HomeMy WebLinkAboutORDINANCE - 1951 - 3/22/1988 - H.E.L.P. ESCROW AGREEMENTEXTRACT OF MINUTES of the regular public meeting of the
President and Board of Trustees of the Village of Elk
Grove Village, Cook and DuPage Counties, Illinois, held
at Village Hall, 901 Wellington Avenue, in said Village,
at 8:00 p.m., on the 22nd day of March, 1988.
The President called the meeting to order and directed
the Village Clerk to call the roll.
Upon the roll being called, the President and the
following Trustees answered present: Joseph T. Bosslet, Ronald L.
Chernick, Dennis J. Gallitano, Edward R. Hauser, James P. Petri, Michael A. To—,-
The
osThe following were absent: None
Trustee Petri presented, the Village Attorney
explained, and there was incorporated into the record in full the
following ordinance:
AN ORDINANCE AUTHORIZING EXECUTION OF AN ESCROW
AGREEMENT PROVIDING FOR THE HOLDING, INVESTMENT AND
DISBURSEMENT OF FUNDS AND THE ASSIGNMENT OF CERTAIN
PAYMENTS.
Trustee Petri moved a?d Trustee Chernick
seconded he motion that the Bond Ordinance as presented be
adopted.
After discussion thereof, the President 'directed that
the roll be called for a vote upon the_ _notion to adopt such
ordinance.
Upon the roll being called, the following Trustees
Voted AYE: Bosslet, Chernick, Gallitano, Hauser, Petri and Tosto
and the following Trustees voted NAY: None
WHEREUPON, the President declared the motion carried
and the ordinance adopted, and henceforth did approve and sign
the same in open meeting, and did direct the Village Clerk to
record the same in full in the records of tie President and Board
of Trustees of the Village of Elk Grove Village, Cook and DuPage
Counties, illinois.
Other business was duly transacted at said meeting.
to
ORDINANCE NO. 1951
AN ORDINANCE AUTHORIZING EXECUTION OF AN ESCROW AGREE-
MENT PROVIDING FOR THE HOLDING, INVESTMENT AND DISBURSE-
MENT OF FUNDS AND THE ASSIGNMENT OF CERTAIN PAYMENTS.
WHEREAS, Section 10 of Article VII of the Illinois
Constitution of 1970 authorizes units of local government to
contract or otherwise associate among themselves in any manner
not prohibited by law or by ordinance; and
WHEREAS, Chapter 127, Section 741, et sem., Illinois
Revised Statutes, entitled the "Intergovernmental Cooperation
Act," authorizes public agencies to exercise any power or powers,
privileges or authority which may be exercised by such public
agency individually to be exercised and enjoyed jointly with any
other public agency in the State of Illinois; and
WHEREAS, Section 746 of the Intergovernmental Coopera-
tion Act, in furtherance of the provisions contained within
Article VII, Section 10 of the Constitution, authorizes an inter-
governmental contract which, among other undertakings, allows
public agencies to jointly self -insure and authorizes each public
agency member of the contract to utilize its funds to protect,
wholly or partially, itself or any public agency member of the
contract against liability or loss in the designated insurable
area; and
WHEREAS, the Local Governmental and Governmental Em-
ployees Tort Immunity Act, Chapter 85, Sections 1-101 through 9-
107, of the Illinois Revised Statutes (the "Act") authorizes
multi-year contracts for joint self-insurance and allows self-
insured governments to assert a range of immunities; and
WHEREAS, pursuant to the above laws, a number of
Illinois municipalities (the "Members") have created the High -
Level Excess Liability Pool (the "Agency") as a joint self-insur-
ance pool for the purpose of seeking the prevention or lessening
of liability claims for injuries to.persons or property or claims
for errors and omissions made against the Members and other
parties included within the scope of coverage of the Agency,
which scope of coverage may be amended from time to time; and
WHEREAS, the Agency was established as of April 1, 1987
under and operates pursuant to an agreement entitled "Contract
and Hy -Laws -- High -Level Excess Liability Pool" (the "Contract
