TranscriptTRANSCRIPT OF PROCEEDINGS
AUTHORIZING THE ISSUANCE
OF
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
DATED MAY 1,2010
Legal Opinion
Gdmore & Bell, P.C.
Kansas City,
Missouri
CITY OF SALINA, KANSAS
$6,875,000
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
DATED MAY 1,2010
CLOSING LIST
Copies of the transcript of proceedings for the above referenced issue (the “Bonds”), will be
prepared and distributed as follows:
1. City of Salina, Kansas (the “Issuer”)
2. Attorney General of the State of Kansas
3. Country Club Bank, Prairie Village, Kansas (the “Original Purchaser”)
4. George K. Baum & Co., Kansas City, Missouri (‘[Financial Advisor”)
5. Gilmore & Bell, P.C., Kansas City, Missouri (“Bond Counsel”)
PROCEEDLNGS AUTHORIZING THE MPROVEMENTS
1. Landfill, Cell 5 Construction
2. Bicentennial Center Renovation
3. Fire Station #1 Renovation
4. Scoular Addition
5. Stone Creek Addition
PROCEEDINGS AUTHORIZING THE SALE
AND ISSUANCE OF THE BONDS
6. Excerpt of Minutes of the governing body meeting evidencing adoption of Resolution No.
104718
7. Resolution No. 10-6718 authorizing the offering for sale of the Bonds
8. Notice of Bond Sale, Preliminary Official Statement and Certificate Deeming Preliminary
Official Statement Final
i
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
Affidavit of publication of the Summary Notice of Bond Sale in the Salina Journal
Affidavit of publication of the Summary Notice of Bond Sale in the Kansas Register
Official Statement
Excerpt
of Minutes of the governing body meeting evidencing opening of the bids,
acceptance of the best bid of the Ongmal Purchaser and passage of Ordinance No. 10-
10540 and adoption of Resolution No. 10-6726
Ordinance No. 10-1 0540 authorizing the issuance of the Bonds
Affidavit of publication of Ordinance
No. 10-10540
Resolution No. 10-6726 prescribing the form and details of the Bonds
REFUNDING DOCUMENTS
Ordinance and Resolution authonzing Refunded Bonds
Notice of Redemption; Material Event Notice
CLOSING DOCUMENTS
Transcript Certificate with attached Statement of Costs
Uniform Facsimile of Signature Certificate
Specimen Bond
Agreement Between Issuer and Agent
DTC Documents
Blanket Letter of Representations
Underwriting Safekeeping Agreement
Rating Letters
Closmg Certificate
Exhibit A - Continumg Disclosure Instructions
.. 11
25. Federal Tax Certificate with attachments as follows:
ExlzibitA - Internal Reveriue Service Form 8038-G and evidence of filing
Exhibit B - Receipt for Purchase Price
Exhibit C - Receipt and Representation
Exhibit D - Descnption of Propeity Comprising the Financed Improvements
Schedule I - Debt Service Schedule & Proof of Yield
26. Certificate of Financial Advisor
LEGAL OPINIONS
27.
28.
Approving legal opinion of Gilmore & Bell, P.C.
Approval letter
of Attorney General
MISCELLANEOUS DOCUMENTS
29, Closing Letter
30. Letter from Kansas State Treasurer Confirmation Registration Number
*****
...
ill
LANDFILL, CELL 5 CONSTRUCTION
(Published in the Salina Journal on August /4 and A/ , 2009)
RESOLUTION NUMBER 09-6648
A RESOLUTION PROVIDING FOR THE ISSUANCE OF APPROXIMATELY
$1,600,000 OF TEMPORARY NOTES AND/OR GENERAL OBLIGATION BONDS
OF THE Cl"Y OF WA, KANSAS TO FINANCE IMPROVEMENTS TO THE
CITY'S SOD WASTE FACILITY.
WHEREAS, the City of Salina, Kansas (the "City"), collects and disposes of solid waste as a
municipal function under the laws of the State of Kansas, including K.S.A. 12-2101 e! seq. (the "Act); and
WHEREAS, the governing body of the City hereby fmds and determines that it is necessary to make
impro&ments to the City's solid waste facility (the "Project") and that the City lias insufficient funds to pay foi
the entire cost of the Project at the present time; and
WHEREAS, the City hereby finds and determines that it is necessary for the City to issue its
temporary notes and/or general obligation bonds (the "Obligations") to pay the cost of the Project;
NOW, THEREFORE, BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF
SALINA, KANSAS, AS FOLLOWS
Section 1. It is hereby deemed and declared to be necessary for the City to make improvements to
the City3 solid waste facility.
Section 2. It is necessary for the City to issue its Obligations to pay the costs of the Project in the
amount of approximately $1,600,000 plus the costs of issuance and interest on any temporary financing under
the authority of the Act and
K.S.A. 10-10hfseq.
Section 3. Before issuing the Obligations, this resolution shall be published once each week for
two consecutive weeks in the official City newspaper. The Obligations may be issued unless a petition in
opposition thereto. tiled by not less than 5% of the electors of the City, is tiled with the County Election Officer
of Saline County within
30 days following the second publication of the resolution. If such petition is tiled, the
governing body of the City shall submit the question of the issuance of the Obligations for the Project to the
electors of the City at an election called for such purpose as provided in the Act. If no sufficient petition is
filed with the County Election Officer of Saline County within the period of time hereinbefore stated, then the
governing body of the City shall proceed with the issuance of the Obligations for the Project.
Section 4. The City has incurred preliminary expenditures and expects to make expenditures on
and after the date of adoption of this resolution in connection with the Project, and intends to reimburse itself
for such expenditures with the proceeds of the Obligations of the City which are expected to be issued in the
maximum principal amount of $1,600,000 plus the costs of issuance and interest on any temporary financing.
Section 5.'
ADOPTED by the Governing Body on August 10,2009.
That this resolution shall be in full force and effect from and after its adoption.
Lieu AM Elsey, City Clerk
Commission
Action #
09-79 13
09-79
14
09-7924
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
August 10,2009
4:OO p.m.
The City Commission convened at 2:30 p.m. in a. Study Session on the
20 10 Budget: Issues and Options.
The Regular Meeting of the Board of Commissioners was called to order at 4:04 p.m. in Room 107, City-
County Building. A roll call was taken followed by the Pledge of Allegiance and a moment of silence.
There were present:
Commissioner Tom Arpke; Comssioner Norman Jennmgs; Commissioner Aaron Peck
Absent: None
(6.1) Approve the minutes of August 3,2009.
(6.2) Resolution No. 09-6647 levymg a transient guest tax in the amount of 6.7% on the gross
receipts
of sleeping accommodations for the promotion of tourism and conventions and repealing
Resolution Nos. 91-4357 and 09-6617.
Mayor M. Luci Larson, Chairman presiding; Comssioner Samantha Angell;
CONSENT AGENDA
(6.3)
of Water bght No. 920 and submit to the Division
of Water Resources.
Authorize the Director of Utilities to execute the Voluntary Waiver of Hearing and Dismissal
(6.4)
(6.5)
bonds to finance improvements at the Solid Waste facility.
Approve the purchase of one grit pump from JCI Industries, Inc.
in the amount of $22,456.
Resolution No. 09-6648 providing the issuance of temporary notes andor general obligation
Moved by Commissioner Arpke, seconded by Commissioner Peck, to approve the consent
agenda as presented.
Moved by Commissioner Angell, seconded by Comssioner Jennings, to amend the consent
agenda to remove Item 6.3. Aye: (5). Aye: (0). Motion camed.
Mayor Larson call the question to Motion 09-79 13 to approve Items 6.1, 6.2, 6.4 and 6.5 as
presented. Aye:
(5). Nay: (0) Motion carned.
ADJOURNMENT
Moved by Comrmssioner Angell, seconded by Commissioner Arpke, that the Regular Meetmg
of the Board of Commissioners be adjourned. Aye:
(5). Nay: (0). Motion carried. The meeting adjourned
at 6:52 p.m. /dM. L~lW~
M. Luci Larson, Mayor
[SEAL] I
ATTEST:
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregoing is a true correct excerpt of the action taken by the Governmg Body at its
/d Lieci/Am€W
on August 10,2009 regarding Resolution No. 09-4648.
Lieu
Ann Elsey, Cifl Clerk
Page
1
--
Rrsi Publlshed In
A e Sallna Journal.
principal amount of
$1 600 000 plus the costs of 'issiance and interest
RESOLUTION' NdER on any temporary financ-
A RESOLUTION PRO. Section 5. That this
VIDING FOR THE issue resolution shall be In full
ANCE OF APPROXI. force and elf- from and
TEMPORARY NOTES ADOPTED by the GOV-
AND/OR GENERAL OB- em109 BOdY on August 10.
LIGATION BONDS OF 2009
THE CITY OF SALINA
KANSAS TO FINANCg M LudLaSOn,
IMPROVEMENTS TO
Mayor THE CITY'S SOLID
WHEREAS, the City 01 klTE&:
August 14 2009
096648 ing
MATELY si.600,ooo OF after 115 adoptnn
WASTE FACILITY. SEAL
Salina Kansas (the beu Ann Elsey. City Clerk
poses 01 solid waste as a
municipal function under
the laws
of the State of Kansas, includinq K S A
-City'),' collects and dis (asp)
Publisher's Affidavit
I, Tiffany Modlin , being duly sworn
declare that I am the Legal Coordinator
of T€IE SALINA JOURNAL, a daily newspaper
published at Salina, Saline County, Kansas, and of
general circulation in said county, which newspaper
has been admitted to the mails as second class matter in
said county, and continuously and uninterruptedly
published for five consecutive years prior to first
publication of attached notice, and that the attached
Resolution #09-6648 Notice
has been correctly published in the entire issues of said
newspaper two times, towit-
once each week for
consecutivc weeks, the first publication being given in
the issue of Aupust 14,
two -
20 09
-
Subscribed and sworn io before me, this
2 yy'
G dayof c ,I Ii5t A.D. 20 (?!
Notary Public
Printer's Fee $441.00
12-2101 et seq (the 'Acl): and
__
WHEREAS the govem-
ing body df the City
hereby finds and deter mines that it is necessary
to make improvements to
the City's solid waste facil-
ity (the 'Proje~Y) and that
the City has insufficient
funds lo ay for the enbre cost of #e Project at the
present tlme; and
WHEREAS. the City
hereby finds and deter mines that It Is necessary
for the Clty to issue Its
temporary notes andlor
eneral obllgation bonds he 'Obligations') to pay
i\
BE IT 'RESOLVED BY I THE GOVERNING BODY I
OF THE CITY OF SA. UNA. KANSAS. AS FOL-
I LOWS: I
Section 1. It is hereby
deemed and declared to be necessary for the City
to make improvements to
the City's solld waste tacit-
wkection 2. It is neces-
sa for the Cit lo issue its%blioat!ons b Dav the
costs oithe Project h lho amount 01 approximately
$1 600 000 plus Ihc costs of 'issuance and interest
on any lempora financ- ing under the aurhority of
the Act and K SA 10-101
el seq.
Section 3. Before issw
ing the Obligations. this
resolution shall be ub lished once each ,eeR to;
two consecutive weeks In
the official City newspa
The Obligations may md
unless a oetltlon
in-opposition th~r~i~. liled by not less ihari 5% ot the
electors of the City is filed wlth the County klecbon
Officer of Saline County within 30 days lollowing
the sewnd publicallon of the resobitlorl If such pe-
tition is filed the overn ing bfldy
of [he C& shall
subrmt the uestion of the
issuance
3 the Obliga.
tlons for the Pro cct lo the electors of the kity at an
election called for such
purpose as provided in the
ACI II no sufficient peti tion is filed with the
County Election Officer of
Saline County within the
enod of time hereinbe- ore staled. lhen the
gov-
erning body of the CHy
shall proceed with the is-
suance of the Obligations for the ProjecL
Section 4. The City has incurred orelirninarv ex.
P
pe;lhitcrcs and exp& to mke expenditures on and
after
the date of adoption of this resolution in con-
nection with the Project.
and intends lo reimburse
Itse:r for such expend1 tures wnh the proceods of
the Obligations of the City
which are expecled to be
issued in lhe maximum
CERTIFICATE OF NO PROTEST
The undersigned, Clerk of the City of Salina, Kansas (the “Issuer”), does hereby certify that the
govemhg body of the Issuer duly adopted Resolution No. 09-6648, on August 10, 2009, declaring it
necessary to make improvements to the City’s solid waste facility at an estimated cost of $1,600,000 plus
costs of issuance and interest on any temporary financing, and to issue General Obligation Bonds as more
specifically described in said Resolution, in an amount not to exceed $1,600,000 plus costs of issuance and
interest on any temporary financing (the “Bonds”), under the authority of K.S.A. 12-2101 et seq. (the “Act”)
in order to pay the costs of the improvements and financing costs. Resolution No. 09-6648 was duly
published two times in The Salina Journal, the official newspaper of the Issuer on August 14 and August
21, 2009, as required by the Act. More than thirty (30) days has elapsed fiom the date of the second
publication. There has been no sufficient written protest filed in my office against the improvements or
against the issuance of the Bonds, as provided by the Act.
WITNESS my hand and official seal on March 16,2010.
Clerk
BICENTENNIAL CENTER RENOVATION
RESOLUTION NUMBER 09-6653
A RESOLUTION AUTHORIZING AND PROVIDING FOR THE CONSTRUCTION OF
IMPROVEMENTS TO CERTAIN EXISTING PUBLIC BUILDINGS IN THE CITY OF SALINA.
KANSM; AND PROVIDING FOR THE PAYMENT OF THE COSTS THEREOF.
WHEREAS, K.S.A. 12-1736 provides, in part, that any city in the State of Kansas may erect 01
construct, acquire a public building or buildings and procure any necessary site therefore and may alter
‘repair, reconstruct, remodel, replace or make additions to, fumish and equip a public building 01
buildings; and
WHEREAS, K.S.A. 12-1737 provides, in part, that the governing body of any city may, for t
purposes of financing the costs associated with the foregoing, issue general obligation bonds of the City; IU
WHEREAS, the governing body of the City of Salina, Kansas (the “City”), hereby finds anc
detennines it to be necessary to authorize and provide for the construction of improvements to certair
public buildings in the City, as more filly described herein, and to provide for the payment of the cosb
thereof without the necessity of an election, all as provided by said K.S.A. 12-1736 et seq., as amendec
and supplemented from time to time (the “Act”).
THEMFORE, BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF
SALINA, KANSAS:
Section 1. Project Authorization. The construction of improvements to the Bicentennial Center
including the following are hereby authorized and directed to be made (the “Project”):
Renovation of Heritage Hall, arena, lobby, restrooms, second flbor meeting rooms, kitchen,
concession stands, concourse and dressing rooms to include floors, finishes, walls, ceilings,
electrical and mechanical systems,,heating ventilation and air conditioning, fire suppression,
sound and lighting systems.
Section 2. Bond Authorization. The estimated costs of the Project are in the amount of $2,500,000.
The costs of the Project and associated financing costs shall be payable from the proceeds of tax-exempt,
taxable or taxcredit general obligation bonds and/or temporary notes of the City issued under authority ol
the Act (the “Bonds”).
Seetion 3. Reimbursement. The Bonds may be issued to reimburse expenditures made on or after th
date which is 60 days before the date of this Resolution, pursuant to Treasury Regulation f 1.150-2.
Section 4. Effective Date. This Resolution shall take effect and be in full force from and after its
adoption by the governing body of the City.
ADOPTED AND APPROVED by the governing body of the City of Salina, Kansas, on August 24,
2009.
ATTEST:
Shaddi Wicks, Deputy City Clerk
M. Lbci Ldrson, Mayd -
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING
OF THE BOARD OF COMMISSIONERS
August 24,2009
4:OO p.m.
The City Commission convened at 2:30 p.m. in a Study Session for Greeley Bridge Public Art and We
Count Census. The Regular Meeting of the Board of Commissioners was called to order at 4:OO p.m.
in Room 107, City-County Building. A roll call was taken followed by the Pledge of Allegiance and a
moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Samantha Angell;
Commissioner Tom Arpke; Commissioner Norman Jennings; Commissioner Aaron Peck
Absent: None
ADMINISTRATION
(8.2)
for the Bicentennial Center.
Resolution
No. 09-6653 authorizing and providing for the construction of improvements
09-7943 Moved by Commissioner Jennings, seconded by Commissioner Arpke, to pass Resolution
No. 09-6653. Aye: (4). Nay: (1) Angell. Motion carried.
ADJOURNMENT
09-7948 Moved by Commissioner Peck, seconded by Commissioner Jennings, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye: (5). Nay: (0). Motion carried. The
meeting adjourned at 6: 17 p.m. I
/dM. luGi/lwm
M. Luci Larson, Mayor
[SEAL]
ATTEST:
Lieu Ann Elsey, CMC, City Clerk
/dl~AYLM/ZZWV
I hereby certify that the foregoing is a true correct excerpt of the action taken by the Governing Body
at its regular meeting on August 24,2009 regarding Resolution No. 09-6653.
U Lieu Ann Elsey, City Clerk
Page
1
FIRE STATION #1 RENOVATION
RESOLUTION NO. 09-6681
A RESOLUTION AUTHORIZING AND. PROVIDING FOR THE
CONSTRUCIlON OF IMPROVEMENTS TO CERTAIN EXISTING PUBLIC
BUILDINGS
IN THE CITY OF SALINA, KANSAS; AND PROVIDING FOR THE
PAYMENT OF THE COSTS THEREOF.
WHEREAS, K.S.A. 12-1736 provides, in part, that any city in the State of Kansas may erect or
construct, acquire a public building or buildings and procure any necessary site therefore and may alter,
repair, reconstruct, remodel, replace or make additions to, furnish and equip a public building or
buildings; and
WIIEREAS, K.S.A. 12-1737 provides, in part, that the governing body of any city may, for the
purposes of financing the costs associated with the foregoing, issue general obligation bonds of the City; and
WHEREAS, the governing body of the City of Salina, Kansas (the “City”), hereby finds and
determines it to be necessary to authorize and provide for the construction of improvements to certain public
buildings in the City, as more hlly described herein, and to provide for the payment of the costs thereof
without the necessity of an election, all as provided by said K.S.A. 12-1736 et seq., as amended-and
supplemented from time to time (the “Act”).
THEREFORE, BE lT RESOLVED BY THE GOVERNING BODY OF THE CITY OF
SALINA,
KANSAS:
Section 1. Project Authorization. The renovation and expansion of,Fire Station # 1, a
public building in the City located at 222 West Elm Street, including expansion of the second floor over
the administrative offices, remodeling the living space on the second floor, and replacing the electncal,
plybing and WAC systems, shall be made under the provisions of the Act (the “Project”).
Section 2. Bond Authorization. The estimated costs of the Project are in the amount of
$1,787,000.00. The costs of the Project and associated financing costs shall be payable from the proceeds of
general obligation bonds of the City issued under authority of the Act (the “Bonds”).
Section 3. Reimbursement. The Bonds may be issued to reimburse expenditures made on or
after the date which is 60 days before the date of this Resolution, pursuant to Treasury Regulation 5 1.150-2.
ktion4. Effective Date. This Resolution shall take effect and be in full force from and
der its adoption by the governing body of the City.
ADOPTED AND APPROVED by the governing bpdy of the City of Salina, Kansas, on
November 23,2009.
Clerk I
\
Commission
Action #
09-7841
09-7848
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
November 23,2009
4:OO p.m.
The City Commission convened at 2:OO p.m. in a Study Session on the Municipal Water Plan Revisions
and Junkyards and Salvage Yards. The Regular Meetmg of the Board of Commissioners was called to
order at 4:OO p.m. in Room 107, City-County Building. A roll call was taken followed by the Pledge of
Allegiance and a moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Samantha Angell;
Commissioner Tom Arpke; Commissioner Norman Jennings; Commissioner Aaron Peck
Absent: None
CONSENT AGENDA
(6.1) Approve the minutes of November 16,2009.
(6.2) Set December 2 1,2009 as the public heanng date on the 2009 budget amendments.
(6.3)
Fire Station #1 (Project No. 08-2699).
Resolution No. 09-668 1 authorizing and providing for the construction of improvements to
(6.4)
benefit services.
Resolution No. 09-6682 authorizing a renewal agreement with CVS Caremark for prescription
Moved by Commissioner Angell, seconded by Commissioner Jennings, to approve the consent
agenda as presented. Aye: (5). Nay: (0). Motion carried.
ADJOURNMENT
Moved by Commissioner Peck, seconded by Commissioner Arpke, that the Regular Meeting of
the Board of Commissioners be adjourned. Aye:
(5). Nay: (0). Motion carried. The meeting adjourned at
5:37 p.m.
dM. Luci;Lavson/
M. Luci Larson, Mayor
[SEAL1
/dLkWAnuz/€Csey
ATTEST:
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregomg is a true correct excerpt of the action taken by the Governing Body at its
regular meeting on November 23,2009 regarding Resolution No. 09-668 1.
Page 1
SCOULAR ADDITION
City Clerk's Office
Filed
'0s ERY 2? ?ne: 10
PETITION 4311p
TO THE GOVERNING BODY OF THE CITY OF SALINA, KANSAS
We, the nndersigned, owners of reeord of property located within the City of Salina, Kansas (the
"City") do hereby respectively request that the Governing Body of the Cay create and designate an
improvement district for the pprpose of making certain improvements in the manner provided by
KSA 1Ma01, a sag.
1. The general nature of the proposed improvement is as foIlows:
The installation of approximately 1.395 lineal feet of six-inch water main, fire hydrants,
valves, fittings, and all appurtenances thereb along Eastmoor Drive and Country Club
Road to the west pmperty line of the property m the improvement distnct, then south
along said property line to the southwest comer of the property in the improvement
district and then west to Eastmoor Drive (the "Improvments").
(the "Improvement").
2. The estimated or probable cost of the Improvement Is:
Seventy-five thousand four hundred fifty-two dolh and fifty cents
($75,452.50).
3. The extent of the proposed improvement district to be assessed Is:
Lot 1. Block 1, Scoular Addition all in the City of Salina, Saline County,
Kansas.
(the "Improvement District").
4. The proposed method of assessment SbaU be:
Each lot and parcel of land m the Improvement District shall be assessed equally
per lot.
5. The proposed apportionment of cost between the Improvement Distrid and the City at
Large is.
One hundred percent (1 W?) of the total cost of improvement shall be assessed to
the Improvement District and no poxtion of costs shall be paid by the City at Large.
6. The signem of this Petition hereby reqnest that the Improvements be made without notice
and henring as reqnlred by KS-4. 12-6a04 (a).
7. NAMES MAY NOT BE WITEDRAWN FROM THE PETITION BY "€E SIGNERS
THEREOF AETER TEE GOVERNING BODY COMMENCES CONSIDERATION OF
THE PETITION OR LATER THAN SEVEN (7) DAYS AETER FILLNG OF THE
PETITION WITR TEE CITY CLERK, WHICHEVER OCCURS FIRST.
The Scoular Compgny
Charles L. Elsea,
ChiefExecutive officer
1
LEGAL DESCRIPTION OF PROPERTY OWNED WITHIN THE PROPOSED
IMPROVEMENTDISTRICT:
Lot 1 Block 1, scoular Addition m the City of salina, Saline County, Kansas.
STATEOFKANSAS )
1
SALINECOUNTY )
U Notary Public
My appointment expins:
2
. .'
f
A~;~~~CGISTER OF REBECCA DEEDS SALINE SEEHAN COUNTY KANSAS
Book: 1196 Page: 1544 f->is a I 8 wn+a
_a,. : i
Rrcwding Fee: Other
kd&?nc#
Date Recorded: 7/1/2009 11046 PM
Grantor
Grantee
Type
of Document Certified Copy Of Resolution
Recording Fees
Mtg Reg Tax
Total Amount
Return Address
$0.00
$0.00
$0.00
ROOM 201
(Published in the Salina Journal on
RESOLUTION NUMBER 094630
A RESOLUTION SETTING FORTH FINDINGS AND DETERMINATIONS 01
THE GOVERNING BODY OF THE CITY OF SALINA, KANSAS ON THI
ADVISABILITY OF AND AUTHORIZING
THE CONSTRUCTION OF CERTAIP
IMPROVEMENTS
PURSUANT TO K.S.A. 12-6a01 et seq.
WHEREAS, a petition was filed with the City Clerk for the City of Salina, Kansas (th
“City”) on May 27, 2009, proposing certain improvements pursuant to K.S.A. 12-6aO1 et seq. (th
“Petition”); and
WHEREAS, the Petition sets forth: (a) the general nature of the proposed improvements; (I
the estimated or probable cost of the proposed improvements; (c) the extent of the propose
improvement district to be assessed for the cost of the proposed improvements; (d).the propose
method of assessment; (e) the proposed apportionment of the cost between the improvement distric
and the City at large; and (f) a request that such improvements be made without notice and hearing a
required by K.S.A. 12-6a04(a); and
WHEREAS, all the owners of record of property located within the proposed improvemen
district have signed the Petition, including
all owners of record of property located within th
proposed improvement distnct but outside of the City limits and directly adjacent to the City’
existing boundaries; and
WHEREAS, no signatures have been withdrawn from the petition before the Governing B@
began consideration of the Petition; and
WHEREAS, K.S.A. 12-6a04 provides that the Governing Body may authorize and orde
public improvemen? without notice and hearing after a sufficient petition has been filed.
NOW THEREFORE, BE IS RESOLVED BY THE GOVERNING BODY OF THI
CITY OF SALINA, KANSAS, AS FOLLOWS
Section 1. The Governing Body hereby finds that the Petition is sufficient, and furthe
finds and determines that it is necessary and advisable to make the following improvements:
The nature of the improvement is as follows:
The installation of approximately 1,395 lineal feet of six-inch water main, firc
hydrants, valves, fittings, and all appurtenances thereto along Eastmoor Drive an(
Country Club Road to the west property line of the property in the improvemen
district, then south along said property line to the southwest comer of the property ii
the improvement district and then west to Eastmoor Drive (the “ImprovementS”).
(the “Improvements”).
The estimated cost of the Improvements is:
Seventy-five thousand four hundred fifty-two dollars and fifty cents
($75,452.50).
The boundaries of the improvement district to be assessed are:
Lot 1 Block 1, Scoular Addition in the City of Salina, Saline County, Kansas.
(the “Improvement District”).
The method of assessment shall be:
Each lot and parcel of land in the Improvement District shall be assessed
equally per lot.
The apportionment of cost between the Improvement District and the city at large is:
One hundred percent (100%) of the total cost of the Improvements shall be
assessed to the Improvement District, and no portion of the costs of the
Improvements shall be paid by the City at large.
Book: 1196 Page: 1%
Section 2. The Governing Body hereby declares that the hprovements described in thi!
Resolution are necessary, and authorizes them to be made in accordance with the findings set forth ir
this Resolution, and Mer authorizes the levying of assessments and the issuance of bonds therefore
all in accordance with K.S.A. 12-6a0 I ef seq.
Section 3. The City expects to make capital expenditures from and after the date of thi!
Resolution in connection with the Improvements described herein, and intends to reimburse itself fo:
such expenditures with the proceeds of one or more series of general obligation bonds and tempo-
notes of the City in the maximum principal amount of $75,452.50.
Section 4. The City Clerk is hereby authorized and directed to make progress payment!
to the contractors for materials hished and for labor performed under the contract when estimate!
therefore are presented to him/her which have been properly certified by the City Engineer,
so long
as the aggregate payments do not exceed the total contract price.
Section 5. The City Clerk shall file a certified copy of this Resolution with the Registe:
of Deeds of Saline County, Kansas.
Section 6. This Resolution shall take effect afk its passage and publication once in thc
official city newspaper.
ADOPTED AND PASSED this 22"* day of June, 2009.
(SEAL)
Lieu AM Elsey, CMC, City Ck&k
I hereby certify that the foregoing is
Resolution passed
a true and correct copy of the
on the
22nd day of June,
2009.
Lieu Ann Elsey, CMC, City
2
original
Clerk
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
June 22,2009
4:OO p.m.
The City Commission convened at 2:30 p.m. in a Study Session on the 201 0 Budget (Transportation)
and the Wayfinding and Interstate Landscaping project. The Regular Meeting of the Board
of
Commissioners was called to order at 4:OO p.m. in Room 107, City-County Building. A roll call was
taken followed by the Pledge of Allegiance and a moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Samantha Angell;
Commissioner Tom Arpke; Commissioner Norman Jennings; Commissioner Aaron Peck
Absent: None
ADMINISTRATION
(8.3)
in the Scoular Addition.
Resolution No. 09-6630 setting forth the advisability and authorizing water improvements
09-7867 Moved by Commissioner Jennings, seconded by Commissioner Angell, to adopt
Resolution No. 09-6630. Aye: (5). Nay: (0). Motion carried.
ADJOURNMENT
09-7874 Moved by Commissioner Peck, seconded by Commissioner Arpke, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye:, (5). Nay: (0). Motion carried. The
meeting adjourned at 452 p.m.
/&/ %. L &
M. Luci Larson, Mayor
[SEAL1
ATTEST: /&/A & 6&
Lieu Ann Elsey, CMC, City Clerk
Body at its regular
Page 1
make the following lm. ADOPTED AND
pmvements.
provement ts as follows:
PASSED this Znd day d '
(a) The nature of the im June. 2009
The mstallation of ap M. Luci Larson.
proximately 1,395 Im- Mayor
eal feet of six-inch wa-
ter main, fire hydrants, (SEAL)
valves. fmings. and all Lieu AN EW
appurtenances CMC, city clerk
thereto along East. 111)
moor Dnve and Coun-
try Club Road to the
west property llne of
the property In the im-
provement district,
then
south ahg md
property llne to the
southwest corner of
the properly in the im-
provement disb.lct and
then west to Easbnwr
Drive (the 'Improve merits?.
(the 'Irnpnwements')
) Theestlmatedmst
Seventy-fMe thousand
four hundred
lifty-two
dollars and fifty cents
($75,45250) IC& The boundarles of the provement disMct
to
be assessed are:
Lot 1 Block 1. Scoular
Additlon in the City of
Sanna, Saline County.
Kansas"
(the Improvement
DistrlCP). (d) The method of as. sessment shall be:
Each Id and parcel of
land In.the Improve.
ment
District shall be
assessed equally per
(e) The apportionment
of cost between the Im- provement District and the
ckyatmis-
One hundred percent
(100%) of the total
cost of the Improve-
ments shall be as-
sessed
to the Im.
provement District,
and no portion of the
costs of the Improve-
ments shall be paw by
ing Body hereby declares that the mpmvemenls de-
Of Re Improvements is:
' lot
&;%..*8ovem
Publisher's Affidavit
I, Tiffanv Modlin , being duly sworn
declare that I am the
of THE SALINA JOURNAL, a daily newspaper
published at Salina, Saline County, Kansas, and of
general circulation in said county, which newspaper
has been admitted to the mails as second class matter in
said county, and continuously and uninterruptedly
published for five consecutive years prior to first
publication of attached notice, and that the
Legal Coordinator
#09-66.3 Notice
has been correctly published in the entire issues of said
newspaperone time, publication being given in the
issue
of lune28, - 2009
Su bscrib
Printer's Fee $337.85
-
First Publii In
Le Wina Journal.
was filed with the Clty Clerk for the
City of Sa.
Una, Kansas (the
Tity3 on May 27,2009. propos-
Ing certain Improvements pursuant to K.S A.
12-6aO1 et seq. (the 'Petl-
b%&iS thepemion sets f~ith: (aj the generat
nature
of the proposed Im provements; (b) the estl-
mated or probable ccst of the proposed improve-
ments' (c) the extent of the droposed ImDrove-
meni district to be as- scribed in ihii Resolutbn sessed for the cost of the .are necessary, and
roposed Improvementr authorizes them to be fd) the proposed mathod made m accordance with
of assessment (e) the the findin 5 set forth m proposed sppohonment thls Resohion. and fur,
of the cost between the tfkr authorizes he Ievymg improvement district and
of assessments and the
the C et large and (f) a issuance of bonds there- reque%thatsudi~pnwe- fore. all in accordance
ments be made without wlth KS.A. 12-6aO1 'et notice and heanno as re-
seo."
~~ ~
quired by .. K.S.A: &bn3. TheCl$ex: pwts to make capk ex 2-6aWa); and
WHEREAS. all We own- PendituJas from and after ers of record- of property the date of this Resolution
located wlthln the pro- In connection wlM the Im- posed improvement dis. prOVen3entS described
trM have signed the Pet& hereln and mends to re- tion, lncludmg
all owners Irnburie hseH for such ex-
of record of property lo- penditures wlth the pro. cited wi%hin the proposed ceeds of one or more se-
Im rovement district but ries of general obligation o&de of the City lii~ts bonds and temporary
and directly adjacent to notes of the City In the the ccty's ewng bounda- maximum principal
ne5 and amouni of $75 45250 AEREAS , no signa- Section 4~he city
tures have been with. Clerk Is hereby authorized drawn from the petition and directed to make pro-
before the Governing gress payments to the Body began mnslderation contractors for rnatenals
of the Pettbon: and furnlshed and for labor
WHEREAS , K S.A. perfoWtled under the con-
12-6aM pnwldes that the tract when estimates Governlng Body may therefore are presented to authorhe and order publlc himlher which have been improvements without no- Properly certified by the
tice and heanng after a City Engineer.
so long as sufficient petition has the aggregate payments
been filed. do not exceed the total
IS RESOLVED BY THE Section 5. The C~ty
GOVERNING BODY OF Clerk shall file a certnied
THE CITY OF SALINA Co y of thls Resolution
KANSAS, AS FOUO~: wP the Register of keds
SeEtlon 1. me Govern of Saime Coun Kansas. ing Ecdy hareby flnds that Section 6.$k Resolu-
the Pebtlon is
sufficient tion shall take effect after and further flnds and de- nS passage and publica-
tennines that It is neces- tion once in the official city saw and advisable to newspaper.
NOW THEREFORE, BE Contracl pW.
Publisher’s Affidavit
low. Written or oral objec- tions wll be msidered at
the meeting and there. upon the amount of the
I. T- , being duly sworn
declare that I am the
of THE SALINA JOURNAL, a daily newspaper
published at Salina, Saline County, Kansas, and of
general circulation in said county, which newspaper
has been admitted to the mails as second class matter in
said county, and continuously and uninterruptedly
publishedfor five consecutive years prior to first
publiratian of attached notice, and that the
1 .emor
Special Assessment Notice Proj #0&27l4,0!3-2764
Notice
has been correctly published in the entire issues of said
newspaperone time, publication being given in the
N&w Public
Kansas. PROJECT NO. 08-2114
STONE CREEK ADDmON
STREET DRAINAGE
ANDhLlTY
IMPROVEMENTS The improvements are
generaOy desaibed as
The curb, gutter. pave-
ment and grading for
approximately 810 heal
leet of Stone Creek
coyrt. The installation of ap
proximately 247 lineal
feet of storm sewer
ppe, mlets, and all ap-
purtenances thereto,
The instailatton of ap
proximately 482 lineal
feet of six-inch water
main. fire hydrants.
vatves. fittings. service
connections for water
lines and all appurte
nances thereto; and me insfdnabon of ap
proximately 1,200 lineal
feet of eight-inch Sani
tary sewer mam, service
connections for sewer
Imes, manholes, and all
appurtenances thereto. The above improvements
were aulhonzed by Reso- 1
IUtionNo OE6547passed ,
by the Board of Commts- I
sioneffi on August 18. C
2009. The total cost of such improvement is
8354.159.12 and k pro 1
posed to be assessed to
the properties wthin the 1
impmvementdlstrlct I
The extent of bounda. I ries ot the improvement
disnict to be assessed is I desmbedasfollows .
Lob 1 through 14.
Blodc 1. Stone Creek
Adddion all in the Oty
of Salina, Saline
Comty. Kansas
PROJECT NO. 09.2764
SCOULAR ADDITION
UWPROVEMEHTS WATER
The improvements are
generally
described as:
The instalktion of ap-
proximately 1,395 fin-
ea1 feet of slxinch wa-
ter main. fire hydrants
MIV~S. famgs. and ali
appurtenances
thereto along East
moor Drive and COM-
try Club Road to the
west property lie of
the property In the im-
provement district.
then south along .said
properly line to the
southwest corner of
the properly in the im-
provement dtshict and
then west to Eastmoor
DnW. The above improvements
were authorized by Reso-
lution No. 09-6630.
8ommlssbers assed b the Board on June of
22.2009. The total mst
of such improvement IS
852,554.70 is proposed to
be assessed to me prap
elties within the improve-
ment distrlcl.
The extent of boundanes
of the improvement ds@kf
to be assessed IS de-
salbed as follows
Lot 1 Wodc 1. Scoular
Adaition m thew of
Sallna. Saline County.
KanutS.
Department of Finance 8 Administration TELEPHONE (785) 309-5735
FAX (785) 309-5738
TDD (785) 309-5747
e-mail: lieuann.elsey@salina.org
Website: www.salina-ks.gov
Office of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
Saim
I, Lieu Ann Elsey, hereby certify that the attached document is a sample of the hearing notice
letter mailed to property owners in the benefit districts
in the 20 10-A General Obligation Bonds.
These letters were mailed to the property owners on January 26,201 0.
Lieu Ann Elsey
City Clerk
DepiiHMe’hl WFinance 8 Administration
Oftice of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
TELEPHONE (785) 309-5735
FAX (785) 309-5738
TDD (785) 309-5747
e-rnail: lieuann.elsey@salina.org
Website: www.salina-ks.gov
January 26,2010
SCOULAR
co
2027 DODGE ST
OMAHA, NE 68102-1240
Dear Property Owner:
Please consider
this letter your notice of a publi
Commissioners on Monday, February 22,20
of the City-County Building, 300 W. Ash,
consider written or oral comments reg
within the City of Salina. Your property
Tract Number: 15996
Legal Description: Lot
City of Salina, Saline C
This property is included in the
09-2764. The prop0
advised that this is
Commissioners will
e Salina Board of
place in Room 107
provements to property
Lieu Ann Elsey
City Clerk
(Published in the Salina Journal on February a-, 2010)
ORDINANCE NUMBER 10-10531
AN ORDINANCE LEVYING SPECIAL ASSESSMENTS ON LOTS, PIECES
AND PARCELS
OF GROUND IN THE CITY OF SALINA, KANSAS FOR THE PURPOSE
CITY.
1 OF PAYING A PORTION OF THE COST OF CERTAIN IMPROVEMENTS IN THE ’
WHEREAS, the Governing Body of the City of Salina, Kansas (the “City”) has
authorized the following improvements (collectively, the “Improvements”) in the City to be
constructed pursuant to K.S.A. 12-6a01 and K.S.A. 12-6a19 et seq :
PROJECT NO. 08-2714 STONE CREEK ADDITION
STREET, DRAINAGE AND UTILITY IMPROVEMENTS
The curb, gutter, pavement and grading for approximately 8 10 lincal fcet of Stone Creek Court ;
8 The installation of approximately 247 lineal feet of storm sewer pipe, inlets, and all appurtenances
I thereto;
. The installation of approximately 482 lineal feet of six-inch water main, fire hydrants, valves, i fittings, service connections for water lines and all appurtcnanccs thereto; and
i The installation of approximately 1,200 lineal fcct of eight-inch sanitary sewer main, service
i comcctions for sewer lines, manholes, and all appurtenances thereto.
PROJECT NO. 09-2764 SCOULAR ADDITION
WATER IMPROVEMENTS
Thc installation of approximately 1,395 lineal feet of six-inch water main, fire hydrants, valves,
fittings, and all appurtcnances thereto along
Eastmoor Drive and Country Club Road to the west
property line of the property in the improvement district, then south along said property line to the
southwest corner of the property in the improvement district and then west to Eastmoor Drive.
WHEREAS, the total costs of such improvements have been determined; the Governing
Body has caused the assessments against each lot, piece or parcel of land deemed to bc bcncfited by
such improvements, to be determincd in the manner set forth in the resolutions as to advisability of
the improvements provided for pursuant to K.S.A. 12-6a04, and an assessment roll has bccn
prepared; and
WHEREAS, such assessment roll was filed with the City Clcrk and has been open to ’
public inspection; and
WHEREAS, the City Clerk, at the direction of the Governing Body, caused notice of
8 thc hcaring on the special assessments to be published not less than 10 days prior to such hearing,
and notice to be mailcd to the property owners to be assessed, in accordance mth K.S.A. 12-6a09;
and
WHEREAS, the Governing Body held a public hcaring to consider each of the proposed
assessments.
BE IT ORDAINED by the Governing Body of the city of Salina, Kansas:
Section 1. Special Assessments to pay the cost of the following projects are hereby
levied against several lots, pieces and parcels
of land liable for special assessments for said
Improvements, as follows:
PROJECT NO. 08-2714
STONE CREEK ADDITION
STREET, DRAINAGE AND UTILITY IMPROVEMENTS
26473
26474
Lot I, Block 1, Stone Creek Addition ............................................... ...__...__._... $25,297.08
Lot 2, Block I, Stone Creek Addition ................................................................ $25,297.08
26475 . 26476
26477
26478
26479
26480
26481
26482
26483
26484
26485
26486
Lot 3, Block 1, Stone Creek Addition ........................... .................................... $25,297.08
Lot 4, Block 1, Stone Creek Addition ............................................................ ... $25,297.08
Lot 5, Block 1, Stone Creek Addition ..... .......................................... ...) .... .... .$25,297.08
Lot 6, Block 1, Stone Creek Addition ................................................................ $25,297.08
Lot 7, Block 1, Stone Creek Addition ......................................................... ...... $25,297.08
Lot 8, Block 1, Stone Creek Addition ....... ........................................................ $25,297.08
Lot 9, Block 1, Stone Creek Addition ...._.. ....................................................... $25,297.08
Lot 10, Block 1, Stone Creek Addition ................................................................. $25,297.08
Lot 11, Block 1, Stone Creek Addition ............................................................... $25,297.08
Lot 12, Block 1, Stone Creek Addition ......................................................... .... $25,297.08
Lot 13, Block 1, Stone Creek Addition .............................. . ........... ............ .... $25,297.08
Lot 14, Block 1, Stone Creek Addition .......................... . ................................. $25,297.08
TOTAL COST TO THE IMPROVEMENT DISTRICT ............................ $354,159.12
TOTAL PROJECT COST
............................................................................. $354,159.12
TOTAL COST TO CITY AT-LARGE
...................................................................... 0.00
PROJECT NO. 09-2764
SCOULAR ADDITION
WATER IMPROVEMENTS
15996 Lot 1, Block 1, Scoular Addition ........................................................... ............. $52,554.70
TOTAL COST TO IMPROVEMENT DISTRICT ....................................... $52,554.70
TOTAL COST TO CITY AT-LARGE
...................................................................... 0.00
TOTAL PROJECT COST ............................................................................... $52,554.70
Section 2. The special assessments provided for in Section 1 of this Ordinance shall be
certified by the City Clerk to the County Clerk in the same manner and at the same time as other
taxes are certified. The assessments and will be collected in fifteen (15) equal annual installments,
together with interest on such amounts at a rate not exceeding the maximum rate therefore as
prescribed by the Act. The first installmcnt shall become due with the first payment of general
property taxes for the year 20 10. Interest on the assessed amount remaining unpaid between the
effective date of this Ordinance and the date the first installment is payable, but not less than the
amount of interest due during the coming year on any outstanding bonds issued to finance the
Improvements, shall be addcd to the first installment. The interest for one year on all unpaid
installments shall be added to each subsequent installment until paid.
Section 3. The owner of any piece or parcel of property liable for any such assessments
may redeem his property, in whole
or in part, from such liability by paying to the City Treasurer the i
entire amount, or a portion thereof, chargeable against said property, at any time on or before March
22, 2010, and to the extent of any such payment, the property so paid on shall not thereafter be
liable for any further assessments for the cost of said improvements, nor for any interest due '
thereon.
Section 4. This Ordinance shall take effect from and after its passage and publication in the
ofiicial City newspaper.
Introduced: January 25,2010
Passed: February 22,201 0
[SEAL1
Lieu Ann Elsey, CMC, Cit&lerk
2
Coinmission
Action #
CITY OF SALTNA, KANSAS
REGULAR MEETING
OF THE BOARD OF COMMISSIONERS
January 25,2010
4:OO p.m.
The City Commission convened at 2:30 p.m. in a Study Session for an Airport Industrial
Infrastructure Improvements discussion. The Regular Meeting of the Board of Commissioners was
called to order at 4:OO p.m. in Room 107, City-County Building. A roll call was taken followed by the
Pledge of Allegiance and a moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Samantha Angell;
Commissioner Tom Arpke; Commissioner Norman Jennings
Absent: Commissioner Aaron Peck
ADMINISTRATION
(8.2)
public hearing.
Certification of final cost for 2009 Special Assessment Projects and setting the date of
(8.2a) First reading Ordinance No. 10-1053 1 levying special assessments for
improvements.
10-00 1 G Moved by Commissioner Angell, seconded by Commissioner Jennings, to set February 22,
2010 as the date of public hearing and pass Ordinance No. 10- 1053 1 on first reading. Aye: (4). Nay:
(0). Motion carried.
" ADJOURNMENT
10-0018 Moved by Commissioner Angell, seconded by Commissioner Arpke, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye: (4). Nay: (0). Motion carried. The
meeting adjourned at 8:30 p.m.
/&/ % & &
M. Luci Larson, Mayor
[SEAL]
ATTEST:
d. /&&&&
Lieu Ann Elsey, CMC, City Clerk
1 hereby certify that the foregoing is a true correct excerpt of the action taken by the Governing Body at its regular
meeting on January 25,20 10 renardinn first reading Ordinance No. 10- 1053 1.
Page 1
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
February 22,2010
4:OO p.m.
The City Commission convened at 2:OO p.m. in a Study Session for a Joint City-County Meeting. The
Regular Meeting of the Board of Commissioners was called to order at 4:OO p.m. in Room 107, City-
County Building. A roll call was taken followed by the Pledge of Allegiance and a moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Tom Arpke;
Commissioner Norman Jennings; Commissioner Aaron Peck
Absent: Commissioner Samantha Angel1
PUBLIC HEARINGS AND ITEMS SCHEDULED FOR A CERTAIN TIME
(5.1) Public hearing on 2009 special assessment projects.
(5.la) Second reading Ordinance No. 10-10531.
Mayor Larson opened the public hearing.
There being no further comments, the hearing was closed.
10-0033 Moved by Commissioner Peck, seconded by Commissioner Jennings, to adopt Ordinance
No. 10-1053 1 on second reading Aye: (4) Arpke, Jennings, Peck, Larson. Nay: (0). Motion carried.
ADJOURNMENT
10-0048 Moved by Commissioner Arpke, seconded by Commissioner Jennings, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye: (4). Nay: (0). Motion carried. The
meeting adjourned at 650 p.m.
/&/% LL
M. Luci Larson, Mayor
[SEAL]
ATTEST:
/a/& & &&
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregoing is a true correct excerpt of the action taken by the Governing Body at its regular
meeting on February 22,201 0 regarding the public hearing 1 second reading of
Ordinance No. 10-10531.
Lieu Ann Elsey, City Clerk
Page 1
Publisher’s Affidavit
I. Jffw Mod1 in , being duly sworn .-
cieclare that I ani the
of TI.IE SALINA JOURNAL, a daily newspaper
published at Salina, Saline County, Kansas, and of
general circulation in said county, ruluch newspaper
has been admittcd to the mails as second class matter in
said county, and coiitinuody and uninterruptedly
published for five cotisecutivr years prior to first
publication of attached notice, and that the
Notice Ordinance #lo-10531
has been cortcctly published in the entire issues of said
newspaper one time, publication being given
in the
T e&Cmxdb&or
Printer’s Fee $4-11 00
(Published in the
Sallna Journal
February 27,2010)
ORDtNANCE NUMBER 10-10531
AN ORDINANCE LEVY- ING SPECIAL ASSESS-
MENTS ON LOTS PIECES AND PARCEL^
OF GROUND IN THE
ClrY OF SALINA. IUN-
AS FOR THE PUR.
SOSE OF PAYING A
PORTION OF THE COST OF CERTAIN IMPROVE-
MENTS IN THE CITY.
WHEREAS
the Govern-
ing Bcd 01 the Clty Of
+aha. kansas (the "City")
has authorized the follow-
ing improveme7ts (couec-
ttvel the Improve men&) in the City to be
constructed pursuant 10 K.S A 12-6a01 and
KS A 12-6a19 et Se pAdJECT NO. 08-&I4 . STONE CREEK ADDITION
STREET DRAINAGE AND hILm
IMPROVEMEWS
The curb, gutter. Pave.
men1 and grading for W- proximately 810 lineal leet
of Stone Creek Coun The installation of approxi-
mately 247 lineal feet 01 storm sewer pipe, inlets,
and a11 appurtenances thereto.
The installetion of a proxC mately 482 lineal Let 01
six-inch water main, tire hydranls. valves. tlnlngs.
service connections for
water lines and all appur-
tenances thereto. and
The installation of appmxb
mately 1 .ZOO lineal feet 01 eight-Inch sanltaiy sewer
main semce connectiom
lor siwer lines. manholes.
and all appurtenances
thereto
SCOULAA ADDmON
WATER
The instalation 01 apprOx\- matety t ,395 lineal feet of
PROJECT NO 0+2764
IMPROVEYEHTS
six-inch water main lire
hydranls. valves, Iikngs.
and all appurtenances thereto along Eastmoor
Drive and Country Club Road lo the west propeny
Ime
of the pro eg in the improvement &lricl. then
south along said propeny line to the souihwesl cor-
ner of the property in the improvement district and
then west
to Eastmoor Dnve
WHEREAS , Ihe total cos& of such Improve
ments have been deter. mined. the Governin0
Body has caused the as- sessments against each
lot pkce or am1 01 land de’emed to {e benetitad
by such improvements to be determined in the man-
ner
sei forth m the resolu-
IiOh as to advisability of
the tm rovements pro vided for pursuant to
US A 12-6a04 and an as- sessment
roll has been
prepared. and
WHEREAS , such as-
sessment roll was filed
with the City Clerk and
has been open to public Inspection. and
WHEREAS the City- Clerk. al the direction of
the Governin Body Caused notice o?the hear:
ing
on the speual assess- menb IO be published not
less than to days prlor to such heanng. and notice
10 be mailed to the prop erty owners
lo be as
SeSSed
in accordance with
K s A. 12-6ao9. and
WHEREAS . the Gov- erning Body held a public
hearing
lo consider each of the proposed assess ments
BE IT ORDAINED by
the Governing Body of Ihe CW of Salma, Kansas
Sectlon 1. Spenal As- sessments to pay the cos1
ot the !allowing projects
are hereby levied against
several
lots. pieces and
parcels 01 land liable toi
special assessments 101 sad Improvemenis. as
follows PROJECT NO. ow714
STONE CREEK
ADDITION
STREET DRAINAGE AND bmm
IMPROVEMENTS 26473 Lot 1. Block 1. Stone Creek Addition
$25.297 08
26474 LO1 2 Block 1. Stone Creek Addltion
$25 297 08 26475 Lot 3. Block 1.
Stone Creek Addition
S25.297 08
26476 Lot 4. Block 1,
301% Creek AddRion
$25.297 08 26477 Lot 5. Block 1.
Stone Creek Addition
$25,297 08
26478 Lot 6 Block 1. Stone Creek Addition
S25.297 08 26479 Lot 7, Block 1, Stone Creek Addmon
$25,297 08
26480 Lot 8 Block 1. Stone Creek Additcon
26481 Lot 9, 525.297 Block 08 1. Stone Creek Adddion
S25.297 08
26482 Lot 10, Block 1. Stone Creek Addition
$25.297 08 26483 Lot 11. Block 1, Stone Creek Addition
525 297 08
26484 Lot 12. Block 1. Stone Creek Addition
825.297 08 26485 Lo1 13. Block 1. Stone Creek Addition
S25.297 08
26486 Lot 14 Block 1, Stone Creek Adbiton
$25.297 08 TOTAL COST TO THE
IMPROVEMENT DIS.
TRlCT 5354,159.12
TOTAL COST TO CITY AT-LARGE 000
TOTAL PROJECT
COST 5354,159.12
PROJECT NO. 042764
SCOULAR ADDITION
WATER
IMPROVEMENTS
15996 Lot 1 Block 1, Smular AddlBoh
$52.554 70 TOTAL COST TO
TOTAL COST TO CRY
AT-LARGE 0.00
TOTAL PROJECT
COST $52,554.70
Section 2 The special
assessments provided tor
in Sectlon 1 of this Ordi nance shall be certltied by
the Cit Clerk to the County Elerk
in the same
manner and at the same time as other taxes are
certified The assess ments and will be col
lected in fifteen (15) equal annual installments. to
gether with interest on such amounts at a rate
not exceeding the maxi mum rate therefore as
rescribcd b the Act ?he tirst instaimen1 shall
become due wlth the first
payment of general prop-
ert taxes tor the year 2070. lnteresl on the as-
sessed amount remalnhg unpald between the eHec-
tlve date 01 this Ordinance and the date the lirst in
stallment is payable but not less than the amount
of interest due durlng the coming year on any out
standin bonds sued to fmanceghe Impmvernents,
shall be added to the lint Installment The mteresI
lor one year on all unpaid
installments shall be
added to each subsequent mslallment untll paid.
Sectlon 3. The owner
o( any piece or parcel of
pro erly liable lor any suet assessments may
IMPROVEMENT DISTRICT s2,w.m
redeem his property. m whole or In part. from such
llablli by paying to the City ?reasurer the entire
amount or a portion
thereof, chargeable
agalnst said property a1 any time on or before
March 22 2010 and to the exted 01 ahy such
pa en1 the property so pzon ball not thereal-
ter be llable for an lrather assessments lor La cost
of for Mid any improvemenls, Interest due nor
thereon.
Sectlon 4 This Ordi-
nance shall take eltect from and after its passage
and ubllcatlon In the 0th-
clal tity newspaper
Introduced
January 25,2010
Passed.
February 22,2010
M. LUCI Larson.
Mayor
%2T.
Lleu Ann Ekey. CMC, city
Clerk
(It)
TELEPHONE (785) 309-5735
FAX (785) 309-5738
TDD (785) 309-5747
Department of Finance & Administration
Office
of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
e-mail: lieuann.elsey@salina.org
Website: www.salina-ks.gov SaTRla
I, Lieu Ann Elsey, hereby certify that the attached document is a sample of the prepayment
notice letter and statement mailed to the property owners in the benefit districts included in the
2010-A General Obligation Bonds.
Lieu-Ann Elsey
City Clerk
Department of Finance & Administration
Office
of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
TELEPHONE (785) 309-5735
FAX (785) 309-5738
TDD (785) 309-5747
e-mail: lieuann.elsey@salina.org
Website: www.salina-ks.gov Salina
February 23,2010
SCOULAR co
2027 DODGE ST
OMAHA, NE 68102-1240
Dear Property Owner:
On February 22,2010, the Salina City Commission he1
improvements to property you own. These special asses
The following statement shows the amount of the as
options:
1)
have the following
The assessment may be paid in full or
statement, with your check, by 5:OO p.
assessed by the method below.
2) You may choose to pay yo taxes over the next fifteen years. The
dated and certified to the
County Clerk to be
ption, do not pay the amount on this statement. No
. City will issue
improvements. The principal
would like to make
If you have any questions regarding this matter, please feel free to contact our ofice.
Sincerely,
V Lieu Ann Elsey
City Clerk
CERTIFICATE OF PREPAYMENTS
STATE OF KANSAS 1
COUNTY OF SALINE 1
) ss:
I, City Treasurer of the City of Salina, Kansas, do hereby certify that no payments have been
received by the owners of the properties assessed within the Scoular Addition Improvement District (Project
No. 09-2767) during the 30 day prepayment period established for said Improvement District.
WITNESS my hand and official seal on April 8,2010.
CityTr surer
%
STONE CREEK ADDITION
City Clerk's Office
Filed
PETlTION q304
TO TEE GOVERNING BODY OF THE CITY OF SALINA, KANSAS:
'08 Q!JG 11 PHI :43
We, the undersigned, owners of record of property located within the City of Salina, Kansas (the
"City") do hereby respectively request that the Governing Body of the Ci create and designate an
improvement district for the purpose of making certain improvements in the manner provided by
K.S.A. lMa0l , et seq.
1. The general nature of the proposed improvements are as follows:
The curb, gutter, pavement and grading for approximately 8 IO lineal feet of Stone Creek
Court (the "Street Improvements");
The installation of approximately 247 lineal feet of storm sewer pipe, inlets, and all
appurtenances thereto (the "Drainage Improvements");
The installation of approximately 482 lineal feet of six-inch water main, fire hydrants,
valves, fittings, service C0nnecti011~ for water lines and all appurtenances thereto (the
"Water System Improvements"); and
The installation of approximately 1,200 lineal feet of eight-inch sanitary sewer main,
service conndons for sewer lines, manholes, and all appurtenances thereto (the
"Sanitary Sewer Improvements");
(the "Improvements").
2. The estimated or probable cost of the Improvements iP:
Four hundred forty thousand one hundred ninety-lhee dollars and twenty-nine
cents ($440,19329).
3. The extent of the proposed improvement ddct to be aspessed is:
Lots I through 14, Block 1, Stone Creek Addition dl in the City of salina, Saline
county, Kansas.
(the "improvement District").
4. The proposed method of assessment shall be:
Eacb lot in the improvement district shall be assessed equally per lot.
5. The proposed apportionment of mst between the improvement District and the City at
Large is:
One hundred percent (1Wh) of the total cost of improvements shall be assessed to
the Improvement District and no portion of costs shall be paid by the City at Large.
6. The signera of this Petition hereby request that the Improvements be made Without notice
and hearing as reqnired by KSA 12-6aoQ(a).
7. NAMES MAY NOT BE WITHDRAWN FROM THE PETITION BY THE SIGNERS
THEREOF AFTER THE GOVERNING BODY COMMENCES CONSIDERATION OF
TEE PETITION OR LATER THAN SEVEN (7) DAYS AFTER PILMC OF THE
PETITIONWlTETHEClTYCLERK,WEIICHEVEROCCURSFLRST.
Landcore Development, LLC Landcore Development, LLC Development, LLC
Craig Piercy, Member Todd Welsh, Member
LEGAL DESCRIPTION OF PROPERTY OWNED WITHIN TEE PROPOSED
IMPROVEMENTDISTRICT:
Lots 1 through 14, Block 1, Stone Creek Addition in the City of Salina, Saline
county, ~ansas.
STATEOFKANSAS )
1
SALINECOUNTY )
I, the undersigned Notary Public, hereby certify that the signature appearing above is genuine and
that this document was signed before me on this \ day of- - .2008.
I *!pmmmTfmm,, ac
..
My appointment expires:
*.-* REBECCA SEEHAN
*<*e. EGISTER OF DEEDS SALINE COUNTY KANSAS
""'-."*y Book: 1178 Page: 1477
Date Recorded: 8/26/200H 3J.942 PH
Grantor
Grantee
Type of Document Certified Copy Of Resolution
Recordinq Fees
Mtg Reg Tax
$0.00
$0.00
Total Amount $0.00
Return Address ROOM 206
CINDY
I y!98 Page: 1478 .I.,
(Published in the Salina Journal on dUS&$&&
(.
- b-
RESOLUTZON NUMBER 08-6547
A RESOLUTION SE’ITING FORTH FINDINGS AND DETERMINATIONS OF THE
GOVERNING BODY OF TEIE CITY OF SALINA, KANSAS ON THE ADVISABILITY OF AND
AUTHORIZLNG THE CONSTRUCTION OF CERTAIN JMPROVEMENTS PURSUANT TO K.S.A
12-6a01 el seq.
WHERE/&, a petition was filed with the City Clerk for the City of Salina, Kansas (the “City”) or
August 11,2008, proposing certain improvements pursuant to K.S.A. 12-6a01 ef seq. (the “Petition”); and
WHEREAS, the Petition sets forth: (a) the general nature of the proposed improvements; @) thc
estimated or probable cost of the proposed improvements; (c) the extent of the proposed improvement distric
to be assessed for the cost of the proposed improvements; (d) the proposed method of assessment; (e) thc
proposed apportionment of the cost between the improvement district and the City at large, and (f) a reques
that such improvements be made without notice and hearing as required by K.S.A. 124a04(a); and
WAEREAS, all the owners of record of property located within the proposed improvement distric
have signed the Petition, including all owners of record of property located within the proposed improvemen
district but outside of the City limits and directly adjacent to the City’s existing boundaries; and
WHEREAS, no signatures have been withdrawn from the petition before the Governing Body begiil
consideration ofthe Petition; and
WHEREAS, K.S.A. 12-6a04 provides that the Governing Body may authorize and order public
improvements without notice and hearing after a sufficient petition has been filed.
NOW THEREFORE, BE IS RESOLVED BY THE GOVERNING BODY OF THE CITY 01
SALINA, KANSAS, AS FOUOWS:
Section 1. The Governing Body hereby finds that the Petition is sufficient, and further finds anc
determines that it IS necessary and advisable to make the following improvements:
?e nature ofthe improvements are as ~OIIOWS:
The curb, gutter, pavement and grading for approximately 810 lineal feet of Stone Creek
Court (the “Street Improvements”);
The installation of approximately 247 lineal feet of storm sewer pipe, inlets, and al
appurtenances thereto (the “Drainage Improvements”);
The installation of approximately 482 lineal feet of six-inch water main, fire hydrants
valves, fittings, service connections for water lines and all appurtenances thereto (the “Watei
System Improvements”); and
The installation of approximately 1,200 lineal feet of eight-inch sanitary sewer main, servicl
connections for sewer lines, manholes, and all appurtenances thereto (the “Sanitary Sewe
Improvements”)
(collectively, the “Improvements”).
The estimated cost of the Improvements is:
Four hundred forty thousand one hundred ninety-three dollars and twenty-nine cents
(S440.19329).
The boundaries of the improvement district to be assessed are:
Lots
I through 14. Block I, Stone Creek Addition all in the City of Salina, Saline
County, Kansas.
(the “Improvement District”).
The method of assessment shall be:
Each lot in the Improvement District shall be assessed equally per lot
The apportionment of cost between the Improvement District and the city at large is:
One hundred percent (100%) of the total cost of the Improvements shall be assessed
to the Improvement Diseict, and no portion of the costs of the Improvements shall
be paid by the City at large.
Book: 1170 Page: 1479 -. .
Sectioo2. The Governing Body hereby declares that the Improvements described in this
Resolution are necessary, and authorizes them to be made in accordance with the findings set forth in thi5
Resolution, and further authorizes the levying of assessments and the issuance of bonds therefore, all ir
accordance with KSA. 12-6aOI el seq.
Section3. The City expects to make capital expenditures from and after the date of this
Resolution in connection with the Improvements described herein, and intends to reimburse itself for such
expenditures with the proceeds of one or more series of general obligation bonds and temporary notes of the
City in the maximum principal amount of $440,193.29.
Section 4. The City Clerk is hereby authonzed and directed to make progress payments to the
contractors for materials furnished and for labor performed under the contract when estimates therefore are
presented to himlher which have been properly certified by the City Engineer, so long as the aggregate
payments do not exceed the total contract price.
Section 5. The City Clerk shall file a certified copy of this Resolution with the Register oi
Deeds of Saline County, Kansas.
Section 6. This Resolution shall take effect after its passage and publication once in the official
city newspaper.
ADOPTED AND PASSED this 18" day of August, 2008.
I hereby certify that the foregoing is a true and correct copy of the original
esolution passed by the Governing Body on the 18th day of August, 2008.
2
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
August 18,2008
4:OO p.m.
The City Commission convened at 3:OO p.m. in a Study Session on the Kansas Legislature new
Comprehensive Transportation Program. The Regular Meeting of the Board of Commissioners was
called to order at 4:OO p-m. in Room 107, City-County Building. A roll call was taken followed by the
Pledge of Allegiance and a moment of silence.
There were present: Vice-Mayor Luci Larson, Chairman presiding; Commissioner Alan E. Jilka;
Commissioner Aaron Peck; Commissioner R. Abner Perney
Absent: Mayor John
K. Vanier I1
ADMINISTRATION
(8.4)
Stone Creek Addition.
Resolution No. 08-6547 approving the advisability and authorizing improvements in the
08-761 5 Moved by Commissioner Jilka, seconded by Commissioner Peck, to adopt Resolution No.
08-6547. Aye: (4). Nay: (0). Motion camed.
ADJOURNMENT
08-76 17 Moved by Commissioner Jilka, seconded by Cornmissioner Peck, that the Regular Meeting
of the Board of Commissioners be adjourned. Aye: (4). Nay: (0). Motion carried. The meeting
adjourned at 6:40 p.m.
/&/zqu4z 3% 2Ll.h 33
John K. Vanier 11, Mayor
[SEAL]
ATTEST:
/*/& & 6&
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregoing is a true correct excerpt of the action taken by the Governing Body at its regular
meeting , on August 18,2008 regarding Resolution NO. 08- ,6547.
Lieu Ann Elsey, City derk
Page 1
Publisher's Affidavit
I, Tiffanv Modlin , being duly sworn
declare that I am the MaiodNational Accounts
of THE SALINA JOURNAL, a ddy newspaper
published at Salina, Saline County, Kansas, and of
general circulation in said county, which newspaper
has been admitted to the mails as second class matter in
said county, and continuously and uninterruptedly
publishedfor five consecutive years prior to first
publication of attached notice, and that the
Notice
has been correctly published in the entire issues of said
newspaperone time, publication being given in the
issue of August 25 - u#)8
Subscri to before me, this
dayof @ L)cIL& ~, A.D. 20 ob
1 Printer's Fee $334.95
the petibon before the Gov- ;,emrng *dy bgqn consid. :- eration of the Pen; and WHERE&% K.S.A. ! 124q04 pmttdd;'.that the : ,GovemIng eody may author-
, *r~e,&id o@er,pubb impme , ments wlthout notice and j 'hearing bahffiaent MI-
REFORE BE
pGOVERNIffi BODY OF. THE- CIW~ OF SALINA,
hereby finds that the
n IS suffident, and fur-
ther finds apd determines th&f jt'is-riwj-and ad.
.rmprovements: .
(a)'The nature of the im-
I provements are as fob
+n.tms bum filed. .
1. G'%&EED ; BY -'THE
lchM=+AQMWWS:. Sclhl l:-;-The Go~mnrg. ,
yiiawe 6 mb the follw'I+J
. (b} The &mated mst 5f'
'thelmRmyemg i1
I., F&rhundt&d ')tho&
'- sand one hundred 1, .. ninely-three dobrs and.
twenty-nine cents
(c), e boundarles of the
lmkment 'dtitrid ,to -ha=-=%* ,7,%.. -- - e' Lots i.-mtt!14, B& . 1'Stone Ct&k:Additkm - ail iithe"w-,L
'saline &=rity.&im
I -+h$-%ippV&nep Dls- ,,t@r):a-:, .I r 9
' (ci)-Fe m&od$ i+&+
ment.shafl,be;:: , . . ..E& 'rnenti&@x&$jdas-' ibt In the:!ifipmve-
1 I sessedequallyperlot. ' (e),he" epp'hiomnent oi
'cost between the. 1.m.
. *&le.Cityatlageis;:.' hement Diict -end _-
, . One hundred-percent
81 .(loo%) of %e.* wst
, , of I the. Improvements . shallbeassessedfothe: - Improvement Pistrict, i. ' ,&sts- arid n6 of portio; the, tmprove. of the
' I ttieCiPyatJarga .
I . Won 2. The,Gov&m
/Bod ,hereby declares &
'the i!nprovements described In wi Resolution aim neces- saw and authorizes them to : be made- In accordance with
the findings set foith hr this-
Resolutlon, and further
auploduis
the btyi 'of as-
sessments end.the %ante
of,bonds therefore 'dl in ac- cordance- with' K.S.A.
124a01 u seq Section 3. me $ii ex.
pects to make capltal expen- ditures 'from and after
the
date of- this .A&olutlon In 1
' connection wlth the lmprwe ,'
rnerds descllbed hereln and @tenas to rennbune'its&for
such expendires with .the-: pIy73?dqof ow of more 68 ' des of general obligatidn!
bdndsand
tempqrary.riotes !
of<the,Ci in.the:maiiminn . ptincipd? amount of
' -22E.Th;e i&:tjIe*
-(pp33.q: .' '
' ,"
ments shUl be-paid py.
ty*/ --- +,. -- ,- ,. .-_
.
k- .I
' The: cum, :Jplte{,
-.' ment.and gtadrp for*
3 pr&mateiy BIO lineal '
feet of Stone I Oreek
court (the u~qet:tm~*e
pnwements"); -
I The ins!aIIation.of ap. ! proxim&ely 247. lifieal
I &ofstonnsewer~. Idem, and all appurte.' ! *, ppces thereto (the
' Drainage Improve.
* me- lnstaliation'.of ap-
' proximately 482 lineal'
feet of six-lnch- wder I
main, fire h'ydfarits; *
valves, fmings. sewlce
connections for water
lines and<
all? appui-te- ' & thekt0 (the'yV&
ter ,,S$tem 'Implove-,
~.:- . -
.
.- nients");bd--: *_* x
---.- ._ ...,, The. InstalCatiori ot ap.
proximately t ,!200 lineal
' ~s&ermain;'seMce
I. conneciioyis:for;seypF
appurtenances thereto
(the 'sanrtarv Sewer 16-
'I- .fijet.;Ijj ~e1gtlt:n)Ctl'sanl.
? 'WS, -kwKiis,- and'q
TELEPHONE (785) 309-5735
FAX (785) 309-5738
e-mail: lieuann.elsey@salina.org
Website: wwwsalina-ks.gov
Department of Finance & Administration
Office
of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
TDD (785) 309-5747
salina
I, Lieu Ann Elsey, hereby certify that the attached document is a sample of the hearing notice
letter mailed to property owners in the benefit districts in the 20 1 O-A General Obligation Bonds.
These letters were mailed to the property owners on January 26,201 0.
Lieu Ann Elsey
City Clerk
De~AHtWhYWFinance & Administration
Office
of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
TELEPHONE (785) 309-5735
FAX (785) 309-5738
TDD (785) 309-5747
e-mail:
lieuann.elsey@salina.org
Website: wwwsalina-ks.gov
January 26,2010
LANDCORE DEVELOPMENT LLC
300 S 9TH ST STE 101
SALINA, KS 67401-3894
Dear Property Owner:
Commissioners on Monday, February 22,201
of the City-County Building, 300 W. As
within the City of Salina. Your property
Tract Number: 26473
Legal Description: Lot 1, B
City of Salina, Saline Coun
take place in Room 107
ents for improvements in Engineering Project No.
for the improvements is $ 25,297.07. Please be
ut a notice of the hearing where the Board of
Once established, you will be
09-27 14. The prop0
advised that this is
essment to your property.
fer, you may call me with questions or contact Dan Stack, City
Sincerely,
U Lieu Ann Elsey
City Clerk
low Wrinen or oral objec-
tions will be cmidered at
the meeting and there upon the amount of the
Publisher's Affidavit
1. T- , being duly sworn
declare that I am the
of THE SALINA JOURNAL, a daily newspaper
published at Salina, Saline County, Kansas, and of
general circulation in said county, which newspaper
has been admitted to the mails as second class matter in
said county, and continuously and uninterruptedly
published for five consecutive years prior to first
pub!ication of attached notice, and that the
1,eval C-r
Special Assessment Notice Proj #06-27l4,09-2764
Notice
has been correctly published in the entire issues of said
newspaper one time, publication being given in the
City-Cdunty Buildin 3od West Ash Slreet. &lira,
2010 issue of February 1, -
- .s4 Subscribed and sworn to before me, this 1
J Printer's Fee $232.50
appurtenances vlereto The above improvements
Kansas
PROJECT NO. oazm
STONE CREEK
ANDhLlTY
ADDITION
STREET DRAINAGE
IMPROVEMENTS The improvements are
generally described a5
The curb, guner, pave-
ment and grading for
approximately 810 kneal
feet of Stone Creek
court ,
The installation of ap
proximately 247 lineal
feet 01 storm sewer
pipe. inlets, and all ap
Purtenances thereto.
The installation of ap
proxlmately 482 lineal
feet 01 six-inch water
main. fire hydrants.
valves. fittings. servce
Connections for water
lines and all appurte
nances thereto. and
The installation ot ap
proximately 1,200 lineal
leet of eight-inch sani
tary sewer main. service
connections lor sewer
lines. manholes. and all
were aulhonzed by Reso-
lution No 086547 passed
by the Board of Commis-
sioners on August 18.
2009 The total cost 01 such improvement IS
$354.159 12 and Is pro
posed to be assessed to
the properties mthin the
improvement dstrlct.
The exten! 01 bounda ries 01 the improvement
district to be assessed IS descnbed as tollows
LOIS 1 through 14,
Block 1. Stone Creek
Addition an In the City
of Salina. Saline
County,
Kansas.
PROJECT NO. 09.2764
SCOULAR ADDmON
WATER
IMPROVEMENTS
The improvements are
generally described as
The installaton of ap-
proximately t ,395 lin-
eal leet 01 sulnch wa-
ter man. (Ire hydrants,
Valves. finings. and all
appurtenances
thereto along East
moor Drive and Coun-
try Club Road to the
west property line of
the property In the im-
provement district,
then south along sad
property line to the
Southwest corner of
the property m the im-
provement disinct and
then west to Eastmoor
The Drive above Improvements
were authorized by Reso-
lution
No. 09-6630.
gassed by the Board 01 ommissioners on June
22. 2009. The total cost
of such improvement is
852.554.70 Is proposed 10
be assessed to the prop
enl& wilhln the Improve
The men1 extent distrlct. 01 boundaries
01 the improvement dlstrict
lo be assessed is de
scrlbed as follows.
Lot 1 Block 1. Smular
Addition
in the Ccty of
Salina, Saline County,
Kansas.
(Published in the Salina Journal on February a, 2010)
ORDINANCE NUMBER 10-10531
AN ORDINANCE LEVYING SPECIAL ASSESSMENTS
ON LOTS, PIECES
AND PARCELS OF GROUND IN THE CITY OF SALINA, KANSAS FOR THE PURPOSE
OF PAYING A PORTION OF THE COST OF CERTAlN IMPROVEMENTS IN THE
CITY.
WHEREAS, the Governing Body of the City of Salina, Kansas (the “City”) has
authorized the following improvements (collectively, the “lmprovements”) in thc City to bc
constructed pursuant to K.S.A. 12-6a01 and K.S.A. 12-6a19 et seq.:
PROJECT NO. 08-2714 STONE CREEK ADDITION
STREET, DRAINAGE AND UTILITY IMPROVEMENTS
The curb, gutter, pavement and grading for approximately 810 lineal feet of Stone Creek Court ;
The installation of approximately 247 lineal feet of storm sewer pipe, inlets, and all appurtenances : thcrcto;
. The installation of approximately 482 lineal fect of six-inch water main, fire hydrants, valves,
fittings, servicc conncctions for water lines and all appurtenances thereto; and
i The installation of approximately 1,200 lineal feet of eight-inch sanitary scwcr main, service
; connections for sewer lines, manholes, and all appurtenances thereto
PROJECT NO. 09-2764 SCOULAR ADDITION
WATER IMPROVEMENTS
The installation of approximately 1,395 lincal fcct of six-inch water main, fire hydrants, valves, ;
fittings, and all appurtenances thcrcto along Eastmoor Drive and Country Club Road to the west
property line of thc propcrty in the improvement district, then south along said property line to the
j
southwcst comcr of the property in thc improvement district and then west to Eastmoor Drivc.
WHEREAS, the total costs of such improvcmcnts have been determined; the Governing I
Body has caused the assessments against each lot, piece or parcel of land deemed to be benefited by I
such improvements, to be determined in the manncr sct forth in the resolutions as to advisability of ’
thc improvements provided for pursuant to K S A. 12-6a04; and an assessment roll has been ,
prepared; and I
WHEREAS, such assessment roll was filed with the City Clcrk and has been open to ’
public inspection; and
WHEKEAS, the City Clcrk, at thc direction of thc Govcrning Body, causcd notice of
I the hcaring on the special asscssmcnts to be published not less than IO days prior to such hearing,
’ and notice to be mailed to the property owners to bc asscsscd, in accordance with K.S.A 12-6a09;
* and
WHEREAS, thc Governing Body held a public hearing to consider each of the proposed
assessments.
BE IT ORDAINED by the Governing Body of thc city of Salina, Kansas
Section 1. Spccial Asscssmcnts to pay the cost of the following projects are hereby
levied against several lots, pieces and parcels of land liable for special assessments for said
Improvcrnents, as follows.
PROJECT NO. 08-2714
STONE CKEEK ADDITION
STREET, DRAINAGE AND UTILITY IMPROVEMENTS
26473
26474
Lot I, Block I, Stonc Creek Addition. . . .... ...... . .. .... . . .... .... .. . ... ..... . .$25,297 08
Lot 2, Block I, Stone Creek Addition ..... .. ...... ..................... . .._ _. . ........... $25,297.08
26475
26476
26477
26478
26479
26480
2648 1
26482
26483
26484
26485
26486
Lot 3, Block 1, Stone Creek Addition
Lot
5, Block 1, Stone Creek Addition.
Lot 7, Block I, Stone Creek Addition
Lot 8, Block I, Stone Creek Addition
Lot 9, Block 1, Stone Creek Addition
Lot IO, Block 1, Stone Creek Additio
Lot
1 1, Block I, Stone Creek Additio
Lot 12, Block 1, Stone Creek Additio
$25,297.08
.................................... $25,297.08
............................................
Lot 4, Block 1, Stone Creek Addition ............................................... $25,297.08
Lot 6, Block 1, Stone Creek Addition ............................................................ $25,297.08
............................................ ..$25,297 08
...... $25,297.08 ................ $25,297:08
........... $25,297.08
Lot 13, Block 1, Stone Creek Additio ......... .$25,297.08
Lot 14, Block 1, Stone Creek Additio .......... $25,297 08
TOTAL COST TO THE IMPROVEMENT DISTRICT ............................ $354,159.12
TOTAL COST TO CITY AT-LARGE
...................................................................... 0.00
TOTAL PROJECT COST ............................................................................. 5354,159.12
PROJECT NO. 09-2764
SCOULAR AUDITION
WATER IMPROVEMENTS
15996 Lot 1, Block 1, Scoular Addition. ................................................. $52,554.70
TOTAL COST TO IMPROVEMENT DlSTRICT
....................................... $52,554.70
TOTAL COST TO ClTY AT-LARGE ...................................................................... 0.00
TOTAL PROJECT COST ............................................................................... $52,554.70
Section 2. The special assessmcnts provided for in Scclion 1 of this Ordinance shall be
certificd by the City Clerk to the County Clerk in the same manner and at the same time as other
taxes are certified. The assessments and will bc collected in fifteen
(15) equal annual installments,
together with interest on such amounts at a rate not exceeding the maximum rate therefore as
prescribed by the Act. The first installment shall become due with the first paymcnt
of gcncral
propcrty taxes for the year 2010. Intcrcst on thc assessed amount remaining unpaid between the
effective date of this Ordinance and the date the first installment is payable, but not less than the
amount of interest due during the coming year on any outstanding bonds issucd to finance the
Improvements, shall be added to the first installmcnt. The interest for one year on all unpaid
installments shall be added to each subsequent installment until paid.
Section 3. The owner of any piece or parccl of propcrty liable for any such assessments
may rcdccm his propcrty, in whole or in
part, from such liability by paying to the City Treasurer the i
entire amount, or a portion thereof, chargeablc against said property, at any time on or before March i
22, 2010, and to the extent of any such paymcnt, the property so paid on shall not thereafter be !
liable for any furthcr asscssmcnts for the cost of said improvements, nor for any interest due '
thereon.
Section 4. This ordinance shall take effect from and after its passage and publication in the
official City ncwspapcr.
Introduced: January 25,2010
Passed. February 22,2010
[SEAL1 .
Lieu Ann Elsey, CMC, Cit&lerk
2
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
January 25,2010
4:OO p.m.
The City Commission convened at 2:30 p.m. in a Study Session for an Airport Industrial
Infrastructure Improvements discussion. The Regular Meeting of the Board of Commissioners was
called to order at 4:OO p.m. in Room 107, City-County Building. A roll call was taken followed by the
Pledge of Allegiance and a moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Samantha Angell;
Commissioner Tom Arpke; Commissioner Norman Jennings
Absent: Commissioner Aaron Peck
ADMINISTRATION
(8.2)
public hearing.
Certification of final cost for 2009 Special Assessment Projects and setting the date of-
(8.2a)
improvements.
First reading Ordinance No. 10-1053 1 levying special assessments for
10-0016 Moved by Commissioner Angell, seconded by Commissioner Jennings, to set February 22,
2010 as the date ofpublic hearing and pass OrdinanceNo. 10-1053 1 on first reading. Aye: (4). Nay:
(0). Motion carried.
ADJOURNMENT
10-0018 Moved by Commissioner Angell, seconded by Commissioner Arpke, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye: (4). Nay: (0). Motion carried. The
meeting adjourned at 8:30 p.m.
/a/ % & L
M. Luci Larson, Mayor
[SEAL]
ATTEST:
/a/& & 6&
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregoing is a true correct excerpt of the action taken by the Governing Body at its regular
meeting on January 25, 2010 regarding first reading Ordinance No. 10- 1053 1. -
Page 1
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING
OF THE BOARD OF COMMISSIONERS
February 22,2010
4:OO p.m.
The City Commission convened at 2:OO p-m. in a Study Session for a Joint City-County Meeting. The
Regular Meeting of the Board of Commissioners was called to order at 4:OO p.m. in Room 107, City-
County Building. A roll call was taken followed by the Pledge of Allegiance and a moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Tom Arpke;
Commissioner Norman Jennings; Commissioner Aaron Peck
Absent: Commissioner Samantha Angel1
PUBLIC HEARINGS AND ITEMS SCHEDULED FOR A CERTAIN TIME
(5.1) Public hearing on
2009 special assessment projects.
(5.1 a) Second reading Ordinance No. 10-1 053 1.
Mayor Larson opened the public hearing.
There being no further comments, the hearing was closed.
10-0033 Moved by Commissioner Peck, seconded by Commissioner Jennings, to adopt Ordinance
No. 10-1053 1 on second reading Aye: (4) Arpke, Jennings, Peck, Larson. Nay:
(0). Motion carried.
ADJOURNMENT
10-0048 Moved by Commissioner Arpke, seconded by Commissioner Jennings, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye: (4). Nay: (0). Motion carried. The
meeting adjourned at 650 p.m.
/a/ %. L &
M. Luci Larson, Mayor
[SEAL]
ATTEST:
/a/& & G&
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregoing is a true correct excerpt of the action taken by the Governing Body at its regular
regarding meeting on February 22,20 10
Ordina
the public hearing levying special assessments and second reading of
Lieu AM Elsey, City Clerk
Page 1
Publisher's Affidavit
L .. rtffanv Modlin , being duly s\voI'Il
declare that I a ti1 thr Ieaa C r
v
of THE SALINA JOURNAI,, a daily newspaper
published at Salina, Saline County, Kansas, and of
getieral
circulation 111 said county, which newspaper
has been admitted to the mails as second cldss matter in
S~IL~ county, and continuously and unmterruptedly
published for five consecutive years prior to first
publication of attached notice, and that the
01 dinancc #lo-10531 Notice
has been COI rectly published in the entire issues of said
newspaper one time, publication being given in the
issue
ot February 27, 2010
d Notary Public
Printer's Fec $4.11 00
(Published in the
Salina Journal
February 27.2010)
ORDINANCE NUMBER 10-10531
AN ORDINANCE LEVY- ING SPECIAL ASSESS
MENTS ON LOTS PIECES AND PARCEL$
OF GROUND IN THE
ClN OF SALINA. KAN-
AS FOR THE PUR.
8 OSE OF PAYING A
PORTION OF THE COST OF CERTAIN IMPROVE-
MENTS IN THE CITY. WHEREAS the Govern-
ing Bod 01 the Cty Of
ylina kansas (the "W")
has authorized the follow- ing improvements (collec-
tlvel the 'Improve men&) in the CRY to be
constructed pursr;ant to K.S.A 12-Sa01 and
K.S A 12-6a19 et S pRtjjECT NO 0&%4
ADDITION
STREET DRAINAGE AND hlLm
. STONE CREEK
IMPROVEMENTS me curb, gutter. pave.
ment and grading lor aP- proximately 810 lineal feet
of Stone Creek Court The rnstaliation
of approxi-
mately 247 tineal leet 01
stom sewer pipe, inlets,
and all appurtenances
thereto.
me installation of a proxi- mately 482 tineal
get of
six-inch water main. fire hydrants. valves. flHlngS.
service connections
lor
water lmes and all appur-
tenances thereto. and me installation 01 appmxb
matety 1.200 lineal lee1 01
eight-inch sanitary sewer
main sewce connections lor sewer
tines. manholes,
and all appurtenances
thereto
SCOULAA ADDlilON
WATER
IMPROVEMENTS
The installation of approxi- mately 1,395 lineal feet of
PROJECT NO. os2764
SiX-inch water main fire hydrants. valves, fikngs,
and all appurtenances thereto along Eastmoor
Drive and Country Club
Road to the west propey
line of the pro eriy in the
improvement Jstrict. then
south along said property line to the soulhwest cor-
ner 01 the property in the improvement district and
then west
lo Eastmoor Dnve.
WHEREAS
. Ihe total costs of such improve
menls have been deter. mined. the Governlnp
Body has caused the as- sessments against each
lot. plece or arcel of land deemed to ge benelrted
by such bnprovements to be determined in the m'an-
ner set lorth in the resolu- tions as to advisabllity of
the tm rovements pro vided for pursuant lo
ICs A 12-6a04, and an as- sessment roll has been
prepared. and WHEREAS
, such as-
sessment roll was filed with the City Clerk and
has been open to public inspeclion. and
WHEREAS the City- Clerk, at the direction of
the Governin Body caused notice o?the hear:
mg
on the special assess- ments to be published not
less than 10 days prior lo such hearing, and notice
to be mailed lo the prop erty owners lo be as
sessed in accordance wdh K d A. 12-6ao9. and
WHEREAS , the Gov- erning Body held a public
hearing lo consider each of the proposed assess
menta BE IT ORDAINED by
the Govermng Body of Ihe
clty of Salina. Kansas
Sectlon 1 Special As- sessmenls to pay the cost
of the lollowing projects
are hereby levied against
several
lols. pieces and parcels 01 land iiable for
special assessments lor sard Improvements. 8s
loliows
PROJECT NO. 08-2714
STONE CREEK ADDITION
STREET DRAINAGE
AND
bTlLlN
IMPROVEMENTS
26473 Lot 1, Block 1,
Stone Creek Addition
525.297 08
26474 Lot 2 Block 1. Stone Creek Addttion
525.297 08 26475 Lot 3, Block 1.
Stone Creek Addition
$25.297 08
26476 Lot 4 Block 1, Stone Creek Ac'ddion
$25.297 08 26477 Lot 5, Block 1.
Stone Creek Addition
$25,297 00
26478 Lot 6 Block 1, Stone Creek Addilion
S25297 08 26479 Lo1 7. Block 1.
Stone Creek Addition 125,297 08
26480 Lot 8 Block 1. Stone Creek Additon
$25,297 08 26481 Lot 9, Block 1,
Stone Creek Adddmn
$25.297.08
26482 Lot 10 Block 1. Stone Creek Addition
$25.297 08 26483 Lot 11, Block 1,
Stone Creek Addrtion
S25.297.08
26484 Lot 12 Block 1.
Stone Cfeek Addition
$25.297 08 26485 Lot 13. Block 1,
Sone Creek Addition
S25.297 08
26486 Lot 14 Block 1, Stone Creek Adbilon
$25 297 08 TOTAL COST TO THE
IMPROVEMENT DIS. TRlCT S354,159.12
TOTAL COST TO ClTy AT-LARGE 0.00
TOTAL PROJECT COST 9354,159.12
PROJECT NO. 09-2764 SCOULAR ADDITION
WATER IMPROVEMENTS
15996 Lot 1. Block 1. Swular Addition
$52.554 70 TOTAL COST TO
IMPROVEMENT DISTRICT $52,554.70
TOTAL COST TO CrrV AT-LARGE 0.00
TOTAL PROJECT COST 952,554.70
Sectlon 2 me special assessments orovided lor
in Section t b ttiis Ordi nance shall be certified by
the Cit Clerk to the Countv &erk in the Same
manner and at the same tlme as other taxes are
certified The assess- ments and will be col-
lected in litleen (15) equal annual installments. to
gether with interest on such amounts at a rate
not exceeding the maxi mum rate therefore as
rescribsd b the Act.
?he lirst instahmt shall
become due with the frrst payment of general prop- ert taxes for the year 2070. lnteresl on the as-
sessed amount remaintng unpaid between the enec-
Uve date of this Ordinance and the date the first in-
stallment is payable but not less than the amount
01 interest due during the coming year on any out
standin bonds issued to hnanceyhe Impmvements,
shall be added to the lirst installment The inleresl
lor one year on all unpaid installments shall be
added to each subsequent rnstallment until paid.
Sectlon 3 The owner
04 any plece or parcel of
pro erly liable for any
suci assessments may
redeem hls properly. in whole or in pall. fmm such
llabili by paying to the City Xeasurer the entire
amount
or a porlion
thereoi. charaeable
apalnst bid propkly at any time on or betore
March 22. 2010. and
to the extenl 01 anv such
payment the prop'ey so paid on ;hall not thereal.
ler be liable lor an IurIher assessments for he cost
01 said improvements. nor lor any interest due
thereon. Sectlon 4. This Ordk
nance shall take effect from and after its passage
and ubticallon in the offi- cial& newspaper
Introduced.
January 25,2010
Passed.
February 22,2010
M Lucl Larson.
Mayor
%%T
Lieu Clerk Ann Ebey, CMC, Clty
(11)
Department of Finance & Administration
Office
of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
c%fd TELEPHONE (785) 309-5735
FAX (785) 309-5738
e-mail:
lieuann.elsey@salina.org
s Website: www.salina-ks.gov
TDD (785) 309-5747
salina
I, Lieu Ann Elsey, hereby certify that the attached document is a sample of the prepayment
notice letter and statement mailed to the property owners in the benefit districts included in the
20 1 O-A General Obligation Bonds.
Lieu AM Elsey
City Clerk
TELEPHONE (785) 309-5735
TDD (785) 309-5747
Dep;amnWi€WFinance & Administration c%'d
office of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
FAX (785) 309-5738
e-mail: lieuann.elsey@salina.org
s Website: www.salina-ks.gov salina
January 26,20 10
LANDCORE DEVELOPMENT LLC
300 S 9TH ST STE 101
SALINA, KS 67401-3894
Dear Property Owner:
Please consider this letter your notice of a public hearing, which will be held by the Salina Board of
Commissioners on Monday, February 22,2010 at 4:OO p.m. The meeting will take place in Room 107
of the City-County Building, 300 W. Ash, Salina, Kansas. The purpose of this hearing will be to
consider written or oral comments regarding proposed assessments for improvements to property
within the City of Salina. Your property is described as follows:
Tract Number: 26473
Legal Description: Lot 1, Block 00 1 , STONE CREEK ADD
City of Salina, Saline County, Kansas
This property is included in the proposed assessments for improvements in Engineering Project No.
09-2714. The proposed assessment to your property for the improvements is $ 25,297.07. Please be
advised that this is NOT a request for payment, but a notice of the hearing where the Board of
Commissioners will establish the actual assessment to your property. Once established, you will be
sent a notice requesting payment for the assessment. At that time, you will have the option of paying
the assessment or spreading it over a fifteen-year period that will show up on your real estate taxes and
include interest. You are welcome to come to my office and examine the records regarding the
proposed assessment. If you prefer, you may call me with questions or contact Dan Stack, City
Engineer, at (785) 309-5725.
Sincerely,
Lieu AnnElsey "
City Clerk
TELEPHONE (785) 309-5735
FAX (785) 309-5738
TDD (785) 309-5747
Department of Finance & Administration
Office of City Clerk
Lieu Ann Elsey, City Clerk
300 West Ash Street, Suite 206
P.O. Box 736
Salina, Kansas 67402-0736
e-mail: lieuann.elsey@salina.org
Website: www.salina-ks.gov
Salina
February 23,2010
LANDCORE DEVELOPMENT LLC
300 S 9TH ST STE 101
SALINA, KS 67401-3894
Dear Property Owner:
On February 22, 2010, the Salina City Commission held a public hearing regarding special assessments for
improvements to property you own. These special assessments were set by ordinance on that same day.
The following statement shows the amount of the assessment to be $ 25,297.07. You have the following
options:
1) The assessment may be paid in full or in part at this time. To do this, return the yellow copy of this
statement, with your check, by 5:OO p.m., March 29, 2010. If paid in part, the unpaid balance will be
assessed by the method below.
2) You may choose to pay your assessment with your property taxes over the next fifteen years. The
City will issue 15-year general obligation bonds to provide for the long term financing of the
improvements. The pnncipal and interest will be calculated and certified to the County Clerk to be
included on your annual property tax bill. The interest rate will be set when the bonds are sold, but it
is not expected to exceed 6.0%. To accept this option, do not pay the amount on this statemefit. No
payment is required at this time and you do not need to notify our office of your decision, unless you
would like to make a payment.
Property Information:
Legal Description
Tract: 26473 Job Number 2009-2714
Principal Amount $25,297.07
Lot 1, Block 1, Stone Creek Addition
WATER IMPROVEMENTS
STORM SEWER
STREET IMPROVEMENTS
First year of Assessment - 20 10
Last year of Assessment - 2024
If you have any questions regarding this matter, please feel free to contact our office.
Sincerely,
U Lieu Ann Elsey
City Clerk
CERTIFICATE OF PREPAYMENTS
STATE OF KANSAS 1
COUNTY OF SALME 1
) ss:
I, City Treasurer of the City of Salina, Kansas, do hereby certify that no payments have been
received by the owners of the properties assessed within the Stone Creek Addition Improvement District
(Project No. 08-2714) during the 30 day prepayment period established for said Improvement District.
WITNESS my hand and official seal on April 8,201 0.
Commission
Action #
CITY OF SALINA, KANSAS
REGULAR MEETING OF THE BOARD OF COMMISSIONERS
March 22,2010
4:OO p.m.
The City Commission convened at 2:30 p.m. in a Study Session for the 2009 Year End Financial
Reports. The Regular Meeting of the Board of Commissioners was called to order at 4:OO p.m. in
Room 107, City-County Building. A roll call was taken followed by the Pledge of Allegiance and a
moment of silence.
There were present: Mayor M. Luci Larson, Chairman presiding; Commissioner Samantha Angell;
Commissioner Tom Arpke
Absent: Commissioner
Norman Jennings
Commissioner Aaron Peck
ADMINISTRATION
(8.1) General Obligation Bonds and Notes.
(8.la) Resolution No. 10-6718 authorizing the offering for public sale of general
obligation temporary notes and bonds.
(8.lb) First reading Ordinance No. 10-10540 authorizing the issuance and delivery of
General Obligation Internal Improvement Bonds, Series 20 1 O-A.
10-0076 Moved by Commissioner Angell, seconded by Commissioner Arpke, to adopt Resolution
No. 10-6718. Aye: (3). Nay: (0). Motion carried.
10-0077 Moved by Commissioner Angell, seconded by Commissioner Arpke, to pass Ordinance
No. 10-10540 on first reading. Aye: (3). Nay: (0). Motion camed.
ADJOURNMENT
10-0078 Moved by Commissioner Arpke, seconded by Commissioner Angell, that the Regular
Meeting of the Board of Commissioners be adjourned. Aye: (3). Nay: (0). Motion camed. The
meeting adjourned at 4:22 p.m. /&/a. L L
M. Luci Larson, Mayor
[SEAL]
ATTEST:
/a/L & G&
Lieu Ann Elsey, CMC, City Clerk
I hereby certify that the foregoing
is a true correct excerpt of the action taken by the Governing Body at its regular
meeting on March 22,20 10 regarding Resolution
No. 10-67 1 ce No. 10-10540.
Page 1
~.
r----
I
I
RESOLUTION NO. 10-6718
RESOLUTION AUTHOmG i”HE OFFERING FOR SALE OF. GENERAL
OBLIGATION TEMPORARY NOTES, SERIES 2010-1 .AND GENERAL
OBLIGATION
~ERN&’WLMPROV&3lJWT AND REFUNDING BONDS, SERIES
2010-A, OR THE CITY OF SALINA, KANSAS.
WHEREAS, the City of Salina, Kansas (the “Issuet”), has heretofore authorized certain internal
improvements described as follows (the “Improvements”):
Notea
-
Project Descri~tion ‘ Resolotion No. Authority Amount
Grand Prairie Addition : 094675 K.S.A. 124a01 erseq. $1,600,000.00
TO!& 51,600,000.00
- Bonds
Prom Deseriation s R~lhtion NO. Authority Amount
Landfill, Cell 5 Construction 094648 K.S.A. 12-2101 ef seq. $1,600,000.00
Bicentennial Center Renovat ion 09-6653 . K.S.A. 12-1 736 et seq. 2,500,000.00
Fire Station #I Renovation 09-6681 K.S.A. 12-1736 efseq. 1,787.000.00
Scoular Addition 09-2764 K.S.A. 12-6a01 er seq 52,500.00
Stone Creek Addition 08-2714 K.S.A. 12-6a01 er seq. 354.100.00
Total.- S6,293,600.00
; and
WHEREAS, the Issuer desires to issue its general obligation temporary notes and general obligation
ionds in order to finance the costs of shch Improvements; and
-AS, the Issuer has selected the firm of George K. Barn & Co., Kansas City, Missom’
:“Financial Advisor”), as financial advisor for a series of general obligation temporary notes and a series of
general obligation bonds of the Issubr to be issued in order in order to provide funds to finance the
Improvements; and
WREAS, the Issuer, has heretofore issued and has outstanding general obligation bonds; and
WHEREAS, due to the cwent interest rate environment, the Issuer has the opportunity to issue its
general obligation refunding bonds in order to achieve an interest cost savings on the debt represented by
iuch general obligation bonds described as follows (the “Refunded Bonds”):
&&s Dated Date - Film Amouni Redemvfion Dafe
2002-A 1/15R002 .’ 2011 to2013 $630,000 05J1 SI201 0
WEEREAS, the Issuer desires to authorize fhe Financial Advisor to proceed with the offering for
;ale of said general obligation tempow notes and general obligation bonds and related activities; and
WHEREAS, one of the duties and responsibilities of the Issuer is to prepare and distribute a
veliminary offjcial statement relating to said general obligation bonds; and
WHEREAS, the Issuer desires to authorize the Financial Advisor, in conjunction with the Clerk, to
iroceed with the preparation and distribution of a preliminary official statement and notice of bond sale and
o authorize the distribution thereof and all other preliminary action necessary to sell said general obligation
Bonds.
BE IT RESOLVED BY THE’GOVERNING BODY OF TRE crry OF SALINA, KANSAS, AS
~OLLOWS:
Sectionl. The Issuer is hereby authorized to offer at competitive public sale the Issuer’s
pproximately $1,635,000 principal hount General Obligation Temporary Notes, Series 2010-1 (the
Notes”) and approximately $6,600,000 principal amount General Obligation Internal Improvement and
=
I
I
I
i
I
I
I
I
Refunding Bonds in one or more series (the “Bonds”), as described in the Notice of Sale hereinafter refem
to and as revised by the Clerk and the Director of Finance, after consultation with Bond Counsel and th
Financial Advisor.
Sectioet. The Preliminary Oficial Statement, dated March 22, 2010. is hereby approved i
substantially the form presented to the governing body this date, with such changes or additions as the Mayc
and Clerk shall deem necessary and appropriate, and such offcials and other representatives of the Issuer BT
hereby authorized to use s6ch docmeht in COMeCtiOn with the public sale of the Notes and the Bonds.
Section 3. The Clerk, in conjhction with the Financial Advisor and Gilmore & Bell, P.C., Kansa
City (“Bond Counsel”), is hereby authorized and directed to givehotice of aid bond sale by publishing
summary of the Notice of Bond Sale not less than 6 days before the date of the bond sale in a newspaper c
general circulation in Salina County, Kansas, and the Kunras Register and by distributing copies of th
Notice of Bond Sale and Preliminary Oflicial Statement to prospective purchasers of the Bonds. Proposal
for the purchase of the Bonds shall be submitted upon the terms and conditions set forth in said Notice a
Bond Sale, and shall be delivered to the governing body at its meeting to be held on such date, at whicl
meeting the governing body shall review such bids and shall award the sale of the Bonds or reject al
proposals.
Section 4. For the purpose of enabling the purchasefls) of the Notes and the Bonds (th~
“Purchaser”) to comply with the requirements of Rule 15~2-12 of the Securities Exchange Commission (thi
“Rule”), the appropriate officers of the Issuer are hereby authorized: (a) to approve the form of sail
Preliminary Official Statement, and to execute the “Certificate Deeming Preliminary Official Statemen
Final” in substantially the form attached hereto as Exliibil A, as approval of the Preliminary Oflicia
Statemenf such official’s signature thereon being conclusive evidence of such official’s and the Issuer’,
approval thereof. @) covenant to provide continuous secondary market disclosure by annually transmittinj
certain financial information and operating data and other information necessary to comply with the Rule ti
certain national repositories and the Mtmicipal Securities Rulemaking Board, as applicable; and (c) take sucl
other actions or execute such other documents bs such officers in their reasonable judgment deem necessar]
to enable the Purchaser to comply with the requirement of the Rule.
Section 5. The Issuer agrees to provide to the Purchaser within seven business days of the date o
the sale of Notes and the Bonds or withiin sufficient time to accompany any confumation that request
payment from any customer of the Purchaser, whichever is earlier, sufficient copies of the final Officia
Statement to enable the Purchaser to comply with the requirements of Rule 15c2-12(3) and (4) of thc
Securities and Exchange Commission and with the requirements’ of Rule G-32 of the Municipal Securitie:
Rulemaking Board.
Section 6. The Financial Advisor is hereby authorized to submit a bid or,prticipate in a syndicati
submitting a bid for the purchase of the Notes anq/or the Bonds.
Section 7. The Mayor, Clerk and the other officers and representatives of the Issuer, the Financia
Advisor and Bond Counsel are hereby authorized and directed to take such other action as may be necessaq
to carry out the public sale of the Notes and Bonds.
Section 8. This Resolution shall be in full force and effect from and after its adoption.
BALANCE:
OF ’IXIS PAGE INTENTIONALLY LEFT BLANK]
MMLh
ADOPTED by the goveming body onMq-22,2010.
SEAL)
4TEST:
Lieu Ann Elsey, Clef
EXHIBIT A
CERTIFICATE DEEMING
PRELIMINARY OFFICIAL STATEMENT FINAL
March 22,2010
To: [Purchaser Name]
[Purchaser City, State]
[Purchaser Name]
[Purchaser City, State]
Re: $1,600,000* City of Salina, Kansas, General Obligation Temporary Notes, Series
2010-1 and $5,500,000* City of Salina, Kansas, General Obligation Internal
Improvement and Refunding Bonds, Series 2010-A
Ladies and Gentlemen:
The undersigneds are the duly acting Mayor and Clerk of the City of Salina, Kansas (the
“Issuer”), and are authonzed to deliver this Certificate to the addressee (the “Purchaser”) on behalf of the
Issuer. The Issuer has heretofore caused to be delivered to the Purchaser copies of the Preliminary
Official Statement (the “Prelirmnary Official statement”), relating to the above-referenced notes and
bonds (the “Secunties”).
For the purpose of enabling the Purchaser to comply with the requirements of Rule 15c2-12(b)(l)
of the Securities and Exchange Comssion (the “Rule”), the Issuer hereby deems the information
regarding the Issuer contained in the Preliminary Official Statement to be ha1 as of its date, except for
the omission of such information as is permitted by the Rule, such as offering prices, interest rates, selling
conipensation, aggregate principal amount, principal per maturity, delivery dates, ratings, identity of the
underwriters and other terms of the Securities depending on such matters.
Very truly yours,
CITY OF SALINA, KANSAS
By:
Title: Mayor
By:
Title: Clerk
Preliminary; subject to change.
PRELLMINARY OFFICIAL STATEMENT DATED MARCH 22,2010
In the opinion of Gilmore & Bell, P.C., Kansas City, Missouri, Bond Counsel, under existing law and assuming continued
compliance with certain requirements of the Internal Revenue Code of 1986, as amended the interest on the Notes [(including
any original issue discount properly allocable to an owner thereon] is excluded fiom gross income for federal income tax
purposes, and is not an item of tax preference for purposes of the federal alternative minimum tax imposed on individuals and
corporations and is not taken into account in determining adjtLFted current earnings for the purpose of computing the alternative
minimum tax imposed on certain corporations. The interest on the Bond [(including any original issue discount properly
allocable to an owner thereof] is excluded fiom gross income for federal income tax purposes, and is not an item of tax
preference for purposes of the federal alternative minimum tax imposed on individuals and corporations but 4 taken into
account in determining a@usred current earnings for the purpose of computing the alternative minimum tax imposed on certain
corporations. The interest on the Notes and Bonds is excludedfiom computation of Kansas adjusted gross income. The Notes
and Bond are “qualified tax-exempt obligations” within the meaning of Section 265(b)(3) of the Internal Revenue Code of
1986, as amended See TAX MA lTERS herein.
New Issues
Book-Entry Only
Bank Qualified
Moody’s Ratings- “Applied For”
Bidders Option Insurance- “Applied For”
$2300,000
(subject to chan e) CITY OF SALINA, &SAS GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
$6,915,000 (subject to change)
CITY OF SALINA, KANSAS GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
v.ca f.2 2 23= .5 12 ; - A=
zzg $E
253
2-j $
L -d
=- d
=I=*
SERIES 2010-A
f 2 2 Dated: May 1,2010 Due: As Shown Herein
35% -5 The- Series 2010-1 Notes (the “Notes”) will be issued as fully registered notes in the denomination of $5,000 or any 2 .? 5 integral multiple thereof. The Notes shall be initially registered in the name of Cede & Co., as nominee of The Depository Trust
=cs c
.e Company (“DTC”), New York, New York, to which payment of principal and interest will be made. Individual purchases of sz 2 3 2 5 Notes will be made in book-entry form. Purchasers will not receive certificates representing their interest in the Notes
= 2. Z on the Notes will be payable by check, draft, or wire transfer kern the Treasurer of the State of Kansas (the ‘mote Paying
d 5 < .E 2
3.2 0 % 2 E The Series 201 0-A Bonds (the “Bonds”) will be issued as fully registered bonds in the denomination of $5,000 or any
2 Z Z integral multiple thereof The Bonds shall be initially registered in the name of Cede & Co., as nominee of DTC to which
payment of principal and interest will be made. Individual purchases of Bonds will be made in book-entry only form. Purchasers g2.. :%!= .5 p 8 will not receive certificates representing their interest in the Bonds purchased. Principal on the Bonds will be payable on each 23 2 October 1 in the years shown herein. Interest on the Bonds will be payable semiannually on April 1 and October 1 of each year
$2 until maturity, commencing on April I, 201 1. The principal of and interest on the Bonds will be payable by check, draft, or wire
d 3 s ‘J ‘2 transfer from the Treasurer of the State of Kansas (the “Bond Paying Agent’). The Bonds are subject to redemption at the option c *G 5 8 ~. of the City as further described herein. -5*
zo.i 81 =
2- 2
2- 2 ZZF
interest on the Notes and Bonds as the same becomes due. See THE NOTES - “Security” and THE BONDS - “Security” herein. - m-
z==
- c .4 s _. t 2 9.- The Notes and Bonds are offered when, as and if issued by the City and received by the Underwriters subject to the =s; zs 5 approval of Bond Counsel. It is expected that the Notes and Bonds will be available for delivery through the facilities of DTC on - or about May 5,2010. g .: 2 2
Egg
yr 3 *z
.z CC .- c .- - 7zz -
k-d Y 2 .%
53 .= ,o 2 purchased. Interest on the Bonds will be payable semiannually on February 1,201 1 and August 1, 20 1 1. Principal and interest
5;
>, Agent”). The Notes are not subject to redemption prior to maturity.
3 -
MATURITY SCHEDULES
(see inside front cover) E+ E
c-z .- - The full fkith, credit, and resources of the City are irrevocably pledged for the prompt payment of the principal and
XI-
BIDS FOR THE PURCHASE OF THE NOTES AND BONDS WILL BE RECEIVED
PURSUANT TO THE NOTICE OF SALE:
The Notes: On
or before 1:OO pm., Central Daylight Time
The Bonds: On or before 2:OO pm., Central Daylight Time
On Monday, April 19,2010
G 9-
-
--%
zm+ =s
‘2 2 THIS COVER PAGE CONTAINS INFORMATION FOR QUICK REFERENCE ONLY. IT IS
OFFICLAL STATEhENT TO OBTAIN INFORMATION ESSENTIAL TO THE MAKING OF AN INFORMED INVESTMENT DECISION
A SUMMARY OF THE ISSUE INVESTORS MUST READ THE ENTIRE
MATURITY SCHEDULES
$2,500,000
(subject to change)
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
Base
CUSLP“’
794743
- Maturitv Amount Rate Yield
08-0 1-1 1 $2,500,000
The Notes are subject to redemption prior to maturity.
$6,915,000
(subject to change)
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
Maturity
10-0 1-12
10-01-1 3
10-01 -14
10-01 -1 5
10-01 -1 6
10-01 -1 7
10-01 -1 8
10-01
- 19*
10-01-20*
10-01-2 1 *
10-0 1 -22*
10-01 -23
*
10-0 1 -24*
10-0 1-25*
10-01511
Base
CUSIP“ ’
794743 Amount Rate Yield - $785,000
880,000
895,000
695,000
285,000
290,000
300,000
3 10,000
320,000
330,000
340,000
350,000
365,000
380,000
390,000
*The Bonds maturing on
or after October 1,2019, will be subject to redemption prior to maturity at the option of the
City
on October 1, 2018, and thereafter, in whole or in part on any date, in principal amounts of $5,000 or any
integral multiple thereof, at a price equal to 100% of the principal amount of Bonds to be redeemed plus accrued
interest to the date fixed
for redemption. [The Term Bond is also subject to mandatory redemption.] See THE
BONDS - “Redemption Provisions” herein.
ri)CUsIp numbers have been assigned to this issue by Stan&rd & Poor’s CUSIP Senwe Bureau. a dwision of the McGraw-Hill Companies. Inc ~
and are included solely for the convenience of the Owners ojthe Notes and the Bonds. Neither the Issuer nor the Undenvriters shall be
responsible for the selection or correcmess of the CUSIP numbers set forth above.
NOTICE OF SALE
CITY OF SALINA, KANSAS
$2,500,000*
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
$6,915,000’
GENERAL OBLIGATION INTERNAL IMPROVEMENT
AND REFUNDING BONDS
SERIES 2010-A
(GENERAL OBLIGATION NOTES AND BONDS PAYABLE
FROM UNLIMITED AD VALOREM TAXES)
Bids. Written and electronic (as explained below) bids for the purchase of the above-referenced bonds (the
“Bonds”) and notes (the ‘Wotes”), of the City of Salina, Kansas (the “Issuer”) herein described will be received on
behalf
of the Issuer by the undersigned City Clerk of the Issuer, in the case of written bids, at the address
hereinafter set forth, and in the case of electronic bids, via PARITY@ on APRIL 19,2010 (the “Sale Date”) until the
times set forth in the following table:
SUBMITTAL
HOUR
Series 2010-1 Notes 1:00 p.m.
Series 2010-A Bonds 2:OO p.m.
SERIES [Central Daylipbt Time)
All bids will be publicly evaluated at said time and place and the award of the Bonds and Notes will be acted upon
by the governing body at its meeting to be held at
4:OO p.m. on the Sale Date. No oral or auction bids will be
considered.
NOTES
Terms of the Notes. The Notes will consist of fully registered notes in the denomination of $5,000 or any
integral multiple thereof (the “Authorized Denomination”). The Notes will be dated May
1, 201 0, and will become
due on August 1,201 1. The Notes will bear interest from the date thereof at rates to be determined when the Notes
are sold as hereinafter provided, which interest will be payable on February 1, 2011 and at maturity (the “Interest
Payment Dates”).
Adjustment of Issue Size. The Issuer reserves the right to increase or decrease the total principal amount
of the Notes, depending on the purchase price and interest rates bid and the offering prices specified by the
successful bidder. The principal amount of any maturity may be adjusted by the Issuer in order to properly size the
Note issue based on the discount and interest rates bid on the Notes. The successful bidder may not withdraw its
bid or change the interest rates bid as a result of any changes made to the principal amount of the Notes or principal
of any maturity as described herein. If there is an increase or decrease in the final aggregate principal amount of
the Notes
or the schedule of principal payments as described above, the Issuer will notify the successful bidder by
means of telephone
or facsimile transmission, subsequently confirmed in writing, no later than 2:OO p.m., central
daylight time, on the Sale Date. The Issuer will consult with the successful bidder regarding any increase
or
decrease in the total principal amount of the Notes in excess of 10% of the par value of the Notes. The actual
purchase price for the Notes shall be calculated by applying the percentage of par value bid by the successful bidder
- preliminary, subject to change.
1
against the final aggregate principal amount of the Notes, as adjusted, plus accrued interest from the date of the
Notes to the date of delivery.
Place of Payment. The principal of and interest on the Notes will be payable in lawful money of the
United States of Anierica by check or draft of Treasurer of the State of Kansas, Topeka, Kansas (the “Paying Agent”
and “Note Registrar”). The principal of each Note and the interest thereon will be payable at maturity to the owners
thereof whose names are on.the registration
books (the ‘Wote Register”) of the Note Registrar (the “Registered
Owner”) upon presentation and surrender at the principal o6ce of the Paying Agent. Interest on each Note will be
payable to the Registered Owner of such Note as of the fifteenth day (whether or not a business day) of the calendar
month next preceding each Interest Payment Date (the ‘‘Record Date”): (a) mailed by the Paying Agent to the
address of such Registered Owner as shown on the Note Register or at such other address as is furnished to the
Paying Agent in writing by such Registered Owner;
or (b) in the case of an interest payment to any Registered
Owner of
$500,000 or more in aggregate principal amount of Notes, by wire transfer to such Registered Owner
upon written notice given to the Paying Agent by such Registered Owner, not less than 15 days prior to the Record
Date for such interest, containing the wire transfer address to which such Registered Owner wishes to have such
wire directed.
Note Registration. The Notes will be registered pursuant to a plan of registration approved by the Issuer
and the Attorney General of the State
of Kansas. The Issuer will pay for the fees of the Note Registrar for
registration and transfer of the Notes and will also pay for printing a reasonable supply of registered note blanks.
Any additional costs
or fees that might be incurred in the secondary market, other than fees of the Note Registrar,
will be the responsibility of the Registered Owners.
Book-Entry-Only System. The Notes shall be initially registered in the name of Cede & Co., as the
nominee
of DTC and no beneficial owner will receive certificates representing their interests in the Notes. During
the term of the Notes,
so long as the book-entry-only system is continued, the Issuer will make payments of
principal of, premium, if any, and interest on the Notes to DTC or its nominee as the Registered Owner of the
Notes, DTC will make book-entry-only transfers among its participants and receive and transmit payment of
principal of, premium, if any, and interest on the Notes to is participants who shall be responsible for transmitting
payments to beneficial owners of the Notes in accordance with agreements between such Participants and the
beneficial owners. The Issuer will not be responsible for maintaining, supervising
or reviewing the records
maintained by DTC, its participants
or persons acting through such participants. In the event that (i) DTC
determines not to continue to act
as securities depository for the Notes, or (ii) the Issuer determines that
continuation
of the book-entry-only form of evidence and transfer of ownership of the Notes would adversely affect
the interests of the beneficial owners of the Notes, the Issuer will discontinue the book-entry-only form of
registration with DTC. If the Issuer fails to identify another qualified securities depository to replace DTC, the
Issuer will cause to be authenticated and delivered to the beneficial owners replacement Notes in the form of fully
registered certificates. Reference is made to the Preliminary Official Statement for further information regarding
the book-entry-only system
of registiation of the Notes and DTC.
Redemption of Notes Prior to Maturity.
GeneraL Whenever the Issuer is to select Notes for the purpose of redemption, it will, in the case of Notes
in denominations greater than the minimum Authorized Denomination, if less than all of the Notes then outstanding
are to be called
for redemption, treat each minimum Authorized Denomination of face value of each such fully
registered Note as though it were a separate Note in the minimum Authorized Denomination. .
Optional Redemptwn. Notes will not be subject to redemption and payment prior to maturity.
Authority, Purpose and Security for the Notes. The Notes are being issued pursuant to K.S.A. 10-101 et
seq. (including particularly K.S.A. 10-123), K.S.A. 12-6a01 et seq., and a resolution adopted by the governing body
of the Issuer (the ‘Wote Resolution”) for the purpose of paying a portion of providing financing for certain street.,
sewer, and water improvements within the boundaries of the City (the ‘‘Improvements~’). The Notes shall be
2
general obligations of the Issuer payable as to both principal and interest in part from special assessments levied
upon the property benefited by the construction of said Improvements and in part from the proceeds of general
obligation bonds of the Issuer, and, if not so paid, from ad valorem taxes which may be levied without limitation as
to rate or amount upon all the taxable tangible property, real and personal, within the territorial limits of the Issuer.
The full faith, credit and resources of the Issuer are irrevocably pledged for the prompt payment of the principal and
interest on the Notes
as the same become due.
BONDS
Terms of the Bonds. The Bonds will consist of fully registered bonds in the denomination of $5,000 or
any integral multiple thereof (the “Authorized Denomination”). The Bonds will be dated May 1, 20 10, and will
become due in principal installments on October
1 in the years as follows:
Year
201 1
2012
201 3
2014
.
201 5
2016
201
7
201 8
- Principal
Amount
$785,000
880,000
895,000
695,000
.285,000
290,000
300,000
3 10,000
- Year
2019
2020
202
1
2022
2023
2024
2025
Principal
Amount
$320,000
330,000
340,000
350,000
365,000
380,000
390,000
The Bonds will bear interest from the Dated Date at rates to be determined when the Bonds are sold as
hereinafter provided, which interest will be payable semiannually on April 1 and October 1 in each year, beginning
on April 1, 201 1 (the “Interest Payment Dates”).
Adjustment of Issue Size. The Issuer reserves the right to increase or decrease the total principal amount
of the Bonds, depending
on the purchase price and interest rates bid and the offering prices specified by the
successful bidder. The principal amount of any maturity may be adjusted by the Issuer in order to properly size the
Bond issue based on the discount and interest rates bid on the Bonds. The successful bidder may not withdraw its
bid or change the interest rates bid as a result of any changes made to the principal amount of the Bonds or
principal of any maturity as described herein. If there is an increase or decrease in the final aggregate principal
amount of the Bonds
or the schedule of principal payments as described above, the Issuer will noti@ the successful
bidder by means of telephone or facsimile transmission, subsequently confirmed in writing, no later than 2:OO p.m.,
central daylight time, on the Sale Date. The Issuer will consult with the successful bidder regarding any increase or
decrease in the total principal amount of the Bonds in excess of 10% of the par value of the Bonds. The actual
purchase price for the Bonds shall be calculated by applying the percentage of par value bid by the successful
bidder against the final aggregate principal amount of the Bonds, as adjusted, plus accrued interest from the date of
the Bonds to the date of delivery.
Place of Payment. The principal of and interest on the Bonds will be payable in lawful money of the
United States of America by check or draft of the Treasurer of the State of Kansas, Topeka, Kansas (the “Paying
Agent” and “Bond Registrar”). The principal of each Bond will be payable at maturity
or earlier redemption to the
owners thereof whose names are on the registration books (the “Bond Register”) of the Bond Registrar (the
“Registered Owner”) upon presentation and surrender at the principal ofice of the Paying Agent. Interest on each
Bond will be payable to the Registered Owner of such Bond as of the fifteenth day (whether or not a business day)
of the calendar month next preceding each Interest Payment Date (the “Record Date”): (a) mailed by the Paying
Agent to the address of such Registered Owner as shown on the Bond Register or at such other address as is
furnished to the Paying Agent in writing by such Registered Owner;
or (b) in the case of an interest payment to any
Owner of $500,000 or more in aggregate principal amount of Bonds, by wire transfer to such Registered Owner
upon written notice given to the Paying Agent by such Registered Owner, not less than 15 days prior to the Record
3
Date for such interest, containing the wire transfer address to which such Registered Owner wishes to have such
wire directed.
Bond Registration. The Bonds will be registered pursuant to a plan of registration approved by the Issuer
and the Attorney General of the State of Kansas. The Issuer will pay for the fees of the Bond Registrar for
registration and transfer of the Bonds and will also pay for printing a reasonable supply of registered bond blanks.
Any additional costs or fees that might be incurred in the secondary market, other than fees of the Bond Registrar,
will be the responsibility of the Owners.
Book-Entry-Only System. The Bonds will initially be issued exclusively in “book entry” form and shall
be initially registered in the name of Cede & Co., as the nominee of DTC and no beneficial owner will receive
certificates representing their interests in the Bonds. During the term of the Bonds,
so long as the book-entry-only
system is continued, the Issuer will make payments of principal of, premium, if any, and interest on the Bonds to
DTC
or its nominee as the Registered Owner of the Bonds, DTC will make book-entry-only transfers among its
participants and receive and transmit payment of principal of, premium, if any, and interest on the Bonds to its
participants who shall be responsible for transmitting payments to beneficial owners of the Bonds in accordance
with agreements between such participants and the beneficial owners. The Issuer will not be responsible for
maintaining, supervising or reviewing the records maintained by DTC, its participants or persons acting through
such participants. In the event that (i) DTC determines not to continue to act
as securities depository for the Bonds,
or (ii) the Issuer determines that continuation of the book-entry-only form of evidence and transfer of ownership of
the Bonds would adversely affect the interests of the beneficial owners of the Bonds, the Issuer will discontinue the
book-entry-only form of registration with DTC. If the Issuer fails to identify another qualified securities depository
to replace DTC, the Issuer will cause to be authenticated and delivered to the beneficial owners replacement Bonds
in the form of fully registered certificates. Reference is made to the Oficial Statement for further information
regarding the book-entry-only system of registration
of the Bonds and DTC.
Redemption of Bonds Prior to Maturity.
General Whenever the Issuer is to select Bonds for the purpose of redemption, it will, in the case of
Bonds in denominations greater than the minimum Authorized Denomination, if less than all of the Bonds then
outstanding are to be called for redemption, treat each minimum Authorized Denomination of face value of each
such fully registered Bond
as though it were a separate Bond in the minimum Authorized Denomination.
Optional Redemption. At the option of the Issuer, Bonds or portions thereof maturing on October 1 , 201 9,
and thereafter, will be subject to redemption and payment prior to maturity on October 1 , 201 8, and thereafter, as a
whole or in part (selection of maturities and the amount of Bonds of each maturity to be redeemed to be determined
by the Issuer in such equitable manner as it may determine) at any time, at the redemption price of 100% (expressed
as a percentage of the principal amount), plus accrued interest to the date of redemption.
Mandatory Redemption. A bidder may elect to have all or a portion of the Bonds scheduled to mature in
2019 to 2025 issued as term bonds (the “Term Bonds”) scheduled to mature in the latest of said consecutive years
and subject to mandatory redemption requirements consistent with the schedule of serial maturities set forth above,
subject to the following conditions: (a) not less than all Bonds of the same serial maturity shall be converted to
Term Bonds with mandatory redemption requirements; and (b) a bidder shall make such an election by completing
the applicable paragraph on the Official Bid Form.
Notice and Eflect of Call for Redemption. Unless waived by any owner of Bonds to be redeemed, if the
Issuer shall call any Bonds for redemption and payment prior to the maturity thereof, the Issuer shall give written
notice of its intention to call and pay said Bonds to the Bond Registrar, the Bond Insurer, if any, and the original
purchaser of the Bonds. In addition, the Issuer shall cause the Bond Registrar to give written notice of redemption
to the registered owners of said Bonds. Each of said written notices shall be deposited in United States first class
mail not less than 30 days prior to the date fixed for redemption. All notices of redemption shall state the date of
redemption, the redemption price, the Bonds to be redeemed, the place of surrender of Bonds
so called for
4
redemption and a statement of the effect of the redemption. The Issuer shall also give such additional notice as may
be required by Kansas law or regulation of the Securities and Exchange Commission in effect as of the date of such
notice. If any Bond be called for redemption and payment as aforesaid, all interest on such Bond shall cease fiom
and after the date for which such call is made, provided funds are available for its payment at the price hereinbefore
specified.
Authority, Purpose and Security for the Bonds. The Bonds are being issued pursuant to K.S.A. 10-101
etseq., K.S.A. 12-6aO1 etseq., K.S.A. 12-1736 et seq., and.K.S.A. 12-2101 et seq., as amended, and an ordinance
and resolution adopted by the governing body of the Issuer (jointly the “Bond Resolution”) for the purpose of
providing financing for certain street, sewer, water and public building improvements within the boundaries of the
City (the “Improvements”). The Bonds shall be general obligations of the Issuer payable as to both principal and
interest in part fiom special assessments levied upon the property benefited by the construction
of said
Improvements and, if not so paid, from ad valorem taxes which may be levied without limitation as to rate or
amount upon all the taxable tangible property, real and personal, within the territorial limits of the Issuer. The full
faith, credit and resources of the Issuer are irrevocably pledged for the prompt payment of the principal and interest
on the Bonds as the same become due.
BIDS FOR BONDS AND NOTES
Submission of Bids. Written bids must be made on forms which may be procured from the City Clerk or
the Financial Advisor and shall be addressed to the undersigned, and marked “Proposal for General Obligation
Internal Improvement and Rehnding Bonds, Series 201 0-A,” or “Proposal for General Obligation Temporary
Notes, Series 2010-1.” Written bids submitted by facsimile should not
be preceded by a cover sheet and should be
sent only once to (785)309-5738. Confirmation of receipt of facsimile bids may be made by contacting the
Financial Advisor at the number listed below. Electronic bids via PARITY@ must be submitted in accordance with
its Rules of Participation, as well as the provisions of this Notice of Sale. If provisions of this Notice of Sale
conflict with those of
PARITY@, this Notice of Sale shall control. Bids must be received prior to the Submittal
Hour on the Sale Date accompanied by the Deposit (as hereinafter defined), which may be submitted separately,
provided such Deposit is received by the Issuer or the Financial Advisor prior to the Submittal Hour on the Sale
Date. The Issuer shall not be responsible for any failure, misdirection
or error in the means of transmission selected
by any bidder.
PARITY@. Information about the electronic bidding services of PARITY@ may be obtained from i-Deal
LLC at 1359 Broadway, 2nd Floor, New York, New York 10018, Phone No. (212) 849-5000.
Conditions of Bids. Proposals will be received for the Bonds and Notes bearing such rate or rates of
interest as may be specified by the bidders, subject to the following conditions:
For the Bonds: The same interest rate shall apply to all Bonds of the same maturity year. Each interest rate
specified shall be a multiple of 1/8 or 1/20 of 1%. No interest rate may exceed a rate equal to the daily yield for
I 0-year treasury bonds published by The Bond”Buyer in New York, New York, on the Monday next preceding the
day of which the Bonds are sold, plus 3%. The difference between the highest rate specified and the lowest rate
specified for the
Bonds cannot exceed 2.5%. No bid of less than the principal amount of the Bonds and accrued
interest thereon to the date of delivery will be considered and no supplemental interest payments will be considered.
