HomeMy WebLinkAbout8.1 1st reading of AN ORDINANCE PROVIDING FOR THE ISSUANCE OF GENERAL OBLIGATION REFUNDING BONDS, IN ONE OR MORE SERIES, OF THE VILLAGE OF MOUNT PROSPECT, COOK COUNTY, ILLINOIS FOR THE PURPOSE OF FINANCNG THE COSTS OF REFUNDING CERTAIN OUTSTANDING OBLIGATMr�GauC �'d'+rt;�iect
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Subject Ist reading of AN ORDINANCE PROVIDING FOR
THE ISSUANCE OF OBLIGATION
REFUNDING BONDS, ONE OR •.
OF OF • PROSPECT,. COOK
COUNTY, ILLINOIS• . THE PURPOSE OF
COSTSFINANCNG THE OF •
OUTSTANDING OBLIGATIONS
PROVIDING FOR THE LEVY AND COLLECTION OF
A DIRECT ANNUAL TAX SUFFICIENT TO PAY THE
PRINCIPAL OF AND INTEREST ON SAID BONDS,,
AND AUTHORIZING PROPOSEDOF
SAID BONDS TO THE PURCHASER THEREOF.
Meeting April A• MEETING OF THE MOUNT
PROSPECT •A'
Fiscal Impact
Dollar Amount
Budget Source
Category NEW BUSINESS
Type Ordinance
The Village can refinance its existing debt if the market is offering lower interest
rates for the new bonds. At those occasions, the Village can issue new bonds at a
lower rate and payoff the old bonds originally issued at a higher rate. The process
allows the Village to capture savings in terms of future interest payments.
However, the Village can payoff originally issued bonds only on call dates. A call
date is the date on which refunding of original bonds are allowed. Unlike home
mortgages, the municipal bonds cannot be refinanced at any time. In addition,
starting 2016, advanced refunding of tax-exempt bond is prohibited. Previously,
many municipal agencies were advance -refunding the exempt bonds and there
were multiple issues outstanding with a significant amount of overlap, where the
newer bonds were issued way ahead of the call date and practically for a single
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project. There were multiple bond issues outstanding where the IRS was losing
income tax revenue due to tax-exempt status of bonds. Now, advanced refunding
is only allowed within 90 days of the call date. If the refunding is done prior to 90
days of call date, the bonds will lose its tax-exempt status and the rate of interest
can be much higher as well as the Village will be subject to a lawsuit from the
bondholders.
The Village had issued General Obligation Bonds totaling $9.8 million for flood
control projects in 2013. The interest rate on these bonds range from 3.0% to
4.13%. These bonds have a call date of December 11 2022. As of today,
$8,195,000 is outstanding in principal amount for these bonds. The current bond
market is offering attractive rates. The Village issued water/sewer bonds in
January 2022 and was able to get an effective rate of 2.14%. Since then, the
interest rates have increased. If the Village issues new bonds today, the effective
rate can be around 2.35% to 2.5%. The Federal Government has announced that
they may be executing as many as seven rate increases in the prime rate. Due to
current market conditions as well as expected rate increases, the refunding might
not be as attractive as it is today.
To overcome the compliance issues with the advanced refunding, as well as to
capture the savings offered by the current market, the Village can approve an
ordinance for refunding 2013 bonds with forward delivery and it is summarized as
below:
• Forward delivery approach will lock the interest rate as soon as possible, but
it will allow us to wait until the current refunding window opens (From
September 2, 2022 to December 1, 2022).
• The approach will minimize the interest rate risk. The escrow period is much
shorter with forward delivery and it also minimizes the negative arbitrage. If
new bonds are issued on September 1 but the old bonds cannot be paid off
before December 1, the bond proceeds stays in an escrow account for three
months. If the bond proceeds stays in an escrow account for a longtime, it
earns a very little interest while the outstanding bonds are accruing interest
at a higher rate, which creates a negative arbitrage. With forward delivery,
the timelines can be designed in a way that issuance of new bonds and
paying off old bonds are coordinated and the bond proceeds do not have to
sit in an escrow account for long time, which minimizes the negative
arbitrage.
• The approach will also be executed as a private placement (negotiated)
rather than a competitive bidding. This approach will minimize the issuance
costs and will not involve credit rating agencies.
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• The approach will require a forward delivery premium up to 0.05% per
month.
The current rates will allow the Village to capture the debt service (interest)
savings of $725,219. If the Village waits until the refunding window opens up
(from September to December), the rates may go up by 50 basis points (effective
rate of 2.85%), and the savings might be reduced from $725,219 to $443,219.
With the forward delivery approach, the Village is expected to achieve an effective
rate of 2.55% and capture interest savings of $613,319. The forward delivery
approach is expected to generate additional savings of $170,100 in the interest
costs.
Alternatives
1. Approve the attached ordinance allowing the advanced refunding of 2013
Refunding Bonds.
2. Action at the discretion of the Village Board.
Staff Recommendation
Adopt the attached ordinance providing for the issuance of General Obligation
Refunding Bonds, in one or more series, of the Village of Mount Prospect, Cook
County, Illinois, for the purpose of financing the costs of refunding certain
outstanding obligations of the Village, providing for the levy and collection of a
direct annual tax sufficient to pay the principal of and interest on said Bonds, and
authorizing the proposed sale of said Bonds to the purchaser thereof.
ATTACHMENTS:
PARAMETERS ORDINANCE 2022.pdf
KI
ORDINANCE NUMBER
AN ORDINANCE providing for the issuance of not to exceed
$8,500,000 General Obligation Refunding Bonds, in one or more
series, of the Village of Mount Prospect, Cook County, Illinois, for
the purpose of financing the costs of refunding certain outstanding
obligations of the Village, providing for the levy and collection of
a direct annual tax sufficient to pay the principal of and interest on
said Bonds, and authorizing the proposed sale of said Bonds to the
purchaser thereof.
Adopted by the Mayor and Board of
Trustees on the 5th day of April,
2022.
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ORDINANCE NUMBER
AN ORDINANCE providing for the issuance of not to exceed
$8,500,000 General Obligation Refunding Bonds, in one or more
series, of the Village of Mount Prospect, Cook County, Illinois, for
the purpose of financing the costs of refunding certain outstanding
obligations of the Village, providing for the levy and collection of
a direct annual tax sufficient to pay the principal of and interest on
said Bonds, and authorizing the proposed sale of said Bonds to the
purchaser thereof.
WHEREAS, by virtue of its population, and pursuant to the provisions of Section 6 of
Article VII of the Constitution of the State of Illinois, the Village of Mount Prospect, Cook
County, Illinois (the "Village"), is a home rule unit and may exercise any power or perform any
function pertaining to its government and affairs including, but not limited to, the power to tax
and to incur debt; and
WHEREAS, pursuant to the provisions of said Section 6, the Village has the power to
incur debt payable from ad valorem property tax receipts or from any other lawful source and
maturing within 40 years from the time it is incurred without prior referendum approval; and
WHEREAS, the Mayor and Board of Trustees of the Village (collectively, the "Corporate
Authorities") have heretofore determined and do hereby determine that it is advisable, necessary
and in the best interests of the residents of the Village to issue its general obligation bonds in the
aggregate issued amount not to exceed $8,500,000 to (i) current refund certain outstanding
obligations of the Village, and (ii) pay certain costs of issuance of the Bonds (as such term is
hereinafter defined), all for the benefit of the inhabitants of the Village; and
WHEREAS, the estimated cost to provide for the Refunding, together with related legal,
financial, purchase discount, printing and publication costs, and other expenses preliminary to
and in connection with the Refunding (collectively, the "Costs"), is not more than $8,500,000,
and there are insufficient funds on hand and lawfully available to pay such costs; and
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WHEREAS, the Village has previously issued its General Obligation Bonds, Series 2013,
dated September 10, 2013 (the "Prior Bonds"), for the purpose of providing funds to (i) construct
various public sector flood control projects throughout the Village (the "Prior Project"), and
(ii) pay certain costs of issuance of the Prior Bonds; and
WHEREAS, in order to either achieve debt service savings or restructure the outstanding
debt of the Village, it is in the best interests of the Village to current refund certain of the Prior
Bonds (the "Refunding") to an amount not to exceed $8,500,000. The Village does not have
sufficient funds on hand or available from other sources with which to pay the costs associated
with the Refunding; and
WHEREAS, in accordance with the terms of the Prior Bonds, certain of the Prior Bonds
may be called for redemption in advance of their maturity (the "Refunded Bonds"), and it is
necessary and desirable to make such call for the redemption of such Prior Bonds on their
earliest practicable call date, and provide for the giving of proper notice to the registered owners
of such Prior Bonds; and
WHEREAS, this Ordinance, adopted pursuant to Section 6 of Article VII of the
Constitution of the State of Illinois and the Municipal Code of the Village, provides authority for
the Village acting by the Corporate Authorities to issue the Bonds:
NOW THEREFORE, BE IT ORDAINED BY THE MAYOR AND BOARD OF
TRUSTEES OF THE VILLAGE OF MOUNT PROSPECT, COOK COUNTY, ILLINOIS, IN
EXERCISE OF ITS HOME RULE POWERS, AS FOLLOWS:
Section 1. Incorporation of Preamble. The Corporate Authorities hereby find that all
of the recitals contained in the preambles to this Ordinance are full, true and correct and do
hereby incorporate such recitals into this Ordinance by this reference.
