HomeMy WebLinkAbout05-13-2002 Regular Meeting2883
STATE OF ALABAMA )(
COUNTY OF BALDWIN )(
The City Council, City of Fairhope, met in regular session at
5:30 p.m., Fairhope Municipal Complex Council Chamber,
161 North Section Street, Fairhope, Alabama 36532, on
Monday, 13 May 2002.
Present were Mayor Timothy M. Kant, Councilmembers: Robert C. Gentle,
Michael A. Ford, Debbie W. Quinn, Pauline Anders, and Cecil Christenberry; City
Attorney Marion E. Wynne, and City Clerk Geniece W. Johnson. No one was absent.
There being a quorum present, Mayor Kant called the meeting to order. The
Pledge of Allegiance was recited, and Pastor Wallace H. Robinson of Fairhope
Christian Church, gave the invocation. Councilmember Anders moved to approve
minutes of the 22 April 2002, regular meeting after the following amendment.
Seconded by Councilmember Quinn, motion passed unanimously.
"Amendment to the April 22, 2002, minutes:
Councilmember Christenberry asked for clarification on saving $50,000.00 by
using Merchant Capital for the City's investment banker. Councilmember Anders,
Chairperson of the Finance Committee, explained that the $50,000.00 will be saved
by borrowing 3 million dollars from a bank, and pay this debt off in five years.
Therefore, the cost of printing bonds would be reduced.
Susan Schreibman with South Alabama Regional Planning Commission
presented the results of the Needs Assessment for the Baldwin County Public Transit
Coalition. Ms. Schreibman reported that a Needs Assessment was performed to
determine the characteristics of the attitudes of the residents of Baldwin County
towards their transit service needs. This included a socio-economic analysis, a
random sample survey analysis, and conclusions to help formulate a plan for public
transportation service in Baldwin County.
The socio-economic analysis utilized the most current U.S. Census data,
which indicated that in 2000, Baldwin County's population was 140,415, representing
an increase of 43% over the 10-year period from 1990-2000. The maximum growth
occurred along the coastal area and also on the Eastern Shore.
A random digit dialing telephone survey was conducted over one a week
period. A total of 835 households were contacted, 428 of which completed surveys,
and the margin of error was 4.7% Efficiency and accuracy were the objectives in
obtaining the information, necessitation that the survey be condensed into 21
questions.
2884
13 May 2002
The questions referred to origins and destination for daily typical and work trips, the
availability, use and potential use of public transportation and concluded with some
basic demographic information of the household, most noted being the employment
status and income, and the residential zip code.
The responses indicated:
• 56% of the typical daily trips were for the purpose of work;
• 60% felt that public transportation was available to them;
6% regularly or occasionally use public transportation;
• 27% would regularly or occasionally use public transportation in Baldwin
County, which represents 38,000 people.
• 35% would regularly or occasionally use public transportation to Mobile,
which represents 49,300 people;
• The largest number of trips (44%) represented trips contained within a single
zip code, the next largest (36%) represented trips to adjacent zip codes, and
20% were external trips- 165 to Mobile and 4% to Pensacola;
• Major corridors traveled were U.S. 98 and 59.
The results were analyzed based on the zip codes for the entire County and also as
a percentage of each zip code. Typical trip patterns are shown on Figure ES-1/6.
Intra-city travel represented the largest percentages of trips. The inter -zonal trip
patterns depict the most movement from Daphne to Mobile, next from Bay
Minette to Mobile, Fairhope through Daphne to Mobile, Spanish Fort to Mobile
and along the U.S. 59 corridor, between Loxley to Gulf Shores.
Understanding the needs of the population will enhance the opportunities for an
efficient and effective public transportation system.
Councilmember Gentle introduced in writing, and moved for the adoption of
the following resolution. Seconded by Councilmember Anders, motion passed
unanimously.
13 May 2002
RESOLUTION NO. 833-02
2885
WHEREAS, The City of Fairhope shall enter into an agreement with the State of
Alabama, acting by and through the Alabama Department of Transportation for the
installation, maintenance, and operation of a traffic signal at the intersection of U. S.