Each bid for the Bonds must spec@ the total interest cost to the City during the term of such Bonds on the
basis of such bid, the premium or discount, if any, offered by the bidder, the net interest cost on the basis of such
bid and an estimate of the TIC
(as hereinafter defined) on the basis of such bid, all certified by the bidder to be
correct and the City will be entitled to rely on the certificate of correctness of the bidder.
For the Notes: The same interest rate shall apply to all Notes. Each interest rate specified shall be a
multiple of MOO of 1%. No interest rate may exceed a rate equal to the daily yield for 10-year treasury bonds
published by The Bond Buyer in New York, New York, on the Monday next preceding the day of which the Notes
5
are sold, plus 3%. No bid of less than 99.25% of the principal amount of the Notes and accrued interest thereon to
the date of delivery will be considered and no supplemental interest payments will be considered.
Each bid for a series of the Notes must specify the total interest cost to the City during the term of the
applicable series of Notes on the basis of such bid, the discount or premium, if any, offered by the bidder, and the
net interest cost to the City on the basis of such bid, all certified by the bidder to be correct and the City will be
entitled to rely on the certificate of correctness of the bidder. Each bid for a series of the Notes must also specify
the average annual net interest rate to the City on the basis of such bid.
Good Faith Deposit. Each bid shall be accompanied by a good faith deposit as follows:
For the Notes: A good faith deposit will not be required for the Notes.
For the Bonds: Each bid for the Bonds shall be accompanied by a Deposit in the form of a certified or
cashier’s check or a Financial Surety Bond in the amount of 2% of the principal amount of the Bonds, payable to
the order of the City.
If a check
is used for a Deposit, it must accompany each bid. If a Financial Surety Bond is used for a
Deposit, it must be from an insurance company licensed to issue such a bond in the state of Kansas, and such bond
must be submitted to the City
or the City’s financial advisor prior to the opening of the bids. The Financial Surety
Bond must identify each bidder whose Deposit is guaranteed by such Financial Surety Bond. If the Bonds or the
Notes are awarded to a bidder utilizing a Financial Surety Bond, that purchaser (“Purchaseryy) is required to submit
its Deposit to the City in form of a cashier’s check (or wire transfer such amount as instructed by the City or its
financial advisor) not later than
2:OO P.M., local time on the next business day following the award. The Deposit of
the successful bidder shall constitute a good faith deposit and shall be retained by the City to insure performance of
the requirements of the sale by the successful bidder. In the event the successful bidder shall fail to comply with
the terms of its bid, the Deposit will be forfeited
as full and complete liquidated damages. Upon delivery of the
Bonds and Notes, the Deposit will be applied to the purchase price of the Bonds and/or the Notes, as applicable, but
no interest shall be allowed thereon. After the award is made to the successful bidder, the Deposit of the
unsuccessful bidders will be returned forthwith.
Basis of Award.
For the Bonds: The award of the Bonds will be made on the basis of the lowest true interest cost (“TIC”),
which will be determined as follows: the TIC is the discount rate (expressed as a per annum percentage rate)
which, when used in computing the present value of all payments of principal and interest to be paid on the Bonds,
from the payment dates to the Dated Date, produces an amount equal to the price bid, including any adjustments for
premium
or discount, if any. Present value will be computed on the basis of semiannual compounding and a 360-
day year of twelve 30-day months. Bidders are requested to supply an estimate of the TIC for the Bonds on the
Official Bid Form, computed
as specified herein on the basis of their respective bids, which shall be considered as
informative only and not binding on either the bidder or the Issuer. If there is any discrepancy between the true
interest cost specified and the bid price and interest rates specified, the specified bid price and interest rates shall
govern and the true interest rates specified in the bid shall be adjusted accordingly. If two
or more proper bids
providing for identical amounts for the lowest TIC are received, the governing body of the Issuer will determine
which bid, if any, will be accepted, and its determination is final.
For the Notes: The award of each series of Notes will be made on the basis of the lowest net interest cost
(expressed in dollars), which will be determined by subtracting the amount of the premium bid, if any, from
or
adding the amount of the discount bid, if any, to the total interest cost to the Issuer. If there is any discrepancy
between the net interest cost specified and the interest rates specified, the specified net interest
cost shall govern
and the interest rates specified in the bid shall be adjusted accordingly. If two
or more proper bids providing for
identical amounts for the lowest net interest cost are received, the governing body of the Issuer will determine
which bid, if any, will be accepted, and its determination is final.
6
The Issuer reserves the right to reject any andor all. bids and to waive any irregularities in a submitted bid.
Any bid received after the Submittal Hour on the Sale Date will be returned to the bidder. Any disputes arising
hereunder shall be governed by the laws of Kansas, and any party submitting a bid agrees to be subject to
jurisdiction and venue of the federal and state courts within Kansas with regard to such dispute.
Ratings. The Issuer has applied to Moody’s Investors for a rating on the Bonds and Notes herein offered
for sale.
Optional Municipal Bond Insurance. Applications have been submitted to Assured Guaranty Corp
(“Ass&ed7’) and Financial Security Assurance Inc. (“FSA”) for municipal bond insurance relating to the Bonds.
The Bonds may be purchased with or without this insurance at the option of the successful bidder. All expenses
associated with the purchase of said insurance (including appropriate rating agency fees) will be the responsibility
of the successful bidder. The amount of such premium and rating agency fees may be obtained from the above-
named insurers. The insurance policy, if purchased, will insure the timely payment of the principal of and interest
on the Bonds. Bidders desiring to purchase the optional municipal bond insurancemust so indicate on the Official’
Bid Form.
CUSIP Numbers. CUSIP identification numbers will be assigned and printed on the Bonds and Notes, but
neither the failure to print such number on any Bond or Note nor any error with respect thereto shall constitute
cause for failure or refusal by the purchaser thereof to accept delivery of and pay for the Bonds and Notes in
accordance with the terms of this Notice. All expenses in relation to the assignment and printing of CUSIP
numbers on the Bonds and Notes will be paid by the Issuer.
Delivery and Payment. The Issuer will pay for printing the Bonds and Notes and will deliver the Bonds
and Notes properly prepared, executed and registered without cost on
or about MAY 5, 2010, to DTC for the
account of the successful bidder(s). The successful bidder(s) will be furnished with
a certified transcript of the
proceedings evidencing the authorizition and issuance of the Bonds and Notes and the usual closing documents,
including a certificate that there is no litigation pending or threatened at the time of delivery of the Bonds and Note
affecting their validity and a certificate regarding the completeness and accuracy of the Oficial Statement.
Payment for the Bonds and Notes shall be made in federal reserve funds, immediately available for use by the
Issuer.
Certification as to Offering Prices. To provide the Issuer with information necessary for compliance with
Section 148 of the Internal Revenue Code of 1986, as amended (the “Code”), the successful bidder(s) will be
required to complete, execute and deliver to the Issuer prior to the delivery of the Bonds and Notes,
a certificate
regarding the “issue price” of the Notes or Bonds (as defined in Section 148 of the Code), reflecting the initial
offering prices (excluding accrued interest and expressed as dollar prices) at which a substantial amount (ie., 10%
or more) of the Bonds or Notes of each maturity have been or are expected to be sold to the public. The term
“public” excludes bond houses, brokers
or similar persons or organizations acting in the capacity of underwriters or
wholesalers. Such certificate shall state that 10% or more of the Bonds or Notes of each maturity have been or are
expected to be sold to the public at prices no higher than such initial offering prices. However, such certificate may
indicate that the successful bidder will not offer the Bonds
or Notes for sale to the public.
Preliminary Official Statement and Official Statement. The Issuer has prepared a Preliminary Official
Statement dated March 22, 2010, “deemed final” by the Issuer except for the omission of certain information as
provided in Securities and Exchange Commission Rule 1.5~2-12, copies of which may be obtained from the Clerk
or from the Financial Advisor. Upon the sale of the Bonds and Notes, the Issuer will adopt the final Official
Statement and will furnish the successful bidder, without cost, within seven business days of the acceptance of the
successful bidder’s proposal, with a sufficient number of copies thereof in order for the successful bidder to comply
with the requirements of Rule 15c2-12(b)(3) and (4) of the Securities and Exchange Commission and Rule G-32 of
the Municipal Securities Rulemaking Board (jointly the “Rules”). Additional copies may be ordered by the
‘
7
successful bidder at its expense. The Issuer’s acceptance of the successful bidder’s proposal for the purchase of the
Bonds and Notes shall constitute a contract between the Issuer and the successful bidder for purposes of the Rules.
Continuing Disclosure. The Securities and Exchange Commission (the “SEC”) has promulgated
amendments to its Rule 1 5c2- 12 (the “Rule”) requiring continuous secondary market disclosure for certain issues.
In the Bond Resolution and Note Resolution, the Issuer has covenanted to provide annually certain financial
information and operating data and other information necessary to comply with the Rule, and to transmit the same
to certain national repositories and the State repository, if any and the Municipal Securities Rulemaking Board, as
applicable. This covenant is for the benefit of and is enforceable by any Registered Owner of the Bonds and Notes.
For further information, reference is made to the caption “CONTINUING DISCLOSURE” in the Preliminary
OfFicial Statement.
Assessed Valuation and Indebtedness. The total assessed valuation of the taxable tangible property
within the Issuer for the year 2009
is $447,800,878. The total general obligation indebtedness of the Issuer as of
the date of delivery-of the Bonds and the Notes, including the Bonds and Notes being sold but excluding the bonds
to be refunded from Bond proceeds,
is $61,450,000.
Legal Opinion. The Bonds and Notes will be sold subject to the approving legal opinion of Gilmore &
Bell, P.C., Kansas City, Missouri, Bond Counsel, which opinion will be furnished and paid for by the Issuer, will be
printed on the Bonds and Notes, if the Bonds and Notes are printed, and will be delivered to the successful bidder
when the Bonds and Notes are delivered. Said opinion will also include the opinion of Bond Counsel relating to the
exclusion of the interest on the Bonds and Notes
from gross income for federal income tax purposes and from
computation of Kansas adjusted gross income. Reference is made to the Preliminary Oficial Statement for further
discussion of federal and Kansas income tax matters relating to the interest on the Bonds and Notes.
Additional Information. Additional information regarding the Bonds and Notes may be obtained from the
undersigned,
or from the Financial Advisor, at the addresses set forth below:
DATED: .March 22,2010.
CITY OF SALINA, KANSAS
By: Lieu Ann Elsey
City Clerk
Written and Facsimile Bid and Good Faith Deposit Delivery Address:
300 West Ash
Salina, Kansas 67402
Attn: Rod Franz, Finance Director
Phone No. (785)309-5735
Email: rfranz@salina.org
Fax NO. (785)309-5738
Financial Advisor:
George K. Baum & Co.
4801 Main Street, Suite 500
Kansas City, Missouri 641 12
Attn: David Arterbeny
Phone No. (8 1 6)474- 1 1 00
Email: artebeny@gkbaum.com
Fax NO. (816)283-5326
8
OFFICIAL BID FORM
PROPOSAL FOR THE PURCHASE OF CITY OF SALINA, KANSAS
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
TO: Lieu Ann Elsey, City Clerk
City of Salina, Kansas
April 19, 2010
For $2,500,000 principal amount of General Obligation Temporary Notes, Series 20 10-1, of the City of Salina, Kansas, to be dated May I,
2010, as described in your Notice of Sale dated March 22,2010, said Notes to bear interest as follows:
Maturity Principal Interest
Aueust 1 Amount - Rate
201 1 $2,500,000' Yo
the undersigned will pay the par value of the Notes plus accrued interest to the date of delivery, less a total discount plus a total premium in the
amount set forth below.
Total interest cost to maturity at the rates specified ............................................................................................ $
Discount (if any) not to exceed 0.75% ................................................................................................................... $
Net interest cost ................................................................................................................................................... $
Premium (if any) ................................................................................................................................................
Average annual net interest rate .............................................................................................................................................. %
This proposal is subject to all terms and conditions contained in said Notice of Sale, and if the undersigned is the successful bidder, the
undersigned will comply with all of the provisions contained in said Notice. The acceptance of this proposal by the Issuer shall constitute a contract
between the Issuer and the successful bidder for purposes of complying with Rule 15~2-12 of the Securities and Exchange Commission.
Submitted by:
[LIST ACCOUNT MEMBERS ON @VERSE] By:
Telephone No.(
ACCEPTANCE
Pursuant to action duly taken by the Governing Body of the City of Salina, Kansas, the above proposal
is hereby accepted on April 19,2010.
Attest:
Clerk Mayor
NOTE: No additions or alterations in the above proposal form shall be made, and any erasures may cause rejection of any bid. Sealed bids may be
filed with the City Clerk, Lieu
Ann Elsey, 300 West Ash, Salina, Kansas 67402,'facsimile bids may be filed with the City Clerk, Lieu Ann
Elsey, Fax No. (785) 309-5738, electronic bids may be submitted via PARITY@, at or prior to 1:OO p.m., Central Daylight Time, an April
19,2010. Any bid received after such time will
be returned to the bidder.
Preliminary, subject to change.
OFFICIAL BID FORM
PROPOSAL FOR THE PURCHASE OF CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES
201 0-A
TO: Lieu Ann Elsey, City Clerk
City of Salina, Kansas
April 19,2010
For $6,915,000' principal amount of General Obligation Internal Improvement and Refunding Bonds, Series 2010-A, of the City of Salina, Kansas, to be
dated May 1,2010, as descnbed in your Nonce of Sale dated March 22.2010, said Bonds to bear interest as follows
Stated
Maturity
October 1
2011
2012
2013
2014
2015
2016
2017
2018
Principal
Amount
$785,000
880,000
895,000
695,000
285,000
290,000
300,000
3 10,000
Annual
Rate of
Interest
YO
YO
YO
YO
YO
YO
YO
YO
Stated
Maturity
October 1
2019
2020
202 1
2022
2023
2024
2025
Principal
Amount
$320,000
330,000
340,000
350,000
365,000
380,000
390,000
Annual
Rate of
Interest
YO
YO
YO
%
%
%
%
the undersigned will pay the par value of the Bonds plus accrued interest to the date of delivery, less a total discount, plus a total premium in the amount set forth below
Total tnterest cost to matunty at the rates specified
...........................................................................
Net interest cost ..................................................................................................................... $
........................................................................................... Premium (if any) ........... ($A
Average annual net interest rate ..................................................................................................... %
True Interest Cost ........................................................................................................... %
0
The Bidder elects to have the following Term Bonds:
Maturity Date YCarS Amount
October 1, - to $
October 1, - to $
subject to mandatory redemption requirements in the amounts and at the times shown above.
This proposal is subject to all terms and conditions contained in said Notice of Sale, and if the undersigned is the successful bidder, the undersigned will
comply with all of the provisions contained in said Notice. A cashier's or certified check or a qualified financial surety bond in the amount of 2% of the pnncipal
amount of the Bonds, payable to the order of the Issuer, accompanies this proposal as an evidence of good faith The acceptance of this proposal by the Issuer shall
constitute a contract between the Issuer and the successful bidder for purposes of complying with Rule 15~2-12 of the Secunties and Exchange Commission
Submitted by:
[LIST ACCOUNT MEMBERS ON REVERSE] By:
Telephone No
ACCEFTANCE
Pursuant to acbon duly taken by the Governing Body of the City of Salina, Kansas, the above proposal is hereby accepted on April 19,2010
Attest.
Clerk Mayor
NOTE. No additions or alterations in the above proposal form shall be made, and any emures may cause rejection of any bid. Sealed bids may be filed with the
City Clerk, Lieu Ann Elsey, City Hall, 300 Wesl Ash, Salina, Kansas 67402, facsimile bids may be filed with the City Clerk, Fax No (785)309-5738,
electronic bids may be submitted via PARIP, at or pnor to 2.00 pm., Central Daylight Time, on April 19,2010. Any bid received after such time wtll be
returned to the bidder.
' Preluninary, subject to change. .
CITY OF SALINA, KANSAS
300 West Ash
CityKounty Building
- Room 206
P. 0. Box 736
Salina, Kansas 67402-0736
CITY COMMISSION
M. Luci Larson, Mayor
Aaron Peck, Vice Mayor
Samantha Angell, Commissioner
Norman Jennings, Commissioner
Tom Arpke, Commissioner
CITY STAFF
Jason Gage, City Manager
Mike Schrage, Deputy City Manager
Rodney Franz, Finance Director
Lieu Ann Elsey, City Clerk
CITY ATTORNEY
Greg Bengtson
Clark, Mize & Linville, Chartered
Salina, Kansas
BOND COUNSEL
Gilmore & Bell, P.C.
Kansas City, Missouri
FINANCIAL ADVISOR
George K. Baum & Company
Kansas City, Missouri
No person has been authorized by the City or the Successful Bidders to give any information or to make
any representations with respect to the Notes or Bonds to be issued. other than those contained in this Official
Statement. and if given
or made. such other information or representations not so authorized must not be relied upon
as having been given or authorized by the City or the Successful Bidders . This Official Statement is not to be used
in connection with an offer to sell or the solicitation of an offer to buy in any state in which such offer or solicitation
is not authorized or in which the person making such offer or solicitation is not qualified to do so or to any person to
whom it is unlawhl to make such offer or solicitation .
All financial and other information presented herein. except for information expressly attributed to other
sources. has been provided by the City fiom its records and is intended to show recent historic information . Such
information is not guaranteed as to accuracy or completeness . All descriptions of laws and documents contained
herein are only summaries and are qualified in their entirety by reference to such laws and documents . Information
and expressions of opinion herein are subject to change without notice and neither the delivery of this Official
Statement nor any sale of the Notes or Bonds shall. under any circumstances. create any implication that the
information contained herein has remained unchanged since the respective dates as of which such information is
given
.
TABLE OF CONTENTS
Page INTRODUCTORY STATEMENT .................... 1
General .............................................................
Definitions ........................................................
Additional Information .....................................
THE NOTES ...................................................... Description .......................................................
Redemption Provisions .....................................
Authority ...........................................................
Security .............................................................
Registration, Transfer and Exchange of Notes .
Mutilated, Lost, Stolen or Destroyed Notes ......
Nonpresentment ofNotes .................................
Designation of Note Paying Agent and Bond
Method and Place of Payment of the Notes
......
Payments Due on Saturdays, Sundays and
Holidays
..........................................................
Book-Entry Notes; Securities Depository .........
THE BONDS ......................................................
Registrar .........................................................
Description .......................................................
Redemption Provisions .....................................
Authority ...........................................................
Security .............................................................
Registration, Transfer and Exchange of Bonds
Designation of Bond Paying Agent and Bond
Payments Due on Saturdays, Sundays and
Book-Entry Bonds; Securities Deposit0 ry
........
THE DEPOSITORY TRUST COMPANY ........
BIDDERS OPTION MUNICIPAL BOND
INSURANCE
....................................................
THE FINANCING PLAN ..................................
The Projects ......................................................
The Refimding Plan ..........................................
SOURCES AND USES OF FUNDS ..................
FINANCIAL OVERVIEW ................................
THE CITY OF SALINA, KANSAS ...................
Location and Size ............................................. Government ......................................................
Kansas Public Employees Retirement
System (KPERS)
............................................
Kansas Police and Fire Retirement ................... Population .........................................................
Police and Fire Protection ................................. Economic Characteristics .................................
Income ..............................................................
Registrar .........................................................
Method and Place of Payment of the Bonds .....
Holidays ..........................................................
1
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2
2
2
2
2
2
3
3
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4
4
5
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14
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15
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16
Page Building Permits Issued .................................... 16
The Salina Airport Authority ............................ 16
Major Employers ..............................................
Unemployment Rate .........................................
Education ..........................................................
Kansas State University at Salina .....................
Kansas Wesleyan University ............................
Transportation ..................................................
Utilities and Inhstructure ................................ Health Facilities ................................................
Financial Institutions ........................................
Other Information .............................................
DEBT SUMMARY ............................................ Current Indebtedness ........................................
Overlapping Debt .............................................
Annual Debt Payments ..................................... 'Historical Debt Information .............................
Future Indebtedness ..........................................
Legal Debt Limits .............................................
Debt Payment Record .......................................
FINANCIAL INFORMATION ..........................
Financial Statement Summary ..........................
Assessed Valuation ..........................................
Estimated Actual Valuation ..............................
Special Assessments .........................................
Largest Taxpayers ............................................
Tax Collections ................................................
Sales Tax ..........................................................
Tax Levies .........................................................
Budgeting Procedures .......................................
Appraisal and Assessment Procedures .............
Property Assessment Rates ..............................
Equalization Ratios ..........................................
LEGAL MATTERS ...........................................
TAX MATTERS ................................................ General .............................................................
Tax Matters Applicable to all Securities ..........
Opinion of Bond Counsel .................................
RATING ..............................................................
FINANCIAL ADVISOR ....................................
UNDERWRITING .............................................
ABSENCE OF MATERIAL LITIGATION ......
CONTINUING DISCLOSURE .........................
CERTIFICATION OF THIS OFFICIAL STATEMENT ...................................................
17
17
17
17
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18
18
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31
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32
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APPENDIX A . Financial Statements
APPENDIX B . Continuing Disclosure Instructions
$2,500,000
(subject to change)
CITY OF SALINA, KANSAS
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
$6,915,000
(subject to change)
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
INTRODUCTORY STATEMENT
General
The purpose of this Official Statement is to present certain information concerning the City of Salina,
Kansas (the “City”), and the issuance of its $2,500,000 (subject to change) General Obligation Temporary Notes,
Series 20 10-1 (the “Notes”) and its $6,9 15,000 (subject to change) General Obligation Internal Improvement and
Refunding Bonds, Series 2010-A (the “Bonds”), both dated May 1,2010. The Notes and Bonds are being issued to
provide funds to permanently finance certain fire station, street, sewer, water, and public building improvements
within the City and to refund an outstanding bond issue
of the City. See mE FINANCING PLAN herein.
The full faith, credit, and resources of the City are irrevocably pledged for the prompt payment of the
principal and interest on the Bonds as the same becomes due. See THE NOTES - “Security” and THE BONDS -
“Security” herein.
APPENDIX A, containing selected financial data relating to the City, is an
Statement and should be read in its entirety.
integral part of this Official
the City’s financial advisor,
Such information has been
All financial and other information presented herein has been compiled by
George K. Barn & Company, Kansas City, Missouri (the “Financial Advisor”).
provided by the City and other sources deemed to be reliable. The presentation of information herein is intended to
show recent historic information and is not intended to indicate future or continuing trends in the financial position
or other affairs
of the City. Gilmore & Bell, P.C., Kansas City, Missouri, Bond Counsel, has not assisted in the
preparation of this Official Statement, except for the sections titled INTRODUCTORY STATEMENT, THE
NOTES, THE BONDS, LEGAL MATTERS, TAX MATTERS, CONTINUING DISCLOSURE, and APPENDIX B
and, accordingly, expresses no opinion as to the accuracy or sufficiency of any other information contained herein.
Definitions
Capitalized terms not otherwise defined herein shall have the meanings ascribed thereto in the resolution of
the governing body of the City authorizing the Notes (the “Note Resolution”) and in the resolution and ordinance of
the governing body of the City authorizing the Bonds (the “Bond Ordinance”), as applicable. Copies of the Note
Resolution and the Bond Ordinance are available upon request to the City, the Financial Advisor or Bond Counsel.
Additional Information
Additional information regarding the City or the Bonds may be obtained fiom George K. Baum &
Company, 480 1 Main Street, Kansas City, Missouri 64 1 12, telephone 8 16-474-1 100.
THE NOTES
Description
The Notes shall consist of fully registered book-entq-only Notes in the denomination of $5,000 or any
integral multiples thereof (the “Authorized Denomination”) and shall be numbered in such manner as the Note
Registrar shall determine. All of the Notes shall be dated May 1,2010, shall become due in the amounts on the Stated
Maturities, with option of prior redemption and payment prior to their Stated Maturities, and shall bear interest at the
rates per annum set forth on the inside cover page of this Official Statement. The Notes shall bear interest (computed
on the basis of twelve 3Oday months) fiom the later of de Dated Date or the most recent Interest Payment Date to
which interest has been paid on the Interest Payment Dates in the manner hereinafter set forth.
Redemption Provisions
The Notes are not subject to redemption and payment prior to maturity.
Authoritv
The Notes are issued pursuant to and in full compliance with the Constitution and statutes of the State of
Kansas, including without limitation K.S.A. 10-101 et seq. (including particularly K.S.A. 10-123), and K.S.A. 12-
6a01 et seq., all as amended, and the resolution adopted by the City on April , 2010, authorizing the
issuance of the Notes (the “Note Resolution”).
Securitv
The Notes shall be general obligations of the City, payable as to both principal and interest fiom special
assessments levied upon the property benefited by the construction of certain improvements, or from the proceeds of
the City’s general obligation bonds, and if not so paid, from ad valorem taxes which may be levied without
limitation as to rate or amount upon all the taxable tangible property, real and personal, within the territorial limits of
the City. The full faith, credit and resources of the City are hereby irrevocably pledged for the prompt payment of
the principal of and interest on the Notes as the same become due.
Registration, Transfer and Exchange of Notes
As long as any of the Notes remain Outstanding, each Note when issued shall be registered in the name of the
Owner thereof on the Note Register. Notes may be transferred and exchanged only on the Note Register as hereinafter
provided. Upon surrender of any Note at the principal office of the Note Registrar, the Note Regisbar shall transfer or
exchange such Note for a new Note or Notes in any authorized denomination of the same Stated Maturity and in the
same aggregate principal amount as the Note that was presented for transfer
or exchange. Notes presented for transfer
or exchange shall be accompanied by a written instrument or instruments of transfer or authorization for exchange, in a
form and with guarantee of signature satisfactory to the Note Regisbar, duly executed by the Owner thereof or by the
Owner’s duly authorized agent.
In all cases in which the privilege of transferring or exchanging Notes is exercised, the Note Registrar shall
authenticate and deliver Notes in accordance with the provisions of the Note Resolution. The Issuer shall pay the fees
and expenses of the Note Registrar for the regismtion, transfer and exchange of Notes. Any additional costs or fees
that might be incurred
in the secondary market, other than fees of the Note Registrar, are the responsibility of the
Owners of the Notes. In the event any Owner fails to provide a correct taxpayer identification number to the Note
Paying Agent, the Note Paying Agent may make a charge against such Owner sufficient to pay any governmental
charge required to be paid as a result of such failure.
The Issuer and the Note Registrar shall not be required (a) to register the transfer or exchange of any Note
that has been called for redemption after notice of such redemption has been mailed by the Note Paying Agent and
during the period of 15 days next preceding the date of mailing of such notice of redemption; or (b) to register the
transfer or exchange of any Note during a period beginning at the opening of business on the day after receiving
written notice from the Issuer of its intent to pay Defaulted Interest and ending at the close of business on the date
fixed for the payment of Defaulted Interest.
Mutilated, Lost. Stolen or Destroyed Notes
If (a) any mutilated Note is surrendered to the Note Registrar or the Note Registrar receives evidence to its
satisfaction of the destruction, loss or theft of any Note, and (b) there is delivered to the Issuer and the Note Registrar
such security or indemnity as may be required by each of them, then, in the absence of notice to the Issuer or the Note
Registrar that such Note has been acquired by a bona fide purchaser, the Issuer shall execute and, upon the Issuer’s
request, the Note Registm shall authenticate and deliver, in exchange for or in lieu of any such mutilated, destroyed,
lost or stolen Note, a new Note of the same Stated Maturity and of like tenor and principal amount. If any such
mutilated, destroyed, lost or stolen Note has become or is about to become due and payable, the Issuer, in its discretion,
may pay such Note instead of issuing a new Note. Upon the issuance of any new Note, the Issuer may require the
payment by the Owner
of a sum sufficient to cover any tax or other governmental charge that may be imposed in
relation thereto and any other expenses (including the fees and expenses of the Note Paying Agent) connected
therewith.
NonDresentment of Notes
If any Note is not presented for payment when the principal thereof becomes due at Maturity, if funds
sufficient to pay such Note have been made available to the Note Paying Agent all liability of the Issuer to the
Owner thereof for the payment of such Note shall forthwith cease, determine and be completely discharged, and
thereupon it shall be the duty of the Note Paying Agent to hold such funds, without liability for interest thereon, for
the benefit of the Owner of such Note, who shall thereafter be restricted exclusively to such funds for any claim of
whatever nature on his part under this Note Resolution or on, or with respect to, said Note. If any Note is not .
presented for payment within four (4) years following the date when such Note becomes due at Maturity, the Note
Paying Agent shall repay to the Issuer the fi~~~ds theretofore held by it for payment of such Note, and such Note
shall, subject to the defense of any applicable statute of limitation, thereafter be an unsecured obligation of the
Issuer, and the Owner thereof shall be entitled to look only to the Issuer for payment, and then only to the extent of
the amount so repaid to it by the Note Paying Agent, and the Issuer shall not be liable for any interest thereon and
shall not be regarded as a trustee of such money.
Designation of Note Paving Agent and Note Registrar
The Issuer will at all times maintain a paying agent and note registrar meeting the qualifications set forth in
the Note Resolution. The Issuer reserves the right to appoint a successor paying agent or note registrar. No resignation
or removal of the paying agent or note registrar shall become effective until a successor has been appointed and has
accepted the duties of paying agent or note registrar. Every paying agent or note registrar appointed by the Issuer shall
at all times meet the requirements of Kansas law.
The Treasurer of the State of
Kansas, Topeka, Kansas (the “Note Registrar” and “Note Paying Agent”) has
been designated by the Issuer as paying agent for the payment of principal of and interest on the Notes and note
registrar with respect to the registration, transfer and exchange of Notes.
Method and Place of Pavment of the Notes
The principal of, or Redemption Price, and interest on the Notes shall be payable in any coin or currency
which, on the respective dates of payment thereof, is legal tender for the payment of public and private debts. The
principal or Redemption Price of each Note and the interest thereon shall be paid at Maturity to the Person in whose
name such Note is registered on the Note Register at the Maturity thereof, upon presentation and surrender of such
Note at the principal ofice of the Note Paying Agent.
3
The interest payable on each Note on any Interest Payment Date shall be paid to the Owner of such Note as
shown on the Note Register at the close of business on the Record Date for such interest (a) by check or draft mailed by
the Note Paying Agent to the address of such Owner shown on the Note Register or at such other address as is
furnished to the Note Paying Agent in writing by such Owner; or (b) in the case of an interest payment to Cede & Co.
or any Owner of $500,000 or more in aggregate principal amount of Notes, by electronic transfer to such Owner upon
written notice given to the Note Registrar by such Owner, not less than 15 days prior to the Record Date for such
interest, containing the electronic transfer instructions including the bank, ABA routing number and account number to
which such Owner wishes to have such transfer directed.
Notwithstanding the foregoing, any Defaulted Ivterest with respect to any Note shall cease to be payable to
the Owner of such Note on the relevant Record Date and shall be payable to the Owner in whose name such Note is
registered at the close of business on the Special Record Date for the payment of such Defaulted Interest, which Special
Record Date shall be fixed as hereinafter specified. The Issuer shall notify the Note Paying Agent m writing of the
amount of Defaulted Interest proposed to be paid on each Note and the date of the proposed payment (which date shall
be at least 30 days after receipt of such notice by the Note Paying Agent) and shall deposit with the Note Paying Agent
an amount of money equal to the aggregate amount proposed to be paid in respec! of such Defaulted Interest.
Following receipt of such funds the Note Paying Agent shall fix a Special Record Date for the payment of such
Defaulted Interest which shall be not more than 15 nor less than 10 days prior to the date of the proposed payment. The
Note Paying Agent shall notify the Issuer of such Special Record Date and shall cause notice of the proposed payment
of such Defaulted Interest and the Special Record Date therefor to be mailed, by first class mail, postage prepaid, to
each Owner of a Note entitled to such notice not less than 10 days prior to such Special Record Date.
SO LONG AS CEDE & CO. REMAINS THE REGISTERED OWNER OF THE NOTES, THE NOTE
PAYING AGENT SHALL TRANSMIT PAYMENTS TO THE SECURITIES DEPOSITORY,
WHICH
SHALL REMIT SUCH PAYMENTS IN ACCORDANCE WITH ITS NORMAL PROCEDURES. See “THE
NOTES - Book-Entty Notes; Securities Depository.”
Pavments Due on Saturdays, Sundavs and Holidays
In any case where a Note Payment Date is not a Business Day, then payment of principal, Redemption Price
or interest need not be made
on such Note Payment Date but may be made on the next succeeding Business Day with
the same force and effect as if made on such Note Payment Date, and no interest shall accrue for the period after such
Note Payment Date.
Book-Entrv Notes: Securities Depositow
The Notes shall initially be registered to Cede & Co., the nominee for the Securities Depository, and no
Beneficial Owner will receive certificates representing their respective interests in the Notes, except in the event the
Note Registrar issues Replacement Notes. It is anticipated that during the term of the Notes, the Securities
Depository will make book-entry transfers among its Participants and receive and transmit payment
of principal of,
premium, if any, and interest on, the Notes to the Participants until and unless the Note Registrar authenticates and
delivers Replacement Notes to the Beneficial Owners as described in the following paragraphs.
The Issuer may decide, subject to the requirements of the Operational Arrangements of DTC (or a
successor Securities Depository), and the following provisions of this section to discontinue use of the system of
book-entry transfers through DTC (or a successor Securities Depository):
(a) If the Issuer determines (1) that the Securities Depository is unable to properly discharge
its responsibilities, or (2) that the Securities Depository is no longer qualified to act as a securities
depository and registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
(3) that the continuation of a book-entry system to the exclusion of any Notes being issued to any Owner
other than Cede & Co. is no longer in the best interests of the Beneficial Owners of the Notes; or
(b) if the Note Registrar receives written notice from Participants having interest in not less
than 50% of the Notes Outstanding, as shown on the records of the Securities Depository (and certified to
such effect by the Securities Depository), that the continuation of a book-entry system to the exclusion of
4
any Notes being issued to any Owner other than Cede & Co. is no longer in the best interests of the
Beneficial Owners of the Notes, then the Note Registrar shall noti@ the Owners of such determination or
such notice and of the availability of certificates to owners requesting the same, and the Note Registrar
shall register in the name of and authenticate and deliver Replacement Notes to the Beneficial Owners or
their nominees in principal amounts representing the interest of each, making such adjustments as it may
find necessary or appropriate as to accrued interest and previous calls for redemption; provided, that in the
case of a determination under (a)(l) or (a)(2) of this paragraph, the Issuer, with the consent of the Note
Registrar, may select a successor securities depository in accordance with the following paragraph to effect
book-entry transfers.
In such event, all references to the Securities Depository herein shall relate to the period of time when the Securities
Depository has possession of at least one Note. Upon the issuance
of Replacement Notes, all references herein to
obligations imposed upon or to be performed by the Securities Depository shall be deemed to be imposed upon and
performed by the Note Registrar, to the extent applicable with respect to such Replacement Notes. If the Securities
Depository resigns and the Issuer, the Note Registrar or Owners are unable to locate a qualified successor of the
Securities Depository, then the Note Registrar shall authenticate and cause delivery of Replacement Notes to
Owners, as provided herein. The Note Registrar may rely on information from the Securities Depository and its
Participants as to the names of the Beneficial Owners of the Notes. The cost of printing, registration, authentication,
and delivery of Replacement Notes shall be paid for by the Issuer.
In the event the Securities Depository resigns, is unable to properly discharge its responsibilities, or is no
longer qualified to act as a securities depository and registered clearing agency under the Securities and Exchange
Act
of 1934, as amended, the Issuer may appoint a successor Securities Depository provided the Note Registrar
receives written evidence satisfactory to the Note Registrar with respect to the ability of the successor Securities
Depository to discharge its responsibilities. Any such successor Securities Depository shall be a securities
depository which is a registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
other applicable statute or regulation that operates a securities depository upon reasonable and customary terms.
The Note Registrar upon its receipt of a Note or Notes for cancellation shall cause the delivery of the Notes to the
successor Securities Depository in appropriate denominations and form as provided in the Note Resolution.
THE BONDS
Descrbtion
The Bonds shall consist of hlly registered book-entry-only bonds in the denomination of $5,000 or any
integral multiples thereof (the “Authorized Denomination”) and shall be numbered in such manner as the Bond
Registrar shall determine. All of the Bonds will be dated May 1, 2010, shall become due in the amounts, on the
Stated Maturities, and subject to redemption and payment prior to their Stated Maturities, and shall bear interest at
the rates per annum set forth on the inside cover page of this Official Statement. The Bonds shall bear interest
(computed on the basis of twelve 30-day months) fiom the later of the Dated Date or the most recent Interest
Payment Date to which interest has been paid on the Interest Payment Dates in the manner hereinafter set forth.
Redemution Provisions
ODtional Redemption. At the option of the Issuer, Bonds or portions thereof maturing on October 1 , 20 19
and thereafter may be called for redemption and payment prior to their Stated Maturity on October 1, 2018, and
thereafter as a whole or in part (selection of maturities and the amount of Bonds of each maturity to be redeemed to be
determined by the Issuer in such equitable manner as it may determine) at any time, at the Redemption Price of 100%
(expressed as a percentage of the principal amount), plus accrued interest thereon to the Redemption Date.
[ Mandatorv Redemption. The Bonds maturing (the “Term Bonds”) shall be subject to
mandatory redemption and payment prior to their stated maturity pursuant to the mandatory redemption
requirements hereinafter set forth, at a redemption price equal to 100% of the principal amount thereof, plus accrued
interest to the redemption date. The City shall redeem on October 1 in each year the following principal amounts of
such Term Bonds:
5
Principal
Amount Year
-
*Final maturity of Term Bond]
Selection of Bonds to be Redeemed. Bonds shall be redeemed only in an Authorized Denomination. When
less than all of the Bonds are to be redeemed and paid prior to their Stated Maturity, such Bonds shall be redeemed in
such manner as the Issuer shall determine, Bonds of less than a fill Stated Maturity shall be selected by the Bond
Registrar in minimum Authorized Denomination in such equitable manner as the Bond Registrar may determine. In
the case of a partial redemption of Bonds by lot when Bonds of denominations greater than a minimum Authorized
Denomination are then Outstanding, then for all purposes in connection with such redemption each minimum
Authorized Denomination of face value shall be treated as though it were a separate Bond of a minimum Authorized
Denomination. If it is determined that one or more, but not all, of the minimum Authorized Denomination value
represented by any Bond is selected for redemption, then upon notice of intention to redeem such minimum Authorized
Denomination, the Owner or the Owner’s duly authorized agent shall forthwith present and surrender such Bond to the
Bond Registrar: (1) for payment of the Redemption Price and interest to the Redemption Date of such minimum
Authorized Denomination value called for redemption, and (2) for exchange, without charge to the Owner thereof, for a
new Bond or Bonds of the aggregate principal amount of the unredeemed portion of the principal amount of such
Bond. If the Owner of any such Bond fails to present such Bond to the Bond Paying Agent for payment and exchange
as aforesaid, such Bond shall, nevertheless, become due and payable on the redemption date to the extent of the
minimum Authorized Denomination value called for redemption (and to that extent only).
Notice and Effect of Call for Redemption. Unless waived by any Owner of Bonds to be redeemed, if the
issuer shall call any Bonds for redemption and payment prior to the Stated Maturity thereof, the Issuer shall give
written notice of its intention to call and pay said Bonds to the State Treasurer and the Purchaser. In addition, the
Issuer shall cause the Bond Registrar to give written notice of redemption to the Owners of said Bonds. Each of said
written notices shall be deposited in the United States first class mail not less than 30 days prior to the Redemption
Date.
All official notices of redemption shall be dated and shall contain the following information: (a) the
Redemption Date; (b) the Redemption Price; (c) if less than all Outstanding Bonds are to be redeemed, the
identification (and, in the case of partial redemption of any Bonds, the respective principal amounts) of the Bonds to be
redeemed; (d) a statement th-at on the Redemption Date the Redemption Price will become due and payable upon each
such Bond or portion thereof called for redemption and that interest thereon shall cease to accrue &om and after the
Redemption Date; and (e) the place where such Bonds are to be surrendered for payment of the Redemption Price,
which shall be the principal office of the Bond Paying Agent. The failure of any Owner to receive notice given as
heretofore provided or an immaterial defect therein shall not invalidate any redemption.
Prior to any Redemption Date, the Issuer shall deposit with the Bond Paying Agent an amount of money
sufficient to pay the Redemption Price of all the Bonds or portions of Bonds that are to be redeemed on such
Redemption Date. Official notice of redemption having been given as aforesaid, the Bonds or portions of Bonds to be
redeemed shall become due and payable on the Redemption Date, at the Redemption Price therein specified, and fiom
and after the Redemption Date (unless the Issuer defaults in the payment of the Redemption Price) such Bonds
or
portion of Bonds shall cease to bear interest.
For so long as the Securities Depository is effecting book-entry transfers of the Bonds, the Bond Registrar
shall provide the notices specified to the Securities Depository. It is expected that the Securities Depository shall, in
turn, notify its Participants and that the Participants, in turn, will notify or cause to be notified the Beneficial Owners.
Any failure on the part of the Securities Depository or a Participant, or failure on the part of a nominee of a Beneficial
Owner of a Bond (having been mailed notice ffom the Bond Registrar, the Securities Depository, a Participant or
otherwise) to notify the Beneficial Owner
of the Bond so affected, shall not affect the validity of the redemption of such
Bond.
In addition to the foregoing notice, the Issuer shall provide such notices of redemption as are required by the
Disclosure Instructions. The Bond Paying Agent is also directed to comply with any mandatory or voluntary standards
6
then in effect for processing redemptions of municipal securities established by the State or the Securities and
Exchange Commission. Failure to comply with such standards shall not af€ect or invalidate the redemption of any
Bond.
Authority
The Bonds are issued pursuant to and in full compliance with the Constitution and statutes of the State of
Kansas, including without limitation K.S.A. 10-101 et seq., K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et seq., and
K.S.A. 12-2101 et seq., all as amended, and an ordinance and resolution adopted by the City on April 2010,
authorizing the issuance of the Bonds (jointly referred to herein as the “Bond Ordinance”).
Securitv
The Bonds shall be general obligations of the City, payable as to both principal and interest in part 6om
special assessments levied upon the property benefited by the construction of certain public improvements, and if
not
so paid, from ad valorem taxes which may be levied without limitation as to rate or amount upon all the taxable
tangible property, real and personal, within the territorial limits of the City. The balance of the principal and interest
on the Bonds is payable 6om ad valorem taxes which may be levied without limitation as to rate or amount upon all
the taxable tangible property, real or personal, within the temtorial limits of the City. The full faith, credit and
resources of the City are hereby irrevocably pledged for the prompt payment of the principal of and interest on the
Bonds as the same become due. 0
Registration, Transfer and Exchange of Bonds
As long as any of the Bonds remain Outstanding, each Bond when issued shall be registered in the name of
the Owner thereof on the Bond Register. Bonds may be transferred and exchanged only on the Bond Register as
hereinafter provided. Upon surrender of any Bond at the principal office of the Bond Registrar, the Bond Registrar
shall .transfer
or exchange such Bond for a new Bond or Bonds in any authorized denomination of the same Stated
Maturity and in the same aggregate principal amount as the Bond that was presented for transfer or exchange. Bonds
presented for transfer
or exchange shall be accompanied by a Written instrument or instruments of transfer or
authorization for exchange, in a form and with guarantee of signature satisfactory to the Bond Registrar, duly executed
by the Owner thereof
or by the Owner’s duly authorized agent.
In all cases in which the privilege of transferring or exchanging Bonds is exercised, the Bond Registrar shall
authenticate and deliver Bonds in accordance with the provisions of the Bond Resolution. The Issuer shall pay the fees
and expenses of the Bond Registrar for the registration, transfer and exchange of Bonds. Any additional costs or fees
that might be incurred in the secondary market, other than fees of the Bond Registrar, are the responsibility of the
Owners of the Bonds. In the event any Owner fails to provide a correct taxpayer identification number to the Bond
Paying Agent, the Bond Paying Agent may make a charge against such Owner sufficient to pay any governmental
charge required to be paid as a result of such failure.
The Issuer and the Bond Registrar shall not be required (a) to register the transfer or exchange of any Bond
that has been called for redemption after notice of such redemption has been mailed by the Bond Paying Agent and
during the period of 15 days next preceding the date of mailing of such notice of redemption; or @) to register the
transfer or exchange of any Bond during a period beginning at the opening of business on the day afier receiving
written notice 6om the Issuer of its intent to pay Defaulted Interest and ending at the close of business on the date ked
for the payment of Defaulted Interest. .
Designation of Bond Pavinp Agent and Bond Rwistrar
The Issuer will at all times maintain a paying agent and bond registrar meeting the qualifications set forth in
the Bond Resolution. The Issuer reserves the right to appoint a successor paying agent or bond registrar. No
resignation or removal of the paying agent or bond registrar shall become effective until a successor has been appointed
and has accepted the duties of paying agent or bond registrar. Every paying agent or bond registrar appointed by the
Issuer shall at all times meet the requirements of Kansas law.
7
The Treasurer of the State of Kansas, Topeka, Kansas (the “Bond Registrar” and “Bond Paying Agent”) has
been designated by the Issuer as paying agent for the payment of principal of and interest on the Bonds and bond
registrar with respect to the registration, transfer and exchange of Bonds.
Method and Place of Payment of the Bonds
The principal of, or Redemption Price, and interest on the Bonds shall be payable in any coin or currency
which, on the respective dates of payment thereof, is legal tender for the payment of public and private debts. The
principal or Redemption Price of each Bond shall be paid at Maturity to the Person in whose name such Bond is
registered on the Bond Register at the Maturity thereof, upon presentation and surrender of such Bond at the principal
ofice of the Bond Paying Agent.
The interest payable on each Bond on any Interest Payment Date shall be paid to the Owner of such Bond as
shown on the Bond Register at the close of business on the Record Date for such interest (a) by check or draft mailed
by the Bond Paying Agent to the address of such Owner shown on the Bond Register or at such other address as is
furnished to the Bond Paying Agent in writing by such Owner; or @) in the case of an interest payment to Cede & Co.
or any Owner of $500,000 or more in aggregate principal amount of Bonds, by electronic transfer to such Owner upon
written notice given to the Bond Registrar by such Owner, not less than 15 days prior to the Record Date for such
interest, containing the electronic transfer instructions including the bank, ABA routing number and account number to
which such Owner wishes to have such transfer directed.
Notwithstanding the foregoing, any Defaulted Interest with respect to any Bond shall cease to be payable to
the Owner of such Bond on the relevant Record Date and shall be payable to the Owner in whose name such Bond is
registered at the close of business on the Special Record Date for the payment of such Defaulted Interest, which Special
Record Date shall be fixed as hereinafter specified. The Issuer shall notie the Bond Paying Agent in writing of the
amount of Defaulted Interest proposed to be paid on each Bond and the date of the proposed payment (which date shall
be at least 30 days afier receipt of such notice by the Bond Paying Agent) and shall deposit with the Bond Paying
Agent an amount of money equal to the aggregate amount proposed to be paid in respect of such Defaulted Lnterest.
Following receipt of such knds the Bond Paying Agent shall fix a Special Record Date for the payment
of such
Defaulted Interest which shall be not more than 15 nor less than 10 days prior to the date of the proposed payment. The
Bond Paying Agent shall notify the Issuer of such Special Record Date and shall cause notice of the proposed payment
of such Defaulted Interest and the Special Record Date therefor to be mailed, by first class mail, postage prepaid, to
each Owner of a Bond entitled to such notice not less than 10 days prior to such Special Record Date.
SO LONG AS CEDE & CO., REMAINS THE REGISTERED OWNER OF THE BONDS, THE
BOND PAYING AGENT SHALL TRANSMIT PAYMENTS TO THE SECURITIES DEPOSITORY, WHICH
SHALL REMIT SUCH PAYMENTS IN ACCORDANCE WITH ITS NORMAL PROCEDURES.
Pavments Due on Saturdays, Sundavs and Holidavs
In any case where a Bond Payment Date is not a Business Day, then payment of principal, Redemption Price
or interest need not be made on such Bond Payment Date but may be made on the next succeeding Business Day with
the same force and effect as if made on such Bond Payment Date, and no interest shall accrue for the period after such
Bond Payment Date.
Book-Entrv Bonds: Securities DeDositoly
The Bonds shall initially be registered to Cede & Co., the nominee for the Securities Depository, and no
Beneficial Owner will receive certificates representing their respective interests in the Bonds, except in the event the
Bond Registrar issues Replacement Bonds. It is anticipated that during the term of the Bonds, the Securities
Depository will make book-entry transfers among its Participants and receive and transmit payment of principal of,
premium, if any, and interest on, the Bonds to the Participants until and unless the Bond Registrar authenticates and
delivers Replacement Bonds to the Beneficial Owners as described in the following paragraphs.
8
The City may decide, subject to the requirements of the Operational hgements of DTC (or a successor
Securities Depository), and the following provisions of this section to discontinue use of the system of book-entry
transfers through DTC (or a successor Securities Depository):
(a) If the City determines (1) that the Securities Depository is unable to properly discharge
its responsibilities, or (2) that the Securities Depository is no longer qualified to act as a securities
depository and registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
(3) that the continuation of a book-entry system to the exclusion of any Bonds being issued to any Owner
other than Cede & Co. is no longer in the best interests of the Beneficial Owners of the Bonds; or
(b) if the Bond Registrar receives written notice 6-om Participants having interest in not less
than 50% of the Bonds Outstanding, as shown on the records of the Securities Depository (and certified to
such effect by the Securities Depository), that the continuation of a book-entry system to the exclusion of
any Bonds being issued to any Owner other than Cede & Co. is no longer in the best interests of the
Beneficial Owners of the Bonds, then the Bond Registrar shall notify the Owners of such determination or
such notice and of the availability of certificates to owners requesting the same, and the Bond Registrar
shall register in the name of and authenticate and deliver Replacement Bonds to the Beneficial Owners or
their nominees in principal amounts representing the interest of each, making such adjustments as it may
find necessary or appropriate as to accrued interest and previous calls for redemption; provided, that in the
case of a determination under (a)(l) or (aX2) of this section, the City, with the consent of the Bond
Regisbar, may select a successor securities depository as hereinafter provided to effect book-entry
transfers.
In such event, all references to the Securities Depository herein shall relate to the period of time when the
Securities Depository has possession of at least one Bond. Upon the issuance of Replacement Bonds, all references
herein to obligations imposed upon or to be performed by the Securities Depository shall be deemed to be imposed
upon and performed by the Bond Registrar, to the extent applicable with respect to such Replacement Bonds. If the
Securities Depository resigns and the City, the Bond Registrar or Owners are unable to locate a qualified successor
of the Securities Depository, then the Bond Registrar shall authenticate and cause delivery of Replacement Bonds to
Owners, as provided herein. The Bond Registrar may rely qn information fiom the Securities Depository and its
Participants as to the names of the Beneficial Owners of the Bonds. The cost of printing, registration,
authentication, and delivery of Replacement Bonds shall be paid for by the City.
In the event the Securities Depository resigns, is unable to properly discharge its responsibilities, or is no
longer qualified to act as a securities depository and registered clearing agency under the Securities and Exchange
Act of 1934, as amended, the City may appoint a successor Securities Depository provided the Bond Registrar
receives written evidence satisfactory to the Bond Registrar with respect to the ability of the successor Securities
Depository to discharge its responsibilities. Any such successor Securities Depository shall be a securities
depository which is a registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
other applicable statute or regulation that operates a securities depository upon reasonable and customary terms.
The Bond Registrar upon its receipt of a Bond or Bonds for cancellation shall cause the delivery of the Bonds to the
successor Securities Depository in appropriate denominations and form as provided in the Bond Resolution.
THE DEPOSITORY TRUST COMPANY
The Depository Trust Company (“DTC”), New York, NY, will act as securities depository for the Notes
and Bonds. The Notes and Bonds will be issued as fully registered securities registered in the name of Cede & Co.
(DTC’s partnership nominee)
or such other name as may be requested by an authorized representative of DTC. One
fi~lly registered Note or Bond certificate will be issued for each maturity of such series of the Notes or Bonds, in the
aggregate principal amount
of such maturity, and will be deposited with DTC.
DTC, the world’s largest depository, is a limited-purpose trust company organized under the New York
Banking Law, a “banking organization” within the meaning of the New York Banking Law; a member of the
Federal Reserve System, a “clearing corporation” within the meaning of the New York Uniform Commercial Code;
and a “clearing agency” registered pursuant to the provisions of Section 17A of the Securities Exchange Act of
1934. DTC holds and provides asset servicing for over 2 million issues of U.S. and non-U.S. equity issues,
9
corporate and municipal debt issues, and money market instruments from over 85 countries that DTC’s participants
(“Direct Participants”) deposit with DTC. DTC also facilitates the post-trade settlement among Direct Participants
of sales and other securities transactions in deposited securities, through electronic computerized book-entry
transfers and pledges between Direct Participants’ accounts. This eliminates the need for physical movement of
securities certificates. Direct Participants include U.S. and non-U.S. securities brokers and dealers, banks, trust
companies, clearing corporations, and certain other organizations. DTC is a wholly-owned subsidiary of The
Depository Trust & Clearing Corporation (“DTCC”). DTCC, in turn, is owned by a number of Direct Participants
of DTC and Members of the National Securities Clearing Corporation, Government Securities Clearing Corporation,
MBS Clearing Corporation, and Emerging Markets Clearing Corporation, (NSCC, GSCC, MBSCC, and EMCC,
also subsidiaries of DTCC), as well as by the New York Stock Exchange, Inc., the American Stock Exchange LLC,
and the National Association of Securities Dealers, Inc. Access to the DTC system is also available to others such
as both U.S. and non-U.S. securities brokers and dealers, banks, trust companies, and clearing corporations that clear
through or maintain a custodial relationship with a Direct Participant, either directly or indirectly (“Indirect
Participants”). DTC has Standard & Poor’s highest rating: AAA. The DTC Rules applicable to its Participants are
on file with the Securities and Exchange Commission. More information about DTC can be found at
www.dtcc.com. .
Purchases of Notes or Bonds under the DTC system must be made by or through Direct Participants, which
will receive a credit for the Notes or Bonds
on DTC’s records. The ownership interest of each actual purchaser of
each Security (“Beneficial Owner”) is in turn to be recorded on the Direct and Indirect Participants’ records.
Beneficial Owners will not receive written confirmation from DTC of their purchase. Beneficial Owners are,
however, expected to receive written confirmations providing details of the transaction, as well as periodic
statements of their holdings, from the Direct or Indirect Participant through which the Beneficial Owner entered into
the transaction. Transfers of ownership interests in the Notes or Bonds are to be accomplished by entries made on
the books of Direct and Indirect Participants acting on behalf of Beneficial Owners. Beneficial Owners will not
receive certificates representing their ownership interests in the Notes or Bonds, except in the event that use of the
book-entry system for the Notes or Bonds is discontinued.
To facilitate subsequent transfers, all Notes or Bonds deposited by Direct Participants with DTC are
registered in the name of DTC’s partnership nominee, Cede & Co., or such other name as may be requested by an
authorized representative of DTC. The deposit of Notes or Bonds with DTC and their registration in the name of
Cede & Co. or such other DTC nominee do not effect any change in beneficial ownership. DTC has no knowledge
of the actual Beneficial Owners of the Notes or Bonds; DTC’s records reflect only the identity of the Direct
Participants to whose accounts such Notes or Bonds are credited, which may or may not be the Beneficial Owners.
The Direct and Indirect Participants will remain responsible for keeping account of their holdings on behalf of their
customers.
Conveyance of notices and other communications by DTC to Direct Participants, by Direct Participants to
Indirect Participants, and by Direct Participants and Indirect Participants to Beneficial Owners will be governed by
arrangements among them, subject to any statutory or regulatory requirements as may be in effect from time to time.
Redemption notices shall be sent to DTC. If less than all of the Bonds within an issue are being redeemed,
DTC’s practice is to determine by lot the amount of the interest of each Direct Participant in such issue to be
redeemed.
Neither DTC nor Cede & Co. (nor any other DTC nominee) will consent or vote with respect to Notes or
Bonds unless authorized by a Direct Participant in accordance with DTC’s Procedures. Under its usual procedures,
DTC mails an Omnibus Proxy to the lssuer as soon as possible after the record date. The Omnibus Proxy assigns
Cede & Co.3 consenting or voting rights to those Direct Participants to whose accounts Notes or Bonds are credited
on the record date (identified in a listing attached to the Omnibus Proxy).
Redemption proceeds, distributions, and dividend payments on the Notes or Bonds will be made to Cede &
Co., or such other nominee as may be requested by an authorized representative of DTC. DTC’s practice is to credit
Direct Participants’ accounts upon DTC’s receipt of funds and corresponding detail information from the Issuer, the
Note Paying Agent, or the Bond Paying Agent, on the payable date in accordance with their respective holdings
shown on DTC’s records. Payments by Participants to Beneficial Owners will be governed by standing instructions
and customary practices, as is the case with securities held for the accounts of customers in bearer form or registered
in “street name,” and will be the responsibility of such Participant and not of DTC nor its nominee, the Note Paying
Agent, the Bond Paying Agent, or the Issuer, subject to any statutow or regulatory requirements as may be in effect
fiom time to time. Payment of redemption proceeds, distributions, and dividend payments to Cede & Co. (or such
other nominee as may be requested by an authorized representative of DTC) is the responsibility of the Issuer, the
Note Paying Agent or the Bond Paying Agent, disbursement of such payments to Direct Participants will be the
responsibility of DTC, and disbursement of such payments to the Beneficial Owners will be the responsibility of
Direct and Indirect Participants.
A Beneficial Owner shall give notice to elect to have its Notes
or Bonds purchased or tendered, through its
Participant, to the Note Paying Agent and the Bond Paying Agent, and shall effect delivery of such Notes
or Bonds
by causing the Direct Participant to transfer the Participant’s interest in the Notes
or Bonds, on DTC’s records, to the
Note Paying Agent and the Bond Paying Agent. The requirement for physical delivery of the Notes or Bonds in
connection with an optional tender or a mandatory purchase will be deemed satisfied when the ownership rights in
the Notes or Bonds are transferred by Direct Participants on DTC’s records and followed by a book-entry credit of
tendered Notes or Bonds to the Note Paying Agent’s or Bond Paying Agent’s DTC account.
DTC may discontinue providing its services as depository with respect to the Notes or Bonds at any time
by giving reasonable notice to the Issuer, the Note Paying Agent
or the Bond Paying Agent. Under such
circumstances, in the event that a successor depository is not obtained, Security certificates are required to be printed
and delivered.
The Issuer may decide, subject to the requirements of the Operational Arrangements of DTC, to
discontinue use of the system of book-entry transfers through DTC (or a successor securities depository). In that
event, Note or Bond certificates will be printed and delivered.
The information in this section concerning DTC and DTC’s book-entry system has been obtained fom
sources that the Issuer, Bond Counsel, and the Financial Advisor believe to be reliable, but the Issuer, Bond
Counsel, and the Financial Advisor take no responsibility for the accuracy thereof; and neither the DTC
Participants nor the Beneficial Owners should rely on the foregoing information with respect to such matters but
should instead confirm the same with DTC or the DTC Participants, as the case may be.
BIDDERS OPTION MUNICIPAL BOND INSURANCE
The City has applied to Assured Guaranty Municipal Corp. for a bidder’s option municipal bond insurance
policy on the Bonds. Information concerning the availability of such a policy and the associated cost thereof will be
available only from a representative of the company approximately one business day prior to the sale of the Bonds.
If the Successful Bidder elects to purchase a municipal bond insurance policy on the Bonds, it will be the bidder’s
responsibility to pay the cost of the insurance policy and all related costs thereof, including bond rating fees.
THE FINANCING PLAN
The Proiects
Proceeds fiom the sale of the Notes will be used to provide financing for certain street, sewer, and water,
improvements within newly developing residential subdivisions in the City and to pay the costs associated with the
issuance
of the Notes.
Proceeds fiom the sale of the Bonds will be used to provide financing for certain landfill, convention
center, fire station, street, sewer, and water improvements
within the City and to pay the costs associated with the
issuance of the Bonds. Additionally, proceeds will be used to refund certain outstanding general obligation bonds of
the City as described below.
11
The Refunding Plan
A portion of the proceeds from the sale of the Bonds, along with other available funds, will be used to
execute a current refunding (the “Refunding Plan”) of the City’s outstanding General Obligation Water and Sewage
System Refunding Bonds, Series 2002-A (the “Refunded Bonds”).
According to the terms of the Refunding Plan, proceeds fiom the sale of the Bonds, along with other
available funds, will be transferred to the paying agent ‘on the Refunded Bonds and used to pay the principal and
accrued interest payable on the Refunded Bonds on May 15,20 10.
The Refunding Plan is being undertaken in order to achieve interest cost savings and restructure the City’s
current debt repayment schedule. The following is a summary of the Refunded Bonds:
Principal Maturity Dates Principal
Amount Amount to be of Bonds Amount Call
Date Series Outstanding Refunded to be Refunded to be Called
- 2002-A $820,000 $820,000 10-01-10 thru 10-01-13 $820,000 05-15-10
SOURCES AND USES OF FUNDS
Funds to be used in the Financing Plan will be provided and applied approximately as follows, exclusive of
accrued interest.
Series Series
2010-1 Notes 201 &A Bonds
Note and Bond Proceeds $2,500,000.00 $6,9 15,000.00
Issuer Contribution for Refunding 2002-A Bonds
Sources of Funds:
Total Sources of Funds
Uses of Funds:
Deposit to Improvement Fund
Redemption of Bonds
Costs of Issuance (includes underwriters discount
and rounding amount)
Total Application of Funds
REMAINDER OF THIS PAGE LEFT BLANK INTENTIONALLY
12
FINANCIAL OVERVIEW
CITY OF SALINA, KANSAS
Net of
Debt (1)
Gross Self-supporting
Debt
2009 Estimated Actual Valuation (2) $ 2,893,359,541 .OO
2009 Assessed Valuation $ 447,800,878.00
General Obligation Bonds (3) $ 64,816,928.00 $ 58,950,000.00
-
Population-2008 U.S. Census Bureau Estimate
General Obligation Debt Per Capita $ 1,394.42 $ 1,268.2 1
2.24% 2.04%
Ratio
of General Obligation Debt to Assessed Valuation 14.47% 13.16%
46,483
Ratio of General Obligation Debt to Estimated Actual Valuation
Outstanding Temporary Notes (4)
Outstanding Lease Obligations
Outstanding Revenue Bonds ,
Overlapping General Obligation Debt (5)
Direct and Overlapping General Obligation Debt (6)
$ 2,500,000.00
$ 30,000.00 .
$ 2,320,000.00
$ 63,665,044.00
$ 130,981,972.00 $ 125,115,044.00
Direct and Overlapping Debt Per Capita $ 2,817.85 $ 2,69 1.63
Ratio of Direct and Overlapping Debt to Estimated Actual Valuation
Ratio of Direct and Overlapping Debt to Assessed Valuation
4.53% 4.32%
29.25% 27.94%
(1) The City intends to provide.for payment on the Kansas Revolving Loans with net revenues derived fkom the
operation
of its water and sewage system. The column titled ‘Wet of Self-Supporting Debt” therefore excludes
the Kansas Revolving Loans. The Kansas Revolving Loans are ultimately secured, however, by the City’s
ability to levy unlimited ad valorem taxes.
(2) For a fiuther description of how Estimated Actual Valuation is calculated and additional historical figures see
the section titled FINANCIAL INFORMATION - “Estimated Actual Valuation”.
(3) Includes the Bonds. Does not include bonds to be refunded with proceeds from the sale of the Bonds and other
.available funds of the City.
(4) Includes the Notes.
(5) For a more detailed explanation of the overlapping debt of the other jurisdictions, see DEBT SUMMARY -
“Overlapping Debt”.
(6) Includes outstanding general obligation bonds and temporary notes of the City and overlapping jurisdictions.
13
THE CITY OF SALINA, KANSAS
Location and Size
The City of Salina is located in north central Kansas, near the geographic center of the contiguous United
States. It is the seventh largest city in Kansas, with a 2008 U.S. Census Bureau estimate of 46,483. The City is the
county seat for Saline County which had an estimated 2008
U.S. Census Bureau population of 54,657.
Situated at the intersection
of Interstate Highways 70 and 135, the City of Salina serves as the industrial,
medical, retail, trade and service hub for north central Kansas. Kansas City, Kansas, and Wichita, Kansas, are 175
and 95 miles away, respectively, via the direct access of these two major highways. The City encompasses a total
area
of approximately 20.3 1 square miles.
Government
The Town of Salina was organized in 1858 under the Town and Village Act in the State of Kansas. The
City has had a Commission-City Manager form of government since 1921. The Commission comprises five
members elected at-large. Each year the Commission chooses one member to act as Mayor. The City Manager is
appointed by the Governing Body and acts as its primary agent in accordance with state statute. Other city officers
and employees are appointed by the City Manager. The Governing Body is responsible for the policy determination,
and the City Manager is responsible for the administration of the municipal government.
Salina became a City of the first class on July 9, 1920. There are no organized city employee unions. The
present elected officials of the City, along with the expiration of their current terms of office, are as follows:
Name
M. Luci Larson
Aaron Peck
Samantha Angel1
Norman Jennings
Tom Arpke
- - Title Term Expires
Mayor 201 1
Vice Mayor 201 1
Commissioner 2013
Commissioner 2013
Commissioner ’ 201 1
Kansas Public Employees Retirement System (KPERS)
The City participates in the Kansas Public Employees Retirement System (KF’ERS) which was established
by the 1961 Kansas Legislature, There are approximately 250,000 current and former public employees in Kansas
who are members of the Kansas Public Retirement System. These members represent over 1,500 state and local
agencies and include the state, all counties, all unified school districts, community junior colleges, area vocational
technical schools, various cities, and other instrumentaIities. The KPERS program covers all of the City’s full-time
employees.
The purpose of the KPERS program is to provide an orderly means of financing the pension benefits of
retiring public employees and to extend life insurance coverage; long-term disability and service connected death
and disability benefits to members and their beneficiaries.
City employees annually contribute 4% of their gross salary to the System. The City’s contribution varies
from year to year based upon the annual actuarial valuation and appraisal made by the actuary of the KPERS
program. For 2010, the City’s contribution will be 6.38% of each employee’s gross salary.
Kansas Police and Fire Retirement
The City has established membership in the Kansas Police and Fire Retirement System for its police and
fire personnel. Benefits are determined by total years of service and final average salary. The State of Kansas
administers the plan. An actuarial study is made annually and the City’s annual contribution is adjusted to meet
current fund requirements. Payment of employee retirement benefits is the sole responsibility of
KPBF. Currently
14
the City contributes 16.05% of employees' gross compensation, and the majority of employees contriiute 7.0% of
their
gross salary.
Population
The City of Salina has a population that is approaching metropolitan area status. This is defmed by the U.S.
Census Bureau as cities with 50,000 inhabitants or more. According to the U. S. Census Bureau, the City's citizens
had a median age of 36.5 years in 2007. The following table and graph show the population for the City for selected
years as provided by the U.S. Census Bureau.
Year
2008 -
2007
2006
2005
2004
U.S. Census
Bureau Population
46,483
46,458
46,140
47,533
45,988
Police and Fire Protection
The City of Salina provides police and fire protection services to residents of the City and surrounding
areas. Fire fighting services are provided fiom four stations located throughout the City with 92 full-time
firefighters. The fire department operates 36 vehicles and provides emergency medical services. The police
department employs approximately 8 1 fidl-time police officers and operates 37 police vehicles, including patrol
vehicles, motorcycles, and Cushmans.
Economic Characteristics
The City of Salina benefits fiom its location at the junction of lnterstate Highways 70 and 135. This
convenient location has drawn numerous national and regional companies to open manufacturing or distribution
centers in or adjacent to the City. Such companies include Hawker Beechcraft Corporation, Pepsi Cola, ElDorado
Bus, Exide Battery, and Philips Lighting. Currently, manufacturing, retail trade, and service industries rank as the
three primary employers in the City. No single industry is dominant. The government sector and wholesale trade
industries make up the second tier of Salina employers.
The City serves as a regional trade center for north central Kansas. Many individuals and businesses
within a 70-mile radius travel to the City to purchase consumer goods and services. The identified trade area for the
City covers 23 counties with a total population of about 360,000 people. This designation
as a regional trade center
is supported by the fact that Saline County had the seventh highest "trade pull factor" of all Kansas counties in 2008
according to Kansas State University. Trade pull factor is measured by dividing the county sales tax collections per
capita by the average statewide sales tax per capita.
In February 2010, the Kansas Department of Labor estimated the civilian labor force in the City of Salina
to be 26,699 persons. The U.S. Census Bureau determined that in 2000 the median household income for the City
was $36,066 and owner-occupied housing rates in the City were 66.1%.
Saline
County is located in the center of one of the most productive agricultural areas in the United States.
In 2007-2008, 750
farms were located on 430,000 acres. Fann crops were valued at over $38 million harvested on
2 10,9 10 acres. Cattle and milk produced was valued at over $1 9 million.
Salina is a city centered more on industry than agriculture. Currently, there are approximately 100
manufacturing and processing companies located in the City. The City, Saline County, the Chamber of Commerce,
and the Salina Airport Authority have developed several economic incentives which can be offered as inducements
to opening industrial facilities. These include property tax abatement for basic industry, the waiving of building
permit and inspection fees, refunding of sales tax paid on machinery and equipment, and providing training for
.
15
employees through the Salina Area Technical School and the Kansas State University at Salina. Additionally, a
“build-to-suit-tenant” agreement is available on sites in the Airport Industrial Center that can provide 100%
financing for land and building costs.
Income
The following table shows the per capita personal income for residents of Saline County and the State
during the years indicated:
Saline State of
Year County Kansas
2007 $34,611 $36,525
2006 32,938 34,525
2005 30,4 16 32,130
2004 29,220 30,992
2003 27,972 29,799
-
Source: Kansas Statistical Abstract, 2008
Building Permits Issued
Building permits issued by the City currently maintain steady levels. This table reflects both private
developments as well as the expansion to the educational facilities in the community. The five-year history of the
total value of permits issued is:
Year
2009
2008
2007
2006
2005
-
The Salina Airport Authoritv
Value
$12,192,48 1 -
..
18,276,022
32,63 1,35 1
2 1,542,984
2 1,688,263
The Salina Airport Authority is a body corporate and politic. The Authority was created by the City of
Salina in April 1965 pursuant to the authority granted by the City by the surplus properly and public airport
authority act of the State of Kansas. The Authority was created for the purpose of accepting as surplus properly
portions of the former Schilling A.F.B., which was closed by the United States Department of Defense in June 1965.
By quitclaim deed the Authority received over 2,900 acres of land and numerous buildings for the purpose of
operating and developing the Salina Municipal Airport and the Salina Airport Industrial Center. The Authority is
managed and controlled by a five-member Board of Directors appointed by the Salina City Commission.
The Salina Municipal Airport is the only commercial service airport serving SalindSaline County and the
22-county area, which comprises North Central Kansas. The Airport also services the corporate, business, private
aviation and flight training needs of industry, business and individuals in the area. The Airport is also used by
Kansas State University at Salina (KSUS). The campus of KSUS is located within the boundaries of the Authority
adjacent to the main Airport runway. The college offers degrees in professional flight training, airfiame and power
plant maintenance, and avionics technology.
The Salina Municipal Airport and Airport Industrial Center is home for nearly 90 businesses and
organizations. Forty-five of the businesses and organizations are tenants of the Authority. One of the primary
functions of the Authority is to facilitate the continued growth
of jobs and payroll at the Airport and Airport
Industrial Center. The Authority works in partnership with the City of Salina, Saline County, and the Salina Area
Chamber of Commerce for the retention of existing business and industry and the recruitment of new business and
industry.
16
Maior Employers
Industrial development during the past ten years has established a broad, industrial base in and around the
City. A list of the major employers is as follows. All figures represent total full-time employment excluding
seasonal and part-time employees.
Estimated
Name ProductBusiness Emplovment
Schwan’s Global Supply Chain Frozen Pizza 1,850
Salina Regional Health Center Health Care 1,082
Unified School District No. 305 School System 935
Exide Technologies Automotive Batteries 800
City of Salina City Government 493
Great Plains Manufacturing Agricultural Equipment 650
Philips Lighting Company Fluorescent Lamps 600
El Dorado National Transit, Tour & Shuttle Buses 255
Raytheon Aircraft Corporation* Aircraft Subassemblies 240
Saline County County Government 233
*Recently announced closure
Source: Salina Chamber of Commerce
Unemplovrnent Rate
According to the Kansas Department of Labor, the following table shows the annual unemployment rate
trend for the City of Salina and the State of Kansas.
Year
20 10 (Feb) -
2009
2008
2007
2006
City of
Salina
6.0%
6.7
4.1
3.5
4.0
State of
Kansas
6.8%
6.1
4.4
4.1
4.5
Education
The City of Salina has a very complete and diverse educational system fkom the primary level up to its
higher educational institutions. Unified School District No. 305 provides public education through its eight
elementary, two middle, and two senior high schools. The District also operates alternative education, vocational-
technical, and special education schools. Current enrollment is over 7,000.
Additionally, there are a number of parochial institutions that operate two grade schools, two junior high
schools, and one senior high school. A military school is located in the City and operates both a grade school and
high school. The City is home to five regional or private upper-level specialty schools. The Kansas Highway Patrol
has a training academy located in Salina. One public library with over 230,000 volumes, two college libraries, a
medical library, and a law library are located within the City.
Kansas State Universitv at Salina
The University offers a variety of engineering technology degree programs, including an aeronautical
studies
program, as well as two-year associate degrees in engineering technology and a four-year Bachelor of
Science degree in engineering technology. Areas
of emphasis include civil, electrical and mechanical engineering
technologies, aeronautical studies, and avionics. The campus is located entirely within the boundaries of the Salina
Airport Industrial Center. Approximately 930 students are currently enrolled in the school.
17
Kansas Wesleyan University
Kansas Wesleyan University was founded in 1886 and is located within the City. Currently, Kansas
Wesleyan maintains an enrollment of approximately 800 students, the majority from Kansas and surrounding states.
The school, based on a liberal arts foundation, offers more than 27 major programs, including graduate studies.
Evening degree completion programs for adults are also available. Kansas Wesleyan is a member of the Associated
Colleges of Central Kansas, a consortium of six academic institutions within 70 miles of the University through
which students may enroll in courses and utilize resources.
TransDortation
In addition to 1-70 and 1-135, US-81 and US40 also intersect Salina. Several fieight companies provide
motor freight service in Salina with direct and connecting schedules to all cities in the United States.
Bus service is
available at regular intervals during each day in all directions.
Union Pacific gives the City rail service in four directions out of the City and provides daily package-car
service in and out of Salina. There are approximately 8 daily freights stopping in the City. Existing terminals have
adequate capacity to handle present and greatly increased hture capacity. Approximately 30 miles of storage tracks
are available.
The City is served by the Salina Municipal Airport and scheduled air service is provided by Great Lakes
Airlines. The airline offers weekday and weekend flights to the Kansas City and Denver. During 2009, the Airport
enplaned 2,839 passengers and also accommodates a wide variety of aircraft including business jets, military, flight
training and general aviation aircraft. During 2009, the Salina Air Traffic Control Tower logged over 65,000
aircraft operations serving the needs of over 7,000 business jets, the professional flight training department of
University at Salina, general aviation and military aircraft. The two fixed base operators on the field at Salina
specializing in aviation fuel delivered over 2.5 million gallons of fuel to the wide variety of aircraft utilizing the
Airport during 2009.
’
Utilities and Infrastructure
Westar Energy supplies electricity and Kansas Gas Service provides natural gas to the City. The City
owns its own water and sewage system. Additionally, the City is responsible for street maintenance and police and
fire protection.
Health Facilities
The City is served by Salina Regional Health Center (“SRHC”), a 330-bed regional facility divided
between two Salina campuses. SRHC is an acute care facility for the diagnosis and treatment of all types of diseases
and conditions, and includes a cancer treatment center and two medical office buildings. The institution is also a
50% partner in a separate surgical hospital adjacent to the Asbury campus of SRHC.
Several other facilities providing mental health services, counseling, and alcohol and drug dependency
treatment programs are located in the City.
Financial Institutions
Nine banks operating a total of 14 different facilities are located in the City. Five banks are headquartered
in the City and reported combined deposits in excess of $1.97 billion as of December 31,2008. Two savings banks
have branch offices in the City.
18
Other Information
Public recreation facilities available to city residents include 27 parks, a golf course, basebalVsoftbal1
fields, a swimming pool, an art center, a community theater, a museum, tennis courts, and ice and roller skating
facilities. Two private clubs provide additional recreational opportunities for residents
of the City. Kenwood Cove,’
a $12.5 million aquatic park, is anticipated to open in May 2010.
The Bicentennial Center, a 7,500-seat facility, is home to the Kansas Cagerz, a professional basketball team
playing in the United States Basketball League. Numerous concerts, exhibitions, conventions, and other events are
also held in the Center.
There
are several radio stations in the City. Five standard television stations fiom Wichita serve the Salina
area. Additionally, Cox Communications provides cable television and broadband internet service to subscribing
customers.
DEBT SUMMARY
Current Indebtedness
The following is an overview of the City’s outstanding indebtedness by classification as of the dated date
of the Bonds. Figures do not include bonds for which payment has been provided through the creation of designated
escrow accounts.
General Obligation Bonds: The City’s currently outstanding general obligation bonds have an underlying
rating of “Aa3” from Moody’s. Some of the City’s outstanding bonds have also received a rating of “Aaa” tiom
Moody’s as the result of a municipal bond insurance policy.
Date
Issued
- 07-15-01
01-1 5-02
07-15-02
07-15-03
05-01-04
07- 15-04
07-15-05
03-15-06
07-15-06
06-15-07
07-1 5-08
12-1 5-08
07-1 5-09
05-01-1 0
PurDose
Internal Improvements
Water and Sewage System Refunding
Internal Improvements
Internal Improvements
Refunding
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Refunding & Improvement
Amount
of Issue
$ 5,350,000
2,045,000
1,980,000
. 4,350,000
5,585,000
4,053,000
4,2 10,000
885,000
6,545,000
3,720,000
3,525,000
23,695,000
6,9 15,000
-
2J00,000
Final
Maturity
10-01 - 16
10-0 1 - 13
10-0 1-1 7
10-01-1 8
08-0 1-1 5
10-01 -1 9
10-0 1-20
10-0 1-26
10-01-2 1
10-0 1 -27
10-0 1-23
07-01-28
10-0 1-29
10-0 1-25
Amount
Outstanding
$ 2,485,000
820,000
*
820,000
2,405,000
2,225,000
2,150,000
2,870,000
1,870,000
675,000
5,8 15,000
3,500,000
3,525,000
23,695,000
6.91 5,000
$58,950,000
*To be refunded with proceeds tiom the sale of the Bonds. Total Amount Outstanding excludes this amount.
A portion of the City’s outstanding general obligation bonds are payable tiom special assessments levied
upon properties benefited by certain internal improvement projects and transfers fiom enterprise
funds of the City.
If such payments are not provided in a timely manner, the principal of and interest on the bonds must then be paid
from the City’s ability to levy unlimited ad valorem taxes. See FINANCIAL INFORMATION
- “Special
Assessments” for a further description of special assessment financing.
The City has a practice of issuing its general obligation debt with level annual principal payments over a .
period of ten or fifteen years, depending on the nature and size of the projects being financed. Exceptions to this
practice have been made for special projects.
19
Stute Loans: The City intends to provide for payment of this debt with net revenues derived fiom the
operation
of its water and sewage system. However, these bonds are ultimately secured by the City’s ability to levy
unlimited ad valorem taxes.
Date Amount Final Amount
Issued Purpose of Issue Maturity Outstanding;
01 -05-98 Kansas Public Water Loan # 1 $3,600,000 08-01 -20 . $2,176,383
03-15-01
Kansas Public ,Water Loan #2 5,000,000 08-01-23 3,690,545
$5,866,928
Revenue Bonds: Revenue bonds are payable solely fiom the net revenues derived by the City fiom the
operation of its combined
indebtedness of the City for
Date
Issued
08-0 1-02
_-
water and sewage system.
which the City’s taxing ability has been pledged.
Revenue bonds do not represent a- general -obligation
Puruose
Refunding
Amount Final Amount
of Issue
$6,790,000
Maturitv
09-01 -1 2
Outstanding
$2,320,000
Lease Purchase Obligations:
Original
Date Maturity Principal Amount
Golf Carts 04-0 1-09 07-01-1 1 $30,000 $30,000
Proiect Issued - Date Amount Outstanding;
Temporary Notes: Temporary notes represent general obligation indebtedness payable ultimately fiom the
City’s ability to levy unlimited taxes upon all taxable tangible property within its territorial limits. The City
customarily redeems temporary notes with proceeds fiom the sale of long-term general obligation notes or other
available funds.
Final Original
Date Maturity Note Amount
Proiect Series Issued - Date Amount Outstanding
Street, Water, and Sewer 2010-1 05-0 1-1 0 08-0 1-1 1 $2,500,000 $2,500,000
Overlauuinp Debt
According to the Saline County Clerk’s office, the following table shows the overlapping general
obligation indebtedness of the City. The percent of an overlapping jurisdiction’s debt that is applicable to the City is
calculated by dividing the assessed valuation of that portion of the jurisdiction’s boundaries which overlap those of
the City by the total assessed valuation of such jurisdiction. All debt outstanding is as of December 3 1,2009 unless
otherwise noted.
Amount Fstimated Share of the City
Jurisdiction Outstanding Amount Percentage
U.S.D. No. 305 $53,190,000 $49,275,2 16 92.64%
Saline County (as of 06-30-09) 680,000 514,828 75.71
Salina Airport Authority 13,875,000 , 13.875.000 100.00
$63,665,044
20
Annual Debt Payments
The following is a list of annual debt service requirements for the City’s currently outstanding general
obligation bonded indebtedness. All amounts are rounded to the nearest whole dollar.
Year
2010
201 I
2012
2013
2014
2015
2016
2017
2018
2019
2020
202 1
2022
2023
2024
2025
2026
2027
2028
2029
- Outstanding Bonds
Principal
$ 4,390,000
4,525,000
4,560,000
4,520,000
4,370,000
3,970,000
3,795,000
3,530,000
3,570,000
3,4 15,000
1,700,000
1,565,000
1,570,000
1,480,000
1,275,000
900,000
935,000
860,000
720,000
385.000
$52,035,000
Interest
$ 1,033,328
1,929,961
1,782,854
1,590,45 1
1,398,528
1,2352 10
1,084,338
928,361
765,710
600,325
478,047
41 1,159
348,219
283,195
222,145
168,739
128,875
87,326
48,888
16.362
$14,542,021
Series 2010-A Bonds
Principal Interest
$ 0
785,000
880,000
895,000
695,000
285,000
290,000
300,000
3 10,000
320,000
330,000
340,000
350,000
365,000
380,000
390,000
0
0
0
0
$6,915,000
SRF Loans
$ 319,839
639,678
639,678
639,678
639,678
639,678
639,678
639,678
639,678
639,678
504,708
369,737
369,737
184,869
0
0
0
0
0
0
$7,505,992
Total ‘P&I
- -
Historical Debt Information
The following table shows historical balances of outstanding general obligation bonds for the City during
the most recent five-year period.
Bonds
Outstanding - Year December 31*
2009 $52,900,000
2008 3 1,645,000
2007 27,650,000
2006 24,165,000
2005 24,160,000
Debt to
Assessed
Valuation
11.81%
7.01
6.24
5.64
6.01
Debt to
Estimated Actual
Valuation
1.83%
I .09
0.98
0.89
0.96
U.S.
Census
Potwlation
46,483
46,483
46,458
46,140
47,533
Debt
Per
Capita
$1,138.05
680.79
595.16
523.73
508.28
*The City intends to provide for payment on the two outstanding State Revolving Fund loans with net revenues
derived fiom the operation of its water and sewer system. Therefore, this figure exctudes the respective
outstanding principal amounts, although the outstanding State Revolving Fund loans are ultimately secured by the
City’s ability to levy unlimited ad valorem taxes.
Future Indebtedness
The City annually prepares and adopts a five-year capital improvements plan. This plan identifies and
prioritizes potential capital improvement projects within the City and includes the respective funding sources.
Based on the City’s fast capital improvements plan, the total cost of projects the City anticipates undertaking
between now and 2014 is approximately $91.1 million,
of which approximately $6.9 million is anticipated being
financed through general obligation bonds. Borrowing requirements described above do not include future
subdivision improvement projects financed with general obligation special assessment temporary bonds. The City
21
typically undertakes such projects after receiving and reviewing a valid petition fiom property owners.
FINANCIAL INFORMATION - “Special Assessments”.
See
The City currently anticipates issuing water and sewer utility revenue bonds in 2010 to fund approximately
$13 million of improvements to its wastewater system.
The City has been involved with ongoing discussions concerning contamination in certain areas within the
boundaries of the Salina Airport Industrial Center. This contamination was caused by activities occurring prior to
1964, when the site served as the Shilling Air Force Base. The City, the Salina Airport Authority, and other local
governmental entities are pursuing federal funds to clean up the affected areas. In the event fimding cannot be
secured in a timely fashion or in sufficient amounts, it may be necessary for the City to issue debt to relocate certain
water wells. The exact timing and amount, if any, of such borrowing cannot be determined at this time. If City
borrowing is necessary for this project, it is anticipated that utility revenue bonds will be the first type of debt
considered.
Legal Debt Limits
Cities within Kansas are permitted to issue bonds in an aggregate amount not to exceed 30% of the total
assessed valuation of the city. Bonds issued for the purpose of improving, acquiring, enlarging, or extending
municipal utilities, including storm and sanitary sewer systems; bonds issued to pay the cost of improvements to
intersections and streets in fiont of city or school district property; bonds for bridges as authorized by a vote of the
electors of a city; bonds issued to refund outstanding bonds; and bonds payable fiom revenue sources other than the
general taxing authority of the city are not included in total aggregate debt for purposes of computing a city’s debt
limitation.
I
Debt Pavment Record
The City has always met principal and interest payments on all outstanding bonds and temporary notes
when due and payable.
REMAINDER OF
THIS PAGE LEFT BLANK IN’IENTIONALLY
22
FINANCIAL INFORMATION
Financial Statement Summary
The following is a summary of the combined revenues, expenditures, and fbnd balances for the City’s
General Fund for the most recent available years
as shown in the City’s Comprehensive Annual Financial Reports.
This summary has not been prepared or reviewed by the City’s auditor.
Revenues:
Property Taxes
Sales Tax
Other Taxes
Intergovernmental
Charges for Services
Investment Revenue
Miscellaneous
Total Revenues
Expenditures:
General Government
Public Safety
Public Works
Public Health and Sanitation
Culture and Recreation
Planning and Development
Capital Outlay
Total Expenditures
Revenues Over (Under) Expenditures
Other Sources (Uses)
Net Change in Fund Balance
Fund Balance January 1
Prior Period Adjustment
Fund Balance January 1 Restated
Fund Balance December 3 1
Audited
2005
$ 2,731,138
10,555,924
2,7 17,427
859,399
5,387,774
176,808
385.253
$22,813,723
-
$ 2,485,060
10,62 1,702
4,536,63 1
892,110
2,074,639
1,328,376
828.996
$22,767,5 14
$ 46,209
-290.553
$ -244,344
$ 7,3 1 1,303
0
$ 7,311,303
$ 7,066,959
Audited - 2006
$ 2,572,355
11,136,946
4,137,9 1 1
1,360,583
5,661,733
43 1,349
438.576
$25,739,453
$ 2,486,348
11,138,545
4,73 1,85 1
1,001,135
2,130,694
1,598,084
1,375.638
$24,462,295
$ 1,277,158
$ 1,157,770
$ 7,066,959
0
$ 7,066,959
$ 8,224,729
- 1 19,388
Audited
2007
$ 2,214,508
11,471,629
4,445,154
1,040,593
5,479,483
428,197
5 17,447
$25,597,011
-
$ 2,573,188
12,550,089
5,110,274
1,072,O 12
2,322,893
1,565,062
807.69 1
$26,001,209
$ -404,198
-489,900
$ -894,098
$ 8,224,729
0
$ 8,224,729
$ 7,330,631
Audited
2008
$ 2,546,938
11,985,856
4,68S,1 OS
91 1,305
5,793,253
244,769
496.742
$26,663,968
-
$ 3,336,261
14,070,189
5,239,844
1,109,794
2,297,43 1
2,087,685
630.178
$28,77 1,382
$ 2,107,414
806.306
$ -1,301,108
- $ 7,330,631
0
$ 7,330,631
$ 6,029,523
Note: The City’s 2009 audited financial statements were not completed
as of the date of this Official Statement.
Preliminary unaudited statements, which are prepared on a cash basis, indicate a decrease in the general fund ending
balance
of approximately $1.2 million.
REMAINDER OF THIS PAGE LEFT BLANK INTENTIONALLY
23
Assessed Valuation
According to the Saline County Clerk’s Office, the following table gives the assessed valuation of the City
in the years indicated.
Year
2009 -
2008
2007
2006
2005
2004
2003
2002
2001
2000
Real
Estate
$358,979,211
356,678,7 12
342,045,389
32 1,695,326
296,537,399
282,517,284
277,456,8 13
267,175,443
254,343,715
24 1,62 1,655
Personal
PropertV (1)
$24,760,806
281373,980
34,507,464
39,691,690
38,662,356
35,4 10,526
35,3 86,133
3 5,093, I 54
31,823,431
32,439,566
State
Assessed
Utilities
13,730,609
14,929,456
16,175,634
16,530,171
17,624,030
17,334,372
15,750,780
14,866,008
14,847,520
14,088,875
Motor
Vehicle
$50,330,252
5 1,35 1,656
50,548,706
5035 1,299
49,367,870
48,687,121
46,679,292
45,965,839
43,248,108
43,246,020
Total
Assessed
Valuation
$447,800,878
45 1,333,804
443,277,193
428,468,486
402,191,655
383,949,303
375,273,018
363,100,444
344,262,774
331,396,116
(1) Beginning in 2007, certain types of personal property were removed from the tax rolls. See footnote (3) to the
table in FINANCIAL INFORMATION
- “Property Assessment Rates”.
Estimated Actual Valuation
Based on assessment percentages provided by Kansas Statutes, real estate equalization ratios provided by
the Kansas Department of Revenue (see FINANCIAL INFORMATION
- “Property Assessment Rates”), and
estimated actual valuation figures provided by the Saline County Appraiser’s Office, the following table provides
estimated actual valuations for the City in the years indicated.
Year
2009 -
2008
2007
2006
2005
2004
2003
2002
2001
2000
Residential Real Estate
Equalization Ratio
not available
1 1.66%
11.68
11.22
11.16
11.47
1 1 so
11.65
11.44
11.39
Estimated
Actual Value
$2,893,359,541
2,914,775,730
2,833,709,391
2,719,391,025
2,529,377,135
2,427,448,947
2,368,264,683
2,296,900,695
2,182,563,473
2,096,802,659
SDecial Assessments
The City has pursued a policy of utilizing special benefit districts to assign the cost of certain internal
improvement projects to the property that directly benefits from the construction. Kansas statutes allow for the
creation of special benefit districts to pay for the cost of a variety of improvements including street construction,
storm water drains, sanitary sewer system improvements, street lighting, water system improvements, recreational
facilities, flood control projects, bridges, and parking facilities. The City has typically utilized special benefit
districts to pay for the costs associated with constructing streets, sidewalks, curbs, gutters, and lighting in new
residential developments within the City. When
a developer requests the use of Special Assessments to finance
public improvements, the City requires that they pay 20% of the estimated cost of the project in cash, or file a letter
of credit equivalent to 35% of the estimated cost of the project. The letter of credit is released when Certificates of
Occupancy have been issued for 35% of the lots in the development. Special benefit districts have also been created
to pay for the cost of improvements to streets and sidewalks
in the City’s downtown area.
24
The creation of special benefit districts, the determination of property benefited, and the method of
allocating the cost of the improvement is at the discretion of the City. Property owners have the ability to suggest
improvements through a petition process and to comment on the final amount of their assessment. The City may or
may not be included as part of the special benefit district. All property owners have the option to pay their portion
of the improvement cost with a one-time payment during a 30-day assessment prepayment period
or pay in annual
installments with interest over a certain number of years.
Upon completion of the special benefit district improvement projects and a 30-day prepayment period, the
City issues general obligation bonds to provide for permanent project financing. The payment of the principal of
and interest on such bonds is paid from the special assessments levied annually on the benefited property. Special
assessments are paid at the same time and in the same manner as ad valorem property taxes. If at any time the
special assessments received from the property owners are insufficient to provide for the payment of the principal of
and interest on the bonds, the City is obligated to provide for the balance of such payments through its ability to levy
unlimited ad valorem property taxes.
Larpest Taxpavers
According to the Saline County Clerk’s Office, the following table lists the largest taxpayers in the City,
their 2009 assessed valuations, and the percentage each taxpayer comprised of the total assessed valuation of the
City.
Companv
Schwan’s Sales (Tony’s Pizza)
IPOFA Salina Central Mall LLC
Salina Regional Health Center
Westar Energy
Wal-Mart Stores
Gateway Adams Inc. (Midstate Plaza)
Kansas Gas Service
Southwestern Bell Telephone
Sunflower Bank
Great Plains Manufacturing
Type of
Business
Frozen Pizza
Regional Shopping Center
Hospital and Medical Offices
Utility
Discount Retail
Shopping Center
Utility
Utility
Financial Institution
Agricultural Equipment
Assessed
Valuation
$10,144,446
8,704,250
5,584,46
1
5,191,056
3,813,855
3,556,009
3,499,873
3,455,419
2,749,200
2.526.984
$49,225,553
Yo of
Total
Valuation
2.27yo
1.94%
1.25%
1.16%
0.85%
0.79%
0.78%
0.77%
0.61%
0.56%
10.99%
Tax Collections
Tax statements are mailed November 1 each year and may be paid in full or one-half on or before
December 20 with the remaining one-half due on or before May 10 of the following year. Taxes that are unpaid on
the due dates are penalized at a statutorily prescribed rate until paid or until the property is sold for taxes. Real
estate bearing unpaid taxes is advertised for sale in July of each year and is sold by the County for taxes and all legal
charges on the first Tuesday in September. Properties that are sold and not redeemed within two years after the tax
sale are subject to foreclosure sale, except homestead properties which are subject to foreclosure sale after three
years.
Personal property taxes are assessed, due and may be paid in the same manner as real estate taxes. Motor
vehicle property taxes
are based on valuations provided by the Kansas Department of Revenue and the county
average tax rate for the county
in which the vehicle is registered. Motor vehicle taxes are payable to the county
treasurer at the time of the vehicle’s annual registration. Vehicle registration dates are assigned by the State in a
manner such as to equal registration over a twelve-month period. Motor vehicle taxes are distributed by the county
to the state, city and other taxing jurisdictions based on their proportionate tax levies. Delinquent personal and
motor vehicle taxes are penalized at the same rate as delinquent real property taxes.
25
The following is a summary of tax collections for the years shown.
Levy
Year
2009*
2008
2007
2006
2005
2004
2003
2002
200 1
2000
- Tax
Rate
25.855
25.886
23.959
23.789
23.999
24.063
24.013
24.092
24.365
24.876
-
Taxes
Levied
$10,289,701
10,369,087
9,432,248
9,029,080
8,478,392
8,085,633
7,90 1,005
7,654,034
7,306,926
6,702,087
Current
Tax Collections
YO Amount - $5,303,152 51.5%
9,825,122 94.8
8,941,650 94.8
8,648,305 95.8
8,223,308 97.0
7,894,014 97.6
7,668,663 97.1
7,390,547 96.6
7,082,098 96.9
6,488,562 96.8
Current and Delinquent
Tax Collections
Amount YO
$10,119,876 97.6
9,209,900 97.6
8,907,754 98.6
8,470,007 99.9
8,130,384 100.5
7,898,723 99.8
7,6 12,263 99.5
7,294,560 99.8
6,634,732 98.9
5734%
*As of January 1,2010
Sales Tax
Sales tax collections are the responsibility of the Kansas Department of Revenue. The Department of
Revenue distributes the local option countywide and citywide sales taxes on a monthly basis. Countywide sales
taxes are distributed between the levying county and the cities located within the county based on population and
relative tax levies. Citywide local option sales taxes are distributed solely to the levying city. Statewide sales taxes
are retained entirely by the state. The total sales tax for goods and services in the City is 7.20%, which consists of
5.3% imposed by the State, 1% countywide local option sales tax, and .90% citywide local option sales tax.
In 1982 the voters of Saline County, in accordance with Kansas statutes, approved a 1% countywide local
option sales tax. In 1992 voters of the City approved a local option SO% citywide sales tax for purposes of helping
fund general operations expenditures of the City.
In November 1998, voters within the City approved an additional .25% restricted local option sales tax to
be collected through June 1 , 2004 and distributed to Unified School District No. 305 to fund educational technology.
The voters renewed the .25% local option sales tax and are now using those collections for various city capital
improvements. .
In November 2008, voters in the City of Salina approved a .40% citywide retailers dedicated sales tax to
pay the costs of various City capital improvements including constructing, operating and maintaining a $12.5
million aquatic park. The .40% sales tax replaced the 2004 .25% sales tax on April 1,2009 and terminates ten years
after its commencement.
The City of Salina deposits sales tax receipts ftom its 1992 tax into its General Fund. Sales tax receipts are
used for funding general operating expenditures of the City and capital improvement projects. The following table
lists the local-option sales tax receipts of the City of Salina in the years indicated.
2004
.25% Citywide
Local Option
Year Sales Tax Receipts
2005 $2,292,573
2006 2,417,184
2007 2,483,734
2008 2,588,73 1
2009
2010 (2) 0
2008
.40% Citywide
Local Option
Sales Tax Receipts
0
0
0
0
1,143,711
$3,379,938 (1)
1992
SOYO Citywide
Local Option
Sales Tax ReceiDts
$4,585,147
4,834,368
4,967,468
5,177,462
4,987,415
1,245,673
City's Portion of
1% Countywide
Local Option
Sales Tax Receipts
$5,995,152
6,302,579
6,504,160
6,808,395
6,703,839
1,640,117
(1) The 2008 .40% sales tax became effective April 1,2009, at which time the 2004 sales tax stopped. This figure
26
is the combined total receipts of the 2004 sales tax and the 2008 sales tax for 2009.
(2)
Through March 20 10.
Source: City Clerk
Tax Levies
The City may levy taxes in accordance with the requirements of its adopted budget. The County Clerk
determines property tax levies based upon the assessed valuations provided by the Appraiser and spreads the levies
on the tax rolls. The following table gives the total tax levies for all taxing jurisdictions per $1,000.00 assessed
valuation of the City for the last five years.
Jurisdiction
City of Salina
Salipa Library
State Education & Other
Unified School District
No. 305
Airport Authority
Central Kansas Extension District
Saline County
Total
2005
for
2006
Budget
23.999
5.325
1 SO0
55.182
2.94 1
1.194
28.579
1 18.720
Levy
2006
for
2007
Budpet
23.789
5.180
1 SO0
55.252
2.877
1.169
27.955
117.722
Levy
2007
for
2008
Budget
23.959
5.242
1 SO0
54.990
2.877
1.156
27.435
117.159
2008
for
2009
Budget
25.886
5.419
1 SO0
58.547
2.877
1.175
29.347
124.751
Levy
2009
for
2010
Budget
25.855
5.413
1 SO0
58.495
4.315
1.173
3 1.303
128.054
Levy
Budpeting Procedures
Applicable Kansas statutes require that budgets be legally adopted for all funds (including debt service and
enterprise funds) unless exempted by a specific statute. All budgets are prepared utilizing the modified accrual basis
Mer modified by the encumbrance method of accounting. For example, commitments such as purchase orders
and contracts, in addition to disbursements and accounts payable, are recorded as expenditures.
The statutes provide that the budget for the succeeding calendar year must be prepared on
or before August
1 and published on or before August 5 of each year. A public hearing is required to be held on or before August 15,
with the final budget being adopted on or before August 25 of each year. Original appropriations may be modified
by supplemental appropriations and transfers among budget categories. The City Commission must approve all
significant changes.
Kansas. law prohibits cities and other governmental units fiom creating indebtedness unless there is money
on hand in the proper fund and unencumbered by previous commitments with which to pay the indebtedness. The
execution of a contract, or the issuing of a purchase order, automatically encumbers the money in the fund for the
payment of the amount represented by the commitment. It makes no difference that the amount may not have to be
paid until more moneys are in the fund
or until the following year. An exception to this cash basis law is the
issuance of debt, in the form of bonds, notes, or warrants, pursuant to stahtory authority, referendum or by the State
Board of
Tax Appeals. In the event debt is issued, funds need not be on hand for future payments.
Appraisal and Assessment Procedures
The determination of appraised and assessed valuation and the collection of property taxes for all political
subdivisions in the State of Kansas are the responsibility of the various counties. The Saline County appraiser
annually determines the appraised valuation of property located in the City. The appraiser’s determination is based
27
on a number of criteria established by Kansas’s statute. All property, with the exception of agricultural land, is
appraised based on estimated fair market value. Agricultural property is appraised based on productivity value.
Kansas statutes require that each parcel of real property be reviewed and inspected by the county appraiser once
every four years for taxation purposes. Once appraised valuations have been determined, they are multiplied by the
applicable statutory assessment rates to arrive at the assessed valuations. The total assessed valuation is then used to
establish property tax rates.
ProDertv Assessment Rates
In order to determine the assessed valuation of a parcel of property for taxation purposes, the county
appraiser multiplies the appraised value of the parcel by the applicable assessment rate. Current property assessment
rates were established in 1986, effective in 1989, and slightly modified in 1992. The most significant 1992
modifications involved lowering the assessment rate on commercial and industrial real property from 30% to 25%
and on residential property from 12% to 11 90. The following table shows the current assessment rates for the
different classes of taxable tangible property within the State of Kansas.
Real Propertv:
Residential 11.5%.
Commercial and Industrial-
Real Property 25.0
Agricultural Land (1) 30.0
Agricultural Improvements 25.0
Vacant Lots 12.0
All Other 30.0
Mobile Homes 1 1.5%
Mineral Leaseholds (large) 30.0
Mineral Leaseholds (small) 25.0
Commercial & Industrial
Machinery & Equipment 25.0
All Other 30.0
Railroads federally mandated rate
All Other Public Utilities 33.0%
Motor Vehicles: 20.0%
Property Exempt:
Not-for-Profit (2) 12.0
Personal Prouertv: (3)
Utilities:
Property used for the following purposes,
or portions thereof, are exempt fiom taxation
provided certain statutory requirements are met: religious, educational, literary, scientific,
benevolent, alumni associations, veterans’ organizations,
or charitable purposes, including
parsonages and community service organizations providing humanitarian services.
(1) Agricultural land is valued based on the productivity value of the property and not estimated market valuation.
(2) A bill passed by the Kansas Legislature in 1994 clarified this class of property to include all property owned
and operated by not-for-profit organizations not subject to federal income taxation pursuant to paragraphs (2),
(3), (4), (7), (8), or (10) of Subsection C of Section 501 of the federal internal revenue code. This bill
specifically established that private, not-for-profit counhy clubs would be assessed at 12% for all land that does
not accommodate buildings or improvements.
(3) The 2006 Kansas Legislature exempted fkom all property or ad valorem property taxes levied under the laws of
the State, all commercial, industrial, telecommunications, and railroad machinery and equipment acquired by
qualified purchase
or lease after June 30, 2006 or transported into the State after June 30,2006 for the purpose
of expanding an existing business or creation of a new business.
28
EauaIization Ratios
Annually, the Property Valuation Division of the Kansas Department of Revenue conducts a study to
compare the assessed valuation of real property to estimated market value based on property sale prices. The study
derives an equalization ratio which, when divided into assessed valuation, provides a means to approximate actual
market value. According to the 2008 Kansas AppraisaVSales Ratio Study, the equalization
ratio for residential real
property in Saline County was 1 1.66%, and commercial and industrial property was 23.25%.
LEGAL MATTERS
Legal matters incident to the authorization, issuance, and sale of the Notes and Bonds by the City and the
tax-exempt status thereof are subject to the approval of Gilmore & Bell, P.C., Kansas City, Missouri, Bond Counsel,
whose approving opinion accompanies the Notes and Bonds. The opinions are dated and given on and speak only as
of the date of original delivery of the Notes and Bonds. Bond Counsel has not participated in the preparation of this
Official Statement except for the sections titled INTRODUCTORY STATEMENT, THE NOTES, THE BONDS,
LEGAL MATTERS, TAX MATTERS, CONTINUING DISCLOSURE, and
APPENDIX B.
TAX MATTERS
General
_-
The following is a summary of the material federal and state income tax consequences of holding and
disposing of the Notes and the Bonds (the “Securities”). This summary is based upon laws, regulations, rulings and
judicial decisions now in effect, all of which are subject to change (possibly on a retroactive basis). This summary does
not discuss all aspects of federal income taxation that may be relevant to investors in light of their personal investment
circumstances or describe the tax consequences to certain types of holders subject to special treatment under the federal
income tax laws (for example, dealers in securities or other persons who do not hold the Securities as a capital asset,
tax-exempt organizations, individual retirement accounts and other tax deferred accounts, and foreign taxpayers), and,
except for the income tax laws of the State of Kansas, does not discuss the consequences to an owner under state, local
or foreign tax laws. The summary does not deal with the tax treatment of persons who purchase the Securities in the
secondary market at a premium or a discount. Prospective investors are advised to consult their own tax advisors
regarding federal, state, local and other
tax considerations of holding and disposing of the Securities.
Tax Matters Applicable to All Securities
Sale, Exclrange or Retirement of SewrtXes. Upon the sale, exchange or retirement (including redemption)
of a Security,
an owner of the Security generally will recognize gain or loss in an amount equal to the difference
between the amount of cash and the fair market value of any property received on the sale, exchange or retirement of
the Security (other than in respect of accrued and unpaid interest) and such owner’s adjusted tax basis in the Security.
To the extent the Securities are held as a capital asset, such gain or loss will be capital gain or loss and will be long-
term capital gain
or loss if the Security has been held for more than 12 months at the time of sale, exchange or
retirement.
Reporting Requirements. In general, information repoxting requirements will apply to certain payments of
principal, interest and premium paid on Securities, and to the proceeds paid on the sale of Securities, other than certain
exempt recipients (such as corporations and foreign entities). A backup withholding tax will apply to such payments if
the owner fails to provide a taxpayer identification number or certification of foreign or other exempt status or fails to
report in
fill dividend and interest income. The amount of any backup withholding fiom a payment to an owner will
be allowed as a credit against the owner’s federal income tax liability.
29
ODinion of Bond Counsel
Federal Tax Exemption. In the opinion of Bond Counsel, under existing law, the interest on the Securities is
excluded fiom gross income for federal income tax purposes. Interest on the Notes is not an item of tax preference
for purposes of the federal alternative minimum tax imposed on individuals and corporations and is not taken into
account in determining adjusted current earnings for the purpose
of computing the alternative minimum tax imposed
on certain corporations. Interest on the Bonds is not an item of tax preference for purposes of the federal alternative
minimum tax imposed on individuals and corporations but is taken into account in determining adjusted current
earnings for the purpose of computing the alternative minimum tax imposed on certain corporations. The opinions
set forth in this paragnph are subject to the condition that the Issuer comply with all requirements of the Internal
Revenue Code of 1986, as amended (the “Code”) that must be satisfied subsequent to the issuance of the Securities in
order that interest thereon be, or continue to be, excluded ffom gross income for federal income tax purposes. The
Issuer has covenanted to comply with all such requirements. Failure to comply with certain of such requirements may
cause interest on the Securities to be included in gross income for federal income tax purposes retroactive to the date of
issuance of the Securities. The Securities are “qualified tax-exempt obligations” for purposes of Code §265@)(3), and,
in the case of certain financial institutions (within the meaning of Code Q265@)(5)), a deduction is allowed for 80% of
that portion of such financial institutions’ interest expense allocable to interest on the Securities.
r Securities Purchased at a Discount. In the opinion of Bond Counsel, subject to the conditions set forth
above, the original issue discount for each Security, to the extent properly allocable to each owner of such Security,
is excluded fiom gross income for federal income tax purposes with respect to such owner. Original issue discount
on each Security is the excess of the “stated redemption price at maturity” of such Security, over the initial offering
price to the public (excluding underwriters and intermediaries) at which price a substantial amount of such
Securities were sold. For each Security, the stated redemption price at maturity includes all payments on the
Security, except interest payable at least annually over the term of the Security (“qualified stated interest”). For the
Securities, the original issue discount is the selling price of each Security originally sold at a price of less than 100%
as set forth on the inside cover hereof. The Securities originally sold at a price of less than 100% as set forth on the
inside cover hereof are the “OID Securities.”
Under Code
9 1272 and 1288, original issue discount on tax-exempt Securities accrues on a compound
basis. The amount of original issue discount that accrues during any accrual period generally equals (a) the issue
price of such OID Security plus the amount of original issue discount accrued in all prior accrual periods, multiplied
by (b) the yield to maturity of such OID Security (determined on the basis of compounding at the close of each
accrual period and properly adjusted for the length of the accrual period), less (c) any interest payable on such OID
Security during such accrual period. The amount of original issue discount so accrued in a particular accrual period
will be considered to be received ratably on each day of the accrual period, will be excluded
fi-om gross income for
federal income tax purposes, and will increase the owner’s tax basis in such OID Security. Owners of OID
Securities should consult with their individual tax advisors to determine whether they are required to include, for
State and local income tax purpodes, an amount of interest on the OID Securities as income even though no
corresponding cash interest payment is actually received during the tax year.]
.
[ Securities Purchased at a Premium. Certain maturities of the Securities have an initial offering price which
exceeds the stated redemption price at maturity as set forth on the inside cover hereof. The excess of the purchase
price of a Security over its stated redemption price at maturity constitutes premium on such Security. A purchaser
of a Security must amortize any premium over such Security’s term using constant yield principles, based on the
purchaser’s yield to maturity. As premium is amortized, the amount of tax-exempt interest deemed received by the
purchaser and the purchaser’s basis in such Security are reduced by a corresponding amount. The adjustment to a
purchaser’s tax basis will result in an increase in the gain (or decrease in the
loss) to be recognized for federal
income purposes upon a sale
or disposition of such Security prior to its maturity. Even though the purchaser’s basis
is reduced, no federal income tax deduction is allowed.
Purchasers of any Securities at a premium, whether at the time of initial issuance or afterward, should
consult with their own tax advisors as to the determination and treatment of premium for federal income tax
purposes and state and local tax consequences of owning such Securities.]
Kansas Tar Exempiion. The interest on the Securities is excluded fiom computation of Kansas adjusted
gross income.
30
Other Tax Consequences. Prospective purchasers of the Securities should be aware that ownership of the
Securities may result in collateral federal income tax consequences to certain taxpayers, including, without
limitation, financial institutions, property and casualty insurance companies, individual recipients of Social Secw-ty
or Railroad Retirement benefits, certain S corporations with “excess net passive income,” foreign corporations
subject to the branch profits tax, life insurance companies, and taxpayers who may be deemed to have incurred or
continued indebtedness to purchase or carry or have paid or incurred certain expenses allocable to the Securities.
Bond Counsel expresses no opinion regarding these tax consequences. Purchasers of Securities should consult their
tax advisors as to the applicability of these tax consequences and other federal income tax consequences of the
purchase, ownership and disposition of the Securities, including the possible application of state, local, foreign and
other tax laws.
RATING
The City has applied to Moody’s Investors Service for a rating on the Notes and Bonds. Any explanation
of the significance of such ratings may be obtained only from said rating agency. There is no assurance that the
ratings will remain for any given period of time or that they may not be lowered or withdrawn entirely by the rating
service if, in their judgment, circumstances so warrant. Any such downward change in or withdrawal of the ratings
may have an adverse effect on the market price of the Notes and Bonds. The City’s other outstanding general
obligation notes and bonds have been rated
“MIG 1” and “Aa3”, respectively, by Moody’s Investors Service.
FINANCIAL ADVISOR
George K. Barn & Company, Kansas City, Missouri, has acted as Financial Advisor to the Issuer in
connection with the sale of the Notes and Bonds and has assisted the Issuer in the preparation of this Official
Statement and in other matters relating to the issuance of the Notes and Bonds. The Financial Advisor received
written consent to submit a bid for the purchase of the Notes and Bonds from the Issuer. The fees of the Financial
Advisor are contingent upon the issuance of the Notes and Bonds. .
,
UNDERWRITING
The Notes were purchased at public sale on April 19, 2010, by (the “Notes Successful
Bidder”) at a price equal to , plus accrued interest to the date of closing.
The Bonds were purchased at public sale on April 19, 2010, by (the “Bonds Successful
Bidder”) at a price equal to , plus accrued interest to the date of closing.
The ,Notes Successful Bidder and the Bonds Successful Bidder are collectively referred to herein as (the
“Successful Bidders”)
ABSENCE OF MATERIAL LITIGATION
The Transcript of Proceedings will contain a certificate of non-litigation dated as of the closing date and
executed by the City to the effect that there is no controversy, suit,
or proceeding of any kind pending or, to the
knowledge of the City, threatened wherein
or whereby any question is raised, or may be raised, questioning,
disputing, or affecting in any way the legal organization of the City or its boundaries or the legality of any official
act shown to have been done regarding the issuance of the Notes and Bonds
or the constitutionality or validity of the
obligation represented by the Bonds or the means provided for the payment of the Notes and Bonds.
CONTINUING DISCLOSURE
The Securities and Exchange Commission (the “SEC”) has promulgated amendments to Rule 15~2-12 (the
“Ruleyy), requiring continuous secondary market disclosure. In the Note Ordinance and Bond Resolution, the City
has covenanted to provide annually certain financial information and operating data and other information necessary
31
to comply with the Rule, and to transmit the same or cause the same to be transmitted to certain repositories and the
Municipal Securities Rulemaking Board, as applicable. This covenant is for the benefit of and is enforceable by the
owners of the Notes and Bonds. See APPENDIX B for Mer details concerning continuing disclosure
requirements. The City is in compliance with all previous undertakings under the Rule.
CERTIFICATION OF THIS OFFICIAL STATEMENT
The preparation and distribution of this Official Statement has been authorized by the City. This Official
Statement is hereby duly approved by the governing body
of the City as of the date on the cover page hereof.
Dated March 22,2010
CITY OF SALINA, KANSAS
By Is/
Finance Director
ATTEST:
Is1
City Clerk
32
APPENDIX A
Financial Statements
Since 1992, the City’s comprehensive annual financial reports have received the Certificate of
Achievement for Excellence in Financial Reporting award by the Government Finance Officers Association. The
Certificate of Achievement was developed to encourage governmental units to prepare and publish an easily
readable and understandable financial report covering all funds and financial transactions of the government during
the fiscal year.
The following is a portion of the report
on examination of the City of Salina, Kansas for the fiscal year
ended December 3 1 , 2008, prepared by the firm of Lowenthal Singleton Webb & Wilson, Professional Association,
Certified Public Accountants, Lawrence,
Kansas.
The City’s 2009 audited financial statements were not completed as of the date of this Official Statement.
According to City officials, preliminary unaudited financial statements indicate a decrease in the City’s General
Fund unencumbered cash balance of approximately $400,000 during 2009. The decrease is primarily a result of
certain revenues originally budgeted to be received in 2009 but not actually collected until early 2010. Additionally,
certain capital project expenditures originally budgeted for 20 10 were accelerated into 2009.
LOWENTHAL, WEBB & ODERMANN, P.A.
900 Massachusetts, Suite 301
Lawrence, Kansas 66044-2868
Phone: (785) 749-5050
Website: www.lswwcpa.com
Fax: (785) 749-5061
David A. Lowenthat, CPA
Patricra L Webb, CPA
Audw M. Odennarm, CPA
ALnam M. Chrislip, CPA
Camline H. Eddinger, CPA
Grant A Huddm, CPA
Bnan W. Nyp, CPA
Members of American lnstrtute
and Kansas Society of
Certified Public Accolmtlnts
INDEPENDENT AU D IT0 R’S REPORT
ON THE
BASIC FINANCIAL STATEMENTS
Mayor and City Commissioners
City of Salina, Kansas
We have audited the accompanying financial statements of the governmental activities, the business-type activities,
the aggregate discretely presented component units, each major fund, and the aggregate remaining fund
information of the City of Salina, Kansas, as of and for the year ended December 31, 2008, which collectively
comprise the City’s basic financial statements as listed in the table of contents. These basic financial statements are
the responsibility of the City‘s management. Our. responsibility is to express opinions on these basic financial
statements based on our audit. We did not audit the financial statements of the Salina Airport Authority which
statements reflect total assets of $46,315,776 as of December 31, 2008 and total revenues of $5,244,442 for the
year then ended, and the Housing Authority of the City of Salina which statements reflect total assets of $7,979,789
as of June 30, 2008 and total revenues of $2,359,284 for the year then ended, which are discretely presented
component units in the accompanying financial statements. Those financial statements were audited by other
auditors whose reports thereon have been furnished to us, and our opinion, insofar as it relates to the amounts
included for the Salina Airport Authority and the Housing Authority of the City of Salina is based solely on the reports
of the other auditors.
We conducted our audit
in accordance with auditing standards generally accepted in the United States of America
and the “Kansas Municipal Audit Guide.“ Those standards require that we plan and perform the audit to obtain
reasonable assurance about whether the financial statements are free of material misstatement. An audit includes
consideration of internal control over financial reporting as a basis for designing audit procedures that are
appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s
internal control over financial reporting. Accordingly, we express no such opinion. An audit includes examining, on
a test basis, evidence supporting the amounts and disclosures in the basic financial statements.
An audit also
includes assessing the accounting principles used and signiffcant estimates made by management, as well as
evaluating the overall basic financial statement presentation. We believe that our audit provides a reasonable basis
for our opinion.
In our opinion, based on our audit and the report of other auditors, the financial statements referred to above present
fairly, in all material respects, the respective financial position of the governmental activities, the business-type
activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund
information of the City of Salina, Kansas, at December 31, 2008, and the respective changes in financial position
and cash flows, where applicable, thereof for the year then ended in conformity
with accounting principles generally
accepted in the United States of America.
The management‘s discussion and analysis on pages 3 through 13 and the major fund budgetary comparisons on
pages 49 through 57 are not a required part of the basic financial statements but are supplementary information
required by accounting principles generally accepted in the United States of America. We have applied certain
limited procedures, which consisted principally
of inquiries of management regarding the methods of measurement
11
and presentation of the required supplementary information. However, we did not audit the information and express
no opinion on it.
In accordance with "Government Auditing Standards," we have also issued our report dated December 8, 2009, on
our consideration of City's internal control over financial reporting and our tests of its compliance with certain
provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is to
desuibe the scope of our testing of internal control over financial reporting and compliance and the results of that
testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is
an integral part of an audit performed in accordance with "Government Auditing Standards" and should be
considered in assessing the results of our audit.
Our audit was made for the purpose of forming opinions on the financial statements that collectively comprise the
Crty's basic financial statements. The introductory section, combining and individual nonmajor fund financial
Statements and schedules, and statistical tables as listed in the table of contents are presented for purposes of
additional analysis and are not a required part of the basic financial statements. The accompanying schedule of
expenditures of federal awards and the combining and individual nonmajor fund financial Statements and schedules
have been subjected to the auditing procedures applied in our audit of the basic financial statements and, in our
opinion, is fairly stated, in all material respects, in relation to the basic financial Statements taken as a whole. We did
not audit the data included in the introductory and statistical sections of this report and therefore, we express no
opinion thereon.
&& /
December 8,2009
17
Management Discussion and Analysis
This section of the report contains an overview and analysis of the City of Salina’s financial statements for the fiscal
year ended December 31, 2008. The information contained here, as well as the information contained in the letter of
transmittal, are intended
to provide the reader of the financial statements with a well rounded picture of the City’s
financial condition.
Financial
Highlights
+ Net Assets increased by $1,270,000. This amount is entirely attributable to Business type activities of the City.
Assets related to Governmental Activities declined by about $71,000. + On the whole, fund balances related to operations declined modestly. The General Fund Balance declined by
about $1.3 million (17%). + Investment revenues dropped precipitously by $791,000. This is a reduction of 42%. + Revenues increased in 2008, but expenditures increased more, particularly in the Governmental Funds + A new comprehensive pay plan was adopted in mid-2007. The initial impact of that change continued into 2008. + The City experienced a major ice storm in December 2007. Disaster recovery costs continued well into 2008. + The City engaged in a tax increment district financing at the close of 2008.
The Basic Financial Statements
The basic financial statements of the City include the government-wide financial statements and the fund financial
statements. The notes to the financial statements follow the basic financial statements, and are essential for the
reader’s understanding of the financial statements. Other supplementary information, including the combining
schedules for non-major funds and the budgetary comparison reports, are at the end of this report to provide
additional information for the reader.
Government-wide Financial Sfafements
The government-wide financial statements present the resutts of the City’s operations using the accrual basis of
accounting, the same basis as
is used by private sector businesses. These statements focus on the long-term
financial picture of the City as a whole
The Statement
of Net Assets reports all of the City’s assets and liabilities. Net assets, the difference between assets
and liabilities, are an important measure
of the City’s overall financial health. Net assets represent the total
accumulated and unused resources available to the City for the purpose of providiqg services. Over time, the
increases and decreases in net assets can be monitored to determine if the City’s financial position is improving or
deteriorating.
The Statement of Activities shows how the net assets have changed during the fiscal year. One unique feature of
this statement is how it shows the revenues and expenses related to specific programs and how much of those
programs were supported by the general taxes of the City. Since this statement is prepared on the accrual basis of
accounting, all revenues and expenses are included, regardless of when cash is actually received. Both statements
show the operations of the City broken down between governmental and business type activities. Governmental
activities are the operations of the City generally supported by taxes, such as Public Safety (Police, fire, and EMS),
Public Works, Public Health, and Culture 8 Recreation. Business-type Activities are operations of the City that are
intended to recover a significant portion of their costs through user fees and charges. These include Water and
Sewer, Refuse collection, the Golf Course, and operation of the City Solid Waste Facility.
The government-wide financial statements include the Salina Airport Authority and Salina Housing Authority as
discretely presented component units of the Cdy. Note
1, item A in the Notes to the Financial Statements provides a
more complete explanation of the relationship between these entities and the City of Salina.
Fund Financial Statements
The City uses three types of funds to manage its resources: governmental funds, proprietary funds, and fiduciary
funds. A fund is a fiscal entity with a set of self-balancing accounts recording financial resources together with all
related liabilities and residual equities and balances, and the changes therein. These accounting entities are
13
separated for the purpose of carrying on specific activities or attaining certain objectives in accordance with
regulations, restrictions, or limitations.
Governmental fund financial statements are prepared on a modified accrual basis. Under this basis, revenues are
recognized when they become measurable and available, and expenditures are recognized when the related fund
liability is incurred with the exception of long term debt and similar items which are recorded when due. The focus is
on the short-term financial picture of the operations of the individual fund, rather than long-term citywide view
provided by the govemment-wide statements. Major Governmental Funds are presented in individual columns, while
Non-major Governmental Funds are aggregated into an “Other Governmental Funds” column. A combining
statement for the Non-major funds is presented as supplementary information in the back of the report. The
information presented in these statements can be compared
to the governmental activities information in the
govemment-wide statements. The reconciliation at the end of the fund financial statements details the relationship
between the two types of financial statements.
Proprietary funds fall into two categories: enterprise funds and internal service funds. All proprietary funds are
prepared on the accrual basis of accounting, and are used
to account for business-type activities. Enterprise fund
statements present the same information that is in the government-wide statements for business-type activities, but
in greater detail. The City of Salina currently operates four enterprise funds: Sanitation Collection, Solid Waste
Disposal, Golf Course, and Water and Sewer. Internal Service funds are used to account for the cost of operations
shared by various departments of the City. The city operates five internal service funds. Three of these are for self-
insurance activity: Risk Management, Workers Compensation Reserve, and Health Insurance. The remaining
two
account for our Information Services activity and for the Central Garage operation. A combining statement for these
internal service funds can be found in the supplementary information following the notes to the financial statements.
Fiduciary funds are used by the City to account for resources held by the City for a third party. Agency funds are a
special class of Fiduciary Fund in which liabilities always equal assets, and thus there are no net assets. The City of
Salina operates nine Agency funds. Schedules for these funds may be viewed in the supplementary section of this
report.
Permanent Funds are used to report resources that are legally restricted
to the extent that only earnings, not
principal, may be used. Permanent funds operated by the City include the Citizenship Trust, Cemetery and
Mausoleum Endowments, and the Tri-centennial Commission fund.
Notes
to the financial Statements
The notes to the financial statements are an integral part of the basic financial statements since they contain valuable
additional information necessary for gaining a complete understanding of the City’s financial statements.
Other lnfoma tion
In addition to the basic financial statements and the notes described above, this report also presents the general fund
and major special revenue fund’s budgetary statements as required supplementary information directly following the
notes to the basic financial statements. The combining statements for the non-major funds are shown after the
required supplementary information. Finally, the statistical section includes selected statistical data about the City’s
operations and economy.
The City as a Whole
This section will identify, discuss, and analyze significant differences and trends that will enhance the reader’s
understanding of the City’s financial position.
Tax Base and Economy
The City of Salina relies on three major groups of revenues to support it’s operations. Each of these revenue
streams has a different revenue base. In declining order of magnitude, they are charges for service, sales taxes, and
property taxes. Sales taxes and property taxes apply primarily to Governmental Activities, while charges for services
apply to both Governmental (35%) and Business-type (65%) activities.
Charqes for Services account for about 45% ($30,447,000) of the City’s revenue stream. Charges for Service
depend on both the rate that
is set for the activity, as well as the volume of services provided. The following table
14
illustrates service volume and rate adjustments for some of the more significant services for the year ending
December 31,2008.
De scrip ti0 n
Monthly Ave Water Accounts Billed
Water Mete red (In Billion Gallons)
s an it at ion c us to m e rs
Golf Rounds (18 Hole)
Golf Rounds (Par 3)
Golf Annual Mem berships
Solid Waste Tonnage
2007
Vo lum e
1 9,9
08
1 5,2 67
33,518
5,O 83
287
100,626
1.94
2008
Vo lum e
19,971
1.85
15,397
27.301
3.962
99,818
299
Rate Comments
Water Rates Increased 5.0%
Wastewater In creased by 5 .O%
Sanitation rates increased bt 4.0%
The rate structure and options were
significantly modified
$1 (3.5%)per ton increase
The number of Water accounts billed grew by about .l%, while the volume of water sold declined by 4%. The
number of sanitation customers increased by about .2%. Golf activity shows a decrease (12.3%) in 18 hole rounds,
as well as a decrease in annual patronage. Solid Waste tonnage showed a slight decrease.
Sales taxes are the next largest component of the revenue mix, providing 22% ($14,575,000) of the total revenues.
The City receives a .75% City-wide sales tax, and also a portion of the County-wide 1% sales tax. One-third
(25%)
of the City-wide sales tax is required to be used for special purposes. The remaining .5% along with the City portion
of the Countywide tax is available for general purposes. Total revenue from the sales tax in 2008 was $ 14,575,000,
up from $13,955,000 in 2007. This represents an increase of 4.4% in tax proceeds distributed to the City.
