for such series that is in the best interest of the City. Each Bond
issued under this ordinance shall be sold to the selected Purchaser pursuant to the
terms of the Bond Purchase Contractforsuch Bond.
Subject to the terms and conditions set forth in this Section 10, the Designated
Representative is hereby authorized to approve the issuance, from time to time on a
single date or on multiple dates to be determined to be in the best interest of the City, of
one or more series of Bonds; to designate each series of Bonds as Tax -Exempt Bonds
or Taxable Bonds; to select the Refunded Bonds from the Refunding Candidates; to
select one or more Call Dates for the Refunded Bonds, to select one or more
Purchasers; to approve the dated date, principal payment dates, interest payment
dates, redemption/prepayment provisions, the Maturity Date, and the Interest Rate for
each Bond; to agree to any additional terms and covenants that are in the best interest
of the City and consistent with this ordinance; and to execute the sale of each Bond
issued hereunderto the applicable Purchaser, provided that:
(a) the aggregate principal (face) amount of all Bonds issued from time to time
underthis ordinance does notexceed $7,200,000,
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(b) the Maturity Date for each series of Bonds issued under this ordinance is no
later than December 1, 2034,
(c) the aggregate purchase price for each series of Bonds shall not be less than
98% of the aggregate stated principal amount of such series of Bonds, excluding any
original issue discount,
(d) the true interest cost for all Tax -Exempt Bonds (in the aggregate) does not
exceed 2.50%,
(e) the true interest cost for all Taxable Bonds (in the aggregate) does not exceed
3.00°/x, and
(f) any Refunding Bond is sold for a price that results in a minimum aggregate net
present value debt service savings over the Refunded Bonds to be refunded by such
Refunding Bonds of at least 0.50%.
Subject to the terms and conditions set forth in this section, the Designated
Representative is hereby authorized to execute the one or more Bond Purchase
Contracts for the sale of the Bonds. Following the sale of a series of Bonds, the
Designated Representative shall provide a report to Council describing the sale and
final terms of such Bonds approved pursuant to the authority delegated in this section.
The authority granted to the Designated Representative by this Section 10 shall expire
on December 31, 2021.
Upon passage and approval of this ordinance, the proper officials of the City
including the Designated Representative, the Mayor, the City Administrator and the City
Clerk are authorized and directed to undertake all action necessary for the prompt
execution and delivery of the Bonds to the Purchaser thereof and further to execute all
closing certificates, agreements, and documents required to effect the closing and
delivery of the Bonds in accordance with the terms of the Bond Purchase Contract.
Section 11. Ongoing Disclosure; Covenants. The Bonds are exempt from
ongoing disclosure requirements of the Rule. The City may agree in a Bond Purchase
Contract to provide the Purchaser of a series of Bonds certain financial or other
information and agree to such covenants as determined to be necessary by the
Designated Representative.
Section 12. Lost, Stolen or Destroyed Bonds. In case any Bond shall be lost,
stolen or destroyed while in the Registered Owner's possession, the Bond Registrar
may at the request of the Registered Owner execute and deliver a new Bond of like
date, number and tenor to the Registered Owner thereof upon the Registered Owner's
paying the expenses and charges of the City and the Bond Registrar in connection
therewith and upon its filing with the City written certification that such Bond was
actually lost, stolen or destroyed and of its ownership thereof. In the case any Bond
shall be lost, stolen, or destroyed while in the Registered Owner's possession, the
Registered Owner may elect upon final payment of principal and interest of such Bond
to surrendera photocopyof the Bond forcancellation attheofficeof the Bond Registrar
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together with written certification that such Bond was actually lost, stolen or destroyed
and of its ownership thereof.
