HomeMy WebLinkAbout08-129 - US Bank - 1999 Bonds Refund CERTIFICATE OF GENERAL OBLIGATION DEBT OUTSTANDING
I, Shawn Hunstock, as the Finance Director of the City of Tukwila, Washington (the
"City HEREBY CERTIFY that the outstanding general obligation debt of the City, as of
December 1, 2008, is as follows:
(1) Nonvoted Debt:
(a) The nonvoted debt of the City (including, but not limited to, nonvoted
general obligation bonds, long -term leases and other contracts) is
$14,333,000
(b) Cash and investment balances in the City's nonvoted debt service funds
total $1,874,995.
(2) Voted Debt:
(a) The voted debt of the City is -0
(b) Cash and investment balances in the City's voted debt service funds total
-0
I further certify that the City has not incurred additional nonvoted or voted debt in an
amount in excess of $6,180,000 since December 1, 2008.
DATED as of December 16, 2008.
CITY OF TUKWILA, WASHINGTON
;1'11x4
Shawn Hunstock
Finance Director
*excludes $6,260,000 par value of refunded Limited Tax General Obligation Bonds, 1999
50954830.1
RECEIPT FOR PAYMENT
The CITY OF TUKWILA, WASHINGTON, acknowledges receipt from Seattle
Northwest Securities Corporation this day of $1,373.95 in full payment for the City's $6,180,000
par value Limited Tax General Obligation Refunding Bonds, 2008, which settlement amount was
computed as follows:
50954830.1
Par value of Bonds $6,180,000.00
Plus: Original issue premium 483,599.15
Less: Underwriter's discount (54,075.00)
(P)OS Printing and Mailing held by Underwriter (750.00)
Amount wired to Assured Guaranty Corp. (18,406.30)
Amount wired to U.S. Bank National
Association, Refunding Trustee (6,565,848.90)
Amount wired to Foster Pepper PLLC, Bond
Counsel (23,145.00)
TOTAL SETTLEMENT AMOUNT 1,373.95
DATED: December 16, 2008
CITY OF TUKWILA, WASHINGTON
A -komi?-4i.ilv
Shawn Hunstock, Finance Director
STATE OF WASHINGTON
COUNTY OF KING
50954830.1
SIGNATURE IDENTIFICATION CERTIFICATE
I, CHRISTY O'FLAHERTY, certify that I am the City Clerk of the City of Tukwila,
Washington (the "City and have been at all times since April 1, 2008, and that JIM
HAGGERTON is the Mayor of the City and has been at all times since January, 2008.
I further certify that the $6,180,000 par value Limited Tax General Obligation Refunding
Bonds, 2008, of the City dated December 16, 2008, bear my facsimile signature as City Clerk of
the City and the facsimile signature of JIM HAGGERTON as Mayor of the City.
SUBSCRIBED AND SWORN TO before me this j day of December, 2008.
ss.
CITY OF TUKWILA, WASHING ON
Christy O'F1a$hty, City Clerk
Meer I ss a_
Sinature of Notary)
(Legibly Print or Stamp Name of Notary)
Notary public in and for the State of Washington,
residing at 1 1 u1C1.A.) u(a)
My appointment expires t 1 1 't 1, a
CLOSING CERTIFICATE
I, JIM HAGGERTON, certify that I am the duly elected and acting Mayor of the City of
Tukwila, Washington (the "City authorized to execute and deliver this certificate and further
certify on behalf of the City as follows:
1. This certificate is delivered in connection with the issuance of the $6,180,000 par
value Limited Tax General Obligation Refunding Bonds, 2008 (the "Bonds of the City.
2. Ordinance No. 2216 of the City (the "Bond Ordinance the ordinance authorizing
the issuance and sale of the Bonds, has not been modified or repealed.
3. The representations of the City contained in the Bond Purchase Agreement (the
"Purchase Agreement for the Bonds dated December 1, 2008, between the City and Seattle
Northwest Securities Corporation were true and correct in all material respects when made and are
true and correct as of this date. Capitalized terms used in this certificate but not defined herein shall
have the meanings set forth in the Purchase Agreement.
2. To my knowledge and belief, the Official Statement dated December 1, 2008 (the
"Official Statement relating to the Bonds, is accurate and complete, and neither the Official
Statement nor any information furnished by the City supplementary thereto contains any untrue
statement of a material fact or omits to state any material fact necessary to make the statements
therein, in light of the circumstances under which they were made, not misleading in any material
respect; provided, however, that no representation or warranty is made with respect to infoiniation in
the Official Statement relating to DTC, the book entry system, Assured Guaranty Corp. or Seattle
Northwest Securities Corporation. Since the date of the Official Statement and any such
supplementary information no event occurred which should have been set forth in an amendment or
supplement to the Official Statement that has not been set forth in such supplementary information.
3. No litigation or other proceedings are pending or, to my knowledge, threatened in any
court in any way (a) affecting the position or title of the authorized officers of the City; (b) seeking to
restrain or enjoin the authorization, issuance, sale or delivery of, or security for, any of the Bonds; (c)
contesting or affecting the validity or enforceability of the Bonds, the Bond Ordinance or the
Purchase Agreement; (d) contesting the completeness or accuracy of the Preliminary Official
Statement or the Official Statement; (e) contesting the powers of the City or its authority with respect
to the Bonds, the Bond Ordinance or the Purchase Agreement, or (0 materially affecting the finances
of the City. Neither the corporate existence or boundaries of the City nor the title of the present
officers to their respective offices is being contested; and no authority or proceeding for the issuance
of the Bonds has been repealed, revoked or rescinded.
50954830.1
DATED as of December 16, 2008.
