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HomeMy WebLinkAboutOrdinances - ORD-00-984 - 10/18/2000 - AUTHORIZE AND ISSUE $1.4M GO REFUNDING SERIES 1990ORDINANCE No. 00-984
AN ORDINANCE authorizing and providing for the issue of
$1,400,000 General Obligation Refunding Bonds (Sales Tax
Alternate Revenue Source), Series 2000B, of the City of McHenry,
McHenry County, Illinois, for the purpose of refunding the
outstanding General Obligation Bonds (Alternate Revenue
Source), Series 1990 (Municipal Building Project), of said City,
prescribing the details of said bonds and providing for the
imposition of taxes to pay the same, and for the collection,
segregation and application of certain sales tax receipts to pay said
bonds.
WHEREAS the City of McHenry, McHenry County, Illinois (the "City"), is a duly
organized and existing municipality and unit of local government created under the provisions of
the laws of the State of Illinois, and is now operating under the provisions of the Illinois
Municipal Code, as supplemented and amended; and
WHEREAS the City by its City Council (the "Corporate Authorities") has heretofore
issued its $3,000,000 original aggregate principal amount General Obligation Bonds (Alternate
Revenue Source), Series 1990 (Municipal Building Project), which such bonds maturing on and
after December 1, 2001 are subject to redemption prior to maturity at the option of the City, in
whole or in part, on any date on or after December 1, 2000, at the redemption price of par plus
accrued interest to the date fixed for redemption (hereinafter the "Series 1990 Bonds" or
"Refunded Bonds"); and
WHEREAS pursuant to the provisions of the Local Government Debt Reform Act of the
State of Illinois, as amended (the "LGDR Act") by which Alternate Bonds are issued (Section 15
of said Act), bonds may be issued to refund alternate bonds previously issued without meeting
any of the conditions set forth in the LGDR Act and section, except that the term of the
refunding bonds shall not be longer than the term of the refunded bonds and that the debt service
payable in any year on the refunding bonds shall not exceed the debt service payable in such year
on the refunded bonds; and
WHEREAS the Corporate Authorities have considered and determined that since interest
rates are favorable for the City at this time, it is possible, proper and advisable to refund the
Series 1990 Bonds at this time in order to achieve debt service savings; and
WHEREAS the conditions of the LGDR Act set forth above will be met after the
(hereinafter defined) Refunding is accomplished; and
WHEREAS pursuant to the alternate bond refunding provisions set forth in Section 15 of
the LGDR Act, the City is authorized to issue Alternate Bonds under the Act to refund the
Refunded Bonds (hereinafter sometimes referred to as the "Refunding"), and it is deemed
necessary and desirable to provide for the issuance of $1,400,000 principal amount general
obligation Alternate Bonds for such purpose and to achieve a net debt service savings in each
and every year (as compared to the applicable tax levies for the Series 1990 Bonds); and
WHEREAS the proposed bonds (Series 2000B Bonds) to be issued will be payable from
the Pledged Revenues and the Pledged Taxes, as hereinafter defined; and
WHEREAS the Pledged Revenues also secure the currently outstanding General
Obligation Bonds (Sales Tax Alternate Revenue Source), Series 1997A (the "Prior Alternate
Bonds"), and besides the Series 1990 Bonds (which are being refunded by the Bonds) and the
Prior Alternate Bonds, the Series 2000B Bonds is the only series of alternate bonds payable from
the Pledged Revenues; and
WHEREAS the Property Tax Extension Limitation Law of the State of Illinois, as
amended (the "Tax Limitation Law"), imposes certain lim�itations on the "aggregate extension"
of certain property taxes levied by the City, but provides that the definition of "aggregate
extension" contained in Section 18-185 of the Tax Lim�itation Law does not include "extensions
... payments of principal and interest on bonds issued under Section 15 of the Local Government
Debt Reform Act;" and
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WHEREAS the County Clerk of McHenry County, Illinois, is therefore authorized to
extend and collect said direct annual ad valorem tax so levied for the payment of the 2000B
Alternate Bonds for the Refunding without limitation as to rate or amount;
Now THEREFORE Be It Ordained by the City Council of the City of McHenry, McHenry
County, Illinois, as follows:
Section 1. Definitions. The following words and terms used in this ordinance shall
have the following meanings unless the context or use clearly indicates another or different
meaning is intended:
"Act" or "LGDR Act" means the Local Government Debt Reform Act of the Slate of
Illinois, as amended.
"Additional Bonds" means any alternate bonds issued in the future in accordance with
the provisions of the Act on a parity with and sharing ratably and equally in the Pledged
Revenues with the Series 2000B Bonds and the Prior Alternate Bonds.
"Bond" or "Bonds" means one or more, as applicable, of the $1,400,000 General
Obligation Refunding Bonds (Sales Tax Alternate Revenue Source), Series 2000B, authorized to
be issued by this Ordinance.
"Bond Fund" means the Series 2000B Alternate Bond Fund established hereunder and
further described by Section I I of this Ordinance.
"Bond Register" means the books of the City kept by the Bond Registrar to evidence the
registration and transfer of the Bonds.
"Bond Registrar" means American National Bank and Trust Company of Chicago,
located in the City of Chicago, Illinois, or successor thereto or designated hereunder, in its
respective capacities as bond registrar and paying agent.
"City" means the City of McHenry, McHenry County, Illinois.
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"Corporate Authorities" means the City Council of the City.
"County Clerk" means the County Clerk of The County of McHenry, Illinois.
"Code" means the Internal Revenue Code of 1986.
"Depository" means the Depository Trust Company, a New York limited trust company,
its successors, or a successor depository qualified to clear securities under applicable state and
federal laws.
"Fiscal Year" means that twelve -calendar month period beginning on the first day of
January of any calendar year and ending on the last day of December of such calendar year.
"Ordinance" means this ordinance as originally adopted and as the same may from time
to time be amended or supplemented in accordance with terms hereof.
"Outstanding" when used with reference to the Bonds, the Prior Alternate Bonds and
Additional Bonds means such of those bonds which are outstanding and unpaid; provided,
however, such term shall not include any of the Bonds, the Prior Alternate Bonds or Additional
Bonds (a) which have matured and for which moneys are on deposit with proper paying agents
or are otherwise sufficiently available to pay all principal thereof and interest thereon or (b) the
provision for payment of which has been made by the City by the deposit in an irrevocable trust
or escrow of funds or direct, full faith and credit obligations of the United States of America, the
principal of and interest on which will be sufficient to pay at maturity or as called for redemption
all the principal of and interest on such Bonds, Prior Alternate Bonds or Additional Bonds.
"Pledged Moneys" means the Pledged Revenues and the Pledged Taxes, as all of such
terms are defined herein.
"Pledged Revenues " means all collections distributed to the City from those taxes
imposed by the State of Illinois pursuant to the Use Tax Act, the Service Use Tax Act, the
Service Occupation Tax Act and the Retailer's Occupation Tax Act, each as supplemented and
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amended from time to time, or substitute taxes therefor as provided by the State of Illinois in the
future.
"Pledged Taxes" means the ad valorem taxes levied against all of the taxable property in
the City without hn-titation as to rate or amount, pledged hereunder by the City as security for the
Bonds.
"Refunded Bonds" means the previously issued and outstanding bonds of the City
described and defined as such in the preambles to this Ordinance.
"Refunding " means the refunding of the Refunded Bonds as described and defined in the
preambles to this Ordinance.
"Series 2000B Bonds" means the Bonds, and such term may be used interchangeably
with the term -BOnds. "
"Tax-exempt" means, with respect to the Bonds, the status of interest paid and received
thereon as not includible in the gross income of the owners thereof under the Code for federal
income tax purposes except to the extent that such interest will be taken into account in
computing an adjustment used in determining the alternative minimum tax for certain
corporations and in computing the "branch profits tax" imposed on certain foreign corporations.
Section 2. Incorporation of Preambles. The Corporate Authorities hereby find that
the recitals contained in the preambles to this Ordinance are true and correct and do hereby
incorporate them into this Ordinance by this reference.
Section 3. Determination To Issue Bonds. It is necessary and in the best interests
of the City to provide for the Refunding, to pay all related costs and expenses incidental thereto,
and to borrow money and issue the Bonds for such purpose. It is hereby found and determined
that such borrowing of money is authorized pursuant to the Act.
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Section 4. Bond Details. For the purpose of providing for the payment of the: costs
of the Refunding and to pay all related costs and expenses incidental thereto, there shall be
issued and sold the Bonds in the principal amount of $1,400,000. The Bonds shall each be
designated "General Obligation Refunding Bond (Sales Tax Alternate Revenue Source),
Series 2000B "; be dated November 1, 2000 (the "Dated Date "); and shall also bear the date of
authentication thereof. The Bonds shall be in fully registered book -entry form (hereinafter
"Book Entry Form"), shall be in denominations of $5,000 or integral multiples thereof (but no
single Bond shall represent principal maturing on more than one date), shall be numbered
consecutively in such fashion as shall be determined by the Bond Registrar, and shall become
due and payable (not subject to the right of prior redemption) on December I of the years and in
the amounts and bearing interest at the rates percent per annum. as follows:
YEAR
AMOUNT
RATE
2001
$250,000
4.60%
2002
250,000
4.60%
2003
300,000
4.60%
2004
300,000
4.60%
2005
300,000
4.60%
Each Bond shall bear interest from the later of its Dated Date or from the most recent
interest payment date to which interest has been paid or duly provided for, until the principal
amount of such Bond is paid or duly provided for, such interest (computed upon the basis of a
360-day year of twelve 30-day months) being payable semiannually on June 1 and December I
of each year, commencing on June 1, 2001. So long as the Bonds are held in Book Entry Form,
interest on each Bond shall be paid to the Depository by check or draft or electronic funds
transfer as may be agreed by the Bond Registrar and the Depository; in the event the Bonds
should ever become available in physical form to registered owners other than the Depository,
interest on each Bond shall be paid by check or draft of the Bond Registrar, payable upon
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presentation thereof in lawful money of the United States of America, to the person in whose
name such Bond is registered at the close of business on the applicable record date. The
applicable record date (the "Record Date') is the 15th day of the month next preceding any
regular interest payment date on the first day of any month. Such check or draft shall be mailed
by the Bond Registrar to the Registered Owner at the address of such owner as it appears in such
registration books or at such other address as is furnished in writing by such owner to the Bond
Registrar. The principal of the Bonds shall be payable in lawful money of the United States of
America upon presentation thereof at the office of the Bond Registrar in the City of Chicago,
Illinois, or at successor Bond Registrar and address.