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Section 2. Findings; Issuance of Bonds. The Corporate Authorities hereby find and
determine that it is necessary and in the best interest of the Village and necessary for the welfare
of the government and affairs of the Village, the proper public purposes of the Village and in the
public interest to issue, in one or more series, general obligation bonds of the Village in an
amount not to exceed $8,500,000 for the purpose of funding the costs of the Refunding and the
costs of the Village in connection with the issuance of such bonds.
Section 3. Bond Details. There shall be borrowed on the credit of and for and on
behalf of the Village, an aggregate principal amount not to exceed $8,500,000 for the purposes
aforesaid and that the Village shall issue, in one or more series, in the name of the Village its
"General Obligation Refunding Bonds" (the "Bonds"). The Bonds are authorized to be
delivered on or after September 7, 2022.
The Bonds shall be issued in the form of a separate single authenticated fully registered
bond for the aggregate principal amount of each separate maturity of the Bonds. The Bonds
shall bear the date of authentication; shall be in minimum denominations of $100,000 and
multiples of $5,000 in excess thereof, numbered consecutively from 1 upward and dated as set
forth in the hereinafter described Bond Notification; and interest on the Bonds shall be payable
semiannually on each June 1 and December 1 of each year or such other date as provided in a
Bond Notification (as hereinafter defined), commencing not earlier than December 1, 2022 (such
interest computed upon the basis of a 360 -day year of twelve 30 -day months). The Bonds shall
become due and payable (subject to prior redemption, if any, as set forth in the Bond
Notification) on December 1 over a period ending not later than December 1, 2033 and in an
amount not exceeding $920,000 per year, all as further detailed in the Bond Notification
executed by the Designated Representatives (as hereinafter defined); provided, however, that no
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Bond shall bear interest at a rate per annum in excess of five percent (5.00%). The Designated
Representatives are hereby given full authority to execute and deliver a Bond Notification for
and on behalf of the Village as herein provided. The Bond Notification shall be made a part of
the transcript of the proceedings related to the issuance of the Bonds.
Interest on the Bonds shall be payable from the interest payment date to which interest
has been paid next preceding the authentication date of the Bonds unless the Bonds are
authenticated after the fifteenth (15th) day next preceding an interest payment date and on or
before such interest payment date in which case they shall bear interest from such interest
payment date, or unless the Bonds are authenticated on or before the fifteenth (15th) day next
preceding the first interest payment date, in which case they shall bear interest from the original
date of the issuance of the Bonds, until the principal shall be fully paid. All payments of interest
on the Bonds shall be paid by check, mailed one business day prior to the interest payment date
to the registered owners thereof as the names appear as of the fifteenth (15th) day next preceding
the interest payment date and at the addresses as they appear on the registration books kept by
the Registrar (as hereinafter defined) or at such other address as is provided to the Paying Agent
(as hereinafter defined) in writing by such registered owner.
The principal of the Bonds shall be payable at the office maintained for such purpose by
the Paying Agent. All payments on the Bonds shall be made in any coin or currency of the
United States of America that on the date of such payment shall be legal tender for the payment
of public and private debts. If payment of principal or interest is made to a depository, payment
shall be made by wire transfer on the payment date in same-day funds. If the payment date
occurs on a date when financial institutions are not open for business, the wire transfer shall be
made on the next succeeding business day. The Paying Agent shall be instructed to wire transfer
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payments by 1:00 p.m. (New York City time) so such payments are received at the depository by
2:30 p.m. (New York City time).
Section 4. Registrar and Pang Agent.
(a) General. The Village Treasurer, the Purchaser (as hereinafter defined) or a bank
or trust company with an office located in the State of Illinois, the State of Minnesota or the State
of Missouri, as set forth in the Bond Notification (the "Registrar" or "Paying Agent") is hereby
appointed to serve as registrar and paying agent for the Bonds. The Registrar is hereby charged
with the responsibility of authenticating the Bonds. The Mayor, the Treasurer of the Village (the
"Village Treasurer"), and the Village Clerk of the Village (the "Village Clerk") are hereby
authorized to enter into such agreements or understandings with the Registrar as will enable the
institution to perform the services required of a registrar and paying agent. The Mayor and
Village Treasurer are further authorized to pay such fees as the Registrar may charge for the
services it provides as Registrar and Paying Agent, and such fees may be paid from the fund
established to pay the principal of and interest on the Bonds.
Each Bond shall be transferable or exchangeable only upon the books of the Village kept
for that purpose at the office maintained for such purpose by the Registrar by the registered
owner in person, or by its attorney duly authorized in writing, upon surrender of such Bond
together with a written instrument of transfer or exchange satisfactory to the Registrar duly
executed by the registered owner, or its attorney duly authorized in writing, and thereupon a new
fully registered bond or bonds in an authorized aggregate principal amount and of the same
maturity, shall be executed and delivered in the name of the transferee or transferees or the
registered owner, as the case may be, in exchange therefor. The Registrar shall not be required
to transfer or exchange any Bond during the period beginning at the close of business on the
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fifteenth (15th) day next preceding an interest payment date on such Bond and ending on such
interest payment date, or after notice calling such Bond for redemption has been mailed, or
during the fifteen (15) day period next preceding mailing of notice of redemption of any Bonds.
The costs of such transfer or exchange shall be borne by the Village except for any tax or
governmental charge required to be paid with respect to the transfer or exchange, which taxes or
governmental charges are payable by the person requesting such transfer or exchange. The
Village, the Registrar and the Paying Agent for the Bonds may treat and consider the person in
whose name such Bonds are registered as the absolute owner thereof for all purposes, including
for the purpose of receiving payment of, or on account of, the principal thereof and interest due
thereon.
The Registrar and Paying Agent may at any time resign as registrar and paying agent
upon giving 30 days' notice in writing to the Village and by first class mail to each registered
owner of the Bonds then outstanding, and such resignation will take effect at the end of such
30 -day period or upon the earlier appointment of a successor registrar and paying agent by the
Village. Any such notice to the Village may be served personally or sent by registered mail.
The Registrar and Paying Agent may be removed at any time as registrar and paying agent by the
Village, in which event the Village may appoint a successor registrar and paying agent for the
Bonds. The Village shall notify each registered owner of the Bonds then outstanding by first
class mail of the removal of the registrar and paying agent. Notices to the registered owners of
the Bonds shall be deemed to be given when mailed by first class mail to the addresses of such
registered owners as they appear on the registration books kept by the Registrar.