Highway 98 and Spring Run Drive/Middle Street in Fairhope, Alabama; and
WHEREAS, This Agreement requires participation by the City of Fairhope and the
State of Alabama in funding the installation cost. The total estimated cost to install
the traffic signal at this location is $40,000.00 with 50% funded by the State of
Alabama and 50% funded by the City of Fairhope; and
WHEREAS, In the event the final installation cost is less than the total estimated
cost, the State of Alabama and the City of Fairhope will share in the cost underrun at
the above -mentioned funding ratio. In the event the final installation cost exceeds the
total estimated cost, the State of Alabama and the City of Fairhope will share in the
cost overrun at the above -mentioned funding ratio.
BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF
FAIRHOPE, FAIRHOPE, ALABAMA, that Mayor Timothy M. Kant is hereby
authorized to execute an Agreement between the City of Fairhope and the State of
Alabama, acting by and through the Alabama Department of Transportation for the
installation, maintenance, and operation of a traffic signal at the intersection of U. S.
Highway 98 and Spring Run Drive/Middle Street in Fairhope, Alabama.
Adopted This 13th Day of May 2002.
Attes
Geniece W. Jofinsoqotity Clerk
I, Geniece W. Johnson, duly appointed City Clerk -Treasurer of the City of Fairhope,
Alabama, do hereby certify that the above Resolution No. 833-02 is a true and
correct copy of a resolution passed and approved by the City Council of the City of
Fairhope, Alabama, on the 13th day of May 2002.
Geniece W. Johnson, City Clerk -Treasurer Date
2886
13 May 2002
Councilmember Christenberry introduced in writing, and moved for the
adoption of the following resolution. Seconded by Councilmember Anders, motion
passed unanimously.
RESOLUTION NO. 834-02
BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY
OF FAIRHOPE, FAIRHOPE, ALABAMA, that Mayor Timothy M.
Kant is hereby authorized to execute a contract between the City of
Fairhope and EcoSolutions Environmental Mediation, Management &
Planning, Montrose, Alabama, to assist the City of Fairhope in the
design and implementation of a Stormwater Management Program as
required under the Municipal Separate Stormwater Sewer System
(MS-4) NPDES Permit Number ALS000002. The project shall cost
$6,800.00.
DULY ADOPTED THIS 13`h AY OF May , 2002.
ou L
Ti othy ant, Mayor
Attest
Geniece W. Johnson, C Clerk
Councilmember Gentle introduced in writing, and moved for the adoption of
the following resolution. Seconded by Councilmember Ford, motion passed
unanimously.
RESOLUTION NO. 835-02
BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF
FAMHOPE, ALABAMA, THAT Mayor Timothy M. Kant, is hereby authorized
to execute a lease contract between the City of Fairhope and Caterpillar Financial
Services Corporation to lease a Caterpillar Wheel Loader and a Industries Cutter
for a lease term of 48 months. The monthly lease amount shall be $2,356.82.
DULY ADOPTED THIS 13th DAY OF May , 2002.
c
(1-v /==
Ti thy nt, Mayor
Attest
Geniece W. Johnson, Co Clerk
2887
13 May 2002
City Council reviewed an application for a Beer/Wine Off -Premises License
by Margaret J. Williams, dba Williams Grocery, located at 623 Middle Street,
Fairhope, Alabama. Councilmember Anders moved to approve the issuance of the
license. Seconded by Councilmember Gentle, motion passed unanimously.
City Council reviewed an application for a Restaurant Liquor License by
Stephen D. Green, dba Mulligan's Irish Bar and Eatery, located at 19270 Scenic
Highway 98, Fairhope, Alabama. Councilmember Anders moved to approve the
issuance of the license. Seconded by Councilmember Quinn, motion passed
unanimously.
Councilmember Christenberry moved to grant the request of Fairhope
Environmental Advisory Board, requesting permission to amend the By-laws of the
Environmental Advisory Board to allow members to live within the planning
jurisdiction of Fairhope. Seconded by Councilmember Gentle, motion passed
unanimously.
Councilmember Gentle moved to grant the request of Eastern Shore Chamber
of Commerce, requesting permission to block streets for their annual Arts and Crafts
Festival on March 14, 15, and 16, 2003. Seconded by Councilmember Ford, motion
passed unanimously.
