HomeMy WebLinkAboutCounty Board of Supervisors - Minutes - 7/25/2017165
Minutes of the
Bayfield County Board of Supervisors’ Meeting
July 29, 2017 – 6:00 p.m.
Bayfield County Board Room, Courthouse, Washburn, Wisconsin
The Bayfield County Board of Supervisors’ meeting was called to order by Chairman
Pocernich at 6:00 p.m. A roll call was taken by Scott Fibert, County Clerk, as follows:
Coughtry-present; Miller-absent; Crandall-present; Rondeau-absent; Goodwin-present, via-
telephone; Bussey-present; Fickbohm-present; Maki-present; Oswald-present; Silbert-
present; Pocernich-present; Strand-present; Williams-absent. Total 13: 10 present, 3
absent. A quorum was present to conduct business.
The following were also present for this evening’s meeting: Mark Abeles-Allison,
County Administrator; Dawn M. Bellile, Deputy County Clerk; Elizabeth Skulan, Dept. of
Human Services Director; Ben Dufford, County Conservationist; and Brenda Spurlock,
Criminal Justice Coordinator.
The Pledge of Allegiance was recited by all in attendance.
A motion was made by Maki/Crandall to close the Bayfield County Board of
Supervisors’ Meeting and open as a Public Hearing. A roll call vote was taken as
follows: Miller-absent; Crandall-yes; Rondeau-absent; Goodwin-yes, via-telephone;
Bussey-yes; Fickbohm-yes; Maki-yes; Oswald-yes; Silbert-yes; Pocernich-yes;
Strand-yes; Williams-absent; Coughtry-yes. Total 13: 10 yes, 0 no, 3 absent. The
motion carried.
Supervisor Rondeau arrived after motion was completed at 6:05 p.m.
1. Public Hearing on a Proposed Issuance of General Obligation Bonds,
Bayfield County, WI, Relating to the Refunding of the County’s $5,910,000 General
Obligation Bonds, Series 2007, Issued for the Northern Lights Care Center Project.
Abeles-Allison introduced Sean Lentz from Ehlers to discuss with the Board this evening
the General Obligation Bonds for Northern Lights. Lentz updated the Board as to what
has been taking place in order to refund the County’s bonds. There has been much work
done and stated what is required to hold a public hearing for a facility such as Northern
Lights as they are a non-profit 501(c)3 organization. The Board asked questions regarding
the cost of the transaction, i.e., financial consultant, bond consulting fee, and they were
answered by Abeles-Allison. He further stated that these fees are customary costs
across the board for issuing bonds. The County will not be issuing a check and we will see a
reduced payment for this over the next 10 years.
At this time, Chairman Pocernich asked the public if there was anyone who wanted
to speak regarding this issue. Karen Ruedi Crowell, member of the Northern Lights Board
of Directors, said “thank you” to the County Board for helping out the facility in their time
of need. The Northern Lights Board would not be able to provide the services they do to
this community without the help and support of the County. We have a wonderful
partnership and thanked the Board again.
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Discussion went back to the sale of the bonds. Lentz stated that they will go up
for sale on August 15th. Ehlers will be working with everyone involved in this to review all
of the competitive sales to make sure it meets with the parameters of the County Board.
There being no further comments or discussion, a motion was made by
Rondeau/Crandall to close the Public Hearing and reconvene as a County Board
Meeting. A roll call vote was taken as follows: Crandall-yes; Rondeau-present;
Goodwin-yes, via-telephone; Bussey-yes; Fickbohm-yes; Maki-yes; Oswald-yes;
Silbert-yes; Pocernich-yes; Strand-yes; Williams-absent; Coughtry-yes; Miller-
absent. Total 13: 11 yes, 0 no, 2 absent. The motion carried.
2. Motion Regarding Minutes of June 20th, 2017 Bayfield County Board of
Supervisors’ Meeting. A motion was made by Rondeau/Coughtry to adopt the minutes
of the June 20, 2017 Bayfield County Board of Supervisors’ meeting. The motion
carried.
3. Public Comment. None.
4. Presentation of Department of Human Services’ 2016 Annual Report.
Elizabeth Skulan was present to give the 2016 Annual Report of the Human Services
Department. Skulan first wanted to give “kudos” to her support staff for a wonderful job
on the report which she went over with the Board. The report covered many topics that
pertain to her Department. After presentation of the report, questions were asked of
Skulan regarding drug abuse. Skulan reported that there is a problem nationwide and it is
also here in Bayfield County, stating that heroine is on the rise along with the use of abuse
of opioids and meth in Bayfield County.
Supervisor Silbert thanked Skulan and her staff for the remarkable work that they do.
Discussion turned to the shortage of social workers as well as persons in the health field.
A motion was made by Rondeau/Maki to receive and place on file the
Department of Human Services 2016 Annual Report. The motion carried.
5. Report and Presentation of Bayfield County Water Table Map and Water
Well Database. Abeles–Allison introduced Madeline Gotkowitz, from the UW-Extension
Wisconsin Geological and Natural History Survey via telephone. Gotkowitz presented a
powerpoint to the Board reporting on the Hydro Atlas Report - Phase I. Gotkowitz went
over the water table maps and well water database and what has been completed thus far.
