HomeMy WebLinkAbout04-08-254/8/2025
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04-08-25
4/8/2025
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Challenges We Can
Solve
We understand the challenges Dunn faces
in reaching its community:
• Limited awareness of local initiatives
and events.
• Misinformation that affects trust and
engagement.
• The need to attract residents,
businesses, and visitors in a
competitive market.
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SERVICES
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• Brand Messaging
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4/8/2025
DUNN's scheduled
events
3. Engage the Community
• User -Generated Content
• Local Challenges
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4. Collaborate with Local Businesses
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5. Content Types for Social Media
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6. Utilize Paid Advertising
Facebook & Instagram Ads
• Geofencing Ads to attract visitors to
Dunn.
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DUNN's scheduled
events
7. Involve Influencers and Media
• Local Influencers:
• Media Outreach
8. During the Event
• Real -Time Updates
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9. Post -Event Content
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10. Track Metrics
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Instagram, and Twitter to reach
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4/8/2025
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ATT#2
04-08-25
STATE OF NORTH CAROLINA
COUNTY OF HARNETT
FIRE PREVENTION CODE ENFORCEMENT
MUNICIPAL AGREEMENT
CITY OF DUNN
THIS AGREEMENT, made and entered into this first day of July, 2025, by and between the City of
Dunn, North Carolina, a municipal corporation organized and existing under the laws of the State of
North Carolina (hereinafter, " City ") and the County of Harnett; North Carolina, a body politic and
political subdivision of the State of North Carolina (hereinafter, "County").
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WHEREAS, City is requited to provide fire prevention code enforcement services according to N.C.
General Statute § 160D-1105 and the North Carolina State Fire Prevention Code - Section 106; and
WHEREAS, County desires to provide to City the required fire prevention code inspections and
services; and
WHEREAS, City and County have .reached an agreement for County to provide fire prevention code
inspections and services as described herein and the parties desire to set forth the terms and conditions in
this Agreement.
NOW, THEREFORE, in consideration of the public safety, and welfare, the mutual benefits,
representations,- and agreements contained herein and for good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the parties agree, each with the other, as follows:
l . County agrees to provide City the following fire prevention code enforcement services within
City's territorial jurisdiction:
A. Fire prevention code enforcement within day care centers, group homes, rest homes,
foster homes, and hospitals, when required by State or County agencies;
B. Non-residential and subdivision site plan approval for fire prevention code compliance,
upon request from City officials;
C. Response to complaints and requests for fire inspections of individual businesses;
D. Periodic Fire Prevention Code inspections in existing buildings, structures and premises
to which the current North Carolina State Building Code,- Fire Prevention, is applicable;
E. New construction plan review of fire protection equipment and certification of
compliance inspections upon request. from the appropriate building official(s) or
contractor; and
F. Other fire prevention code enforcement inspections and services as may be required by
State law.
2. City agrees that County, by and through the Harnett County Fire Marshal's office, shall have the
exclusive right to perform the above enumerated fire prevention code enforcement services for as
long as this Agreement remains in force and effect. City further agrees to fully cooperate with the
Harnett County Fire Marshal's office in providing these services.
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3. City agrees that County will have and may exercise the same inspection and enforcement powers
within City's regulatory and extraterritorial jurisdiction as are applicable within County's
jurisdiction.
4. This Agreement shall become effective July 1, 2025, subject to the mutual agreement of both
parties, and shall continue for a -period of three years from July 1, 2025 through June 30, 2028,
unless terminated by either party in accordance with paragraph 8 of this Agreement.
5. Compensation for periodic fire inspections provided pursuant to this Agreement shall be $65,979
for fiscal year 2026 and increase at a rate of three percent (3 %) annually thereafter. Additionally,
the County will directly invoice the occupant or their representative for non-compliance, plan
reviews and permits at a rate equal to the fee schedule approved by the County's Board of
Commissioners. County shall invoice City each month, in twelve equal installments per fiscal
year, for said services and each invoice is due and payable to County within thirty (30) days of
the date of the invoice.
6. This Agreement, as written or as may be amended, shall be effective from the date first specified
above.
7. The City Attorney shall provide legal support and representation for City for all enforcement
actions taken by the Harnett County Fire Marshal's office on behalf of City on issues arising from
enforcement actions taken within and on behalf of City's jurisdiction by the Fire Marshal. To the
fullest extent allowable by North Carolina law, County shall have no liability regarding such
enforcement actions and City shall hold County harmless for any and all claims, liabilities, losses,
damages, costs, or expenses of whatever kind arising out of or relating to the provision of services
provided by County to City hereunder, except for those acts caused by the negligent acts or
omissions of County. To the fullest extent allowable by North Carolina law, -County shall Bold
City harmless for any and all claims, liabilities, losses, damages, costs, or expenses of whatever
kind arising out of or relating to the provision of services provided by County to City, except for
those acts caused by the negligent acts or omissions of City. City and County waive special,
incidental, indirect, or consequential damages, including lost profits, good will, revenues or
savings, for claims, disputes or other matters in question arising out of or relating to this
Agreement. This limitation of liability, covering matters contemplated by and occurring during
the term of this Agreement, will survive the expiration or termination of this Agreement.-
8. This Agreement may be terminated for any reason by either party upon advanced written notice
to the other party, by certified mail at least ninety (90) days prior to the date of desired
termination. Termination shall not relieve City of financial obligations incurred prior to
termination.
9. Nothing contained in this Agreement shall create a contractual relationship with or cause of
action in favor of a third party against either Party.
10. In the event any provision of this Agreement is adjudged to be not'enforceable or found invalid,
such provision shall be stricken and the remaining provisions shall be valid and enforceable.
11. This Agreement represents theentire agreement between County and City and supersedes all
prior negotiations, representations or agreements, either written or oral. This Agreement may only
be amended by written instrument signed by County and City.
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12. All notices or other communications which shall be made pursuant hereto shall be in writing and
shall be deemed to be given and received (a) when hand delivered to the address stated below, or
(b) three (3) days after being mailed to Ahe address stated below, postage prepaid by certified or -
registered mail of the United States, return receipt requested, to the address set forth below:
To City:
To County:
City of Dunn
401 E. Broad Street
Dunn, NC 28334
Attn: City Manager
Harnett County Fire Marshal
PO Box 370
Lillington, NC 27546
With a copy to: Harnett County Legal Services
PO Box 238
Lillington, NC 27546
Attn: County Staff Attorney
Either party to this Agreement may change its designated person or designated address at any
time and from time to time by giving notice of such change to the other party in the manner set
forth above.
13. _ This Agreement shall be governed by the laws of the State of North Carolina, The North Carolina
State Courts located in Harnett County, North Carolina shall have jurisdiction to hear any -dispute
under this Agreement and legal or equitable proceedings by either party must be filed in Harnett
County, North Carolina.
14. The relationship of the parties established by this Agreement is solely that of independent
contractor, and nothing contained in this contract shall be construed to: (i) give any party the
power to direct or control the day-to-day activities of the other; (ii) constitute such parties as
partners, joint ventures, co -owners, or otherwise as participants in a joint or common undertaking;
(iii) make either party an agent of the other for any purpose whatsoever; or (iv) give either party
the authority to act for, bind, or otherwise create or assume any obligation on behalf of the other.
[Remainder of This Page Intentionally Left Blank]
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IN. WITNESS WIHEREOF, the parties hereto, through their duly authorized representatives or officers
have executed this Agreement as to the date- and year first above written.
CITY OF D
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By:
City Manager ' c, 0 RP0 .
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Att t: .. ° ° • p. ,
(SEAL) aBa�` -
Clerk
COUNTY OF HARNETT
By: ----- - -
Brent Trout, County Manager
Attest:
Jaime Bell-Raig, Clerk
"This instrument has bee re -audited in the manner required by the Local Govemmett
B et and Fiscal Control Al.
Finance or
(SEAL)
4
D UNN,
R2025-18 ATT#3
.. 04-08-25
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RESOLUTION PROVIDING FOR THE SALE AND ISSUANCE OF AN
$8,626,000 WATER AND SEWER SYSTEM REVENUE BOND ANTICIPATION
NOTE, SERIES 2025
BE IT RESOLVED by the City Council (the "City Council") of the City of Dunn, North
Carolina (the "City"):
Section 1. The City Council has determined and does hereby find, declare and represent the
following:
(a) Pursuant to The State and Local Government Revenue Bond Act, as amended (the "Act"),
the City Council adopted a supplemental bond order on April 8, 2025 (the "Supplemental Order"),
supplementing the bond order heretofore adopted by the City Council on August 9, 2022 (the "Original
Bond Order" and, together with the Supplemental Order, the "Bond Order") authorizing the issuance
of $8,626,000 of additional water and sewer system revenue bonds of the City (the "Additional Bonds")
pursuant to Section 3.02 of the Original Bond Order for the purpose of providing funds, together with
other available funds, to (i) pay the costs of various improvements to the City's sanitary sewer system,
including, without limitation, the upgrading and replacement of the Eastside Pump Station (the
"Project"), (ii) pay all or a portion of the interest on the Additional Bonds during the period of
construction of the Project, (iii) fund any necessary debt service reserve fund and (iv) pay the fees and
expenses incurred in connection with the sale and issuance of the Additional Bonds.