Section 13. Severability; Ratification. If any one or more of the covenants or
agreements provided in this ordinance to be performed on the part of the City shall be
declared by any court of competent jurisdiction to be contrary to law, then such
covenant or covenants, agreement or agreements, shall be null and void and shall be
deemed separable from the remaining covenants and agreements of this ordinance and
shall in no way affect the validity of the other provisions of this ordinance or of the
Bonds. All acts taken pursuantto the authority granted in this ordinance but prior to its
effective date are hereby ratified and confirmed.
Section 14. Corrections by Clerk. Upon approval of the City Attorney and Bond
Counsel, the City Clerk is hereby authorized to make necessary corrections to this
ordinance, including but not limited to the correction of clerical errors; references to
other local, state or federal laws, codes, rules, or regulations, ordinance numbering and
section/subsection numbering; and other similar necessary corrections.
Section 15. Effective Date. This ordinance or a summary thereof shall be
published in the official newspaper of the City, and shall take effect and be in full force
five days after passage and publication as provided by law.
PASSED BY THE. CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON, at
Attachment: ExhibltA — Form of Bond; Certificate of Authentication and Registration
CCALegisbtive Devebpment\LTGO-Refunding Bond 2020—Mfacilities 4-20-21
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NO. R-1
Exhibit A
Form of Bond
[TRANSFER RESTRICTIONS]
UNITED STATES OF AMERICA
STATE OF WASHINGTON
CITY OF TUKWILA
R
LIMITED TAX GENERAL OBLIGATION [AND] [REFUNDING] BOND, 2021
[(TAXABLE)]
INTEREST RATE:
MATURITY DATE:
REGISTERED OWNER:
PRINCIPAL AMOUNT:
The City of Tukwila, Washington, a municipal corporation organized and existing
under and by virtue of the laws of the State of Washington (the "City"), hereby
acknowledges itself to owe and for value received promises to pay to the Registered
Owner identified above, on or before the Maturity Date identified above, the Principal
Amount identified above and to pay interest thereon from the date of delivery, or the
most recent date to which interest has been paid or duly provided for, at the Interest
Rate set forth above (the "Interest Rate"). Interest on this bond shall accrue from its
dated date until paid and shall be computed per annum on the principal amount
outstanding on a 30/360 basis. Principal of and accrued interest on this bond shall be
payable on the dates set forth in the payment scheduled attached hereto.
Both principal of and interest on this bond shall be payable in lawful money of th e
United States of America. Principal and intereston this bond shall be payable by check
or warrant or by othermeans mutually acceptable to the Registered Owner and the City.
Upon final payment of principal and interest of this bond, the Registered Owner shall
surrender this bond for cancellation at the office of the Bond Registrar in accordance
with Ordinance No. of the City (the "Bond Ordinance").
This bond is issued pursuant to the Bond Ordinance to provide funds [to finance
and/or reimburse the City for costs of acquiring, improving, developing and equipping
certain capital improvements to the City's public works facilities] [to refund certain
outstanding general obligations bonds of the City] and to pay costs of issuance.
Capitalized terms used in this bond have the meanings given such terms in the Bond
Ordinance.
[Prepayment provisions]
This bond [has/has not] been designated by the City as a "qualified tax-exempt
obligation" within the meaning of Section 265(b) of the Internal Revenue Code of 1986,
as amended.
A-1
The City has in the Bond Ordinance authorized the creation of a fund to be used for
the payment of debt service on this bond, designated as the Debt Service Fund. The
Debt Service Fund shall be drawn upon for the sole purpose of paying the principal of
and interest on this bond.
The City hereby irrevocably covenants and agrees with the ownerof this bond that
itwill include in its annual budgetand levytaxes annually,within and asa part of the tax
levy permitted to the City without a vote of the electorate, upon all the property subject
to taxation in amounts sufficient, togetherwith other money legally available therefor, to
pay the principal of and interest on this bond as the same shall become due. The full
faith, credit and resources of the City are hereby irrevocably pledged for the annual levy
and collection of such taxes and the prompt payment of such principal and interest.