CITY OF TUKWILA, WASHINGTON
Haggert grf yor
THIS AGREEMENT is made and entered into as of the 16th day of December, 2008, by
and between the CITY OF TUKWILA, WASHINGTON (the "City a municipal corporation,
and U.S. BANK NATIONAL ASSOCIATION of Seattle, Washington (the "Refunding
Trustee
WHEREAS, the City now has outstanding $6,260,000 par value of its Limited Tax
General Obligation Bonds, 1999, maturing on December 1 of each of the years 2010 through
2016, inclusive, and in 2019, and bearing interest at various rates ranging from 5.20% to 5.70%
(the "Refunded Bonds and
WHEREAS, pursuant to Ordinance No. 2216 of the City (the "Bond Ordinance the
City has determined that the Refunded Bonds be refunded out of the proceeds of the sale of its
Limited Tax General Obligation Refunding Bonds, 2008 (the "Bonds for the purpose of
realizing a debt service savings for the City; and
WHEREAS, the payment, through advance refunding of the Refunded Bonds will be
accomplished pursuant to this Refunding Trust Agreement (including Exhibit A attached hereto)
and the Bond Ordinance, which documents provide for and, for the purpose of Sections 103, 148,
and 149(d) of the Internal Revenue Code of 1986, as amended (the "Code are to be considered
as the Refunding Plan, by:
50952285.3
REFUNDING TRUST AGREEMENT
(a) The delivery by the City to the Refunding Trustee of the proceeds
of the Bonds;
(b) The purchase by the Refunding Trustee of the noncallable direct
obligations of the United States of America listed on Exhibit A attached hereto
and made a part hereof by this reference or substituted obligations purchased
pursuant to Section 2 of this Agreement (the "Acquired Obligations at or prior
to the date the Bonds are delivered to the original purchaser thereof and the City
receives full payment therefor (the "Date of Closing which Acquired
Obligations satisfy the requirements of the Verification described in paragraph
(c);
(c) The delivery to the City and the Refunding Trustee of a
verification (the "Verification by a nationally recognized independent certified
public accounting firm verifying the mathematical accuracy of the computations
(which computations shall be attached to that report) showing that the Acquired
Obligations to be purchased by the Refunding Trustee pursuant to the Bond
Ordinance and this Refunding Trust Agreement, together with the specified
beginning cash balance, if any, and the maturing principal of and interest on such
Acquired Obligations, will provide sufficient money (assuming that all principal
of and interest on the Acquired Obligations are paid on the due dates thereof and
and
assuming no reinvestment of such maturing principal and interest) to pay interest
on the Refunded Bonds when due up to and including December 1, 2009, and on
December 1, 2009, call, pay, and redeem all of the outstanding Refunded Bonds
at a price of par; and
(d) The receipt by the Refunding Trustee of the maturing installments
of principal of and interest on the Acquired Obligations; and
(e) The Refunding Trustee's payment to the fiscal agent of the State of
Washington of money sufficient to make the payments on the Refunded Bonds set
forth herein;
WHEREAS, upon the issuance of the Bonds to carry out the Refunding Plan under the
authority of chapter 39.53 RCW and other laws of the State of Washington (collectively, the
"Refunding Bond Act the principal amount of the Refunded Bonds no longer shall be
considered outstanding pursuant to the defeasance provisions of Ordinance No. 1884 that
authorized the issuance of the Refunded Bonds (the "Refunded Bond Ordinance and
WHEREAS, the City Council of the City has found that the refunding of the Refunded
Bonds, through the issuance of the Bonds, is beneficial and will realize a debt service savings to
the City and its taxpayers; and
WHEREAS, the City Council of the City, pursuant to the Bond Ordinance, has duly and
validly authorized the execution and delivery of this Refunding Trust Agreement, the delivery of
the proceeds of the Bonds to the Refunding Trustee, the purchase by the Refunding Trustee of
the Acquired Obligations and the carrying out of the Refunding Plan;
NOW, THEREFORE, in consideration of the mutual covenants hereinafter contained and
for the benefit of the City, the parties hereto agree as follows:
Section 1. Delivery of Money Refunding Trustee. On the Date of Closing, the
City shall cause to be delivered to the Refunding Trustee $6,565,848.90 of proceeds of the
Bonds.
Section 2. Investment and Expenditure of Money. On the Date of Closing, the
Refunding Trustee shall apply $6,553,897 to pay on behalf of the City the purchase and/or
subscription prices of the Acquired Obligations, from the sources, in the principal amounts, with
the dates of maturity and bearing the interest rates or yields set forth in Exhibit A, and $1.90 to
establish a beginning cash balance. Upon receipt thereof, the Refunding Trustee shall deliver to
the City copies of the documents evidencing the purchase of and payment for the Acquired
Obligations. Investments in mutual funds and unit investment trusts are prohibited.
50952285.3
-2-
On the Date of Closing, the Refunding Trustee shall pay the costs of issuance and sale of
the Bonds as set forth on the attached Exhibit B from the remaining Bond proceeds deposited
with the Refunding Trustee and not needed to refund the Refunded Bonds.
Section 3. Sufficiency of Acauired Obligations. Based upon the Verification, the City
represents that the Acquired Obligations and the maturing principal thereof and the interest
thereon, if paid when due, together with the beginning cash balance, shall be sufficient to make
when due the payments required by the Refunding Plan. Such amounts coming due are
sometimes referred to hereinafter as the "payments described in Section 3." The schedules of the
sources, amounts, maturities, and interest rates or yields of the Acquired Obligations and of the
Refunded Bonds that will fulfill the foregoing requirements are set forth in the Verification.
Section 4. Collection of Proceeds of Acauired Obligations and Application of Such
Proceeds and Money. The Refunding Trustee shall present for payment and shall collect and
receive on the due dates thereof the maturing installments of the principal of and the interest on
the Acquired Obligations and any Substitute Obligations (defined hereinafter). The Refunding
Trustee shall make payments, but only in the amounts received pursuant to this section, in a
timely manner to the Fiscal Agent of the State of Washington (the "Fiscal Agent of the
amounts to be paid on the Refunded Bonds as shown in the Verification. Those payments shall
be made by check, wire transfer, or such other method of transfer of funds as shall be agreed
upon by the Refunding Trustee and the Fiscal Agent.
Section 5. Notice of Defeasance/Notice of Redemption. The Refunding Trustee agrees
to give a notice of defeasance and a notice of redemption of the Refunded Bonds pursuant to the
terms of the Refunded Bonds, and in substantially the forms attached hereto as and as described
in Exhibits C and D, to the Fiscal Agent for distribution as described therein. The notice of
defeasance shall be given immediately following the execution of this Refunding Trust
Agreement, and the notice of redemption shall be given in accordance with the Refunded Bond
Ordinance. The cost of giving the notice shall be paid by the City.
Section 6. All Obligations and Money and Proceeds Thereof Held in Trust. The
Refunding Trustee irrevocably agrees to hold the Acquired Obligations, the Substitute
Obligations, if any, the principal thereof and interest thereon, and any other money it may
receive pursuant to this Refunding Trust Agreement and any reinvestments thereof made
pursuant to Sections 8 and 9 hereof, in trust and separate at all times from all other funds and
investments held by the Refunding Trustee, solely for the purpose of making the payments
described in Section 3. The City irrevocably conveys, transfers, and assigns to the Refunding
Trustee the Acquired Obligations, any Substitute Obligations, the principal thereof and the
interest thereon, and any other money and investments deposited with the Refunding Trustee
pursuant to this Refunding Trust Agreement, for the purpose of making such payments. The
Refunding Trustee shall not sell, transfer, assign, or hypothecate any Acquired Obligations,
reinvestments, or Substitute Obligations except pursuant to Sections 8, 9, 13 and 14 hereof.
Section 7. Reports. The Refunding Trustee shall submit a report to the City, at least
semiannually, which report shall set forth the cash, Acquired Obligations, and any Substitute
Obligations held hereunder by the Refunding Trustee, the obligations which have matured and
50952285.3
-3-
amounts received by the Refunding Trustee by reason of such maturity, the interest earned on
such obligations, a list of any investments or reinvestments made by the Refunding Trustee in
other obligations and the interest and/or principal derived therefrom, the amounts paid to the
Fiscal Agent, and any other transaction of the Refunding Trustee pertaining to its duties and
obligations as set forth herein.