She further stated that they have approximately 3,000 wells accounted for with another
2,000 out there yet. It was reported that the County would take on finding the
approximately remaining 2,000 wells on their own. Further discussion took place on
abandoned wells and work yet to be accomplished. Abeles-Allison noted to the Board, that
there is a copy of the Hydro Atlas Report in the Drop Box for review.
The Board thanked Gotkowitz and stated they look forward to future information.
6. A motion was made by Rondeau/Fickbohm The Bayfield County Board of
Supervisors may entertain a motion to move in and out of Executive/Closed Session
pursuant to §19.85(1) (e),deliberating or negotiating the purchasing of public
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properties, the investing of public funds, or conducting other specified public
business, whenever competitive or bargaining reasons require a closed session; and (g)
Conferring with legal counsel for the governmental body who is rendering oral or
written advice concerning strategy to be adopted by the body with respect to
litigation in which it is or is likely to become involved. The motion carried, allowing
Ben Dufford from Land & Water Conservation and Corporation Counsel, John Carlson,
and Linda Coleman to remain in session.
A motion was made by Crandall/Coughtry to move out of Executive/Closed
Session. The motion carried.
7. Bayfield County Resolution No. 2017-44, Providing for the Issuance,
Sale and Delivery of General Obligation Refunding Bonds, Series 2017A (Northern
Lights Health Care Center Project), of Bayfield County, WI; Establishing the Terms
and Conditions Thereof; Creating a Debt Service Account Therefore; and Providing
for Awarding the Sale Thereof. Abeles-Allison explained that the General Obligation
Bonds will be sold on August 15th. This needs approval by the Board and will only be
approved provided it falls within the parameters set forth in the Resolution. If less than
the proposal, we would need to come back to the Board with the new information. What
this means is that the County Board is putting its full faith in Northern Lights being able
to pay this back. We are also stipulating that they are a non-profit organization and that a
non-profit will be operating this facility. The Board dispensed with the reading of the
Resolution, which reads as follows:
BE IT RESOLVED, by the Board of Supervisors (the “Board”) of Bayfield County,
Wisconsin (the “County”), as follows:
Section 1. Bond Purpose, Authorization, and Award.
1.01 Under and pursuant to the provisions of Wisconsin Statutes, Chapter 67
and Section 67.04(3), the County is authorized to issue and sell its general obligation
bonds to refund municipal obligations issued for a public purpose.
1.02 The County owns a public home for the care of the indigent and the aged,
operated as a community nursing home, which is known as the Northern Lights Health
Care Center (the “Facility”), which is located at 706 Bratley Drive in Washburn,
Wisconsin on the property legally described on Exhibit B attached hereto (the “Real
Property”).
1.03 The County has previously issued its $5,910,000 General Obligation Bonds,
Series 2007 (Northern Lights Health Care Center Project), dated December 5, 2007 (the
“2007 Bonds”). The 2007 Bonds were authorized and issued pursuant to Wisconsin
Statutes, Chapter 67 and Section 67.04, to (i) refund on a current refunding basis the
outstanding principal balance of the $1,015,000 Nursing Home Refunding Revenue
Bonds, Series 2004 (the “2004 Bonds”) of the County issued for the public purpose of
improving the Facility, and (ii) to finance an addition to and improvements to the
Facility, including the construction and equipping of an approximately 20,000 square
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foot addition to the Facility for a 16-unit memory care community based residential
facility, for a therapy suite providing physical therapy, occupational therapy and speech
language pathology services, and for other uses related and ancillary and the remodeling
and renovation of the Facility.
1.04 The Board hereby determines that it is necessary and desirable that the
County issue and sell its General Obligation Refunding Bonds, Series 2017A (Northern
Lights Health Care Center Project) in the approximate amount of $4,100,000 (the
“Bonds”), to refund on a current refunding basis the 2017 through 2027 maturities of the
2007 Bonds, in the total outstanding principal amount of $4,280,000 which is hereby
called for prepayment and redemption on October 1, 2017 (the “Refunded Bonds”) and
to pay the costs of issuance of the Bonds. The Refunded Bonds were allocated to the
financing of the addition and related improvements and not to the refunding of the
2004 Bonds. The sale of the Bonds shall be contingent upon favorable market
conditions, as determined by the Administrator, as further described below.
1.05 The Facility, including the 2007 addition and related improvements thereto
and the Real Estate is presently leased to Northern Lights Services, Inc. (formerly known
as Bayfield County Memorial Hospital, Inc.), a Wisconsin non-stock, nonprofit
corporation (the “Company”), pursuant to an Amended and Restated Lease dated
December 5, 2007, between the County and the Company. The Company is exempt
from federal income tax pursuant to the provisions of Sections 501(a) and 501(c)(3) of
the Internal Revenue Code of 1986, as amended (the “Code”). (This lease, as a part of
this financing, shall be amended as provided for in Section 8 hereof.) As required by
Section 147(f) of the Code, the County has held, on July 25, 2017, a public hearing on
the issuance of the Bonds.
1.06 The Board hereby finds and determined as follows:
(a) The Bonds shall be dated the date of issuance and shall be bear interest at
the rates determined by the successful proposer. Interest shall be payable on June 1 and
December 1 (each an “Interest Payment Date”) commencing on June 1, 2018.