Upon the appointment of any successor registrar and paying agent by the Village, the
Mayor, the Village Treasurer or the Village Clerk are authorized and directed to enter into such
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agreements and understandings with such successor registrar and paying agent as will enable the
institution to perform the services required of a registrar and paying agent for the Bonds. The
Mayor and Village Treasurer are further authorized to pay such fees as the successor registrar
and paying agent may charge for the services it provides as registrar and paying agent and such
fees may be paid from the fund established to pay the principal and interest on the Bonds as
fiscal agency charges.
Any predecessor registrar and paying agent shall deliver all of the Bonds and any cash or
investments in its possession with respect thereto, together with the registration books, to the
successor registrar and paying agent.
(b) Book Entry System. This subsection shall apply, if at all, as set forth in the Bond
Notification. The Village has determined that it is beneficial to the Village to have the Bonds
held by a central depository system pursuant to an agreement between the Village and The
Depository Trust Company, New York, New York ("Depository Trust Company") and have
transfers of the Bonds effected by book -entry on the books of the central depository system
("Book Entry System"). The Bonds shall be initially issued in the form of a separate single
authenticated fully registered Bond for the aggregate principal amount of each separate maturity
of the Bonds. Upon initial issuance, the ownership of such Bonds shall be registered in the
register kept by the Registrar in the name of CEDE & CO., as nominee of the Depository Trust
Company.
With respect to the Bonds registered in the register kept by the Registrar in the name of
CEDE & CO., as nominee of the Depository Trust Company, the Village and the Paying Agent
shall have no responsibility or obligation to any other holders or owners (including any
beneficial owner ("Beneficial Owner")) of the Bonds with respect to (i) the accuracy of the
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records of the Depository Trust Company, CEDE & CO., or any Beneficial Owner with respect
to ownership questions, (ii) the delivery to any bondholder (including any Beneficial Owner) or
any other person, other than the Depository Trust Company, of any notice with respect to the
Bonds, including any notice of redemption, or (iii) the payment to any bondholder (including any
Beneficial Owner) or any other person, other than the Depository Trust Company, of any amount
with respect to the principal of, or premium, if any, or interest on the Bonds except as otherwise
provided herein.
So long as the Bonds are registered in the name of CEDE & CO., as nominee of the
Depository Trust Company, no person other than the Depository Trust Company shall receive an
authenticated Bond evidencing an obligation of the Village to make payments of the principal of
and premium, if any, and interest on the Bonds pursuant to this Ordinance. The Village and the
Registrar and Paying Agent may treat as and deem the Depository Trust Company or CEDE &
CO. to be the absolute bondholder of each of the Bonds for the purpose of (i) payment of the
principal of and premium, if any, and interest on such Bonds; (ii) giving notices of redemption
and other notices permitted to be given to bondholders with respect to such Bonds;
(iii) registering transfers with respect to such Bonds; (iv) obtaining any consent or other action
required or permitted to be taken of or by bondholders; (v) voting; and (vi) for all other purposes
whatsoever. The Paying Agent shall pay all principal of and premium, if any, and interest on the
Bonds only to or upon the order of the Depository Trust Company, and all such payments shall
be valid and effective fully to satisfy and discharge the Village's and the Paying Agent's
obligations with respect to principal of and premium, if any, and interest on the Bonds to the
extent of the sum or sums so paid. Upon delivery by the Depository Trust Company to the
Village of written notice to the effect that the Depository Trust Company has determined to
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substitute a new nominee in place of CEDE & CO., and subject to the provisions herein with
respect to consents, the words "CEDE & CO." in this Ordinance shall refer to such new nominee
of the Depository Trust Company. Notwithstanding any other provision hereof to the contrary,
so long as any Bond is registered in the name of CEDE & CO., as nominee of the Depository
Trust Company, all payments with respect to the principal of and premium, if any, and interest
on such Bonds and all notices with respect to such Bonds shall be made and given, respectively,
to the Depository Trust Company as provided in a representation letter from the Village to the
Depository Trust Company.
Upon receipt by the Village of written notice from the Depository Trust Company to the
effect that the Depository Trust Company is unable or unwilling to discharge its responsibilities
and no substitute depository willing to undertake the functions of the Depository Trust Company
hereunder can be found which is willing and able to undertake such functions upon reasonable
and customary terms, then the Bonds shall no longer be restricted to being registered in the
register of the Village kept by the Registrar in the name of CEDE & CO., as nominee of the
Depository Trust Company, but may be registered in whatever naive or names the bondholders
transferring or exchanging the Bonds shall designate, in accordance with the provisions of this
Ordinance.
If the Village determines that it is in the best interest of the bondholders that they be able
to obtain certificates for the fully registered Bonds, the Village may notify the Depository Trust
Company and the Registrar, whereupon the Depository Trust Company will notify the Beneficial
Owners of the availability through the Depository Trust Company of certificates for the Bonds.
In such event, the Registrar shall prepare, authenticate, transfer and exchange certificates for the
Bonds as requested by the Depository Trust Company and any Beneficial Owners in appropriate
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amounts, and whenever the Depository Trust Company requests the Village and the Registrar to
do so, the Registrar and the Village will cooperate with the Depository Trust Company by taking
appropriate action after reasonable notice to (i) make available one or more separate certificates
evidencing the fully registered Bonds of any Beneficial Owner's Depository Trust Company
account or (ii) arrange for another securities depository to maintain custody of certificates for
and evidencing the Bonds.
If the Bonds shall no longer be restricted to being registered in the name of the
Depository Trust Company, the Registrar shall cause said Bonds to be printed in blank in such
number as the Registrar shall determine to be necessary or customary; provided, however, that
the Registrar shall not be required to have such Bonds printed until it shall have received from
the Village indemnification for all costs and expenses associated with such printing.
Section 5. Redemption.
(a) Optional Redemption. If so provided in the Bond Notification, the Bonds may be
subject to redemption prior to maturity at the option of the Village, from any available funds, in
whole or in part, in integral multiples of $5,000, in any order of their maturity as determined by
the Village (less than all of the Bonds of a single maturity to be selected by the Registrar and
within any maturity by lot), on the date of redemption provided in the Bond Notification and on
any date thereafter, at the redemption price of par plus accrued interest to the redemption date.
(b) Mandatory Redemption. The Bonds may be subject to mandatory redemption as
set forth in the Bond Notification.
(c) General. For any such redemptions, the Bonds shall be redeemed only in the
principal amount of $5,000 and integral multiples thereof The Village shall, at least thirty (30)
days prior to the redemption date (unless a shorter time period shall be satisfactory to the
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Registrar), notify the Registrar of such redemption date and of the principal amount and maturity
or maturities of Bonds to be redeemed. For purposes of any redemption of less than all of the
outstanding Bonds of a single maturity, the particular Bonds or portions of Bonds to be redeemed
shall be selected by lot not more than sixty (60) days prior to the redemption date by the
Registrar, by such method of lottery as the Registrar shall deem fair and appropriate; provided
that such lottery shall provide for the selection for redemption of Bonds or portions of Bonds in
principal amounts of $5,000 and integral multiples thereof.
The Registrar shall promptly notify the Village in writing of the Bonds or portions of
Bonds selected for redemption and, in the case of any Bond selected for partial redemption, the
principal amount thereof to be redeemed.
Section 6. Redemption Procedure. For any such redemptions, unless waived by the
registered owner of Bonds to be redeemed, official notice of the call for any such redemption
shall be given by the Registrar on behalf of the Village by mailing the redemption notice by first
class mail at least thirty (30) days and not more than sixty (60) days prior to the date fixed for
redemption to the registered owner of the Bond or Bonds to be redeemed at the address as it
appears on the registration books kept by the Registrar or at such other address as is furnished in
writing by such registered owner to the Registrar.
All official notices of redemption shall state:
(i) the redemption date,
(ii) the redemption price,
(iii) the identification by CUSIP numbers, if applicable, and maturity dates
(and, in the case of partial redemption of Bonds within a maturity, the respective
principal amounts) of the Bonds to be redeemed,
(iv) a statement that on the redemption date the redemption price will become
due and payable upon each such Bond or portion thereof called for redemption, and that
interest thereon shall cease to accrue from and after said date,
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(v) the place where such Bonds are to be surrendered for payment of the
redemption price, which place of payment shall be the office maintained for such purpose
by the Registrar, and
(vi) such other information then required by custom, practice or industry
standard.