and Sy -Laws") and a "Memorandum of Coverage," bearing the retro-
active date of April 1, 1987, as amended from time to time (the
"Memorandum of Coverage"); and
WHEREAS, the Agency and the Members have determined to
increase the amount of coverage specified in Article VIII of the
Contract and By -Laws, to be backed by a joint self-insurance
reserve fund initially financed from proceeds of bonds issued by
the Village of Elk Grove Village, Illinois ("Elk Grove Village"),
as initial host member; and
WHEREAS, Elk Grove Village adopted a resolution on July
22, 1986 expressing a preliminary intent to serve as the host
municipality for the issuance of a debt instrument for the
benefit of the Agency; and
WHEREAS, Elk Grove Village has issued $5,000,000 Gen-
eral Obligation Bonds, Series 1987 (the "Initial Bonds") to pro-
vide the initial funding for such joint self-insurance reserve
fund, pursuant to a Bond Ordinance, Number 1930, adopted December
8, 1987 (the "Bond Ordinance"); and
WHEREAS, it is possible from time to time that the
Agency, one or more of the Members, or some other entity may
issue additional bonds to replenish or provide further funding
for the joint self-insurance reserve fund; and
WHEREAS, the additional bonds and the Initial Bonds are
herein collectively referred to as the "Bonds"; and
WHEREAS, Elk Grove Village has authorized the execution
of an Intergovernmental Agreement Providing for the Payment of
Debt Service (the "Agreement") dated as of March 1, 1988, among
the Agency, Elk Grove Village and the other Members of the
Agency; and
WHEREAS, the proceeds of the Initial Bonds were origi-
nally held by American National Bank and Trust Company of
Chicago, as Escrow Agent pursuant to the terms of an escrow
agreement with Elk Grove Village (the "Prior Escrow"); and
WHEREAS, upon receipt of the Subsequent Documents (as
defined in the Prior Escrow), the moneys in the Prior Escrow will
be transferred to LaSalle National Bank as escrow agent (the
"Escrow Agent") pursuant to the terms of a subsequent escrow
agreement dated as of April 1, 1988 (the "Escrow Agreement")
among Elk Grove Village, the Agency and the Escrow Agent; and
WHEREAS, Elk Grove Village has been asked to enter into
the Escrow Agreement, whereby the Escrow Agent will hold various
funds to be used for the payment of debt service on the Initial
Bonds and as an insurance reserve fund for the Agency and its
Members; and
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WHEREAS, the Escrow Agreement provides that certain
payments of the Members to the Agency will be assigned to the
Escrow Agent, to be held, invested and disbursed from time to
time in accordance with the terms and conditions of the Escrow
Agreement; and
WHEREAS, the President and Board of Trustees of Elk
Grove Village have further determined that the funding of the
joint self-insurance reserve fund provided for under the Agree-
ment and .the Escrow Agreement is essential to the preservation
and fostering of the health, safety and property rights of the
citizens of Elk Grove Village; and
WHEREAS, the cost of funding the reserve fund has been
determined by the President and Board of Trustees of Elk Grove
Village to be more than offset by the anticipated benefits and
economies to be realized by the pooling of risks and losses pur-
suant to the Contract and By -Laws and the Agreement; and
WHEREAS, Sections 9-105 and 9-107 of the Act authorize
the creation of reasonable reserves which may be utilized by a
joint self-insurance entity; and
WHEREAS, the President and Board of Trustees of Elk
Grove Village have reviewed the the Escrow Agreement and find
that the obligations imposed under the Escrow Agreement are in
accordance with the philosophy and public policy objectives of
Elk Grove Village; and
WHEREAS, the President and Board of Trustees of Elk
Grove Village find that it is in th-Q best interests of its
citizens that it execute and deliver the Escrow Agreement.