A number of factors affect the sales tax. First are the regional and local economic conditions and relationships.
These are reflected in the proceeds of the City-wide tax, which grew by about 4.3%.
However, the City was favorably affected by the formula used to distribute the County-wide sales tax among
participating jurisdictions (only Cities and the County participate, School and other special districts do not). The
formula
is based, in part, on the property tax efforts of each jurisdiction. Because the portion of the overlapping levy
attributable to the City of Salina was increased for 2007, the City's allocated portion of the County-wide sales tax was
increased from 61.9Oh in 2007 to 62.3% in 2008. As a result, the City share of the County-wide tax grew by 4.7%.
On November 4,2008, Salina voters approved an increase of the special purpose 25% tax to a .40% tax. The
extended tax is to sunset March 31, 201 8. The tax was also modestly re-purposed, for Capital and Economic
Development purposes only.
ProDertv Taxes are the third major component of the revenue mix, accounting for 16% ($10,467,000) of total
revenues. Property taxes consist of two components: Real estate and personal property taxes which are
determined by the mill levy set by the city and the assessed value of the property; and motor vehicle taxes, which are
established by a countywide average tax rate, and the assessed value of the vehicle.
Real estate and personal property assessed value grew by 6.5%. The total City mill levy was increased slightly, by
.7%, while the overlapping levy was nearly stable Tax delinquency decreased from 3.7% to 3.5%.
Motor Vehicle value increased by 1.6%. Motor vehicle taxes are distributed based on a formula using prior year's tax
effort (similar to the Countywide Sales Tax Distribution).
The following table summarizes the comparative property assessed values and tax levy rates:
Fiscal (Budget) Year 2007 2 008
Real Estate and Personal Property Assessed Valuation
City Mill Levy
(8 per $1.000)
377,9 17,187 392,7 28,487
Operating (General Fund, Employee Benefits, Flood and Drainage
Fund) 19.835 19.571
Debt Service Millage 3.954 3.912
Total City Levy Rate 23.789 23.959
Total Overlapping Levy 117.722 117.159
Percent of Current Taxes Collected 96.3% 96.5%
Ratio of Total Taxes (including delinquent tax collections) to Taxes Levied 98.4% 99.3%
Motor Vehicle Valuation 50,548,706 51,3 51,656
Change
14,811,300
(0.264)
(0.04 2)
0 170
(0.56 3)
0.002
0.009
802.95 0
The unemployment rate in Saline County decreased slightly from 3.3% in 2007 to 3.9% in 2008, reflecting general
economic conditions. This is below the statewide and national unemployment rate. The total labor force decreased
to 29,222, a change of 5%.
In 2008, the top ten property taxpayers accounted for 1 1.79% of total assessed value. This is slightly less
concentrated than ten years ago (at 12.2%)
Statement of Net Assets
Net assets may, over time, provide an indicator of a government's financial position. In the case of the City of Salina,
assets exceeded liabilities by $186,282,000 at December 31, 2008. This represents an increase in net assets of
$1,290,000 over 2007. A comparative condensed Statement of Net Assets at December 31,2006 and 2007:
Cash and Investments
Othercurrent Assets
Noncurrent (Capital) Assets
Total Assets
Current Liabilties
Noncurrent Liabilities
Total Liabilities
Net
Assets:
Invested in capital assets, net of
related debt
Restiicted for Pwrnanent Funds
Resticted for Debt Service
Unrestricted
Total Net Assets
Percent of Total Assets
Cash and Investments as a
peroentage of current liablities
Cornparabe Condensed Statement of Net Assets. 2007 and 2008
(In $CKlO)
Governmental Acbvities Business Type Adivities Total Primary &emment
%of %of 2006-2007
2007 2008 2007 2008 2007 Total 2008 Total Change
$ 20,370 $ 16,500 $ 12.357 $ 12,266 $ 32,727 13% $ 28,766 11% $ (3.961)
$ 12,526 $ 13.467 '$ 2,352 $ 3,280 $ 14,879 6% $ 16,750 7%
$ 1.871
$ 142,265 $ 148,836 8 59,821 $ 58,170 5 202,086 81% $ 207,005 82% $ 4,919
$ 175,161 $ 178.804 $ 74,530 $ 73,716 $ 249,691 lUl% $ 252.520
XXl% $ 2,829
$ 20,921 $ 20,868 $ 3,274 3 2,731 $ 24.195 37% $ 23,598 36% $ (597)
$ 26.245 9 30.013 $ 14.259 $ 12.646 $ 40.505 63% 9 42.860 65% 5 2.355
$ 47,167 $ 50,681 $ 17,533 $ 15,377 $ 64.699 No $ 66,258 1000/o 8 1,559
8 115.029 3 118,986 $ 45,435 $ 45,931 3 160,W 87% $ 164.897 89% 3 4,433
$ 399 $ 419 $ 399 0% 8 419 O?! $ 20
$ 1,210 $ 793 $ 1.151 $ 1.211 $ 2,362 1% $ 2.004 1% $ (358)
$ 11.356 $ 7,745 $ 10,412 $ 11.199 $ 21.768 12% $ 18,942 10% $ (2,626)
$ 127,994 $ 127,923 $ 56.998 8 58,339 $ 184.992 $ 186,282 $ 1.290
69% 69% 31% 31 % 100% 100%
97% 79% 377% 449%
135% 122%
The largest segment of the City's net assets (89%) reflects its investment in capital assets (land, buildings, streets
and drainage facilities, utility plant, vehicles, equipment, etc.), less any debt used
to acquire those assets that is still
outstanding.
These assets are used to provide services to citizens. As a result, resources required to retire related
debt can not come from liquidation
of the asset. Such resources generally must be provided from other sources,
such as future taxes or user charges.
16
A small portion of net assets (1%) is restricted for debt service. The remainder of net assets (10%) may be used to
meet the City's obligations to citizens and creditors.
In 2008, the amount invested in capital assets net
of related debt increased by $4,523,000. Unrestricted net assets
decreased by $2,826,000. This reflects a decline in cash and investments of $3,961,000.
Total liabilities increased, with all of the increase attributable to non-current liabilities. Long term liabilities increased,
reflecting primarily an increase in bonds payable. Total assets increased. This increase was primarily attributable to
increases in capital assets.
During the year ended December 31,2008, there were several significant events that changed the balance of net
assets.
Governmental Activities. 2008 saw a decrease in cash and investments in Governmental funds. This is due largely
to increases in expenditures for both capital and operating requirements. Significant contributors to this trend are
the impacts of the pay plan and an aggressive street maintenance program.
Business-type Activities: Business Type activities were engaged largely in maintenance type activities. Scheduled
debt paydowns resulted in a slight increase in net capital assets.
Statement of Activities
A condensed statement of activities is shown below.
Condensed Compantii Statement of ActMties, 2007 and 2008
(In $000's)
Govemmengl Adivities
2 007 2008
Program
Revenues:
Charges for Sewices $ 10,490 $ 10.703
Operating Grantsand Contributions $ 3.381 $ 3,752
Capital Grants and Contnbutions $ -
Property Taxes $ 9.978 $ 10.467
Sales Taxes $ 13,955 $ 14.575
OtherTaxes $ 5.445 $ 5,747
Investment Revenue
8 1,255 8 805
Other Miscellaneous $ 890 $ 812
General Revenues.
Total Revenues.
Expenses:
General Government
Public Safety
Public Works
PuMi Health and Sanltation
Culture and Recreation
Planning and Development
Sold Waste Disposal
Waterand Sewer
Sanibtion
Golf Course
Interest on Long Term Debt
45,394
6,732
16,877
9,258
1.281
5.658
2.814
-
1.295
46,861
6,79 1
18,440
9.706
1.31 0
5.582
3.480
-
1.454
Total Expenses $ 43,915 8 46.763
Increase in net assets bebre transfers 8 1,479 $ 98
Transfersandotherextraordinaryltems $ 672 $ 60
Increase in Net Assets $ 2,150 8 (46)
Net Assets. January 1 $ 126,594 $ 127.994
Pnor Period Adjustment
. $ (750) $ (26)
Net Assels, January 1, restated $ 125,845 $ 127.968
Net Assets December 3 1 $ 127.994 $ 127,922
Bus~ness-Type ActMties
2 007 2008
$ 19.678 $ 19.744
$ 641 $ 300
$ 201 $ 118
$ 20.520 $ 20.162
-
2.088
12.227
2.038
884
17,237
3.283
(672
I
2,612
53.933
453
54.386
56,998
2,008
13.284
2.194
884
18.370
1,792
(6 0)
59.998
58.587
58,339
1,752
(41 1)
10[57
$' 30.168
L 3,381
$-
s 9,978
$ 13.955
$ 5,445 s 1,896
$ 1,091
$ 65.914
$ 6,732
8 16.877
$ 9258
$ 1281
$ 5,658
$ 2.814
$ 2,088
8 12227
S 2.038
$ 884
0 1.2295
$ 61.152
8 4.762
s-
8 4.762
8 180,527
$ 180231
$ 184,992
$ (297)
Total
himary Government
56 2008 YO 2007-2008
change
46% .$ 30.447 45% $ 279
5% $
3,752 6% $ 371
0% $
- 0% $ -
15% $ 10,467
21% $ 14.575
8% $ 5.747
3% $ 1.105
2% $ 930
100% $ 67.023
11% $ 6.791
28% $ 18,440
15% $ 9.706
2% $ 1,310
9% $ 5,582
5% $ 3.480
3% $ 2,008
20% $ 13,284
3%
0 2,194
1% 0 804
2% $ 1,454
100% $ 65,133
$ 1.890
s-
, 8 1,706
$ 187,992
$ 186,555
8 186.261
-
$-
$ (437)
16% $ 489
22% $ 620
9% $ 302
2% $ (791)
1% $ (161)
- 100% $ 1,109
10% $ 59
28% $ 1,563
15% s . 448
2% 8 29
9% 8 (76)
5% $ 666
3% $ (80)
3% 8 156
1% $ -
2% $ 159
100% $ 3,981
20% $ 1.057
B (2.872)
0-
$ (3,056) s 7,465
S (140)
S 6,324
.$ 1.269
Governmental Activities. Total expenses for Governmental Activities for the year ending December 31, 2008 were
$46,861,000 compared to $45,394,000 in 2007. Governmental activities represent
70% of the City's total
expenses. The largest element of Governmental Activity expense was Public Safety, at 28% of the City total,
followed by Public
Works at 15% of the total.
17
Charges for service attributable to Governmental Activities totaled $10,703,000 and operating grants for those
purposes were $3,752,000. The balance of $32,406,000 was funded by general revenues. Sales taxes accounted
for $14,575,000
of the general revenues, with property taxes providing $10,467,000. Net assets decreased by
$46,000 as a result of Governmental Activities.
Business TvDe Activities. Total expenses for Business-type Activities for the year were $18,370,000, or 30% of the
City’s total expense. The majority of this expense ($13,284,000) is attributable to Water and Sewer operations, with
the other activities (Solid Waste Disposal, Sanitation, and Golf Course) costing a combined total of $5,086,000.
These activities are primarily supported by user charges, with only $41 8,000 coming from general revenues,
representing largely the interest earned on fund balances held by the City. Net assets increased by $1,752,000 as a
result of Business-type Activity operations.
Fund Financial Analysis
Governmental Funds
Fund Balances:
The table below shows the Governmental Fund balances for major funds for the years ended December 31,2007
and December 31,2008.
Fund
G ener al
Employee Benefits
Flood and Drainage
Tourism and Convention
Special Gas
B icentennia I Center
Debt Service
Capital Projects
Other Governmental Funds
Total
20 07
7,3 30,631
845,846
5 48,952
2 78,921
1,785,911
2 26,930
1,210,457
(3,607,071)
4,4 51,923
13
,O 72,500
2008
$ 6,029,523
$ . 789,647
$ 507,183
$ 274,668
$ 1,793,378
$ 135,931
$ 792,744
$ (3,666,332)
$ 5,166,176
$ 11,822,918
Change
(1,301 , 108)
(56,199)
(41,769)
(4,253)
7,467
(90,999)
(41 7,713)
(59,261 )
714,253
(1,249,582)
Total Governmental Fund balances decreased by $1,249,582. The reasons for these changes are varied. The most
significant change is
in the General Fund. This is due to multiple issue, including pay plan impacts, disaster recovery
impacts, and anemic revenue growth.
18
Revenues and Expenditures:
The following table shows a comparison of revenues and expenditures (including other sources and uses) for major
funds for the years ending December 31,2007 and 2008.
Fund 2007
Revenues (Including Other Financing Sources)
Genera I $ 25,597,Ol 1
Employee Benefits $ 5,902,024
Flood and Drainage Improvement 3 207,235
Tourism and Convention
3 1,000,624
Special Gas
3 1,653,747
Bicentennial Center 3 1,703.115
Debt Service $ 3,932,905
Capital Projects $ 7,632,226
Other Govemrn ental Funds' 3 4.520.206
200 8
$ 27,730,274
3 6,033,103
3 209,926
3 1,062,276
$ 1,667,515
$ 1,570,828
$ 3,483,312
3 4,243,108
3 8.405.750
Change
2 ,133,263
131,079
2,691
61,652
13,768
(1 32,28?)
(449,593 )
(3,3 89.11 8)
3.885.544
Total Revenues
3 52,149,093
Less Other Sources 3 8,984,951
Revenues, net of other sources 3 43,164.142
Expenditures (Including Other Financing Uses)
Ge nera I 3 26,491.109
Employee Benefits
3 5,774,011
Flood a nd D raina ge Im p rovemen t 44,40 8
Tourism and Convention $- 954,077
Special Gas $ 993,593
Bicentennial Center $ 1,586,717
Debt Service $ 3,457,680
Capital Projects $ 6,898.471
Other G overnrn ental Fu rids. $ 3,567,333
Total Expenditures $ 49,767,399
Less Other Uses 3 2,054,924
Expenditures, net
of other uses 3 47,712,475
$
3 54,406,092
$ 10,147,955
3 44,258,137
$ 29,031,382
$ 6,089,312
3 251,695
$ 1,066,529
3 1,660,048
$ 1,661,827
$ 3,901,025
3 4,302,369
3 7,691,497
$ 55,655.684
3 2,763,222
(b 52,892,462
$
$
3
2.2 56,999
1,163,004
1,093,995
3 2,540,273
$ 3 15.301
3 207,287
$ 112,452
$ 666,455
$ 75,110
$ 4 43.345
$ (2,596.102)
$ 4,724,164
$ 5,888.285
708,298
3
3 5,179,987
Total revenues and other sources increased by $2,256,999 from 2007 to 2008. The largest component of this
change was in Other Governmental fund, resulting from the impacts of accounting for the settlement of the Tax
Increment financing project.. Other changes include an increased General supplement for the Bi-Centennial Center,
changes in temporary note activity, and reimbursements received from FEMA. A noticeable decline was also
apparent in the capital projects funds, and is due to changes in financing activities for those
Expenditure changes reflect transfers from the General Fund to the Bi-Centennial Center Fund as well as the Special
Sales Tax Transfer (included in "Other Funds"). Implementation of the new pay plan at mid-year in 2007 had
significant effects on the General and Employee Benefits fund expenditures for 2008. Special Gas Tax fund
expenditures reflect an aggressive street maintenance program.
19
Proprietary Funds
The City of Salina operates four Enterprise Funds as well as five Internal Service Funds.
A summarized comparative Statement of Net Assets follows for each Enterprise Fund:
Summary Statement of Net Assets
C ur rent As se ts
Capital Assets
Total Assets
Current Liabilities
Noncurrent Liabilities
Total Liabilities
Assets Invested in Capital. net
of related debt
Restricted Net Assets
Unrestricted Net Assets
Total Net Assets
Current Assets as a percentage
of current liabilities
C ur re nt As se ts
CapitaIAssets
Total Assets
C u r ren t Liabilities
N on
cu rren t Liab ilitie s
Total Liabilities
, Assets Invested in Capital, net
of related debt
Restricted Net Assets
Unrestricted Net Assets
Total Net Assets
Current Assets as a percentage
of curre nt liabilities
(in $000'~)
Solid Waste Disposal
20 07
3,486 f
3,439 $
6,925 S
628 $
2,957 $
3,585 8
1,823 5
1,517 16
3,340 16
55 5%
20 08 Change
3,369 $ (117:
3,225 $ (214:
6,595 $ (330:
506 $ (122:
2.485 $ (472:
2,991 $ (594:
1,982 f 159
d
1,621 $ 104
3,603 $ 263
666%
Sanitation
20 07
865 f
471 $
1,336 A$
158 16
71 $
229 $
471 $
636 $
1,106 $
20 08 Change
647 $ (218)
613 f 142
1,260 $ (76 1
64 16 (94 1
115 $ 44
179 $ (50 1
613 $ 142
488 $ (148)
1.081 0 (25 1
54 7% 101 1%
Water and Sewer
200 7
8 10,307 $
$ 55.459 $
$ 65,766 $
8 2.442 f
$ 11.184 $
$ 13.626
$ 42,690 $
$ 1,151 $
f 8,300 $
$ 52.141 $
422 %
2008 Change
11,435 $ 1,128
53,905 $ (1,554
65,340 $ (426
2,116 $ (326
$ (13,626
9,973 $ (1,211
219
60
831
53,251
S 1,110
42,909 $
1,211 16
9,131 $
540%
Golf Course
$ 51 f 95 0 44
$ 503 $ 522 $ 19
200 7 2008 Change
$ 452 $ 427 $ (2 5
B 45 $ 45
$ 47 $ 74
$ 92 $ 118
6 452 $ 427
(2 3
410 (41) $ ' 404
6
6
B
6 27
t 26
113% 211%
The Golf Course Fund shows declines in total net assets, due primarily to a reduction in current assets, however,
capital assets also decline. Unrestricted net assets in this fund reflect a $23,000 deficit balance, which is an
improvement over the prior year. The other enterprise funds all show modest improvement in net assets.
Revenues, Expenses, and Changes in Net Assets
The Solid Waste and Water and Wastewater Funds, showed healthy results from operations, with net assets
increasing
in both of those funds.
Revenues were down, while operating expenses continued to grow. Operating losses for the course was $104,000,
compared to a $132,000 loss in 2007. The Sanitation Fund is stable.
The Golf Course, however, experienced significant losses on the year. Operating
20
Summary of Revenues, Expenses and Changes in Net Assets
Operating Revenues
Operating Expenses
0 pera tin g Income
Non-ope rating revenues (expenses)
Income (Loss) before Transfers
Transfers in (out)
Capital Contributions
Change in Net Assets
Net Assets, January 1
Restatement
Net Assets, January 1, restated
Net Assets, December 31
Operating Revenues
Operating Expenses
Operating Income
Non-operating revenues (expenses
Income (Loss) before Transfers
Transfers in (out)
Change in Net Assets
Net Assets, January 1
Restatement
Net Assets, January 1, restated
Net Asset, December 31
Budgetary Highlights
(In $000'~)
Solid Waste Disposal
2007 200 8 Change
$ 2,819 $ 2,760 $ (59:
$ 2,033 $ 1,972 $ (61:
$ 786 $ 788 $ 2
(85; $ 911 $ 826 $
$ (692) $ (180) $ 512
$ 219 $ 646 $ 427
$ 3,170 $ 3,340 $ 170
$ (48) $
(383) $ (3351
$ 3,121 $
2,957 $ (164)
$ 3,340 $ 3,603 $ 263
Sanitation
200 7 2008 Change
2,112 $ 2,172 $
1,999 $ 2,209 $
114 8 (37) $
(3) $ 31 $
110 $ (6) $
$
110 $ (6) $
996 $ 1,106 $
s (20 $
996 $ 1,086 $
1,106 $ 1,081 $
Water and Sewer
2 007 2008 Change
$ 14,198 $ 14,151 $ (47 3 11,546 $ 12,754 $ 1,208
$ 2,652 $ 1,397 $ (1,255
$ 2,394 $ 1,096 $ (1,298
3 (30) $ 38 $ 68
$ 2,364 $ 1,134 $ (1,230
$ 49,275 $ 52,141 $ 2,866
$ 501 $ (23) $ (524
$ 49,777 $ 52,117 $ 2,340
$ 52,141 $ 53,251 $ 1,110
GoHCourse
2 007 2008 Change
749 $ 779 $
883 $ 884 $
(133) $ (105) $
2$ I$
(132) $ (104) $
50s 82 $
(82) $ (21) $
492 $ 410 $
$ 15 $
492 $ 425 $
410 $ 404 $
The objective of budgetary controls is to ensure compliance with legal provisions embodied in the annual
appropriated budget approved by the City Commission. The legal level of budgetary control is maintained at the
Fund level, in accordance with State Statutes. Management control is maintained at the departmental level. Within
the departments, considerable discretion
is permitted. The City uses an encumbrance accounting system, in which
estimated purchase orders are recorded prior to the release of purchase orders to vendors. Open purchase orders
are reported
.as reservations of budgetary basis fund balances at December 31, 2008. Formal budgetary
amendments are limited
to those circumstances in which the need is perceived to alter the total fund budget. Re-
allocation among departments or line items are not typically recorded as budgetary amendments.
However,
in addition to formal amendments, departments within the City are allowed to transfer budget between line
items within a department. Budgets may also
be transferred from department to department within each fund. As a
21
result of these transfers, the original budget and the final budgets may not be the same for departments within a
fund.
The General Fund budget was formally amended during the year
to accommodate a change in contingencies.
The City experienced a number of significant variances from budgeted items
in the General Fund, however, the total
fund was well with budget.
Most revenue classes fell short of budget. This was offset by increased an increased
level of transfers from other funds,
in particular the Special Sales Tax fund
Several expenditure items were also significantly over or under budget. Several Departments exceeded budgeted
expenditures, most notably the Public Safety Departments, which exceeded budgeted levels by an aggregate of
$422,000. The budget variations are due to two factors. First, the pay plan had much more significant effects on
pay levels in Public Safety. Second, the revised pay schedules placed the City in a more competitive position with
respect to the market, and as a result vacancy levels were much lower than anticipated.
Capital Assets and Debt Administration
Capital Assets
The total amount invested in Capital Assets for the City at December 31,2008 was $202,708,000 net of accumulated
depreciation.
The following table illustrates the Capital Asset balance by various classes of assets at December 31, 2008:
Capital Asset Balances Net of Depreciation, 12/31/2007 and 12/31/2008
(In 000's)
Equipment, Furniture and Fixtures
Vehicles
Buildings and Improvements
Land
lnfras tructure
Construction in Progress
Total
Net of Aca mulated Depreciation
Governmental Activity
200 7 2008
$ 1,142 $ 1,397
$ 2,082 $ 1,614
$ 13,255 $ 12,630
$ 22,689 $ 22,477
$ 80,413 $ 77,889
$ 22,686 $ 32,531
$ 142,267 $148,538
Business -typ e Activity
20 07 20 08
$ 1,554 $ 2,065
$ 1,085 $ 973
$ 13,647 $ 13,218
$ 1,542 $ 1,541
$ 41,953 $40,173
$ 40 $ 200
$ 59,821 $58,170
Total
$ 2,696 $
$ 3,167 $
$ 26,902 $
$ 24,231 $
$ 122,366 $
$ 22,726 $
$ 202,088 $
20 07
Changes to capital assets may be summarized as follows:
Additions
Retirements
Adjustrn ents
Net Additions
Governrn ental Business-Type
Acbvity Activrty Total
$ 258 $ 441 $ 6 99
$ 580 $ 19 8 5 99
3 11,658
3 621 $ 12.279
3 10,820 s 161 $ io.9ai
Depreciation Expense Applied $ 3,973 $ 2,310 $ 6,2 83
2008
3,462
2,587
25,848
24,018
118,062
32,73 1
206,708
Additional information on the City's capital assets can be found in Note 4,D. of the notes to the basic financial
statements.
22
Debt Management
The City's general policy for General Obligation Bonds is to issue them for no more than 10 years for the City at
Large portion, with some exceptions permitted for extraordinary projects. On special assessment bonds, the maturity
may extend to 15 years.
The outstanding General Obligation Bonds at 12/31/2008 totaled $32,649,999. Temporary notes outstanding total
$5,005,000. Total General Debt is thus $37,654,999.
In addition, Business-type activities had $3,030,000 in Revenue Bonds outstanding, as well as $6,428,759 in loans
provided through the Kansas Development Finance Authority. Revenues generated by user fees are pledged to
retire all of the Bonds issued by Business-type activities.
The City engaged in several debt transactions during 2008. One General Obligation Bond issues, Series 2008A was sold in the total principal amount of $3,720,000. A second issue, 2008-8 was issued in the amount of
$3,525,000 for the purposes of financing an economic development project. While this is a General Obligation issue,
property and sales tax increments from the project are pledged to repay the debt, and are anticipated to be sufficient
to do so. Moody's rating service extended a rating of Aa-3 to both issues.
Additional information on the City's debt can
be found in Note 4, E. of the notes to the basic financial statements.
Requests for Information
This financial report is intended to give the reader a general overview of the Ctty's finances. Questions about
information in this report or requests for additional information should be directed to the Director of Finance, Room
206, 300 West Ash Street, Salina, Kansas, 67401.
23
BASIC FINANCIAL STATEMENTS
25
CrrY OF SALINA, KANSAS
STATEMENT OF NET ASSETS
December 31,2008
Pnmary Government Component Unlts
Total Total Total Salina Salma
Governmental Business-type
Pnmary Housing krport
Activities Actrnttes Government Authority Authority
ASSETS
Current assets:
Cash and investments
Receivables (net of allowance for uncollectibles)
Accounts
Taxes
Interest
Notes
tnventory
Restncled cash and investments
Prepaid expenses
Net investment in financing leases
Deferred charges
Total current assets
Noncurrent assets:
Notes recelvable
Capital assets, nondepreciable
Construction in progress
Land
Caprtal assets, depreciable
Less: Accumulated depreciation
Total noncurrent assets
Total assets
Liabilities.
Current Iiabitities:
Accounts payable
Retainage payable
Accrued liabilities
Matured bond principal and interest
ACCN~~ interest payable
Deposits payable
Unearned revenue
Due to other governments
Cunent portion of compensated absences
Current portion of temporary notes payable
Current portion of loam payable
Current portion of revenue bonds payable
Cunent portion of financing leases payable
Current portion of special assessment debt payable
Cunent portion
of general obligation bonds payable
Total current liibilitles
Noncurrent liabilities:
Accrued liabilities
Compensat=d absences
Nel OPEB obligation
Temporary notes payable
Loam payable
Revenue bonds payable
Financing leases payable
Speclal assessment debt payable
Gemral obligabon bonds payable
Landfill pastclosure care liabilities
Total noncurrent liiliis
Total ribiks
Net As-
Invested In capital assets. net of related debt
Restricted for.
Permanent funds:
Expendable
Debt service
Unrestricted
Total net assets
$ 16.500.373
2.031.1 50
10.658.825
159.657
276.130
$ 12,265.626
1.195203
$ 28,765.999
3226,353
10,658,825
159,657
936,076
1,211.221
s 1,348,109
43,646
2293
15.330
363.044
52.874
$ 1,871.999
69.326
1281,413
659.946
1.211.221
5.247
443,123
81,888
3,752.996
214241
15.546237
341,445
29.967.580
555.686
45,513.817 1,825,296
10.895
32.531.277 200.461 32.731,738 346,606 8.821.320
22,477,191 1.541.002 24.018.193 1.481.891 9,675.910
168,684.152 95,611,282 2S4.295.434 6,844.553 44.202.916
74.856.692 39.182,522 114,039214 2.529.452 20.137.366
148.835.928 58,170.223 207.006.151 6.154.493 42.562.780
$ 178,803.508 $ 73.716.460 $252,519.968 $7.979.789 $46,315,776
$ 489.084
12,706
501,050
10.145
297.679
10.354.161
1.331.007
5,005.000
$ 475.864 s 964.948
12.706
501,050
10.145
466,161
102,497
10,354,161
1,607.796
5,005,000
373,962
710.000
$ 21.933
40.254
$ 603.249
114.129
320.591
1.410.104
35,331
24.106
168.482
102.497
276.789
373.962
710.000
73.347
177.495
26.614
2.269
305.284
1,895284
687.608
9,475
20.421
305.284
2,289,417
813.746
6.054.797
2.320.000
e-
29,159.999
1.566.636
42.509.879
$ 66.108.305
394.133
126.138
6.054.797
2320.000
2.156.770
1,566.636
1261 8.474
$ 15.349.367
10.975.000
323,500
207,948
5.770.000 27,003,229
29.896
$ 371,808
29.891 ,a
$ 50.758.938
17.276.448
$ 20,538,958
$ 118.965.998 $ 45.931.395 $ 164.897.393 $6,143,598 $24.471.896
418.585 418,585 280,222
792,744 1.21 1,221 2.003.965
7,867,243 ii,z4,477 19,091,720 1,184,161 1.304.922
$128.044.570 $ 58.367.093 $ 186.411.663 $7,607,981 $25.776.818
The notes to the basic fmancial statements are an integral part of this statement.
27
CITY OF SALINA. KANSAS
STATEWT OF ACTIVITIES
Fa the Year Ended December 31.2008
Net [Expenses] Revenue and
Changes in Net Assets
Program Reveruas Prlmary Government Component Umh
Operating Captal Total Total TOM SallM salina
Chargasfor Granlsand Grantsand Govemmerdal Business-type Pronary Housing Auparl
Authority ktNklaS GOVHlUllent Authaity Expenses SeMCes Contrlbutm ContnMons ActNibes
$ 6.669.320 $ 4.580.529 $ 1.179.162 $ - $ [909.629] $ - $ (809.6291 $ -$
18.439.889 3.586.107 702,313 - [14.151.469] - (14.151.4691
9,705,916 120.280 1,435,739
- (8.149.89n - 18,149,8971
1,310,109 36.817 162.593 - (1.110.6991 - [1.110,699]
3.480.799 239.978 109.100 - p.131.7211 - (3,131.721]
5.582.100 2.139.006 162.593
- [3.280.501] - r3.280.50ii
1.453.793 [1.453.793]
- 11.453.7931 -
46.641.926 10.702.717 3.751.500 - p2.187.7W - [32.187.709] -
Governmental activities:
General government
public safety
Public wks
PUMic health and sanitation
Culture and recreation
PkIUlkQ and developmenl
Interest on tong-term debt
Total governmental acbvi
Business-type activities:
solid Waste Disposal
Water and Sewer
Sarutalm
Goff casse
Total busiitype adnrities
Total
prlmafy govemmerd
Component units:
Satm Hcusirg Author*
-~pat-ity
Total companent units
2.005.070 2.748.519 743.449 743.449
13.247.432 14.072.513 825.081 825.081
2,189,005 2.171.938 (17.057l (17.0671
880.669 751,252 [124.6171 (129.617)
-
18.322.378 19,744222 - 1.421.846 1.421.846 -
S 64.964.302 $30,446,939 $ 3.751.500 $ - [32.187.709] 1.421.846 [30.765.863] -
$ 2,235,215 $ 470.777 $ 1,697,736 $ 137,892 71.190
4.874.650 2.088.458
- 1.650.041 - [1.136.151]
$ 7,109,865 $ 2559,235 S 1.697.736 $ 1.787.933 - 71.190 (1.136.151J
General Revenues:
acperty taxes levled foc
Motor vehde tax
salestax
General purposes
Debt 5BMce
Gedpurpcses
General ppo!3es
setecibe pur~oses
GeneralFlufpcses
OtherLaXaS
Investment revewes
Mscellaneous
Transfers. net
7,817,634
1.528.594
1.119.504
1 1,985.856
2.588.731
5.747.176
604.934
811,810
59.698
299.888
118.142
159,6961
7.817.834
1.528.594
1,119,504
11,935,856
2,508,731
5.747.176
904.822
929,752
52.879
1.256.81 6
185.215
16.321
47,591
subtotd general revemas 32263.935 358.334 32.622.269 52.879 1,505,943
Change in net assets
Net assets - beginnmg
prior mod adptmmt
Net assets - bsgbunrg. restated
Net
assets - endug
76.226 1.780.180 1.856.406 124,069 369,792
127.994.368 56,997.724 180,527.280 7.483-912 25.407.026
128.024] [410.811] 1436.q -
127.968.344 56.586.913 184.555.257 7.483.912 25.407.026
$ 128.04k570 0 58.367.093 $186.411.663 $7,607.981 $25,776,818
The rota to rhe basic fmnual statemants are an integral part d tho statement.
28
ClTy OF SALINA, KANSAS
ASSETS
Cash and investments
Receivables (net)
Accounts
Taxes
Interest
inventory
Due from other funds
Cash with fiscal agent
Total assets
LIABILITIES AND FUND BALANCE
Liabilitii:
Accounts payable
Retainage payable
Deferred revenue
Due to
other funds
Matured principal and interest
Temporary notes payable
Total liabilities
Fund balance:
Reserved for encumbrances
Reserved for debt service
Unreserved, undesignated
General fund
Special revenue funds
Permanent funds
Capital proj& funds
Total fund balances
Total liabilities and fund balance
BALANCE SHEET
GOVERNMENTAL FUNDS
December 31 , 2008
Flood & Tourism
Employee Drainage and
General Benefits lmmovernent Convention
$ 3,926,341 $ 789,647 $ 507,183 $ 1,572
1,643,142 - - 273,096
3,495,907 5,203,488 * - -
159,657 - - -
126,429 - - -
460.667 - -
$ 9,812,143 $ 5,993,135 $ 507.183 $ 274.668
$ 286,713 $ -$
3,495,907 5,203,488
- -
- -
3,782,620 5,203.488 - -
273.594 - - 4,029 - -
5,755.929 - - - - 789,647 503,154 274,668
6,029,523 789,647 507.1 83 274,668
$ 9,812,143 $ 5,993,135 $ 507,183 $ 274,668
30
Other Total
- Gas Center service Proiects Funds Funds
Special Bicentennial Debt Capital Governmental Governmental
$ 1,498,635 $ 96.904 $ 792,744 $ - $ 5,190,678 $ 12,803,704
- 62,354
-
- 52,558 2,031,150
304,664
- 1,654,766
- - 10,658,825 - - - - - 159.657 - - - - - 126,429 - - -
- - 460,667 - 10,145
- - 10.145
$ 1,803,299 $ 159,258 $ 2,457,655 $- $ 5,243,236 $ 26,250,577
$ 9,921 $ 23,327 $ - $ 52,521 $ 12,498 $ 384,980 -
- - 12,706
- 12,706 -
- 1,654,766 -
- 10,354,161 - - - 3963 05 64,562 460,667 -
- 10,145 - - 10,145 -
- - 3.205.000
- 3.205.000
9,921 23,327 1,664.91
1 3,666,332 77,060 14,427.659
301,063
- - 1,876,469 7,769,860 4,225,015 - - 792,744
- 694,887 1,487,631
- - - -
- 5,755,929
1,492.31 5 '1 35,931
- - 2,282,844 5,478,559 - - - - 41 8,585 418,585 -
- - [5,542,801)
- [S,W2,801 J
1,793.378 135,931 792.744 (3,666,3321 5.166.176 11,822,918
$ 1,803,299 $ 159,258 !$ 2,457,655 $ - $ 5,243,236 $ 26,250,577
The notes to the basic financial statements are an integral part of this statement.
31
CITY OF SALINA, KANSAS
RECONCILIATION OF THE TOTAL GOVERNMENTAL FUND BALANCE TO
NET ASSETS OF GOVERNMENTAL ACTIVITIES
December 31,2008
Total Governmental Fund Balances
Amounts reported for governmental activities in the
statement of net assets are different because
Bond issuance costs are shown as current year expenditures in the funds.
Bond issuance costs
Capital assets used in governmental activities are not financial
resources and therefore are not reported in the funds
The cost of capital assets is
Accumulated depreciation is
An internal service fund is used by the City's management to charge the
costs of the worker's compensation program. The assets and liabilities
of the internal service fund are included with governmental activities.
The following liabilities, including bonds payable, are
not due and payable
in the current period and therefore are not reported as liabilities in the funds.
These liabilities at year end consist of:
Compensated absences
Net OPEB obligation
Temporary notes payable
Bonds payable
Accrued interest on the bonds
Net Assets of Governmental Activities
$ 11,822,918
341,445
222,831,746
74,101,264 148,730,482
2,943,808
3,138,866
687,608
, 1,800,000
29,869,930
297,679 [35,794,083]
$128,044,570
The notes to the basic financial statements are an integral part of this statement.
33
CITY OF SALINA, KANSAS
STATEMENT OF REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCE
GOVERNMENTAL FUNDS
For the Year Ended December 31,2008
Tourism Flood i3
Employee Drainage and
General Benefits Improvement Convention
REVENUES:
Taxes
Real estate taxes
Delinquent taxes
Motor vehicle taxes
General sales taxes
Selective sales taxes
Other taxes
Intergovernmental
Special assessments
Licenses and permits
Charges for services
Investment revenue
Reimbursements
Miscellaneous
Total revenues
EXPENDITURES:
Current
General government
Public safety
Public
works
Public health and sanitation
Culture and recreation
Planning and development
Miscellaneous
Capital outlay
Debt service
Principal retirement
Interest and other charges
Total expenditures
Excess [deficiency] of revenue and other sources
OTHER FINANCING SOURCES [USES]
over [under] expenditures and other [uses]
Issuance of bonds
Bond premium
Temporary note premium
Transfers in
Transfers [out]
Total other financing sources
[uses]
Net change in fund balance
Fund balance - Beginning of year
Fund balance - End of year
$ 2,240,701 $ 5,177,657
64,306 148,538
241,931 668,205
11,985.856
4.685.1 05
91 1,305
-
5,793.253
244,769
496.742
- 38,703
26,663,968 6,033,103
3,336,261
14,0703 89
5,2 39,844
1,109,794
2,297,431
2,087,685
630,178
263,444
3,874,688
1,000,874
33.1 91
585,935
331,180
-
$ 181,056
5,576
23.294 - - -
-
- -
- -
$
- -
1,062,071
-
205
209,926
-
5.214
- -
246,481
1,062,276
-
639,917
-
251,695 639,917 28,771,382 6,089,312
[2,107.414] [56,209] [41,769] 422,359
-
.1,066,306 - -
[260,000] - - [426,612]
806.306 - [426,612 J
[1,301 ,I 081 [56,209] [41,769] [4,2531
7,330,631 845,856 548,952 278.921
$ 6,029,523 $ 789,647 $ 507,183 $ 274,668 -
34
Other Total
- Gas Center Service Proiects Funds Funds
Special Bicentennial Debt Capital Governmental Governmental
$ -$ - $ 1,484,503 $ -$ - $ 9,083,917 - - 44,091 - 262,511 - - 186,074 - 1,119,504 - - - 11,985.856 - - - - 2,588,731 2,588,731 - - - - 5,747,176
1,425,090 - - 1,404,956 3,741,351 - - 1,178,122 - - 1,178.122 - - - - 10,149 10,149 - 934,216 - - 687,804 7,415,273
37,257
- 54,017 39,574 1 13,994 489.81 6 - - 2
- 38,705
25.1 68 - *-
- 75,116 597.026
1.48751 5 934,216 2,946,807 39,576 4,880,750 44,258,137
- -
346,786 -
- -
1,313.262
-
1,649,483 - -
12,344 3,889,829
-
132.851
608,734
31 8,524
45
4,489,253
3,599.705
17,944,877
6.592.71 8
1,275,836
5,141,583
3,377.306
45
10,581,347
- - 2,786,702
- 25,000 . 2,811,702 - - 1,114,323 412,540 40,480 1,567.343
1,660,048 1,661,827 . 3,901,025 4,302,369 5,614,887 52,892,462
[172.533] [727,611] [954,218] [4.262,7931 [734,137] [8,634,325]
- - - 3,720,000 3,525,000 7,245,000 - -
- 43,532
- 43.532 - - 36,505 - - 36,505
180,000 636,612 500,000 440.000
- 2,822,918 - - - - [2,076.610] [2,763.222]
180,000 636.612 536,505 4,203,532 1,448,390 7,384,733
7,467 [90,999] [417,713] [59,26 11 714,253 [1.249,592]
1,785,911 226,930 1,210,457 [3,607,071] 4,451,923 13,072,510
L $ 1,793,378 $ 135,931 $ 792,744 $ [3,666= =,166,1s $ 11,822,918
The notes to the basic financial statements are an integral part of this statement.
35
CITY OF SALINA, KANSAS
RECONCILIATION
OF THE GOVERNMENTAL FUNDS STATEMENT OF REVENUES, EXPENDITURES,
For the Year Ended December 31,2008
AND CHANGES IN FUND BALANCE WITH THE GOVERNMENT-WIDE STATEMENT OF ACTIVITIES
Total Net Change In Fund Balances - Governmental Funds $ [1,249,592]
Amounts reported for governmental activities in the
statement of activities are different because
Capital outlays to purchase or build assets are reported in governmental funds
as expenditures. However, for governmental activities those costs are shown ,
in the statement of net assets and allocated over their estimated useful lives
as annual depreciation expenses
in the statement of activities. This is the
amount by which capital outlays exceeds depreciation in the period.
Gain on sale of assets. 11,756
Proceeds from sale of assets [29,695]
Capital outlays 10,587,951
Depreciation expense [3,957,053] 6,612,959
Interest on long-term debt in the statement of activities differs from the amount
reported in the governmental funds because interest is recorded as an
expenditure in the funds when it is due, and thus requires the use of current
financial resources. In the Statement of activities, however, interest expense
is recognized as the interest accrues, regardless of when it is due. This is
the amount by which interest increased.
An internal service fund is used by the city's management to charge the
costs
of certain activities to the individual funds. The revenues and expenses
of certain internal service fund is reported with governmental activities.
Some expenses reported in the statement of activities, such
as compensated
absences and other post employment benefits, do not require the use of current
financial resources and therefore are not reported as expenditures in
governmental funds.
Bond and temporary note proceeds are other financing sources in the governmental
funds, but they increase long-term liabilities in the statement of net assets and do
not affect the statement of activities.
Also, governmental funds report the effect
of issuance
costs, premiums, discounts, and similar items when debt is first
issued, whereas these amounts are deferred and amortized in the statement
of activities. This amount is the net effect of these differences in the
treatment of long-term debt and related items.
Repayment of bond principal and bond issuance
costs is an expenditure
in the governmental funds, but it reduces long-term liabilities in the statement
of net assets and does not affect the statement
of activities.
Changes In Net Assets of Governmental Activities
14,100
77,120
[957,609]
2,811,702
$ 76,226
The notes to the basic financial statements are an integral part of this statement.
37
CITY OF SALINA. KANSAS
STATEMENT OF NET ASSETS
PROPRIETARY FUNDS
December 31.2008
ASSETS
Current assets
Cash and investments
Receivables (net of allowance for uncollectibles)
Inventory and prepaid supplies
Restricted cash and investments
Deferred charges
Total current assets
Capital assets:
Accounts
Nondepreciable capital assets:
Construction in progress
Land
Depredable capital assets:
Capital assets
Less: accumulated depreciation
Total capital assets
Total assets
Lia biliis:
Current liabilities
Accounts payable
Interest payable
Meter deposits payable
Current portion of ampensated absences payable
Current portion of amed daims payable
Current portion of loans payable
Current portion of general obligation bonds payable
Current portion of revenue bonds payable
Total current liabilities
Noncurrent liabifii:
Compensated absences payable
Acaued claims payable
Net OPE6 Obligation
Payable
from restricted assets
Loans payable
General obligation bonds payable
Revenue bonds payable
Landfill postclosure care llabiliities
Total noncurrent fiabillties
Total liabilies
Net Assets
Invested in capital assets, net of related debt
Restricted
Unrestrided
Total net assets
Restricted for bond retirement
Business-Type Activities:
Enterprise Funds
Total Internal
Soli Waste Water and Enterprise Service
Disposal Sewer Sanitation Golf Course Funds Funds
$3,091,303 $ 8.577.929 $ 519.520 $ 76,874 $12,265,626 $3.686.524
266.293 801.892 127,018
- 1,195203
- 1,211,221 - 1,211,221
11.715 202,526 214,241
641,538 - 18.408 659.946 149.701
3.369.31 1 11,435,106 646,538 95.282 15,546.237 3,836225
200.461 200.461
682,000 844,002 - 15.000 1,541,002
6,510,833 86,756.884 1,351,466 992,099 95.61 1282 860,874
3367,500 33,896,667 738,305 580.050 39.182,522 755.428
3,225,333 53,904,680 613,161 427.049 58,170,223 105,446
$6,594,644 $65,339.786 $1.259,699 $ 522,331 $73.716.460 $3.941.671
$ 99,009
10,587
23.147
373,000
505,743
$ 368,964
157.895
102.497
152,670
373,962
250.299
710,000
2.1 16,287
$ 3.351
60.913
64.264
$ 4.540
40.059
44.599
$ 475,864
168,482
102,497
276,789
373.962
623.299
710.000
2.730.893
$ 104.104
36,067
501,050
641221
32.960 21 7.395 86.737 57.041 394.133 51.358
12.988 76.913 22.666 13.571 126.138
- 305284
- 6.054.797 - 6.054.797 - 2,156,770 - 2,320,000 - 2,320,000
1,566,636 - 1.566.636
2482.584 9,955.875 109,403 70.612 12.618.474 ' 356.642
$2,988.327 $12.072.162 $ 173,667 $ 115211 $15.349.367 $ 997.863
870.000 1.286.770
$1.982.333 942,908,852 $ 613,161 $ 427,049 $45,931,395 $ 105,446
- 1,211.221 - 1211,221
1,623,984 9,147.551 472.871 119,9291 11,224.477
2,838,362
$3.606.317 953,267,624 $1,086,032 $ 407,120 $58,367,093 $2.943.808
The notes to the basic financial statements are an integral part of this statement.
38
CITY OF SALINA, KANSAS
Operating revenues
Charges for services
Reimbursed revenues
Miscellaneous
Total operating revenues
Operating expenses
General government
Public works
Recreation
Depreciation
Total operating expenses
STATEMENT OF REVENUES, EXPENSES
AND CHANGES IN NET ASSETS
PROPRIETARY FUNDS
For the Year Ended December 31,2008
Business-Type ActiViies:
Enterprise Funds
Total internal
Solid Waste Water and Enterprise Service
Disposal Sewer Sanitation Golf Course Funds
Funds
$2,748,519 $14,072,513 $2,171,938 $ 751.252 $19,744,222 $9,379,116
1 1,430 69.803 492 27,747 109,472 205.574
2.759.949 14,150,986 2,172.430 778.999 19,862,364 9,584,690
8,670 8,670
- 9,570.649
1,599,591 10,943,488 2,097,557 - 14,640,636
- 841,004 841,004
369,940 1,793,908 106,448 39,865 2,310.161 16,184
1,969,531 12,737,396 2,204,005 880,869 17,791,801 9,586,833
Operating income [loss] 790,418 1,413,590 [31,575] [101,870] 2,070,563 [2.143]
Nonoperating revenues [expenses]
Investment revenue 74.1 18 208,641 15,935 1.194 299.888 78.613
Gain/@oss] on disposal of fixed assets 14.840 2.500 15,000 32.340 650
Amortization of bond issuance costs [5,859] (19,7311 [25,590]
Total nonoperating revenues [expenses] 38.579 (301,395J 30.935 1.194 [230,687] 79.263
Debt service [44,520] [492,805] - [537,325]
'Income [loss] before transfers
Transfers
from [to] other funds
Transfers in
Transfers [out]
Total transfers
Change in net assets
Net assets, January 1
Restatement
Net assets, January 1, restated
Net assets. December 31
828.997 1,112.195 [64OJ [100,676] 1,839,876 77.120
38,179 82,125 120.304
[180,000] [180,000]
[180.000] 38.179 82,125 [59,696]
648,997 1,150,374 16401 [18,551] 1,780.180 77.1 20
3.340.342 52.140.537 1,106,441 410,404 56,997,724 2,887,333
[383,022] p3,287] [19,769] 15,267 [410.811]
P0.645]
2,957,320 52,117,250 1,086,672 425,671 56,586,913 2,866,688
f 3,606,317 $53.267.624 $1,086,032 $ 407.120 $58,367.093 92,943,808
The notes to the basic financial statements are an integral part of this statement.
39
CITY OF SALINA, KANSAS
STAEMENT OF CASH FLOWS
PROPRIETARY FUNDS
For the Year Ended December 31,2008
Business-Type Activities
Enterprise Funds
Total Internal
Solid Waste Water and Enterprise Service
Funds Disposal Seyer Sanitation GoHCourse Funds -
Cash flows from operating acbvities
Cash received from customers and users $2,677,896 $14,046,652 $2.165.515 $ 751,251 $19,641.314 $9,468,137
Cash paid to suppliers of goods or services [1,360.476] P,879,527J [1.390.660] [400,942] [11,031.605] [8.971,083]
Cash paid to employees [459,7353 [2,846.766] [762.435] [410.650] [4.479.586] [638,8611
Other operating receipts 11,430 78,473 492 27.747 118,142 205.574
Net cash provided by [used in] operating actrvities 869.115 3.398.832 12,912 132.5941 4,248.265 63,767
Cash flows from capital and related financing activities
Purchase and construction of Gapital assets [630.000] 1262,7421 1268.5961 - [1,161.338]
Proceeds from sale of capital assets 105,600 2.500 15.000 123.100 650
Principal payments -general obligation bonds [373,000] r35.2991 - [1.108,299]
Prinupal payments - revenue bonds - [680,000] - [680.000]
Interest paid [47.587] (515,4591 - [563,046]
Principal payments - loans payable [358.344] [358,344]
Net cash provided by [used in] capital
and related financing activities I944.987) [2.549.344] 1253,596) - 13,747,927) 650
Cash flows from investing activities
Interest received 74.118 208,642 15.935 1.195 299,890 78.612
Cash Rows from noncapital financing activities
Transfers in 38.179 - 82.125 120.304
Transfen [out] [l80,000] 11 80,000)
Net cash provided by [used in] noncapital financing activities [180,000] 38.179 - 82.125 [59,696]
Net increase [decrease] in cash and cash equivalents [181,754] 1,096,309 1224,7491 50,726 740.532 143.029
3,273,057 8.692,841 744.269 26.148 12.736,315 3.543.495 Cash and cash equivalents. January 1
Cash and cash equivalents, December 31
Cash and investments
Restricted cash and investments
$3,091,303 $ 9,789.150 $ 519,520 $ 76,874 $13,476.847 $3,686.524
$3,091,303 $ 85'7,929 S 519,520 $ 76,874 $12,265.626 $3,686,524 - 1,211,221 - 1,211,221
Total cash and cash equivalents $3,091,303 8 9,789.150 $ 519,520 $ 76.874 $13,476.847 $3.686.524
The notes to the basic financial statements an? an integral part of this statement.
41
CITY OF SALINA, KANSAS
Reconciliation
of operating poss] income to net cash
Operating income [loss]
provided by [used in] operating activities
STATEMENT OF CASH FLOWS
PROPRIETARY FUNDS (Continued)
For the Year Ended December 31.2008
Business-Type Activities:
Enterprise Funds
Total Internal
Solid Waste Water and Enterprise Service
Disposal Sewer Sanitahon GolfCourse Funds - Funds
Adjustments to reconcile operating income
[ross] to
net cash provided by [used in] operating activities
Depreciation expense
[Increase] decrease in accounts receivable
[Increase] decrease in inventory
Increase [decrease] In accounts payable
Increase [decrease] in acaued compensated absences
Increase [decrease] in claims payable
Increase [dewease] in landfill postdosure liabilities
Increase [decrease] in net OBEB obligation
Increase [decrease]
in meter deposits payable
Net
cash provided by [used in] operating activities
$ 790.418 $1,413,590 $[31.575] $ [101.870] $2,070,563 $ (2.143)
369,940
(70.6231
[ 1 22.7291
11,837
[ 122.71 6)
12,988
1,793.908
[28.319]
138,569
24,568
[22.8561
76,913
2,459
106.448
(6.4231
196,2171
18,013
22.666
39.865
6,606
F’431
9,977
13.571
2,310.161
[105.365]
[16.250]
[81,120]
64,395
[122.716]
126.1 38
2.459
16.184
[23.132)
[16,772]
609
89,021
$ 869.115 $3,398,832 $ 12,912 $ [32,594J $4,248.265 $ 63,767
The notes to the basic finanaal statements are an integral part of this statement
42
CITY OF SALINA, KANSAS
STATEMENT OF ASSETS AND LIABILITIES
AGENCY FUNDS
December 31,2008
ASSETS
Cash and investments
Total assets
LIABILITIES
AND FUND BALANCES
Liabilities
Accounts payable
Total liabilities
$ 496,887
$ 496,887
$ 496,887
$ 496,887
The notes to the basic financial statements are an integral part of this statement.
43
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
A Reporting Entity
The City of Salina, Kansas (the City) is a municipal corporation governed by a mayor and a five-member
commission. These financial statements present the City and its component units, entities for which the
government is considered to be financially accountable. Each discretely presented component unit is
reported in a separate column in the government wide statements to emphasize that it is legally separated
from the government.
Discretelv Presented Component Units
City of Salina Airport Authority
- The Salina Airport Authority was created for the purpose of accepting as
surplus property portions of the former Schilling AF.B that was closed by the United States Department of
Defense in June 1965. One of the primary functions of the Airport Authority is to facilitate the continued
growth of jobs and payroll at the Airport Industrial Center. The Airport Authority is managed and controlled by
a five-member Board of Directors appointed by the Salina City Commission. Any director may be removed
by a majority vote of the Salina City Commission. The Airport Authority's basic mill levy (up to 3 mills)
requires the approval
of the City Commission. The Commission must also approve the issuance of general
obligation debt by the Airport Authority. The Airport Authority has a December 31 fiscal year end.
Housing Authority of the City of Salina
- The purpose of the Housing Authority of the City of Salina (Housing
Authority) is to administer Public Housing Programs authorized by the United States Housing Act
of 1937.
The Mayor of the City of Salina appoints the governing board. The City Commission may remove
commissioners of the Housing Authority. The City must issue revenue bonds for the Housing Authority. The
financial liability of the Housing Authority is essentially supported by the operating and debt service subsidies
received under contract from the Federal government. The Housing Authority has a June 30 fiscal year end.
Information in the accompanying financial statements covers the fiscal year ended June 30,2008.
Complete financial statements for. each of the individual component units may be obtained at the entity's
administrative offices.
!Housing Autknty of i
\the City of Salina __ _J
!Salina, KS
7- 7 . -- - :Salina f- - Airport ____ Authority __-, ' - --
-d
I
1 ----i ~-___- -lz;s. 5th
-- 13237 hold A=.
-- ---
i - -. .--. __ 1. --- Salina, KS
i--. -..----I ---- f --
Joint Ventures
The City of Salina also participates with Saline County in two joint ventures. The Salina-Saline County Board
of Health was organized by the City and County to promote public health. The City and County organized
the Salina County-City Building Authority
to acquire, operate and maintain facilities for the administrative
offices of both governments. The primary governments each have an ongoing financial responsibility for the
joint ventures. Separate financial statements are available from the governing boards of each joint venture.
-...-- - .. - -- .--_ -- - -- - --. --. _. Board of , Building '
Health- i Authority 1
x $1,468,260 $3,083,977 :
i 214,145 f 35,826:
4,123,794 i 826,564 I
988,390 _- 290,329 i
--1_1. -- - .. -_, - - _- -- ---- -- -_ -.-.
~ ..^ ~ - __ ' (Un,;;ditS) 1 . -. - --1 i (Audited)
..___ - - - -- -_
Total net assets, December 31, 2008
.Total change in net assets, December 31, 2008
,Total rewnues, year ended Decerkr 31, 2008
,Total menus fromCity of Salina
- -- -._. II",..,----..u--I ,. - r- .---I---.----. .- -_I___
_-_- --..- - -4 .I_ ..- ._ ,. - --. .- +--
t --.
i t _-_-_-_ _-_ --_I-_ -_ - -- _- ._ - -_-- . - .. I *-- , --*.. -- ^^I
45
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
.
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
A. Reporting Entity (Continued)
Joint Ventures (Continued)
Complete financial statements for each of the joint ventures may be obtained at the entity’s administrative
offices. _- - -c ,Salina CCunty-City’ - - - ----- i Building Authority :
1300 west Ash simi ;
I i
,125 West Elm Street , !%rngSx& County &ad of Health
I-- -_--- ---T-- -
[Salina, I ~ KS I--- - .A- - - - _--- +- ~____._I
L
_- -_-
- -- I-- --
i - - - -- ----
I
-- --- - I
I Salina, _- Ks’
3- _____.& --
B. Government-wide and fund financial statements
The statement of net assets and the statement of activities report information on all of the nonfiduciary
activities
of the primary government and its component units. For the most part, the effect of interfund activity
has been removed from these statements. Exceptions to this general rule are charges between the City’s
governmental and business-type activities. Elimination of these charges would distort the direct costs and
program revenues reported for the various functions concerned. Governmental activities, which normally are
supported by taxes and intergovernmental revenues, are reported separately from business-type activities,
which rely to a significant extent on fees and charges for support. Likewise, the primary government is
reported separately from certain legally separate component units for which the primary government is
financially accountable.
The statement of activities demonstrates the degree
to which the direct expenses of a given function are
offset by program revenues. Direct expenses are those that are specifically associated with a service,
program or department and therefore clearly identifiable to a particular function. Program revenues include
charges paid by the recipient of the goods or services offered by the program and grants and contributions
that are restricted to meeting the operational requirements of a particular program. Taxes and other items,
which are not classified as program revenues, are presented as general revenues of the city.
Separate financial statements are provided for governmental funds, proprietary funds and fiduciary funds,
even though the latter are excluded from the government-wide financial statements. Major individual funds
are reported as separate columns in the fund financial statements. Nonmajor funds are aggregated and
presented in a single column in the fund financial statements.
C. Measurement Focus, Basis of Accounting and Basis of Presentation
The government-wide financial statements are reported using the economic resources measurement focus
and the accrual basis of accounting, as are the proprietary fund. Revenues are recorded when earned and
expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property
taxes are recognized as revenues in the year for which they are levied. Grants and similar items are
recognized as revenue as soon as all eligibility requirements imposed by the provider have been met.
Governmental fund financial statements are reported using the current financial resources measurement
focus and the modified accrual basis of accounting. Revenues are recognized as
soon as they are both
measurable and available. Revenues are considered to be available when they are collectible within the
current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City
considers revenues to be available if they are collected within 60 days of the end of the current fiscal period.
Expenditures generally are recorded when a liability
is incurred, as under accrual accounting. However, debt
service expenditures, as well as expenditures related
to certain compensated absences and claims and
judgments are recognized when the obligations are expected to be liquidated with expendable available
financial resources.
46
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
C. Measurement Focus, Basis of Accounting and Basis of Presentation (Continued)
Property taxes and interesf associated with the current fiscal period are all considered to be susceptible to
accrual and so have been recognized as revenues of the current fiscal period. Entitlements and shared
revenues are recorded at the time of receipt or earlier if the susceptible to accrual criteria are met.
Expendituredriven grants are recognized as revenue when the quallfying expenditures have been incurred
and all other grant requirements have been met.
The City applies all applicable Governmental Accounting Standards Board (GASB) pronouncements as well
as the following pronouncements issued on or before November 30, 1989, unless those pronouncements
conflict with or contradict GASB pronouncements: FASB Statements and Interpretations, APB Opinions, and
ARBS.
Proprietary fund type operating statements present increases (revenues) and decreases (expenses) in net
total assets. Proprietary funds distinguish operating revenues and expenses from nonoperating items.
Operating revenues and expenses generally result from providing goods and services in connection with a
proprietary fund’s ongoing operajions. The principal operating revenues of the City‘s proprietary funds are
charges to customers for sales and services. Operating expenses for enterprise funds and internal service
funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All
revenue and expenses not meeting this definition are reported as nonoperating revenues and expenses.
.
The internal service funds account for risk management, worker’s compensation, health insurance, central
garage and information services that are provided to other departments or agencies of the government, or to
other governments, on a cost-reimbursement basis.
Agency funds are custodial in nature and do not measure results of operations or have a measurement
focus. Agency funds do however use the accrual basis of accounting. Agency funds are used to account for
assets held as an agent for individuals, other governmental units, private organizations andlor other funds.
The City reports the following major governmental funds:
The general fund is used to account for resources traditionally associated with government, which are not
required legally, or by sound financial management to be accounted for in another fund.
Employee benefits fund
- To account for the costs of various benefds provided to governmental employees.
Flood and drainage improvement fund
- To account for property tax revenues to be used for capital
improvements to the flood control and stormwater drainage systems.
Tourism and convention fund - To account for transient guest tax revenues, which are specifically restricted
to promotion and tourism activities.
Special gas fund
- To account for the City’s share of motor fuel tax revenues, which are legally restricted to
the maintenance, or improvement of streets within the City.
Bicentennial Center fund - To account for the activities of the Ciws convention center.
The debt service fund is used to account for the accumulation of resources and payment of general
obligation bond principal and interest
from governmental resources and special assessment bond principal
and interest from special assessment levies when the City is obligated in some manner for the payment.
47
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
C. Measurement Focus, Basis of Accounting and Basis of Presentation (Continued)
The capital projects fund is used to account for the acquisition and construction of major capital facilities
other than those financed by proprietary funds and trust funds.
The City reports the following major proprietary funds:
Sanitation fund
- To account for the operations of the Ciys refuse collection service.
Solid waste disposal fund - To account for the activities of the CWs landfill.
Golf course fund
- To account for the operations of the municipal golf course.
Water and sewer fund - To account for the activities of the City's water and sewer operations.
D. Assets, Liabilities and Equity
1. Pooled cash and investments
The City maintains a cash and investment pool that is available for use by all funds managed by the city.
Each fund type's portion of this pool is displayed in the financial statements as "Cash and Investments." The
city's cash and cash equivalents are considered to be cash on hand, demand deposits and short-term
investments with original maturities of three months or less from the date of acquisition. Investments in the
Kansas Municipal Pool are carried at fair value.
Cash balances from all funds are invested to the extent available in certificates of deposit and other
authorized investments. Investments with maturity dates greater than three months are stated separately.
Earnings from these investments, unless specifically designated, are allocated monthly to the investing fund
based on the percentage of funds invested to total investments. All investments are carried at fair value.
2. Receivables and Payables
Transactions between funds that are representative of Iendinglborrowing arrangements outstanding at the
end of the year are referred to as either "interfund receivables/payables" (i.e., the current portion of interfund
loans) or "advances tofirom other funds" (i.e., the noncurrent portion of interfund loans). All other
outstanding balances between funds are reported as "due tohm other funds."
Accounts Receivable. The City records revenues when services are provided. All receivables are shown net
of an allowance for doubtful accounts.
property taxes receivable. Collection of current year property tax by the County Treasurer is not completed,
apportioned or distributed to the various subdivisions until the succeeding year, such procedure being in
conformity with governing state statutes. Consequently, current year property taxes receivable are not
available as a resource that
can be used to finance the current year operations of the City and, therefore, are
not susceptible to accrual. Accruals of uncollected current year property taxes are offset by deferred revenue
and are identical to the adopted budget for 2009. It is not practicable to apportion delinquent taxes held by
the County Treasurer at the end of the accounting period, and further, the amounts thereof are not material in
relationship to,the financial statements taken as a whole.
CITY OF SALINA KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
0. Assets, Liabilities and Equity (Continued)
2. Receivables and Payables (Continued)
The determination of assessed valuations and the collection of property taxes for all political subdivisions in
the State of Kansas are the responsibility of the various counties. The County Appraiser annually determines
assessed valuations on January 1 and the County Clerk spreads the annual assessment on the tax rolls. The
County Treasurer is the tax collection agent for all taxing entities within the County. In accordance with state
statutes, property taxes levied during the current year are a revenue source to be used to finance the budget
of the ensuing year. Property taxes are levied and liens against property are placed on November 1 of the
year prior to the fiscal year for which they are budgeted. Payments are due November 1, becoming
delinquent, with penalty, December 21. Payments of 50% are accepted through December 20, with the
second 50% then being due on or before May 10 of the following year. This procedure eliminates the need
to issue tax anticipation notes since funds will
be on hand prior to the beginning of each fiscal year. The City
Treasurer draws down all available funds from the County Treasurer's office in two-month intervals. Taxes
remaining due and unpaid at February 15 and July 1 are subject to collection procedures prescribed in state
statutes.
3. Inventories and Prepaid Items
Inventories are valued at cost using the first-inifirst-out (FIFO) method. The costs of governmental fund-type
inventories are recorded as expenditures when consumed.
Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as
prepaid items.
4. Restricted Assets
--
Certain proceeds of the City's business-type fund revenue bonds, as well as certain resources set aside for
their repayment, are classified as restricted assets on the balance sheet because their use is limited by
applicable bond covenants. The "Water and Sewer Principal and Interest" account is used to segregate
resources accumulated for debt service payments over the next twelve months. The "Debt Service Reserve"
account is used to report resources set aside to make up potential future deficiencies in the 'Water and
Sewer Principal and Interest Account."
5. Capital Assets
Capital assets, which include property, plant, equipment and infrastructure assets, are reported in the
applicable governmental or business-type activities columns in the government-wide financial statements..
Capital assets are defined by the government as assets with an initial, individual cost of more than $5,000
and an estimated useful life in excess of two years. Such assets are recorded at historical cost or estimated
historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market
value at the date of donation. Capital assets used in governmental fund types of the City are recorded at
cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at their
estimated fair value at the date of donation.
The cost of normal maintenance and repairs that do not add to the value of the assets or materially extend
assets lives are not capitalized.
49
CITY OF SALINA, KANSAS
NOTES
TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
..
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. ' Assets, Liabilities, and Equity (Continued)
5. Capital Assets (Continued)
Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest
incurred during the construction phase of capital assets of business-type is included in the capitalized value
of the asset constructed, net of interest earned on the invested proceeds over the same period.
Property, plant and equipment of the primary government, are depreciated using the straight-line method
over the following estimated useful lives:
Assets
Buildings
Other equipment
Vehicles
Infrastructure
Years
50
5 -15
6 -10
30 -50
6. Compensated Absences
It is the City's policy to permit employees to.accumulate earned but unused vacation and sick pay benefits.
All employees of the City, except temporary and part time employees, may accumulate sick leave at a rate of
8 or 11 hours per month depending on their work duty schedule. There is no limit on the amount of sick
leave that can be accumulated. Employees with more than five years of service with the City are paid for
one-third of their accumulated sick leave at their current wage scale upon termination of employment in good
standing. In 2001, a limited buy back policy was instituted.
All regular employees are entitled to paid vacation time. Such leave is granted each year of employment and
unused leave may accumulate w-thout limit. Employees are paid for all accumulated vacation leave at their
current wage scale upon termination of employment.
Vested or accumulated vacation leave that is expected to be liquidated with expendable available financial
resources is reported as an expenditure and a fund liability in the government fund financial statements that
will pay it. A liability for these amounts is reported
in governmental funds only if they have matured, for
example, as a result of employee resignations and retirements. Vested or accumulated vacation leave of the
business-type funds and government wide financial statements are recorded as an expense and liability of
those funds as the benefits accrue to employees. A liability is recorded for accumulated rights to receive sick
pay benefits that are payable upon termination of employment.
The General Fund, Bicentennial Center Fund, Central Garage Fund, Information Systems Fund, Sanitation
Fund, Solid Waste Fund, Golf Course Fund, and Water and Sewer Fund have been used in prior years to
liquidate the liability for compensated absences.
7. Temwrarv Notes
Upon authorization for the issuance of general obligation bonds for certain improvements, Kansas law
permits the temporary financing of such improvements by the issuance of temporary notes. Temporary
notes issued may not exceed the aggregate amount of bonds authorized, are interest bearing and have a
maturity date not later than four years from the date of issuance of such temporary notes. Temporary notes
outstanding are retired from the proceeds of the sale of general obligation bonds.
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. Assets, Liabilities and Equity (Continued)
8. Lonnterm Obliaations
In the government-wide financial statements, and proprietary fund types in the fund financial statements,
long-term debt and other long-term obligations are reported as liabilities in the applicable governmental
activities, business-type activities, or proprietary fund type statement of net assets. Bond premiums and
discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the effective
interest method. Bonds payable are reported net of the applicable bond premium or discount. Bond
issuance costs are reported as deferred charges and amortized over the term of the related debt.
In the fund financial statements, governmental. fund types recognize bond premiums and discounts, as well
as issuance costs, during the current period. The face amount of debt issued is reported as other financing
sources. Premiums received on debt issuances are reported as other financing sources while discounts on
debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual
debt proceeds received, are reported as debt service expenditures.
9. Fund Eauity
In the fund financial statements, governmental funds report reservations
of fund balance amounts that are
not appropriable or are legally segregated for a specific purpose. Reservations of business-type net assets
are limited to outside third-party restrictions. Designations of fund balance represent tentative management
plans that are subject to change.
IO. Use of Estimates
The preparation of financial statements in conformity with generally accepted accounting principles requires
management to make estimates and assumptions that affect the reported assets and liabilities at the date of
the financial statements and the reported amounts of revenues and expenses during the reporting period.
Actual results could differ from those estimates.
11. Net Assets
Net assets represent the difference between assets and liabilities. Net assets invested in capital assets, net
of related debt consists of capital assets, net of accumulated depreciation, reduced by the outstanding
balances
of any borrowings used for the acquisition, construction or improvement of those assets. Net
assets are reported as restricted when there are limitations imposed on their use either through the enabling
legislation adopted by the City or through external restrictions imposed by creditors, grantors or laws or
regulations of other governments.
Note 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY
A. Budgetary information
Kansas statutes require that an annual operating budget be legally adopted for the general fund, special
revenue funds (unless specifically exempted by statute), debt service fund, and enterprise funds.
51
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY (Continued)
A. Budgetary Information (Continued)
The statutes provide for the following sequence and timetable in the adoption of the legal annual operating
budget:
1. Preparation of the budget for the succeeding year on or before August 1.
2. Publication in local newspaper of the proposed budget and notice of public hearing on the budget on or
before August 5.
3. Public hearing on or before August 15, but at least ten days after publication of notice of hearing.
4. Adoption of the final budget on or before August 25.
The statutes allow the governing body to increase the originally adopted budget for previously unbudgeted
increases in revenue other than ad valorem property taxes. To do this, a notice of public hearing to amend
the budget must be published in the local newspaper. At least ten days after publication the hearing may be
held and the governing body may amend the budget at that time. The 2008 budget was amended for the
General Fund, Tourism and Convention Fund, Bicentennial Fund, Business Improvement District Fund, and
the Central Garage Fund.
The statutes permit management to transfer budgeted amounts between line items within an individual fund.
However, such statutes prohibit expenditures in excess of the total amount of the adopted budget of
expenditures of individual funds. Budget comparison statements are presented for each fund showing actual
receipts and expenditures compared
to legally budgeted receipts and expenditures.
.
All legal annual operating budgets are prepared using the statutory basis of accounting, in which, revenues
are recognized when cash is received, and expenditures include disbursements, accounts payable, and
encumbrances. Encumbrances are commitments by the municipality for future payments and are supported
by a document evidencing the commitment, such as a purchase order or contract. All unencumbered
appropriations (legal budget expenditure authority) lapse at year end.
A legal operating budget is not required for capital projects funds, trust funds, and the following special
revenue funds: Bicentennial Center Event, HUD Community Development, Community Development
Revolving, Heritage Commission, CDBG-ED, HOME V, Special Law Enforcement, Police Grants, Dare
Donations, War Memorial Maintenance and Disaster Recovery. A legal operating budget is not required for
the following Enterprise funds: Solid Waste Construction, Water and Sewer Principal and Interest, Water and
Sewer Bond Reserve, Water and Sewer Construction and Reserve funds. A legal operating budget is also
not required for the Internal Service funds. Actual to budget comparisons for these funds that present
budgets to the Commissioners are shown strictly for informational purposes.
Spending in funds, which are not subject to the legal annual operating budget requirements are controlled by
federal regulations, other statutes, or by
the use of internal spending limits established by the governing
body.
52
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY (Continued)
B. Statutory Violations
Actual exceeded budgeted expenditures at December 31,2008 in the Business Improvement City Fund and
in the Special Alcohol Fund, which violates KSA 79-2935.
C. Compliance With Bond Reserve Requirements
Water & Sewer Bond Reserve Requirements
The bond reserve requirement is to establish and maintain a reserve account. The Water 8 Sewer fund met
this requirement for 2008.
Resew requirement
. .. $1.655.531
_- Actual reseds-
Bond reserk account ‘ I31 ;211 ,zi
Total actual resems ,, I_ - . -L .p$1,211,221 ....... .-
The City was in compliance with the reserve account balance requirements at December 31,2008.
D. Legal Debt Margin
The City is subject to the municipal finance law of the state of Kansas which limits the bonded debt
(exclusive of revenue bonds and special assessment bonds) the city may have outstanding to 30 percent of
the assessed value of all tangible taxable property within the city, as certified to the county clerk on the
proceeding August 25. At December 31, 2008, the statutory limit for the City was $132,983,158, providing a
debt margin of $98,900,971.
Note 3. RESTATEMENT OF EQUITY
Following the dose of the previous fiscal year, it was discovered that several capital assets were
misclassified or recorded incorrectly. Accordingly, the beginning net assets balances were restated, the
effects of which are as follows:
---- L .., I -I.- -. _-- - - .- -- -. ~ .-.t. - ._--- -1 --
Net Assets, December%. 2007 . $127,994,368 ’ $3,340,342 $52,140,537 $1,106.441 i $410,404 $245,281 . $287,712;
(26,0241’ [383.022] [23;i’87Ii [19.769]: 15,267 13,374 _- .~ [34.019], --__. Capital Asset Adjustment
I
December31 2007, Restated , $127,968,344 82,957.320 $52,117,250 1 $1,086,672 2-- $425,671 -.- $258.655 i $253.693 -
.,A I --.. I --_ - .-
-- ...--I . ” ...I- .“A*. _,_I--.”.-- .-“ . _.._
- __ - _- -- ~ -- *-
z ! .-
I
-- - _- - ., ..- _. -
,Net - Assets, - - -- - __ --I - 4- - - ..’
___ ___ P- 2
53
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note
4. DETAILED NOTES ON ALL FUNDS
A. Deposits and Investments
The City's cash is considered to be active funds by management and is invested according to KSA 9-1401.
The statute requires that banks eligible to hold active funds have a main or branch bank in the county in
which the City is located or in a county adjacent to the City and the banks provide an acceptable rate for
active funds.
Various City investments are considered to be idle funds by management and are invested according to KSA
12-1675. The statute requires that the City invest its idle funds in only temporary notes of the City, bank
certificates of deposit, repurchase agreements, and if eligible banks do not offer an acceptable rate for the
funds: U.S. Treasury bills or notes or the Municipal Investment Pool (KMIP). Maturities of the above
investments may not exceed
two years by statute.
Some
of the Cws investments are of bond proceeds invested pursuant to KSA 10-131. This statute allows
additional investment authority beyond that
of KSA 12-1 675. Investments of bond proceeds may follow KSA
12-1675 or include other investments such as the KMIP, direct obligations of the US. government or any
agency thereof, investment agreements with a financial institution the obligations of which at the time of
investment are rated in either of the three highest rating categories by Moody's investors service or Standard
and Poor's corporation, and various other investments as specified
in KSA 10-131.
At December 31,2008, the City has the following investments:
.. . -- -
- Inmstment Type ..-...
I-
Kansas Municipal investment Pool .-*-. .. .*,.-- . - . -
. - ", --.-. .- I -- . -I- ,_..-.-- - r - - , _.-, ___^L -_ I
---.- -- : $24,636,622 . -,-_ I ___-- "- .- Total fair mlue . .......- - -----_ - -.-
The municipal investment pool is under the oversight of the Pooled Money Investment Board. The board is
comprised of the State Treasurer and four additional members appointed by the State Governor. The board
reports annually to the Kansas legislature. State pooled monies may be invested in direct obligations of, or
obligations that are insured as to principal and interest by the US. government or any agency thereof, with
maturities up to four years. No more than 10 percent of those funds may be invested in mortgage-backed
securities. In addition, the State pool may invest in repurchase agreements with Kansas banks or with
primary government securities dealers.
The City's investment policy provides direction on concentration risk. The City policy states that funds shall
be diversified to reduce the extent of losses due to having an unbalanced portfolio in terms of maturities,
instrument type, and issuers. Therefore, portfolio maturities shall be staggered to avoid undue concentration
of assets in a specific maturity sector. Liquidity, free of market risk, shall be assured through practices
insuring that the next disbursement date and payroll date are covered through maturing investments,
marketable U.S. Treasury Bills, the Municipal Investment Pool, or money market accounts.
Default risk shall be minimized by requiring that all security purchases occur on a delivery vs. payment basis,
and that all securities are adequately collateralized.
Risk
of market price volatility shall be controlled through the adoption of a "buy and hold" strategy whereby
the City holds each investment to maturity, coupled with maintenance of an adequate liquidity position to
insure the ability to meet normal anticipated cash flow needs.
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
A.
B.
Deposits and Investments (Continued)
When advantageous, it is allowable to sell investments to realize a gain due to price fluctuations; however,
such transactions shall not be a part of the normal course of business.
The City recognizes that investment risks can result from issuer defaults, market price changes or various
technical complications leading to temporary illiquidity.
Portfolio diversification is employed as a way to
control risk due to issuer default. In the event of a default by a specific issuer, the Director of Finance and
Administration shall review, and, if appropriate, proceed to liquidate securities having comparable credit risks.
Custodial credit risk is the risk that in the event of a bank failure, the City's deposits may not be returned to it.
The City's deposit policy for custodial credit risk require that the depository banks will maintain 100% security
in the form of FDIC coverage and pledged collateral according to KSA 9-1402.
Receivables
Receivables as of year end, including the applicable allowances for doubtful accounts, are as follows:
-. _- .. .
55
CITY OF SALINA. KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
C. lnterfund Receivables and Payables
The composition
of interfund balances as of December 31,2008, is as follows:
Fund Types
General Fund
Capital Projects Fund
Ocher Gowmment Funds
~ __.
Due From DueTo
$ 460,667 $ -
- 396,iOS
- 64,562 __ --
I
$ 460,667 '; $ 460,667-'
The City uses interfund receivables and payables as needed when pooled cash is negative within
a fund
until investments mature or grant proceeds are received. All payables are cleared in less than one year.
.
56
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DFTAILED NOTES ON ALL FUNDS (Continued)
0. Capital Assets
Capital asset activity for the year ended December 31,2008, was as follows:
Cilygovemmental-activities. __ ___
Governmental adivities:
*.- Capital .. __ asseg. noi being depyeeted
Construction in progreiS
Land
Capltal asseg; being depreciated __
IntastructurG'
Buildings - .- and improwments -
Vehicles
Equipment, fumitu&Tnd fidu&
.- ...-_ ..
---. -1___
-
, I _---- -.-_ ". ._- -_ - -....- Total capital assets
Les2-a-&fn_utatedep reciatioifir- . - .- -
_- .. Infrastructure ___
- Buildings - ___ and iEprowments
..--
- Vehides
Equipment furniture and fixlures
- .
- - __. - - _-___ ~.
Total accumulated depreciation
Pdj Bal. Balance
12/31/2007 Adjusbnents 12/31/2007 Additions Retirements 12131/2008
_.
$ 22,685,858 $ 11,6971 S 22.684,161 $9,879,150- $ 32,034 , $ 32,531,277
22,688,817 p11,626] 22,477,191 - 22,477.191
132,967,790 366.816 133,334,606 . ._ ,- - 133,334,606
23,548.952 - 23,548,952 ' - -23,528,952
I 6,f78,742 [393,529] 6,385,213 . 272,700 , 171,379 6,486,534
4,100,746 800.576 4,901,322 468,135 55,397 5,314;060
25g.810 223,692,620
,.- . .
52,575,114 ' 206,348 52,761,462 2,6g,798 ,^ L. , I - 55,446,260;
4,697.490 [12,497] 4,664,993
386,31_2 - 196,238: 4,675,067 ,_ ---
3,617.429 2,959206 39c742
10,293.918 . [&,029] 10,287.889 i 630,047 - . 10,917,936 -_
. .. .. 3,357,948 ; 2721080 12,599
,- . . .__.__.I -- L
8
I 70,505,728 586;564 71,092,292 ' 3,973,237 268.837 74,856,692- 'r - - -. - - - - I -' -
J-__.__-_--._- ,.----...__ .- .-_ --_. -.- "__..__._~ --.- 1 ..--__ " - __^.._
'Governmental adidties capital assets, net 8 142265.177 S p6,0241 S 142,239,153 S 6,646.748 $ 49,973 ; $148,835,928
2 11- I
._ - __ -I -._ --
I- 'Business-type activities!- -_ - __ - - - - , -
--.-- -.LII-l ..-- ,_--.- 9,631 :$ . l-go,s~o $,,- .- - - - .--I- Capital assets, not being depreciated , - $ 200.461 _-. ~ -
1.541.002 :
Co_nstruction'in progress ' $ 39,763-, $ [3%:i32] $
Land ' 1.544.1 10 r-- [3,108] 1,541,002 -:
- _"_ : Infrastructure
-_I_* -- Buildings a-nd improvements __
I
-- -_-I^ I ,..
I 24,039,412 373,396 : 24.412.808 ' 1,406,103
2.006 8.906.376 445.478
~ -.- -..,.* , e.9-~.37.0";,. . . ,- --- --. .c. - -__-- -, .-I_-.
- Vehides
Equipment, furniture and fidures
_---
'
_-_I ~ . 36,792,3613 426,86?-L 37,222,228 5,310.i61 i 349,867 :- 39,182,522 -. . 7 --- L _. .- - _- - ,Total accumulated depreciation -< ..
57
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
D. Capital Assets (Continued)
The City's depreciation expense was charged to governmental functions as follows:
E. Long-Term Debt
Governmental Activities:
General gowmrnent
Putic'saGty
Public works
.Public health
Culiure and recreation
Planning and development _- ,-
' ,Tot ai^ hepieciation
Business-type Activities:
Solid Waste Disposal
Wster and Sewer
Sanitation
Golf.Course Division
Total depreciation I-
-_ _. _-
$ 62,440
31 9.069
3,037,172
34,273
416,790
$3.973.237
__
103,493'!
__I_._"
$ 369.940
1,793.908
106,448
39,865
$2,310,161
,
Following is a summary of changes in long-term debt for fiscal year 2008: _- - - 1- - - -- - - -1 _---
, Balance , Amnts
. Decerrber 31. DE Win
2008 OneYear --
-_ - 7 - - -- Balance . _- - -- -_ -
..- ---I < ^_.. _.... f - .- .. -..,-- --- -- -' January 1,
, 2008 -- Additions Deletions -- -...-.-I ._-_ .__._^._ - ~ I__- -. -
Governmental activities: i I I
General ob!igatbn bonds / $25,436.632 --c--- $ 7,245,000 _--- $ 2,81y,70ZT - $29869,930 -I_ ~
..I_ $ 2,866,701 ,- I
- Accrued ---------. conpensation . :- -2.955,6?; ?pJ:515 , go06 -.I-,.- 3,226,291 ' c- 1,331,007 _I- ,
Tenporary notes 7,625.000 3,205.000 5,825,000 5,005,000 , 5,005,000-
Total $36.017.314 $12,051,615 $ 9,967,708 $36,101,221 $ 9,202,708
' Business-type activities:
I General obligation bonds --
- -- .. --
__-__.__ - .. I. -_
-. __, ,__---- I- -- --- _. .-- - ,-
-_ -- - .__^_ . -- ,_ - *I - -, ...,... .. ." _- ! t I i -- -.. - __ .! -
, $ - 3,888,368, -$
- - ! $ 1,108,299 ! $ 2,780,069 -$ 623,299 '
WGGnuebonds 3.710.ooO 68o.ooo . . 3030.000 710.000
Total
58
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
The following is a detailed listing of the city's long-term debt including general obligation bonds, revenue
bonds. temporary notes and loans payable:
Primary Government
.General Obligation Bonds
lntemal Improwments 2000, due 10/1/2015
lntemal Improwments ..--.,... 2001, .-.. due - 10/%2016-
'Water/s&wer refunding 2002A, due iGl/2Oi3
Internal IrnprowGents 20028, due 10/1/2017
Internal Impmements 2003A, due 10/1/2018
Refunding -_ .- .. 2004A, due 8/1/2015
lntemal Impro\Rments Z?OiB, due 10/1/2019
Internal Imp6kments 2005A, 'due 10/92020
,Internal Impnikments SOOSA, due io/ii2026
. - -!Internal lmpro\Rment~2006~~due~lO/l/2021 . - -~. _-- ...
!nemal lk~prowme% 2007A. - due ~ _- .~ 10/1/2027
jlntemal Imp&ments 2008A, due 10/1/2023-'
finternal Impbwments 20088. due 7/1/2028
i
- <.,,,. . ~ . ". I
__ -_ T&l general obligation bonds . -- --__ ._ -__ ~
Original Interest Bonds
Issue Rates Outstanding
$ 3,885,000 4.625%to 6.50% $ . 330,000
2,045,000 3.00%to 4.50% 1,665,000
1,980,000 2.709Odto-4.50% 985,000 '
4,350,000 2.13% to 3.85% ' 2,725,000
5,585,000 2.10% to 4.00% - 2,880,000
4,053,0h-- 3.00% io 4.00% 2.530.000
4,210,660 2.95'2to 4:55% 3,205,000
2,200,000 ' 3.5$?3 io 5.50% 1,9801000
8%,000 ' 4.Od'?oib 4.50% 745,000
I 6;G5,000 4.25% to 4.625Vo : - .- 6,180,000 ,.
3,720,000 -K25?%-to 4.00% 3,720,000
3,525,000 . 3.6%! to 5.00% ; 3,525,000
$ 32,650,000
5,350,000 4.00% to4.90% . 2,840,000
.-,-,. _- - . -
- - - - - - - - :
.-~ ..---- ~ ,-. . - -._-I... !I
---_ - ~
,Loans Payable
3, :Kansas Public Water Supply, due 2/1/2020
I ;Kansas Public Water Supply, due 2/1/2023
Total loans payable
,i
Temporary Notes
r, Sen&-200&1 .-due 8/1/2009 --.- _.- - , -
i i Series-26061, du&8/1/2009
.-*--- ----. _-.. _._"_ - - - . - -_.. -__.
.-- _I
-.. , - ,-- I
--.- - I .. ~ -.-.-,, ---, -
- -- - __ .- 3.600.00~ 4.29% ' $ 2,430,462
4.13% . 3,998.298
. -" ..-._ , ._ - $ 6,428,760
- I.- .I- I- -.-I .~- - -5000,000
I ..-. .I- -
-- 1,8Ofi;OOO . 3.49% . .- , i $ .. I 1;8oo,doo:
i 3.205,- :
$ 5:003$66 -. 3,205,000 2.75%-
-__ - . - .-_- I - ,,, ,
59
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
~ Issue
Component Unit
Salina Airport Authority
General Obligation Bonds
-.- " ~ _. -,,- ,
- - - -
Gene61 Obligation 19998, due 2010 $ 555,000-
1;385,000
2,635,66-
-
General - ---. Obligation -..- ~ 2001A, due 2012 ,.
I General Obliaation 2002A, due 2012
E. Long-Term Debt (Continued) __ _- -r Bonds Original lnteresi
Rates Outstanding
3.90% to5.2d% $ 135,000
4.45%'to 5.6090. 650,000
2.45GO to 3.76% 1,160,OOO
General Obligation 20b5A;'die 2020 3,635,000 .4.75% to 5.2b% 3,635,000 : 1,005,000 4.60% to.6.00% 945,000
6,525,000
-
--_ - - , -I- - - -------
-.-. .i L General Oblig%on 2007A. due 2022
-I , I__ _-- _-
--- ,-, . -, -1 -- Total general obligation bonds
Temmrarv Notes I " -. - I__ -. __.-.--. . , 5.600% 10,975,000 __ 10,975,000 -_ - -I -- 10,975,000 . __ Series 2007-1. due 2010 __ - ----
I - .-.5 ~ ---- . ~
Total temporary notes --.- - - -. ___. - ..
! . _. ... -- - -- Special Assessment Debt . . ..-- ~ - 207,177
27,599'; - .- 4.47% 24,877 ,
232,054"
-_ 565,235 1 3.79% --- -
-. Airport Industrial Center, die 2016
'
..^. ~ -._.-_- ~, ---- ~ ---- - -
Hangar - 600 Sanitary Sewer, due 2021 _- .-
- - ---- __.-- . ~,._,I. I . ".... Total special assessment debt -.--,_^-.-"..--I-.-.- --- - - _.. . ~ . --_ L ... - ~
358,831 -.--_..I.- ~.. 425,000 i 6.609% : I-- ,." -. -- --, .I- - --.- .._ Financing Lease, due 2015 - -- - .... L. . . ~ .-..---,-_I-- .-
Annual debt service requirements to maturity for general obligation bonds to be paid with tax levies: .__ ._----.-.--- .
-- - - -_
r- I - General Obligation - Primary Gowmment -- 1
1 - -
! : Bonds I Interest '
- - -
3,180,m-j .. - ~
4,349,384 - __ 1,169,384 - . --- - -.- - 201 0
!. 3,075,000 1 1,052,710 4,127,710 1
938,351 I 4,023,351 j
i'
i-_
t-. 1- 201 1 3, 085;odo ~ I 111
I 2,990,000. 821 063 ' 3,811,0631
5;-&,3$7
2012 ._. ___--_. , - ^_.__._ --. ^. ---*.---. .-- .-- -1- -I . - -1 , 201 3
I 2014-2018 9295,000 , 2,670,088 .. -----+.- ,.---- 11,965,088 - - f
6,131,816 I
__I--. 1 - --
2019-2023 I ,.- 4,935,000 ~ l-,L?6W816
2024-2028
__. _,__,- -- 340,647 i' - . - .- __ ---._I
2,660,ocib ] ..-_ - *__. _- --__ --,-
: Total ii $ 32,6&,000-[5~5,060 - e $- 42,095,060 -,-I.-_. .
60
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
General Obligation
- Component Units
:
Bonds Interest
&I __- - Year i Outstanding Due
2009 $ 755,000 $ 316,316 $ 1,071,316.
1,082,148 :
999,799 :
1,004,501 !
501,878
2,542,057 2014-2018
201 9-2022 1,135,OOO 107,025‘ ’ 1,242,025
- -. 282,148 2010 800,000 ;
201 1 755,000 244,799
795,000 209,501 2012
201 3 I. 330,000
587,057 1,955,000
..“_I_ -
- _- --
-- ;.
-. i71,878 L. ; -----A - - .-..---- -I - --. _-_... ^ -~. . C._ --
d- Total $ 6,525,000 ’ $- 1,91$f,T24 -$ 8,443;724 .
Annual debt service requirements to maturity for revenue bonds to be paid with utility revenues:
Annual debt service requirements to maturity for temporary notes - to be paid through the issuance of general
obligation bonds: - - __ - __ - -. - - - - I-
1 1- Tem-po-r&y Notes - Primary Gowmment f
----, ”_ _.-_ :I- 9 .e-*- ~-. . -- -
,- ~ -24- --___ - 7-- - - q-- __: z-- .-x
- -- !i Notes Interest -. , . -.I Total , __---- Due
- Year ‘I Outstandin
2609- -- .k$ 5,005,000 $ 154,873 1 $ 5,159,875 1 !
! Total . ~i $ 5.005.00Oi $ 154,875 $ 5,159,875 I
- --
- 1- -
-- - _. I
.- -
Temporary Notes - Component Units .. i -- -
,
Notes , Interest i
61
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December
31,2008 '
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
Annual debt service requirements
to maturity for financing lease - to be paid from rental revenue:
Financing Lease - Component Units
Lease Interest
Outstanding .- Due Total __ Year
2009 $ 35,331 $ 23,141 $ 58,472
201 0 37,705 I 20,767 58,472
58,472 201 1 40,238 '
201 2 42,941 15,531 58,472'
20i3 45,826 12,646 58,472
175,415
.
$ 358,831 $ 108,&, $ 467,775
I
,. 18,.2&- '
--
_- 1 56,790 18,625 . --,..-.. - ,201 4-201 6
.. - Total .-
The City has engaged in loans with the Kansas Public Water Supply Fund. The following displays annual
debt service requirements to maturity for loans payable to be paid from service revenues, for the full proceeds
amount:
Loans - Primary Gowmment
Due
I
.- . Interest 1
j- -- -I
243,52i $ _- 61 7,483'
201 0 ,I 228:966 ' 618.866-'
Total i
-_ i Loans -- - .- --
! _---. __ i Year - i Outstandinq _ . --
I
- - --_c-
!- ~ - 2009 - 1;- $-- -~ 373,962 38g~840-..- $ - -
._I ,_--__. . _. -. - - ~
I 4by392 . -- ~ 213,795 I 620,187-' r -'. --I--- - - ,.. - 201 1
201 2 423.646 i97.976 621.622 I "--
-~ .- 20t3 41.634 ; 1811485 i 623,119 I
- 201 9-2023
. 2014-Zlj1j3- -\-I-- 2,.50c896j -_ --- 1634;553-1 6-1 ,-~27- : - - -- 3,140,399 L-
I $- 6,428,760 !.$ ---1186f,673 :-$ 8,290,433
2,oi6,817 >
__ - -._- __ - - - - - - - 1,887,390 - ;, - _-
-
IL -I_
'--
I-
-
Annual debt service requirement to maturity for Special Assessment Debt to be paid from rental revenue:
i i Special Assessment Debt - Component Units -;
i j Assessment Interest
Due *
I_ -_ - -__I- - .--- _._I.__, ._-c --._--
..-_ - -- -
- Total- -,
yeaj- ' ! -Outstanding __
33,070 i
- -7
I i
'- $ 24,106 . $ 8,964 ! $ 33,070 i 2009
201
0
201 1 25,988 7,082- 33,070 ,
j -_ .-- I . -, -.". .~_"_. . " - ,_
- __ -2- . - -L - - ._ -- - I -
_- -I -- 25,029 8,041 I __ - . . - - - -- - -J-- ___- - __
-. . , --.-__
33,070 .. 104,339 1
62
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
Special assessments.
As provided by Kansas statutes, projects financed in part by special assessments are
financed through general obligation bonds of the City and are retired
from the debt service fund. Special
assessments paid prior to the issuance of bonds are recorded
as revenue in the appropriate project. Special
assessments received after the issuance of bonds are recorded as revenue in the debt service fund.- The
special assessments are not recorded as revenue when levied against the respective property owners as
such amounts are not available to finance current year operations. The special assessment debt is a
contingent obligation of the City to the extent of property owner defautts, which have historically been
immaterial.
Conduit debt. The City has entered into several conduit debt arrangements wherein the City issues industrial
revenue bonds to finance a portion
of the construction of facilities by private enterprises. In return, the private
enterprises have executed mortgage notes or leases with the Crty. The City
is not responsible for payment of
the original bonds, but rather the debt is secured only by the cash payments agreed to be paid by the private
enterprises under the terms of the mortgage or lease agreements. Generally, the conduit debt is arranged so
that payments required by the private enterprises are equal to the mortgage payments schedule related to the
original debt. At December 31,2008, total outstanding wnduit debt was $106,413,033.
Defeased debt. In prior years the City has defeased certain other outstanding debt obligations by placing the
proceeds of new bonds in an irrevocable trust to provide for. all future debt service payments on the old bonds.
Accordingly, the trust accounts and the defeased bonds are not included in the City’s financial statements. At
December 31, 2008, the total outstanding defeased debt for all issues was $905,000.
63
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4, DETAILED NOTES ON ALL FUNDS (Continued)
F. Reconciliation of Transfers
A reconciliation of intetfund transfers follows:
Transfer In Transfer
Out
Major Funds:
General fund
. $1,066,306 $ 260,000 I
Tourism and conention -- fund
Special gas fund 180,000
Debt senice - 500;OOO -
Other goEmment2 funds -' 2:0?6;6lO-i
Water and sewer fund '
Golf course fund-
- 426,612
- Bicentennial center fund 636,612 --!
Capital project fund .- .
Solid waste disposal fund - -180,000 '
440,000
38,179 ' -
82,125 -
~ - -.
-. - Total Transfers - $2,943,222 $2,943,% 1 .- I^
The City uses interfund transfers to share administrative costs between funds.
Note 5. OTHER INFORMATION
A. Defined Benefit Pension Plan
PIan description. The City participates in the Kansas Public Employees Retirement System (KPERS) and the
Kansas Police and Firemen's Retirement System (KPBF). Both are cost-sharing multipleemployer defined
benefit pension plans as provided by Kansas statutes (KSA 74-4901 et seq). KPERS and KPBF provide
retirement benefits, life insurance, disability income benefits and death benefits. Kansas law established and
amends benefit provisions. KPERS and KPBF issue a publicly available financial report that includes financial
statements and required supplementary information. Those reports may be obtained by writing to 61 1 South
Kansas, Suite 100; Topeka, Kansas 66603 or by calling 1-888-275-5737.
Funding Policy. K.S.A. 744919 establishes the KPERS memberemployee contribution rate at 4% of covered
salary. K.S.A. 744975 establishes the KPBF member-employee contribution rate at 7% of covered salary.
The employer collects and remits memberemployee contributions according to the provisions of section 414
(h) of the Internal Revenue Code. State law provides that the employer contribution rates be determined
annually based on the results of an annual actuarial valuation. KPERS and KPBF are funded on an actuarial
reserve basis. State law sets a limitation on annual increases in the employer contribution rates. The KPERS
employer rate was 6.09% from January 1 to December 31,2008. The Clty employer contributions to KPERS
for the years ending December 31, 2008, 2007, and 2006 were $789,277, $647,231 and $530,939,
respectively, equal to the required contributions for each year. The KPBF employer rate established for fiscal
years beginning in 2008 is 17.01 YO. Employers participating in KPBF also make contributions to amortize the
liability for past service costs, if any, which are determined separately for each participating employer. The
City's contributions to KPBF for the years ended December 31, 2008, 2007, and 2006 were $1,722,988,
$1,474,558
and $1,229,837, respectively, equal to the required contributions for each year.
B. Deferred Compensation Plan
The City offers its employees a deferred compensation plan ("Plan") created in accordance with Internal
Revenue Code Section 457. The Plan, available to all City employees, permits them to defer a portion of their
salary until future years. The deferred compensation is not available to employees until termination,
retirement, death, or unforeseeable emergency. Plan assets are transferred to a plan agent in a custodial
trust and are not available to the daims
of the City's general creditors.
64
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
C. Flexible Benefit Plan (I.R.C. Section 125) .
The City Commission has adopted by resolution a salary reduction flexible benefit plan ("Plan") under Section
125 of the Internal Revenue Code. All Crty employees working more than 20 hours per week are eligible to
participate in the Plan beginning after two full months of employment. Each participant may elect to reduce
his or her salary to purchase benefits offered through the Plan. Benefits offered through the Plan include
various insurance and disability benefits.
D. Risk Management
The City is exposed to various risks of loss related to torts; theft of, damage to and destruction of assets; ,
errors and omissions; natural disasters and other events for which the City carries commercial insurance. No
significant reductions in insurance coverage from that of the prior year have occurred. Settlements have not
exceeded insurance coverage for each of the past three years.
The City has established a limited risk management program for workers' compensation. The program
covers all City employees. Premiums are paid into the Workers' Compensation Reserve Fund by all other
funds and are available to pay claims, claim reserves and administrative costs of the program. An excess
coverage insurance policy covers individual claims in excess of $250,000 ($350,000 for claims involving
employees classified as policemen or firemen). Incurred claims, including incurred but not reported claims,
have been accrued based primarily upon subsequent payments. Claim liabilities are calculated considering
the effects of inflation, recent claim settlement trends including frequency and amounts of payouts and other
economic and social factors. The liability for claims and judgments is reported in the Workers' Compensation
Reserve Fund because it is expected to be liquidated with expendable available financial resources. Of the
liability, $125,335 is considered to be due within one year. Changes in the balances of claims liabilities
during the past two years are as __- follows:
>-
i- 268 im
$ 238,229 $ 196,285 ,
----i-* -- --
. I--,_ -I.-
Unpaid claims, January 1
;Incurred claims (including I
,..-"I---- -- .-_ - --. -, - -. . -
,.- - . . ---..-.,. , .. "._... -.
399,042 : 248,596 *- - -- - -_ IBNRs) ._._ - __-
-- __- Claim payments
Unpaid claims, December 31
. _- I. I - . $ 430,619 i $ 238,229
I
- __
The Clty established a limited risk management program for employee health and dental insurance in 1997.
The program covers eligible City employees. Premiums are paid into the health insurance fund by all other
funds and are available to pay claims, claim reserves and administrative costs of the program. An excess
coverage insurance policy covers individual claims in excess of $50,000. Incurred claims, including incurred
but not reported claims, have been accrued based primarily upon subsequent payments. Claim liabilities are
calculated considering the effects of inflation, recent claim settlement trends including frequency and
amounts of payouts and other economic and social factors. The liability for claims and judgments in the
Health Insurance Fund because it is expected to be liquidated with expendable available financial resources.
Therefore,
all of the liabilrty is considered to be due within one year. Changes in the balances of claims
-_ liabilities during the past r -- two - years are as follows: ___
3 f- 2008 1' & i .."-- _. I"....- . ..- - .,---_- ,. "-- . - -- .._. , - ...
.Unpaid claims, January 1 I $ 479.084 1 $ 361,791 1
!Incurred claims (including I
I---- - i 4,775,317 4,177,100 , ' IBNRs)
{Claim payments ' i [4,879;317] j [4,059,807],
!Unpaid claims, December 31 -is '3~0~74f<0~~
65
LI" II -- -- .-_ . ...--I- -I- - -..- - _-
- - -- ~ . - -_I^..-----
- ,- --- - c-.-.--. . - -.
+- _.I--__ .-..-- . ._.," _-.-
1- . 1 ---- . ----- -----.- ..I_
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
E. Capital Projects
Capital projects often extend over two or more fiscal years. The following is a schedule, which Compares the
project authorization including allowable interest revenue to total project expenditures from project inception
to December 31,2008.
Proiect Authorization Expenditures
N Ohio Grade Separation
i $ 6,200,000 $ 6,099,814
South Ohio Corridor 1,250,000 1,206,370
North Broadway Corridor 2,260300 2,209.606 *
Fire Station ki RenoGtion -- 1,200.0007 1,303,669 ,
Pacific Awnue 300,000 -' ' -71.6%'
bowntown Signals - .-, 692,042 816,664
Library Addition Sewer 570,5&' -- 467,674
Lakes ide 'Addition 860,859 646,820
West Diamond Drive Infrastructure ' 825,000 ' 731,058
Liberty Addition Infrastructure, II 868,059 i 646,820 '
Quail Meadows Phase 111 334,465 ' 237,629
Golden Eagk?No 4, Ph. - 111 .. 530,046'' - 357,138'
Magnolia-Hik _- Subdivision ___ __ Phase __ ~ II . 566,3% 530,150
%99.508
1 - 561.007 Eaalecrest Twinhomes
---. .- -
_- -- I
Quail Meadows Phase N
SSuTh &h Co~id~~Phas&'N .. I _...- _, . ., .- --- -._ 1- . .-'-.-I--...-' 56,041
632,643-" 587,369 '
440,193 , 800
I-. 1,358,187 - .--... i - 1,346,775 - -... _.. -
_- 66,648 i
#. . _. _- _. -- Glenn Ave Sewer -
Stone Creek Addition
Energy
---. Irnprowment . I-.--- Project .-..
Red Fox- Addition 1 --
.--, -.-, -I_ .-.-__-, - - ^___. i
Project overages in the Fire State #2 Renovation and Downtown Signals projects will be reimbursed by
special sales tax proceeds.
F. Contingent Liabilities
The City receives significant financial assistance from numerous federal and state governmental agencies in
the form of grants and state pass-through aid. The disbursement of funds received under these programs
generally requires compliance with terms and conditions specified in the grant agreements and is subject to
audit. Any disallowed claims resulting from such audits could become a liability of the General Fund or other
applicable funds. However, in the opinion of management, any such disallowed claims would not have a
material effect on any of the financial statements of the City at December 31,2008.
The City is a defendant in various lawsuits. Although the outcome of these lawsuits is not presently
determinable, it is the opinion of the Citfs legal counsel that resolution of these matters will not have a
material adverse effect on the financial condition of the City.
G. Municipal Solid Waste Landfill
State and federal laws and regulations require the City to place a final cover on its landfill site when it stops
accepting waste, and to perform certain maintenance and monitoring functions at the site for thirty years after
closure. Although closure and postclosure care
costs will be paid only near or after the date that the landfill
stops accepting waste, the City reports a portion of these closure and postclosure care costs as an operating
expense of the solid waste fund in each period based on landfill capacity used as of each balance sheet
date. The $1,566,636 reported as landfill closure and postclosure care liability at December 31 represents
the cumulative amount reported to date based on the use of 28.2% of the estimated capacity of the landfill.
66
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
G. Municipal Solid Waste Landfill (Continued)
The City's solid waste fund will recognize the remaining estimate cost of closure and postclosure care of
$3,985,998 as the remaining estimated capacity is filled over the remaining life expectancy of 73.7 years.
These amounts are based on what
it would cost to perform all closure and postdosure care in 2008. Actual
cost may be higher due to inflation, changes, in technology or changes in regulations. The City is required by
State and Federal laws and regulations to provide assurances of financial responsibility for closure and post-
closure care. The City has elected to utilize the Local Government Financial test promulgated by the U.S.
Environmental Protection Agency (at 40 CFR 258.74(f)) and the Kansas Department of Health and
Environment to provide these assurances. Any future closure or postclosure care costs will be provided
through the normal budgeting and rate setting process, including the issuance of general obligation bonds, if
necessary.
H. Environmental Matters
The Kansas Department of Health and Environment (KDHE) issued a report in 1994 indicating the presence
of volatile organic compounds at levels requiring remediation at the Salina Public Water Supply Wells Site
(the
Site). The City adopted a proactive Policy and Action Plan to remediate the groundwater contamination, and
on December 7, 1994, the City and KDHE entered into a Consent Order and Settlement Agreement under
which the Crty assumed primary responsibility for the further investigation and remediation of the groundwater
contamination. Field testing work has been completed. The necessary remediation work will be conducted
over the next several years at a yet undetermined cost to the City's Water and Sewer Fund.
The
U.S. Government Department of Defense transferred property located at the foyer Schilling Air Force
Base to the Authority September 9, 1966. The property is now known to contain areas of extensive soil and
groundwater contamination, primarily from the use and disposal of chlorinated solvents and petroleum
products caused by activities at the former base during its period of active military duty from 1942 to 1965.
The U.S. Government Department of Defense is responsible for the investigation and remediation of
contamination caused by military activities at current and former military bases. The U.S. Army Corps of
Engineers (USACE) is the lead agency for the Department at formerly used defense sites. The Corps has
completed investigation of soil and groundwater contamination at the former base under the regulatory
oversight of the US. Environmental Protection Agency and the Kansas Department of Health and
Environment. The former base is not designated as a National Priority List Superfund site, but investigation
and remediation is required to be in compliance with the Comprehensive Environmental Response,
Compensation and Liability Act.
Potential liability for contamination under the Act extends broadly to parties associated with the release or
presence of hazardous substances, including not only those entities involved with contaminant use and
disposal, but in some cases other current and former owners and operators of contaminated sites. As a
current owner of extensive amounts of property at the former base, the Authority is potentially liable under the
act.
The Authority has determined. that while a possible liability exists, it is not probable and at this time no
reasonable estimate of the possible liability can be made. Therefore, no liability relating to that matter has
been recorded. The Authority is under no administrative orders from the U.S. Environmental Protection
Agency or the Kansas Department of Health and Environment. The Authority is considered to be a Potentially
Responsible Party for the former base site, primarily due to its status as a property owner. The Salina Airport
Authority, Unified School District No. 305 and the Kansas Board of Regents (Kansas State University at
Salina) collectively own over 90% of the nearly 4,000 acres of the former Schilling Air Force Base property.
67
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
H. Environmental Matters (Continued)
Beginning in August 2007, the four local public entities including the Salina Airport Authority, the City of Salina,
the Salina School District and Kansas State University at Salina initiated negotiations with the
U.S. Federal
Government. The negotiation objectives include transferring the responsibility for completing the cleanup from
the USACE to the Salina public entities. The local objective is to reach a settlement agreement with the U.S.
Federal Government that provides the Salina public entities sufficient funds to complete cleanup operations
over a 30-year period.
During calendar year 2008, the Salina public entities prepared a detailed Cost to Complete Estimate (CTC).
The CTC preparation included consultation with the EPA and KDHE. The Salina public entities’ CTC
was
completed in June of 2008 and submitted to the USACE.
Subsequently, on January 23, 2009, the Salina public entities delivered a demand letter to the USACE. The
letter demands that Settlement negotiations begin immediately with the U.S. Dept. of Justice. On May 14,
2009, the Authority was notified that the USACE referred the former SAFB demand letter to the U.S.
Department of Justice on May 12, 2009. It is expected that the negotiations will result in a settlement Consent
Decree that will specify terms, conditions and funding enabling the Salina public entities
to complete site
clean-up.
I. Postemployment Health Care Plan
Plan Description. The City operates a single employer defined benefit healthcare plan administered by the
City. The Employee Benefit Plan (the Plan) provides medical and dental benefits to eligible early retirees and
their spouses. KSA 12-5040 requires all local governmental entities
in the state that provide a group health
care plan to make participation available to all retirees and dependents until the retiree reaches the age of 65
years. No separate financial report is issued for the Plan.
Funding Policy. The contribution requirements
of plan participants and the City are established and amended
by the City. The required contribution is based on projected pay-as-you-go financing requirements. Plan
participants contributed approximately $96,672 to the Plan (approximately 100% of total premiums) through
their required contribution of $416 per month for retiree-only coverage and $702 for spouse coverage.
Annual OPEB Cost and Net OPEB Obligation. The City‘s annual other postemployment benefit (OPEB) cost
(expense) is calculated based on the annual required contribution of the employer (ARC), an amount
actuarially determined in accordance with the parameters of GASB Statement 45. The ARC represents a
level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any
unfunded actuarial liabilities (or funding excess) over a period not
to exceed thirty years.
The following table shows the components of the City’s annual OPEB cost for the Plan for the year, the
amount actually contributed to the plan, and the changes in the City’s net OPEB obligation to the Plan:
Annual required contribution
Annual OPEB cost (expense)
Benefit payments
Change in net OPEB obligation
Net OPEB obligation - beginning of year
Net OPEB obligation
- end of year
c- -_ - ----- - ...- - ~ ..^
I. - --
--- - -_ - ----- -
, - --- --I .-
\-. _- - - _-,.-+I-- .._. ,,_. --.-
- -
68
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31 , 2008
Note 5. OTHER INFORMATION (Continued)
1. Postemployment Health Care Plan (Continued)
The
Cis annual OPEB cost, the percentage of annual OPEB cost contributed to the Plan, and the net OPEB
obligation for the year ended December 31, 2008 was as follows:
Annual
Fiscal Annual OPEB Net
! Year OPEB cost OPEB
Ended Contributed--Obligation ! December 31,-2008 $ 910,418 $ 96,672 $ 813.746
L- _-
_-..
The information for the two preceding years was not available.
Funding Status and Funding Progress. As of the year ended December 31, 2008, the most recent actuarial
valuation date, the Plan was not funded. The actuarial accrued liability for benefits was $8,917,346 and the
actuarial value of asset was $0, resulting in an unfunded actuarial accrued liability (UAAL) of $8,917,346. The
covered payroll (annual payroll of active employees covered by the plan) was $21,874,112, and the ratio of
the UAAL to the covered payroll was 40.8%.
Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions
about the probability of occurrence of events far into the future. Examples include assumptions about future
employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the
plan and the annual required contributions of the employer are subject to continual revision as actual results
are compared with past expectations and new estimates are made about the future. The schedule of funding
progress, presented as required supplementary information following the notes to the financial statement,
presents multiyear trend information about whether the actuarial value of plan assets (if any) are increasing or
decreasing over time relative to the actuarial accrued liabilities for benefits.
Actuarial Methods and Assumptions. Projections of benefits for financial reporting purposes are based on the
substantive plan (the plan as understood by the employer and the plan participants) and include the types of
benefits provided at the time each valuation and the historical pattern of sharing of benefit costs between
the employer and plan participants to that point. The actuarial methods and assumptions used include
techniques that are designed to reduce the effects of short-term volatility in actuarial acaued liabilities and the
actuarial value of assets, consistent with the long-term perspective of the calculations.
In the year ended December 31.2008, actuarial valuation, the projected unit credit.actuarial cost method was
used. The actuarial assumptions include a 4.50% investment rate of return, which is the rate of the
employer’s own investments as there are no plan assets and an initial annual healthcare cost trend of 6.80%
for medical and 5.67% for dental, reduced by decrements to ultimate rates of 4.50% and 4.00% after eighty
and thirteen years, respectively. The
UAAL is being amortized as a level dollar over an open thirty-year
period.
J. Related Party Transactions
The Ci paid $851 during the year ended December 31, 2008, to a travel agency owned by a City
Comm issioner.
69
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
K. Subsequent Events
In July, 2009, the City issued Series 2009-A general obligation internal improvement bonds in the amount of
$23,695,000. The bond proceeds will be used to fund various capital projects. The City will make the first
payment on bonds on April 1, 2010 and the last payment on October 1,2029. The interest rate on the bonds
ranges from 2.00 to 5.00%.
70
APPENDIX B
Form of Continuing Disclosure Instructions for the Bonds and the Notes
EXHIBIT B
FORM OF CONTINUING DISCLOSURE INSTRUCTIONS
%6,9 15,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
DATED MAY 1,2010
THESE CONTINUING DISCLOSURE INSTRUCTIONS (the “Disclosure Instructions”) are
executed and delivered by the Issuer in connection with the issuance of the above-described bonds (the
“Bonds”) which are being issued simultaneously herewith as of May 5, 20 10, pursuant to the Bond Resolution,
in which the Issuer covenants to enter into this undertaking to provide certain financial and other information
with respect to the Bonds in order to assist the Participating Underwriter in complying with the provisions of the
SEC Rule. The Issuer is the only “obligated person” with responsibility for continuing disclosure with respect
to the Bonds.
Section 1. Definitions. In addition to the definitions set forth in the Bond Resolution, which apply
to any capitalized term used in these Disclosure Instructions, unless otherwise defined herein, the following
capitalized terms shall have the following meanings:
“Annual Report” means any Annual Report provided by the Issuer pursuant to, and as described in,
Section 2 of these Disclosure Instructions.
“Beneficial Owner” means any registered owner of any Bonds and any person which (a) has the power,
directly or indirectly, to vote or consent with respect to, or to dispose of ownership of, any Bonds (including
persons holding Bonds through nominees, depositories
or other intermediaries), or (b) is treated as the owner of
any Bonds
for federal income tax purposes.
“Bond Resolution” means jointly the ordinance and the resolution of the governing body of the Issuer
authorizing the issuance of the Bonds. .--
“CAFR” means the Issuer’s Comprehensive Annual Financial Report.
“Designated Agent” means Gilmore & Bell, P.C. or one or more other entities designated in writing by
the Issuer to serve as a designated agent of the Issuer for purposes of these Disclosure Instructions.
“Dissemination Agent” means any entity designated in writing by the Issuer to serve as dissemination
agent pursuant to these Disclosure Instructions and which has filed with the Issuer a written acceptance of such
designation substantially in the form attached hereto as Exltibit B.
”EMMA” means the Electronic Municipal Market Access system for municipal securities disclosures
(www.emmamsrb.org).
“Financial Information” means the financial information of the issuer described in Section 2(a)(I)
hereof.
”Fiscal Year” means the one year period ending December 31, or such other date or dates as may be
adopted by the Issuer for its general accounting purposes.
B- 1
“GAAP” means generally accepted accounting principles, as applied to governmental units, as in effect
at the time of the preparation of the Financial Information.
“Issuer” means the City and any successors or assigns.
“Material Events” means any of the events listed in Section 3(a) hereof.
“MSRB” means the Municipal Securities Rulemaking Board.
“Official Statement” means the Issuer’s Official Statement for the Bonds.
“Operating Data” means the operating data of the Issuer described in Section 2(0)(2) hereof.
“Participating Underwriter” means any of the original underwriters of the Bonds required to comply
with the SEC Rule in connection with offering of the Bonds.
“Repository” means the MSRB via EMMA.
“SEC” means the Securities and Exchange Commission of the United States.
“SEC Rule” means Rule 15c2-12(b)(5) adopted by the SEC under the Securities Exchange Act of 1934,
as the same may be amended from time to time.
Section 2. Provision of Annual Reports.
(a) The Issuer shall, or shall cause the Dissemination Agent to, not later than 180 days after the end of
the Issuer’s Fiscal Year, commencing with the Fiscal Year ended in 2009, provide to the Repository, the Issuer’s
CAFR, which will contain the Financial Information and Operating Data (jointly, the “Annual Report”), as
follows:
.
(1) The financial statements of the Issuer for such prior Fiscal Year,
accompanied by an audit report resulting from an audit conducted by an Independent Accountant in
conformity with generally accepted auditing standards. Such financial statements will be prepared on a
modified accrual basis of accounting other than GAAP for all governmental funds, expendable trust and
agency funds. The accrual basis of accounting is used for proprietary and nonexpendable trust funds. A
more detailed explanation of the accounting basis is contained in Appendix A to the Official Statement.
If such audit report is not available by the time the Annual Report is required to be filed pursuant to this
Section, the AMMI Report shall contain unaudited financial statements and the audit report and
accompanying financial statements shall be filed in the same manner as the Annual Report promptly after
they become available. The method of preparation and basis of accounting of the Financial Information
may not be changed to a basis less comprehensive than contained in the Official Statement, unless the
Issuer provides notice of such change in the same manner as for a Material Event under Section 3(6)
hereof.
Financial InformatiOn.
‘(2) Operating Data. Updates as of the end of the Fiscal Year of substantially all of the
information and data contained in those sections of the Official Statement entitled:
(i) Debt Summary
(ii) Tax Levies
(iii) Assessed Valuation
(iv) Estimated Actual Valuation
(v) Tax Collections
(vi) Largest Taxpayers.
B-2
Any or all of the items listed above may be included by specific reference to other documents, including
official statements
of debt issues with respect to which the Issuer is an “obligated person” (as defined by
the SEC Rule), which have been filed with the Repository, the MSRB or the SEC. If the document
included by reference is a final official statement, it must be available from the MSRB via EMMA. The
Issuer shall clearly identify each such other document
so included by reference. In each case, the
Annual Report may be submitted as a single document or as separate documents comprising a package,
and may cross-reference other information as provided in this Section; provided that the audit report and
accompanying frnancial statements may be submitted separately from the balance of the Annual Report
and later than the date required above for the filing of the Annual Report if they are not available by that
date. If the Issuer’s Fiscal Year changes, it shall give notice of such change in the same manner as for a
Material Event under Section 3(b).
(b) If no Dissemination Agent has been appointed, the Issuer shall file the Annual Report as
specified by Section 2(u) hereof; or if the Annual Report is not filed within the time period specified in Section
2(u) hereof, the Issuer shall send a notice to each Repository in substantially the form attached as ExhibitA.
Section 3. Reporting of Material Events.
(a) Pursuant to the provisions of this Section, the Issuer shall give, or cause the Dissemination Agent,
if any, to give, notice of the occurrence of any
of the following events with respect to the Bonds, if the Issuer
deems such events to be material:
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws
on debt service reserves reflecting financial difficulties;
unscheduled draws on credit enhancements reflecting financial difficulties;
substitution of credit
or liquidity providers, or their failure to perform;
adverse tax opinions or events affecting the tax-exempt status of the Bonds;
modifications to rights of bondowners;
optional, contingent or unscheduled bond calls;
defeasances;
release, substitution or sale of property securing repayment of the Bonds; or
rating changes.
(b) Such notice shall be given by promptly filing a notice of such occurrence with the Repository.
Notwithstanding the foregoing, notice
of Material Events described in subsections (a)(8) and (9) need not be given
under this subsection any earlier than the notice (if any) of the underlying event is given to the Owners of affected
Bonds pursuant
to the Bond Resolution.
Section 4. Dissemination Agent.
(a) General. The Issuer may, from time to time, appoint or engage a Dissemination Agent to assist it
in carrying out its obligations under these Disclosure Instructions, and may discharge any such Dissemination
Agent, with
or without appointing a successor Dissemination Agent.
@) Annual Reports. If a Dissemination Agent is appointed, not later than 15 Business Days prior to
the date specified in Section 2(a) for providing the Annual Report to the Repository, the Issuer shall provide the
Annual Report to the Dissemination Agent or the Repository. The Dissemination Agent shall file a report with the
Issuer certifying that the Annual Report has been provided pursuant to these Disclosure Instructions, stating the
date it was provided,
or that the Issuer has certified to the Dissemination Agent that the Issuer has provided the
Annual Report to the Repository. If the Dissemination Agent has not received an Annual Report or has not
received a written notice from the Issuer that it has provided an Annual Report to the Repository, by the date
B-3
required in Section 2(a), the Dissemination Agent shall send a notice to the Repository in substantially the form
attached as Exhibit A.
(c) Materiizl Event Notices.
(1) The Dissemination Agent shall, promptly after obtaining actual knowledge of the
occurrence of any event that it believes may constitute a Material Event, contact the chief financial
officer of the Issuer
or his or her designee, or such other person as the Issuer shall designate in writing to
the Dissemination Agent from time to time, inform such person of the event, and request that the Issuer
promptly notify the Dissemination Agent in writing whether or not to report the event pursuant to
Section 4(c) (3).
(2) The Issuer will promptly respond in writing to any such request. Whenever the Issuer
obtains knowledge of the occurrence of a Material Event, because of a notice from the Dissemination
Agent pursuant to this subsection
(c) or otherwise, the Issuer shall promptly determine if such event
would be material under applicable federal securities law. If the Issuer has determined that knowledge
. of the occurrence of a Material Event would be material under applicable federal securities law, the
Issuer shall promptly
so notify the Dissemination Agent in writing. Such notice shall instruct the
Dissemination Agent to report the occurrence pursuant to Section 4(c)(3). If the Issuer has determined
that knowledge of a Material Event would not be material under federal securities law, the Issuer shall
promptly so notie the Dissemination Agent in writing. Such notice shall instruct the Dissemination
Agent not to report the occurrence pursuant to Section 4(c)(3).
(3) If the Dissemination Agent has been given written instructions by the Issuer to report
the occurrence of a Material Event, the Dissemination Agent shall promptly file a notice of such
occurrence with the Repository, with copies to the Issuer. Notwithstanding the foregoing, notice of
Material Events described in Sections 3(u)(8) and (9) need not be given under this subsection any earlier
than the notice (if any) of the underlying event is given to the Owners of affected Bonds pursuant to the
Bond Resolution.
(a) Duties, Immunities and Liabilities of Dissemination Agent. The Dissemination Agent shall have
only such duties
as are specifically set forth in these Disclosure Instructions, and the Issuer agrees to indemnify and
save the Dissemination Agent, its officers, directors, employees and agents, harmless against any loss, expense and
liabilities which it may incur arising out of
or in the exercise or performance of its powers and duties hereunder,
including the costs and expenses (including attorneys fees) of defending against any claim of liability, but
excluding liabilities due to the Dissemination Agent’s negligence or willful misconduct. The obligations of the
Issuer under this Section shall survive resignation or removal of the Dissemination Agent and payment of the
Bonds. The Dissemination Agent shall not be responsible in any manner for the content of any notice or report
prepared by the Issuer pursuant to these Disclosure Instructions.
(e) Orher Designated Agents. The Issuer may, fiom time to time, appoint or designate a
Designated Agent to submit Annual Reports, Material Event notices, and other notices or reports pursuant to
these Disclosure Instructions. The Issuer hereby appoints the Dissemination Agent and the Designated Agent(s)
solely for the purpose of submitting Issuer-approved Annual Reports, Material Event notices, and other notices
or reports pursuant to these Disclosure Instructions. The Issuer may revoke this designation at any time upon
written notice to the Designated Agent.
Section 5. Termination of Reporting Obligation. The Issuer’s obligations under these Disclosure
Instructions shall terminate upon the legal defeasance, prior redemption or payment in full of all of the Bonds. If
the Issuer’s obligations hereunder are assumed in full by some other entity as permitted in the Bond Resolution,
such person shall be responsible for compliance with under these Disclosure Instructions in the same manner as if
it were the Issuer, and the Issuer shall have no further responsibility hereunder. If such termination or substitution
occurs prior to the fmal maturity of the Bonds, the Issuer shall give notice of such termination or substitution in the
same manner as for a Material Event under Section 3(b).
B-4
Section 6. Amendment; Waiver. Notwithstanding any other provision of these Disclosure
Instructions, the Issuer and the Dissemination Agent, if any, may amend of these Disclosure Instructions (and the
Dissemination Agent shall not unreasonably refuse to execute any amendment so requested by the Issuer) and any
provision of these Disclosure Instructions may be waived, provided that: (a) Bond Counsel
or other counsel
experienced in federal securities law matters provides the Issuer and the Dissemination Agent, if any, with its
opinion that the undertaking of the Issuer contained herein, as so amended or after giving effect to such waiver, is
in compliance with the SEC Rule and all current amendments thereto and interpretations thereof that are applicable
to these Disclosure Instructions; (b) if the amendment or waiver relates to Sections 2(a) or 3(u), it may only be
made in connection with a change in circumstances that arises from a change in law or legal requirements, or
change in the identity, nature or status of an obligated person with respect to the Bonds,
or the type of business
conducted; and (c) the amendment or waiver is either (1) approved by the Owners of the Bonds in the same
manner as provided in the Bond Resolution with consent of the Owners, or (2) does not in the opinion of Bond
Counsel materially impair the interests of the Owners
or Beneficial Owners of the Bonds.
If there is an amendment or waiver of a provision of these Disclosure Instructions, the Issuer shall describe
such amendment in the next Annual Report, and shall include, as applicable, a narrative explanation of the'reason
for the amendment or waiver and its impact on the type (or, in the case of a change of accounting principles, on the
presentation) of Financial Information or Operating Data being presented by the Issuer. In addition, if the
amendment relates to the accounting principles to be followed in preparing financial statements: (a) notice of such
change shall be given in the same manner
as for a Material Event under Section 3@), and (b) the Annual Report
for the year in which the change is made should present a comparison (in narrative form and also, if feasible, in
quantitative form) between the financial statements as prepwed on the basis of the new accounting principles and
those prepared on the basis of the former accounting principles.
Section 7. Additional Information. Nothing in these Disclosure Instructions shall be deemed to
prevent the Issuer from disseminating any other information, using the means of dissemination set forth in these
Disclosure Instructions or any other means
of communication, or including any other information in any Annual
Report or notice of occurrence of a Material Event, in addition to that which is required by these Disclosure
Instructions. If the Issuer chooses to include any information in any Annual Report
or notice of occurrence of a
Material Event, in addition to that which
is specifically required by these Disclosure Instructions, the Issuer shall
have no obligation under these. Disclosure Instructions to update such information
or include it in any fhture
Annual Report
or notice of occurrence of a Material Event.