Section 5. Book -Entry Provisions. The Bonds shall be initially issued in the forin
of a separate single fully registered Bond for each of the maturities of the Bonds. Upon initial
issuance, the ownership of each such Bond shall be registered in the Bond Register in the name
of "Cede & Co.", or any successor thereto, as nominee of the Depository. All of the outstanding
Bonds from time to time shall be registered in the Bond Register in the name of Cede & 'Co., as
nominee of the Depository. The Mayor or Treasurer of the City are authorized to execute and
deliver on behalf of the City such letters to or agreements with the Depository as shall be
necessary to effectuate such book -entry system (any such letter or agreement being referred to
herein as the "Representation Letter"). Without limiting the generality of the authority given
with respect to entering into such Representation Letter, it may contain provisions relating to
(a) payment procedures, (b) transfers of the Bonds or of beneficial interests therein,
(c) redemption notices and procedures unique to the Depository, (d) additional notices or
communications, and (e) amendment from time to time to conform, with changing custorns and
practices with respect to securities industry transfer and payment practices.
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With respect to Bonds registered in the Bond Register in the name of Cede & Co., as
nominee of the Depository, the City and the Bond Registrar shall have no responsibility or
obligation to any broker -dealer, bank or other financial institution for which the Depository holds
Bonds from time to time as securities depository (each such broker -dealer, bank or other
financial institution being referred to herein as a "Depository Participant") or to any person on
behalf of whom such a Depository Participant holds an interest in the Bonds. Without limiting
the meaning of the immediately preceding sentence, the City and the Bond Registrar shall have
no responsibility or obligation with respect to (a) the accuracy of the records of the Depository,
Cede & Co., or any Depository Participant with respect to any ownership interest in the Bonds,
(b) the delivery to any Depository Participant or any other person, other than a registered owner
of a Bond as shown in the Bond Register, of any notice with respect to the Bonds, including any
notice of redemption, or (c) the payment to any Depository Participant or any other person, other
than a registered owner of a Bond as shown in the Bond Register, of any amount with respect to
principal of or interest on the Bonds. No person other than a registered owner of a Bond as
shown in the Bond Register shall receive a Bond certificate with respect to any Bond. Upon
delivery by the Depository to the Bond Registrar of written notice to the effect that the
Depository has determined to substitute a new nominee in place of Cede & Co., and subJect to
the provisions hereof with respect to the payment of interest to the registered owners of Bonds at
the close of business on the applicable record date, the name "Cede & Co. " in this Ordinance
shall refer to such new nominee of the Depository.
In the event that (a) the City determines that the Depository is incapable of discharging
its responsibilities, (b) the agreement among the City, the Bond Registrar and the Depository
evidenced by the Representation Letter shall be terminated or invalidated for any reason or
(c) the City determines that it is in the best interests of the City or of the beneficial owners of the
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Bonds that they be able to obtain certificated Bonds, the City shall notify the Depository and the
Depository Participants of the availability of Bond certificates, and the Bonds shall no longer be
restricted to being registered in the Bond Register in the name of Cede & Co., as nominee of the
Depository. Alternatively, the City may determine that the Bonds shall be registered in the name
of and deposited with a successor depository operating a book -entry system, as may be
acceptable to the City, or such depository's agent or designee, but if the City does not select such
alternate book -entry system, then the Bonds shall be registered in whatever name or names
registered owners of Bonds transferring or exchanging Bonds shall designate, in accordance with
the provisions hereof. Notwithstanding any other provision of this Ordinance to the contrary, so
long as any Bond is registered in the name of Cede & Co., as nominee of the Depository, all
payments with respect to principal of and interest on such Bond and all notices with respect to
such Bond shall be made and given, respectively, in the manner provided in the Representation
Letter.
Section 6. Execution; Authentication. The Bonds shall be executed on behalf of the
City by the manual or duly authorized facsimile signature of its Mayor and attested by the
manual or duly authorized facsimile signature of its City Clerk, as they may determine, and shall
have impressed or imprinted thereon the corporate seal or facsimile thereof of the City. In case
any such officer whose signature shall appear on any Bond shall cease to be such officer before
the delivery of such Bond, such signature shall nevertheless be valid and sufficient for all
purposes, the same as if such officer had remained in office until delivery. All Bonds shall have
thereon a certificate of authentication, substantially in the form hereinafter set forth, duly
executed by the Bond Registrar as authenticating agent of the City and showing the date of
authentication. No Bond shall be valid or obligatory for any purpose or be entitled lo any
security or benefit under this Ordinance unless and until such certificate of authentication shall
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have been duly executed by the Bond Registrar by manual signature, and such certificate of
authentication upon any such Bond shall be conclusive evidence that such Bond has, been
authenticated and delivered under this Ordinance. The certificate of authentication on any, Bond
shall be deemed to have been executed by it if signed by an authorized officer of the Bond
Registrar, but it shall not be necessary that the same officer sign the certificate of authentication
on all of the Bonds issued hereunder.
Section 7. Registration and Exchange or Transfer of Bonds; Persons Treated as
Owners. The City shall cause books (the "Bond Register") for the registration and for the
transfer of the Bonds as provided in this Ordinance to be kept at the principal corporate trust
office of the Bond Registrar in the City of Chicago, Illinois, or successor registrar and location.
The City is authorized to prepare, and the Bond Registrar or such other agent as the City may
designate shall keep custody of, multiple Bond blanks executed by the City for use in the transfer
and exchange of Bonds.
Subject to the provisions of this Ordinance relating to the Bonds in Book Entry Form, any
Bond may be transferred or exchanged, but only in the manner, subject to the limitations, and
upon payment of the charges as set forth in this Ordinance. Upon surrender for transfer or
exchange of any Bond at the principal corporate trust office of the Bond Registrar, duly endorsed
by or accompanied by a written instrument or instruments of transfer or exchange in form
satisfactory to the Bond Registrar and duly executed by the registered owner or an attorney for
such owner duly authorized in writing, the City shall execute and the Bond Registrar shall
authenticate, date and deliver in the name of the transferee or transferees or, in the case of an
exchange, the registered owner, a new fully registered Bond or Bonds of like tenor, of the same
maturity, bearing the same interest rate, of authorized denominations, for a like aggregate
principal amount.
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The Bond Registrar shall not be required to transfer or exchange any Bond during the
period from the close of business on the Record Date for an interest payment to the opening of
business on such interest payment date.
The execution by the City of any fully registered Bond shall constitute full and due
authorization of such Bond, and the Bond Registrar shall thereby be authorized to authenticate,
date and deliver such Bond; provided, however, the principal amount of Bonds of each maturity
authenticated by the Bond Registrar shall not at any one time exceed the authorized principal
amount of Bonds for such maturity less the amount of such Bonds which have been paid.
The person in whose name any Bond shall be registered shall be deemed and regarded as
the absolute owner thereof for all purposes, and payment of the principal of or interest on any
Bond shall be made only to or upon the order of the registered owner thereof or his legal
representative. All such payments shall be valid and effectual to satisfy and discharge the
liability upon such Bond to the extent of the sum or sums so paid.
No service charge shall be made for any transfer or exchange of Bonds, but the City or
the Bond Registrar may require payment of a sum sufficient to cover any tax or other
governmental charge that may be imposed in connection with any transfer or exchange of Bonds.
Section 8. For7n of Bonds. The Bonds shall be in substantially the form hereinafter
set forth; provided, however, that if the text of the Bonds is to be printed in its entirety on the
front side of the Bonds, then the second paragraph on the front side and the legend "See Reverse
Side for Additional Provisions" shall be omitted and the text of paragraphs set forth for the
reverse side shall be inserted immediately after the first paragraph.
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REGISTERED
No.
[Form of Bond - Front Side]
UNITED STATES OF AMERICA
STATE OF ILLINOIS
COUNTY OF McHENRY
CITY OF MMENRY
GENERAL OBLIGATION REFUNDING BOND
(SALEs TAx ALTERNATE REVENUE SOURCE)
See Reverse Side for
Additional Provisions
Interest Maturity
Rate: % Date: December 1,
Registered Owner: CEDE & CO.
Principal Amount:
SERIES 2000B
Dated
Date: November 1, 2000
REGISTERED
CUSIP: 581170
Dollars
KNOW ALL PERSONS By THESE PRESENTS that the City of McHenry, McHenry County,
Illinois, a municipality and political subdivision of the State of Illinois (the "City"), hereby
acknowledges itself to owe and for value received promises to pay to the Registered Owner
identified above, or registered assigns as hereinafter provided, on the Maturity Date identified
above (subject to right of prior redemption as hereinafter stated), the Principal Amount identified
above and to pay interest (computed on the basis of a 360-day year of twelve 30-day months) on
such Principal Amount from the Dated Date of this Bond identified above or from the most
recent interest payment date to which interest has been paid or duly provided for at the Interest
Rate per annum identified above, such interest to be payable on June 1, 2001, and semiannually
thereafter on June I and December I of each year until the Principal Amount is paid or duly
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provided for. The principal of this Bond is payable in lawful money of the United States of
America upon presentation hereof at the principal corporate trust office of American National
Bank and Trust Company of Chicago, in the City of Chicago, Illinois, as paying agent and bond
registrar (the "Bond Registrar"). Payment of interest shall be made to the Registered Owner
hereof as shown on the registration books of the City maintained by the Bond Registrar at the
close of business on the applicable Record Date (the "Record Date"). The Record Date shall be
the 15th day of the month next preceding any regular or other interest payment date occurring on
the Ist day of any month. Interest shall be paid by check or draft of the Bond Registrar, payable
upon presentation in lawful money of the United States of America, mailed to the address of
such Registered Owner as it appears on such registration books or at such other address
furnished in writing by such Registered Owner to the Bond Registrar, or as otherwise agreed by
the City and Cede & Co., as nominee, or successor, for so long as this Bond is held by
Depository Trust Company, New York, New York, the Depository, or nominee, in book -entry
only form as provided for same.