Prior to any redemption date, the Village shall deposit with the Registrar an amount of
money sufficient to pay the redemption price of all the Bonds or portions of Bonds which are to
be redeemed on such redemption date.
Unless moneys sufficient to pay the redemption price of the Bonds to be redeemed shall
have been received by the Registrar prior to the giving of such notice of redemption, such notice
may, at the option of the Village, state that said redemption shall be conditioned upon the receipt
of such moneys by the Registrar on or prior to the date fixed for redemption. If such moneys are
not received, such notice shall be of no force and effect, the Village shall not redeem such
Bonds, and the Registrar shall give notice, in the same manner in which the notice of redemption
was given, that such moneys were not so received and that such Bonds will not be redeemed.
Official notice of redemption having been given as aforesaid, the Bonds or portions of
Bonds so to be redeemed shall, on the redemption date, become due and payable at the
redemption price therein specified, and from and after such date (unless the Village shall default
in the payment of the redemption price) such Bonds or portions of Bonds shall cease to bear
interest. Neither the failure to mail such redemption notice, nor any defect in any notice so
mailed to any particular registered owner of a Bond, shall affect the sufficiency of such notice
with respect to other registered owners. Notice having been properly given, failure of a
registered owner of a Bond to receive such notice shall not be deemed to invalidate, limit or
delay the effect of the notice or redemption action described in the notice. Such notice may be
waived in writing by a registered owner of a Bond entitled to receive such notice either before or
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after the event, and such waiver shall be the equivalent of such notice. Waivers of notice by
registered owners shall be filed with the Registrar, but such filing shall not be a condition
precedent to the validity of any action taken in reliance upon such waiver. Upon surrender of
such Bonds for redemption in accordance with said notice, such Bonds or portions being
redeemed shall be paid by the Registrar at the redemption price. Installments of interest due on
or prior to the redemption date shall be payable as herein provided for the payment of interest.
Upon surrender for any partial redemption of any Bond, there shall be prepared for the registered
owner a new Bond or Bonds of the same maturity in the amount of the unpaid principal, of like
tenor, of authorized denominations, and bearing the same rate of interest.
If any Bond or portion of a Bond called for redemption shall not be so paid upon
surrender thereof for redemption, the principal and premium, if any, shall, until paid or duly
provided for, bear interest from the redemption date at the rate borne by the Bond or portion of a
Bond so called for redemption. All Bonds which have been redeemed shall be canceled and
destroyed by the Registrar and shall not be reissued.
In addition to the foregoing notice, further notice shall be given by the Registrar on
behalf and at the expense of the Village as set out below, but no defect in said further notice nor
any failure to give all or any portion of such further notice shall in any manner defeat the
effectiveness of a call for redemption if notice thereof is given as above prescribed.
Each further notice of redemption given hereunder shall contain the information required
above for an official notice of redemption plus (a) the CUSIP numbers of all Bonds being
redeemed; (b) the date of issue of the Bonds as originally issued; (c) the rate of interest borne by
each Bond being redeemed; (d) the maturity date of each Bond being redeemed; and (e) any
other descriptive information needed to identify accurately the Bonds being redeemed.
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Upon the payment of the redemption price of Bonds being redeemed, each check or other
transfer of funds issued for such purpose shall bear the CUSIP number identifying, by issue and
maturity, the Bonds being redeemed with the proceeds of such check or other transfer.
Section 7. Execution and Negotiability. Each of the Bonds shall be executed in the
name of the Village by the manual or facsimile signature of the Mayor, and the seal of the
Village shall be affixed, imprinted, engraved or otherwise reproduced thereon and attested by
the manual or facsimile signature of the Village Clerk. In case any officer whose signature or
facsimile signature appears on the Bonds shall cease to be such officer before the delivery of the
Bonds, the signature of such officer shall nevertheless be valid and sufficient for all purposes
the same as if such officer had remained in office until such delivery.
The Bonds shall have all of the qualities and incidents of negotiable instruments under
the laws of the State of Illinois, subject to the provisions for registration herein.
The Bonds shall also be authenticated by the manual signature of the Registrar and no
Bond shall be valid or become obligatory for any purpose until the certificate of authentication
thereon has been so executed.
Section 8. Form of Bonds. The form and tenor of the Bond shall be substantially as
follows, all blanks to be filled in properly prior to delivery:
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18
REGISTERED
NO R-_
UNITED STATES OF AMERICA
STATE OF ILLINOIS
COUNTY OF COOK
VILLAGE OF MOUNT PROSPECT
GENERAL OBLIGATION REFUNDING BOND, SERIES 20
Interest Maturity Original Authentication
Rate Date Date Date
December 1,
REGISTERED OWNER: [CEDE & CO.]
PRINCIPAL SUM:
REGISTERED
CUSIP
The Village of Mount Prospect, in Cook County, Illinois (the "Village"), for value
received, hereby promises to pay to the Registered Owner named above or registered assigns, the
Principal Sum set forth above on the Maturity Date set forth above (unless this bond be subject
to and be called for redemption prior to maturity as hereinafter provided), and to pay interest
hereon (computed on the basis of a 360 -day year of twelve 30 -day months) at the Interest Rate
per annum stated above from the interest payment date to which interest has been paid next
preceding the Authentication Date of this bond unless this bond is authenticated after the
fifteenth (15th) day next preceding an interest payment date and on or before such interest
payment date in which case it shall bear interest from such interest payment date or unless this
bond is authenticated on or before the fifteenth (15th) day next preceding the first interest
payment date, in which case it shall bear interest from the Original Date, until the principal is
paid, which interest is payable semiannually on June 1 and December I in each year, beginning
on , 20_.
This bond is one of an authorized issue of "General Obligation Refunding Bonds,
Series 20_" (the "Bonds") of the Village of like date, tenor and effect, except as to rates of
interest and dates of maturity; aggregating Dollars ($ ); numbered
consecutively from R-1 up; issued for the purpose of paying the costs of the Refunding (as
defined in the hereinafter defined Ordinance) and the issuance the Bonds. This bond is issued
pursuant to a Bond Ordinance adopted by the Mayor and the Board of Trustees of said Village
(collectively, the "Corporate Authorities") on the 5th day of April, 2022 and a Notification of
Sale (the "Bond Notification") executed on the day of , 2022 (collectively, the
"Ordinance") by the Mayor of said Village pursuant thereto and in accordance with Section 6 of
Article VII of the Illinois Constitution of 1970 and the Municipal Code of the Village, the
proceeds of which are to be applied solely to pay the costs of the Refunding and the issuance of
the Bonds.
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[Optional and mandatory redemption provisions, if applicable.]
This bond is transferable or exchangeable only upon the books of the Village kept for that
purpose at the office maintained for such purpose by the Registrar by the registered owner hereof
in person, or by its attorney duly authorized in writing, upon surrender of this bond together with
a written instrument of transfer or exchange satisfactory to the Registrar duly executed by the
registered owner, or its attorney duly authorized in writing, and thereupon a new fully registered
bond or bonds in an authorized aggregate principal amount and of the same maturity, shall be
executed and delivered in the name of the transferee or transferees or to the registered owner, as
the case may be, in exchange therefor. The Registrar shall not be required to transfer or
exchange this bond during the period beginning at the close of business on the fifteenth (15th)
day next preceding an interest payment date on this bond and ending on such interest payment
date. The Village, the Registrar, the Paying Agent (as hereinafter defined) and any other
registrar or paying agent for this bond may treat and consider the person in whose name this
bond is registered as the absolute owner hereof for all purposes, including for the purpose of
receiving payment of, or on account of, the principal hereof and interest due hereon.
THE OWNER OF THIS BOND, BY THE ACCEPTANCE HEREOF, HEREBY
AGREES TO ALL THE TERMS AND PROVISIONS CONTAINED IN THE ORDINANCE.