(b) The Bonds shall mature on the dates and in the amounts set forth in the
Notice of Sale of the Bonds attached hereto as Exhibit A (as may be adjusted) (the
“Notice of Sale”) and as described in a Certificate as to Terms of Bond Sale and Levy of
Taxes to be executed by the Administrator; provided, however, the final maturity of the
Bonds shall not be later than June 1, 2027. The County, through the Administrator,
reserves the right to issue or to not issue the Bonds based on applicable market
conditions.
1.07 The Notice of Sale is approved, subject to the changes permitted below.
Bids for the Bonds will be received on a date and time determined by the Administrator
on the terms and conditions set forth in the Notice of Sale, which terms and conditions
may be modified by the Administrator after consulting with the County’s municipal
advisor, based on market conditions, so long as the sale of the Bonds occurs before
August 29, 2017, so long as the true interest cost of the Bonds does not exceed 2.64%
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and so long as the net cash flow (future value) savings from the refunding of the
Refunded Bonds exceeds $350,000. The Board hereby delegates to the Chair, the Clerk
(or in their absence, the Vice-Chair or Deputy Clerk) and the Administrator authority to
consider the bids and award the sale of the Bonds, and upon acceptance of the best bid
meeting the requirements of this resolution, the Chair, the Clerk (or in their absence, the
Vice-Chair or Deputy Clerk) and the Administrator shall execute on behalf of the County
an agreement to sell the Bonds to the successful bidder.
Section 2. Terms of the Bonds.
2.01 A. The Bonds maturing in the years 2018 through 2024 shall not be subject
to redemption and prepayment before maturity, but those maturing in the year 2025
and subsequent years shall be subject to redemption and prepayment at the option of
the County on June 1, 2024, and on any day thereafter, in whole or in part, and if in
part, at the option of the County and in such manner as the County shall determine.
B. The Bonds are subject to optional redemption, in whole or in part, in case
of damage to or destruction or condemnation of the Facility, as provided in Section 2.10
hereof.
C. The Bonds are subject to optional redemption, in whole but not in part,
upon the occurrence of a Determination of Taxability, as described in Section 2.11 hereof,
that interest on the Bonds is subject to federal income taxation under Section 103 and
related sections of the Internal Revenue Code of 1986, as amended (the “Code”) and
regulations thereunder, at a redemption price equal to par plus accrued interest. Accrued
interest shall include additional interest at the increased rate provided in Section 2.11
hereof for the period between the Date of Taxability and the date of redemption. The
date of redemption shall be established by the County as provided in Section 2.11 hereof,
upon notice as provided herein.
D. If less than all the Bonds of a maturity are called for redemption, the
County will notify The Depository Trust Company, Jersey City, New Jersey (“DTC”) of
the particular amount of such maturity to be prepaid. DTC will determine by lot the
amount of each participant’s interest in such maturity to be redeemed and each
participant will then select by lot the beneficial ownership interest in such maturity to be
redeemed. All prepayments shall be at a price equal to the principal amount thereof plus
accrued interest. No more than 60 days and no fewer than 30 days prior to the date
fixed for redemption and prepayment of any Bonds, notice of redemption shall be
mailed to each registered owner of a Bond to be redeemed, at the address shown on the
registration books of the County.
2.02 Interest will be computed upon the basis of a 360-day year of twelve 30-
day months and will be rounded pursuant to the rules of the Municipal Securities
Rulemaking Board. The County Treasurer shall make all interest payments with respect
to the Bonds by check or draft mailed to the registered owners of the Bonds shown on
the registration records maintained by the County Clerk at the close of business on the
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15th day (whether or not on a business day) of the month next preceding the Interest
Payment Date at such owners’ addresses shown on such registration records.
2.03 A. The Bonds shall be prepared for execution in accordance with the
approved form and shall be signed by the manual or facsimile signature of the
Chairperson and attested by the manual signature of the County Clerk. In case any
officer whose signature shall appear on the Bonds shall cease to be an officer before
delivery of the Bonds, such signature shall nevertheless be valid and sufficient for all
purposes, as if he or she had remained in office until delivery.
B. The County Clerk is authorized and directed to obtain the approving legal
opinion of Fryberger, Buchanan, Smith & Frederick, P.A., Duluth, Minnesota, which is to
be attached to each Bond.
2.04 A. In order to make the Bonds eligible for the services provided by DTC,
the County has previously agreed to the applicable provisions set forth in the Blanket
Issuer Letter of Representations which has been executed by the County and DTC (the
“Representation Letter”).
B. All of the Bonds shall be registered in the name of Cede & Co., as nominee
for DTC. Payment of interest on and principal of any Bond registered in the name of
Cede & Co. shall be made by wire transfer or New York Clearing House or equivalent
same day funds by 10:00 a.m. CT or as soon thereafter as possible thereafter to the
account of Cede & Co. on each Interest Payment Date at the address indicated in or
pursuant to the Representation Letter.
C. Additional matters with respect to, among other things, notices, consents
and approvals by bond holders and payments on the Bonds are set forth in the
Representation Letter.
2.05 The County Clerk, as the bond registrar, shall keep books for the
registration and for the transfer of the Bonds. Any Bond may be transferred by the
registered owner thereof by surrender of the Bond at the office of the County Clerk, duly
endorsed for the transfer for accompanied by an assignment duly executed by the
registered owner or his attorney duly authorized in writing. Upon such transfer, the
Chairperson and the County Clerk shall execute and deliver in the name of the transferee
or transferees a new Bond or Bonds of a like aggregate principal amount, series and
maturity, and the County Clerk shall record the name of each transferee in the
registration book. No registration shall be made to bearer. The County Clerk shall
cancel any Bond surrendered for transfer. The County shall cooperate in any such
transfer, and the Chairperson and the County Clerk are authorized to execute any new
Bond or Bonds necessary to effect such transfer.