(b) The Project constitutes "System Improvements" within the meaning of the Original Bond
Order.
(c) The Bond Order authorizes the City to issue revenue bond anticipation notes in anticipation
of the receipt of the proceeds of the sale of the Additional Bonds.
(d) None of the Additional Bonds have been issued and it is necessary to issue a revenue bond
anticipation note (the "Note") in the principal amount of $8,626,000 at this time in anticipation of the
receipt of the proceeds of the sale of a like amount of the Additional Bonds, the proceeds of the Note
to be applied, together with other available funds, to pay the costs of the Project and the fees and
expenses incurred in connection with the sale and issuance of the Note and the Additional Bonds.
(e) PNC Bank, National Association has agreed to purchase the Note upon the issuance thereof
at private sale pursuant to the terms set forth in this resolution and the Note for a purchase price equal
to the principal amount of the Note.
(f) The United States of America Department of Agriculture — Rural Development has agreed
to purchase the Additional Bonds in the aggregate principal amount of $8,626,000, the proceeds of
which will be applied to the repayment of the principal amount of the Note.
(g) The Local Government Commission of North Carolina has approved the issuance and
private sale of the Note and the Additional Bonds as described above as required by the Act and Article
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9 of Chapter 159 of the General Statutes of North Carolina, as amended, prior to the issuance
of the Note.
Section 2. In anticipation of the receipt of the proceeds of the sale of a like amount of the
Additional Bonds, the sale and issuance, pursuant to the Act and Article 9 of Chapter 159 of the General
Statutes of North Carolina, as amended, of an - $8,626,000 water and sewer system revenue, bond
anticipation note of the City is hereby authorized, which note shall be designated "Water and Sewer
System Revenue Bond Anticipation Note, Series 2025" (the "Note"), shall be dated as of the date of
delivery thereof, shall mature on April 15, 2027, subject to prior prepayment as described below, and
shall bear interest at the rate of 3.58% per annum (subject to adjustment as provided below), which
interest shall be payable annually on April 15, 2026 and on the maturity date of the Note, and shall be
calculated on the basis of a 3 60-day year consisting of twelve 3 0-day months. The Note shall be
payable as to both principal and interest at the principal office of PNC Bank, National Association in
Raleigh, North Carolina, or otherwise as specified by the registered owner of the Note, and both the
principal of and the interest on the Note shall be payable in any coin or currency of the United States
of America which at the time of payment is legal tender for the payment of public and private debts.
From and after the occurrence of an event of default under the Bond Order until such time as
such event of default has been remedied or otherwise waived by the registered owner of the Note, the
outstanding principal component of the Note shall bear interest at the Default Rate (hereinafter defined).
Upon and after the occurrence of a Determination of Taxability (hereinafter defined) due to an
Event of Taxability (hereinafter defined), the interest component of the Note shall be adjusted to bear
interest at the Taxable Rate (hereinafter defined.). In addition, in such event, the ' City shall pay to such
owner (a) an amount necessary to reimburse such owner for any interest, penalties or other charges
assessed by the Internal Revenue Service and the Department of Revenue by reason of such owner's
failure to include the interest portion of the payments under the Note in its gross income for federal
income tax purposes, together with any reasonable attorneys' fees, court costs or other out-of-pocket
costs incurred by such owner in connection therewith, and (b) an amount equal to the positive
difference, if any, between the amount of interest that would have been paid on the principal balances
due under the Note from the Inclusion Date (hereinafter defined) if interest were computed at the
Taxable Rate and the amount actually paid to the Purchaser. The City agrees to give prompt written
notice to the registered owner of the Note of the City's receipt of any notice or information from any
source whatsoever to the effect that an Event of Taxability or a Determination of Taxability shall have
occurred.
Notwithstanding any other provision of this Section to the contrary, the interest rate or rates
payable on the Note shall not at any time exceed the Maximum Rate (hereinafter defined).
For purposes of this. resolution and the Note, the following capitalized terms shall have the
following meanings:
"Base Rate'' means the greater of (a) the Prime Rate and (b) the Overnight Bank Funding Rate
plus 0.50% per annum. If and when the Base Rate (or any component thereof) changes, the rate of
interest with respect to any amounts hereunder to which the Base Rate applies will change automatically
without notice to the City, effective on the date of any such change.
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"Business Day" means any day other than (A) a Saturday or Sunday or (B) a legal holiday on
which commercial banks are authorized or required by law to be closed for business in Pittsburgh,
Pennsylvania.
"Default Rate" means the Base Rate plus 3.00% per annum, provided that the Default Rate shall
in no event exceed the Maximum Rate.
"Determination of Taxabilitv" means and shall be deemed to have occurred on the first to occur
of the following:
(i) on the date when the Purchaser notifies the City that it has received a written opinion by
a nationally recognized firm of attorneys of substantial expertise on the subject of tax-exempt municipal
finance to the effect that an Event of Taxability shall have occurred unless, within one hundred eighty
(180) days after receipt by the City of such notification from the Purchaser, the City shall deliver to the
Purchaser a ruling or determination letter issued to or on behalf of the City by the Commissioner or any
District Director of the Internal Revenue Service (or any other governmental official exercising the
same or a substantially similar function from time to time) to the effect that, after taking into
consideration such facts as form the basis for the opinion that an Event of Taxability has occurred, an
Event of Taxability shall not have occurred;
(ii) on the date when the City shall be advised in writing by the Commissioner or any
District Director of the Internal Revenue Service (or any other government official or agent exercising
the same or a substantially similar function from time to time) that, based upon filings of the City or
upon any review or audit of the City or upon any other ground whatsoever, an Event of Taxability shall
have occurred; or
(iii) on the date when the City shall receive notice from the Purchaser that the Internal
Revenue Service (or any other government official or agency exercising the same or a substantially
similar function from time to time) has assessed as includable in the gross income of the Purchaser the
interest on the Installment Payments due to the occurrence of an Event of Taxability;
provided, however, no Determination of Taxability shall occur under subparagraph (ii) or (iii)
hereunder unless the City has been afforded the reasonable opportunity, at its expense, to contest any
such assessment, and, further, no Determination of Taxability shall occur until such contest, if made,
has been finally determined; provided further, however, that upon demand from the Purchaser, the City
shall promptly reimburse such registered owner for any payments, including any taxes, interest,
penalties or other charges, such registered owner shall be obligated to make as a result of the
Determination of Taxability.
"Event of Taxability" means (i) the taking of any action by the City, or the failure to take any
action by the City, or the making by the City of any misrepresentation herein or in any certificate
required to be given in connection with the issuance of the Note which has the effect of causing interest
paid or payable on the Note to become includable, in whole or in part, in the gross income of the
Purchaser for federal income tax purposes or (ii) the entry of any decree or judgment by a court of
competent jurisdiction, or the taking of any official action by the Internal Revenue Service or the
Department of the Treasury, which decree, judgment or action shall be final under applicable
procedural law, in either case, which has the effect of causing interest paid or payable on the Note to
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become includable, in whole or in part, in the gross income of the Purchaser for federal income tax
purposes with respect to the Note as a result of any action by the City, or the failure to take any action
by the City, or the making by the City of any misrepresentation herein or in any certificate required to
be given in connection with the issuance of the Note.
"Inclusion Date" means the date that the interest component of the Note first becomes
includable in the gross income of the owner of the Note as a result of a Determination of Taxability.
"Maximum Rate" means the lesser of (a) 12% per annum and (b) the maximum rate permitted
by applicable law.
"NYFRB" means the Federal Reserve Bank of New York.
"Overnight Bank Funding" means, for any day, the rate comprised of both overnight
federal funds and overnight Eurocurrency borrowings by U.S.-managed banking offices of depository
institutions, as such composite rate shall be determined by the NYFRB, as set forth on its public website
from time to time, and as published on the next succeeding Business Day as the overnight bank funding
rate by the NYFRB (or by such other recognized electronic source (such as Bloomberg) selected by the
Purchaser for the purpose of displaying such rate); provided, that if such day is not a Business Day,
the Overnight Bank Funding Rate for such day shall be such rate on the immediately preceding
Business Day; provided, further, that if such rate shall at any time, for any reason, no longer exist, a
comparable replacement rate determined by the Purchaser at such time (which determination shall be
conclusive, absent manifest error). If the Overnight Bank Funding Rate determined as above would be
less than zero, then such rate shall be deemed to be zero. The rate of interest charged shall be adjusted
as of each Business Day based on changes in the Overnight Bank Funding Rate without notice to the
city.
"Prime Rate" means the rate publicly announced by the Purchaser from time to time as its prime
rate. The Prime Rate is determined from time to time by the Purchaser as a means of pricing some
loans to its borrowers. The Prime Rate is not tied to any external rate of interest or index and does not
necessarily reflect the lowest rate of interest actually charged by the Purchaser to any particular class
or category of customers.