Bonds maturing in any one year are issuable only in fully registered form in a minimum
denomination of $100,000 and integral multiples of $5,000 in excess thereof.
The principal of this bond is payable at the office maintained for such purpose by
(the "Registrar" or "Paying Agent"). All payments of
interest on this bond shall be paid by check, mailed one (1) business day prior to the interest
payment date to the registered owner hereof as of the fifteenth (15th) day next preceding such
interest payment date at the address as it appears on the registration books kept by the Registrar
or at such other address as is provided to the Paying Agent in writing by the registered owner. If
payment of principal or interest is made to a depository, payment shall be made by wire transfer
on the payment date in same-day funds. If the payment date occurs on a date when financial
institutions are not open for business, the wire transfer shall be made on the next succeeding
business day. The Paying Agent shall wire transfer payments so such payments are received at
the depository by 2:30 p.m. (New York City time). All payments on the bond shall be made in
any coin or currency of the United States of America, which on the dates of such payment, shall
be legal tender for the payment of public and private debts.
[The Bonds shall be initially issued in a Book Entry System (as defined in the
Ordinance). The provisions of this bond and of the Ordinance are subject in all respects to the
provisions of the Blanket Issuer Letter of Representations (as defined in the Ordinance) between
the Village and The Depository Trust Company, or any substitute agreement, affecting such
Book Entry System.]
This bond is a general obligation of the Village payable from ad valorem taxes levied
against all taxable property in the Village, without limitation as to rate or amount. The full faith,
credit and resources of the Village are pledged to the punctual payment of the principal of and
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20
interest on this bond. This bond is negotiable, subject to registration provisions, pursuant to the
laws of the State of Illinois.
It is hereby certified and recited that all acts, conditions and things required to be done
precedent to and in the execution, issuance and delivery of this bond have been done and
performed in regular and due form as provided by law; that the indebtedness of the Village,
including the issue of the Bond of which this is one, does not exceed any limitation imposed by
law; and that provision has been made for the collection of a direct annual tax sufficient to pay
the interest hereon as it falls due and also to pay and discharge the principal hereof at maturity.
This bond shall not be valid or become obligatory for any purpose until the certificate of
authentication hereon shall have been executed by an authorized representative of the Registrar.
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21
IN WITNESS WHEREOF, the Village of Mount Prospect, Cook County, Illinois, has
caused this bond to be executed by the manual or duly authorized facsimile signature of the
Mayor of the Village, the seal of said Village (or a facsimile thereof) to be affixed, imprinted,
engraved or otherwise reproduced hereon and attested by the manual or duly authorized
facsimile signature of the Village Clerk, all as of the Original Date identified above.
(SEAL)
Attest:
By:
Village Clerk
VILLAGE OF MOUNT PROSPECT,
COOK COUNTY, ILLINOIS
Mayor
REGISTRAR'S CERTIFICATE OF AUTHENTICATION
This bond is one of the Bonds described in the within -mentioned Ordinance.
Authorized Representative
[End of Form of Bond]
Section 9. Authorization for Preparation and Sale of the Bonds: Purchase Contract.
The Mayor, the Village Manager, or the Finance Director of the Village (the "Designated
Representatives") are hereby authorized to proceed no later than the earlier of (i) six (6) months
from the date of the passage of this Ordinance, or (ii) the date of the next board election, without
any further authorization or direction from the Board, to sell the Bonds upon the terms as
prescribed in this Ordinance. The Bonds hereby authorized shall be executed as in this
Ordinance provided as soon after the delivery of the Bond Notification as may be, and
thereupon be deposited with the Village Treasurer, and, after authentication thereof by the Bond
4857-5745-9988.2
22
Registrar, be by said Treasurer delivered to each purchaser thereof, as hereinafter described (the
"Purchaser"), upon receipt of the purchase price therefor, the same being not less than 99% of
the principal amount of the Bonds (net of original issue discount) plus any accrued interest to
date of delivery. The Purchaser shall be (a) pursuant to a competitive sale conducted by
PMA Securities, LLC, Naperville, Illinois ("PMA"), the best bidder for the Bonds; (b) in a
negotiated underwriting, a bank or financial institution listed in the Dealers & Underwriters or
Municipal Derivatives sections of the most recent edition of The Bond Buyer's Municipal
Marketplace; or (c) in a private placement, (i) a bank or financial institution authorized to do
business in the State of Illinois, (ii) a governmental unit as defined in the Local Government
Debt Reform Act of the State of Illinois, as amended, or (iii) an "accredited investor" as defined
in Rule 501 of Regulation D as promulgated under the Securities Act of 1933, as amended;
provided, however, that the Purchaser as set forth in either (b) or (c) shall be selected only upon
receipt by the Village of the written recommendation of PMA that the sale of the Bonds on a
negotiated or private placement basis to the Purchaser is in the best interests of the Village
because of (i) the pricing of the Bonds by the Purchaser, (ii) then current market conditions or
(iii) the timing of the sale of the Bonds; and further provided, that the Purchaser as set forth in
(c) may be selected through the utilization of a placement agent selected by the Designated
Representatives after consultation with PMA if the use of such placement agent is determined
by the Designated Representatives to be in the best interest of the Village.
Prior to the sale of the Bonds, the Mayor or the Finance Director of the Village is hereby
authorized to approve and execute a commitment for the purchase of a Municipal Bond
Insurance Policy (as hereinafter defined), to further secure the Bonds, as long as the present
value of the fee to be paid for the Municipal Bond Insurance Policy (using as a discount rate the
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23
expected yield on the Bonds treating the fee paid as interest on the Bonds) is less than the present
value of the interest reasonably expected to be saved on the Bonds over the term of the Bonds as
a result of the Municipal Bond Insurance Policy.
Upon the sale of the Bonds, the Designated Representatives shall prepare a Notification
of Sale of the Bonds, which shall include the pertinent details of sale as provided herein (the
"Bond Notification"). In the Bond Notification, the Designated Representatives shall find and
determine that the Bonds have been sold at such price and bear interest at such rates that either
the true interest cost (yield) or the net interest rate received upon the sale of the Bonds does not
exceed the maximum rate otherwise authorized by applicable law, and that there is a net present
value savings of at least 2.00% of the refunded principal amount. The Bond Notification shall be
entered into the records of the Village and made available to the Board at the next regular
meeting thereof, but such action shall be for information purposes only, and the Board shall have
no right or authority at such time to approve or reject such sale as evidenced in the Bond
Notification.
Upon the sale of the Bonds, as evidenced by the execution and delivery of the Bond
Notification by the Designated Representatives, the Mayor, Village Clerk and Village Treasurer
and any other officers of the Village, as shall be appropriate, shall be and are hereby authorized
and directed to approve or execute, or both, such documents and related provisions of sale of the
Bonds as may be necessary, including, without limitation, the contract for the sale of the Bonds
between the Village and the Purchaser (the "Purchase Contract"), a forward delivery bond
purchase agreement between the Village and the Purchaser (the "Forward Delivery Bond
Purchase Agreement"), and a rate lock agreement, continuing covenants agreement or similar
document between the Village and the Purchaser (a "Bank Document"). Any Bank Document
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24
may provide for default rates of interest and increased rates of interest upon the occurrence of an
event of taxability, provided, however, that any such rates may not exceed the maximum rate of
interest authorized in Section 3 hereof. Prior to the execution and delivery of the Purchase
Contract, Forward Delivery Bond Purchase Agreement or Bank Document, the Designated
Representatives shall find and determine that no person holding any office of the Village, either
by election or appointment, is in any manner interested, directly or indirectly, in his own name or
in the name of any other person, association, trust or corporation, in the Purchase Contract,
Forward Delivery Bond Purchase Agreement or Bank Document.
The Designated Representatives and any other officers of the Village as shall be
appropriate are authorized to execute an agreement with a placement agent (a "Placement Agent
Agreement")
The use by the Purchaser of any Preliminary Official Statement or Preliminary Term
Sheet and any final Official Statement or final Term Sheet relating to the Bonds (the "Disclosure
Document") is hereby ratified, approved and authorized; the execution and delivery of the
Disclosure Document is hereby authorized; and the officers of the Board are hereby authorized to
take any action as may be required on the part of the Village to consummate the transactions
contemplated by the Purchase Contract, this Ordinance, said Preliminary Disclosure Document,
the Disclosure Document and the Bonds.