Reference is hereby made to the further provisions of this Bond set forth on the reverse
hereof, and such further provisions shall for all purposes have the same effect as if set forth at
this place.
It is hereby certified and recited that all acts, conditions and things required to be done
precedent to and in the issuance of this Bond have been done and have happened and have been
performed in regular and due form of law; that the indebtedness of the City, including the issue
of Bonds of which this is one, does not exceed any limitation imposed by law; that provision has
been made for the collection of the Pledged Revenues, the levy and collection of the Pledged
Taxes, and the segregation of all Pledged Moneys to pay the interest hereon as it falls due and
also to pay and discharge the principal hereof at maturity; and that the City hereby covenants and
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agrees that it will properly account for said Pledged Moneys and will comply with all the
covenants of and maintain the funds and accounts as provided by the Ordinance.
FOR THE PROMPT PAYMENT OF THIS BOND, BOTH PRINCIPAL AND INTEREST AT
MATURITY, THE FULL FAITH, CREDIT AND RESOURCES OF THE CITY ARE HEREBY IRREVOCABLY
PLEDGED.
This Bond shall not be valid or become obligatory for any purpose until the certificate of
authentication hereon shall have been signed by the Bond Registrar.
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IN WITNESS WHEREOF the City of McHenry, McHenry County, Illinois, by its City
Council, has caused this Bond to be executed with the manual or duly authorized facsimile
signature of its Mayor and attested by the manual or duly authorized facsimile signature of its
City Clerk and its corporate seal or a facsimile thereof to be impressed or reproduced hereon, all
as appearing hereon and as of the Dated Date identified above.
�n
/Q�o
Mayor
City of McHenry
McHenry County, Illinois
ATTEST:
City Clerk
City of McHenry
McHenry County, Illinois
[SEAL]
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Date of Authentication: ,
CERTIFICATE
OF
AUTHENTICATION
This Bond is one of the Bonds
described in the within -mentioned
Ordinance and is one of the General
Obligation Refunding Bonds (Sales Tax
Alternate Revenue Source), Series 2000B of
the City of McHenry, McHenry County,
Illinois.
American National Bank and Trust Company
of Chicago, as Bond Registrar
am
Authorized Officer
Bond Registrar and Paying Agent:
American National Bank and Trust Company
of Chicago, Chicago, Illinois
[Form of Bond - Reverse Side]
This bond and the bonds of the series of which it forms a part ( "Bond" and "Bonds"
respectively) are of an authorized issue of One Million Four Hundred Thousand Dollars
($1,400,000) Series 2000B Bonds of like dated date and tenor except as to maturity, rate of
interest and privilege of redemption and are issued pursuant to the Local Government Debt
Reform Act of the State of Illinois, as amended (the "Act"). The Bonds are issued pursuant to
the Act for the purpose of refunding certain alternate bonds previously issued by the City and
payable from certain sales taxes received by the City (the "Pledged Revenues") of the City as
more fully described in the hereinafter defined Ordinance.
The Bonds are payable from the Pledged Revenues and the Pledged Taxes of the City.
The Bonds are on a parity with and share ratably and equally in the Pledged Revenues with the
General Obligation Bonds (Sales Tax Alternate Revenue Source), Series 1997A.
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The Bonds are issued pursuant to authorizing ordinances passed by the City Council of
the City (the "Corporate Authorities") on various dates, and by a more complete bond ordinance
passed by the Corporate Authorities on the 18th day of October 2000 (the "Ordinance "), to
which reference is hereby expressly made for further definitions and terms and to all the
provisions of which the Registered Owner by the acceptance of this Bond assents. This Bond
does not and will not constitute an indebtedness of the City within the meaning of any
constitutional or statutory provision or limitation, unless the Pledged Taxes shall be extended
pursuant to the general obligation, full faith and credit promise supporting the Bonds, in which
case the amount of the Bonds then Outstanding shall be included in the computation of
indebtedness of the City for purposes of all statutory provisions or limitations until such time as
an audit of the City shall show that the Bonds shall have been paid from the Pledged Revenues
for a complete fiscal year.
This Bond may be transferred or exchanged, but only in the manner, subject to the
limitations, and upon payment of the charges as set forth in the Ordinance. Upon surrender for
transfer or exchange of this Bond at the principal corporate trust office of the Bond Registrar in
the City of Chicago, Illinois, duly endorsed by or accompanied by a written instrument or
instruments of transfer or exchange in form satisfactory to the Bond Registrar and duly executed
by the Registered Owner or an attorney for such owner duly authorized in writing, the City shall
execute and the Bond Registrar shall authenticate, date and deliver in the name of the transferee
or transferees or, in the case of an exchange, the Registered Owner, a new fully registered Bond
or Bonds of like tenor, of the same maturity, bearing the same interest rate, of authorized
denominations, for a like aggregate principal amount.
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The Bond Registrar shall not be required to transfer or exchange any Bond during the
period from the close of business on the Record Date for an interest payment to the opening of
business on such interest payment date.
The City and the Bond Registrar may deem and treat the Registered Owner hereof as the
absolute owner hereof for the purpose of receiving payment of or on account of principal hereof
and interest due hereon and for all other purposes, and neither the City nor the Bond Registrar
shall be affected by any notice to the contrary.
ASSIGNMENT
FOR VALUE RECEIVED the undersigned sells, assigns and transfers unto
(Name and Address of Assignee)
the within Bond and does hereby irrevocably constitute and appoint
as attorney to transfer the said Bond on the books kept for registration thereof with full power of
substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: The signature to this assignment must correspond with the name of the registered
owner as it appears upon the face of the within Bond in every particular, without
alteration or enlargement or any change whatever.
in
Section 9. Sale of Bonds. The Bonds shall be executed as in this Ordinance
provided as soon after the passage hereof as may be, shall be deposited with the City Treasurer,
and shall be by such officer delivered to the purchasers thereof, namely, William R. Hough &
Co., St. Petersburg, Florida (the "Undenvriter"), upon payment of the purchase price agreed
upon, the same being par plus accrued interest to date of delivery. The contract for the sale of
the Bonds to the Underwriter, as evidenced by the Official Bid Form, in form as previously
submitted to and presented to the Corporate Authorities as executed by designated officers of the
City and by the Underwriter (the "Purchase Contract"), is hereby in all respects ratified,
approved and confirmed; it being hereby declared that no person holding any office of the; City,
either by election or appointment, is in any manner financially interested directly, in his own
name or indirectly in the name of any other person, association, trust or corporation, in such
contract for the sale of the Bonds to the Underwriter.
The use by the Underwriter of any Preliminary Official Statement and any final Official
Statement relating to the Bonds and before the Corporate Authorities at the time of the adoption
hereof is hereby ratified, approved and authorized; the execution and delivery of said final
Official Statement is hereby authorized; and the officers of the Corporate Authorities are hereby
authorized to take any action as may be required on the part of the City to consummate the
transactions contemplated by the Purchase Contract, this Ordinance, said Preliminary Official
Statement, said final Official Statement and the Bonds.
Section 10. Treatment of Bonds As Debt. The Bonds shall be payable from the
Pledged Moneys and do not and shall not constitute an indebtedness of the City within the
meaning of any constitutional or statutory limitation, unless the Pledged Taxes shall be extended
pursuant to the general obligation, full faith and credit promise supporting the Bonds, as set forth
in Section 13 hereof, in which case the amount of the Bonds then Outstanding shall be included
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in the computation of indebtedness of the City for purposes of all statutory provisions or
limitations until such time as an audit of the City shall show that the Bonds have been paid from
the Pledged Revenues for a complete Fiscal Year, in accordance with the Act.
Section 11. 2000B Alternate Bond Fund. There is hereby created a special fund of
the City, which fund shall be held separate and apart from all other funds and accounts of the
City and shall be known as the "2000B Alternate Bond Fund" (the "Bond Fund"). The purpose
of the Bond Fund is to provide a fund to receive and disburse the Pledged Revenues for the
Bonds and to receive and disburse Pledged Taxes for any (or all) of the Bonds. There are hereby
created two accounts of Bond Fund, designated the Pledged Revenues Account and the General
Account. All Pledged Revenues as required for the Series 2000B Bonds shall be deposited to the
credit of the Pledged Revenues Account, and all Pledged Taxes shall be deposited to the credit of
the General Account. The Bond Fund and its respective accounts constitute a trust fund
established for the purpose of carrying out the covenants, terms and conditions imposed upon the
City by this Ordinance.
The Pledged Revenues is to be paid to the Treasurer of the City by the officers who
collect or receive the Pledged Revenues. The Treasurer of the City shall deposit the Pledged
Revenues to the Pledged Revenues Account of the Bond Fund (at the times and in the amounts
required by this Ordinance).
Any Pledged Taxes received by the City shall promptly be deposited into the General
Account of the Bond Fund.
Pledged Taxes on deposit to the credit of the General Account of the Bond Fund shall be
fully spent to pay the principal of and interest and premium, if any, on the series of Bonds for
which such taxes were levied and collected prior to use of any moneys on deposit in the Pledged
Revenues Account of the Bond Fund.
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Section 12. Use of Bond Proceeds. The proceeds derived from the sale of the Bonds
shall be used as follows:
A. Accrued interest received by the City upon the sale of the Bonds shall be
remitted by the Treasurer for deposit into the Pledged Revenues Account of the Bond
Fund, and be used to pay first interest coming due on the Bonds.
B. The City shall then allocate from the Bond proceeds the sum necessary for
expenses incurred in the issuance of the Bonds which shall be either paid directly upon
the delivery of the Bonds or held by the Treasurer and disbursed for such issuance
expenses from time to time in accordance with usual City procedures for the
disbursement of funds, which disbursements are hereby expressly authorized. Moneys
not disbursed for such purposes within six months shall be transferred by the City for
deposit into the Pledged Revenues Account of the Bond Fund, as previously described.