Section 8. Noncompliance. In the event of a failure of the Issuer or the Dissemination Agent, if
any, to comply witli any provision of these Disclosure Instructions, the Participating Underwriter or any Beneficial
Owner of the Bonds may take such actions as may be necessary and appropriate, including seeking mandamus or
specific performance by court order, to cause the Issuer or the Dissemination Agent, if any, as the case may be, to
comply with its obligations under these Disclosure Instructions. Noncompliance with the provisions of these
Disclosure Instructions shall not be deemed an Event of Default under the Bond Resolution, and the sole remedy
under these Disclosure Instructions in the event of any failure of the Issuer or the Dissemination Agent, if any, to
comply with these Disclosure Instructions shall be an action to compel performance.
Section 9. Notices. Any notices or communications to or among any of the parties referenced in
these Disclosure Instructions may be given as follows:
(a) To the Issuer at:
300 West Ash
Salina, Kansas 67402
Attention: Clerk
(b) To the Participating Underwriter at the address set forth in the Bond Resolution or such other
address as is furnished in writing to the other parties referenced herein.
(c) To the Dissemination Agent at the address set forth on Exhibit B attached hereto.
B-5
Any person may, by written notice to the other persons listed above, designate a different address or
telephone number(s) to which subsequent notices or communications should be sent.
Section 10. Electronic Transactions. Actions taken hereunder and the arrangement described
herein may be conducted and related documents may be stored by electronic means.
Section 11. Beneficiaries. These Disclosure Instructions shall inure solely to the benefit of the Issuer,
the Dissemination Agent, if any, the Participating Underwriter and Beneficial Owners from time to time of the
Bonds, and shall create no rights in any other person
or entity.
Section 12. Severability. If any provision in these Disclosure Instructions, the Bond Resolution or
the Bonds relating hereto, shall be invalid; illegal or unenforceable, the validity, legality and enforceability of the
remaining provisions shall not in any way be affected or impaired thereby.
Section 13. Governing Law. These Disclosure Instructions shall be governed by and construed in
accordance with the laws of the State
of Kansas.
CITY OF SALINA, KANSAS
B-6
FORM OF CONTINUING DISCLOSURE INSTRUCTIONS
$2,500,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
DATED MAY 1,2010
THESE CONTINUING DISCLOSURE INSTRUCTIONS (the “Disclosure Instructions”) are
executed and delivered by the Issuer in connection with the issuance of the above-described notes (the ‘Wotes”)
which are being issued simultaneously herewith pursuant to the Note Resolution, in which the Issuer covenants
to enter into this undertaking to provide notice of certain material events with respect to the Notes in order to
assist the Participating Underwriter in complying with the provisions of the SEC Rule. The Issuer is the only
“obligated person” with responsibility for continuing disclosure with respect to the Notes.
Section 1. Definitions. In addition to the definitions set forth in the Note Resolution, which apply to
any capitalized term used in these Disclosure Instructions, unless otherwise defined herein, the following
capitalized terms shall have the following meanings:
“Beneficial Owner” means any registered owner of any Notes and any person which (a) has the power,
directly or indirectly, to vote or consent with respect to, or to dispose of ownership of, any Notes (including
persons holding Notes through nominees, depositories or other intermediaries), or (b) is treated as the owner of any
Notes for federal income tax purposes.
“Designated Agent;’ means Gilmore & Bell, P.C. or one or more other entities designated in writing by
the Issuer to serve as a designated agent of the Issuer for purposes of these Disclosure Instructions.
“Dissemination Agent” means any entity designated in writing by the Issuer to serve as dissemination
agent pursuant to these Disclosure Instructions and which has filed with the Issuer a written acceptance of such
designation substantially in the form attached hereto as Exhiba A.
“EMMA” means the Electronic Municipal Market Access system for municipal securities disclosures
(www.einma.msrb.org).
“Fiscal Year” means the one year period ending December 3 I, or such other date or dates as may be
adopted by the Issuer for its general accounting purposes.
“Issuer” means the City and any successors or assigns.
“Material Events” means any of the events listed in Section 2(u) hereof.
“MSRB” means the Municipal Securities Rulemaking Board.
“Note Resolution” means the resolution of the governing body of the Issuer authorizing the issuance of
the Notes.
“Official Statement” means the Issuer’s Official Statement for the Notes dated April 19,2010.
“Participating Underwriter” means any of the original underwriters of the Notes required to comply
with the SEC Rule in connection with offering of the Notes.
“Repository’’ means the MSRB via EMMA.
B-7
“SEC” means the Securities and Exchange Commission of the United States.
“SEC Rule” means Rule 15c2-12(b)(5) adopted by the SEC under the Securities Exchange Act of 1934,
as the same may be amended from time to time.
Section 2. Reporting of Material Events.
(a) Pursuant to the provisions of this Section, the Issuer shall give, or cause the Dissemination Agent,
if any, to give, notice of the occurrence of any of the following events with respect to the Notes, if the Issuer deems
such events to be material:
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws on debt service reserves reflecting financial difficulties;
unscheduled draws on credit enhancements reflecting financial difficulties;
substitution of credit or liquidity providers, or their failure to perform;
adverse tax opinions or events affecting the tax-exempt status of the Notes;
modifications to rights of Noteowners;
optional, contingent
or unscheduled note calls;
defeasances;
release, substitution
or sale of property securing repayment of the Notes; or
rating changes.
(b) Such notice shall be given by promptly filing a notice of such occurrence with the Repository.
Notwithstanding the foregoing, notice of Material Events described in subsections (a)@) and (9) need not be given
under this subsection any earlier than the notice (if any) of the underlying event is given to the Owners of affected
Notes pursuant to the Note Resolution.
Section 3. Dissemination Agent.
(a) General. The Issuer may, from time to time, appoint or engage a Dissemination Agent to assist it
in carrying out its obligations under these Disclosure Instructions, and may discharge any such Dissemination
Agent, with
or without appointing a successor Dissemination Agent.
(b) Material Event Notices.
(1) The Dissemination Agent shall, promptly after obtaining actual knowledge of the occurrence of
any event that it believes may constitute a Material Event, contact the chief financial officer of the
Issuer or his or her designee, or such other person as the Issuer shall designate in writing to the
Dissemination Agent from time to time, inform such person of the event, and request that the Issuer
promptly notify the Dissemination Agent in writing whether or not to report the event pursuant to
Section 3(b)(3).
(2) The Issuer will promptly respond in writing to any such request. Whenever the Issuer obtains
knowledge of the occurrence
of a Material Event, because of a notice from the Dissemination Agent
pursuant to this subsection (c) or otherwise, the Issuer shall promptly determine if such event would be
material under applicable federal securities law. If the Issuer has determined that knowledge of the
occurrence of a Material Event would be material under applicable federal securities law, the Issuer
shall promptly so notify the Dissemination Agent in writing. Such notice shall instruct the
Dissemination Agent to report the occurrence pursuant to Section 3(b)(3). If the Issuer has determined
that knowledge of a Material Event would not be material under federal securities law, the Issuer shall
promptly so notify the Dissemination Agent in writing. Such notice shall instruct the Dissemination
Agent not to report the occurrence pursuant to Section 3(6)(3).
B-8
(3) If the Dissemination Agent has been given written instructions by the Issuer to report the
occurrence of a Material Event, the Dissemination Agent shall promptly file a notice of such occurrence
with the Repository, with copies to the Issuer. Notwithstanding the foregoing, notice of Material Events
described
in Sections 2(a)(8) and (9) need not be given under this subsection any earlier than the notice
(if any) of the underlying event is given to the Owners of affected Notes pursuant to the Note
Resolution.
(c) Duties, Immunities and Liabilities of Dissemination Agent. The Dissemination Agent shall have
only such duties as are specifically set forth in these Disclosure Instructions, and the Issuer agrees to indemnify and
save the Dissemination Agent, its officers, directors, employees and agents, harmless against any loss, expense and
liabilities which it may incur arising out of or in the exercise or performance of its powers and duties hereunder,
including the costs and expenses (including attorneys fees) of defending against any claim of liability, but
excluding liabilities due to the Dissemination Agent’s negligence or willful misconduct. The obligations of the
Issuer under this Section shall survive resignation or removal
of the Dissemination Agent and payment of the
Notes. The Dissemination Agent shall not be responsible in any manner for the content of any notice or report
prepared by the Issuer pursuant to these Disclosure Instructions.
(d) Other Designated Agents. The Issuer may, from time to time, appoint or designate a
Designated Agent to submit Material Event notices, and other notices or reports pursuant to these Disclosure
Instructions. The Issuer hereby appoints the Dissemination Agent and the Designated Agent(s) solely for the
purpose of submitting Issuer-approved Material Event notices, and other notices or reports pursuant to these
Disclosure Instructions. The Issuer may revoke this designation at any time upon written notice to the
Designated Agent.
Section 4. Termination of Reporting Obligation. The Issuer’s obligations under these Disclosure
Instructions shall terminate upon the legal defeasance, prior redemption or payment in full of all of the Notes. If
the Issuer’s obligations hereunder are assumed in fill by some other entity as permitted in the Note Resolution,
such person shall be responsible for compliance with under these Disclosure Instructions in the same manner as if
it were the Issuer, and the Issuer shall have no firther responsibility hereunder. If such termination or substitution
occurs prior to the final maturity of the Notes, the Issuer shall give notice of such termination or substitution in the
same manner as for a Material Event under Sectwn 2@).
Section 5.
Amendment; Waiver. Notwithstanding any other provision of these Disclosure
Instructions, the Issuer and the Dissemination Agent, if any, may amend of these Disclosure Instructions (and the
Dissemination Agent shall not unreasonably refuse to execute any amendment
so requested by the Issuer) and any
provision of these Disclosure Instructions may be waived, provided that: (a) Bond Counsel or other counsel
experienced in federal securities law matters provides the Issuer and the Dissemination Agent, if &y, with its
opinion that the undertaking of the Issuer contained herein,
as so amended or after giving effect to such waiver, is
in compliance with the SEC Rule and all current amendments thereto and interpretations thereof that are applicable
to these Disclosure Instructions; (b) if the amendment or waiver relates to Sections 2(’), it may only be made in
connection with
a change in circumstances that arises fiom a change in law or legal requirements, or change in the
identity, nature or status of an obligated person with respect to the Notes, or the type of business conducted; and (c)
the amendment or waiver is either (1) approved by the Owners of the Notes in the same manner as provided in the
Note Resolution with consent of the Owners, or (2) does not in the opinion of Bond Counsel materially impair the
interests of the Owners or Beneficial Owners of the Notes.
In the event of any amendment or waiver of a provision of these Disclosure Instructions, the Issuer shall be
given in the same manner as for a Material Event.
Section 6. Additional Information. Nothing in these Disclosure Instructions shall be .deemed to
prevent the Issuer from disseminating any other information, using the means of dissemination set forth in these
Disclosure Instructions or any other means of communication, or including any other information in any notice of
occurrence of a Material Event, in addition to that which is required by these Disclosure Instructions. If the Issuer
chooses to include any information in any notice of occurrence of a Material Event, in addition to that which is
B-9
specifically required by these Disclosure Instructions, the Issuer shall have no obligation under these Disclosure
Instructions to update such information or include it in any future notice of occurrence of a Material Event.
Section 7.
Noncompliance. In the event of a failure of the Issuer or the Dissemination Agent, if
any, to comply with any provision of these Disclosure Instructions, the Participating Underwriter or any Beneficial
Owner of the Notes may take such actions as may be necessary and appropriate, including seeking mandamus or
specific performance by court order, to cause the Issuer
or the Dissemination Agent, if any, as the case may be, to
comply with its obligations under these Disclosure Instructions. Noncompliance with the provisions of these
Disclosure Instructions shall not be deemed an Event of Default under the Note Resolution, and the sole remedy
under these Disclosure Instructions in the event of any failure of the Issuer or the Dissemination Agent, if any, to
comply with these Disclosure Instructions shall be an action to compel performance.
Section 8. Notices. Any notices or communications to or among any of the parties referenced in
these Disclosure htructions may be given as follows:
(a) To the Issuer at:
300WestAsh
Salina, Kansas 67402
Attention: Clerk
(b) To the Participating Underwriter at the address set forth in the Note Resolution or such other
address as is furnished in writing to the other parties referenced herein.
(c)
Any person may, by written notice to the other persons listed above, designate a different address or
To the Dissemination Agent at the address set forth on ExhibitA attached hereto.
telephone number@) to which subsequent notices or communications should be sent.
Section 9. Electronic Transactions. Actions taken hereunder and the arrangement described
herein may be conducted and related documents may be stored by electronic means.
Section 10. Beneficiaries. These Disclosure Instructions shall inure solely to the benefit of the Issuer,
the Dissemination Agent, if any, the Participating Underwriter and Beneficial Owners from time to time of the
Notes, and shall create no rights in any other person or entity.
Section 11. Severability. If any provision in these Disclosure Instructions, the Note Resolution or the
Notes relating hereto, shall be invalid, illegal or unenforceable, the validity, legality and enforceability of the
remaining provisions shall not
in any way be affected or impaired thereby.
Section 12. Governing Law. These Disclosure Instructions shall be governed by and construed in
accordance with the laws of the State of Kansas.
CITY OF SALINA, KANSAS
B-10
CERTIFICATE DEEMING
PRELIMINARY OFFICIAL STATEMENT FINAL
March 22,2010
TO: Country Club Bank
Prairie Vlllage, Kansas
Country Elub Bank
Prairie Village, Kansas
Re: $2,500,000* City of Salina, Kansas, General Obligation Temporary Notes, Series
2010-1 and $6,915,000’ City of Salina, Kansas, General Obligation Internal
Improvement and Refunding Bonds, Series 201 0-A
Ladies and Gentlemen:
The undersigneds are the duly acting Mayor and Clerk of the City of Salina, Kansas (the
“Issuer”), and are authorized to deliver this Certificate to the addressee (the “Purchaser”) on behalf of the
Issuer. The Issuer has heretofore caused to be delivered to the Purchaser copies of the Preliminary
Official Statement (the “Preliminary Official Statement”), relating to the above-referenced notes and
bonds (the “Securities”).
For the purpose of enabling the Purchaser to comply with the requirements of Rule 15c2-12(b)( 1)
of the Securities and Exchange Commission (the “Rule”), the Issuer hereby deems the information
regarding the Issuer contained in the Preliminary Official Statement to be final as of its date, except for
the omission of such information as is permitted by the Rule, such as offering prices, interest rates, selling
compensation, aggregate principal amount, principal per maturity, delivery dates, ratings, identity of the
undenvnters and other terms of the Securities depending on such matters.
Very truly yours,
- CITY OF SALINA, KANSAS
Title: Clerk 0
* Prelimmary; subject to change.
(First Published in the Se-
lina Journal 18,2010)
SUMMARY%mCE OF
Publisher's Affidavit
L Tiffanv Modlin , being duly sworn
declare that I am the
of THE SALINA JOURNAL, a daily newspaper
published at Salina, Saline County, Kansas, and of
general circulation' in said county, which newspaper
has been admitted to the mails as second class matter in
said county, and continuously and uninterruptedly
pddished for fivc consecutive years prior to first
publication of attached notice, and that the
Bond Sale Series 2010-A & Series 2010-B
has bccn correctly published m the entlre issues of said
newspaper one time, publication being given in the
2010
l-
Notice
day of AD.20 [a
Printer's Fce $363.00
BOND SALE
IXV OF SAUNA,
KANSAS 52,630,OW GENERAL OBLIGATION INTERNAL IMPROVE-
MENT AND REFUNDING BONDS
IMPROVEMEMT BONDS SERIES 2010-8
BUILD AMERICA BOkDS -DIRECT PAY)
(GENERAL OBLIGATION BONDS PAYABLE FROM
UNLIMITED AD VALOREM TAXES)
Bids. Subiect to the.Nc- 8ce of Bond Sale dated
March 22 2010 written and
electmnh bids WfU be
recewed on behalf d the Clerk of the City 01 Salina.
Kansas (the "Issuer') in the case 01 written blds. at
the address set forth be- low, and in the case of
electronic bids. through PARITYO until 1.00 p.m.
Central Time on APRlL 19.2010
for the ourchase
of .the above-reierenced bonds (the Bonds-) No
bld of less than 100.046 of lhe phcipal amount of the
Series 20310-A Bonds and accrued interest thereon
lo the dale of dellvery will be msldered.
No bid of
less than 99.0% of the arlnciaal amount of the
Series 2010-8 Bonds and accrued interest thereon
to the date
of delivery will be considered
Bond Details The Bonds WIII comst of iuuy
regislered bonds in thc denomlngion o! $5,000 or
any inte rai multiple thereof. ?he Bonds will
be deled May 1 2010 and mll become hue 04
October 1 tn the years as follows:
201 1 $61 0 000 2012 s35:OOo
2013 640,000 2014 435,000
2015 25,000 2016 25.000
2017 25 000
2018 30:ow
2019 30.000
2020 30.000 2021 30.000
2022
~,wo 2023 30.000
2024 25,000
2025 30.W
fERlEs 2MD-8 BONDS
PrtnclPle Year 201 1
2012 250,000 2013 255,000
2014 255.000 2015 260.000
201 8 265,000
2017 275,000
201 8 28O.ooo 201 9 290.W
2020 2021
2022 320000
2024 950 W 2025 3W:WO
* Preliminary; subject to
%5%
3%
2023 3353000
change
The Bonds wlll bear inter-
est fmm the date thereof et rates to be determined
when the Bonds era sold es hereinatter provlded.
which interest will be py; able
smlannmlly on pril
1 and October 1 in each year, beglnmng on Apni 1,
2011. Book-Entry-Only Sys.
tem TheBondsshallbe regislered under a
booksntry-only system aarnlnlsterea through
DTC.
Paylng Agent and Bond
Registrar
. Treasurer cl the State
01 Kansas,
Topeka, Kansas. Good Faith Deposlt
Each bid lor a senes of the Bonds shall be accom-
panled by a good lakh de- posit in me form 01 a cash-
ier's or cedifled check drawn on a bank located In the United States of America or a qualified fl.
nandal surey bond in the amount 01 2 A of the pdn-
cipal amount of the appll- cable
Series of Bonds.
Delivery. The Issuer will pay for pnnting the Bonds
and will deliver the same properly prepared, exe
cuted and registered with- out cost to the Euccessful
bidder on or about May 5.
2010. to DTC lor the EC-
count of the successful bidder
Assessed Valualion and Indebtedness. The
Equalhed hessed Tan- gible Valuation lor Compu.
tation of Bonded Deb1 Urnitations for
the year
2009 Is $2 893 359 541 The iota1 g;lne&l othge- .
lion indebtedness 01 the Issuer as 01 the Dated
Date. mcluding the Bonds being soid. 16
559,925,000. Approval of Bonds.
The Bonds will be sold subject to the legal opin Ion of Gllmore & Bell P.C.. Kansas City. Mis:
souri Bcnd Counsel whose approving legal
opinion as to Me vafid
the Bonds wlil be?;!
nkhed end pad lor by the Issuer. orinted on the
delivered
Addltlonsl Intormatlon. If the Cty determines that
the sale
of Build Amerlca Bonds is not In its best m-
teres& the Series 2010-8 Bonds'mq be combined
wlth the Series 20104 Bonds. .Inlormetion re
parding the Cltpi
dectlon o issue Build America
Bonds and any other eddi- tional information regard-
ing he Bonds may be ob lained from the under.
slgned or from the Fman- cia1 Abvlsor, at the ad-
dresses set forth belo*nr DATED March 22,201 0.
CITY OF SALINA,
KANSAS
By: Ueu Ann Elsey.
City Clerk
Written and Facsimile Bid and Good Falth h
posit Delimy Address: 300 Salina West Kansas Ash 67402
AM: * Rod Fanz. Fi
nance Director Phone
-_-- No.
Emall: MQsalma.oQ Financial Advisor:
Ge eKBaumBCa. 4~0Xain Street,
Suite 500
Kansas City. Missouri
(816)474-1100 Phone No.
Fax NO. (816)283-5326 Ernall.
309-5735
c"), ax o (785)309-5738
Attn 64112 DavidArterberry
State of Kansas
Office of Secretary of State
Chris Biggs
AfJidavit of Publication
I, Chris Biggs, Secretary of State of the State of Kansas, do hereby certify that I am the
publisher of the Kansas Register, a newspaper published pursuant to K.S.A.
75-430, and that
the attached is a true copy of the notice which appeared therein on the date given below:
April 8,2010
In Testimony Whereof:
I hereto set my hand and cause to be
affixed my official seal. Done at the
9th City of Topeka this day of
April 2010 A.D.
Chris Biggs
Secretary of State
452 - Kansas Register HearingBond Sale
Street (including parking garage and Tammen Hall); and
1729 Humboldt Street;
(f) in Arvada, Colorado, at 7981 A and B, 7991 and 8001
(including rear) West 71st Avenue;
(g) in Lafayette, Colorado, at 200 and 300 Exempla Cir-
cle; and
(h) in Wheat Ridge, Colorado, at 3210, 3400, 3455 (in-
cluding Suites 210 and 270), 3550,3555 and 3655 Lutheran
Parkway; 8098, 8136,8298 and 8300 West 38th Avenue;
current basis the Colo-
nue Bonds Series 1989
) (Exempla 1989 Bonds);
ay certain costs assoa-
The bonds, when issued, w limited obligation of
the KDFA and will not cons
The public hearing is re
Internal Revenue Code of
uals who appear at the h
previously filed with
Kansas Ave., Suite 202,
In accordance with the Americans with Disabilities Act,
any person with a disability as defined by the AQA need-
ing special accommodations to participate in the public
hearing should contact Rebecca Floyd at (785) 357-4445
not later than tuso business days prior to the public hear-
Steven
R. Weatherford
President
ing.
Doc. No. 038187
(Pubhhed in lhe Kansas Regster Apnl8.2010 )
Summary Notice of Bond Sale
City of Salina, Kansas
$2,630,000*
General Obligation Internal Improvement
and Refunding Bonds
Series 2010-A
!$4,290,000*
Taxable General Obligation Internal
Improvement Bonds
Series 2010-B
(Build America Bonds - Direct Pay)
(General obligation bonds payable from
unlimited ad valorem taxes)
I
Bids
Subject to the notice of bond sale dated March 22,2010,
written and electronic bids will be received on behalf of
the clerk of the city of Salina, Kansas (the issuer), in the
case of written bids, at the address set forth below, and
in the case of electronic bids, through PARITY,
until 1
p.m. April 19,2010, for the purchase of the above-refer-
enced bonds.
No bid of less than 100.0 percent of the prin-
cipal amount
of the Series 2010-A Bonds and accrued in-
terest thereon to the date of delivery will be considered.
No bid of less than 99.0 percent of the principal amount
of the Series 2010-B Bonds and accrued interest thereon
to the date of delivery
will be considered.
Bond Details
The bonds will consist of fully registered bonds in the
denomination of $5,000 or any integral multiple thereof.
The bonds will be dated May 1,2010, and will become
due on October 1 in the years as follows:
Series 2010-A Bonds
Principal
Year Amount,
201 1 $610,000
2012 635,000
2013 640,000
2014 435,000
2015 25,000
2016 25,000
2017 25,000
201 8 30,000
2019 30,000
2020 30,000
2021 30,000
2022 30,000
2023 30,000
2024 25,000
2025 . 30,000
Series 2010-B Bonds
. Principal
Year AmOUItt+
2011 $185,000
2012 250,000
2013 255,000
2014 255,000
2015 260,000
0 Kansas Secretq of State zmo
Vol. 29, No. 14, April 8, 2010
463 ' .., Bond Sale/Notice Kansas Register
2016
2017'
2018
2019
2020
2021
2022
2023
2024
2025
265,000
275,000
280,000
290,000
300,000
310,000
320,000
335,000
350,000
360,000
The bonds will bear interest from the date thereof at
rates to be determined when the bonds are sold as here-
inafter provided, which interest will be payable semian-
nually on April 1 and October 1 in each year, beginning
April 1,2011.
Book-Entry-Only System
system administered through DTC.
Paying Agent and Bond Registrar
Good Faith Deposit
Each bid for a series of the bonds shall be accompanied
by a good faith deposit in the form of a cashier's or cer-
tified check drawn on a bank located in the United States
or a qualified financial surety bond in the amount of 2
percent of the principal amount of the applicable series
... of bonds.
Delivery
The issuer will pay for printing the bonds and will de-
liver the same properly prepared, executed and regis-
tered without cost to the successful bidder on or about
May 5, 2010, to DTC for the account of the successful
bidder.
Assessed Valuation and Indebtedness
The equalized assessed tangible valuation for compu-
tation of bonded debt limitations for the year 2009 is
$2,893,359,541. The total general obligation indebtedness
of the issuer as of the dated date, including the bonds
being sold, is $59,925,000.
Approval of Bonds
The bonds will be sold subject to the legal opinion of
Gilmore & Bell, P.C., Kansas City,-Missouri, bond coun-
sel, whose approving legal opinion as to the validity of
the bonds will be furnished and paid for by the issuer,
printed on the bonds and delivered to the successful bid-
der when the bonds are delivered.
Additional Information
Jf the city determines that the sale of Build America
Bonds is not in its best interests, the Series 2010-B Bonds
may be combined with the Series 2010-A Bonds. Mor-
mation regarding the city's election to issue Build Amer-
ica Bonds and any other additional information regarding
the bonds may be obtained from the undersigned, or from
the'financial advisor, at the addresses set forth below.
Written and Facsimile Bid and Good Faith Deposit
The bonds shall be registered under a book-entry-only
. Kansas State Treasurer, Topeka, Kansas.
l
(- Delivery Address:
300 W. Ash
Salina,
KS 67402
Attn: Rod Franz, Finance Director
(785) 309-5735
FW (785) 309-5738
E-mail: rfranz@salina.org
George K. Baum & Co.
4801 Main St., Suite 500
Kansas City, MO 64112
Attn: David Arterberry
(816) 474-1100
Fax (816) 283-5326
E-mail: arteberry@gkbaum.com
Dated March 22,2010.
Financial Advisor:
City of Salina, Kansas
By: Lieu Ann Elsey, City Clerk
*Preliminary; subject to change.
Doc. No. 038194
Private Letter
P-ZOlMOl Pet
een private letter rulings and
at a Kansas quarry and delivered
Joan Wagnon
Secretary of Revenue
Doc No. 038188
Vol. 29, No. 14, April 8,2010
In the opinion of Gilmore di Bell, P.C., Kansas Ci&, Missouri, Bond Counsel, under existing law and assuming
continued compliance with certain requirements of the Internal Revenue Code of1986, as amended, the interest on
the Notes
is excludedfrom gross income for federal income tax purposes, and is not an item of tax preference for
purposes ofthe federal alternative minimum tax imposed on individuals and corporations and is not taken into
account in determining adjusted current earnings for the purpose of computing the alternative minimum tax imposed
on certain corporations. The interest
on the Bonak is excludedfiom gross income for federal income tax purposes,
and is not an item of tax preference for purposes ofthe federal alternative minimum tax imposed on individuals and
corporations but
& taken into account in determining adjusted current earnings for the purpose of computing the
alternative minimum tax imposed on certain corporations. The interest on the Notes and Bonh is excluded from
computation of Kansas adjusted gross income The Notes and Bonds are “qualified tax-exempt obligations” within
the meaning of Section 265(b)(3) of the Internal Revenue Code of 1986, as amended. See TAXMAiTEm herein.
New Issues
Book-Entry Only
Bank Qualified
Moody’s Ratings: Bonds- “Aa3”
Notes- “MIG 1”
$2,500,000 CITY OF SALINA. KANSAS GENERAL OBLIGATION TEMPORARY NOTES SERIES 2010-1
$6,875,000 CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS SERIES 2010-A
Dated: May 1,2010 Due: As Shown Herein
The Series 2010-1 Notes (the ‘Wotes”) will be issued as fully registered notes in the denomination of
$5,000 or any integral multiple thereof. The Notes shall be initially registered in the name of Cede & Co., as
nominee of The Depository Trust Company (“DTC”), New York, New York, to which payment of principal and
interest will be made. Individual purchases of Notes will be made in book-entry form. Purchasers will not receive
certificates representing their interest in the Notes purchased. Interest on the Bonds will be payable semiannually on
February 1, 2011 and August 1, 2011. Principal and interest on the Notes will be payable by check, draft, or wire
transfer
from the Treasurer of the State of Kansas (the ‘Wote Paying Agent”). The Notes are subject to
redemption prior to maturity.
The Series 2010-A Bonds (the “Bonds”) will be issued as fully registered bonds in the denomination of
$5,000 or any integral multiple thereof. The Bonds shall be initially registered in the name of Cede & Co., as
nominee of DTC to which payment of principal and interest will be made. Individual purchases of Bonds will be
made in book-entry only form. Purchasers will not receive certificates representing their interest
in the Bonds
purchased. Principal on the Bonds will be payable on each October 1 in the years shown herein. Interest on the
Bonds will be payable semiannually on April 1 and October 1 of each year until maturity, commencing on April 1,
201 1. The principal of and interest on the Bonds will be payable by check, draft, or wire transfer ftom the Treasurer
of the State of Kansas (the “Bond Paying Agent”). The Bonds are subject to redemption at the option of the City as
fiuther described herein.
MATURITY SCHEDULES
(see inside front cover)
The full faith, credit, and resources of the City are irrevocably pledged for the prompt payment of the
principal and interest on the Notes and Bonds
as the same becomes due. See THE NOTES - “Security” and THE
BONDS - “Security” herein.
The Notes and Bonds are offered when, as and if issued by the City and received by the Underwriters
subject to the approval of Bond Counsel. It is expected that the Notes and Bonds will be available for delivery
through the facilities ofDTC on or about May 5,2010.
The date ofthis Official Statement is April 19,2010
THIS COVER PAGE CONTAINS INFORMATION FOR QUICK REFERENCE ONLY IT IS
THE ENTIRE OFFICIAL STATEMENT TO OBTAIN INFORMATION ESSENTIAL TO THE MAKING OF AN INFORMED INVESTMENT DECISION
A SUMMARY OF THE ISSUE INVESTORS MUST READ
MA TURITY SCHEDUL ES
$2,500,000
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
Yield
- Rate - Maturity Amount
08-01-1 1 $2,500,000 1.000% 0.700%
Base
794743
V27
cu s1 P(’)
The Notes are not subject to redemption prior to maturity.
$6,875,000
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
Maturity
10-01-11
10-0 1-1 2
10-01-13
10-01-14
10-01 -1 5
10-01-1 6
10-01-1 7
10-01-18
10-01-19*
10-0 1-20*
10-01-2 1
*
10-01-22*
Maturity
10-0 1-25 *
Amount
$775,000
865,000
880,000
695,000
285,000
290,000
300,000
3 10,000
320,000
330,000
340,000
350,000
SERIAL BONDS
- Rate
2.000%
2.000
2.000
2.000
2.000
2.300
2.600
2.850
3.000
3.150
3.300
3.400
TERM BOND
Amount
- Rate
$1,135,000 3.875%
Yield
0.750%
1
.ooo
1.300
1.650
2.000
2.300
2.600
2.850
3.000
3.150
3.300
3.400
Yield
3.550%
-
Base
794743
v35
v43
V50
V68
V76
V84
V92
W26
w34
W42
w59
W67
CUSIP“’
Base
794743
w91
CUSIP“’
*The Bonds maturing on or after October 1,2019, will be subject to redemption prior to maturity at the option of the
City on October 1, 2018, and thereafter, in whole
or in part on any date, in principal amounts of $5,000 or any
integral multiple thereof, at a price equal to
100% of the principal amount of Bonds to be redeemed plus accrued
interest to the date fixed for redemption. The Term Bond
is also subject to mandatory redemption. See THE
BONDS - “Redemption Provisions” herein.
‘“CUSIP numbers have been assigned to this issue by Stanhrd & Poor S CUSIP Service Bureau, a division of the McGraw-Hill Companies, Inc..
Neirher rhe Issuer nor the Undemnters shall be and are included sorely for the convenience of rhe Owners of the Notes and the Ban&
responsible for the selection or correctness of the CUSIP numbers set forrh above
CITY OF SALINA, KANSAS
300 West Ash
CityKounty Building - Room 206
P. 0. Box 736
Salina, Kansas 67402-0736
CITY COMMISSION
M. Luci Larson, Mayor
Aaron Peck, Vice Mayor
Samantha Angell, Commissioner
Norman Jennings, Commissioner
Tom Arpke, Commissioner
.
CITY STAFF
Jason Gage, City Manager
Mike Schrage, Deputy City Manager
Rodney Franz, Finance Director
Lieu Ann Elsey, City Clerk
CITY ATTORNEY
Greg Bengtson
Clark, Mize & Linville, Chartered
Salina, Kansas
BOND COUNSEL
Gilmore & Bell, P.C.
Kansas City, Missouri
FINANCIAL ADVISOR
George K. Baum & Company
Kansas City, Missouri
No person has been authorized by the City or the Underwriters to give any information or to make any
representations with respect to the Notes
or Bonds to be issued. other than those contained in this Ofiicial Statement.
and if given
or made. such other information or representations not so authorized must not be relied upon as having
been given or authorized by the City
or the Underwriters . This Official Statement is not to be used in connection
with an offer to sell
or the solicitation of an offer to buy in any state in which such offer or solicitation is not
authorized
or in which the person making such offer or solicitation is not qualified to do so or to any person to
whom it is unlawful to make such offer
or solicitation .
All financial and other information presented herein. except for information expressly attributed to other
sources. has been provided by the City from its records and is intended to show recent historic information
. Such
information is not guaranteed as to accuracy
or completeness . All descriptions of laws and documents contained
herein are only summaries and are qualified in their entirety by reference to such laws and documents
. Information
and expressions of opinion herein are subject to change without notice and neither the delivery of this Official
Statement nor any sale of the Notes
or Bonds shall. under any circumstances. create any implication that the
information contained herein has remained unchanged since the respective dates as of which such infomation is
given
.
TABLE OF CONTENTS
Page
INTRODUCTORY STATEMENT ..... .............. 1
General .............................................................
Definitions ........................................................
Additional Infomation .....................................
THE NOTES ......................................................
Description .......................................................
Redemption Provisions .....................................
Security .............................................................
Registration, Transfer and Exchange of Notes .
Mutilated, Lost, Stolen or Destroyed Notes ......
Nonpresentment ofNotes .................................
Designation of Note Paying Agent and Bond
Registrar .........................................................
Method and Place of Payment of the Notes ......
Payments Due on Saturdays, Sundays and
Holidays ..........................................................
Book-Entry Notes; Securities Depository .........
THE BONDS ......................................................
Description .......................................................
Redemption Provisions .....................................
Authority ...........................................................
Security .............................................................
Registration, Transfer and Exchange of Bonds
Designation of Bond Paying Agent and Bond
Registrar .........................................................
Method and Place of Payment of the Bonds .....
Payments Due on Saturdays, Sundays and
Holidays ..........................................................
Book-Entry Bonds; Securities Depository ........
THE DEPOSITORY TRUST COMPANY ........
BIDDERS OPTION MUNICIPAL BOND
INSURANCE ....................................................
THE FINANCING PLAN ..................................
The Projects ......................................................
The Refunding Plan ..........................................
SOURCES AND USES OF FUNDS ..................
FINANCIAL OVERVEW ................................
THE CITY OF SALINA, KANSAS ...................
Location and Size .............................................
Government ......................................................
Kansas Public Employees Retirement
System (KPERS) ............................................
Kansas Police and Fire Retirement ...................
Police and Fire Protection .................................
Economic Characteristics .................................
Income ..............................................................
Authority ...........................................................
Population .........................................................
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Building Permits Issued .................................... 16
The Salina Airport Authority ............................ 16
Major Employers ..............................................
Unemployment Rate .........................................
Education ..........................................................
Kansas State University at Salina .....................
Kansas Wesleyan University ............................
Transportation ..................................................
Utilities and Infrastructure ................................
Health Facilities ................................................
Financial Institutions ..........................................
Other Information .............................................
DEBT SUMMARY ............................................
Current Indebtedness ........................................
Overlapping Debt .............................................
Annual Debt Payments .....................................
Historical Debt Information .............................
Future Indebtedness ..........................................
Legal Debt Limits .............................................
Debt Payment Record .......................................
FINANCIAL INFORMATION ..........................
Financial Statement Summary ..........................
Assessed Valuation ..........................................
Estimated Actual Valuation .............................
Special Assessments .........................................
Largest Taxpayers ............................................
Tax Collections ................................................
Sales Tax ..........................................................
Tax Levies ........................................................
Budgeting Procedures .......................................
Appraisal and Assessment Procedures .............
Property Assessment Rates ..............................
Equalization Ratios ..........................................
LEGAL MATTERS ...........................................
TAX MATTERS ................................................
General .............................................................
Tax Matters Applicable to all Securities ..........
Opinion of Bond Counsel .................................
RATING .............................................................
FINANCIAL ADVISOR ....................................
UNDERWRITING .............................................
ABSENCE OF MATERIAL LITIGATION .....
CONTINUING DISCLOSURE .........................
CERTIFICATION OF THIS OFFICIAL
STATEMENT ...................................................
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APPENDIX A . Financial Statements
APPENDIX B . Continuing Disclosure Instructions
$2,500,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION TEMPORARY NOTES
SERIES 2010-1
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
INTRODUCTORY STATEMENT
General
The purpose of this Official Statement is to present certain information concerning the City of Salina,
Kansas (the “City”), and the issuance of its $2,500,000 General Obligation Temporary Notes, Series 2010-1 (the
“Notes”) and its $6,875,000 General Obligation Internal Improvement and Refunding Bonds, Series 2010-A (the
“Bonds”), both dated May 1, 2010. The Notes and Bonds are being issued to provide fhds to permanently finance
certain
fire station, street, sewer, water, and public building improvements within the City and to refund an
outstanding bond issue of the City. See THE FINANCING PLAN herein.
The full faith, credit, and resources of the City are irrevocably pledged for the prompt payment of the
principal and interest on the Bonds as the same becomes due. See THE NOTES - “Security” and THE BONDS -
“Security” herein.
APPENDIX A, containing selected financial data relating to the City, is an integral part of this Official
Statement and should be read in its entirety.
All financial and other information presented herein has been compiled by the City’s financial advisor,
George K. Baum & Company, Kansas City, Missouri (the “Financial Advisor”). Such information has been
provided by the City and other sources deemed to be reliable. The presentation of information herein
is intended to
show recent historic information and is not intended to indicate future or continuing trends in the financial position
or other affairs of the City. Gilmore & Bell, P.C., Kansas City, Missouri, Bond Counsel, has not assisted in the
preparation of this Official Statement, except for the sections titled INTRODUCTORY STATEMENT, THE
NOTES, THE BONDS, LEGAL MATTERS, TAX MATTERS, CONTINUING DISCLOSURE, and APPENDIX B
and, accordingly, expresses no opinion as to the accuracy or sufficiency of any other information contained herein.
Definitions
Capitalized terms not otherwise defined herein shall have the meanings ascribed thereto in the resolution’of
the governing body of the City authorizing the Notes (the “Note Resolution”) and in the resolution and ordinance of
the governing body of the City authorizing the Bonds (the “Bond Ordinance”), as applicable. Copies of the Note
Resolution and the Bond Ordinance are available upon request to the City, the Financial Advisor,
or Bond Counsel.
Additional Information
Additional information regarding the City or the Bonds may be obtained from George K. Baum &
Company, 4801 Main Street, Kansas City, Missouri 641 12, telephone 816-474-1 100.
THE NOTES
Description
The Notes shall consist of fully registered bookentry-only Notes in the denomination of $5,000 or any
integral multiples thereof (the “Authorized Denomination”) and shall be numbered in such manner as the Note
Registrar shall determine. All of the Notes shall be dated May 1,2010, shall become due in the amounts on the Stated
Maturities, with option of prior redemption and payment prior to their Stated Maturities, and shall bear interest at the
rates per annum set forth on the inside cover page of this Official Statement. The Notes shall bear interest (computed
on the basis of twelve 30-day months) fiom the later of the Dated Date
or the most recent Interest Payment Date to
which interest has been paid
on the Interest Payment Dates in the manner hereinafter set forth.
Redemption Provisions
. The Notes are not subject to redemption and payment prior to maturity.
Authority
The Notes are issued pursuant to and in
full compliance with the Constitution and statutes of the State of
Kansas, including without limitation K.S.A. 10-101 et seq. (including particularly K.S.A. 10-123), and K.S.A. 12-
6a01 et seq., all as amended, and the resolution adopted by the City on April 19, 2010, authorizing the issuance of
the Notes (the “Note Resolution”).
Security
The Notes shall be general obligations of the City, payable as to both principal and interest tlom special
assessments levied upon the property benefited by the construction of certain improvements,
or from the proceeds of
the City’s general obligation bonds, and if not so paid, from ad valorem taxes which may be levied without
limitation as to rate or amount upon all the taxable tangible property, real and personal, within the territorial limits of
the City. The full faith, credit and resources of the City are hereby irrevocably pledged for the prompt payment of
the principal of and interest on the Notes as the same become due.
RePistration, Transfer and Exchanee
of Notes
As long as any of the Notes remain Outstanding, each Note when issued shall be registered in the name of the
Owner thereof on the Note Register. Notes may be transferred and exchanged only on the Note Register as hereinafter
provided. Upon surrender of any Note at the principal office of the Note Registrar, the Note Registrar shall transfer or
exchange such Note for a new Note or Notes in any authorized denomination of the same Stated Maturity and in the
same aggregate principal amount
as the Note that was presented for transfer or exchange. Notes presented for transfer
or exchange shall be accompanied by a written instrument or instruments of transfer or authorization for exchange, in a
form and with guarantee of signature satisfactory to the Note Registrar, duly executed by the Owner thereof or by the
Owner’s duly authorized agent.
In all cases in which the privilege of transferring or exchanging Notes is exercised, the Note Registrar shall
authenticate and deliver Notes in accordance with the povisions of the Note Resolution. The Issuer shall pay the fees
and expenses of the Note Registrar for the registration, transfer and exchange of Notes. Any additional costs
or fees
that might be incurred in the secondary market, other than fees of the Note Registrar, are the responsibility of the
Owners of the Notes. In the event any Owner fails to provide a correct taxpayer identification number to the Note
Paying Agent, the Note Paying Agent may make a charge against such Owner sufficient to pay any governmental
charge required to be paid as a result of such failure.
The Issuer and the Note Registrar shall not be required (a) to register the transfer
or exchange of any Note
that has been called for redemption aher notice of such redemption has been mailed by the Note Paying Agent and
during the period of 15 days next preceding the date of mailing of such notice of redemption; or (b) to register the I
2
transfer or exchange of any Note during a period beginning at the opening of business on the day after receiving
written notice from the Issuer of its intent to pay Defaulted Interest and ending at the close
of business on the date
fixed for the payment of Defaulted Interest.
Mutilated, Lost, Stolen or Destroved Notes
If (a) any mutilated Note is surrendered to the Note Registrar or the Note Registrar receives evidence to its
satisfaction of the destruction,
loss or theft of any Note, and (b) there is delivered to the lssuer and the Note Registrar
such security or indemnity as may be required by each of them, then, in the absence of notice to the Issuer or the Note
Registrar that such Note has been acquired by a bona fide purchaser, the Issuer shall execute and, upon the Issuer's
request, the Note Registrar shall authenticate and deliver, in exchange for or in lieu of any such mutilated, destroyed,
lost or stolen Note, a new Note of the same Stated Maturity and of like tenor and principal amount. If any such
mutilated, destroyed, lost
or stolen Note has become or is about to become due and payable, the Issuer, in its discretion,
may pay such Note instead of issuing
a new Note. Upon the issuance of any new Note, the Issuer may require the
payment by the Owner of
a sum sufficient to cover any tax or other governmental charge that may be imposed in
relation thereto and any other expenses (including the fees and expenses of the Note Paying Agent) connected
therewith.
Nonpresentment of Notes
If any Note is not presented for payment when the principal thereof becomes due at Maturity, if funds
sufficient to pay such Note have been made available to the Note Paying Agent all liability of the Issuer to the
Owner thereof for the payment of such Note shall forthwith cease, determine and be completely discharged, and
thereupon it shall be the duty
of the Note Paying Agent to hold such funds, without liability for interest thereon, for
the benefit of the Owner of such Note, who shall thereafter be restricted exclusively to such funds for any claim of
whatever nature on his part under
this Note Resolution or on, or with respect to, said Note. If any Note is not
presented
for payment within four (4) years following the date when such Note becomes due at Maturity, the Note
Paying Agent shall repay to the Issuer the funds theretofore held by it for payment
of such Note, and such Note
shall, subject to the defense of any applicable statute of limitation, thereafter be an unsecured obligation of the
Issuer, and the Owner thereof shall be entitled to look only to the Issuer for payment, and then only to the extent
of
the amount so repaid to it by the Note Paying Agent, and the Issuer shall not be liable for any interest thereon and
shall not be regarded as a trustee of such money.
Designation of Note Paving Agent and Note Registrar
The lssuer will at all times maintab a paying agent and note registrar meeting the qualifications set forth in
the Note Resolution. The Issuer reserves the right to appoint a successor paying agent or note registrar. No resignation
or removal of the paying agent or note registrar shall become effective until a successor has been appointed and has
accepted the duties of paying agent or note registrar. Every paying agent or note registrar appointed by the Issuer shall
at all times meet the requirements
of Kansas law.
The Treasurer of the State of Kansas, Topeka, Kansas (the Tote Registrar" and "Note Paying Agent?) has
been designated by the Issuer as paying agent for the payment of principal of and interest on the Notes and note
registrar with respect to the registration, transfer and exchange of Notes.
Method and Place of Pavrnent of the Notes
The principal of, or Redemption Price, and interest on the Notes shall be payable in any coin or currency
which, on the respective dates of payment thereof, is legal tender for the payment of public and private debts. The
principal
or Redemption Price of each Note and the interest thereon shall be paid at Maturity to the Person in whose
name such Note is registered on the Note Register at the Maturity thereof, upon presentation and surrender of such
Note at the principal office of the Note Paying Agent.
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The interest payable on each Note on any Interest Payment Date shall be paid to the Owner of such Note as
shown on the Note Register at the close of business on the Record Date for such interest (a) by check or draft mailed by
the Note Paying Agent to the address of such Owner shown on the Note Register
or at such other address as is
furnished to the Note Paying Agent in writing by such Owner;
or (b) in the case of an interest payment to Cede & Co.
or any Owner of $500,000 or more in aggregate principal amount of Notes, by electronic transfer to such Owner upon
written notice given to the Note Registrar by such Owner, not less than 15 days prior to the Record Date for such
interest, containing the electronic transfer instructions including the bank,
ABA routing number and account number to
which such Owner wishes to have such transfer directed.
Notwithstanding the foregoing, any Defaulted Interest with respect to any Note shall cease to
be payable to
the Owner of such Note on the relevant Record Date and shall be payable to the Owner in whose name such Note is
registered at the close of business on the Special Record Date for the payment of such Defaulted Interest, which Special
Record Date shall be fixed as hereinafter specified. The lssuer shall notify the Note Paying Agent in writing of the
amount of Defaulted Interest proposed to be paid on each Note and the date of the proposed payment (which date shall
be at least
30 days after receipt of such notice by the Note Paying Agent) and shall deposit with the Note Paying Agent
an amount of money equal to the aggregate amount proposed to be paid in respect
of such Defaulted Interest.
Following receipt of such funds the Note Paying Agent shall
fix a Special Record Date for the payment of such
Defaulted Interest which shall be not more than 15 nor less than 10 days prior to the date ofthe proposed payment. The
Note Paying Agent shall notify the Issuer
of such Special Record Date and shall cause notice of the proposed payment
of such Defaulted Interest and the Special Record Date therefor to be mailed, by
first class mail, postage prepaid, to
each Owner of a Note entitled to such notice not less than 10 days prior to such Special Record Date.
SO LONG AS CEDE & CO. REMAINS THE REGISTERED OWNER OF THE NOTES, THE NOTE
PAYING AGENT SHALL TRANSMIT PAYMENTS TO THE SECURITlES DEPOSITORY, WHICH
SHALL REMIT SUCH PAYMENTS IN ACCORDANCE WITH ITS NORMAL PROCEDURES. See “THE
NOTES - Book-Entry Notes; Securities Depository.”
Payments Due on Saturdays, Sundays and Holidays
In any case where a Note Payment Date is not a Business Day, then payment of principal, Redemption Price
or interest need not be made on such Note Payment Date but may be made on the next succeeding Business Day with
the same force and effect as if made on such Note Payment Date, and no interest shall accrue for the period after such
Note Payment Date.
Book-Entry Notes: Securities DeDositorv
The Notes shall initially be registered to Cede & Co., the nominee for the Securities Depository, and no
Beneficial Owner will receive certificates representing their respective interests in the Notes, except in the event the
Note Registrar issues Replacement Notes. It is anticipated that during the term of the Notes, the Securities
Depository will make book-entry transfers among its Participants and receive and transmit payment of principal of,
premium, if any, and interest on, the Notes to the Participants until and unless the Note Registrar authenticates and
delivers Replacement Notes to the Beneficial Owners as described in the following paragraphs.
The Issuer may decide, subject to the requirements
of the Operational Arrangements of DTC (or a
successor Securities Depository), and the following provisions of this section to discontinue use of the system of
book-entry transfers through DTC (or a successor Securities Depository):
(a) If the Issuer determines (1) that the Securities Depository is unable to properly discharge
its responsibilities, or (2) that the Securities Depository is no longer qualified to act as a securities
depository and registered clearing agency under the Securities and Exchange Act
of 1934, as amended, or
(3) that the continuation of a book-entry system to the exclusion of any Notes being issued to any Owner
other than Cede & Co. is no longer in the best interests of the Beneficial Owners of the Notes; or
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(b) if the Note Registrar receives written notice from Participants having interest in not less
than 50% of the Notes Outstanding, as shown on the records of the Securities Depository (and certified to
such effect by the Securities Depository), that the continuation of
a book-entry system to the exclusion of
any Notes being issued to any Owner other than Cede & Co. is no longer in the best interests of the
Beneficial Owners of the Notes, then the Note Registrar shall notify the Owners of such determination
or
such notice and of the availability of certificates to owners requesting the same, and the Note Registrar
shall register in the name of and authenticate and deliver Replacement Notes to the Beneficial Owners or
their nominees in principal amounts representing the interest of each, making such adjustments as it may
find necessary
or appropriate as to accrued interest and previous calls for redemption; provided, that in the
case of a determination under (a)(l) or (a)(2) of this paragraph, the Issuer, with the consent of the Note
Registrar, may select a successor securities depository in accordance with the following paragraph to effect
book-entry transfers.
In such event, all references to the Securities Depository herein shall relate to the period of time when the
Securities Depository has possession
of at least one Note. Upon the issuance of Replacement Notes, all references
herein to obligations imposed upon
or to be performed by the Securities Depository shall be deemed to be imposed
upon and performed by the Note Registrar, to the extent applicable with respect to such Replacement Notes. If the
Securities Depository resigns and the Issuer, the Note Registrar
or Owners are unable to locate a qualified successor
of the Securities Depository, then the Note Registrar shall authenticate and cause delivery of Replacement Notes-to
Owners, as provided herein. The Note Registrar may rely on information from the Securities Depository and its
Participants as to the names of the Beneficial Owners of the Notes. The cost of printing, registration, authentication,
and delivery of Replacement Notes shall be paid for by the issuer.
In the event the Securities Depository resigns, is unable to properly discharge its responsibilities, or is no
longer qualified to act as a securities depository and registered clearing agency under the Securities and Exchange
Act of 1934, as amended, the Issuer may appoint a successor Securities Depository provided the Note Registrar
receives written evidence satisfactory to the Note Registrar with respect to the ability
of the successor Securities
Depository to discharge its responsibilities. Any such successor Securities Depository shall be a securities
depository which
is a registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
other applicable statute or regulation that operates a securities depository upon reasonable and customary terms.
The Note Registrar upon its receipt of a Note
or Notes for cancellation shall cause the delivery of the Notes to the
successor Securities Depository
in appropriate denominations and form as provided in the Note Resolution.
THE BONDS
Description
The Bonds shall consist
of fully registered book-entry-only bonds in the denomination of $5,000 or any
integral multiples thereof (the “Authorized Denomination”) and shall be numbered in such manner
as the Bond
Registrar shall determine. All of the Bonds
will be dated May 1, 2010, shall become due in the amounts, on the
Stated Maturities, and subject to redemption and payment prior to their Stated Maturities, and shall bear interest at
the rates per annum set forth on the inside cover page of this Official Statement. The Bonds shall bear interest
(computed on the basis of twelve 30-day months) from the later of the Dated Date or the most recent Interest
Payment Date to which interest has been paid on the Interest Payment Dates in the manner hereinafter set forth.
RedemDtion Provisions
Outional Redemption. At the option of the issuer, Bonds
or portions thereof maturing on October 1, 20 19
and thereafter may be called for redemption and payment prior to their Stated Maturity on October 1, 2018, and
thereafter as a whole or in part (selection of maturities and the amount of Bonds of each maturity to be redeemed to be
determined by the Issuer in such equitable manner as it may determine) at any time, at the Redemption Price of 100%
(expressed as a percentage of the principal amount), plus accrued interest thereon to the Redemption Date.
Mandatorv Redemption. The Bonds maturing October 1, 2023 through October 1, 2025 (the “Term
Bond”) shall be subject to mandatory redemption and payment prior to their stated maturity pursuant to the
mandatory redemption requirements hereinafter set forth, at
a redemption price equal to 100% of the principal
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amount thereof, plus accrued interest to the redemption date. The City shall redeem on October 1 in each year the
following principal amounts of such Term Bond:
P ri n ci pa I
Amount
$365,000
380,000
390,000
Year
2023 -
2024
2025
*
*Final maturity of Term Bond
Selection of Bonds to be Redeemed. Bonds shall be redeemed only in an Authorized Denomination. When
less than all of the Bonds are to be redeemed
and paid prior to their Stated Maturity, such Bonds shall be redeemed in
such manner
as the Issuer shall determine, Bonds of less than a full Stated Maturity shall be selected by the Bond
Registrar in minimum Authorized Denomination in such equitable manner as the Bond Registrar may determine. In
the case of a partial redemption of Bonds by lot when Bonds of denominations greater than a minimum Authorized
Denomination are then Outstanding, then for all purposes
in connection with such redemption each minimum
Authorized Denomination of face value shall be treated as though it were a separate Bond of a minimum Authorized
Denomination. If it is determined that one
or more, but not all, of the minimum Authorized Denomination value
represented by any Bond is selected for redemption, then upon notice of intention to redeem such
minimum Authorized
Denomination, the Owner
or the Owner’s duly authorized agent shall forthwith present and surrender such Bond to the
Bond Registrar:
(1) for payment of the Redemption Price and interest to the Redemption Date of such minimurn
Authorized Denomination value called for redemption, and (2) for exchange, without charge to the Owner thereof, for a
new Bond
or Bonds of the aggregate principal amount of the unredeemed portion of the principal amount of such
Bond. If the Owner of any such Bond fails to present such Bond to the Bond Paying Agent for payment and exchange
as aforesaid, such Bond shall, nevertheless, become due and payable on the redemption date to the extent of the
minimum Authorized Denomination value called for redemption (and to that extent only).
Notice and Effect of Call for Redemution. Unless waived by any Owner
of Bonds to be redeemed, if the
Issuer shall call any Bonds
for redemption and payment prior to the Stated Maturity thereof, the Issuer shall give
written notice of its intention to call and pay said Bonds to the State Treasurer and the Purchaser. In addition, the
Issuer shall cause the Bond Registrar to give written notice of redemption to the Owners of said Bonds. Each of said
written notices shall be deposited in the United States first class mail not less than 30 days prior to the Redemption
Date.
All official notices
of redemption shall be dated and shall contain the following information: (a) the
Redemption Date; (b) the Redemption Price; (c) if less than all Outstanding Bonds are to be redeemed, the
identification (and, in the case
of partial redemption of any Bonds, the respective principal amounts) of the Bonds to be
redeemed; (d) a statement that on the Redemption Date the Redemption Price will become due and payable upon each
such Bond or portion thereof called for redemption and that interest thereon shall cease to accrue fiorn and after the
Redemption Date; and (e) the place where such Bonds are to be surrendered for payment of the Redemption Price,
which shall be the principal office of the Bond Paying Agent. The failure of
any Owner to receive notice given as
heretofore provided or an immaterial defect therein shall not invalidate any redemption.
Prior to any Redemption Date, the Issuer shall deposit with the Bond Paying Agent an amount of money
sufficient to pay the Redemption Price of all the Bonds
or portions of Bonds that are ro be redeemed on such
Redemption Date. Official notice of redemption having been given as aforesaid, the Bonds or portions of Bonds to be
redeemed shall become due and payable on the Redemption Date, at the Redemption Price therein specified, and fiom
and after the Redemption Date (unless the Issuer defaults in the payment of the Redemption Price) such Bonds
or
portion of Bonds shall cease to bear interest.
For so long as the Securities Depository is effecting book-entry transfers of the Bonds, the Bond Registrar
shall provide the notices specified to the Securities Depository. It is expected that the Securities Depository shall, in
turn, notify its Participants and that the Participants, in turn, will notify or cause to be notified the Beneficial Owners.
Any failure on the part of the Securities Depository
or a Participant, or failure on the part of a nominee of a Beneficial
Owner of
a Bond (having been mailed notice fiom the Bond Registrar, the Securities Depository, a Participant or
otherwise) to notify the Beneficial Owner of the Bond so affected, shall not affect the validity of the redemption of such
Bond.
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In addition to the foregoing notice, the Issuer shall provide such notices of redemption as are required by the
Disclosure Instructions. The Bond Paying Agent is also directed to comply with any mandatory
or voluntary standards
then in effect for processing redemptions of municipal securities established by the State
or the Securities and
Exchange Commission. Failure to comply with such standards shall not affect
or invalidate the redemption of any
Bond.
Authoritv
The Bonds are issued pursuant to and
in full compliance with the Constitution and statutes of the State of
Kansas, including without limitation K.S.A. 10-101 et seq., K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et seq., and
K.S.A. 12-2101 et seq , all as amended, and an ordinance and resolution adopted by the City on April 19, 2010,
authorizing the issuance of the Bonds (jointly referred to herein as the “Bond Ordinance”).
Security
The Bonds shall be general obligations of the City, payable as to both principal and interest in part fiom
special assessments levied upon the property benefited by the construction of certain public improvements, and if
not
so paid, fiom ad valorem taxes which may be levied without limitation as to rate or amount upon all the taxable
tangible property, real and personal, within the territorial limits of the City. The balance of the principal and interest
on the Bonds is payable from ad valorem taxes which may be levied without limitation as to rate or amount upon all
the taxable tangible property, real or personal, within the territorial limits of the City. The
full faith, credit and
resources of the City
are hereby irrevocably pledged for the prompt payment of the principal of and interest on the
Bonds as the same become due.
Registration, Transfer and Exchanpe of Bonds
As long as any of the Bonds remain Outstanding, each Bond when issued shall be registered in the name of
the Owner thereof on the Bond Register. Bonds may be transferred and exchanged only on the Bond Register as
hereinafter provided. Upon surrender of any Bond at the principal office of the Bond Registrar, the Bond Registrar
shall transfer
or exchange such Bond for a new Bond or Bonds in any authorized denomination of the same Stated
Maturity and in the same aggregate principal amount as the Bond that was presented for transfer or exchange. Bonds
presented for transfer
or exchange shall be accompanied by a written instrument or instruments of transfer or
authorization for exchange, in a form and with guarantee of signature satisfactory to the Bond Registrar, duly executed
by the Owner thereof
or by the Owner’s duly authorized agent.
In all cases in which the privilege of transferring or exchanging Bonds is exercised, the Bond Registrar shall
authenticate and deliver Bonds in accordance with the provisions of the Bond Resolution. The Issuer shall pay the fees
and expenses of the Bond Registrar for the registration, transfer and exchange of Bonds. Any additional costs or fees
that might be incurred in the secondary market, other than fees of the Bond Registrar, are the responsibility of the
Owners of the Bonds. In the event any Owner fails to provide
a correct taxpayer identification number to the Bond
Paying Agent, the Bond Paying Agent may make a charge against such Owner sufficient to pay any governmental
charge required to be paid
as a result of such failure.
The Issuer and the Bond Registrar shall not be required (a) to register the transfer
or exchange of any Bond
that has been called for redemption after notice of such redemption has been mailed by the Bond Paying Agent and
during the period of
15 days next preceding the date of mailing of such notice of redemption; or (b) to register the
transfer
or exchange of any Bond during a period beginning at the opening of business on the day after receiving
written notice fiom the Issuer of its intent to pay Defaulted Interest and ending at the close of business on the date fvted
for the payment of Defaulted Interest.
r
7
Designation of Bond Paving Aeent and Bond Reeistrar
The Issuer will at all times maintain a paying agent and bond registrar meeting the qualifications set forth in
the Bond Resolution. The Issuer reserves the right to appoint a successor paying agent
or bond registrar. No
resignation or removal of the paying agent or bond registrar shall become effective until a successor has been appointed
and has accepted the duties of paying agent
or bond registrar. Every paying agent or bond registrar appointed by the
Issuer shall at all times meet the requirements
of Kansas law.
The Treasurer of the State
of Kansas, Topeka, Kansas (the “Bond Registrar” and ‘Bond Paying Agent”) has
been designated by the Issuer as paying agent for the payment of principal of and interest on the Bonds and bond
registrar with respect to the registration, transfer and exchange of Bonds.
Method and Place of Payment of the Bonds
The principal of, or Redemption Price, and interest on the Bonds shall be payable in any coin or currency
which, on the respective dates
of payment thereof, is legal tender for the payment of public and private debts. The
principal
or Redemption Price of each Bond shall be paid at Maturity to the Person in whose name such Bond is
registered on the Bond Register at the Maturity thereof, upon presentation and surrender
of such Bond at the principal
office
of the Bond Paying Agent.
The interest payable on each Bond on any Interest Payment Date shall be paid to the Owner of such Bond as
shown on the Bond Register at the close of business on the Record Date for such interest (a) by check or draft mailed
by the Bond Paying Agent
to the address of such Owner shown on the Bond Register or at such other address as is
furnished to the Bond Paying Agent in writing by such Owner; or (b) in the case of an interest payment to Cede & Co.
or any Owner of $500,000 or more in aggregate principal amount of Bonds, by electronic transfer to such Owner upon
written notice given to the Bond Registrar by such Owner, not less than
15 days prior to the Record Date for such
interest, containing the electronic transfer instructions including the bank, ABA routing number and account number to
which such Owner wishes to have such transfer directed.
Notwithstanding the foregoing, any Defaulted Interest with respect to any Bond shall cease to be payable to
the Owner of such Bond on the relevant Record Date and shall be payable to the Owner in whose name such Bond is
registered at the close of business on the Special Record Date for the payment of such Defaulted Interest, which Special
Record Date
shall be fixed as hereinafter specified. The Issuer shall notify the Bond Paying Agent in writing of the
amount of Defaulted Interest proposed to be paid on each Bond and the date
of the proposed payment (which date shall
be at least 30 days after receipt of such notice by the Bond Paying Agent) and shall deposit with the Bond Paying
Agent an amount of money equal to the aggregate amount proposed to be paid in respect of such Defaulted Interest.
Following receipt
of such funds the Bond Paying Agent shall fix a Special Record Date for the payment of such
Defaulted Interest which shall be not more than 15 nor less than 10 days prior to the date of the proposed payment. The
Bond Paying Agent shall notify the Issuer of such Special Record Date and shall cause notice of the proposed payment
of such Defaulted Interest and the Special Record Date therefor to be mailed, by first class mail, postage-prepaid, to
each Owner of a Bond entitled to such notice not less than 10 days prior to such Special Record Date.
SO LONG AS CEDE & CO., REMAINS THE REGISTERED OWNER OF THE BONDS, THE
BOND PAYING AGENT SHALL TRANSMIT PAYMENTS
TO THE SECURITIES DEPOSITORY, WHICH
SHALL REMIT SUCH PAYMENTS IN ACCORDANCE WITH ITS NORMAL PROCEDURES.
Payments Due on Saturdays, Sundays and Holidays
In any case where a Bond Payment Date is not a Business Day, then payment of principal, Redemption Price
or interest need not be made on such Bond Payment Date but may be made on the next succeeding Business Day with
the same force and effect as if made on such Bond Payment Date, and no interest shall accrue for the period after such
Bond Payment Date.
8
Book-Entw Bonds: Securities Depository
The Bonds shall initially be registered to Cede & Co., the nominee for the Securities Depository, and no
Beneficial Owner will receive certificates representing their respective interests in the Bonds, except in the event the
Bond Registrar issues Replacement Bonds. It
is anticipated that during the term of the Bonds, the Securities
Depository will make book-entry transfers among its Participants and receive and transmit payment of principal of,
premium, if any, and interest on, the Bonds to the Participants until and unless the Bond Registrar authenticates and
delivers Replacement Bonds to the Beneficial Owners as described in the following paragraphs.
The City may decide, subject to the requirements of the Operational Arrangements of DTC (or a successor
Securities Depository), and the following provisions of this section to discontinue use of the system
of book-entry
transfers through DTC
(or a successor Securities Depository):
(a) If the City determines (1) that the Securities Depository is unable to properly discharge
its responsibilities, or (2) that the Securities Depository is no longer qualified to act as a securities
depository and registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
(3) that the continuation of a book-entry system to the exclusion of any Bonds being issued to any Owner
other than Cede & Co. is no longer in the best interests of the Beneficial Owners of the Bonds; or
(b) if the Bond Registrar receives written notice fiom Participants having interest in not less
than 50% of the Bonds Outstanding, as shown on the records of the Securities Depository (and certified to
such effect by the Securities Depository), that the continuation of a book-entry system to the exclusion of
any Bonds being issued to any Owner other than Cede & Co. is no longer in the best interests of the
Beneficial Owners of the Bonds, then the Bond Registrar shall notify the Owners of such determination
or
such notice and of the availability of certificates to owners requesting the same, and the Bond Registrar
shall register in the name of and authenticate and deliver Replacement Bonds to the Beneficial Owners or
their nominees in principal amounts representing the interest of each, making such adjustments as it may
find necessary
or appropriate as to accrued interest and previous calls for redemption; provided, that in the
case of a determination under (a)(l) or (a)(2) of this section, the City, with the consent of the Bond
Registrar, may select a successor securities depository as hereinafter provided to effect book-entry
transfers.
In such event, all references to the Securities Depository herein shall relate to the period of time when the
Securities Depository has possession of at least one Bond. Upon the issuance of Replacement Bonds, all references
herein to obligations imposed upon or to be performed by the Securities Depository shall be deemed to be imposed
upon and performed by the Bond Registrar, to the extent applicable with respect to such Replacement Bonds. If the
Securities Depository resigns iind the City, the Bond Registrar
or Owners are unable to locate a qualified successor
of the Securities Depository, then the Bond Registrar shall authenticate and cause delivery of Replacement Bonds to
Owners,
as provided herein. The Bond Registrar may rely on information from the Securities Depository and its
Participants
as to the names of the Beneficial Owners of the Bonds. The cost of printing, registration,
authentication, and delivery of Replacement Bonds shall be paid for by the City.
In the event the Securities Depository resigns,
is unable to properly discharge its responsibilities, or is no
longer qualified to act as a securities depository and registered clearing agency under the Securities and Exchange
Act of 1934, as amended, the City may appoint a successor Securities Depository provided the Bond Registrar
receives written evidence satisfactory to the Bond Registrar with respect to the ability of the successor Securities
Depositow to discharge its responsibilities. Any such successor Securities Depository shall be a securities
depository which is a registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
other applicable statute
or regulation that operates a securities depository upon reasonable and customary terns.
The Bond Registrar upon its receipt of a Bond or Bonds for cancellation shall cause the delivery of the Bonds to the
successor Securities Depository in appropriate denominations and form as provided in the Bond Resolution.
9
THE DEPOSITORY TRUST COMPANY
The Depository Trust Company (“DTC”), New York, NY, will act as securities depository for the Notes
and Bonds. The Notes and Bonds will be issued
as fully registered securities registered in the name of Cede & Co.
(DTC’s partnership nominee)
or such other name as may be requested by an authorized representative of DTC. One
fully registered Note or Bond certificate will be issued for each maturity of such series of the Notes or Bonds, in the
aggregate principal amount of such maturity, and will be deposited with DTC.
DTC, the world’s largest depository, is a limited-purpose trust company organized under the New York
Banking Law, a “banking organization” within the meaning of the New York Banking Law; a member of the
Federal Reserve System, a “clearing corporation’’ within the meaning of the New York Uniform Commercial Code;
and a “clearing agency” registered pursuant to the provisions of Section 17A of the Securities Exchange Act of
1934. DTC holds and provides asset servicing for over
2 million issues of U.S. and non-U.S. equity issues,
corporate and municipal debt issues, and money market instruments from over 85 countries that DTC’s participants
(“Direct Participants”) deposit with DTC. DTC
also facilitates the post-trade settlement among Direct Participants
of sales and other securities’ transactions in deposited securities, through electronic computerized book-entry
transfers and pledges between Direct Participants’ accounts. This eliminates the need for physical movement
of
securities certificates. Direct Participants include U.S. and non-U.S. securities brokers and dealers, banks, trust
companies, clearing corporations, and certain other organizations. DTC
is a wholly-owned subsidiary of The
Depository Trust & Clearing Corporation (“DTCC‘). DTCC, in turn, is owned by a number of Direct Participants
of DTC and Members of the National Securities Clearing Corporation, Government Securities Clearing Corporation,
MBS Clearing Corporation, and Emerging Markets Clearing Corporation, (NSCC, GSCC, MBSCC, and EMCC,
also subsidiaries of DTCC),
as well as by the New York Stock Exchange, Inc., the American Stock Exchange LLC,
and the National Association of Securities Dealers, Inc. Access to the DTC system
is also available to others such
as both U.S. and non-U.S. securities brokers and dealers, banks, trust companies, and clearing corporations that clear
through or maintain a custodial relationship with a Direct Participant, either directly or indirectly (“Indirect
Participants”). DTC has Standard & Poor’s highest rating: AAA. The DTC Rules applicable to its Participants are
on file with the Securities and Exchange Commission. More information about DTC can be found at
www.dtcc.com.
Purchases of Notes
or Bonds under the DTC system must be made by or through Direct Participants, which
will receive a credit for the Notes or Bonds on DTC’s records. The ownership interest of each actual purchaser of
each Security (“Beneficial Owner”) is in turn to be recorded on the Direct and Indirect Participants’ records.
Beneficial Owners will not receive written confirmation
from DTC of their purchase. Beneficial Owners are,
however, expected to receive written confirmations providing details of the transaction,
as well as periodic
statements of their holdings, from the Direct
or Indirect Participant through which the Beneficial Owner entered into
the transaction. Transfers of ownership interests in the Notes or Bonds are to be accomplished by entries made on
the books of Direct and Indirect Participants acting on behalf of Beneficial Owners. Beneficial Owners will not
receive certificates representing their ownership interests in the Notes or Bonds, except in the event that use of the
book-entry system for the Notes
or Bonds is discontinued.
To facilitate subsequent transfers, all Notes or Bonds deposited by Direct Participants with DTC are
registered in the name of DTC’s partnership nominee, Cede & Co., or such other name as may be requested by an
authorized representative of DTC. The deposit of Notes or Bonds with DTC and their registration in the name of
Cede & Co. or such other DTC nominee do not effect any change in beneficial ownership. DTC has no knowledge
of the actual Beneficial Owners of the Notes or Bonds; DTC’s records reflect only the identity ofthe Direct
Participants to whose accounts such Notes
or Bonds are credited, which may or may not be the Beneficial Owners.
The Direct and Indirect Participants will remain responsible for keeping account of their holdings on behalf of their
customers.
Conveyance of notices and other communications by DTC to Direct Participants, by Direct Participants to
Indirect Participants, and by Direct Participants and Indirect Participants to Beneficial Owners will be governed by
arrangements among them, subject to any statutory
or regulatory requirements as may be in effect from time to time.
Redemption notices shall be sent to DTC. If
less than all of the Bonds within an issue are being redeemed,
DTC’s practice is to determine by lot the amount of the interest of each Direct Participant in such issue to be
redeemed.
10
Neither DTC nor Cede & Co. (nor any other DTC nominee) will consent or vote with respect to Notes or
Bonds unless authorized by a Direct Participant in accordance with DTC’s Procedures. Under its usual procedures,
DTC mails an Omnibus Proxy to the Issuer as soon as possible after the record date. The Omnibus Proxy assigns
Cede & Co.’s consenting or voting rights to those Direct Participants to whose accounts Notes or Bonds are credited
on the record date (identified in a listing attached to the Omnibus Proxy).
Redemption proceeds, distributions, and dividend payments
on the Notes or Bonds will be made to Cede &
Co., or such other nominee as may be requested by an authorized representative of DTC. DTC’s practice is to credit
Direct Participants’ accounts upon DTC’s receipt of funds and corresponding detail information fiom the Issuer, the
Note Paying Agent,
or the Bond Paying Agent, on the payable date in accordance with their respective holdings
shown on DTC’s records. Payments by Participants to Beneficial Owners will be governed by standing instructions
and customary practices, as is the case with securities held for the accounts of customers in bearer form or registered
in “street name,” and will be the responsibility of such Participant and not of DTC nor its nominee, the Note Paying
Agent, the Bond Paying Agent,
or the Issuer, subject to any statutory or regulatory requirements as may be in effect
from time to time. Payment of redemption proceeds, distributions, and dividend payments to Cede & Co. (or such
other nominee as may be requested by an authorized representative of DTC) is the responsibility of the Issuer, the
Note Paying Agent or the Bond Paying Agent, disbursement of such payments to Direct Participants will be the
responsibility of DTC, and disbursement
of such payments to the Beneficial Owners will be the responsibility of
Direct and Indirect Participants.
A Beneficial Owner shall give notice to elect to have its Notes or Bonds purchased or tendered, through its
Participant, to the Note Paying Agent and the Bond Paying Agent, and shall effect delivery of such Notes
or Bonds
by causing the Direct Participant to transfer the Participant’s interest in the Notes
or Bonds, on DTC’s records, to the
Note Paying Agent and the Bond Paying Agent. The requirement for physical delivery of the Notes
or Bonds in
connection with an optional tender or a mandatory purchase will be deemed satisfied when the ownership rights
in
the Notes or Bonds are transferred by Direct Participants on DTC’s records and followed by a book-entry credit of
tendered Notes or Bonds to the Note Paying Agent’s or Bond Paying Agent’s DTC account.
DTC may discontinue providing its services as depository with respect to the Notes or Bonds at any time
by giving reasonable notice to the Issuer, the Note Paying Agent or the Bond Paying Agent. Under such
circumstances, in the event that a successor depository is not obtained, Security certificates are required to be printed
and delivered.
The Issuer may decide, subject to the requirements of the Operational Arrangements of DTC, to
discontinue use of the system of book-entry transfers through DTC
(or a successor securities depository). In that
event, Note or Bond certificates will be printed and delivered.
The information in this section concerning DTC and DTCS book-entry system has been obtainedfiom
sources that the Issuer, Bond Coukel,
and the Financial Advisor believe to be reliable, but the Issuer, Bond
Counsel, and the Financial Advisor take no responsibility for the accuracy thereoJ and neither the DTC
Participants nor the Benejcial Owners should rely on the foregoing information with respect to such matters but
should instead con$rm the same with DTC or the DTC Participants, as the case may be.
THE FINANCING PLAN
The Proiects
Proceeds from the sale of the Notes will be used to provide financing for certain street, sewer, and water,
improvements within newly developing residential subdivisions in the City and to pay the costs associated with the
issuance of the Notes.
Proceeds from the sale
of the Bonds will be used to provide financing for certain landfill, convention
center, fire station, street, sewer, and water improvements within the City and to pay the costs associated with the
issuance of the Bonds. Additionally, proceeds will be used to refund certain outstanding general obligation bonds of
the City as described below.
11
The Refunding Plan
A portion of the proceeds from the sale of the Bonds, along with other available funds, will be used to
execute a current refunding (the “Refunding Plan?’) of the City’s outstanding General Obligation Water and Sewage
System Refunding Bonds, Series 2002-A (the “Refunded Bonds”).
According to the terms of the Refunding Plan, proceeds from the sale of the Bonds, along with other
available funds, will be transferred to the paying agent on the Refunded Bonds and used to pay the principal and
accrued interest payable on the Refunded Bonds
on May 15,2010.
The Refunding Plan is being undertaken in order to achieve interest cost savings and restructure the City’s
current debt repayment schedule. The following is a summary of the Refunded Bonds:
Principal Maturity Dates Principal
Amount Amount to be of Bonds Amount Call
Date Series Outstanding Refunded to be Refunded to be Called - 2002-A $820,000 $820,000 10-01-10 thru 10-01-13 $820,000 05-1 5-1 0
SOURCES AND USES OF FUNDS
Funds to be used in the Financing Plan will be provided and applied approximately as follows, exclusive of
accrued interest.
Series Series
2010-1 Notes 2010-A Bonds
Note and Bond Proceeds $2,500,000.00 $6,875,000.00
Reoffering Premium 9,225.00 91,324.05
Issuer Contribution for Refunding 2002-A Bonds 0.00 201.757.50
Total Sources of Funds $2,509,225 .OO $7,174,08 1.55
Sources of Funds:
Uses of Funds:
Deposit to Improvement Fund $2,499,750.00 $6,246,193.22
Redemption of Bonds
0.00 824,340.72
Costs of Issuance (includes underwriters discount
and rounding amount) 9,475.00 103,547.61
Total Application of Funds $2,509,225.00 $7,l74,081.55
REMAINDER OF THIS PAGE LEFT BLANK INTENTIONALLY
12
FINANCIAL OVERVIEW
CITY OF SALINA, KANSAS
2009 Estimated Actual Valuation (2)
2009 Assessed Valuation
General Obligation Bonds (3)
Population-2008 US. Census Bureau Estimate
General Obligation Debt Per Capita
Cross
Debt
$ 2,893,359,541.00
-
$ 447,800,878.00
$ 64,776,928.00
46,483
$ 1,393.56
Ratio of General Obligation Debt to Estimated Actual Valuation 2.24%
Ratio of General Obligation Debt to Assessed Valuation 14.47%
Outstanding Temporary Notes (4) $ 2,500,000.00
Outstanding Lease Obligations $ 30,000.00
Outstanding Revenue Bonds
Overlapping General Obligation Debt (5)
Direct and Overlapping General Obligation Debt (6)
Direct and Overlapping Debt Per Capita
$ 2,320,000.00
$ 63,665,044.00
$ 130,941,972.00
$ 2,816.99
Ratio of Direct and Overlapping Debt to Estimated Actual Valuation
Ratio
of Direct and Overlapping Debt to Assessed Valuation
4.53%
29.24%
Net of
Self-supporting
Debt (1)
$ 58,910,000.00
$ 1,267.35
2.04%
13.16%
$ 125,075,044.00
$ 2,690.77
4.32%
27.93%
(1) The City intends to provide for payment on the Kansas Revolving Loans with net revenues derived fiom the
operation of its water and sewage system. The column titled “Net of Self-supporting Debt” therefore excludes
the Kansas Revolving Loans. The Kansas Revolving Loans are ultimately secured, however, by the City’s
ability to levy unlimited ad valorem taxes.
(2) For a further description of how Estimated Actual Valuation is calculated and additional historical figures see
the section titled FINANCIAL
INFORMATION - ”Estimated Actual Valuation”. .
(3) Includes the Bonds. Does not include bonds to be refunded with proceeds from the sale of the Bonds and other
available funds of the City.
(4) Includes the Notes.
(5) For a more detailed explanation of the overlapping debt of the other jurisdictions, see DEBT SUMMARY -
“Overlapping Debt”.
(6) Includes outstanding general obligation bonds and temporary notes of the City and overlapping jurisdictions.
13
THE CITY OF SALINA, KANSAS
Location and Size
The City
of Salina is located in north central Kansas, near the geographic center of the contiguous United
States. It is the seventh largest city in Kansas, with a 2008 U.S. Census Bureau estimate of 46,483. The City is the
county seat for Saline County which had an estimated 2008 U.S. Census Bureau population of 54,657.
Situated at the intersection of Interstate Highways 70 and 135, the City of Salina serves as the industrial,
medical, retail, trade and service hub for north central Kansas. Kansas City, Kansas, and Wichita, Kansas, are 175
and 95 miles away, respectively, via the direct access of these two major highways. The City encompasses a total
area of approximately 20.31 square miles.
Government
The Town
of Salina was organized in 1858 under the Town and Village Act in the State of Kansas. The
City has had a Commission-City Manager form of government since 1921. The Commission comprises five
members elected at-large. Each year the Commission chooses one member to act as Mayor. The City Manager is
appointed by the Governing Body and.acts as its primary agent in accordance with state statute. Other city officers
and employees are appointed by the City Manager. The Governing Body is responsible for the policy determination,
and the City Manager is responsible for the administration
of the municipal government.
Salina became a City of the first class on July 9, 1920. There are no organized city employee unions. The
present elected officials
of the City, along with the expiration of their current terms of office, are as follows:
Name
M. Luci Larson
Aaron Peck
Samantha Angel1
Norman Jennings
Tom Arpke
- - Title Term Emires
Mayor 201 1
Vice Mayor 201 1
Commissioner 2013
Commissioner 2013
Commissioner 201 1
Kansas Public Employees Retirement System (KPERS)
The City participates in the Kansas Public Employees Retirement System (KPERS) which was established
by the 1961 Kansas Legislature. There are approximately 250,000 current and former public employees in Kansas
who are members of the Kansas Public Retirement System. These members represent over 1,500 state and local
agencies and include the state, all counties, all unified school districts, community junior colleges, area vocational
technical schools, various cities, and other instrumentalities. The KPERS program covers all of the City’s fill-time
employees.
The purpose
of the KPERS program is to provide an orderly means of financing the pension benefits of
retiring public employees and to extend life insurance coverage; long-term disability and service connected death
and disability benefits to members and their beneficiaries.
City employees annually contribute 4% of their gross salary to the System. The City’s contribution varies
from year to year based upon the annual actuarial valuation and appraisal made by the actuary of the KPERS
program. For 2010, the City’s contribution will be 6.38% of each employee’s gross salary.
Kansas Police and Fire Retirement
The City has established membership in the Kansas Police and Fire Retirement System for its police and
fire personnel. Benefits are determined by total years of service and final average salary. The State of Kansas
administers the plan. An actuarial study
is made annually and the City’s annual contribution is adjusted to meet
current fund requirements. Payment
of employee retirement benefits is the sole responsibility of KP&F. Currently
14
the City contributes 16.05% of employees' gross compensation, and the majority of employees contribute 7.0% of
their gross salary.
Population
The City of Salina has a population that is approaching metropolitan area status. This is defined by the US.
Census Bureau as cities with 50,000 inhabitants or more. According to the U. S. Census Bureau, the City's citizens
had a median age of 36.5 years in 2007. The following table and graph show the population for the City for selected
years as provided by the U.S. Census Bureau.
U.S. Census - Year
2008
2007
2006
2005
2004
Bureau Population
46,483
46,458
46,140
47,533
45,988
Police and Fire Protection
The City of Salina provides police and fire protection services to residents of the City and surrounding
areas. Fire fighting services are provided from four stations located throughout the City with 92 full-time
firefighters. The fire department operates 36 vehicles and provides emergency medical services.
The police
department employs approximately 8 1 full-time police officers and operates 37 police vehicles, including patrol
vehicles, motorcycles, and Cushmans.
Economic Characteristics
The City of Salina benefits from its location at the junction of Interstate Highways 70 and 135. This
convenient location has drawn numerous national and regional companies to open manufacturing or distribution
centers in
or adjacent to the City. Such companies include Hawker Beechcraft Corporation, Pepsi Cola, ElDorado
Bus, Exide Battery, and Philips Lighting. Currently, manufacturing, retail trade, and service industries
rank as the
three primary employers in the City. No single industry is dominant. The government sector and wholesale trade
industries make up the second tier of Salina employers.
The City serves as a regional trade center for north central Kansas. Many individuals and businesses
within a 70-mileradius travel to the City to purchase consumer goods and services. The identified trade area for the
City covers 23 counties with a total population of about 360,000 people. This designation as a regional trade center
is supported by the fact that Saline County had the seventh highest "trade pull factor"
of all Kansas counties in 2008
according to Kansas State University. Trade pull factor is measured by dividing the county
sales tax collections per
capita by the average statewide sales
tax per capita.
In February 2010, the Kansas Department of Labor estimated the civilian labor force
in the City of Salina
to be 26,699 persons. The U.S. Census Bureau determined that in 2000 the median household income for the City
was $36,066 and owner-occupied housing rates in the City were 66.1%.
Saline County is located in the center of one of the most productive agn'cultural areas
in the United States.
In 2007-2008, 750 farms were located on 430,000 acres. Farm crops were valued at over $38 million harvested on
210,910 acres. Cattle and milk produced was valued at over $19 million.
Salina is a city centered more on industry than agriculture. Currently, there are approximately 100
manufacturing and processing companies located in the City. The City, Saline County, the Chamber of Commerce,
and the Salina Airport Authority have developed several economic incentives which can be offered as inducements
to opening industrial facilities. These include property tax abatement for basic industry, the waiving of building
permit and inspection fees, refunding of sales tax paid on machinery and equipment, and providing training for
employees through the Salina Area Technical School and the Kansas State University at Salina. Additionally, a
“build-to-suit-tenant’’ agreement is available on sites in the Airport Industrial Center that can provide 100%
financing for land and building costs.
Income
The following table
during the years indicated:
- Year
2007
2006
2005
2004
2003
shows the per capita personal income for residents of Saline County and the State
Saline
countv
$34,611
32,938
30,416
29,220
27,972
State of
Kansas
$36,525
34,525
32,130
30,992
29,799
Source: Kansas Statistical Abstract, 2008
Building Permits Issued
Building permits issued by the City currently maintain steady levels. This table reflects both private
developments as well as the expansion to the educational facilities in the community. The five-year history of the
total value of permits issued is:
- Year
2009
2008
2007
2006
2005
Value
$1 2,192,48 1
-
18,276,022
32,631,351
21,542,984 ‘
21,688,263
The Salina Aimort Authoritv
The Salina Airport Authority is a body corporate and politic. The Authority was created by the City
of
Salina in April 1965 pursuant to the authority granted by the City by the surplus property and public airport
authority act of the State of Kansas. The Authority was created for the purpose of accepting as surplus property
portions of the former Schilling A.F.B., which was closed by the United States Department of Defense in June
1965.
By quitclaim deed the Authority received over 2,900 acres of land and numerous buildings for the purpose of
operating and developing the Salina Municipal Airport and the Salina Airport Industrial Center. The Authority is
managed and controlled by a five-member Board of Directors appointed by the Salina City Commission.
The Salina Municipal Airport is the only commercial service airport serving SalindSaline
County and the
22-county area, which comprises North Central Kansas. The Airport also services the corporate, business, private
aviation and flight training needs
of industry, business and individuals in the area. The Airport is also used by
Kansas State University at Salina (KSUS). The campus of KSUS is located within the boundaries of the Authority
adjacent to the main Airport runway. The college offers degrees in professional flight training, airframe and power
plant maintenance, and avionics technology.
The Salina Municipal Airport and Airport Industrial Center is home
for nearly 90 businesses and
organizations. Forty-five of the businesses and organizations are tenants of the Authority. One
of the primary
functions of the Authority is to facilitate the continued growth of jobs and payroll at the Airport and Airport
Industrial Center. The Authority works in partnership with the City of Salina, Saline County, and the Salina Area
Chamber of Commerce
for the retention of existing business and industry and the recruitment of new business and
industry.
16
Maior Emplovers
Industrial development during the past ten years has established a broad, industrial base in and around the
City. A list of the major employers
is as follows. All figures represent total full-time employment excluding
seasonal and part-time employees.
Estimated - Name ProductlBusiness Employment
Schwan’s Global Supply Chain Frozen Pizza 1,850
Salina Regional Health Center Health Care 1,082
Exide Technologies Automotive Batteries 800
Great Plains Manufacturing Agricultural Equipment 650
Philips Lighting Company Fluorescent Lamps 600
El Dorado National Transit, Tour & Shuttle Buses 255
Raytheon Aircraft Corporation* Aircraft Subassemblies 240
Saline County County Government 233
Unified School District No. 305 ,School System 93 5
City of Salina City Government 493
*Recently announced closure
Source: Salina Chamber of Commerce
Unemployment Rate
According to the Kansas Department of Labor, the following table shows the annual unemployment rate
trend for the City of Salina and the State of Kansas.
Year
2010 (Feb) -
2009
2008
2007
2006
City
of
Salina
6.0%
6.7
4.1
3.5
4.0
State of
Kansas
6.8%
6.1
4.4
4.1
4.5
Education
The City of Salina has a very complete and diverse educational system from the primary level up to its
higher educational institutions. Unified School District
No. 305 provides public education through its eight
elementary, two middle, and two senior high schools. The District also operates alternative education, vocational-
technical, and special education schools. Current enrollment is over 7,000.
Additionally, there are a number of parochial institutions that operate two grade schools, two junior high
schools, and one senior high school. A military school is located in the City and operates both a grade school and
high school. The City is home to five regional
or private upper-level specialty schools. The Kansas Highway Patrol
has a training academy located in Salina. One public library with over 230,000 volumes, two college libraries, a
medical library, and a law library are located within the City.
Kansas State University at Salina
The University offers a variety of engineering technology degree programs, including an aeronautical
studies program, as well as two-year associate degrees in engineering technology and a four-year Bachelor of
Science degree in engineering technology. Areas of emphasis include civil, electrical and mechanical engineering
technologies, aeronautical studies, and avionics. The campus is located entirely within the boundaries of the Salina
Airport Industrial Center. Approximately 930 students are currently enrolled in the school.
17
Kansas Weslevan University
Kansas Wesleyan University was founded in 1886 and is located within the City. Currently, Kansas
Wesleyan maintains
an enrollment of approximately 800 students, the majority from Kansas and surrounding states.
The school, based on a liberal arts foundation, offers more than 27 major programs, including graduate studies.
Evening degree completion programs
for adults are also available. Kansas Wesleyan is a member of the Associated
Colleges of Central Kansas, a consortium of six academic institutions within 70 miles of the University through
which students may enroll in courses and utilize resources.
TransDortation
In addition to 1-70 and 1-135, US-81 and US40 also intersect Salina. Several freight companies provide
motor freight service in Salina with direct and connecting schedules to all cities in the United States.
Bus service is
available at regular intervals during each day in all directions.
Union Pacific gives the City rail service in
four directions out of the City and provides daily package-car
service in and out of Salina. There are approximately 8 daily freights stopping in the City. Existing terminals have
adequate capacity to handle present and greatly increased future capacity. Approximately 30 miles
of storage tracks
are available.
The City is served by the Salina Municipal Airport and scheduled air service is provided by Great Lakes
Airlines. The airline offers weekday and weekend flights to the Kansas City and Denver. During 2009, the Airport
enplaned 2,839 passengers and also accommodates a wide variety of aircraft including business jets, military, flight
training and general aviation aircraft. During 2009, the Salina Air Traffic Control Tower logged over 65,000
aircraft operations serving the needs of over 7,000 business jets, the professional flight training department of
University at Salina, general aviation and military aircraft. The two fixed base operators on the field at Salina
specializing
in aviation fuel delivered over 2.5 million gallons of fuel to the wide variety.of aircraft utilizing the
Airport during 2009.
Utilities and Infrastructure
Westar Energy supplies electricity and
Kansas Gas Service provides natural gas to the City. The City
owns its own water and sewage system. Additionally, the City is responsible for street maintenance and police and
fire protection.
Health Facilities
The City is served by Salina Regional Health Center
("SRHC"), a 330-bed regional facility divided
between two Salina campuses. SRHC is an acute care facility for the diagnosis and treatment of all types of diseases
and conditions, and includes a cancer treatment center and two medical office buildings. The institution is also a
50% partner in a separate surgical hospital adjacent to the Asbury campus of SRHC.
Several other facilities providing mental health services, counseling, and alcohol and drug dependency
treatment programs are located in the City.
Financial Institutions
Nine banks operating a total of 14 different facilities are located in the City. Five banks are headquartered
in the City and reported combined deposits in excess of $1.97 billion as of December 31,2008. Two savings banks
have branch offices in the City.
18
Other Information
Public recreation facilities available to city residents include 27 parks, a golf course, baseball/softball
fields, a swimming pool, an art center, a community theater, a museum, tennis courts, and ice and roller skating
facilities. Two private clubs provide additional recreational opportunities for residents of the City. Kenwood Cove,
a $1 2.5 million aquatic park, is anticipated to open in May 2010.
The Bicentennial Center,
a 7,500-seat facility, is home to the Kansas Cage- a professional basketball team
playing in the United States Basketball League. Numerous concerts, exhibitions, conventions, and other events are
also held in the Center.
There are several radio stations in the City. Five standard television stations from Wichita serve the Salina
area. Additionally, Cox Communications provides cable television and broadband internet service to subscribing
customers.
DEBT SUMMARY
Current Indebtedness
The following is an overview of the City’s outstanding indebtedness by classification as of the dated date
of the Bonds. Figures do not include bonds for which payment has been provided through the creation of designated
escrow accounts.
General Obligation Bonds: The City’s currently outstanding general obligation bonds have an underlying
rating of
“Ad” from Moody’s. Some of the City’s outstanding bonds have also received a rating of “Aaa” from
Moody’s as the result of a municipal bond insurance policy.
Date
Issued
07-15-0 1
01 -1 5-02
07-15-02
07-15-03
05-0 1-04
07-1 5-04
07-15-05
03-15-06
07-15-06
06-15-07
07-15-08
12-15-08
07-15-09
05-0 1- 10
Purpose
Internal Improvements
Water and Sewage System Rehding
Internal Improvements
Internal Improvements
Refunding
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Improvements
Internal Jmprovements
Internal Improvements
Refunding & Improvement
Amount
of Issue
$ 5,350,000
2,045,000
1,980,000
4,350,000
5,585,000
4,053,000
4,210,000
2,200,000
885,000
6,545,000
3,720,000
3,525,000
23,695,000
6,875,000
Final
Maturity
10-0 1 - 16
10-0 1-1 3
10-0 1-1 7
10-0 1-1 8
08-0 1-1 5
10-0 1-19
10-01-20
10-0 1-26
10-01 -21
10-0 1-27
I 0-0 1-23
07-0 1-28
10-0 1-29
10-01-25
Amount
Outstanding
$ 2,485,000
820,000
*
820,000
2,405,000
2,225,000
2,150,000
2,870,000
1,870,000
675,000
5,815,000
3,500,000
3,525,000
23,695,000
6.875.000
$58,9 10,000
*To be refbnded with proceeds from the sale of the Bonds. Total Amount Outstanding excludes this amount.
A portion of the City’s outstanding general obligation bonds are payable from special assessments levied
upon properties benefited by certain internal improvement projects and transfers from enterprise funds of the City.
If such payments are not provided in a timely manner, the principal of and interest on the bonds must then be paid
from the City’s ability to levy unlimited ad valorem taxes. See FlNANCIAL INFORMATJON
- “Special
Assessments” for a further description of special assessment financing.
The City has a practice of issuing its general obligation debt with level annual principal payments over a
period of ten or fifteen years, depending on the nature and size of the projects being financed. Exceptions to this
practice have been made for special projects.
19
State Loans: The City intends to provide for payment of this debt with net revenues derived from the
operation
of its water and sewage system. However, these bonds are ultimately secured by the City’s ability to levy
unlimited ad valorem taxes.
Date Amount Final Amount
Issued Purpose of Issue Maturity Outstandinp;
0 1-05-98 Kansas Public Water Loan #1 $3,600,000 08-01-20 $2,176,383
03-15-01 Kansas Public Water Loan #2 5,000,000 08-0 1-23
. 3.690.545
$5,866,928
Revenue Bonds: Revenue bonds are payable solely from the net revenues derived by the City from the
Revenue bonds do not represent a general obligation operation of its combined water and sewage system.
indebtedness of the City
for which the City’s taxing ability has been pledged.
Date Amount Final Amount
Issued Purpose of Issue Maturitv Outstanding
08-0 1-02 Refunding $6,790,000 09-0 1-1 2 $2,320,000
Lease Purchase Obligations:
Original
Date Maturity Principal Amount
Golf Carts 04-01-09 07-01-1 I $30,000 $30,000
Proiect Issued - Date Amount Outstanding
Temporary Notes: Temporary notes represent general obligation indebtedness payable ultimately from the
City’s ability to levy unlimited taxes upon
all taxable tangible property within its territorial limits. The City
customarily redeems temporary notes with proceeds from the sale of long-term general obligation notes or other
available funds.
Final Original
Date Maturity Note Amount
Proiect
- Series Issued - Date Amount Outstanding:
Street, Water, and Sewer 2010-1 05-0 1-1 0 08-01-1 1 $2,500,000 $2,500,000
Overlapping Debt
According to the Saline County Clerk’s office, the following table shows the overlapping general
obligation indebtedness
of the City. The percent of an overlapping jurisdiction’s debt that is applicable to the City is
calculated by dividing the assessed valuation of that portion of the jurisdiction’s boundaries which overlap those of
the City by the total assessed valuation of such jurisdiction. All debt outstanding is as of December 3 1, 2009 unless
otherwise noted.
Amount Estimated Share of the City
Jurisdiction Outstanding Amount Percentage
U.S.D. No. 305 $53,190,000 $49,275,216 92.64%
Saline County (as of 06-30-09) 680,000 5 14,828 75.71
Salina Airport Authority 13,875,000 13,875,000 100.00
$63,665,044
20
Annual Debt Pavments
The following is a list of annual debt service requirements for the City’s currently outstanding general
obligation bonded indebtedness. All amounts are rounded to the nearest whole dollar.
Year
2010
201 1
2012
2013
2014
2015
2016
2017
2018
2019
2020
202 1
2022
2023
2024
2025
2026
2027
2028
2029
-
$ 4,390,000
4,525,000
4,560,000
4,520,000
4,370,000
3,970,000
3,795,000
3,530,000
3,570,000
3,415,000
1,700,000
1,565,000
1,570,000
1,480,000
1,275,000
900,000
935,000
860,000
720,000
385,000
$52,035,000
Outstanding Bonds
Principal Interest
$ 1,033,328
1,929,961
1,782,854
1,590,45
1
1,398,528
1,235,2 10
1,084,338
928,361
765,710
600,325
478,047
411,159
348,219
283,195
222,145
168,739
128,875
87,326
48,888
16,362
$14,542,021
Series 2010-A Bonds
Principal Interest
$ O$ 0
775,000 255,568
865,000 164,90 1
880,000 147,60 1
695,000 130,001
285,000 116,101
290,000 1 10,40
1
300,000 103,731
3
10,000 95,93 1
320,000 87,096
330,000 77,496
340,000 67,101
350,000 55,881
365,000 43,98 1
380,000 29,838
390,000 15,113
0 0
0 0
0 0
0 0
$6,875,000 $1,500,741
SRF Loans
$ 319,839
639,678
639,678
639,678
639,678
639,678
639,678
639,678
639,678
639,678
504,708
369,737
369,737
184,869
0
0
0
0
0
0
$7,505,992
Total
$ 5,933,167
8,325,207
8,222,433
7,997,730
7,233,207
6,245,989
5,9 19,417
5,501,770
5,38 1,3 19
5,062,099
3,090,25 1
2,752,997
2,693,837
2,357,045
1,906,983
1,473,852
1,063,875
947,326
768,888
401.362
$83,278,754
Historical Debt Information
The following table shows historical balances of outstanding general obligation bonds for the City during
the most recent five-year period.
Bonds Debt to Debt to U.S. Debt
Outstanding Assessed Estimated Actual Census Per - Year December 31 * Valuation Valuation PoDulation Capita
2009 $52,900,000 11.81% 1.83% 46,483 $1,138.05
2008 3 1,645,000 7.01 1.09 46,483 680.79
2007 27,650,000 6.24 0.98 46,458 595.16
2006 24,165,000 5.64 0.89 46,140 523.73
2005 24,160,000 6.01 0.96 47,533 508.28
*The City intends to provide for payment on the two outstanding State Revolving Fund loans with net revenues
derived from the operation of its water and sewer system. Therefore, this figure excludes the respective
outstanding principal amounts, although the outstanding State Revolving Fund loans are ultimately secured by the
City’s ability to levy unlimited
ad valorem taxes.
Future Indebtedness
The City annua!ly prepares and adopts a five-year capital improvements plan. This plan identifies and
prioritizes potential capital improvement projects within the City and includes the respective funding sources.
Based on the City’s last capital improvements plan, the total cost of projects the City anticipates undertaking
between now and 2014 is approximately $91.1 million,
of which approximately $6.9 million is anticipated being
financed through general obligation bonds. Borrowing requirements described above do not include future
subdivision improvement projects financed with general obligation special assessment temporary bonds. The City
21
typically undertakes such projects after receiving and reviewing a valid petition from property owners.
FINANCIAL INFORMATION - “Special Assessments”.
See
The City currently anticipates issuing water and sewer utility revenue bonds in
20 IO to fund approximately
$13 million of improvements to its wastewater system.
The City has been involved with ongoing discussions concerning contamination in certain areas within the
boundaries of the Salina Airport Industrial Center. This contamination was caused by activities occurring prior to
1964, when the site served as the Shilling Air Force Base. The City, the Salina Airport Authority, and other local
governmental entities are pursuing federal hnds to clean up the affected areas. In the event funding cannot be
secured in
a timely fashion or in sufficient amounts, it may be necessary for the City to issue debt to relocate certain
water wells. The exact timing and amount, if any, of such borrowing cannot be determined at this time.
If City
borrowing
is necessary for this project, it is anticipated that utility revenue bonds will be the first type of debt
considered.
Lepal Debt Limits
Cities within Kansas are permitted to issue bonds in an aggregate amount not
to exceed 30% of the total
assessed valuation
of the city. Bonds issued for the purpose of improving, acquiring, enlarging, or extending
municipal utilities, including storm and sanitary sewer systems; bonds issued to pay the cost of improvements to
intersections and streets in front
of city or school district property; bonds for bridges as authorized by a vote of the
electors
of a city; bonds issued to refund outstanding bonds; and bonds payable from revenue sources other than the
general taxing authority
of the city are not included in total aggregate debt for purposes of computing a city’s debt
limitation.
Debt Payment Record
The City has always met principal and interest payments on all outstanding bonds and temporary notes
when due and payable.
REMAINDER OF THIS PAGE LEFT BLANK INTENTIONALLY
22
FINANCIAL INFORMATION
Financial Statement Surnrnarv
The following is a summary of the combined revenues, expenditures, and hnd balances
for the City’s
General Fund
for the most recent available years as shown in the City’s Comprehensive Annual Financial Reports.
This summary has not been prepared
or reviewed by the City’s auditor.
Revenues:
Property Taxes
Sales Tax
Other Taxes
Intergovernmental
Charges
for Services
Investment Revenue
Miscellaneous
Total Revenues
Expenditures:
General Government
Public Safety
Public
Works
Public Health and Sanitation
Culture and Recreation
Planning and Development
Capital Outlay
Total Expenditures
Revenues Over (Under) Expenditures
Other Sources (Uses)
Net Change
in Fund Balance
Fund Balance January
1
Prior Period Adjustment
Fund Balance January 1 Restated
Fund Balance December 3 1
Audited
2005
$ 2,731,138
10,555,924
2,717,427
-
859,399
5,387,774
176,808
385.253
$22,813,723
$ 2,485,060
10,621,702
4,536,63 1
892,110
2,074,639
1,328,376
828.996
$22,767,514
$ 46,209
-290,553
$ -244,344
$ 7,311,303
0
$ 7,311,303
$ 7,066,959
Audited - 2006
$ 2,572,355
11,136,946
4,137,911
1,360,583
5,661,733
43 1,349
438.576
$25,739,453
$ 2,486,348
11,138,545
4,73 1,85 1
1,OO 1,135
2,130,694
1,598,084
1.37563 8
$24,462,295
$ 1,277,158
-1 19,388
$ 1,157,770
$ 7,066,959
0
$ 7,066,959
$ 8,224,729
Audited
2007
$ 2,214,508
1 1,47 1,629
4,445,154
1,040,593
5,479,483
428,197
5 17,447
$25,597,011
-
$ 2,573,188
12,550,089
5,110,274
1,072,012
2,322,893
1,565,062
807.691
$26,001,209
$ -404,198
-489,900
$ -894,098
$ 8,224,729
0
$ 8,224,729
$ 7,330,631
Audited - 2008
$ 2,546,938
11,985,856
4,685,105
9 I 1,305
5,793,253
244,769
496,742
$26,663,968
$ 3,336,261
14,070,189
5,23 9,844
1,109,794
2,297,43 1
2,087,685
630.1 78
$28,77 1,382
$ 2,107,414
806.306
$ -1,301,108
$ 7,330,631
0
$ 7,330,631
$ 6,029,523
Note: The City’s 2009 audited financial statements were not completed as of the date of this Official Statement.
Preliminary unaudited statements, which are prepared on a
cash basis, indicate a decrease in the general fund ending
balance of approximately $1.2 million.
REMAWDER OF THIS PAGE LEFT BLANK INTENTIONALLY
23
Assessed Valuation
According to the Saline County Clerk’s Office, the following table gives the assessed valuation
of the City
in the years indicated.
State Total
Assessed Assessed Motor Real Personal - Year
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Estate
$358,979,211
356,678,712
342,045,3 89
32 1,695;326
296,537,399
282,517,284
277,456,813
267,175,443
254,343,715
241,621,655
- Propem (1)
$24,760,806
28,373,980
34,507,464
39,691,690
38,662,356
3 5,410,526
35,386,133
35,093,154
3 1,823,43 1
32,439,566
Utilities
$13,730,609
14,929,456
16,175,634
16,530,171
17,624,030
17,334,372
15,750,780
14,866,OO 8
14,847,520
14,088,875
Vehicle
$50,330,252
5 1,351,656
50,548,706
50,551,299
49,367,870
48,687,121
46,679,292
45,965,839
43,248,108
43,246,020
Valuation
$447,800,878
45 1,333,804
443,277,193
428,468,486
402,191,655
383,949,303
375,273,018
363,100,444
3 44,262,774
331,396,116
(1) Beginning in 2007, certain types of personal property were removed from the tax rolls. See footnote (3) to the
table in FINANCIAL INFORMATION - “Property Assessment Rates”.
Estimated Actual Valuation
Based on assessment percentages provided by Kansas Statutes, real estate equalization ratios provided by
the
Kansas Department of Revenue (see FINANCIAL INFORMATION - “Property Assessment Rates”), and
estimated actual valuation figures provided by the Saline County Appraiser’s Office, the
following table provides
estimated actual valuations for the City in the years indicated.
- Year
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Residential Real Estate
Equalization Ratio
not available
1 1.66%
11.68
11.22
11.16
11.47
11.50
1 1.65
11.44
11.39
Estimated
Actual Value
$2,893,359,541
2,914,775,730
2,83 3,709,3
9 1
2,719,391,025
2,529,377,135
2,427,448,947
2,368,264,683
2,296,900,695
2,182,563,473
2,096,802,659
Special Assessments
The City has pursued a policy
of utilizing special benefit districts to assign the cost of certain internal
improvement projects to the property that directly benefits from the construction. Kansas statutes allow
for the
creation of special benefit districts to pay
for the cost of a variety of improvements including street construction,
storm water drains, sanitary sewer system improvements, street lighting, water system improvements, recreational
facilities, flood control projects, bridges, and parking facilities. The City has typically utilized special benefit
districts to pay for the costs associated with constructing streets, sidewalks, curbs, gutters, and lighting in new
residential developments within the City. When a developer requests the use of Special Assessments to finance
public improvements, the City requires that they pay 20% of the estimated cost of the project in cash, or file a letter
of credit equivalent to 35% of the estimated cost of the project. The letter of credit is released when Certificates of
Occupancy have been issued for 35% of the lots in the development. Special benefit districts have also been created
to pay
for the cost of improvements to streets and sidewalks in the City’s downtown area.
24
The creation of special benefit districts, the determination of property benefited, and the method of
allocating the cost
of the improvement is at the discretion of the City. Property owners have the ability to suggest
improvements through a petition process and to comment on the final amount of their assessment. The City may or
may not be included as part of the special benefit district. All property owners have the option to pay their portion
of the improvement cost with a one-time payment during a 30-day assessment prepayment period or pay in annual
installments with interest over a certain number of years.
Upon completion of the special benefit district improvement projects and a 30-day prepayment period, the
City issues general obligation bonds to provide for permanent project financing. The payment of the principal of
and interest on such bonds is paid from the special assessments levied annually on the benefited property. Special
assessments are paid at the same time and in the same manner
as ad valorem property taxes. If at any time the
special assessments received from the property owners are insufficient to provide for the payment
of the principal of
and interest on the bonds, the City is obligated to provide for the balance of such payments through its ability to levy
unlimited ad valorem property taxes.
Largest Taxpayers
According to the Saline County Clerk’s Office, the following table lists the largest taxpayers in the City,
their 2009 assessed valuations, and the percentage each taxpayer comprised
of the total assessed valuation of the
City.
Yo of
Type of Ass esse d Total
Companv Business Valuation Valuation
Schwan’s Sales (Tony’s Pizza) Frozen Pizza $10,144,446 2.27%
IPOFA Salina Central Mall LLC Regional Shopping Center 8,704,250 1.94%
Salina Regional Health Center Hospital and Medical Oftices 5,584,461 1.25%
Westar Energy Utility $1 91,056 1.16%
Gateway Adams Inc. (Midstate Plaza) Shopping Center 3,556,009 0.79%
Kansas
Gas Service Utility 3,499,873 0.78%
Southwestern Bell Telephone Utility 3,45 5,4 19 0.77%
Sunflower Bank Financial Institution 2,749,200 0.61%
$49,225,553 10.99%
Wal-Mart Stores Discount Retai
I 3,813,855 0.85%
Great Plains Manufacturing Agricultural Equipment 2.526.984 0.56%
Tax Collections
Tax statements are mailed November 1 each year and may be paid in fill or one-half on or before
December 20 with the remaining one-half due on or before May 10 of the following year. Taxes that are unpaid on
the due dates are penalized at a statutorily prescribed rate until paid
or until the property is sold for taxes. Real
estate bearing unpaid taxes is advertised for sale in July of each year and is sold by the County for taxes and all legal
charges on the first Tuesday in September. Properlies that are sold and not redeemed within two years after the tax
sale are subject to foreclosure sale, except homestead properties which are subject to foreclosure sale after three
years.
Personal property taxes are assessed, due and may be paid in the same manner as real estate taxes. Motor
vehicle property taxes are based on valuations provided by the Kansas Department
of Revenue and the county
average
tax rate for the county in which the vehicle is registered. Motor vehicle taxes are payable to the county
treasurer at the time of the vehicle’s annual registration. Vehicle registration dates are assigned by the State in a
manner such as to equal registration over a twelve-month period. Motor vehicle taxes are distributed by the county
to the state, city and other taxing jurisdictions based on their proportionate tax levies. Delinquent personal and
motor vehicle taxes are penalized at the same rate as delinquent real property taxes.
25
The following is a summary of tax collections for the years shown.
Current
Levy - Year
2009*
2008
2007
2006
2005
2004
2003
2002
2001
2000
Tax
Rate
25.886
23.959
23.789
23.999
24.063
24.013
24.092
24.365
24.876
25.855
Taxes
Levied
10,369,087
9,432,248
9,029,080
8,478,392
8,085,633
7,901,005
7,654,034
7,306,926
6,702,087
$lorn01
Tax Collec
Amount
$5,303,152
9,825,122
8,941,650
8,648,305
8,223,308
7,894,O 14
7,668,663
7,390,547
7,082,098
6,488,562
:tions
- YO
94.8
94.8
95.8
97.0
97.6
97.1
96.6
96.9
96.8
5i3%
Current and Delinquent
Tax Collections
Amount O!O
$10,119,876 97.6
9,209,900 97.6
8,907,754 98.6
8,470,007 99.9
8,130,384 100.5
7,898,723 99.8
7,6 12,263 99.5
7,294,560 99.8
6,634,732 98.9
5T5%
*Collections as of January 1,2010
Sales
Tax
Sales tax collections are the respon’sibility of the Kansas Department of Revenue. The Department of
Revenue distributes the local option countywide and citywide sales taxes on a monthly basis. Countywide sales
taxes are distributed between the levying county and the cities located within the county based on population and
relative tax levies. Citywide local option sales taxes are distributed solely to the levying city. Statewide sales taxes
are retained entirely by the state. The total sales tax for goods and services in the City is 7.20%, which consists of
5.3% imposed by the State,
1% countywide local option sales tax, and .90% citywide local option sales tax.
In 1982 the voters of Saline County, in accordance with Kansas statutes, approved a 1% countywide local
option sales tax. In 1992 voters
of the City approved a local option SOYO citywide sales tax for purposes of helping
hnd general operations expenditures of the City.
In November 1998, voters within the City approved an additional .25% restricted local option sales tax to
be collected through June 1,2004 and distributed to Unified School District
No. 305 to fimd educational technology.
The voters renewed the .25% local option
sales tax and are now using those collections for various city capital
improvements.
.
t In November 2008, voters in the City of Salina approved a .40% citywide retailers dedicated sales tax to
pay the costs of various City capital improvements including constructing, operating and maintaining a $12.5
million aquatic park. The .40% sales tax replacedthe 2004 .25% sales tax on April 1,2009 and terminates ten years
after its commencement.
The City of Salina deposits sales tax receipts from its 1992 tax into its General Fund. Sales tax receipts are
used for funding general operating expenditures of the City and capital improvement projects. The following table
lists the local-option sales tax receipts of the City of Salina in the years indicated.
2004 2008 1992 City’s Portion of
.25% Citywide .40% Citywide -50% Citywide 1% Countywide
Local Option Local Option Local Option Local Option - Year Sales Tax Receipts Sales Tax Receipts Sales Tax ReceiDts Sales Tax Receipts
2005 $2,292,573 0 $4,585,147 $5,995,152
2006 2,417,184 0 4,834,368 6,302,579
2007 2,483,734 0 4,967,468 6,504,160
2008 2,588,731 0 5,177,462 6,808,395
2009 $3,379,938 (I) 4,987,415 6,703,839
2010 (thru Mar) 0 1,143,711 1,245,673 1,640,l 17
(1) The 2008 .40% sales tax became effective April I, 2009, at which time the 2004 sales tax stopped. This figure
is the combined total receipts
of the 2004 sales tax and the 2008 sales tax for 2009.
Source: City Clerk
26
Tax Levies
The City may levy taxes in accordance with the requirements of its adopted budget. The County Clerk
determines property
tax levies based upon the assessed valuations provided by the Appraiser and spreads the levies
on the
tax rolls. The following table gives the total tax levies for all taxing jurisdictions per $1,000.00 assessed
valuation of the City for the last five years.
Jurisdiction
City of Salina
Salina Library
State Education & Other
Unified School District
No. 305
Airport Authority
Central Kansas Extension District
Saline County
Total
2005
Levy
for
2006
Bude;et
23.999
5.325
1 so0
55.182
2.941
1.194
28.579
1 18.720
2006
Levy
for
2007
Budget
23.789
5.180
I SO0
55.252
2.877
1.169
27.955
11 7.722
2007
Levy
for
2008
Budeet
23.959
5.242
1 so0
54.990
2.877
1.156
27.435
117.159
2008
Levy
for
2009
Budget
25.886
5.419
1 SO0
58.547
2.877
1.175
29.347
124.751
2009
Levy
for
201 0
Budpet
25.855
5.413
1 so0
58.495
4.315
1.173
3 1.303
128.054
Budgeting Procedures
Applicable Kansw statutes require that budgets be legally adopted for all funds (including debt service and
enterprise fimds) unless exempted by a specific statute. All budgets are prepared utilizing the modified accrual basis
further modified by the encumbrance method of accounting. For example, commitments such as purchase orders
and contracts, in addition to disbursements and accounts payable, are recorded as expenditures.
The statutes provide that the budget for the succeeding calendar year must be prepared on or before August
1 and published on or before August 5 ofeach year. A public hearing is required to be held on or before August 15,
with the final budget being adopted on or before August 25 of each year. Original appropriations may be modified
by supplemental appropriations and transfers among budget categories. The City Commission must approve all
significant changes.
Kansas law prohibits cities and other governmental units from creating indebtedness unless there is money
on hand in the proper fimd and unencumbered by previous commitments with which to pay the indebtedness. The
execution of a contract, or the issuing of a purchase order, automatically encumbers the money in the fund for the
payment of the amount represented by the commitment. It makes no difference that the amount may not have to be
paid until more moneys are in the fund or until the following year. An exception to this cash basis law is the
issuance of debt, in the form of bonds, notes, or warrants, pursuant to statutory authority, referendum or by the State
Board of Tax Appeals. In the event debt is issued, funds need not be on hand for future payments.
Appraisal and Assessment Procedures
The determination of appraised and assessed valuation and the collection of property taxes for all political
subdivisions in the State of Kansas are the responsibility of the various counties. The Saline County appraiser
annually determines the appraised valuation of property located in the City. The appraiser’s determination is based
on a number of criteria established by Kansas’s statute. All property, with the exception of agricultural land, is
appraised based on estimated fair market value. Agricultural property is appraised based on productivity value.
Kansas statutes require that each parcel of real property be reviewed and inspected by the county appraiser once
every
four years for taxation purposes. Once appraised valuations have been determined, they are multiplied by the
applicable statutory assessment rates to arrive at the assessed valuations. The total assessed valuation is then used to
establish property tax rates.
27
Propertv Assessment Rates
In order to determine the assessed valuation of a parcel of property for taxation purposes, the county
appraiser multiplies the appraised value
of the parcel by the applicable assessment rate. Current property assessment
rates were established
in 1986, effective in 1989, and slightly modified in 1992. The most significant 1992
modifications involved lowering the assessment rate on commercial and industrial real property from 30% to 25%
and on residential property from 12% to 11.5%. The following table shows the current assessment rates for the
different classes of taxable tangible property within the State of Kansas.
Real ProDertv:
Residential 11.5%
Commercial and Industrial-
Real Property 25.0
Agricultural Land (1) 30.0
Agricultural Improvements 25 .O
Vacant Lots 12.0
Not-for-Profit (2) 12.0
All Other 30.0
Mobile Homes 11.5%
Mineral Leaseholds (large) 30.0
Mineral Leaseholds (small) 25.0
Commercial & Industrial
Machinery & Equipment 25.0
All Other 30.0
Railroads federally mandated rate
All Other Public Utilities
Personal Property: (3)
Utilities:
33 .O%
Motor Vehicles: 20.0%
Propertv Exempt:
Property used for the following purposes,
or portions thereof, are exempt fiom taxation
provided certain statutory requirements are met: religious, educational, literary, scientific,
benevolent,. alumni associations, veterans' organizations,
or charitable purposes, including
parsonages and community service organizations providing humanitarian services.
(1) Agricultural land is valued based on the productivity value of the property and not estimated market valuation.
(2) A bill passed by the Kansas Legislature in 1994 clarified this class of property to include all property owned
and operated by not-for-profit organizations not subject to federal income taxation pursuant to paragraphs
(2),
(3), (4), (7), (8), or (10) of Subsection C of Section 501 of the federal internal revenue code. This bill
specifically established that private, not-for-profit country clubs would be assessed at 12% for all land that does
not accommodate buildings
or improvements.
(3) The 2006 Kansas Legislature exempted fiom all property or ad valorem property taxes levied under the laws of
the State, all commercial, industrial, telecommunications, and railroad machinery and equipment acquired by
qualified purchase
or lease after June 30,2006 or transported into the State after June 30,2006 for the purpose
of expanding
an existing'business or creation of a new business.
Equalization Ratios
Annually, the Property Valuation Division of the Kansas Department of Revenue conducts a study to
compare the assessed valuation
of real property to estimated market value based on property sale prices. The study
derives an equalization ratio which, when divided into assessed valuation, provides a means to approximate actual
market value. According to the 2008 Kansas AppraisaVSales Ratio Study, the equalization ratio for residential real
property in Saline County was 11.66%, and commercial and industrial property was 23.25%.
28
LEGAL MAlTERS
Legal matters incident to the authorization, issuance, and sale of the Notes and Bonds by the City and the
tax-exempt status thereof are subject to the approval of Gilmore & Bell, P.C., Kansas City, Missouri, Bond Counsel,
whose approving opinion accompanies the Notes and Bonds. The opinions are dated and given on and speak only as
of the date of original delivery of the Notes and Bonds. Bond Counsel has not participated in the preparation of this
Official Statement except for the sections titled INTRODUCTORY STATEMENT, THE NOTES, THE BONDS,
LEGAL MATTERS, TAX MATTERS, CONTINUING DISCLOSURE, and
APPENDIX B.
TAX MATTERS
General
The following is a summary of the material federal and state income tax consequences of holding and
disposing of the Notes and the Bonds (the “Securities”). This summary is based upon laws, regulations, rulings and
judicial decisions now
in effect, all of which are subject to change (possibly on a retroactive basis). This summary does
not discuss all aspects of federal income taxation that may be relevant to investors in light of their personal investment
circumstances
or describe the tax consequences to certain types of holders subject to special treatment under the federal
income tax laws (for example, dealers in securities
or other persons who do not hold the Securities as a capital asset,
tax-exempt organizations, individual retirement accounts and other tax deferred accounts, and foreign taxpayers), and,
except for the income tax laws of the State of Kansas, does not discuss the consequences to an owner under state, local
or foreign tax laws. The summary does not deal with the tax treatment of persons who purchase the Securities in the
secondary market at a premium or a discount. Prospective investors are advised to consult their own tax advisors
regarding federal, state, local and other tax considerations of holding and disposing of the Securities.
Tax Matters ADDlicable to All Securities
Sale, Mange or Retirement of Securities. Upon the sale, exchange or retirement (including redemption)
of a Security, an owner of the Security generally will recognize.gain
or loss in an amount equal to the difference
between the amount of cash and the fair market value of any property received on the sale, exchange or retirement of
the Security (other than in respect of accrued qnd unpaid interest) and such owner’s adjusted tax basis in the Security.
To the extent the Securities are held as a capital asset, such gain or loss will be capital gain or loss and will be long-
term capital gain or loss if the Security has been held for more than 12 months at the time of sale, exchange or
retirement. *
Reporting Requirements In general, information reporting requirements will apply to certain payments of
principal, interest and premium paid on Securities, and to the proceeds paid on the sale of Securities, other than certain
exempt recipients (such as corporations and foreign entities). A backup withholding tax will apply to such payments if
the owner fails to provide a taxpayer identification number or certification of foreign or other exempt status or fails to
report in full dividend and interest income. The amount of any backup withholding from a payment to an owner will
be allowed as a credit against the owner’s federal income tax liability. -
ODinion of Bond Counsel
Federal Taw Exemption. In the opinion of Bond Counsel, under existing law, the interest on the Securities is
excluded hm
gross income for federal income tax purposes. Interest on the Notes is not an item of tax preference
for purposes of the federal alternative minimum tax imposed on individuals and corporations and is not taken into
account in determining adjusted current earnings for the purpose of computing the alternative minimum tax imposed
on certain corporations. Interest on the Bonds is not
an item of tax preference for purposes of the federal alternative
minimum tax imposed on individuals and corporations but
is taken into account in determining adjusted current
earnings for the purpose of computing the alternative minimum tax imposed on certain corporations. The opinions
set forth in this paragraph are subject to the condition that the Issuer comply with all requirements of the Internal
Revenue Code of 1986, as amended (the “Code”) that must be satisfied subsequent to the issuance of the Securities in
29
order that interest thereon be, or continue to be, excluded fiom gross income for federal income tax purposes. The
Issuer has covenanted to comply with all such requirements. Failure to comply with certain of such requirements may
cause interest on the Securities to be included in
gross income for federal income tax purposes retroactive to the date of
issuance of the Securities. The Securities are “qualified tax-exempt obligations” for purposes of Code §265(b)(3), and,
in the case of certain financial institutions (within the meaning
of Code §265(b)(5)), a deduction is allowed for 80% of
that portion of such financial institutions’ interest expense allocable to interest
on the Securities.
Securities Purcliused ut a Premium. Certain maturities of the Securities have an initial offering price which
exceeds the stated redemption price at maturity
as set forth on the inside cover hereof. The excess of the purchase
price of
a Security over its stated redemption price at maturity constitutes premium on such Security. A purchaser
of a Security must amortize any premium over such Security’s term using constant yield principles, based on the
purchaser’s yield to maturity. As premium
is amortized, the amount of tax-exempt interest deemed received by the
purchaser and the purchaser’s basis in such Security are reduced by a corresponding amount. The adjustment to
a
purchaser’s tax basis will result in an increase in the gain (or decrease in the loss) to be recognized for federal
income purposes upon
a sale or disposition of such Security prior to its maturity. Even though the purchaser’s basis
is reduced, no federal income tax deduction is allowed.
Purchasers of any Securities at a premium, whether at the time of initial issuance or afterward, should
consult with their own tax advisors as to the determination and treatment of premium for federal income tax
purposes and state and local tax consequences
of owning such Securities.
Kunsus Tax Ejcemption. The interest on the Securities is excluded fiom computation of Kansas adjusted
gross income.
Other Tax Consequences. Prospective purchasers of the Securities should be aware that ownership of the
Securities may result in collateral federal income tax consequences to certain taxpayers, including, without
limitation, financial institutions, property and casualty insurance companies, individual recipients of Social Security
or Railroad Retirement benefits, certain S corporations with “excess net passive income,” foreign corporations
subject to the branch profits tax, life insurance companies, and taxpayers who may be deemed to have incurred or
continued indebtedness to purchase or carry or have paid or incurred certain expenses allocable to the Securities.
Bond Counsel expresses no opinion regarding these tax consequences. Purchasers of Securities should consult their
tax advisors as to the applicability of these tax consequences and other federal income tax consequences of the
purchase, ownership and disposition of the Securities, including the possible application of state, local, foreign and
other tax laws.
RATING
The Notes and Bonds and the City’s other outstanding general obligation notes and bonds have been rated
“MIG
1” and “Aa3”, respectively, by Moody’s Investors Service. Any explanation of the significance of such
ratings may be obtained only fiom said rating agency. There is no assurance that the ratings will remain
for any
given period of time
or that they may not be lowered or withdrawn entirely by the rating service if, in their
judgment, circumstances
so warrant. Any such downward change in or withdrawal of the ratings may have an
adverse effect on the market price of the Notes and Bonds.
FINANCIAL ADVISOR
George K. Baum & Company, Kansas City, Missouri, has acted as Financial Advisor to the Issuer in
connection with the sale of the Notes and Bonds and has assisted the Issuer in the preparation of this Official
Statement and in other matters relating to the issuance of the Notes and Bonds. The Financial Advisor received
written consent to submit a bid for the purchase of the Notes and Bonds from the Issuer. The fees of the Financial
Advisor are contingent upon the issuance of the Notes and Bonds.
30
UNDERWRITING
The Notes were purchased at public sale on April 19, 2010, by County Club Bank, Kansas City, Missouri
(the ‘motes Underwriter”), at a price equal to the principal amount of the Notes, plus a bid premium of
$5,000.00,
plus accrued interest to the date of closing.
The Bonds were purchased at public sale on April 19,2010, by County Club Bank, Kansas City, Missouri
(the “Bonds Underwriter”), at a price equal to the principal amount
of the Bonds, plus a bid premium of $41,592.37,
plus accrued interest to the date of closing.