"Purchaser" means PNC Bank, National Association or any successor or assign thereof as
permitted hereby.
"Taxable Rate" means an interest rate that, had it been in effect, would have resulted in the
same after tax equivalent yield to the _ Purchaser that the Purchaser would have realized if interest on
the Note were subject to federal income taxation of gross income at the highest corporate income tax
rate in effect at the time of receipt of the interest; provided, however, that in no event shall the Taxable
Rate exceed the Maximum Rate at any time.
The Note shall be subject to prepayment in whole on any date not more than 45 days prior to
its maturity date at a prepayment price equal to 100% of the principal amount thereof, plus accrued
interest thereon to the prepayment date. The City shall provide notice of any such prepayment of the
Note to the registered owner of the Note at least ten (10) days prior to the date fixed for prepayment
unless otherwise waived by the registered owner of the Note.
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The Note shall be a special obligation of the City payable from, and secured by a pledge, charge
and lien upon, the proceeds of the sale of a like amount of the Additional Bonds and from the Net
Revenues (as defined in the Bond Order) to the extent and as provided in the Bond Order and this
resolution. Neither the faith and credit nor the taxing power of the City is pledged to the payment of
the principal of or interest on the Note, and the owner of the Note has no right to compel the exercise
of the taxing power of the City or the forfeiture of any of its property except for the Net Revenues in
connection with any default thereon except as provided in the Note and the Bond Order.
The Note shall be sold to PNC Bank, National Association at a purchase price equal to
$8,626,000, such purchase price and the interest rate set forth above being in the best interests of the
city.
Section 3. The Note shall be signed by the Mayor or, in the absence of the Mayor, the Mayor
Pro Tempore, and the City Clerk or any assistant or deputy City Clerk of the City and the official seal
of the City shall be impressed on the Note. The form of the Note and the endorsement to be placed
upon the reverse thereof shall be substantially as follows:
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$8,626,000
United States of America
State of North Carolina
Harnett County
CITY OF DUNN
WATER AND SEWER SYSTEM REVENUE BOND ANTICIPATION NOTE
SERIES 2025
The City of Dunn, North Carolina (the "City"), a municipal corporation duly organized and
validly existing under the laws of the State of North Carolina, is justly indebted and for value received
hereby promises to pay, solely from the sources and as hereinafter provided, to PNC BANK,
NATIONAL ASSOCIATION or its registered assigns, on the 15t' day of April, 2027, the principal sum
of
EIGHT MILLION SIX HUNDRED TWENTY-SIX THOUSAND DOLLARS
and to pay interest thereon from the date hereof, calculated on the basis of a 360-day year consisting of
twelve 30-day months, solely from such sources, at the rate of 3.58% per annum (subject to adjustment
as provided below) annually on April 15, 2026 and on the maturity date of this Note, payable at the
designated office of PNC Bank, National Association in Raleigh, North Carolina, or otherwise as
specified by the registered owner of this Note. Both the principal of and the interest on this Note are
payable in any coin or currency of the United States of America which at the time of payment is legal
tender for the payment of public and private debts. Upon payment of the principal of and interest on
this Note, the registered owner of this Note shall promptly cancel and surrender this Note at the office
of the Finance Director of the City of Dunn, North Carolina.
From and after the occurrence of an event of default under the Bond Order (hereinafter defined)
until such time as such event of default has been remedied or otherwise waived by the registered owner
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of this
Note, the outstanding principal component of this Note shall bear interest at the Default Rate
(hereinafter defined).
Upon and after the occurrence of a Determination of Taxability (hereinafter defined) due to an
Event of Taxability (hereinafter defined), this Note shall bear interest at the Taxable Rate (hereinafter
defined). In addition, in such event, the City shall pay to such owner (a) an amount necessary to
reimburse such owner for any interest, penalties or other charges assessed by the Internal Revenue
Service and the Department of Revenue by reason of such owner's failure to include the interest portion
of the payments under this Note in its gross income for federal income tax purposes, together with any
reasonable attorneys' fees, court costs or other out-of-pocket costs incurred by such owner in
connection therewith, and (b) an amount equal to the positive difference, if any, between the amount
of interest that would have been paid on the principal balances due under this Note from the Inclusion
Date (hereinafter defined) if interest were computed at the Taxable Rate and the amount actually paid
to the Purchaser. The City agrees to give prompt written notice to such owner of the City's receipt of
any notice or information from any source whatsoever to the effect that an Event of Taxability or a
Determination of Taxability shall have occurred.
Notwithstanding any other provision of this Section to the contrary, the interest rate or rates
payable on this Note shall not at any time exceed the Maximum Rate (hereinafter defined).
For purposes of this Note, the following capitalized terms shall have the following meanings:
"Base Rate" means the greater of (a) the Prime Rate and (b) the Overnight Bank Funding Rate
plus 0.50% per annum. If and when the Base Rate (or any component thereof) changes, the rate of
interest with respect to any amounts hereunder to which the Base Rate applies will change automatically
without notice to the City, effective on the date of any such change.
"Business DU" means any day other than (A) a Saturday or Sunday or (B) a legal holiday on
which commercial banks are authorized or required by law to be closed for business in Pittsburgh,
Pennsylvania.
"Default Rate" means the Base Rate plus 3.00% per annum, provided that the Default Rate shall
in no event exceed the Maximum Rate.
"Determination of Taxability" means and shall be deemed to have occurred on the first to occur
of the following:
(i) on the date when the Purchaser notifies the City that it has received a written opinion by
a nationally recognized firm of attorneys of substantial expertise on the subject of tax-exempt municipal
finance to the effect that an Event of Taxability shall have occurred unless, within one hundred eighty
(180) days after receipt by the City of such notification from the Purchaser, the City shall deliver to the
Purchaser a ruling or determination letter issued to or on behalf of the City by the Commissioner or any
District Director of the Internal Revenue Service (or any other governmental official exercising the
same or a substantially similar function from time to time) to the effect that, after taking into
consideration such facts as form the basis for the opinion that an Event of Taxability has occurred, an
Event of Taxability shall not have occurred;
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(ii) on the date when the City shall be advised in writing by the Commissioner or any
District Director of the Internal Revenue Service (or any other government official or agent exercising
the same or a substantially similar function from time to time) that, based upon filings of the City or
upon any review or audit of the City or upon any other ground whatsoever, an Event of Taxability shall
have occurred; or
(iii) on the date when the City shall receive notice from the Purchaser that the Internal
Revenue Service (or any other government official or agency exercising the same or a substantially
similar function from time to time) has assessed as includable in the gross income the interest on the
Installment Payments due to the occurrence of an Event of Taxability;
provided, however, no Determination of Taxability shall occur under subparagraph (ii) or (iii)
hereunder unless the City has been afforded the reasonable opportunity, at its expense, to contest any
such assessment, and, further, no Determination of Taxability -shall occur until such contest, if made,
has been finally determined; provided further, however, that upon demand from the Purchaser, the City
shall promptly reimburse such registered owner for any payments, including any taxes, interest,
penalties or other charges, such registered owner shall be obligated to make as a result of the
Determination of Taxability.
"Event of Taxability" means (i) the taking of any action by the City, or the failure to take any
action by the City, or the making by the City of any misrepresentation herein or in any certificate
required to be given in connection with the issuance of this Note which has the effect of causing interest
paid or payable on this Note to become includable, in whole or in part, in the gross income of the
Purchaser for federal income tax purposes or (ii) the entry of any decree or judgment by a court of _
competent jurisdiction, or the taking of any official action by the Internal Revenue Service or the
Department of the Treasury, which decree, judgment or action shall be final under applicable
procedural law; in either case, which has the effect of causing interest paid or payable on this Note to
become includable, in whole or in part, in the gross income of the Purchaser for federal income tax
purposes with respect to this Note as a result of any action by the City, or the failure to take any action
by the City, or the making by the City of any misrepresentation herein or in any certificate required to
be given in connection with the issuance of this Note.
"Inclusion Date" means the date that the interest component of this Note first becomes
includable in the gross income of the owner of this Note as a result of a Determination of Taxability.
"Maximum Rate" means the lesser of (a) 12% per annum and (b) the maximum rate permitted
by applicable law.
"NYFRB" means the Federal Reserve Bank of New York.
"Overnight Bank Funding Rate" means, for any day, the rate comprised of both overnight
federal funds and overnight Eurocurrency borrowings by U.S.-managed banking offices of depository
institutions, as such composite rate shall be determined by the NYFRB, as set forth on its public website
from time to time, and as published on the next succeeding Business Day as the overnight bank funding
rate by the NYFRB (or by such other recognized electronic source (such as Bloomberg) selected by the
Purchaser for the purpose of displaying such rate); provided, that if such day is not a Business Day, the
Overnight Bank Funding Rate- for such day shall be such rate on the immediately preceding Business
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provided, further, that if such rate shall at any time, for any reason, no longer exist, a comparable
replacement rate determined by the Purchaser at such time (which determination shall be conclusive
absent manifest error). If the Overnight Bank Funding Rate determined as above would be less than
zero, then such rate shall be deemed to be zero. The rate of interest charged shall be adjusted as of each
Business Day based on changes in the Overnight Bank Funding Rate without notice to the City.