Owners of this bond do not have a security interest in particular revenues or assets
of the City. This bond is not a debt or indebtedness of the State of Washington, or any
political subdivision thereof otherthan the City.
This bond shall not be valid or become obligatory for any purpose or be entitled to
anysecurity or benefitunderthe Bond Ordinance until the Certificate of Authentication
hereon shall have been manually signed by or on behalf of the Bond Registrar or its
duly designated agent.
This bond is issued pursuant to the Constitution and laws of the State of
Washington, and duly adopted ordinances of the City. This bond is transferable upon
compliance with the conditions setforth in the Bond Ordinance.
It is hereby certified that all acts, conditions and things required by the Constitution
and statutes of the State of Washington to exist, to have happened, been done and
performed precedent to and in the issuance of this bond exist, have happened, been
done and performed and that the issuance of this bond does not violate any
constitutional, statutory or other limitation upon the amountof bonded indebtedness that
the City may incur.
IN WITNESS WHEREOF, the City of Tukwila, Washington, has caused this bond to
be executed by the manual or facsimile signature of the Mayor of the City of Tukwila
and attested by the manual or facsimile signature of the City Clerk, as of this
day of , 2021.
[SEAL]
CITY OF TUKWILA, WASHINGTON
ATTEST:
Christy O'Flaherty, MMC, City Clerk
A-2
Allan Ekberg, Mayor
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This bond is the City of Tukwila, Limited Tax General Obligation and Refunding
Bond, 2021 [(Taxable)] described in the within mentioned Bond Ordinance and is
registered in the name of the Registered Owner on the books of the City, in the office of
the City Finance Director (the "Bond Registrar'), as to both principal and interest, as
noted in the registration blank below. All payments of principal of and interest on this
bond shall be made by the City to the Registered Ownerfrom the Debt Service Fund.]
Date of Name and Address of Signature of
Registration Registered Owner Bond Registrar
, 2021
A-3
Finance Director
City of Tukwila Public Notice of Ordinance Adoption for Ordinance 2654.
On May 17, 2021 the City Council of the City of Tukwila, Washington , adopted the
following ordinance, the main points of which are summarized by title as follows:
Ordinance 2654: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TUKWILA, WASHINGTON, AUTHORIZING THE ISSUANCE AND SALE OF ONE OR
MORE SERIES OF LIMITED TAX GENERAL OBLIGATION AND REFUNDING BONDS
OF THE CITY IN THE AGGREGATE PRINCIPAL AMOUNT OF NOT TO EXCEED
$7,200,000 TO FINANCE AND/OR REIMBURSE COSTS RELATED TO CAPITAL
IMPROVEMENTS TO THE CITY'S PUBLIC WORKS FACILITIES, TO REFUND
CERTAIN OUTSTANDING LIMITED TAX GENERAL OBLIGATION BONDS OF THE
CITY, AND TO PAY THE COST OF ISSUING THE BONDS; PROVIDING THE FORM,
TERMS AND COVENANTS OF THE BONDS; DELEGATING THE AUTHORITY TO
APPROVE THE SALE OF THE BONDS; PROVIDING FOR OTHER MATTERS
RELATING THERETO; PROVIDING FOR SEVERABILITY; AND ESTABLISHING AN
EFFECTIVE DATE.
The full text of this ordinance will be provided upon request.
Christy O'Flaherty, MMC, City Clerk
Published Seattle Times: May 20, 2021
0
PACIFICA
LAW GROUP
June 8, 2021
City of Tukwila
Tukwila, Washington
Capital One Public Funding, LLC
Melville, New York
Re: City of Tukwila, Washington
Limited Tax General Obligation Bond, 2021A - $2,867,300
Ladies and Gentlemen:
T 206.245.1700
1191 2nd Avenue, Suite 2000
Seattle, WA 98101-3404
pacificalawgroup.com
We have acted as bond counsel to the City of Tukwila, Washington (the "City"), and
have examined a certified transcript of the proceedings taken in the matter of the issuance by the
City of its Limited Tax General Obligation Bond, 2021A (the "2021A Bond"), dated as of the
date hereof, in the aggregate principal amount of $2,867,300, issued pursuant to Ordinance
No. 2654 (the "Bond Ordinance") of the City to acquire, improve, develop and equip certain
capital improvements to the City's public works facilities and to pay the costs for issuance of the
Bond. Capitalized terms not otherwise defined herein shall have the meanings given such terms
in the Bond Ordinance.