2.06 Each Bond delivered upon transfer of or in exchange for or in lieu of any
other Bond shall carry all of the rights to interest, accrued and unpaid and to accrue,
which are carried by such other Bond. Each Bond shall be dated by the County Clerk as
of the date of its execution. The County shall not be required to make any transfer or
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exchange of any Bonds called for redemption or to make any such exchange or transfer
of the Bonds during the 15 days next preceding the date of the first publication or the
mailing (if there is no publication) of notice of redemption in the case of a proposed
redemption of the Bonds.
2.07 The County may treat the person in whose name any Bond is registered as
the owner of such Bond for the purpose of receiving payment of principal of and interest
on such Bond and for all other purposes whatsoever, whether or not such Bond be
overdue, and the County shall not be affected by notice to the contrary. All such
payments shall be valid and effectual to satisfy and discharge the liability upon such Bond
to the extent of the sum or sums so paid.
2.08 The principal of and interest on the Bonds shall be payable by the County
Treasurer in such funds as are legal tender for the payment of debts due the United States
of America.
2.09 Delivery of the Bonds and payment of the purchase price shall be made at
a place mutually satisfactory to the County and the Purchaser. Executed Bonds shall be
furnished by the County without cost to the Purchaser. The Bonds, when prepared in
accordance with this Resolution and executed, shall be delivered by or under the
direction of the County Treasurer to the Purchaser thereof upon receipt of the purchase
price plus accrued interest.
2.10 A. The County shall have the option to redeem and prepay the Bonds, in
whole or in part, in the event of (i) total damage to or destruction of the Facility or
substantially all of the Facility by any casualty; or (ii) the condemnation of all or
substantially all of the Facility. The County shall have six months after the date of such
casualty or the date of taking to make an election to redeem the Bonds.
B. If the County makes such election to redeem, the outstanding Bonds to be
redeemed shall be redeemed on the next date for which due notice can be given or any
date thereafter at a redemption price of par plus accrued interest.
2.11 A. If a Determination of Taxability is made, the Bonds shall bear additional
interest at a rate of two percent per annum from the Date of Taxability until the
respective dates on which the principal of the Bonds is paid. Such additional interest
shall be payable semiannually to the owners of the Bonds on each regular semiannual
interest payment date following the Determination of Taxability. Additional interest for
the period from the Date of Taxability to the first regular semiannual interest payment
date following the Determination of Taxability (or, if earlier, the respective dates of
payment or redemption of bonds) shall be payable to the owners of the Bonds (or with
respect to the Bonds paid or redeemed after the Date of Taxability, the respective
owners at the respective dates of payment and redemption) or other persons entitled
thereto, as reflected in the registration records maintained by the Fiscal Agent, on the first
regular semiannual interest payment date following the Determination of Taxability.
Notwithstanding any provisions herein to the contrary, if a Determination of Taxability
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should occur, any monetary damages or loss resulting from or incident thereto shall be
limited to the additional interest rate on the Bonds provided for by this Section 2.11A.
B. In the event such a Determination of Taxability is made, at the option of
the County, the outstanding Bonds may be redeemed, in whole but not in part, on the
next date for which due notice can be given and any date thereafter at a redemption
price of par plus accrued interest (including additional interest from the Date of
Taxability).
C. “Determination of Taxability” as described in the foregoing paragraphs
shall mean a Notice of Deficiency issued by the Internal Revenue Service or a final
decision of a court of competent jurisdiction to the effect that interest on the Bonds is
includable in the gross income of the recipient under Section 103 of the Code, related
sections and regulations thereunder, as in effect from time to time, provided that such
event shall not be deemed a Determination of Taxability until after the period, if any, for
contest or appeal of such Notice of Deficiency or decision by the bondholders, the
County or any other interested party has expired without any such contest or appeal
having been properly instituted. A determination that interest on the Bonds is includable
in the computation of any alternative minimum tax is not a Determination of Taxability.
“Date of Taxability” shall mean that date as of which the interest on the Bonds shall be
so determined to be includable in the gross income of the owners thereof; provided that
no Bond shall bear additional interest for any period for which the statute of limitations
shall be a bar to the assertion or collection of a deficiency of federal income taxes from
the owner of such Bond.
Section 3. Form of the Bonds.
3.01 The Bonds shall be typewritten or printed in substantially the following
form:
UNITED STATES OF AMERICA
STATE OF WISCONSIN
BAYFIELD COUNTY
R-__ $_______
GENERAL OBLIGATION REFUNDING BOND, SERIES 2017A
(NORTHERN LIGHTS HEALTH CARE CENTER PROJECT)
Rate Maturity Date Date of Original Issue CUSIP
____% June 1, ____ September ___, 2017
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT: DOLLARS
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Bayfield County, Wisconsin (the “County”), for value received, promises to pay to the
registered owner specified above, or registered assigns, the principal amount specified
above, on the maturity date specified above, and to pay interest on said principal
amount to the registered owner hereof from the Date of Original Issue set forth above,
or from the most recent Interest Payment Date to which interest has been paid or duly
provided for, until the principal amount is paid, said interest being at the rate per annum
specified above. Interest is payable semiannually on June 1 and December 1 of each year
(each referred to herein as an “Interest Payment Date”) commencing on June 1, 2018.
