HomeMy WebLinkAboutOrdinances - O-88-475 - 08/29/1988 - DETERMINE DETAILS OF $2.7M W/S REVENUE BONDS SERIEORDINANCE NO. 0-88-475
ORDINANCE DETERMINING THE DETAILS OF $2,700,000
WATERWORKS AND SEWERAGE REVENUE BONDS, SERIES 1988,
OF THE CITY OF McHENRY, ILLINOIS
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
McHENRY, ILLINOIS, AS FOLLOWS:
Section 1. Authority, Purpose and Findings. This
ordinance is adopted pursuant to the Municipal Bond Reform Act,
constituting Division 4.1 of Article 8 of the Illinois Municipal
Code, and Division 139 of Article 11 of the Illinois Municipal
Code for the purpose of financing the improvement of the combined
waterworks and sewerage system (the "System") owned and operated
by the City of McHenry by the construction of a sewerage collec-
tion system in the McHenry Shores (Units 1 through 5) and the Idyl
Dell subdivisions and property adjacent thereto, including sewer
mains, lift stations, manholes and service connections, all as
more fully described in the plans and specifications prepared by
Baxter and Woodman, Inc., Environmental Engineers (the "Project").
This ordinance supplements an ordinance adopted by the City
Council of the City on June 1, 1988 and entitled: "Ordinance
Authorizing the Issuance of $2,700,000 Waterworks and Sewerage
Revenue Bonds of the City of McHenry, Illinois" (the "Initial
Ordinance"). Unless otherwise defined in this ordinance, all
defined terms used in this ordinance shall have the meaning
ascribed thereto in Ordinance No. 0-86-390, adopted by the City
Council of the City on July 30, 1986, as amended (the "1986
Ordinance").
The City Council hereby finds and determines that it is
necessary and in the best interests of the City and the users of
the System to acquire and construct the Project; that the System
shall continue to be operated as a combined utility; and that the
period of usefulness of the System and the Project is 40 years
from the date of the bonds herein authorized to be sold.
Section 2. Terms of Bonds. All of the $2,700,000 prin-
cipal amount of bonds authorized by the Initial Ordinance shall be
issued. The bonds shall be designated "Waterworks and Sewerage
Revenue Bonds, Series 198811, and shall be issuable in the denomi-
nations of $5,000 or any integral multiple thereof. Bonds shall
be numbered consecutively from 1 upwards in order of their issu-
ance and may bear such identifying numbers or letters as shall be
useful to facilitate the registration, transfer and exchange of
bonds. Unless otherwise determined in the order to authenticate
the bonds, each bond shall be dated as of the interest payment
date next preceding the date of issuance thereof, except that (a)
if such date of issuance shall be prior to the first interest
payment date, said bond shall be dated as of September 1, 1988,
(b) if such date of issuance shall be an interest payment date,
said bond shall be dated as of such interest payment date, or (c)
if interest due on said bond shall not have been paid in full,
then notwithstanding any of the foregoing provisions, said bond
shall be dated as of the date to which interest has been paid in
full on said bond. The bonds shall mature on May 1 in each year
shown in the following table in the respective principal amount
set forth opposite each such year and the bonds maturing in each
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such year shall bear interest at the respective rate per annum set
forth opposite such year:
Principal
Rate of
Principal
Rate of
Year
Amount
Interest
Year
Amount
Interest
1990
$150,000
7.75%
1998
$200,000
6.90%
1991
150,000
7.75
1999
200,000
7.00
1992
150,000
6.75
2000
200,000
7.10
1993
150,000
6.75
2001
200,000
7.25
1994
175,000
6.75
2002
200,000
7.30
1995
175,000
6.75
2003
200,000
7.40
1996
175,000
6.75
2004
200,000
7.25
1997
175,000
6.80
Each bond shall bear interest from its date, computed on
the basis of a 360 day year consisting of twelve 30 day months and
payable in lawful money of the United States of America on May 1,
1989 and semiannually thereafter on each May 1 and November 1 at
the rates per annum herein determined. The principal of the bonds
shall be payable in lawful money of the United States of America
upon presentation and surrender thereof at the principal corporate
trust office of LaSalle National Bank, in the City of Chicago,
Illinois, which is hereby appointed as bond registrar and paying
agent for the bonds. Interest on the bonds shall be payable on
each interest payment date to the registered owners of record
thereof appearing on the registration books maintained by the City
for such purpose at the principal corporate trust office of the
bond registrar, as of the close of business on the 15th day of the
calendar month next preceding the applicable interest payment
date. Interest on the bonds shall be paid by check or draft
mailed to such registered owners at their addresses appearing on
the registration books.