The Notes Underwriter and the Bonds Underwriter are collectively referred to herein as (the
“Underwriters”)
ABSENCE OF MATERIAL LITIGATION
The Transcript of Proceedings will contain a certificate of non-litigation dated as of the closing date and
executed by the City to the effect that there is
no controversy, suit, or proceeding of any kind pending or, to the
knowledge
of the City, threatened wherein or whereby any question is raised, or may be raised, questioning,
disputing, or affecting in any way the legal organization of the City or its boundaries or the legality of any official
act shown to have been done regarding the issuance of the Notes and Bonds
or the constitutionality or validity of the
obligation represented by the Bonds
or the means provided for the payment of the Notes and Bonds.
CONTINUING DISCLOSURE
The Securities and Exchange Commission (the “SEC”) has promulgated amendments to Rule 15~2-12 (the
“Rule”), requiring continuous secondary market disclosure. In the Note Ordinance and Bond Resolution, the City
has covenanted to provide annually certain financial information and operating data and other information necess&
to comply with the Rule, and to transmit the same
or cause the same to be transmitted to certain repositories and the
Municipal Securities Rulemaking Board, as applicable. This covenant is for the benefit of and is enforceable by the
owners
of the Notes and Bonds. See APPENDIX B for further details concerning continuing disclosure
requirements. The City
is in compliance with all previous undertakings under the Rule.
CERTIFICATION OF THIS OFFICIAL STATEMENT
The preparation and distribution of this Official Statement has been authorized by the City. This Official
Statement
is hereby duly approved by the governing body of the City as of the date on the cover page hereof.
Dated April 19,20 10
CITY OF SALINA, KANSAS
By Is/ Rod Franz
Finance Director
ATTEST:
Is1 Lieu Ann Elsev
City Clerk
31
APPENDIX A
Financial Statements
Since 1992, the City’s comprehensive annual financial reports have received the Certificate of
Achievement
for Excellence in Financial Reporting award by the Government Finance Officers Association. The
Certificate of Achievement was developed to encourage governmental units to prepare and publish an easily
readable and understandable financial report covering
all funds and financial transactions of the government during
the fiscal year.
The following is
a portion of the report on examination of the City of Salina, Kansas for the fiscal year
ended December
3 1, 2008, prepared by the fm of Lowenthal Singleton Webb & Wilson, Professional Association,
Certified Public Accountants, Lawrence, Kansas.
The City’s 2009 audited financial statements were not completed as of the date of this Official Statement.
According to City officials, preliminary unaudited financial statements indicate a decrease in the City’s General
Fund unencumbered cash balance of approximately $400,000 during 2009. The decrease is primarily a result of
certain revenues originally budgeted to be received in 2009 but not actually collected until early 2010. Additionally,
certain capital project expenditures originally budgeted
for 2010 were accelerated into 2009.
LOWENTHAL, WEBB & ODERMANN, P.A.
900 Massachusetts, Suite 301
Lawrence, Kansas 66044-2868
Phone: (785) 749-5050
Fax: (785) 749-5061
Website: www.lswwcpacoin
David A. Lowenlhal, CPA
Patricia L Webb, CPA
Audrey M. Odermann. CPA
Abmm M Chnslip, CPA
Caroline H. Eddinger, CPA
Grant A. Huddm, CPA
Brian W. Nyp, CPA
-
Memben of American lnshtute
and Kansas Society of
Cerhfied Pubhc Accountants
INDEPENDENT AUDITOR'S REPORT
ON THE BASIC FINANCIAL STATEMENTS
Mayor and City Commissioners
City of Salina, Kansas
We have audited the accompanying financial statements of the governmental activities, the business-type activities,
the aggregate discretely presented component units, each major fund, and the aggregate remaining fund
information of the City of Salina, Kansas, as of and for the year ended December 31, 2008, which collectively
comprise the City's basic financial statements as listed in the table of contents. These basic financial statements are
the responsibility of the City's management. Our responsibility is to express opinions on these basic financial
statements based on our audit. We did not audit the financial statements of fhe Salina Airport Authority which
statements reflect total assets of $46,315,776 as
of December 31, 2008 and total revenues of $5,244,442 for the
year then ended, and the Housing Authority of the City of Salina which statements reflect total assets of $7,979,789
as of June 30, 2008 and total revenues of $2,359,284 for the year then ended, which are discretely presented
component units in the accompanying financial statements. Those financial statements were audited by other
auditors whose reports thereon have been furnished to us, and our opinion, insofar as it relates to the amounts
included for the Salina Airport Authority and the Housing Authority of the City of Salina is based solely on the reports
of the other auditors.
.
We conducted our audit in accordance with auditing standards generally accepted in the United States of America
and the "Kansas Municipal Audit Guide." Those standards require that we plan and perform the audit to obtain
reasonable assurance about whether the financial statements are free of material misstatement.
An audit includes
consideration of internal control over financial reporting as a basis for designing audit procedures that are
appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's
internal control over financial reporting. Accordingly, we express no such opinion.
An audit includes examining, on
a test basis, evidence supporting the amounts and disclosures in the basic financial statements. An audit also
includes assessing the accounting principles used and significant estimates made by management, as well as
evaluating the overall basic financial statement presentation. We believe that
our audit provides a reasonable basis
for our opinion.
In our opinion, based on our audit and the report of other auditors, the financial statements referred
to above present
fairly, in all material respects, the respective financial position of the governmental activities, the business-type
activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund
information of the City of Salina, Kansas, at December 31, 2008, and the respective changes in financial position
and cash
flows, where applicable, thereof for the year then ended in conformity with accounting principles generally
accepted in the United States of America.
The management's discussion and analysis on pages 3 through 13 and the major fund budgetary comparisons on
pages 49 through 57 are not a required part of the basic financial statements but are supplementary information
required by accounting principles enerally accepted in the United States of America. We have applied certain
limited procedures, which consiste
Q principally of inquiries of management regarding the methods of measurement
11
and presentation of the required supplementary information. However, we did not audit the information and express
no opinion on it.
In accordance with ”Government Auditing Standards,” we have also issued our report dated December 8, 2009, on
our consideration of City’s internal control over financial reporting and our tests of its compliance with certain
provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is to
describe the scope of our testing of internal control over financial reporting and compliance and the results of that
testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is
an integral part of an audit performed in accordance with “Government Auditing Standards” and should be
considered in assessing the results of our audit.
Our audit was made for the purpose of forming opinions on the financial statements that collectively comprise the
City’s basic financial statements. The introductory section, combining and individual nonmajor fund financial
statements and schedules, and statistical tables as listed in the table of contents are presented for purposes of
additional analysis and are not a required part
of the basic financial statements. The accompanying schedule of
expenditures of federal awards and the combining and individual nonmajor fund financial statements and schedules
have been subjected
to the auditing procedures applied in our audit of the basic financial statements and, in our
opinion, is fairly stated, in all material respects. in relation to the basic financial statements taken as a whole. We did
not audit the data included in the introductory and statistical sections of this report and therefore, we express no
opinion thereon.
December 8,2009
12
Management Discussion and Analysis
This section of the report contains an overview and analysis of the City of Salina’s financial statements for the fiscal
year ended December 31, 2008. The information contained here, as well as the information contained in the letter
of
transmittal, are intended to provide the reader of the financial statements with a well rounded picture of the City’s
financial condition.
Financial Highlights
+ Net Assets increased by $1,270,000. This amount is entirely attributable to Business type activities of the City.
Assets related to Governmental Activities declined by about $71,000. + On the whole, fund balances related to operations declined modestly. The General Fund Balance declined by
about $1.3 million (17%). + Investment revenues dropped precipitously by $791,000. This is a reduction of 42%. + Revenues increased in 2008, but expenditures increased more, particularly in the Governmental Funds + A new comprehensive pay plan was adopted in mid-2007. The initial impact of that change continued into 2008. + The City experienced a major ice storm in December 2007. Disaster recovery costs continued well into 2008. + The City eqgaged in a tax increment district financing at the close of 2008.
The Basic Financial Statements
The basic financial statements of the City include the government-wide financial statements and the fund financial
statements. The notes to the financial statements follow the basic financial statements, and are essential for the
reader’s understanding of the financial statements. Other supplementary information, including the combining
schedules for non-major funds and the budgetary comparison reports, are at the end of this report
to provide
additional information for the reader.
Government-wide Financial Statements
The government-wide financial statements present the results of the City’s operations using the accrual basis of
accounting, the same basis as is used by private sector businesses. These statements focus on the long-term
financial picture of the City as a whole
The Statement of Net Assets reports all of the City’s assets and liabilities. Net assets, the difference between assets
and liabilities, are an important measure of the City’s overall financial health. Net assets represent the total
accumulated and unused resources available
to the City for the purpose of providiqg services. Over time, the
increases and decreases in net assets can
be monitored to determine if the City’s financial position is improving or
deteriorating.
The Statement of Activities shows how the net assets have changed during the fiscal year. One unique feature of
this statement is how it shows the revenues and expenses related to specific programs and how much of those
programs were supported by the general taxes of the City. Since this statement is prepared on the accrual basis of
accounting, all revenues and expenses are included, regardless of when cash is actually received. Both statements
show the operations of the City broken down between governmental and business type activities. Governmental
activities are the operations of the City generally supported by taxes, such as Public Safety (Police, Fire, and EMS),
Public Works, Public Health, and Culture & Recreation. Business-type Activities are operations of the City that are
intended
to recover a significant portion of their costs through user fees and charges. These include Water and
Sewer, Refuse collection, the Golf Course, and operation of the City Solid Waste Facility.
The government-wide financial statements include the Salina Airport Authority and Salina Housing Authority as
discretely presented component units of the City. Note 1, item A in the Notes to the Financial Statements provides a
more complete explanation of the relationship between these entities and the City of Salina.
Fund Financial Statements
The City uses three types of funds to manage its resources: governmental funds, proprietary funds, and fiduciary
funds. A fund is a fiscal entity with
a set of self-balancing accounts recording financial resources together with all
related liabilities and residual equities and balances, and the changes therein. These accounting entities are
13
separated for the purpose of carrying on specific activities or attaining certain objectives in accordance with
regulations, restrictions, or limitations.
Governmental fund financial statements are prepared on
a modified accrual basis. Under this basis, revenues are
recognized when they become measurable and available, and expenditures are recognized when the related fund
liability is incurred with the exception of long term debt and similar items which are recorded when due. The focus is
on the short-term financial picture of the operations of the individual fund, rather than long-term citywide view
provided by the government-wide statements. Major Governmental Funds are presented in individual columns, while
Non-major Governmental Funds are aggregated into an "Other Governmental Funds" column.
A combining
statement for the Non-major funds is presented as supplementary information in the back of the report. The
information presented in these statements can be compared to the governmental activities information in the
government-wide statements. The reconciliation at the end of the fund financial statements details the relationship
between the two types of financial statements.
Proprietary funds fall into
two categories: enterprise funds and internal service funds. All proprietary funds are
prepared on the accrual basis of accounting, and are used
to account for business-type activities. Enterprise fund
statements present the same information that
is in the government-wide statements for business-type activities, but
in greater detail. The City of Salina currently operates four enterprise funds: Sanitation Collection, Solid Waste
Disposal, Golf Course, and Water and Sewer. Internal Service funds are used to account for the cost of operations
shared by various departments of the City. The city operates five internal service funds. Three
of these are for self-
insurance activity: Risk Management, Workers Compensation Reserve, and Health Insurance. The remaining
two
account for our lnformation Services activity and for the Central Garage operation. A combining statement for these
internal service funds can be found in the supplementary information following the notes to the financial statements.
Fiduciary funds are used by the City
to account for resources held by the City for a third party. Agency funds are a
special class of Fiduciary Fund in which liabilities always equal
assets, and thus there are no net assets. The City of
Salina operates nine Agency funds. Schedules for these funds may be viewed in the supplementary section of this
report.
Permanent Funds are used
to report resources that are legally restricted to the extent that only earnings, not
principal, may be used. Permanent funds operated by the City include the Citizenship Trust, Cemetery and
Mausoleum Endowments, and the Tn-centennial Commission fund.
Notes to the Financial Statements
The notes to the financial statements are an integral part of the basic financial statements since they contain valuable
addibonal information necessary for gaining a complete understanding of the City's financial statements.
Other lnformation
In addition to the basic financial statements and the notes described above, this report also presents the general fund
and major special revenue fund's budgetary statements as required supplementary information directly following the
notes to the basic financial statements. The combining statements for the non-major funds are shown after the
required supplementary information. Finally, the statistical section includes selected statistical data about the City's
operations and economy.
The City as a Whole
This section will identify, discuss, and analyze significant differences and trends that will enhance the reader's
understanding of the City's financial position
Tax Base and Economy
The City of Salina relies on three major groups of revenues to support it's operations. Each of these revenue
streams has a different revenue base. In declining order of magnitude, they are charges for service, sales taxes, and
property taxes. Sales taxes and property taxes apply primarily
to Governmental Activities, while charges for services
apply to both Governmental (35%) and Business-type (65%) activities.
Charqes for Services account for about 45% ($30,447,000) of the City's revenue stream. Charges for Service
depend on both the rate that is set for the activity, as well as the volume of services provided. The following table
14
illustrates service volume and rate adjustments for some of the more significant services for the year ending
December 31,2008.
De scrip ti0 n
Monthly Ave Water Accounts Billed
Water Metered (In Billion Gallons)
Sanitation Customers
Golf Rounds (18 Hole)
Golf Rounds (Par 3)
GolfAnnuaIMem berships
Solid Waste Tonnage
2007
Volume
19,908
1.94
15.267
33,518
5.0 83
287
100,626
2008
Vo lume
19,971
1.85
15.397
27.301
3.962
299
99,818
-
C hang e
63
-0.09
130
(6,217)
(1.121)
12
(80 8)
Rate Comments
Water Rates Increased 5.0%
Wastewater lnaeased by 5.0%
Sanitation rates increased bt 4.0%
The rate stru dure and options we re
significantly m od ifie d
$1 (3.5%)per ton increase
The number of Water accounts billed grew by about .I %, while the volume of water sold declined by 4%. The
number
of sanitation customers increased by about .2%. Golf activity shows a decrease (12.3%) in 18 hole rounds,
as well as a decrease in annual patronage. Solid Waste tonnage showed a slight decrease.
Sales taxes are the next largest component of the revenue mix, providing 22% ($14,575,000) of the total revenues.
The City receives a .75% City-wide sales
tax, and also a portion of the County-wide 1% sales tax. One-third (.25%)
of the City-wide sales tax is required to be used for special purposes. The remaining 5% along with the City portion
of the Countywide tax is available for general purposes. Total revenue from the sales tax in 2008 was $ 14,575,000,
up from $13,955,000 in 2007. This represents an increase of 4.4Ok in tax proceeds distributed to the City.
A number of factors affect the sales tax. First are the regional and local economic conditions and relationships.
These are reflected in the proceeds of the City-wide tax, which grew by about 4.3%.
However, the City was favorably affected by the formula used
to distribute the County-wide sales tax among
participating jurisdictions (only Cities and the County participate, School and other special districts do not). The
formula is based, in part, on the property tax efforts of each jurisdiction. Because the portion of the overlapping levy
attributable to the City of Salina was increased for 2007, the City's allocated portion of the County-wide sales tax was
increased from 61.9% in 2007 to 62.3% in 2008.
As a result, the City share of the County-wide tax grew by 4.7%.
On November 4,2008, Salina voters approved an increase of the special purpose .25% tax to a .40% tax. The
extended tax is to sunset March 31, 2018. The tax was also modestly re-purposed, for Capital and Economic
Development purposes only.
Property Taxes are the third major component of the revenue mix, accounting for 16% ($10,467,000) of total
revenues. Property taxes consist of two components: Real estate and personal property taxes which are
determined by the mill levy set by the city and the assessed value of the property; and motor vehicle taxes, which are
established by a countywide average tax rate, and the assessed value of the vehicle.
Real estate and personal property assessed value grew by 6
5%. The total City mill levy was increased slightly, by
.7%, while the overlapping levy was nearly stable Tax delinquency decreased from 3.7% to 3.5%.
Motor Vehicle value increased by 1 6%. Motor vehicle taxes are distributed based on a formula using prior year's tax
effort (similar to the Countywide Sales Tax Distribution).
15
The following table summaries the comparative property assessed values and tax levy rates:
Fiscal (Budget) Year 2007 2008
Real Estate and Personal Property Assessed Valuation
City Mi11 Levy ($ per $1.000)
377.9 17,187 392,728.487
Operating (General Fund, Employee Benefits, Flood and Drainage
Fund) 19.835 19.571
Debt Service Millage 3.954 3.912
Total City Levy Rate 23.789 23.959
Total Over lapping Levy 11 7.722 117.159
Percent of Current Taxes Collected 96 3% 96.5%
Ratio of TotaITaxes (including delinquent tax collections) to Taxes Levied 98.4% 99.3%
Motor Vehicle ValuaTon 50,548,706 51,351,656
Change
14.81 1.30 0
(0 264)
(0.04 2)
0 170
(0.56 3)
0 002
0 .oo 9
802.95 0
The unemployment rate in Saline County decreased slightly from 3.3% in 2007 to 3.9% in 2008, reflecting general
economic conditions. This is below the statewide and national unemployment rate. The total
labor force decreased
to 29,222, a change of 5%.
In 2008, the top ten property taxpayers accounted for 11.79% of total assessed value. This is slightly less
concentrated than ten years ago (at 12.2%)
Statement of Net Assets
Net assets may, over time, provide an indicator of a government's financial position. In the case of the City of Salina,
assets exceeded liabilities by $186,282,000 at December 31, 2008. This represents an increase in net assets of
$1,290,000 over 2007. A comparative condensed Statement of Net Assets at December 31,2006 and 2007:
Cornparatibe Condensed Statement of Net kssets. 2007 and 2008
Cash and Investments
Other C ment Assets
Noncurrent (Capital) Assets
Total
Assets
current Liabillles
Noncurrent Lialnllt e s
Total Liabilities
NetASSets:
Invested in capbl assets, net of
related debt
Restnded for Permnent Funds
Restncted for Debt Service
Unrwtncted
Total NetAssets
Percent of Total Assets
Cash an3 Investments as a
percentage of current lablilies
Governmental Activities
2007 2008
$ 20,370 $ 16,500
$ 12,526 $ 13.467
$ 142,265 $ 140,826
$ 175,161 $ 178.804
$ 20,921 $ 20,868
$ 26.245 $ 30.013
$ 47.167 $ 50,881
$ 115.029 $ 118,986
$ 399 $ 41 9
$ 1,210 $ 793
$ 11.356 $ 7,745
$ 127.994 $ 127,923
69% 69%
97% 79%
(In SOOO)
Business Type Adhities
2007 2008
$ 12,3!57 $ 12,266
$ 2,352 $ 3,280
8 59,821 $ 58,170
$ 74.530 $ 73.716
8 3,274 $ 2.731
$ 14.259 S 12.646
$ 17,533 $ 15.377
$ 45,435 $ 45.931
$ 1,151 $ 1,211
$ 10,412 $ 11.199
$ 56,998 $ 58.339
31% 31 %
377% 449%
Total Prinary Gowmment
%of %of 2006-2007
2007 Total 2008 Total Change
$ 32,727 13% $ 28,766 11% $ (3,961)
$ 14,879 6% $ 16,750 7% $ 1,871
$ 202,086 81% $ 207,005 82% 0 4,919
$ 249.691 lQE6 S 252.520 XU% $ 2,829
$ 24,195 37% $ 23.598 36% $ (597)
$ 40.505 .63% $ 42.860 65% $ 2355
$ 64.699 100% $
66,258 100% $ 1,559
$ 160,464 87% $ 164,897 89% $ 4,433
20. $
8 2.362 1% $ 2,004 1% $ (358)
$ 21.768 12% $ 18.942 1oOh $ (2,826)
$ 184,992 limb $ 186,282 m $ 1,290
399 0% $ 419 Wo $
100% 100%
1 35% 122Yo
The largest segment of the City's net assets (89%) reflects its investment in capital assets (land, buildings, streets
and drainage facilities, utility plant, vehicles, equipment, etc.), less any debt used to acquire those assets that is still
outstanding. These assets are used to provide services to citizens. As a result, resources required to retire related
debt can not come from liquidation of the asset. Such resources generally must be provided from other sources,
such as future taxes or user charges.
16
A small portion of net assets (I YO) is restricted for debt service. The remainder of net assets (10%) may be used to
meet the City's oblig.ations to citizens and creditors.
In 2008, the amount invested in capital assets net of related debt increased by $4,523,000. Unrestricted net assets
decreased by $2,826,000. This reflects a decline in cash and investments of $3,961,000.
Total liabilities increased, with all of the increase attributable
to non-current liabilities. Long term liabilities increased,
reflecting primarily an increase in bonds payable. Total assets increased. This increase was primarily attributable to
increases in capital assets.
During the year ended December 31,2008, there were several significant events that changed the balance of net
assets.
Governmental Activities. 2008 saw a decrease in cash and investments in Governmental funds. This is due largely
to increases in expenditures for both capital and operating requirements. Significant contributors to this trend are
the impacts of the pay plan and an aggressive street maintenance program.
Business-type Activities: Business Type activities were engaged largely in maintenance type activities. Scheduled
debt paydowns resulted in a slight increase in net capital assets.
Statement of Activities
A condensed statement of activities is shown below.
Condensed Compantrve Slahment of ActMties, 2007 and 2008
Governmental Adtvities
2 007 2008
Program Revenues'
Charges for SeMces $ 10,490 $ 10,703
Operating Grantsand Contributrons $ 3,381 $ 3,752
Capltal Grants and Contributions $ -
Property Taxes $ 9.978 $ 10.467
Sales Taxes $ 13,955 $ 14.575
Othe r Taxe s $ 5,445 $ 5.747
Investment Revenue $ 1,255 8 805
Other Miscellaneous $ 890 $ 812
Total Revenues. $ 45,394 $ 46,861
EveIlSes.
General Government $ 6,732 $ 6.791
Public Safety S 16,877 $ 18,440
Publtc Works $ 9,258 $ 9,706
Public Health and Sanlation $ 1,281 $ 1.310
Culture and Recreation $ 5.658 $ 5,582
Planning and Development $ 2,814 $ 3.480
Solid Waste Dsposal
Waterand Sewer
Sanilabon Golfcourse
Interest on Long Term Debt $ 1,295 8 1,454
Total Expenses $ 43,915 $ 46.763
Increase in net assets before transfers $ 1.479 $ 98
Transferr and other extraordinary ttems $ 672 $ 60
Increase v) Net Assets $ 2.150 $ (46)
Net Assets. January 1 $ 126,594 $ 127.994
Pnor Perlod Adjustment $ (750) $ (26)
Net Assets, January 1, restated $ 125.845 $ 127.968
Net Assets December31 $ 127,994 $ 127,922
General Revenues.
(In 8000's)
Business-Type Activities
2007 2CQ8
$ 19.678 $ 19.744
$ 641 $ 300
$ 201 $ 118
$ 20,520 $ 20,162
2,088
12,227
2.038
884
17.237
3.283
(672 )
2,612
53,933
453
54,386
56.998
2,008
13,284
2,194
884
18.370
1,792
(6 0)
1,752
59.998
(41 1)
58,587
58,33 9
Tolal Primary Government
2007 % 2008 % 2007-2008
$ 30,168
$ 3,381
$-
$ 9.978
$ 13,955
$ 5,445
$ 1,896
$ 1,091
$ 65,914
$ 6.732
$ 16.877
$ 9258
$ 1281
$ 5,658
$ 2.814
$ 2.088
$ 12227
$ 2.038
$ 884
$ 1295
$ 61.152
$ 4,762
$-
$ 4,762
$ 180.527
$ (297)
$ 180231
$ 184.992
46Yo $ 30,447
5% $ 3,752
0% $ -
15% $ 10.467
21% $ 14.575
8% $ 5.747
3%$ 1,105
2% $ 930
100% $ 67,023
11% $ 6,791
28% $ 18,440
15% $ 9,706
2% $ 1,310
9% $ 5.582
5% $ 3.480
3% $ 2.008
20% $ 13.284
3% $ 2.194
1% $ 884
2% $ 1,454
100% $ 65,133
-
$-
$ 1,890
$-
$ 1,706
$ 187,992
$ (437)
$ 186,555
$ 186,261
Change
45% $ 279
6% $ 371
0% $ -
16% $ 489
22% $ 620
9% $ 302
2% $ (791)
1% $ (161)
- 100% $ 1,109
10% $ 59
28% 8 1,563
15% $ 448
2% 8 29
% $ (76)
5% $ 666
3% $ (80)
20% $ 1,057
3% $ 156
1% $ -
2% $ 159
100% $ 3.981
$ (2.872)
$-
0 (3,056)
$ 7,465
$ (140)
$ 6,324
0 1,269
Governmental Activities. Total expenses for Governmental Activities for the year ending December 31, 2008 were
$46,861,000 compared to $45,394,000 in 2007. Governmental activities represent 70% of the City's total
expenses. The largest element of Governmental Activity expense was Public Safety, at 28% of the City total,
followed by Public Works at
15% of the total.
17
Charges for service attributable to Governmental Activities totaled $1 0,703,000 and operating grants for those
purposes were $3,752,000. The balance of $32,406,000 was funded by general revenues. Sales taxes accounted
for $14,575,000 of the general revenues, with property taxes providing $10,467,000. Net assets decreased by
$46,000 as a result of Governmental Activities.
Business Type Activities. Total expenses for Business-type Activities for the year were $18,370,000, or 30% of the
City’s total expense. The majority of this expense ($13,284,000) is attributable to Water and Sewer operations, with
the other activities (Solid Waste Disposal, Sanitation, and Golf Course) costing a combined total of $5,086,000.
These activities are primarily supported by user charges, with only $418,000 coming from general revenues,
representing largely the interest earned on fund balances held by the City. Net assets increased by $1,752,000 as a
result
of Business-type Activity operations.
Fund Financial Analysis
Governmental Funds
Fund Balances:
The table below shows the Governmental Fund balances for major funds for the years ended December 31, 2007
and December 31,2008.
Fund
G ener al
Employee Benefits
Flood and Drainage
Tourism and Convention
Special Gas
Bicentennia
I Center
Debt Service
Capital Projects
Other Governmental Funds
Total
20 07
7,330,631
845,846
548,952
278,921
1,785,911
226,930
12 10,457 .
(3,6 07,071)
4,451,923
13,072,500
2008
6,029,523 $
789,647 $
507,183 $
274,668 $
1,793,378 $
135,931 $
792,744 $
(3,666,332) $
5,166,176
11,822,918 $
Change
(1,301,108)
(56,199)
(41,769)
(4,253)
7,467
(90,999)
(417,713)
(59,261 )
7 14,253
(1,249,582)
Total Governmental Fund balances decreased by $1,249,582. The reasons for these changes are varied. The most
significant change is in the General Fund. This is due to multiple issue, including pay plan impacts, disaster recovery
impacts, and anemic revenue growth.
18
Revenues and Expenditures:
The following table shows a comparison of revenues and expenditures (including other sources and uses) for major
funds for the years ending December 31,2007 and 2008.
Fund 20 07
Revenues (Including Other Financing Sources)
Genera I $ 25,597,011
Employee Benefits $ 5,902,024
Flood and Drainage improvement $ 207,235
Tourism and Convention $ 1,000,624
Special Gas $ 1,653,747
Bicentennial Center $ 1,703,115
Debt Service $ 3,932,905
Capital Projects $ 7,632,226
Other Governm ental Funds' $ 4,520,206
Total Revenues $ 52,149,093
Less Other Sources $ 8,984,951
Revenues, net of other sources $ 43,164,142
Expenditures (I nclud ing Other Financing Uses)
Genera I $ 26,491.109
Flood and Drainage Improvement $ 44.40 8
Tourism and Convention $ 954,077
Bicentennial Center $ 1,586,717
Debt Service $ 3,457.680
Capital Projects $ 6,898,471
Other Governm ental Funds' $ 3,567,333
Employee Benefits
8 5,774,011
Special Gas $ 993.593
200 8
$ 27,730,274
$ 6,033,103
$ 209,926
$ 1,062,276
$ 1,667,515
$ 1,570,828
$ 3,483.312
$ 4,243.108
$ 8,405,750
$ 54,406,092
$ 10,147,955
$ 44,258,137
29,031,382
6,089,312
251,695
1,066,529
1,660,048
1,661,827
3,901,025
4,302,369
7,691.497
Change
$ 2,133,263
131.079 $
$ 2,691 s 61,652
$ 13,768
$ (1 32,287)
$ (449,593)
$ (3,389,116)
$ 3,885,544
$ 2,256,999
$ 1,163,004
$ ' 1,093,995
$ 2,540.273
3 15.301 $
$ 207,287
8 112,452
$ 666,455
$ 75.110
0 443.345
$ (2.596.102)
$ 4,124,164
Total Expenditures
8 49,767.399 $ 55,655,684 $ 5,888.285
Less Other Uses $ 2,054,924 $ 2,763,222 $ 708,298
Expenditures, net of other uses $ 47,712,475 $ 52,892.462 $ 5,179,987
Total revenues and other sources increased by $2,256,999 from 2007 to 2008. The largest component of this
change was in Other'Governmental fund, resulting from the impacts of accounting for the settlement of the Tax
Increment financing project.. Other changes include an increased General supplement for the Bi-Centennial Center,
changes in temporary note activity, and reimbursements received from FEMA.
A noticeable decline was also
apparent in the capital projects funds, and is due
to changes in financing activities for those
Expenditure changes reflect transfers from the General Fund to the Bi-Centennial Center Fund as well as the Special
Sales Tax Transfer (included in "Other Funds"). Implementation of the new pay plan at mid-year in 2007 had
significant effects on the General and Employee Benefits fund expenditures for 2008. Special Gas Tax fund
expenditures reflect an aggressive street maintenance program.
19
Proprietary Funds
The City of Salina operates four Enterprise Funds as well as fwe Internal Service Funds.
A summarized comparative Statement of Net Assets follows for each Enterprise Fund:
C ur rent As se ts
Cap ita I A ssets
Total Assets
Current Liabilities
N on cu rren t Liab ilitie s
Total Liabilities
Assets Invested in Capital, net
of related debt
Restricted Net Assets
Unrestricted Net Assets
Total Net Assets
Current Assets as a percentage
of current liabilities
C ur rent Asse ts
Cap ita I Assets
Total Assets
C ur ren t Liab [lit ies
N on cu rren t Liab ilitie s
Total Liabilities
Assets Invested in Capital, net
of related debt
Restricted Net Assets
Unrestricted Net Assets
Total Net Assets
Current Assets as a percentage
of current liab ilities
Summary Statement of Net Assets
(in $000'~)
Solid Waste Disposal
20 07 20 08 Change
3,486 $ 3,369 $ (117:
3,439 S 3.225 S (214:
6,925 $ 6,595 $ (330:
628
S 506 S (122:
2,957 $ 2,485 $ (472:
3,585 $ 2,991 16 (594:
1,823 $ 1,982 $ 159
1,517 $ 1,621 B 104
3,340 $ 3,603 $ 263
s
55 5% 66 6%
Sanitation
20 07 20 08 Change
865 f 647 $
471 $ 613 S
1,336 $ 1,260 $
158 8 64 $
71 $ 115 8
229 $ 179 S
471 $ 613 8
636 $ 488 $
1.106 3 1.081 $
54 7% 101 1%
(218:
142
(76;
(94 :
44
(501
142
(148:
(25 1
Water and Sewer
2007
$ 10.307 $
$ 55.459 $
8 65.766 $
$ 2.442 $
$
11.184 $
8 13,626
$ 42.690 $
f 1.151 S
$ 8,300 $
$ 52.141 $
422 %
2008 Change
11.435 $ 1,128
53,905 $ (1.554
65,340 $ (426
2,116 5 (326
9.973 $ (1.211
$ (13.626
42,909 $ 219
1,211 8 60
9.131 $ 83 1
53.251 $ 1,110
540%
Golf Course
16 51 $ 95 $ 44
$ 503 $ . 522 $ 19
200 7 2008 Change
0 452 $ 427 B (2 5
45 .5 45 16
92 S 118 S
$
$
(5
27
26
47 b 74 6
8 452 15 427 $ (25
113% 211%
The Golf Course Fund shows declines in total net assets, due primarily to a reduction in current assets, however,
capital assets also decline. Unrestricted net assets in this fund reflect
a $23,000 deficit balance, which is an
improvement over the prior year. The other enterprise funds all show modest improvement in net assets.
Revenues, Expenses, and Changes in Net Assets
The Solid Waste and Water and Wastewater Funds, showed healthy results from operations, with net assets
increasing in both of those funds. The Golf Course, however, experienced significant losses on the year. Operating
Revenues were down, while operating expenses continued to grow Operating losses for the
course was $1 04,000,
compared to a $132,000 loss in 2007. The Sanitation Fund is stable
20
Summary of Revenues, Expenses and Changes in Net Assets
(In $OOOk)
Operating Revenues
Operating Expenses
0 pera bn g Income
Non-ope rating revenues (expenses)
. Income (Loss) before Transfers
Transfers in (out)
Capital Contibutions
Change in Net Assets
Net Assets, January 1
Restatement
Net Assets, January 1, restated
Net Assets, December 31
Operating Revenues
Operating Expenses
Operating Income
Non-operating revenues (expenses)
Income (Loss) before Transfers
Transkrs in (out)
Change in Net Assets
Net Assets. January 1
Restatement
Net Assets. January 1, restated
Net Assets, December 31
Budgetary Highlights
Solid Waste Disposal
200 7 200 8 Change
2,819 $ 2,760 $ (591
2,033 $ 1,972 $ (61 I
786 $ 788 $ 2
911 $ 826 $ (851
(692) $ (180) $ 512
219 $ 646 $ 427
3,170 $ 3,340 $ 170
(48) $ (383) $ (3351
3,121 $ 2.957 $ (164)
3,340 $ 3,603 $ 263
Sanitation
200 7 2008 Change
2,112 $ 2,172 $ 60
1,999 $ 2,209 $ 210
114 $ (37) $ (151)
(3) $ 31 $ 34
996 $ 1,106 $ 110
$ (20) $ (20)
996 $ 1,086 $ 90
1,106 $ 1,081 $ (25)
Water and Sewer
2 007
$ 14,198 $
$ 11,546 $
$ 2,652 $
$ (259) $
$ 2,394 $
$ (30) $
$ 2,364 $
$ 49.275 $
$ 501 $
$ 49,777 $
$ 52,141 $
2008 Change
14,151 $
12,754 $
1,397 $
(301) $
1.096 $
38 5
1,134 $
52,141 $
(23) $
52,l 17 $
53,251 $
Golf Course
2 007 2008 Change
749 $ 779 $
883 S 884 $
(133) $ (105) $
2s I$
(132) $ (104) $
50 $ 82 $
(82) $ (21) s
492 $ 410 $
$ 15 $
492 $ 425 $
410 $ 404 $
The objective of budgetary controls is to ensure compliance with legal provisions embodied in the annual
appropriated budget approved by the City Commission. The legal level of budgetary
control is maintained at the
Fund level, in accordance with State Statutes. Management control is maintained at the departmental level. Within
the departments, considerable discretion is permitted. The City uses an encumbrance accounting system, in which
estimated purchase orders are recorded prior
to the release of purchase orders to vendors. Open purchase orders
are reported as reservations of budgetary basis fund balances at December 31,2008 Formal budgetary
amendments are limited
to those circumstances in which the need is perceived to alter the total fund budget. Re-
allocation among departments or line items are not typically recorded as budgetary amendments
However, in addition to formal amendments, departments within the City are allowed to transfer budget between line
items within a department. Budgets may also be transferred from department
to department within each fund. As a
21
result of these transfers, the original budget and the final budgets may not be the same for departments within a
fund.
The General Fund budget was formally amended during the year
to accommodate a change in contingencies.
The Crty experienced a number of significant variances from budgeted items in the General Fund, however, the total
fund was well with budget.
Most revenue classes fell short of budget. This was offset by increased an increased
level
of transfers from other funds, in particular the Special Sales Tax fund
Several expenditure items were also significantly over
or under budget. Several Departments exceeded budgeted
expenditures, most notably the Public Safety Departments, which exceeded budgeted levels by an aggregate of
$422,000. The budget variations are due to two factors. First, the pay plan had much more significant effects on
pay levels in Public Safety. Second, the revised pay schedules placed the City in a more competitive position with
respect to the market, and as a result vacancy levels were much lower than anticipated.
Capital Assets and Debt Administration
Capital Assets
The total amount invested in Capital Assets for the City at December 31, 2008 was $202,708,000 net of accumulated
depreciation.
The following table illustrates the Capital Asset balance by various classes of assets at December 31, 2008:
Capital Asset Balances Net of Depreciation, 12/31/2007 and 12/31ROO8
(In 000's)
Governmental Activity
200 7 2008
Equipment, Furniture and Fixtures $ 1,142 $ 1,397
Vehicles $ 2.082 $ 1,614
Buildings and Improvements $ 13,255 $ 12,630
Land .$ 22,689 $ 22,477
I nf ras tructure $ 80,413 $ 77,889
Construction in Progress $ 22,686 $ 32,531
Total $ 142,267 $148,538
Net of Accumulated Depreciation
Changes to capital assets may be summarized as follows:
Bus iness-type Activity
20 07 20 08
$ 1.554 $ 2,065
$ 1,085 $ 973
$ 13,647 $13,218
$ 1,542 $ 1,541
$ 41,953 $40,173
$ 40 $ 200
$ 59,821 $58,170
Additions
Retirements
Adjustments
Net Additions
Govemm ental Business-Type
Acbvity Activity
$ 10,820 $ 161
$ 258 $ 44 1
f 580 $ 19
s 11,658 f 621
Depreciation Expense Applied $ 3,973 f 2,310
Total
$ 2,696 $
$ 3,167 $
$ 26,902 $
$ 24,231 $
$
122,366 $
$ 22.726 $
$ 202,088 $
20 07
Total
f 10,981
f 6 99
f 5 99
f 12.279
9 6.2 83
2008
3,462
2,587
25,848
24,018
118,062
32,73 1
206,708
Additional information on the City's capital assets can be found in Note 4,D. of the notes to the basic financial
statements.
22
Debt Management
The City's general policy for General Obligation Bonds is to issue them for no more than 10 years for the City at
Large portion, with some exceptions permitted for extraordinary projects. On special assessment bonds, the maturity
may extend to 15 years.
The outstanding General Obligation Bonds at 12/31/2008 totaled $32,649,999. Temporary notes outstanding total
$5,005,000 Total General Debt is thus $37,654,999.
In addition, Business-type activities had $3,030,000 in Revenue Bonds outstanding, as well as $6,428,759 in loans
provided through the Kansas Development Finance Authority. Revenues generated by user fees are pledged to
retire all of the Bonds issued by Business-type activities.
The City engaged in several debt transactions during 2008. One General Obligation Bond issues, Series 2008A
was sold in the total principal amount of $3,720,000. A second issue, 2008-8 was issued in the amount of
$3,525,000 for the purposes of financing an economic development project. While this is a General Obligation issue,
property and sales tax increments from the project are pledged
to repay the debt, and are anticipated to be sufficient
to do so. Moody's rating service extended a rating of Aa-3 to both issues
Additional information on the City's debt can
be found in Note 4, E. of the notes to the basic financial statements.
Requests for Information
This financial report is intended to give the reader a general overview of the City's finances. Questions about
information in this report or requests for additional information should be directed
to the Director of Finance, Room
206, 300 West Ash Street, Salina, Kansas, 67401.
23
BASIC FINANCIAL STATEMENTS
25
I
CITY OF SAUNA, KANSAS
STATEMENT OF NEF ASSETS
December 31,2008
ASSETS
Current assets:
Cash and investments
Receivables (net of allowance for unwllectibks)
Accounts
Taxes
Interest
Notes
Inventory
Restrltted cash and investments
PrepaM
expenses
Net investment m financing leases
Deferred charges
Total current assets
Noncurrent assets:
Notes receivable
Capital
assets, nondepreciable
Construchon
in progress
Land
Capital assets. depredable
Less: Accumulated depreciation
Total noncurrent assets
Total assets
Liabllltles:
Current liabilities:
Accounts payable
Retainage payable
Accrued fiabilihes
Matured bond prim'pal and interest
Accrued mterest payable
Deposits payable
Unearned revenue
Due to olher governments
Can1 portlon of compensated absences
Current portion of temporary notes payable
Current
pottion of loans payable
Current portion
of revenue bonds payable
Cmt portion of financing leases payable
Current portion of special assessment debt payable
Current
portion of general obligation bonds payable
Total current liabillbes
Noncurrent Ilabihlles:
Accrued Iiabilibes
Compensated absences
Net OPE9 obligation
Temporary notes payable
Loans payable
Revenue bonds payable
Financing
leases payable
Specrat assessment deb1 payable
General obligation
bonds payable
Landfill postclosure care liabllrlies
Total noncurrent liabrlies
Total liabiliies
Net Assets
Invested in capital assets. net of related debt
Restrltted for:
Permanent funds
Expendable
Debt
smce
Unrestricted
Total net
assets
Pnmary Government Componenf Units
Total Total Total Salina Salina
Governmental
Business-type Primary Housing Airport
Activdies Aclivittes Government Authority Authority
$ 16.500.373 $ 12.265.626 $ 28,765.999 $1.348,109 $ 1.871.999
2,031,150
10,658.825
159.657
276,130
341,445
29,967,580
1.1 95.203
659.946
1,211,221
214.241
15.546.237
3.226.353 43,646 69.326
10.658.825
- 1.281.413
159,657
2.293
936,076 15.330
1.21 1.221 363,044
52.874 5.247
443,123
555.686 81.888
45,513.81 7 1.825.296 3.752.996
10.895
32,531 277 200.461 32,731.738 346,606 8.821.320
22.477.191 1,541.002 24,018.193 1.481891 9,675,910
168584,152 95,611,282 264.295.434 6,844.553 44202.916
74.856.692 39.182.522 114.039.214 2.529.452 20.137.366
148.835.928 58,170,223 207.006.151 6.154.493 42,562,780
S 178.803.508 $ 73.716,460 $ 252,519.968 $7.979.789 $46,315.776
$ 489.084
12,706
501,050
10.145
297.679
10.3% 16 1
1,331.007
5.005.000
2,866.701
20.867.533
305,284
1.895.284
687.608
27.003.229
29.891.405
$ 475.864
168.482
102,497
276.789
373.962
710.000
623.299
2.730.893
394.133
126,138
6,054,797
2.320.000
2.156,770
1.566.636
12.618.474
$ 964.948
12,706
501,050
10,145
466.161
102,497
10,354.161
1.607.796
5.005.000
373,962
710,000
3.490.000
23.598.426
305.284
2.289.417
813.746
6,054.797
2.320.000
29.159.999
1.566.636
42.509.879
E 21.933
40.254
73.347
177,495
26,614
2.269
341.912
9.475
20,421
$ 603.249
114,129
320.591
1.410.104
35.331
24.106
755.000
3,262,510
10,975,000
323.500
207,948
5.770.000
29.896 17.276.448
$ 50.758.938 S 15.349.367 $ 66.108.305 $ 371.808 $20,538.958
$ 118.965.998 S 45.931.395 $ 164.897.393 $6,143,598 $24.471.896
418.585 418.585
280.222
792.744 1.21 1.221 2,003,965
7,867,243 11.224.477 19,091,720 1.184.161 1.304.922
8 128.044.570 $ 58.367.093 $ 186.41 1.663
S 7.607.981 $25.776.818
The notes to the basic financial statements are an integral part of tho statement.
27
ClN OF SAUNA. KANSAS
STATEMENT OF ACTIVITIES
FortheYearEndedkember31.2008
Net [Expenses] Revem and
Changes m Ne! Assets
Program Revem prcmary Govsmenl component urns
Operahng Captal TClbI Total TW SallW SallM
Chargesfw Grantsand Grantsand Govermentat Business-type Prunary Housmg Auport
Auvlaity AdlviIles Governmenl Authaw
Expenses SeMces Contribulbns ContriMlcm Act~ltie~
S 6.669.3x) J 4.580.529 S 1.179.162 5 - $ [909.629] S - 8 1909.6291 b -$
18,439.889 3.586.107 702,313 - 114,151.4691 - 114.151.46q
9,705.916 120.280 1.435.739
- 18.149.897j - 18,149.897l
1.310.109 36.817 162,593 - [1.110.6991 - [1.110.699]
5.582.100 2.139.W6 162.593 - [3.280.501] - I3.m.5011
3.480.799 239.978 109.100 - [3.131.721] - [3.131.?21]
1.453 793
- 11.453.7931 - 11,453.7931 -
--
Governmental activities:
General goverrrmenl
Wbk safety
Putdr waks
Public health and sanltaton
Culture and recreation
Planning and development
Iderest 017 long-term debt
T&l governmental actrvltles 46.641.926 10.702.717 3.751.500 - (32.187.709J - [32187.709] -
Buslness-type activities:
Water and
Sewer 13,247,432 14.072.513 825.081 825,081
[129.617] - Golf Ccuse 880,869 751.252 - (129,613
To(albusiness-typead~ha 18.322.376 19.744.222 - - - 1.421.846 1.421.846 -
- [32.187.709] 1,421,846 [30.765.863] - Total plmary government $64.964302 530.446.939 8 3.751.500 $
Component units.
Solid Waste Disposal 2.005.070 2.748.519 743.449 743.449
Santatan 2.189.005 2.171.938 I1
7.063 117.0671
SanMHousmg Autharity I 2,235215 $ 470.777 S 1.697,736 $ 137,892 - 71,190
-mAumaay 4.874.650 2.OW.458 - 1,650.041 - [1.138.151]
Total compnefd Unas $ 7,109,865 $ 2.559.235 $ 1.697.736 $ 1.787.933 - 71.1W [1.136.151]
General Revenues:
Propertylaxeslevledlor
7.817.834
1.528.594
1.119.504
1 1.985.856
2.588.731
5.747.176
604.934
811.610
59,696
32.263.935
289.888
118.142
159,6961
358.334
7.817a34
1.528.594
1.1 19.504
1 1.985.858
2.588.731
5.747.176
eo4.822
929,752
32.622.269
52.879
52.879
1.256.816
185.215
16,321
47.591
1.505.943
76.226 1.780.180 1.856.406 124.069 369.792
127.994.368 56.997.724 180.527.280 7,483.912 25.407.M6
1436.8351 - 126.024] 1410.81 11
Ne! assets - begrmi~. restated
Net assets - endmg
127.968.344 56.586.913 184.555.257 7.483.912 25.407.026
S 128.044.570 $ 58.367.093 $186.411.663 57.607.981 125,776,818
The roles to the has^ fmncgl statem- are an vdegral part of thrs statement.
28
CrrY OF SALINA, KANSAS
ASSETS
Cash and investments
Receivables (net)
Accounts
Taxes
Interest
Inventory
Due from other funds
Cash
with fiscal agent
Total assets
LIABILITIES AND FUND BALANCE
Liabilities:
Accounts payable
Retainage payable
Defmed revenue
Due to other funds
Matured principal and interest
Temporary notes payable
Total liabilities
Fund balance:
Reserved for encumbrances
Reserved-for debt service
Unreserved. undesignated
General fund
Special revenue funds
Permanent funds
Capital project funds
Total fund balances
Total liabilities and fund balance
BALANCE
SHEET
GOVERNMENTAL FUNDS
December 31,2008
flood L? Tourism
Employee Drainage and
General Benefits lmorovement Convention
$ 3,926.341 $ 789,647 $ 507,183 $ 1,572
I ,643,142 -
'. 3,495,907 5,203.488
159.657
-
126,429 -
460.667 -
$ 9,812,143 $ 5.993.135 $ 507,183 $ 274,668
3,782.620 5,203.488
- -
273.594 - 4,029
5,755,929 - - - - 789,647 503.1
54 274.668 .- - -
6,029,523 789,647 507.1 83 274,668
$ 9,812,143 - $ 5,993,135 $ 507,183 $ 274,668
30
Other Total
- Gas Center Service Proiects Funds Funds
Special Bicentennial Debt Capital Governmen tal Governmen tal
$ 1,498,635 $ 96.904 $ 792,744 $ - $ 5,190,678 $ 12,803,704
- 62.354
-
- 52,558 2,031 ,I 50
304,664
- 1,654,766
- - 10,658.825
- - - - - 159,657 - - - - - 126.429 - - -
- - 460,667 - - 10,145
- - 10.145
$ 1,803,299 $ 159.258 $ 2,457,655 $ - $ 5,243.236 $ 26,250,577
-
9.921 $ 23.327 $ - $ 52,521 $ 12,498 $ 384,980 - - 12,706 12,706 - - 1,654.766 - - 10,354,161
- - - 396,105 64,562 460,667 - - 10,145 - - 10,145 - - - 3,205,000 - 3.205.000
$
9,921 23,327 1,664.91 1 3,666,332 77,060 14,427.659
301,063 ’ - - 1,876.469 1,769,860 4,225.01 5 - 792,744 - 694,887 1,487,631
- - - - - 5,755,929
1,492.31 5 135,931
- - 2,282,844 5,478,559 - - - 418,585 418,585
- - - [5,542,801]
- [5,542.801 J
1,793,378 135.931 792,744 [3,666,332] 5,166,176 11,822,918
$ 1,803,299 $ 159,258 $ 2,457,655 $ - $ 5,243.236 $ 26,250,577
-
The notes to the basic financial statements are an integral part of this statement.
31
CITY OF SALINA, KANSAS
RECONCILIATION
OF THE TOTAL GOVERNMENTAL FUND BALANCE TO
NET ASSETS OF GOVERNMENTAL ACTIVITIES
December 31.2008
Total Governmental Fund Balances $ 11,822,918
Amounts reported for governmental activities in the
statement of net assets are different because
_I
Bond issuance costs are shown as current year expenditures in the funds.
Bond issuance costs
Capital assets used in governmental activities are not financial
resources and therefore are not reported in the funds
The cost of capital assets is
Accumulated depreciation is
An internal service fund is used by the City's management to charge the
costs of the worker's compensation program. The assets and liabilities
of the internal service fund are included with governmental activities.
The following liabilities, including bonds payable, are not due and payable
in the current period and therefore are not reported as liabilities in the funds.
These liabilities at year end consist of:
Compensated absences
Net OPEB obligation
Temporary notes payable
Bonds payable
Accrued interest on the bonds
Net Assets of Governmental Activities
341,445
222,831,746
74,101,264 148,730,482
2,943,808
3.1 38,866
687,608
1,800,000
29,869,930
297,679 [35,794,083]
$ 128,044,570
--
The notes to the basic financial statements are an integral part of this statement.
33
CITY OF SALINA. KANSAS
STATEMENT OF REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCE
GOVERNMENTAL FUNDS
For the Year Ended December 31,2008
REVENUES:
Taxes
Real estate taxes
Delinquent taxes
Motor vehicle taxes
General sales taxes
Selective sales taxes
Other taxes
Intergovernmental
Special assessments
Licenses and permits
Charges for services
Investment revenue
Reimbursements
Miscellaneous
Total revenues
EXPENDITURES:
Current
General government
Public safety
Public works
Public health and sanitation
Culture and recreation
Planning and development
Miscellaneous
Capital outlay
Debt service
Principal retirement
Interest and other charges
Total expenditures
Excess [deficiency] of revenue and other sources
OTHER FINANCING SOURCES [USES]
over [under] expenditures and other [uses]
Issuance of bonds
Bond premium
Temporary note premium
Transfers in
Transfers [out]
Total other financing sources [uses]
Net change in fund balance
Fund balance
- Beginning of year
Fund balance - End of year
Tourism Flood &
Employee Drainage and
General Benefits Improvement Convention
$ 2,240.701 $ 5,177,657 $ 181,056 $
64,306 148,538 5,576
241,931 668,205 23,294
11,985,856
4,685.1 05
- 1,062,071
91 1,305
5,793,253
244,769 205
496,742 - 38,703 ,
26,663,968 6,033,103 209,926 1,062,276
3,336,261
14,070,189
5,239,844
1,109,794
2,297.431
2,087,685
630.1 78
263,444
3,874.688
1,000,874
33.1 91
585,935
331,180
-
5.21 4
246.481
I
639,917
28.771.382 6,089,312 251,695 639,917
[2.107.414] [56.209
J [41,769] 422,359
- -
1,066,306 - - [426,6 1 2 J [260,000]
806,306 [426.612]
[1,301,108] [56,209] [41,769] r4,2531
7,330,631 845,856 548,952 278,921
$ 6,029.523 $
789,647 $
507,183 $ 274,668
34
Special
- Gas
$
1,425,090
- -
37,257
25,168
1,487,515
-
346,786 - -
-
1,313,262
- -
1,660,048
Other
Bicentennial Debt Capital Governmental
Center Service Proiects Funds
$ 1,484,503
44,091
186,074
1,178,122
54,017 39,574
2
934,216 2,946,807 39,576
2,588,731
1,404,956
10,149
687,804
11 3,994
75,116
4,880,750
- - - -
- 132,851
1,649,483 608,734 - - 318,524
45
12,344
- 3,889,829 4,489,253
- 2,786,702 - 25,000 - 1,114,323 412,540 40,480
1,661,827 3,901,025 4,302.369 5,614,887
Total
Governmental
Funds
$ 9,083,917
262,511
1,119,504
11,985,856
2,588,731
5,747,176
3,741,351
1,178.1 22
10,149
7,415.273
489,816
38,705
597,026
44.258.1 37
3,599.705
17,944,877
6,592,718
1,275,836
5,141,583
3,377,306
45
10,581,347
2,811,702
1,567,343
52,892,462
[172,533] r27.6111 [9%,218] [4,262,793] p34.1371 [8,634,325]
- 3,720,000 3,525,000 7,245,000 - - 43.532 43,532
- 36,505 - 36.505
180,000 636,612 500,000 440,000
- 2,822.918
- - - [2,076.610] [2.763,222]
180,000 636,612 536.505 4,203,532 1,448,390 7,384,733
7,467 [90,999] [417,713] [59,261] 714,253 [1,249,592]
1.785.91 1 226,930 1,210,457 [3,607,071] 4,451,923 13,072,510
- $ 1,793,378 $ 135.931 $ 792,744 $ [3,69 $ 5,166,176 $ 11,822,918
The notes to the basic financial statements are an integral part of this statement.
35
CITY OF SALINA, KANSAS
RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT OF REVENUES, EXPENDITURES,
For the Year Ended December 31,2008
AND CHANGES IN FUND BALANCE WITH THE GOVERNMENT-WIDE STATEMENT OF ACTIVITIES
Total Net Change In Fund Balances - Governmental Funds
Amounts reported for governmental activities in the
statement of activities are different because
Capital outlays to purchase or build assets are reported in governmental funds
as expenditures. However, for governmental activities those costs are shown
in the statement of net assets and allocated over their estimated useful lives
as annual depreciation expenses in the statement of activities. This is the
amount by which capital outlays exceeds depreciation in the period.
Gain on sale of assets
Proceeds from sale of assets
Capital outlays
Depreciation expense
Interest on long-term debt in the statement
of activities differs from the amount
reported in the governmental funds because interest is recorded as an
expenditure in the funds when it is due, and thus requires the use of current
financial resources. In the statement of activities, however, interest expense
is recognized as the interest accrues, regardless of when it is due. This is
the amount by which interest increased.
An internal service fund is used by the city's management to charge the
costs of certain activities to the individual funds. The revenues and expenses
of certain internal service fund is reported with governmental activities.
Some expenses reported in the statement of activities, such as compensated
absences and other post employment benefits, do not require the use of current
financial resources and therefore are not reported as expenditures in
governmental funds.
Bond and temporary note proceeds are other financing sources in the governmental
funds, but they increase long-term liabilities in the statement of net assets and do
not affect the statement of activities. Also, governmental funds report the effect
of issuance costs, premiums, discounts, and similar items when debt is first
issued, whereas these amounts are deferred and amortized in the statement
of activities. This amount is the net effect of these differences in the
treatment of long-term debt and related items.
Repayment of bond principal and bond issuance
costs is an expenditure
in the governmental funds, but it reduces long-term liabilities in the statement
of net assets and does not affect the statement of activities.
Changes In Net Assets of Governmental Activities
$ [1,249,592]
I 1,756
(29.6951
10,587,951
[3.957,053] 6,612,959
14,100
77,120
[957,609]
2,811,702
$ 76,226
The notes to the basic financial statements are an integral part of this statement.
37
CITY OF SALINA. KANSAS
STATEMENTOFNETASSETS
December 31,2008
, PROPRIETARY FUNDS
ASSETS
Current assets:
Cash and investments
Receivables (net of allowance for uncollecbbles)
Inventory and prepaid supplies
Restricted cash and investments
Deferred charges
Total current assets
Accounts
Capital assets:
Nondepreciable capital assets:
Construction in progress
Land
Depreciable capital
assets:
Capital assets
Less accumulated depreciation
Total capital
assets
Total assets
Lia biws:
Current IiibiIiies
Accounts payable
Interest payable
Meter deposits payable
Current portion
of compensated absences payable
Current portion
of accrued daims payable
Current portion of loans payable
Current portion
of general obligation bonds payable
Current portion
of revenue bonds payable
Total current liabilities
Noncurrent liabilities:
Compensated absences payable
Accrued
dams payable
-Net OPE9 Obligation
Payable from restricted assets
Loans payable
General obligatron bonds payable
Revenue bonds payable
Landml postclosure
care liabilities
Total noncurrent liabiliies
Total liabilities '
Net Assets
Invested in capital assets, net of related debt
Restricted
Unrestricted
Total net assets
Restricted for bond retirement
Business-Type Activities:
Enterpnse Funds
Total Internal
Solid Waste Water and Enterprise
Service
Disposal Sewer Sanitation Golf Course Funds
$3.091.303 $ 8,577,929 $ 519.520 $ 76,874 $ 12.265.626 $3.686.524
266,293 801.892 127,018 - 1,195,203
- 1,211.221
11.715 202,526 21 4.241
- 641,538 - 18.408 659,946 149.701 - 1,211,221
3,369.31 1 11.435.106 646.538 95282 15,546237 3,836.225
- 200.461 200.4.61
682.000 844,002 - 15.000 1,541,002
6.510.833 86.756.884 1.351.466 992,099 95.61 1.282 860,874
3.967.500 33,896.667 738.305 580.050 39.1 82.522 755,428
3,225,333 53,904,680 613.161 427.049 58,170,223 105.446
$6.594.644 $65.339.786 $ 1.259.699 $ 522,331 $73.716.460 $3.941.671
$ 99,009
10.587
23.147
373.000
505.743
$ 368,964 $ 3.351
157.895
102.497
152,670 60,913
373.962
250.299
710,000
2,116,287 64,264
$ 4,540 $ 475.864
168.482
102.497
40,059 276.789
373.962 - 623,299 - 710,000
44.599 2,730,893
$ 104.104
36.067
501,050
641.221
32.960 217.395 86.737 57,041 394.1 33 51.358
12.988 ' 76.913 22.666 13.571 126,138
- 305284
- 6.054.797 - 6.054.797 - 2,156.770 - 2,320,000 - 2,320.000
1.566.636 - 1,566.636
870.000 1.286.770
2.482.584 9.955.875 109.403 70.612 12.618.474 356.642
$2,988,327 $12.072.162 $ 173,667 $ 115,211 $15.349.367 $ 997.863
$1,982.333 $42,908,852 $ 613.161 $ 427,049 $45.931.395 $ 105.446
- 1.211.221 - 1.211.221
1.623.984 9.147.551 472,871 [19.929] 11,224.477 2.838.362
$3.606.317 $53.267.624 $1.086.032 $ 407,120 $58,367.093 $2.943.808
The notes to the basic finandal statements are an integral part of this statement.
38
CITY OF SALINA, KANSAS
STATEMENT OF REVENUES, EXPENSES
AND CHANGES IN NET ASSETS
PROPRIETARY FUNDS
For the Year Ended December 31,2008
Operating revenues
Charges for services
Reimbursed revenues
Miscellaneous
Total operating revenues
Operating expenses
General government
Public works
Recreation
Depreciation
Total operating expenses
Operating income [loss]
Nonoperating revenues [expenses]
Investment revenue
Debt service
Gaifloss] on disposal of futed assets
Amortization of bond issuance costs
Total nonoperating revenues [expenses]
Income [loss] before transfers
Transfers from [to] other funds
Transfers in
Transfers [out]
Total transfers
Change in net assets
Net assets. January 1
Restatement
Net assets, January 1, restated
Net assets, December 31
Business-Type Activities:
Enterpnse Funds
Total Internal
Solid Waste Water and Enterpnse Service
Disposal Sewer Sanitation Golf Course Funds Funds
$2,748,519 $14,072,513 $2,171,938 $ 751,252 $19,744.222 $9.379.116
1 1,430 69.803 492 27,747 109.472 205,574
2,759.949 14,150,986 2,172,430 778.999 19.862.364 9.584.690
8,670 8,670
- 9,570.649
1.599.591 10,943.488 2,097,557 - 14,640,636
- 841,004 841.004
369,940 1,793.908 106,448 39,865 2.310.161 16.184
1,969,531 12,737,396 2,204,005 880,869 17,791,801 9,586.833
790,418 1,413.590 [31.575] [101.870] 2,070,563 [2.143]
74.118 208,641 15,935 1.194 299,888 78.613
14,840 2.500 15,000 32,340 650
[5,859] [19.731] [25,590]
38.579 (301,3951 30.935 1,194 [230,687] 79.263
[44,520] [492,805] - [537,32q
828.997 1,112.195 16401 [100,676] 1,839,876 77.120
38.179 82,125 120,304
[l 80,000] [180,000]
[180.000] 38.1 79 82,125 [59,696]
648,997 1,150,374 16401 [18,551] 1,780.180 77,120
3.340.342 52.140.537 1,106,441 410.404 56,997,724 2,887.333
[383,022] (23,2871 [19,769] 15,267 [410.811] (20,6451
2.957.320 52,117,250 1,086,672 425.671 56.586.91 3 2,866,688
$3,606,317 $53,267.624 $1.086.032 $ 407,120 $58,367,093 $2,943,808
The notes to the basic financial statements are an integral part of this statement.
39
CITY OF SALINA. KANSAS
STATEMENT OF CASH FLOWS
PROPRIETARY FUNDS
For the Year Ended December 31.2008
Business-Type Actcvities.
Enterprise Funds
Total Internal
Solid Waste Water and Enterpnse Service
Disposal Sewer Sanitation Golf Course Funds Funds
Cash flows from operahng achvities
Cash received from customers and users 82,677,896 814,046,652 $2,165,515 $ 751.251 $19.641.314 $9.468,137
Cash paid to suppliers of goods or services [1,360.476] p.879,527] [1.390,660] [400,942] [11,031,605] [8,971.083]
Cash paid to employees [459.73q [2,846.766] p62.435) [410,650] [4.479,586] [638.861]
Other operating receipts 11,430 78.473 492 27.747 118.142 205,574
Net cash provided by [used in] operatmg actlvities 869,115 3.398.832 12,912 (32.5941 4,248.265 63,767
Cash flows from capital and related financing activities
Purchase and construction of capital assets [630.000] [262.742] (268,5961 - [1,161,338]
Proceeds from sale of capital assets 105,600 2.500 15.000 123.100 650
Principal payments -general obligation bonds [373,000] [735,299] - [1,108.299]
Principal payments - revenue bonds - [680,000]
- [680.000]
Interest paid [47,587] (515.4591
- [563,046]
Principal payments - loans payable 1358.3441 r358.3441
Net cash provided by [used in] capital
and related financing activities 1944,9871 [2.549,344] 1253,5961 - [3.747,927] 650
Cash flows from investing actnrlties
Interest received 74.1 18 208.642 15.935 1.195 299.890 78.612
Cash Rows from noncapital financing activtties
120.304
Net cash provided by [used in] noncapital financing activities [180,000] 38,179 - 82.125 [59,696]
Net increase [decrease] in cash and cash equivalents [181.754] 1.096.309 [224.749] 50,726 740.532 143.029
Cash and cash equivalents, January 1 3,273,057 8.692.841 744.269 26.148 12,736,315 3.543.495
Transfers in 38,179 - 82.125
Transfers [out] [180.000] [180.000]
Cash and cash equivalents, December 31 83.091.303 8 9,789,150 8 519.520 S 76,874 813.476.847 83.686,524
Cash and investments
Restricted cash and investments
$3,091,303~ 8 8,577.929 8 519,520 8 76,874 812.265.626 $3,686,524 - 1211.221 - 1.211.221
Total cash and cash equivalents $3.091.303 8 9.789.150 0 519.520 8 76.874 $13.476.847 83.636.524
The notes to the basic financial statements are an integral part of this statement.
41
CITY OF SALINA, KANSAS
Reconciliation of operating [loss] income to net cash
Operating income [loss]
provided by [used in] operating activibes
STATEMENT OF CASH FLOWS
PROPRIETARY FUNDS (Conbnued)
For the Year Ended December 31.2008
Business-Type Activitres:
Enterprise Funds
Total Internal
Solid Waste Water and Enterprise Service
Disposal Sewer Sanitation Golfcourse Funds __ Funds
Adjustments to reconale operating income [loss] to
net cash provided by [used in] operating activities
Depreciation expense
flncrease] decrease in accounts receivable
[Inaease] decrease in inventory
Increase [decrease] In accounts payable
lncrease [decrease] in accrued compensated absences
Increase [decrease] in claims payable
Increase [decrease] in landfill postdosure liabilities
Increase [decrease] in net OBEB obligation
Increase [decrease] in meter deposits payable
Net cash provided by [used in] operating activities
$ 790.418 $1,413,590 $[31.575] $ [101,870] $2.070.563 $ j2.1431
369.940
I70.6231
[l 22,7291
1 1.837
[122,716] . 12.988
1.793.908
[28.319]
[22.=6l
138.569
24,568
76,913
2,459
106.448
[6.4231
[96,21 T]
18.013
22.666
39.865
6,606
[7431
9,977
13.571
2,310.161
[lo53651
[16,250]
64.395
j122.7161
126,138
2.459
[81 ,1201
16.184
(23.1 321
[16,772]
609
89.021
$ 869,115 $3.398.832 $ 12.912 8 (32.5941 $4,248,265 $ 63,767
The notes to the basic finanaal statements are an integral part of this statement.
42
CITY OF SALINA, KANSAS
STATEMENT OF ASSETS AND LIABILITIES
AGENCY FUNDS
December 31,2008
ASSETS
Cash and investments
Total assets
LIABILITIES AND FUND BALANCES
Liabilities
Accounts payable
Total liabilities
$ 496,887
$ 496,887
$ 496,887
$ 496,887 -
The notes to the basic financial statements are an integral part of this Statement.
43
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
A. Reporting Entity
The City of Salina, Kansas (the City) is a municipal corporation governed by a mayor and a fwe-member
commission. These financial statements present the City and its component units, entities for which the
government is considered
to be financially accountable. Each discretely presented component unit is
reported in a separate column in the government wide statements to emphasize that it is legally separated
from the government.
Discretely Presented Component Units
City of Salina Airport Authority
- The Salina Airport Authority was created for the purpose of accepting as
surplus property portions of the former Schilling AF.B that was closed by the United States Department of
Defense in June 1965. One of the primary functions of the Airport Authority is to facilitate the continued
growth of jobs and payroll at the Airport Industrial Center. The Airport Authority is managed and controlled by
a five-member Board of Directors appointed by the Salina City Commission. Any director may be removed
by a majority vote of the Salina City Commission. The Airport Authority’s basic mill levy (up to 3 mills)
requires the approval of the City Commission. The Commission must also approve the issuance of general
obligation debt by the Airport Authority. The Airport Authority has a December 31 fiscal year end.
Housing Authoriiy of the City of Salina - The purpose of the Housing Authority of the City of Salina (Housing
Authority) is to administer Public Housing Programs authorized by the United States Housing Act of 1937.
The Mayor of the City of Salina appoints the governing board. The City Commission may remove
commissioners of the Housing Authority. The City must issue revenue bonds for the Housing Authority. The
financial liability of the Housing Authority is essentially supported by the operating and debt service subsidies
received under contract kom the Federal government. The Housing Authority has a June 30 fiscal year end.
Information in the accompanying financial statements covers the fiscal year ended June 30, 2008.
Complete financial statements for each of the individual component units may be obtained at the entity’s
administrative
offices.
The Clty of Salina also participates with Saline County in two joint ventures. The Salina-Saline County Board
of Healfh
was organized by the City and County to promote public health. The City and County organized
the Salina County-City Building Authority to acquire, operate and maintain facilities for the administrative
offices of both governments. The primary governments each have an ongoing financial responsibility for the
joint ventures. Separate financial statements are available from the governing boards of each joint venture.
_.“I_- - - - -- -- - ..--- .- _. -- . ---. -I Board of , Building ‘
, Health ; Authority
, (Unaudited) f ‘(A-udxed) --’
$1,468,266! $3,083,977 1
35.8287 . 214,145 I
4; 72,794’ 7- 826,564 !
988,390 I -- 290.359 f
---.. - - -, -. . - -_ -- ----. -- -_ -.-
. -- - .-. - - . - __-_
__ __ !
Total net assets, December 31, 2008
:Total change in net assets, December 31, 2008 I--- .1-. . -_ ^ *
:Total rewnues, year ended December 31, 2008
,Total rewnues from City of Salina
-- _-
.-_- --.- --“I-,------.-..-y ,. - i-_ ,- ----,. __.^_. ~. __ __.._.. --
I“ ------- --_ - - -__
,
. ~ __-.-__I _-_ , -- .. -. ~ -_ - 2 -. -.I-- -
45
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
A. Reporting Entity (Continued)
Joint Ventures (Continued)
Complete financial statements for each of the joint ventures may be obtained at the entity's administrative
offices.
-c -__ I -_ -_ -_ _- - ;Salina Ciiunty-city-
;306 West ti!% Sket ;
Salina, KS'
--- Salina-Saline County Board of Health
I125 West Elm Street I_ Building Authority 1
I
-__ - -_--- !-- -- - (Salina, KS
I - - - _- - - - - - - "__ - - __ -_ __
i
_- -." - i--
I
-- _-- - t
?--- --- I
.-.+.. - ~ -- i- --- --_ -
-- I - _- -- - - -_- _.. __
B. Government-wide and fund financial statements
The statement of net assets and the statement of activities report information on all of the nonfiduciary
activities
of the primary government and its component units. For the most part, the effect of interfund activity
has been removed from these statements. Exceptions to this general rule are charges between the City's
governmental and business-type activities. Elimination of these charges would distort the direct
costs and
program revenues reported for the various functions concerned. Governmental activities, which normally are
supported by taxes and intergovernmental revenues, are reported separately from business-type activities,
which rely to a significant extent on fees and charges for support. Likewise, the primary government is
reported separately from certain legally separate component units for which the primary government is
financially accountable.
The statement of activities demonstrates the degree
to which the direct expenses of a given function are
offket by program revenues. Direct expenses are those that are specifically associated
with a service,
program
or department and therefore clearly identifiable to a particular function. Program revenues include
charges paid by the recipient of the goods or services offered by the program and grants and contributions
that are restricted
to meeting the operational requirements of a particular program. Taxes and other items,
which are not classified as program revenues, are presented as general revenues of the city.
Separate financial statements are provided for governmental funds, proprietary funds and fiduciary funds,
even though the latter are excluded from the government-wide financial statements. Major individual funds
are reported as separate columns in the fund financial statements. Nonmajor funds are aggregated and
presented in a single column in the fund financial statements.
C. Measurement Focus, Basis
of Accounting and Basis of Presentation .
The government-wide financial statements are reported using the economic resources measurement focus
and the accrual basis of accounting, as are the proprietary fund. Revenues are recorded when earned and
expenses are recorded when a liability is incurred, regardless of the timing of related cash
flows. Property
taxes are recognized as revenues in the year for which they are levied. Grants and similar items are
recognized as revenue as soon as all eligibility requirements imposed by the provider have been met.
Governmental fund financial statements are reported using the current financial resources measurement
focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both
measurable and available. Revenues are considered to be available when they are collectible within the
current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City
considers revenues
to be available if they are collected within 60 days of the end of the current fiscal period.
Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt
service expenditures, as well as expenditures related to certain compensated absences and claims and
judgments are recognized when the obligations are expected
to be liquidated with expendable available
financial resources.
46
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
C. Measurement Focus, Basis of Accounting and Basis of Presentation (Continued)
Property taxes and interest associated with the current fiscal period are all considered to be susceptible to
accrual and so have been recognized as revenues of the current fiscal period. Entitlements and shared
revenues are recorded at the time of receipt or earlier if the susceptible to accrual criteria are met.
Expendituredriven grants are recognized as revenue when the qualdying expenditures have been incurred
and all other grant requirements have been met.
The City applies all applicable Governmental Accounting Standards Board (GASB) pronouncements as well
as the following pronouncements issued on or before November 30, 1989, unless those pronouncements
conflict with or contradict GASB pronouncements: FASB Statements and Interpretations, APB Opinions, and
ARBS.
Proprietary fund
type operating statements present increases (revenues) and decreases (expenses) in net
total assets. Proprietary funds distinguish operating revenues and expenses from nonoperating items.
Operating revenues and expenses generally result from providing goods and services in connection with a
proprietary fund’s ongoing operations. The principal operating revenues of the City‘s proprietary funds are
charges to customers for sales and services. Operating expenses for enterprise funds and internal service
funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All
revenue and expenses not meeting this definition are reported as nonoperating revenues and expenses.
The internal service funds account for risk management, worker’s compensation, health insurance, central
garage and information services that are provided to other.departments or agencies of the government, or to
other governments, on a cost-reimbursement basis.
Agency funds are custodial in nature and do not measure results of operations or have a measurement
focus. Agency funds do however use the accrual basis of accounting. Agency funds are used to account for
assets held as an agent for individuals, other governmental units, private organizations andlor other funds.
The City reports the following major governmental funds:
The general fund is used to account for resources traditionally associated with government, which are not
required legally, or by sound financial management to be accounted for in another fund.
Employee benefits fund -To account for the costs of various benefds provided to governmental employees.
Flood and drainage improvement fund
- To account for property tax revenues to be used for capital
improvements to the flood control and stormwater drainage systems.
Tourism and convention fund
- To account for transient guest tax revenues, which are specifically restricted
to promotion and tourism activities.
Special gas fund
- To account for the City’s share of motor fuel tax revenues, which are legally restricted to
the maintenance, or improvement of streets within the City.
Bicentennial Center fund
- To account for the activities of the City’s convention center.
The debt service fund is used to account for the accumulation of resources and payment of general
obligation bond principal and interest from governmental resources and special assessment bond principal
and interest from special assessment levies when the City
is obligated in some manner for the payment.
47
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
C. Measurement Focus, Basis of Accounting and Basis of Presentation (Continued)
The capital projects fund is used to account for the acquisition and construction of major capital facilities
other than those financed by proprietary funds and trust funds.
The City reports the following major proprietary funds:
Sanitation fund
- To account for the operations of the City's refuse collection service.
Solid waste disposal fund
- To account for the activities of the Ci's landfill.
Golf course fund
- To account for the operations of the municipal golf course.
Water and sewer fund
- To account for the activities of the City's water and sewer operations.
D. Assets, Liabilities and Equity
I. Pooled cash and investments
The City maintains a cash and investment pool that is available for use by all funds managed by the city.
Each fund type's portion of this pool is displayed in the financial statements as "Cash and Investments." The
city's cash and cash equivalents are considered to be cash on hand, demand deposits and short-term
investments with original maturities of three months or less from the date of acquisition. Investments in the
Kansas Municipal
Pool are carried at fair value.
Cash balances from all funds are invested to the extent available in certificates of deposit and other
authorized investments. Investments with maturity dates greater than three months are stated separately.
Earnings from these investments, unless specifically designated, are allocated monthly
to the investing fund .
based on the percentage of funds invested to total investments. All investments are carried at fair value.
2. Receivables and Pavables
Transactions between funds that are representative
of lendinghorrowing arrangements outstanding at the
end of the year are referred to as either "interfund receivableslpayables" (Le., the current portion of interfund
loans) or "advances to/from other funds" (i.e., the non-current portion of interfund loans). All other
outstanding balances between funds are reported as "due to/from other funds."
Accounts Receivab/e. The City records revenues when services are provided. All receivables are shown net
of an allowance for doubtful accounts.
Property taxes receivable. Collection of current year property tax by the County Treasurer is not completed,
apportioned or distributed to the various subdivisions until the succeeding year, such procedure being in
conformity with governing state statutes. Consequently, current year property taxes receivable are not
available as a resource that can be used to finance the current year operations of the City and, therefore, are
not susceptible to accrual. Accruals of uncollected current year property taxes are offset by deferred revenue
and are identical to the adopted budget for 2009. It is not practicable to apportion delinquent taxes held by
the County Treasurer at the end of the accounting period, and further, the amounts thereof are not material in
relationship to the financial statements taken as a whole.
48
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. Assets, Liabilities and Equity (Continued)
2. Receivables and Payables (Continued)
The determination of assessed valuations and the collection of property taxes for all polnical subdivisions in
the State of Kansas are the responsibility of the various counties. The County Appraiser annually determines
assessed valuations on January 1 and the County Clerk spreads the annual assessment on the tax rolls. The
County Treasurer is the tax collection agent for all taxing entities within the County. In accordance with state
statutes, property taxes levied during the current year are a revenue source to be used to finance the budget
of the ensuing year. Property taxes are levied and liens against property are placed on November 1 of the
year prior to the fiscal year for which they are budgeted. Payments are due November 1, becoming
delinquent, with penalty, December 21. Payments of 50% are accepted through December 20, with the
second 50% then being due on or before May 10 of the following year. This procedure eliminates the need
to issue tax anticipation notes since funds will be on hand prior to the beginning of each fiscal year. The City
Treasurer draws down all available funds from the County Treasurer's
office in two-month intervals. Taxes
remaining due and unpaid at February 15 and July 1 are subject to collection procedures prescribed in state
statutes.
3. Inventories and Prepaid Items
Inventones are valued at cost using the first-inlfirstaut (FIFO) method. The costs of governmental fund-type
inventories are recorded as expenditures when consumed.
Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as
prepaid items.
4. Restricted Assets
Certain proceeds of the City's business-type fund revenue bonds, as well as certain resources set aside for
their repayment, are classified as restricted assets on the balance sheet because their use is limited by
applicable bond covenants. The Water and Sewer Principal and Interest" account is used to segregate
resources accumulated for debt service payments over the next twelve months. The "Debt Service Reserve"
account is used to report resources set aside to make up potential future deficiencies in the Water and
Sewer Principal and Interest Account."
5. Capital Assets
Capital assets, which include property, plant, equipment and infrastructure assets. ace reported in the
applicable governmental or business-type activities columns in the government-wide financial statements.
Capital assets are defined by the government as assets with an initial, individual cost of more than $5,000
and an estimated useful life in excess of two years. Such assets are recorded at historical cost or estimated
historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market
value at the date of donation. Capital assets used in governmental fund types of the City are recorded at
cost or estimated historical
cost if purchased or constructed. Donated capital assets are recorded at their
estimated fair value at the date of donation.
The cost of normal maintenance and repairs that do not add to the value of the assets or materially extend
assets lives are not capitalized.
49
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. Assets, Liabilities, and Equity (Continued)
5. Capital Assets (Continued)
Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest
incurred during the construction phase
of capital assets of business-type is included in the capitalized value
of the asset constructed, net
of interest earned on the invested proceeds over the same period.
Property, plant and equipment of the primary government, are depreciated using the straight-line method
over the following estimated useful lives:
Assets
Buildings
Other equipment
Vehicles
Infrastructure
Years
50
5 -15
6 -10
30 -50
6. ComDensated Absences
It is the City’s policy to permit employees to accumulate earned but unused vacation and sick pay benefits.
All employees of the City, except temporary and part time employees, may accumulate sick leave at a rate of
8 or 11 hours per month depending on their work duty schedule. There is no limit on the amount of sick
leave that can be accumulated. Employees with more than fwe years of service with the City are paid for
one-third
of their accumulated sick leave at their current wage scale upon termination of employment in good
standing.
In 2001, a limited buy back policy was instituted.
All regular employees are entitled to paid vacation time. Such leave is granted each year of employment and
unused leave may accumulate without limit. Employees are paid for all accumulated vacation leave at their
current wage scale upon termination
of employment.
Vested or accumulated vacation leave that is expected to be liquidated with expendable available financial
resources is reported as an expenditure and a fund liability in the government fund financial statements that
will pay it. A liability for these amounts is reported in governmental funds only if they have matured, for
example, as a result of employee resignations and retirements. Vested or accumulated vacation leave of the
business-type funds and government wide financial statements are recorded as an expense and liability of
those funds as the benefits accrue to employees. A liability is recorded for accumulated rights to receive sick
pay benefits that are payable upon termination of employment.
The General Fund, Bicentennial Center Fund, Central Garage Fund, Information Systems Fund, Sanitation
Fund, Solid Waste Fund, Golf Course Fund, and Water and Sewer Fund have been used
in prior years to
liquidate the liability for compensated absences.
7. Temporary Notes
Upon authorization for the issuance of general obligation bonds for certain improvements, Kansas law
permits the temporary financing of such improvements by the issuance of temporary notes. Temporary
notes issued may not exceed the aggregate amount of bonds authorized, are interest bearing and have a
maturity date not later than four years from the date
of issuance of such temporary notes. Temporary notes
outstanding are retired from the proceeds of the sale of general obligation bonds.
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
D. Assets, Liabilities and Equity (Continued)
8. Longterm Obliciations
In the government-wide financial statements, and proprietary fund types in the fund financial statements,
long-term debt and other long-term obligations are reported as liabilities in the applicable governmental
acthities, business-type activities, or proprietary fund type statement of net assets. Bond premiums and
discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the effective
interest method. Bonds payable are reported net of the applicable bond premium or discount. Bond
issuance costs are reported as deferred charges and amortized over the term of the related debt.
In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well
as issuance costs, during the current period. The face amount
of debt issued is reported as other financing
sources. Premiums received on debt issuances are reported as other financing sources while discounts on
debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual
debt proceeds received, are reported as debt service expenditures.
9. FundEauity
In the fund financial statements, governmental funds report reseivations of fund balance amounts that are
not appropriable or are legally segregated for a specific purpose. Reservations of business-type net assets
are limited
to outside third-party restrictions. Designations of fund balance represent tentative management
plans that are subject to change.
10. Use of Estimates
The preparation of financial statements in conformity with generally accepted accounting principles requires
management
to make estimates and assumptions that affect the reported assets and liabilities at the date of
the financial statements and the reported amounts of revenues and expenses during the reporting period.
Actual results could differ from those estimates.
11. Net Assets
Net assets represent the difference between assets and liabilities. Net assets invested in capital assets, net
of related debt consists of capital assets, net of accumulated depreciation, reduced by the outstanding
balances
of any borrowings used for the acquisition, construction or improvement of those assets. Net
assets are reported as restricted when there are limitations imposed on their use either through the enabling
legislation adopted by the City or through external restrictions imposed by creditors, grantors or laws or
regulations of other governments.
Note 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY
A. Budgetary Information
Kansas statutes require that an annual operating budget be legally adopted for the general fund, special
revenue funds (unless specifically exempted by statute), debt service fund, and enterprise funds.
51
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY (Continued)
A. Budgetary Information (Continued)
The statutes provide for the following sequence and timetable in the adoption of the legal annual operating
budget:
1. Preparation of the budget for the succeeding year on or before August 1.
2. Publication in local newspaper of the proposed budget and notice of public hearing on the budget on or
before August 5.
3. Public hearing on or before August 15, but at least ten days after publication of notice of hearing.
4. Adoption of the final budget on or before August 25.
The statutes allow the governing body to increase the onginally adopted budget for previously unbudgeted
increases in revenue other than ad valorem property taxes. To do this, a notice of public hearing to amend
the budget must be published in the local newspaper. At least ten days after publication the hearing may be
held and the governing body may amend the budget at that time. The 2008 budget was amended for the
General Fund, Tourism and Convention Fund, Bicentennial Fund, Business Improvement District Fund, and
the Central Garage Fund.
The statutes permit management to transfer budgeted amounts between line items within an individual fund.
However, such statutes prohibit expenditures in excess of the total amount of the adopted budget of
expenditures of individual funds. Budget comparison statements are presented for each fund showing actual
receipts and expenditures compared to legally budgeted receipts and expenditures.
All legal annual operating budgets are prepared using the statutory basis of accounting, in which, revenues
are recognized when cash is received, and expenditures include disbursements, accounts payable, and
encumbrances. Encumbrances are commitments by the municipality for future payments and are supported
by a document evidencing the commitment, such as a purchase order or cqntract.
All unencumbered
appropriations (legal budget expenditure authority) lapse
at year end.
A legal operating budget is not required for capital projects funds,
trust funds, and the following special
revenue funds: Bicentennial Center Event, HUD Community Development, Community Development
Revolving, Heritage Commission, CDBG-ED. HOME
V, Special Law Enforcement, Police Grants, Dare
Donations, War Memorial Maintenance and Disaster Recovery. A legal operating budget is not required for
the following Enterprise funds: Solid Waste Construction, Water and Sewer Principal and Interest, Water and
Sewer Bond Reserve, Water and Sewer Construction and Reserve funds. A legal operating budget is also
not required for the Internal Service funds. Actual to budget comparisons for these funds that present
budgets to the Commissioners are shown strictly for informational purposes.
Spending in funds, which are not subject to the legal annual operating budget requirements are controlled by
federal regulations, other statutes, or by the use of internal spending limits established by the governing
body.
52
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY (Continued)
B. Statutory Violations
Actual exceeded budgeted expenditures at December 31,2008 in the Business Improvement City Fund and
in the Special Alcohol Fund, which violates KSA 79-2935.
C. Compliance With Bond Reserve Requirements
Water
& Sever Bond Reserve Requirements
The bond reserve requirement is to establish and maintain a reserve account. The Water
i3 Sewer fund met
this requirement for 2008.
, .. Resew requirement $1,655,531
Actual resews-
- Bond resek account
Total actual reseT\Rs
.. .- j--1;211,221
$1,211,221
,, .- . - .. I I-
The City was in compliance with the reserve account balance requirements at December 31,2008.
D. Legal Debt Margin
The City is subject to the municipal finance law of the state of Kansas which limits the bonded debt
(exclusive of revenue bonds and special assessment bonds) the city may haveputstanding to 30 percent of
the assessed value of all tangible taxable property within the city, as certified to the county clerk on the
proceeding August 25. At December 31, 2008, the statutory limit for the City was $132,983,158, providing a
debt margin of $98,900,971.
.
Note 3. RESTATEMENT OF EQUITY
Following the close of the previous fiscal year, it
was discovered that several capital assets were
misdassified or recorded incorrectly. Accordingly, the beginning net assets balances were restated, the
effects
of which are as follows:
.- . --
Solid .. Waste - W%rand - - . . _. f - - Golf central .lnformatioiI ._
Go~mnktal Disposal- _. Sewer - Sanitation -Gur;i- ~mge 1 -Systems
- Fund 4- _Fund - Fund
I_ - ._ . Actiuties Fund I
I
53
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS
A. Deposits and Investments
The City's cash is considered
to be active funds by management and is invested according to KSA 9-1401.
The statute requires that banks eligible to hold active funds have a main or branch bank in the county in
which the City is located
or in a county adjacent to the City and the banks provide an acceptable rate for
active funds.
Various City investments are considered to be idle funds by management and are invested according to KSA
12-1675. The statute requires that the City invest its idle funds in only temporary notes of the City, bank
certificates of deposit, repurchase agreements, and if eligible banks do not offer an acceptable rate for the
funds: US. Treasury bills
or notes or the Municipal Investment Pool (KMIP). Maturities of the above
investments may not exceed two years by statute.
Some of the City's investments are of bond proceeds invested pursuant to KSA 10-131. This statute allows
additional investment authority beyond that of KSA 12-1675. Investments of bond proceeds may follow KSA
12-1675 or include other investments such as the KMIP, direct obligations of the US. government or any
agency thereof, investment agreements with
a financial institution the obligattons of which at the time of
investment are rated in either of the three highest rating categories by Moody's investors service or Standard
and
Poor's corporation, and various other investments as specified in KSA 10-1 31.
December 31, 2008, the City has the following investments:
, $24,636,622iS&P AhffSl+i ._-- I._.- b -- , ---. . - -- I
,'Kansas mnicipal inkstment Pool
'Total fair value
L ...I -- ._ - - -
I
, -. . ---- - "_ . -._- _._---- - I , -, -.___ I_ I
* -..--.--!
$24,636,622 . - ---I- ^... -.
. --- - .--- - -.-
The municipal investment pool is under the oversight of the Pooled Money Investment Board. The board is
comprised of the State Treasurer and four additional members appointed by the State Governor. The board
reports annually to the Kansas legislature. State pooled monies may be invested in direct obligations of, or
obligations that are insured as to principal and interest by the U.S. government or any agency thereof, with
maturities up to four years. No more than 10 percent of those funds may be invested in mortgage-backed
securities. In addition, the State pool may invest
in repurchase agreements with Kansas banks or with
primary government securities dealers.
The City's investment policy provides direction on concentration risk. The City policy states that funds shall
be diversified to reduce the extent of losses due to having an unbalanced portfolio in terms of maturities,
instrument type, and issuers. Therefore, portfolio maturities shall
be staggered to avoid undue concentration
of assets in a specific maturity sector. Liquidity, free of market risk, shall be assured through practices
insuring that the next disbursement date and payroll date are covered through maturing investments,
marketable
U.S. Treasury Bills, the Municipal Investment Pool, or money market accounts.
Default risk shall be minimized by requiring that
all security purchases occur on a delivery vs. payment basis,
and that all securities are adequately collateralized.
Risk of market price volatility shall be controlled through the adoption of a "buy and hold" strategy whereby
the Cdy holds each investment to maturity, coupled wth maintenance
of an adequate liquidity position to
insure the ability to meet normal anticipated cash flow needs.
54
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
A. Deposits and Investments (Continued)
When advantageous, it is allowable to sei1 investments to realize a gain due to price fluctuations; however,
such transactions shall not be a part of the normal course of business.
The City recognizes that investment risks can result from issuer defaults, market price changes or various
technical complications leading
to temporary illiquidity. Portfolio diversification is employed as a way to
control risk due to issuer default. In the event of a default by a specific issuer, the Director of Finance and
Administration shall review, and, if appropriate, proceed to liquidate securities having comparable credit risks.
Custodial credit risk is the risk that in the event of a bank failure, the City's deposits may not be returned to it.
The Cis deposit policy for custodial credit risk require that the depository banks will maintain 100% securtty
in the form of FDIC coverage and pledged collateral according to KSA 9-1402.
B. Receivables
Receivables as of year end, including the applicable allowances for doubtful accounts, are as follows:
_.
55
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
C. lnterfund Receivables and Payables
The composition of interfund balances as of December 31, 2008, is as follows:
Fund Types
General Fund
Capital Projects Fund
Other Goernment Funds
"
Due From DueTo
$ 460,667 $ -
- 64,562
- 396,?05 __ --
$ 460,667 'i $ 460,66?-'
The City uses interfind receivables and payables as needed when pooled cash is negative within a fund
until investments mature or grant proceeds are received.
All payables are cleared in less than one year.
56
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
D. Capital Assets
Capital asset activity for the year ended December 31,2008, was as follows:
- .r ^. - Balance Adj. Bal
CitygovernmentaIactivrti=~.- __
Gouernmental actiwties- ,.- Capital assets, not beingdepkeated
Construibon in progress
Land
'nfras@?!! -. 1 . ..--
Capital assets; -_ being depreciated -.
BIJJ%%~_S and improvements -
Vehid_e_s_
Equipment, fumituieand fixtuk . _--I- - .-,- -..I -
~- - "_-- Total capital assets
12/31R007 Adjustments 12/31R007
*$ 22,685,858 $ [1,697'j $ 22,684,161
22.688.817 pii,6261 22,477,191
132.967.790 366.816 133,334,606
.
23,548,952
- 23,548,955
8 6.f78.742 [393,529] 6,385,213
4,100,746 80b.576 4,901,322
212,770,905 560.540 213.331.445
' 52,555.1 14 ' 206.348 52,761,462
10293,9ia [blozs] 10,287,889
Balance
Additions Retirements 12/31/2008
.,
$ 9.879.150- $
32,034 ~ $ 32,531,277
- 22,477.191
,- .- - 133,334,606 - 23,sZa,952
272,700 ,
171,379 6,486,534
468,135 55,397 5,314,060
_. -.. . 10,619,985 256810 223.692.620
I.
.",__.. -- - -, , ,- - I- _I_ -..I" . -.- .. - . - - - -- -_ _- ..-. 96,612.978 1 19.056-31'- 96,632,034 ' 1.161.338 440.627 97,352745-
I i. __- ,Total capital assets - - - - _- - - - - - -
-- .--- -.- -- ,__-_ .~ -.... Business-type activities capital assets, net 1'0 592f6j%4 $ [410,81 I]. $ 59,409,806
_._ - --
57
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
D.
E.
Capital Assets (Continued)
The City's depreciation expense was charged
to governmental f'unctions as follows:
Goemmental Activities:
General gouemment
Pubiic'safety
Public works
.Public health
Culture and recreation
Planning and deelopment
Total beireciation
__ -- - _- ,-
$ 62,440
31 9,069
3,037,172 __
41 6,790
34,273 '
f03,493'!
$3.973.237
B usiness-ty pe Activities :
Solid Waste Disposal . $ 369,940 I
Sanitation 106,448
,Golf'Course Division 39,865
\iv%erand Sewer i ,793,908
-- Total depreciation . $2.31O.16lJ ..- - _- _ Long-Term Debt
Following is a summary of changes in long-term debt for fscal year 2008:
Batance
------E January 1,
2008
- - 1- - - --
, Balance ~ Amounts
. Deceniber 31.1 he Wthin
Additions Deletions
2008 -- Oneyear
- - -, - - - - -_ - -
-- - . - - . - - - - - -_ -- - _-
~ -- .. ~ _-- _-~ - .-- ---._ -.__..._ I
_- - - _-_-_.--" --.. ._ A- -. -
Governmental activities: , t
General obligation bonds ! $25.436.632 $ j,245,& $ 2.81~,702w $29869,930 ' $ 2,866.701 I
'Accrued corrpensation i 2,955,682 1 60Y 615 1,331.006 3,226,291 1331,007 , - - ---------, , .- --- - *..-I-1-. , -..- ---.- .- --
Terrporary notes 7,625.000 I 3,205,000 ' 5,825.000 5.005,000 ' 5,005.00b-
'Total $36,017,314 $12,051,615 : $ 9,967,708 $38,101,221 , $ 9,202,708 '
. Business-type activities:
'Generalobligationbonds
-- : $ - 3,888,368 $
Loans payable ! 6,78?lb3
Accrued compensation , 606.525 341,186 ' 276,789 670,922 , 276,789
- - - - - - - -
I .. __ - -c-. -. . - - *. - - - -- - . . . ._ __- -
-1 I- -_- _-_. - .- " - , ,, __ -._ - -
," -+ -.. ._- - -- __
I i - --. .---- ,^ .- ~ ,, -
I
.( - - ,- - I $ 1,108,299 $ 2,780,069 :-$ 623.269 '
- - -- r-_. -_-- --__I - 358,-&1' 6.428.759 ; 373,962 ,
- 680,kO , 3:030,000 710,Ooo '
1- &Gnuebonds , ---.------ - .-.-, __ 3,710,000-4 -- - , .+
-I .- ._.--.__ .,- - . I- __-_ -.- r., "-.I- - .-- - , ,-- .-
.^.__ - - .--. . - .I-. . - -_ , -_ - . - r-.. L--- - .
,_ .! -. - ^_,^_ ._ -. I.
.. I , _._ , -
Total $14,991,996 , $
341,186 i $ 2,423.432 I $12,906.750 :-$ 1.984.050
- . I- .-: Generalobligationbonds ' $ 7,490,000 $ - _. .__-. - ! $ - 965.06 I..--- .L. ' $ -1. 65% -L- 000 -f $ -r -755,000 ~ -. - :
)- Fmancing lease ! 391,932 , - -- 33.101 i. 358,831
! 13,900,000 8 Temporary notes--- - -
L"-- -.-..-\- -.-- ~.--I_-_ -- * - ' .- ,,.I-. ! -. ---. ,, ._-- _-__ - ~. ._.--
-,-- _---c -"- -: -,.. I . , .
35.331 j -- - - ___ - -. __ _- . - - ' 2,925,000 , 10,975,000 ,
~ ~ __ . - - - - - - i_ - -- --- -
Special &&ssrnent debt . 255,270 -I 23,216 232,054 ' 24,106 '
Total corrponent units ' $22,037,202 $
- - - . - - - - -- - - __ - -
-- . -_ - ___ - __ __ - - -- -.
- ! $ 3,946,317 , $18,090,885 $ 814,437 ' .-_ -I .-. . , I - ,- -- ,"-
CITY OF SALINA, KANSAS
NOTES TO
THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note
4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
The following is a detailed listing of the city's long-term debt including general obligation bonds, revenue
bonds, temporary notes and loans payable:
Pnmary Government
General Obligation Bonds
lntemal Irnprowments 2000, due 10/1/2015
lntemal Improwmkts 2001,
,. .-.. due - 10M/2016-
'Waier/sewer re&-nding 20024, due l%h/20?3
Intgmal Improwments 20028, due 10/1/2017
lntemal Improwments 2003A, due 10/1/2018
Internal Improvements
2064j46;, due 10/1/2019
lntemal lmpr6kments 2065A, 'due 10/1~2020
, Internal lmprokments -. 2006A. - - - - due - - - - 10/172026 - -
t Internal lmbwments 20066. due l0/1/2021
f lntemal I%pro\Rments 2007A, due 10/1/2027 __ i lntemal Imp&ments 2008A, due 10/1/2023-'
iintemal Irnp6wments 2008B, due 7/1/2028
. Refunding 2004A, due 8/1/2015
- ,,- ,-
- 1- - 3.- .--. _- __ - _--I_
- *.".. - - . .. .
__ __ Toi& general obligation bonds
Rem-iue Bonds
;--1i?e\Rnue-Refunding
ZOOM, due9/1/2012
,Total rewnue bonds
Loans Payable
I. IKansas Public Water Supply, due 2/1/2020
i ;Kansas Public Water Supply, due 2/1/2023
Total loans payable
*I +&- I ~ . _I*, .._
c- Temporary -- Notes
' 'Sen&-2006-1, due 8/1/2009
1 Senes2doK1, du&8/1/2009-
?;tal temgraj not&
1 - "
~ 1 < ,.I_----.- - . ,-- -. - ~ --. .- _.- . - .
-.A -_-- -._ ..--- _._"_ - ,--- I - --_
- __ - Tr .-I- ..__I: *, , - -. __.-.*
- - --- - . , -,
, " _--- _- .^_ - . - --.- ___
_. , - ,-- --- - .I_ .I
... ... - -
.- ~. .
1 - .-. - _-._ - .- _.I_ I- ,I
Original Interest Bonds
Issue Rates Outstanding
3,885,000 4.625070°t0 6.50% $ 330,000
5,350,000
4.00% to 4.90% 2,840,000
1,980,000 2.707O-i6-4.50./0 985,000 '
4,350,000 2.13% to 3.85% * 2,725,000
5,585,000 2.10% to 4.00% 2,880,000
4,053,000 ~ 3.00% to 4.50% * - 2,530,000
4,210,600
2.955Kto 425% 3,205,000
2,200,000 ' 3.55% -- __ io 5.50% 1,980,000
885,000 ' 4.00% to 4.50%
6;G5,000 4.25% to 4.625% : 6,180,000
2.04<000 3.00%-to 4.50% i,ci&,ooo
745,000 '
LI_I~_ - ..,. 3,720,000 3.25% to 4.00oid . 3,720,000
3,5%,000
. 3.65% to 5.00% I
$ 32,650,000-
-7 -- -----
3,525,000 , ._ -,, _- -, -
- -_ - __ -- -- " 3,600,000 4.29% '$ 2,430,462'
-5;OOO.OOO
' $ 6,428,760 .
4.13% 3,998,298
- ..-. - - I._- .---I- ..,_- .. __
, I...-_ 1 ~,. . , - - ..
.- #. 1,800,000 3.49% ...f i $ .,. 1;i300,000 I
1 3,205,000
j $ 5,003~00 - 3,205,000 2.75%
I_-.- . - .._.- I ~
59
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
_.- _- _-
Original In t e resi
Issue
Component Unit
Salina Airpod Authority
General Obligation Bonds
-.- I. -.-,.- ,
- General Obligation 19998. due 201 0 $ -555,Qih- -
General Obiigation 2001A, due 2012 11385.000 - -"-. ,.
2,635,6&-
3,635,000
--- - - ,
General Obligation 2002A, due 2012
General Oblig%on 2005A, due 2020
. . .-.- ?--"-----
1,005,000 -. . -~__ ___ -- ; Geneby Obligation 2007A, due 2022
'Total generat obligation bonds - - --- ,-, .
I *% - Temporary Notes
Total temporary notes
10,975,000
- .
__ __ - -1
Series 2007-1, due 201 0 - ---
-- - ---- . - -- ..-. I -----__ . Special Assessment Debt ..-_ - _.--, -
Airport Industrial Center, d"ue 201 6
Hangar 600 Sanitary Sewer, due 2021
"
. - -._,r_--, ---_ ~ _______ -
-- __ -
,Total special assessment debt
jhancing Lease, due 2015 -
,Total
-.-._^-.-...---- ,-,_ ___
-I--I_ _.. -- .... -. .. - _- . ~ -- . , _I.._.- - _-. , ,- _.._ _-__ .--.-"-.
. - .. - -
Rates
_-
Bonds
Outstanding
3.90% to5.2d% $ I%,OOO '
- 4.45% to 5.66?!0 650,000
4.75% to 5.25% 31635,000
2.457; to 3.70% i,iso,oOo
4.60% to 6.00%. 945,000
6,525,000 ~,~.
-1 ~ ..
--. 5.600% _- 10,975,000
I - 0,975; ~ 000 --..I
- --.
i
207,177
24,877 ,
232,054':
35c831
$18,090,885
-.
.__.?. , ~ 1-
- -_
. .,* . ._-_-
-I
Annual debt service requirements to maturity for general obligation bonds to be paid with tax levies: _- - --~ .-- " ..- . --_- -
t - General Obligation - Primary Goemme; -- 1
I_
nterest : -_ 4
4,349,384
Total
: Bonds I --I
I -, I .--v I Year - .-.+-:7 Outstandin ---- -- a--.I --. _T Due
2009-
- :$ 3,49O,b00 r$ - - . . - 1,256.003 - - . $ 4,746,003:
201 0
- _- 1,169,384 3,180,060-i - -_- - -- -
4 201 1 ~075~000 3,085;~ 1 ;.--I-- 1,052,710: --.-. 4,127,7110 ;
'
1 2013 2,990,000 821,063 , 3,811,063 ;
1 - 2014-2018 --~.-._.-L 1 .Q.935~ooo.~~.. 9,295,000 2,6700881 ---_- -I '1 ._._-_- 1,965,088.~ -
. 20142023 1 1.196 816 ' 6 131 Slzi
938,351 , t --I 4,023,351 ...- , I._,. --.- ._.". --I.._-- i" 2012 ,-. - . . . --. -- 1- -. . _-
60
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
General Obligation
- Component Units
Bonds Interest
Y* i Outstanding Due
2009 $ 755.000 $ 316,316 . $
282.148
201 1 755,000 244,799
2012 795.000 209,501
201 3 330,000
."_I- - 201 0 800,000 '
i71,878 ! - -. - ._. . .--_ 2014-201 8 . 1,955.000 587.057
&I ___ -
1,071,316
1,082,148 '
I -.
999,799 '
501,878 '
~ __ --
1,004,501 _-
' 2,542,-0571 _--..--I - __-. 201 92022 1,135,000 107,025 . 1,242,025-'
J- Total $ 6,525,000 ' $- 1,91g,724 -$ 8,443;724
Annual debt service requirements to maturity for revenue bonds to be paid with utility revenues:
-- --_ , Revenue Bonds - Primary Goernment -1
! Bonds Interest . . ---
I Year -
61
CITY OF SALINA, KANSAS
NOTES
TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
Annual debt service requirements to maturity for financing lease - to be paid from rental revenue:
Financing Lease - Component Units
Due
Lease Interest
Year Outstanding __ -
2009 $ 35,331 $ 23,141 $ 58,472
201
0 37,705 I 20,767 58,472
201
1
2012
2013
.. Total
201 4201 6
.^
68,472 18,2&- 40,238 :
42,941 15,531 58,472'
45.826
12,646 58,472
175,415 '
$ 3581,831 $ 108,944 I $ 467.775
,I *-
__ 1 56,790 18.625 . --- -
. ,-
The City has engaged in loans with the Kansas Public Water Supply Fund. The following displays annual
debt service requirements to maturity for loans payable to be paid from service revenues. for the full proceeds
amount:
. Loans - Primary Go=mment I
,~ Interest
Due -- -I -_ i Loans ,- - - +... --
- -4 i -- Year i Outstanding - ' --
- ?$- 373:962-i$ 243,52i 9 $---- __ 617,483
I 61 8.806 *'
. 38g,840--:- - ~
2009
-..- 20-l-l .--- .
I - ._ - 4b6T392 .. -- I 213,795 I 620,187-!
1- Toial : _---- . -
......_- %?8;966 ' 201 0
423,646 i97,976 621-,62. : 201 2
2013 441,634 ; . 623,119 ;
?d:g-\ 3,1403s J
8,290,433 I
1- ~ - -. ._- _.I -
I -.-- ---- .-.
.-
, 201&2018- -!t-- 21505,896 I
J- 2019-2023 __ '' 16-1 -427- : - 2,&,817 - 8
_- ~
i ,887,390' -- -- -
I.____
- - - - - - - ' ' $' 6,428,760 ;'$ .- *-1:8g7;673 :-$
I_ **_ _. Toiai -- r- I -
Annual debt service requirement to maturity for Special Assessment Debt to be paid from rental revenue:
,--- -I---. -_- .--.--_ ,-- -- - ---
i
Special Assessment Debt - Component Units -; "-_ - - - -. : Assessment Interest !
- - m- -,
2010 25.029 8.041 33.070
.
-1
Due
'. $ 24,106 :-$ 8,964 I $ 33,070 j
Year- . I : -Outstanding --
i
-.- -. _.I. -- ._. .. - ,. t - ..- -
--c - - - -- - --L
2009 - - ___
~ -_ - - - . ~ - i- --J-- .__- -- -- -_
33,070 201 1
201 3 .I 28,018 5,052 I 33,070
- 94,876 T. 9,463 ' 104,339
:- 20192021 7.053 : 639 7.692
-. 25,988 . 7,082-
-.-+ _-__ -- ^..
I. -- c..-
26,984' - ~ 67086 . 333i7iiJ
, . !L -. --r . -., -I-. . , --, -_ . 2012- - --
---- 1 ~ . L -
- __ I f 2014-2018 '
62
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
E. Long-Term Debt (Continued)
Special assessments. As provided by Kansas statutes, projects financed in part by special assessments are
financed through general obligation bonds of the City and are retired from the debt service fund. Special
assessments paid prior to the issuance of bonds are recorded as revenue in the appropriate project. Special
assessments received after the issuance of bonds are recorded as revenue in the debt service fund. The
special assessments are not recorded as revenue when levied against the respective property owners as
such amounts are not available to finance current year operations. The special assessment debt is a
contingent obligation of the Ctty
to the extent of property owner defaults, which have historically been
immaterial.
Conduit debt. The Ctty has entered into several conduit debt arrangements wherein the Ctty issues industrial
revenue bonds to finance a portion of the construction of facilities by private enterprises. In return, the private
enterprises have executed mortgage notes or leases with the City. The Ci is not responsible for payment of
the original bonds, but rather the debt is secured only by the cash payments agreed to be paid by the private
enterprises under the terms of the mortgage or lease agreements. Generally. the conduit debt is arranged so
that payments required by the private enterprises are equal to the mortgage payments schedule related to the
original debt. At December 31, 2008, total outstanding conduit debt was $106,413,033.
Defeased debt. In prior years the Ci has defeased certain other outstanding debt obligations by placing the
proceeds of new bonds in an irrevocable trust to provide for all future debt service payments on the old bonds.
Accordingly, the trust accounts and the defeased bonds are not included in the City's financial statements. At
December 31,2008, the total outstanding defeased debt
for all issues was $905,000.
,-
I
63
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 4. DETAILED NOTES ON ALL FUNDS (Continued)
F. Reconciliation of Transfers
A reconciliation of interfund transfers follows:
Transfer In Transfer Out
Major Funds:
General fund $1,066,306 $ 260,000 ‘
Special gas fund 180,000
Bicentennial center fund 636,612
Tourism and conwntion L- fund - 426,612
-
--I Debt senice- * -500:OOO -
440,000 . Capital project fund ,- . .
Solid waste disposal fund - - 180,000 ’
Other gobemmenti funds . - 2,076;61$
Water and sewer fund ’
Golf course fund-
38,179 i -
82,125 -
- - ..
I-
L.
Total Transfers - $2,943,222 , $2,943,222 I .- ,”
The City uses interfund transfers to share administrative costs between funds.
Note 5. OTHER INFORMATION
A. Defined Benefit Pension Plan
Plan description. The City participates in the Kansas Public Employees Retirement System (KPERS) and the
Kansas Police and Firemen’s Retirement System (KPBF). Both are cost-sharing multiple-employer defined
benefit pension plans as provided by Kansas statutes (KSA 74-4901 et seq). KPERS and KP8F provide
retirement benefits, life insurance, disability income benefits and death benefits. Kansas law established and
amends benefit provisions. KPERS and KP&F issue a publicly available financial report that includes financial
statements and required supplementary information. Those reports may be obtained by writing
to 61 1 South
Kansas, Suite 100; Topeka, Kansas 66603 or by calling 1-888-275-5737.
Funding Po/icy. K.S.A. 744919 establishes the KPERS memberemployee contribution rate at 4% of covered
salary. K.S.A. 744975 establishes the KP&F member-employee contribution rate at 7% of covered salary.
The employer collects and remits member-employee contributions according to the provisions of section 414
(h) of the Internal Revenue Code. State law provides that the employer contribution rates be determined
annually based on the results of an annual actuarial valuation. KPERS and KP&F are funded on an actuarial
reserve basis. State law sets a limitation on annual increases in the employer contribution rates. The KPERS
employer rate was 6.09% from January 1 to December 31, 2008. The City employer contributions to KPERS
for the years ending December 31, 2008, 2007, and 2006 were $789,277, $647,231 and $530,939,
respectively, equal to the required contributions for each year. The KP&F employer rate established for fscal
years beginning in 2008 is 17.01%. Employers participating in KP8F also make contributions to amortize the
liability for past service costs, if any, which are determined separately for each participating employer. The
City’s contributions to KP&F for the years ended December 31, 2008, 2007, and 2006 were $1,722,988,
$1,474,558 and $1,229,837, respectively, equal to the required contributions for each year.
-
B. Deferred Compensation Plan
The City offers its employees a deferred compensation plan (“Plan”) created in accordance with Internal
Revenue Code Section 457. The Plan, available to all City employees, permits them to defer a portion of their
salary until future years. The deferred compensation is not available
to employees until termination,
retirement, death, or unforeseeable emergency. Plan assets are transferred
to a plan agent in a custodial
trust and are not available to the claims of the City‘s general creditors.
64
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note
5. OTHER INFORMATION (Continued)
C. Flexible Benefit Plan (I.R.C. Section 125)
The City Commission has adopted by resolution a salary reduction flexible benefit plan ("Plan") under Section
125
of the Internal Revenue Code. All City employees working more than 20 hours per week are eligible to
participate in the Plan beginning after two full months of employment. Each participant may elect to reduce
his or her salary to purchase benefits offered through the Plan. Benef& offered through the Plan include
various insurance and disability benefits.
D. Risk Management
The City is exposed to various risks of loss related to torts; theft of, damage to and destruction of assets;
errors and omissions; natural disasters and other events for which the City carries commercial insurance. No
significant reductions in,insurance coverage from that
of the prior year have occurred. Settlements have not
exceeded insurance coverage for each
of the past three years.
The City has established a limited risk management program for workers' compensation. The program
covers all City employees. Premiums are paid into the Workers' Compensation Reserve Fund by all other
funds and are available to pay claims, claim reserves and administrative costs of the program. An excess
coverage insurance policy covers individual claims in excess of $250,000 ($350,000 for claims involving
employees classified as policemen or firemen). Incurred claims, including incurred but not reported claims,
have been accrued based primarily upon subsequent payments. Claim liabilities are calculated considering
the effects of inflation, recent claim settlement trends including frequency and amounts of payouts and other
economic and social factors. The liability for claims and judgments
is reported in the Workers' Compensation
Reserve Fund because it is expected to be liquidated with expendable available financial resources. Of the
liability, $125,335 is considered to be due within one year. Changes in the balances
of claims liabilities
during the past two years are __ as follows: -
>- i2&8:=
$ 238,229 $ 196,285 ,
.* ,-.-.--I-
Unpaid claims, January 1
{Incurred claims (including
,..-.,..---- - ..-_ - --. -, __. . I
I
"........ *." - . . 1.1 - .. __. .
399,042i- - '24G3 .
I--L-_-_. ;- - -_ - __ IBNRs) - __ - ._. . - __.
Claim payments 1 [206,652]~ [206,652]
Unpaid claims, December 31 . $ 430,619 I $ 238,229
. -- -. - - -- .--I _- .._I_ . - ~ -
. .-
The City established a limited risk management program for employee heatth and dental insurance in 1997.
The program covers eligible City employees. Premiums are paid into the health insurance fund by all other
funds and are available
to pay claims, claim reserves and administrative costs of the program. An excess
coverage insurance policy covers individual claims in excess
of $50,000. Incurred claims, including incurred
but not reported claims, have been accrued based primarily upon subsequent payments. Claim liabilities are
calculated considering the effects of inflation, recent claim settlement trends including frequency and
amounts of payouts and other economic and social factors. The liability for claims and judgments
in the
Health Insurance Fund because it is expected to be liquidated with expendable available financial resources.
Therefore, all of the liability is considered to be due within one year. Changes in the balances
of claims
liabilities during the past . -- two - years are as follows: -_- .- - -_
CITY OF SALINA, KANSAS
NOTES TO
THE BASIC FINANCIAL STATEMENTS
December 31, 2008
Note 5. OTHER INFORMATION (Continued)
E. Capital Projects
Capital projects often extend over two or more fiscal years. The following is a schedule, which compares the
project authorization including allowable interest revenue to total project expenditures from project inception
to December 31,2008.
Project Authorization Expenditures
South Ohio Corridor ' 1,250,000 1,206,370
North Broadway Corridor 2,260500 2,209,606 1
.- Fire Station #2 Reioition -_ 1,200,005;. 1,303,069 ,
Pacific Aenue 300,000 ' ~ 71,6=
Library _,__I Addition - . Sewer 570,584' -- 467,674
Lakeside Addition 860, a59 646,820
West Diamond Drie Infrastructure ' 825,000 731,058
334,465 . 237,629 Quail Meadows Phase Ill
Golden Eagii-No 4, Ph. 111 530,046'. - 357,138'
Magnolia-Hiils --__ Subdiwsion ___ Phase __ - II . 566,346 530,150
599,208
- 561,007 Eaglecrest Twinhomes
Quail Meadows,Phase
N __ -984,433-i 856,277
6,500[60 !- . 1 ,=;053-!
South 9th Corridor, Phase N
S.041 .
632,643-' 587,369
,Glenn Ae Sewer
440,193 . 800 Stone Creek Addition
griergy Impmement Project
N Ohio Grade Separation i $ 6,200,ooo $ 6,099,814
Downtown Signals - 692,042 816,664
Libkrty Addition Infrastructure. II 868,059 i 646,820 .
.C-._-l . - .. _"_. .- -
- - - - - - - - - - -- - -.. .._ ~ ----, .."I
. ,- -,.,- --- 1.- . .-_. -, . I _-- -I
. -- 66,648 i
I-, _. -- -. __
6 Red Foxkidition * __
._-_ .--. --
,_.-__._ -- .-_ ^___ , i 1,358,187 i i,346,i% - --. -- - i ----_ . --I-- - -- - ---. . . . -
Project overages in the Fire State #E Renovation and Downtown Signals projects will be reimbursed by
special sales tax proceeds.
F. Contingent Liabilities
The City receives significant financial assistance frm numerous federal and state governmental agencies in
the form
of grants and state pass-through aid. The disbursement of funds received under these programs
generally requires compliance with terms and conditions specified in the grant agreements and is subject to
audit. Any disallowed claims resulting from such audits could become a liabillty of the General Fund or other
applicable funds. However, in the opinion of management, any such disallowed claims would not have a
material effect on any of the financial statements
of the City at December 31, 2008.
The City is a defendant in various lawsuits. Although the outcome of these lawsuits is not presently
determinable, it is the opinion of the City's legal counsel that resolution of these matters will not have a
material adverse effect on the financial condition of the Clty.
G. Municipal Solid Waste Landfill
State and federal laws and regulations require the City to place a final cover on its landfill site when it stops
accepting waste, and to perform certain maintenance and monitoring functions at the site for thirty years after
closure. Although closure and postclosure care costs will be paid only near or after the date that the landfill
stops accepting waste, the City reports a portion of these closure and postclosure care costs as an operating
expense
of the solid waste fund in each period based on landfill capacity used as of each balance sheet
date. The $1,566,636 reported as landfill closure and postclosure care liability at December 31 represents
the cumulative amount reported to date based on the use of 28.2% of the estimated capacity of the landfill.
66
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
G. Municipal Solid Waste Landfill (Continued)
The City's solid waste fund yill recognize the remaining estimate cost of closure and postclosure care of
$3,985,998 as the remaining estimated capacity is filled over the remaining life expectancy of 73.7 years.
These amounts are based on what it would cost to perform all closure and postclosure care in 2008. Actual
cost may be higher due to inflation, changes, in technology or changes in regulations. The City is required by
State and Federal laws and regulations
to provide assurances of financial responsibility for closure and post-
closure care. The City has elected to utilize the Local Government Financial test promulgated by the US.
Environmental Protection Agency (at 40 CFR 258 74(f)) and the Kansas Department of Health and
Environment to provide these assurances. Any future closure or postclosure care costs will be provided
through the normal budgeting and rate setting process, including the issuance
of general obligation bonds, if
necessary.
H. Environmental Matters
The Kansas Department of Health and Environment (KDHE) issued a report in 1994 indicating the presence
of volatile organic compounds at levels requiring remediation at the Salina Public Water Supply Wells Site (the
Site). The City adopted a proactive Policy
and Action Plan to remediate the groundwater contamination, and
on December 7, 1994, the City and KDHE entered into a Consent Order and Settlement Agreement under
which the City assumed primary responsibility for the further investigation and remediation of the groundwater
contamination. Field testing work has been completed. The necessary remediation work will be conducted
over the next several years at a yet undetermined cost to the City's Water and Sewer Fund.
The
U.S. Government Department of Defense transferred property located at the former Schilling Air Force
Base to the Authority September 9, 1966. .The property is now known to contain areas of extensive soil and
groundwater contamination, primarily from the use and disposal of chlorinated solvents and petroleum
products caused by activities at the former base during
its period of active military duty from 1942 to 1965.
The U.S. Government Department of Defense is responsible for the investigation and remediation of
contamination caused by military activities at current and former military bases. The US. Army Corps of
Engineers (USACE) is the lead agency for the Department at formerly used defense sites. The Corps has
completed investigation of soil and groundwater contamination at the former base under the regulatory
oversight
of the US. Environmental Protection Agency and the Kansas Department of Health and
Environment. The former base is not designated as a National Priority List Superfund site, but investigation
and remediation is required to be in compliance with the Comprehensive Environmental Response,
Compensation and Liability Act.
Potential liability for contamination under the Act extends broadly to parties associated with the release or
presence of hazardous substances, including not only those entities involved with contaminant use and
disposal, but
in some cases other current and former owners and operators of contaminated sites. As a
current owner of extensive amounts of property at the former base, the Authority is potentially liable under the
act.
The Authority has determined that while a possible liability exists, it is not probable and at this time no
reasonable estimate of the possible liability
can be made. Therefore, no liability relating to that matter has
been recorded. The Authority is under no administrative orders from the U.S. Environmental Protection
Agency or the Kansas Department of Health and Environment. The Authority is considered to be a Potentially
Responsible Party for the former base site, primarily due to its status as a property owner. The Salina Airport
Authority, Unified School District No. 305 and the Kansas Board of Regents (Kansas State University at
Salina) collectively own over 90% of the nearly 4,000 acres of the former Schilling Air Force Base property.
67
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
H. Environmental Matters (Continued)
Beginning in August 2007, the four local public entities including the Salina Airport Authority, the City of Salina,
the Salina School District and Kansas State University at Salina initiated negotiations with the
US. Federal
Government. The negotiation objectives include transferring the responsibility for completing the cleanup from
the USACE
to the Salina public entities. The local objective is to reach a settlement agreement with the U.S.
Federal Government that provides the Salina public entities sufficient funds to complete cleanup operations
over a 30-year period.
During calendar year 2008, the Salina public entities prepared a detailed Cost to Complete Estimate (CTC).
The CTC preparation included consultation with the EPA and KDHE. The Salina public entities' CTC
was
completed in June of 2008 and submitted to,the USACE.
Subsequently, on January 23, 2009, the Salina public entities delivered a demand letter to the USACE. The
letter demands that settlement negotiations begin immediately with the U.S. Dept. of Justice. On May 14,
2009, the Authority was notified that the USACE referred the former SAFB demand letter to the U.S.
Department of Justice on May 12, 2009. It is expected that the negotiations will result in a settlement Consent
Decree that
will specify terms, conditions and funding enabling the Salina public entities to complete site
clean-up.
I. Postemployment Health Care Plan
Plan Description. The City operates a single employer defined benefit healthcare plan administered by the
City. The Employee Benefd Plan (the Plan) provides medical and dental benefits to eligible early retirees and
their spouses. KSA 12-5040 requires all local governmental entities in the state that provide a group health
care plan to make participation. available to all retirees and dependents until the retiree reaches the age of 65
years. No separate financial report is issued for the Plan.
Funding Policy. The contribution requirements of plan participants and the City are established and amended
by the City. The required contribution is based on projected pay-as-you-go financing requirements. Plan
participants contributed approximately $96,672 to the Plan (approximately 100% of total premiums) through
their required contribution of $41 6 per month for retiree-only coverage and $702 for spouse coverage.
Annual OPEB Cost and Net OPEB Obligation. The City's annual other postemployrnent benefit (OPEB) cost
(expense) is calculated based on the annual required contribution of the employer (ARC), an amount
actuarially determined in accordance with the parameters of GASB Statement 45. The ARC represents a
level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any
unfunded actuarial liabilities (or funding excess) over a period not to exceed thirty years.
The following table shows the components of the City's annual OPEB cost for the Plan for the year, the
amount actually contributed to the plan, and the changes in the City's net OPEB obligation to the Plan:
Annual required contribution
i s 910,418- L- -_ - ------ - ...- - ...-.-. --..-I_-
' 910,418 Annual OPEB cost (expense)
Benefit payments
. 96,672
_*-- Change --._1_ in net ,__-. OPEB ---_- obligation ----
Net OPEB obligation - beginning of year ' -
- . _^I--- _-_. I. - --
--- --_ __ . ----- - I___
,I--^-+II --^ 813,746 ---_ , '
,.- __ - - _... I- ,.---__ _.._,,_ . I- ----....-- .
Net OPEB obligation - end of year $ 813,746 ; . - - - - -. -. . - ____
68
CllY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
1. Postemployment Health Care Plan (Continued)
The City's annual OPEB cost, the percentage of annual OPEB cost contributed to the Plan. and the net OPEB
obligation for the year ended December 31, 2008 was as follows:
Annual
Fiscal Annual OPE6
Ended
Cost Contributed ! December 31,-2008 $ 910,418 $ ., 96,672 ..
i -
Year OPEB cost
_- ..
The information for the two preceding years was not available.
Net
OPEB
Obliiat ion
$ 813,746
_-
Funding Status and Funding Progress. As of the year ended December 31, 2008, the most recent actuarial
valuation date, the Plan was not funded. The actuarial accrued liability for benefits was $8,917,346 and the
actuarial value
of asset was $0, resulting in an unfunded actuarial accrued liability (UAAL) of $8,917,346. The
covered payroll (annual payroll of active employees covered by the plan) was $21,874,112, and the ratio of
the
UAAL to the covered payroll was 40.8%.
Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions
aboii the probability of occurrence of evenis far into the fiiure. Examples inciude assumptions about future
employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the
plan and the annual required contributions of the employer are subject to continual revision as actual results
are compared with past expectations and new estimates are made about the future. The schedule
of funding
progress, presented as required supplementary information following the notes to the financial statement,
presents multiyear trend information about whether the actuarial value of plan assets (if any) are increasing or
decreasing over time relative to the actuarial accrued liabilities for benefits.
Actuarial Methods and Assumptions. Projections of benefits for financial reporting purposes are based on the
substantive plan (the plan as understood by the employer and the plan participants) and include the
types of
benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between
the employer and plan participants to that point. The actuarial methods and assumptions used include
techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the
actuarial value of assets, consistent with the long-term perspective of the calculations.
In the year ended December 31, 2008, actuanal valuation, the projected unit aedit actuarial cost method was
used. The actuarial assumptions include a 4.50% investment rate of return, which is the rate of the
employer's own investments as there are no plan assets and an initial annual healthcare cost trend of 6.80%
for medical and 5.67% for dental, reduced by decrements to ultimate rates of 4.50% and 4.00% after eighty
and thirteen years, respectively. The
UAAL is being amortized as a level dollar over an open thirty-year
period.
J. Related Party Transactions
The City paid $851 during the year ended December 31, 2008. to a travel agency owned by a City
Commissioner.
69
CITY OF SALINA, KANSAS
NOTES TO THE BASIC FINANCIAL STATEMENTS
December 31,2008
Note 5. OTHER INFORMATION (Continued)
K. Subsequent Events
In July, 2009, the City issued Series 2009-A general obligation internal improvement bonds in the amount of
$23,695,000. The bond proceeds will be used to fund various capital projects. The City will make the first
payment on bonds on April 1, 2010 and the last payment on October 1, 2029. The interest rate on the bonds
ranges from 2.00 to 5.00%.
70
APPENDIX B
Form of Continuing Disclosure Instructions for the Bonds and the Notes
EXHIBIT B
FORM OF CONTINUING DISCLOSURE INSTRUCTIONS
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROWMENT AND REFUNDING BONDS
DATED MAY 1,2010
SERIES 2010-A
THESE CONTINUING DISCLOSURE INSTRUCTIONS (the “Disclosure Instructions”) are
executed and delivered by the Issuer in connection with the issuance of the above-described bonds (the
“Bonds”) which are being issued simultaneously herewith as of May 5, 2010, pursuant to the Bond Resolution,
in which the Issuer covenants to enter into this undertaking to provide certain financial and other information
with respect to the Bonds in order to assist the Participating Underwriter in complying with the provisions of the
SEC Rule. The Issuer is the only “obligated person” with responsibility for continuing disclosure with respect
to the Bonds.