NOW, THEREFORE, BE IT ORDAINED BY THF PRESIDENT AND
BOARD OF TRUSTEES OF THE VILLAGE OF ELK GROVE VILLAGE, COOK AND
DU PAGE COUNTIES, ILLINOIS, as follows:
SECTION 1. That upon receipt of the Subsequent
Documents and all necessary showings, the Village Treasurer shall
direct that moneys in the Prior Escrow be transferred to the
Escrow Agent pursuant to the Escrow Agreement, and that the form,
terms and provisions of the Escrow Agreement (including, without
limitation, the assignment of certain Agency and Member payments
contained therein) in substantially the form submitted to this
meeting are hereby approved, and the President of the Board of
Trustees is hereby authorized and directed to execute and deliver
said Agreement with such changes therein as shall be approved by
the President of the Board of Trustees, the execution of such
document by the President of the Board of Truste(:s to constitute
conclusive evidence of such approval, and the Village Clerk is
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hereby authorized and directed to affix to said Agreement the
official seal of Elk Grove Village.
SECTION 2. That the President of the Board of Trustees
and the Village Clerk are hereby empowered and directed to
execute and deliver all documents and other instruments necessary
to further the intent and purpose of this Ordinance.
SECTION 3. This Ordinance shall be in full force and
effect from and after its passage and approval as provided by
law.
PASSED this 22nd day of March , 1988.
AYES: Bosslet, Chernick, Gallitano, Hauser, Petri and Tosto
NAYS:
ABSENT: None
APPROVED this 22nd day of March , 1988,
ATTEST:
Patricia S. Smith
Village Clerk
Charles J. Zettek
President of the Board of Trustees
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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 Elk
Grove Village, Cook and DuPage Counties, 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 President and Board of Trustees (the
"President and Board of Trustees") thereof.
I do further certify that the foregoing is a full, true
and complete transcript of that portion of the minutes of the
meeting of the President and Board of Trustees held on the 22nd
day of march , 1988 insofar as the same relates to the adoption
of an ofd trance entitled:
AN ORDINANCE AUTHORIZING EXECUTION OF AN ESCROW
AGREEMENT PROVIDING FOR THE HOLDING, INVESTMENT AND
DISBURSEMENT OF FUNDS AND THE ASSIGNMENT OF CERTAIN
PAYMENTS.
a true, correct and complete copy of which said ordinance as
adopted at said meeting appears in the foregoing transcript of
the ninutes of said meeting.
I do further certify that the deliberations of the
Pres.dent and Board of Trustees on the adoption of said ordinance
were taken openly; that the vote on the adoption of said
ordnance 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
tele,ision stations and other news media requesting such notice;
and that said meeting was called and held in strict compliance
with the provisions of the Open Meetings Act of the State of
Illinois, as amended, and the Illinois Municipal Code, as
amended, and that the President and Board of Trustees has
complied with all of the provisions of said Act and said Code and
with all of the procedural rules of the President and Board of
Trustees in the adoption of said ordinance.
IN WITNESS WHEREOF, I hereunto affix my official
signature and the seal of the Village this 23rd day of March
1988.
Patricia S. Smith
Village Clerk
(SEAT,)
ESCROW AGREEMENT
Dated as of April 1, 1988
Introductory Statement
At the direction of the Village Treasurer of the
Village of Elk Grove Village, Cook and DuPage Counties, Illinois
(the "Village"), $ will be deposited with [American
National Bank and Trust Company of Chicago], as Escrow Agent (the
"Escrow Agent") under this Escrow Agreement (the "Escrow") as
hereinafter provided. Such funds are being transferred from a
prior escrow account (the "Prior Escrow") which was used to hold
the principal proceeds of $5,000,000 General Obligation Bonds,
Series 1987 (the "Bonds") of the Village, issued pursuant to
Ordinance Number 1930, passed December 8, 1987 (the "Bond
Ordinance"), a certified copy of which has been delivered to the
Escrow Agent, receipt of a copy of which the Escrow Agent by
signing this Escrow does hereby acknowledge.
This Escrow is established pursuant to an ordinance of
the President and Board of Trustees of the Village and a
resolution of the Board of Directors of the High -Level Excess
Liability Pool ("HELP") -- a group of municipalities organized in
an intergovernmental self-insurance program. The Escrow Agent
shall hold, invest and disburse the funds from time to time in
accordance with the terms and conditions of this Escrow as
hereinafter set forth.