"Prime Rate" means the rate publicly announced by the Purchaser from time to time as its prime
rate. The Prime Rate is determined from time to time by the Purchaser as a means of pricing some
loans to its borrowers. The Prime Rate is not tied to any external rate of interest or index and does not
necessarily reflect the lowest rate of interest actually charged by the Purchaser to any particular class
or category of customers.
"Purchaser" -means PNC Bank, National Association or any successor or assign thereof as
permitted hereby.
"Taxable Rate" means -an interest rate that, had it been in effect, would have resulted in the
same after tax equivalent yield to the Purchaser that the Purchaser would have realized if interest on
this Note were subject to federal income taxation of gross income at the highest corporate income tax
rate in effect at the time of receipt of the interest; provided, however, that in no event shall the Taxable
Rate exceed the Maximum Rate at any time.
This Note is issued pursuant to and in accordance with Article 5 and Article 9 of Chapter 159
of the General Statutes of North Carolina, as amended, a bond order adopted by the City Council (the
"City Council") of the City on August 9, 2022, as supplemented and amended by a supplemental bond
order adopted by the City Council of the City on April 8, 2025 (collectively, the "Bond Order"), and a
resolution adopted by the City Council of the City on April 8, 2025 (the "Note Resolution"). This Note
is issued in anticipation of the receipt of the proceeds of sale of a like amount of the City's water and
sewer system revenue bonds, and the proceeds hereof shall be used to pay the costs the various
improvements to the System (as defined in the Bond Order) and certain fees and expenses incurred in
connection with the sale and issuance of this Note and such bonds.
This Note is a special obligation of the City payable solely from, and secured by a pledge,
charge and lien upon, the proceeds of the sale of a like amount of revenue bonds of the City and from
the Net Revenues (as defined in the Bond Order) to the extent and as provided in the Bond Order and
the Note Resolution. Neither the faith and credit nor the taxing power of the City is pledged to the
payment of the principal of or interest on this Note, and the owner of this Note has no right to compel
the exercise of the taxing power of the City or the forfeiture of any of its property except for the Net
Revenues in connection with any default hereon except as provided in this Note, the Bond Order and
the Note Resolution. Reference is hereby made to the Bond Order and the Note Resolution and to all
amendments and supplements thereto for a description of the provisions, among others, respecting the
nature and extent of the security, the rights, duties and obligations of the City, the rights of the owner
of this Note, the deposit of proceeds of this Note and the terms upon which this Note is issued and
secured.
- This Note is subject to prepayment in whole on any date not more than 45 days prior to its
maturity date at a prepayment price equal to 100% of the principal amount hereof, plus accrued interest
thereon to the prepayment date. The City shall provide notice of any such prepayment of this Note to
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the
registered owner hereof at least ten (10) days prior to the date fixed for prepayment unless otherwise
waived by such registered owner.
The City has designated this Note as a "qualified tax-exempt obligation" for the purposes of
Section 265(b)(3) of the Internal Revenue Code of 1986, as amended.
It is hereby certified and recited that all acts,, conditions and things required by the Constitution
and laws of North Carolina to happen, exist and be performed precedent to and in the issuance of this
Note have happened, exist and have been performed in regular and due form and time as so required.
IN WITNESS WHEREOF, the City, pursuant to a resolution adopted by the City Council of
the City, has caused this Note to be signed by the [Mayor] [Mayor Pro Tempore] and the [Deputy]
[Assistant] City Clerk of the City and the official seal of the City to be impressed hereon, all as of the
day of April, 2025.
[SEAL]
[Do Not Sign]
[Mayor] [Mayor Pro Tempore]
rpo Not Sign]
[Deputy] [Assistant] City Clerk
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CERTIFICATE OF LOCAL GOVERNMENT COMMISSION
The issuance of the within City of Dunn, North Carolina Water and Sewer System Revenue
Bond Anticipation Note, Series 2025 has been approved under the provisions of The State and Local
Government Revenue Bond Act of North Carolina, as amended.
L.G.C. No.
[Do Not Sign]
JENNIFER WIMMER
Deputy Secretary, Local Government Commission
CERTIFICATE OF AUTHENTICATION
This Note is issued under the provisions of the within mentioned Bond Order and Note Resolution.
Date of authentication:
[Do Not Sign]
Finance Director, as Bond Registrar
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto
PLEASE INSERT SOCIAL SECURITY NUMBER
OR OTHER IDENTIFYING NUMBER OF ASSIGNEE
PLEASE PRINT OR TYPEWRITE NAME AND ADDRESS OF TRANSFEREE
the within note and
all right thereunder, and hereby irrevocably constitutes and appoints
attorney, to transfer the within note on the books
kept for registration thereof, with full power of substitution in the premises.
Dated:
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In the presence of:
NOTICE: Signature must be guaranteed by an The signature to this assignment must
institution which is a participant in the correspond with the name as it appears upon
Securities Transfer Agent Medallion Program the face of the within note in every
(STAMP) or similar program. particular, without alteration or enlargement
or any change whatever.
Section 4. The City covenants that, to the extent permitted by the Constitution and laws of the
State of North Carolina, it will comply with the requirements of the Internal Revenue Code of 1986, as
amended or as may be amended from time to time, and any Treasury regulations now or hereafter
promulgated thereunder, to the extent necessary so that interest on the Note will not be included in the
gross income of the owners of the Note for purposes of federal income tax.
Section 5. The City hereby represents that it reasonably expects that it and all subordinate
entities thereof will not issue in the aggregate more than $10,000,000 of tax-exempt obligations (not
counting private -activity bonds except for qualified 501(c)(3) bonds as defined in the Code) during
calendar year 2025. In addition, the City hereby designates the Note as a "qualified tax-exempt
obligation" for the purposes of Section 265(b)(3) of the Code.
Section 6. While the Note is outstanding, the City hereby agrees to provide the registered owner
of the Note (a) a copy of its annual audited financial statements within 210 days of the end of the fiscal
year and (b) such other information relating to the City, the System and the Additional Bond as the
registered owner of the Note may reasonably request (excluding privileged or confidential information).
Section 7. The City covenants that it will act with all due diligence and make all commercially
and economically reasonable efforts in the construction and completion of the Project and otherwise so
as to provide for the issuance of the Additional Bonds in a timely manner.
Section 8. The Purchaser shall pay the purchase price for the Note (is equal to the principal
amount of the Note) on the date of delivery of the Note by deposit into an account designated by the
City and as directed by the City in writing to the Purchaser.
Section 9. The officers, attorneys, employees and other agents of the City are hereby authorized
to sign all certificates and instruments and to do all acts and things required of them by this resolution
for the full, punctual -and complete performance of all of the terms, covenants and agreements contained
in the Note, the Bond Order and this resolution.
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Section 10. This resolution shall take effect upon its adoption.
Adopted this 8th day of April 2025 by the City of Dunn, North Carolina.
William P. Elmore Jr.,
Mayor
ATTEST:
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SUPPLEMENTAL ORDER AUTHORIZING THE ISSUANCE BY THE CITY
OF DUNN, NORTH CAROLINA OF $896269000 OF WATER AND SEWER
SYSTEM REVENUE BONDS TO FINANCE IMPROVEMENTS TO THE
CITY' S WATER AND SANITARY SEWER SYSTEM AND AUTHORIZING
THE EXECUTION AND DELIVERY OF CERTAIN DOCUMENTS IN
CONNECTION THEREWITH
BE IT ORDERED by the City Council (the "City Council") of the City of Dunn, North Carolina
(the "City"):
Section 1. The City Council does hereby find and determine as follows:
(a) On August 9, 2022, the City Council adopted a bond order (the "Order") entitled:
"BOND ORDER AUTHORIZING THE ISSUANCE OF WATER AND SEWER
SYSTEM REVENUE BONDS TO PROVIDE FUNDS TO ACQUIRE, CONSTRUCT
AND EQUIP IMPROVEMENTS TO THE CITY' S WATER AND SEWER SYSTEM;
PROVIDING FOR THE ISSUANCE OF ADDITIONAL REVENUE BONDS;
PROVIDING FOR THE ISSUANCE OF REVENUE BOND ANTICIPATION NOTES
IN ANTICIPATION OF THE ISSUANCE OF REVENUE BONDS; PROVIDING
FOR THE COLLECTION OF- SERVICE CHARGES FOR THE USE OF THE
SYSTEM; PROVIDING FOR THE CREATION OF CERTAIN SPECIAL FUNDS;
PLEDGING TO THE PAYMENT OF THE PRINCIPAL OF AND THE INTEREST
,ON THE REVENUE BONDS AND NOTES CERTAIN NET REVENUES OF THE
SYSTEM; SETTING FORTH THE RIGHTS AND REMEDIES OF HOLDERS; AND
SETTING FORTH THE DETAILS OF CERTAIN RELATED MATTERS."