Section 1. Definitions. In addition to the definitions set forth in the Bond Resolution, which apply
to any capitalized term used in these Disclosure Instructions, unless otherwise defined herein, the following
capitalized terms shall have the following meanings:
“Annual Report” means any Annual Report provided by the Issuer pursuant to, and as described in,
Section 2 of these Disclosure Instructions.
“Beneficial Owner” means any registered owner of any Bonds and any person which (a) has the power,
directly
or indirectly, to vote or consent with respect to, or to dispose of ownership of, any Bonds (including
persons holding Bonds through nominees, depositories
or other intermediaries), or (b) is treated as the owner of
any Bonds for federal income tax purposes.
“Bond Resolution” means jointly the ordinance and the resolution of the governing body of the Issuer
authorizing the issuance’of the Bonds.
“CAFR” means the Issuer’s Comprehensive Annual Financial Report.
“Designated Agent” means Gilmore & Bell, P.C. or one or more other entities designated in writing by
the Issuer to serve as a designated agent of the Issuer for purposes of these Disclosure Instructions.
“Dissemination Agent” means any entity designated in writing by the Issuer to serve as dissemination
agent pursuant to these Disclosure Instructions and which has filed with the Issuer
a written acceptance of such
designation substantially in the form attached hereto as Exhibit B.
“EMMA” means the Electronic Municipal Market Access system for municipal securities disclosures
(www.emma.msrb.org).
“Financial Information” means the financial information of the Issuer described in Section 2(a)(l)
hereof.
“Fiscal Year” means the one year period ending December 31, or such other date or dates as may be
adopted by the Issuer for its general accounting purposes.
B-1
“GAAP” means generally accepted accounting principles, as applied to governmental units, as in effect
at the time of the preparation of the Financial Information.
“Issuer” means the City and any successors or assigns.
“Material Eyents” means any of the events listed in Section 3(u) hereof.
“MSRB” means the Municipal Securities Rulemaking Board.
‘‘OBcial Statement” means the Issuer’s Official Statement for the Bonds.
“Operating Data” means the operating data of the Issuer described in Section 2(a)(2) hereof.
“Participating Underwriter” means any of the original underwriters of the Bonds required to comply
with the SEC Rule in connection with offering of the Bonds.
“Repository” means the MSRB via EMMA.
“SEC” means the Securities and Exchange Commission of the United States.
“SEC Rule” means Rule 15c2-12(b)(5) adopted by the SEC under the Securities Exchange Act of 1934,
as the same may be amended from time to time.
Section 2. Provision of Annual Reports.
(a) The Issuer shall, or shall cause the Dissemination Agent to, not later than 180 days after the end of
the Issuer’s Fiscal Year, commencing with the Fiscal Year ended in 2009, provide to the Repository, the Issuer’s
CAFR, which will contain the Financial Information and Operating Data (jointly, the “Annual Report”), as
follows:
(1) The financial statements of the Issuer for such prior Fiscal Year,
accompanied by an audit report resulting from an audit conducted by an Independent Accountant in
conformity with generally accepted auditing standards. Such financial statements will be prepared on a
modified accrual basis of accounting other than GAAP for all governmental funds, expendable trust and
agency funds. The accrual basis of accounting is used for proprietary and nonexpendable trust funds. A
more detailed explanation of the accounting basis is contained in Appendix A to the Official Statement.
If such audit report is not available by the time the Annual Report is required to be filed pursuant to this
Section, the Annual Report shall contain unaudited financial statements and the audit report and
accompanying financial statements shall be filed in the same manner as the Annual Report promptly after
they become available. The method of preparation and basis
of accounting of the Financial Information
may not be changed to a basis less comprehensive than contained
in the Official Statement, unless the
Issuer provides notice of such change in the same manner as for a Material Event under Section 3(6)
hereof.
Finunciul Infomution.
(2) Operuting Datu. Updates as of the end of the Fiscal Year of substantially all of the
information and data contained in those sections of the Official Statement entitled:
(i) Debt Summary
(ii) Tax Levies
(iii) Assessed Valuation
(iv) Estimated Actual Valuation
(v) Tax Collections
(vi) Largest Taxpayers.
B -2
Any or all of the items listed above may be included by specific reference to other documents, including
official statements of debt issues with respect to which the Issuer is an “obligated person” (as defined by
the SEC Rule), which have been filed with the Repository, the
MSRB or the SEC. If the document
included by reference is a final official statement, it must be available fiom the
MSRB via EMMA. The
lssuer
shall clearly identifL each such other document so included by reference. In each case, the
Annual Report may be submitted as a single document or as separate documents comprising a package,
and may cross-reference other information as provided in this Section; provided that the audit report and
accompanying financial statements may be submitted separately from the balance‘of the Annual Report
and later than the date required above for the filing of the Annual Report if they are not available by that
date. If the Issuer’s Fiscal Year changes, it shall give notice of such change in the same manner as for a
Material Event under Section 3(b).
(b) If no Dissemination Agent has been appointed, the Issuer shall file the Annual Report as
specified by Section 2(a) hereof; or if the Annual Report is not filed within the time period specified in Section
2(u) hereof, the Issuer shall send a notice to each Repository in substantially the form attached as ExhibitA.
Section 3. Reporting of Material Events.
(a) Pursuant to the provisions of this Section, the Issuer shall give, or cause the Dissemination Agent,
if any, to give, notice of the occurrence of any of the following events with respect to the Bonds, if the Issuer
deems such events to be material:
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws on debt service reserves reflecting financial difficulties;
unscheduled draws on credit enhancements reflecting financial difficulties;
substitution of credit or liquidity providers, or their failure to perform;
adverse tax opinions or events affecting the tax-exempt status of the Bonds;
modifications to rights of bondowners;
optional, contingent or unscheduled bond calls;
defeasances;
release, substitution or sale of property securing repayment of the Bonds; or
rating changes.
(b) Such notice shall be given by promptly filing a notice of such occurrence with the Repository.
Notwithstanding the foregoing, notice of Material Events described in subsections (a)(8) and (9) need not be given
under this subsection any earlier than the notice (if any) of the underlying event is given to the Owners of affected
Bonds pursuant to the Bond Resolution.
Section 4. Dissemination Agent.
(a) Ceneruf. The Issuer may, fiom time to time, appoint or engage a Dissemination Agent to assist it
in carrying out its obligations under these Disclosure Instructions, and may discharge any such Dissemination
Agent, with or without appointing a successor Dissemination Agent.
(b) Annual Reports. If a Dissemination Agent is appointed, not later than 15 Business Days prior to
the date specified in Section 2(a) for providing the Annual Report to the Repository, the Issuer shall provide the
Annual Report to the Dissemination Agent
or the Repository. The Dissemination Agent shall file a report with the
Issuer certifying that the Annual Report has been provided pursuant to these Disclosure Instructions, stating the
date it was provided, or that the Issuer has certified to the Dissemination Agent that the Issuer
has provided the
Annual Report to the Repository. If the Dissemination Agent has not received an Annual Report or has not
received a written notice fiom the Issuer that it has provided an Annual Report to
the Repository, by the date
required in Section 2(u), the Dissemination Agent shall send a notice to the Repository in substantially the form
attached as Exhibit A.
B -3
(c) Material Event Notices.
(1) The Dissemination Agent shall, promptly after obtaining actual knowledge of the
occurrence of any event that it believes may constitute a Material Event, contact the chief financial
officer of the Issuer or his or her designee, or such other person as the Issuer shall designate in writing to
the Dissemination Agent from time to time, inform such person of the event, and request that the Issuer
promptly notify the Dissemination Agent in writing whether or not to report the event pursuant to
Section 4(c)(3).
(2) The Issuer will promptly respond in writing to any such request. Whenever the Issuer
obtains knowledge of the occurrence of a Material Event, because of a notice from the Dissemination
Agent pursuant to this subsection (c) or otherwise, the Issuer shall promptly determine if such event
would be material under applicable federal securities law. If the Issuer
has determined that knowledge
of the occurrence of a Material Event would be material under applicable federal securities law, the
Issuer shall promptly
so notify the Dissemination Agent in writing. Such notice shall instruct the
Dissemination Agent to report the occurrence pursuant to Section 4(c)(3). If the Issuer has determined
that knowledge of a Material Event would not be material under federal securities law, the Issuer shall
promptly so notify the Dissemination Agent in writing. Such notice shall instruct the Dissemination
Agent.not to report the occurrence pursuant to Section 4(c)(3).
(3) If the Dissemination Agent has been given written instructions by the Issuer to report
the occurrence of a Material Event, the Dissemination Agent shall promptly file a notice of such
occurrence with the Repository, with copies to the Issuer. Notwithstanding the foregoing, notice of
Material Events described in Sections 3(u)(8) and (9) need not be given under this subsection any earlier
than the notice (if any) of the underlying event is given to the Owners of affected Bonds pursuant to the
Bond Resolution.
(d) Duties, Immunities and Liabilities of Dissemination Agent. The Dissemination Agent shall have
only such duties as are specifically set forth in these Disclosure Instructions, and the Issuer agrees to indemnify and
save the Dissemination Agent, its officers, directors, employees and agents, harmless against any
loss, expense and
liabilities which it may incur arising
out of or in the exercise or performance of its powers and duties hereunder,
including the costs and expenses (including attorneys fees) of defending against any claim of liability, but
excluding liabilities due to the Dissemination Agent’s negligence or willful misconduct. The obligations of the
Issuer under this Section shall survive resignation or removal of the Dissemination Agent and payment of the
Bonds. The Dissemination Agent shall not be responsible in any manner for the content of any notice or report
prepared by the Issuer pursuant to these Disclosure Instructions.
(e) Other Designated Agents. The Issuer may, from time to time, appoint or designate a
Designated Agent to submit Annual Reports, Material Event notices, and other notices or reports pursuant to
these Disclosure Instructions. The Issuer hereby appoints the Dissemination Agent and the Designated Agent(s)
solely for the purpose of submitting Issuer-approved Annual Reports, Material Event notices, and other notices
or reports pursuant to these Disclosure Instructions. The Issuer may revoke this designation at any time upon
written notice to the Designated Agent.
Section 5. Termination of Reporting Obligation. The Issuer’s obligations under these Disclosure
Instructions shall terminate upon the legal defeasance, prior redemption or payment in full of all of the Bonds. If
the Issuer’s obligations hereunder are assumed in full by some other entity as permitted in the Bond Resolution,
such person shall be responsible for compliance with under these Disclosure Instructions in the same manner as if
it were the Issuer, and the Issuer shall have no further responsibility hereunder. If such termination or substitution
occurs prior to the final maturity of the Bonds, the Issuer shall give notice of such termination or substitution in the
same manner as for a Material Event under Section 3(b).
B-4
Section 6. Amendment; Waiver. Notwithstanding any other provision of these Disclosure
Instructions, the Issuer and the Dissemination Agent, if any, may amend of these Disclosure Instructions (and the
Dissemination Agent shall not unreasonably refuse to execute any amendment
so requested by the Issuer) and any
provision of these Disclosure Instructions may be waived, provided that: (a) Bond Counsel or other counsel
experienced in federal securities law matters provides the Issuer and the Dissemination Agent, if any, with its
opinion that the undertaking of the Issuer contained herein, as so amended or after giving effect to such waiver, is
in compliance with the SEC Rule and all current amendments thereto and interpretations thereof that are applicable
to these Disclosure Instructions; (b) if the amendment or waiver relates to Sections 2(4 or 3(a), it may only be
made in connection with a change ‘in circumstances that arises from a change in law or legal requirements, or
change in the identity, nature or status of
an obligated person with respect to the Bonds, or the type of business
conducted; and (c) the amendment or waiver is either (1) approved by the Owners of the Bonds in the same
manner as provided in the Bond Resolution with consent of the Owners, or (2) does not in the opinion of Bond
Counsel materially impair the interests of the Owners or Beneficial Owners of the Bonds.
If there is an amendment or waiver of a provision of these Disclosure Instructions, the Issuer shall describe
such amendment in the next Annual Report, and shall include, as applicable, a nanative explanation of the reason
for the amendment or waiver and its impact on the type (or, in the case of a change of accounting principles, on the
presentation) of Financial Information or Operating Data being presented by the Issuer. In addition, if the
amendment relates to the accounting principles to be followed in preparing financial statements: (a) notice of such
change shall be given in the same manner as for a Material Event under Section 3(b), and (b) the Annual Report
for the year. in which the change
is made should present a comparison (in narrative form and also, if feasible, in
quantitative form) between the financial statements as prepared on the basis of the new accounting principles and
those prepared on the basis of the former accounting principles.
Section 7.
Additional Information. Nothing in these Disclosure Instructions shall be deemed to
prevent the Issuer fiom disseminating any other information, using the means of dissemination set forth in these
Disclosure Instructions or any other means of communication, or including any other information in any Annual
Report or notice of occurrence of a Material Event, in addition to that which is required by these Disclosure
Instructions. If the Issuer chooses to include any information in any Annual Report or notice of occurrence of a
Material Event, in addition to that which is specifically required by these Disclosure Instructions, the Issuer shall
have no obligation under these Disclosure Instructions to update such information or include it in any future
Annual Report or notice of occurrence of a Material Event.
Section 8. Noncompliance. In the event of a failure of the Issuer or the Dissemination Agent, if
any, to comply with any provision of these Disclosure Instructions, the Participating Underwriter or any Beneficial
Owner of the Bonds may take such actions as may be necessary and appropriate, including seeking mandamus or
specific performance by court order, to cause the Issuer or the Dissemination Agent, if any, as the case may be, to
comply with its obligations under these Disclosure Instructions. Noncompliance with the provisions of these
Disclosure Instructions shall not be deemed
an Event of Default under the Bond Resolution, and the sole remedy
under these Disclosure Instructions in the event of any failure of the Issuer or the Dissemination Agent, if any, to
comply with these Disclosure Instructions shall be
an action to compel performance.
Section 9.
Notices. Any notices or communications to or among any of the parties referenced in
these Disclosure Instructions may be given as follows:
(a) To the Issuer at:
300 West Ash
Salina, Kansas 67402
Attention: Clerk
(b) To the Participating Underwriter at the address set forth in the Bond Resolution or such other
address
as is furnished in writing to the other parties referenced herein.
B-5
(c) To the Dissemination Agent at the address set forth on Exhibit B attached hereto.
Any person may, by written notice to the other persons listed above, designate a different address or
telephone number(s) to which subsequent notices or communications should be sent.
Section 10. Electronic Transactions. Actions taken hereunder and the arrangement described
herein may be conducted and related documents may be stored by electronic means.
Section 11. Beneficiaries. These Disclosure Instructions shall inure solely to the benefit of the Issuer,
the Dissemination Agent, if any, the Participating Underwriter and Beneficial Owners from time to time of the
Bonds, and shall create no rights in any other person or entity.
Section 12. Severability.
If any provision in these Disclosure Instructions, the Bond Resolution or
the Bonds relating hereto, shall be invalid, illegal or unenforceable, the validity, legality and enforceability of the
remaining provisions shall not in any way be affected or impaired thereby.
Section 13. Governing Law. These Disclosure Instructions shall be governed by and construed in
accordance with the laws of the State of Kansas.
CITY OF SALINA, KANSAS
B-6
FORM OF CONTINUING DISCLOSURE INSTRUCTIONS
$2,500,000
CITY
OF SALINA, KANSAS
GENERAL OBLIGATION TEMPORARY NOTES
DATED MAY 1,2010
SERIES 2010-1
THESE CONTINUING DISCLOSURE INSTRUCTIONS (the “Disclosure Instructions”) are
executed and delivered by the Issuer in connection with the issuance of the above-described notes (the “Notes”)
which are being issued simultaneously herewith pursuant to the Note Resolution, in which the Issuer covenants
to enter into this undertaking to provide notice of certain material events with respect to the Notes in order to
assist the Participating Underwriter in complying with the provisions of the SEC Rule. The Issuer is the only
“obligated person” with responsibility for continuing disclosure with respect to the Notes.
Section 1. Definitions. In addition to the definitions set forth in the Note Resolution, which apply to
any capitalized term used in these Disclosure Instructions, unless otherwise defined herein, the following
capitalized terms shall have the following meanings:
“Beneficial Owner” means any registered owner of any Notes and any person which (a) has the power,
directly
or indirectly, to vote or consent with respect to, or to dispose of ownership of, any Notes (including
persons holding Notes through nominees, depositories
or other intermediaries), or (b) is treated as the owner of any
Notes for federal income tax purposes.
“Designated Agent” means Gilmore & Bell, P.C. or one or more other entities designated in writing by
the Issuer to serve as a designated agent of the Issuer for purposes of these Disclosure Instructions.
“Dissemination Agent” means any entity designated in writing by the Issuer to serve as dissemination
agent pursuant to these Disclosure Instructions and which has
filed with the Issuer a written acceptance of such
designation substantially in the form attached hereto as Mibit A.
“EMMA” means the Electronic Municipal Market Access system for municipal securities disclosures
(www.emma.msrb.org).
“Fiscal Year” means the one year period ending December 31, or such other date or dates as may be
adopted by the Issuer for its general accounting purposes.
“Issuer” means the City and any successors or assigns.
“Material Events” means any of the events listed in Sectwn 2(a) hereof.
“MSRB” means the Municipal Securities Rulemaking Board.
“Note Resolution” means the resolution of the governing body of the Issuer authorizing the issuance of
the Notes.
‘‘Official Statement” means the Issuer’s Official Statement for the Notes dated April 19,2010.
“Participating Underwriter” means any of the original underwriters of the Notes required to comply
with the SEC Rule in connection with offering of the Notes.
“Repository” means the MSRB via EMMA.
B-7
“SEC” means the Securities and Exchange Commission of the United States.
“SEC Rule” means Rule 15c2-12(b)(5) adopted by the SEC under the Securities Exchange Act of 1934,
as the same may be amended from time to time.
Section 2. Reporting of Material Events.
(a) Pursuant to the provisions of this Section, the Issuer shall give, or cause the Dissemination Agent,
if any, to give, notice of the occurrence of any of the following events with respect to the Notes, if the Issuer deems
such events to be material:
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws on debt service reserves reflecting financial difficulties;
unscheduled draws on credit enhancements reflecting financial difficulties;
substitution of credit
or liquidity providers, or their failure to perform;
adverse
tax opinions or events affecting the tax-exempt status of the Notes;
modifications to rights of Noteowners;
optional, contingent or unscheduled note calls;
defeasances;
release, substitution
or sale of property securing repayment of the Notes; or
rating changes.
(b) Such notice shall be given by promptly filing a notice of such occurrence with the Repository.
Notwithstanding the foregoing, notice of Material Events described in subsections (a)@) and (9) need not be given
under this subsection any earlier than the notice (if any) of the underlying event is given to the Owners of affected
Notes pursuant to the Note Resolution.
Section 3. Dissemination Agent.
(a) GeneraZ. The Issuer may, from time to time, appoint or engage a Dissemination Agent to assist it
in carrying out its obligations under these Disclosure Instructions, and may discharge any such Dissemination
Agent, with
or without appointing a successor Dissemination Agent.
(b) Material Event Notices.
(1) The Dissemination Agent shall, promptly after obtaining actual knowledge of the occurrence of
any event that it believes may constitute a Material Event, contact the chief financial officer of the
Issuer or his or her designee, or such other person as the Issuer shall designate in writing to the
Dissemination Agent from time to time, inform such person of the event, and request that the Issuer
promptly notify the Dissemination Agent in writing whether or not to report the event pursuant to
Section 3(b)(3).
(2) The Issuer will promptly respond in writing to any such request. Whenever the Issuer obtains
knowledge of the occurrence of a Material Event, because of a notice from the Dissemination Agent
pursuant to this subsection (c) or otherwise, the Issuer shall promptly determine if such event would be
material under applicable federal securities law. If the Issuer has determined that knowledge of the
occurrence of a Material Event would be material under applicable federal securities law, the Issuer
shall promptly so notify the Dissemination Agent in writing. Such notice shall instruct the
Dissemination Agent to report the occurrence pursuant to Section 3(b)(3). If the Issuer has determined
that knowledge of a Material Event would not be material under federal securities law, the Issuer shall
promptly so notify the Dissemination Agent in writing. Such notice shall instruct the Dissemination
Agent not to report the occurrence pursuant to Section 3(b)(3).
B-8
(3) If the Dissemination Agent has been given written instructions by the Issuer to report the
occurrence of a Material Event, the Dissemination Agent shall promptly file a notice of such occurrence
with the Repository, with copies to the Issuer. Notwithstanding the foregoing, notice of Material Events
described in Sections 2(a)(8) and (9) need not be given under this subsection any earlier than the notice
(if any) of the underlying event is given to the Owners of affected Notes pursuant to the Note
Resolution.
(c) Duties, Immunities and Liabilities of Dissemination Agent. The Dissemination Agent shall have
only such duties as are specifically set forth in these Disclosure Instructions, and the Issuer agrees to indemnify and
save the Dissemination Agent, its officers, directors, employees and agents, harmless against any loss, expense and
liabilities which it may incur arising out of or in the exercise or performance of its powers and duties hereunder,
including the costs and expenses (including attorneys fees) of defending against any claim of liability, but
excluding liabilities due to the Dissemination Agent’s negligence or willful misconduct. The obligations of the
Issuer under this Section shall survive resignation or removal of the Dissemination Agent and payment of the
Notes. The Dissemination Agent shall not be responsible in any manner for the content of any notice or report
prepared by the Issuer pursuant to these Disclosure Instructions.
,(d) Other Designated Agents. The Issuer may, from time to time, appoint or designate a
Designated Agent to submit Material Event notices, and other notices or reports pursuant to these Disclosure
Instructions. The Issuer hereby appoints the Dissemination Agent and the Designated Agent(s) solely for the
purpose of submitting Issuer-approved Material Event notices, and other notices or reports pursuant to these
Disclosure Instructions. The Issuer may revoke this designation at any time upon written notice to the
Designated Agent.
Section 4. Termination of Reporting Obligation. The Issuer’s obligations under these Disclosure
Instructions shall terminate upon the legal defeasance, prior redemption or payment in full of all of the Notes. If
the Issuer’s obligations hereunder are assumed in full by some other entity as permitted in the Note Resolution,
such person shall be responsible for compliance with under these Disclosure Instructions in the same manner as if
it were the Issuer, and the Issuer shall have no further responsibility hereunder. If such termination or substitution
occurs prior to the final maturity of the Notes, the Issuer shall give notice of such termination or substitution in the
same manner as for a Material Event under Section 2(b).
Section 5. Amendment; Waiver. Notwithstanding any other provision of these Disclosure
Instructions, the Issuer and the Dissemination Agent, if any, may amend of these Disclosure Instructions (and the
Dissemination Agent shall not unreasonably refuse to execute any amendment
so requested by the Issuer) and any
provision of these Disclosure Instructions may be waived, provided that: (a) Bond Counsel or other counsel
experienced in federal securities law matters provides the Issuer and the Dissemination Agent,
if any, with its
opinion that the undertaking of the Issuer contained herein, as so amended or after giving effect to such waiver, is
in compliance with the SEC Rule and all current amendments thereto and interpretations thereof that are applicable
to these Disclosure Instructions; (b) if the amendment or waiver relates to Sections 2(u), it may only be made in
connection with a change in circumstances that arises from a change in law or legal requirements, or change in the
identity, nature or status of an obligated person with respect to the Notes, or the type of business conducted; and (c)
the amendment
or waiver is either (1) approved by the Owners of the Notes in the same manner as provided in the
Note Resolution with consent of the Owners, or (2) does not in the opinion of Bond Counsel materially impair the
interests of the Owners or Beneficial Owners of the Notes.
In the event of any amendment or waiver of a provision of these Disclosure Instructions, the Issuer shall be
given in the same manner as for a Material Event.
Section 6. Additional Information. Nothing in these Disclosure Instructions shall be deemed to
prevent the Issuer from disseminating any other information, using the means of dissemination set forth in these
Disclosure Instructions or any other means of communication, or including any other information in any notice of
occurrence of a Material Event, in addition to that which is required by these Disclosure Instructions. If the Issuer
chooses to include any information in any notice of occurrence of a Material Event, in addition to that which is
B-9
specifically required by these Disclosure Instructions, the Issuer shall have no obligation under these Disclosure
Instructions to update such information
or include it in any future notice of occurrence of a Material Event.
Section 7. Noncompliance.
In the event of a failure of the Issuer or the Dissemination Agent, if
any, to comply with any provision of these Disclosure Instructions, the Participating Underwriter or any Beneficial
Owner of the Notes may take such actions as may be necessary and appropriate, including seeking mandamus or
specific performance by court order, to cause the Issuer or the Dissemination Agent, if any, as the case may be, to
comply with its obligations under these Disclosure Instructions. Noncompliance with the provisions of these
Disclosure Instructions shall not be deemed an Event of Default under the Note Resolution, and the sole remedy
hder these Disclosure Instructions in the event of any failure of the Issuer or the Dissemination Agent, if any, to
comply with these Disclosure Instructions shall be an action to compel performance.
Section 8. Notices. Any notices or communications to or among any of the parties referenced in
these Disclosure Instructions may be given as follows:
(a) To the Issuer at:
300 West Ash
Salina, Kansas 67402
Attention: Clerk
(b) To the Participating Underwriter at the address set forth in the Note Resolution or such other
address as is furnished in writing to the other parties referenced herein.
(c) To the Dissemination Agent at the address set forth on Exhibit A attached hereto.
Any person may, by written notice to the other persons listed above, designate
a different address or
telephone number(s) to which subsequent notices
or communications should be sent. .
Section 9. Electronic Transactions. Actions taken hereunder and the arrangement described
herein may be conducted and related documents may be stored by electronic means.
Section 10. Beneficiaries. These Disclosure Instructions shall inure solely to the benefit of the Issuer,
the Dissemination Agent, if any, the Participating Underwriter and Beneficial Owners from time to time of the
Notes, and shall create no rights in any other person
or entity.
Section 11. Severability. If any provision in these Disclosure Instructions, the Note Resolution or the
Notes relating hereto, shall be invalid, illegal
or unenforceable, the validity, legality and enforceability of the
remaining provisions shall not in any way be affected or impaired thereby.
. Section 12. Governing Law. These Disclosure Instructions shall be governed by and construed in
accordance with the laws
of the State of Kansas.
CITY OF SALINA, KANSAS
B-IO
EXCERPT OF MINUTES OF A MEETING
OF THE GOVERNING BODY OF
THE CITY OF SALINA, KANSAS
HELD ON APRIL 19,2010
The governing body met in regular session at the usual meeting place in the City, at 4:OO p.m., the
following members being present and participating, to-wit:
Luci M. Larson, Mayor and Aaron Peck, Samantha Angell, Norman Jennings and Tom Arpke,
Commissioners.
Absent: None.
The Mayor declared that a quorum was present and called the meeting to order.
**************
(Other Proceedings)
The Finance Director reported that pursuant to the Notice of Bond Sale heretofore duly given,
bids for the purchase of
$6,875,000 principal amount of General Obligation Internal Improvement and
Refunding Bonds, Series 20 1 O-A, dated May 1, 201 0, of the City had been received. A tabulation of said
bids is set forth as
EXHIBITA hereto.
Thereupon, the governing body reviewed and considered the bids and it was found and
determined that the bid
of Country Club Bank, Prairie Village, Kansas, was the best bid for the Bonds, a
copy of which is attached hereto as
EXHIBIT B.
Thereupon, there was presented an Ordinance entitled:
AN ORDINANCE AUTHORIZING AND PROVIDING FOR TEE ISSUANCE OF
$6,875,000 PRINCIPAL AMOUNT OF GENERAL OBLIGATION INTERNAL
OF SALINA, KANSAS; PROVIDING FOR THE LEVY AND COLLECTION OF
AN ANNUAL TAX FOR THE PURPOSE OF PAYING THE PRINCIPAL OF AND
INTEREST ON SAID BONDS AS THEY BECOME DUE; AUTHORIZING
CERTAIN OTHER DOCUMENTS AND ACTIONS IN CONNECTION
THEREWITH; AND MAKING CERTAIN COVENANTS WITH RESPECT
THERETO.
IMPROVEMENT
AND REFUNDING BONDS, SERIES 2010-A, OF THE CITY
Thereupon, Commissioner Peck moved that said Ordinance be passed. The motion was
seconded by Commissioner Arpke. Said Ordinance, having been approved by a first reading
on March
22,20 10, was duly read and considered, and upon being put, the motion for the passage of said Ordinance
was carned by the vote of the governing body, the vote being as follows:
Yea: Larson, Peck, Angell, Jennings and Arpke.
Nay: None.
Thereupon, the Mayor declared said Ordinance duly passed and the Ordinance was then duly
numbered Ordinance No.
10-10540, was signed and approved by the Mayor and attested by the Clerk and
was directed to be published one time in the official newspaper of the City.
Thereupon, there was presented a Resolution entitled:
A RESOLUTION PRESCRIBING THE FORM AND DETAILS OF AND
AUTHORIZING AND DIRECTING THE SALE AND DELIVERY OF $6,875,000
PRINCIPAL AMOUNT OF GENERAL OBLIGATION INTERNAL
JMPROVEMENT AND REFUNDING BONDS, SERIES 2010-4 OF THE CITY
OF SALINA, KANSAS, PREVIOUSLY AUTHORIZED BY ORDINANCE NO. 1O-
10540 OF THE ISSUER; MAKING CERTAIN COVENANTS AND
AGREEMENTS TO PROVIDE FOR THE PAYMENT AND SECURITY
THEREOF;
AND AUTHORIZING CERTAIN OTHER DOCUMENTS AND
ACTIONS CONNECTED THEREWITH.
Thereupon, Commissioner Peck moved that said Resolution be adopted. The motion was
seconded by Commissioner Arpke. Said Resolution was duly read and considered, and upon being put,
the motion for the adoption of said Resolution was carried by the vote of the governing body, the vote
being as follows:
Yea:
Larson, Peck, hgell, Jennings and Arpke.
Nay: None.
Thereupon, the Mayor declared said Resolution duly adopted and the Resolution was then duly
numbered Resolution No. 10-6726 and was signed by the Mayor and attested by the Clerk.
**************
(Other Proceedings)
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
2
On motion duly made, seconded and carried, the meeting thereupon adjourned.
\
CERTIFICATE JT:.,
that the foregoing Excerpt of Mmutes is a true and correct excerpt of the
governing body of the City of Salina, Kansas, held on the date stated therein, and that the
such proceedings are on file in my office.
>I '
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-' : 'Y 6 '* *.........*
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(Signature Page to Excerpt of Minutes)
EXHIBITA
BID TABULATION
A- 1
PARITY Result Screen Page 1 of 1
llll_-- c_
112:21:57 p.m. CDST f-- Upcoming Calendar 11 Overview C,ompare 11 Summaly I
Bid Results
Salina
$6,915,000 General Obligation Internal lmprovment
and Refunding Bonds, Series 201 0-A
The following bids were submitted using PAR/# and displayed ranked by lowest TIC.
Click on the name of each bidder to see the respective bids.
Bidder Name
Countrv Club Bank 2.941858
2.995067
2.996940
p[:;:;;:r~; Co.. Inc. 13 024921
E Wells Farqo Advisors 3.052794
3.083122
*Awarding the Bonds to a specific bidder will provide you with the Reoffering Prices and Yields.
0 1981-2002 i-Deal LLC. All rights reserved, Trademarks
https://www.newissuehonie.i-deal.com/Pari... 4/22/2010
EXHIBIT B
BID OF PURCHASER
B-1
Apr-19-2010 02:33pm From-
YAlu I Y Blct i-om
Country Club BanK - Prairie Villagm , r<s% Bid
Salina
$6,91Sn00$General Obligation Internal Irnprovment
and Refunding Bonds, Series 20104
of ISSIB to um date 01
4/19/2010 209 PM
ORDINANCE NO. 10-10540
OF
THE CITY OF SALINA, KANSAS
PASSED
APRIL 19,2010
$6,875,000
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
(PUBLISHED IN THE SALINA JOURNAL ON APRIL, 26,2010)
ORDINANCE NO. 10-10540
AN ORDINANCE AUTHORIZING AND PROVIDING FOR THE ISSUANCE OF
$6,875,000 PRINCIPAL AMOUNT OF GENERAL, OBLIGATION INTERNAL
OF SALINA, KANSAS; PROVIDING FOR THE LEVY AND COLLECTION OF
AN ANNUAL TAX FOR THE PURPOSE OF PAYING THE PRINCIPAL OF AND
INTEREST ON SAID BONDS AS THEY BECOME DUE; AUTHORIZING
CERTAIN OTHER DOCUMENTS
AND ACTIONS IN CONNECTION
THEREWITH; AND MAKING CERTAIN COVENANTS WITH RESPECT
THERETO.
IMPROVEMENT
AND REFUNDING BONDS, SERIES 2010-A, OF THE CITY
WHEREAS, the City is a city of the first class, duly created, organized and existing under the
Constitution and laws of the State; and
WHEREAS, pursuant to K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et seq., K.S.A. 12-2101 et seq.,
as amended, and other provisions of the laws of the State of Kansas applicable thereto, by proceedings
duly had, the governing body of the City has authorized the following improvements (the
“Improvements”) to be made in the City, to-wit:
Proiect Description Resolution No. Authoritv Amount
Landfill, Cell 5 Construction 09-6648 K.S.A. 12-2101 et seq. $1,600,000.00
Bicentennial Center Renovation 09-6653 K.S.A. 12-1736 et seq. 2,500,000.00
Fire Station #1 Renovation 09-6681. K.S.A. 12-1736 et seq. 1,787,000.00
Scoular Addition 09-2764 K.S.A. 12-6a01 et seq. 52,500.00
Stone Creek Addition 08-2714 K.S.A. 12-6aO1 et seq. 354.100.00
Total: $6,293,600.00
; and
WHEREAS, the governing body of the City is authonzed by law to issue general obligation
bonds of the City to pay the costs of the Improvements; and
WHEREAS, the City heretofore issued and has outstanding the Refunded Bonds and is
authorized by K.S.A. 10-427 et seq. to issue general obligation refunding bonds of the City for the
purpose of refunding the Refunded Bonds; and
WHEREAS, in order to achieve interest cost savings through early redemption of the Refunded
Bonds, and to provide an orderly plan of finance for the City, it has become desirable and in the best
interest of the City and its inhabitants to refund the Refunded Bonds; and
WHEREAS, the governing body of the City has advertxed the sale of the Bonds in accordance
with the law and at a meeting held in the City on April 19, 2010 this date, awarded the sale of such Bonds
to the best bidder.
NOW, THEREFORE, BE IT ORDAINED BY THE GOVERNING BODY OF THE CITY
OF SALINA, KANSAS, AS FOLLOWS:
Section 1. Defintions of Words and Terms. In addition to words and terms defined elsewhere
herein, the following words and terms in this Ordinance shall have the meanings hereinafter set forth.
Unless the context shall otherwise indicate, words importing the singular number shall include the plural
and vice versa, and words importing persons shall include firms, associations and corporations, including
public bodies, as well as
persons.
“Act” means the Constitution and statutes of the State including K.S.A. 10-101 to 10-125,
inclusive, K.S.A. 10-427 et seq., K.S.A. 10-620 et seq. and K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et
seq.,
K.S.A. 12-2101 et seq., all as amended and supplemented fiom time to time.
“Bond and Interest Fund” means the Bond and Interest Fund of the City for its general
obligation bonds.
“Bond Resolution” means the resolution to be adopted by the governing body of the City
prescribing the terms and details of the Bonds and making covenants with respect thereto.
“Bonds” means the City’s General Obligation Internal Improvement and Refunding Bonds,
Series 2010-A, in the aggregate principal amount of $6,875,000, and dated May 1, 2010, authorized by
this Ordinance.
“City” means the City of Salina, Kansas.
“Clerk” means the duly appointed and acting Clerk of the City or, in the Clerk’s absence, the
duly appointed Deputy Clerk or Acting Clerk.
“Improvements” means the improvements referred to in the preamble to this Ordinance and any
Substitute Improvements.
“Mayor” means the duly elected and acting Mayor or, in the Mayor’s absence, the duly
appointed andor elected Vice Mayor or Acting Mayor of the City.
“Ordinance” means this Ordinance authorizing the issuance of the Bonds.
“Refunded Bonds” means the Series 2002-A Bonds maturing in the years 2010 to 2013,
inclusive, in the aggregate principal amount of $820,000.
“Refunded Bonds Redemption Date” means May 15,201 0.
“Refunded Bonds Resolution” means the ordinance and the resolution which authorized the
Refunded Bonds.
“Series 2002-A Bonds” means the City’s General Obligation Water and Sewage System
Refunding Bonds, Series 2002-4 dated January 15,2002.
“State” means the State of Kansas.
“Substitute Improvements” means the substitute or additional improvements of the City
authorized in the manner set forth in the Bond Resolution.
2
Section 2. Authorization of the Bonds. There shall be issued and hereby are authorized and
directed to be issued the General Obligation Internal Improvement and Refunding Bonds, Series 2010-A,
of the City in the principal amount of $6,875,000, for the purpose of providing funds to: (a) pay the costs
of the Improvements;
(b) pay Costs of Issuance of the Bonds; (c) refund the Refunded Bonds; and (d)
retire interim financing issued to finance the Improvements.
Section 3. Security for the Bonds. The Bonds shall be general obligations of the City payable
as to both principal and interest in part from special assessments levied upon the property benefited by the
construction of the Improvements and, if not so paid, from ad valorem taxes which may be levied without
limitation as to rate or amount upon all the taxable tangible property, real and personal, within the
territorial limits of the City. The balance of the principal and interest on the Bonds is payable from ad
valorem taxes which may be levied without limitation as to rate or amount upon all the taxable tangible
property, real and personal, within the territorial limits of the City. The full faith, credit and resources of
the City are hereby irrevocably pledged for the prompt payment of the principal of and interest
on the
Bonds as the same become due.
Section 4. Terms, Details and Conditions of the Bonds. The Bonds shall be dated and bear
interest, shall mature and be payable at such times, shall be in such
forms, shall be subject to redemption
and payment prior to the maturity thereof, and shall be issued and delivered in the manner prescribed and
subject to the provisions, covenants and agreements set forth in the Bond Resolution hereafter adopted by
the governing body of the City.
Section 5. Levy and Collection of Annual Tax. The governing body of the City shall annually
make provision for the payment of principal of, premium, if any, and interest
on the Bonds as the same
become due by levying and collecting the necessary taxes and/or assessments upon all of the taxable
tangible property within the City in the manner provided by law.
The taxes and/or assessments above referred to shall be extended upon the tax rolls in each of the
several years, respectively, and shall be levied and collected at the same time and in the same manner as
the general ad valorem taxes of the City are levied and collected, shall be used solely for the payment of
the principal
of and intered on the Bonds as and when the same become due and the fees and expenses of
the Paying Agent. The proceeds derived from said taxes and/or assessments shall be deposited in the
Bond and Interest Fund.
If at any time said taxes and/or assessments are not collected in time to pay the principal of or
interest on the Bonds when due, the Treasurer is hereby authorized and directed to pay said principal or
interest out of the general funds of the City and to reimburse said general funds for money so expended
when said taxes and/or assessments are collected.
Section 6. Further Authority. The Mayor, Clerk and other City officials are hereby further
authorized and directed to execute any and all documents and take such actions as they may deem
necessary or advisable in order to cany out and perform the purposes of the Ordinance, and to make
alterations, changes or additions in the foregoing agreements, statements, instruments and other
documents herein approved, authorized and confirmed which they may approve, and the execution or
taking of such action shall be conclusive evidence of such necessity or advisability.
Section 7. Governing Law. This Ordinance and the Bonds shall be governed exclusively by
and construed in accordance with the applicable laws
of the State.
3
Section 8. Effective Date. This Ordinance shall take effect and be in full force from and after
its passage by the governing body of the City, approval by the Mayor and publication in the official City
newspaper.
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
4
i
(Signature Page to Bond Ordinance)
Publisher's Affidavit
I, Tiffaiw Modlin , bemg duly SWOrIl
declare that I ain thc
of 'I-I-IE SALINA JOURNAL, a daily newspaper
pciblisliccl at Salina, Saline County, Kansas, and of
gencral circulation ti1 said county, which newspaper
has been admitted to the inatls as second class mattcr in
said coLttitp, ,ind continuously and utiinterrupb.xily
published for five consecutivc years prior to first
publication of attaclicd notice, and that the
Ordinance 10-10540 Notice
lias Li(m coricxtly pitdished in the entire issues of said
newspaper otic ti iiie, publication being given in the
tssuc of April 26, 201 0
-, - --
day of &p,-' / AD 20 /c\
PI tntet's Fee 5663.00
f A NOTARY PUBLIC - Sate o~ mas I
Sectlon 7. Governing
Law. This Ordinance and the Bonds shall be gOV
erned exclusively by and construed in accordance
with the applicable laws 01
the State
Section 8 Effective
Date. This Ordinance
shall take eflect and be in
lull lorce lrom and aher its
pge by the governin ody ot the City. approv3
by the Mayor and ublea-
tion in the otlic& Cily
"'P"8% by the govern- !
ing body 01 the City on April 19. 2010 and AP- I
PROVED AND SIGNED 1 by the Mayor
M Luci Larson.
Mayor
(SEAL)
Al-rEST. Lieu Ann Elsev. CMC.
I
(Published m the
Salina JbUrM Aoril26.2010)
OROINANCE N'O.
10-10540
._ .__ .~
AN ORDINANCE
AUTHORIZING AND
PROVIDING FOR THE
IS-
SUANCE OF S6.875.000
- -. . . . - -
PRINCIPAL AkOUlsr OF
INTERNAL IMPROVE. MEN1 AND REFUNDING
GENERAL OeLicanoN
DOCUMENTS AND AC.
TIONS IN CONNECTION
THEREWITH AND MAK-
NANTS WITH RESPECT
THERETO.
ING CERTAIN COVE.
WHEREAS, the City IS a city ot the first class, duly
created, organized and existing under Ihe Consli-
lutlon and laws 01 the
Stale. and
WHEREAS, pursuant to K S A. 12-6a01 'dl seq ,
KSA 12-1736 el seq. K S A 12-2101 el seq , as
amended and other provl-
sions of 'the laws 01 the
Slate 01 Kansas applica ble thereto. by proceed
mgs duly had. the govern-
ing body 01 the City has
authorized the lollowing improvements (the Im
provements-) to be made
in the City. to-wit
project Descriotlon &solution No.
Authority
Landfill. Cell 5
Construction
Bmplbnt
09-6648
K S A 12-2101 et SW
51,600,000 00
Bicentennial Cenler
Renovation 09-6653
K S A 12-1736 else 2,5OO,O&l 00
Fire Station #1 Renova tion
09-6681
KSA 12-1736etseq
1.787.000 00
Scouhr Addition
09-2764 K SA 12-6a01 et SW
52.500 00
Slone Creek Addition
K SA. 12SaOt et seq
54.1 00.00 Total: &~.60~.~0
08-2714
. and WHEREAS, the govern-
ing body of the City is authorized by law to issue
general obligation bonds
ot the City to pay Ihe costs
of WHERE)AS. the Im rovemenls Ihe Citi and
heretotore ssued and has outstanding the Refunded
Bonds and is authorued by K S.A 10-427 et seq
to issue general obli alion refunding bonds oq the
City lor the purpose 01 re-
funding the Refunded
Bonds. and WHEREAS, in order to
achieve interest cost sav- ings through early re
demptlon 01 the Refunded
Bonds. and lo provide an
orderly plan ot finance tor the City, it has become
destrable and in the best interest of the City and its
inhabitants Refunded Bonds. to refund and the
WHEREAS, the ovem-
ing body 01 the dlny has
advertised the sale of the Bonds in accordance with
the law and at a meetin held in the City on Apr!
19 2010 this date
awkrded the sale 01 suci
Bonds to the best bidder NOW, THEREFORE. BE
_.._ ... GOVERNING BODY OF
THE PURPOSE OF PAY- THE CITY OF SALINA,
ING THE PRINCIPAL OF UNSAS, AS FOLLOWS.
AND INTERESTON SAID Section 1. Definitions
BONDS AS THEY BE. Of Words and Terms. In
COME DUE. AUTHORIZ-
IT ORDAINED ev THE
ING CERTXIN OTHER
addition to words and terms delined elsewhere
herein. the tollowing words and terms in this
Ordinance shall have the meanings hereinalter set
lorth Unless the context shall otherwise indicate.
words importing the smgu- tar number shall include
the plural and vice versa. and words imDortlno oer-
sons shall inilude ?irks. associations and corpora-
tions including public bod-
ies. ds well as natural
persons "Act" means the Consti-
tution and statutes ot the
State includlng K
S A
10-101 to 10-125. inch sive. K
S A 10.427 et
seq, K SA 10-620 et seq and K.SA 12-6a01
el seq , K SA 12-1736 et
seq, K SA 12-2101 et
seq , all as amended and
supplemented lrom time
toutime
Bond and Interest
Fund" means the Bond
and Interest Fund 01 Ihe
City lor its general obliga- tion bonds
"Bond Resolution" means the resolution to be
adopted by the governing body of the City prescrib-
ing the terms and details ot the Bands and making
covenanls wllh respecl
thereto
"Bonds" means the Ci-
ly's General Obligation In.
ternal Improvement and Rerunding Bonds. Series
2010-A
in Ihe aggregate
princip'al amount 01
$6,875,000, and dated May 1. 2010, authorized
b)! this Ordinance
City'' means the City 01
Saltna. Kansas.
"Clerk" means the duly
a poinled and actlng Cyet% 01 the City or, in the
Clerk's absence, the duly
appointed Deputy Clerk or
Acting Clerk. "ImDrovements" means
Ihe im rovements referred
to in It?, preamble to thls
OrdlMnCe and any Substi- tute Improvements
"Mayor" means the duty elected and acting Mayor
or, in the Mayor's ab sence. Ihe duly appointed
and/or elecled Vice Ma or or Acting Mayor 01 the
C%rdinance** means this
Ordinance authorlzing the issuance 01 the Bonds
"RBtunded Bonds" means the Series 2002-A
Bonds maturin in the
years 201 1 lo 2&3. inclu-
sive
in the ag re ate rin- clpai amount 3 d30,&0
"Relunded Bonds
Re- demption Date" means
Resolution" means Ihe ordinance and the resotu-
lion which authorized the
Refunded Bonds
"Series 2002-A Bonds"
means Ihe City's General
Obligation Water and
Sewage System Retund-
ing Bonds. Senes 2W2-A. dated January
15,2002
"State" means the Slate of Kansas
"Substitute Improve- ments" means the substi-
tute or addilional Improve. ments 01 the City author-
ized in the manner set lorth in the Bond Resolu-
tion.
Section 2. Authorizat-
Ion of the Bonds There shall be issued and
M? 15,2010. &funded Bonds
hereby are autnorized and directed to be issued Ihe
General Obligation Inlcr- nal lmprovemenl and Re-
lunding Bonds. Series 2010-A, ot the City m the
rinci al amount
of
6.87 ,000, tor the pur.
pose
of prowding lunds to
(a) pay the costs of the
Improvements (b) pay Costs 01 Issuince of the
Bonds c) retund the Re-
funded bonds. and (d) re-
tire interim linancing is sued to tinance the Im
provements. Sectton 3. Security lor
the Bonds. The Bonds shall be general obliga
lions ot the City ayable
as to both principayand m-
terest in part lrom speclal assessments levied upon
the properiy benelited by the construction 01 the Im-
provements and. it not so paid. trom ad valorem
taxes which may be levied without limitalion as to
8s
rale or amount upon all
the taxable langible prop-
erl real and personal, with the territorial limits
of the City The balance 01 the principal and inter-
est on the Bonds is pay
able lrom ad valorem
taxes which may be levied
without limitation as to
rate or amount upon all the taxable tangible prop-
ert real and personal witk the ternlorial limit;
of the City me full tailh
credlt and resources ot
the Cily are hereb irrevo- cably pledged yor the
prompt payment 01 the principal ot and interest on
the Bonds ag Ihe same
become due
Section 4 Terms, De- tails and Conditions of
the Bonds. The Bonds shall be dated and bear in-
terest shall mature and be paiabie at such times.
shall be in such torms shall be subject to re'
demption and paymenl prior to the maturity
thereol. and shall be is sued and delivered in the
manner prescribed and
sublect to the provisions.
covenants and agree ments set torth in the
Bond ResoluUon hereallei adopled by Ihe governing
body 01 the City Seclion 5. Levy and
Collection
ot Annual
Tax. The governing bod)
of the City shalt annually make provision tor Ihe
payment 01 principal 01 premium. 11 any. and inte;
est on the Bonds as the
same become due by
levying and collecting the
necessaw taxes and/ol
assessmints upon all oi
the taxable langible prop
erly within the City In the manner prowded by law
The taxes and/or assess ments above reterred IC
shall be extended upor the lax rolls in each 01 thc
several ears respec lively. and shali be leviec
and collected at the
samf time and in the same man
ner as the general ad va
lorem taxes ot the City arc
levied and collected shal be used solely lor thb pay
men1 01 the princi al o
and hteresl on the Eondr
as and when the same be
come due and the
leet
and expenses 01 the Pa ing Agent The pmcee&
derived trom said taxet andlor assessments shal
be deposited in the Bonc and Interest Fund
If at any time said taxer andlor assessments art
not collected in lime IC pay the pnncipal 01 or in
terest on the Bonds wher
due, Ihe Treasurer i!
hereb authorized and di rected to pay sald princl
pal or interest out 01 tht
general funds 01 the Cit)
and to reimburse saic general lunds lor mone)
so expended when sair taxes andlor assessment:
are collected
Section 6 Furthe-
Aulhorit The Mayor
Clerk and)'other City 0111
CialS are hereby lurthe authorized and directed ti
execute any and all docu ments and take such ac
lions as they may deen necessary or advisable ti
order to carry out and per torm the purposes
of thi
Ordinance. and to maki alleralions changes or ad
dltions in the foregoinc
agreements, statements
instruments and othe documents herein ap
proved, authorized an1 confirmed which they ma
approve. and the cxecu
tion or taking ot such ac
lion shall be concIusiv+ evidonce 01 such neces
sity or advisability
RESOLUTION NO. 10-6726
OF
THE CITY OF SALINA, KANSAS
ADOPTED
APRIL 19,2010
$6,875,000
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
TABLE OF CONTENTS
ARTICLE I DEFLNITIONS
Section 101 . Definitions ofwords and Terms ................................................................................... 1
ARTICLE II
AUTHORIZATION AND DETAILS OF THE BONDS
Section 201 .
Section 202 .
Section 203 .
Section 204 .
Section 205 .
Section 206 .
Section 207 .
Section 208 .
Section 209 .
Section 210 .
Section 211 .
Section 212 .
Section 213 .
Authorization of the Bonds ........................................................................................... 8
Description ofthe Bonds ............................................................................................... 9
Designation of Paying Agent and Bond Registrar
......................................................... 9
Method and Place of Payment ofthe Bonds
................................................................ 10
Payments Due
on Saturdays, Sundays and Holidays .................................................. 10
Registration, Transfer and Exchange of Bonds
........................................................... 10
Execution, Registration, Authentication and Delivery of Bonds
................................ 11
Mutilated, Lost, Stolen or Destroyed Bonds ............................................................... 12
Cancellation and Destruction of Bonds Upon Payment .............................................. 12
Book-Entry Bonds; Securities Depository .................................................................. 12
Nonpresentment of Bonds ........................................................................................... 14
Prelimin aj. and Final Official Statement .................................................................... 14
Sale ofthe Bonds ......................................................................................................... 14
ARTICLE IU
REDEMPTION OF BONDS
Section 301 .
Section 302 .
Section 303 .
Redemption by Issuer .................................................................................................. 15
Selection of Bonds to be Redeemed
............................................................................ 16
Notice and Effect of Call for Redemption ................................................................... 16
ARTICLE IV
SECURITY FOR BONDS
Section 401 .
Section 402 . Security for the Bonds ................................................................................................. 18
Levy and Collection of Annual Tax ............................................................................ 18
ARTICLE V
ESTABLISHMENT OF FUNDS AND ACCOUNTS DEPOSIT AND APPLICATION OF BOND
PROCEEDS
Section 501 .
Section 502 .
Section 503 .
Section 504 .
Section 505 .
Creation of Funds and Accounts ................................................................................. 19
Deposit of Bond Proceeds
........................................................................................... 19
Application of Moneys in the Improvement Fund ...................................................... 19
Substitution of Improvements; Reallocation of Proceeds
........................................... 19
Application of Moneys in the Redemption Fund
........................................................ 20
1
Section 506 .
Section 507 .
Section 508 .
Section 509 .
Section 601 .
Section 602 .
Section 603 .
Section 701 .
Section 801 .
Section 802 .
Section 901 .
Section 902 .
Section 1001 .
Section 1002 .
Section 1003 .
Section 1004 .
Section 1005 .
Section 1006 .
Section 1007 .
Section 1008 .
Section 1009 .
Application of Moneys in Debt Service Account ........................................................ 20
Application of Moneys in the Rebate Fund ................................................................. 20
Deposits and Investment of Moneys ............................................................................ 21
Redemption of Refunded Bonds ................................................................................. 21
ARTICLE VI
DEFAULT AND REMEDIES
Remedies ..................................................................................................................... 21
Limitation
on Rights of Owners .................................................................................. 22
Remedies Cumulative .................................................................................................. 22
ARTICLE VII
DEFEASANCE
Defeasance .................................................................................................................. -22
ARTICLE VIII
TAX COVENANTS
General Covenants ...................................................................................................... 23
Survival of Covenants
................................................................................................ -23
ARTICLE M
CONTINUING DISCLOSURE REQUIREMENTS
Disclosure Requirements ............................................................................................. 23
Failure to Comply with Continuing Disclosure Requirements
................................... 24
ARTICLE X
MISCELLANEOUS PROVISIONS
Annual Audit ............................................................................................................... 24
Amendments ................................................................................................................ 24
Notices, Consents and Other Instruments by Owners ................................................. 25
Notices
......................................................................................................................... 26
Electronic Transactions
............................................................................................... 26
Further Authority ......................................................................................................... 26
Severability .................................................................................................................. 26
Governing Law.
........................................................................................................... 26
Effective Date .............................................................................................................. 26
EXMBITA -FORM OF BONDS .............................................................................................................. A-1
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
..
11
RESOLUTION NO. 10-6726
A RESOLUTION PRESCRIBING THE FORM AND DETAILS OF AND
AUTHORIZING AND DIRECTING THE SALE AND DELIVERY OF $6,875,000
PRINCIPAL AMOUNT OF GENERAL OBLIGATION INTERNAL,
OF SALINA, KANSAS, PREVIOUSLY AUTHORIZED BY ORDINANCE NO. 10-
10540 OF THE ISSUER; MAKING CERTAIN COVENANTS AND
AGREEMENTS TO PROVIDE FOR THE PAYMENT AND SECURITY
THEREOF;
AND AUTHORIZING CERTAIN OTHER DOCUMENTS AND
ACTIONS CONNECTED THEREWITH.
IMPROVEMENT
AND REFUNDING BONDS, SERIES 2010-4 OF TBE CITY
WHEREAS, the Issuer has heretofore adopted the Ordinance authorizing the issuance of the
Bonds; and
WHEREAS, the Ordinance authorized the governing body of the Issuer to adopt a resolution
prescribing certain details and conditions and to make certain covenants with respect to the issuance of
the Bonds.
NOW, THEREFORE, BE
IT RESOLVED BY THE GOVERNING BODY OF THE CITY
OF SALINA, KANSAS, AS FOLLOWS:
ARTICLE I
DEFINITIONS
Section 101. In addition to words and terms defined
elsewhere herein, the following words and terms as used in this Bond Resolution shall have the meanings
hereinafter set
forth. Unless the context shall otherwise indicate, words importing the singular number
shall include the plural and vice versa, and words importing persons shall include firms, associations and
corporations, including public bodies, as well as natural persons.
Definitions of Words and Terms.
“Act” means the Constitution and statutes of the State including K.S.A. 10-101 to 10-125,
inclusive, K.S.A. 10427 et seq., K.S.A. 10-620 et seq. and K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et
seq., K.S.A. 12-2101 et
seq., as amended and supplemented from time to time.
“Authorized Denomination” means
$5,000 or any integral multiples thereof.
“Beneficial Owner” of the Bonds includes any Owner of the Bonds and any other Person who,
directly or indirectly has the investment power with respect to such Bonds.
“Bond and Interest Fund” means the Bond and Interest Fund of the Issuer for its general
obligation bonds.
“Bond Counsel” means the fm of Gilmore & Bell, P.C., or any other attorney or firm of
attorneys whose expertise in matters relating to the issuance of obligations by states and their political
subdivisions is nationally recognized and acceptable to the Issuer.
“Bond Payment Date” means any date on which principal of or interest on any Bond is payable.
“Bond Register” means the books for the registration, transfer and exchange of Bonds kept at the
ofice of the Bond Registrar.
“Bond Registrar” means the State Treasurer, and any successors and assigns.
“Bond Resolution” means this resolution relating to the Bonds.
“Bonds” means the General Obligation Internal Improvement and Refunding Bonds, Series
201 0-A, authorized and issued by the Issuer pursuant to the Ordinance and this Bond Resolution.
“Business Day” means a day other than a Saturday, Sunday or any day designated as a holiday
by the Congress of the United States or by the Legislature of the State and on which the Paying Agent is
scheduled in the normal course of its operations to be open to the public for conduct of its operations.
“Cede & Co.” means Cede & Co., as nominee of DTC and any successor nominee of DTC.
“City” means the City of Salina, Kansas.
“Clerk” means the duly appointed andor elected Clerk or, in the Clerk’s absence, the duly
appointed Deputy Clerk or Acting Clerk of the Issuer.
“Code” means the Internal Revenue Code of 1986, as amended, and the applicable regulations
promulgated thereunder by the United States Department
of the Treasury.
“Costs of Issuance” means all costs of issuing the Bonds, including but not limited to all
publication, printing, signing and mailing expenses in connection therewith, registration fees, financial
advisory fees, all legal fees and expenses of Bond Counsel and other legal counsel, expenses incurred in
connection with compliance with the Code, all expenses incurred in connection with receiving ratings on
the Bonds, and any premiums or expenses incurred in obtaining municipal bond insurance on the Bonds.
“Dated Date” means May 1 , 20 10.
“Debt Service Account” means the Debt Service Account for General Obligation Internal
Improvement and Refunding Bonds, Series 2010-A (within the Bond and Interest Fund) created pursuant
to Section 501 hereof.
“Debt Service Requirements” means the aggregate principal payments (whether at maturity or
pursuant to scheduled mandatory sinking fund redemption requirements) and interest payments on the
Bonds for the period of time for which calculated; provided, however, that for purposes of calculating
such amount, principal and interest shall be excluded from the determination of Debt Service
Requirements to the extent that such principal or interest
is payable from amounts deposited in trust,
escrowed or otherwise set aside for the payment thereof with the Paying Agent or other commercial bank
or trust company located in the State and having
full trust powers.
“Defaulted Interest” means interest on any Bond which is payable but not paid on any Interest
Payment Date.
“Defeasance Obligations” means any of the following obligations:
2
(a) United States Government Obligations that are not subject to redemption in advance of
their maturity dates; or
(b) evidences of ownership of proportionate interests in future interest and principal
payments on United States Government Obligations held by a bank or trust company as custodian, under
which the owner of the investment is the real party in interest and has the right to proceed directly and
individually against the obligor and the underlying United States Government Obligations are not
available to any person claiming through the custodian or to whom the custodian may be obligated; or
(c) obligations of any state or political subdivision of any state, the interest on which is
excluded from gross income for federal income tax purposes and which meet the following conditions:
(1) the obligations are (i) not subject to redemption prior to maturity or (ii) the
trustee for such obligations has been given irrevocable instructions concerning their calling and
redemption and the issuer of such obligations has covenanted not to redeem such obligations
other
than as set forth in such instructions;
(2) the obligations are secured by cash or United States Government Obligations that
may be applied only to principal of, premium, if any, and interest payments on such obligations;
(3) such cash and the principal of and interest on such United States Government
Obligations (plus any cash in the escrow fund) are sufficient to meet the liabilities of the
obligations;
(4) such cash and United States Government Obligations serving as security for the
obligations are held in an escrow fund by an escrow agent or a trustee irrevocably in trust;
(5) such cash and United States Government Obligations are not available to satisfy
any other claims, including those against the trustee or escrow agent; and
(6) the obligations are rated in the highest rating category by Moody’s (presently
“Aaa”) or Standard & Poor’s (presently “AAA”).
“Derivative” means any investment instrument whose market price is derived from the
fluctuating value of an underlying asset, index, currency, futures contract, including futures, options and
collateralized mortgage obligations.
“Disclosure Instructions” means the Continuing Disclosure Instructions dated as of the Issue
Date, attached to the Issuer’s Closing Certificate, relating to certain obligations contained in the SEC
Rule.
“DTC” means The Depository Trust Company, a limited-purpose trust company 0rganm.d under
the laws of the State of New York, and its successors and assigns, including any successor securities
depository duly appointed.
.
“DTC Representation Letter” means the Blanket Letter of Representation from the Issuer and the
Paying Agent to DTC which provides for a bookentry system, or any agreement between the Issuer and
Paying Agent and a successor securities depository duly appointed.
”Event of Default” means each of the following occurrences or events:
3
(a) Payment of the principal and of the redemption premium, if any, of any of the Bonds
shall not be made when the same shall become due and payable, either at Stated Maturity or by
proceedings for redemption or otherwise; or
(b) Payment of any installment of interest on any of the Bonds shall not be made when the
same shall become due; or
(c) The Issuer shall default in the due and punctual performance of any other of the
covenants, conditions, agreements and provisions contained in the Bonds or in this Bond Resolution
(other than the covenants relating to continuing disclosure requirements contained herein and in the
Disclosure Instructions) on the part of the Issuer to be performed, and such default shall continue for tlurty
(30) days after written notice specifjmg such default and requiring same to be remedied shall have been
given to the Issuer by the Owner of any of the Bonds then Outstanding.
“Federal Tax Certificate” means the Issuer’s Federal Tax Certificate dated as of the Issue Date,
as the same may be amended or supplemented in accordance with the provisions thereof.
“Financeable Costs” means the amount of expenditure for an Improvement which has been duly
authorized by action of the governing body of the Issuer to be financed by general obligation bonds, less:
(a) the amount of any temporary notes or general obligation bonds of the Issuer which are currently
Outstanding and available to pay such Financeable Costs; and (b) any amount of Financeable Costs which
has been previously paid by the Issuer or by any eligible source of funds unless such amounts are entitled
to be reimbursed to the Issuer under State or federal law.
“Fiscal Year’’ means the twelve month period ending on December 3 1.
“Funds and Accounts” means funds and accounts created pursuant to or referred to in Section
501 hereof
“Improvement Fund” means the Improvement Fund for General Obligation Internal
Improvement and Refunding Bonds, Series 201 0-A created pursuant to Section 501 hereof.
“Improvements” means the improvements referred to in the preamble to the Ordinance and any
Substitute Improvements.
“Interest Payment Date(s)” means the Stated Maturity of an installment of interest on any Bond
which shall be April 1 and October 1 of each year, commencing April 1,201 1.
”Issue Date” means the date when the Issuer delivers the Bonds to the Purchaser in exchange for
the Purchase Price.
“Issuer” means the City and any successors or assigns.
“Maturity” when used with respect to any Bond means the date on which the principal of such
Bond becomes due and payable as therein and herein provided, whether at the Stated Maturity thereof or
call for redemption or otherwise.
“Mayor” means the duly elected and acting Mayor, or in the Mayor’s absence, the duly
appointed andlor elected Vice Mayor or Acting Mayor of the Issuer.
4
“Moody’s’’ means Moody’s Investors Service, a corporation organized and existing under the laws
of the State
of Delaware, and its successors and assigns, and, if such corporation shall be dissolved or
liquidated or shall no longer perform the functions of a securities rating agency, “Moody’~’~ shall be deemed
to refer to any other nationally recognized securities rating agency designated by the Issuer.
“Notice Address” means with respect to the following entities:
(a) To the Issuer at:
300 West Ash
Salina,
Kansas 67402
Fax: (785)309-5738
(b) To the Paying Agent at:
State Treasurer of the State of Kansas
Landon
Office Building
900 Southwest Jackson, Suite 201
Topeka, Kansas 66612-1235
Fax: (785) 296-6976
(c) To the Purchaser:
Country Club Bank
9400 Mission Road
Prairie Village, Kansas 66206
Fax: 913-385-0105
(d) To the Rating Agency(ies):
Moody’s Municipal Rating Desk
7 World Trade Center
250 Greenwich Street
23rd Floor
New York, New York 10007
Standard & Poor’s, a division of
The McGraw-Hill Companies
55 Water Street, 38th Floor
New York, New York 10004
or such other address as is furnished in writing to the other parties referenced herein.
“Notice Representative” means:
(a) With respect to the Issuer, the Clerk.
(b) With respect to the Bond Registrar and Paying Agent, the Director of Bond Services.
(c) With respect to any Purchaser, the manager of its Municipal Bond Department.
5
(d) With respect to any Rating Agency, any Vice President thereof.
“Official Statement” means Issuer’s Official Statement, dated April 19, 2010, relating to the
Bonds.
“Ordinance” means Ordinance No. 10-10540 of the Issuer authorizing the issuance of the
Bonds, as amended from time to time.
“Outstanding” means, when used with reference to the Bonds, as of a particular. date of
determination, all Bonds theretofore authenticated and delivered, except the following Bonds:
(a) Bonds theretofore canceled by the Paying -Agent or delivered to the Paying Agent for
cancellation;
(b) Bonds deemed to be paid in accordance with the provisions of Section 701 hereof; and
(c)
delivered hereunder.
Bonds in exchange for or in lieu of which other Bonds have been authenticated and
“Owner” when used with respect to any Bond means the Person in whose name such Bond is
registered on the Bond Register. Whenever consent of the Owners is required pursuant to the terms of
this Bond Resolution, and the Owner of the Bonds, as set forth on the Bond Register, is Cede & Co., the
term Owner shall be deemed to be the Beneficial Owner of the Bonds.
“Participants” means those financial institutions for whom the Securities Depository effects
book-entry transfers and pledges of securities deposited with the Securities Depository, as such listing of
Participants exists at the time of such reference.
“Paying Agent” means the State Treasurer, and any successors and assigns.
“Permitted Investments” shd mean the investments hereinafler described, provided, however,
no moneys or funds shall be invested in a Derivative: (a) investments authorized by K.S.A. 12-1675 and
amendments thereto; (b) the municipal investment pool established pursuant to K.S.A. 12-1677aY and
amendments thereto; (c) direct obligations of the United States Government or any agency thereof; (d) the
Issuer’s temporary notes issued pursuant to K.S.A. 10-123 and amendments thereto; (e) interest-bearing
time deposits in commercial banks or trust companies located in the county or counties in which the
Issuer is located City which are insured by the Federal Deposit Insurance Corporation or collateralized by
securities described in (c); (f) obligations of the federal national mortgage association, federal home loan
banks or the federal home loan mortgage corporation; (g) repurchase agreements for securities described
in (c) or (f); (h) investment agreements or other obligations of a financial institution the obligations of
which at the time of investment are rated in either of the three highest rating categories by Moody’s or
Standard & Poor’s; (i) investments and shares or units of a money market fund or trust, the portfolio of
which is comprised entirely of securities described in (c) or (0; (j) receipts evidencing ownership interests
in securities or portions thereof described in (c) or (f); (k) municipal bonds or other obligations issued by
any municipality of the State as defined in K.S.A. 10-1101 which are general obligations of the
municipality issuing the same; or (1) bonds of any municipality of the State as defined in K.S.A. 10-1 101
which have been refunded in advance of their maturity and are fully secured as to payment of principal
and interest thereon by deposit in trust, under escrow agreement with a bank, of securities described in (c)
or (f), all as may be Mer restricted or modified by amendments to applicable State law.
6
“Person” means any natural person, corporahon, partnership, joint venture, association, firm,
joint-stock company, trust, unincorporated organization, or government or any agency or political
subdivision thereof or other public body.
“Purchase Price” means the principal amount of the Bonds plus accrued interest to the date of
delivery, plus a premium of $9 1,324.05, less an underwriting discount of $49,73 1.68.
“Purchaser” means Country Club Bank, Prairie Village, Kansas, the original purchaser of the
Bonds, and any successor and assigns.
“Rating Agency” means any company, agency or entity that provldes financial ratings for the
Bonds.
“Rebate Fund” means the Rebate Fund for General Obligation Internal Improvement and
Refunding Bonds, Series 201 0-A created pursuant to Section 502 hereof.
“Record Dates” for the interest payable on any Interest Payment Date means the fifteenth day
(whether
or not a Business Day) of the calendar month next preceding such Interest Payment Date.
“Redemption Date” when used with respect to any Bond to be redeemed means the date fixed
for the redemption of such Bond pursuant to the terms of this Bond Resolution.
“Redemption Fund” means the Redemption Fund for Refunded Bonds created pursuant to
Section 501 hereof.
“Redemption Price” when used with respect to any Bond to be redeemed means the price at
which such Bond is to be redeemed pursuant to the terms of this Bond Resolution, including the
applicable redemption premium, if any, but excluding installments of interest whose Stated Maturity is on
or before the Redemption Date.
“Refunded Bonds” means the Series 2002-A Bonds maturing in the years 2010 to 2013,
inclusive, in the aggregate pnncipal amount of $820,000.
“Refunded Bonds Paying Agent” means the paying agent for the Refimded Bonds as designated
in the Refunded Bonds Resolution, and any successor or successors at the time acting as paying agent for
the Refunded Bonds.
“Refunded Bonds Redemption Date” means May 15,2010 for the Series 2002-A Bonds.
“Refunded Bonds Resolution” means the ordinance and the resolution which authonzed the
Refunded Bonds.
“Replacement Bonds” means Bonds issued to the Beneficial Owners of the Bonds in accordance
with Section 210 hereof.
“SEC Rule” means Rule 15~2-12 adopted by the Securities and Exchange Commission under the
Securities Exchange Act of 1934, as may be amended from time to time.
“Securities Depository” means, initially, DTC, and its successors and assigns.
7
“Series 2002-A Bonds” means the Issuer’s General Obligation Water and Sewage System
Refunding Bonds Bonds, Series 2002-4 dated January 15,2002.
“Series 2002-A Principal and Interest Account” means the Principal and Interest Account for
the Series 2002-A Bonds.
“Special Record Date” means the date fixed by the Paying Agent pursuant to Section 204 hereof
for the payment of Defaulted Interest.
“Standard & Poor’s’’ means Standard & Poor’s Ratings Services, a Division of the McGraw-
Hill Companies, Inc., a corporation organized and existing under the laws of the State of New Yo& and its
successors and assigns, and, if such corporation shall be dissolved or liquidated or shall no longer perform
the functions of a securities rating agency, Standard & Poor’s shall be deemed to refer to any other
~tio~lly recognized securities rating agency designated by the Issuer.
“State” means the state of Kansas.
“State Treasurer” means the duly elected Treasurer or, in the Treasurer’s absence, the duly
appointed Deputy Treasurer or acting Treasurer of the State.
“Stated Maturity” when used with respect to any Bond or any installment of interest thereon
means the date specified in such Bond and this Bond Resolution as the fixed date on which the principal
of such Bond or such installment of interest is due and payable.
“Substitute Improvements” means the substitute or additional improvements of the Issuer
described in Section 504(a) hereof.
“Term Bonds” means the Bonds scheduled to mature in the year 2025.
“Treasurer” means the duly appointed andor elected Treasurer or, in the Treasurer’s absence,
the duly appointed Deputy Treasurer or acting Treasurer
of the Issuer.
“United States Government Obligations” means bonds, notes, certificates of indebtedness,
treasury bills or other securities constituting direct obligations of, or obligations the principal of and
interest on which are fully and unconditionally guaranteed as to 111 and timely payment by, the United
States
of America, including evidences of a direct ownership interest in future interest or principal
payment
on obligations issued by the United States of America (including the interest component of
obligations of the Resolution Funding Corporation), or securities which represent an undivided interest in
such obligations, which obligations are rated in the highest rating category by a nationally recognized
rating service and such obligations are held in a custodial account for the benefit
of the Issuer.
ARTICLE I1
AUTHORIZATION AND DETAILS OF THE BONDS
Section 201. Authorization
of the Bonds. The Bonds have been heretofore authorized and
directed
to be issued pursuant to the Ordinance in the principal amount of $6,875,000, for the purpose of
providing a portion of the funds to: (a) refund the Refunded Bonds; (b) pay a portion of the costs of the
Improvements and (c) pay Costs of Issuance.
8
Section 202. Description of the Bonds. The Bonds shall consist of fully registered bonds in
an Authorized Denomination, and shall be numbered in such manner as the Bond Registrar shall
determine. All of the Bonds shall be dated as of the Dated Date, shall become due in the amounts, on the
Stated Maturities, subject to redemption and payment prior to their Stated Maturities
as provided in
Article 111 hereof, and shall bear interest at the rates per annum as follows:
SERIAL BONDS
Stated Maturity
October 1
201 1
2012
2013
2014
2015
2016
Principal
Amount
$775,000
865,000
880,000
695,000
285,000
290,000
Annual Rate Stated Maturity Principal Annual Rate
of Interest October 1 Amount of Interest
2.000% 201 7 $300,000 2.600%
2.000% 201 8 3 10,000 2.850%
2.000% . 2019 320,000 3.000%
2.000% 2020 330,000 3.150%
2.000% 202 1 340,000 3.300%
2.300% 2022 350,000 3.400%
TERM BONDS
Stated Maturity Principal Annual Rate
October 1 Amount of Interest
2025 $1,135,000
. 3.875%
The Bonds shall bear interest at the above specified rates (computed on the basis of a 360-day
year of twelve 30-day months) from the later of the Dated Date or the most recent Interest Payment Date
to which interest has been paid
on the Interest Payment Dates in the manner set forth in Section 204
hereof.
Each of the Bonds, as originally issued or issued upon transfer, exchange or substitution, shalI be
printed in accordance with the format required by the Attorney General of the State and shall be
substantially in the form attached hereto as EXUBITA or as may be required by the Attorney General
pursknt to the Notice of Systems of Registration for Kansas Municipal Bonds, 2 Kan. Reg. 921 (1983),
in accordance with the Kansas Bond Registration Law, K.S.A. 10-620 et seq.
Section203. Designation of Paying Agent and Bond Registrar. The State Treasurer is
hereby designated as the Paying Agent for the payment of principal of and interest on the Bonds and Bond
Registrar with respect to the registration, transfer and exchange of Bonds. The Mayor of the Issuer is
hereby authorized and empowered to execute on behalf of the Issuer an agreement with the Bond
Registrar and Paying Agent for the Bonds.
The Issuer will at all times maintain a Paying Agent and Bond Registrar meeting the
qualifications herein described for the performance of the duties hereunder. The Issuer reserves the right
to appoint a successor Paying Agent or Bond Registrar by (a) filing with the Paying Agent or Bond
Registrar then pedorming such function a certified copy
of the proceedings giving notice of the
termination of such Paying Agent or Bond Registrar and appointing a successor, and (b) causing notice of
appointment of the successor Paying Agent and Bond Registrar to be given by
first class mail to each
Owner.
No resignation or removal of the Paying Agent or Bond Registrar shall become effective until a
successor has been appointed and
has accepted the duties of Paying Agent or Bond Registrar. Every
Paying Agent or Bond Registrar appointed hereunder shall at all times meet the requirements of K.S.A.
10-501 et seq. and K.S.A. 10-620 et seq., respectively.
9
Section 204. Method and Place of Payment of the Bonds. The principal of, or Redemption
Price, and interest on the Bonds shall be payable in any coin or currency which, on the respective dates of
payment thereof, is legal tender for the payment of public and private debts.
The principal or Redemption Price of each Bond
shall be paid at Maturity to the Person in whose
name such Bond is registered on the Bond Register at the Maturity thereof, upon presentation and
surrender of such Bond at the principal office of the Paying Agent.
The interest payable on each Bond on any Interest Payment Date shall be paid to the Owner of
such Bond as shown on the Bond Register at the close of business on the Record Date for such interest (a)
by check or
draft mailed by the Paying Agent to the address of such Owner shown on the Bond Register
or at such other address as is furnished to the Paying Agent in writing by such Owner; or (b) in the case of
an interest payment to Cede & Co. or any Owner of $500,000 or more in aggregate principal amount of
Bonds, by electronic transfer to such Owner upon written notice given to the Bond Registrar by such
Owner, not less than 15 days prior to the Record Date for such interest, containing the electronic transfer
instructions including the bank ABA routing number and account number to which such Owner wishes to
have such transfer directed.
Notwithstanding the foregoing provisions of this Section, any Defaulted Interest with respect to
any Bond shall cease to be payable to the Owner of such Bond on the relevant Record Date and shall be
payable to the Owner in whose name such Bond is registered at the close of business
on the Special
Record Date for the payment of such Defaulted Interest, which Special Record Date shall be fmed as
hereinafter specified in this paragraph. The Issuer shall not@ the Paying Agent in writing of the amount
of Defaulted Interest proposed to be paid on each Bond and the date of the proposed payment (which date
shall be at least 30 days after receipt of such notice by the Paying Agent) and shall deposit with the
Paying Agent at the time of such notice an amount of money equal to the aggregate amount proposed to
be paid in respect of such Defaulted Interest or shall make arrangements satisfactory to the Paying Agent
for such deposit prior to the date of the proposed payment. Following receipt of such funds the Paying
Agent shall fix a Special Record Date for the payment of such Defaulted Interest which shall be not more
than 15 nor less than 10 days prior to the date of the proposed payment. The Paying Agent shall promptly
notify the Issuer of such Special Record Date and, in the name and at the expense of the Issuer, shall
cause notice
of the proposed payment of such Defaulted Interest and the Special Record Date therefore to
be mailed, by first class mail, postage prepaid, to each Owner of a Bond entitled to such notice at the
address of such Owner as it appears on the Bond Register not less than 10 days prior to such Special
Record Date.
,
The Paying Agent shall keep a record of payment of principal and Redemption Price of and
interest on all Bonds and at least annually shall forward a copy or summary of such records to the Issuer.
Section 205. Payments Due on Saturdays, Sundays and Holidays. In any case where a
Bond Payment Date is not a Business Day, then payment of principal, Redemption Price or interest need
not be made on such Bond Payment Date but may be made on the next succeeding Business Day with the
same force and effect as if made on such Bond Payment Date, and no interest shall accrue for the period
after such Bond Payment Date.
Section 206. Registration, 'kansfer and Exchange of Bonds. The Issuer covenants that, as
long as any of the Bonds remain Outstanding, it will cause the Bond Register to be kept at the office of
the Bond Registrar as herein provided. Each Bond when issued
shall be registered in the name of the
Owner thereof
on the Bond Register.
10
Bonds may be transferred and exchanged only on the Bond Register as provided in this Section.
Upon surrender of any Bond at the principal office of the Bond Registrar, the Bond Registrar shall
transfer or exchange such Bond for a new Bond or Bonds in any Authorized Denomination of the Same
Stated Maturity and in the Same aggregate principal amount as the Bond that was presented for transfer or
exchange.
Bonds presented for transfer or exchange shall be accompanied by a written instrument or
instruments of transfer or authorization for exchange, in a form and with guarantee of signature
satisfactory to the Bond Registrar, duly executed by the Owner thereof or by the Owner’s duly authorized
agent.
In all cases in which the privilege of transferring or exchanging Bonds is exercised, the Bond
Registrar shall authenticate and deliver Bonds in accordance,with the provisions of this Bond Resolution.
The Issuer shall pay the fees and expenses of the Bond Registrar for the registration, transfer and
exchange
of Bonds provided for by this Bond Resolution and the cost of printing a reasonable supply of
registered bond blanks. Any additional costs or fees that might be incurred in the secondary market, other
than fees of the Bond Registrar, are the responsibility of the Owners of the Bonds.
In the event any
Owner fails to provide a correct taxpayer identification number to the Paying Agent, the Paying Agent
may make a charge against such Owner sufficient to pay any governmental charge required to be paid as a
result of such failure. In compliance with Code 6 3406, such imount may be deducted by the Paying
Agent from amounts otherwise payable to such Owner hereunder or under the Bonds.
The Issuer and the Bond Registrar shall not be required (a) to register the transfer or exchange of
any Bond that has been called for redemption after notice of such redemption has been mailed by the
Paying Agent pursuant to Section 303 hereof and during the period of 15 days next preceding the date of
mailing of such notice of redemption; or
(b) to register the transfer or exchange of any Bond during a
period beginning at the opening of business on the day after receiving written notice from the Issuer of its
intent to pay Defaulted Interest and ending at the close of business on the date fixed for the payment of
Defaulted Interest pursuant to Section 204 hereof.
The Issuer and the Paying Agent may deem and treat the Person in whose name any Bond is
registered
on the Bond Register as the absolute Owner of such Bond, whether such Bond is overdue or
not, for the purpose
of receiving payment of, or on account of, the principal or Redemption Price of and
interest on said Bond and for all other purposes. All payments so made to any such Owner or upon the
Owner’s order
shall be valid and effective to satisfy and discharge the liability upon such Bond to the
extent of the
sum or sums so paid, and neither the Issuer nor the Paying Agent shall be affected by any
notice to the contrary.
At reasonable times and under reasonable regulations established by the Bond Registrar, the Bond
Register may be inspected and copied by the Owners (or a designated representative thereof) of 10% or
more in principal amount of the Bonds then Outstanding or any designated representative of such Owners
whose authority is evidenced to the satisfaction of the Bond Registrar.
Section 207. Execution, Registration, Authentication and Delivery of Bonds. Each of the
Bonds, including any Bonds issued in exchange or as substitutions for the Bonds initially delivered, shall
be executed for and on behalf of the Issuer by the manual or facsimile signature of the Mayor, attested by
the manual or facsimile signature of the Clerk and the seal of the Issuer shall be affixed thereto or
imprinted thereon. The Mayor and Clerk are hereby authorized and directed to prepare and execute the
Bonds in the manner herein specified, and to cause the Bonds to be registered in the office of the Clerk,
which registration shall be evidenced by the manual or facsimile signature of the Clerk with the seal of
the Issuer affixed thereto or imprinted thereon. The Bonds shall also be registered in the office of the
11
State Treasurer, which registration shall be evidenced by the manual or facsimile signature of the State
Treasurer with the seal
of the State Treasurer a&ed thereto or imprinted thereon. In case any officer
whose signature appears on any Bonds ceases to be such officer before the delivery of such Bonds, such
signature shall nevertheless be valid and sufficient for all purposes, as if such person had remained in
office until delivery. Any Bond may be signed by such persons who at the actual time of the execution of
such Bond are the proper officers to sign such Bond although at the date
of such Bond such persons may
not have been such officers.
The Mayor and Clerk are hereby authorized and directed to prepare and execute the Bonds as
herein specified, and when duly executed, to deliver the Bonds to the Bond Registrar for authentication.
The Bonds shall have endorsed thereon a certificate of authentication substantially in the form
attached hereto as EXHZBITA hereof, which shall be manually executed by an authorized officer or
employee of the Bond Registrar, but it shall not be necessary that the same officer or employee sign the
certificate
of authentication on all of the Bonds that may be issued hereunder at any one time. No Bond
shall be entitled to any security or benefit under this Bond Resolution or be valid or obligatory for any
purpose unless and until such certificate of authentication has been duly executed by the Bond Registrar.
Such executed certificate of authentication upon any Bond shall be conclusive evidence that such Bond
has been duly authenticated and delivered under this Bond Resolution. Upon authentication, the Bond
Registrar shall deliver the Bonds to the Purchaser upon instructions of the Issuer or its representative.
Section 208. Mutilated, Lost, Stolen or Destroyed Bonds. If (a) any mutilated Bond is
surrendered to the Bond Registrar or the Bond Registrar receives evidence to its satisfaction of the
destruction, loss or theft of any Bond, and (b) there is delivered to the Issuer and the Bond Registrar such
security or indemnity
as may be required by each of them, then, in the absence of notice to the Issuer or
the Bond Registrar that such Bond has been acquired by a bona fide purchaser, the Issuer shall execute
and, upon the Issuer’s request, the Bond Registrar shall authenticate and deliver, in exchange for
or in lieu
of any such mutilated, destroyed, lost or stolen Bond, a new Bond of the same Stated Maturity and of like .
tenor and principal amount.
If any such mutilated, destroyed, lost or stolen Bond has become or is about to become due and
payable, the Issuer, in its discretion, may pay such Bond instead of issuing a new Bond.
Upon the issuance of any new Bond under this Section, the Issuer and the Paying Agent may
require the payment by the Owner of a sum sufficient to cover any tax or other governmental charge that
may be imposed in relation thereto and any other expenses (including the fees and expenses of the Paying
Agent) connected therewith.
Every new Bond issued pursuant
to this Section shall constitute a replacement of the prior
obligation of the Issuer, and shall be entitled to all the benefits of this Bond Resolution equally and
ratably with all other Outstanding Bonds.
Section 209. Cancellation and Destruction of Bonds Upon Payment. All Bonds that have
been paid or redeemed or that otherwise have been surrendered to the Paying Agent, either at or before
Maturity, shall be cancelled by the Paying Agent immediately upon the payment, redemption and
surrender thereof to the Paying Agent and subsequently destroyed in accordance with the customary
practices of the Paying Agent. The Paying Agent shall execute a certificate in duplicate describing the
Bonds
so cancelled and destroyed and shall file an executed counterpart of such certificate with the Issuer.
Section 210. Book-Entry Bonds; Securities Depository. The Issuer and Paying Agent have
entered into a
DTC Representation Letter with DTC. The Bonds shall initially be registered to Cede &
12
Co., the nominee for the Securities Depository, and no Beneficial Owner will receive certificates
representing their respective interests in the Bonds, except in the event the Bond Registrar issues
Replacement Bonds as provided in this Section. It is anticipated that during the term of the Bonds, the
Securities Depository will make book-entry transfers among its Participants and receive and transmit
payment of principal of, premium, if any, and interest on, the Bonds to the Participants until and unless
the Bond Registrar authenticates and delivers Replacement Bonds to the Beneficial Owners as described
in the following paragraph,
The Issuer may decide, subject to the requirements of the Operational Arrangements of DTC (or a
successor Securities Depository), and the following provisions of this section to discontinue use of the
system of book-entry transfers through DTC (or a successor Securities Depository):
(a) If the Issuer determines (1) that the Securities Depository is unable to properly discharge
its responsibilities, or (2) that the Securities Depository is no longer qualified to act as a securities
depository and registered clearing agency under the Securities and Exchange Act of 1934, as amended, or
(3) that the continuation of a book-entry system to the exclusion of any Bonds being issued to any Owner
other than Cede & Co. is no longer in the best interests of the Beneficial Owners of the Bonds; or
(b) if the Bond Registrar receives written notice fiom Participants having interests in not less
than
50% of the Bonds Outstanding, as shown on the records of the Securities Depository (and certified to
such effect by the Securities Depository), that the continuation of a book-entry system to the exclusion of
any Bonds being issued to any Owner other than Cede & Co. is no longer in the best interests of the
Beneficial Owners ofthe Bonds, then the Bond Registrar shall notify the Owners of such determination or
such notice and of the availability
of certificates to Owners requesting the same, and the Bond Registrar
shall register in the name of and authenticate and deliver Replacement Bonds to the Beneficial Owners or
their nominees
in principal amounts representing the interest of each, making such adjustments as it may
find necessary or appropriate as to accrued interest and previous calls for redemption; provided, that in
the case of a determination under (a)(l) or (a)(2) of
this paragraph, the Issuer, with the consent of the
Bond Registrar, may select a successor securities depository in accordance with the following paragraph
to effect book-entry transfers.
In such event, all references to the Securities Depository herein shall relate to the period of time
when the Securities Depository has possession of at least one Bond. Upon the issuance
of Replacement
Bonds, all references herein to obligations imposed upon or to be performed by the Securities Depository
shall be deemed to be imposed upon and performed by the Bond Registrar, to the extent applicable with
respect to such Replacement
Bonds. If the Securities Depository resigns and the Issuer, the Bond
Registrar or Owners
are unable to locate a qualified successor of the Securities Depository in accordance
with the following paragraph, then the Bond Registrar shall authenticate and cause delivery of
Replacement Bonds to Owners, as provided herein. The Bond Registrar may rely on information from
the Securities Depository and its Participants as to the names of the Beneficial Owners of the Bonds. The
cost of printing, registration, authentication, and delivery of Replacement Bonds shall be paid for by
the Issuer.
In the event the Securities Depository resigns, is unable to properly discharge its responsibilities,
or is
no longer qualified to act as a securities depository and registered clearing agency under the
Securities and Exchange Act of 1934, as amended, the Issuer may appoint a successor Securifies
Depository provided the Bond Registrar receives written evidence satisfactory to the Bond Registrar with
respect to the ability of the successor Securities Depository to discharge its responsibilities. Any such
successor Securities Depository shall be a securities depository which is a registered clearing agency
under the Securities and Exchange Act of 1934, as amended, or other applicable statute or regulation that
operates a securities depository upon reasonable and customary terms. The Bond Registrar upon its
13
receipt of a Bond or Bonds for cancellation shall cause the delivery of Bonds to the successor Securities
Depository in an Authorized Denominations and form as provided herein.
Section 211. Nonpresentment of Bonds. If any Bond is not presented for payment when the
principal thereof becomes due at Maturity, if funds sufficient to pay such Bond have been made available
to the Paying Agent all liability of the Issuer to the Owner thereof for the payment of such Bond shall
forthwith cease, determine and be completely discharged, and thereupon it shall be the duty of the Paying
Agent to hold such funds, without liability for interest thereon, for the benefit of the Owner of such Bond,
who shall thereafter be restricted exclusively to such funds for any claim of whatever nature
on his part
under this Bond Resolution or on, or with respect to, said Bond. If any Bond is not presented for payment
within four (4) years following the date when such Bond becomes due at Maturity, the Paying Agent shall
repay, without liability for interest thereon, to the Issuer the funds theretofore held by it for payment of
such Bond, and such Bond shall, subject to the defense of any applicable statute of limitation, thereafter
be an unsecured obligation of the Issuer, and the Owner thereof shall be entitled to look only to the Issuer
for payment, and then only to the extent of the amount
so repaid to it by the Paying Agent, and the Issuer
shall not be liable for any interest thereon and shall not be regarded as a trustee of such money.
Section 212. Preliminary and Final Official Statement. For the purpose of enabling the
Purchaser to comply with the requirements of Rule 15c2-12@)(1) of the Securities and Exchange
Commission, the Issuer hereby deems the information regarding the Issuer contained in the Preliminary
Official Statement to be “final” as of its date, except for the omission of such information as is permitted
by Rule 15c2- 12(b)( 1 ), and the appropriate officers of the Issuer are hereby authorized, if requested, to
provide the Purchaser a letter or certification to such effect and to take such other actions or execute such
other documents as such officers in their reasonable judgment deem necessary to enable the Purchaser to
comply with the requirement of such Rule.
The Official Statement is hereby authorized to be prepared by supplementing, amending and
completing the Preliminary Offcial Statement, with such changes and additions thereto as are necessary
to conform to and describe the transaction. The Mayor or chief financial officer of the Issuer are hereby
authorized to execute the Official Statement
as so supplemented, amended and completed, and the use and
public distribution of the Official Statement by the Purchaser in connection with the reoffering of the
Bonds is hereby authorized. The proper officials of the Issuer are hereby authorized to execute and
deliver a certificate pertaining to such Official Statement as prescribed therein, dated as of the Issue Date.
1
The Issuer agrees to provide to the Purchaser within seven business days of the date of the sale of
Bonds sufficient copies of the Official Statement to enable the Purchaser to comply. with the requirements
of Rule 15c2-12(3) and (4) of the Securities and Exchange Commission and with the requirements of
Rule G-32 of the Municipal Securities Rulemaking Board.
Section 213. Sale of the Bonds. The sale of the Bonds to the Purchaser is hereby ratified and
confirmed. The Mayor and Clerk are hereby authorized to execute the official bid form submitted by the
Purchaser. Delivery of the Bonds shall be made to the Purchaser on the Issue Date (which shall be as
soon as practicable after the adoption of this Bond Resolution), upon payment of the Purchase Price.
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ARTICLE III
REDEMPTION OF BONDS
Section 301. Redemption by Issuer.
Optional Redemption. At the option of the Issuer, Bonds or portions thereof maturing on October
1, 2019 and thereafter, may be called for redemption and payment prior to their Stated Maturity on
October 1, 2018, and thereafter as a whole or in part (selection of maturities and the amount of Bonds of
each maturity to be redeemed to be determined by the Issuer in such equitable manner as it may
determine) at any time, at the Redemption Price of 100% (expressed as a percentage of the principal
amount), plus accrued interest thereon to the Redemption Date.
Mandatory Redemption. The Term Bonds shall be subject to mandatory redemption and
payment prior to Stated Maturity pursuant to the mandatory redemption requirements of
this Section at a
Redemption Price equal to 100% of the principal amount thereof plus accrued interest to the Redemption
Date. The taxes levied in
Article ZV hereof which are to be deposited into the Debt Service Account shall
be sufficient to redeem, and the Issuer shall redeem on October 1 in each year, the following principal
amounts of such Term Bonds:
Principal
Amount
$365,000
380,000
390,000
Year
2023 -
2024
2025*
*Final Maturity
At its option, to be exercised on or before the 45th day next preceding any mandatory
Redemption Date, the Issuer may: (1) deliver to the Paying Agent for cancellation Term Bonds subject to
mandatory redemption
on said mandatory Redemption Date, in any aggregate principal amount desired;
or (2) furnish the Paying Agent funds, together with appropriate instructions, for the purpose of
purchasing any Term Bonds subject to mandatory redemption
on said mandatory Redemption Date fiom
any Owner thereof whereupon the Paying Agent shall expend such funds for such purpose to such extent
as may be practical; or
(3) receive a credit with respect to the mandatory redemption obligation of the
Issuer under this Section for any Term Bonds subject to mandatory redemption on said mandatory
Redemption Date which, prior to such date, have been redeemed (other than through the operation'of the
mandatory redemption requirements of this subsection) and cancelled by the Paying Agent and not
theretofore applied as a credit against any redemption obligation under this subsection. Each Term Bond
so delivered or previously purchased or redeemed shall be credited at 100% of the principal amount
thereof
on the obligation of the Issuer to redeem Term Bonds of the same Stated Maturity on such
mandatory Redemption Date, and any excess of such amount shall be credited on future mandatory
redemption obligations for Term Bonds of the same Stated Maturity as designated by the Issuer, and the
principal amount of Term Bonds to be redeemed by operation of the requirements of this Section shall be
accordingly reduced.
If the Issuer intends to exercise &y option granted by the provisions of clauses (I),
(2) or (3) above, the Issuer will, on or before the 45th day next preceding each mandatory Redemption
Date, fhish the Paying Agent a written certificate indicating to what extent the provisions of said clauses
(l), (2) and (3) are to be complied with, with respect to such mandatory redemption payment.
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Section 302. Selection of Bonds to be Redeemed.
(a) In the event the Issuer desires to call the Bonds for redemption prior to maturity, written
notice of such intent shall be provided to the Bond Registrar in accordance with K.S.A. 10-129, as
amended, not less than 45 days prior to the Redemption Date. The Bond Registrar shall call Bonds for
redemption and payment and shall give notice of such'redemption as herein provided upon receipt by the
Bond Registrar at least 45 days prior to the Redemption Date of written instructions of the Issuer
specifjmg the principal amount, Stated Maturities, Redemption Date and Redemption Prices of the Bonds
to be called for redemption. If the Bonds are refunded more than
90 days in advance of such Redemption
Date, any escrow agreement entered into by the Issuer in connection with such refunding shall provide
that such written instructions to the Paying Agent shall be given by the escrow agent on behalf of the
Issuer not more than 90 days prior to the Redemption Date. The Paying Agent may in its discretion waive
such notice period
so long as the notice requirements set forth in Section 303 are met. The foregoing
provisions of this paragraph shall not apply in the case of any mandatory redemption of Term Bonds
hereunder, and Term Bonds shall be called by the Paying Agent for redemption pursuant to such
mandatory redemption requirements without the necessity of any action by the Issuer and whether or not
the Paying Agent holds moneys available and sufficient to effect the required redemption.
(b) Bonds shall be redeemed only in an Authorized Denomination. When less than all of the
Bonds are to be redeemed and paid prior to their Stated Maturity, such Bonds shall be redeemed in such
manner
as the Issuer shall determine. Bonds of less than a full Stated Maturity shall be selected by the
Bond Registrar in a minimum Authorized Denomination of principal amount in such equitable manner as
the Bond Registrar may determine.
(c) In the case of a partial redemption of Bonds by lot when Bonds of denominations greater
than a minimum Authorized Denomination are then Outstanding, then for all purposes in connection with
such redemption a minimum Authorized Denomination of face value shall be treated as though it were a
separate Bond of the denomination of a minimum Authorized Denomination. If it is determined that one
or more, but not all, of a minimum Authorized Denomination of face value represented by any Bond is
selected for redemption, then upon notice of intention to redeem a minimum Authorized Denomination,
the Owner or the Owner's duly authorized agent shall forthwith present and surrender such Bond to the
Bond Registrar: (1) for payment of the Redemption Price and interest to the Redemption Date
of a
minimum Authorized Denomination of face value called for redemption, and (2) for exchange, without
charge to the Owner thereof, for
a new Bond or Bonds of the aggregate principal amount of the
unredeemed portion of the principal amount of such Bond. If the Owner of any such Bond fails to present
such Bond to the Paying Agent for payment and exchange as aforesaid, such Bond shall, nevertheless,
become due and payable on the redemption date to the extent of a minimum Authorized Denomination of
face value called for redemption (and to that extent only).
Section303. Notice and Effect of Call for Redemption. Unless waived by any Owner of
Bonds to be redeemed, if the Issuer shall call any Bonds for redemption and payment prior to the Stated.
Maturity thereof, the Issuer shall give written notice of its intention to call and pay said Bonds to the State
Treasurer, the Bond Registrar and the Purchaser.
In addition, the Issuer shall cause the Bond Registrar to
give written notice of redemption to the Owners of said Bonds. Each of said written notices shall be
deposited in the United States first class mail not less than 30 days prior to the Redemption Date.
All official notices of redemption shall be dated and shall contain the following information:
(a) the Redemption Date;
(b) the Redemption price;
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(c) if less than all Outstanding Bonds are to be redeemed, the identification (and, in the case
of partial redemption of any Bonds, the respective principal amounts) of the Bonds to be redeemed;
(d) a statement that on the Redemption Date the Redemption Price will become due and
payable upon each such Bond or portion thereof called for redemption and that interest thereon shall cease
to accrue from and after the Redemption Date; and
(e) the place where such Bonds are to be surrendered for payment of the Redemption Price,
which shall be the principal office of the Paying Agent.
The failure of any Owner to receive notice given as heretofore provided or an immaterial defect
therein shall not invalidate any redemption.
Prior to any Redemption Date, the Issuer shall deposit with the Paying Agent an amount of
money sufficient to pay the Redemption Price of all the Bonds or portions of Bonds that are to be
redeemed
on such Redemption Date.
For
so long as the Securities Depository is effecting bookentry transfers of the Bonds, the Bond
Registrar shall provide the notices specified in this Section to the Securities Depository. It is expected
that the Securities Depository shall, in
tum, notify its Participants and that the Participants, in turn, will
notify or cause to be notified the Beneficial Owners. Any failure
on the part of the Securities Depository
or a Participant, or failure on the part of a nominee of a Beneficial Owner of a Bond (having been mailed
notice from the Bond Registrar, the Securities Depository, a Participant or otherwise) to notify the
Beneficial Owner of the Bond so affected, shall not affect the validity of the redemption of such Bond.
Official notice of redemption having been given as aforesaid, the Bonds or portions of Bonds to
be redeemed shall become due and payable on the Redemption Date, at the Redemption Price therein
specified, and f?om and after the Redemption Date (unless the Issuer defaults in the payment of the
Redemption Price) such Bonds or portion of Bonds shall cease to bear interest. Upon surrender of such
Bonds for redemption in accordance with such notice, the Redemption Price of such Bonds shall be paid
by the Paying Agent. Installments of interest due
on or prior to the Redemption Date shall be payable as
herein provided for payment of interest. Upon surrender for any partial redemption of any Bond, there
shall be prepared for the Owner a new Bond or Bonds of the same Stated Maturity in the amount of the
unpaid principal as provided herein. All Bonds that have been surrendered for redemption shall be
cancelled and destroyed by the Paying Agent as provided herein and shall not be reissued.
In addition to the foregoing notice, the Issuer shall provide such notices of redemption as are
required by the Disclosure Instructions. Further notice may be given by the Issuer or the Bond Registrar
on behalf of the Issuer as set out below, but no defect in said fiuther notice nor any failure to give all or
any portion
of such further notice shall in any manner defeat the effectiveness of a call for redemption if
official notice thereof
is given as above prescribed.
(a) Each further notice of redemption given hereunder shall contain the information required
above for an official notice of redemption plus (1) the
CUSP numbers of all Bonds being redeemed; (2)
the date of issue of the Bonds as originally issued; (3) the rate of interest borne by each Bond being
redeemed; (4) the maturity date of each Bond being redeemed; and (5) any other descriptive information
needed to identify accurately the Bonds being redeemed.
(b) Each further notice of redemption shall be sent at least one day before the mailing of
notice to Owners by first class, registered or certified mail or overnight delivery, as determined by the I
17
Bond Registrar, to all registered securities depositories then in the business of holding substantial amounts
of obligations of types comprising the Bonds and to one or more national information services that
disseminate notices of redemption of obligations such as the Bonds.
(c) Each check or other transfer of fimds issued for the payment of the Redemption Price of
Bonds being redeemed shall bear or have enclosed the CUSP number of the Bonds being redeemed with
the proceeds
of such check or other transfer.
The Paying Agent is also directed to comply with any mandatory standards then in effect for
processing redemptions of municipal securities established by the State or the Securities and Exchange
Commission. Failure to comply with such standards shall not affect or invalidate the redemption of any
Bond.
ARTICLE IV
SECURITY FOR BONDS
Section 401. Security for the Bonds. The Bonds shall be general obligations of the Issuer
payable as to both principal and interest in part from special assessments levied upon the pfoperty
benefited by the construction of the Improvements
and, if not so paid, from ad valorem taxes which may
be levied without limitation as to rate or amount upon all the taxable tangible property, real and personal,
within the territorial limits of the Issuer. The balance of the principal and interest
on the Bonds is payable
from ad valorem taxes which may be levied without limitation as to rate or amount upon all the taxable
tangible property, real and personal, within the territorial limits of the Issuer. The full faith, credit and
resources
of the Issuer are hereby irrevocably pledged for the prompt payment of the principal of and
interest on the Bonds as the same become due.
Section 402. Levy and Collection of Annual Tax. The governing body of the Issuer shall
annually make provision for the payment of principal of, premium, if any, and interest on the Bonds as the
same become due by, to the extent necessary, levying and collecting the necessary taxes and/or
assessments upon all of the taxable tangible property within the Issuer in the manner provided by law.
The taxes and/or assessments referred to above shall be extended upon the tax rolls in each of the
several years, respectively, and shall be levied and collected at the same time and in the same manner as
the other ad valorem taxes of the Issuer are levied and collected. The proceeds derived from said taxes
shall be deposited in the Bond and Interest Fund, shall be kept separate and apart
fiom all other fimds of
the Issuer shall thereafter be deposited in the Debt Service Account and shall be used solely for the
payment of the principal of and interest on the Bonds as and when the same become due, taking into
account any scheduled mandatory redemptions, and the fees and expenses of the Paying Agent.
If at any time said taxes and/or assessments are not collected in time to pay the principal of or
interest on the Bonds when due, the Treasurer is hereby authorized and directed to pay said principal or
interest out of the general hds of the Issuer and to reimburse said general fimds for money
so expended
when said taxes are collected.
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ARTICLE V
ESTABLISHMENT OF FUNDS AND ACCOUNTS DEPOSIT AND APPLICATION OF
BOND PROCEEDS
Section 501. Creation of Funds and Accounts. Simultaneously with the issuance of the
Bonds, there shall be created within the Treasury of the Issuer the following Funds and Accounts:
(a) Improvement Fund for General Obligation Internal Improvement and Refunding Bonds,
Series 20 10-A;
(b) Redemption Fund for Refunded Bonds.
(c) Debt Service Account for General Obligation Internal Improvement and Refunding
Bonds, Series 2010-A; and
(d) Rebate Fund for General Obligation Internal Improvement and Rehding Bonds, Series
20 10-A.
The Funds and Accounts established herein shall be administered in accordance with the
provisions of this Bond Resolution so long as the Bonds are Outstanding.
Section502. Deposit of Bond Proceeds. The net proceeds received from the sale of the
Bonds shall be deposited simultaneously with the delivery of the Bonds as follows:
(a) All accrued interest received from the sale of the Bonds shall be deposited in the Debt
Service Account.
(b) The sum of $616,583.22 shall be deposited into the Redemption Fund.
(c) The remaining balance of the proceeds derived from the sale of the Bonds shall be
deposited in the Improvement Fund.
Section503. Application of Moneys in the Improvement Fund. Moneys in the
Improvement Fund shall be used for the sole purpose of (a) paying the costs of the Improvements, in
accordance with the plans and specifications therefor approved by the governing body of the Issuer and
on file in the office of the Clerk, including any alterations in or amendments to said plans and
specifications deemed advisable and approved by the governing body of the Issuer; (b) paying interest on
a portion of the Bonds during construction of the Improvements; (c) paying Costs of Issuance; and (d)
transfening any amounts to the Rebate Fund required by Section 507 hereof. Upon completion of the
Improvements, any surplus remaining in the hprovement Fund shall be deposited in the Debt Service
Account.
Section 504.
(a)
Substitution of Improvements; Reallocation of Proceeds.
The Issuer may elect for any reason to substitute or add other public improvements to be
financed with proceeds of the Bonds provided the following conditions are met: (1) the Substitute
Improvement and the issuance of general obligation bonds to pay the cost
of the Substitute Improvement
has been duly authorized by the governing body of the Issuer in accordance with the laws of the State; (2)
a resolution authorizing the use of the proceeds of the Bonds to pay the Financeable Costs of the
19
Substitute Improvement has been duly adopted by the governing body of the Issuer pursuant to this
Section, (3) the Attorney General of the State has approved the amendment made by such resolution to the
transcript of proceedings for the Bonds to include the Substitute Improvements; and (4) the use of the
proceeds of the Bonds to pay the Financeable Cost of the Substitute Improvement will not adversely
affect the tax-exempt status of the Bonds under State or federal law.
(b) The Issuer may reallocate expenditure of Bond proceeds among all Improvements
financed by the Bonds; provided the following conditions are met: (1) the reallocation is approved by the
governing body of the Issuer; (2) the reallocation shall not cause the proceeds of the Bonds allocated to
any Improvement to exceed the Financeable Costs of the Improvement; and (3) the reallocation will not
adversely affect the tax-exempt status of the Bonds under State or federal law.
Section 505. Application of Moneys in the Redemption Fund. Moneys in the Redemption
Fund shall be paid and transferred to the Refunded Bonds Paying Agent, with irrevocable instructions to
apply such amount to the payment of the Refunded Bonds
on the Refunded Bonds Redemption Date. The
Clerk is authorized and instructed to provide appropriate notice of redemption in accordance with the
Refimded Bonds Resolution authorizing the issuanceof such Refunded Bonds. Any moneys remaining in
the Redemption Fund not needed to retire the Refunded Bonds shall be transferred to the Debt Service
Account.
Section506. Application of Moneys in Debt Service Account. All amounts paid and
credited to the Debt Service Account shall be expended and used by the Issuer for the sole purpose of
paying the principal or Redemption Price of and interest on the Bonds as and when the same become due
and the usual and customary fees and expenses of the Bond Registrar and Paying Agent. The Treasurer is
authorized and directed to withdraw
from the Debt Service Account sums sufficient to pay both principal
or Redemption Price of and interest on the Bonds and the fees and expenses of the Bond Registrar and
Paying Agent as and when the same become due, and to forward such
sums to the Paying Agent in a
manner which ensures that the Paying Agent will receive immediately available funds in such amounts on
or before the Business Day immediately preceding the dates. when such principal, interest and fees of the
Bond Registrar and Paying Agent will become due.
If, through the lapse of time or otherwise, the Owners
of Bonds are
no longer entitled to enforce payment of the Bonds or the interest thereon, the Paying Agent
shall return said funds to the Issuer. All moneys deposited with the Paying Agent shall be deemed to be
deposited in accordance with and subject to all of the provisions contained in this Bond Resolution and
shall be held in trust by the Paying Agent for the benefit of the Owners of the Bonds entitled to payment
from such moneys.
Any moneys or investments remaining in the Debt Service Account after the retirement of the
indebtedness for which the Bonds were issued shall be transferred and paid into the Bond and
Interest Fund.
Section 507. Application of Moneys in the Rebate Fund.
(a) There shall be deposited in the Rebate Fund such amounts as are required to be deposited
therein pursuant to the Federal Tax Certificate. All money at any time deposited in the Rebate Fund shall
be held in trust, to the extent required to satisfy the Rebate Amount (as defined in the Federal Tax
Certificate), for payment to the United States of America, and neither the Issuer nor the Owner of any
Bonds shall have any rights in or claim to such money. All amounts deposited into or on deposit in the
Rebate Fund shall be governed by
this Section and the Federal Tax Certificate.
(b) The Issuer shall periodically determine the arbitrage rebate, if any, under Code 6 148(f) in
accordance with the Federal
Tax Certificate, and the Issuer shall make payments to the United States of
20
America at the times and in the amounts determined under the Federal Tax Certificate. Any moneys
remaining in the Rebate Fund after redemption and payment of all of the Bonds and payment and
satisfaction of any Rebate Amount, or provision made therefor, shall be deposited into the Bond and
Interest Fund.
(c) Notwithstandmg any other provision of this Bond Resolution, including in particular
Article VI1 hereof, the obligation to pay arbitrage rebate to the United States of America and to comply
with all other requirements of this Section and the Federal Tax Certificate shall survive
the defeasance or
payment in full of the Bonds
Section508. Deposits and Investment of Moneys. Moneys in each of the Funds and
Accounts shall be deposited in accordance with laws
of the State, in a bank, savings and loan association
or savings bank organized under the laws of the State, any other state or the United States: (a) which has
a main or branch office located in the Issuer; or @) if no such entity has a main or branch office located in
the Issuer, with such an entity that has a main or branch office located in the county or counties in which
the lssuer is located. All such depositaries shall be members of the Federal Deposit Insurance
Corporation, or otherwise as permitted by State law. All such deposits shall be invested in Permitted
Investments as set forth in this Article or shall be adequately secured as provided by the laws of the State.
All moneys held in the Funds and Accounts shall be kept separate and apart from all other funds of the
Issuer so that there shall be no comminglmg with any other funds of the Issuer.
Moneys held m any Fund or Account other than the Redemption Fund may be invested in
accordance with this Bond Resolution and the Federal Tax Certificate in Permitted Investments; provided,
however, that no such investment shall be made for a period extending longer than to the date when the
moneys invested may be needed for the purpose for which such fund was created. All eammgs on any
investments held 111 any Fund or Account shall accrue to and become a part of such Fund or Account;
provided that, during the penod of construction of the Improvements, earnings on the investment of such
funds may be credited to the Debt Service Account.
Section 509. Redemption of Refunded Bonds. The Outstanding Series 2002-A Bonds,
becoming due on May 15 and thereafter, in the aggregate the principal amount of $820,000, are hereby
called for redemption and payment prior to maturity on the Refunded Bonds Redemption Date. Said
Series 2002-A Bonds shall be redeemed in accordance with the Refunded Bonds Resolution by the
payment of the principal thereof, together with the redemption prermum and accrued interest thereon to
such Refunded Bonds Redemption Date. The Clerk
is hereby directed to cause notice of the call for
redemption and payment of said Series 2002-A Bonds to be given in the manner provided 111 the
Refunded Bonds Resolution. The officers of the Issuer and the Refunded Bonds Paying Agent are hereby
authorized and directed to take such other action as may be necessary in order to effect the redemption
and payment of said Senes 2002-A Bonds as herein provided.
ARTICLE VI
DEFAULT AND REMEDIES
Section 601. Remedies. The provisions of the Bond Resolution, including the covenants and
agreements herein contained, shall constitute a contract between the Issuer and the Owners of the Bonds.
If an Event
of Default occurs and shall be continuing, the Owner or Owners of not less than 10% in
principal amount of the Bonds at the time Outstanding shall have the right for the equal benefit and
protection of all Owners of Bonds similarly situated:
21
(a) by mandamus or other suit, action or proceedings at law or in equity to enforce the rights
of such Owner or Owners against the Issuer and its
officers, agents and employees, and to require and
compel duties and obligations required by the provisions of the Bond Resolution or by the Constitution
and laws of the State;
(b) by suit, action or other proceedings in equity or at law to require the Issuer, its officers,
agents and employees to account as if they were the trustees of an express trust; and
(c) by suit, action or other proceedings in equity or at law to enjoin any acts or things which
may be unlawful or in violation of the rights of the Owners of the Bonds.
Section 602. Limitation on Rights of Owners. The covenants and agreements of the Issuer
contained herein and in the Bonds shall be for the equal benefit, protection, and security of the Owners of
any or all of the Bonds, all of which Bonds shall be of equal rank and without preference or priority of
one Bond over any other Bond in the application of the funds herein pledged to the payment of the
principal of and the interest on the Bonds, or otherwise, except as to rate of interest, date of maturity and
right of prior redemption as provided in this Bond Resolution. No one or more Owners secured hereby
shall have any right in any manner whatever by his or their action to affect, disturb or prejudice the
security granted and provided for herein, or to enforce any right hereunder, except in the manner herein
provided, and all proceedings at law or in equity shall be instituted, had and maintained for the equal
benefit of all Outstanding Bonds.
Section603. Remedies Cumulative. No remedy conferred herein upon the Owners is
intended to be exclusive of any other remedy, but each such remedy shall be cumulative and in addition to
every other remedy and may be exercised without exhausting and without regard to any other remedy
conferred herein. No waiver of any default or breach of duty or contract by the Owner of any Bond shall
extend to or affect any subsequent default or breach of duty or contract or shall impair any rights or
remedies thereon. No delay or omission of any Owner to exercise any right or power accruing upon any
default shall impair any such right or power or shall be construed to be a waiver of any such default or
acquiescence therein. Every substantive right and every remedy conferred upon the Owners of the Bonds
by this Bond Resolution may be enforced and exercised from time to time and as often as may be deemed
expedient. If action or proceedings taken by any Owner on account of any default or to enforce any right
or exercise any remedy has been discontinued
or abandoned for any reason, or shall have been determined
adversely to such Owner, then, and in every such case, the Issuer and the
Owners of the Bonds shall be
restored to their former positions and rights hereunder, respectively, and all rights, remedies, powers and
duties
of the Owners shall continue as if no such suit, action or other proceedings had been brought
or taken.
.
ARTICLE VII
DEFEASANCE
Section 701. Defeasance. When any or all of the Bonds, redemption premium, if any, or
scheduled interest payments thereon have been paid and discharged, then the requirements contained in
this Bond Resolution and the pledge of the Issuer’s faith and credit hereunder and all other rights granted
hereby shall terminate with respect to the Bonds or scheduled interest payments thereon
so paid and
discharged. Bonds, redemption premium, if any, or scheduled interest payments thereon shall be deemed
to have been paid and discharged within the meaning of this Bond Resolution if there has been deposited
22
with the Paying Agent, or other commercial bank or trust company located in the State and having full
trust powers, at or prior to the Stated Maturity or Redemption Date of said Bonds or the interest payments
thereon, in trust for and irrevocably appropriated thereto, moneys andlor Defeasance Obligations which,
together with the interest to be earned on any such Defeasance Obligations, will be sufficient for the
payment of the principal of or Redemption Price of said Bonds and/or interest accrued to the Stated
Maturity or Redemption Date, or if default in such payment has occurred on such date, then to the date of
the tender of such payments. If the amount to be so deposited is based on the Redemption Price of any
Bonds, no such satisfaction shall occur until (a) the Issuer has elected to redeem such Bonds, and (b)
either notice of such redemption has been given, or the Issuer has given irrevocable instructions, or shall
have provided for an escrow agent to give irrevocable instructions, to the Bond Registrar to give such
notice of redemption in compliance with Section 302(u) of this Bond Resolution. Any money and
Defeasance Obligations that at any time shall be deposited with the Paying Agent or other commercial
bank or trust company by or on behalf of the Issuer, for the purpose of paying and discharging any of the
Bonds, shall be and are hereby assigned, transferred and set over to the Paying Agent or other bank or
trust company in trust for the respective Owners of the Bonds, and such moneys shall be and are hereby
irrevocably appropriated to the payment and discharge thereof. All money and Defeasance Obligations
deposited with the Paying Agent or such bank or trust company shall be deemed to be deposited in
accordance with and subject to all of the provisions of
this Bond Resolution.
ARTICLE VIII
TAX COVENANTS
Section 801. General Covenants. The Issuer covenants and agrees that it will comply with:
(a) all applicable provisions of the Code necessary to maintain the exclusion from gross income for
federal income tax purposes of the interest on the Bonds; and (b) all provisions and requirements of the
Federal Tax Certificate. The Mayor and Clerk are hereby authorized and directed to execute the Federal
Tax Certificate in a form approved by Bond Counsel, for and on behalf of and as the act and deed of the
Issuer. The Issuer will, in addition, adopt such other ordinances or resolutions and take such other actions
as may be necessary to comply with the Code and with all other applicable hture laws, regulations,
published rulings and judicial decisions, in order to ensure that the interest
on the Bonds will remain
excluded from federal gross income, to the extent any such actions can be taken by the Issuer.
Section802. Survival of Covenants. The covenants contained in this Article and in the
Federal
Tax Certificate shall remain in ill force and effect notwithstanding the defeasance of the Bonds
pursuant to Article VII hereof or any other provision of this Bond Resolution until such time as is set
forth in the Federal
Tax Certificate.
ARTICLE IX
CONTINUING DISCLOSURE REQUIREMENTS
Section901. Disclosure Requirements. The Mayor and Clerk are hereby authorized and
directed to execute the Disclosure Instructions in a form approved by Bond Counsel, for and on behalf of
and as the act and deed of the Issuer. The Issuer hereby covenants with the Purchaser and the Beneficial
Owners to provide and disseminate such information as is required by the SEC Rule and as further set
forth in the Disclosure Instructions, which are incorporated herein by reference. Such covenant shall be
for the benefit of and enforceable by the Purchaser and the Beneficial Owners.
23
Section 902. Failure to Comply with Continuing Disclosure Requirements. In the event
the Issuer fails to comply in a timely manner with its covenants contained in the preceding section, the
Purchaser and/or
any Beneficial Owner may make demand for such compliance by written notice to the
Issuer. In the event the Issuer does not remedy such noncompliance within 10 days of receipt of such
written notice, the Purchaser or any Beneficial Owner may in its discretion, without notice or demand,
proceed to enforce compliance by a suit or suits in equity for the specific performance of such covenant or
agreement contained in the preceding section or for the enforcement
of any other appropriate legal or
equitable remedy, as the Purchaser and/or any Beneficial Owner shall deem effectual to protect and
enforce any of the duties of the Issuer under such preceding section.
ARTICLE X
MISCELLANEOUS PROVISIONS
Section 1001. Annual Audit. Annually, promptly after the end of the Fiscal Year, the Issuer
will cause an audit to be made of the financial statements of the Issuer for the preceding Fiscal Year by an
Independent Accountant. Within 30 days aRer the completion of each such audit, a copy thereof shall be
filed in the office of the Clerk. Such audit shall at all times during the usual business hours be open to the
examination and inspection by any taxpayer, any Owner of any of the Bonds, or by anyone acting for or
on behalf of such taxpayer or Owner. Upon payment of the reasonable cost of preparing and mailing the
same, a copy of any annual audit will, upon request, be sent to any Owner or prospective Owner. As soon
as possible after the completion of the annual audit, the governing body of the Issuer shall review such
audit, and if the audit discloses that proper provision has not been made for all of the requirements of this
Bond Resolution, the Issuer shall promptly cure such deficiency.
Section 1002. Amendments. The rights and duties of the Issuer and the Owners, and the terms
and provisions of the Bonds or of this Bond Resolution, may be amended or modified at any time in any
respect by resolution of the Issuer with the written consent of the Owners of not less than a majority in
principal amount of the Bonds then Outstanding, such consent to be evidenced by an instrument or
instruments executed by such Owners and duly acknowledged or proved in the manner of a deed to be
recorded, and such instrument or instruments shall be filed with the Clerk, but
no such modification or
alteration shall:
(a) extend the maturity of any payment of principal or interest due upon any Bond;
(5) effect a reduction in the amount which the Issuer is required to pay as principal of or
interest on any Bond;
(c) permit preference or priority of any Bond over any other Bond; or
(d) reduce the percentage in principal amount of Bonds required for the written consent to
any modification or alteration of the provisions of this Bond Resolution.
Any provision of the Bonds or of this Bond Resolution may, however, be amended or modified
by resolution duly adopted by the governing body of the Issuer at any time in any legal respect with the
written consent of the Owners of
all of the Bonds at the time Outstanding.
24
Without notice to or the consent of any Owners, the Issuer may amend or supplement this Bond
Resolution for the purpose of curing any formal defect, omission, inconsistency or ambiguity herein, to
grant to or coder upon the Owners any additional rights, remedies, powers or authority that may lawfully
be granted to or conferred upon the Owners, to more precisely identify the Improvements, to reallocate
proceeds of the Bonds among Improvements, to provide for Substitute Improvements, to conform this
Bond Resolution to the Code or future applicable federal law concerning tax-exempt obligations, or in
connection with any other change therein which is not materially adverse to the interests of the Owners.
Every amendment or modification of the provisions of the Bonds or of this Bond Resolution, to
which the written consent
of the Owners is given, as above provided, shall be expressed in a resolution
adopted by the governing body of the Issuer amending or supplementing the provisions of this Bond
Resolution and shall be deemed to be a part of this Bond Resolution. A certified copy of every such
amendatory or supplemental resolution, if any, and a certified copy of this Bond Resolution shall always
be kept on file in the office of the Clerk, and shall be made available for inspection by the Owner of any
Bond or a prospective purchaser or owner of any Bond authorized by this Bond Resolution, and upon
payment of the reasonable cost of preparing the same, a certified copy of any such amendatory or
supplemental resolution or
of this Bond Resolution will be sent by the Clerk to any such Owner or
prospective Owner.
Any and all modifications made in the manner hereinabove provided shall not become effective
until there has been filed with the Clerk a copy of the resolution of the Issuer hereinabove provided for,
duly certified, as well as proof of any required consent to such modification by the Owners of the Bonds
then Outstanding. It shall not be necessary to note
on any of the Outstanding Bonds any reference to such
amendment or modification.
The Issuer shall furnish to the Paying Agent a copy of any amendment to the Bonds or this Bond
Resolution which affects the duties or obligations of the Paying Agent under this Bond Resolution.
Section 1003. Notices, Consents and Other Instruments by Owners. Any notice, consent,
request, direction, approval or other instrument to be signed and executed by the Owners may be in any
number of concurrent writings of similar tenor and may be signed or executed by such Owners in person
or by agent appointed in writing. Proof of the execution of any such instrument or of the writing
appointing any such agent and
of the ownership of Bonds, if made in the following manner, shall be
sufficient for any of the purposes of this Bond Resolution, and shall be conclusive in favor of the Issuer
and the Paying Agent with regard to any action taken, suffered or omitted under any such instrument,
namely:
(a) The fact and date of the execution by any person of any such instrument may be proved
by a certificate of any officer in any jurisdiction who by law has power to take acknowledgments within
such jurisdiction that the person signing such instrument acknowledged before such officer the execution
thereof, or by affidavit of any witness to such execution.
(b) The fact of ownership of Bonds, the amount or amounts, numbers and other identification
of Bonds, and the date of holding the same shall be proved by the Bond Register.
In determining whether the Owners of the requisite principal amount of Bonds Outstanding have
given any request, demand, authorization, direction, notice, consent or waiver under this Bond
Resolution, Bonds owned by the Issuer shall be disregarded and deemed not to be Outstanding under this
Bond Resolution, except that, in determining whether the Owners shall be protected in relying upon any
such request, demand, authorization, direction, notice, consent or waiver, only Bonds which the Owners
know to be so owned shall be so disregarded. Notwithstanding the foregoing, Bonds so owned which
25
have been pledged in good faith shall not be disregarded as aforesaid if the pledgee establishes to the
satisfaction of the Owners the pledgee’s right so to act with respect to such Bonds and that the pledgee is
not the Issuer.
Section 1004. Notices. Any notice, request, complaint, demand or other communication required
or desired to be given or filed under this Bond Resolution shall be in writing, given to the Notice
Representative at the Notice Address and shall be deemed duly given or filed if the same shall be: (a) duly
mailed by registered or certified mail, postage prepaid; or (b) communicated via fax, with electronic or
telephonic confirmation of receipt. Copies of such notices shall also be given to the Paying Agent. The
Issuer, the Paying Agent and the Purchaser may fiom time to time designate, by notice given hereunder to
the others of such parties, such other address
to which subsequent notices, certificates or other
communications shall be sent.
Ail notices given by: (a) certified or registered mail as aforesaid shall be deemed duly given as of
the date they
are so mailed; (b) fax as aforesaid shall be deemed duly given as of the date of confirmation of
receipt. If, because of the temporary or permanent suspension of regular mail service or for any other
reason, it is impossible or impractical to mail any notice in the manner herein provided, then such other form
of notice
as shall be made with the approval of the Paying Agent shall constitute a sufficient notice.
Section 1005. Electronic Transactions. The issuance of the Bonds and the transactions related
thereto and described herein may be conducted and documents may be stored by electronic means.
Section 1006. Further Authority. The officers and officials of the Issuer, including the Mayor
and Clerk, are hereby authorized and directed to execute all documents and take such actions as they may
deem necessary or advisable
in order to carry out and perform the purposes of this Bond Resolution and
to make ministerial alterations, changes or additions in the foregoing agreements, statements, instruments
and other documents herein approved, authorized and confirmed which they may approve, and the
execution or taking of such action shall be conclusive evidence of such necessity or advisability.
Section 1007. Severability. If any section or other part of this Bond Resolution, whether large
or small,
is for any reason held invalid, the invalidity thereof shall not affect the validity of the other
provisions of this Bond Resolution.
Section 1008. Governing Law. This Bond Resolution shall be governed exclusively by and
construed in accordance with the applicable laws of the State.
Section 1009. Effective Date. This Bond Resolution shall take effect and be in full force fiom
and after its adoption by the governing body of the Issuer.
[BALANCE
OF THIS PAGE INTENTIONALLY LEFT BLANK]
26
Clerk
CERTIFICATE
I hereby certify that the above and foregoing is a true and correct copy of the Bond Resolution of
the Issuer adopted by the governing body on Apnl 19,201 0 as the same appears of record in my office.
DATED: April 19,2010.
Clerk U
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
(Signature Page to Bond Resoluhon)
EXHIBTA
(FORM OF BONDS)
REGISTERED
NUMBER - REGISTERED
$
Unless this certificate is presented by an authorized representative of The
Depository ’kust Company, a New York Corporation (“DTC”), to the Issuer or its
agent for registration of transfer, exchange or payment, and any certificate 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.