C. The sum necessary, together with such money in the debt service funds for
the Refunded Bonds as may be advisable for the purpose, shall be used to provide for the
Refunding, and the payment of such other expenses as may be designated, including the
payment of such expenses as may be designated. To effectuate the Refunding, the
Series 1990 Bonds are hereby called for redemption in accordance and in the manner
provided in the ordinance authorizing the Series 1990 Bonds.
Section 13. Pledged Taxes; Tax Levy. For the purpose of providing funds required
to pay the interest on the Bonds promptly when and as the same falls due, and to pay and
discharge the principal thereof at maturity, and as provided in Section 15 of the LGDR Act, there
is hereby levied upon all of the taxable property within the City, in the years for which any of the
Bonds are outstanding, a direct annual tax sufficient for that purpose; and there is hereby levied
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on all of the taxable property in the City, in addition to all other taxes, the following direct
annual taxes (the Pledged Taxes as hereinabove defined):
FOR THE YEAR
A TAX SUFFICIENT TO PRODUCE THE DOLLAR SUM OF:
2000
$308,650.00
for interest and principal up to and
including June 1, 2002 (net of funds
on hand)
2001
$297,150.00
for interest and principal
2002
$334,500.00
for interest and principal
2003
$320,700.00
for interest and principal
2004
$306,900.00
for interest and principal
Interest or principal coming due at any time when there are insufficient funds on hand
from the Pledged Taxes to pay the same shall be paid promptly when due from current funds on
hand in advance of the collection of the Pledged Taxes herein levied; and when the Pledged
Taxes shall have been collected, reimbursement shall be made to said funds in the amount so
advanced. The City covenants and agrees with the purchasers and registered owners of the
Bonds that so long as any of the Bonds remain outstanding, the City will take no action or fail to
take any action which in any way would adversely affect the ability of the City to levy and
collect the foregoing tax levy. The City and its officers will comply with all present and future
applicable laws in order to assure that the Pledged Taxes may be levied, extended and collected
as provided herein and deposited into the Bond Fund.
Section 14. Filing ivith County Clerk. Forthwith upon the passage of this Ordinance,
the City Clerk of the City is hereby directed to file a certified copy of this Ordinance with the
County Clerk, and it shall be the duty of the County Clerk to annually in and for each of the
years 2000 to 2004, inclusive, ascertain the rate necessary to produce the tax herein levied, and
extend the same for collection on the tax books against all of the taxable property within the City
in connection with other taxes levied in each of said years for general municipal purposes, in
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order to raise the respective amounts aforesaid and in each of said years such annual tax shall be
computed, extended and collected in the same manner as now or hereafter provided by law for
the computation, extension and collection of taxes for general municipal purposes of the City.
Section 15. Abatement of Pledged Taxes. As provided in the LGDR Act, whenever
the Pledged Revenues shall have been determined by the Corporate Authorities to provide in any
year an amount not less than 1.25 times debt service of the Series 2000B Bonds payable from the
Pledged Revenues for such years, the Corporate Authorities or the officers of the City acting
with proper authority, shall direct the abatement of the Pledged Taxes, and proper notification of
such abatement shall be filed with the County Clerk in a timely manner to effect such abatement.
Section 16. Pledged Revenues; General Covenants. The City covenants and agrees
with the holders of the Series 2000B Bonds that, so long as any Series 2000B Bonds remain
Outstanding:
A. The Pledged Revenues are hereby pledged to the payment of the
Series 2000B Bonds; and the Corporate Authorities covenant and agree to provide for,
collect and apply the Pledged Revenues to the payment of all of such bonds as are from
time to time Outstanding Bonds and the provision of not less than an additional 0.25
times debt service thereon, all in accordance with Section 15 of the Act.
B. The City will punctually pay or cause to be paid from the Pledged
Revenues Account of the Bond Fund the principal of, interest on and premium, if any, to
become due in respect to the Series 2000B Bonds in strict conformity with the terms of
the Series 2000B Bonds and this Ordinance, and it will faithfully observe and perform all
of the conditions, covenants and requirements thereof.
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C. The City will pay and discharge, or cause to be paid and discharged, from
the Pledged Revenues Account of the Bond Fund any and all lawful claims which, if
unpaid, might become a lien or charge upon the Pledged Revenues, or any part thereof, or
upon any such funds in the hands of the Bond Registrar, or which might impair the
security of the Series 2000B Bonds. Nothing herein contained shall require the City to
make any such payment so long as the City in good faith shall contest the validity of' said
claims.
D. The City will keep, or cause to be kept, proper books of record and
accounts, separate from all other records and accounts of the City, in which complete and
correct entries shall be made of all transactions relating to the Pledged Revenues and to
the Pledged Revenues Account of the Bond Fund and the Bond Fund. Such books of
record and accounts shall at all times during business hours be subject to the inspection of
the holders of not less than ten per cent (10%) of the principal amount of the Outstanding
Series 2000B Bonds or their representatives authorized in writing.
E. The City will preserve and protect the security of the Series 2000B Bonds
and the rights of the registered owners of the Series 2000B Bonds, and will warrant and
defend their rights against all claims and demands of all persons. From and after the sale
and delivery of any of the Series 2000B Bonds by the City, the Series 2000B Bonds shall
be incontestable by the City.
F. The City will adopt, make, execute and deliver any and all such further
ordinances, resolutions, instruments and assurances as may be reasonably necessary or
proper to carry out the intention of, or to facilitate the performance of, this Ordinance,
and for the better assuring and confirming unto the holders of the Series 2000B Bonds of
the rights and benefits provided in this Ordinance.
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G. As long as any Series 2000B Bonds are Outstanding, the City will
continue to deposit the Pledged Revenues and, if necessary, the Pledged Taxes to the
appropriate accounts of the Bond Fund. The City covenants and agrees with the
purchasers of the Series 2000B Bonds and with the registered owners thereof that so long
as any Series 2000B Bonds remain Outstanding, the City will take no action or fail to
take any action which in any way would adversely affect the ability of the City to collect
the Pledged Revenues. The City and its officers will comply with all present and future
applicable laws in order to assure that the Pledged Revenues and the Pledged Taxes may
be collected as provided herein and deposited into the Bond Fund.
H. Once issued, the Series 2000B Bonds shall be and forever remain until
paid or defeased the general obligation of the City, for the payment of which its full faith
and credit are pledged, and shall be payable, in addition to the Pledged Revenues, from
the levy of the Pledged Taxes as provided in the Act.
Section 17. Additional Bonds. The City reserves the right to issue Additional Bonds
without limit from time to time payable from Pledged Revenues, and any such Additional Bonds
shall share ratably and equally in the with the Prior Alternate Bonds and the Series 2000B
Bonds, as applicable; provided, however, that no Additional Bonds shall be issued except in
accordance with the provisions of the Act.
Section 18. Refunding Bonds. Refunding bonds issued to refund, whether at or in
advance of maturity, Bonds issued under this Ordinance, may be issued by the Corporate
Authorities hereunder, and, upon such issuance, shall be "Bonds" as defined hereunder, subject
to the limitations hereof and in accordance with the provisions of the Act.
Section 19. Defeasance. Bonds which are no longer Outstanding Bonds as defined
in this Ordinance shall cease to have any lien on or right to receive or be paid from the Pledged
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Revenues or the Pledged Taxes, and shall no longer have the benefits of any covenant for the
registered owners of Outstanding Bonds as set forth herein as such relates to lien and security for
the Bonds in the Pledged Revenues or the Pledged Taxes, for either series.
Section 20. Non -Arbitrage and Tax -Exemption. One purpose of this Section is to set
forth various facts regarding the Bonds and to establish the expectations of the Corporate
Authorities and the City as to future events regarding the Bonds and the use of Bond proceeds.
The certifications, covenants and representations contained herein and at the time of the Closing
are made on behalf of the City for the benefit of the owners from time to time of the Bonds. In
addition to providing the certifications, covenants and representations contained herein, the; City
hereby covenants that it will not take any action, omit to take any action or permit the taking or
omission of any action within its control (including, without limitation, making or permitting any
use of the proceeds of the Bonds) if taking, permitting or omitting to take such action would
cause any of the Bonds to be an arbitrage bond or a private activity bond within the meaning of
the Code or would otherwise cause the interest on the Bonds to be included in the gross income
of the recipients thereof for federal income tax purposes. The City acknowledges that, in the
event of an examination by the Internal Revenue Service of the exemption from Federal income
taxation for interest paid on the Bonds, under present rules, the City is treated as the "taxpayer"
in such examination and agrees that it will respond in a commercially reasonable manner to any
inquiries from the Internal Revenue Service in connection with such an examination.. The
Corporate Authorities and the City certify, covenant and represent as follows:
1.1. Definitions. In addition to such other words and terms used and defined in
this Ordinance, the following words and terms used in this Section shall have the
following meanings unless, in either case, the context or use clearly indicates another or
different meaning is intended:
"Bond Counsel" means Chapman and Cutler or any other nationally recognized
firm of attorneys experienced in the field of municipal bonds whose opinions are
generally accepted by purchasers of municipal bonds.
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"Closing" means the first date on which the City is receiving the purchase price
for the Bonds.
"Code" means the Internal Revenue Code of 1986.
"Commingled Fund" means any fund or account containing both Gross Proceeds
and an amount in excess of $25,000 that are not Gross Proceeds if the amounts in the
fund or account are invested and accounted for, collectively, without regard to the source
of funds deposited in the fund or account. An open-ended regulated investment company
under Section 851 of the Code is not a commingled fund.
"Control" means the possession, directly or indirectly through others, of either of
the following discretionary and non -ministerial rights or powers over another entity:
(a) to approve and to remove without cause a controlling portion of the
governing body of a Controlled Entity; or
(b) to require the use of funds or assets of a Controlled Entity for any
purpose.
"Controlled Entity" means any entity or one of a group of entities that is subject
to Control by a Controlling Entity or group of Controlling Entities.
"Controlled Group" means a group of entities directly or indirectly subject to
Control by the same entity or group of entities, including the entity that has the Control of
the other entities.