(b) All of the bonds initially authorized by the Order have now been issued. Section 3.02 of the
Order provides that the City may, from time to time, issue additional bonds under the Order for the
purpose of financing improvements to the water and sewer system established pursuant to the Order
(the "System), such additional bonds secured on a parity with and shall be entitled to the same benefit
and security of the Order as all other bonds issued and outstanding thereunder.
(c) On January 28, 2025, the City Council adopted a resolution expressing its intent to issue not
to exceed $8,626,000 of additional revenue bonds under the Order for the purpose of providing funds,
together with other available funds, to pay the costs of various improvements to the City's sanitary
sewer system, including, without limitation, the upgrading and replacement of the Eastside Pump
Station (the "Project"), making certain findings and requesting the Local Government Commission of
North Carolina (the "Commission") to approve the application of the City to the Commission for the
issuance of such additional bonds and to sell the proposed revenue bonds or revenue bond anticipation
notes issued in anticipation therefor at a private sale without advertisement.
(d) On April 1, 2025, -the Commission approved the application of the City for the issuance of
$8,626,000 of additional revenue bonds under the Order to finance the Project in accordance with G.S.
159-86 and to sell revenue bond anticipation notes in anticipation of the issuance of such revenue bonds
to PNC Bank, National Association.
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Section 2. Pursuant to the provisions of The State and Local Government Revenue Bond Act,
as amended (the "Act"), particularly G.S. 159-88, the City hereby authorizes the issuance of the revenue
bonds of the City in an aggregate principal amount of $8,626,000 (the "Bonds") for the purpose of
providing funds, together with any other available funds; to pay (a) the costs of the Project, (b) pay all
or a portion of the interest on such bonds during the period of construction of the Project, (c) fund any
necessary debt service reserve fund and (d) pay the fees and expenses incurred in connection with the
sale and issuance of the Bonds. The Bonds shall mature at such -times and in such amounts as shall be
determined by the Commission at the time of sale thereof and set forth in a resolution of the City
Council adopted at the time of issuance of the Bonds. Revenue bond anticipation notes may be issued
in anticipation of the issuance of the Bonds from time to time as provided in Article 9 of Chapter 159
of the General Statutes of North Carolina, as amended.
Section 3. The Bonds, and any notes issued in anticipation thereof, shall be subject to
redemption or prepayment at the times, upon the terms and conditions, and at the prices as shall be set
forth in the resolution adopted at the_ time of issuance of the Bond or notes. .
Section 4. The Bonds authorized hereby, and any notes issued in anticipation thereof, shall be
secured on a parity basis by a pledge, charge and lien upon the Net Revenues (as defined in the Order)
as provided in Section 5.03 of the Order, all as more fully provided in the Order. Any notes shall be
further secured by the proceeds of the Bonds in anticipation of which the notes are issued.
Section 5. This order shall take effect immediately upon its adoption.
Adopted this 8th day of April 2025 by- the City of Dunn, North Carolina.
A
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City Clerk
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William P. Elmore Jr.,
Mayor
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The City Council of the City of Dunn, North Carolina met in a regular meeting in the
Council Chambers of the Dunn Municipal Building located at 401 E. Broad Street in Dunn,
North Carolina, the regular place of meeting, at 6:30 p.m. on April 8, 2025.
Present: Mayor William P. Elmore, Jr., presiding, and Council Members
Absent: Council Member
Also Present: Lc /Vjail
64t,
AssisFun-f- Cc�k
r l A" U/ introduced the following order the title of which was read and a
copy of which had been previously distributed to each Council Member:
SUPPLEMENTAL ORDER AUTHORIZING THE ISSUANCE BY THE
CITY OF DUNN, NORTH CAROLINA OF $896269000 OF WATER AND
SEWER SYSTEM REVENUE BONDS TO FINANCE IMPROVEMENTS
TO THE CITY'S WATER AND SANITARY SEWER SYSTEM AND
AUTHORIZING THE EXECUTION AND DELIVERY OF CERTAIN
DOCUMENTS IN CONNECTION THEREWITH
BE IT ORDERED by the City Council (the "City Council") of the City of Dunn, North
Carolina (the "City"):
Section 1. The City Council does hereby find and determine as follows:
(a) On August 9, 2022, the City Council adopted a bond order (the "Order") entitled:
"BOND ORDER AUTHORIZING THE ISSUANCE OF WATER AND SEWER
SYSTEM REVENUE BONDS TO PROVIDE FUNDS TO ACQUIRE,
CONSTRUCT AND EQUIP IMPROVEMENTS TO , THE CITY' S WATER
AND SEWER SYSTEM; PROVIDING FOR THE ISSUANCE OF
ADDITIONAL REVENUE BONDS; PROVIDING FOR THE ISSUANCE OF
REVENUE BOND ANTICIPATION NOTES IN ANTICIPATION OF THE
ISSUANCE OF REVENUE BONDS; PROVIDING FOR THE COLLECTION
OF SERVICE CHARGES FOR THE USE OF THE SYSTEM; PROVIDING
FOR THE CREATION OF CERTAIN SPECIAL FUNDS; PLEDGING TO THE
PAYMENT OF THE PRINCIPAL OF AND THE INTEREST ON THE
REVENUE BONDS AND NOTES CERTAIN NET REVENUES OF THE
SYSTEM; SETTING FORTH THE RIGHTS AND REMEDIES OF HOLDERS;
AND SETTING FORTH THE DETAILS OF CERTAIN RELATED
MATTERS."
(b) All of the bonds initially authorized by the Order have now been issued. Section 3.02
of the Order provides that the City may, from time to time, issue additional bonds under the
Order for the purpose of financing improvements to the water and sewer system established
pursuant to the Order (the "System), such additional bonds secured on a parity with and shall be
entitled to the same benefit and security of the Order as all other bonds issued and outstanding
thereunder.
(c) On January 28, 2025, the City Council adopted a resolution expressing its intent to
issue not to exceed $8,626,000 of additional revenue bonds under the Order for the purpose of
providing funds, together with other available funds, to pay the costs of various improvements to
the City's sanitary sewer system, including, without limitation, the upgrading and replacement of
the Eastside Pump Station (the "Project"), making certain findings and requesting the Local
Government Commission of North Carolina (the "Commission") to approve the application of
the City to the Commission for the issuance of such additional bonds and to sell the proposed
revenue bonds or revenue bond anticipation notes issued in anticipation therefor at a private sale
without advertisement.
(d) On April 1, 2025, the Commission approved the application of the City for the
issuance of $8,626,000 of additional revenue bonds under the Order to finance the Project in
accordance with G.S. 159-86 and to sell revenue bond anticipation notes in anticipation of the
issuance of such revenue bonds to PNC Bank, National Association.
Section 2. Pursuant to the provisions of The State and Local Government Revenue Bond
Act, as amended (the "Act"), particularly G.S. 159-88, the City hereby authorizes the issuance of
the revenue bonds of the City in an aggregate principal amount of $8,626,000 (the "Bonds") for
the purpose of providing funds, together with any other available funds, to pay (a) the costs of
the Project, (b) pay all or a portion of the interest on such bonds during the period of construction
of the Project, (c) fund any necessary debt service reserve fund and (d) pay the fees and expenses
incurred in connection with the sale and issuance of the Bonds. The Bonds shall mature at such
times and in such amounts as shall be determined by the Commission at the time of sale thereof
and set forth in a resolution of the City Council adopted at the time of issuance of the Bonds.
Revenue bond anticipation notes may be issued in anticipation of the issuance of the Bonds from
time to time as provided in Article 9 of Chapter 159 of the General Statutes of North Carolina, as
amended.
Section 3. The Bonds, and any notes issued in anticipation thereof, shall be subject to
redemption or prepayment at the times, upon the terms and conditions, and at the prices as shall
be set forth in the resolution adopted at the time of issuance of the Bond or notes.
Section 4. The Bonds authorized hereby, and any notes issued in anticipation thereof,
shall be secured on a parity basis by a pledge, charge and lien upon the Net Revenues (as defined
in the Order) as provided in Section 5.03 of the Order, all as more fully provided in the Order.
Any notes shall be further secured by the proceeds of the Bonds in anticipation of which the
notes are issued.
Section 5. This order shall take effect immediately upon its adoption.