Councilmember Quinn moved to grant the request of Country Day School,
requesting permission to use the Fairhoper's Community Park to hold a benefit dinner
for the Holcombe Family on Tuesday, May 14, 2002, from 5:00 p.m. until 7:00 p.m.
Seconded by Councilmember Gentle, motion passed unanimously.
Councilmember Quinn so moved to grant the request of the March of Dimes,
requesting permission to use the Fairhope Walking Trail for their annual
WalkAmerica Campaign on Saturday, October 5, 2002, at 8:00 a.m. Seconded by
Councilmember Ford, motion passed unanimously.
Councilmember Gentle moved to grant the request of Fairhope Power
Squadron, requesting permission to present a Safe Boating display in downtown
Fairhope at the walk through between Colonial Bank and the Harbor Shop on
Fairhope Avenue on May 21-22, 2002, from 10:00 a.m. to 2:00 p.m. Seconded by
Councilmember Quinn, motion passed unanimously.
Councilmember Christenberry moved to grant the request of the City of
Fairhope, requesting permission to close Church Street between Fairhope Avenue and
Magnolia Avenue beginning May 23, 2002, through July, 2002, on Thursday
evenings from 4:00 p.m. to 8:00 p.m. Seconded by Councilmember Gentle, motion
passed unanimously.
✓IiI
13 May 2002
Councilmember Christenberry moved to repeal the motion of 8 April 2002 to
partner Merchant Capital and The Frazer Lanier Company with Merchant Capital
being leader as the City of Fairhope Investment Banker. Seconded by
Councilmember Ford, motion passed by the following votes: AYE -Gentle, Ford,
Kant, and Christenberry. NAY -Quinn, and Anders
Councilmember Anders submitted a letter from Merchant Capital that will explain the
$53,551.00 savings. Councilmember Anders expressed that she saw no reason to
change the motion. (A copy of the letter from Merchant Capital is attached at the end
of the minutes)
After discussion, Councilmember Christenberry moved to authorize The Frazer
Lanier Company to lead in providing the City of Fairhope Investment Banker
Services, and Merchant Capital serve as Co -Investment Banker. Seconded by
Councilmember Gentle. The motion passed by the following vote: AYE -Gentle,
Ford, Kant, and Christenberry. NAY -Quinn and Anders.
Councilmember Ford moved to Up -date the Police Reserve Roster by adding:
Dan McCrory and Chris Oos and by deleting: Ronnie Marshall and Jeremy
Anderson. Seconded by Councilmember Gentle, motion passed unanimously.
Councilmember Ford moved to reappoint Lonnie Pardue and Rusty Winfree
to the Industrial Board for a 6-year term. Seconded by Councilmember
Christenberry, motion tied and not pass by the following votes: AYE -Ford, Kant,
Christenberry. NAY -Gentle, Quinn, and Anders. Councilmember Anders expressed
that she would like for the City Council to wait two weeks before voting on the
reappointment to the Industrial Board. Councilmember Anders also expressed that
she formerly requested a report from the Industrial Board, and she would like to know
what they are doing.
Bill Payne, Chairperson of the Industrial Board, addressed the City Council and
expressed that he would be glad to attend the City Council Work Session to explain
what the Industrial Board is doing. However, all the members may not be able to
attend the Work Session. Mayor Kant stated that the City Council will vote on the
Industrial Board appointment at the next regular City Council meeting.
Councilmember Gentle moved to reschedule the next regular City Council
meeting from Monday, May 27, 2002 to Tuesday, May 28, 2002, due to the Memorial
Holiday. Seconded by Councilmember Christenberry, motion passed unanimously.
13 May 2002
Identification: "POLY DUCT CONDUIT"
Bids received: April 18, 2002
at: 4:00 p.m.
2889
Size of Poly Duct Conduit bid was from 1"— 4". All High Density Polyethylene Duct conduit will be purchased as needed.
Vendor will stock supply needed by the City of Fairhope.
The City will accept the ALTERNATE BID, which is the conduit that is supplied with string, and lube for pulling cable/wire
throueh conduit.