UNITED STATES OF AMERICA
CITY OF SALINA
GENERAL OBLIGATION IMPROVEMENT AND REFUNDING BONDS BOND
STATE OF KANSAS ’
SERIES 2010-A
Interest Maturity
Rate: Date:
Dated
Date: May 1,2010
CUSIP:
REGISTERED OWNER:
PRINCIPALAMOUNT:
KNOW ALL PERSONS BY THESE PRESENTS: That the City of Salina, in the County of
Saline, State of Kansas (the “Issuer”), for value received, hereby acknowledges itself to be indebted and
promises to pay to the Registered Owner shown above, or registered assigns, but solely
fiom the source
and in the manner herein specified, the Principal Amount shown above on the Maturity Date shown
above, unless called for redemption prior to said Maturity Date, and to pay interest thereon at the Interest
Rate per annum shown above (computed
on the basis of a 360-day year of twelve 30-day months), fiom
the Dated Date shown above, or fiom the most recent date to which interest has been paid or duly
provided for, payable semiannually
on April 1 and October 1 of each year, commencing April 1 , 201 1 (the
“Interest Payment Dates”), until the Principal Amount has been paid.
Method and Place of Payment. The principal or redemption price of
this Bond shall be paid at
maturity
or upon earlier redemption to the person in whose name this Bond is registered at the maturity or
redemption date thereof, upon presentation and surrender of this Bond at the principal office of the
Treasurer of the State of Kansas, Topeka,
Kansas (the “Paying Agent” and “Bond Registrar7,). The
interest payable
on this Bond on any Interest Payment Date shall be paid to the person in whose name this
Bond is registered on the registration books maintained by the Bond Registrar at the close of business on
the Record Date(s) for such interest, which shall be the 15th day (whether or not a business day) of the
A- 1
calendar month next preceding the Interest Payment Date. Such interest shall be payable (a) by check or
draft mailed by the Paying Agent to the address of such Registered Owner shown on the Bond Register or
at such other address as is furnished to the Paying Agent in writing by such Registered Owner; or, (b) in
the case of an interest payment to Cede & Co. or any Owner of $500,000 or more in aggregate p-+cipal
amount of Bonds, by electronic transfer to such Owner upon written notice given to the Bond Registrar
by such Registered Owner, not less than 15 days prior to the Record Date for such interest, containing the
electronic transfer instructions including the bank, ABA routing number and account number to which
such Registered Owner wishes to have such transfer directed. The principal or redemption price of and
interest
on the Bonds shall be payable in any coin or currency that, on the respective dates of payment
thereof, is legal tender for the payment
of public and private debts. Interest not punctually paid will be
paid in the manner established in the within defined Bond Resolution.
Definitions. Capitalized terms used herein and not otherwise defined herein shall have the
meanings assigned to such terms in the hereinafter defined Bond Resolution.
Authorization of Bonds. This Bond is one of an authorized series of Bonds of the Issuer
designated
“General Obligation Internal Improvement and Refunding Bonds, Series 20 1 0-A,” aggregating
the principal amount of $6,875,000 (the “Bonds”) issued for the purposes set
forth in the Ordinance of the
Issuer authorizing the issuance
of the Bonds and the Resolution of the Issuer prescribing the form and
details of the Bonds (jointly the “Bond Resolution”). The Bonds are issued by.the authority of and in full
compIiance with the provisions, restrictions and limitations of the Constitution and laws of the State of
Kansas, including K.S.A. 10-427 et seq., K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et seq., K.S.A. 12-2101
et seq., as amended, and all other provisions of the laws of the State of Kansas applicable thereto.
General Obligations. The Bonds constitute general obligations of the Issuer payable as to both
principal and interest in part fiom special assessments levied upon the property benefited by the
construction of certain Improvements (as said term is described in the Bond Resolution) and, if not
so
paid, from ad valorem taxes which may be levied without limitation as to rate or amount upon all the
taxable tangible property, real and personal, within the temtorial limits of the Issuer, the balance being
payable fiom ad valorem taxes which may be levied without limitation as to rate or amount upon all the
taxable tangible property, real and personal, within the temtorial limits
of the Issuer. The full faith, credit
and resources of the Issuer are hereby pledged for the payment of the principal of and interest
on this
Bond and the issue of which it is a part as the same respectively become due.
Redemption Prior to Maturity. The Bonds are subject to redemption prior to maturity, as
follows:
Optional Redemption. At the option of the Issuer, Bonds maturing on October 1, 2019 and
thereafter, may be called for redemption and payment prior to maturity
on October 1 , 201 8 or thereafter,
as a whole or in part (selection of maturities and the amount of
Bonds of each maturity to be redeemed to
be determined by the Issuer in such equitable manner as it may determine) at any time, at the Redemption
Price of 100% (expressed as a percentage of the principal amount), plus accrued interest thereon to the
date of redemption.
Mandatory Redemption. Each of the Bonds maturing on October 1,2025 shall also be subject to
mandatory redemption and payment prior to maturity on October 1, 2023, and on any October 1
thereafter, pursuant to the redemption schedule set forth in the Bond Resolution at the Redemption Price
of 100% (expressed as a percentage of the principal amount), plus accrued interest thereon to the
Redemption Date.
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Redemption Denominations. Whenever the Bond Registrar is to select Bonds for the purpose of
redemption, it shall, in the case of Bonds in denominations greater than a minimum Authorized
Denomination, if less than all of the Bonds then Outstanding are to be called for redemption, treat each
minimum Authorized Denomination of face value of each such Bond as though it were a separate Bond in
the denomination of a minimum Authorized Denomination.
Notice of Redemption. Notice of redemption, unless waived, shall be given by the Issuer to the
State Treasurer of Kansas, to the Purchaser of the Bonds and to the Bond Registrar in accordance with the
Bond Resolution. The Issuer shall cause the Bond Registrar to not@ each Registered Owner at the
address maintained
on the Bond Register, such notice to be given by mailing an official notice of
redemption by first class mail at least 30 days prior to the redemption date. Notice of redemption having
been given as aforesaid, the Bonds or portions of Bonds to be redeemed shall,
on the redemption date,
become due and payable at
the redemption price therein specified, and from and after such date (unless
the Issuer defaults in the payment of the redemption price), such Bonds or portions of Bonds shall cease
to bear interest.
Book-Entry System. The Bonds are being issued by means of a bookentry system with no
physical distribution of bond certificates to be made except as provided in the Bond Resolution. One
Bond certificate with respect to each date on which the Bonds are stated to mature or with respect to each
form of Bonds, registered in the nominee name of the Securities Depository, is being issued and required
to be deposited with the Securities Depository and immobilized in its custody. The bookenby system
will evidence positions held in the Bonds by the Securities Depository’s participants, beneficial
ownership
of the Bonds in authorized denominations being evidenced in the records of such participants.
Transfers of ownership shall be effected
on the records of the Securities Depository and its participants
pursuant to rules and procedures established by the Securities Depository and its participants. The Issuer
and the Bond Registrar will recognize the Securities Depository nominee, while the Registered Owner of
this Bond, as the owner of this Bond for all purposes, including (i) payments of principal of, and
redemption premium, if any, and interest on, this Bond, (ii) notices and (iii) voting. Transfer of principal,
interest and any redemption premium payments to participants of the Securities Depository, and transfer
of principal, interest and any redemption premium payments to beneficial owners of the Bonds by
participants of the Securities Depository will be the responsibility of such participants and other nominees
of such beneficial owners. The Issuer and the Bond Registrar will not be responsible or liable for such
transfers of payments or for maintaining, supervising or reviewing the records maintained by the
Securities Depository, the Securities Depository nominee, its participants
or persons acting through such
participants. While the Securities Depository nominee is the owner
of this Bond, notwithstanding the
provision hereinabove contained, payments of principal of, redemption premium, if any, and interest on
this Bond shall be made in accordance with existing arrangements among the Issuer, the Bond Registrar
and the Securities Depository.
Ikansfer and Exchange, EXCEPT AS OTHERWISE PROVIDED IN THE BOND
RESOLUTION,
THIS GLOBAL BOND MAY BE TRANSFERRED, IN WHOLE BUT NOT IN
PART, ONLY TO ANOTHER NOMINEE OF THE SECURITIES DEPOSITORY OR TO A
SUCCESSOR SECURITIES DEPOSITORY OR TO A NOMINEE OF A SUCCESSOR
SECURITIES DEPOSITORY.
This Bond may be transferred or exchanged, as provided in the Bond
Resolution, only
on the Bond Register kept for that purpose at the principal office of the Bond Registrar,
upon surrender of this Bond, together with a written instrument of transfer or authorization for exchange
satisfactory to the Bond Registrar duly executed by the Registered Owner
or the Registered Owner’s duly
authorized agent, and thereupon a new Bond or Bonds in any Authorized Denomination of the same
maturity and in the same aggregate principal amount shall be issued to the transferee in exchange therefor
as provided in the Bond Resolution and upon payment of the charges therein prescribed. The Issuer shall
pay all costs incurred in connection with the issuance, payment and initial registration of the Bonds and
’
,
A-3
the cost of a reasonable supply of bond blanks. The Issuer and the Paying Agent may deem and treat the
person in whose name this Bond is registered on the Bond Register as the absolute owner hereof for the
purpose
of receiving payment of, or on account of, the principal or redemption price hereof and interest
due hereon and for all other purposes. The Bonds
are issued in fully registered form in Authorized
Denominations.
Authentication. This Bond shall not be valid or become obligatory for any purpose or be
entitled to any security or benefit under the hereinafter defined Bond Resolution until the Certificate of
Authentication and Registration hereon shall have been lawfully executed by the Bond Registrar.
IT IS HEREBY DECLARED AND CERTIFIED that all acts, conditions, and things required
to be done and to exist precedent to and in the issuance
of this Bond have been properly done and
performed and do exist in due and regular form and manner as required by the Constitution and laws of
the State of
Kansas, and that the total indebtedness of the Issuer, including this series of bonds, does not
exceed any constitutional or statutory limitation.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be executed by the manual or
facsimile signature of its Mayor and attested by the manual or facsimile signature of its Clerk, and its seal
to be affixed hereto or imprinted hereon.
CITY OF SALINA, KANSAS
(Facsimile Seal)
AlTEST
By: (facsimile)
Mayor
By: (facsimile)
Clerk
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This Bond is one of-a series of General Obligation Internal Improvement and Refunding Bonds,
Series 2010-A, of the City of Salina, Kansas, described in the within-mentioned Bond Resolution.
Registration Date
Office
of the State Treasurer,
as Bond Registrar and Paying Agent
Topeka,
Kansas,
Registration Number
CERTIFICATE OF CLERK
STATE OF KANSAS 1
) ss.
COUNTY OF SALINE )
The undersigned, Clerk of the City of Salina, Kansas, does hereby certlfy that the within Bond
has been duly registered in my office according to law as of May 1,2010.
WITNESS my hand and official seal.
(Facsimile Seal) By: (facsimile) *
Clerk
CERTIFICATE OF STATE TREASURER
OFFICE OF THE TREASURER, STATE OF KANSAS
DENNIS MCKINN'EY, Treasurer.of the State of Kansas, does hereby certify that a transcript of
the proceedings leading up to the issuance of this Bond has been filed in the office of the State Treasurer,
and that this Bond was registered in such office according to law on
WITNESS my hand and official seal.
By:
Treasurer of the State of Kansas
A-5
BOND ASSIGNMENT
FOR VALUE RECEIVED, the undersigned do(es) hereby sell, assign and transfer to
(Name and Address)
(Social Security or Taxpayer Identification No.)
the Bond to which this assignment is affixed in the outstanding principal amount of $ 7
standing in the name of the undersigned on the books of the Bond Registrar. The undersigned do(es)
hereby irrevocably constitute and appoint as agent to transfer said Bond on the
books of said Bond Registrar with full power of substitution in the premises.
Dated
Name
Social Security or
Taxpayer Identification No.
Signature (Sign here exactly as name(s)
appear on the face of Certificate)
Signature guarantee:
A-6
LEGAL OPINION
The following is a true and correct copy of the approving legal opinion of Gilmore & Bell, P.C.,
Bond Counsel, which was dated and issued
as of the date of original issuance and delivery of such Bonds:
GILMORE & BELL, P.C.
Attorneys at Law
2405 Grand Boulevard
Suite 1100
Kansas City, Missouri 64 108
(PRINTED LEGAL OPINION)
A-7
Gilniore & Bell, P.C.
Document No. K105675\0rd2
ORDINANCE NO. 02- IoObS
AN ORDWANCE AUTHORIZING THE ISSUANCE AND DELIVERY OF $2,045,000
PRINCIPAL AMOUNT OF GENERAL OBLIGATION WATER AND SEWAGE
KANSAS, FOR THE PURPOSE
OF REFUNDING CERTAIN OUTSTANDING
COMBINED WATER AND SEWAGE SYSTEM IMPROVEMENT REVENUE BONDS
OF THE CITY; PROVIDING FOR THE LEVY AND COLLECTION OF AN ANNUAL
TAX FOR THE PURPOSE OF PAYING THE PRINCIPAL OF AND INTEREST ON
THE BONDS AS THEY BECOME DUE; AND MAKING CERTAIN COVENANTS
SYSTEM REFUNDING BONDS, SERIES 2002-A, OF THE CITY OF SALINA,
' WITH RESPECT THERETO.
WHEREAS, the City of Salina, Kansas (the "City") is a City of the first class, created, organized
and existing under the laws of the State; and
WHEREAS, the City has previously issued pursuant to K.S.A. 12-856 et seq. its Combined
Water and Sewage System Improvement Revenue Bonds, Series 1993-A, currently outstanding in the
principal amount of $2,295,000 (the "Refunded Bonds"), and
WHEREAS, pursuant to Charter Ordinance No. 28, the city has exempted itself
from the
provisions of K.S.A. 12-868 and provided substitute and additional provisions on the same subject,
including provisions authorizing the issuance of the City's general obligation bonds to refund the City's
revenue bonds previously issued under the K.S.A. 12-856 et sey., which include the Refunded Bonds;
and
WHEREAS, the City desires to refund the Refunded Bonds, and the City is authorized pursuant
to the provisions of Charter Ordinance No. 28 and K.S.A. 10427 et seq. to issue the general obligation
bonds herein authonzed to refund the Refunded Bonds; and
WHEREAS, all legal requirements pertaining to the refunding
of the Refunded Bonds have been
satisfied; and
WHEREAS, the governing body of the City hereby finds and determines it is necessary for the
City to authorize the issuance and delivery of its general obligation bonds to refund the Refunded Bonds;
NOW, THEREFORE,
BE IT ORDAINED BY THE GOVERNTNG BODY OF THE CITY OF
SALINA, KANSAS, AS FOLLOWS:
"Act" means the Constitution and all applicable statutes of the State including but not limited to
K.S.A. 10-101 et seq. and 10-427 et seq., Article 12, 5 5 of the Constitution of the State of Kansas and
Charter Ordinance No. 28 of the City, all as amended and supplemented.
! "Bond and Interest Fund" means the Bond and Interest Fund of the City for its general obligation
bonds.
"Bonds" means the General Obligation Water and Sewage System Refunding Bonds, Series
2002-A authorized by this Ordinance in the aggregate pnncipal amount of $2,045,000.
"City" means the City of Salina, Kansas.
"City Clerk" means the appointed and acting City Clerk or, in the City Clerk's absence, the
appointed and/or elected Deputy or Acting City Clerk of the City.
"Code" means the Internal Revenue Code of
1986, as amended, and the applicable regulations
proposed or promulgated thereunder of the United States Department of the Treasury.
"Mayor" means the elected and acting Mayor of the City or, in the Mayor's absence, the
appointed and/or elected Vice or Acting Mayor of the City.
"Ordinance" means this Ordinance authorizing the issuance of the Bonds.
"Refunded Bonds" means the combined 'water and sewage system improvement revenue bonds
referred to in the preamble of this Ordinance.
"State" means the state of Kansas.
"Treasurer" means the appointed and acting Treasurer of the City or, in the Treasurer's absence,
the appointed and/or elected Deputy or Acting Treasurer of the City.
tion of andruLkcurttv for the Rnnds. These Bonds shall be issued for the
purpose of providing funds to refunded the Refunded Bonds and to pay the costs of issuance of the
Bonds.
The Bonds shall be general obligations of the City payable as to both principal and interest From
ad valorem taxes which may be levied without limitation as to rate or amount upon all the taxable
tangible property, real and personal, within the territorial limits of the City. The full faith, credit and
resources of the City are hereby irrevocably pledged for the prompt payment of the principal of and
interest on the Bonds as the same become due.
Sectron. ckdltmls of - . The Bonds shall be dated and bear
interest, shall mature and be payable at such times, shall be in such forms, shall be subject to redemption
and payment prior to the maturity thereof, and shall be issued and delivered in the manner prescribed and
subject to the provisions, covenants and agreements set forth in a resolution hereinafter adopted by the
governing body of the City.
Siw.md. 1 A-W and Cnllemm of AnnmLGx The governing body of the City shall annually
make provision for the payment of principal of, premium, if any, and interest on the Bonds as the same
become due by levying and collecting the necessary taxes upon all of the taxable tangible property within
the City in the manner provided by law.
\
-7-
The taxes referred to above shall be spread upon the tax rolls and shall be levied and collected at
the same time and in the same manner as the gencral ad valorem taxes of the City are levied and
collected, and the proceeds derived from the taxes shall be deposited in the Bond and Interest Fund.
If at any time the taxes are not collected in time to pay the principal of or interest on the Bonds
when due, the Treasurer is hereby authorized and directed to pay the principal or interest out of the
general funds of the City and to reimburse the general funds for money so expended when the taxes are
collected.
,'kh115. Tax Covenants. The City covenants and agrees that it will not take any action, or fail
to take any action, if any such action or failure to take action would adversely affect the exclusion of the
interest on the Bonds from gross income for federal income tax purposes. The City covenants and agrees
that it will use the proceeds of the Bonds as soon as practicable and with all reasonable dispatch for the
purpose for which the Bonds are issued as previously set forth, and that it will not directly or indirectly
use or permit the use of any proceeds of the Bonds or any other funds of the City, or take or omit to take
any action that would cause the Bonds to be "arbitrage bonds" within the meaning of Section 14S(a) of
the Code. To that end, the City will comply with all requirements of Section 148 of the Code to the
extent applicable to the Bonds.
The Bonds are deemed designated under Section 265(b)(3)(D)(ii) of the Code. In addition, the
City hereby represents that:
(1) the aggregate face amount of all tax-exempt obligations (other than private
activity bonds which are not "qualified 50 1 (c)(3) bonds") which will be issued by the City (and
all subordinate entities thereof) during calendar year 2002 is not reasonably expected to exceed
$10,000,000; and
(2) the City (including all subordinate entities thereof) will not issue an aggregate
principal amount of obligations designated by the City to be "qualified tax-exempt obligations"
during the calendar year in which the Bonds are issued, including the Bonds, in excess of
$10,000,000, without first obtaining an opinion of bond counsel that the designation of the Bonds
as "qualified tax-exempt obligations" will not be adversely affected.
The City covenants and agrees that it will not use any portion of the proceeds of the Bonds,
including any investment income earned on such proceeds, directly or indirectly, in a manner that would
cause any Bond to be a "private activity bond" within the meaning of Section 141(a) of the Code.
Sectlon. Further. The Mayor, City Clerk and other City officials are authonzed and
directed to execute such documents and take such actions as they may deem necessary or advisable in
order to carry out the purposes of this Ordinance.
Sectmd. &ummgL~ The Ordinance and the Bonds shall be governed by and construed in
accordance with the applicable laws of the State.
Sectlon. Effective. This Ordinance shall take effect and be in full force from and after its
passage by the governing body of the City and publication in the official City newspaper.
(SEAL)
, ATAEST
PASSED by the governing body of the City on January 14,2002.
L
City Clerk
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i Gilmore & Bell, P.C.
Document No. 105675Res2
RESOLUTION NO. 02- 5%00
OF
CITY OF SALINA, KANSAS
ADOPTED
JANUARY 14,2002
$2,045,000
GENERAL OBLIGATION WATER AND SEWAGE SYSTEM REFUNDING BONDS
SERIES 2002-A
TABLE OF CONTENTS
Eage
Title ..................................................................................................................... 1
Recitals ............................................................................................................... 1
DEFINITIONS
Section 101. Definitions of Words and Terms ......................................................................... 1
DETAILS OF THE BONDS
Section 20 1.
Section 202.
Section 203.
Section 204.
Section 205.
Section 206.
Section 207.
Section 208.
Section 209.
Section 210.
Section 2 1 1.
Section 212.
Authorization
of the Bonds .................................................................................
Description of the Bonds ....................................................................................
Designation of Paying Agent and Bond Registrar ..............................................
Method and Place of Payment ofthe Bonds .......................................................
Method of Execution and Authentication of the Bonds .....................................
Registration, Transfer and Exchange of Bonds ..................................................
Surrender and Cancellation of Bonds .................................................................
Temporary Bonds.. ..............................................................................................
Mutilated, Lost, Stolen or Destroyed Bonds ......................................................
Delivery of the Bonds .........................................................................................
Book-Entry Bonds; Securities Depository ..........................................................
Sale of Bonds - Bond Purchase Agreement ........................................................
4
4
4
4
5
5
6
6
6
7
7
8
REDEMPTION
OF THE BONDS
Section 30 1. Redemption ......................................................................................................... 8
ESTABLISHMENT OF FUNDS AND ACCOUNTS
Section 401. Creation of Funds and Accounts
......................................................................... 8
Section 402. Administration of Funds and Accounts .............................................................. 9
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APPLICATION OF BOND PROCEEDS
Section 501.
Section 502.
Section 503.
Disposition of Bond Proceeds ............................................................................
Withdrawals from the Improvement Fund ..........................................................
Surplus in the Improvement Fund .......................................................................
. Section 506. Redemption of Refunded Bonds ........................................................................
PAYMENT OF THE BONDS
Section 60 1.
Section 602.
Section 603.
Application of Moneys in the Principal and Interest Account ............................
Transfer of Funds to Paying Agent .....................................................................
Surplus in Principal and Interest Account ..........................................................
AmcLEMI
DEPOSITS AND INVESTMENT OF FUNDS
Section 701. Deposits ..............................................................................................................
Section 702. Investments .........................................................................................................
Section 703. Deposits into and Application of Moneys in the Rebate Fund ..........................
9
9
9
10
10
10
10
11
11
11
DEFAULT AND REMEDIES
Section 80 1. Remedies ............................................................................................................. 11
Section 803. Remedies Cumulative
......................................................................................... 12
Section 802. Limitation on Rights of Bondowners
................................................................. 12
A.ImcmB
AMENDMENTS
Section 90 1. Amendments
....................................................................................................... 12
Section 902. Written Evidence of Amendments ...................................................................... 13
A€mcIEx
DEFEASANCE
..
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i Section 1001 . Defeasance ..........................................................................................................
Section 1 10 1 . Disclosure Requirements ....................................................................................
.
MISCELLANEOUS PROVISIONS
Section 120 1 .
Section 1202 .
Section 1204 .
Section I205 .
Section 1206 .
Preliminary Official Statement and Official Statement ......................................
Rebate Covenants ...............................................................................................
Further Authority ................................................................................................
Governing Law ...................................................................................................
Effective Date .....................................................................................................
Section 1203 . Severability .........................................................................................................
Adoption .............................................................................................................
Signatures and Seal .............................................................................................
13
14
14
14
15
15
15
15
15
15
Exhibit A . Bond Form
Exhibit B . Continuing Disclosure Instructions
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RESOLUTION NO. 02--
A RESOLUTION PRESCRIBING THE FORM AND DETAILS OF AND
AUTHORIZING THE DELIVERY OF $2,045,000 PRINCIPAL AMOUNT OF
GENERAL OBLIGATION WATER AND SEWAGE SYSTEM REFUNDING BONDS,
AUTHORIZED BY ORDINANCE NO. 02-- OF THE CITY AND MAKING
CERTAIN COVENANTS WITH RESPECT THERETO.
SERIES 2002-A, OF THE CITY OF SALINA, KANSAS, PREVIOUSLY
WHEREAS, the City has adopted the Ordinance authorizing the issuance of the Bonds; and
WHEREAS, pursuant to the terms of the Ordinance it is necessary for the governing body of the
City to adopt a resolution prescribing certain details and conditions and to make certain covenants with
respect to the issuance of the Bonds;
NOW, THEREFORE, BE
IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF
SALINA, KANSAS, AS FOLLOWS:
ARTxmu
DEFINITIONS
"Act" means the Constitution and all applicable statutes of the State including but not limited to
K.S.A. 10-101 et seq. and 10-427 et seq., Article 12, Q 5 of the Conshtution of the State of Kansas and
Charter Ordinance No. 28 of the City, all as amended and supplemented.
"Arbitrage Instructions" means the Arbitrage Instructions (dated
as of the date of issuance of the
Bonds) relahng to certain matters within the scope
of Section 148 of the Code, as the same may be
amended or supplemented in accordance with its terms.
"Authorized Investments" means investments authorized by K.S.A. 10-1 31, as amended from
time to time, or as otherwise permitted under the laws of the State.
"Bond and Interest Fund" means the Bond and Interest Fund of the City for its general obligation
bonds.
"Bond Counsel" means the
fm of Gilmore & Bell, P.C., or any other attorney or fm of
attorneys whose expertise in matters relating to the issuance of obligations by states and their political
subdivisions is nationally recognized and acceptable to the City.
"Bondowner" shall have the same meaning as the term Owner.
"Bond Purchase Agreement'' means the Bond Purchase Agreement dated as of January 14, 2002
between the City and the Purchaser.
"Bond Registrar" means the Treasurer
of the State, Topeka, Kansas, and its successors and
assigns.
I
"Bonds" means the City's General Obligation Water and Sewage System Refunding Bonds,
Series 2002-A Bonds in the aggregate principal amount of $2,045,000.
"Cede & Co." means Cede & Co., as nominee name of The Depository Trust Company, New
York, New York.
"City" means the City of Salina, Kansas.
"City Clerk" means the duly appointed and acting City Clerk of the City or, in the City Clerk's
absence, the duly appointed and/or elected Deputy or Acting City Clerk of the City.
"Code" means the Internal Revenue Code of 1986, as amended, and the applicable regulations
proposed or promulgated thereunder of the United States Department of the Treasury.
"Continuing Disclosure Instructions" means the Continuing Disclosure Instructions dated May 6,
1996 and attached as
ExbkEi to Resolution No. 96-5007 of the City (pertaining to General Obligation
Internal Improvement Bonds, Series 1996-A of the City), as from time to time amended and attached
hereto as
ExhdxLR. ..
"Costs of Issuance" shall mean all costs of issuing the Bonds, including all publication, printing,
signing and mailing expenses but not limted to, registration fees, all fees and expenses of legal counsel,
and any expenses incurred in connection with receiving ratings on the Bonds, any financial advisory fees
and all other related expenses.
"Costs of Issuance Fund" means the fund by that name referred to in Sectinn 40 L hereof.
"Interest Payment Dates" means April 1 and October 1 of each year, commencing October 1,
2002, and ending on the maturity date of the Bonds, or such other time as the Bonds are paid.
''Mayortt means the duly elected and acting Mayor of the City or, in the Mayor's absence, the
duly appointed andor elected Mayor or acting Mayor of the City.
tOrdinancett means Ordinance No. 02--
of the City authorizing the issuance of the Bonds.
"Original Purchaser" means George
K. Baum & Company, Kansas City, Missouri.
"Outstanding" means as of a particular date, all Bonds heretofore issued, authenticated and
delivered under the provisions of this Resolution, except:
(a) Bonds cancelled by the Paying Agent or delivered
to the Paying Agent for
cancellation pursuant to this Resolution;
(b) Bonds for the payment or redemption of which monies or investments have been
deposited in accordance with this Resolution; and
(c) Bonds in exchange for or in lieu of which other Bonds have been authenticated
and delivered pursuant to this Resolution.
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"Owner" or "Registered Owner" when used with respect to any Bond means the person in whose
name such Bond is registered on the registration books of the City as maintained by the Bond Registrar.
"Participants" means those financial institutions for whom the Securities Depository effects
bookentry transfers and pledges of securities deposited with the Securities Depository, as such listing of
Participants exists at the time of such reference.
"Paying Agent" means the Treasurer of the State, Topeka, Kansas, and any successors and
assigns.
"Principal and Interest Account" means the Principal and Interest Account for Salina, Kansas,
General Obligation Water and Sewage System Rehnding Bonds, Series 2002-A, created in the City's
Bond and Interest Fund.
"Principal Payment Dates'' means October 1 of the years as set forth in Sectinn 303. of this
Resolution, or until such time as the aggregate principal amount of the Bonds has been paid or prowsion
is made for the payment of the Bonds.
"Purchase Price" means 100% of the principal amount of the Bonds plus accrued interest to the
date of delivery to be paid by the Original Purchaser, less an underwriter's discount of $20,450 and less
an original issue discount of $2,743.45.
"Rebate Fund" means the Rebate Fund for Salina, Kansas, General Obligation Water and Sewage
System Refunding Bonds, Series 2002-A, created herein.
"Record Dates" means the fifteenth day of each month preceding the Interest Payment Dates of
each year the Bonds are Outstanding.
"Refunded Bonds" means the combined water and sewage system revenue bonds referred to in
the preamble of the Ordinance.
"Representation Letter" means the Representation Letter, if any is required, from the City to the
Securities Depository with respect to the Bonds.
"Resolution" means this resolution relating to the Bonds.
"Securities Depository" means, initially, The Depository Trust Company, New York, New York,
and its successors and assigns.
"State" means the state of Kansas.
"Treasurer1' means the duly appointed and acting Treasurer of the City
or, in the Treasurer's
absence, the duly appointed Deputy or acting Treasurer of the City.
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DETAILS OF THE BONDS
of the. The Bonds have been issued pursuant to the
Ordinance for the purpose of providing funds to refind the Refunded Bonds and to pay the costs of
issuance of the Bonds.
of the Ronds. The Bonds shall consist of fully registered bonds in the
denomination of $5,000 or any integral multiple thereof, shall be numbered in such manner as the Bond
Registrar shall determine, shall be in substantially the form set forth in Exhhhl to this Resolution and
may be in typewritten form and shall be dated January 15, 2002. All of the Bonds shall become due on
the Principal Payment Dates and shall bear interest fiom the date thereof as follows:
0 MATURITY PRINCIPAL, INTEREST
QcmEmu AI!dQmx RATE
2002
2003
2004
2005
2006
2007
2008
2009
2010
201 1
2012
2013
$90,000
150,000
150,000
155,000
160,000
165,000
170,000
185,000
190,000
200,000
2 10,000
220,000
3 .OO%
3.00%
3.00%
3.20%
3.40%
3.70%
3 .go%
4.10%
4.20%
4.25%
4.35%
4.50%
Interest on the Bonds at the rates stated above (computed on the basis of a 360-day year of twelve
30-day months) from the date thereof or from the most recent Interest Payment Date to which interest has
been paid or duly provided for, shall be payable on the Interest Payment Dates to the Owners whose
names appear on the books maintained by the Bond Registrar at the close of business on the Record
Dates.
of Pa R-. The Treasurer of the State,
Topeka, Kansas, is hereby designated
as the Paying Agent and Bond Registrar for the Bonds. The Mayor
and City Clerk of the City are hereby authorized and empowered to execute on behalf of the City an
agreement with the Bond Registrar and Paying Agent for the Bonds.
of Pay The principal of, premium, if any, and
interest on the Bonds shall be payable in any coin or currency which, on the respectwe dates of payment,
is legal tender for the payment of debts due the United States of Amenca.
The principal of and any premium on the Bonds shall be paid to the Registered Owner of each
Bond upon presentation of the Bond at the maturity or redemption date to the Paying Agent for
cancellation. The interest payable on each Bond on any Interest Payment Date shall be paid to the
Registered Owner of such Bond as shown on the Bond Register at the close of business on the Record
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Date for such interest (a) by check or draft mailed by the Paying Agent to such Registered Owner at the
address shown on the Bond Register or (b) in the case of an interest payment to any Registered Owner of
$500,000 or more in aggregate principal amount of Bonds, by electronic transfer to such Registered
Owner upon written notice given to the Paying Agent by such Registered Owner not less than 15 days
prior to the Record Date for such interest, containing the electronic transfer instructions including the
bank (which shall be in the continental United States), address, ABA routing number and account number
to which such Registered Owner wishes to have such transfer directed.
The Paying Agent shall keep in its offices a record of payment of principal of, premium, if any,
and interest on all Bonds.
.. of Auhnhcahnn of the Rands. The Bonds shall be
executed for and on behalf of the City by the manual or facsimile signature of the Mayor, attested by the
manual or facsimile signature of the City Clerk and the seal of the City'shall be affixed thereto or
imprinted on the Bonds. The Bonds shall be registered in the office of the City Clerk, and evidenced by
the manual or facsimile signature of the City Clerk with the seal of the City affixed to or imprinted on the
Bonds. The Bonds shall also be registered in the office of the State Treasurer, evidenced by the manual
or facsimile signature of the State Treasurer with the seal of the State Treasurer affixed to or imprinted on
the Bonds. In the event that any of the officers shall cease to hold such offices before the Bonds are
issued and delivered, the Bonds may be issued and transferred to other Owners as though the officers had
not ceased to hold office, and such signatures appearing on the Bonds shall be valid and sufficient for all
purposes as if they had remained in ofice until such issuance or transfer.
The Bonds shall not be valid obligations under the provisions of this Resolution until the
Certificate of Authentication appearing on each bond is executed by the Bond Registrar or a duly
authorized representative of the Bond Registrar. It is not necessary that the same representative of the
Bond Registrar execute the certificate of authentication on all of the Bonds.
e. of RondR. As long as the Bonds remain
Outstanding, the City shall cause the Bond Registrar to keep the books for the registration and transfer of
the Bonds.
Upon presentahon of the necessary documents the Bond Regstrar shall transfer or exchange any
Bond(s) for new Bond(s) in an authonzed denomination of the same maturity and for the same aggregate
principal amount as the Bond(s) which was presented for transfer or exchange.
All Bonds presented for transfer or exchange shall be accompanied by a written instrument or
instruments of transfer or authorization for exchange, in a form and with guarantee of signature
satisfactory to the Bond Registrar, duly executed by the Registered Owner thereof or by the Registered
Owner's duly authorized agent. In addition, all Bonds presented for transfer or exchange shall be
surrendered to the Bond Registrar for cancellation.
Prior to delivery of the new Bond(s) to the transferee, the Bond Reptrar shall register the same
in the registration books kept by the Bond Registrar for such purpose and shall authenticate each Bond.
The City shall pay the fees of the Bond Registrar for regstration and transfer of the Bonds and
the cost of printing a reasonable supply of registered bond blanks. Any additional costs or fees that might
be incurred in the secondary market, other than fees of the Bond Registrar, are the responsibility of the
Owners.
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I
The City and the Bond Registrar shall not be required to issue, register, transfer or exchange any
Bonds during a period beginning on the day following the Record Date preceding any Interest Payment
Date and ending at the close of business on the Interest Payment Date or any Bonds which have been
called for redemption in accordance with AhddU of this Resolution.
New Bonds delivered upon any transfer or exchange shall be valid obligations
of the City,
evidencing the same debt as the Bonds surrendered, shall be secured by the Resolution and shall be
entitled to all of the security and benefits hereof to the same extent as the Bonds surrendered.
The City, Bond Registrar and Paying Agent may deem and treat the person in whose name any
Bond is registered as the absolute Owner thereof, whether such Bond shall be overdue or not, for the
purpose of receiving payment of, or on account of, the principal of, redemption premium, if any, and
interest on such Bond and for all other purposes, and neither the City, Bond Registrar and Paying Agent
shall be affected by any notxe to the contrary.
b. Whenever any Outstanding Bonds are
delivered to the Bond Registrar for cancellation such Bond shall be canceled by the Bond Registrar upon
payment of the principal amount of the Bond and interest thereon or replacement pursuant to the
Resolution, and the canceled Bond shall be returned to the City.
SecmdQ8. Mutilated.T,ost.StolenestmDeRtroyed Rands . In the event Bond is mutilated, lost,
stolen or destroyed, the City may execute and the Bond Registrar may authenticate a new Bond of the
same date, maturity, denomination and interest rate, as the mutilated, lost, stolen or destroyed Bond;
provided, that
in the case of any mutilated Bond, such mutilated Bond shall first be surrendered to the
City or the Bond Registrar, and, in the case of any lost, stolen or destroyed Bond there shall be first
furnished to the Bond Registrar and the City evidence of such loss, theft or destruction satisfactory to
them, together with an indemnity satisfactory to the City and the Bond Registrar. In the event any such
Bond shall have matured, instead of issuing a duplicate Bond, the City and Bond Registrar may pay the
same without surrender thereof. The City and Bond Registrar may charge to the Registered Owner of
such Bond their reasonable fees and expenses in connection with replacing any Bond or Bonds mutilated,
stolen, lost or destroyed.
Sectinn. ~~€3. Until definitive Bonds are prepared, the City may execute, in
the same manner_ as is prowded in the Resolution and upon the request of the City, the Bond Registrar
shall authenticate and deliver, in lieu of definitive Bonds but subject to the same promions, limitations
and conditions as the definitive Bonds, one or more temporary Bonds substantially of the tenor of the
definitive Bonds in lieu of which such temporary Bond or Bonds are issued, in denominations authonzed
herein, authonzed by the City and with such omissions, insertions and variations as may be appropriate to
temporary Bonds. The City at its own expense shall prepare and execute and, upon the surrender of such
temporary Bonds for exchange and upon the cancellation of such surrendered temporary Bonds, the Bond
Registrar shall authenticate and, without charge to the Owner thereof, deliver in exchange therefor
definitive Bonds of the same aggregate principal amount and maturity as the temporary Bonds
surrendered.
If the City shall authorize the issuance of temporary Bonds in more than one denomination, the
Registered Owner of any temporary Bond or Bonds may, at such Registered Owner's option, surrender
the same to the Bond Registrar in exchange for another temporary Bond or Bonds of like aggregate
principal amount and maturity of any other authorized denomination or denominations, and thereupon the
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City shall execute and the Bond Registrar shall authenticate and, upon payment of any applicable taxes,
fees and charges, shall deliver a temporary Bond or Bonds of like aggregate pnncipal amount and
maturity in such other authorized denomination or denominations as shall be requested by such Owner.
All temporary*Bonds surrendered in exchange either for another temporary Bond or Bonds or for
a definitive Bond or Bonds shall be canceled by the Bond Registrar.
Delivery of the Rands. The Mayor and City Clerk are hereby authorized and
directed to cause the Bonds to be registered in the ofices of the City Clerk and the State Treasurer as
provided by law, and, when duly executed and registered, to deliver the Bonds to the Original Purchaser,
upon receipt by the City of the Purchase Price.
(a) The Bonds shall initially be registered to Cede & Co., the nominee for the Securities
Depository, and no beneficial owner will receive certificates representing their respective interests in the
Bonds, except in the event the Bond Registrar issues Replacement Bonds as provided in subsection (b)
hereof. It is anticipated that during the term of the Bonds, the Securities Depository will make book-
entry transfers among its Participants and receive and transmt payment of principal of, premium, if any,
and interest on, the Bonds to the Participants until and unless the Bond Registrar authenticates and
delivers Replacement Bonds to the beneficial owners as described in subsection (b).
(b) (1) If the City determines (A) that the Securities Depository is unable to properly
discharge its responsibilities,
or @) that the Securities Depository is no longer qualified to act as a
securities depository and registered clearing agency under the Securities and Exchange Act of 1934, as
amended, or (C) that the continuation of a book-entry system to the exclusion of any Bonds being issued
to any Owner other than Cede & Co. is no longer in the best interests of the beneficial owners of the
Bonds, or (2) if the Bond Registrar receives written notice from Participants havlng interests in not less
than 50% of the Bonds Outstanding, as shown on the records of the Securities Depository (and certified
to such effect by the Securities Depository), that the continuation of a book-entry system to the exclusion
of any Bonds being issued to any Owner other than Cede & Co. is no longer in the best interests of the
beneficial owners of the Bonds, then the Bond Registrar shall notify the Owners of such detemation or
such notice and of the availability of certificates to Owners requesting the same, and the Bond Registrar
shall register in the name of and authenticate and deliver Replacement Bonds to the beneficial owners or
their nominees in principal amounts representing the interest of each, making such adjustments as it may
find necessary or appropriate as to accrued interest and previous calls for redemption; provided, that in
the case of a determination under (l)(A) or (l)(B) of this subsection (b), the City, with the consent of the
hereof to Bond Registrar, may select a successor securities depository in accordance with Sectinn 21 1 (c)
effect book-entry transfers. In such event, all references to the Securities Depository herein shall relate
to the period of time when the Securities Depository has possession of at least one Bond. Upon the
issuance of Replacement Bonds, all references herein to obligations imposed upon or to be performed by
the Securities Depository shall be deemed to be imposed upon and performed by the Bond Registrar, to
the extent applicable with respect to such Replacement Bonds. If the Secmties Depository resigns and
the City, the Bond Registrar or Owners are unable to locate a qualified successor of the Securities
Depository in accordance with Samn 3.1 1 (c) hereof, then the Bond Registrar shall authenticate and
cause delivery of Replacement Bonds to Owners, as provided herein. The Bond Registrar may rely on
information from the Securities Depository and its Participants as to the names of the beneficial owners
of the Bonds. The cost of printing, registration, authentication and delivery of Replacement Bonds shall
be paid for by the City.
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(c) In the event the Securities Depository resigns, is unable to properly discharge its
responsibilities, or is no longer qualified to act as a securihes depository and registered clearing agency
under the Securities Exchange Act of 1934, as amended, the City may appoint a successor Securities
Depository provided the Bond Registrar receives written evidence satisfactory to the Bond Registrar with
respect to the ability of the successor Securities Depository to discharge its responsibilities. Any such
successor Securities Depository shall be a securities depository which is a registered clearing agency
under the Securities and Exchange Act of 1934, as amended, or other applicable statute or regulation that
operates a securities depository upon reasonable and customary terms. The Bond Registrar upon its
receipt of a Bond or Bonds for cancellation shall cause the delivery of Bonds to the successor Securities
Depository in appropriate denominations and form as provided herein.
(d) The execution and delivery of a Representation Letter to DTC by the Mayor is hereby
authorized and approved.
i. The Mayor is hereby authorized to
enter into the Bond Purchase Agreement between the City and the Original Purchaser in substantially the
form submitted to the governing body concurrently with the adoption of the Resolution, under which the
City agrees to sell the Bonds to the Original Purchaser upon the terms and conditions set forth therein
and with such changes therein as shall be approved by the Mayor, and the Mayor is hereby authorized to
execute the Bond Purchase Agreement for and on behalf of the City, the Mayor's signature thereon being
conclusive evidence of his or her approval thereof.
REDEMPTION OF THE BONDS
TI 301. -. At the option of the City, Bonds maturing on
October 1,2010 and thereafter may be called for redemption and payment prior to maturity on October 1,
2009, and thereafter in whole at any time or in part (the matunties and principal amounts of Bonds of
each maturity to be redeemed will be determined by the City) on any interest payment date, at the
redemption price of 100% (expressed as a percentage of the pnncipal amount), plus accrued interest
thereon to the date of redemption.
303. Selection of Rmdq to he Tbxkmml. The Bonds shall be redeemed only in the
principal amount of $5,000 or any integral multiple thereof. Bonds of less than a full maturity to be
redeemed and paid prior to maturity shall be selected in such manner as the Bond Registrar acting on
behalf of the City shall determine.
In the case of a partial redemption of Bonds by lot when Bonds of denominations greater than
$5,000 are then Outstanding, then for all purposes in connection with such redemption each $5,000 of
face value shall be treated as though it were a separate Bond of the denomination of $5,000. If it is
determined that one or more, but not all, of the $5,000 units of face value represented by any Bond is
selected for redemption, then upon notice of intention to redeem such $5,000 unit or units, the Owner or
the Owner's duly authorized agent shall forthwith present and surrender such Bond to the Bond Registrar:
(i) for payment of the redemption price (including the redemption, if any, and interest to the date fixed
for redemption) of the $5,000 unit or units of face value called for redemption; and (ii) for exchange,
without charge to the Owner thereof, for a new Bond(s) of the aggregate principal amount of the
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f unredeemed portion of the principal amount of such Bond. If the Owner of any Bond of a denomination
greater than $5,000 shall fail to present such Bond as aforesaid, such Bond shall, nevertheless, become
due and payable on the redemption date to the extent of the amount called for redemption.
on 701. Notice of Tidem@n. In the event the City desires to call the Bonds for
redemption prior to maturity, written notice of such intent shall be provlded in accordance with K.S.A.
10-129, as amended. Unless waived by any Owner of Bonds to be redeemed, if the City shall call any
Bonds for redemption and payment pnor to the maturity thereof, the City or the Bond Registrar and
Paying Agent on behalf of the City shall give written notice of its intention to call and pay said Bonds on
a specified date, the same being described by maturity, said nohce to be mailed by United States first
class mail addressed to the Owners of said Bonds, such notice to be mailed not less than 30 days prior to
the date fixed for redemption. The City and Bond Registrar shall also give such additional notice as may
be required by State law in effect as of the date of such notice.
All official notices of redemption shall be dated and shall state (1) the redemption date, (2) the
redemption price, (3) if less than all Outstanding Bonds are to be redeemed, the identification (and, in the
case of partial redemption, the respective principal amounts) of the Bonds to be redeemed, (4) that on the
redemption date the redemption price will become due and payable upon each such Bond or portion
-thereof called for redemption, and that interest thereon shall cease to accrue fiom and after said date, and
(5) the place where such Bonds are to be surrendered for payment of the redemption price, which place
of payment shall be the principal office of the Paying Agent.
hor to any redemption date, the City shall deposit with the Payng Agent an amount of money
sufficient to pay the redemption price of all the Bonds or portions of Bonds which are to be redeemed on
that date. Upon surrender of such Bonds for redemption in accordance mth said notice, such Bonds shall
be paid by the Paying Agent at the redemption price. Installments of interest due on or prior to the
redemption date shall be payable as herein provided for payment of interest. Upon surrender for any
partial redemphon of any Bond, there shall be prepared for the Registered Owner a new Bond or Bonds
of the same matunty in the amount of the unpaid principal. All Bonds which have been redeemed shall
be cancelled and destroyed by the Paying Agent and shall not be reissued.
For so long as the Securities Depository is effecting book-entry transfers of the Bonds, the Bond
Registrar shall prowde the notices specified in this Section to the Secunties Depository. It is expected
that the Securities Depository shall, in turn, notify its Participants and that the Participants, in turn, will
nohfy or cause to be notified the beneficial owners. Any failure on the part of the Securities Depository
or a Participant, or failure on the part of a nominee of a beneficial owner of a Bond (hawng been mailed
notice from the Bond Registrar, the Securities Depository, a Participant or otherwise) to notify the
beneficial owner of the Bond so affected, shall not affect the validity of the redemption of such Bond.
Sectlnn. fnr Rdemphm . Whenever any Bond is called for redemption and
payment as provided in this Article, all interest on such Bond shall cease fiom and after the date for
which such call is made, provided funds are available for its payment at the pnce specified above.
-
ESTABLISHMENT OF FUNDS AND ACCOUNTS
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i of Funds-. Simultaneously with the issuance of the Bonds,
there shall be created within the Treasury of the City the following finds and accounts:
(a) Principal and Interest Account for Salina, Kansas, General Obligation Water and
Sewage System Refunding Bonds, Series 2002-A; and
(b) Cost of Issuance Account for Salina, Kansas, General Obligation Water and
Sewage System Refunding Bonds, Series 2002-A; and
(c) Rebate Fund for Salina, Kansas, General Obligahon Water and Sewage System
Refunding Bonds, Series 2002-A.
of F-. The funds and accounts established herein
shall be administered in accordance with the provisions of the Resolution so long as the Bonds are
outstanding.
APPLICATION
OF BOND PROCEEDS
d Prod. The proceeds of the Bonds, upon issuance and
delivery thereof, shall be deposited as follows:
(a) In the Principal and Interest Account, a sum equal
to the accrued interest on the
Bonds.
(b) In the Costs of Issuance Fund, a sum from the proceeds of the Bonds sufficient
to pay Costs of Issuance.
(c) To the paying agent for the Refimded Bonds, the remaining proceeds of the
Bonds, a sum from the City's Principal and Interest Account for Combined Water and Sewage
System Improvement Revenue Bonds, Series 1993-A and a sum from the Reserve Account for
Combined Water and Sewage System Improvement Revenue Bonds, Series 1993-A which,
together with the earnings to accrue on such moneys, will be sufficient for the payment of the
principal of and interest on the Refunded Bonds. Pursuant to instructions to be given to the
paying agent for the Refunded Bonds, all or a portion of such funds will be used to purchase
United States government obligations becoming due on or before April 1, 2002, the date on
whch all remaining principal and interest on the Refunded Bonds w11 become due and payable.
5LxhmxQ. L . Moneys in the Costs of Issuance
Account shall be used
to pay the Costs of Issuance. Any funds remaining in the Costs of Issuance
Account after payment of all Costs of Issuance, but
not later than 90 days after the issuance of the Bonds,
shall be transferred to the Principal and Interest Account and used to pay a portion of the first principal
and interest due on the Bonds.
n of RefundebBnnds. The followmg portions of the Refunded Bonds
are hereby called for redemption and payment prior to maturity as follows:
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Principal Redemption Price
Redemption Amount Maturities (“A of Principal
Series Date Redeemed Redeemed AmnunO
1993-A 04/1/02 $2,295,000 * 10/1/02 through 10/1/13 100%
In accordance with the requirements of the resolution of the City authorizing the issuance of the
Refunded Bonds, the Mayor, City Clerk and other officials of the City are hereby directed to cause notice
of the call for redemption and payment of the Refunded Bonds to be gwen in the manner provided in
such resolution and the Act. The Mayor, City Clerk and other officials of the City are hereby authorized
and directed to take such other action as may be necessary in order to effect the redemption and payment
of the Refunded Bonds as herein provided.
PAYMENT OF THE BONDS
601. .. .. of Mays in the 7 . All amounts paid and
credited to the Principal and Interest Account shall be expended and used by the City for the sole purpose
of paying the principal
of, premium, if any, and interest on the Bonds as and when the same become due
and paying the usual and customary fees and expenses of the Paying Agent.
m. The Treasurer is hereby authorized and
directed to withdraw from the Principal and Interest Account and forward to the Paying Agent sums
sufficient to pay both principal of and premium, if any, and interest on the Bonds as and when the same
become due, and also to pay the charges made by the Paying Agent for acting in such capacity in the
payment of principal and interest on the Bonds, and said charges shall be forwarded to the Paying Agent
over and above the amount of the principal of, premium, if any, and interest on the Bonds. If, through the
lapse of time, or otherwise, the Owners of Bonds shall no longer be entitled to enforce payment of their
obligations, it shall be the duty of the Paying Agent forthwith to return said funds to the City. All moneys
deposited with the Paying Agent shall be deemed to be deposited in accordance with and subject to all of
the prowsions contained in the Resolution.
.. in -. Any moneys or investments remaining
in the Principal and Interest Account after the retirement of the indebtedness for which the Bonds were
issued shall be transferred and paid into the Bond and Interest Fund of the City.
DEPOSITS AND INVESTMENT OF FUNDS
70L. R~DSLLS. Cash moneys in each of the funds and accounts created by this
Resolution shall be deposited in a bank or banks or federal or state chartered savings and loan
association(s), as permitted by Kansas law, and all such deposits shall be adequately secured by the bank
or banks or sawngs and loan associations holding such deposits in accordance with State law.
-1 1-
nn 703. Tnvestment8. Moneys held in the hnds and accounts herein created by this
Resolution in conjunction with the issuance of the Bonds may be invested by the City in Authorized
Investments, or in other investments allowed by State law in the amounts and maturing at such times as
shall reasonably provide for moneys to be available when required in said accounts or funds; provided,
however, that no such investment shall be made for a period extending longer than to the date when the
moneys invested may be needed for the purpose for which the fund or account was created. All interest
on any Authorized Investment held in any fimd or account shall (except amounts required to be deposited
into the Rebate Fund in accordance with the Arbitrage Instructions) accrue to and become a part of such
fund or account. In determining the amount held in any fund or account under the provlsions of the
Resolution, Authorized Investments shall be valued at their principal par value or at their then market
value, whichever is lower.
(a) There shall be deposited in the Rebate Fund such amounts as are requlred to be deposited
therein pursuant to the Arbitrage Instructions. Subject to the payment provisions provided in subsection
(b) below, all money in the Rebate Fund shall be held in trust, to the extent required to pay arbitrage
rebate to the United States, and neither the City nor the Owner of any Bond shall have any rights in or
claim to such money. All amounts in the Rebate Fund shall be governed by this Section and by the
Arbitrage Instructions (which are incorporated herein by reference).
(b) Pursuant to the Arbitrage Instructions, the City shall pay rebate installments and the final
rebate payments to the United States. Any moneys remaining in the Rebate Fund after redemption and
payment of all
of the Bonds and payment and satisfaction of any rebate amounts, or provision made
therefor, shall be withdrawn and released to the City.
(c) Notwithstanding any other prowsion of the Resolution, including in particular this
Article, the obligation to remit rebatable arbitrage to the United States and to comply with all other
requirements of this Section, the preceding Section and the Arbitrage Instructions shall survive the
defeasance or payment in full of the Bonds.
DEFAULT AND REMEDIES
ROC. Remedies. The prowsions of the Resoluhon, including the covenants and
agreements herein contained, shall constitute a contract between the City and the Owners of the Bonds.
The Owner or Owners of any of the Bonds at the time Outstanding shall have the right for the equal
benefit and protection of all Owners of Bonds similarly situated:
(a) by mandamus or other suit, action or proceedings at law or in equity to enforce
the rights of such Owner or Owners against the City and its officers, agents and employees, and
to require and compel duties and obligations required by the provisions of the Resolution or by
the Constitution and laws of the State;
(b) by suit, action or other proceedings in equity or at law to require the City, its
officers, agents and employees to account as if they were the trustees of an express trust; and
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(c) by suit, action or other proceedings in equity or at law to enjoin any acts or
things which may be unlawful or in violahon of the rights of the Owners of the Bonds.
on m. The covenants and agreements of the City
contained herein and in the Bonds shall be for the equal benefit, protection, and security of the Owners of
any or all of the Bonds, all of which Bonds shall be of equal rank and without preference or priority of
one Bond over any other Bond in the application of the funds herein pledged to the payment of the
principal of and the interest on the Bonds, or otherwise, except as to rate of interest, date of maturity and
right of prior redemption as provided in the Resolution. No one or more Bondowners secured hereby
shall have any right in any manner whatever by his or their action to affect, disturb or prejudice the
security granted and provided for herein, or to enforce any right hereunder, except in the manner herein
provided, and all proceedings at law or in equity shall be instituted, had and maintained for the equal
benefit of all Owners of such Outstanding Bonds.
-.v . No remedy conferred herein upon the Bondowners is
intended to be exclusive of any other remedy, but each such remedy shall be cumulative and in addition
to every other remedy and may be exercised without exhausting and without regard to any other remedy
conferred herein. No waiver of any default or breach of duty or contract by the Owner of any Bond shall
extend to or affect any subsequent default or breach of duty or contract or shall impair any rights or
remedies thereon. No delay or omission of any Bondowner to exercise any right or power accruing upon
any default shall impair any such right or power or shall be construed to be a waiver of any such default
or acquiescence therein. Every substantive right and every remedy conferred upon the Owners of the
Bonds by the Resolution may be enforced and exercised from time to time and as often as may be
deemed expedient. In case any suit, action or proceedings taken by any Bondowner on account of any
default or to enforce any right or exercise any remedy shall have been discontinued or abandoned for any
reason, or shall have been determined adversely to such Bondowner, then, and in every such case, the
City and the Owners of the Bonds shall be restored to their former positions and rights hereunder,
respectively, and all rights, remedies, powers and duties of the Bondowners shall continue as if no such
suit, action or other proceedings had been brought or taken.
AMENDMENTS
n 90L. Amendments. Except as set forth herein, the provlsions of the Bonds and the
provisions of the Resolution may be modified or amended at any time by the City with the written
consent of the Owners of not less than seventy-five per cent (75%) in aggregate principal amount of the
Bonds herein authorized at the time Outstanding; provided, however, that no such modification or
amendment shall permit or be construed as permitting: (a) the extension of the maturity of the principal
of any of the Bonds, or the extension of the maturity of any interest on any of the Bonds, or (b) a
reduction in the principal amount of any of the Bonds or the rate of interest thereon, or (c) a reduction in
the aggregate pnncipal amount of the Bonds; the consent of 100% of the Owners of which is required for
any such amendment or modification. The City may from time to time, without the consent of or notice
to any of the Owners, provide for amendment to the Bonds or the Resolution, for any one or more of the
following purposes:
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/
(a) To cure any ambiguity or formal defect or omission in the Resolution or to make
any other change not prejudicial to the Owners;
(b) To grant to or confer upon the Owners any additional nghts, remedies, powers or
authority that may lawfully be granted to or conferred upon the Owners;
(c) To more precisely identify the Improvements.
(d) To conform the Resolution to the Code or future applicable federal law
concerning tax-exempt obligations.
907.. ’ nts- Every amendment or modification of a
provision of the Bonds or of the Resolution to which the written consent of the Owners is given as above
provided shall be expressed in a resolution of the City amending or supplementing the provisions of the
Resolution and shall be deemed to be a part of the Resolution. It shall not be necessary to note on any of
the Outstanding Bonds any reference to such amendment or modification, if any. A certified copy of
every such amendatory or supplemental resolution, if any, and a certified copy of the Resolution shall
always be kept on file in the Office of the City Clerk and shall be made available for inspection by the
Owners of any Bond or prospective purchaser or Owners of any Bond authorized by the Resolution, and
upon payment of the reasonable cost of preparing the same, a certified copy of any such amendatory or
supplemental resoluhon or of the Resolution will be sent by the City Clerk to any such Owner or
prospective Owner.
DEFEASANCE
1OOL. lkkasmx. When all or any part of the Bonds or scheduled interest payments
thereon shall have been paid and discharged, then the requirements contained herein and the pledge of
revenues made hereunder and all other rights granted hereby shall ternate with respect to the Bonds or
scheduled interest payments thereon so paid and discharged. Bonds or scheduled interest payments
thereon shall be deemed to have been paid and discharged within the meaning of the Resolution if there
shall have been deposited with the Paying Agent or a bank located in the State and having full trust
powers, at or prior to the maturity or redemption date of the Bonds or the interest payments thereon, in
trust for and irrevocably appropriated thereto, moneys andor direct obligations of, or obligations the
principal of and interest on which are guaranteed by, the United States of America, which, together with
the interest to be earned on such investments, will be sufficient for the payment of the principal of the
Bonds, the redemption premium thereon, if any there be, andor interest to accrue to the date of maturity
or redemption, as the case may be, or if default in such payment shall have occurred on such date, then to
the date of the tender of such payments, provided always that if any such Bonds shall be redeemed prior
to the matunty thereof, the City shall have elected to redeem such Bonds and notice of such redemption
shall have been given or the City shall have given irrevocable instructions, or shall have provided for an
escrow agent to give irrevocable instructions, to the Paying Agent to redeem such Bonds. Any moneys
and/or investments which at any time shall be deposited with the Paying Agent or said bank in the State
by or on behalf of the City, for the purpose of paying and dischargmg any of the Bonds shall be and are
hereby assigned, transferred and set over to the Paying Agent or such bank in the State in trust for the
respective Owners of the Bonds, and such moneys shall be and are hereby irrevocably appropriated to the
payment and discharge thereof. All moneys and/or investments deposited with the Payng Agent or said
-14-
bank in the State shall be deemed to be deposited in accordance with and subject to all of the provisions
contained in the Resolution.
CONTINUING DISCLOSURE REQUIREMENTS
ion 1101. -re . The City hereby elects that the Continuing Disclosure
Instructions shall apply to the Bonds. The City hereby covenants with the Original Purchaser and the
Beneficial Owners (as defined 111 the Continuing Disclosure Instructions) to provide and disseminate such
information as is required by Rule 15c2-12 (as defined in the Continuing Disclosure Instructions) and as
Mer set forth in the Continuing Disclosure Instructions. Such covenant shall be for the benefit of and
enforceable by the Original Purchaser and such Beneficial Owners.
In the event the City fails to comply in
a timely manner with its covenants contained in the preceding sentences, the Original Purchaser andor any
such Beneficial Owner may make demand for such compliance by written notice to the City. In the event
the City does not remedy such noncompliance within 10 days of receipt of such written notice, the Original
Purchaser or any such Beneficial Owner may in its discretion, without notice or demand, proceed to enforce
compliance by a suit or suits in equity for the specific performance of such covenant or agreement contained
in the preceding section or for the enforcement of any other appropriate legal or equitable remedy as the
Original Purchaser and/or any such Beneficial Owner shall deem effectual to protect and enforce any of the
duties
of the City under such preceding section, but such noncompliance shall not constitute a default or
event of default under this Resolution.
MISCELLANEOUS PROVISIONS
Offifi. The City hereby approves
the form and content of the Preliminary Official Statement prepared in the initial offering and sale of the
Bonds. The Preliminary Official Statement is "deemed final" by the City except for the omission of
certain information as provided in Securities and Exchange Commission Rule 15~2-12. The City hereby
approves the form and content of any addenda, supplement, or amendment thereto utilized to prepare a
final Official Statement. The Official Statement is "deemed final" by the City in accordance with the
provisions of Securities and Exchange Commission Rule 15c2-12. The use of such Official Statement in
the reoffering of the Bonds by the Original Purchaser is hereby approved and authorized. The proper
officials of the City are hereby authonzed to execute and deliver a certificate pertaining to such Official
Statement as prescribed therein, dated as of the date of payment for and delivery of the Bonds.
1707. Rehate. The City agrees to pay from time to time all amounts required
to be rebated to the United States pursuant to Section 148(f) of the Code and any applicable Treasury
Regulations. This covenant shall sumve payment in full or defeasance of the Bonds from time to time.
Sever;lhllltv. In case any one or more of the provisions of the Resolution or of the
Bonds issued hereunder shall for any reason be held to be illegal or invalid, such illegality or invalidity
shall not affect any other provision of the Resolution, or of the Bonds appertaining thereto, but the
Resolution and the Bonds shall be construed and enforced as if such illegal or invalid provision had not
been contained herein. In case any covenant, stipulation, obligation or agreement contained in the Bonds
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or in the Resolution shall for any reason be held to be in violation of law, then such covenant, stipulation,
obligation or agreement shall be deemed to be the covenant, stipulation, obligation or agreement of the
City to the full extent permitted by law.
1304. mr A1ithm.Q. The Mayor, City Clerk and other officials of the City are
authorized and directed to execute any and
all documents and take such actions as they may deem
necessary or advisable in order to carry out and perform the purposes of the Resolution to make
alterations, changes or additions in the foregoing agreements, statements, instruments and other
documents herein approved, authorized and confinned which they may approve and the execution or
taking of such action shall be conclusive evidence of such necessity or advisability.
Gmmmghx The Resolution and the Bonds shall be governed exclusively by
and construed in accordance with the applicable laws of the State.
we Date. This Resolution shall take effect and be in full force from and
after its adoption by the governing body of the City.
ADOPTED by the governing body of the City on January 14,2002.
City Clerk
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(Form of Bond)
EXCEPT AS OTHERWISE PROVIDED IN THE RESOLUTION (DESCRIBED
HEREIN), THIS GLOBAL BOND MAY BE TRANSFERRED, IN WHOLE BUT
NOT IN PART, ONLY TO ANOTHER NOMINEE OF THE SECURITIES
DEPOSITORY (DESCRIBED HEREIN) OR TO A SUCCESSOR SECURITIES
DEPOSITORY OR TO A NOMINEE OF A SUCCESSOR SECURITIES
DEPOSITORY.
REGISTERED
NUMBER
REGISTERED
.g
UNITED STATES OF AMERICA
STATE OF KANSAS
COUNTY OF SALINE
CITY OF SALINA
GENEFL4L OBLIGATION WATER AND SEWAGE SYSTEM REFUNDING BOND
SERIES 2002-A
Interest Maturity
Rate: -% Date: -
Dated
Date: January 15,2002
CUSP:
REGISTERED OWNER:
PRINCIPA1;AMOuNT:
KNOW ALL PERSONS BY THESE PRESENTS: That the City of Salina, in the County of
Saline, State of Kansas (the "City"), for value received, hereby acknowledges itself to be indebted and
promises to pay to the registered owner identified above, or registered assigns, as of the Record Dates as
hereinafter provided on the Maturity Date identified above, the Principal Amount identified above, and in
like manner to pay interest on such Principal Amount from the Dated Date shown above or from the most
recent interest payment date to whch interest has been paid or duly provided for at the rate of interest per
annum set forth above (computed on the basis of a 360-day year of twelve 30-day months), semiannually
on April 1 and October 1 of each year, commencing October 1,2002 (the "Interest Payment Dates"), until
the Principal Amount is paid, unless this Bond shall have been previously called for redemption and
payment as hereinafter set forth.
The principal of, premium, if any, and interest on this Bond shall be payable by the Treasurer of
the state of Kansas, Topeka, Kansas (the "Paying Agent" and "Bond Registrar"). The principal of and
any premium on this Bond shall be payable to the registered owner hereof upon presentation of this Bond
at the maturity or redemption date to the Paying Agent for payment and cancellation. The interest
payable on this Bond on any interest payment date shall be paid to the person in whose name this Bond is
registered on the Bond Register at the close of business on the fifteenth day of the month preceding the
interest payment date (the "Record Date") for such interest (a) by check or draft mailed by the Paying
Agent to such Registered Owner at the address shown on the Bond Register or at such other address as is
R- 1
i'
\
furnished to the Paying Agent in writing by such Registered Owner or (b) in the case of an interest
payment to any Registered Owner of $500,000 or more in aggregate principal amount of Bonds, by
electronic transfer to such Registered Owner upon written notice given to the Paying Agent by such
Registered Owner not less than 15 days pnor to the Record Date for such interest, containing the
electronic transfer instructions including the bank (which shall be in the continental United States),
address, ABA routing number and account number to which such Registered Owner wishes to have such
transfer directed. The principal, premium, if any, and interest on the Bonds shall be payable
in any coin
or currency which, on the respective dates of payment thereof, is legal tender for the payment of debts
due the United States of America. The Bonds constitute general obligations of the City payable as to
both principal and interest from ad valorem taxes which may be levied without limitation as to rate or
amount upon all the taxable tangible property, real and personal, within the territorial limts of the City.
The full faith, credit and resources of the City are irrevocably pledged for the payment of the principal of
and interest on this Bond and the issue of which it is a part as the same respectively become due.
This Bond is one of an authorized series of Bonds of the City designated "General Obligation
Water and Sewage System Refunding Bonds, Series 2002-A," in an aggregate principal amount
of
$2,045,000 (the "Bonds") issued for the purposes set forth in the Ordinance of the City authonzing the
issuance of the Bonds and the Resolution of the City prescribing the form and details of the Bonds
(jointly, the "Resolution"). The Bonds are issued by the authority of and in full compliance with the
provisions, restrictions and limitations of the Constitution and laws of the state of Kansas, including,
without limitation, K.S.A. 10-101 et seq. and 10427 et seq., Article 12, 5 5 of the Constitution of the
State of Kansas and Charter Ordinance No. 28 of the City.
At the option of the City, Bonds maturing on October 1, 2010 and thereafter, may be called for
redemption and payment prior to maturity on October 1, 2009, and thereafter in whole at any time or in
part (the maturities and principal amounts of Bonds of each maturity to be redeemed will be determined
by the City) on any interest payment date, at the redemption price of 100% (expressed as a percentage of
the principal amount), plus accrued interest thereon to the date of redemption.
Unless waived by any owner of the Bonds to be redeemed, if the City elects to call any Bonds for
redemption and payment prior to maturity, the City or the Bond Registrar and Paying Agent on behalf of
the City shall give written notice of its intention to call and pay such Bonds on a specified date, the same
being descnbed by maturity, such notice to be mailed by United States first class mail addressed to the
Owners of the Bonds not less than 30 days prior to the date fmed for redemption. All Bonds so called for
redemption and payment shall cease to bear interest from the date for whrch such call is made, provided
funds are available for the payment of such Bonds at the price specified above.
The Bonds are being issued by means of a book-enby system wth no physical distribution of
bond certificates to be made except as provided in the Resolution. One Bond certificate with respect to
each date on which the Bonds are stated to mature, registered in the nominee name of the Securities
Depository, is being issued and required to be deposited with the Securities Depository and immobilized
in its custody. The book-entry system will evidence positions held in the Bonds by the Securities
Depository's participants, beneficial ownership of the Bonds in authorized denominations being
evidenced in the records of such participants. Trzhsfers of ownership shall be effected on the records of
the Securities Depository and its participants pursuant to rules and procedures established by the
Securities Depository and its parhcipants. The City, the Bond Regstrar and the Paying Agent will
recognize the Securities Depository nominee, while the registered owner of this Bond, as the owner of
this Bond for all purposes, including (i) payments of principal of, and redemption premium, if any, and
interest on, this Bond, (ii) notices and (iii) voting. Transfers of principal, interest and any redemption
i premium payments to participants of the Securities Depository, and transfers of principal, interest and
any redemption premium payments to beneficial owners of the Bonds by participants of the Securities
Depository will be the responsibility of such participants and other nominees of such beneficial owners.
The City, the Bond Registrar and the Paying Agent will not be responsible or liable for such transfers of
payments or for maintaining, supervising or reviewing the records maintained by the Securities
Depository, the Securities Depository nominee, its participants or persons achng through such
participants. While the Securities Depository nominee is the owner of this Bond, notwithstanding the
provlsion hereinabove contained, payments of principal of and interest on this Bond shall be made in
accordance with existing arrangements among the City, the Bond Registrar and the Securities Depository.
EXCEPT AS OTHERWISE PROVIDED IN THE RESOLUTION, THIS GLOBAL BOND MAY
BE TRANSFERRED, IN WHOLE BUT NOT IN PART, ONLY TO ANOTHER NOMINEE OF THE
SECURITIES DEPOSITORY OR TO A SUCCESSOR SECURITIES DEPOSITORY OR TO A
NOMINEE OF A SUCCESSOR SECURITIES DEPOSITORY. The Bonds are issued in fully registered
form in the denomination of $5,000 or any integral multiple thereof. This Bond may be exchanged at the
ofice of the Bond Registrar for a like aggregate principal amount of Bonds of the same maturity of other
authorized denominations upon the terms provided in the Resolution.
The City and the Bond Registrar may deem and treat the registered owner hereof as the absolute
owner hereof for purposes of receiving payment of or on account
of principal hereof and interest due
hereon and for all other purposes and neither the City nor the Bond Registrar shall be affected by any
notice to the contrary.
This Bond is transferable by the registered owner hereof in person or by the registered owner's
agent duly authonzed in writmg, at the office of the Bond Registrar, but only in the manner, subject to the
limitations and upon payment of the charges provided in the Resolution and upon surrender and
cancellation of this Bond. The City shall pay all costs incurred in connection with the issuance, payment
and initial registration of the Bonds and the cost of a reasonable supply of bond blanks.
The City and the Bond Registrar shall not be required to issue, register, transfer or exchange any
Bonds during a period beginning on the day following the Record Date preceding any Interest Payment
Date and ending at the close of business on the Interest Payment Date or Bonds which have been called
for redemption in accordance with Article lII of the Resolution.
IT IS HEREBY DECLARED AND CERTIFIED that all acts, conditions, and things required to
be done and to exist precedent to and in the issuance of this Bond have been properly done and
performed and do exist in due and regular form and manner as required by the Constitution and laws of
the state of Kansas, and that the total indebtedness of the City, including this series of bonds, does not
exceed any constitutional or statutory limitation.
This Bond shall not be valid or become obligatory for any purpose until the Certificate of
Authentication and Registration hereon shall have been lawfully executed by the Bond Registrar.
IN WITNESS WHEREOF, the City has caused this Bond to be executed by the manual or
facsimile signature of its Mayor and attested by the manual or facsimile signature of its City Clerk, and
its corporate seal to be affixed hereto or imprinted hereon, and this Bond to be dated the Dated Date
shown above.
(Facsimile Seal)
A'ITEST:
(faxmile) .. BY
City Clerk
CITY OF SALINA, KANSAS
(fwile)
Mayor
..
Rd
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This Bond is one of a series of General Obligation Water and Sewage System Refunding Bonds,
Series 2002-A, of the City of Salina, Kansas, described in the within-mentioned Resolution.
Registration Date
Office
of the State Treasurer,
as
Bond Registrar and Paying Agent
Topeka, Kansas
By:
Registration Number: 0322-085-01 1502-307
R-5
FOR VALUE RECEIVED, the undersigned do(es) hereby sell, assign and transfer to
(Name and Address)
(Social Security or Taxpayer Identification No.)
the Bond to which this assignment is affixed in the outstanding principal amount of $ >
standing in the name of the undersigned on the books of the Bond Regstrar. The undersigned do(es)
hereby irrevocably constitute and appoint as agent to transfer said Bond on
the books of said Bond Registrar with full power of substitution in the premises. Dated
Name
Social Security or Taxpayer Identification No.
Signature
(Sign here exactly as name(s)
appear on the face of Certificate)
Signature guarantee:
BY
[Name of Eligble Guarantor Institution as defined
by SEC Rule 17ad-15 (12CFR 240.17 Ad-15) or
any similar rule which the Bond Registrar deems
applicable]
STATE OF KANSAS 1
COUNTY OF SALINE 1
) ss.
I, the undersigned, City Clerk of Salina, Kansas, hereby certify that the withm Bond has been
duly registered in my office according to law as of August 3, 1998.
WITNESS my hand and official seal.
(Facsimile Seal) (facsimile)
City Clerk
TCATE OF STATE TREASlJRFE
OFFICE OF THE TREASURER, STATE OF KANSAS
I,
TIM SHALLENBURGER, Treasurer of the State of Kansas, do hereby certify that a transcript
of the proceedings leading up to the issuance of this Bond has been filed in my office, and that this Bond
was registered in my office according to law on
WITNESS my hand and official seal.
(Facsimile Seal) (facstmllP) ..
Treasurer of the State of Kansas
R-7
LEGAL OPINION
I, the undersigned, City Clerk of the City of Salina, Kansas, hereby certify that the following is a
true and correct copy of the approving legal opinion of Gilmore & Bell, a Professional Corporation,
Attorneys at Law, Kansas City, Missouri, on the within Bond and the series of which it is a part, except
that it omits the date of such opinion; that the opinion was manually executed and was dated and issued
as of the date of delivery of and payment for the Bonds and is on file in my office.
(facslmlle’l
City Clerk
.. BY
(PRINTED LEGAL OPINION)
R-R
EXHIBIT B
CONTINUING DISCLOSURE INSTRUCTIONS
.. sEfxKNL. 1 These Continuing Disclosure
Instructions (the Instructions”) are being executed and delivered by
the City for the benefit of the
beneficial owners of any series of the Bonds and in order to assist the Participating Underwriters in
complying with Rule 15~2-12 (defined below). These Instructions are to govern the continuing
disclosure obligations of the City with respect to the City’s General Obligation Internal Improvement
Bonds, series 1996-A dated as of June 1, 1996 (the “1996 Bonds”) and any additional series of Bonds
that the City hereafter elects to make subject to these Instructions.
.. sEcmQFu- Unless otherwise defined in the Instructions, the following
capitalized terms shall have the following meanings for purposes of the Instructions:
“Beneficial owner” means any regstered owner of the Bonds and any other person who, directly
or indirectly, has investment power with respect to any of the Bonds.
“Bond Counsel” means the firm of Gilmore & Bell, P.C., or any other attorney or fm of
attorneys with a nationally recognized standing in the field of municipal bond financing selected by the
City.
“Bonds” means the 1996 Bonds and any additional series of bonds, notes or other municipal
obligations of the City that the City elects at the time of issuance to have subject to the Instructions for
the purpose of constituting the undertaking of the City to provide continuing disclosure pursuant to Rule
15~2-12.
“City” means the City of Salina, Kansas.
“MSRB” means the Municipal Securities Rulemaking Board.
“NRMSIR” means any information repository recognized by the Secunties and Exchange
Commission as a nationally recognized municipal securities information repository under Rule 15c2- 12.
“Participating Underwriter” means any of the original underwriters of the 1996 Bonds and any
future series of Bonds required to comply with Rule 15~2-12 in connection with the offering of any series
of Bonds.
“Rule 15c2-12” means Rule 15~2-12 adopted by the Securities and Exchange Commission under
the Securities Exchange Act of 1934, as the same may be amended
from time to time.
“SID” means any public or private information depository, if any designated by the State of
Kansas and the Securities and Exchange Commission as such for purposes of Rule 15~2-12.
(a) Within 180 days after the close of each fiscal year, the City shall furnish to each
NRMSIR and to the SID, if any (i) a copy of the financial statements of the City prepared in accordance
with generally accepted accounting principles and audited by its independent auditors (or if not available
R- 1
as of such date, the unaudited financial statements of the City and as soon thereafter as available such
audited financial statements of the City), and (ii) the operating data of the City, updated for the fiscal
year then ended, in substantially the scope and form contained in the Official Statement, with respect to
the 1996 Bonds in the tables under the following headings:
1. Debt Summary
2. Tax Levies
3. Assessed Valuation
4. Estimated Actual Valuation
5. Tax Collections
6. Largest Taxpayers
(b) Any or all of the financial information or operating data required by this Sechn3 may
be incorporated
by reference from other documents, including official statements of debt issues with
respect to the City that have been filed with each NRMSIR or the Securities and Exchange Commission,
and in the case of a final official statement, that is available from the MSFU3. The City shall clearly
identify in each annual report filed under this Section 3 each document incorporated by reference and the
source from which it is available.
(a) The City shall disseminate to the SID, if any, and to each NRMSIR or to the MSRB,
promptly upon the occurrence thereof notice of any of the following events with respect to each series of
the Bonds, if material:
(i) Any principal or interest payment delinquencies;
(ii) Any non-payment related defaults;
(iii) Any unscheduled draws on debt service reserves reflecting financial difficulties;
(iv) Any unscheduled draws on credit enhancements reflecting financial difficulties;
(v) Any substitution of credit or liquidity providers, or their failure to perform;
(vi) Any adverse tax opinions or events affecting the tax-exempt status of any series
of the Bonds;
Any modifications to rights of security holders; (vii)
(viii) Any calls (other than mandatory sinking find redemptions or redemptions at
maturity);
(ix) Any defeasances;
(x) Any release, substitution or sale of property securing repayment of any series of
the Bonds; and
(xi) Any rating changes.
R-3
(b) The City shall also provide to the SID, if any, and to each NRMSIR or to the MSRB, as
promptly as practicable notice of any failure of the City to provide the NRMSIRs and the SID, if any, the
annual financial information or operating data required by Sccthn3 on or before the date specified.
.. .. SClXNL ZxmmahmofR- The City’s obligations under the
Instructions shall terminate with respect to each series of Bonds upon the defeasance, prior redemption or
payment in full of all of such series of Bonds.
SHXQWi Amendment; WaiveL
(a) The provisions of the Instructions may be amended
only by a written instrument executed by the Mayor of the City if the City receives an opinion fiom Bond
Counsel to the effect that the Instructions, as so amended, are in compliance with Rule 15~2-12 and all
current amendments thereto and interpretations thereof that are applicable to the Instructions.
(b) If an amendment is made to the Instructions, the City shall describe in the next annual
financial report submitted to the
NRMSIRs pursuant to Sechn-3 the substance of the amendment, the
reasons for such amendment and the impact of such amendment on the type of operating data or financial
information required to be provided under the Instructions.
.. sEcnmu- . Nothing in the Instructions shall be deemed to prevent
the City from disseminating any other information, or including any other information in any report or
notice made hereunder, in addition to that which is required by the Instructions. If the City chooses to
include any information in any report or notice made hereunder in addition to that which is specifically
required by the Instructions, the City shall have no obligation hereunder to update such information or
include it in any future report or notice.
sEcXmA- The provisions of the Instructions shall be subject to specific
enforcement or action in mandamus in a court of equity by any beneficial owner of any senes of the
Bonds. A breach of the provisions of this Section shall not constitute a default or event of default under
the proceedings adopted by the City authorizing any series of the Bonds.
.. tmmQwL- The Instructions are for the benefit of the City, the Participating
Underwriters and the beneficial owners of any series of the Bonds, and shall create no rights in any other
person.
.. SECKNXL Ap&ddiiy to F- of Rands . These Instructions shall apply to any
future senes of Bonds of the City that the City elects to have subject to these Instructions at the time of
issuance thereof. These Instructions shall constitute the undertaking of the City with respect to any such
future series of Bonds for the purpose of any Participating Underwriters determining compliance with
Rule 15~2-12. Nothing contained herein shall obligate the City to adopt these Instructions with respect to
any future bonds or municipal obligations issued by the City.
Dated: May 6, 1996
CITY OF SALINA, KANSAS
March 22, 2010
VIA CERTIFIED MAIL:
'l'reasurer of the State of Kansas
Landon State Office Bldg
900 Southwcst Jackson. Suite 201
Topeka, Kansas 666 12- 1 235
Depository Trust Company
Ncw York, New York
VIA FIRST CIAASS MAIL:
George K. Baum R: Co
Atin. Municipal Trading
4801 Main Strcet
Kansas City, MO
64 1 12-255 1
RE:
CONDITIONAL CALL FOR REDEMPTION
CITY OF SALINA, KANSAS
GENERALOBLIGATION WATEHANI) SEWAGE SYSTEM REFUNDING BONDS
OCTOBER 1,2010 THROUGH 2013 MATURITIES
SEKIES 2002-A, DATED JANUARY
IS, 2002
Notice IS hereby given pursuant to K.S.A. 10-129, as amended, and pursuant IO the provisions
of Article 111 of Bond Resolution No. 02-5800 (the "Bond Resolution") of City of Salina, Kansas (the
"Issuer"), that the above mentioned bonds described
in the attached Notice of Conditional Call for
Redemption (the "Called Bonds"), have been called for redemption and payment on May 15, 2010 (the
"Rcdemption Date") subject to thc Issucr's issuance
of general obligation refunding bonds on or before
the liedemption Date.
The Paying Agent is hereby requested to disseminate the attached Notice of Conditional Call for
Redemption
in accordance with K.S.A. 10-129 and the Bond Resolution. After redemption of the Called
Bonds the Paying Agent is requested to complete the attached Paying Agent's Certification and forward a
copy
of same IO the undcrsigned.
;ALIM, KANSAS
/
Rc dFr!kz, Finance Director
'I I L I I .. . . *. . . ..
. item 4 if Restricted Delivery is desired:
so that we can return the9& to you.
or on the front if space permits.
Print your name and address an the reverse
rn Attach this card to the back of the mailpiece, ,
.
__
-7oob- c 2. ArttcleNumber
PS Form 381 1, February 2004
IrransferM sem.c.9 labeg
Domestic Ret
1
U
~~ ~
D. Is delivery address different from Item 17 0 Yes
If YES, enter delivery add- below:
m Receipt :ms9502M1540 !
- . -_
NOTICE OF CONDITIONAL CALL FOR REDEMPTION
ci-ry OF SALINA, KANSAS
GENERAL OBLIGA’I’ION WATEH AND SEWAGE SYSTEM REFUNDING BONDS
OCTOBER I, 2010 THROUGH 2013 MATUHITIES
SERIES 2002-A, DATED JANUARY 15,2002
Notice is hereby given to the registered owners of the above-captioned bonds (the “Bonds”) that
pursuant to the provisions of Article 111 of Bond Resolution No. 02-5800 (the “Bond Resolution”) of City
of Salina, Kansas (the “Issuer”). that the Bonds maturing October
1, 2010, and thereafter (the “Called
Bonds”), have been called for redemption and payment on May 15, 2010 (the “Redemption Date“), at the
principal office of the ‘Treasurer of the State of Kansas, Topeka, Kansas (the “Bond Registrar and Paying
Agent”). The Called Bonds are further described as follows:
SERIAL BONDS
Maturity
Rate Par Amount CUSlP
October I, 201 I 4.25 200,000 794743 Y L2
October I, 20 IO 4.20% S I90,OOO 794743 YK4
October I, 20 12 4.35 210,000 794743 YMO
October I, 201 3 4.50 220,000 794743 YN8
On the Redemption Date there shall become due and payable, upon the presentation and
surrender of each such Called Bond, the redemption price thereof equal to 100% of the principal amount
thereof together with interest accrued to the Redemption Date. Interest shall cease to accrue on the Called
Bonds
so called for redemption from and after the Redemption Date provided such funds for redcinption
are on deposit with the Paying Agent.
The call for redemption of the Called Bonds is subject to the City’s sale and issuance of its
General Obligation Refunding Bonds to provide funds to redeem and pay the Called Bonds on or
before the Hcdcrnption Date. If the City does not issue its General Obligation Refunding Bonds on
or before the Redemption Date, this notice will be void, thc City shall have no obligation
to redeem
and pay the Callcd Bonds as dcscribcd herein and the City shall not be liable for any damages or
losscs resulting from the Called Bonds not being redeemed and paid
as described hercin.
Ncither the Issuer nor the Paying Agent shall be responsible for the selection or use of the
Said CUSlP CUSIP identification numbers shown above or printed on any of the Called Bonds.
identification numbers are included solely for the convenience of the owners of the Bonds.
Under the provisions of the Interest and Dividend -Tax Compliance Act of 1983, as amended and
codified at Section 3406(a)(l) of the Internal Revenue Code of 1986, paying agents making payments of
interest or principal on corporate sccurities or making payments of principal on municipal securities may
be obligated to withhold a 3 1 percent tax from remittances to individuals who have failcd to furnish the
Paying Agent with a valid taxpayer identification number. Registered Owners of the Bonds who wish to
avoid the imposition of the tas should submit certified taxpayer identification numbers when presenting
the Called Bonds for payment.
I
CITY OF SALINA, KANSAS
.
This Noticc of Redemption shall bc mailed by certified mail to the 'Treasurer of the State of
Kansas, Topeka, Kansas, not less than 45 days prior to the Redemption Date and to George K. Bauin &
Co., the original purchaser of the Series 2002 Bonds, not less than 30 days prior to the Redemption Date.
Notice shall also be given to certain repositories in ordcr to comply with the provisions of Rule 15~2-12
of the Securities and Exchange Commission. Noticc may also be given in accordance with guidelines set
forth in Sccuritics and Exchange Commission Release No. 34-23856, but such notice is not required by
law. The Paying Agcnt shall notify the registered owners
of the Called Bonds as provided in K.S.A. 10-
129 as amended, and the Bond Resolution.
2
Page 1 of 1
.CUSIP-C
794743
Submission ID:EA354783
04/15/2010 12:07:26
State Issuer Name
KS SALINA, KS
CONTINUING DISCLOSURE (Submission Status: Published)
EVENT FILING (CUSIP-9 Based)
Voluntary Disclosure
Other event-based disclosures: Conditional Call for Redemption Notice, dated 0411 5/2010
DOCUMENTS
13 Event Filing dated 04/15/2010 . .-
'-a GO Water and Sewage System Refunding Bonds Series 2002-A 4-15-10.pdf posted 04/15/2010
The following Issuers are associated with this Continuing Disclosure submission:
The following 4 securities have been published with this Continuing Disclosure submission:
I 794743YN8 I 10/01/2013 I
Submitter's Contact Information
Company: Gilmore & Bell, P.C.
Name: JEFFREY CATON
Address: 2405 GRAND BLVD.
City, State Zip:
Phone Number: 8162211000
Email: jcaton@gilrnorebell.com
KANSAS CITY, MO 64108
0 2009 Municipal Securities Rulemaking Board (MSRB)
http://dataport.emma.msrb.org/Submissio~SubmissionPreviewPnnt.aspx?submissionId=EA3547S3&sub ... 4/15/2010
EVENT NOTICE PURSUANT TO SEC RULE 15C2-12(B)(S)(C)
Issuer/Obligated Person: City of Salina, Kansas (the “Obligated Person”)
Issue(s) to which this Report Relates
and CUSlP Base Numbers for said Issues:
- Base
Description
- Series Dated Date Maturities CUSlP No.
2002-A January 15,2002 201 0-20 13 794 74 3 General Obligation Water and
Sewage System Refunding Bonds
Event Reported: Conditional Redemption of above-referenced Bonds on May 15,
20 IO; see attached Notice.
The information contained in this Notice has been submitted by the Obligated Person
pursuant to contractual undertakings the Obligated Person made in accordance.with SEC
Kule 15~2-12. Nothing contained in the undertaking or this Notice is, or should be construed
as, a represcntation’ by the Obligated Person that the information included in this Notice
constitutes all of the information that may be material to a decision to invest in, hold or
dispose of
any of the securities listed above, or any other securities of the Obligated Person.
For additional information, contact:
City
of Salina, Kansas
300 West Ash
Salina, Kansas
67402
Attention: Clerk
Phone
No. (785) 309-5735
Fax NO. (785) 309-5738
CITY OF SALINA, KANSAS
TRANSCRIPT CERTIFICATE
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
DATED
MAY 1,2010
SERIES 2010-A
The undersigned Mayorand Clerk of the City of Salina, Kansas (the “Issuer”), do hereby make
this certificate for inclusion in the transcript of ad as a part of the proceedings authorizing and providing
for the issuance of the above described bonds (the “Bonds”); and do hereby certify as of April 19,2010, as
follows:
1. Meaning. of Words and Terms. Capitalized words and terms used herein, unless
otherwise defined herein or the context requires otherwise, shall have the same meanings ascribed to such
words and terms in the hereinafter defined Resolution authorizing the Bonds.
2. Organization. The Issuer is a legally constituted city of the first class organized and
existing under the laws of the State of Kansas.
3. Transcript of Proceedings. The transcript of proceedings (the “Transcript”) relating to
the authorization and issuance of the Bonds
is to the best of our knowledge, information and belief full
and complete; none of such proceedings have been modified, amended or repealed, except as might be
shown in the Transcript, and the facts stated in the Transcript still exist. In each and every instance where
copies appear in the Transcript, such copies are true and correct duplicates of the original instruments now
on file with the Clerk.
4. Newspaper. The Salina Journal was the official newspaper of the Issuer at all times
during these proceedings. .
5. Meetings. All of the meetings of the governing body of the Issuer at which action was
taken as shown in the Transcript were either regular meetings or duly adjourned regular meetings or
special meetings duly called and held in accordance with law and the ordinances and rules of the Issuer.
6. Incumbency of Officers. The following named persons were and are the duly qualified
and acting officers of the Issuer at and during all the times when action was taken as indicated in the
Transcript as follows:
Mayor Aaron Peck (April 19,2010 to Present)
Luci Larson (April 13,2009 to April 19;2010)
John K. Vanier, II (April 14,2008 to April 13,2009)
Kristin M. Seaton (April 16,2001 to April 14,2003)
Vice Mayor Samantha Angel1 (April 19,2010 to Present)
Aaron Peck (April 13,2009 to April 19,2010)
Luci Larson (April 14,2008 to April 13,2009)
Commissioners Luci Larson (April 16,2007 to Present)
Aaron Peck (April 16,2007 to Present)
Samantha Angel1 (April 13,2009 to Present)
Norman Jennings (April 13,2009 to Present)
Tom Arpke (April 13,2009 to Present)
Alan Jilka (April 16,200 1 to April, 2009)
R. Abner Perney (April 19,2005 to April, 2009)
John Vanier, II (April 19,2005 to April, 2009)
Deborah Divine (April 16,2001 to April 16,2007)
Monte Shadwick (April 16,2001 to April 18,2005)
Don Heath (April 14,1997 to April 16,2001 and January
Lany Mathews (April 16,2001 to December, 2001)
Kristin Seaton (April 19, 1999 to April 14,2003)
14,2002 to April 14,2003)
City Clerk Lieu Ann (Nicola) Elsey
Deputy City Clerk Penny Day
Finance Director and
City Treasurer Rodney Franz
City Manager Jason Gage
City Attorney Greg Bengtson
7. Execution of Bonds. The Bonds have been executed with facsimile signatures; and the
facsimile signatures appearing on the face of the Bonds are facsimiles of the true and genuine signatures
of the Mayor and Clerk of the Issuer in ofice on the date the Bonds are delivered; which facsimiles are
ratified as a proper execution of said Bonds. Each signature has been duly filed in the office of the
Secretary of State of Kansas pursuant to K.S.A. 75-4001 et seq. A facsimile of the seal of the Issuer is
affixed to or imprinted on each of the Bonds and on the reverse side of each of the Bonds at the place
where the Clerk has executed by facsimile signature the Certificate of Registration; and each Bond bears a
Certificate of Registration evidencing the fact that it has been registered in the ofice of the Clerk. A true
impression of the seal is set forth adjacent to the signature of the Clerk below. The specimen bond
included in the Transcript is in the form adopted by the governing body of the Issuer for the Bonds.
.8. Authorization of Bonds. The Bonds are being issued pursuant to Ordinance No. 10-
10540 and Resolution No. 10-6726 (jointly the ccResolution”) of the Issuer for the purpose of paying a
portion of the costs of certain capital improvements (the “Improvements”). The Improvements have been
duly authorized by the Issuer pursuant to K.S.A. 12-6a01 et
seq., K.S.A. 12-1736 et seq., K.S.A. 12-2101
et seq., as amended, and all other applicable provisions of the laws of the State of Kansas. Estimates of
the cost
of the Improvements have been presented to and approved by the governing body of the Issuer,
and said estimates of cost are on file in the ofice of the Clerk, and the total principal amount of the Bonds
does not exceed the cost of the Improvements for which the Bonds are issued.
2
The Bonds are also being issued for the purpose of providing funds to refund the following bonds
of the Issuer:
Series Dated Date Years Amoutit Redernptioti Date
2002-A January 15,2002 2010 to 2013 $820,000 May 15,2010
The Bonds have been duly authorized by the Issuer pursuant to K.S.A. 10-427 et seq., as amended and
supplemented, and all other applicable provisions of the laws of the State of Kansas.
The interest rates on the Bonds on the date of the sale of the Bonds were within the maximum
legal limit for interest rates under K.S.A. 10-1009, as amended.
9. Bonded Indebtedness. The currently outstanding applicable indebtedness of the Issuer,
including the Bonds, does not exceed any applicable constitutional
or statutory limitations. A Schedule of
Bonded Indebtedness, which sets forth all currently outstanding general obligation indebtedness of the
Issuer,
is attached hereto as Exhibit A and made a part hereof by reference as though fully set out herein.
10. Valuation. The total assessed valuation of the taxable tangible property within the Issuer
for the year 2009 is $447,800,878.
11. Non-litigation. There is no controversy, suit or other proceedings of any kind pending or
threatened wherein or whereby any question is raised or may be raised, questioning, disputing or affecting
in any way: (a) the legal organization of the Issuer or its boundaries; (b) the right or title of any of its
officers to their respective offices; (c) the legality of any official act shown to have been done
in the
Transcript; (d) the constitutionality or validity of the indebtedness represented by the Bonds shown to be
authorized in the Transcript; (e) the validity of the Bonds, or any of the proceedings had in relation to the
authorization, issuance or sale thereof; or (f) the levy and collection of a tax to pay the principal of and
interest on the Bonds.
[BALANCE
OF THIS PAGE INTENTIONALLY LEFT BLANK]
3
WITNESS our true and genuine manual signatures and the seal of the Issuer.
(Signature Page to Transcript Certificate)
EXHIBIT A
SCHEDULE OF OUTSTANDING GENERAL OBLIGATION INDEBTEDNESS
(as of May 5,2010)
General Obligation Bonds:
Date
Issued
07- 1 5-0 1
01-15-02
07- 1 5-02
07- 15-03
05-01-04
07- 15-04
07- 1 5-05
03- 15-06
07- 1 5-06
06- 1 5-07
07- 15-08
12- 15-08
07- 15-09
05-01- 10
Purpose
Internal Improvements
Water and Sewage System Refunding
Internal Improvements
Internal Improvements
Refunding
Internal Improvements
Internal Improvements
Internal 'Improvements
Internal Improvements .
Internal Improvements
Internal Improvements
Internal Improvements .
Internal Improvements
Refunding & Improvement
Amount
of Issue
$ 5,350,000
2,045,000
1,980,000
4,350,000
5,585,000
4,053,000
4,2 10,000
2,200,000
885,000
6,545,000
3,720,000
3,525,000
23,695,000
6,875,000
Final
Maturity
10-01 -1 6
10-01 -13
10-01
-1 7
10-01 -1 8
08-01 -1 5
10-01 -1 9
10-0 1-20
10-0 1 -26
10-01-21
10-01-27
10-01 -23
07-0 1-28
10-0 1-29
10-0 1-25
Amount
Outstanding
$ 2,485,000
820,000 *
820,000
2,405,000
2,225,000
2,150,000
2,870,000
1,870,000
675,000
5,815,000
3,500,000
3,525,000
23,695,000
6.875.000
$58,910,000
*To be refunded with proceeds from the sale of the Bonds. Total Amount Outstanding excludes this amount.
Temporary Notes:
Date Maturity Note Amount
Proiect Series Issued
- Date Amount Outstanding
Street, Water, and Sewer 2010-1 05-01 -1 0 08-01-1 1 $2,500,000 $2,500,000
CERTIFICATE OF MANUAL SIGNATURE
OF THE MAYOR OF THE CITY OF SALINA, KANSAS
IN THE OFFICE OF THE SECRETARY OF STATE OF THE STATE OF KANSAS
STATE OF KANSAS 1
CO'UNTY OF SALINE 1
) ss.
I, the undersigned, Aaron Peck, being duly sworn on oath certify that I am the duly qualified
Mayor of the City of Salina, Kansas, and that the signature appearing below is my signature and I file
herewith this certificate pursuant to K.S.A. 75-4001 to 75-4007, inclusive.
Subscribed and sworn to before me as of April 22,2010.
f
My commission expires: 41 b --E3
v
Notary Public in and for said Co& and State
SECRETARY OF STATE
FIRST FLOOR MEMORIAL HALL
120 SW 1 OTH AVE
TOPEKA. KS 6661 2-1 590
..
-.
APR eistans
REGISTERED REGISTERED
NUMBER R-1 $775,000.00
Unless this certificate is presented by an authorized representative of ,The
authorized representative of DTC (and any payment
is mad
such other entity as is requested by an authoriz
TRANSFER, PLEDGE .OR OTHER USE
registered owner hereof, Cede & Co., has an interest
GENERAL OBLIGATION INTERNAL
,.
Interest
Rate: 2.000% 794743 v35
REGISTERED OWNER: CE
PRINCIPAL AMOUNT:. IVE THOUSAND DOLLARS
Saline, State of Ka
promises to pay to
and in the manner
cknowledges itself to be indebted and
ed assigns, but solely from' the source
t shown above on the Maturity Date shown
mount has been paid.
Bond is registered
the Record Date(s) rest, which shall be the 15th day (whether or not a business day) of the
calendar month next preceding the Interest Payment Date. Such interest shall be payable (a) by check or
draft mailed by the Paying Agent to the address
of such Registered Owner shown on the Bond Register or
at such other address' as is furnished to the Paying Agent in writing by such Registered Owner; or, (b) in
the case of an interest payment to 'Cede & Co. or any Owner of $500,000 or more in aggregate principal
amount of Bonds, by electronic transfer to such Owner upon written notice given to the Bond Registrar
by such Registered Owner, not less than
15 days prior to the Record Date for such interest, containing the
electronic transfer instructions including the bank,
ABA routing number and account number to which
such Registered Owner wishes to have such transfer directed. The principal or redemption price of and
ective dates of payment
meanings assigned to such terms in the hereinafter defined Bon
Authorization of Bonds. This Bond is one
s of the State of
General Obligations.
principal and interest in part
paid, from ad valorem taxes w
payable from ad valorem t
taxable tangible property,
and resources of the Issu
Bond and the issue
of whi
Issuer payable as to both
operty benefited by’ the
s to rate or amount upon all the
n as to rate or amount upon all the
e subject to redemption prior to maturity, as
he Issuer, Bonds maturing on October 1, 2019 and
nt prior to maturity on October 1, 20 18 or thereafter,
amount
of Bonds of each maturity to be redeemed to
ntage of the principal amount), plus accrued interest thereon to the
h of the Bonds maturing
on October 1 , 2025 shall also be subject to
prior to maturity ,on October 1, 2023, and on any October 1
schedule set forth in the Bond Resolution at the Redemption Price
rcentage of the principal amount), plus accrued interest thereon
to the
mandatory redemp
thereafter, pursuant
of 100% (expressed
Redemption Date.
Redernptio;z Denomiizations. Whenever the Bond Registrar is to select Bonds for the purpose of
redemption, it shall, in the case of Bonds in denominations greater than a minimum Authorized
Denomination, if less than all of the Bonds then Outstanding are to be called for redemption, treat each
2
minimum Authorized Denomination of face value of each such Bond as though it were a separate Bond in
the denomination of a minimum Authorized Denomination.
Notice of Redernption. Notice of redemption, unless waived, shall be given by the Issuer to the
accordance with the
stered Owner at the
an official notice of
redemption having
State Treasurer of Kansas, to the Purchaser of the Bonds and to the Bon
address maintained on the Bond Register, such notice to be
redemption by first class mail at least
30 days prior to the rede
become due and payable at the redemption price therein spe
the Issuer defaults in the payment of the redemption price),
to bear interest. ,
will evidence positions held in the Bo
ownership of the Bonds in authorized den
Transfers of ownership shall be
pursuant to rules and procedures
this Bond, as the owner of this B
interest and any redemption
of principal, interest and a
participants of the Securiti
of such beneficial owners
participants, beneficial
ds of such participants..
s participants. The Issuer
payments of principal of, and
Securities Depository, and transfer
eneficial owners of the Bonds by
inee
is the owner of this Bond, notwithstanding the
pal of, redemption premium, if any, and interest on
arrangements among the Issuer, the Bond Registrar
BE TRANSFERRED, IN WHOLE BUT NOT IN
F THE SECURITIES DEPOSITORY OR TO A
SITORY OR TO A NOMINEE OF A SUCCESSOR
authorized agent, and thereupon a new Bond or Bonds in any Authorized Denomination of the same
maturity and in the same aggregate principal amount shall be issued to the transferee in exchange therefor
as provided in the Bond Resolution and upon payment of the charges therein prescribed. The Issuer shall
pay all costs incurred in connection with the issuance, payment and initial registration of the Bonds and
the cost of a reasonable supply
of bond blanks. The Issuer and the Paying Agent may deem and treat the
person in whose name this Bond is registered on the Bond Register as the absolute owner hereof for the
purpose of receiving payment of, or on account of, the principal or redemption price hereof and interest
due hereon and
for all other purposes. The Bonds are issued in fully registered form in Authorized
Denominations.
Authentication. This Bond shall not be valid or become
entitled to any security or benefit under the hereinafter defined Bond
Authentication and Registration hereon shall have been lawfully execu
for any purpose or be
until the Certificate of
IT IS HEREBY DECLARED AND CERTIFIED tha
to be done and to exist precedent to and in the issuance o
IN WITNESS WHEREOF, the Issuer has c
to be affixed hereto or imprinted hereon. '
4
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
ond Resolution.
Registration Number 03 22-085-050 1 10-5 7 1
STATE OF KANSAS
.COUNTY OF SALINE )
oes hereby certify that the within Bond
has been duly registered
ICATE OF STATE TREASURER
EOFKANSAS .
easurer of the State of Kansas, does hereby certify that a transcript of
and that this Bond w d in such ofice according to law on
..
WITNESS my hand and official seal.
(Seal) By:
Treasurer of the State of Kansas
5
FOR VALUE RECEIVED, the undersigned do(es) hereby se
the Bond to which this assignment is affixed
.. 6
LEGAL OPINION
The following is a true and correct copy of the approving legal
Bond Counsel, whch was dated and issued as‘of the date of original issua elivery
of such Bonds:
GILMORE & BELL, P.
’ Suite 1100
Governing Body
City of Salina, Kansas
Country Club Bank
Prairie Village, Kansas
Re:
$6,875,000 Gen Refunding Bonds,
We have acted as
B
(the “Issuer”), of .the
and the certified pro
and other certific
le as to both principal and interest in
part from special assessments
y the construction of certain improvements and, if not so paid, from
ad valorem taxe d without limitation as to rate or amount upon all the taxable tangible
ithin the territorial limits of the Issuer. The balance of the principal and
interest on the Bonds is payable from ad valorem taxes which may be levied without limitation as to rate
or amount upon all the taxable tangible property, real and personal, within the territorial limits of the
Issuer. The Issuer is required by law to include in its annual tax levy the principal and interest coming
due on the Bonds to the extent that necessary hnds are not provided from other sources.
’ property, real and pe
.
7
3. The interest on the Bonds is excluded from gross income for federal income tax purposes.
Interest on the Bonds is not an item
of tax preference for purposes of the federal alternative minimum tax
imposed on individuals and corporations but is taken into account in determining adjusted current
earnings for the purpose of computing the alternative minimum tax imposed on certain corporations. The
terest on the Bonds
comply with all
of
st on the Bonds
Code), a deduction is allowed for 80 percent of that PO
allocable to interest on the Bonds. We express no
arising with respect to the Bonds:
4. The interest on the Bonds is nsas adjusted gross
income.
We express no opinion regarding fficiency of the Official
ences arising with respect to
Statement or other offering material re
ability thereof may be limited by
similar laws affecting creditors’ rights bankruptcy, insolvency, re
generally and by equitable
me to our attention or any changes in law that .
MORE & BELL, P.C.
8
AGREEMENT BETWEEN ISSUER AND AGENT
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
DATED
MAY 1,2010
SERIES 2010-A
THIS AGREEMENT, dated as of April 19,2010, between the City of Salina, Kansas, a political
subdivision (the “Issuer”), and the State Treasurer of Kansas, as Agent (the “Agent”).
WHEREAS, for its lawful purposes, the Issuer has duly authorized the issue of the above-
captioned bonds (the “Securities”),’ and the Issuer wishes the Agent to act as its Paying Agent, Bond
Registrar, and Transfer Agent for the Securities:
Now, therefore, it is hereby agreed as follows:
1. APPOINTMENT
Issuer hereby appoints or has heretofore appointed the State Treasurer of Kansas to act as Paying
Agent, Bond Registrar and Transfer Agent for the Securities. The State.Treasurer of Kansas
hereby accepts its appointment as the Paying Agent, Bond Registrar and Transfer Agent.
II. BASIC DUTIES
A. Issuer or its duly authorized representative agrees to furnish Agent the name(s) and
address(es} of the initial registered owner(s) of the Securities together with such
registered owners’ tax identification (social security) number(s), the maturity date(s),
denomination(s) and interest rate@) for each Security.
Agent shall manually authenticate the originally issued Securities upon the written ordkr
of one or more authorized officers of Issuer. Thereafter, Agent shall manually
authenticate all Securities resulting from transfer or exchange of Securities.
Agent shall maintain an office in the City of Topeka, Kansas, where Securities may be
presented for registration, transfer and exchange; and shall also maintain an office in the
City of Topeka, Kansas, where Securities may be presented for payment. Agent shall
keep a register of the Securities and their transfer and exchange.
B.
C.
D. Agent may rely upon any document believed by it to be genuine and to have been signed
or presehted by the proper person. Agent need not investigate any fact or matter stated in
the document. Agent undertakes to perform such duties and only such duties set forth in
K.S.A. 10-620 et seq., except as specifically provided in this Agreement.
Agent shall notify the owners of the Securities upon default in payment of principal or
interest on the Securities and the Agent shall have no duties or responsibilities thereafter.
III. COMPENSATION
Issuer covenants and agrees to pay to Agent, as reasonable compensation for the services
provided as Agent, an initial setup fee of $300, a registration fee of $30, plus a fee of $3,750.00,
This amount will be due at the time of registration unless such fee is to be paid fiom the proceeds
of the bond issue in which case Issuer agrees to pay such fee within two (2) business days of the
closing of the bond issue. In addition to the aforementioned fee, Issuer covenants and agrees to
pay to Agent the fee as stated and required by K.S.A. 10-505 for performing the duties of paying
the principal of the Securities. .
N. STANDARD OF PERFORMANCE
Issuer shall provide, or shall cause to be provided to Agent, a designation of whether its Securities
are to be issued in certificated or uncertificated form, or both.
A.
STATEMENTS OF OWNERSHIP
Agent agrees to provide Statements of Ownership to the owner of uncertificated
Securities. Such Statements shall be in accordance with the standards set forth by the
Attorney General. All Statements shall be issued in the denominations of $1,000 or
$5,000 or integral multiples thereof except for one additional Security in another
denomination, which additional Security shall mature in the initial mahirity year of the
series of the Securities. Interest is computed on the basis of $1,000 or $5,000 units and in
all transactions involving the payment of interest, fractions of a cent equalling or
exceeding five mills shall be regarded as one cent; fractions of a cent less than five mills
shall be disregarded. Agent shall at all times maintain an adequate supply of Statements
of Ownership for any anticipated transfers or exchanges of the Statements.
B. CERTIFICATED SECURITES
All certificated Securities issued by Issuer under this Agreement shall be in accordance
with the standards set forth by the Attorney General and unless otherwise authorized by
Agent, the principal thereof shall be payable only upon surrender of the Security to
Agent. All certificates shall, be issued in the denomination of $1,000 or $5,000 or integral
multiples thereof except one authorized Security in another denomination which
additional Security shall mature in the initial maturity year of the series of Securities:
Interest is computed on the basis of $1,000 or $5,000 units and in all transactions
involving the payment of interest, hetions of a cent equaljng or exceeding five mills
shall be regarded as one cent; hctions of a cent less than five mills shall be disregarded.
Issuer shall at Issuer’s cost provide Agent with an adequate supply of certificates for any
anticipated traqsfers or exchanges of the certificates. Issuer shall be responsible for the
payment of the printing or other expenses for such certificates.
responsible for obtaining appropriate “CUSP“ number(s) and shall notify Agent of each
number(s) prior to the issuance of the applicable Securities.
.
Issuer shall be ,
2
C. INTEREST CALCULATIONS
Agent shall calculate interest on the basis of $1,000 and $5,000 units, or in the case of
one odd denomination, calculate the unit separately. Each intermediate unit calculation is
first determined, then rounded to the sixth decimal position; i.e. whenever the seventh
decimal place is equal to or greater than five the sixth decimal place is increased by one.
The final per unit calculation is subsequently rounded to two decimal positions. (See
Attachment “A” for sample calculation.)
D.
SURRENDER
Securities surrendered for payment, cancellation or partial redemption shall be cancelled
by Agent and returned to Issuer in accordance with K.S.A. 10-1 11.
E. TMSFERS AND EXCHANGES
1. When Securities are presented to Agent for transfer or exchange, Agent shall so
transfer or exchange such Securities if the requirements of Section 8-401(1) of
the Uniform Commercial Code are met.
2. In accordance with the authorizing Resolution or Ordinance of the Issuer (the
“Resolution”), payments of interest shall be made to the owner of record of each
, Security as of the close of business on the fifteenth day of the month preceding
each interest payment date. The Agent shall make such payments to the record
owner of each Security as set forth on the registration books maintained by Agent.
as of such date.
3. Agent shall not be required to transfer or exchange any Security during a period
beginning on the day following the fifteenth day of the month preceding any
interest payment date for such Securities and ending at the close of business on
the interest payment date, or to transfer or exchange any Security selected or
called for redemption in whole or in part subsequent to the date notice of such
redemption is given in accordance with the Resolution authorizing the Securities.
E REGISTRQTION DATES AND FmDS FOR PAYMENTS
Date of Registration shall be affied on the initial Securities. Subsequent transfers or
exchanges shall bear a Date of Registration as of the date that all the required
dociunentation is received at the Agent’s official place of business. Issuer will provide
bds to make any interest or principal payments in accordance with K.S.A. 10-130 and
amendments thereto. Agent is hereby authorized to effect any semiannual payment of
interest or any principal by charging the Issuer’s Fiscal Agency account with Agent.
G. REPLACEMENT OF SECURITIES
If the owner of a Security claims that a Security has been lost, destroyed or wrongfully
taken, Issuer shall issue and Agent shall authenticate a replacement Security if the
requirements of Section 8-405 of the Uniform Commercial Code are met. Only Agent
’ shall perform this function. An indemnity bond and affidavit of loss-shall be provided to
3
Agent &d Issuer at the expense of the owner of the Security. Such indemnity bond and
affidavit of loss must be sufficient in the judgment of Issuer and Agent to protect Issuer
and Agent fiom any loss which any of them may suffer if the Security is replaced. Issuer
may charge the Security owner for its expenses in the replacement of a Security.
H. , REDEMPTIONS
Optional Redemption. If any Securities are to be redeemed pursuant to an optional
redemption in accordance with their terms, Issuer agrees to give Agent at least fifteen
(15) days written notice thereof prior to the notice to be given the Security owners. If
there is no provision for notice to the Security owners, Issuer agrees to give at least thu-ty
(30) days written notice to Agent.
Mandatory Redemption. If any Securities are subject to mandatory redemption in
accordance with their terms and the Ordinance or Resolution authorizing the Securities,
no additional notice is required to be given to the Agent to exercise the mandatory
redemption. The Agent will provide notice of such redemption utilizing substantially the
form of Notice of Mandatory Redemption attached hereto as Appendix I.
Notice of Redemption. Agent shall then notify, by ordinary mail, the owner of such
Securities to be so redeemed. Agent shall select the Securities to be so redeemed. Agent
shall not be required to exchange or register a transfer of any Security for a period of
fifteen (1 5) days preceding the date notice is to be provided to the Security owners for the
purpose of selecting Securities on a partial redemption. Further, in the event notice is
given to Agent for a complete redemption of the Issue according to the terms of the
authorizing Resolution or Ordinance, Agent shall not be required to transfer or exchange
any Security beginning 'on the day following the 15th day preceding the date set for
redemption.
I.
MISCELLANEOUS
Agent hereby acknowledges receipt of numbered Securities of Issuer (in a number equal
to one Security for each maturity) for registration and exchange, and shall safeguard any
"blank" Securities held for purpose of exchange or transfer.
J. REPORTS
Agent shall provide Issuer an annual report of the activity with respect to the issuance of
Securities upon written request of Issuer.
K. CONSTRUCTION
This Agreement shall be construed in accordance with the laws of the State of Kansas and
also the Resolution authorizing the issuance of the Securities.
PALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
4
CITY OF SALINA, KANSAS
OFFICE OF THE TREASURER
OF THE STATE OF KANSAS
DIRECTO~ BOND SERVICES
(Signature Page to Agreement Between Issuer & Agent)
A TTA CHMENT “A”
SAMPLE
$5,000.00000 ........................ Bond Unit
X .06875 ........................ Interest Rate
- - 343.750000 Rounded to six decimal places
I 360 ........................ Days per year
- - .954861 Rounded to six decimal places
X 180 ........................ Day in interest period ..
17 1.874980 (Rounded to second decimal = $17 1 37) - -
Unit interest is then multiplied by the number of units in the maturity.
A- 1
[APPENDrx I
NOTICE OF CALL FOR MANDATORY REDEMPTION
TO THE OWNERS OF
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A, DATED MAY 1,2010
Notice is hereby given that pursuant to the provisions of Article LII of Resolution No.
(the “Bond Resolution”) of the’ City of Salina, Kansas (the “Issuer”) that a portion of the above-mentioned
bonds (the “Bonds“) scheduled to mature on October 1 1 , 2025 (the “Called Bonds”), have’been called for
mandatory redemption and payment on October 1 1,’ (the “Redemption Date”), at the principal
office of the Treasurer of the State of Kansas (the “Bond Registrai and Paying Agent”).
Maturity Date Principal Interest CUSIP
JN0s.l {October 1 1) Amount Rate Number
2025
On the Redemption Date there shall become due and payable, upon the presentation and
surrender of each such Called Bond, the redemption price thereof equal to
100% of the principal amount
thereof together with interest accrued to the Redemption Date. Bonds issued in denominations of greater
than $5,000 may be subject to partial redemption. In such event, a new certificate or certificates will be
issued to the Owner in the principal amount to remain Outstanding. Interest shall cease to accrue on the
Called Bonds so called for redemption from and after the Redemption Date provided such funds for
redemption are on deposit with the Paying Agent.
CITY OF SALINA, KANSAS
BY
Treasurer of the State of Kansas,
Topeka, Kansas]
I- 1
..
Blanket Issuer Letter of Representations
ro be Completed by Issuer]
CITP OF SALINA, WSB
[ Hame of Issuer]
Attention: Undenvriting Department - Eligibility
The Depository Trust Company
55 Water Street; 50th Floor
New York. NY 10041-0099
May 30, .1996
[Date]
Ladies and Gentlemen:
shall request be made eligible for deposit.by The Depository Trust Company (-DTC").
This letter sets forth our understanding with respect to all issues (the "Securities") that Issuer
' To induce DTC to accept the Securities as eligible for deposit at DTC. and to act in accorda. ce
with DTC's Rules with respect to the Securities. Issuer represents to DTC that Issuer will comply
with the requirements stated in DTC's Operational Arrangements, as they may be amended from
time to time.
Note:
Schedule A contains statements that DTC believes
.accurately describe DTC. the method of effectin book-
enq transfers of securities distributed through DfC. and
certain related matters.
-
Received and Accepted:
Very truly pun,
City of Salina, Kansas
(issued
300 W. Ash Street
(StRet A&)
Salina ICs 67402-0736
CCivl (State) (zp)
913-826-7240
(Phone Number)
SCHEDULE A
(To Blanket Issuer Letter of Representations)
SAMPLE OFFERING DOCUMENT LANGUAGE
DESCRIBING BOOK-ENTRY-ONLY ISSUANCE
(Prepared by DTC--bracketed material may be applicable only to certain issues)
1. The Depository Trust Company (“DTC”), New York, NY, will act as securities depository for
the securities (the “Securities”). The Securities will be issued‘ as fully-registered securities registered in the
name of Cede & Co. (DTC’s partnership nominee) or such other name as may be requested by an authorized
representative of DTC. One fully-registered Security certificate will be issued for [each issue of] the
Securities, [each] in the aggregate principal amount of such issue, and will be deposited with DTC. [If,
however, the aggregate principal amount of [any] issue exceeds
$500 million, one certificate will be issued
with respect to each $500 million of principal amount, and an additional certificate will be issued with respect
to any remaining principal amount of such issue.] ,
DTC, the world’s largest securities depository, is a limited-purpose trust company organized
under the New York Banking Law, a “banking organization” within the meaning of the New York Banking
Law, a member of the Federal Reserve System, a “clearing corporation” within the meaning of the New York
Uniform Conunercial Code, and a “clearing agency” registered pursuant to the provisions of Section 17A of
the Securities Exchange’Act of 1934. DTC holds and provides asset servicing for over 3.5 million issues of
US. and non-U.S. equity issues, corporate and municipal debt issues, and money market instruments (from
over 100 countries) that DTC’s participants (“Direct Participants”) deposit with DTC. DTC also facilitates
the post-trade settlement ~ong Direct Participants of sales and other securities transactions in deposited
securities, through electronic computerized book-entry transfers and pledges between Direct Participants’
accounts. This eliminates the need for physical movement of securities certificates. Direct Participants
include both US. and non-US. securities brokers and dealers, banks, trust companies, clearing corporations,
and certain other organizations. DTC is a wholly-owned subsidiary of The Depository Trust & Clearing
Corporation (“DTCC”). DTCC is the holding company for DTC, National Securities Clearing Corporation
and Fixed Income Clearing Corporation, all of which are registered clearing agencies. DTCC is owned by the
users of its regulated subsidiaries. Access to the DTC system is also available to others such as both US. and
non-U.S. securities brokers and dealers, banks, trust companies, and clearing corporations that clear through
or maintain a custodial relationship with a Direct Participant, either directly or indirectly (“Indirect
Participants”). The DTC Rules applicable to its
Participants are on file with the Securities and Exchange Cominission. More information about DTC can be
found at \vw.dtcc.com and www.dtc.org.
Purchases of Securities under the DTC system must be made by or through Direct Participants,
which will receive a credit for the Securities on DTC’s records. The ownership interest of each actual
purchaser of each Security (“Beneficial Owner”) is in tiun to be recorded on the Direct and Indirect
Participants’ records. Beneficial Owners will not receive written confirmation from DTC of their purchase.
Beneficial Owners are, however, expected to receive written confirmations providing details. of the
transaction, as well as periodic statements of their holdings, from the Direct or Indirect Participant through
which the Beneficial Owner entered into the transaction. Transfers of ownership interests in the Securities are
to be accomplished by entries made on the books of Direct and Indirect Participants acting on behalf of
Beneficial Owners. Beneficial Owners will not receive certificates representing their ownership interests in
Securities, except in the event that use of the book-entry system for the Securities is discontinued.
.
2.
.
DTC has Standard & Poor’s highest rating: AAA.
.
3.
4. To facilitate subsequent transfers, all Securities deposited by Direct Participants with DTC are
registered in the name of DTC’s partnership nominee, Cede & Co., or such other name‘as may be requested
by an authorized representative of DTC. The deposit of Securities with DTC and their registration in the
name of Cede & Co. or such other DTC nominee do not effect any change in beneficial ownership. DTC has
no knowledge of the actual Beneficial Owners of the Securities; DTC’s records reflect only the identity of the
Direct Participants to whose accounts such Securities are credited,-which may or may not be the Beneficial
Owners. The Direct and Indirect Participants will remain responsible for keeping account of their holdings on
behalf of their customers.
BLOR 03/25/08
SCHEDULE A
(To Blanket Issuer Letter of Representations)
Conveyance of notices and other communications by DTC to Direct Participants, by Direct
Participants to Indirect Participants, and by Direct Pdicipants and Indirect Participants to Beneficial Owners
will be governed by arrangements among them, subject to any statutory or regulatory requirements as may be
in effect from time to time. [Beneficial Owners of Securities may wish to take certain steps to augment the
transmission to them of notices of significant events with respect to the Securities, such as redemptions,
tenders, defaults, and proposed amendments to the Security documents. For example, Beneficial Owners of
Securities may wish to ascertain that the nominee holding the Securities for their benefit has agreed to obtain
and transmit notices to Beneficial Owners. In the alternative, Beneficial Owners may wish to provide their
names and addresses to the registrar and request that copies of notices be’provided directly to them.]
5.
‘[6. Redemption notices shall be sent to DTC. If less than all of the Securities within an issue are
being redeemed, DTC’s practice is to determine by lot the amount of the interest of each Direct Participant in
such issue to be redeemed.]
7. Neither DTC nor Cede & Co. (nor any other DTC nominee) will consent or vote with respect to
Securities unless authorized by a Direct Participant in accordance with DTC’s MMI Procedures. Under its
usual procedures, DTC mails an Omnibus Proxy to Issuer as soon as possible after the record date. The
Omnibus Proxy assigns Cede & Co.’s consenting or voting rights to those Direct Participants to whose
accounts Securities are credited on the record date (identified in a listing attached to the Omnibus Proxy).
8. Redemption proceeds, distributions, and dividend payments on the Securities will.be made to
Cede & Co., or such other nominee as may be requested by an authorized representative of DTC. DTC’s
practice is to credit Direct Participants’ accounts upon DTC’s receipt of fimds and corresponding detail
infomiation from Issuer or Agent, on payable date in accordance with their respective holdings shown on
DTC’s records. Payments by Participants to Beneficial Owners will be governed by standing instructions
and customary practices, as is the case with securities held for the accounts of customers in bearer form or
registered in “street name,” and will be the responsibility of such Participant and not of DTC, Agent, or
Issuer, subject to any statutory or regulatory requirements as may be in effect from time to time. Payment of
redemption’proceeds, distributions, and dividend payments to Cede & Co. (or such other nominee as may be
requested by an authorized representative of DTC) is the responsibility of Issuer or Agent, disbursement of
such payments to Direct Participants will be the responsibility of DTC, and disbursement of such payments
to the Beneficial Owners will be the responsibility of Direct and Indirect Participants.
[9. A Beneficial Owner shall give notice to elect to have its Securities purchased or tendered,
through its Participant, to [TenderRemarketing] Agent, and shall effect delivery of such Securitiesby causing
the Direct Participant to transfer the Participant’s interest in the Securities, on DTC’s records, to
[TendedRemarketing] Agent. The requirement for physical delivery ’of Securities in connection with an
optional tender or a mandatory purchase will be deemed satisfied when the ownership rights in the Securities
are transferred by Direct Participants on DTC’s records and followed by a book-entry credit of tendered
Securities to [TenderRemarketing] Agent’s DTC account.]
10. DTC may discontinue providing its services as depository with respect to the Securities at any
time by giving reasonable notice to Issuer or Agent. Under such circumstances, in the event that a successor
depository is not obtained, Security certificates are required to be printed and delivered.
1 1. Issuer may decide to discontinue use of the.system of book-entry-only transfers through DTC
(or a successor securities depository). In that event, Security certificates will be printed and delivered to
DTC.
12. The information in this section concerning DTC and DTC’s book-entry system has been
obtained from sources that Issuer believes to be reliable, but Issuer takes no responsibility for the accuracy
thereof.
BLOR 03/25/08
UNDERWRITING SAFEKEEPING AGREEMENT
BY AND BETWEEN
DEPOSITORY TRUST COMPANY
AND
THE CITY OF SALINA, KANSAS
AND
THE OFFICE OF THE KANSAS STATE TREASURER
$6,875,000 .
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
DATED MAY 1,2010
SERIES 2010-A
In order to induce the Depository Trust Company (the ccDTC") to accept delivery of the above
captioned'bonds (the "Bonds") for safekeeping prior to the delivery of the Bonds on May
5, 2010 (the
"Closing Date"), the City of Salina, Kansas (the "Issuer"), and the Treasurer of the State of Kansas (the
"Agent") hereby agree to place the entire principal amount of the Bonds, in the custody, control and
possession of DTC at least one day prior to the Closing Date. The Issuer further agrees that by copy of
this letter appropriately executed, it will notify DTC to follow the instructions of Country Club Bank,
Prairie Village, Kansas, as the Underwriter (the "Underwriter") in distributing the Bonds.
By executing this agreement in the appropriate place DTC acknowledges receipt from the Agent
of possession, custody and control of the Bonds, and agrees to safekeep and hold in escrow the Bonds
until it shall have received notification from one of the following authorized representatives of the Issuer
to release or return the Bonds: Lieu AM Elsey, Clerk or Gilmore & Bell, P.C., Bond Counsel.
Notification may be made by telephone or by receipt of an executed notice, delivered or telecopied to
DTC; provided, however, that if the notification is made by telephone, written notice must be sent within
24 hours of the original notification. In the event the Issuer executes the release of the Bonds, DTC .will
distribute
the Bonds pursuant to written instructions provided by the Underwriter; however, in the event a
demand for the.return of the Bonds is received, DTC shall return the Bonds as
soon as practicable, but in
any event, no later than the following business day.
DTC agrees to hold the Issuer and the Agent, as their interests may .appear, and any of their
officers or employees, harmless from any liability, loss, damage or reasonable expense in connection with
the loss, theft, destruction or other disappearance of the Bonds while they are in the possession, custody
or control of DTC, prior to concluding the Closing with respect to the Bonds and prior to distributing the
Bonds in accordance with the instructions fiunished by the Underwriter. .