2
U on tion of Council Member. ��- •� seconded by Council Member
AA A e foregoing order entitled "SUP MENTAL ORDER AUTHORIZING
T E IS ANCE BY THE CITY OF DUNN, NORTH CAROLINA OF $8,626,000 OF
WATER AND SEWER SYSTEM REVENUE BONDS TO FINANCE IMPROVEMENTS TO
THE CITY' S WATER AND SANITARY SEWER SYSTEM AND AUTHORIZING THE
EXECUTION AND DELIVERY OF CERTAIN DOCUMENTS IN CONNECTION
THEREWITH" was adopted by the following vote:
Ayes:
Noes:
Thereupon, ( introduced the following resolution the title of
which was read and a copy of which had been previously distributed to each Council Member:
RESOLUTION PROVIDING FOR THE SALE AND ISSUANCE OF AN
$8,626,000 WATER AND SEWER SYSTEM REVENUE BOND
ANTICIPATION NOTE, SERIES 2025
BE IT RESOLVED by the City Council (the "City Council") of the City of Dunn, North
Carolina (the "City"):
Section 1. The City Council has determined and does hereby find, declare and represent
the following:
(a) Pursuant to The State and Local Government Revenue Bond Act, as amended (the
"Act"), the City Council adopted a supplemental bond order on April 8, 2025 (the "Supplemental
Order"), supplementing the bond order heretofore adopted by the City Council on August 9,
2022 (the "Original Bond Order" and, together with the Supplemental Order, the "Bond Order")
authorizing the issuance of $8,626,000 of additional water and sewer system revenue bonds of
the City (the "Additional Bonds") pursuant to Section 3.02 of the Original Bond Order for the
purpose of providing funds, together with other available funds, to (i) pay the costs of various
improvements to the City's sanitary sewer system, including, without limitation, the upgrading
and replacement of the Eastside Pump Station (the "Project"), (ii) pay all or a portion of the
interest on the Additional Bonds during the period of construction of the Project, (iii) fund any
necessary debt service reserve fund and (iv) pay the fees and expenses incurred in connection
with the sale and issuance of the Additional Bonds.
(b) The Project constitutes "System Improvements" within the meaning of the Original
Bond Order.
(c) The Bond Order authorizes the City to issue revenue bond anticipation notes in
anticipation of the receipt of the proceeds of the sale of the Additional Bonds.
(d) None of the Additional Bonds have been issued and it is necessary to issue a revenue
bond anticipation note (the "Note") in the principal amount of $8,626,000 at this time in
anticipation of the receipt of the proceeds of the sale of a like amount of the Additional Bonds,
3
the proceeds of the Note to be applied, together with other available funds, to pay the costs of the
Project and the fees and expenses incurred in connection with the sale and issuance of the Note
and the Additional Bonds
(e) PNC Bank, National Association has agreed to purchase the Note upon the issuance
thereof at private sale pursuant to the terms set forth in this resolution and the Note for a
purchase price equal to the principal amount of the Note.
(f) The United States of America Department of Agriculture — Rural Development has
agreed to purchase the Additional Bonds in the aggregate principal amount of $8,626,000, the
proceeds of which will be applied to the repayment of the principal amount of the Note.
(g) The Local Government Commission of North Carolina has approved the issuance and
private sale of the Note and the Additional Bonds as described above as required by the Act and
Article 9 of Chapter 159 of the General Statutes of North Carolina, as amended, prior to the
issuance of the Note.
Section 2. In anticipation of the receipt of the proceeds of the sale of a like amount of the
Additional Bonds, the sale and issuance, pursuant to the Act and Article 9 of Chapter 159 of the
General Statutes of North Carolina, as amended, of an $8,626,000 water and sewer system
revenue bond anticipation note of the City is hereby authorized, which note shall be designated
"Water and Sewer System Revenue Bond Anticipation Note, Series 2025" (the "Note"), shall be
dated as of the date of delivery thereof, shall mature on April 15,, 2027, subject to prior
prepayment as described below, and shall bear interest at the rate of 3.5 8 % per annum (subject to
adjustment as provided below), which interest shall be payable annually on April 15, 2026 and
on the maturity date of the Note, and shall be calculated on the basis of a 360-day year consisting
of twelve 30-day months. The Note shall be payable as to both principal and interest at the
principal office of PNC Bank, National Association in Raleigh, North Carolina, or otherwise as
specified by the registered owner of the Note, and both the principal of and the interest on the
Note shall be payable in any coin or currency of the United States of America which at the time
of payment is legal tender for the payment of public and private debts.
From and after the occurrence of an event of default under the Bond Order until such
time as such event of default has been remedied or otherwise waived by the registered owner of
the Note, the outstanding principal component of the Note shall bear interest at the Default Rate
(hereinafter defined).
Upon and after the occurrence of a Determination of Taxability (hereinafter defined) due
to an Event of Taxability (hereinafter defined), the interest component of the Note shall be
adjusted to bear interest at the Taxable Rate (hereinafter defined). In addition, in such event, the
City shall pay to such owner (a) an amount necessary to reimburse such owner for any interest,
penalties or other charges assessed by the Internal Revenue Service and the Department of
Revenue by reason of such owner's failure to include the interest portion of the payments under
the Note in its gross income for federal income tax purposes, together with any reasonable
attorneys' fees, court costs or other out-of-pocket costs incurred by such owner in connection
therewith, and (b) an amount equal to the positive difference, if any, between the amount of
interest that would have been paid on the principal balances due under the Note from the
Inclusion Date (hereinafter defined) if interest were computed at the Taxable Rate and the
amount actually paid to the Purchaser. The City agrees to give prompt written notice to the
M
registered owner of the Note of the City's receipt of any notice or information from any source
whatsoever to the effect that an Event of Taxability or. a Determination of Taxability shall have
occurred.
Notwithstanding any other provision of this Section to the contrary, the interest rate or
rates payable on the Note shall not at any time exceed the Maximum Rate (hereinafter defined).
For purposes of this resolution and the Note, the following capitalized terms shall have
the following meanings:
"Base Rate" means the greater of (a) the Prime Rate and (b) the Overnight Bank Funding
Rate plus 0.50% per annum. If and when the Base Rate (or any component thereof) changes, the
rate of interest with respect to any amounts hereunder to which the Base Rate applies will change
automatically without notice to the City, effective on the date of any such change.
"Business Day" means any day other than (A) a Saturday or Sunday or (B) a legal
holiday on which commercial banks are authorized or required by law to be closed for business
in Pittsburgh, Pennsylvania.
"Default Rate" means the Base Rate plus 3.00% per annum, provided that the Default
Rate shall in no event exceed the Maximum Rate. -
"Determination of Taxability" means and shall be deemed to have occurred on the first to
occur of the following:
(i) on the date when the Purchaser notifies the City that it has received a written
opinion by a nationally recognized firm of attorneys of substantial expertise on the subject of
tax-exempt municipal finance to the effect that an Event of Taxability shall have occurred unless,
within one hundred eighty (180) days after receipt by the City of such notification from the
Purchaser, the City shall deliver to the Purchaser a ruling or determination letter issued to or on
behalf of the City by the Commissioner or any District Director of the Internal Revenue Service
(or any other governmental official exercising the same or a substantially similar function from
time to time) to the effect that, after taking into consideration such facts as form the basis for the
opinion that an Event of Taxability has occurred, an Event of Taxability shall not have occurred;
(ii) on the date when the City shall be advised in writing by the Commissioner or any
District Director of the Internal Revenue Service (or any other government official or agent
exercising the same or a substantially similar function from time to time) that, based upon filings
of the City or upon any review or audit of the City or upon any other ground whatsoever, an
Event of Taxability shall have occurred; or
(iii) on the date when the City shall receive notice from the Purchaser that the Internal
Revenue Service (or any other government official or agency exercising the same or a
substantially similar function from time to time) has assessed as includable in the gross income
of the Purchaser the interest on the Installment Payments due to the occurrence of an Event of
Taxability;
provided, however, no Determination of Taxability shall occur under subparagraph (ii) or (iii)
hereunder unless the City has been -afforded the reasonable opportunity, at its expense, to contest
5
any such assessment, and, further, no Determination of Taxability shall occur until such contest,
if made, has been finally determined; provided further, however, that upon demand from the
Purchaser, the City shall promptly reimburse such registered owner for any payments, including
any taxes, interest, penalties or other charges, such registered owner shall be obligated to make
as a result of the Determination of Taxability.
"Event of Taxability" means (i) the taking of any action by the City, or the failure to take
any action by the City, or the making by the City of any misrepresentation herein or in any
certificate required to be given in connection with the issuance of the Note which has the effect
of causing interest paid or payable on the Note to become includable, in whole or in part, in the
gross income of the Purchaser for federal income tax purposes or (ii) the entry of any decree or
judgment by a court of competent jurisdiction, or the taking of any official action by the Internal
Revenue Service or the Department of the Treasury, which decree, judgment or action shall be
final under applicable procedural law, in either case, which has the effect of causing interest paid
or payable on the Note to become includable, in whole or in part, in the gross income of the
Purchaser for federal income tax purposes with respect to the Note as a result of any action by
the City, or the failure to take any action by the City, or the making by the City of any
misrepresentation herein or in any certificate required to be given in connection with the issuance
of the Note.
"Inclusion Date" means the date that the interest component of the Note first becomes
includable in the gross income of the owner of the Note as a result of a Determination of
Taxability.
"Maximum Rate" means the lesser of (a) 12% per annum and (b) the maximum rate
permitted by applicable law.
"NYFRB" means the Federal Reserve Bank of New York.
