HomeMy WebLinkAboutOrd 5596 12/05/2006
ORDINANCE NO. 5596
AN ORDINANCE AUTHORIZING THE ISSUANCE OF NOT TO EXCEED
$10,000,000 GENERAL OBLIGATION LIBRARY REFUNDING BONDS, SERIES
2006, OF THE VILLAGE OF MOUNT PROSPECT, ILLINOIS
PASSED AND APPROVED BY
THE PRESIDENT AND BOARD OF TRUSTEES
THE 5th DAY OF DECEMBER 2006
Published in pamphlet form by
authority of the corporate
authorities of the Village of
Mount Prospect, Illinois,
the 6th day of December 2006.
ORDINANCE NO. 5Fiqf)
ORDINANCE AUTHORIZING THE ISSUANCE OF NOT TO EXCEED
$10,000,000 GENERAL OBLIGATION LIBRARY REFUNDING BONDS,
SERIES 2006, OF THE VILLAGE OF MOUNT PROSPECT, ILLINOIS
BE IT ORDAINED BY THE PRESIDENT AND BOARD OF TRUSTEES OF THE
VILLAGE OF MOUNT PROSPECT, ILLINOIS, ACTING IN THE EXERCISE OF THEIR
HOME RULE POWERS, AS FOLLOWS:
Section 1. Authority, Purpose and Findings. This ordinance is adopted
pursuant to and under the authority of Section 6 of Article VII of the Illinois Constitution
of 1970 for the purpose of refunqing a portion of the outstanding principal amount of
General Obligation Library Bonds, Series 2002, of the Village, maturing in the years
2012 to 2022, both inclusive (the "Callable Series 2002 Bonds"). The General
Obligation Library Bonds, Series 2002, were issued to finance the renovation and
expansion of the Mount Prospect Public Library.
Section 2. Refunding Plan. The Village may determine to refund all or a
portion of the Callable Series 2002 Bonds. The particular Callable Series 2002 Bonds
to be refunded (the "Prior Bonds") and the particular Prior Bonds to be redeemed prior
to maturity shall be specified in the Bond Order to be executed by the Village Manager
or the Finance Director of the Village (each herein called the "Authorized Officer"). All of
the Prior Bonds shall be redeemed on June 1, 2012. The Village President, Village
Manager, Finance Director and the other officers and officials of the Village are
authorized and directed to do, or cause to be done, all things necessary to accomplish
the refunding and redemption of the Prior Bonds.
Section 3. Authorization and Terms of Bonds. To meet part of the
estimated costs of refunding the Prior Bonds, including the costs of issuance of the
bonds herein authorized, there is hereby appropriated the sum of $10,000,000.
Pursuant to the home rule powers of the Village to issue debt payable from ad valorem
property tax receipts and for the purpose of financing said appropriation, general
obligation bonds of the Village are authorized to be issued and sold in an aggregate
principal amount of not to exceed $10,000,000, and shall be designated "General
Obligation Library Refunding Bonds, Series 2006".
Bonds shall be issuable in the denominations of $5,000 or any integral multiple
thereof and may bear such identifying numbers or letters as shall be useful to facilitate
the registration, transfer and exchange of bonds. Each bond delivered upon the original
issuance of the bonds shall be dated as of the date specified in the Bond Order. Each
bond thereafter issued upon any transfer, exchange or replacement of bonds shall be
dated so that no gain or loss of interest shall result from such transfer, exchange or
replacement.
The bonds shall mature (or be subject to mandatory sinking fund redemption) on
December 1 in such years and in such principal amounts as shall be specified in the
Bond Order, provided that no bond shall mature later than December 1, 2022.
Each bond shall bear interest from its date, computed on the basis of a 360 day
year consisting of twelve 30 day months and payable in lawful money of the United
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States of America on an initial interest payment date of June 1, 2007, and semiannually
thereafter on each June 1 and December 1 at the rates per annum as shall be specified
in the Bond Order, provided that no bond shall bear interest at a rate exceeding five
percent (5%) per annum.
No bonds shall be sold pursuant to this ordinance unless the sum of the taxes
levied pursuant to Section 9 of this ordinance, and the moneys to be deposited into the
2006 Debt Service Fund (established by this ordinance) concurrently with the issuance
of the bonds is sufficient to provide for the punctual payment of the principal of and
interest on the bonds.