VENDOR:
PRICE:
DELIVERY.•
1" - 0.16 per ft.
1-1/4" - 0.243 per ft.
2" 0.37 per ft.
GRESCO/CAPSTONE UTILITIES, Dothan, AL
3" 0.799 per ft.
4" 1.36 per ft.
2 — 3 Weeks
MANUFACTURER:
Amorio/ast, Inc.
1" - 0.190 per ft.
1-1/4" - 0.258 per ft.
2" 0.393 per ft.
HUGHES SUPPLY, Pensacola, FL
3" 0.840 per ft.
4" 1.392 per ft.
Stock - 2 Weeks
MANUFACTURER:
PNA/Petroflex
I" - 0.2385 per ft.
1-1/4" - 0.3003 per ft.
2" 0.4975 per ft.
UTILITY POWER, INC., Fairhope, AL
3" 1.0300 per ft.
4" 1.6970 per ft.
I - 2 Weeks
MANUFACTURER:
Amco Corp.
1" - 0.2000 per ft.
1-1/4" - 0.2700 per ft.
2" 0.4200 per ft.
MAYER ELECTRIC
3" 0.8900 per ft.
Dothan, AL
4" 1.4000 per ft.
10 - 15 Working Days
MANUFACTURER:
Petroflex PNA
GRAYBAR ELECTRIC, Mobile, AL
NO BID
It is advised to accept the low bid of GRESCO/CAPSTONE UTILITIES, Dothan, AL with all specifications being met.
Aaron Norris, Richard Hice,
Electrical Dept. Supt. Finance Director
Wayne Smith,
Purchasing Agent
Councilmember Gentle moved to accept the low bid of Gresco/Capstone
Utilities, Dothan, Alabama for Poly Duct Conduit, provided all specifications are met.
Seconded by Councilmember Christenberry, motion passed unanimously.
2890
13 May 2002
Identification: "BORING FLUID SYSTEM"
Bids received: May 2, 2002
at: 4:00 p.m.
A boring fluid system, used with the directional boring machine.
Borina Fluid Gel Annual Bid Purchased on an as need bases
VENDOR:
PRICE:
DELIVERY.
VERMEER SALES & SERVICE, Pensacola, Florida
$8.99 per bag
In Stock
DITCH WITCH OF MOBILE, Mobile, Alabama
$9.50 per bag
10-Days
BAROID DRILLING FLUIDS, INC., Venice, Louisiana
NO RESPONSE
It is recommended to accept the bid of VERMEER SALES & SERVICE, Pensacola, Florida with all specifications being
met.
Aaron Norris, Richard Hice,
Electrical Superintendent Finance Director
Wayne Smith,
Purchasing Agent
Councilmember Gentle moved to accept the low bid of Vermeer Sales &
Service, Pensacola, Florida, for Boring Fluid Gel, provided all specifications are met.
Seconded by Councilmember Christenberry, motion passed unanimously.
Identification: PRIMARY/SECONDARY WIRE & CONDUCTOR
Bids received by: April 30, 2002
at: 4:00 p.m.
The City of Fairhope Annual Bid for Primary/Secondary Wire and Conductor.
Bid price is to be good for one (1) year.
PRIMARY I/0AWG 115KV UNDERGROUND CABLE
VENDOR:
PRICE:
DELIVERY:
GRAYBAR ELECTRIC CO., Mobile, AL
$1.52 ft.
8-Weeks
MATHES OF ALABAMA, Daphne, AL
NO BID
MAGNOLIA ELECTRIC SUPPLY, Fairhope, AL
NO RESPONSE
UTILITY POWER, INC., Fairhope, AL
SIA4 ft.
3-2 Days
MAYER ELECTRIC SUPPLY CO., Dothan, AL
SPECIFICATIONS NOT
MET5,000 - 20,000 ft. minimum
15-30 Days
STEWART C. IRBY CO., Pensacola, FL
NO RESPONSE
HUGHES SUPPLY, INC., Pensacola, FL
$1.108 ft.
In Stock
CAPSTONE/GRESCO UTILITY, Dothan, AL
$1.39 ft.