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The bonds maturing on or after May 1, 1999 shall be
subject to redemption prior to maturity at the option of the City
and upon notice as herein provided, in inverse order of maturity
and by lot within a single maturity, on May 1, 1998 and on any
interest payment date thereafter, at a redemption price equal to
the principal amount thereof to be redeemed.
In the event of the redemption of less than all the
bonds of like maturity, the aggregate principal amount thereof to
be redeemed shall be $5,000 or an integral multiple thereof and
the bond registrar shall assign to each bond of such maturity a
distinctive number for each $5,000 principal amount of such bond
and shall select by lot from the numbers so assigned as many
numbers as, at $5,000 for each number, shall equal the principal
amount of such bonds to be redeemed. The bonds to be redeemed
shall be the bonds to which were assigned numbers so selected;
provided that only so much of the principal amount of each bond
shall be redeemed as shall equal $5,000 for each number assigned
to it and so selected.
Notice of the redemption of bonds shall be mailed not
less than 30 days nor more than 60 days prior to the date fixed
for such redemption to the registered owners of bonds to be
redeemed at their last addresses appearing on said registration
books. The bonds or portions thereof specified in said notice
shall become due and payable at the applicable redemption price on
the redemption date therein designated, and if, on the redemption
date, moneys for payment of the redemption price of all the bonds
or portions thereof to be redeemed, together with interest to the
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redemption date, shall be available for such payment on said date,
and if notice of redemption shall have been mailed as aforesaid
(and notwithstanding any defect therein or the lack of actual
receipt thereof by any registered owner) then from and after the
redemption date interest on such bonds or portions thereof shall
cease to accrue and become payable. If there shall be drawn for
redemption less than all of a bond, the City shall execute and the
bond registrar shall authenticate and deliver, upon the surrender
of such bond, without charge to the owner thereof, for the un-
redeemed balance of the bond so surrendered, bonds of like matur-
ity and of the denomination of $5,000 or any integral multiple
thereof.
The bond registrar shall not be required to transfer or
exchange any bond after notice of the redemption of all or a por-
tion thereof has been mailed. The bond registrar shall not be
required to transfer or exchange any bond during a period of 15
days next preceding the mailing of a notice of redemption which
could designate for redemption all or a portion of such bond.
Section 3. Sale and Delivery. The bonds are hereby
awarded and sold to Prudential-Bache Capital Funding, as pur-
chaser, at a price of $2,647,304.50 and accrued interest from
their date to the date of their delivery and payment. The offi-
cial statement prepared with respect to the bonds is hereby
approved.
The Mayor, City Clerk and other officials of the City
are hereby authorized and directed to do and perform, or cause to
be done or performed for or on behalf of the City each and every
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thing necessary for the issuance of the bonds, including the
proper execution and delivery of the bonds and the official state-
ment upon payment of the full purchase price of the bonds.
Section 4. Execution and Authentication. Each bond
shall be executed in the name of the City by the manual or autho-
rized facsimile signature of its Mayor and the corporate seal of
the City, or a facsimile thereof, shall be thereunto affixed or
otherwise reproduced thereon and attested by the manual or autho-
rized facsimile signature of its City Clerk.
In case any officer whose signature, or a facsimile of
whose signature, shall appear on any bond shall cease to hold such
office before the issuance of the bond, such bond shall neverthe-
less be valid and sufficient for all purposes, the same as if the
person whose signature, or a facsimile thereof, appears on such
bond had not ceased to hold such office. Any bond may be signed,
sealed or attested on behalf of the City by any person who, on the
date of such act, shall hold the proper office, notwithstanding
that at the date of such bond such person may not have held such
office. No recourse shall be had for the payment of any bonds
against any officer who executes the bonds.
Each bond shall bear thereon a certificate of authenti-
cation executed manually by the bond registrar. No bond shall be
entitled to any right or benefit under this ordinance or shall be
valid or obligatory of any purpose until such certificate of au-
thentication shall have been duly executed by the bond registrar.