Section 1. Deposit of Funds; Yield Restriction
By action of its Village Treasurer, the Village,
contemporaneously with the execution and delivery of this Escrow,
has directed the deposit of said funds transferred from the Prior
Escrow; and the Escrow Agent, by its execution and delivery
hereof, acknowledges receipt of the Funds. The funds in the
Prior Escrow were previously held in the two funds created in
Section 13 of the Bond Ordinance, namely, the "Village of Elk
Grove Village, Cook and DuPage Counties, Illinois, General
Obligation Bonds, Series 1987, Bond Fund" (the "Bond Fund") and
the "Village of Elk Grove Village, Cook and DuPage Counties,
Illinois, General Obligation Bonds, Series 1987, Proceeds Fund"
(the "Proceeds Fund"). Such two funds shall continue to be
maintained by the Escrow Agent upon transfer into this Escrow,
and it shall not be necessary to liquidate the investments of the
Prior Escrow in order.to make the transfer into this Escrow.
In addition, there is hereby created a fund entitled
the "High -Level Excess Liability Pool Payments Fund" (the
"Payments Fund"). The Proceeds Fund and the Payments Fund may be
used (a) for the payment of any cost, liability or loss covered
by the HELP Memorandum of Coverage, as amended from time to time,
against which HELP may protect itself or self -insure pursuant to
Section 9-103 of the Local Governmental and Governmental
Employees Tort Immunity Act of the State of Illinois, as amended
(the "Act") or for the payment of which HELP members may levy a
tax pursuant to Section 9-107 of the Act, including, without
limitation, the payment of any or all tort judgments or
settlements entered against or entered into by HELP members, all
in compliance with the Act, (b) to pay principal of and interest
on the Bonds or (c) to pay costs of issuance of the Bonds or
costs of administering said funds or paying the Bonds (including
fees of the Escrow Agent, paying agent's and bond registrar fees,
counsel fees required or reasonably requested hereunder, rebate
calculation fees, and other costs of compliance relating to the
covenants relating to the tax-exempt status of the Bonds).
Payments. are expected to be made from HELP to the
Payments Fund under this Escrow. As provided in the Section 103
Certificate and Agreement, dated December 30, 1987, relating to
the Bonds (the "Section 103 Agreement"), the Payments Fund shall
be divided into two accounts: the "Reserved Account" and the
"Available Account". All payments received by HELP shall
initially be deposited into the Available Account. When
principal of or interest on the Bonds ("Debt Service") becomes
due, it shall first be paid from the Proceeds Fund (by transfer
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to the Bond Fund on the due date) and then from the Available
Account (by transfer to the Bond Fund on the due date). All
money remaining in the Available Account on each principal
payment date shall be transferred from the Available Account to
the Reserved Account. The Available Account is available only
for Debt Service, and the Reserved Account is available only for
the purposes of: (a) providing a reserve for, and paying as
necessary, claims incurred by HELP ("Insurance Reserve Fund
Purposes"); (b) paying costs of issuance of the Bonds or costs of
administering said funds (as described above); or (c) in the
event that all amounts in the Proceeds Fund and Available Account
have been exhausted, to pay Debt Service on the Bonds.
Withdrawals from the Reserved Account and the Proceeds Fund for
Insurance Reserve Fund Purposes payouts shall be made pro rata.
Moneys on deposit in the Proceeds Fund shall be
invested and reinvested at a Yield (as defined in the Section 103
Agreement) not in excess of the Bond Yield (as defined in the
Section 103 Agreement, copy of which has been delivered to the
Escrow Agent). Moneys in the Reserved Account shall be invested
without regard to Yield.
Section 2. Assignment and Certain Covenants of HELP
The Village, in consideration of the execution by each
of the Members of HELP of the Intergovernmental Agreement
Providing for the Payment of Debt Service dated as of March 1,
1988 (the "Intergovernmental Agreement"), providing for the
payment of Debt Service on the Bonds, and in order to provide for
the creation and funding of an insurance reserve fund for HELP,
does hereby assign and pledge unto the Escrow Agent and unto its
successors and assigns, for as long as the Bonds are outstanding,
all right and interest of the Village to receive any payments
from the Members or HELP under the Intergovernmental Agreement,
other than the compensation, if any, to the Village for issuing
the Bonds, and the issuance costs of the Bonds, to the extent not
paid out of Bond proceeds.