The Bonds when fully paid for and delivered to the Purchaser, shall be the binding
general obligations of the Village. The proper officers of the Village are hereby directed to sell
the Bonds to the Purchaser and to do whatever acts and things which may be necessary to carry
out the provisions of this Ordinance.
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25
Section 10. Bond Insurance. In the event the Purchaser certifies to the Village that it
would be economically advantageous for the Village to acquire a municipal bond insurance
policy for the Bonds, the Village hereby authorizes and directs the Village Treasurer or the
Village Manager to obtain such an insurance policy. The acquisition of a municipal bond
insurance policy is hereby deemed economically advantageous if the difference between the
present value cost of (a) the total debt service on the Bonds if issued without municipal bond
insurance and (b) the total debt service on the Bonds if issued with municipal bond insurance, is
greater than the cost of the premium on the municipal bond insurance policy. In the event the
payment of principal and interest on the Bonds is insured pursuant to a municipal bond
insurance policy issued by a bond insurer (the "Bond Insurer"), and as long as such municipal
bond insurance policy shall be in full force and effect, the Village and the 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 the Bond Insurer upon payment of the
Bonds by the Bond Insurer, amendment hereof, or other terms, as approved by the Mayor of the
Village on advice of counsel, his or her approval to constitute full and complete acceptance by
the Village of such terms and provisions under authority of this Section.
Section 11. [Reserved.]
Section 12. Tax Levy. For the purpose of providing funds to produce sums necessary
to pay the interest on the Bonds as it falls due and also pay and discharge the principal thereof at
maturity, there shall be levied upon all the taxable property within the Village a direct annual
tax (the "Levied Taxes") for each of the years while the Bonds or any of them are outstanding,
in amounts sufficient for that purpose, and that there be and there is hereby levied upon all of
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the taxable property in the Village, in each of the years 2022 to 2032, a maximum direct annual
tax in the amount of $925,000, such amount to be finalized in the Bond Notification.
Principal or interest coming due at any time when there are not sufficient funds on hand
from the foregoing tax levy to pay the same shall be paid from current funds on hand of the
Village, and the fund from which such payment was made shall be reimbursed out of the taxes
hereby levied when the same shall be collected.
The Village covenants and agrees with the Purchaser and the holders of the Bonds that so
long as the Bonds remain outstanding, the Village will take no action or fail to take any action
which in any way would adversely affect the ability of the Village to levy and collect the
foregoing tax levy, unless the abatement of any particular tax levy amount has been provided for
through the deposit of moneys in a segregated account, and the Village and its officers will
comply with all present and future applicable laws in order to assure that the Levied Taxes will
be levied, extended and collected as provided herein and deposited in the Bond Fund established
to pay the principal of and interest on the Bonds.
The funds derived from the tax levy be and the same are hereby appropriated and set
aside for the sole and only purpose of paying principal of and interest on said Bonds when and as
the same become due. The funds from the sale of said Bonds be and they are hereby
appropriated and set aside for the purpose hereinbefore set out.
All proceeds received or to be received from any taxes heretofore levied to pay principal
and interest on the Refunded Bonds, including the proceeds received or to be received from the
taxes levied for the year 2021 for such purpose, shall be used to pay the principal of and interest
on the Refunded Bonds and to the extent that such proceeds are not needed for such purpose, the
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27
same shall be deposited into the Bond Fund and used to pay principal and interest on the Bonds
in accordance with all of the provisions of this Ordinance.
Section 13. Filing of Ordinance; Certificate of Reduction of Taxes. Forthwith upon
this Ordinance becoming effective, the Village Clerk is hereby directed to file a certified copy
of this Ordinance, which certificate shall recite that this Ordinance has been passed by the
Corporate Authorities and published, with the County Clerk of the County of Cook, Illinois (the
"County Clerk"), and it shall be the duty of said County Clerk in and for the years 2022 to 2032
while the Bonds or any of them are outstanding (as set forth in the Bond Notification), inclusive,
to annually ascertain the rate necessary to produce the tax herein and therein levied, and extend
the same for collection on the tax books against all of the taxable property within the Village in
connection with other taxes levied in said years, in order to raise the respective amounts
aforesaid and in 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 corporate purposes of the Village, and when collected, the taxes hereby
levied shall be used only for the purpose of paying the principal of and interest on the Bonds.
The Mayor and the Village Treasurer be and the same are hereby directed to prepare and
file with the County Clerk, a Certificate of Reduction of Taxes Heretofore Levied for the
Payment of Bonds showing the Prior Bonds being refunded and directing the abatement of the
taxes heretofore levied to pay the Refunded Bonds.
Section 14. Bond Fund. There is hereby created and established a special fund of the
Village known as the "Bond Fund," with the appropriate series designation (the "Bond Fund")
to be held by the Village Treasurer, which is a trust fund established for the purpose of carrying
out the covenants, terms and conditions imposed upon the Village by this Ordinance. The Bond
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Fund shall be the fund for the payment of the principal of and interest on the Bonds at maturity
or on interest payment dates or redemption. The Levied Taxes shall be deposited into the Bond
Fund, as received, and shall be used solely and only for the payment of principal of and interest
on the Bonds when due (including any redemption). The Bonds are secured by a pledge of all
moneys on deposit in the Bond Fund, and such pledge is irrevocable until the Bonds have been
paid in full or until the obligations of the Village are discharged under this Ordinance.
The Village directs that the Village Treasurer deposit the following amounts received
from the collection of the Levied Taxes into the Bond Fund: (a) an amount equal to one-half of
the total principal and interest due on the Bonds in such year (the "Debt Service Requirement")
shall be deposited into the Bond Fund from collections of the first installment of property taxes
and (b) an amount equal to the other half of the Debt Service Requirement shall be deposited into
the Bond Fund from collections of the second installment of property taxes.
Section 15. Use of Bond Proceeds. Any accrued interest received on the delivery of
the Bonds is hereby appropriated for the purpose of paying first interest due on the Bonds and is
hereby ordered deposited into the Bond Fund.
Simultaneously with the delivery of the Bonds, all of the principal proceeds of the Bonds
and any premium received from the sale of the Bonds, together with such additional amounts as
may be necessary from the general funds of the Village as provided pursuant to the Bond
Notification, shall be used for payment of expenses of issuing the Bonds and for the purpose of
refunding the Refunded Bonds as hereinafter set forth. Bond proceeds not needed to pay the
expenses of issuing the Bonds are hereby ordered deposited in escrow pursuant to an escrow
letter agreement (the "Escrow Agreement") to be entered into between the Village and the
escrow agent to be named in the Bond Notification (the "Escrow Agent"), for the purpose of
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paying the principal of and interest on the Refunded Bonds when due or upon redemption
thereof. The Board directs the Mayor and Village Clerk of the Board to execute, attest, seal and
deliver the Escrow Agreement in the name and on behalf of the Village. Amounts in the escrow
may be used to purchase U.S. Treasury Securities which may include State and Local
Government Series (the "Government Securities") to provide for the payment of the principal
and interest on the Refunded Bonds when due. The Escrow Agent is hereby authorized to act as
agent for the Village in the purchase of the Government Securities, if any.
In accordance with the redemption provisions of the ordinances authorizing the issuance
of the Prior Bonds, the Village by the Board does hereby make provision for the payment of and
does hereby call (subject only to the delivery of the Bonds) the Refunded Bonds, as provided in
the Bond Notification.