Section 8. Substitution of Different Obligations or Other Investments. The City reserves
the right to substitute from time to time for Acquired Obligations initially purchased in
accordance with Section 2 hereof, or for obligations purchased under this section, other
noncallable, nonprepayable direct obligations of the United States of America and/or obligations
unconditionally guaranteed by the United States of America as to full and timely payment of
principal and interest authorized to be acquired with the proceeds of Bonds under the Refunding
Bond Act (the "Substitute Obligations Prior to effecting any such substitution, the City shall
have obtained at its expense and delivered to the Refunding Trustee:
(a) A verification by a nationally recognized independent certified
public accounting firm acceptable to the Refunding Trustee confirming that the
maturing principal of and interest on the Substitute Obligations and any remaining
Acquired Obligations to be held by the Refunding Trustee in the refunding
escrow, if paid when due and assuming no reinvestment thereof, together with any
other cash then held by the Refunding Trustee, will be sufficient to carry out the
Refunding Plan and make all remaining payments described in Section 3; and
(b) An opinion from Foster Pepper PLLC, bond counsel to the City, its
successor or other nationally recognized bond counsel to the City, that the
disposition and substitution or purchase of such securities, 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.
If the verification delivered to the Refunding Trustee pursuant to Section 8(a) shows that surplus
money not needed to make the payments described in Section 3 will result from the sale, transfer,
or other disposition of Acquired Obligations and the substitution of Substitute Obligations
therefor, that surplus money at the written request of the City shall be released from the trust
estate and shall be transferred to the City to be used for any lawful City purpose, subject to any
restrictions stated in the opinion of bond counsel required by Section 8(b).
Section 9. Reinvestment of Proceeds of Acauired and/or Substitute Obligations. The
proceeds (principal and interest) and reinvestment proceeds of any Acquired Obligations and/or
Substitute Obligations held by the Refunding Trustee in accordance with this Refunding Trust
Agreement, which are not needed within five business days of the receipt thereof to make the
payments described in Section 3, shall be reinvested by the Refunding Trustee, but only upon
receipt of written request of the City, on such date of receipt or the next business day. The City
shall direct such reinvestment subject to the following conditions:
50
-4-
50952285.3
(a) Except as provided in subsection (c) below, the proceeds of such
Acquired Obligations and/or Substitute Obligations shall be reinvested in
Substitute Obligations at a yield that will not cause the composite yield on the
refunding escrow to exceed 3.87045% during its term or such higher yield as may
be directed by letter of instructions from the City to the Refunding Trustee, but if
the composite yield on the directed investments made pursuant to this Refunding
Trust Agreement would exceed 3.87045 such letter of instructions shall contain
a verification of such composite yield and shall be based upon and accompanied
by the opinion of Foster Pepper PLLC, bond counsel to the City, its successor, or
other nationally recognized bond counsel to the City, approving reinvestment of
such proceeds at such higher yield.
(b) The obligations in which such proceeds are reinvested shall mature
in an amount at least equal to their purchase price on the date or dates directed by
the City, but not later than the date (as shown by the then most recent certified
public accountant verification) the principal thereof is needed to make the
payments described in Section 3;
(c) If such proceeds, together with other funds remaining in trust, are
insufficient to reinvest in the smallest denomination of such obligations or are
required to be used to make payments described in Section 3 sooner than the
shortest maturity available for such obligations, then those proceeds and funds
either shall be converted to United States currency and retained or shall remain
uninvested in the refunding escrow and carried on the books of the Refunding
Trustee until required to make the payments described in Section 3, or until
sufficient money is accumulated to permit the investment thereof; and
(d) "Yield," as used in paragraph (a) of this section with respect to the
Acquired Obligations and Substitute Obligations, means that yield computed in
accordance with and permitted by the Code applicable to the Bonds and the trust
under this Refunding Trust Agreement so as to preserve the exclusion from gross
income for federal income tax purposes of the interest on the Bonds.
The Refunding Trustee may make any and all investments permitted by the provisions of this
Section through its own investment department or the investment departments of any of its
affiliates.
Section 10. Amendments to Refunding Trust Agreement. The Refunding Trustee and
the City recognize that the owners of the Refunded Bonds and the Bonds from time to time have
a beneficial interest in the Acquired Obligations, the Substitute Obligations, and money to be
held by the Refunding Trustee as herein provided. Therefore, this Refunding Trust Agreement is
irrevocable and shall not be subject to amendment except for the purpose of clarifying any
ambiguity herein, increasing the protection of the rights of the owners of the Refunded Bonds or
the Bonds, or preserving the exclusion of the interest on the Refunded Bonds and the Bonds from
gross income for federal income tax purposes, and only if such amendment is accompanied by an
opinion addressed to the City and the Refunding Trustee from Foster Pepper PLLC, its successor
-5-
or other nationally recognized bond counsel to the City, to the effect that such change is
necessary for one of the above reasons and does not detrimentally affect the owners of the
outstanding Refunded Bonds and the Bonds or that it strengthens the protection of the owners of
the Refunded Bonds and the Bonds and does not detrimentally affect the owners of the Refunded
Bonds and the Bonds. If such amendment affects the amount of money and investments in the
escrow account or the application thereof, prior to the amendment's taking effect there also shall
be a verification by a nationally recognized independent certified public accounting firm
satisfactory to the Refunding Trustee to the effect that after such amendment the Acquired
Obligations, Substitute Obligations, and other money in the escrow account will be sufficient to
make the payments described in Section 3. A copy of such verification shall be delivered to the
Refunding Trustee.
Section 1L Limitation of Liability of Refunding Trustee. None of the provisions
contained in this Refunding Trust Agreement shall require the Refunding Trustee to use or
advance its own funds in the performance of any of its duties or the exercise of any of its rights
or powers hereunder. The Refunding Trustee shall be under no liability for the payment of
interest on any funds or other property received by it hereunder except to the extent the
Refunding Trustee is required by the express terms of this Refunding Trust Agreement to invest
such funds.
The Refunding Trustee's liabilities and obligations in connection with this Refunding
Trust Agreement are confined to those specifically described herein. The Refunding Trustee is
authorized and directed to comply with the provisions of this Refunding Trust Agreement and is
relieved from all liability for so doing notwithstanding any demand or notice to the contrary by
any party hereto. The Refunding Trustee shall not be responsible or liable for the sufficiency,
correctness, genuineness, or validity of the Acquired Obligations or the Substitute Obligations
deposited with it; the performance or compliance by any party other than the Refunding Trustee
with the terms or conditions of any such instruments; or any loss which may occur by reason of
forgeries, false representations, or the exercise of the Refunding Trustee's discretion in any
particular manner unless such exercise is negligent or constitutes willful misconduct.
If any controversy arises between the City and any third person, the Refunding Trustee
shall not be required to determine the same or to take any action in the premises, but it may
institute, in its discretion, an interpleader or other proceedings in connection therewith as it may
deem proper, and in following either course, it shall not be liable.
Section 12. Remittance of Funds When Refunded Bonds Paid in Full. At such time as
the Refunding Trustee has received the representation of the City that all of the payments
described in Section 3 have been made and the confirmation of such representation by the Fiscal
Agent, together with such other evidence of such payments as shall be satisfactory to the City
and the Refunding Trustee, the Refunding Trustee shall deliver forthwith or remit to the City any
remaining Acquired Obligations, Substitute Obligations, and money held pursuant to this
Refunding Trust Agreement.