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HELP, in consideration of the execution by each of the
Members of HELP of the Intergovernmental Agreement, and in order
to provide for the creation and funding of an insurance reserve
fund for HELP, does hereby assign and pledge unto the Escrow
Agent and unto its successors and assigns, for as long as the
Bonds are outstanding, all right and interest of HELP to receive
any payments from the Members under the Intergovernmental
Agreement, and hereby agrees that such payments may be made
directly to the Escrow Agent; provided, however, that so long as
no default has occurred and is continuing under the Bonds, the
Intergovernmental Agreement or this Escrow Agreement, the Members
shall make their periodic Debt Service Payments to HELP. HELP
shall subsequently pay such amounts to the Escrow Agent on or
before the May 15 or November 15 next succeeding such payments.
In accepting the funds for its use, HELP hereby
covenants and agrees to apply, hold and invest the same in
accordance with the Bond Ordinance (including the Section 103
Agreement) as it implements certain covenants relating to the
tax-exempt status of the Bonds.
Section 3. Terms of Escrow; Disbursements
The Escrow Agent holds moneys in the Bond Fund for the
sole and exclusive benefit of the holders of the Bonds, until
full payment of the Bonds. The Escrow Agent holds moneys in the
Payments Fund and the Proceeds Fund for the benefit of the
municipalities comprising HELP -- as a joint self-insurance
reserve for losses, and for the benefit of the holders of the
Bonds, all as their interests may appear under the terms of the
Bond Ordinance and any subsequent lawful and proper proceedings
amendatory thereof or supplemental thereto, and this Escrow.
The Escrow Agent shall pay out all further amounts in
either the Reserved Account or the Proceeds Fund to pay costs of
issuance of the Bonds or costs of administering any of the funds
held hereunder or the payment of the Bonds (including fees of the
Escrow Agent, paying agent's and bond registrar fees, counsel
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fees required or reasonably requested hereunder, rebate
calculation fees, and other costs of compliance relating to the
covenants relating to the tax-exempt status of the Bonds), upon
submission from HELP of a written request for payment, signed by
the Chairman and attested by the Secretary of HELP, which request
shall state the amount and source of funds payable, that the
payment has been properly approved according to authorized HELP
procedures and shall have attached a copy of the bill or service
statement from the party providing services.
Moneys on deposit in the Reserved Account of the
Payments Fund and in the Proceeds Fund shall be paid out from
time to time by the Escrow Agent in order to pay a claim of a
Member of HELP within its scope of coverage, in each case in a
prompt and timely fashion after receipt by the Escrow Agent of a
written request for payment (a "Disbursement Request"), signed by
the Chairman of HELP (or other designated officer of HELP) and
attested by the Secretary of HELP (or other designated officer of
HELP) certifying:
(1) the amount of the payment;
(2) the name and mailing address of the person, firm,
corporation or other entity to whom such payment is due;
(3) that such payment is a proper payment under the
Contract and By -Laws of HELP;
(4) that such payment has been properly approved in the
amount requested according to procedures established by
the Board of Directors of HELP under HELP's Contract and
By -Laws; and
(5) that no part thereof was previously paid pursuant
to a Disbursement Request previously filed with the
Escrow Agent under the provisions hereof.
A Disbursement Request shall have attached to it (i) a
copy of the statement of the request from the Member requiring
such disbursement; and (ii) a legal opinion of counsel to HELP to
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the effect that the payment (a) is a proper payment under the
Contract and By -Laws of HELP and (b) has been properly approved
in the amount requested according to the procedures established
by the Board of Directors of HELP under its Contract and By -
Laws. The Secretary of HELP shall send a copy of each
Disbursement Request and attachments to the Treasurer of the
Village, at the time the original request is sent to the Escrow
Agent.