The principal of the bonds shall be payable in lawful money of the United States
of America upon presentation and surrender thereof at the corporate trust office of
Wells Fargo Bank, N.A., in the City of Chicago, Illinois, which is hereby appointed as
bond registrar and paying agent for the bonds. Interest on the bonds shall be payable
on each interest payment date to the registered owners of record thereof appearing on
the registration books maintained by the Village for such purpose at the corporate trust
office of the bond registrar, as of the close of business on the 15th day of the calendar
month next preceding the applicable interest payment date. Interest on the bonds shall
~ be paid by check or draft mailed to such registered owners at their addr~sses appearing
on the registration books or by wire transfer pursuant to an agreement by and between
the Village and the registered owner.
The bonds shall be subject to redemption prior to maturity as determined in the
Bond Order, at the option of the Village and upon notice as herein provided, in such
principal amounts and from such maturities as the Village shall determine and by lot
within a single maturity, at such redemption prices as determined in the Bond Order and
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not in excess of 102% of the principal amount to be redeemed, for such periods of
redemption as determined in the Bond Order.
Bonds of like maturity may be subject to mandatory redemption, by the
application of sinking fund installments, all as determined in the Bond Order.
All bonds subjectto mandatory sinking fund redemption shall be redeemed at a
redemption price equal to the principal amount thereof to be redeemed. The bond
registrar is hereby authorized and directed to mail notice of the mandatory sinking fund
redemption of bonds in the manner provided in this section.
Whenever bonds subject to mandatory sinking fund redemption are redeemed at
the option of the Village, the principal amount thereof so redeemed shall be credited
against the unsatisfied balance of future sinking fund installments or final maturity
amount established with respect to the bonds, in such amounts and against such
installments or final maturity amount as shall be determined by the Village in the
proceedings authorizing such optional redemption or, in the absence of such
determination, shall be credited against the unsatisfied balance of the applicable sinking
fund installments next ensuing, and with respect to which notice of redemption has not
yet been given.
On or prior to the 60th day preceding any sinking fund installment date, the
Village may purchase bonds subject to mandatory redemption on such sinking fund
installment date, at such prices as the Village shall determine. Any bond so purchased
shall be cancelled and the principal amount thereof so purchased shall be credited
against the unsatisfied balance of the next ensuing sinking fund installment.
In the event of the redemption of less than all the bonds of like maturity, the
aggregate principal amount thereof to be redeemed shall be $5,000 or an integral
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multiple thereof and the bond registrar shall assign to each bond of such maturity a
distinctive number for each $5,000 principal amount of such bond and shall select by lot
from the numbers so assigned as many numbers as, at $5,000 for each number, shall
equal the principal amount of such bonds to be redeemed. The bonds to be redeemed
shall be the bonds to which were assigned numbers so selected; provided that only so
much of the principal amount of each bond shall be redeemed as shall equal $5,000 for
each number assigned to it and so selected.
Notice of the redemption of bonds shall be mailed not less than 30 days nor more
than 60 days prior to the date fixed for such redemption to the registered owners of
bonds to be redeemed at their last addresses appearing on said registration books.
The bonds or portions thereof specified in said notice shall become due and payable at
the applicable redemption price on the redemption date therein designated, and if, on
the redemption date, moneys for payment of the redemption price of all the bonds or
portions thereof to be redeemed, together with interest to the redemption date, shall be
available for such payment on said date, and if notice of redemption shall have been
mailed as aforesaid (and notwithstanding any defect therein or the lack of actual receipt
thereof by any registered owner) then from and after the redemption date interest on
such bonds or portions thereof shall cease to accrue and become payable. If there
shall be drawn for redemption less than all of a bond, the Village shall execute and the
bond registrar shall authenticate and deliver, upon the surrender of such bond, without
charge to the owner thereof, in exchange for the unredeemed balance of the bond so
surrendered, bonds of like maturity and of the denomination of $5,000 or any integral
multiple thereof.
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The bond registrar shall not be required to transfer or exchange any bond after
notice of the redemption of all or a portion thereof has been mailed. The bond registrar
shall not be required to transfer or exchange any bond during a period of 15 days next
preceding the mailing of a notice of redemption that could designate for redemption all
or a portion of such bond.
Section 4. Sale and Delivery. Subject to the limitations contained in this
ordinance, authority is hereby delegated to the Authorized Officer to sell the bonds to
The Northern Trust Company, as underwriter. No award shall be made unless (i) the
purchase price bid is not less than 98% of the principal amount of bonds sold and
(ii) the present value debt service savings resulting from the sale of the bonds and the
refunding of the Prior Bonds is not less than 2.75% of the principal amount of the Prior
Bonds.
The sale and award of the bonds and the determination of the details of the
bonds shall be evidenced by the Bond Order. which shall be signed by the Authorized
Officer. An executed counterpart of the Bond Order shall be filed with the Village Clerk
and entered in the records of the Village.