Section 13. Compensation of Refunding Trustee. The payment arrangement heretofore
made between the Refunding Trustee and the City (attached hereto as Exhibit E and by this
50952285.3
-6-
reference made a part hereof) on compensation and expenses of the Refunding Trustee for
services rendered by it pursuant to the provisions of this Refunding Trust Agreement is
satisfactory to it and to the City, and no further payment to the Refunding Trustee shall be
required for such purpose. Such arrangement for compensation and expenses is intended as
compensation for the ordinary services as contemplated by this Refunding Trust Agreement, and
if the Refunding Trustee renders any service hereunder not provided for in this Refunding Trust
Agreement, or the Refunding Trustee is made a party to or intervenes in any litigation pertaining
to this Refunding Trust Agreement or institutes interpleader proceedings relative hereto, the
Refunding Trustee shall be compensated reasonably by the City for such extraordinary services
and reimbursed for all fees, costs, liability, and expenses (including reasonable attorneys' fees)
occasioned thereby. The Refunding Trustee shall not have a lien against or otherwise be
compensated for its services and expenses from the money, Acquired Obligations, and Substitute
Obligations held pursuant to this Refunding Trust Agreement to make the payments described in
Section 3.
Section 14. Successor Refunding Trustee. The obligations assumed by the Refunding
Trustee pursuant to this Refunding Trust Agreement may be transferred by the Refunding
Trustee to a successor if (a) the Refunding Trustee has presented evidence satisfactory to the
City and to Foster Pepper PLLC, its successor or other nationally recognized bond counsel to the
City that the successor trustee meets the requirements of RCW 39.53.070, as now in effect or
hereafter amended; (b) the City approves the appointment of the successor trustee; (c) the
successor trustee has assumed all of the obligations of the Refunding Trustee under this
Refunding Trust Agreement and has been compensated; and (d) all of the Acquired Obligations,
reinvestments, Substitute Obligations, and money then held by the Refunding Trustee pursuant to
this Refunding Trust Agreement have been duly transferred to such successor trustee.
Notwithstanding anything to the contrary contained in this Agreement, any company into
which the Refunding Trustee may be merged or converted or with which it may be consolidated
or any company resulting from any merger, conversion, or consolidation to which the Refunding
Trustee is a party, or any company to which the Refunding Trustee may sell or transfer all or
substantially all of its corporate trust business shall be the successor to the Refunding Trustee
without execution or filing of any paper or further act, if such company is eligible to serve as
Refunding Trustee under RCW 39.53.070.
Section 15. Miscellaneous. This Refunding Trust Agreement is governed by
Washington law without regard to the conflict of laws provisions thereof and may not be
modified except by a writing signed by the parties and subject to the limitations of Section 10. If
any one or more of the provisions contained in this Refunding Trust 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 Refunding Trust Agreement, but this
Refunding Trust Agreement shall be construed as if such invalid, illegal, or unenforceable
provision had never been contained herein.
Section 16. Notice to Rating Agencies. The Refunding Trustee shall notify all national
rating agencies maintaining (at the request of the City) a rating on the Refunded Bonds or the
50952285.3
-7-
Bonds, in writing upon timely receipt of notice or evidence of either of the following
circumstances:
(a) Prior to their taking effect, any amendments to this Refunding
Trust Agreement under Section 10, enclosing the proposed amendatory
documents; and
(b) The holding (referred to in Section 15) that one or more provisions
of this Refunding Trust Agreement are invalid, illegal, or unenforceable in any
respect, enclosing a copy of that holding.
Such notices shall be sent to the applicable rating agencies by first class mail to the addresses
advised by those rating agencies.
Section 17. Counterparts. This Agreement may be executed in counterparts.
IN WITNESS WHEREOF, the parties have executed and delivered this Refunding Trust
Agreement pursuant to due and proper authorization, all as of the date and year first above
written.
CITY OF TUKWILA, WASHINGTON
50952285.3
-8-
U.S. BANK NATIONAL ASSOCIATION,
as Refunding Trustee
By
Title: Vice Presisent
*CERT-
NOTE
50952285.3
EXHIBIT A
CITY OF TUKWILA, WASHINGTON
LIMITED TAX GENERAL OBLIGATION REFUNDING BONDS, 2008
ACOUIRED OBLIGATIONS
MATURITY PAR INTEREST
TYPE* DATE AMOUNT RATE
CERT 6/01/2009 172,230 0.29%
CERT 12/01/2009 6,381,667 0.83
United States Treasury Certificate of Indebtedness -State and Local Government Series
United States Treasury Note -State and Local Government Series
50952285.3
EXHIBIT B
CITY OF TUKWILA, WASHINGTON
LIMITED TAX GENERAL OBLIGATION REFUNDING BONDS, 2008
COSTS OF ISSUANCE
U.S. Bank National Association Refunding Trustee 750
Moody's Investors Service, Inc. Rating Agency 8,700
Grant Thornton LLP Escrow Verification 2,500
EXHIBIT C
NOTICE IS HEREBY GIVEN to the owners of the above captioned bonds with respect to which,
pursuant to the Refunding Trust Agreement dated as of December 16, 2008, by and between the City of
Tukwila, Washington (the "City and U.S. Bank National Association (the "Refunding Trustee there
has been deposited into an escrow account, held by the Refunding Trustee, cash and non callable direct
obligations of the United States of America, the principal of and interest on which, when due, will provide
money to pay each year, to and including the respective maturity or redemption dates of such bonds so
provided for, the principal thereof and interest thereon (the "Refunded Bonds Such Refunded Bonds
are therefore deemed to be no longer outstanding pursuant to Section 14 of Ordinance No. 1884 of the
City relating to the Refunded Bonds, but will be paid by application of the assets in such escrow account.
50952285.3
Notice of Defeasance*
City of Tukwila, Washington
Limited Tax General Obligation Bonds, 1999
The Refunded Bonds are described as follows:
City of Tukwila, Washington
Limited Tax General Obligation Bonds, 1999
(Dated October 15, 1999)
Maturity Date Par Amount Interest Call Date CUSIP
(December 1) Defeased Rate (at 100 Nos.
2010 490,000 5.200% 12/1/2009 899052DF8
2011 515,000 5.250 12/1/2009 899052DG6
2012 540,000 5.300 12/1/2009 899052DH4
2013 570,000 5.375 12/1/2009 899052DJ0
2014 600,000 5.450 12/1/2009 899052DK7
2015 635,000 5.550 12/1/2009 899052DM3
2016 670,000 5.600 12/1/2009 899052DN1
2019 2,240,000 5.700 12/1/2009 899052DL5
U.S. Bank National Association, as Refunding Trustee
Dated:
This notice shall be given immediately by first class mail to each registered owner of the Refunded Bonds, to
Ambac Assurance Corporation and to each Nationally Recognized Municipal Securities Information Repository.
NOTICE IS HEREBY GIVEN that the City of Tukwila, Washington, has called for redemption
on December 1, 2009, all of its then outstanding Limited Tax General Obligation Bonds, 1999 (the
"Bonds
The Bonds will be redeemed at a price of one hundred percent (100 of their principal amount,
plus accrued interest to December 1, 2009. The redemption price of the Bonds is payable on presentation
and surrender of the Bonds at the office of:
50952285.3
[By Mail or in Person] -or-
The Bank of New York Mellon
Worldwide Securities Processing
2001 Bryan Street, 9 Floor
Dallas, TX 75201
Interest on all Bonds or portions thereof which are redeemed shall cease to accrue on
December 1, 2009.