Upon receipt of each Disbursement Request of HELP
delivered in accordance with this Section, the Escrow Agent shall
pay the obligation set forth in such Disbursement Request
directly to the payee indicated in such Disbursement Request.
Payment of such obligation shall be made from the Reserved
Account and the Proceeds Fund on a pro rata basis. In making
such payments the Escrow Agent may rely upon such Disbursement
Request and the statements included therein.
The Bond Fund was created for the purpose of providing
for the payment of the principal and interest on the Bonds. The
Escrow Agent will (a) without any further order or direction
apply the moneys on deposit in the Bond Fund to the payment of
interest due on the Bonds on June 1, 1988, and (b) upon the
direction of HELP, apply moneys in accordance with this Escrow
periodically to the payment of the principal of or interest on
the Bonds from time to time thereafter as same shall become due.
Section 4. Rebate Covenants and Payout
Amounts in the Available Account and the Proceeds Fund
are subject to certain covenants of the Village made in the Bond
Ordinance such that the use thereof not cause the Bonds to be
"arbitrage bonds" under Section 148 of the Internal Revenue Code
of 1986. The earnings on the Funds are subject to the rebate of
"excess arbitrage profits." Because the moneys in the Available
Q.
Account are not expected to earn more than $100,000 in any given
year and the moneys in the Proceeds Fund are to be invested at a
Yield not in excess of the Bond Yield, no rebate is ever expected
to be paid. Proof of actual earnings is nevertheless necessary
to comply with the covenants. The Escrow Agent agrees to keep
accurate records with respect to the deposit, investment and
disbursement of all funds and investment earnings thereon and to
make such records available to the Village upon request. Such
records shall include a complete list of all investments and
reinvestments of amounts in both funds held hereunder including:
(a) purchase price,
(b) purchase date,
(c) type of security,
(d) accrued interest paid,
(e) interest rate (if applicable),
(f) dated date (if applicable),
(g) principal amount,
(h) date of maturity,
(i) interest payment dates (if applicable),
(j) date of liquidation or redemption,
(k) receipt upon liquidation or redemption.
Upon the written request of either the Treasurer of the
Village, countersigned by the Village Manager, or the Treasurer
of HELP, countersigned by the HELP Chairman, stating that an
amount is required to make a payment of rebate to the United
States of America, the Escrow Agent shall make a check payable in
such amount to either the United States (Internal Revenue Ser-
vice) or to the Rebate Fund of the Village of Elk Grove Village,
created in Section 3.02 of the Section 103 Agreement; provided
however that such written request shall be accompanied by an
opinion of independent counsel or independent accountants indi-
cating the amount of rebate calculated as then being due or
accrued. The party making the written request shall send the
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Village or the Agency, as the case may be, a copy of such
request.
Section 5. Investments
Moneys at any time on deposit in the funds shall be
invested or reinvested by the Escrow Agent in investments as
authorized by this section, upon the direction of the Treasurer
or other authorized officer of HELP. Moneys in the Proceeds Fund
shall be invested and reinvested in obligations having a Yield
not in excess of the Yield on the Bonds. The investment and
reinvestment of moneys in all funds hereunder other than the
Reserved Account shall be limited to investments in direct
obligations of the United States of America (including
obligations of the State and Local Government Series) purchased
at the market price therefor. Moneys in the Reserved Account
shall be invested in any investment permitted under the terms of
the Contract and By -Laws of HELP. Any interest or profit on such
investments shall be credited to and any loss on such investments
shall be charged to the fund and account from which made. The
Escrow Agent shall not be obligated to invest any moneys held by
it hereunder except as directed by the Agency. The Escrow Agent
shall not be liable or responsible for any loss resulting from
such investments.