6-8 Weeks
It is advised to accept the low bid of HUGHES SUPPLY, INC., Pensacola, FL, with specifications being met.
Aaron Norris, Richard Hice, Wayne Smith,
Electrical Dept. Supt. Finance Director Purchasing Agent
Councilmember Ford moved to accept the low bid of Hughes Supply, Inc.,
Pensacola, Florida, for Primary 10/AWG 115 KV Underground Cable, provided all
specifications are met. Seconded by Councilmember Christenberry, motion passed
unanimously.
2891
13 May 2002
PRIMARY 4/0AWG ISKV UNDERGROUND CABLE
VENDOR:
PRICE:
DELIVERY.
GRAYBAR ELECTRIC CO., Mobile, AL
$2.49 ft.
8-Weeks
MATHES OF ALABAMA, Daphne, AL
NO BID
MAGNOLIA ELECTRIC SUPPLY, Fairhope, AL
NO RESPONSE
UTILITY POWER, INC., Fairhope, AL
SPECIFICATIONS NOT MET
(5,000-20,000ft. minimum)
2-3 Days
MAYER ELECTRIC SUPPLY CO., Dothan, AL
$1.77 ft.
15-30 Working Days
STEWART C. IRBY CO., Pensacola, FL
NO RESPONSE
HUGHES SUPPLY, INC., Pensacola, FL
$1.67 ft.
In Stock
CAPSTONE/GRESCO UTILITY, Dothan, AL
$1.90 ft.
8-10 Weeks
It is advised to accept the low bid of HUGHES SUPPLY, INC., Pensacola, FL with specifications being met.
Aaron Norris, Richard Hice,
Electrical Dept. Supt. Finance Director
Wayne Smith,
Purchasing Agent
Councilmember Ford moved to accept the low bid of Hughes Supply, Inc.,
Pensacola, Florida, for Primary 4/OAWG 15 KV Underground Cable, provided all
specifications are met. Seconded by Councilmember Gentle, motion passed
unanimously.
11C #6 SOLID SOFT DRAWN BARE COPPER
VENDOR:
PRICE:
DELIVERY:
GRAYBAR ELECTRIC CO., Mobile, AL
SPECIFICATIONS NOT MET
8-Weeks
MATHES OF ALABAMA, Daphne, AL
NO BID
MAGNOLIA ELECTRIC SUPPLY, Fairhope, AL
NO RESPONSE
UTILITY POWER, INC., Fairhope, AL
$1.35 lb.
2-3 Days
MAYER ELECTRIC SUPPLY CO., Dothan, AL
SPECIFICATIONS NOT MET (5,0001b.
Minimum)
15-30 Working Days
STEWART C. IRBY CO., Pensacola, FL
NO RESPONSE
HUGHES SUPPLY, INC., Pensacola, FL
$1.19 lb.
In Stock
CAPSTONE/GRESCO UTILITY, Dothan, AL
$1.20 lb.
In Stock
It is advised to accept the low bid of HUGHES SUPPLY, INC., Pensacola, FL, with specifications being met.
Aaron Norris,
Electrical Dept. Supt.
Richard Hice,
Finance Director
Wayne Smith,
Purchasing Agent
2892
13 May 2002
Councilmember Christenberry so moved to accept the low bid of Hughes
Supply, Inc., Pensacola, Florida, for 1/C #6 Solid Soft Drawn Bare Copper, provided
all specifications are met. Seconded by Councilmember Gentle, motion passed
unanimously.
I/C #4 SOLID HARD DRAWN BARE COPPER
VENDOR:
PRICE:
DELIVERY.
GRAYBAR ELECTRIC CO., Mobile, AL
SPECIFICATIONS NOT MET
8-Weeks
MATHES OF ALABAMA, Daphne, AL
NO BID
MAGNOLIA ELECTRIC SUPPLY, Fairhope, AL
NO BID
UTILITY POWER, INC., Fairhope, AL
$1.35 lb.
2-3 Days
MAYER ELECTRIC SUPPLY CO., Dothan, AL
SPECIFICATIONS NOT MET
(5,0001b. Minimum)
15-30 Working Days
STEWART C. IRBY CO., Pensacola, FL
NO RESPONSE
HUGHES SUPPLY, INC., Pensacola, FL
$1.20 lb.