The 2021A Bond may be prepaid prior to maturity as provided in the Loan Commitment
(the "Loan Commitment") between the City and Capital One Public Funding, LLC, as lender
(the "Lender"). Simultaneously with the issuance of the 2021A Bond, the City is issuing its
Limited Tax General Obligation Refunding Bond, 2021B (Taxable), and Limited Tax General
Obligation Refunding Bond, 2021C (Taxable) pursuant to the terms of the Bond Ordinance and
the Loan Commitment.
Regarding questions of fact material to our opinion, we have relied on representations of
the City in the Bond Ordinance and in the certified proceedings and on other certifications of
public officials and others furnished to us without undertaking to verify the same by independent
investigation.
Based on the foregoing, we are of the opinion that, under existing law:
1. The 2021A Bond has been legally issued and constitutes a valid and binding
general obligation of the City, except to the extent that the enforcement of the rights and
remedies of the holders and owners of the Bond may be limited by laws relating to bankruptcy,
insolvency, moratorium, reorganization or other similar laws of general application affecting the
City of Tukwila
Capital One Public Funding, LLC
June 8, 2021
Page 2
rights of creditors, by the application of equitable principles and the exercise of judicial
discretion.
2. The Bond Ordinance is a legal, valid and binding obligation of the City, has been
duly authorized, executed and delivered and is enforceable in accordance with its terms, except
to the extent that enforcement may be limited by laws relating to bankruptcy, insolvency,
moratorium, reorganization or other similar laws of general application affecting the rights of
creditors, by the application of equitable principles and the exercise of judicial discretion.
3. Both principal of and interest on the 2021A Bond are payable out of annual levies
of ad valorem taxes to be made upon all of the taxable property within the City permitted to be
levied without a vote of the electorate in the amounts which, together with other available funds,
will be sufficient to pay such principal and interest as the same shall become due.
4. Interest on the 2021A Bond is excludable from gross income for federal income
tax purposes and is not an item of tax preference for purposes of the federal alternative minimum
tax imposed on individuals. The opinion set forth in the preceding sentence is subject to the
condition that the City must comply with all requirements of the Code that must be satisfied
subsequent to the issuance of the 2021A Bond in order that the interest thereon be, and continue
to be, excludable from gross income for federal income tax purposes. The City has covenanted
to comply with all applicable requirements. Failure to comply with certain of such covenants
may cause interest on the 2021A Bond to be included in gross income for federal income tax
purposes retroactively to the date of issuance of the 2021A Bond.
Except as expressly stated above, we express no opinion regarding any tax consequences
related to the ownership, sale or disposition of the 2021A Bond, or the amount, accrual or receipt
of interest on, the 2021A Bond. The owner of the 2021A Bond should consult their tax advisors
regarding the applicability of any collateral tax consequences of owning the 2021A Bond.
This opinion is given as of the date hereof, and we assume no obligation to update, revise
or supplement this opinion to reflect any facts or circumstances that may hereafter come to our
attention or any changes in law that may hereafter occur.
This opinion is solely for your benefit and may not be relied upon by, nor copies
delivered to, any other person (other than as successors and assigns of the Lender as subsequent
registered owners of the 2021A Bond) without our prior written consent.