Section S. Transfer, Exchange and Registry. The bonds
shall be negotiable, subject to the provisions for registration of
transfer contained herein. Each bond shall be transferable only
upon the registration books maintained by the City for that pur-
pose at the principal corporate trust office of the bond regis-
trar, by the registered owner thereof in person or by his attorney
duly authorized in writing, upon surrender thereof together with a
written instrument of transfer satisfactory to the bond registrar
and duly executed by the registered owner or his duly authorized
attorney. Upon the surrender for transfer of any such bond, the
City shall execute and the bond registrar shall authenticate and
deliver a new bond or bonds registered in the name of the trans-
feree, of the same aggregate principal amount, maturity and inter-
est rate as the surrendered bond. Bonds, upon surrender thereof
at the principal corporate trust office of the bond registrar,
with a written instrument satisfactory to the bond registrar, duly
executed by the registered owner or his attorney duly authorized
in writing, may be exchanged for an equal aggregate principal
amount of bonds of the same maturity and interest rate and of the
denominations of $5,000 or any integral multiple thereof.
For every such exchange or registration of transfer of
bonds, the City or the bond registrar may make a charge sufficient
to reimburse it for any tax, fee or other governmental charge
required to be paid with respect to such exchange or transfer,
which sum or sums shall be paid by the person requesting such
exchange or transfer as a condition precedent to the exercise of
the privilege of making such exchange or transfer. No other
charge shall be made for the privilege of making such transfer or
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exchange. The provisions of the Illinois Bond Replacement Act
shall govern the replacement of lost, destroyed or defaced bonds.
The City and the bond registrar may deem and treat the
person in whose name any bond shall be registered upon the regis-
tration books as the absolute owner of such bond, whether such
bond shall be overdue or not, for the purpose of receiving payment
of, or on account of, the principal of or interest thereon and for
all other purposes whatsoever, and all such payments so made to
any such registered owner or upon his order shall be valid and
effectual to satisfy and discharge the liability upon such bond to
the extent of the sum or sums so paid, and neither the City nor
the bond registrar shall be affected by any notice to the
contrary.
Section 6. Bond Registrar. The City covenants that it
shall at all times retain a bond registrar with respect to the
bonds, that it will maintain at the designated office of such bond
registrar a place where bonds may be presented for payment and
registration of transfer or exchange and that it shall require
that the bond registrar maintain proper registration books and
perform the other duties and obligations imposed upon it by this
ordinance in a manner consistent with the standards, customs and
practices of the municipal securities business.
The bond registrar shall signify its acceptance of the
duties and obligations imposed upon it by this ordinance by exe-
cuting the certificate of authentication on any bond, and by such
execution the bond registrar shall be deemed to have certified to
the City that it has all requisite power to accept, and has
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accepted such duties and obligations not only with respect to the
bond so authenticated but with respect to all the bonds. The bond
registrar is the agent of the City and shall not be liable in
connection with the performance of its duties except for its own
negligence or default. The bond registrar shall, however, be
responsible for any representation in its certificate of authenti-
cation on the bonds.
The City may remove the bond registrar at any time. In
case at any time the bond registrar shall resign or shall be
removed or shall become incapable of acting, or shall be adjudged
a bankrupt or insolvent, or if a receiver, liquidator or conserva-
tor of the bond registrar, or of its property, shall be appointed,
or if any public officer shall take charge or control of the bond
registrar or of its property or affairs, the City covenants and
agrees that it will thereupon appoint a successor bond registrar.
The City shall mail notice of any such appointment made by it to
each registered owner of bonds within twenty days after such
appointment. Any bond registrar appointed under the provisions of
this Section shall be a bank, trust company or national banking
association maintaining its principal corporate trust office in
the State of Illinois, the City of St. Louis, Missouri or the
Borough of Manhattan, City and State of New York.
Section 7. Limited Obligations. The bonds shall be
limited obligations of the City payable solely from the Net
Revenues derived from the operation of the System and the proceeds
derived by the City from the collection of special assessments
levied against property specially benefited by the Project. The
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bonds shall not constitute an indebtedness of the City within the
meaning of any constitutional or statutory limitation.