The Authorized Officer is authorized to purchase a municipal bond insurance
policy with respect to the bonds and to provide for the payment of the policy premium
from the proceeds of sale of the bonds.
The Official Statement prepared with respect to the bonds is approved and
"deemed final" as of its date for purposes of Securities and Exchange Commission Rule
15(c)2-12 promulgated under the Securities Exchange Act of 1934.
The Village President. Village Clerk and other officials of the Village are
authorized and directed to do and perform, or cause to be done or performed for or on
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behalf of the Village each and every thing necessary for the issuance of the bonds.
including the proper execution and delivery of the bonds and the Official Statement.
Section 5. Execution and Authentication. Each bond shall be executed in
the name of the Village by the manual or authorized facsimile signature of its Village
President and the corporate seal of the Village. or a facsimile thereof, shall be thereunto
affixed or otherwise reproduced thereon and attested by the manual or authorized
facsimile signature of its Village Clerk.
In case any officer whose signature. or a facsimile of whose signature, shall
appear on any bond shall cease to hold such office before the issuance of the bond,
such bond shall nevertheless be valid and sufficient for aU purposes, the same as if the
person whose signature, or a facsimile thereof, appears on such bond had not ceased
to hold such office. Any bond may be signed, sealed or attested on behalf of the Village
by any person who, on the date of such act, shall hold the proper office, notwithstanding
that at the date of such bond such person may not have held such office. No recourse
shall be had for the payment of any bonds against any officer who executes the bonds.
Each bond shall bear thereon a certificate of authentication executed manually
by the bond registrar. No bond shall be entitled to any right or benefit under this
ordinance or shall be valid or obligatory for any purpose until such certificate of
authentication shall have been duly executed by the bond registrar.
Section 6. Transfer, Exchange and Registry. The bonds shall be
negotiable, subject to the provisions for registration of transfer contained herein. Each
bond shall be transferable only upon the registration books maintained by the Village for
that purpose at the corporate trust office of the bond registrar, by the registered owner
thereof in person or by his attorney duly authorized in writing, upon surrender thereof
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together with a written instrument of transfer satisfactory to the bond registrar and duly
executed by the registered owner or his duly authorized attorney. Upon the surrender
for transfer of any such bond, the Village shall execute and the bond registrar shall
authenticate and deliver a new bond or bonds registered in the name of the transferee,
of the same aggregate principal amount, maturity and interest rate as the surrendered
bond. Bonds, upon surrender thereof at the corporate trust office of the bond registrar,
with a written instrument satisfactory to the bond registrar, duly executed by the
registered owner or his attorney duly authorized in writing, may be exchanged for an
equal aggregate principal amount of bonds of the same maturity and interest rate and of
the denominations of $5,000 or any integral multiple thereof.
For -every such exchange or registration of transfer of bonds, the Village or the
bond registrar may make a charge sufficient for the reimbursement of any tax, fee or
other governmental charge required to be paid with respect to such exchange or
transfer, which sum or sums shall be paid by the person requesting such exchange or
transfer as a condition precedent to the exercise of the privilege of making such
exchange or transfer. No other charge shall be made for the privilege of making such
transfer or exchange. The provisions of the Illinois Bond Replacement Act shall govern
the replacement of lost, destroyed or defaced bonds.
The Village and the bond registrar may deem and treat the person in whose
name any bond shall be registered upon the registration books as the absolute owner of
such bond, whether such bond shall be overdue or not, for the purpose of receiving
payment of, or on account of, the principal of or interest thereon and for all other
purposes whatsoever, and all such payments so made to any such registered owner or
upon his order shall be valid and effectual to satisfy and discharge the liability upon
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such bond to the extent of the sum or sums so paid, and neither the Village nor the
bond registrar shall be affected by any notice to the contrary.
Section 7. General Obligations. The full faith and credit of the Village are
hereby irrevocably pledged to the punctual payment of the principal of and interest on
the bonds. The bonds shall be direct and general obligations of the Village, and the
Village shall be obligated to levy ad valorem taxes upon all the taxable property in the
Village for the payment of the bonds and the interest thereon, without limitation as to
rate or amount.
Section 8. Form of Bonds. The bonds shall be issued as fully registered
bonds and shall be in substantially the following form; the blanks to be appropriately
completed when the bonds are printed:
No.
United States of America
State of Illinois
County of Cook
VILLAGE OF MOUNT PROSPECT
GENERAL OBLIGATION LIBRARY REFUNDING BOND,
SERI ES 2006 .