The following Bonds are being redeemed:
Maturity Date
(December 1)
EXHIBIT D
Notice of Redemption*
City of Tukwila, Washington
Limited Tax General Obligation Bonds, 1999
[In Person Only]
Any branch of Wells Fargo
Bank, National Association in the
State of Washington
Par Amount Interest CUSIP
Defeased Rate Nos.
2010 490,000 5.200% 899052DF8
2011 515,000 5.250 899052DG6
2012 540,000 5.300 899052DH4
2013 570,000 5.375 899052DJ0
2014 600,000 5.450 899052DK7
2015 635,000 5.550 899052DM3
2016 670,000 5.600 899052DN1
2019 2,240,000 5.700 899052DL5
By Order of the City of Tukwila, Washington
The Bank of New York Mellon, as Paying Agent
Dated:
This notice shall be given not less than 30 nor more than 60 days prior to December 1, 2009, by first class mail, postage
prepaid, to each registered owner of the redeemed bonds. In addition, notice shall be mailed within the same period, postage
prepaid, to Moody's Investors Service, Inc., and Standard Poor's at their offices in New York, New York; Ambac Assurance
Corporation at its principal office in New York, New York, to Lehman Brothers, or its successor, at its pnncipal office in Seattle,
Washington; and The Depository Trust Company of New York, New York, and each NRMSIR.
Under Section 3406(a)(1) of the Internal Revenue Code the Registrar may be obligated to withhold a percentage of
the principal of a holder who has failed to furnish the Registrar with a valid taxpayer identification number and a
certification that the owner is not subject to backup withholding. Owners who wish to avoid the application of these
provisions should submit a completed IRS Form W -9 when presenting their certificates for payment.
50952285.3
50952285.3
EXHIBIT E
U.S. BANK NATIONAL ASSOCIATION FEE SCHEDULE
tiibank
Fi.r SnrSmiu Gm-mewed C +l
Corporate Trust Services
60 Livingston Ave
St. Paul, MN 55107
Dated: December 8, 2008
Schedule of Fees for Services as
Refunding Escrow Agent
For
City of Tukwila
Limited Tax General Obligation Bonds 2008 (1999) Escrow
Administrative Fees Billed One Time
04160 Refunding Escrow Agent, One Time
One time fee for performance of the routine duties of the agent in administration of
the defeasance escrow Administration fees are payable in advance
Direct Out of Pocket Expenses
Reimbursement of expenses associated with the performance pf our duties, including
but not limited to publications, legal counsel after the initial close, travel expenses
and filing fees.
Extraordinary Services
Extraordinary services are duties or responsibilities of an unusual nature, including
termination, but not provided for in the governing documents or otherwise set forth in
this schedule. A reasonable charge will be assessed based on the nature of the
service and the responsibility involved. At our option, these charges will be billed at a
flat fee or at our hourly rate then in effect.
$750.00
At Cost
Account approval is subject to review and qualification. Fees are subject to change at our discretion and upon written notice. Fees
paid in advance will not be prorated. The fees set forth above and any subsequent modifications thereof are part of your
agreement. Finalization of the transaction constitutes agreement to the above fee schedule, including agreement to any
subsequent changes upon proper written notice. In the event your transaction is not finalized, any related out -of- pocket expenses
will be billed to you directly. Absent your written instructions to sweep or otherwise invest, all sums in your account will remain
uninvested and no accrued interest or other compensation will be credited to the account. Payment of fees constitutes acceptance
of the terms and conditions set forth.
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions
to obtain, verify and record information that identifies each person who opens an account.
For a non individual person such as a business entity, a charity, a Trust or other legal entity we will ask for documentation to verify
its formation and existence as a legal entity We may also ask to see financial statements, licenses, identification and authorization
documents from individuals claiming authority to represent the entity or other relevant documentation.
1. General.
TAX EXEMPTION AND NONARBITRAGE CERTIFICATE
CONCERNING $6,180,000
LIMITED TAX GENERAL OBLIGATION REFUNDING BONDS, 2008,
OF
CITY OF TUKWILA, WASHINGTON
I, JIM HAGGERTON, on behalf of the City of Tukwila, Washington (the "City certify
as follows:
1.1 Responsible Officer. I am the Mayor of the City and, as such, am an officer of the
City responsible for issuing the City's $6,180,000 par value Limited Tax General Obligation
Refunding Bonds, 2008 (the "Bonds dated, delivered and paid for on the same date as the date
of this certificate (the "issue date
1.2 Purpose of Certificate. This certificate is executed to establish the facts,
estimates, and circumstances in existence on the issue date and the bona fide reasonable
expectations of the City on the issue date as to future events in connection with the Bonds for the
purposes of the applicable provisions of the Internal Revenue Code of 1986, as amended (the
"Code and applicable Treasury Regulations under sections 103, 141, and 148 -150 of the Code.
1.3 Reasonable Basis for Expectations. To the best of my knowledge, information,
and belief, this certificate accurately summarizes the facts, estimates, and circumstances in
existence on the issue date, and the expectations of the City on the issue date about future events
in connection with the Bonds are reasonable.
1.4 Defined Terms. Capitalized words used but not otherwise defined in this
certificate have the meaning set forth in Ordinance No. 2216 of the City (the "Bond Ordinance
2. Purpose of Issuing the Bonds.
2.1 Governmental Purpose. The City is a local government unit of the State of
Washington, and the Bonds are being issued for the purpose of providing the funds necessary to
pay interest on the City's outstanding Limited Tax General Obligation Bonds, 1999, maturing in
the years 2010 through 2016, inclusive, and 2019 (the "Refunded Bonds when due up to and
including December 1, 2009, and to call, pay and redeem on December 1, 2009, all of the
outstanding Refunded Bonds at a price of par (the "Refunding and to pay the costs of issuance
and sale of the Bonds, as provided by the Bond Ordinance.
The proceeds of the Limited Tax General Obligation Bonds, 1999 (referred to as the
"prior issue were used to provide funds necessary (a) to carry out the current refunding of the
City's outstanding Limited Tax General Obligation Bond Anticipation Note, 1998 (City Hall),
the proceeds of which were used to provide interim financing for the construction of a new city
hall, and (b) to pay part of the cost of acquiring property for and constructing a City office and
50954987.1
resource facility, parking area and other developments in connection with the Tukwila Village
Program (collectively, the "Refinanced Improvements
2.2 No Impermissible Private Business Use. No more than 10% ($666,459) of the
proceeds of the Bonds (or of a corresponding portion of the Refinanced Improvements) will be
used for any private business use. No more than 5% ($333,179) of the proceeds of the Bonds (or
of a corresponding portion of the Refinanced Improvements) will be used either for any private
business use that is unrelated to the governmental purpose of the Bonds or for any private
business use that is related to a governmental purpose of the Bonds but exceeds the amount of
proceeds of the Bonds that are expected to be used for that governmental purpose. No more than
5% of the proceeds of the Bonds will be used directly or indirectly to make or finance loans to
any person other than a governmental unit, except a loan, if any, which enables the borrower to
finance a governmental tax or assessment of general application for a specific essential
governmental function, or which constitutes a nonpurpose investment within the meaning of
Section 148 of the Code.