Both principal hereof and interest hereon are payable in lawful money of the United
States of America by check or draft from the office of the County Treasurer. The County
Treasurer shall make all interest payments with respect to this Bond directly to the
registered owner hereof shown on the bond registration records maintained on behalf of
the County by the County Clerk at the close of business on the 15th day of the month
next preceding the Interest Payment Date (whether or not a business day) at such
owner’s address shown on said bond registration records, without, except for payment
of principal on the Bond, the presentation or surrender of this Bond, and all such
payments shall discharge the obligation of the County to the extent of the payments so
made. Payment of principal shall be made when due upon presentation and surrender
of this Bond to the County Treasurer. For the prompt and full payment of such principal
and interest as they become due, the full faith and credit and resources of the County are
irrevocably pledged.
This Bond is one of a series issued by the County in the aggregate amount of
$____________, all of like date and tenor, except as to number, maturity date,
denomination, redemption privilege and interest rate, pursuant to the authority
contained in Wisconsin Statutes, Chapter 67, and all other laws thereunto enabling, and
pursuant to an authorizing resolution adopted by the governing body of the County on
July 25, 2017, the award of the sale of the Bonds by the authorized officers of the
County, as evidenced by the Certificate as to Terms of Bond Sale and Levy of Taxes
dated _________, 2017 (the “Resolution”), to (i) to refund on a current refunding basis
the 2017 through 2027 maturities of the County’s $5,910,000 General Obligation Bonds,
Series 2007 (Northern Lights Services, Inc. Project). The Bonds are payable from the
2017A General Obligation Bonds Debt Service Account in the County’s Debt Service
Fund and a direct annual ad valorem tax has been levied upon all of the taxable
property within the County, as set forth in the Resolution to which reference is made for
a full statement of rights and powers thereby conferred.
In the event of a Determination of Taxability, as defined in the Resolution, to the
effect that interest on the Bonds is includable in gross income for purposes of federal
income taxation under Section 103 and related Sections of the Internal Revenue Code
and regulations thereunder, this Bond shall bear additional interest from the Date of
Taxability (as defined in the Resolution) to the date of payment of the principal hereof at
an additional rate of interest equal to two percent per annum, for an aggregate rate of
interest two percent per annum higher than the interest rate set forth above, payable
semiannually as more fully set forth in the Resolution. Any monetary damages or loss
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resulting from or incident to a Determination of Taxability shall be limited to such
additional interest on the Bonds.
This Bond has been designated by the County as a “qualified tax-exempt
obligation” for purposes of Section 265(b)(3) of the Internal Revenue Code of 1986, as
amended.
The Bonds maturing in the years 2018 through 2024 shall not be subject to
redemption and prepayment before maturity, but those maturing in the year 2025 and
in subsequent years shall be subject to redemption and prepayment at the option of the
County on June 1, 2024, and on any day thereafter, in whole or in part, and if in part at
the option of the County and in such manner as the County shall determine and by lot as
to Bonds maturing in the same year, at a price of par plus accrued interest to the
redemption date.
The Bonds are also subject to optional redemption at par and accrued interest, in
whole or in part, on any date, in certain events of damage to or destruction or
condemnation of the Facility, and in whole but not in part, on any date in the event of a
Determination of Taxability, are subject to optional redemption on the next date for
which due notice can be given and any date thereafter as provided in the Resolution.
Not more than 60 days and no fewer than 30 days prior to the date fixed for
redemption and prepayment of any Bonds, notice of redemption shall be mailed to each
registered owner of a Bond to be redeemed. If any Bond is redeemed in part, upon
surrender of the Bond being redeemed, the County shall deliver or cause to be delivered
to the registered owner of such Bond a Bond in like form in the principal amount equal
to that portion of the Bond so surrendered not being redeemed.
9. The Bonds of this series are issued as fully registered bonds without
coupons, in the denomination of $5,000 or any integral multiple thereof. Subject to
limitations in the Resolution, the County will, at the request of the registered owner,
issue one or more new fully registered Bonds in the name of the registered owner in the
aggregate principal amount equal to the unpaid principal balance of this Bond, all of like
tenor except as to number and principal amount. Subject to limitations in the
Resolution, this Bond is transferable by the registered owner hereof upon surrender of
this Bond for transfer at the office of the Fiscal Agent, duly endorsed or accompanied by
a written instrument of transfer in form satisfactory to the Fiscal Agent and executed by
the registered owner hereof or the owner’s attorney duly authorized in writing.
Thereupon the County shall execute and the Fiscal Agent shall authenticate and deliver,
in exchange for this Bond, one or more new fully registered bonds in the name of the
transferee of an authorized denomination, in an aggregate principal amount equal to the
unpaid principal amount of this Bond, of the same maturity, and bearing interest at the
same rate.
10. IT IS CERTIFIED AND RECITED that all acts and conditions required by the
Constitution and laws of the State of Wisconsin to be done and to exist precedent to and
in the issuance of this Bond, in order to make it a valid and binding general obligation of
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the County in accordance with its terms, have been done and do exist in form, time and
manner as so required; that all taxable property within the limits of the County is subject
to the levy of ad valorem taxes to the extent needed to pay the principal hereof and the
interest hereon when due, without limitation as to rate or amount and that the issuance
of this Bond does not cause the indebtedness of the County to exceed any constitutional
or statutory limitation.