Section 8. Pledge of Revenues. The bonds are Parity
Bonds and shall be issued only upon satisfaction of the conditions
precedent to the issue of a series of Parity Bonds specified in
Section 15 of the 1986 Ordinance. The bonds are secured by a
pledge of the Revenues of the System, subject to the application
thereof in accordance with the provisions of Section 13 of the
1986 Ordinance.
Section 9. Pledge of Special Assessments. As addit-
ional security for the payment of the bonds, the City shall cause
to be levied and collected in the manner provided by law, special
assessments against property specifically benefited by the
Project. The proceeds derived by the City from the imposition and
collection of the special assessments (whether principal or inter-
est and including all prepayments of future installments) shall be
deposited immediately in the 1988 Project Assessment Fund (the
"Assessment Fund"), which is hereby established as a special fund
of the City. Such special assessments are hereby pledged for the
payment of the principal of and interest on the bonds. Moneys
held in the Assessment Fund are also so pledged, subject to their
application in accordance with the provisions of this Section. If
at any time, the amount available in the Waterworks and Sewerage
Fund shall not be sufficient to provide for the payment of any
principal of or interest on the bonds then due and payable, then
the City Treasurer shall withdraw from the Assessment Fund and
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deposit into the Bond and Interest Account in the Waterworks and
Sewerage Fund, an amount sufficient to cure such deficiency.
Moneys in the Assessment Fund may also be used for the
following purposes:
1. to make required monthly deposits to the Bond and
Interest Account with respect to the payment of the principal
of or interest on the bonds;
2. to cure any deficiency in the Bond Reserve Account;
3. to make deposits to the 1988 Bond Proceeds Fund
herein established to the extent that the moneys therein are
not sufficient to pay costs of the Project;
4. to pay the redemption price of bonds called for
redemption;
5. to purchase bonds at such prices as shall be deter-
mined by the City; and
6. to make provision for the payment of bonds.
Section 10. Form of Bonds. The bonds shall be issued
as fully registered bonds and shall be in substantially the
following form, the blanks to be appropriately completed when the
bonds are printed:
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United States of America
State of Illinois
County of McHenry
CITY OF McHENRY
WATERWORKS AND SEWERAGE REVENUE BOND,
SERIES 1988
INTEREST RATE MATURITY DATE DATED DATE
September 1, 1988
The CITY OF McHENRY, a municipal corporation of the
State of Illinois situate in the County of McHenry, acknowledges
itself indebted and for value received hereby promises to pay to
the registered owner hereof, or regis-
tered assigns, solely from the sources hereinafter referred to,
the principal sum of
Dollars on the matur-
ity date specified above, and to pay interest on such principal
sum from the date hereof at the interest rate per annum specified
above, computed on the basis of a 360 day year consisting of
twelve 30 day months and payable in lawful money of the United
States of America on May 1, 1989 and semiannually thereafter on
May 1 and November 1 in each year until the principal sum shall
have been paid, by check or draft mailed to the registered owner
of record hereof as of the 15th day of the calendar month next
preceding such interest payment date, at the address of such owner
appearing on the registration books maintained by the City for
such purpose at the principal corporate trust office of LaSalle
National Bank, in the City of Chicago, Illinois, as bond registrar
or its successor (the "Bond Registrar"). This bond, as to
principal when due, will be payable in lawful money of the United
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States of America upon presentation and surrender of this bond at
the principal corporate trust office of the Bond Registrar.
This bond is one of a series of bonds (the "Series 1988
Bonds") issued in the aggregate principal amount of $2,700,000,
which are all of like tenor except as to date, maturity, option of
redemption and rate of interest and which are authorized and
issued pursuant to the Municipal Bond Reform Act, constituting
Division 4.1 of Article 8 of the Illinois Municipal Code, and
Division 139 of Article 11 of the Illinois Municipal Code (collec-
tively, the "Act") and by virtue of an ordinance adopted by the
City Council of the City on June 1, 1988 and entitled: "Ordinance
Authorizing the Issuance of $2,700,000 Waterworks and Sewerage
Revenue Bonds of the City of McHenry, Illinois", as supplemented
by an ordinance adopted by said City Council on August 29, 1988
and entitled: "Ordinance Determining the Details of $2,700,000
Waterworks and Sewerage Revenue Bonds, Series 1988, of the City of
McHenry, Illinois" (the 111988 Ordinance").
The Series 1988 Bonds are limited obligations of the
City payable solely from the revenues derived from the operation
of the waterworks and sewerage system of the City (the "System")
and the proceeds derived by the City from the collection of
special assessments levied against property specially benefited by
the project financed with the proceeds of sale of the Series 1988
Bonds. This bond does not constitute an indebtedness of the City
within the meaning of any constitutional or statutory provision or
limitation. Neither the full faith and credit nor the general
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taxing power of the City is pledged or available to pay the
principal of or interest on the Series 1988 Bonds.