3. Source and Disbursement of Proceeds.
3.1 Purchaser and Purchase Price of the Bonds. The Bonds will be sold to Seattle
Northwest Securities Corporation of Seattle, Washington (the "Purchaser at a price of par plus
an original issue premium of $483,599.15, less an underwriter's discount of $54,075.00, for a
total purchase price of $6,609,524.15.
3.2 Funds into Which Proceeds From the Issuance and Sale of the Bonds Will Be
Deposited. The sale proceeds to be derived by the City from the issuance and sale of the Bonds
will be deposited as follows:
(a) $18,406.30 will be wired on the issue date to Assured Guaranty Corp. (the
"Bond Insurer in full payment of the premium for bond insurance as more fully described in
Section 6.2;
(b) $23,145.00 will be wired on the issue date to Foster Pepper PLLC in full
payment of its fee as bond counsel;
(c) $750.00 will be held by the Purchaser in payment of expenses related to
printing and mailing the preliminary and final Official Statement with respect to the Bonds;
(d) $6,565,848.90 will be wired to U.S. Bank National Association, as
refunding trustee (the "Refunding Trustee and used to establish a refunding escrow to carry
out the Refunding and to pay the administrative cost of the Refunding and the remaining costs of
issuing, selling and delivering the Bonds; and
(e) Excess proceeds of the Bonds of $1,373.95 (which is an amount less than
1% of the sale proceeds of the Bonds) will be deposited in the Limited Tax General Obligation
Refunding Bond Fund, 2008 (the "Bond Fund and used to pay interest on the Bonds on their
first interest payment date.
50954987 1
-2-
4. The Refunding.
4.1 Use of Proceeds and Other Funds. Of the sale proceeds of the Bonds deposited
with the Refunding Trustee, $6,553,897.00 will be used on the issue date to acquire United
States Treasury Certificates of Indebtedness, Notes, and Bonds -State and Local Government
Series (the "Acquired Obligations which will be held by the Refunding Trustee, together with
$1.90 of Bond proceeds as a beginning cash balance, in the refunding escrow established to
accomplish the Refunding. The remaining sale proceeds of the Bonds deposited with the
Refunding Trustee will be used to pay the costs of issuance of the Bonds.
4.2 Purpose and Effect of the Refunding.
(a) Interest Cost Savings. The purpose of the Refunding is to accomplish an
interest cost savings to the City of $317,942.50, with a net present value of $258,660.08, as
represented by the difference between debt service on the Bonds and debt service on the prior
issue discounted to the issue date using the yield on the Bonds as the discount rate.
(b) Permitted Advance Refunding. The issuance of the Bonds represents only
the first advance refunding of an issue issued after 1985 to provide tax exempt new money
financing for the Refinanced Improvements.
(c) Reauired Redemption of Prior Issue. The date on which the prior issue
will be called for redemption pursuant to the Refunding is the first date on which such issue may
be called for redemption.
5. Payment of Bonds.
5.1 Debt Service Structure. The Bonds are general obligation bonds of the City and
are serial in form. Principal of the Bonds is payable annually on December 1 of each year from
2009 to 2019, inclusive. Interest on the Bonds is payable semiannually on each June 1 and
December 1, commencing on June 1, 2009. The Bonds are not subject to call prior to their
respective maturities.
5.2 Source of Payment. The Bonds are payable from the proceeds of taxes levied
against all of the taxable property located within the City and other funds available therefor.
Those funds that are expected to be used to pay principal of or interest on the Bonds will be
deposited in the Bond Fund and used within 13 months of their deposit in that fund for payment
of principal of or interest on the Bonds. The Bond Fund will be used primarily to achieve a
proper matching of tax revenues of the City and debt service on the Bonds within each bond
year. It is expected that the Bond Fund will be depleted at least once a year (on each
December 1), except for a reasonable carryover amount not expected to exceed the greater of one
year's earnings on that fund or 1/12 of the annual debt service on the Bonds.
5.3 Absence of Other Sinking Funds. Except for the Bond Fund, the City has not
created or established and does not expect to create or establish any reserve fund, sinking fund,
or other similar fund that is reasonably expected to be used directly or indirectly to pay debt
service on the Bonds or any pledged fund with respect to which there is reasonable assurance
509549871
-3-
that money will be available in that fund to pay debt service on the Bonds even if the City were
to encounter financial difficulties.
6. Restrictions on Investing Proceeds of the Bonds in Hither Yielding Investments.
6.1 Calculation of Yield on Bonds. The yield on the Bonds has been calculated as
that yield which when used in computing the present worth of all payments of principal of and
interest on the Bonds produces an amount equal to the issue price of the Bonds. The "issue
price" of the Bonds is the initial offering price (including accrued interest and original issue
discount or premium, if any) at which a substantial amount (at Least 10 of each maturity of the
Bonds have been sold to the public (not including bond houses, brokers or other intermediaries).
Based on the Certificate of Purchaser attached hereto as Exhibit A, the yield on the Bonds has
been calculated to be 3.87045 In determining this yield, no adjustments were made for
Purchaser's discount or other costs of issuance of the Bonds.
6.2 Bond Insurance Premium Taken Into Account as Payment for Oualified
Guarantee With Respect to the Bonds. For the purpose of calculating the yield on the Bonds, a
bond insurance premium paid to the Bond Insurer in the amount of $18,406.30 has been taken
into account as additional interest paid with respect to the Bonds and as payment for a "qualified
guarantee" under Treasury Regulations Section 1.148 -4(f). Based upon the Certificate of
Purchaser, competitive proposals to provide bond insurance for the Bonds were solicited on
behalf of the City, and the City has selected the Bond Insurer because it offered to provide the
bond insurance for the lowest cost. Also, based upon the Certificate of Purchaser, the present
value (calculated using the yield on the Bonds determined by taking into account the payment of
the bond insurance premium) of the bond insurance premium is less than the present value
(calculated using the yield on Bonds) of the interest cost saving to the City represented by the
comparative differences between interest amounts that would have been payable on the various
maturities of the Bonds at interest rates on the Bonds issued with and without the bond insurance
on the Bonds provided by the Bond Insurer. Therefore, the bond insurance premium paid to the
Bond Insurer represents a reasonable charge for the transfer of the credit risk associated with the
Bonds to the Bond Insurer. No portion of the bond insurance premium represents a payment,
directly or indirectly, for any services other than the acceptance of the credit risk associated with
the Bonds, and any fees for any such other services have been separately stated.
6.3 Calculation of Yield on Acquired Obligations. The yield on the Acquired
Obligations has been calculated (using the same method and frequency intervals used in
calculating the yield on the Bonds) as that yield which when used in computing the present worth
of all payments of principal of and interest on the Acquired Obligations produces an amount
equal to the purchase price of the Acquired Obligations. The purchase price of the Acquired
Obligations is their subscription price paid on the issue date to the Division of Special
Investments of the United States Bureau of Public Debt, which subscription price is deemed to
be the fair market value of the Acquired Obligations pursuant to Treasury Regulations §1.148-
5(d)(6)(i). As so determined, the yield on the Acquired Obligations is 0.82205 3.04840% less
than the yield on the Bonds.