In Stock
CAPSTONE/GRESCO UTILITY, Dothan, AL
$1.23 lb.
In Stock
It is advised to accept the low bid of HUGHES SUPPLY, INC., Pensacola, FL, with specifications being met.
Aaron Norris,
Electrical Dept. Supt.
Richard Hice,
Finance Director
Wayne Smith,
Purchasing Agent
Councilmember Ford moved to accept the low bid of Hughes Supply, Inc.,
Pensacola, Florida, for 1/C # 4 Solid Hard Drawn Bare Copper, provided all
specifications are met. Seconded by Councilmember Gentle, motion passed
unanimously.
2893
13 May 2002
1/C #4 SOLID SOFT DRAWN TRANSFORMER RISER WIRE
VENDOR:
PRICE:
DELIVERY:
GRAYBAR ELECTRIC CO., Mobile, AL
$0.321 ft.
8-Weeks
MATHES OF ALABAMA, Daphne, AL
NO BID
MAGNOLIA ELECTRIC SUPPLY, Fairhope, AL
NO RESPONSE
UTILITY POWER, INC., Fairhope, AL
$0.298 ft.
2-3 Days
MAYER ELECTRIC SUPPLY CO., Dothan, AL
$0.35 ft.
2,500 - 5, 000ft. minimum
15-30 Working Days
STEWART C. IRBY CO., Pensacola, FL
NO RESPONSE
HUGHES SUPPLY, INC., Pensacola, FL
$0.26 ft.
In Stock
CAPSTONE/GRESCO UTILITY, Dothan, AL
$0.22 ft.
2-4 Weeks
It is advised to accept the low bid of CAPSTONE/GRESCO UTILITY, Dothan, AL with all specifications being met.
Aaron Norris, Richard Hice, Wayne Smith,
Electrical Dept. Supt. Finance Director Purchasing Agent
Councilmember Gentle moved to accept the low bid of Capstone/Gresco
Utility, Dothan, Alabama, for 1/C # 4 Solid Soft Drawn Transformer Riser Wire,
provided all specifications are met. Seconded by Councilmember Ford, motion
passed unanimously.
Mayor Kant announced that the City of Fairhope was designated to receive an
All American City's Finalist Award. The National Civic League sponsors this
contest.
Councilmember Ford moved to pay bills as presented. Seconded by
Councilmember Anders, motion passed unanimously.
There being no further business to come before the City Council the meeting
Omar - 13. 2UU2 12:320
No-5918 P. 6
13 May 2002
MEMORANDUM
DATE: April 1, 2002
TO: Mayor and City Council
CITY OF FAIRHOPE
FROM: Kenneth C. Funderburk
MERCHANT CAPITAL, LLC
W-0
As each of you consider the upcoming bond issue I thought it might be helpful to
illustrate the two alternatives I believe are under consideration. One is a traditional bond
issue and the other is an idea Merchant Capital has proposed which I will call the
Community Bond Program ("CBP"). Below is a side -by -side issuance cost comparison
of the two alternatives which should help you evaluate price differentials. Additionally,
an attached sheet illustrates the debt service schedule for the two alternatives. It clearly
illustrates that total payments over the life of the transaction. Payments under the CBP
total almost $40,000 less than a traditional bond issue.
While the CBP is the best choice from a cost perspective, I believe a significant
difference is one which cannot be reduced to a quantitative amount. It would be almost
impossible to evaluate the real impact of offering some portion of the financing to local
banks. It represents a substantial departure from business as usual and sends a clear
message to the community that consideration is being given to local business. This has
both a substantial monetary impact and a positive political impact. Even if some banks
decline the offer to participate the benefit of being made the gesture is still realized.
Cost estimates used in the following comparison are conservative and based upon similar
issues statewide. The underwriting fee quote matches historical fees paid on previous
Fairhope transactions. Bond issue size is estimated at $8.0 million.