Very truly yours,
PACIFICA LAW GROUP LLP
Cep LLP
0
PACIFICA
LAW GROUP
June 8, 2021
City of Tukwila
Tukwila, Washington
Capital One Public Funding, LLC
Melville, New York
T 206.245.1700
1191 2nd Avenue, Suite 2000
Seattle, WA 98101-3404
pacificalawgroup.com
Re: City of Tukwila, Washington
Limited Tax General Obligation Refunding Bond, 2021B (Taxable) - $2,780,900
Limited Tax General Obligation Refunding Bond, 2021C (Taxable) - $1,072,300
Ladies and Gentlemen:
We have acted as bond counsel to the City of Tukwila, Washington (the "City"), and
have examined a certified transcript of the proceedings taken in the matter of the issuance by the
City of its $2,780,900 Limited Tax General Obligation Refunding Bond, 2021B (Taxable)
(the "2021B Bond"), and its $1,072,300 Limited Tax General Obligation Refunding Bond,
2021 C (Taxable) (the "2021 C Bond" and together with the 2021 B Bond, the "Bonds"), dated as
of the date hereof, issued pursuant to Ordinance No. 2654 (the "Bond Ordinance") of the City to
refund certain outstanding limited tax general obligations of the City and to pay the costs for
issuance of the Bonds. Capitalized terms not otherwise defined herein shall have the meanings
given such terms in the Bond Ordinance.
The 2021B Bond may be prepaid prior to maturity as provided in the Loan Commitment
(the "Loan Commitment") between the City and Capital One Public Funding, LLC, as lender
(the "Lender"). The 2021C Bond is not subject to prepayment prior to maturity. Simultaneously
with the issuance of the Bonds, the City is issuing its Limited Tax General Obligation Bond,
2021A pursuant to the terms of the Bond Ordinance and the Loan Commitment.
Regarding questions of fact material to our opinion, we have relied on representations of
the City in the Bond Ordinance and in the certified proceedings and on other certifications of
public officials and others furnished to us without undertaking to verify the same by independent
investigation.
Based on the foregoing, we are of the opinion that, under existing law:
1. The Bonds have been legally issued and constitute valid and binding general
obligations of the City, except to the extent that the enforcement of the rights and remedies of the
holders and owners of the Bonds may be limited by laws relating to bankruptcy, insolvency,
City of Tukwila
Capital One Public Funding, LLC
June 8, 2021
Page 2
moratorium, reorganization or other similar laws of general application affecting the rights of
creditors, by the application of equitable principles and the exercise of judicial discretion.
2. The Bond Ordinance is a legal, valid and binding obligation of the City, has been
duly authorized, executed and delivered and is enforceable in accordance with its terms, except
to the extent that enforcement may be limited by laws relating to bankruptcy, insolvency,
moratorium, reorganization or other similar laws of general application affecting the rights of
creditors, by the application of equitable principles and the exercise of judicial discretion.
3. Both principal of and interest on the Bonds are payable out of annual levies of ad
valorem taxes to be made upon all of the taxable property within the City permitted to be levied
without a vote of the electorate in the amounts which, together with other available funds, will be
sufficient to pay such principal and interest as the same shall become due.
4. Interest on the Bonds is not intended to be exempt from federal income taxes.
Except as expressly stated above, we express no opinion regarding any tax consequences
related to the ownership, sale or disposition of the Bonds, or the amount, accrual or receipt of
interest on, the Bonds. The owner of the Bonds should consult their tax advisors regarding the
applicability of any collateral tax consequences of owning the Bonds.
This opinion is given as of the date hereof, and we assume no obligation to update, revise
or supplement this opinion to reflect any facts or circumstances that may hereafter come to our
attention or any changes in law that may hereafter occur.
This opinion is solely for your benefit and may not be relied upon by, nor copies
delivered to, any other person (other than as successors and assigns of the Lender as subsequent
registered owners of the Bonds) without our prior written consent.
Very truly yours,
PACIFICA LAW GROUP LLP
CMp uW