Section 16. Defeasance of the Bonds. If, when the Bonds or a portion thereof shall
have become due and payable in accordance with their terms or shall have been duly called for
redemption or irrevocable instructions to call the Bonds or a portion thereof for redemption shall
have been given, and the whole amount of the principal and the interest and the premium, if any,
so due and payable upon all of the Bonds or a portion thereof then outstanding shall be paid; or
(i) sufficient moneys or (ii) direct obligations of the United States of America (including
obligations issued or held in book -entry form on the books of the Department of the Treasury),
the principal of and the interest on which when due will provide sufficient moneys for such
purpose, shall be held in trust for such purpose, and provision shall also be made for paying all
fees and expenses for the redemption, then and in that case the Bonds or any designated portion
thereof issued hereunder shall no longer be deemed outstanding or entitled to any pledge of the
Levied Taxes made herein.
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Section 17. Investment of Moneys. Moneys in the Bond Fund and Project Fund may
be invested by the Village Treasurer in lawful investments for the Village. All income earned or
losses sustained on such investments shall be credited to the Fund or Account from which the
investments were made.
Section 18. Amendments with Consent of Bondholders
Subject to the terms and
provisions contained in this section, and not otherwise, the owners of not less than sixty-six and
two-thirds percent (66/3%) in aggregate principal amount of the Bonds issued pursuant to this
Ordinance and then outstanding shall have the right from time to time, anything contained in
this Ordinance to the contrary notwithstanding, to consent to and approve the adoption by the
Village of such ordinance or ordinances supplemental hereto or amendatory hereof, as shall be
deemed necessary or desirable by the Village for the purpose of modifying, altering, amending,
adding to or rescinding in any particular manner any of the terms or provisions contained in this
Ordinance, or in any supplemental ordinance; provided, however, that nothing herein contained
shall permit or be construed as permitting:
(a) An extension of the maturity of the principal of or interest on any Bond issued
pursuant to this Ordinance; or
(b) A reduction in the principal amount of any Bond or the rate of interest thereon; or
(c) A preference or priority of any Bond or Bonds issued pursuant to this Ordinance
over any other Bond or Bonds issued pursuant to the provisions of this Ordinance; or
(d) A reduction in the aggregate principal amount of the Bonds required for consent
to such supplemental ordinance.
If the owners of not less than sixty-six and two-thirds percent (662/3%) in aggregate
principal amount of the Bonds outstanding at the time of adoption of such supplemental
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31
ordinance shall have consented to and approved the adoption thereof by written instrument to be
maintained on file in the office of the Village Clerk, no owner of any Bond issued pursuant to
this Ordinance shall have any right to object to the adoption of such supplemental ordinance or to
object to any of the terms and provisions contained therein or the operation thereof, or in any
manner to question the propriety of the adoption thereof, or to enjoin or restrain the Village from
adopting the same, or from taking any action pursuant to the provisions thereof. Upon the
adoption of any supplemental ordinance pursuant to the provisions of this section, this Ordinance
shall be, and shall be deemed, modified and amended in accordance therewith, and the respective
rights, duties and obligations under this Ordinance of the Village and all owners of Bonds then
outstanding, shall thereafter be determined, exercised and enforced in accordance with this
Ordinance, subject in all respects to such modifications and amendments. Notwithstanding
anything contained in the foregoing provisions of this Ordinance, the rights and obligations of
the Village and of the owners of the Bonds authorized by this Ordinance, and the terms and
provisions of the Bonds and this Ordinance, or any supplemental or amendatory ordinance, may
be modified or altered in any respect with the consent of the Village and the consent of the
owners of all the Bonds then outstanding.
Section 19. General Covenants. The Village covenants and agrees with the registered
owners of the Bonds, so long as any such Bonds remain Outstanding, as follows:
A. The Village will punctually pay or cause to be paid from the sources provided for
in this Ordinance, the principal of and interest to become due on the Bonds in strict conformity
with the terms of the Bonds and this Ordinance, and it will faithfully observe and perform all of
the conditions, covenants and requirements thereof.
4857-5745-9988.2
32
B. The Village will pay and discharge, or cause to be paid and discharged, from the
Bond Fund, any and all lawful claims which, if unpaid, might become a lien or charge upon the
Levied Taxes, or any part thereof, or upon any such funds in the hands of the Bond Registrar, or
which might impair the security of the Bonds. Nothing herein contained shall require the Village
to make any such payment so long as the Village in good faith contests the validity of said
claims.
C. The Village will keep, or cause to be kept, proper books of record and accounts,
separate from all other records and accounts of the Village, in which complete and correct entries
will be made of all transactions relating to the Levied Taxes and the Bond Fund. Such books of
record and accounts will at all times during business hours be subject to the inspection of the
holders of not less than ten percent (10%) of the principal amount of the outstanding Bonds or
their representatives authorized in writing.
D. The Village will preserve and protect the security of the Bonds and the rights of
the registered owners of the 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 Bonds by the Village,
to the extent lawful the Bonds shall be incontestable by the Village.
E. The Village will adopt, make, execute and deliver any and all such further
ordinances, 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 owners of the Bonds of the rights and benefits of this Ordinance.
F. As long as any Bonds are outstanding, the Village will continue to deposit the
Levied Taxes into the Bond Fund. The Village and its officers will comply with all present and
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33
future applicable laws in order to assure that the Levied Taxes will be levied, extended and
collected as provided in this Ordinance and deposited in the Bond Fund.
G. Once issued and while outstanding, the Bonds shall be and forever remain until
paid or defeased the general obligation of the Village, for the payment of which its full faith and
credit are pledged and shall be payable from the levy of the Levied Taxes.
Section 20. Tax Covenants. In order to preserve the exclusion of interest on any
Bonds, the interest on which is exempt from gross income for federal tax purposes under
Section 103 of the Internal Revenue Code of 1986 as existing on the date of issuance of the
Bonds (the "Code") and as an inducement to purchasers of the Bonds, the Village represents,
covenants and agrees that:
(a) The facilities financed with the Bonds are available for use by members of the
general public. Use by a member of the general public means use by natural persons not
engaged in a trade or business. No person or entity, other than the Village or another state or
local governmental unit, will use more than 10% of the proceeds of the Bonds or property
financed by Bond proceeds other than as a member of the general public. No person or entity
other than the Village or another state or local governmental unit own property financed by Bond
proceeds or have actual or beneficial use of such property pursuant to a lease, a management or
incentive payment contract, an arrangement such as a take -or -pay or output contract or any other
type of arrangement that conveys other special legal entitlements and differentiates that person's
or entity's use of such property from the use by the general public, unless such uses in the
aggregate relate to no more than 10% of the proceeds of the Bonds.
(b) No more than ten percent (10%) of the payment of principal of or interest on the
Bonds will be (under the terms of the Bonds, this Ordinance or any underlying arrangement),
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34
directly or indirectly, (i) secured by any interest in property used or to be used for a private
business use or payments in respect of such property or (ii) derived from payments (whether or
not to the Village) in respect of such property or borrowed money used or to be used for a private
business use.
(c) No more than five percent (5%) of the Bond proceeds will be loaned to any entity
or person other than a state or local governmental unit. No more than five percent (5%) of the
Bond proceeds will be transferred, directly or indirectly, or deemed transferred to a
nongovernmental person in any manner that would in substance constitute a loan of the Bond
proceeds.
(d) The Village reasonably expects, as of the date hereof, that it will comply with the
covenants described in paragraph (a), (b) and (c) above during the entire term of the Bonds.
(e) No more than five percent (5%) of the proceeds of the Bonds will be attributable
to private business use as described in (a) and private security or payments described in
(b) attributable to unrelated or disproportionate private business use. For this purpose, the
private business use test is applied by taking into account only use that is not related to any
government use of proceeds of the issue (Unrelated Use) and use that is related but
disproportionate to any governmental use of those proceeds (Disproportionate Use).
(f) The Village will not take any action nor fail to take any action with respect to the
Bonds that would result in the loss of the exclusion from gross income for federal tax purposes
nor will the Village act in any other manner which would adversely affect such status, and it will
not make any investment or do any other act or thing during the period that the Bonds are
outstanding which would cause the Bonds to be "arbitrage bonds" within the meaning of Section
148 of the Code.
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(g) The Village certifies that to the extent necessary to preserve the tax-exempt status
of the Bonds it will rebate any arbitrage profits to the United States of America in accordance
with Section 148(f) of the Code and the Regulations promulgated thereunder.