50954987 I
-4-
6.4 Restrictions on Investment of Proceeds in Higher Yielding Investments.
(a) Proceeds in Refunding Escrow. The applicable temporary period for
investing proceeds of the Bonds held in the refunding escrow is 30 days after the issue date, but
the City elects to waive this temporary period, and those proceeds (including investment
proceeds) will not be invested at a yield higher than the yield on the Bonds.
(b) Proceeds Used for Costs of Issuance. Proceeds of the Bonds to be used to
pay costs of issuance of the Bonds may be invested in higher yielding investments for a
temporary period of one year from the issue date.
(c) Bond Fund. Amounts treated as replacement proceeds of the Bonds
because they are held in the Bond Fund may be invested in higher yielding investments for a
temporary period not exceeding 13 months from the date of their deposit in the Bond Fund.
(d) Investment Earnings. Investment proceeds of the Bonds (other than
investment earnings on Acquired Obligations in the refunding escrow) for which no other
temporary period is available may be invested in higher yielding investments for a temporary
period of one year from the date of receipt of those investment earnings.
(e) Restricted Yield Investments. Proceeds (and amounts treated as
replacement proceeds) of the Bonds that may not be invested in higher yielding investments will
be invested only in (i) obligations purchased at fair market value in bona fide, arm's- length
transactions in an established market for those obligations and having yields not materially
higher than the yield on the Bonds when calculated using the same frequency interval of
compounding interest as used for the Bonds, (ii) obligations the interest on which is excluded
from gross income under Section 103 of the Code that are not private activity bonds under
Section 141 of the Code (or obligations treated as tax exempt obligations under Section 103 of
the Code, e.g., obligations issued by certain qualified regulated investment companies which
invest, to the extent practicable, all of their assets in tax exempt governmental bonds and meet
certain other conditions), and Demand Deposit Securities issued by the United States Treasury
pursuant to the State and Local Government Series program, or (iii) other United States Treasury
Obligations —State and Local Government Series having yields not materially higher than the
yield on the Bonds.
7. General Arbitrage Rebate Compliance.
The Bonds are subject to the rebate requirement imposed by Section 148(0 of the Code,
and therefore the City, in the manner and to the extent required by that Section, will calculate
and rebate to the United States any investment earnings on gross proceeds of the Bonds that are
in excess of the amounts that would have been earned if those gross proceeds had been invested
at the yield on the Bonds, plus any income attributable to such excess earnings. Investment
earnings on amounts held in the Bond Fund will not be taken into account for this purpose at any
time, even if the amount earned is $100,000 or more in a bond year, because the Bonds bear
interest at fixed rates (i.e., rates that do not vary during the term of the Bonds) and have an
average maturity of at least 5 years. If the City for any reason fails to comply with the rebate
requirement to the extent applicable to the Bonds, the City, to the extent permitted and required
50954987 1
-5-
by Section 148(f)(7) of the Code, will pay any penalty that may be necessary to preserve the tax
exemption for interest on the Bonds.
8. Bonds Meet Other Arbitrage Reauirements.
8.1 No Other Governmental Obligations Part of This Issue. There are no other
obligations of the City that are being sold at substantially the same time (less than 15 days apart)
as the Bonds pursuant to the same plan of financing and that are reasonably expected to be paid
from substantially the same source of funds.
8.2 No Renlacement of Funds Invested in Higher Yielding Investments. No portion
of the proceeds of the Bonds will be used directly or indirectly to replace funds of the City
invested in higher yielding investments.
8.3 No Abusive Arbitrage Device. The primary, bona fide governmental purpose of
issuing the Bonds is to finance the costs of the Refunding. No action is being taken or will be
taken in connection with the issuance of the Bonds that has the effect of (i) enabling the City to
exploit the difference between tax exempt and taxable interest rates to obtain a material financial
advantage by investing any portion of the gross proceeds of the Bonds over any period of time,
and (ii) overburdening the tax exempt bond market as a result of issuing more Bonds, issuing the
Bonds earlier, or allowing the Bonds to remain outstanding longer than is otherwise reasonably
necessary to finance the costs of the Refunding.
8.4 No Intent to Earn Impermissible Arbitrage Profit. The City will not take any
intentional action to earn any impermissible arbitrage profit from the investment of gross
proceeds of the Bonds.
9. Bonds Meet Other Requirements for Tax Exemption.
9.1 Bonds in Registered Form. The Bonds are issued only in registered form.
9.2 No Federal Guaranty. Except as otherwise permitted by the Code, payment of the
principal of or interest on the Bonds is not guaranteed in whole or in part by the United States or
any agency or instrumentality thereof.
9.3 Information Return to Be Filed. The City will cause a Form 8038 -G Information
Return respecting the Bonds to be timely filed with the Internal Revenue Service.
9.4 Bonds Not Hedge Bonds. On the date of issue of the prior issue (or, with respect
to the current refunding portion of the prior issue, on the date of issue of the original new money
obligations being refunded with proceeds of the Bonds- -the "original new money obligations
the City reasonably expected that (i) at least 85% of the spendable proceeds of the prior issue or
original new money obligations would be used to carry out the governmental purposes of the
prior issue or original new money obligations within the 3 -year period beginning on their
respective dates of issue, and (ii) not more than 50% of the proceeds of the prior issue or original
new money obligations would be invested in nonpurpose investments having a substantially
guaranteed yield for 4 years or more.
50954987 I
-6-
10. Bonds Tax Exempt and Not Arbitrage Bonds.
The City expects that bond counsel to the City will rely upon the foregoing facts,
estimates and circumstances in existence on the issue date and the reasonable expectations of the
City as to future events respecting the Bonds to enable them to conclude that it is not expected
that proceeds of the Bonds will be used in any manner that would cause the Bonds to be arbitrage
bonds and to provide their opinion that the Bonds are governmental obligations the interest on
which is excluded from gross income for federal income tax purposes under Section 103 of the
Code.
50954987 1
DATED December 16, 2008.
-7-
CITY OF TUKWILA, WASHINGTON
By:
r. 7
di/
aggerto
12/15/2008 15:18 2065155 OBITS PAGE 01/02
State of Washington,
Counties of King and Snohomish,
Kathy Baldwin being duly sworn, says that he /she is an Authorized Agent of The Seattle Times
Company, publisher of The Seattle Times and representing the Seattle Post- Intelligencer, separate daily
newspapers, printed and published in Seattle, King County, State of Washington; that they are
newspapers of general circulation in said County and State; that they have been approved as legal
newspapers by order of the Superior Court of King County; that the annexed, being a display
advertisement, was published in:
City of Tukwila Summary
Ordinance No. 2216
;1� SI
AFFIDAVIT OF PUBLICATION
Seattle Times Ad# 3981731 Dated 12/04/2008
Page D3 Seattle Times
And not in supplement thereof, and is a true copy of the notice as it was printed and /or distributed in the
regular and entire issue of said paper or papers during all of said period, and that said newspaper or
newspapers were regularly distributed to its subscribers during all of said period.
Subscribed a swworn to before me this 15th day of
December 2008.
Notary Public in and for the State of Washington residing at Seattle.