The Series 1988 Bonds are equally and ratably secured by
a pledge of the revenues of the System on a parity with the
Waterworks and Sewerage Revenue Bonds, Series 1986A, of the City
(the 111986 Bonds") issued pursuant to the provisions of Ordinance
No. 0-86-390, adopted by the City Council of the City on July 30,
1986, as amended (the 111986 Ordinance"). Pursuant to the 1986
Ordinance, the City may hereafter issue additional bonds (herein-
after called "Additional Bonds") payable from the revenues of the
System, which may be secured by a pledge of such revenues on a
parity with the outstanding 1986 Bonds and Series 1988 Bonds. The
1986 Bonds, the Series 1988 Bonds and any Additional Bonds are
herein collectively called the "Bonds."
Reference to the Act, the 1986 Ordinance and the 1988
Ordinance is made for a description of the nature and extent of
the security for the Series 1988 Bonds, the revenues and moneys
pledged, the nature and extent and manner of enforcement of the
pledge and the rights and remedies of the registered owners of the
Series 1988 Bonds with respect thereto. The rights and obliga-
tions of the City and the registered owners of the Bonds under the
1986 Ordinance may from time to time be modified or amended by a
supplemental ordinance adopted by the City Council of the City
with the written consent of the owners of two-thirds of the
principal amount of all outstanding Bonds, subject to the terms,
conditions and limitations set forth in the 1986 Ordinance.
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The Series 1988 Bonds maturing on or after May 1, 1999
are subject to redemption prior to maturity at the option of the
City and upon notice as herein provided, in inverse order of
maturity and by lot within a single maturity, on May 1, 1998 and
on any interest payment date thereafter, at a redemption price
equal to the principal amount thereof to be redeemed. Notice of
the redemption of Series 1988 Bonds will be mailed not less than
30 days nor more than 60 days prior to the date fixed for such re-
demption to the registered owners of Series 1988 Bonds to be
redeemed at their last addresses appearing on such registration
books. The Series 1988 Bonds or portions thereof specified in
said notice shall become due and payable at the applicable redemp-
tion price on the redemption date therein designated, and if, on
the redemption date, moneys for payment of the redemption price of
all the Series 1988 Bonds or portions thereof to be redeemed,
together with interest to the redemption date, shall be available
for such payment on said date, and if notice of redemption shall
have been mailed as aforesaid (and notwithstanding any defect
therein or the lack of actual receipt thereof by any registered
owner) then from and after the redemption date interest on such
Series 1988 Bonds or portions thereof shall cease to accrue and
become payable.
This bond is transferable only upon such registration
books by the registered owner hereof in person, or by his attorney
duly authorized in writing, upon surrender hereof at the principal
corporate trust office of the Bond Registrar together with a
written instrument of transfer satisfactory to the Bond Registrar
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duly executed by the registered owner or by his duly authorized
attorney, and thereupon a new registered Series 1988 Bond or
Bonds, in the authorized denominations of $5,000 or any integral
multiple thereof and of the same aggregate principal amount,
maturity and interest rate as this bond shall be issued to the
transferee in exchange therefor. In like manner, this bond may be
exchanged for an equal aggregate principal amount of Series 1988
Bonds of the same maturity and interest rate and of any of such
authorized denominations. The City or the Bond Registrar may make
a charge sufficient to reimburse it for any tax, fee or other
governmental charge required to be paid with respect to the trans-
fer or exchange of this bond. No other charge shall be made for
the privilege of making such transfer or exchange. The City and
the Bond Registrar may treat and consider the person in whose name
this bond is registered as the absolute owner hereof for the pur-
pose of receiving payment of, or on account of, the principal and
interest due hereon and for all other purposes whatsoever.
This bond shall not be valid or become obligatory for
any purpose until the certificate of authentication hereon shall
have been duly executed by the Bond Registrar.
It is hereby certified, recited and declared that all
acts, conditions and things required to be done, exist and be
performed precedent to and in the issuance of this bond in order
to make it a legal, valid and binding obligation of the City have
been done, exist and have been performed in regular and due time,
form and manner as required by law, and that the series of bonds
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of which this bond is one, together with all other indebtedness of
the City is within every debt or other limit prescribed by law.