"Controlling Entity" means any entity or one of a group of entities directly or
indirectly having Control of any entities or group of entities.
"Costs of Issuance " means the costs of issuing the Bonds, including underwriters'
discount and legal fees.
"De minimis Amount of Original Issue Discount or Premium " means (a) any
original issue discount or premium that does not exceed two percent of the stated
redemption price at maturity of the Bonds plus (b) any original issue premium that is
attributable exclusively to reasonable underwriter's compensation.
"External Commingled Fund" means a Commingled Fund in which the City and
all members of the same Controlled Group as the City own, in the aggregate, not more
than ten percent of the beneficial interests.
"GIC" means (a) any investment that has specifically negotiated withdrawal or
reinvestment provisions and a specifically negotiated interest rate and (b) any agreement
to supply investments on two or more future dates (e.g., a forward supply contract).
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"Gross Proceeds" means amounts in the Bond Fund.
"Placed -in -Service" means the date on which, based on all facts and
circumstances (a) a facility has reached a degree of completion that would permit its
operation at substantially its design level and (b) the facility is, in fact, in operation at
such level.
"Prior Bond Fund" means the fund or funds established in connection with the
issuance of the Prior Bonds to pay the debt service on the Prior Bonds.
"Prior Bond Proceeds" means amounts actually or constructively received from
the sale of the Refunded Bonds, including (a) amounts used to pay underwriters' discount
or compensation and accrued interest, other than accrued interest for a period not greater
than one year before the Refunded Bonds were issued but only if it is to be paid within
one year after the Refunded Bonds were issued and (b) amounts derived from the sale of
any right that is part of the terms of a Refunded Bond or is otherwise associated with a
Refunded Bond (e.g., a redemption right).
"Prior Bonds" means the City's outstanding issues being refunded by the Bonds,
as more particularly described in the preambles hereof.
"Prior Project" means the facilities financed, directly or indirectly with the
proceeds of the Prior Bonds.
"Qualified Administrative Costs of Investments" means (a) reasonable, direct
administrative costs (other than carrying costs) such as separately stated brokerage or
selling commissions (other than a broker's commission paid on behalf of either the City
or the provider of a GIC to the extent such commission exceeds the lesser of a reasonable
amount or the present value of annual payments equal to 0.05 percent of the weighted
average amount reasonably expected to be invested each year of the term of the GIC; for
this purpose, present value is computed using the taxable discount rate used to compute
the commission or, if not readily ascertainable, a reasonable taxable discount rate), but
not legal and accounting fees, recordkeeping, custody and similar costs; (b) all
administrative costs, direct or indirect, incurred by a publicly offered regulated
investment company or an External Commingled Fund; or (c) in the case of purpose
investments, costs or expenses paid directly to purchase, carry, sell or retire the
investment and costs of issuing, carrying, or repaying the Bonds, and any placement
agent fee or underwriter's discount.
"Qualified Tax Exempt Obligations" means (a) any obligation described in
Section 103(a) of the Code, the interest on which is excludable from gross income of the
owner thereof for federal income tax purposes and is not an item of tax preference for
purposes of the alternative minimum tax imposed by Section 55 of the Code; (b) an
interest in a regulated investment company to the extent that at least ninety-five percent
of the income to the holder of the interest is interest which is excludable from gross
income under Section 103 of the Code of any owner thereof for federal income tax
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purposes and is not an item of tax preference for purposes of the alternative minimum tax
imposed by Section 55 of the Code; and (c) certificates of indebtedness issued by the
United States Treasury pursuant to the Demand Deposit State and Local Government
Series program described in 31 C.F.R. part 344.
"Rebate Fund" means the fund, if any, identified and defined in paragraph 4.1
herein.
"Rebate Provisions" means the rebate requirements contained in Section 148(f)
of the Code and in the Regulations.
"Refunded Bonds" means those certain Prior Bonds being refunded by the Bonds.
"Regulations" means United States Treasury Regulations dealing with the tax-
exempt bond provisions of the Code.
"Reimbursed Expenditures" means amounts, if any, used from Sale Proceeds or
investment earnings thereon to reimburse the City for an expenditure paid prior to
Closing.
"Sale Proceeds" means amounts actually or constructively received from the sale
of the Bonds, including (a) amounts used to pay underwriters' discount or compensation
and accrued interest, other than accrued interest for a period not greater than one year
before Closing but only if it is to be paid within one year after Closing and (b) amounts
derived from the sale of any right that is part of the terms of a Bond or is otherwise
associated with a Bond (e.g., a redemption right).
"Sale Proceeds Funds" means the funds containing amounts derived by the sale
of the Bonds or investment earnings thereon.
"Transferred Proceeds" means Prior Bond Proceeds, plus investment earnings
thereon, which have not been spent prior to the date principal on the Refunded Bonds is
discharged by the Refunding Portion of the Bonds.
"Yield" means that discount rate which when used in computing the present
value of all payments of principal and interest paid and to be paid on an obligation (using
semiannual compounding on the basis of a 360-day year) produces an amount equal to
the obligation's purchase price (or in the case of the Bonds, the issue price as established
in paragraph 5.1 hereof), including accrued interest.
"Yield Reduction Payment" means a rebate payment or any other amount paid to
the United States in the same manner as rebate amounts are required to be paid or at such
other time or in such manner as the Internal Revenue Service may prescribe that will be
treated as a reduction in Yield of an investment under the Regulations.
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2.1. Purpose of the Bonds. The Bonds are being issued to refund the Refunded
Bonds within 90 days of Closing in a prudent manner consistent with the revenue needs
of the City. A breakdown of the sources and uses of funds is set forth in the preceding
Section 12 of this Ordinance.
2.2. Bond Fund Investment. The investment earnings on the Bond Fund will
be spent to pay interest on the Bonds, or to the extent permitted by law, investment
earnings on amounts in Bond Fund will be commingled with substantial revenues from
the governmental operations of the City, and the earnings are reasonably expected to be
spent for governmental purposes within six months of the date earned. Interest earnings
on the Bond Fund have not been earmarked or restricted by the Corporate Authorities for
a designated purpose. Except to pay the Refunded Bonds, no proceeds of the Bonds will
be used more than 30 days after the date of issue of the Bonds for the purpose of paying
any principal or interest on any issue of bonds, notes, certificates or warrants or on any
installment contract or other obligation of the City or for the purpose of replacing any
funds of the City used for such purpose.
2.3. Reimbursement. None of the Sale Proceeds or investment earnings
thereon will be used for Reimbursed Expenditures.
2.4. Working Capital. All amounts in the Sale Proceeds Funds will be used,
directly or indirectly, to pay principal of, interest on and redemption premium on (if any)
of the Refunded Bonds, other than the following:
(a) payments of interest on the Bonds for the period commencing at
Closing and ending on the date one year after the date on which the Prior Project
is Placed -in -Service;
(b) Costs of Issuance and Qualified Administrative Costs of
Investments;
(c) payments of rebate or Yield Reduction Payments made to the
United States under the Regulations; and
(d) principal of or interest on the Bonds paid from unexpected excess
Sale Proceeds and investment earnings thereon.
2.5. Consequences of Contrary Expenditure. The City acknowledges that if
amounts in the Sale Proceeds Funds and investment earnings thereon are spent other than
as permitted by paragraph 2.4 hereof, a like amount of then available funds of the City
will be treated as unspent Sale Proceeds.
2.6. Investment of Bond Proceeds No portion of the Bonds is being issued
solely for the purpose of investing a portion of Sale Proceeds or investment earnings
thereon at a Yield higher than the Yield on the Bonds.
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2.7. No Grants. None of the Sale Proceeds or investment earnings thereon will
be used to make grants to any person.
2.8. Hedges. Neither the City nor any member of the same Controlled Group
as the City has entered into or expects to enter into any hedge (e.g., an interest rate swap,
interest rate cap, futures contract, forward contract or an option) with respect to the
Bonds or the Prior Bonds. The City acknowledges that any such hedge could affect the
calculation of Bond Yield under the Regulations, and that the Internal Revenue Service
could recalculate Bond Yield if the failure to account for the hedge fails to clearly reflect
the economic substance of the transaction.
2.9. Abusive Transactions. Neither the City nor any member of the same
Controlled Group as the City has employed a device or entered into any arrangements or
understandings in connection with the issuance of the Bonds or the advance refunding of
the Refunded Bonds, or in connection with any transaction or series of transactions
related to the issuance of the Bonds or the advance refunding of the Refunded Bonds, to
obtain a material financial advantage based on arbitrage. Neither the City nor any
member of the same Controlled Group as the City will realize any material financial
advantage based on arbitrage in connection with the issuance of the Bonds or the advance
refunding of the Refunded Bonds, or in connection with any transaction or series of
transactions related to the issuance of the Bonds or the advance refunding of the
Refunded Bonds. In particular, neither the City nor any member of the same Controlled
Group as the City will receive a rebate or credit resulting from any payments having been
made in connection with the issuance of the Bonds or the advance refunding of the
Refunded Bonds.
3.1. Use of Proceeds. (a) The use of the Sale Proceeds and investment
earnings thereon and the funds held under this Ordinance at the time of Closing are
described in the preceding Section of this Ordinance.
(b) Only the funds and accounts described in said Section will be funded at
Closing. There are no other funds or accounts created under this Ordinance.
(c) Principal of and interest on the Bonds will be paid from the Bond Fund.
(d) Any Costs of Issuance incurred in connection with the Bonds to be paid by
the City will be paid at the time of Closing.
3.2. Purpose of Bond Fund. The Bond Fund will be used primarily to achieve
a proper matching of revenues and earnings with principal and interest payments on the
Bonds in each bond year. It is expected that the Bond Fund will be depleted at least once
a year, except for a reasonable carry over amount not to exceed the greater of (a) the
earnings on the investment of moneys in the Bond Fund for the immediately preceding
bond year or (b) 1/12th of the principal and interest payments on the Bonds for the
immediately preceding bond year.
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3.3. The Prior Bonds. (a) As of the earlier of (i) the time of the Closing or (ii)
the date three years after the Prior Bonds were issued, all Prior Bond Proceeds, including
investment earnings thereon, were completely spent.