0
hl�a�•13• LUU'1 12�U1NM
13 May 2002
Underwriting
Legal
Trustee
Traditional Bond ILM
$4.00 per bond (or $32, 000)
Cusip, DTC, Printing & Engraving
Bond Insurance
Total Issuance Costs
Total Debt Service
$15,000
3,000
2,050
59.749
$ 111,799
$ 13,277,600
No•5918 P- 1
mmun Bond Pr_ 9gram
$4,00 per bond on public sale
$2.00 per bond on local placement
(or $28,000)
$15,000
3,000
1,850
49,568
$ 97,418
$13,238,430
2895
Cost Mrendal
$ 14,381
39170
TOTAL* COST DIFFERENTIAL......................................................................................................... $$ S3�.S51
The Community Bond Program cost is $53,551 less than: the Traditional Municipal Bond Program
As you can see, the Community Bond program will cost less. Further, the portion of the
transaction which is potentially held by banks (approximately $2 million) will not have
restrictions on early redemption or termination of debt and will also provide flexibility to
renegotiate terms if necessary,
One key component to remember is that there would be no interest rate differential
between a traditional bond issue and the CBP. This ensures the best possible transaction
for the taxpayer.
I hope this memo further clarifies the matter and that a decision on which firm and
method to utilize is forthcoming soon. Naturally, I am very hopeful that Merchant
Capital is retained and that I may then approach the banks officially on behalf of the City
to discuss details of the transaction. Preliminary discussions have already shown they are
pleased to be included. Please let me know if there are questions.
-2-
h�a 13. 2002 12:32PM No. 5918 P- 8
.._.✓ OFFICIAL STATEMENT
NEW ISSUE -BOOK-ENTRY ONLY Ratings": Moody's; Aaa
13 May 2002 2896 + See "Explanation of Ratings
Under existing law. Interest on the Series i998vt Bonds is presently subject to federal income and other taxation under the Internal Revenue Code of 1986, as amended. In the opinion of bond
Counsel, under existing law, interest on the Serles 1998-A Bonds is exempt from present State of Alabama income taxatlon.
OPELIKA INDUSTRIAL DEVELOPMENT AUTHORITY
S 7,710,000
TAXABLE VARIABLE/FIXED RATE INDUSTRIAL. DEVELOPMENT REVENUE BONDS
(OPELIKA INDUSTRIAL PARK PROJECT)
SERIES 1998-A
Dated: June 1, 1998 Due: June 1, as set forth on inside front cover
The Series 1998-A Bonds will be issued pursuant to Mortgage and Trust Indenture dated as of June 1, 1998 (the "Indent u>r") by Opelika Industrial
Development Authority (the "Iull ') to AmSouth Bank, Birmingham, Alabama, as trustee (the "Trustee").
The Series 1998-A Bonds are limited obligations of the Issuer payable solely from and secured, on an equal and proportionate basis and parity of
lien with the Series 1998-B Bonds (as herein defined), by a pledge of (1) the net revenues derived by the Issuer from the sale from time to time of
that certain real estate to be acquired and developed by the Issuer from the proceeds of the Series 1998-A Bonds and the Series 1998-B Bonds as an
industrial park (the "EL94 t") and (2) any revenues appropriated or made available to the Issuer for payment of the Series 1998-A Bonds. The Series
1999-A Bonds shall never constitute or give rise to an indebtedness or pecuniary liability payable from, or a charge against, the revenues, assets,
credit, or taxing powers of the State of Alabama or any political subdivision thereof (except as specifically undertaken by the City of Opelika,
Alabama) within the meaning of any constitutional provision or statutory limitation whatsoever.
The Series 1998-A Bonds are secured, on an equal and proportionate basis and parity of lien with the Series 1998-B Bonds (as herein defined), by
(1) the obligation of the City of Opelika, Alabama (the "City") pursuant to that certain Annual Appropriation Agreement dated as of June 1, 1998
among the City, the Issuer and the Trustee, to appropriate funds in each fiscal year of the City for the payment of the principal of and interest on the
Series 1998-A Bonds in such fiscal year in an amount necessary to pay such principal of and interest on the Series 1998-A Bonds in such fiscal year
and certain expenses related thereto, which obligation shall be a year-to-year obligation of the City and may be terminated unilaterally, without
penalty, by the City at the end of any fiscal year of the City after satisfaction by the City of its obligations under such Agreement for such fiscal year,
(2) the irrevocable obligation of the City pursuant to that certain Reserve Agreement dated as of June 1, 1998 among the City, the Issuer and the
Trustee, to provide not more than $1,700,000 for payment of the principal of and interest on the Series 1998-A Bonds and the Series 1998-B Bonds,
(3) a foreclosable mortgage on the Project, and (4) a debt service reserve fltnd to be held by the Trustee in a maximum amount equal to the maximum
amount of principal and interest due and payable on the Series 1998-A Bonds and the Series 1998-B Bonds in any fiscal year.