INTEREST RATE
MATURITY DATE
DATED DATE
CUSIP
. % December 1, 20_ December _,2006
REGISTERED OWNER:
PRINCIPAL AMOUNT:
The VILLAGE OF MOUNT PROSPECT, a municipal corporation and a home rule
unit of the State of Illinois situate in the County of Cook, acknowledges itself indebted
and for value received hereby promises to pay to the registered owner of this bond, or
registered assigns, the principal amount specified above on the maturity date specified
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above, and to pay interest on such principal amount from the date hereof at the interest
rate per annum specified above, computed on the basis of a 360 day year consisting of
twelve 30 day months and payable in lawful money of the United States of America on
June 1, 2007 and semiannually thereafter on June 1 and December 1 in each year until
the principal amount shall have been paid, to the registered owner of record hereof as
of the 15th day of the calendar month next preceding such interest payment date, by
wire transfer pursuant to an agreement by and between the Village and the registered
owner, or otherwise by check or draft mailed to the registered owner at the address of
such owner appearing on the registration books maintained by the Village for such
purpose at the corporate trust office of Wells Fargo Bank, N.A., in the City of Chicago,
Illinois, as bond registrar or its successor (the "Bond Registrar"). This bond, as to
principal when due; will be payable in lawful money of the United States of America
upon presentation and surrender of this bond at the corporate trust office of the Bond
Registrar. The full faith and credit of the Village are irrevocably pledged for the punctual
payment of the principal of and interest on this bond according to its terms.
This bond is one of a series of bonds issued in the aggregate principal amount of
$ ,000, which are authorized and issued under and pursuant to Section 6 of
Article VII of the Illinois Constitution of 1970 and under and in accordance with an
ordinance adopted by the President and Board of Trustees of the Village on
December 5, 2006 and entitled: "Ordinance Authorizing the Issuance of Not to Exceed
$10,000,000 General Obligation Library Refunding Bonds, Series 2006, of the Village of
Mount Prospect, Illinois."
The bonds of such series maturing on or after December 1, 20_ are subject to
redemption prior to maturity at the option of the Village and upon notice as herein
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provided, in such principal amounts and from such maturities as the Village shall
determine and by lot within a single maturity, on 1, 20 and on
any date thereafter, at a redemption price equal to the principal amount thereof to be
redeemed.
The bonds of such series due December 1, 20_, are subject to mandatory
sinking fund redemption to the extent required to satisfy annual sinking fund
installments, in part by lot. at a redemption price equal to the principal amount thereof to
be redeemed, on December 1, 20_, and on each December 1 thereafter. in the
following amounts:
Year Principal Amount
Notice of the redemption of bonds will be mailed not less than 30 days nor more
than 60 days prior to the date fixed for such redemption to the registered owners of
bonds to be redeemed at their last addresses appearing on such registration books.
The bonds or portions thereof specified in said notice shall become due and payable at
the applicable redemption price on the redemption date therein designated, and if, on
the redemption date, moneys for payment of the redemption price of all the bonds or
portions thereof to be redeemed, together with interest to the redemption date, shall be
available for such payment on said date, and if notice of redemption shall have been
mailed as aforesaid (and notwithstanding any defect therein or the lack of actual receipt
thereof by any registered owner) then from and after the redemption date interest on
such bonds or portions thereof shall cease to accrue and become payable.
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This bond is transferable only upon such registration books by the registered
owner hereof in person, or by his attorney duly authorized in writing, upon surrender
hereof at the corporate trust office of the Bond Registrar together with a written
instrument of transfer satisfactory to the Bond Registrar duly executed by the registered
owner or by his duly authorized attorney, and thereupon a new registered bond or
bonds, in the authorized denominations of $5,000 or any integral multiple thereof and of
the same aggregate principal amount, maturity and interest rate as this bond shall be
issued to the transferee in exchange therefor. In like manner, this bond may be
exchanged for an equal aggregate principal amount of bonds of the same maturity and
interest rate and of any of such authorized denominations. The Village or the Bond
Registrar may make a charge sufficient for the reimbursement of any tax, fee or other
governmental charge required to be paid with respect to the transfer or exchange of this
bond. No other charge shall be made for the privilege of making such transfer or
exchange. The Village and the Bond Registrar may treat and consider the person in
whose name this bond is registered as the absolute owner hereof for the purpose of
receiving payment of, or on account of, the principal and interest due hereon and for all
other purposes whatsoever.
This bond shall not be valid or become obligatory for any purpose until the
certificate of authentication hereon shall have been duly executed by the Bond
Registrar.