(b) As of the date hereof, no Prior Bond Proceeds or money or property of any
kind (including cash) is on deposit in any fund or account, regardless of where held or the
source thereof, with respect to the Prior Bonds or any credit enhancement or liquidity
device relating to the foregoing, or is otherwise restricted to pay the City's obligations
other than amounts on deposit in the Escrow Account.
(c) The Prior Bond Fund was used primarily to achieve a proper matching of
revenues and earnings with principal and interest payments on the Prior Bonds in each
bond year. The Prior Bond Fund was depleted at least once a year, except for a
reasonable carry over amount not to exceed the greater of (i) the earnings on the
investment of moneys in such account for the immediately preceding bond year or
(h) one -twelfth (1/12th) of the principal and interest payments on the Prior Bonds and the
other bonds secured by such account for the immediately preceding bond year.
(d) At the time the Prior Bonds were issued, the City reasonably expected to
spend at least 85% of the proceeds (including investment earnings) of the Prior Bonds to
be used for non -refunding purposes for such purposes within three years of the date the
Prior Bonds were issued and such proceeds were so spent. Not more than 50% of the
proceeds of the Prior Bonds to be used for non -refunding purposes was invested in
investments having a substantially guaranteed Yield for four years or more.
(e) The Refunded Bonds subject to redemption prior to maturity will be called
on the first optional redemption date of the Refunded Bonds.
(f) The Refunded Bonds do not include any advance refunding obligations.
(g) The City has not been notified that the Prior Bonds are under examination
by the Internal Revenue Service, and to the best of the City's knowledge the Prior Bonds
are not under examination by the Internal Revenue Service.
3.5. No Other Gross Proceeds. (a) Except for the Bond and excerpt for
investment earnings that have been commingled as described in paragraph 2.2 and any
credit enhancement or liquidity device related to the Bonds, after the issuance of the
Bonds, neither the City nor any member of the same Controlled Group as the City has or
will have any property, including cash or securities that constitutes:
(i) Sale Proceeds;
(ii) amounts in any fund and account with respect to the Bonds (other
than the Rebate Fund);
(iii) Transferred Proceeds;
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(iv) amounts that have a sufficiently direct nexus to the Bonds or to the
governmental purpose of the Bonds to conclude that the amounts would have
been used for that governmental purpose if the Bonds were not used or to be used
for that governmental purpose (the mere availability or preliminary earmarking of
such amounts for a governmental purpose, however, does not itself establish such
a sufficient nexus);
(v) amounts in a debt service fund, redemption fund, reserve fund,
replacement fund or any similar fund to the extent reasonably expected to be used
directly or indirectly to pay principal of or interest on the Bonds or any amounts
for which there is provided, directly or indirectly, a reasonable assurance that the
amount will be available to pay principal of or interest on the Bonds or any
obligations under any credit enhancement or liquidity device with respect to the
Bonds, even if the City encounters financial difficulties;
(vi) any amounts held pursuant to any agreement (such as an agreement
to maintain certain levels of types of assets) made for the benefit of the
Bondholders or any credit enhancement provider, including any liquidity device
or negative pledge (any amount pledged to pay principal of or interest on an issue
held under an agreement to maintain the amount at a particular level for the direct
or indirect benefit of Bondholders or a guarantor of the bonds); or
(vii) amounts actually or constructively received from the investment
and reinvestment of the amounts described in (1) or (ii) above.
(b) No compensating balance, liquidity account, negative pledge of property
held for investment purposes or similar arrangement exists with respect to, in any way,
the Bonds or any credit enhancement or liquidity device related to the Bonds.
(c) The term of the Bonds is not longer than is reasonably necessary for the
governmental purposes of the Bonds. The average reasonably expected remaining
economic life of the Prior Project is at least 10 years. The weighted average maturity of
the Bonds does not exceed 5 years and does not exceed 120 percent of the average
reasonably expected economic life of the Prior Project. The maturity schedule of the
Bonds (the "Principal Payment Schedule") is based on an analysis of revenues expected
to be available to pay debt service on the Bonds. The Principal Payment Schedule is not
more rapid (i.e., having a lower average maturity) because a more rapid schedule would
place an undue burden on tax rates and cause such rates to be increased beyond prudent
levels, and would be inconsistent with the governmental purpose of the Bonds as set forth
in paragraph 2.1 hereof.
4.1. Rebate Fund. The City is hereby authorized to create and establish a
special fund to be known as the Rebate Fund (the "Rebate Fund"), which, if created,
shall be continuously held, invested, expended and accounted for in accordance with this
Ordinance. Moneys in the Rebate Fund shall not be considered moneys held for the
benefit of the Bondholders. Except as provided in the Regulations, moneys in the Rebate
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Fund (including earnings and deposits therein) shall be held in trust for payment to the
United States as required by the Rebate Provisions and by the Regulations and as
contemplated under the provisions of this Ordinance.
4.2. Compliance with Rebate Provisions. The City covenants to take: such
actions and make, or cause to be made, all calculations, transfers and payments that may
be necessary to comply with the Rebate Provisions applicable to the Bonds. The City
will make, or cause to be made, rebate payments with respect to the Bonds in accordance
with law.
4.3. Records. The City agrees to keep and retain or cause to be kept and
retained until six years after the Bonds are paid in full adequate records with respect to
the investment of all Gross Proceeds and amounts in the Rebate Fund. Such records shall
include: (a) purchase price; (b) purchase date; (c) type of investment; (d) accrued interest
paid; (e) interest rate; (f) principal amount; (g) maturity date; (h) interest payment date;
(i) date of liquidation; and 0) receipt upon liquidation.
If any investment becomes Gross Proceeds on a date other than the date such
investment is purchased, the records required to be kept shall include the fair market
value of such investment on the date it becomes Gross Proceeds. If any investment is
retained after the date the last Bond is retired, the records required to be kept shall
include the fair market value of such investment on the date the last Bond is retired.
Amounts or investments will be segregated whenever necessary to maintain these
records.
4.4. Prohibited Payments; Certificates of Deposit and Investment Agreements.
In making investments of Gross Proceeds, the City shall take into account prudent
investment standards including the date on which moneys to be invested may be needed.
The City shall provide that all amounts which constitute Gross Proceeds and any amounts
in the Rebate Fund shall be invested at all times to the greatest extent practicable in
investments permitted under this Ordinance, and no amounts may be held as cash or be
invested in zero Yield investments other than obligations of the United States purchased
directly from the United States; provided, however, that in the event moneys cannot be
invested, other than as provided in this sentence, due to the denomination, price or
availability of investments, such amounts shall be invested in an interest bearing deposit
account of a bank with a Yield not less than that paid to the general public or held
uninvested (but uninvested amounts shall be held to the minimum amount necessary).
For purposes of determining the purchase price of investments (for either yield
restriction or rebate purposes), Gross Proceeds and any amounts in the Rebate Fund that
are invested in certificates of deposit or in GICs shall be invested only in accordance with
the following provisions:
(a) Investments in certificates of deposit of banks or savings and loan
associations that have a fixed interest rate, fixed payment schedules and
substantial penalties for early withdrawal shall be made only if either (i) the Yield
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on the certificate of deposit (A) is not less than the Yield on reasonably
comparable direct obligations of the United States and (B) is not less than the
highest Yield that is published or posted by the provider to be currently available
from the provider on reasonably comparable certificates of deposit offered to the
public or (ii) the investment is an investment in a GIC and qualifies under
paragraph (b) below.
(b) Investments in GICs shall be made only if
(i) the bid specifications are in writing, include all material
terms of the bid and are timely forwarded to potential providers (a term is
material if it may directly or indirectly affect the yield on the GIC);
(ii) the terms of the bid specifications are commercially
reasonable (a term is commercially reasonable if there is a legitimate
business purpose for the term other than to reduce the yield on the GIC);
(iii) all bidders for the GIC have equal opportunity to bid so
that, for example, no bidder is given the opportunity to review others bids
(a last look) before bidding;
(iv) any agent used to conduct the bidding for the GIC does not
bid to provide the GIC;
(v) at least three of the providers solicited for bids for the GIC
are reasonably competitive providers of investments of the type purchased
(i.e., providers that have established industry reputations as competitive
providers of the type of investments being purchased);
(vi) at least three of the entities that submit a bid do not have a
financial interest in the Bonds;
(vii) at least one of the entities that provided a bid is a
reasonably competitive provider that does not have a financial interest in
the Bonds;
(viii) the bid specifications include a statement notifying
potential providers that submission of a bid is a representation that the
potential provider did not consult with any other provider about its bid,
that the bid was determined without regard to any other formal or informal
agreement that the potential provider has with the City or any other person
(whether or not in connection with the Bonds) and that the bid is not being
submitted solely as a courtesy to the City or any other person for purposes
of satisfying the federal income tax requirements relating to the bidding
for the GIC;
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(ix) the determination of the terms of the GIC takes into
account the reasonably expected deposit and drawdown schedule for the
amounts to be invested;
(x) the highest -yielding GIC for which a qualifying bid is made
(determined net of broker's fees) is in fact purchased; and
(xi) the obligor on the GIC certifies the administrative costs that
it is paying or expects to pay to third parties in connection with the GIC.
(c) If a GIC is purchased, the City will retain the following records
with its bond documents until three years after the Bonds are redeemed in their
entirety:
(i) a copy of the GIC;
(ii) the receipt or other record of the amount actually paid for
the GIC, including a record of any administrative costs paid, and the
certification under paragraph (b)(xi) of this Section;
(iii) for each bid that is submitted, the name of the person and
entity submitting the bid, the time and date of the bid, and the bid results;
and
(iv) the bid solicitation form and, if the terms of the GIC
deviated from the bid solicitation form or a submitted bid is modified, a
brief statement explaining the deviation and stating the purpose for the
deviation.