11. IN WITNESS WHEREOF, Bayfield County, Wisconsin, by its governing
body, has caused this Bond to be executed in its name by the signatures of the
Chairperson and the County Clerk and its corporate seal or a true facsimile thereof to be
impressed or imprinted hereon, all as of the date of original issue specified above.
ATTEST:
(form-no signature required) (form - no signature required)
County Clerk Chairperson
(SEAL)
BOND COUNSEL OPINION
I certify that the above is a full, true and correct copy of the legal opinion rendered by
Bond Counsel on the issuance of the Bonds, dated as of the date of original delivery of
and payment for the Bonds.
______________________________
County Clerk
REGISTRATION CERTIFICATE
This Bond must be registered as to both principal and interest in the name of the owner
on the books to be kept by the County Clerk. No transfer of this Bond shall be valid
unless made on said books by the registered owner or the owner’s attorney thereunto
duly authorized and similarly noted on the registration books. The ownership of the
unpaid principal balance of this Bond and the interest accruing thereon is registered on
the books of the County Clerk in the name of the registered owner last noted below.
Date Registered Owner Signature of County Clerk
__/__/2017 Cede & Co.
c/o The Depository
Trust Company
570 Washington Blvd.
Jersey City, NJ 07310
Federal Taxpayer I.D.
No.: 13-2555119
(form-no signature
needed)
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned sells, assigns, and transfers unto ___
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(Name and Address of Assignee)
_________________________ Social Security or other
_________________________ Identifying Number of Assignee
the within Bond and all rights thereunder and does hereby irrevocably constitute and
appoint _________________________________________________ attorney to transfer the
said Bond on the books kept for registration thereof with full power of substitution in
the premises.
Dated: ________________________.
NOTICE: The signature of this assignment must correspond with the name of the
registered owner as it appears upon the face of the within Bond in every particular,
without alteration or enlargement or any change whatsoever.
Signature Guaranteed:
______________________________
(Bank, Trust Company, member of
National Securities Exchange)
Unless this Bond is presented by an authorized representative of The Depository Trust
Company, a New York corporation (“DTC”), to the County or its agent for registration
of transfer, exchange, or payment, and any Bond issued is registered in the name of Cede
& Co. or in such other name as is requested by an authorized representative of DTC (and
any payment is made to Cede & Co. or to such other entity as is requested by an
authorized representative of DTC), ANY TRANSFER, PLEDGE, OR OTHER USE HEREOF
FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS WRONGFUL, inasmuch as the
registered owner hereof, Cede & Co., has an interest herein.
Section 4. Redemption of the Refunded Bonds.
4.01 2007 General Obligation Bonds.
A. Proceeds of the Bonds in the amount of $4,015,021.00 are hereby
irrevocably appropriated to the 2007 Bonds Debt Service Account within the County’s
Debt Service Fund (the “2007 Bonds Debt Service Account”), which funds and the
monies previously appropriated and deposited in the 2007 Bonds Debt Service Account
($322,364.00) shall be segregated and shall constitute a separate trust fund to be used
for no purpose other than the prepayment and redemption of the Refunded Bonds
maturing on and after December 1, 2017, on October 1, 2017 (the “Redemption Date”).
Such proceeds, together with the other monies on deposit in the 2007 Bonds Debt
Service Account, may be invested only in direct obligations of the United States of
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America maturing in time to pay the principal of and interest on the entire outstanding
Refunded Bonds on the Redemption Date.
B. It is hereby found and determined that the proceeds of the Bonds in the
amount of $4,015,021.00, together with funds on deposit in the 2007 Bonds Debt
Service Account in the amount of $322,364.00, will be sufficient to prepay and redeem
the outstanding principal ($4,280,000.00) of the Refunded Bonds maturing on and after
December 1, 2017, and interest thereon ($57,385.00), on the Redemption Date.
C. The County Clerk or the designee thereof is hereby authorized and directed
to send the Notice of Call for Redemption attached hereto as Exhibit C to the holders of
the Refunded Bonds to be redeemed, in accordance with its terms and in accordance
with the Representation Letter.
D. The County Clerk or the designee thereof is hereby authorized and directed
to cause to be provided a material event notice regarding the Refunded Bonds in
accordance with the Limited Continuing Disclosure Certificate of the County dated
December 5, 2007, and delivered in connection with the 2007 Bonds.
E. There is hereby appropriated any balance of the monies in the 2007 Bonds
Debt Service Account to the Debt Service Account after payment of the Refunded Bonds.
Section 5. Debt Service Fund.
5.01 Debt Service Fund. There is hereby established in the treasury of the
County, if it has not already been created, a debt service fund separate and distinct from
every other fund (the “Debt Service Fund”), which shall be maintained in accordance
with generally accepted accounting principles. Sinking funds established for obligations
previously issued by the County may be considered as separate and distinct accounts
within the Debt Service Fund. There shall be maintained in the Debt Service Fund a
separate account, to be designated the 2017A General Obligation Bonds Debt Service
Account.