It is hereby certified, recited and declared that all acts, conditions and things
required to be done, exist and be performed precedent to and in the issuance of this
bond in order to make it a legal, valid and binding obligation of the Village have been
done, exist and have been performed in regular and due time, form and manner as
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required by law, and that the series of bonds of which this bond is one, together with all
other indebtedness of the Village, is within every debt or other limit prescribed by law.
IN WITNESS WHEREOF, the Village of Mount Prospect has caused this bond to
be executed in its name and on its behalf by the manual or facsimile signature of its
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Village Pre$ident, and its corporate seal, or a facsimile thereof, to be hereunto affixed or
otherwise reproduced hereon and attested by the manual or facsimile signature of its
Village Clerk.
Dated: December ~, 2006
VILLAGE OF MOUNT PROSPECT
.
'1iv~ t tvdlh
Irvana K. Wilks
Mayor
Attest:
CERTIFICATE OF AUTHENTICATION
? . m
if~~~
M. Lisa Angell !..
Village Clerk
This bond is one of the General
Obligation Library Refunding Bonds,
Series 2006, described in the within
mentioned Ordinance.
WELLS FARGO BANK, N.A.,
as Bond Registrar
By
Authorized Signer
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ASSIGNMENT
For value received the undersigned sells, assigns and transfers unto
the within bond and hereby irrevocably constitutes and appoints
attorney to transfer the said bond on the books kept for registration thereof, with full
power of substitution in the premises.
Dated
Signature Guarantee:
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Section 9. Levy and Extension of Taxes. (A) For the purpose of providing
the money required to pay the interest on the bonds when and as the same falls due
and to pay and discharge the principal thereof (including mandatory sinking fund
installments) as the same shall mature, there is hereby levied upon all the taxable
property in the Village, in each year while any of the bonds shall be outstanding, a direct
annual tax sufficient for that purpose in addition to all other taxes, as follows:
Tax Levy Year
A Tax Sufficient to Produce
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
$ 550,000
550,000
550,000
550,000
550,000
550,000
550,000
550,000
550,000
1,250,000
1,800,000
1,800,000
1,800,000
1,800,000
1,800,000
1,800,000
(8) Interest or principal coming due at any time when there shall be
insufficient funds on hand to pay the same shall be paid promptly when due from
current funds on hand in advance of the collection of the taxes herein levied; and when
said taxes shall have been collected, reimbursement shall be made to the said funds in
the amounts thus advanced.
(C) After the sale of the bonds and the execution of the Bond Order, an
executed copy of the Bond Order and a copy of this ordinance, certified by the Village
Clerk, which certificate shall recite that this ordinance has been duly adopted, shall be
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filed with the County Clerk of Cook County, Illinois, who is hereby directed to ascertain
the rate per cent required to produce the aggregate tax hereinbefore provided to be
levied in the years 2006 to 2021, inclusive, subject to adjustment as provided in
paragraph (D) of this Section, and to extend the same for collection on the tax books in
connection with other taxes levied in said years, in and by the Village for general
corporate purposes of the Village, and in said years such annual tax shall be levied and
collected in like manner as taxes for general corporate purposes for said years are
levied and collected and, when collected, such taxes shall be used for the purpose of
paying the principal of and interest on the bonds herein authorized as the same become
due and payable.
(D) In the event that bonds are to be issued in principal amounts and bearing
interest such that for any tax levy year an amount less than that set forth in paragraph
(A) of this Section is required to be produced to pay when due the principal of and
interest on the bonds, then the Village Finance Director is authorized and directed to file
with the aforesaid County Clerk, on or prior to the date of delivery of the bonds, a
direction for abatement of taxes specifying the exact amount of taxes to be levied to
produce the required amounts for each of the various tax levy years.
Section 10. Taxes Levied for Prior Bonds. After the issuance of the bonds
authorized by this ordinance, the Village Finance Director shall file with the County
Clerk of Cook County, a certificate listing the Prior Bonds and the taxes theretofore
levied for the payment of the principal of and interest on the Prior Bonds payable after
December 1, 2006, and said certificate shall direct the abatement of such taxes.
Section 11. Escrow Deposit Agreement. The form of 2006 Escrow Deposit
Agreement by and between the Village and Wells Fargo Bank, N.A., as Escrow Agent,
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on file in the office of the Village Clerk, is hereby approved. The proper officers of the
Village are authorized and directed to execute and deliver the 2006 Escrow Deposit
Agreement on behalf of the Village.