Moneys to be rebated to the United States shall be invested to mature on or prior
to the anticipated rebate payment date. All investments made with Gross Proceeds or
amounts in the Rebate Fund shall be bought and sold at fair market value. The fair
market value of an investment is the price at which a willing buyer would purchase the
investment from a willing seller in a bona fide, arm's length transaction. Except for
investments specifically described in this Section and United States Treasury obligations
that are purchased directly from the United States Treasury, only investments that are
traded on an established securities market, within the meaning of regulations promulgated
under Section 1273 of the Code, will be purchased with Gross Proceeds. In general, an
"established securities market" includes: (i) property that is listed on a national securities
exchange, an interdealer quotation system or certain foreign exchanges; (ii) property that
is traded on a Commodities Futures Trading Commission designated Corporate
Authorities of trade or an interbank market; (iii) property that appears on a quotation
medium; and (iv) property for which price quotations are readily available from dealers
and brokers. A debt instrument is not treated as traded on an established market solely
because it is convertible into property which is so traded.
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An investment of Gross Proceeds in an External Commingled Fund shall be made
only to the extent that such investment is made without an intent to reduce the amount to
be rebated to the United States Government or to create a smaller profit or a larger loss
than would have resulted if the transaction had been at arm's length and had the rebate or
Yield restriction requirements not been relevant to the City. An investment of Gross
Proceeds shall be made in a Commingled Fund other than an External Commingled Fund
only if the investments made by such Commingled Fund satisfy the provisions of this
paragraph.
The foregoing provisions of this paragraph 4.4 satisfy various safe harbors set
forth in the Regulations relating to the valuation of certain types of investments. The safe
harbor provisions of this paragraph 4.4 are contained herein for the protection of the City,
who has covenanted not to take any action to adversely affect the tax-exempt status of the
interest on the Bonds. The City will contact Bond Counsel if it does not wish to comply
with the provisions of this paragraph 4.4 and forego the protection provided by the safe
harbors provided herein.
4.5. Arbitrage Elections. The Mayor, Clerk and Treasurer of the Corporate
Authorities are hereby authorized to execute one or more elections regarding certain
matters with respect to arbitrage.
5.1. Issue Price. For purposes of determining the Yield on the Bonds, the
purchase price of the Bonds is equal to the first offering price at which the Purchaser sold
at least ten percent of each maturity of the Bonds or is equal to par, plus accrued interest,
if the Purchaser does not intend to resell the Bonds.
5.2. Yield Limits. (a) Except as provided in paragraph (b) or (c), all Gross
Proceeds shall be invested at market prices and at a Yield (after taking into account any
Yield Reduction Payments) not in excess of the Yield on the Bonds.
(b) The following may be invested without Yield restriction:
(i) amounts invested in Qualified Tax Exempt Obligations (to the
extent permitted by the Act and this Ordinance);
(ii) amounts in the Rebate Fund;
(iii) amounts on deposit in the Bond Fund (except for capitalized
interest) that have not been on deposit under the Ordinance for more than
13 months, so long as the Bond Fund continues to qualify as a bona fide debt
service fund as described in paragraph 3.2 hereof,
(iv) all amounts other than Sale Proceeds for the first 30 days after they
become Gross Proceeds; and
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(v) all amounts derived from the investment of Sale Proceeds and
investment earnings thereon (except for investments in the Escrow Account) for a
period of one year from the date received.
(c) An amount not to exceed the lesser of $100,000 or five percent of the Sale
Proceeds may be invested without regard to Yield restriction.
5.3. Continuing Nature of Yield Limits. Except as provided in paragraph 7.6,
once moneys are subject to the Yield limits of paragraph 5.2 hereof, such moneys remain
Yield restricted until they cease to be Gross Proceeds.
5.4. Federal Guarantees. Except for investments meeting the requirements of
paragraph 5.2(b) hereof and except for investments in the Escrow Account, investments
of Gross Proceeds shall not be made in (a) investments constituting obligations of or
guaranteed, directly or indirectly, by the United States (except obligations of the United
States Treasury, obligations guaranteed by the Federal Housing Administration, the
Federal National Mortgage Association, the Federal Home Loan Mortgage Corporation,
the Government National Mortgage Association, the Student Loan Marketing
Association, any guarantee by the Bonneville Power Authority pursuant to the Northwest
Power Act (16 U.S.C. 839d) as in effect on the date of enactment of the Tax Reform Act
of 1984, or investments in obligations issued pursuant to Section 21B(d)(3) of the Federal
Home Loan Bank, as amended (e.g., Refcorp Strips)); or (b) federally insured deposits or
accounts (as defined in Section 149(b)(4)(B) of the Code). Except as permitted in the
immediately prior sentence and in the Regulations, no portion of the payment of principal
or interest on the Bonds or any other credit enhancement or liquidity device relating to
the foregoing is or will be guaranteed, directly or indirectly (in whole or in part), by the
United States (or any agency or instrumentality thereof). No portion of the Gross
Proceeds has been or will be used to make loans the payment of principal or interest with
respect to which is or will be guaranteed (in whole or in part) by the United States (or any
agency or instrumentality thereof).
6.1. Payment and Use Tests. (a) No more than five percent of the proceeds of
each issue of the Prior Bonds and investment earnings thereon were used, directly or
indirectly, in whole or in part, in any activity carried on by any person other than a state
or local governmental unit.
(b) The payment of more than five percent of the principal of or the interest
on each issue of the Prior Bonds or the Bonds considered separately were will not be,
directly or indirectly (i) secured by any interest in (A) property used or to be used in any
activity carried on by any person other than a state or local governmental unit or (B)
payments in respect of such property or (ii) on a present value basis, derived from
payments (whether or not to the City or a member of the same Controlled Group as the
City) in respect of property, or borrowed money, used or to be used in any activity carried
on by any person other than a state or local governmental unit.
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(c) No more than the lesser of five percent of the proceeds of each issue of the
Prior Bonds and investment earnings thereon or $5,000,000 were used, and no more than
the lesser of five percent of the Sale Proceeds of the Bonds and investment earnings
thereon or $5,000,000 will be used, directly or indirectly, to make or finance loans to any
persons.
(d) No user of the Prior Project other than a state or local governmental unit
will use more than five percent of such facilities, considered separately, on any basis
other than the same basis as the general public; and no person other than a state or local
governmental unit has been or will be a user of more than five percent of any Prior
Project as a result of (i) ownership, (ii) actual or beneficial use pursuant to a lease or a
management, service, incentive payment, research output contract, or (iii) any other
similar arrangement, agreement or understanding, whether written or oral.
(e) The City has not and will not enter into any arrangement that conveys to
any person, other than a state or local government unit, special legal entitlements to any
portion of the Prior Project that is available for use by the general public. No person,
other than a state or local governmental unit, is receiving or will receive any special
economic benefit from use of any portion of any Prior Project that is not available for use
by the general public.
(f) No more than the lesser of five percent of each issue of the Prior Bonds or
$5,000,000 of the proceeds of each issue of the Prior Bonds were used, and no more than
the lesser of five percent of the proceeds of the Bonds or $5,000,000 have been or will be
used, to provide professional sports facilities. For purposes of this paragraph, the term
"professional sports facilities" (i) means real property or related improvements used for
professional sports exhibitions, games or training, regardless of whether the admission of
the public or press is allowed or paid and (ii) includes any use of a facility that generates
a direct or indirect monetary benefit (other than reimbursement for out-of-pocket
expenses) for a person who uses such facilities for professional sport exhibitions, games
or training.
6.2. I.R.S. Fonn 8038-G. The information contained in the Information Return
for Tax -Exempt Governmental Obligations, Form 8038-G, is true and complete. The
City will file Form 8038-G (and all other required information reporting forms) in a
timely manner.
6.3. Bank Qualification. (a) The City hereby designates each of the Bonds as a
"qualified tax-exempt obligation" for the purposes and within the meaning of
Section 265(b)(3) of the Code. In support of such designation, the City hereby certifies
that (i) none of the Bonds will be at anytime a "private activity bond" (as defined in
Section 141 of the Code) other than a "qualified 501(c)(3) bond" (as defined in
Section 145 of the Code), (ii) as of the date hereof, the City has not issued any tax-
exempt obligations of any kind in calendar year 2000 other than the Bonds nor have any
tax-exempt obligations of any kind been issued on behalf of the City, except for the
City's Special Service Area Number One A Bonds, Series 2000 and General Obligation
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Refunding Bonds (Motor Fuel Tax Alternate Revenue Source), Series 2000A
(collectively, the "Other 2000 Bonds"), and (iii) not more than $10,000,000 of
obligations of any kind (including the Bonds and the Other 2000 Bonds) issued by or on
behalf of the City during calendar year 2000 will be designated for purposes of
Section 265(b)(3) of the Code.
(b) The City is not subject to Control by any entity, and there are no entities
subject to Control by the City.
(c) On the date hereof, the City does not reasonably anticipate that for
calendar year 2000 it will issue any Section 265 Tax -Exempt Obligations (other than the
Bonds and the Other 2000 Bonds), or that any Section 265 Tax -Exempt Obligations will
be issued on behalf of it. "Section 265 Tax -Exempt Obligations" are obligations the
interest on which is excludable from gross income of the owners thereof under Section
103 of the Code, except for private activity bonds other than qualified 501(c)(3) bonds,
both as defined in Section 141 of the Code. The City will not issue or permit the issuance
on behalf of it or by any entity subject to Control by the City (which may hereafter come
into existence) of Section 265 Tax -Exempt Obligations (including the Bonds and the
Other 2000 Bonds) that exceed the aggregate amount of $10,000,000 during calendar
year 2000 unless it first obtains an opinion of Bond Counsel to the effect that such
issuance will not adversely affect the treatment of the Bonds as "qualified tax-exempt
obligations" for the purposes and within the meaning of Section 265(b)(3) of the Code.
7.1. Termination; Interest of City in Rebate Fund. The terms and provisions
set forth in this Section shall terminate at the later of (a) 75 days after the Bonds have
been fully paid and retired or (b) the date on which all amounts remaining on deposit in
the Rebate Fund, if any, shall have been paid to or upon the order of the United States
and any other payments required to satisfy the Rebate Provisions of the Code have been
made to the United States. Notwithstanding the foregoing, the provisions of
paragraph 4.3 hereof shall not terminate until the sixth anniversary of the date the Bonds
are fully paid and retired.