5.02 The 2017A General Obligation Bonds Debt Service Account. To the 2017A
General Obligation Bonds Debt Service Account (the “Debt Service Account”) there is
hereby pledged and irrevocably appropriated and there shall be credited: (1) all
collections of all taxes levied herein for the payment of the Bonds and interest thereon;
(2) all investment earnings on funds in the Debt Service Account; (3) accrued interest, if
any, received upon delivery of the Bonds; (4) any balance remaining in the debt service
account created for the 2007 Bonds after payment of all principal and interest on the
2007 Bonds on October 1, 2017; (5) the rounding amount, if any; and (6) any and all
other monies which are properly available and are appropriated by the Board to the
Debt Service Account, and any further deposits as may be required by Section 67.11 of
Wisconsin Statutes. The amount of any surplus remaining in the Debt Service Account
when the Bonds and interest thereon are paid shall be used to reduce the amount of
taxes levied herein. No money shall be withdrawn from the Debt Service Account and
appropriated for any purpose other than the payment of principal of and interest on the
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Bonds until all such principal and interest has been paid in full and canceled; provided
(i) the funds to provide for each payment of principal of and interest on the Bonds prior
to the scheduled receipt of taxes from the next succeeding tax collection may be invested
in direct obligations of the United States of America maturing in time to make such
payments when they are due; and (ii) any funds over and above the amount of such
principal and interest payments on the Bonds may be used to reduce the next succeeding
tax levy, or may, at the option of the County, be invested by purchasing the Bonds as
permitted by and subject to Section 67.11(2)(a), Wisconsin Statutes, in interest bearing
obligations of the United States of America, or in other obligations of the County, which
investments shall continue to be a part of the Debt Service Account. When all of the
Bonds have been paid in full and cancelled, and all permitted investments disposed of,
any money remaining in the Debt Service Account shall be deposited in the general fund
of the County, unless the Board directs otherwise.
5.03 The Board covenants and agrees that the full faith and credit and resources
of the County are hereby irrevocably pledged for the prompt and full payment of the
principal of and interest on the Bonds as such principal and interest respectively become
due, and the Board will levy upon all taxable property within the County and cause to
be extended, assessed, and collected, any taxes found necessary for full payment of the
principal of and interest on the Bonds, without limitation as to rate or amount.
5.04 A. For the purpose of paying the principal of and interest on the Bonds as
the same become due, the full faith, credit and resources of the County are hereby
irrevocably pledged and there hereby is levied on all the taxable property in the County
a direct, annual, irrepealable tax in such years and in such amounts as are sufficient to
meet such principal and interest payments when due; said tax is hereby levied in the
years and in the minimum amounts to be shown on the Certificate as to Terms of Bond
Sale and Levy of Taxes, which is incorporated by reference as though fully set forth
herein.
B. The County shall be and continue to be without power to repeal such levy
or obstruct the collection of said tax until all such payments have been made or provided
for. After the issuance of the Bonds, said tax shall be, from year to year, carried into the
tax rolls of the County and collected as other taxes are collected, provided that the
amount of tax carried into said tax rolls may be reduced in any year by the amount of
any surplus money in the Debt Service Account created in Section 5.02 hereof.
5.05 The County authorizes the Purchaser to forward proceeds of the Bonds
allocable to the payment of issuance expenses to KleinBank, Chaska, Minnesota, on the
date of closing and delivery of the Bonds (the “Closing Date”) for further distribution as
directed by the County’s municipal advisor, Ehlers & Associates, Inc. and as set forth in
the officers’ certificate provided to the Purchaser on the Closing Date.
Section 6. Certificate of Proceedings.
6.01 The officers of the County are authorized and directed to prepare and
furnish to the Purchaser and to bond counsel certified copies of all proceedings and
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records of the County relating to the authorization and issuance of the Bonds and other
affidavits and certificates as may reasonably be requested to show the facts relating to the
legality and marketability of the Bonds as such facts appear from the official books and
records of the officers’ custody or otherwise known to them. All of such certified copies,
certificates and affidavits, including any heretofore furnished, constitute representations
of the County as to the correctness of facts recited therein and the actions stated therein
to have been taken.
6.02 The Chairperson and the County Clerk are hereby authorized and directed
to certify that they have examined the Official Statement prepared and circulated in
connection with the issuance and sale of the Bonds and that to the best of their
knowledge and belief the Official Statement is a complete and accurate representation of
the facts and representations made therein as of the date of the Official Statement.
6.03 The County Clerk shall provide and keep a separate record book and shall
record a full and correct statement of entry step or proceeding had or taken in the course
of authorizing and issuing the Bonds.
6.04 In the event of the absence or disability of the Chairperson, Clerk or
Treasurer, such officers of the County or members of the Board as in the opinion of the
County’s attorney may act in their behalf shall, without further act or authorization,
execute and deliver the Bonds, and do all things and execute all instruments and
documents required to be done or executed by such absent or disabled officers.
Section 7. Tax Covenants.
7.01 A. The County covenants and agrees with the holders of the Bonds that
the County will (i) take all action on its part necessary to cause the interest on the Bonds
to be exempt from federal income taxes including, without limitation, restricting, to the
extent necessary, the yield on investments made with the proceeds of the Bonds and
investment earnings thereon, making required payments to the federal government, if
any, and maintaining books and records in a specified manner, where appropriate, and
(ii) refrain from taking any action which would cause interest on the Bonds to be subject
to federal income taxes, including, without limitation, refraining from spending the
proceeds of the Bonds and investment earnings thereon on certain specified purposes.