,ntiWb tO,
(20
Form 8038 -G
(Rev November 2000)
Department of the Treasury
Internal Revenue Service
Part I
11
12
13
14
15
16
17
18
19
20
1 Issuer's name
City of Tukwila
3 Number and street (or P 0 box if mail is not delivered to street address)
6200 Southcenter Boulevard
5 City, town, or post office, state, and ZIP code
Tukwila, WA 98188
7 Name of issue
Limited Tax General Obligation Refunding Bonds, 2008
9 Name and title of officer or legal representative whom the IRS may call for more information
Shawn Hunstock, Finance Director
Part II
P1
Part III
22 Proceeds used for accrued interest
23 Issue price of entire issue (enter amount from line 21, column (b))
24 Proceeds used for bond issuance costs (including underwriters' discount)
25 Proceeds used for credit enhancement
26 Proceeds allocated to reasonably required reserve or replacement fund
27 Proceeds used to currently refund prior issues
28 Proceeds used to advance refund prior issues
29 Total (add lines 24 through 28)
30 Nonrefundinq proceeds of the issue (subtract line 29 from line 23 and enter amount here) 1 30 1
Description of Refunded Bonds (Complete this part only for refunding bonds.)
31 Enter the remaining weighted average maturity of the bonds to be currently refunded N/A years
32 Enter the remaining weighted average maturity of the bonds to be advance refunded 6 9 years
33 Enter the last date on which the refunded bonds will be called 12/1/2009
34 Enter the date(s) the refunded bonds were issued 11/1/1999
Miscellaneous
Part V
Part VI
Sign
Here
Information Return for Tax Exempt Governmental Obligations
Under Internal Revenue Code section 149(e)
See separate Instructions.
Caution: If the issue price is under $100,000, use Form 8038 GC.
Reporting Authority If Amended Return, check here
Type of Issue (check applicable box(es) and enter the issue price) See instructions and attach schedule
1 11
1 12
1 13
114
15
16
17
18
Education
Health and hospital
Transportation
Public safety
Environment (including sewage bonds)
Housing
Utilities
Other. Describe refund City Hall and Tukwila Village Project bonds
If obligations are TANs or RANs, check box If obligations are BANs, check box
If obligations are in the form of a lease or installment sale, check box
Description of Obligations. Complete for the entire issue for which this form is
(a) Final maturity date (b) Issue price
12/1/2019 1 6,663,559 1 6,180,000 1 6.9 years 1
Uses of Proceeds of Bond Issue (including underwriters' discount)
35 Enter the amount of the state volume cap allocated to the issue under section 141(b)(5)
36a Enter the amount of gross proceeds invested or to be invested in a guaranteed investment contract (see instructions)
b Enter the final maturity date of the guaranteed investment contract
37 Pooled financings: a Proceeds of this issue that are to be used to make loans to other governmental units
b If this issue is a loan made from the proceeds of another tax exempt issue, check box and enter the name of the
issuer and the date of the issue
38 If the issuer has designated the issue under section 265(b)(3)(B)(i)(III) (small issuer exception), check box
39 If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check box
40 If the issuer has identified a hedge, check box
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
and belief, they are true, correct, and complete.
Sigre of of issuer's authorized representative
(c) Stated redemption (d) Weighted
price at maturity average maturity
1 24
1 25
1 26
1 27
1 28
2 Issuer's employer identification number
91 6001519
Room /suite 4
6
8
Report number
3 01
Date of issue
December 16, 2008
CUSIP number
899052FB5
10 Telephone number of officer or legal representative
206 433 -1838
being filed.
1 22 1 0
1 23 1 6,663,559
89,920
18,406
0
0
6,553,899
1 29 6,662,225
1,374
1 35 1
1 36a 1
37a
OMB No. 1545 -0720
(e) Yield
6,663,599
3.8705
Shawn Hunstock
12/16/2008 Finance Director
Date Type or print name and title
For Paperwork Reduction Act Notice, see page 2 of the Instructions. Cat. No. 63773S Form 8038 -G (Rev 11 -2000)
12/15/2008 15:18 20651555 OBITS PAGE 02102
SUMMARY OF
Ordinance No. 2216
City of Tukwila, Wolhin9lan
On ORcentber 1 20OR file City
Council of Ilia City or Tvkwllo,
W06ningIon, adopted Ordl.
nnnce IQ0. 221f, the m0111 polnts
Of which arc sunlnlOriled by Its
title as fallow$:
AN ORDINANCE OF THE
CITY COUNC I I. OF THE CITY
OF ON, RGLATIN WASHING-
TRACTING INDEBTED
NESS; PROVIDING FOR
THE ISSUANCE OF $6190,000
PAR VALUE OF LIAITED
TAX GENERAL 08LIGA-
2O0 THE G TY FOR GEN-
ERXL CITY PURPOSES TO
PROVIDE FUNDS WITH
OF ADVANCE REFUNfj NG
A PORTION OF THE CITY'S
OUTSTANDING LIMITED
TAX GENERAL QBLIGA-
TION BONDS, 1999, AND PAY-
ING THE ADMINISTRATIVE
COSTS OF SUCH REFUND-
ING AND THE COSTS OF IS-
SUANCE AND SALE QF
SUCH BONGS: FIXING THE
DATE, FORM, MATURITIE5,
INTEREST RATES, TERM5
AND COVENANTS OF THE
BONDS; ESTABLISHING A
BONA FUND PROVIDING
FOR AND bUTHORIZING
THE PURCHASE QF CER-
TAIN OBLIGATIONS OUT OF
THE PROCEEDS OF THE
SALE OF THE BONDS HERE-
IN AUTHORIZED AND FOR
THE USE AND APPLICA-
TION OF THE MONEY DE-
RIVED FROM TH05E IN-
VESTMENTS; AUTHORIZ.
INGTHE EXEGUTIONOFAN
AGREEMENT WITH U.S.
BANK NATIONAL ASSOCIA•
TION OF SEATTLE, WASH-
INGTON, AS REFUNDING
TRUSTEE; PROVIDINGFOR
THE CALL, PAYMENT AND
REDEMPTION OF THE OUT-
STANDING BONDS TO BE
REFUNDED: PROVIDING
FOR THg PURCHASE OF
OONb INSURANCE; AND
APPROVING THE SALE AND
PROVIDING FOR THE DE-
LIVERY OF THE BONDS TO
SEATTLE NORTHWEST 5E-
CURITIE5 CORPORATION
OF 5 L WASHING-
TON; PROVIDIIG PQR SEV-
ERASILITY; AND ESTAQ
L15HING AN EFFECTIVE
DATE.
The lull text of 111is ordinance
will be malled upon requcsf.
Approved by the pty Covneil
at 0 Regular Maetina thereat
on DeCembor 1, 200.
Christy O'Flalleffy, CMC, City
Clcrk
Published Saottle Timos:
December A, 20M
The Seattle Times, representing the Seattle Post- Intelligencelr
Customer: TUKWILA CITY OF Phone: 2064313650
Type: CONT Contract Number: 0
Address: 62010 SOUTHCENTER BLVD
TUKWIL.A WA 98188
4 NT,,.,,1 )not-?->i
.Ill To: 103784 Placed For; 103784
Bill To Admc: 479103006 Place For Adnic: 079103006
Sort: SUMMARY OFORDINANCE NO 2216CITY OF TUKW
Price: $141,04 RC: T.LKC
Class: 381; PUBLIC NOTICES Size; 1 (columns) x 92.00 (lines)
Position.:
Caller: E /CHRISTY O" FLAHERTY