Section 12. Application of Proceeds. The proceeds of sale of the bonds
(exclusive of accrued interest) shall be applied as follows:
1. To the Escrow Fund maintained under the 2006 Escrow Deposit
Agreement, the amount, together with other moneys (if any) of the Village
deposited therein, necessary to provide for the redemption of the Prior Bonds on
the June 1, 2012 redemption date and to provide for interest to become due and
payable on the Prior Bonds to the redemption date.
2. To the 2006 Expense Fund established by this ordinance, the
amount of such proceeds of sale remaining after making the foregoing deposit.
Section 13. Debt Service Fund. Moneys derived from taxes herein levied are
appropriated and set aside for the purpose of paying principal of and interest on the
bonds when and as the same come due. All of such moneys, and all other moneys to
be used for the payment of the principal of and interest on the bonds, shall be deposited
in the "2006 Debt Service Fund", which is hereby established as a special fund of the
Village and shall be administered as a bona fide debt service fund under the Internal
Revenue Code of 1986. All accrued interest received upon the issuance of the bonds
shall be deposited in the 2006 Debt Service Fund.
The moneys deposited or to be deposited into the 2006 Debt Service Fund,
including the tax receipts derived from the taxes levied pursuant to this ordinance, are
pledged as security for the payment of the principal of and interest on the bonds. The
pledge is made pursuant to Section 13 of the Local Government Debt Reform Act and
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shall be valid and binding from the date of issuance of the bonds. All such tax receipts
and the moneys held in the 2006 Debt Service Fund shall immediately be subject to the
lien of such pledge without any physical delivery or further act and the lien of such
pledge shall be valid and binding as against all parties having claims of any kind in tort,
contract or otherwise against the Village irrespective of whether such parties have
notice thereof.
Section 14. Expense Fund. The "2006 Expense Fund," is hereby established
as a special fund of the Village. Moneys in the 2006 Expense Fund shall be used for
the payment of costs of issuance of the bonds, but may thereafter be reappropriated
and used for other purposes if such reappropriation is permitted under Illinois law and
will not adversely affect the exclusion from gross income for federal income tax
purposes of interest on the bonds.
Section 15. Investment Regulations. No investment shall be made of any
moneys in the Escrow Fund, the 2006 Debt Service Fund or the 2006 Expense Fund
except in accordance with the tax covenants set forth in Section 16 of this ordinance.
All income derived from such investments in respect of moneys or securities in any
Fund shall be credited in each -case to the Fund in which such moneys or securities are
held.
. Any moneys in any Fund that are subject to investment yield restrictions may be
invested in United States Treasury Securities, State and Local Government Series,
pursuant to the regulations of the United States Treasury Department, Bureau of Public
Debt, or in any tax-exempt bond that is not an "investment property" within the meaning
of Section 148(b)(2) of the Internal Revenue Code of 1986. The Village Finance
Director and agents designated by him are hereby authorized to submit, on behalf of the
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Village, subscriptions for such United States Treasury Securities and to request
redemption of such United States Treasury Securities.
Section 16. Tax Covenants. The Village shall not take, or omit to take, any
action lawful and within its power to take, which action or omission would cause interest
on any bond to becom~ subject to federal income taxes in addition to federal income
taxes to which interest on such bond is subject on the date of original issuance thereof.
The Village shall not permit any of the proceeds of the bonds, or any facilities
financed with such proceeds, to be used in any manner that would cause .any bond to
constitute a "private activity bond" within the meaning of Section 141 of the Internal
Revenue Code of 1986.
The Village shall not permit any of the proceeds of the bonds or other moneys to
be invested in any manner that would cause any bond to constitute an "arbitrage bond"
within the meaning of Section 148 of the Internal Revenue Code of 1986 or a "hedge
bond" within the meaning of Section 149(g) of the Internal Revenue Code of 1986.
The Village shall comply with the provisions of Section 148(f) of the Internal
Revenue Code of 1986 relating to the rebate of certain investment earnings at periodic
intervals to the United States of America.
Section 17. Continuing Disclosure. For the benefit of the beneficial owners of
the bonds, the Village covenants and agrees to provide an annual report containing
certain financial information and operating data relating to the Village and to provide
notices of the occurrence of certain enumerated events, if material.
The annual report shall be filed with each Nationally Recognized Municipal
Securities Information Repository and with the Illinois state information depository, if
any, within 210 days after the close of the Village's fiscal year. The information to be
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contained in the annual report shall consist of the annual audited financial statement of
the Village and such additional information as noted in the Official Statement under the
caption "Continuing Disclosure." Each annual audited financial statement will conform
to generally accepted accounting principles applicable to governmental units and will be
prepared in accordance with standards of the Governmental Accounting Standards
Board. If the audited financial statement is not available, then an unaudited financial
statement shall be included in the annual report and the audited financial statement
shall be filed within 30 days after it becomes available.