The Series 1998-A Bonds are subject to redemption, mandatory tender and purchase, and optional tender and purchase, all as described herein.
Payment of the principal of and interest an the Series 1998-A Bonds when due will be insured by a financial guaranty insurance policy to be issued
by MBIA Insurance Corporation simultaneously with the delivery of the Series 1998-A Bonds, See "The MBIA Insurance Corporation Insurance
Policy."
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Payment of the purchase price of Bonds tendered for purchase pursuant to the optional and mandatory tender provisions of the Series 1998-A
Bonds will be secured by a Credit Facility provided by AmSouth Bank, Birmingham, Alabama, which will permit the Trustee to draw thereunder for
payment thereof. The purchase price of any Series 1998-A Bonds due upon tender will be paid by wire transfer of immediately available funds first
with remarketing proceeds and thereafter, if necessary, with funds provided by AmSouth Bank. The Credit Facility will terminate on June 5, 2003
(except upon the occurrence of earlier events) and the Series 1998-A Bonds are subject to mandatory tender on the first day of the calendar month in
which occurs the expiration date of the Credit Facility, unless a substitute credit facility meeting the requirements of the Indenture therefor is
delivered to the Trustee prior to said date.
The Series 1998-A Bonds will initially bear interest at the several Fixed Rates (as defined herein) set forth on the inside front cover for an initial
Fixed Rate Period (as defined herein) beginning on the date of issuance of the Series 1998-A Bonds and continuing until and including June 1, 2003,
whereupon the Series 1998-A Bonds will bear interest at the Variable Rate (as defined herein) unless and until the Issuer elects to convert the interest
rate on the Series 1998-A Bonds to a Fixed Rate for a Fixed Rate Period then designated by the Issuer. During the initial Fixed Rate Period interest
on the Series 1998-A Bonds will be calculated on the basis of a 360-day year of 12 months of 30 days each and will be payable on the first day of
each June and December,
The Series 1998-A Bonds are initially issuable as fully registered bonds without coupons in denominations of S5,000 and any integral multiple
thereof pursuant to a book -entry only system to be administered by The Depository Trust Company, New York, New York, or any successor or
assign thereof or substitute therefor as such securities depository (the "Securities Depository") and, when issued, will be registered in the name of
and held by Cede & Co., as nominee. During the period in which the book -entry only system is in effect for the Series 1998-A Bonds, purchases and
transfers of ownership of beneficial interests in the Series 1998-A Bonds will be evidenced by book -entry only and all payments of principal of,
purchase price of, premium (if any) and interest on the Series 1998-A Bonds will be made by AmSouth Bank, Birmingham, Alabama, as trustee, to
the Securities Depository for disbursement thereby to the Direct Participants and for subsequent disbursement by the Direct Participants (and, where
appropriate, by the Indirect Participants) to the owners of beneficial interests in the Series 1998-A Bonds, as more particularly provided in the
Indenture: and described herein.
The Serles IP98-A Bonds are offered when. as and iflssuedd subject to prior sale, withdrawal or modification of the offer without notice, the approval of legally by Walston, Wells,
Anderson & Barns, LLP, Birmingham, Alabama. Bond Counsel, and certain other conditions. Delivery of the Scrlcs 1998-A Bonds is expected to be made on or about June 2J, 1998 In New
York New York against payment therefor.
This cover page contains certain information for quick reference only. It is no a summary of this issue, Investars must read the entire Official Statement to obtain information essential to
in informed investment decision.
MERCHANT CAPITAL
The date of this Official Statement is June 17, 1998.