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
CITY OF SALINA, KANSAS
Dated: April 19,2010
By:
Clerk
(Signature Page to Underwriting Safekeeping Agreement)
OFFICE OFTHETREASURER OF
TBE STATE OF KANSAS, As Agent
By:
Title
3
-3-
hI00DY)S
INVESTORS SERVICE
May 17,2010
I-lenrierta Chmg
Vice President
Sr. Analyst
100 N. Kiverside Pla-w
Siiitc 2220
Chiago, lL 60606
31 2.706.9960 re1
.111.706.9939 hx
licnrict ta.chang@rnoodys.com
www.moodys.com
Mr. Rodney Franz
Finance Director
City of Salina
City Hall
300 West Ash
Salina,
KS 67402
Dear Mr. Franz:
We wish to inform you that on April 16,201 0, Moody's Investors Service reviewed and
assigned a rating of Aa3 to the City of Salina, KS General Obligation Internal
Improvement and Rehnding Bonds, Series
201 0-A and a rating of rMIG1 to the city's
General Obligation Temporary Notes, Series 201 0- 1.
In order for us to maintain the currency of our ratings, we request that you provide
ongoing disclosure, of current financial and statistical information.
Moody's will monitor this rating and reserves the right, at its sole discretion, to revise or
withdraw this rating at any time in the hhue.
The rating, as well as any revisions or withdrawals thereof, will be publicly disseminated
by Moody's through normal print and electronic media and in response to verbal requests
to Moody's Rating Desk.
Should you have any questions regarding the above, please do not hesitate to contact me
or the analyst assigned to this transaction, So0 Yun Chun at 312-706-9983.
sincew
J
Henrietta Ch&
cc:
Mr. David Arteberry
George K. Baurn & Company
MOODY)~
INVESTORS SERVICE
New
Issue: MOODYS ASSIGNS Aa3 RAllNG TO CITY OF SALINA'S (KS) $5.7 MILLION GO
$1.6 MILLION GO TEMPORARY NOTES, SERIES 2010-1
iNTERNAL IMPROVEMENT AND REFUNDING BONDS, SERIES 2010-4 AND MIG 1 RATING TO
Global Credit Research - 19 Apr 2010
Aa3 WTIW APPUES TO $59.3 MILLION OF LONG TERN GO DEET, MCLUDMO CU-NT BOWS
hnicipality
KS
MWsRatlng
ISSUE
Geneial Obsgation Temporary Notes, Series 2010-1
Sdekraurt 51.600.000
mded Sale Date Wl SI1 0
RatlngDeSaiptlon General Obligation Unlimited Tax
R&llNG
MG 1
General Obligation lntemal bnprovement and Refunding Bonds. Sesies 2010-A. Aa3
salekmrmt 165,660,000
Expected Sale Date WlYlO
Rating DescrlpUon General Obligation Unlimited Tax
Opinion
NEW YORK. Apc 19,2010 - ms hvestm- Service has assigned a Aa3 ratlng to the City d Salina's (KS) $5.7 million General Obligation
Internal Improvement and Refunding Bonds, Serles 201W and a MG 1 rating to the city's $1.6 million Gened Obsition Temporary Notes,
Series 201&1. Concwently. Ws has affirmed them rating on the civs long term general obligation debt Salina has $59.3 mibm of
outstanding king term general obligation debt including the current bonds. Proceeds of the Series 2010-1 notes will provide temporq fmancing
for streef water and sewer improvements. Pmceeds of the series 201&ABonds will finance the remodeling of a fire station, lad and refund
the citfs outstanding Series 2002Abonds for estimated net present value savings. The cuITent issues am secured by Salina's general obligation
unlimited tax pledge. Debt service on the notas is to be paid with speclal assessments. Assignment of them rating reflects the ciys
moderately sized tax base which serves as a regional economic center. satisfactory financial oparations despite recent deficits and sales tax
revenue pressures. and average debt levels with rapid principal amortization.
WDERATELY SED TAX BASE SERMS AS REGIONAL ECONOMC CENTER
Despite
some challenges. MDody's believes thst due to its pition as a regional retail hub. Salina should continue to enjoy relative economic
sWi. Located in Saline Camty 95 mUes north of Wichita (& obegatlon rated WsWe wtlook). the City of Salina's medium-sized tax
base reached $2.9 billion in 2009. ws notes that the pace oftax base growth has slowed significantly. declining by 0.7% in Mo9 compared
to a 7.5% increase in 2006. The decline in 2009 is partially due to overall decline in valuations as well as thi? state's recent exemption of
machinery and new equipment As the impact ofthe national ecommic recession is felt laally ws expects the Salina economy to continue
to benetit
from seveml stabilbi factus. Located at the intersection of C70 and I-135, the city serves as a regional retail, commercial. indusbial.
and medical hub for the largely agricultural communities of north central Kansas. The Salina Airport Industrial Center is home to 80
organizations, with an aggregate 4.200 employees. Tenants indude the Kansas Mlitary Board. and a campus of Kansas State University.
Hawker Beechcraft Corpomtion recently dosed operations, laying off the remaining 283 employees. Notably, the airport Industrial cent-
continues to attract new businesses offsetting some job losses resulting from the closing of Hawker. Resident incane levels appmimate state
and national medians with per capita and median family incomes at 90.7% and 91.6% respectively. Despite recent layo%. the city's
unemployment rate d 5.6% Continues to trend below those of the state (6.3%) and nation (9.7%) for December 2009.
SATEFACTORY FINANCIPLOPERATIONS DESPITE RECENT OECUMS IN RESERVESAND SALES TAXRNENUE PRESSURES
bbod)b expects the cws fiMncial health to remain satisfactnry, despite revenue pressures and declines in General Fund balance resetves.
HstarcaIly. the city has mamtamed General Fund bahnces equal to approximatdy 30% of revenues and has a formal pcdicy of keepcng an
UNES~~V~ General Fund balance of 15% to 20% of annual revenues. h hscal2007, the General Fund balance dedied by neady 9900,ooO and
declined an additional $1.3 million in Rscal2008 due to budgetary pressures in a variety of areas, including increased fuel costs and increased
salary and benefit costs. Another factor in the General Fund balance dedine is state legislation that increased property tax exemptions for new
machinery
and equipment- As a result. the ws cash balance declined from $5.1 minion to $3.8 million at the dose of fiscal 2008. Due to one
time unexpcted budget variances and declining sales tax revenues, unaudii fiscal 2009 cash balance declii to $3.7 million.
Typical of Kansas cities, sales tax receipts represent the citfs primary operating revenue source. comprising 432% of fiscal 2008 General Fund
revenues. Seved different sales taxes are cdlected. including a 1% Countywide Local Option Sales Tax and a 0.5% Ciide Local Option
Safes Tax and do not sunset. h addition. the city passed a 0.4% bcal sales tax effective &nil 1,2009 replacing a .25% local sales tax that
sunsets on June 1,2010. Although sales tax revenues increased through ftscal2008. this bend reversed beginning in fiscal 2009. The city
budgeted for a 2% deche in sales tax revenues, but receipts came in 3% less than budgeted. Cdlections are expected to continue to decline
and officials have budgeted for an 8% dedine in fiscal 2010. h response to decbning sales tax rwenues. city officials have implemented revenue
increases
and expenditure reductions. The property tax levy was increased by 2 milis. generating an additional ~0.000 in Bdditional property
tax revenues annually and officials have identitied $1.6 minion in possible ewpenditure reductions to help absoib the impact of potential shortfalls
in sales tax revenues. As a res& resewes are eqxcted to remain level in kcalM10. Officials have budgeted to maintain resew lev&, with a
target cash balance of $3.6 million. ws believes that cws finances will remain stable give^^ recent remue and expenditure adjustments
necessary
to maintain structudy balanced operations. However, continued declines in reserves, and revenue shortfab and
uicreases beyond PrOjectiW dd pressure future credit quality.
AMRAGE DEBT LEMLS WITH RAPID PRKIPPLAMORTIZPJK)N
ws believes the ws debt levets wi!l remain manageable given rapid principal amortbation and moderete debt needs. AL 2.0% and 4.2% of
M value, respectively, the ws direct and overaP debt burdens are slighUy below median debt levels for cities in the state. The cws Overao debt
burden is driven in brge part by the significant debt levetS of Saline County Unified Schd District 305 (general digabon rated AI). Principal
amortbation of the &#s direct debt is rapid, with 78.9% of general obligath debt retired in ten years. The city generally issues long term and
short term debt once or twice per year to fund projects outfined in its Capital bnprovement Plan. The current Capital bnprovement Pian c& for
appruximately $28 milUm In general obligation debt thrcugh 2015.
KEY STATLsTics
2m census popubtion: 45,679 (8.0% increase from 1990)
2008 EsCimated population: 46,483 (1.8% Increase since 2000)
2008 Full value: $2.9 tiNion
1999 Per capita income: $18,593 (86% of US)
1999 Median family income: $45,433 (91 % of US)
1999 Median home value: $83,900 (70% of US)
City of Salina unemployment rate (December 2009): 5.6%
Fiscal 2008 General Fund ba!ance: 8 million (21.7% of General Fund revenues)
Fiscal
2008 Unreserved General Fund balance: $5.7 malion (20.8% of General Fund revenues)
Direct debt burden: 2.0%
Overall debt burden: 4.2%
Pam (10Ywrs): 78.9%
Pet-sale long tenn general obigation debt outstanding: $59.3 million
The rating assigned to the Ci of Salina was issued on ws munlcipal rating scale. ms has announced its plans to recalibrate all U.S.
municipal ratings to its global scale and therefore, upon implementation of the methodology plblished in conjunction with this initiative, the rating
will be recalibrated to a global scale raling comparable to other cradits with a similar risk profile. Market participants should nat View the
recalibration
of municipal ratings as rating upgrades, but rather as a recaIkation of the ratirp to a different rating scale. Thii reca6bration does
not deet an improvement in credit qualii or a change in our credit opinion for rated municipal debt issuers. For further details regarding the
recalibration
please dsii www.rnoodys.comlgsr.
The principal methodology used in rating the current issue was ws "General Obligation Bonds Gsued by U.S. Local Governments,'
published in OEtober 2009 and aMaahle on www.moodys.com in the Rating hkmoddogies Subdirectory underthe Research 8 Ratings tab.
Other methoddogies and fsctnrs that may have been considered in the process of rating this issuer can also be found in the Rating
Mhcdologies sbdirectory
m ws website.
The last rating action for the City of Safina was on July 9.2009, when the ws Aa3 general &ligation rating was affirmed.
kralysts
SmYunChlm
Analyst
Public Finance Gmup
ws Investas Service
Rachel Cartez
BackupAnalyst
PuMc Finance Group
Mxdfs hvestas Service
Contacrs
JwWts: (212) 5534376
Research Csents: (212) 553-1653
IWOODYk
lNVESTORS SERVICE
0 Cowrim 2010. MxWs lnvestorr Service. hc. dor its licensors including ws Assurance Company. hc.
(tosether.
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CLOSING CERTIFICATE
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
DATED MAY 1,2010
SERIES 2010-A
The undersigned Mayor and Clerk of the City of Salina, Kansas (the “Issuer”), make this
Certificate for inclusion in the transcript of and as a part of the proceedings authorizing and providing for
the issuance of the above described bonds (the “Bonds”); and certify as of May
5, 2010 (the “Issue
Date”), as follows:
1. Meaning of Words and Terms. Capitalized words and terms used in this Certificate, unless
otherwise defined
in this Certificate or the context requires otherwise, have the same meanings ascribed to
such words and terms in the Bond Resolution (defined below) authorizing the Bonds. .
2. Transcript of Proceedings. The transcript of proceedings relating to the authorization and
issuance of the Bonds (the “Transcript”), furnished to the Purchaser of the Bonds, is to the best of our
knowledge, information and belief full and complete; none of such proceedings have been modified,
amended or repealed, except
as might be shown in the Transcript; and the facts stated in the Transcript
still exist.
In each &tance where copies appear in the Transcript, such copies are true and correct
duplicates of the original instruments now on file with the Clerk. All certifications made by the Issuer in
the Transcript Certificate dated April 19,2010 are true and correct as of this date and are incorporated in
.
this Certificate by reference.
3. The Bond Resolution. The Issuer is issuing and delivering the Bonds simultaneously with the
delivery of this Certificate, pursuant to and in full compliance with’the Constitution and statutes of the
State, including particularly K.S.A. 10427, K.S.A. 12-6a01 et seq., K.S.A. 12-1736 et seq., K.S.A. 12-
2101 et seq., as amended, Ordinance
No. 10-10540 and Resolution No. 10-6726 of the Issuer duly
adopted by the governing body of the Issuer on April 19,2010 (jointly the “Bond Resolution”).
4. Purpose of the Bonds. The Bonds are being issued for the purpose of providing funds to (a)
pay a portion of the costs of certain capital improvements, as described in the Bond Resolution (the
“Improvements”) and (b) refund a portion of the outstanding General Obligation Water and Sewage
System Refunding Bonds, Series 2002-A of the Issuer, as described in the Bond Resolution. (the
“Refunded Bonds”). The purpose of the refunding is to achieve interest cost savings through early
redemption of the Refunded Bonds, and to provide an orderly plan of finance for the Issuer.
5. Security for the Bonds. The Bonds are general obligations of the Issuer payable in part from
special assessments levied upon the property benefited by the Improvements and, if not so paid, from ad
valorem taxes which may be levied without limitation as to rate or amount upon all the taxable tangible
property, real and personal, within the territorial limits of the Issuer, with the balance payable, from ad
valorem taxes which may be levied without limitation as to rate or amount upon all the taxable tangible
property, real and personal, within the territorial limits of the Issuer. The full faith, credit and resources of
the Issuer are pledged under the Bond Resolution to the payment
of the principal of and interest on the
Bonds: In the Bond Resolution, the governing body of the Issuer has covenanted to annually make
provision for the payment of principal of; premium, if any, and interest
on the Bonds as the same become
due by, to the extent necessary, by levying and collecting the necessary taxes and/or assessments upon all
of the taxable tangible property within the Issuer in the manner provided by law.
6. Sale of Bonds. The Bonds have been sold at rates not in excess of the limitations set forth in
K.S.A. 10-1009. The Notice of Bond Sale dated March 22, 2010 and included in the Transcript
constitutes a full true and correct copy thereof. A copy of such Notice of Bond Sale and Preliminary
Official Statement was sent to prospective purchasers of the Bonds, and to all other persons and firms
requesting copies of such Notice of Bond Sale and Preliminary Official Statement.
7. Official Statement. The Official Statement contained in the Transcript constitutes a full, true
and correct copy of the Oficial Statement relating to the Bonds. To the best of our knowledge, the
Official Statement, other than the sections entitled “The Depository Trust Company,” “Bond Ratings,”
“Legal Matters,” and Appendix B, about which the Issuer expresses no opinion, is true in all material
respects, and does not contain any untrue statement of a material fact or does not omit to state a material
fact, necessary in order to make the statements made therein, in light of the circumstances under which
they were made, not misleading. As of this date there has been no material adverse change in the
financial condition or the financial affairs of the Issuer since the date of the Official Statement. No other
event has occurred which is necessary to be disclosed
in the OfEcial Statement in order to make the
statements therein not misleading in any material respect as
of the date of this Certificate. The Issuer has
previously caused to be delivered to the Purchaser copies of the Official Statement.
8. Continuing Disclosure Instructions. The Issuer, in the Bond Resolution, has covenanted to
disseminate such information as is required in accordance with the provisions of the SEC Rule and the
Continuing Disclosure Instructions, which are attached to this Certificate as Exhibit A, and incorporated
in this Certificate by reference.
9. Non-Litigation. There i’s no controversy, action, suit, proceeding, or to the best of our
knowledge, any inquiry or investigation at law or in equity or before or by any public board or body
pending or, to the best or our knowledge, threatened against or affecting the Issuer, its officers or its
property, or, to the best of our knowledge, any basis therefor questioning, disputing or affecting in any
way: (a) the legal organization of the Issuer or its boundaries; (b) the right or title of any of its officers to
their respective offices; (c) the legality of any official act shown to have been done in the Transcript; (d)
the constitutionality
or validity of the’indebtedness represented by the Bonds shown to be authorized in
the Transcript; (e) the validity of the Bonds, or any of the proceedings had in relation to the authorization,
issuance or sale thereof; (f) the levy and collection of an ad valorem property tax to pay the principal of
and interest on the Bonds; or (g) the federal or state tax-exempt status of the interest on the Bonds;
wherein any unfavorable decision, ruling or finding would adversely affect the Issuer, the transactions
contemplated by the Bond Resolution or the Official Statement, or the validity or enforceability of the
Bonds, which are not disclosed in the final Official Statement.
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
2
WITNESS our hands and the seal of the Issuer.
Official Title
Mayor
Clerk
(Signature Page to Closing Certificate)
EXHIBIT A
CONTINUING DISCLOSURE INSTRUCTIONS
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT
AND REFUNDING BONDS
DATED
MAY 1,2010
SERIES 2010-A
THESE CONTINUING DISCLOSURE INSTRUCTIONS (the “Disclosure Instructions”) are
executed and delivered by the Issuer in connection with the issuance of the above-described bonds (the
“Bonds”) which are being issued simultaneously herewith as of May 5, 2010, pursuant to the Bond
Resolution, in which the Issuer covenants to enter into
this undertaking to provide certain financial.and
other information with respect to the Bonds in order to assist the Participating Underwriter in complying
with the provisions of the SEC Rule. The Issuer is the only “obligated‘person” with responsibility for
continuing disclosure with respect to the Bonds.
Section 1. Definitions. In addition to the definitions set forth in the’Bond Resolution,
which apply to any capitalized term used in these Disclosure Instructions, unless otherwise defined
herein, the following capitalized terms shall have the following meanings:
“Annual Report” means any Annual Report provided by the Issuer pursuant to, and as described
in, Section 2 of these Disclosure Instructions.
“Beneficial Owner” means any registered owner of any Bonds and any person which (a) has the
power, directly or indirectly, to vote or consent with respect to, or to dispose of ownership of, any Bonds
(including persons holding Bonds through nominees, depositories or other intermediaries),’ or (b) is treated
as the owner of any Bonds for federal income tax purposes.
“Bond Resolution” means jointly the ordinance and the resolution of the governing body of the
Issuer authorizing the issuance of the Bonds.
“CAFR” means the Issuer’s Comprehensive Annual Financial Report.
“Designated Agent” means Gilmore & Bell, P.C. or one or more other entities designated in
writing by the Issuer to serve as a designated.agent of the Issuer for purposes of these Disclosure
Instructions.
“Dissemination Agent” means any entity designated in writing by. the Issuer to serve as
dissemination agent pursuant to these Disclosure Instructions and which has filed with the Issuer a written
acceptance of such designation substantially in the form attached hereto as Exhibit B.
“EMMA” means the Electronic Municipal Market Access system for municipal securities
disclosures (www.emma.msrb.org).
“Financial Information“ means the financial information of the Issuer described in Section
2(u) (I) hereof.
A- 1
“Fiscal Year” means the one year period ending December 3 1, or such other date or dates as may
be adopted by the Issuer for its general accounting purposes.
“GAAP” means generally accepted accounting principles, as applied to governmental Units, as in
effect at the time of the preparation of the Financial Information.
“Issuer” means the City and any successors or assigns.
“Material Events” means any of the events listed
“MSRB” means the Municipal Securities Rulemaking Board.
“Official Statement” means the Issuer’s Official Statement for the Bonds.
Section 3(a) hereof.
“Operating Data” means the operating data of the Issuer described in Section 2(u)(2) hereof.
“Participating Underwriter” means any of the original underwriters of the Bonds required to
comply with the SEC Rule in connection with offering of the Bonds.
“Repository” means the MSRB via EMMA.
“SEC” means the Securities and Exchange Commission of the United States.
“SEC Rule” means Rule 15c2-12@)(5) adopted by the SEC under the Securities Exchange Act of
1934, as the same may be amended from time to time.
Section 2.
(a)
Provision of Annual Reports.
The Issuer shall, or shall cause the Dissemination Agent to, not later than 180 days after the
end of the Issuer’s Fiscal Year, commencing with the Fiscal Year ended in 2009, provide to the Repository,
the Issuer’s CAFR, which will contain the Financial Information and Operating Data (jointly, the “Annual
Report”), as follows:
(1) Financial Infomution. The financial statements of the Issuer for such prior Fiscal Year,
accompanied by an audit report resulting from an audit conducted by an Independent Accountant in
conformity with generally accepted auditing standards. Such financial statements will be prepared
on a modified accrual basis of accounting other than GAAP for all governmental funds,
expendable trust and agency funds. The accrual basis of accounting is used for proprietary and
nonexpendable trust funds. A more detailed explanation of the accounting basis is contained in
Appendix A to the Official Statement. If such audit report is not available by the time the Annual
Report is required to be filed pursuant to this Section, the Annual Report shall contain unaudited
financial statements and the audit report and accompanying financial statements shall be filed in the
same manner as the. Annual Report promptly after they become available. The method of
preparation and basis of accounting of the Financial Information may not be changed to a basis
less comprehensive than contained in the Oficial Statement, unless the Issuer provides notice of
such change in the same manner as for a Material Event under Section 3(6) hereof.
(2) Operating Data. Updates as of the end of the Fiscal Year of substantially all of the
information and dag contained in those sections of the Official Statement entitled:
A-2
(i) Debt Summary
(ii). Tax Levies
(iii). Assessed Valuation
(iv) Estimated Actual Valuation
(v) Tax Collections
(vi) Largest Taxpayers.
Any or all of the items listed above may be included by specific reference to other documents,
including official statements of debt issues with respect to which the Issuer is an “obligated
person” (as defined by the SEC Rule), which have been filed with the Repository, the MSRB or
the SEC. If the document included by reference is a final official statement, it must be available
from the
MSRB via EMMA. The Issuer shall clearly identify each such other document so
included by reference. In each case, the Annual. Report may be submitted as a single document or
as separate documents comprising a package, and may cross-reference other information as
provided in
this Section; provided that the audit report and accompanying financial statements
may be submitted separately from the balance of the Annual Report and later than the date
required above for the filing of the Annual Report if they are not available by that date. If the
Issuer’s Fiscal Year changes, it shall give notice’of such change in the same manner as for a
Material Event under Section 3@).
(b) If no Dissemination Agent has been appointed, the Issuer shall file the Annual Report as
specified by Section 2(u) hereof; or if the Annual Report is not filed within the time period specified in
Section t(u) hereof, the Issuer shall send a notice to each Repository in substantially the form attached as
Exhibit A.
Section 3. Reporting of Material Events.
(a) Pursuant to the provisions of this Section, the Issuer shall give, or cause the Dissemination
Agent, if any, to give, notice of the occurrence of any of the following events with respect to the Bonds, if
the Issuer deems such events to be material:
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws on debt service reserves reflecting financial difficulties;
unscheduled draws on credit enhancements reflecting financial difficulties;
substitution of credit or liquidity providers, or their failure to perform;
adverse tax opinions or events affecting the tax-exempt status of the Bonds;
modifications to rights of bondowners;
optional, contingent or unscheduled bond calls;
defeasances;
release, substitution or sale of property securing repayment of the Bonds; or
rating changes.
(b) Such notice shall be given by promptly filing a notice of such occurrence with the
‘Repository. Notwithstanding the foregoing, notice of Material Events described in subsections (a)@) and
(9) need not be given under this subsection any earlier than the notice (if any) of the underlying event is
given to the Owners of affected Bonds pursuant to the Bond Resolution.
A-3
Section 4. I Dissemination Agent.
(a) General. The Issuer may, from time to time, appoint or engage a Dissemination Agent to '
assist it in carrying out its obligations under these Disclosure Instructions, and may discharge any such
Dissemination Agent, with or without appointing a successor Dissemination Agent.
@) Annual Reports. If a Dissemination Agent is appointed, not later than 15 Business Days
prior to the date specified in Section 2(a) for providing the Annual Report to the Repository, the Issuer shall
provide the Annual Report to the Dissemination Agent or the Repository. The Dissemination Agent shall
file a report with the Issuer certlfyrng that the Annual Report has been provided pursuant to these Disclosure
Instructions, stating the date it was provided, or that the Issuer
has certified to the Dissemination Agent that
the Issuer has provided the Annual Report to the Repository. If the Dissemination Agent has not received
an Annual Report or has not received a written notice from the Issuer that it has provided an Annual Report
to the Repository, by the date required in Section 2(u), the Dissemination Agent shall send a notice to the
Repository in substantially the form attached as Exhibit A.
(c) Material Event Notices.
(1) The Dissemination Agent shall, promptly after obtaining actual knowledge of the
occurrence of any event that it believes may constitute a Material Event, contact the chief
financial officer of the Issuer or his or her designee, or such other person as the Issuer shall
designate in writing to the Dissemination Agent from time to time,
inform such person of the
event, and request that the Issuer promptly notify the Dissemination Agent in writing whether or
not to report the event pursuant to Section 4(c)(3).
(2) The Issuer will promptly respond in writing to any such request. Whenever the
Issuer obtains knowledge of the occurrence of a Material Event, because of a notice from the
Dissemination Agent pursuant to this subsection (c) or otherwise, the Issuer shall promptly
determine if such event would be material under applicable federal securities law. If the Issuer
has determined that knowledge of the occurrence of a Material Event would be material under
applicable federal securities law, the Issuer shall promptly so notify the Dissemination Agent in
writing. Such notice shall instruct the Dissemination Agent to report the occurrence pursuant to
Section 4(c)(3). If the Issuer has determined that knowledge of a Material Event would not be
material under federal securities law, the Issuer shall promptly so notify the Dissemination Agent
in writing. Such notice shall instruct the Dissemination Agent not to report the occurrence
pursuant to Section 4(c)(3).
(3) If the Dissemination Agent has been given written instructions by the Issuer to
report the occurrence of a Material Event, the Dissemination Agent shall promptly file a notice
of
such occurrence with the Repository, with copies to the Issuer. Notwithstanding the foregoing,
notice of Material Events described in Sections 3(a)(8) and (9) need not be given under this
subsection any earlier than the notice (if any) of the underlying event is given to the Owners of
affected Bonds pursuant to the Bond Resolution.
(d)
'
Duties, Immunities and Liabilities of Dissemination Agent. The Dissemination Agent
shall have only such duties
as are specifically set forth in these Disclosure Instructions, and the Issuer agrees
to indemnify and save the Dissemination Agent, its officers, directors, employees and agents, harmless
against any loss, expense and liabilities which it may incur arising out of or in the exercise or performance
of its powers and duties hereunder, including the costs and expenses (including attorneys fees) of defending
against any claim of liability, but excluding liabilities due to the Dissemination Agent's negligence or
willful misconduct. The obligations of the Issuer under this Section shall survive resignation or removal of
the Dissemination Agent and payment of the Bonds. The Dissemination Agent shall not be responsible in
any manner for the content of any notice or report prepared by the Issuer pursuant to these Disclosure
Instructions.
(e) Other Designated Agents. The Issuer may, from time to time, appoint or designate a
Designated Agent to submit Annual Reports, Material Event notices, and other notices or reports pursuant
to these Disclosure Instructions. The Issuer hereby appoints the Dissemination Agent and the Designated
Agent(s) solely for the purpose of submitting Issuer-approved Annual Reports, Material Event notices,
and other notices or reports pursuant to these Disclosure Instructions. The Issuer may revoke this
designation at any time upon written notice to the Designated Agent.
Section 5. Termination of Reporting Obligation. The Issuer’s obligations under these
Disclosure Instructions shall terminate upon the legal defeasance, prior redemption or payment in full of all
of the Bonds. If the Issuer’s obligations hereunder are assumed in full by some other entity as permitted in
the Bond Resolution, such person shall be responsible for compliance with under these Disclosure
Instructions in the same manner as if it were the Issuer, and the Issuer shall have no further responsibility
hereunder. If such termination or substitution occurs prior to the final maturity of the Bonds, the Issuer shall
give notice of such termination or substitution in the same manner as for a Material Event under
Section 3@).
Section 6. Amendment; Waiver. Notwithstanding any other provision of these Disclosure
Instructions, the Issuer and the Dissemination Agent, if any, may amend of these Disclosure Instructions
(and the Dissemination Agent shall not unreasonably refuse to execute any amendment
so requested by the
Issuer) and any provision of these Disclosure Instructions may be waived, provided that: (a) Bond Counsel
or other counsel experienced in federal securities law matters provides the Issuer and the Dissemination
Agent, if any, with its opinion that the undertaking of the Issuer contained herein, as so amended or after
giving effect to such waiver, is in compliance with the SEC Rule and all current amendments thereto and
interpretations thereof that are applicable to these Disclosure Instructions; (b) if the amendment or waiver
relates to Sections 2(a) or .?(a), it may only be made in connection with a change in circumstances that
arises from a change in law or legal requirements, or change in the identity, nature or status of an obligated
person with respect to the Bonds, or the type of business conducted; and (c) the amendment or waiver is
either (1) approved by the Owners of the Bonds in the same manner as provided in the Bond Resolution
with consent of the Owners, or (2) does not in the opinion of Bond Counsel materially impair the interests of
the Owners or Beneficial Owners of the Bonds.
.
If there is an amendment or waiver of a provision of these Disclosure Instructions, the Issuer shall
describe such amendment in the next Annual Report, and shall include, as applicable, a narrative
explanation of the reason for theamendment or waiver and its impact on the type (or, in the case of a change
of accounting principles, on the presentation) of Financial Information or Operating Data being presented by
the Issuer. In addition, if the amendment relates to the accounting principles to be followed in preparing
financial statements: (a) notice of such change shall be given in the same manner as for a Material Event
under Section 3@), and (b) the Annual Report for the year in which the change is made should present a
comparison (in narrative form and also, if feasible, in quantitative form) between the financial statements as
prepared on the basis of the new accounting principles and those prepared on the basis of the former
accounting principles.
Section 7. Additional Information. Nothing in these Disclosure Instructions shall be
deemed to prevent the Issuer from disseminating any other information, using the means of dissemination
set forth in these Disclosure Instructions or any other means of communication, or including any other
information in any Annual Report or notice of occurrence of a Material Event, in addition to that which is
required by these Disclosure Instructions. If’ the Issuer chooses to include any information in any Annual
A-5
Report or notice of occurrence of a Material Event, in addition to that which is specifically required by these
Disclosure Instructions, the Issuer shall have no obligation under these Disclosure Instructions to update
such information or include it in any future Annual Report or notice of occurrence of a Material Event.
Section 8. Noncompliance. In the event of a failure of the Issuer or the Dissemination Agent,
if any, to comply with any provision of these Disclosure Instructions, the Participating Underwriter or any
Beneficial Owner of the Bonds may take such actions as may be necessary and appropriate, including
seeking mandamus or specific performance by court order, to cause the Issuer or the Dissemination Agent,
if any, as the case may be, to comply with its obligations under these Disclosure Instructions.
Noncompliance with the provisions of these Disclosure Instructions shall not be deemed an Event of Default
under the Bond Resolution, and the sole remedy under these Disclosure Instructions in the event
of any
failure of the Issuer or the Dissemination Agent, if any, to comply with these Disclosure Instructions shall
be an action to compel performance.
Section 9. Notices. Any notices or communications to or among any of the parties referenced
in these Disclosure Instructions may be given as follows:
(a) To the Issuer at:
300 West Ash
Salina, Kansas
67402
Attention: Clerk
(b) To the Participating Underwriter at the address set forth in the Bond Resolution
or such other address as is hished in writing to the other parties referenced herein.
(c) To the Dissemination Agent at the address set forth on Exhibit B attached hereto.
Any person may, by written notice to the other persons listed above, designate a different address or
telephone number(s) to which subsequent notices or communications should be sent. 4
Section 10. Electronic Transactions. Actions taken hereunder and the arrangement described
herein may be conducted and related documents may be stored by electronic means.
Section 11. . Beneficiaries. These Disclosure Instructions shall inure solely to the benefit of the
Issuer, the Dissemination Agent, if any, the Participating Underwriter and Beneficial Owners fi-om time to
time of the Bonds, and shall create no rights in any other person or entity.
Section12. Severability. If any provision in these Disclosure Instructions, the Bond
Resolution or the Bonds relating hereto, shall be invalid, illegal or unenforceable, the validity, legality and
enforceability of the remaining provisions shall not in any way be affected or impaired thereby.
Section13. Governing Law. These Disclosure Instructions shall be govern4 by and
construed in accordance with the laws of the State of Kansas.
[BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
A-6
S%NVX ‘VNIWS do AU3
,
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s
EXHIBIT A
NOTICE TO REPOSITORY OF FAILURE TO FILE ANNUAL REPORT
Name of Issuer: City of Salina, Kansas
Name of Bond Issue: $6,875,000 General Obligation Internal Improvement and Refunding
Bonds, Series 2010-4 dated as of May 1 , 2010
Name of Obligated Person:
Date of Issuance:
City of Salina, Kansas
May 5,20 10
NOTICE IS GIVEN that the City of Salina, Kansas (the “Issuer”) has not provided an Annual Report with
respect to the above-named
Bonds as required by the Continuing Disclosure Instructions dated as of May 5,
2010. The Issuer anticipates that the Annul Report will be filed by
, Dated:
CITY OF SALINA, KANSAS
BY ,as
Dissemination Agent
cc: City of Salina, Kansas
?
A- 1
EXHLBIT B
ACCEPTANCE OF DISSEMINATION AGENT
Name of Issuer: City of Salina, Kansas
Name of Bond Issue: $6,875,000 General Obligation Internal Improvement and Refunding
Bonds, Series 201 0-A, dated as of May 1,20 10
Dissemination Agent:
Notice Address
of Dissemination Agent:
, having been duly appointed by the City of Salina, Kansas to act in
the capacity of Dissemination Agent pursuant to the Continuing Disclosure* Instructions to which this
acceptance is attached, accepts such duties and responsibilities set forth therein.
Dated:
B-1
FEDERALTAXCERTIFICATE
Dated as
of May 5,2010
OF
THE CITY OF SALINA, KANSAS
$6,875,000
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
SERIES 2010-A
FEDERAL TAX CERTIFICATE
TABLE OF CONTENTS
Page
ARTICLE I DEFINITIONS
Section 1-01 Definitions of Words and Terms .................................................................................... 1
ARTICLE
11 GENERAL REPRESENTATIONS AND COVENANTS
Section 2.01
Section 2.02
Representations and Covenants of the Issuer
................................................................ 6
Survival of Representations and Covenants .................................................................. 9
ARTICLE III ARBITRAGE CERTIFICATIONS AND COVENANTS
Section 3.01
Section 3.02
Section 3.03
Section 3.04
Section 3.05
Section 3.06
Section 3.07
Section 3.08
Section 3.09
Section 3.10
Section 3.11
Section 3.12
Section 3.13
Section 3.14
Section 3.15
General .......................................................................................................................... 9
Reasonable Expectations ............................................................................................... 9
Purpose of Financing ..................................................................................................... 9
Funds and Accounts ....................................................................................................... 9
Amount and Use of Bond Proceeds and Other Money .................................................. 9
Multipurpose Issue ...................................................................................................... 10
No Advance Refunding ............................................................................................... 10
Current Refunding ....................................................................................................... 10
Completion of Financed Improvements; New Money Portion ................................... 10
Sinking Funds .............................................................................................................. 11
Reserve, Replacement and Pledged Funds .................................................................. 11
Purpose Investment Yield ............................................................................................ 11
Offering Prices and Yield on Bonds ............................................................................ 11
Miscellaneous Arbitrage Matters ................................................................................ 11
Conclusion ................................................................................................................... 12
ARTICLE
IV ARBITRAGE INVESTMENT AND REBATE INSTRUCTIONS
Section 4.01
Section 4.02
Section 4.03
Section 4.04
Section 4.05
Section 4.06
Section 4.07
Section 4.08
Section 5.01
Section 5.02
Section 5.03
Section 5.04
Temporary PeriodsNield Restriction .......................................................................... 12
Fair Market Value ....................................................................................................... 12
Certain Gross Proceeds Exempt from the Rebate Requirement .................................. 15
Computation and Payment of Arbitrage Rebate .......................................................... 17
Successor Rebate Analyst ............................................................................................ 17
Rebate Report Records ................................................................................................ 18
Survival after Defeasance ............................................................................................ 18
Filing Requirements .................................................................................................... 18
ARTICLE V MISCELLANEOUS PROVISIONS
Term of Tax Certificate ............................................................................................... 18
Amendments ................................................................................................................ 18
Opinion of Bond Counsel ............................................................................................ 18
Reliance ....................................................................................................................... 18
1
Section 5.05 Severability .................................................................................................................. 19
Section 5.06 Benefit of Certificate. .................................................................................................. 19
Section 5.07 Default; Breach and Enforcement. ...... ........ . . . .. .. . .. .. .. .. .. ... .. ... . .. .. .. ... ... .... .. . .. . .. .. . . . .. .. . .. .19
Section 5.08 Record Keeping Responsibilities. .... ... ... .. . .. . . .. . .. ..... .. ......... .... .. .. ... .. ... .. .. .. ... ... .. ... ..... .. .19
Section 5.09 Execution in Counterparts. .. .. .. .. .. .. ... ... .. . ... .. . . . . ...... .. .. .. ..... .. .... .. .. .. ... ..... .... ... . .. .......... .. .19
Section 5.10 Governing Law ............................................................................................................ 20
Section 5.11 Electronic Transactions. .............................................................................................. 20
LIST OF EXHIBITS TO FEDERAL TAX CERTIFICATE
A. LRS FORM 8038-G
Evidence of filing
B. RECEIPT
FOR PURCHASE PRICE
C. RECEIPT
AND REPRESENTATION
D. DESCRIPTION OF PROPERTY COMPRISING THE FINANCED IMPROVEMENTS
Schedule 1 Debt Service Schedule and Proof of Yield
***
.. 11
FEDERAL TAX CERTIFICATE
THIS FEDERAL TAX CERTIFICATE (the “Tax Certificate”), is executed as of May 5,2010
(the “Issue Date”), by the City of Salina, Kansas (the “Issuer”).
-.
RECITALS
1.
This Tax Certificate is being executed and delivered in connection with the issuance by
the Issuer of $6,875,000 principal amount of General Obligation Internal Improvement and Refunding
Bonds, Series 2010-A (the “Bonds”), under the Bond Resolution (as herein defined), for the purposes
described in this Tax Certificate and in the Bond Resolution.
2.
The Internal Revenue Code of 1986, as amended (the “Code”), and the applicable
Regulations and rulings issued by the
U.S. Treasury Department (the “Regulations~’), impose certain
limitations on the uses and investment of the Bond proceeds and of certain other money relating to the
Bonds and set forth the conditions under which the interest on the Bonds will be excluded from gross
income for federal income t& purposes.
3. The Issuer is executing this Tax Certificate in order to set forth certain facts, covenants,
representations, and expectations relating to the use of Bond proceeds and the property financed or
refinanced with those proceeds and the investment of the Bond proceeds and of certain other related
money, in order to establish and maintain the exclusion of the interest on the Bonds from gross income for
federal income tax purposes and to provide guidance for complying with the arbitrage rebate provisions
of Code
5 148(f).
NOW, THEREFORE, in consideration of the foregoing and the mutual representations,
covenants and agreements set forth in this Tax Certificate, the Issuer represents, covenants and agrees as
follows:
ARTICLE I
DEFINITIONS
Section 1.01
Definitions of Words and Terms. Except as otherwise provided in this Tax
Certificate or unless the context otherwise requires, capitalized words and terms used in this Tax
Certificate have the same meanings as set forth in the Bond Resolution, and certain other words and
phrases have the meanings assigned in Code $6 103, 141-150 and the Regulations. The following words
and terms used in this Tax Certificate have the following meanings:
“Adjusted Gross Proceeds” means the Gross Proceeds of the New Money Portion or the
Refunding Portion, as applicable, reduced by amounts (1) in a Bona Fide Debt Service Fund or a
reasonably required reserve or replacement fund, (2) that as of the Issue Date are not expected to be Gross
Proceeds, but which arise after the end of the applicable spending period, and (3) representing grant
repayments or sale or Investment proceeds of any purpose Investment.
“Available Construction Proceeds” means the
sale proceeds of the New Money Portion,
increased by (i) Investment earnings on the sale proceeds, (ii) earnings on amounts in a reasonably
required reserve or replacement fund allocable to the New Money Portion but not funded from the Bonds,
1
and (iii) earnings on such earnings, reduced by sale proceeds (A) in any reasonably required reserve fund
or (B) used to pay issuance costs of the Bonds. But Available Construction Proceeds do not include
Investment earnings
on amounts in a reasonably required reserve or replacement fund after the earlier of
(a) the second anniversary of the Issue Date; or (b) the date the Financed Improvements are substantially
completed.
“Bona Fide Debt Service Fund” means a fund, which may include Bond proceeds, that: (a) is
used primarily to achieve a proper matching of revenues with principal and interest payments within each
Bond Year; and (b) is depleted at least once each Bond Year, except for a reasonable carryover amount not
to exceed the greater of (1) the earnings on the fund for the immediately preceding Bond Year, or (2) one-
twelfth of the principal and interest payments on the Bonds for the immediately preceding Bond Year.
“Bond” or “Bonds” means any bond or bonds described in the recitals, authenticated and
delivered under the Bond Resolution.
“Bond Counsel” means Gilmore & Bell, P.C., or other fm of nationally recognized bond
counsel acceptable to the Issuer.
“Bond Resolution” means Ordinance No. 10-10540 and Resolution
No. 10-6726 of the Issuer
duly adopted by the governing body of the Issuer on April 19,2010, as originally executed by the Issuer,
as amended and supplemented in accordance with the provisions of the Bond Resolution.
“Bond Year” means each one-year period (or shorter period for the first Bond Year) ending
October
1 or another one-year period selected by the Issuer.
“Code” means the Internal Revenue Code of 1986, as amended.
“Computation Date” means each date on which arbitrage rebate for the Bonds is computed. The
Issuer may treat any date as a Computation Date, subject to the following limits:
(a) The first rebate installment payment must be made for a Computation Date not later than
5 years after the Issue Date;
(b) Each subsequent rebate installment payment must be made for a Computation Date not
later than 5 years after the previous Computation Date for which an installment payment
was made; and
(c) The date the last Bond is discharged is the final Computation Date.
The Issuer selects October 1,2014 as the first Computation Date but reserves the right to select a different
date consistent with the Regulations.
“Financed Improvements” means any of the property financed or refinanced with the proceeds
of the Bonds and the Original Obligations as described
on Exhibit D.
“Gross Proceeds” means (a) sale proceeds (any amounts actually or constructively received by
the Issuer fiom the sale of the Bonds, including amounts used to pay underwriting discount or fees, but
excluding pre-issuance accrued interest), (b) Investment proceeds (any amounts received from investing
2
sale proceeds or other Investment proceeds, (c) any amounts held in a sinking fund for the Bonds, (d) any
amounts held in a pledged fund or reserve fund for the Bonds, and (e) any other replacement proceeds.
Specifically, the term Gross Proceeds includes (but is not limited to) amounts held in the
following
funds and accounts:
(1) Improvement Fund;
(2) Redemption Fund;
(3) Debt Service Account; and
(4) Rebate Fund (to the extent funded with sale proceeds or Investment proceeds of
the Bonds).
“Guaranteed Investment Contract” is any Investment with specifically negotiated withdrawal
or reinvestment provisions and a specifically negotiated interest rate, including any agreement to supply
Investments on two or more future dates (e.g., a forward supply contract).
“Investment” means any security, obligation, annuity contract or other investment-type property
that is purchased directly with, or otherwise allocated to, Gross Proceeds. Such term does not include a
tax-exempt bond, except for “specified private activity bonds” as such term is defined in Code
Q 57(a)(5)(C), but does include the investment element of most interest rate caps.
“IRS” means the United States Internal Revenue Service.
“Issue Date” means May 5,20 10.
“Issuer” means the City of Salina, Kansas, and its successors and assigns, or any body, agency or
instrumentality of the State succeeding to or charged with the powers, duties and functions of the Issuer.
“Management Agreement” means a legal agreement defined in Regulations fj 1.141-3(b) as a
management, service, or incentive payment contract with an entity that provides services involving all or
a portion of any function of the Financed Improvements, such as a contract to manage the entire Financed
Improvements or a portion of the Financed Improvements. However, contracts for services that are solely
incidental to the primary governmental function of the Financed Improvements (for example, contracts
for janitorial, office equipment repair, billing, or similar services) are not treated as Management
Agreements.
“Measurement Period” means, with respect to each item of property financed as part of the
Financed Improvements with proceeds of the New Money Portion, the period beginning on the later of (i)
the Issue Date or
(ii) the date the property is placed on service and ending on or the earlier of (A) the final
maturity date of the Bonds or (B) the expected economic useful life of the property. With respect to each
item of property financed as part of the Financed Improvements with proceeds of the Original
Obligations, the period beginning on the later of (i) the issue date of the Original Obligations or (ii) the
date the property was or will be placed on service, and ending on the earlier of (A) the final maturity date
of the Bonds or (B) the expected economic usehl life of the property.
“Minor Portion” means the lesser of $100,000 or
5% of the sale proceeds of the Bonds.
“Net Proceeds” means the sale proceeds of the Bonds or New Money Portion, as applicable,
(excluding pre-issuance accrued interest) less any proceeds deposited in a reasonably required reserve or
replacement fund, plus all Investment earnings on such sale proceeds.
3
“New Money Portion” means the portion of the Bonds described in Sectiun 3.06.
"Nan-Qualified Use” means use of Bond proceeds or the Financed Improvements in a trade or
business carried on by any Non-Qualified User. The rules set out in Regulations
6 1.141-3 determine
whether Bond proceeds or the Financed Improvements are “used” in a trade or business. Generally,
ownership, a lease, or any other use that grants a Non-Qualified User a special legal right or entitlement
with respect to the Financed Improvements, will constitute use under Regulations
6 1.141-3.
“Non-Qualified User” means any person or entity other than a Qualified User.
“Opinion
of Bond Counsel” means the written opinion of Gilmore & Bell, P.C. or other
nationally recognized
fm of bond counsel. Unless otherwise specifically noted herein an Opinion of
Bond Counsel must conclude that the action or proposed action or the failure to act or proposed failure to
act for which the opinion is required will not adversely affect the exclusion of the interest on the Bonds
from gross income for federal income tax purposes.
“Original Obligations” means the Series 1993-A Bonds, which was the initial issue of tax-
exempt governmental obligations that financed a portion of the Financed Improvements.
“Output Contract”
is defined in Regulations 4 1.141-7 and generally includes any contract with
a Non-Qualified User that provides for the purchase of the output of Financed Improvements.
“Proposed Regulations” means the proposed arbitrage regulations including Prop. Treas. Reg.
$8 1.148-0, 1.148-3, 1.1484, 1.148-5, 1.148-8, and 1.148-11 (published at 72 Fed. Reg. 54606 (Sept. 26,
2007)).
“Purchaser” means Country Club Bank, Prairie Village, Kansas, the original purchaser of the
Bonds, and any successor and assigns.
“Qualified Use Agreement” means any of the following:
(a) A lease or other short-term use by members of the general public who occupy the
Financed Improvements on a short-term basis in the ordinary course of the Issuer’s governmental
purposes.
(b) Agreements with Qualified Users or Non-Qualified Users to use all or a portion of the
Financed Improvements for a period up to 200 days in length pursuant to an arrangement whereby (1) the
use of the Financed Improvements under the same or similar arrangements is predominantly by natural
persons who are not engaged in a trade or business and (2) the compensation for the use is determined
based on generally applicable, fair market value rates that are in effect at the time the agreement is
entered into or renewed. Any Qualified User or Non-Qualified User using all or any portion of the
Financed Improvements under this type of arrangement may have a right of first refusal to renew the
agreement at rates generally in effect at the time of the renewal.
(c) Agreements with Qualified Users or Non-Qualified Users to use all or a portion of the
Financed Improvements for a period Up to 100 days in length pursuant
to arrangements whereby (1) the
use of the property by the person would be general public use but for the fact that generally applicable
and uniformly applied rates are not reasonably available to natural persons not engaged in a trade or
business,
(2) the compensation for the use under the arrangement is determined based on applicable, fair
4
market value rates that are in effect at the time the agreement is entered into or renewed, and (3) the
Financed Improvements was not constructed for a principal purpose of providing the property for use by
that Qualified User or Non-Qualified User. Any Qualified User or Non-Qualified User using all or any
portion of the Financed Improvements under this type of kgement may have a right of first refisal to
renew the agreement at rates generally in effect at the time of the renewal.
(d) Agreements with Qualified Users or Non-Qualified Users to use all or a portion of the
Financed Improvements for a period up to 50 days in length pursuant to a negotiated arm’s-length
arrangement at fair market value so long as the Financed Improvements was not constructed for a
principal purpose of providing the property for use by that person.
“Qualified User” means a state, territory, possession of the United States, the District of
Columbia, or any political subdivision thereof, or any instrumentality of such entity, but it does not
include the United States or any agency or instrumentality of the United States.
“Reasonable Retainage” means Gross Proceeds retained by the Issuer for reasonable business
purposes, such as to ensure or promote compliance with a construction contract; provided that such
amount may not exceed (a) for purposes of the 18-month spending test,’5% of Net Proceeds of the New
Money Portion on the date 18 months after the Issue Date, or (b) for purposes of the 2-year spending test,
5% of the Available Construction Proceeds as of the end of the 2-year spending period.
“Rebate Analyst” means Gilmore & Bell, P.C. or any successor rebate analyst selected pursuant
to this Tax Certificate.
“Refunded Obligations” means the Series 2002-A Bonds maturing in the years 2011 to 2013,
inclusive, in the aggregate principal amount of $630,000.
“Refunding
Portion” means the sale proceeds of the Bonds identified in Section 3.06 together
with
+e remaining Gross Proceeds of the Bonds properly allocable to the refunding of the Refunded
Obligations.
“Regulations” means all Regulations issued by the U.S. Treasury Department to implement the
provisions of Code
6 6 103 and 14 1 through 150 and applicable to the Bonds.
“Series 1993-A Bonds” means the Issuer’s Combined Water and Sewage System Improvement
Revenue Bonds, Series 1993-A, dated July 1, 1993, originally issued in the principal amount of
$3,200,000.
“Series 2002-A Bonds” means the Issuer’s General Obligation Water and Sewage System
Refunding Bonds, Series 2002-A, dated January 15,2002.
“State” means the State of Kansas.
“Tax Certificate” means this Federal Tax Certificate as it may from time to time be amended and
supplemented in accordance with its terms.
“Transcript” means the Transcript of Proceedings relating to the authorization and issuance of
the Bonds.
5
“Yield” means yield on the Bonds, computed under Regulations 6 1.148-4, and Yield on an
Investment, computed under Regulations 5 1.148-5.
ARTICLE I1
GENERAL REPRESENTATIONS AND COVENANTS
Section 2.01
covenants as follows:
Representations and Covenants of the Issuer. The Issuer represents and
(a) Organization and Authority. The Issuer (1) is a city of the first class, duly created,
organized and existing under the Constitution and laws of the State, and (2) has lawful power and
authority to issue the Bonds for the purposes set forth in the Bond Resolution, to enter into, execute and
deliver the Bond Resolution, the Bonds, and this Tax Certificate and to carry out its obligations under this
Tax Certificate and under such documents, and (3) by all necessary action has been duly authorized to
execute and deliver the Bond Resolution, the Bonds, and this Tax Certificate, acting by and through its
duly authorized officials.
(b) Tax-Exempt Status of Bonds-General Representation and Covenants. In order to
maintain the exclusion of the interest on the Bonds fiom gross income for federal income tax purposes,
the Issuer (1) will take whatever action, and refrain fiom whatever action, necessary to comply with the
applicable requirements of the Code; (2) will not use or invest, or permit the use or Investment of, any
Bond proceeds, other money held under the Bond Resolution, or other funds of the Issuer, in a manner
that would violate applicable provisions of the Code; and (3) will not use, or permit the use of, any
portion of the Financed Improvements in a manner that would cause any Bond to become a “private
activity bond” as defined in Code 6 141.
(c) Governmental Obligations-Use of Proceeds. Throughout the Measurement Period, all
of the Financed Improvements are expected to be owned by the Issuer or another Qualified User.
Throughout the Measurement Period no portion of the Financed Improvements are expected to be used in
a Non-Qualified Use. Throughout the Measurement Period, the Issuer will not permit any Non-Qualified
Use of the Financed Improvements without first obtaining an Opinion of Bond Counsel.
(d) GovernmentaZ Obligations-Private Security or Payment. As of the Issue Date, the
Issuer expects that none of the principal and interest on the Bonds will be (under the terms of the Bonds
or any underlying arrangement) directly or indirectly:
(1) Secured by (i) any interest in property used or to be used for a private business
use, or (ii) any interest in payments in respect of such property; or
(2) Derived fiom payments (whether or not such payments are made to the Issuer) in
respect of property, or borrowed money, used or to be used for a private business use.
, For purposes of the foregoing, taxes of general application, including payments in lieu of taxes, are not
treated as private payments or as private security. The Issuer will not permit any private security or
payment with respect to the Bonds without first obtaining an Opinion of Bond Counsel.
(e) No Private Loan, Special Assessments. Not more than 5% of the proceeds of the Bonds
will be loaned directly or indirectly to any Non-Qualified User. The payment of principal and interest on
6
the Bonds will be funded, in whole or in part from mandatory special assessments against the property
benefiting from the Financed Improvements. The use of the proceeds of the Bonds andor the Original
Obligations is not treated as a loan of such proceeds because (1) the special assessment is an enforced
contribution for the purpose of raising revenue for specific capital improvements; (2) the assessment does
not include any fee for services; (3) the assessment and collection of the tax is not dependent upon, and
does not vary, depending on whether the taxpayer engaged, or the property is used, in a trade
or business;
(4) the tax is imposed to pay for an essential governmental function; and (5) the owners of property
benefitting from the Financed Improvements are eligible or required to make deferred payments of the
special assessment giving rise to the use of proceeds on an equal basis.
(f) Management Agreements. As of the Issue Date, the Issuer has no Management
Agreements with Non-Qualified Users. During the Measurement Period, the Issuer will not enter into or
renew any Management Agreement with any Non-Qualified User without frst obtaining an Opinion of
Bond Counsel.
(g) Leases. As of the Issue Date, the Issuer has not entered into any leases of any portion of
the Financed Improvements other than Qualified Use Agreements. During the Measurement Period, the
Issuer will not enter into or renew any lease or similar agreement or arrangement other than a Qualified
Use Agreement without first obtaining an Opinion of Bond Counsel.
(h) Output Contracts, As of the Issue Date the Issuer does not have any Output Contract.
During the Measurement Period the Issuer will not enter into any Output Contract without first obtaining
an Opinion of Bond Counsel.
(i) Limit on Maturity of Bonds. A list of the assets included in the Financed Improvements
and
a computation of the “average reasonably expected economic life” is attached to this Tax Certificate
as Exhibit D. Based on this computation, the “average maturiv of the Bonds of 7.042 years, as
computed by Bond Counsel, does not exceed 120% of the average reasonably expected economic life of
the Financed Improvements ( years).
(i) Reimbursement of Expenditures. The governing body of the Issuer adopted resolutions
declaring the intent of the Issuer to finance the New Money Portion of the Financed Improvements with
tax-exempt bonds and to reimburse the Issuer for expenditures made for the Financed Improvements prior
to the issuance of such bonds. The resolutions are contained in Tabs 1 to 5, inclusive of the Transcript.
No portion of the Net Proceeds of the New Money Portion will be used to reimburse an expenditure paid
by the Issuer more than
60 days prior to the date the respective resolution was adopted. No
reimbursement allocation will be made for an expenditure made more than 3 years prior to the date of the
reimbursement allocation. In addition no reimbursement allocation will be made more than 18 months
following the later of (1) the date of the expenditure or (2) the date the Financed Improvements (financed
with the New Money Portion) were placed in service.
(k) Registered Bonds. The Bond Resolution requires that all of the Bonds will be issued and
held in registered form within the meaning of Code
6 149(a).
(1) Bonds Not Federaffy Guaranteed. The Issuer will not take any action or permit any
action to be taken which would cause any Bond to be “federally guaranteed” within the meaning of Code
6 149(b).
(m) IRS Form 8038-6. Attached as Exhibit A is a copy of IRS Form 8038-G (Information
Return for Tax-Exempt Governmental Obligations) that is being executed by a representative of the Issuer
7
and which is being filed with the Internal Revenue Service in connection with the issuance of the Bonds
as required by Code 8 149(e). Bond Counsel prepared Form 8038-G in connection with the issuance of
the Bonds. The Issuer knows of no inaccuracies in the Form 8038-G prepared by Bond Counsel. The
Issuer is the sole Qualified User of the proceeds of the Bonds listed
on Lines 1 1-1 8 of Form 8038-G.
(n) Hedge Bonds. At least 85% of the Net Proceeds of the New Money Portion will be used
to carry out the governmental purpose of the New Money Portion within 3 years after the Issue Date, and
not more than 50% of the proceeds of the New Money Portion will be invested in Investments having a
substantially guaranteed Yield for four years or more. At least 85% of the Net Proceeds of the Original
Obligations were used to carry out the governmental purpose of the Original Obligations within 3 years
after the issue date of the Original Obligations, and not more than
50% of the proceeds of the Original
Obligations were invested in Investments having a substantially guaranteed Yield for four years or more.
(0) Compliance with Future Tax Requirements. The Issuer understands that the Code and
the Regulations may impose new or different restrictions and requirements
on the Issuer in the future.
The Issuer will comply with such future restrictions that are necessary to maintain the exclusion of the
interest on the Bonds from
gross income for federal income tax purposes.
(p)
’ Single Issue; No Other Issues. The Bonds constitute a single “issue” under Regulations
6 1.150-1 (c). No other debt obligations of the Issuer (1) are being sold within 15 days of the sale of the
Bonds, (2) are being sold under the same plan of financing as the Bonds, and (3) are expected to be paid
from substantially the same source of funds as the Bonds (disregarding guarantees from unrelated parties,
such as bond insurance). The Issuer has contemporaneously sold and is issuing its General Obligation
Temporary Notes, Series 2010-1 in the principal amount of $2,500,000 (the “Notes”). The Notes were
sold under a different plan of financing and are expected to be paid from different sources of funds than
the Bonds, and therefore constitute a separate “issue” under Regulations
3 1.150-l(c).
(q) Interest Rate Swap. As of the Issue Date the Issuer has not entered into an interest rate
swap agreement
or any other similar arrangement designed to modify its interest rate risk with respect to
the Bonds. The Issuer will not enter into any such arrangement in the future without obtaining an
Opinion of Bond Counsel.
(r) Guaranteed Investment Contract. As of the Issue Date, the Issuer does not expect to
enter into a Guaranteed Investment Contract for any Gross Proceeds of the Bonds. The Issuer will be
responsible for complying with Section 4.02(d) hereof if it decides to enter into a Guaranteed Investment
Contract at a later date.
(s) Bank Qualified Tax-Exempt Obligations. The Issuer designates the Bonds as
“qualified tax-exempt obligations” under Code 5 265(b)(3), and with respect to said designation
certifies
as follows:
(1) The reasonably anticipated amount of tax-exempt obligations (other than private
activity bonds) that will be issued by or on behalf of the Issuer (and all subordinate entities of the
Issuer) during the calendar year that the Bonds are issued, including the Bonds, is not reasonably
expected to exceed $30,000,000; and
(2) The Issuer (including all subordinate entities of the Issuer) will not issue tax-
exempt obligations (other than private activity bonds) during the calendar year that the Bonds are
issued, including the Bonds, in an aggregate principal amount or aggregate issue price in excess
8
of $30,000,000, without first obtaining an Opinion of Bond Counsel that the designation of the
Bonds as “qualified tax-exempt obligations” will not be adversely affected.
Section 2.02 Survival
of Representations and Covenants. All representations, covenants
and certifications contained in this Tax Certificate or in any certificate or other instrument delivered by
the Issuer under this Tax Certificate, will survive the execution and delivery of such documents and the
issuance of the Bonds, as representations of facts existing as of the date
of execution and delivery of the
instruments containing such representations. The foregoing covenants of
this Section will remain in full
force and effect notwithstanding the defeasance of the Bonds.
ARTICLE I11
ARBITRAGE CERTIFICATIONS AND COVENANTS
Section 3.01 General. The purpose of this Article is to certify, under Regulations 0 1.148-
2(b), the Issuer’s expectations as to the sources, uses and Investment of Bond proceeds and other money,
in order to support the Issuer’s conclusion that the Bonds are not arbitrage bonds. The person executing
this Tax Certificate on behalf of the Issuer is an officer of the Issuer responsible for issuing the Bonds.
Section 3.02 Reasonable Expectations. The facts, estimates and expectations set forth in this
Article are based upon and in reliance upon the Issuer’s understanding of the documents and certificates
that comprise the Transcript, and the representations, covenants and certifications of the parties contained
therein. To the Issuer’s knowledge, the facts and estimates set forth in this Tax Certificate are accurate,
and the expectations of the Issuer set forth in this Tax Certificate are reasonable. The Issuer has no
knowledge that would cause it to believe that the representations, warranties and certifications described
in this Tax Certificate are unreasonable or inaccurate or may not be relied upon.
Section 3.03 Purpose of Financing. The Bonds are being issued for the purpose of providing
funds to: (a) pay a portion of the costs of certain capital improvements, as described in the Bond
Resolution, which unless otherwise noted herein, shall be referred herein as the Financed Improvements;
and (b) pay a portion of the costs of refunding the Refunded Obligations, as described in the Bond
Resolution. The purpose of the refinding is to achieve interest cost savings through early redemption of
the Refunded Obligations and to provide an orderly plan of finance for the Issuer.
Section 3.04
under the Bond Resolution:
Funds and Accounts. The following funds and accounts have been established
(a) Improvement Fund;
(b) Redemption Fund;
(c) Debt Service Account; and
(d) Rebate Fund.
Section
3.05 Amount and Use of Bond Proceeds and Other Money.
(a) Amount of Bond Proceeds. The total proceeds to be received by the Issuer fiom the
sale of the Bonds are as evidenced in Exhibit B attached to this Tax Certificate.
9
(b)
as follows:
Use of Bond Proceeds. The Bond proceeds are expected to be allocated to expenditures
(1) All accrued interest will be deposited in the Debt Service Account and allocated
to pay interest on the Bonds.
(2) The
sum of $6,300,009.15 will be deposited in the Improvement Fund, of which
$51,837.50 will be used to pay costs of issuing the Bonds and $6,248,171.65 will be used to pay
costs of the Financed Improvements.
'
(3) The remaining Bond proceeds in the amount of $616,583.22, together with bds
provided by the Issuer in accordance with section (c) hereof, shall be deposited into the
Redemption Fund and paid and transferred to the paying agent for the Refunded Obligations, with
irrevocable instructions to apply such amount to the payment of the Refunded Obligations. Any
amount not
so used on the redemption date will be transferred to the Debt Service Account.
(c) Use of Other Moneys. In addition to proceeds of the Bonds, the Issuer will allocate
available moneys representing available funds of the Issuer in an amount of $207,757.50 to provide for
payment of the Refunded Obligations.
Section3.06 Multipurpose Issue. The Issuer is applying the arbitrage rules to separate
financing purposes of the issue that have the same initial temporary period as if they constitute a single
issue for purposes pursuant to Regulations 0 1.148-9(h)(3)(i). 'Under Regulations 0 1.148-9(h), the Bonds
will be treated as two separate issues (a New Money Portion and a Rehnding Portion) for purposes of
applying certain of the arbitrage restrictions under Code
6 148. The sale proceeds ofthe Bonds allocable
to the Refunding Portion is $625,886. The sale proceeds of the Bonds allocable to the New Money
Portion is $6,340,438.
Section 3.07 No Advance Refunding. No proceeds of the Bonds will be used more than 90
days following the Issue Date to pay principal or interest on any other debt obligation.
Section 3.08 Current Refunding.
(a) Proceeds Used For Current Refunding. Proceeds of the Refunding Portion will be used
to pay principal and interest on the Refunded Obligations. All such proceeds shall be spent not later than
90 days after the Issue Date.
(b) Transferred Proceeds. There are no unspent proceeds (sale proceeds, Investment
proceeds or transferred proceeds) of the Refunded Obligations. Therefore there are no transferred
proceeds of the Bonds. Upon discharge of any principal amount of the Refunded Obligations with
proceeds of the Refinding Portion, a ratable portion of the remaining unspent proceeds of the Refunded
Obligations will become proceeds of the Bonds (determined in accordance Regulations
6 1.148-9(b).
Section 3.09 Completion of Financed Improvements; New Money Portion. The Issuer has
incurred, or will incur within 6 months after the Issue Date, a substantial binding obligation to a third
p&y to spend at least
5% of the Net Proceeds of the New Money Portion on the Financed Improvements.
The completion of the Financed Improvements and the allocation of the Net Proceeds of the New Money
Portion to expenditures will proceed with due diligence. At least 85% of the Net Proceeds of the New
Money Portion will be allocated to expenditures on the Financed Improvements within 3 years after the
Issue Date.
10
Section 3.10 Sinking Funds. The Issuer is required to make periodic payments in amounts
sufficient to pay the principal of and interest on the Bonds. Such payments will be deposited into the
Debt Service Account. Except for the Debt Service Account, no sinking fund or other similar fund that is
expected to be used to pay principal of or interest on the Bonds has been established or is expected to be
established. The Debt Service Account is used primarily to achieve a proper matching of revenues with
principal and interest payments on the Bonds within each Bond Year, and the Issuer expects that the Debt
Service Account will qualify as a Bona Fide Debt Service Fund.
Section 3.11 Reserve, Replacement and Pledged Funds. No reserve fund has been or will
be established for the Bonds. None of the Bond proceeds will be used as a substitute for other funds that
were intended or earmarked to pay costs of the Financed Improvements, and that instead has been or will
be used to acquire higher yielding Investments. Except for the Debt Service Account, there are no other
funds pledged or committed in a manner that provides a reasonable assurance that such funds would be
available for payment of the principal of or interest on the Bonds if the Issuer encounters financial
difficulty.
Section3.12 Purpose Investment Yield. The proceeds of the Bonds will not be used to
purchase an Investment for the purpose of carrying out the governmental purpose of the financing.
Section 3.13 Offering Prices and Yield. on Bonds.
(a) Offering Price. On Exhibit C, the Purchaser has certified that (1) all of the Bonds have
been the subject of an initial offering to the public at prices no higher than those shown on such
Exhibit C, plus accrued interest (the “Offering Prices”); and (2) the Purchaser expects that at least 10% of
the Bonds of each maturity will be sold to the public at initial offering prices no higher than said Offering
Prices. The aggregate initial offering price of the Bonds is $6,966,324.05, plus accrued interest.
(b) Bond yield. Based on the Offering Prices, the Yield on the Bonds is 2.6937907%, as
computed by Bond Counsel and shown
on Schedule I attached to this Certificate. Costs of Issuance were
not taken into account in this computation. The Issuer has not entered into an interest rate swap
agreement with respect to any portion of the proceeds of the Bonds.
The Bonds maturing on October 1, 2025 are subject to the special rules of Regulations
0 1.148-
4(b)(3) for certain Bonds that are subject to optional redemption and issued at an original issue premium
that exceeds the stated redemption price at maturity by more than !4% multiplied by the product of the
stated redemption price at maturity and the number of complete years to the first optional redemption date
for such Bond. Such maturity was sold to the public at an original issue premium in excess of the formula
stated above. Therefore, in computing Yield on the Bonds, such maturity was treated as redeemed at the
stated redemption price on the optional redemption date (October 1,2018) that produces the lowest Yield
for the Bonds.
Section 3.14 Miscellaneous Arbitrage Matters.
(a) No Abusive Arbitrage Device. The Bonds are not and will not be part of a transaction or
series
of transactions that has the effect of (1) enabling the Issuer to exploit the difference between tax-
exempt and taxable interest rates to gain a material financial advantage, and (2) overburdening the tax-
exempt bond market.
11
(b) No Over-Issuance. The sale proceeds of the Bonds, together with expected Investment
earnings thereon and other money contributed by the Issuer, do not exceed the cost of the governmental
purpose of the Bonds as described above.
Section 3.15 Conclusion. On the basis of the facts, estimates and circumstances set forth in
this Tax Certificate, the Issuer does not expect that the Bond proceeds will be used in a manner that would
cause any Bond to be an “arbitrage bond” within the meaning of Code
4 148 and the Regulations.
ARTICLE IV
ARBITRAGE INVESTMENT AND REBATE INSTRUCTIONS
Section 4.01 Temporary PeriodsNield Restriction. Except as described below, Gross
Proceeds must not be invested at a Yield greater than the Yield on the Bonds:
(a) Improvement Fund. Bond proceeds deposited in the Improvement Fund and Investment
earnings on those proceeds may be invested without Yield restriction for up to 3 years following the Issue
Date. If any unspent proceeds remain in the Improvement Fund after 3 years, those amounts may
continue to be invested without Yield restriction
so long as the Issuer pays to the IRS all Yield reduction
payments in accordance with Regulations
0 1.148-5(c). These payments are required whether or not the
Bonds are exempt from the arbitrage rebate requirements of Code
5 148.
(b) Redemption Fund. Bond proceeds deposited in the Redemption Fund and Investment
earnings on such proceeds may be invested without Yield restriction for ninety days after the Issue Date.
(c) Debt Service Account. To the extent that the Debt Service Account qualifies as a BOM
Fide Debt Service Fund, money in such account may be invested without Yield restriction for 13 months
after the date of deposit. Earnings on such amounts may be invested without Yield restriction for one year
after the date of receipt of such earnings.
(d) Minor Portion. In addition to the amounts described above, Gross Proceeds not
exceeding the Minor Portion may be invested without Yield restriction.
Section 4.02 Fair Market Value.
(a) General. No Investment may be acquired with Gross Proceeds for an amount (including
transaction costs) in excess of the fair market value of such Investment, or sold or otherwise disposed of
for an amount (including transaction costs) less than the fair market value of the Investment. The fair
market value of any Investment is the price a willing buyer would pay to a willing seller to acquire the
Investment in a bona fide, arm’s-length transaction. Fair market value will be determined in accordance
with Regulations
5 1.148-5.
(b) Established Securities Market. Except for Investments purchased for a Yield-restricted
defeasance escrow, if an Investment is purchased or sold in an arm’s-length transaction on an established
securities market (within the meaning of Code
5 1273), the purchase or sale price constitutes the fair
market value. Where there is
no established securities market for an Investment, market value must be
established using one of the paragraphs below. The fair market value of Investments purchased for a
12
Yield-restricted defeasance escrow must be determined in a bona fide solicitation for bids that complies
with Regulations 6 1.148-5.
(c) Certipcates ofDeposit. The purchase price of a certificate of deposit (a “CD) is treated
as its fair market value on the purchase date if (1) the CD has a fixed interest rate, a fixed payment
schedule, and a substantial penalty for early withdrawal, (2) the Yield on the CD is not less than the Yield
on reasonably comparable direct obligations of the United States, and (3) the Yield is not less than the
highest Yield published or posted by the CD issuer to be currently available on reasonably comparable
CDs offered to the public.
(d) Guaranteed Investment Contracts. The Issuer is applying to the Bonds Regulations
6 1.148-5(d)(6)(iii)(A) as amended by the Proposed Regulations (relating to electronic bidding of
Guaranteed Investment Contracts). The purchase price of a Guaranteed Investment Contract is treated as
its fair market value on the purchase date if all of the following requirements are met:
(1) Bona Fide Solicitation for Bids. The Issuer makes a bona fide solicitation for the
Guaranteed Investment Contract, using the following procedures:
(A) The bid specifications are in writing and are timely forwarded to
potential providers, or are made available on an internet website or other similar
electronic media that is regularly used to post bid specifications to potential bidders. A
writing includes a hard copy, a fax, or an electronic e-mail copy.
(B) The bid specifications include all “material” terms of the bid. A term is
material if it may directly or indirectly affect the Yield or the cost of the Guaranteed
Investment Contract.
(C) The bid specifications include a statement notifying potential providers
that submission of a bid is a representation (i) that the potential provider did not consult
with any other potential provider about its bid, (ii) that the bid was determined without
regard to any other formal or informal agreement that the potential provider has with the
Issuer or any other person (whether or not in connection with the bond issue), and (iii)
that the bid is not being submitted solely as a courtesy to the Issuer or any other person,
for purposes of satisfjmg the requirements of the Regulations.
(D) The terms of the bid specifications are “commercially reasonable.” A
term is commercially reasonable if there is a legitimate business purpose for the term
other
than to increase the purchase price or reduce the Yield of the Guaranteed
Investment Contract.
(E) The terms of the solicitation take into account the Issuer’s reasonably
expected deposit and draw-down schedule for the amounts to be invested.
(F) All potential providers have an equal opportunity to bid. If the bidding
process affords any opportunity for a potential provider to review other bids before
providing a bid, then providers have an equal opportunity to bid only if all potential
providers have an equal opportunity to review other bids. Thus,
no potential provider
may be given an opportunity to review other bids that is not equally given to all potential
providers (that is no exclusive “last look”) before providing a bid.
13
(G) At least
3 “reasonably competitive providers” are solicited for bids. A
reasonably competitive provider is a provider that has an established industry reputation
as a competitive provider of the type of Investments being purchased.
(2) Bids Received. The bids received must meet all of the following requirements:
(A) At least 3 bids are received from providers that were solicited as
described above and that do not have a “material financial interest” in the issue. For this
purpose, (i) a lead underwriter in a negotiated underwriting transaction is deemed to have
a material financial interest in the issue until 15 days after the Issue Date of the issue, (ii)
any entity acting as a financial advisor with respect to the purchase of the Guaranteed
Investment Contract at the time the bid specifications are forwarded to potential providers
has a material financial interest in the issue, and (iii) a provider that is a related party to a
provider that has a material financial interest in the issue is deemed to have a material
financial interest in the issue.
(E%) At least one of the 3 bids rkceived is from a reasonably competitive
provider, as defined above.
(C) If an agent or broker is used to conduct the bidding process, the agent or
broker did not bid to provide the Guaranteed Investment Contract.
(3) Winning Bid. The winning bid is the highest Yielding bona fide bid (detennined
, net of any broker’s fees).
(4) Fees Paid. The obligor on the Guaranteed Investment Contract certifies the
administrative costs that it pays (or expects to pay, if any) to third parties in connection with
supplying the Guaranteed Investment Contract.
(5) Records. The Issuer retains the following records with the bond documents until
3 years after the last outstanding Bond is redeemed:
(A) A copy of the Guaranteed Investment Contract.
(B) The receipt
or other record of the amount actually paid for the
Guaranteed Investment Contract, including a record
of any administrative costs paid by
the Issuer, and the certification as to fees paid, described in paragraph (d)(4) above.
(C) For each bid that is submitted, the name of the person and entity
submitting the bid, the time and date of the bid, and the bid results.
(D) The bid solicitation form and, if the terms of Guaranteed Investment
Contract deviated fiom the bid solicitation form or
a submitted bid is modified, a brief
statement explaining the deviation and stating the purpose for the deviation.
(e) Other Investments. If an Investment is not described above, the fair market value may be
established through a competitive bidding process, as follows:
14
(1) At least 3 bids on the Investment must be received from persons with no financial
interest in the Bonds (e.g., as underwriters or brokers); and
(2) The Yield on the Investment must be equal to or greater than the Yield offered
under the highest bid.
Section
4.03 Certain Gross Proceeds Exempt from the Rebate Requirement.
(a) General. A portion of the Gross Proceeds of the Bonds may be 'exempt from rebate
pursuant to one or more of the following exceptions. The exceptions typically will not apply with respect
to all Gross Proceeds of the Bonds and will not otherwise affect the application of the Investment
limitations described in Section 4.01. Unless specifically noted, the obligation to compute, and if
necessary, to pay rebate as set forth in Section 4.04 applies even if a portion of the Gross Proceeds of the
Bonds is exempt from the rebate requirement. To the extent all or a portion of the Bonds is exempt from
rebate the Rebate Analyst may account for such fact in connection with its preparation of a rebate report
described in Section 4.04. The Issuer may defer the final rebate Computation Date and the payment of
rebate for the Bonds to the extent permitted by Regulations $6 1.148-7(b)(l) and 1.148-3(e)(2) but only in
accordance with specific written instructions provided by the Rebate Analyst.
(b) Applicable Spending Exceptions.
(1) The Issuer expects that at least 75% of the Available Construction Proceeds will
be used for construction or rehabilitation expenditures for property owned by the Issuer. The
Issuer expects to earn Investment earnings
on Bond proceeds in the Improvement Fund.
(2) The following optional rebate spending exceptions can apply to the New Money
Portion and the Refunding Portion:
New Money Portion
(a) 6-month spending exception (Code 6 148(f)(2)(B) and Regulation
(b)
(c)
6 1.148-7(~)).
18-month spending exception (Regulation
6 148-7(d)).
2-year spending exception (Code
5 148(f)(4)(C) and Regulation 6 1.148-
7(e)).
Refinding Portion
(a) 6-month spending exception (Code 6 148(f)(2)(B) and Regulation
6 1.148-7(~)).
(c) Special Elections Made with Respect to Spending Exception Elections. No special
elections are being made in connection with the application of the spending exceptions.
(d) Bona Fide Debt Service Fund To the extent that the Debt Service Account qualifies as a
Bona Fide Debt Service Fund, Investment earnings in the Debt Service Account cannot be taken into
account in computing arbitrage rebate.
(e) Documenting Application of Spending Exception. At any time prior to the first
Computation Date, the Issuer may engage the Rebate Analyst to determine whether one or more spending
15
exceptions has been satisfied, and the extent to which the Issuer must continue to comply with Section
4.04 hereof.
(f) General Requirements for Spending Exception. The following general requirements
apply in determining whether a spending exception is met.
(1) Using Adjusted Gross Proceeds or Available Construction Proceeds to pay
principal of any
Bonds is not taken into account as an expenditure for purposes of meeting any of
the spending tests.
(2) The six-month spending exception generally is met if all Adjusted Gross
Proceeds of the New Money Portion or the Refunding Portion, as applicable
are spent within 6
months following the Issue Date. The test may still be satisfied even if up to 5% of the sale
proceeds remain at the end of the initial six-month period,
so long as this amount is spent within
one year of the Issue Date.
(3) The 18-month spending exception generally is met if all Adjusted Gross
Proceeds of the New Money Portion are spent in accordance with the following schedule:
Minimum
Time Period Percentage of
After the Adjusted Gross
Issue Date Proceeds Spent
6 months 15%
12 months 60%
18 months (Final) 100%
(4) The 2-year spending exception generally is met if all Available Construction
Proceeds are spent in accordance with the following schedule:
Minimum
Time Period Percentage
of
After the Available Construction
Issue Date Proceeds SDent
6 months 10%
12 months 45%
18 months 75%
24 months (Final) 100%
(5) For purposes of applying the 18-month and 2 year spending exceptions only, the
failure to satisfy the final spending requirement is disregarded if the Issuer uses due diligence to
complete the Financed Improvements and the failure does not exceed the lesser of 3% of the
aggregate issue price the New Money Portion or $250,000. No such exception applies for any
other spending period.
. (6) For purposes of applying the 18-month and 2 year spending exceptions only, the
Bonds meet the applicable spending test even if, at the end of the final spending period, proceeds
not exceeding a Reasonable Retainage remain unspent, so long as such Reasonable Retainage is
spent within 30 months (in the case of the 18-month exception) or 3 years (in the case of the 2
year spending test) after the Issue Date.
16
(7) Spending exceptions may be applied separately to the New Money Portion and
the Refunding Portion.
Section 4.04 Computation and Payment
of Arbitrage Rebate.
(a) Rebate Fund. The Issuer will keep the Rebate Fund separate from all other fimds and
will administer the Rebate Fund under
this Tax Certificate. Any Investment earnings derived from the
Rebate Fund will be credited to the Rebate Fund, and any Investment loss will be charged to the Rebate
Fund.
(b) Computation of Rebate Amount. The Issuer will provide the Rebate Analyst Investment
reports relating to each fund held by it that contains Gross Proceeds of the Bonds together with copies of
Investment reports for any funds containing Gross Proceeds that are held by a party other than the Issuer
annually as of the end of each Bond Year and not later than ten days following each Computation Date.
Each Investment report provided to the Rebate Analyst will contain a record of each Investment,
including (1) purchase date,
(2) purchase price, (3) information establishing the fair market value on the
date such Investment was allocated to the Bonds, (4) any accrued interest paid,
(5) face amount, (6)
coupon rate, (7) fiequency of interest payments, (8) disposition price, (9) any accrued interest received,
and (10) disposition date. Such records may be supplied in electronic form. The Rebate Analyst will
compute rebate following each Computation Date and deliver a written report to the Issuer together with
an opinion or certificate of the Rebate Analyst stating that arbitrage rebate was determined in accordance
with the Regulations. Each report and opinion will be provided not later than 45 days following the
Computation Date to which it relates. In performing its duties, the Rebate Analyst may rely, in its
discretion, on the correctness of financial analysis reports prepared by other professionals. If the sum of
the amount on deposit in the Rebate Fund and the value of prior rebate payments
is less than the arbitrage
rebate due, the Issuer will, within 55 days after such Computation Date, pay the rebate amount or amount
of the deficiency for deposit into the Rebate Fund. If the sum of the amount on deposit in the Rebate
Fund and the value of prior rebate payments is greater than the Rebate Amount the Issuer will transfer
such surplus in the Rebate Fund to the Debt Service Account. After the final Computation Date or at any
other time if the Rebate Analyst has advised the Issuer, any money left in the Rebate Fund will be paid to
the Issuer and may be used for any purpose not prohibited by law.
(c) Rebate Payments. Within 60 days after each Computation Date, the Issuer will pay to the
United States the rebate amount then due, determined in accordance with the Regulations. Each payment
must be (1) accompanied by IRS Form 8038-T and such other forms, documents or certificates as may be
required by the Regulations, and (2) mailed or delivered to the IRS at the address shown below, or to such
other location as the IRS may direct:
Internal Revenue Service Center
Ogden,
UT 84201
Section 4.05 Successor Rebate Analyst.
E the firm acting as the Rebate Analyst resigns or
becomes incapable of acting for any reason, or if the Issuer desires that a different firm act as the Rebate
Analyst, then the Issuer by an instrument or concurrent instruments in writing delivered to the fm then
serving as the Rebate Analyst and any other party to this Tax Certificate, will engage a successor Rebate
Analyst. In each case the successor Rebate Analyst must be a firm of nationally recognized bond counsel
or a firm of independent certified public accountants and such firm must expressly agree to undertake the
responsibilities assigned to the Rebate Analyst hereunder.
17
Section 4.06 Rebate Report Records. The Issuer will retain copies of each arbitrage rebate
report and opinion until 3 years after the final Computation Date.
Section 4.07 Su.rvival after Defeasance. Notwithstanding anything in the Bond Resolution to
the contkry, the obligation to pay arbitrage rebate to the United States will survive the payment or
defeasance of the Bonds.
Section
4.08 Filing Requirements. The Issuer will file or cause to be filed with the IRS such
reports or other documents as are required by the Code in accordance with an Opinion of Bond Counsel.
ARTICLE V
MISCELLANEOUS PROVISIONS
Section5.01 Term of Tax Certificate. This Tax Certificate will be effective concurrently
with the issuance and delivery of the Bonds and will continue in force and effect until the principal of,
redemption premium, if any, and interest on all Bonds have been fully paid and all such Bonds are
cancelled; provided that the provisions of Article Nof this Tax Certificate regarding payment of arbitrage
rebate and all related penalties and interest will remain in effect until all such amounts are paid to the
United States and the provisions of Section 5.08 hereof relating to record keeping shall continue in force
for the period described therein for records to be retained..
Section 5.02 Amendments. This Tax Certificate may be amended from time to time by the
parties to this Tax Certificate without notice to or the consent of any of the owners of the Bonds, but only
if such amendment is in writing and is accompanied by an Opinion of Bond Counsel to the effect that,
under then existing law, assuming compliance with this Tax Certificate as so amended such amendment
will not cause interest on any Bond to be included in
gross income for federal income tax purposes. No
such amendment will become effective until the Issuer receives this Opinion of Bond Counsel.
Section 5.03 Opinion of Bond Counsel. The Issuer may deviate from the provisions of this
Tax Certificate if furnished with an Opinion of Bond Counsel to the effect that the proposed deviation will
not adversely affect the exclusion of interest on the Bonds from gross income for federal income tax
purposes.. The Issuer will comply with any further or different instructions provided in an Opinion of
Bond Counsel to the effect that the further or different instructions need to be complied with in order to
maintain the validity of the Bonds or the exclusion from gross income
of interest on the Bonds.
Section504 Reliance. In delivering this Tax Certificate the Issuer is making only those
certifications, representations and agreements as are specifically attributed to it in this Tax Certificate.
The Issuer is not aware of any facts or circumstances which would cause it to question the accuracy of the
facts, circumstances, estimates or expectations of any other party providing certifications as part of this
Tax Certificate and, to the best of its knowledge, those facts, circumstances, estimates and expectations
are reasonable. The parties to this Tax Certificate understand that its certifications will be relied upon by
Bond Counsel in rendering its opinion as to the validity of the Bonds and the exclusion from federal
gross
income of the interest on the Bonds.
18
Section505 Severability. ' If any provision in this Tax Certificate or in the Bonds is
determined to be invalid, illegal or unenforceable, the validity, legality and enforceability of the
remaining provisions will not be affected or impaired.
Section506 Benefit of Certificate. This Tax Certificate is binding upon the Issuer its
respective successors and assigns, and inures to the benefit of the parties to this Tax Certificate and the
owners of the Bonds. Nothing in this Tax Certificate or in the Bond Resolution or the Bonds, express or
implied, gives to any person, other than the parties to this Tax Certificate, their successors and assigns,
and the owners of the Bonds, any benefit or any legal or equitable right, remedy or claim under this Tax
Certificate.
Section
5.07 Default; Breach and Enforcement. Any misrepresentation 'df a party contained
herein or any breach of a covenant or agreement contained in this Tax Certificate may be pursued by the
owners of the Bonds pursuant to the terms of the Bond Resolution or any other document which
references this Tax Certificate and gives remedies for a misrepresentation or breach thereof.
Section
5.08 Record Keeping Responsibilities. The Issuer recognizes: (i) that investors
purchase the Bonds 'with the expectation that interest on the Bonds is excluded fi-om gross income for
federal income tax purposes, (ii) that the tax-exempt status of interest on the Bonds depends on the
accuracy of the representations and the satisfaction of the covenants contained herein by the Issuer, many
of which relate to matters that will occur after the date the Bonds are issued, and (iii) that as part of its
ongoing tax-exempt bond audit program the IRS requires that records be created and maintained with
respect to the following matters:
(a) Documentation evidencing expenditure of Bond proceeds and the Original Obligation
proceeds in sufficient detail to determine the date of the expenditure, the asset acquired or the purpose of
the expenditure.
(b) Documentation evidencing use of the Financed Improvements by public and private
persons (e.g., copies of Management Agreements).
(c) Documentation evidencing all sources of payment or security for the Bonds.
(d) Documentation pertaining to any Investment of Bond proceeds (including the purchase
and sale of securities,
SLGs subscriptions, actual Investment income received fi-om the Investment of
proceeds, guaranteed Investment contracts, and (if required) rebate calculations).
The Issuer has procedures in place or will establish procedures to create and retain these records
or to cause these records to be created and retained. Unless otherwise specifically instructed in a written
Opinion of Bond Counsel or to the extent otherwise provided in this Tax Certificate, the Issuer shall retain
and maintain these records until
3 years following the final maturity of (i) the Bonds or (ii) any obligation
issued to refund the Bonds. Any records maintained electronically must comply with Section 4.01 of
Revenue Procedure 97-22.
Section509 Execution in Counterparts. This Tax Certificate may be executed in any
number of counterparts, each of which
so executed will be deemed to be an original, but all such
counterparts will together constitute the same instrument.
19
Section5.10 Governing Law. This Tax Certificate will be governed by and construed in
accordance with the laws
of the State.
Section 5.11 Electronic Transactions. The transactions described in this Tax Certificate may
be conducted, and related documents may be stored, by electronic means.
[BNANCE OF THIS PAGE INTENTIONALLY LEFT BLANK]
20
THE UNDERSIGNED, Mayor and Finance Director of the Issuer, by their execution of this Tax
Certificate hereby make the foregoing certifications, representations, and agreements contained in this
Tax Certificate
on behalf of the Issuer, as of the Issue Date of the Bonds.
By:
By:
I
(Signature Page to Federal Tax Certificate)
EXHIBITA
IRS FORM 8038-G
A- 1
8 16-2 2 1-1000
FA%: BI6-LZl-IOIe
WWW.GILH ORE BELL.COM
VIA FEDERAL EXPRESS
Internal Revenue Service Center
Ogden, Utah 8420 1
GILMORE 8c BELL
A PROFESSIONAL.CORPORATION
AlTORNEYS AT LAW
2405 GRAND BOULEVARD, SUITE I I00
KANSAS CITY, MISSOURI 64108-2521
May 5,2010
5T. LOUIS, MISSOURI
WICHITA, KANSAS
LINCOLN, NEBRASKA
-
Ref. 600596.034 GMR Date: 05Mayl0 SHIPPING 9.49
0.66 Wet: 1.0 LBS SPECIFIL :
HRNDL ING : 0.00
DV: 0.00 TOTFIL: 10.15
Dep ’
Svcs. ** 2DclY ** <, TRCK: 9318 5063 7596 ,’
~
Re: City of Salina, Kansas, General Obligation Internal Improvement and Refunding Bonds,
Series 2010-A
Ladies and Gentlemen:
Enclosed for filing pursuant to Section 149(e) of the Internal Revenue Code
of 1986 is Form
8038-G, Information Return for Tax-Exempt Governmental Obligations, being filed with respect to the
above-captioned transaction.
If you have any questions, please do not hesitate to contact me.
GMR:jac
Enclosure
FedEx Express
Customer Support Trace
3875 Airways Boulevard
Module H, 4th Floor Memphis, TN 381 16
US. Mail: PO Box 727
Memphis, TN 38194-4643
Telephone: 901-369-3600
June 29,201 0
Dear Customer:
The following is the proof-ofdelivery for tracking number 931 850637596.
Delivery Information:
status: Delivered Delivered to: S hipping1Receiving
Signed for by: A.WILLAMS Delivery location: 1973 N RULON WHITE
BLVD
Service type: FedEx 2Day Envelope Delivery date:
OGDEN, UT 84201
May 7,201 0 10:02
Shipping Information:
Tracking number: 931850637596 Ship date: . May52010
Weight: 0.5 lbs10.2 kg
Recipient
INTERNAL REVENUE SERVICE CENTER
1973 N. RULON WHITE BLVD.
OGDEN, UT 84201 US
Reference
Invoice number
Thank you for choosing FedEx Express.
FedEx Worldwide Customer Service
1.800.GoFedEx 1.800.463.3339
Shipper:
Gilmore & Bell, P.C.
2405 Grand Blvd.
Suite 1100
KANSAS CITY, MO 64108 US
600596.034 GMR
600596.034 GMR
b Under Internal Revenue Code section 149(e) . OMB NO. 1545-0720 (Rev. November 2000)
13 0 Transportation ............................
14 Publicsafety. ...........................
15 0 Environment (including sewage bonds) ....................
16 OHousing. ................ ~. ..........
17 0 Utilities .............................
18 B Other. Describe b
22 Proceeds used for accrued interest .....................
23
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 ..........
issue price of entire issue (enter amount from line 21, column (b)) ....
31
32
33
Enter the remaining weighted average maturity of the bonds to be currently refunded ... b
Enter the remaining weighted average maturity of the bonds to be advance refunded ... b
Enterthe lastdateon which therefunded bondswill becalled ........... b .
1- 967
n/a
years
years
5/15/2010
- 35
36a
b
37 .
b
38
39
Enter the amouht of the state volume cap allocated to the issue'under section 141(b)(5) ...
Enter the amount of gross proceeds invested or to be invested in a guaranteed investment contract (see instructions)
Enter the final maturity date of the guaranteed investment contract b
Pooled financings: a Proceeds of this issue that are to be used to make loans to other governmental units
If this issue is a loan made from the proceeds of another tax-exempt issue, check box b 0 and enter the name of the
issuer F n/a and the date of the issue b n/a
If the issuer has designated the issue under section 265(b)(3)(B)(i)(llI) (small issuer exception), check box
If the issuer has elected to Day a penalty in lieu of arbitraqe rebate, check box
... b a
b 0
............. .< .
40 If the issuer has identified a hedge, check box ... 1 .................... b 0
Under penalties of pejury. I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
and belief, they are tn&,wrrect. and complete.
Sign
Here Rodney Franz, Finance Director
Type or print name and title
Form
8038-G (Rev. 11 -2000)
5/5/2010
Date
Cat. No. 631735
For Paperwork Reduction Act
EXHIBIT B
RECEIPT FOR PURCHASE PRICE
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
DATED MAY 1,2010
SERIES 2010-A
The undersigned Clerk of the City of Salina, Kansas, this day received from
Country Club Bank , Prairie Village, Kansas , the original
purchaser of the above-described bonds (the “Bonds”), the full purchase price of the Bonds, said purchase
price and net amount received by the Issuer being calculated as follows:
Principal Amount ................................... $6,8G5,000.00
Plus Accrued Interest ............................. 2,004.46
Plus Bid Premium .................................. 91,324.05
.- 49,731.68 Less Bid Discount ..................................
Total Purchase Price .................. $6,918,596.83
Less Good Faith Deposit ........................ ’ - 138,300.00
$6,780,296.83 Net Amount Received ................
DATED: May 5,2010.
CITY OF SALINA, KANSAS
Clerk U
B-1
EXHIBIT C
RECEIPT AND REPRESENTATION
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REF’UNDING BONDS
SERIES 2010-A
DATED MAY 1,2010
This certificate is being delivered by Country Club Bank, Prairie Village, Kansas (the
“Purchaser”) in connection with the issuance of the abovedescribed bonds (the “Bonds”), being issued on
the date of this Receipt by the City of Salina, Kansas (the “Issuer”). Based on its records and information
available to the undersigned which the undersigned believes to be correct, the Purchaser represents as
follows:
1. Authorized Representative. The undersigned is the duly authorized representative of
the Purchaser.
2. Receipt for Bonds. The Purchaser aclmowledges receipt by the Depository Trust
Company on behalf of the Purchaser on the Issue Date of the Bonds consisting of filly registered “book-
entry-only” bonds in Authorized Denominations in a form acceptable to the Purchaser.
3. Public Offering. All of the Bonds have been the subject of an initial offering to the
public (excluding bond houses, brokers, or similar persons or organizations acting in the capacity of
underwriters or wholesalers), at prices no higher than the prices set forth on Schedule I attached to this
Certificate, plus accrued interest (the “Offering Prices”). On the basis of information available to us
which we believe to be correct, we expect that at least 10 percent of the Bonds of each maturity will be
sold to the public at offering prices no higher than said Offering Prices.
4. Reliance. The Issuer may rely on the foregoing representations in executing and
delivering its Federal
Tax Certificate with respect to its certification as to issue price of the Bonds under
the Internal Revenue Code of 1986, as amended (the “Code”), and Gilmore & Bell, P.C., Bond Counsel,
may rely on the foregoing representations in rendering its opinion relating to the exclusion fiom federal
gross income of the interest on the Bonds under the Code.
Dated: May 5, 2010.
COUNTRY CLUB BANK,
PRAIRIE VILLAGE, KANSAS
By: -
Title: A. KP.
C-1
Type of Maturity Dollar
Maturity Bond Coupon Yield Value
Prl- Price
10/01/2011 Serial Coupon 2.ooOoh 0.750% 775,000.00 101.744%
10/01/2012
Serial Coupon 2.Wh
1 .OOo% 865,000.00 1 02.3700/0
10/01R014
Serial Coupon 2.000% 1.650% 695,000.00 101.480%
10/01/2013
Serial Coupon 2.W? 1.300% 880,000.00 102.324%
788516.00
885,500.50
900.45 1.20
705,286.00
10/01/2015
Serial Coupon 2.oooOh 2 .W? 285,000.00 100.0000/o 285,000.00
10/01/2016
Serial Coupon 2.3000h 2.300% 290,000.00 100.0000/o 290,000.00
10/01/2017 Serial Coupon
2.W? 2.600% 300.000.00 100.0000/0 300.000.00
10/01/2018
Serial Coupon 2.850% 2.850% 3 10.000.00 100.oooD? 310,000.00
10/0lD019 Serial Coupon 3.Wh 3.000% 320.000.00 100.008? C 320,000.00
10/01/2020 Serial Coupon 3.150% 3.150% 330,000.00 100.000Om C 330.000.00
1 010 11202 1 Serial Coupon
3.300% 3.300"o 340,000.00 100.0000m C 340,000.00
10/01/2022
Serial Coupon 3.W? 3 .wo 350.000.00 100.oo090 C 350,000.00
10/01 DO25 Term 1 Coupon 3.875% 3.550?? 1.135.000.00 102.341% C 1,161,570.35
c-2
EXHIBIT D TO FEDERAL TAX CERTlFICATE
Description of Property Comprising the Financed Facility
I 1993 Project (Refunded by 2002A)
Asset Description
Estimated Elapsed Estimated Economic
Original Placed in Time Remaining Cost Paid Cost Paid Life x
Economic Service from Economic from Bond from Other Financed
Life Date
Issue Date Life cost Proceeds Sources cost
Treatment plant improvements 45 August-93 0.0 1 45.01 14,747,328 1,973,459 12,773,869 88,825,382
Interceptor improvements 45 August-93 0.0 1 ' 45.01 6,895,117 922,691 5,972,426 41,530,330
21,642,445 2,896,150 18,746,295 130,355,712
Less land costs
Net costs, excluding land
Original Average, Reasonably Expected Economic Life: 45.01 years
120% of Original Economic Life 120% 54.01 years
Issue Date of Bonds
Issue Date of 2010-A Bonds
Less Years elapsed (1 6.77)
Remaining permitted weighted average bond maturity 37.24 years
712911 993
5/5/20 10
Salina, KS Series 2010 -Financed Facility Exhibit D- 1
2 1,642,445 2,896, I50 18,746,295
May 5,2010
~~~~ ~~~~
2 2010-A Project
Estimated Elapsed Estimated Economic
Original Placed in Time Remaining Cost Paid Cost Paid Life x
Economic Service from Economic from Bond from Other Financed
Asset Description Life Date Issue Date Life cost Proceeds Sources cost
Land
Landfill 5 May-IO 0.00 5.00 1,587,948 1,587,948 7,939,740
Bicentennial Center 50 September-IO 0.32 50.32 2,481,169 2,48 1 ,I 69 124,852,407
9 1 ,O 18,039 Fire Station 50 September-I 1 1.32 5 1.32 1,773,539 1,773,539
Scoular SBD 50 January-IO -0.34 49.66 52,105 52,105 2,587,511
Stone Creek SBD 50 August-09 -0.76 49.24 351,433 351,433 17,304,548
6,246, I93 6,246, I93 243,702,245
Less land costs
Net costs, excluding land 6,246,193 6,246,193
Average, Reasonably Expected Economic Life: 39.02 years
120% of Original Economic Life 120% 46.82 years
I Determination of Average, Reasonably Expected Economic Life of Financed Facilities
Useof 120%of
2010-A Average Proceeds
I
Description Proceeds Life (yrs) x Life
1 1993 Project (Refunded by 2002A) 616,583 37.24 22,962,792
2 20 IO-A Project 6,246,193 46.82 292,442,694
Total Net Uses: 6,862,776 315,405,487
120% of Expected Economic Life of Facilities Financed: 45.96
Salina, KS Series 2010 - Financed Facility Exhibit D-2 May 5,2010
SCHEDULE I
DEBT SERVICE SCHEDULE AND PROOF OF YIELD
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series 2010A
Total Issue Sources And Uses
Dated 05/01/2010 I Delivered 05/05/2010
Refunding Issue
2002 New Money Summary
Sources Of Funds
Par Amount of Bonds $581,400.00 $6,293,600.00 $6,875,000.00
207,757.50 207,757.50 Transfcrs from Prior Issue Debt Service Funds
Reoffering Premium 12,508.26 78,815.79 91,324.05
Reoffering Premium of New Money used for Refunding
Accrued Interest froin 05/01/2010 to 05/05/2010 129.20 1,875.26 2,004.46
31,264.39 (3 1,264.39)
Total Sources $833,059.35 $6,343,026.66 $7,176,086.01
Uses Of Funds
Deposit to Project Construction Fund 6,246,193.22 6,246,193.22
Deposit to Escrow Fund 824,340.72 824,340.72
Costs of Issuance 4,383.76 47,453.74 5 1,837.50
Total Underwriter's Discount (0.723%) 4,205.67 45,526.0 I 49,731 68
Deposit to Debt Service Fund 129.20 1,875.26 2,004.46
Rounding Amount
- Deposit to Debt Service Fund 1,978.43 1,978.43
Total Uses $833,05935 $6,343,026.66 $7,176,086.01
SeriesPOlOA 1 Issuesummary I 4QOQ010 1 11:37AM
Gilmore & Bell, P.C.
Tax and Financial Analysis Page 1
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series 2010A
Debt Service Schedule Part 1 of 2
Date Principal Coupon Interest Total P+I Fiscal Total
05/05/2010
0410 1 /20 1 1 165,367.8 1 165,367.81
10/01/2011 775,000.00 2 000% 90,200.63 865,200.63 1,030,568.44
04/01/2012 82,450.63 82,450.63
1010 1/20 12 865,000.00 2.000% 82,450.63 947,450.63 1,029,901.26
I 04/01/2013 73,800.63 73,800.63
lO/O 1/20 I3 880,000.00 2.000% 73,800.63 953,800.63 1,027,601.26
04/01/2014 65,000.63 65,000.63
10/0 1/20 I4 695,000.00 2.000% 65,000.63 760,000.63 825,001.26
0410 1 120 1 5 58,050.63 58,050.63
10/01/2015 285,000.00 2.000% 58,050.63 343,050.63 401,101.26
0410 1 /20 1 6 55,200.63 55,200.63
1010 1/20 I6 290,000.00 2.300% 55,200.63 345,200.63 400,40 I .26
04/01/2017 51,865.63 51,865.63
10/0 1/20 17 300,000.00 2.600% 51,865.63 351,865.63 403,73 1.26
04/01 /2018 47,965.63 47,965.63
IO/O 11201 8 3 10,000.00 2.850% 47,965.63 357,965.63 405,93 1.26
04/01 /2019 43,548.13 43,548.13
IO/O 11201 9 320,000.00 3.000% 43,548.13 363,548.1 3 407,096.26
04/0 1/2020 38,748.1 3 38,748.13
1 o/o I/2020 330,000.00 3.150% 38,748.13 368,748.1 3 407,496.26
04/01 1202 1 33,550.63 33,550.63
1010 11202 1 340,000.00 3.300% 33,550.63 373,550.63
04/0 112022 27,940.63 27,940.63
407,lO 1.26
10/01/2022 350,000.00 3.400% 27,940.63 377,940.63 405,881.26
0410 112023 21,990.63 21,990.63
10/0 112023 365,000.00 3.875% 2 1,990.63 386,990.63 408,981.26
04/01 12024 14,918.75 14,918.75
10/01/2024 380.000.00 3 875% 14,918.75 394,918.75 409,837.50
0410 112025 7,556.25 7,556.25
I o/o 112025 390,000.00 3.875% 7,556.25 397,556.25 405,112.50
Total $6,875,000.00 $1,500,743.56 $8,375,143.56
Series2010A I IssueSummary I4ROi2010 1 11:37AM
Gilmore & Bell, P.C.
Tax and Financial Analysis Page 2
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series 201 OA
Debt Service Schedule Part 2 of 2
Yield Statistics
Accrued Interest from 05/01/2010 to 05/05/2010 2,004.46
Average Life 7.054 Years
Average Coupon 3.0947509%
Bond Year Dollars $48,493.19
Net Interest Cost (NIC) 3.0089814%
True Interest Cost (TIC) 2.9459566%
Bond Yield for Arbih-age Purposes 2.6937907%
All Inclusive Cost (AIC) 3.0682907%
IRS Form 8038
Net Interest Cost 2.8687736%
Weighted Average Maturity 7.042 Years
Series 2010A I Issue Summary I 4ROR010 I 11:37 AM
Gilmore & Bell, P.C.
Tax and Financial Analysis Page 3
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series 2010A
Pricing Summary
Maturity
Maturity Type of Bond Coupon Yield Value Price Dollar Price
10/01/2011
10/01/2012
I o/o 1/20 I 3
IOIO 1 /2014
10/01/2015
10/01/20 16
1 o/o 1/20 I7
10/01/2018
10/0 1/20 19
Serial Coupon
Serial Coupon
Serial Coupon
Scrial Coupon
Serial Coupon
Serial Coupon
Serial Coupon
Serial Coupon
Serial Coupon
2.000%
2.000%
2.000%
2.000%
2.000%
2.300%
2.600%
2.850%
3 000%
0.750%
1 .OOO%
1.300%
1.650%
2.000%
2.300%
2.600%
2.850%
3.000%
775,000.00
865,000.00
880,000.00
695,000.00
285,000.00
290,000.00
300,000.00
3
10,000.00
320,000.00
101.744%
102.370%
102.324%
IO 1.480%
100.000%
IO0 000%
100.000%
I00.000%
100.000%
788,516.00
885,500.50
900,451.20
705,286.00
285,000.00
290,000.00
300,000.00
3 10,000.00
C 320,000.00
10/01/2020 Serial Coupon 3.150% 3.150% 330,000.00 100.000% c 330,000.00
10/01/2021
Serial Coupon 3.300% 3.300% 340,000.00 100.000% c 340,000.00
3.400% 350,000.00 100.000% c 350,000.00 10/01/2022 Serial Coupon 3.400%
10/01/2025
Term I Coupon 3.875% 3.550% 1,135,000.00 102.341% c 1,161,570.35
Total $6.875.000.00 $6.966.324.05
Bid Information
Par Amount of Bonds $6,875,000.00
Reoffenng Premium or (Discount) 91,324.05
Gross Production $6,966,324.05
Total Underwriter's Discount (0.723%) $(49,731.68)
Bid (1 00.605%) 6,916,592.37
Accrued Interest from 05/01/2010 to 05/05/2010 2,004.46
Total Purchase Price $6,918.596.83
Bond Year Dollars $48,493.19
Avenge Life 7.054 Years
Avenge Coupon 3.0947509%
Net lntcrest Cost (NIC) 3.0089814%
True Interest Cost (TIC) 2.9459566%
Series 2010A I Issue Summary I 4ROR010 I 11 37 AM
Gilrnore & Bell, P.C.
Tax and Financial Analysis Page 4
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series 2010A
I Proof of Premium Bond Selection of Call DatedPrices
PV at Bond
Maturity Call Date Call Price Yield Lowest?
10/01/2025 1,204,577.92 No
I 0/0 1 /2025 10/01/2018 100.000% 1,235,508.26 Yes
I
I
Series2010A I Issuesummary I 4ROR010 I 11:37AM
Gilmore & Bell, P.C.
Tax and Financial Analysis Page 5
Citv of Salina. Kansas
General Obligation Internal Improvement Bonds
Series 2010A
Proof of D/S for Arbitrage Purposes
Date Principal ' Interest Total
05/05/20 IO
0410 1 I20 1 1 165,367.8 1 165,367.81
10/01/201 I 775,000.00 90,200.63 865,200.63
0410 1 120 1 2 82,450.63 82,450.63
10/01/2012 865,000.00 82,450.63 947,450.63
04'0 1/20 1 3 73,800.63 13,800.63
1 o/o 11201 3
0410 1/20 1 4
IO/Ol/2014
880,000.00
695,000.00
73,800.63
65,000.63
65,000.63
953,800.63
65,000.63
760,000.63
0410 1 /20 1 5 58,050.63 58,050.63
10/0 I /2015 285,000.00 58,050.63 343,050.63
0410 1 120 1 6 55,200.63 55,200.63
10/0 1/20 I6 290,000 00 55,200.63 345,200.63
0410 1 120 1 7 5 1,865.63 5 1,865.63
1010 I/20I 7 300,000.00 51,865.63 351,865.63
0410 1/20 I 8 47,965.63 47,965.63
10/01/2018 I,445,000.00 41,965.63 1,492,965.63
21,557.50 2 1,557.50
320,000.00 2 1,557.50 341,557.50
04/0 1/20 19
1 010 1 /20 1 9
04/0 1/2020 16,757.50 16,757.50
1010 112020 330,000.00 16,757.50 346,757.50
04/01/2021 1 1,560.00 I 1,560.00
1 o/o 1/202 I 340,000.00 1 1,560.00 351,560.00
04/01/2022 5,950.00 5,950.00
10/0 112022 350,000.00 5,950.00 355,950.00
Total $6,875,000.00 $1,235,887.26 $8,110,887.26
~ Series 2010A I Issue Summary I 4ROi2010 I 11:37 AM
Gilmore & Bell, P.C.
Tax and Financial Analysis Page 6
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series
2010A
I
Proof Of Bond Yield @ 2.6937907%
Date
Cumulative
Cashflow PV Factor Present Value PV
05/05/2010 1 .ooooooox
0410 1 /20 1 1 165,367.81 0.9760603~ 161,408.95 161,408.95
10/01/201 I 865,200.63 0.9630885~ 833,264.75 994,673.70
0410 1 /20 1 2 82,450.63 0.9502891 x 78,351.93 1,073,025.63
10/0 I /20 12 947,450.63 0.9376598~ 888,386.34 1,961.41 1.97
04/01 1201 3 73,800.63 0.9251983~ 68,280.22 2,029,692.19
10/0 1/20 I3 953,800.63 0.9 129025~ 870,726.96 2,900,4 I 9.1 5
04/01/2014 65,000.63 0.9007700~ 58,550.62 2,958,969.77
10/01/2014 760,000.63 0.8887989~ 675.487.69 3,634,457.46
04/01 l2Ol.5 58,050.63 0.8769868~ 50,909.63 3,685,367.10
1 o/o 1/20] 5 343,050.63 0.8653317~ 296,852.57 3,982,219.66
47,132.03 4,029,351.70 04/0 1 /2016 55,200 63 0.8538314~
1010 11201 6 345,200.63 0.8424841x 290,826.03 4,320.177.73
0410 1/20 I 7 5 1,865.63 0.83 I2875x 43,115.25 4,363,292.97
I010 1/2017 351,865.63 0.8202397~ 288,614.16 4,651,907.14
04/01 /20l8 47,965.63 0.8093388~ 38,820.44 4,690,727
58
IO10 1/20 18
04/01 1201 9
IO10 1 /20 I9
1,492,965.63 0.7985827~
21,557.50 0.7879696~
341,557.50 0.7774975~
1 ,I 92.2 5 6.52
16,986.65
265,560.10
5,882,984. IO
5,899,970.76
6,165,530.86
04/01/2020 16,757.50 0.767 1646x
12,855.76 6,178,386.62
1010 1/2020 346,757.50 0.7569690~ 262,484.68 6,440,871.30
04/01/2021 1 1,560.00 0.7469089~ 8,634.27 6,449,505.57
I o/o I /202 1
35 1,560.00 0.7369825~ 259,093.58 6,708,599.15
04/0 I /2022 5,950.00 0.727 188 1 x
4,326.77 6,712,925.92
10/01/2022 355,950.00 0.7175238~ 255,402.59 6,968,328.51
Total $8~ 10,887.26 ~6,968,m.si
Derivation Of Target Amount
Par Amount of Bonds $6,875,000.00
Reoffering Premium or (Discount) 91,324.05
Accrued Interest from 05/01/2010 to 05/05/2010 2,004.46
Original Issue Procecds $6,968,328.5 1
Series2010A I Issuesummary I 4ROR010 I 11.37AM
Gilmore & Bell, P.C.
Tax and Financial Analysis Page 7
City of Salina, Kansas
General Obligation Internal Improvement Bonds
Series
2010A
Derivation Of Form 8038 Yield Statistics
Issuance Issuance
Maturity Value Price PRICE Exponent Bond Years
05/05/2010
10/01/2011 775,000.00 101.744% 788,516.00 1.4055556~ 1,108,303.04
1010 I /20 12 865,000.00 102.370% 885,500.50 2.4055556~ 2,130,120.65
10/01/20 1 3 880,000.00 102.324% 900,451.20 3.4055556~ 3,066,536.59
10/01/20 14 695,000.00 101.480% 705,286.00 4.4055556~ 3,107,176.66
10/01/2015 285,000.00 100.000% 285,000.00 5.4055556~ I,540,583.33
10/01/20 16 290,000.00 100.000%
10/01/20 17 300,000.00 100.000%
lO/O I /20 I8 3 10,000.00 100.000%
10/01/20 19 320,000.00 100.000%
10/01/2020 330,000.00 100.000%
10/01/2021 340,000.00 100.000%
10/01/2022 350,000.00 100.000%
I0/01/2023 365,000.00 102.341%
290,000.00
300,000.00
3 10,000.00
320,000.00
330,000.00
340;OOO.OO
350,000.00
373,544.65
6.4055556~
7.4055556~
8.4055556~
9.4055556~
10.4055556~
1 1.4055556~
12.4055556~
13.4055556~
1,857,611.1 1
2,22 1,666.67
2,605,722.22
3,009,777.78
3,433,833.33
3,877,888.89
4,341,944.44
5,007,573.56
10/01/2024 380,000.00 102.341% 388,895.80 14.4055556~ 5,602,260.05
10/01/2025 390,000.00 102.341% 399,129.90 15.4055556~ 6,148,81 7.85
Total $6.875.000.00 $6,966.324.05 $49.059.816.1 7
IRS Form 8038
Weighted Avenge Maturity = Bond YeadIssue Price 7.042 Years
Total Interest from Debt Service 1,500,743.56
Accrued Interest from 05/01 120 IO to 05/05/20 IO (2,004.46)
Keoffering (Premium) or Discount (91,324.05)
Total Interest 1,407,415.05
NIC = Interest I (Issue Price * Average Maturity) 2.8687136%
Bond Yield for Arbitrage Purposes 2.6937907%
Sffles2010A I IssueSurnmary I4ROROlO I 11:37AM
Gilmore & Bell, P.C.
Tax and Financial Analysis' Page 8
CERTIFICATE OF FINANCIAL ADVISOR
$6,875,000
CITY OF SALINA, KANSAS
GENERAL OBLIGATION INTERNAL IMPROVEMENT AND REFUNDING BONDS
DATED MAY 1,2010
SERIES 2010-A
George K. Baum & Co., Kansas City, Missouri, is employed as financial advisor to the City of
Salina, Kansas (the “Issuer”) with respect to the above captioned bonds (the “Bonds”).
1. Duties. The Financial Advisor rendered certain professional services to the Issuer, including
advising the Issuer with respect to the sale of the Bonds, and assisting the Issuer with the preparation of
the Preliminary Official Statement dated March
22, 201 0 and the Official Statement dated April 19, 201 0,
(both documents referred to collectively herein as the “Official Statement”).
2. Official Statement. The Financial Advisor has read the Official Statement, but has not,
however, independently verified the factual information contained in the Oficial Statement, including the
appendices attached thereto, nor have we participated in the drafting for the appendices to the Official
Statement .
3. Certification. Based on the foregoing, the Financial Advisor certifies, to the best of our
knowledge, information and belief, the information contained in the Oficial Statement (except for
Appendices A and B attached to the Official Statement) are, as of its date and as of the date hereof, true
and correct
in all material respects, and the Oficial Statement does not contain any untrue statement of a
material fact or omit to state a material fact where necessary to make a statement not misleading in light
of the circumstances under which it was made.
Dated May 5,20 10.
GEORGE K. BAUM & CO.
KANSAS CITY, MISSOURI
8 16-2 2 I- IO00
FAX: 816-Z21-1018
WWW.GILMOREBELL.COM
GILMORE & BELL
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
2405 GRAND BOULEVARD. SUITE I100
KANSAS CITY. MISSOURI 64108-2521
May 5,2010
Governing Body
City of Salina, Kansas
Country Club Bank
Prairie Village, Kansas
ST. LOUIS, MISSOURI
WICHITA, KANSAS
LINCOLN, NEERASKA
Re: $6,875,000 General Obligation Internal Improvement and Refunding Bonds,
Series 2010-A, of the City of Salina, Kansas, Dated May 1,2010
We have acted as Bond Counsel in connection with the issuance by the City of Salina, Kansas
(the “Issuer”), of the above-captioned bonds (the “Bonds”). In this capacity, we have examined the law
and the certified proceedings, certifications and other documents that we deem necessary to render this
opinion. Capitalized terms not otherwise defined herein shall have the meanings ascribed thereto in the
resolution adopted by the governing body of the Issuer prescribing the details of the Bonds.
Regarding questions of fact ‘material to our opinion, we have relied on the certified proceedings
and other certifications of public officials and others furnished to us without undertaking to verify them
by independent investigation.
.
Based upon the foregoing, we are of the opinion, under existing law, as follows:
.l. The Bonds have been duly authorized, executed and delivered by the Issuer and are valid
and legally binding.genera1 obligations of the Issuer.
2. The Bonds are payable as to both principal and interest in part from special assessments
levied upon the property benefited by the construction of certain improvements and, if not so paid, fiom
ad valorem taxes which may-be levied without limitation as to rate or amount upon all the taxable tangible
property, real and personal, within the territorial limits of the Issuer. The balance of the principal and
interest on the Bonds is payable from ad valorem taxes which may be levied without limitation as to rate
or amount upon all the taxable tangible property, real and personal, within the territorial limits of the
Issuer. The Issuer is required by law to include in its annual tax levy the principal and interest coming
due on the Bonds to the extent that necessary funds are not provided from other sources.
3. The interest on the Bonds is excluded from gross income for federal income tax purposes.
.Interest on the Bonds is not an item of tax preference for purposes of the federal alternative minimum tax
imposed on individuals and corporations but is taken into account in determining adjusted current
earnings for the purpose of computing the alternative minimum tax imposed on certain corporations. The
opinions’set forth in this paragraph are subject to the condition that the Issuer comply with all
requirements of the Internal Revenue Code of 1986, as amended (the “Code”), that must be satisfied
subsequent to the issuance of the Bonds in order to preserve the exclusion of the interest on the Bonds
from gross income for federal income tax purposes. The Issuer has covenanted to comply with all of
these requirements. Failure to comply with certain of these requirements may cause interest on the Bonds
to be included in gross income for federal income tax purposes retroactive to the date of issuance of the
Bonds. The Bonds are “qualified tax-exempt obligations” within the meaning of Section 265(b)(3) of the
Code, and, in the case of certain financial institutions (within the meaning of Section 265(b)(5) of the
Code), a deduction is allowed for 80 percent of that portion of such financial institution’s interest expense
allocable to interest on the Bonds. We express no opinion regarding other federal tax consequences
arising with respect to the Bonds.
4. The interest on the Bonds is excluded from computation of Kansas adjusted gross
income.
We express no opinion regarding the accuracy, completeness or suficiency of the Official
Statement
or other offering material relating to the Bonds (except to the extent, if any, stated in the
Official Statement). Further, we express no opinion regarding tax consequences arising with respect to
the Bonds other than as expressly set forth’ in this opinion.
The rights of the owners of the Bonds and the enforceability thereof may be limited by
bankruptcy, insolvency, reorganization, moratorium and other similar laws affecting creditors’ rights
generally and by .equitable principles, whether considered at law or in equity.
This opinion is given as of its date, and we assume no obligation to revise or supplement this
opinion to reflect any facts or circumstances that may come to our attention or any changes in law that
may occur after the date of this opinion.
GILMORE 8c BELL, P.C.
STATE OF KANSAS
OFFICE OF THE ATTORNEY GENERAL
STEVE SIX
ATTORNEY GENER4L May 3,2010
120 SW 1 OTH AVE , 2ND FLOOR
TOPEKA, KS 666 1 2- 1 597
(785) 296-22 15 FAX (785) 296-6296
WWW.KSAG.ORG
The Honorable Dennis McKinney
State Treasurer
Landon State Office Building, Room 201N
Topeka,
KS 66601
Dear Mr. McKinney:
Pursuant to K.S.A. 10-1 08, basic or supplemental transcript material is hereby
approved and you may register the following:
Municipality: City of Salina, Kansas
Description: General Obligation Internal Improvement and Refunding Bonds
Series: 20 1 0-A Numbered: Registered
Dated: May 1,2010
Aggregate Amount: $6,875,000.00
Date of First Payment: April 1 , 201 1
Fiscal Agent: State Treasurer
Sincerely,
OFFICE OF THE ATTORNEY GENERAL
STEVE SIX
SS:RDS:jm
cc: Lieu Ann Elsey, City Clerk
Gilmore & Bell, Kansas City, Mo.
INVESTMENT BANKERS SINCE 1928
April 28,2010
MEMORANDUM
TO: SEE DISTRLBUTION LIST
FROM: DAVID ARTEBERRY
TODD BURRUS
RE: BOND ISSUE CLOSING ARRANGEMENTS
NAME OF ISSUER
AMOUNT, NAME AND DATE
OF ISSUE:
TME AND DATE OF CLOSING:
SETTLEMENT NUMBERS:
City of Salina, Kansas
$6,875,000
City of Salina, Kansas
General Obligation Internal Improvement and Refunding Bonds
Series
20 IO-A
Dated May
1,20 IO
1O:OO am.
Wednesday, May 5,20 10
Via telephone
Par Amount
of Bonds
Plus Accrued Interest (May
1 to May 5)
Plus Net Bid Premium
Less Good Faith Deposit
Net Amount Due at Closing
METHOD OF
FUNDS TRANSFER: Wire Transfer of Federal Funds
$6,875,000.00
2,004.46
41,592.37
(138,300.00)
$6,780,296.83
I
4801 Main Street Suite 500 Kansas City, Missouri 64112 816.474.1 100
TRANSFER INSTRUCTIONS:
(Country Club Bank)
(Country Club Bank)
DISPOSlTION OF BOND PROCEEDS:
(City,,
On Wednesday, May 5, 2010 Country Club Bank will wire transfer an amount of
$6,163,713.61 to Sunflower Bank, ABA #loll-0062-1, AC #IO2187275 for credit to the
City of Salina Attn: Dennis Zimmerman.
On Wednesday, May 5, 2010 Country Club Bank will wire transfer an amount'of
$616,583.22 to
UMB Bank, ABA #1010-0069-5 Kansas State Treasurer Account #0200
005150, for further credit to City of Salina, Attn: Carmen Klopping
On
or before Wednesday, May 5, 2010 the City will wire transfer an amount of
$207,757.50 to
UMB Bank, ABA #IOIO-0069-5 Kansas State Treasurer Account #0200
005150, for further credit to City of Salina, Attn: Carmen Klopping
Upon receipt of $6,780,296.83 from Country Club Bank, plus the good faith deposit
of
$138,300.00, plus funds available f?om the Series 2002-A debt service account in the
amount of $207,757.50 ($7,126,354.33 total), the City will deposit the funds as follows:
$ 2,004.46 into the Debt Service Account
824,340.72 into the Redemption Fund
6.300.009.15 into the Improvement Fund
$7,126,354.33
(State Treasurer) On May 15, 2010, the State Treasurer shall use the $824,340.72 held in the Redemption
Fund to redeem all of the City's Series 2002-A Bonds.
DELIVERY OF TRANSCRIPT
AND LEGAL OPINION: Upon receiving confirmation of receipt of funds, Gilmore & Bell will deliver or email a
signed legal opinion to the City, Country Club Bank, and George K. Baum & Company.
Original signed legal opinions and hnscripts will be mailed when completed.
BOND DELIVERY INSTRUCTIONS: Bonds will be delivered to the offices of the Depository Trust Company, New York, New
York at least one day prior to closing.
PAYMENT OF COSTS OF ISSUANCE: All reimbursable costs associated with the issuance of the Bonds will be paid after closing
by the City upon presentation of the proper invoices.
CITY OF SALINA, KANSAS
GENERAL OBLIGATION TEMPORARY NOTES, SERIES 2010-1
GENERAL OBLIGATION INTERNAL IMPROVEMENT
AND REFUNDING BONDS, SERIES 2010-A
DISTRIBUTION LIST
ISSUER
City Hall
300 West Ash
Salina,
Kansas 67402-0736
785-309-5735
785-309-5738
(fa)
Jason Gage, City Manager
jason.gage@salina.org
Mike Schrage
mike.schrage@salina.org
Rod
Franz, Finance Director
rod.k@salina.org
Lieu Ann Elsey, City Clerk
lieuann.elsey@salina.org
CITY ATTORNEY
Clark, Mize di Linville
129 South 8th
P. 0. Box 380
Salina,
Kansas 67402-0380
785-823-1 868
(fax)
Greg Bengtson
gabengtson@cml-1aw.com
785-823-6325
BOND COUNSEL
Gilmore & Bell, P.C.
2405 Grand Boulevard - Suite 1100
Kansas City, Missouri 64108-2521
8 16-22 1-1000
8 16-22 1
- 10 18 (fa)
Randy hey
rirey@gilmorebell.com
Gina Riekhof
griekhof@gilmorebell.com
CITY’S BANK
Sunflower Bank, NA.
2090 S. Ohio
Salina, Kansas 67402
785-826-2240
(fa)
Dennis Zimmerman
dennisz@sunflowerbank.com
785-827-5564
RATING AGENCY
Moody‘s Investors Service
100 North Riverside Plaza - Suite 2220
Chicago, Illinois 60606
3 12-706-9999
(fax)
Rachel Cortez
rachel.cortez@moodys.com
3 12-706-9956
PAYING AGENT
Ofice of the Kansas State Treasurer
900 S. W. Jackson - Room 201N
Topeka, Kansas 66612-1235
785-296-7950 (fa)
Carmen
J. flopping, Dir. of Bond Services
carmen@treasurer.state.ks.us
785-296-4 144
UNDERWRITER
Country Club Bank
9400 Mission Road
Prairie Village,
Kansas 66206
9 13-385-0 105
(fa)
Lisa Roberts
lroberts@countryclubbank.com
8 16-75 1-1420
FINANCIAL ADVISOR
George K. Baum & Company
4801 Main Street - Suite 500
Kansas City, Missouri 641 12
816-283-5326
(fa)
David Arteberry
arteberry@gkbaum.com
8 16-283-5 13
7
Todd Burms
burms@gkbaum.com
816-283-5138
CASSMEYER, JULIE
From:
Sent:
To:
cc:
Subject:
bonds.system.control@treasurer.state.ks.us
CASSMEYER, JULIE
carmen@treasurer.state. ks.us
New Bond Issued
Tuesday, April 20,201 0 4:24 PM ..
04/20/2010 16.23:34
A new bond issue has been created in the KST Bond Registration 2.0 System. Below is the
information.
Registration #: 0322-085-050110-571
Municipality: SALINA
Bond Counsel: GILMORE & BELL/ JULIE C
Paying Agent: STATE ,
Principal: 6,875,000.00
Closing Date: 05/05/2010
Purpose & Series: G o INT IMP & REF BDS 2010-A
Please consider this notice to be your confirmation of the registration number assigned by
this office to the above mentioned bond issue/temp note issue.
Notify our of.fice immediately of any correction or revision to.the above information.
1