7.2. No Common Plan of Financing. Since a date that is 15 days prior to the
date of sale of the Bonds by the City to the Purchaser, neither the City nor any member of
the same Controlled Group as the City has sold or delivered any obligations other than
the Bonds that are reasonably expected to be paid out of substantially the same source of
funds as the Bonds. Neither the City nor any member of the same Controlled Group as
the City will sell or deliver within 15 days after the date hereof any obligations other than
the Bonds that are reasonably expected to be paid out of substantially the same source of
funds as the Bonds. No obligation other than the Bonds were sold on the same date as
the Bonds, are being issued on the date of the Closing and were or are being offered
pursuant to a single offering document, except for the General Obligation Refunding
Bonds (Motor Fuel Tax Alternate Revenue Source), Series 2000A.
7.3. No Sale of the Prior Project. (a) Other than as provided in the next
sentence, neither the Prior Project nor any portion thereof has been, is expected to be, or
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will be sold or otherwise disposed of, in whole or in part, prior to the earlier of (i) the last
date of the reasonably expected economic life to the City of the property (determined on
the date of issuance of the Bonds) or (ii) the last maturity date of the Bonds. The City
may dispose of personal property in the ordinary course of an established government
program prior to the earlier of (i) the last date of the reasonably expected economic life to
the City of the property (determined on the date of issuance of the Bonds) or (ii) the last
maturity of the Bonds, provided: (A) the weighted average maturity of the Bonds
financing the personal property is not greater than 120 percent of the reasonably expected
actual use of that property for governmental purposes; (B) the City reasonably expects on
the issue date that the fair market value of that property on the date of disposition will be
not greater than 25 percent of its cost; (C) the property is no longer suitable for its
governmental purposes on the date of disposition; and (D) the City deposits amounts
received from the disposition in a commingled fund with substantial tax or other
governmental revenues and the City reasonably expects to spend the amounts on
governmental programs within six months from the date of the commingling.
(b) The City acknowledges that if property financed with the Prior Bonds is
sold or otherwise disposed of in a manner contrary to (a) above, such sale or disposition
may constitute a "deliberate action" within the meaning of the Regulations that may
require remedial actions to prevent the Bonds from becoming private activity bonds. The
City shall promptly contact Bond Counsel if a sale or other disposition of bond -financed
property is considered by the City.
7.4. Use of Project. The City acknowledges and agrees that it will not use, or
allow the Project to be used, in a manner which is prohibited by the Establishment of
Religion Clause of the First Amendment to the Constitution of the United States of
America or by any comparable provisions of the Constitution of the State of Illinois.
7.5. Future Events. The City acknowledges that any changes in facts or
expectations from those set forth herein may result in different Yield restrictions or rebate
requirements from those set forth herein. Such changes in facts or expectations might
include, but are not in any respect whatsoever limited to, moneys or investments being
pledged or otherwise set aside for payment of principal of or interest on the Bonds,
amounts being derived from the sale of any right that is part of the terms of a Bond or is
otherwise associated with a Bond (e.g., a redemption right) or the City entering into any
agreement to maintain certain levels of types of assets for the benefit of a holder of a
bond or any credit enhancement with respect to the Bonds or the sale of any bond -
financed property. The City shall promptly contact Bond Counsel if such changes do
occur.
7.6. Permitted Changes; Opinion of Bond Counsel. The Yield restrictions
contained in paragraph 5.2 or any other restriction or covenant contained herein need not
be observed or may be changed if the City receives an opinion of Bond Counsel to the
effect that such nonobservance or change will not result in the loss of any exemption for
the purpose of federal income taxation to which interest on the Bonds is otherwise
entitled.
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7.7. Excess Proceeds. Gross Proceeds of the Bonds and investment earnings
thereon and all unspent Prior Bond Proceeds as of the date of Closing and investment
earnings thereon do not exceed by more than one percent of the Sale Proceeds of the
Bonds the amount that will be used for:
(i) payment of principal of or interest or call premium on the
Refunded Bonds;
(ii) payment of pre -issuance accrued interest on the Bonds and interest
on the Bonds that accrues for a period up to the completion date of any capital
project for which the prior issue was issued, plus one year;
(iii) payment of cost of issuance of the Bonds;
(iv) payment of administrative costs allocable to repaying the Refunded
Bonds, carrying and repaying the Bonds or investments of the Bonds;
(v) Prior Bond Proceeds that will be used or maintained for the
governmental purpose of the Refunded Bonds;
(vi) interest on purpose investments;
(vii) amounts that will be used or maintained for the governmental
purpose of the Bonds; and
(viii) costs of the Credit Facility allocable to the Bonds.
7.8. Successors and Assigns. The terms, provisions, covenants and conditions
of this Section shall bind and inure to the benefit of the respective successors and assigns
of the Corporate Authorities and the City.
7.9. Expectations. The Corporate Authorities has reviewed the facts, estimates
and circumstances in existence on the date of issuance of the Bonds. Such facts,
estimates and circumstances, together with the expectations of the City as to future
events, are set forth in summary form in this Section. Such facts and estimates are true
and are not incomplete in any material respect. On the basis of the facts and estimates
contained herein, the City has adopted the expectations contained herein. On the basis of
such facts, estimates, circumstances and expectations, it is not expected that the Sale
Proceeds or investment earnings thereon or any other moneys or property will be used in
a manner that will cause the Bonds to be arbitrage bonds within the meaning of the
Rebate Provisions and the Regulations. Such expectations are reasonable and there are
no other facts, estimates and circumstances that would materially change such
expectations.
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The City also agrees and covenants with the purchasers and holders of the Bonds from
time to time outstanding that, to the extent possible under Illinois law, it will comply with
whatever federal tax law is adopted in the future which applies to the Bonds and affects the tax-
exempt status of the Bonds.
The Corporate Authorities hereby authorizes the officials of the City responsible for
issuing the Bonds, the same being the Mayor, Clerk and Treasurer of the Corporate Authorities,
to make such further covenants and certifications as may be necessary to assure that the use
thereof will not cause the Bonds to be arbitrage bonds and to assure that the interest in the Bonds
will be exempt from federal income taxation. In connection therewith, the City and the
Corporate Authorities further agree: (a) through their officers, to make such further specific
covenants, representations as shall be truthful, and assurances as may be necessary or advisable;
(b) to consult with counsel approving the Bonds and to comply with such advice as may be
given; (c) to pay to the United States, as necessary, such sums of money representing required
rebates of excess arbitrage profits relating to the Bonds; (d) to file such forms, statements, and
supporting documents as may be required and in a timely manner; and (e) if deemed necessary or
advisable by their officers, to employ and pay fiscal agents, financial advisors, attorneys, and
other persons to assist the City in such compliance.
Section 21. Taxes Previously Levied. The taxes previously levied to pay principal of
and interest on the Refunded Bonds, to the extent such principal and interest is provided for from
the proceeds of the Bonds shall be abated. The filing of a certificate of abatement with the
County Clerk shall constitute authority and direction for the County Clerk to make such
abatement.
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Section 22. This Ordinance a Contract. The provisions of this Ordinance shall
constitute a contract between the City and the registered owners of the Bonds, and no changes,
additions or alterations of any kind shall be made hereto, except as herein provided.
Section 23. Continuing Disclosure Undertaking. To the extent applicable to the
Bonds, the Mayor or Treasurer of the City is hereby authorized, empowered and directed to
execute and deliver the Continuing Disclosure Undertaking (the "Continuing Disclosure
Undertaking") in substantially the same form now before the City, or with such changes therein
as the individual executing the Continuing Disclosure Undertaking on behalf of the City shall
approve, his execution thereof to constitute conclusive evidence of his approval of such changes.
If and when the Continuing Disclosure Undertaking is executed and delivered on behalf of the
City as herein provided, the Continuing Disclosure Undertaking will be binding on the City and
the officers, employees and agents of the City, and the officers, employees and agents of the City
are hereby authorized, empowered and directed to do all such acts and things and to execute all
such documents as may be necessary to carry out and comply with the provisions of the
Continuing Disclosure Undertaking as executed, and the Continuing Disclosure Undertaking
shall constitute, and hereby is made, a part of this Ordinance, and copies of the Continuing
Disclosure Undertaking shall be placed in the official records of the City, and shall be available
for public inspection at the office of the City. Notwithstanding any other provision of this
Ordinance, the sole remedies for failure to comply with the Continuing Disclosure Undertaking,
if executed, shall be the ability of any beneficial owner to take such actions as may be necessary
and appropriate, including seeking mandamus or specific performance by court order, to cause
the City to comply with its obligations under the Continuing Disclosure Undertaking.
Section 24. Municipal Bond Insurance. In the event the payment of principal and
interest on the Bonds is insured pursuant to a municipal bond insurance policy (the "Municipal
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Bond Insurance Policy") issued by the issuer of any municipal bond or financial guaranty
insurance policy, and as long as such Municipal Bond Insurance Policy shall be in full force and
effect, the City and the Bond Registrar agree to comply with such usual and reasonable
provisions regarding presentment and payment of the Bonds, subrogation of the rights of the
Bondholders to said Insurer when holding Bonds, amendment hereof, or other terms, as approved
by the Corporate Authorities on advice of counsel, their approval to constitute full and complete
acceptance by the City of such terms and provisions under authority of this section.
Section 25. Severability. If any section, paragraph, clause or provision of this
Ordinance shall be held invalid, the invalidity of such section, paragraph, clause or provision
shall not affect any of the other provisions of this Ordinance.
Section 26. Repealer. All ordinances, resolutions or orders, or parts thereof, in
conflict with the provisions of this ordinance are to the extent of such conflict hereby repealed.
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Section 27. Effective Date. This Ordinance shall be effective immediately upon its
adoption and approval.
PASSED by the City Council on October 18, 2000.
APPROVED: October 18, 2000.
Mayor
AYES: Bolger, Glab, McClatchey, Murgatroyd, Baird
NAYS:
ABSENT:
None
None
RECORDED in the Municipal Records on October 18, 2000.
ATTEST:
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City Clerk
[SEAL]
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