It shall be not an event of default under this Ordinance if interest on any Bond is not
excludable from gross income for federal income tax purposes pursuant to any provision of the
Code which is not currently in effect and in existence on the date of issuance of the Bonds.
(h) The Village represents that the Bonds are not private activity bonds as defined in
Section 141 of the Code.
(i) These covenants are based solely on current law in effect and in existence on the
date of delivery of such Bonds.
The Village hereby authorizes the officials of the Village responsible for issuing the
Bonds, the same being the Mayor, the Village Clerk and the Village Treasurer, 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 on the Bonds will be
excludable from gross income for federal income tax purposes. In connection therewith, the
Village further agrees: (a) through its 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 as required pursuant to Section 148 of the Code
and the regulations promulgated thereunder; (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
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by their officers, to employ and pay fiscal agents, financial advisors, attorneys, and other persons
to assist the Village in such compliance.
Section 21. Noncompliance with Tax Covenants. Notwithstanding any other
provisions of this Ordinance, the covenants and authorizations contained in this Ordinance (the
"Tax Sections") which are designed to preserve the exclusion of interest on the Bonds from
gross income under federal law (the "Tax Exemption") need not be complied with if the Village
receives an opinion of nationally recognized bond counsel that any Tax Section is unnecessary
to preserve the Tax Exemption.
Section 22. Registered Form. The Village recognizes that Section 149(a) of the Code
requires the Bonds to be issued and to remain in fully registered form in order that interest
thereon is exempt from federal income taxation for the Bonds. In this connection, the Village
agrees that it will not take any action to permit the Bonds to be issued in, or converted into,
bearer or coupon form.
Section 23. Severability. 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 24. 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
his/her office.
Section 25. Conflicting Ordinances. All ordinances, resolutions and parts of
ordinances and resolutions, in conflict herewith are hereby repealed.
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Section 26. Headings. The headings or titles of the several sections shall be solely for
convenience of reference and shall not affect the meaning, construction or effect of this
Ordinance.
Section 27. Effective Date. This Ordinance shall be in full force and effect from and
after its adoption and publication.
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ADOPTED this 5th day of April, 2022 by a roll call vote as follows:
AYES:
NAYS:
ABSENT:
APPROVED this 5th day of April, 2022.
Mayor
ATTEST:
Village Clerk
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Trustee moved and Trustee seconded the
motion that said Ordinance as presented by the Village Clerk be adopted.
After a full discussion thereof, the Mayor directed that the roll be called for a vote upon
the motion to adopt said Ordinance as presented.
Upon the roll being called, the following Trustees voted AYE:
and the following Trustees voted NAY:
Whereupon the Mayor declared the motion carried and said Ordinance adopted, approved
and signed the same in open meeting and directed the Village Clerk to record the same in full in
the records of the Board of Trustees of the Village of Mount Prospect, Cook County, Illinois,
which was done.
Other business not pertinent to the adoption of said Ordinance was duly transacted at said
meeting.
Upon motion duly made, seconded and carried, the meeting was adjourned.
Village Clerk
4857-5745-9988.2
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STATE OF ILLINOIS )
) SS
COUNTY OF COOK )
CERTIFICATION OF MINUTES AND ORDINANCE
I, the undersigned, do hereby certify that I am the duly qualified and acting Village Clerk
of the Village of Mount Prospect, Cook County, Illinois (the "Village"), and as such official am
the keeper of the official journal of proceedings, books, records, minutes and files of the Mayor
and the Board of Trustees (collectively, the "Corporate Authorities").
I further certify that the foregoing is a full, true and complete transcript of that portion of
the minutes of the meeting of the Corporate Authorities held on the 5th day of April, 2022,
insofar as the same relates to the adoption of Ordinance Number entitled:
AN ORDINANCE providing for the issuance of not to exceed
$8,500,000 General Obligation Refunding Bonds, in one or more
series, of the Village of Mount Prospect, Cook County, Illinois, for
the purpose of financing the costs of refunding certain outstanding
obligations of the Village, providing for the levy and collection of
a direct annual tax sufficient to pay the principal of and interest on
said Bonds, and authorizing the proposed sale of said Bonds to the
purchaser thereof.
a true, correct and complete copy of which said Ordinance as adopted at said meeting appears in
the foregoing transcript of the minutes of said regular public meeting.
I do further certify that the deliberations of the Corporate Authorities on the adoption of
said ordinance were conducted openly; that the vote on the adoption of said ordinance was taken
openly; that said meeting was held at a specified time and place convenient to the public; that
notice of said meeting was duly given to all newspapers, radio or television stations and other
news media requesting such notice; that an agenda for said meeting was posted at the principal
office of the Corporate Authorities and at the location where said meeting was to be held on a
day which was not a Saturday, Sunday or legal holiday for Illinois municipalities and at least
48 hours in advance of holding said meeting; that said agenda described or made specific
reference to said ordinance; that a true, correct and complete copy of said agenda as so posted is
attached hereto; and that said meeting was called and held in strict compliance with the
provisions of the Open Meetings Act, as amended, and the Illinois Municipal Code, as amended,
and that the Corporate Authorities has complied with all of the provisions of said Act and said
Code, except as said Act and said Code are validly superseded by the home rule powers of the
Village, and with all of the procedural rules of the Corporate Authorities in the adoption of said
ordinance.
IN WITNESS WHEREOF, I hereunto affix my official signature and seal of said Village,
this 5th day of April, 2022.
Village Clerk
(SEAL)
4857-5745-9988.2
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STATE OF ILLINOIS )
) SS
COUNTY OF COOK )
FILING CERTIFICATE
I, the undersigned, do hereby certify that I am the duly qualified and acting County Clerk
of Cook County, Illinois, and as such official I do further certify that on the day of
, 2022, there was filed in my office a duly certified copy of Ordinance
Number entitled:
AN ORDINANCE providing for the issuance of not to exceed
$8,500,000 General Obligation Refunding Bonds, in one or more
series, of the Village of Mount Prospect, Cook County, Illinois, for
the purpose of financing the costs of refunding certain outstanding
obligations of the Village, providing for the levy and collection of
a direct annual tax sufficient to pay the principal of and interest on
said Bonds, and authorizing the proposed sale of said Bonds to the
purchaser thereof.
duly adopted by the Board of Trustees of the Village of Mount Prospect, Cook County, Illinois,
on the 5th day of April, 2022, and that the same has been deposited in the official files and
records of my office.
IN WITNESS WHEREOF, I hereunto affix my official signature and the seal of said
County, this day of , 2022.
County Clerk of Cook County, Illinois
(SEAL)
4857-5745-9988.2
42
STATE OF ILLINOIS )
) SS
COUNTY OF COOK )
CERTIFICATE OF PUBLICATION IN PAMPHLET FORM
I, the undersigned, do hereby certify that I am the duly qualified and acting Village Clerk
of the Village of Mount Prospect, Cook County, Illinois (the "Village"), and as such official I
am the keeper of the official journal of proceedings, books, records, minutes and files of the
Village and of the Mayor and Board of Trustees (the "Board") of the Village.
I do further certify that on the day of , 2022, there was published in
pamphlet form, by authority of the Board, a true, correct, and complete copy of Ordinance
Number of the Village entitled:
AN ORDINANCE providing for the issuance of not to exceed
$8,500,000 General Obligation Refunding Bonds, in one or more
series, of the Village of Mount Prospect, Cook County, Illinois, for
the purpose of financing the costs of refunding certain outstanding
obligations of the Village, providing for the levy and collection of
a direct annual tax sufficient to pay the principal of and interest on
said Bonds, and authorizing the proposed sale of said Bonds to the
purchaser thereof.
and providing for the issuance of said bonds, and that the ordinance as so published was on that
date readily available for public inspection and distribution, in sufficient number so as to meet
the needs of the general public, at my office as Village Clerk located in the Village.
IN WITNESS WHEREOF I have affixed hereto my official signature and the seal of the
Village this 5th day of April, 2022.
Village Clerk
(SEAL)
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