IN WITNESS WHEREOF, the City of McHenry has caused this
bond to be executed in its name and on its behalf by the manual or
facsimile signature of its Mayor, and its corporate seal, or a
facsimile thereof, to be hereunto affixed or otherwise reproduced
hereon and attested by the manual or facsimile signature of its
City Clerk.
Dated:
CERTIFICATE OF AUTHENTICATION
This bond is one of the
Waterworks and Sewerage Revenue
Bonds, Series 1988, described
in the within mentioned 1988
Ordinance.
LASALLE NATIONAL BANK,
as Bond Registrar
By
Authorized Officer
CITY OF McHENRY
Mayor
Attest:
City Clerk
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ASSIGNMENT
For value received the undersigned sells, assigns and
transfers unto
the within bond and hereby irrevocably constitutes and appoints
attorney to transfer the
said bond on the books kept for registration thereof, with full
power of substitution in the premises.
Dated
Signature Guarantee:
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Section 11. Bond Proceeds. All of the proceeds of sale
of the bonds (exclusive of accrued interest) shall be deposited in
the 111988 Bond Proceeds Fund" which is hereby established as a
special fund of the City. All accrued interest received upon the
issuance of the bonds shall be deposited in the Bond and Interest
Account. Moneys in the 1988 Bond Proceeds Fund shall be used to
pay costs of the Project and for the payment of costs of issuance
of the bonds. Each withdrawal of moneys from the 1988 Bond
Proceeds Fund to pay costs of the Project shall be made by the
City Treasurer only upon filing with the City Clerk of the follow-
ing certifications:
(i) if such withdrawal of funds by the City Treasurer
is for payment to a supplier, materialman, or contractor for
work done in connection with the Project, a certificate exe-
cuted by the engineer in charge of the construction of the
Project stating the amount of materials supplied or the
nature of the work completed, that such materials have been
properly accepted or such work approved by him, the amount
due and payable thereon, and the amount remaining to be paid
in connection with the Project; and
(ii) a duplicate copy of the order signed by the Mayor
and City Clerk, or such other officer(s) as may from time to
time be by law authorized to sign and countersign orders of
the City Treasurer, stating specifically the purpose for
which the order is issued and indicating that the payment for
which the order is issued has been approved by the City
Council.
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Within 60 days after full depletion of the 1988 Bond
Proceeds Fund or payment of all costs of the Project, as herein
referred to, and as heretofore approved by the City Council, the
City Treasurer shall certify to the City Council the fact of such
depletion or the engineer in responsible charge of the Project
shall certify to the City Council the fact that the work has been
completed according to approved plans and specifications, as
applicable, and upon approval of such certification by the City
Council, funds (if any) remaining in the 1988 Bond Proceeds Fund
shall be credited to the Bond Reserve Account, or, if such account
is fully funded, to the Depreciation Account; and the 1988 Bond
Proceeds Fund shall be closed.
Section 12. Rebate Fund. The City hereby establishes a
special fund, designated as the 111988 Rebate Fund." In the event
that the City shall invest moneys in the 1988 Bond Proceeds Fund,
the Assessment Fund, or the Waterworks and Sewerage Fund in any
investments which generate income that must be rebated or paid to
the United States of America pursuant to Section 148(f) of the
Internal Revenue Code of 1986, such income shall be deposited
annually, within 10 days after the anniversary date of the date of
issuance and delivery of the bonds, in the 1988 Rebate Fund.
Moneys in the 1988 Rebate Fund shall be applied to pay such sums
as are required to be paid to the United States of America pur-
suant to Section 148(f) of the Internal Revenue Code of 1986 and
are hereby appropriated and set aside for such purpose. Moneys in
the 1988 Rebate Fund may be reappropriated and used for other
purposes. No such reappropriation and use shall relieve the City
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of its obligation to make payments to the United States of America
as required by Section 148(f) of the Internal Revenue Code of
1986.
Section 13. Investment Regulations. No investment
shall be made of any moneys in the Waterworks and Sewerage Fund,
the Assessment Fund, the 1988 Bond Proceeds Fund or the 1988
Rebate Fund except in accordance with the tax covenants set forth
in Section 14 of this ordinance.
Funds on deposit in the 1988 Bond Proceeds Fund and the
Assessment Fund may be invested at the direction of the City
Treasurer in the same manner as provided in Section 13(f) of the
1986 Ordinance for money in the Depreciation Account.
Any moneys in any Fund that are subject to investment
yield restrictions may be invested in United States Treasury
Securities, State and Local Government Series, pursuant to the
regulations of the United States Treasury Department, Bureau of
Public Debt. The City Treasurer and agents designated by him are
hereby authorized to submit, on behalf of the City, subscriptions
for such United States Treasury Securities and to request redemp-
tion of such United States Treasury Securities.