The Village also covenants and agrees, for the benefit of the beneficial owners of
the bonds, to provide timely notice to each Nationally Recognized Municipal Securities
Information Repository and to the Illinois state information depository, if any, of any
failure of the Village to file any such annual report within the 210 day period and of the
occurrence of any of the following events with respect to the bonds, if material:
(1) principal and interest payment delinquencies; (2) non-payment related defaults;
(3) unscheduled draws on debt service reserves reflecting financial difficulties;
(4) unscheduled draws on credit enhancements reflecting financial difficulties;
(5) substitution of credit or liquidity providers, or their failure to perform; (6) adverse tax
opinions or events affecting the tax-exempt status of the bonds; (7) modifications to
rights of bondholders; (8) bond calls; (9) defeasances; (10) release, substitution or sale
of property securing repayment of the bonds; and (11) rating changes.
It is found and determined that the Village has agreed to the undertakings
contained in this Section in order to assist participating underwriters of the bonds and
brokers, dealers and municipal securities dealers in complying with Securities and
Exchange Commission Rule 15c2-12(b)(5) promulgated under the Securities Exchange
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Act of 1934. The chief financial officer of the Village is authorized and directed to do
and perform, or cause to be done or performed, for or on behalf of the Village, each and
every thing necessary to accomplish the undertakings of the Village contained in this
Section for so long as Rule 15c2-12(b)(5) is applicable to the bonds and the Village
remains an "obligated person" under the Rule with respect to the bonds.
The undertakings contained in this Section may be amended by the Village upon
a change in circumstances that arises from a change in legal requirements, change in
law, or change in the identity, nature or status of the obligated person, or type of
business conducted, provided that (a) the undertaking, as amended, would have
complied with the requirements of Rule 15c2-12(b)(5) at the time of the primary offering,
after taking into account any amendments or interpretations of the Rule, as well as any
change in circumstances and (b) in the opinion of nationally recognized bond counsel
selected by the Village, the amendment does not materially impair the interests of the
beneficial owners of the bonds.
Section 18. Bond Registrar. The Village covenants that it shall at all times
retain a bond registrar with respect to the bonds, that it will maintain at the designated
office of such bond registrar a place where bonds may be presented for payment and
registration of transfer or exchange and that it shall require that the bond registrar
maintain proper registration books and perform the other duties and obligations
. imposed upon the bond registrar by this ordinance in a manner consistent with the
standards, customs and practices of the municipal securities business.
The bond registrar shall signify its acceptance of the duties and obligations
imposed upon it by this ordinance by executing the certificate of authentication on any
bond, and by such. execution the bond registrar shall be deemed to have certified to the
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Village that it has all requisite power to accept, and has accepted such duties and
obligations not only with respect to the bond so authenticated but with respect to all the
bonds. The bond registrar is the agent of the Village and shall not. be liable in
connection with the performance of its duties except for its own negligence or default.
The bond registrar shall, however, be responsible for any representation in its certificate
of authentication on the bonds.
The Village may remove the bond registrar at any time. In case at any time the
bond registrar shall resign or shall be removed or shall become incapable of acting, or
shall be adjudged a bankrupt or insolvent, or if a receiver, liquidator or conservator of
the bond registrar, or of its property, shall be appointed, or if any public officer shall take
charge or control of the bond registrar or of its property or affairs, the Village covenants
and agrees that it will thereupon appoint a successor bond registrar. The Village shall
mail notice of any such appointment made by it to each registered owner of bonds
within twenty days after such appointment.
Section 19. Book-Entry System. In order to provide for the initial issuance of
the bonds in a form that provides for a system of book-entry only transfers, the
ownership of one fully registered bond for each maturity, in the aggregate principal
amount of such maturity, shall be registered in the name of Cede & Co., as a nominee
of The Depository Trust Company, as securities depository for the bonds. The Village
Finance Director is authorized to execute and deliver on behalf of the Village such
letters to, or agreements with, the securities depository as shall be necessary to
effectuate such book-entry system.
In case at any time the securities depository shall resign or shall become
incapable of acting, then the Village shall appoint a successor securities depository to
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provide a system of book-entry only transfers for the bonds, by written notice to the
predecessor securities depository directing it to notify its participants (those persons for
whom the securities depository holds securities) of the appointment of a successor
securities depository.