Based on representations of the Company, the Bonds will be “private activity bonds”
within the meaning of Section 141(a) and “qualified 501(c)(3) bonds” within the meaning
of Section 145 of the Code. The Company will represent in the Lease to do those things
necessary to establish or preserve the exception of interest on the Bonds and not to use
or to permit the use of the Facility in a manner that the Bonds cease to be “qualified
501(c)(3) bonds” within the meaning of Section 145 of the Code.
B. The proceeds of the Refunded Bonds have been totally expended for the
governmental purpose for which they were issued; the gross proceeds of the Bonds will
be totally expended for the purpose of refunding the outstanding principal amount of
the Refunded Bonds and interest thereon and paying the costs of issuance of the Bonds
within six months of the date of issuance of the Bonds. Therefore, no rebate of arbitrage
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profit is required under the Code pursuant to Section 148(f)(4)(B) of the Code under
Regulation Section 1.148-9(h).
C. In order to qualify the Bonds as “qualified tax-exempt obligations” within
the meaning of Section 265(b)(3) of the code, the County hereby makes the following
factual statements and representations:
(i) based upon representations of the Company, the Bonds, when
issued, will be qualified 501(c)(3) bonds under Section 145 of the Code;
(ii) the County hereby designates the Bonds as “qualified tax-exempt
obligations” for purposes of Section 265(b)(3) of the Code;
(iii) the reasonably anticipated amount of tax-exempt obligations (other
than private activity bonds, treating qualified 501(c)(3) bonds as not being private
activity bonds) which will be issued by the County (and all entities whose
obligations will be aggregated with those of the County) during the calendar year
in which the Bonds were issued will not exceed $10,000,000; and
(iv) not more than $10,000,000 of obligations issued by the County
during the calendar year in which the Bonds were issued have been designated for
the purposes of Section 265(b)(3) of the Code.
D. The County shall use its best efforts to comply with any federal procedural
requirements which may apply in order to effectuate the designation made by this
section.
Section 8. Approval of Amended and Restated Lease. It is the intent of the
County and the Company to amend and restate the Amended and Restated Lease dated
as of December 5, 2007, between the County and the Company to provide for the
acknowledgement of the refunding of the 2007 Bonds, the issuance of the Bonds and
provide for amended terms of the Lease. Such amendment shall be approved by the
Company and the County prior to issuance and delivery of the Bonds.
Section 9. Continuing Disclosure. The County acknowledges that the Bonds
are subject to the continuing disclosure requirements of Rule 15c2-12 promulgated by the
Securities and Exchange Commission under the Securities Exchange Act of 1934 (17 C.F.R.
§ 240.15c2-12) (the “Rule”). The Rule governs the obligations of certain underwriters to
require that issuers of municipal bonds enter into agreements for the benefit of the
bondholders to provide continuing disclosure with respect to such bonds. To provide for
the public availability of certain information relating to the Bonds and the security
therefor and to permit underwriters of the Bonds to comply with the Rule, which will
enhance the marketability of the Bonds, the Chairperson and the County Clerk are
hereby authorized and directed to execute a Limited Continuing Disclosure Certificate
substantially in the form of the Certificate currently on file in the office of the County.
Section 10. Post-Issuance Compliance Policy and Procedures. The Board has
been provided with a Post-Issuance Debt Compliance Policy and Post-Issuance Debt
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Compliance Procedures which shall apply to qualifying obligations to provide for
compliance with all applicable federal regulations for tax-exempt obligations or tax-
advantaged obligations (collectively, the “Policy and Procedures”). The Board hereby
approves the Policy and Procedures for the Bonds. The County Clerk is designated to be
responsible for post-issuance compliance in accordance with the Policy and Procedures.
Adopted July 25, 2017.
By Action of the
Bayfield County Board of Supervisors
Dennis M. Pocernich, Chairman
A motion was made by Bussey/Crandall to adopt Bayfield County Resolution No.
2017-44, Providing for the Issuance, Sale and Delivery of General Obligation
Refunding Bonds, Series 2017A (Northern Lights Health Care Center Project), of
Bayfield County, WI; Establishing the Terms and Conditions Thereof; Creating a Debt
Service Account Therefore; and Providing for Awarding the Sale Thereof. Discussion
took place. A roll call vote was taken as follows: Fickbohm-yes; Maki-yes; Oswald-
yes; Silbert-yes; Pocernich-yes; Strand-yes; Williams-absent; Coughtry-yes; Miller-
absent; Crandall-yes; Rondeau-absent; Goodwin-absent; Bussey-yes. Total 13: 9 yes,
0 no, 4 absent. The motion carried.
8. Administrator’s Report:
a) Future County Board Meeting Dates:
✓ August 9 @ 4:30; Aug 29th, Sept. 19th, October 31st;
b) 2018 Budget Update was given.
c) An update on County projects was given; paving projects are being worked
on; the communications tower is hoped to be completed by the end of
August. The Courthouse dome looks great and is hoped to be completed
next week.
9. Supervisors’ Reports: None.
There being no further business to come before the Bayfield county Board of
Supervisors, Chairman adjourned the meeting at 8:43 pm.
Respectfully submitted,
Scott S. Fibert,
Bayfield County Clerk
SSF/dmb