Section 14. Tax Covenants. The City shall not take, or
omit to take, any action lawful and within its power to take,
which action or omission would cause interest on any bond to
become subject to federal income taxes in addition to federal
income taxes to which interest on such bond is subject on the date
of original issuance thereof.
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The City shall not permit any of the proceeds of the
bonds, or any facilities financed with such proceeds, to be used
in any manner that would cause any bond to constitute a "private
activity bond" within the meaning of Section 141 of the Internal
Revenue Code of 1986.
The City shall not permit any of the proceeds of the
bonds or other moneys to be invested in any manner that would
cause any bond to constitute an "arbitrage bond" within the mean-
ing of Section 148 of the Internal Revenue Code of 1986.
The City shall comply with the provisions of Section
148(f) of the Internal Revenue Code of 1986 relating to the rebate
of certain investment earnings at periodic intervals to the United
States of America; provided, however, that compliance with such
provisions shall not be required to the extent that there shall
have been filed with the City Clerk an opinion of nationally
recognized bond counsel to the effect that such compliance is not
necessary to preserve the exemption from federal income taxes of
interest on the bonds.
Section 15. Bank Qualified Bonds. Pursuant to Section
265(b)(3)(B)(ii) of the Internal Revenue Code of 1986, the City
hereby designates the bonds as "qualified tax-exempt obligations"
as defined in Section 265(b)(3) of the Internal Revenue Code of
1986. The City represents that the reasonably anticipated amount
of tax-exempt obligations that will be issued by the City and all
subordinate entities of the City during 1988 does not exceed
$10,000,000. The City covenants that it will not designate and
issue more than $10,000,000 aggregate principal amount of tax-
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exempt obligations in 1988. For purposes of the two preceding
sentences, the term "tax-exempt obligations" includes "qualified
501(c)(3) bonds" (as defined in the Section 145 of the Internal
Revenue Code of 1986) but does not include other "private activity
bonds" (as defined in Section 141 of the Internal Revenue Code of
1986).
Section 16. Deposit Requirements. After the issuance
of the bonds, the monthly deposit to the Depreciation Account
shall be increased to $3,000 and the maximum credit balance in the
Depreciation Account shall be increased to $300,000.
After the issuance of the bonds, the monthly deposit to
the Bond Reserve Account shall be increased to $7,500 and, in the
event of a withdrawal from the Bond Reserve Account, the amount to
be replenished shall be at the rate of 1/12 of the amount with-
drawn per month, or $7,500 per month, whichever is greater.
Section 17. Ordinance to Constitute a Contract. The
provisions of this ordinance and the 1986 Ordinance shall consti-
tute a contract between the City and the registered owners of the
bonds. Any pledge made in this ordinance or the 1986 Ordinance
and the provisions, covenants and agreements herein and in the
1986 Ordinance set forth to be performed by or on behalf of the
City shall be for the equal benefit, protection and security of
the owners of any and all of the bonds. All of the bonds, regard-
less of the time or times of their issuance, shall be of equal
rank without preference, priority or distinction of any of the
bonds over any other thereof except as expressly provided in or
pursuant to this ordinance. This ordinance shall constitute full
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authority for the issuance of the bonds and to the extent that the
provisions of this ordinance conflict with the provisions of any
other ordinance or resolution of the City, the provisions of this
ordinance shall control. If any section, paragraph or provision
of this ordinance shall be held to be invalid or unenforceable for
any reason, the invalidity or unenforceability of such section,
paragraph or provision shall not affect any of the remaining
provisions of this ordinance.
Section 18. Publication. The City Clerk is hereby
authorized and directed to publish this ordinance in pamphlet form
and to file copies thereof for public inspection in her office.
Section 19. Effective Date. This ordinance shall
become effective in the manner provided by law.
Adopted this 29th day of August, 1988 by roll call vote
as follows:
Ayes: William Bolger, Gary Lieder, Elizabeth Nolan, Randy Patterson
Cecilia Serritella, Raymond Smith, Michael Teta
Nays: None
Absent: Frank McClatchey
( SEAL)
Attest:
Ci y Clerk
Approved:
Mayor
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