"Overnight Bank Funding Rate" means, for any day, the rate comprised of both overnight
federal funds and overnight Eurocurrency borrowings by U.S.-managed banking offices of
depository institutions, as such composite rate shall be determined by the NYFRB, as set forth on
its public website from time to time, and as published on the next succeeding Business Day as
the overnight bank funding rate by the NYFRB (or by such other recognized electronic source
(such as Bloomberg) selected by the Purchaser for the purpose of displaying such rate);
provided, that if such day is not a Business Day, the Overnight Bank Funding Rate for such day
shall be such rate on the immediately preceding Business Day; provided, further, that if such
rate shall at any time, for any reason, no longer exist, a comparable replacement rate determined
by the Purchaser at such time (which determination shall be conclusive absent manifest error). If
the Overnight Bank Funding Rate determined as above would be less than zero, then such rate
shall be deemed to be zero. The rate of interest charged shall be adjusted as of each Business
Day based on changes in the Overnight Bank Funding Rate without notice to the City.
"Prime Rate" means the rate publicly announced by the Purchaser from time to time as its
prime rate. The Prime Rate is determined from time to time by the Purchaser as a means of
pricing some loans to its borrowers. The Prime Rate is not tied to any external rate of interest or
index and does not necessarily reflect the lowest rate of interest actually charged by the
Purchaser to any particular class or category of customers.
0
"Purchaser" means PNC Bank, National Association or any successor or assign thereof as
permitted hereby.
"Taxable Rate" means an interest rate that, had it been in effect, would have resulted in
the same after tax equivalent yield to the Purchaser that the Purchaser would have realized if
interest on the Note were subject to federal income taxation of gross income at the highest
corporate income tax rate in effect at the time of receipt of the interest; provided, however, that
in no event shall the Taxable Rate exceed the Maximum Rate at any time.
The Note shall be subject to prepayment in whole on any date not more than 45 days
prior to its maturity date at a prepayment price equal to 100% of the principal amount thereof,
plus accrued interest thereon to the prepayment date. The City shall provide notice of any such
prepayment of the Note to the registered owner of the Note at least ten (10) days prior to the date
fixed for prepayment unless otherwise waived by the registered owner of the Note.
The Note shall be a special obligation of the City payable from, and secured by a pledge,
charge and lien upon, the proceeds of the sale of a like amount of the Additional Bonds and from
the Net Revenues (as defined in the Bond Order) to the extent and as provided in the Bond Order
and this resolution. Neither the faith and credit nor the taxing power of the City is pledged to the
payment of the principal of or interest on the Note, and the owner of the Note has no right to
compel the exercise of the taxing power of the City or the forfeiture of any of its property except
for the Net Revenues in connection with any default thereon except as provided in the Note and
the Bond Order.
The Note shall be sold to PNC Bank, National Association at a purchase price equal to
$8,626,000, such purchase price and the interest rate set forth above being in the best interests of
the City.
Section 3. The Note shall be signed by the Mayor or, in the absence of the Mayor, the
Mayor Pro Tempore, and the City Clerk or any assistant or deputy City Clerk of the City and the
official seal of the City shall be impressed on the Note. The form of the Note and the
endorsement to be placed upon the reverse thereof shall be substantially as follows:
He
$8,626,000
United States of America
State of North Carolina
Harnett County
CITY OF DUNK
WATER AND SEWER SYSTEM REVENUE BOND ANTICIPATION NOTE
SERIES 2025
The City of Dunn, North Carolina (the "City"), a municipal corporation duly organized
and validly existing under the laws of the State of North Carolina, is justly indebted and for value
received hereby promises to pay, solely from the sources and as hereinafter provided, to PNC
BANK, NATIONAL ASSOCIATION or its registered assigns, on the 15th day of April, 2027,
the principal sum of
7
EIGHT MILLION SIX HUNDRED TWENTY-SIX THOUSAND DOLLARS
and to pay interest thereon from the date hereof, calculated on the basis of a 3 60-day year
consisting of twelve 30-day months, solely from such sources, at the rate of 3.58% per annum
(subject to adjustment as provided below) annually on April 15, 2026 and on the maturity date of
this Note, payable at the designated office of PNC Bank, National Association in Raleigh, North
Carolina, or otherwise as specified by the registered owner of this Note. Both the principal of
and the interest on this Note are payable in any coin or currency of the United States of America
which at the time of payment is legal tender for the payment of public and private debts. Upon
payment of the principal of and interest on this Note, the registered owner of this Note shall
promptly cancel and surrender this Note at the office of the Finance Director of the City of Dunn,
North Carolina.
From and after the occurrence of an event of default under the Bond Order (hereinafter
defined) until such time as such event of default has been remedied or otherwise waived by the
registered owner of this Note, the outstanding principal component of this Note shall bear
interest at the Default Rate (hereinafter defined).
Upon and after the occurrence of a Determination of Taxability (hereinafter defined) due
to an Event of Taxability (hereinafter defined), this Note shall bear interest at the Taxable Rate
(hereinafter defined). In addition, in such event, the City shall pay to such owner (a) an amount
necessary to reimburse such owner for any interest, penalties or other charges assessed by the
Internal Revenue Service and the Department of Revenue by reason of such owner's failure to
include the interest portion of the payments under this Note in its gross income for federal
income tax purposes, together with any reasonable attorneys' fees, court costs or other out-of-
pocket costs incurred by such owner in connection therewith, and (b) an amount equal to the
positive difference, if any, between the amount of interest that would have been paid on the
principal balances due under this Note from the Inclusion Date (hereinafter defined) if interest
were computed at the Taxable Rate and the amount actually paid to the Purchaser. The City
agrees to give prompt written notice to such owner of the City's receipt of any notice or
information from any source whatsoever to the effect that an Event of Taxability or a
Determination of Taxability shall have occurred.
Notwithstanding any other provision of this Section to the contrary, the interest rate or
rates payable on this Note shall not at any time exceed the Maximum Rate (hereinafter defined).
For purposes of this Note, the following capitalized terms shall have the following
meanings:
"Base Rate" means the greater of (a) the Prime Rate and (b) the Overnight Bank Funding
Rate plus 0.50% per annum. If and when the Base Rate (or any component thereof) changes, the
rate of interest with respect to any amounts hereunder to which the Base Rate applies will change
automatically without notice. to the City, effective on the date of any such change.
"Business Day" means any day other than (A) a Saturday or Sunday or (B) a legal
holiday on which commercial banks are authorized or required by law to be closed for business
in Pittsburgh, Pennsylvania.
E'1
"Default Rate" means the Base Rate plus 3.00% per annum, provided that the Default
Rate shall in no event exceed the Maximum Rate.
"Determination of Taxability" means and shall be deemed to have occurred on the first to
occur of the following:
(i) on the date when the Purchaser notifies the City that it has received a written
opinion by a nationally recognized firm of attorneys of substantial expertise on the subject of
tax-exempt municipal finance to the effect that an Event of Taxability shall have occurred unless,
within one hundred eighty (180) days after receipt by the City of such notification from the
Purchaser, the City shall deliver to the Purchaser a ruling or determination letter issued to or on
behalf of the City by the Commissioner or any District Director of the Internal Revenue Service
(or any other governmental official exercising the same or a substantially similar function from
time to time) to the effect that, after taking into consideration such facts as form the basis for the
opinion that an Event of Taxability has occurred, an Event of Taxability shall not have occurred;
(ii) on the date when the City shall be advised in writing by the Commissioner or any
District Director of the Internal Revenue Service (or any other government official or agent
exercising the same or a substantially similar function from time to time) that, based upon filings
of the City or upon any review or audit of the City or upon any other ground whatsoever, an
Event of Taxability shall have occurred; or
(iii) on the date when the City shall receive notice from the Purchaser that the Internal
Revenue Service (or any other government official or agency exercising the same or a
substantially similar function from time to time) has assessed as includable in the gross income
the interest on the Installment Payments due to the occurrence of an Event of Taxability;
provided, however, no Determination of Taxability shall occur under subparagraph (ii) or (iii)
hereunder unless the City has been afforded the reasonable opportunity, at its expense, to contest
any such assessment, and, further, no Determination of Taxability shall occur until such contest,
if made, has been finally determined; provided further, however, that upon demand from the
Purchaser, the City shall promptly reimburse such registered owner for any payments, including
any taxes, interest, penalties or other charges,. such registered owner shall be obligated to make
as a result of the Determination of Taxability.
"Event of Taxability" means (i) the taking of any action by the City, or the failure to take
any action by the City, or the making by the City of any misrepresentation herein or in any
certificate required to be given in connection with the issuance of this Note which has the effect
of causing interest paid or payable on this Note to become includable, in whole or in part, in the
gross income of the Purchaser for federal income tax purposes or (ii) the entry of any decree or
judgment by a court of competent jurisdiction, or the taking of any official action by the Internal
Revenue Service or the Department of the Treasury, which decree, judgment or action shall be
final under applicable procedural law, in either case, which has the effect of causing interest paid
or payable on this Note to become includable, in whole or in part, in the gross income of the
Purchaser for federal income tax purposes with respect to this Note as a result of any action by
the City, or the failure to take any action by the City, or the making by the City of any
misrepresentation herein or in any certificate required to be given in connection with the issuance
of this Note.
9
"Inclusion Date" means the date that the interest component of this Note first becomes
includable in the gross income of the owner of this Note as a result of a Determination of
Taxability.