If the system of book-entry only transfers for the bonds is discontinued, then the
Village shall issue and the bond registrar shall authenticate, register and deliver to the
beneficial owners of the bonds, bond certificates in replacement of such beneficial
owners' beneficial interests in the bonds, all as shown in the records maintained by "the
securities depository.
Section 20. Defeasance and Payment of Bonds. (A) If the Village shall pay
or cause to be paid to the registered owners of the bonds, the principal and interest due
or to become due thereon, at the times and in the manner stipulated therein and in this
ordinance, then the pledge of taxes, securities and funds hereby pledged and the
covenants, agreements and other obligations of the Village to the registered owners and
the beneficial owners of the bonds shall be discharged and satisfied.
(B) Any bonds or interest installments appertaining thereto, whether at or prior
to the maturity or the redemption date of such bonds, shall be deemed to have been
paid within the meaning of paragraph (A) of this Section if (1) in case any such bonds
are to be redeemed prior to the maturity thereof, there shall have been taken all action
necessary to call such bonds for redemption and notice of such redemption shall have
been duly given or provision shall have been made for the giving of such notice, and
(2) there shall have been deposited in trust with a bank, trust company or national
banking association acting as fiduciary for such purpose either (i) moneys in an amount
which shall be sufficient, or (ii) "Federal Obligations" as defined in paragraph (C) of this
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Section, the principal of and the interest on which when due will provide moneys which,
together with any moneys on deposit with such fiduciary at the same time for such
purpose, shall be sufficient, to pay when due the principal of and interest due and to
become due on said bonds on and prior to the applicable redemption date or maturity
date thereof.
(C) As used in this Section, the term "Federal Obligations" means (i) non-
callable, direct obligations of the United States of America, (ii) non-callable and non-
prepayable, direct obligations of any agency of the United States of America, which are
unconditionally guaranteed by the United States of America as to full and timely
payment of principal and interest, (Hi) non-callable, non-prepayable coupons or interest
installments from the securities described in clause (i) or clause (ii) of this paragraph,
which are stripped pursuant to programs of the Department of the Treasury of the
. United .States of America, or (iv) coupons or interest installments stripped from bonds of
the Resolution Funding Corporation.
Section 21. Bank Qualified Designation. The Village hereby designates the
bonds as "qualified tax-exempt obligations" as defined in Section 265(b)(3)(B) of the
Internal Revenue Code of 1986. Such designation shall apply only if the bonds are
issued in 2006. The Village represents that the reasonably anticipated amount of
tax-exempt obligations that are required to be taken into account for the purpose of
Section 265(b)(3)(C) of the Code and will be issued by or on behalf of the Village and all
subordinate entities of the Village during 2006 does not exceed $10,000,000. The
Village covenants that it will not designate and issue more than $10,000,000 aggregate
principal amount of tax-exempt obligations in the year in which the bonds are issued.
For purposes of the two preceding sentences, the term "tax-exempt obligations"
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includes "qualified 501(c)(3) bonds" (as defined in the Section 145 of the Internal
Revenue Code of 1986) but does not include other "private activity bonds" (as defined in
Section 141 of the Internal Revenue Code of 1986).
Section 22. Ordinance to Constitute a Contract. The provisions of this
ordinance as supplemented by the Bond Order shall constitute a contract between the
Village and the registered owners of the bonds. Any pledge made in this ordinance and
the provisions, covenants and agreements herein set forth to be performed by or on
behalf of the Village shall be for the equal benefit, protection and security of the owners
of any and all of the bonds. All of the bonds, regardless of the time or times of their
issuance, shall be of equal rank without preference, priority or distinction of any of the
bonds over any other thereof except as expressly provided in or pursuant to this
ordinance. This ordinance shall constitute fun authority for the issuance of the bonds
and to the extent that the provisions of this ordinance conflict with the provisions of any
other ordinance or resolution of the Village, the provisions of this ordinance shall
control.. If any section, paragraph or provision of this ordinance shall be held to be
invalid or unenforceable for any reason, the invalidity or unenforceability of such
section, paragraph or provision shall not affect any of the remaining provisions of this
ordinance.
Section 23. Publication. The Village Clerk is hereby authorized and directed
to publish this ordinance in pamphlet form and to file copies thereof for public inspection
in her office.
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Section 24. Effective Date. This ordinance shall become effective upon its
passage and approval.
Passed and adopted this 5th day of December, 2006, by roll call vote as follows:
Ayes: Corcoran, Hoefert, Korn,'Lonrstorfer, Skowron, Zadel
List
Names
Nays:
None
Approved: December 5, 2006
Mayor
Published in pamphlet form: December 6, 2006
(SEAL)
Attest:
Village Clerk
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