"Maximum Rate" means the lesser of (a) 12% per annum and (b) the maximum rate
permitted by applicable law.
"NYFRB" means the Federal Reserve Bank of New York.
"Overnight Bank Funding Rate" means, for any day, the rate comprised of both overnight
federal funds and overnight Eurocurrency borrowings by U.S.-managed banking offices of
depository institutions, as such composite rate shall be determined by the NYFRB, as set forth on
its public website from time to time, and as published on the next succeeding Business Day as
the overnight bank funding rate by the NYFRB (or by such other recognized electronic source
(such as Bloomberg) selected by the Purchaser for the purpose of displaying such rate);
provided, that if such day is not a Business Day, the Overnight Bank Funding Rate for such day
shall be such rate on the immediately preceding Business Day; provided, further, that if such
rate shall at any time, for any reason, no longer exist, a comparable replacement rate determined
by the Purchaser at such time (which determination shall be conclusive absent manifest error). If
the Overnight Bank Funding Rate determined as above would be less than zero, then such rate
shall be deemed to be zero. The rate of interest charged shall be adjusted as of each Business
Day based on changes in the Overnight Bank Funding Rate without notice to the City.
"Prime Rate" means the rate publicly announced by the Purchaser from time to time as its
prime rate. The Prime Rate is determined from time to time by the Purchaser as a means of
pricing some loans to its borrowers. The Prime Rate is not tied to any external rate of interest or
index and does not necessarily reflect the lowest rate of interest actually charged by the
Purchaser to any particular class or category of customers.
"Purchaser" means PNC Bank, National Association or any successor or assign thereof as
permitted hereby.
"Taxable Rate" means an interest rate that, had it been in effect, would have resulted in
the same after tax equivalent yield to the Purchaser that the Purchaser would have realized if
interest on this Note were subject to federal income taxation of gross income at the highest
corporate income tax rate in effect at the time of receipt of the interest; provided, however, that
in no event shall the Taxable Rate exceed the Maximum Rate at any time.
This Note is issued pursuant to and in accordance with Article 5 and Article 9 of Chapter
159 of the General Statutes of North Carolina, as amended, a bond order adopted by the City
Council (the "City Council") of the City on August 9, 2022, as supplemented and amended by a
supplemental bond order adopted by the City Council of the City on April 8, 2025 (collectively,
the "Bond Order"), and a resolution adopted by the City Council of the City on April 8, 2025
(the "Note Resolution")-. This Note is issued in anticipation of the receipt of the proceeds of sale
of a like amount of the City's water and sewer system revenue bonds, and the proceeds hereof
shall be used to pay the costs the various improvements to the System (as defined in the Bond
Order) and certain fees and expenses incurred in connection with the sale and issuance of this
Note and such bonds.
10
This Note is a special obligation of the City payable solely from, and secured by a
pledge, charge and lien upon, the proceeds of the sale of a like amount of revenue bonds of the
City and from the Net Revenues (as defined in the Bond Order) to the extent and as provided in
the Bond Order and the Note Resolution. Neither the faith and credit nor the taxing power of the
City is pledged to the payment of the principal of or interest on this Note, and the owner of this
Note has no right to compel the exercise of the taxing power of the City or the forfeiture of any
of its property except for the Net Revenues in connection with any default hereon except as
provided in this Note, the Bond Order and the Note Resolution. Reference is hereby made to the
Bond Order and the Note Resolution and to all amendments and supplements thereto for a
description of the provisions, among others, respecting the nature and extent of the security, the
rights, duties and obligations of the City, the rights of the owner of this Note, the deposit of
proceeds of this Note and the terms upon which this Note is issued and secured.
This Note is subject to prepayment in whole on any date not more than 45 days prior to
its maturity date at a prepayment price equal to 100% of the principal amount hereof, plus
accrued interest thereon to the prepayment date. The City shall provide notice of any such
prepayment of this Note to the registered owner hereof at least ten (10) days prior to the date
fixed for prepayment unless otherwise waived by such registered owner.
The City has designated this Note as a "qualified tax-exempt obligation" for the purposes
of Section 265(b)(3) of the Internal Revenue Code of 1986, as amended.
It is hereby certified and recited that all acts, conditions and things required by the
Constitution and laws of North Carolina to happen, exist and be performed precedent to and in
the issuance of this Note have happened, exist and have been performed in regular and due form
and time as so required.
IN WITNESS WHEREOF,` the City, pursuant to a resolution adopted by the City Council
of the City, has caused this Note to be signed by the [Mayor] [Mayor Pro Tempore] and the
[Deputy] [Assistant] City Clerk of the City and the official seal of the City to be impressed
hereon, all as of the day of April, 2025.
[SEAL]
[Do Not Sign]
[Mayor] [Mayor Pro Tempore]
[Do Not Sign]
[Deputy] [Assistant] City Clerk
11
CERTIFICATE OF- LOCAL GOVERNMENT COMMISSION
The issuance of the within City of Dunn, North Carolina Water and Sewer System
Revenue Bond Anticipation Note, Series 2025 has been approved under the provisions of The
State and Local Government Revenue Bond Act of North Carolina, as amended.
L.G.C. No.
[Do Not Sign]
JENNIFER WIMMER
Deputy Secretary, Local Government Commission
CERTIFICATE OF AUTHENTICATION
This Note is issued under the provisions of the within mentioned Bond Order and Note
Resolution.
Date of authentication:
[Do Not Sign]
Finance Director, as Bond Registrar
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto
PLEASE INSERT SOCIAL SECURITY NUMBER
OR OTHER IDENTIFYING NUMBER OF ASSIGNEE
PLEASE PRINT OR TYPEWRITE NAME AND ADDRESS OF TRANSFEREE
the within note
and all right thereunder, and hereby irrevocably constitutes and appoints
, attorney, to transfer the within note on the
books kept for registration thereof, with full power of substitution in the premises.
Dated:
12
In the presence of:
NOTICE: Signature must be guaranteed by The signature to this assignment must
an institution which is a participant in the correspond with the name as it appears
Securities Transfer Agent Medallion Program upon the face of the within- note in every
(STAMP) or similar program. particular, without alteration or
enlargement or any change whatever.
Section 4. The City covenants that, to the extent permitted by the Constitution and laws
of the State of North Carolina, it will comply with the requirements of the Internal Revenue
Code of 1986, as amended or as may be amended from time to time, and any Treasury
regulations now or hereafter promulgated thereunder, to the extent necessary so that interest on
the Note will not be included in the gross income of the owners of the Note for purposes of
federal income tax.
Section 5. The City hereby represents that it reasonably expects that it and all
subordinate entities thereof will not issue in the aggregate more than $10,000,000 of tax-exempt
obligations (not counting private -activity bonds except for qualified 501(c)(3) bonds as defined
in the Code) during calendar year 2025. In addition, the City hereby designates the Note as a
"qualified tax-exempt obligation" for the purposes of Section 265(b)(3) of the Code.
Section 6. While the Note is outstanding, the City hereby agrees to provide the registered
owner of the Note (a) a copy of its annual audited financial statements within 210 days of the end
of the fiscal year and (b) such other information relating. to the City, the System and the
Additional Bond as the registered owner of the Note may reasonably request (excluding
privileged or confidential information).
Section 7. The City covenants that it will act with all due diligence and make all
commercially and economically reasonable efforts in the construction and completion of the
Project and otherwise so as to provide for the issuance of the Additional Bonds in a timely
manner.
Section 8. The Purchaser shall pay the purchase price for the Note (is equal to the
principal amount of the Note) on the date of delivery of the Note by deposit into an account
designated by the City and as directed by the City in writing to the Purchaser.
Section 9. The officers, attorneys, employees and other agents of the City are hereby
authorized to sign all certificates and instruments and to do all acts and things required of them
by this resolution for the full, punctual and complete performance of all of the terms, covenants
and agreements contained in the Note, the Bond Order and this resolution.
Section 10. This resolution shall take- effect upon its adoption.
13
1
Upon otion of Council Member , seconded by Council Member
;1 ` he foregoing resolution entitled "RESO UTION PROVIDING FOR THE
SALE AND ISSUANCE OF AN $8,626,000 WATER AND SEWER SYSTEM REVENUE
BOND ANTICIPATION NOTE, SERIES 2025" was adopted by the following vote:
Ayes:
S
Noes: ®
I, Melissa Matti, City Clerk of the City of Dunn, North Carolina, DO HEREBY
CERTIFY that the foregoing is a true copy of so much of the proceedings of the City Council of
said City at a regular meeting held on April 8, 2025, as relates in any way to the adoption of the
foregoing order and resolution relating to the sale and issuance of revenue bonds and a revenue
bond anticipation note by said City and that said proceedings are to be recorded in the minutes of
said City Council.
I DO HEREBY FURTHER CERTIFY that proper notice of such meeting was given as
required by North Carolina law.
WITNESS my hand and the official seal of said City this 8ffi day of April, 2025.
City Clerk
®RP®
[SEAL]
6EAL
s
0
090i
14