The Escrow Agent may trade with itself in the purchase
and sale of securities for such investments. Investments in
United States government obligations under this section may be
made through repurchase agreements with banks or other financial
institutions, including but not limited to the Escrow Agent,
which banks or other institutions each have capital and surplus
of not less than $25,000,000, provided that each such repurchase
agreement results in transfer of legal title to identified United
States government obligations which are segregated in a custodial
or trust account for the benefit of the Escrow Agent, and further
provided that United States government obligations acquired pur-
suant to such repurchase agreements shall be valued at the lower
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of the then current market value thereof or the repurchase price
thereof set forth in the applicable repurchase agreement.
Section 6. Trust Funds
All moneys received by the Escrow Agent under the pro-
visions of this Escrow shall be trust funds under the terms
hereof for the benefit of the holders of the Bonds, the municipal
members comprising HELP and the Village as their interests appear
and shall not be subject to lien or attachment of any creditor of
the Escrow Agent, the municipal members comprising HELP or the
Village. Such moneys shall be held in trust and applied in
accordance with the provisions of this Escrow.
Section 7. Acceptance of the Trusts
The Escrow Agent accepts and agrees to execute the
trusts imposed upon it by this Escrow, but only upon the terms
and conditions set forth herein. The Escrow Agent, prior to the
notification of a default in the payment of interest on or prin-
cipal of the Bonds and after the curing of any such default,
undertakes to perform such duties and only such duties as are
specifically set forth in this Escrow and no implied covenants or
obligations should be read into this Escrow against the Escrow
Agent. In case the Escrow Agent has received notification of a
default in the payment of interest on or principal of the Bonds,
the Escrow Agent agrees to perform such trusts as an ordinarily
prudent trustee under a corporate mortgage, but in any such
event, only upon and subject to the following express terms and
conditions:
A. The Escrow Agent may execute any of the trusts or
powers hereof and perform any of its duties by or through attor-
neys, agents, receivers, or employees but shall be answerable for
the conduct of the same in accordance with the standard specified
above, and shall be entitled to advice of counsel concerning all
matters of trusts hereof and duties hereunder, and may in all
cases pay such reasonable compensation to any attorney, agent,
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receiver or employee retained or employed by it in connection
herewith. The Escrow Agent may act upon the opinion or advice of
an attorney, consultant or accountant selected by it in the
exercise of reasonable care or, if selected or retained by HELP,
approved by the Escrow Agent in the exercise of such care. The
Escrow Agent shall not be responsible for any loss or damage
resulting from any action or nonaction based on its good faith
reliance upon such opinion or advice.
B. The Escrow Agent shall not be responsible for any
recital herein, or in the Bonds, or for the investment of moneys
as herein provided except as expressly required herein, or the
filing of financing statements, or for the validity of the
execution by the Village or HELP of this Escrow, or of any
supplemental instruments of further assurance, or for the suffi-
ciency of the security for the Bonds intended to be secured
hereby, or for the value or title of the property herein conveyed
or otherwise as to the maintenance of the security hereof. The
Escrow Agent shall have no obligation to perform any of the
duties of the Village under the Bond Ordinance or of HELP under
the Memorandum of Coverage.
C. The Escrow Agent shall not be accountable for the
use or application by any party of any money paid over by the
Escrow Agent in accordance with the provisions of this Escrow.
D. The Escrow Agent shall be protected in acting upon
any notice, order, requisition, request, consent, certificate,
order, affidavit, letter, telegram or other paper or document in
good faith deemed by it to be genuine and correct and to have
been signed or sent by the proper person or persons having the
power or right to issue such notice, order or other such communi-
cation.
E. As to the existence or non-existence of any fact or
as to the sufficiency or validity of any instrument, paper or
proceeding, the Escrow Agent shall be entitled to rely upon a
certificate signed on behalf of the Village by its President or
Village Clerk or its Treasurer or signed on behalf of HELP by its
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Chairman or Secretary or its Treasurer as sufficient evidence of
the facts therein contained and prior to the occurrence of a
default of which the Escrow Agent has been notified as provided
in paragraph G of this Section shall also be at liberty to accept
a similar certificate to the effect that any particular dealing,
transaction or action is necessary or expedient, but may at its
discretion secure such further evidence deemed necessary or
advisable, but shall in no case be bound to secure the same. The
Escrow Agent may accept a certificate of the Village Clerk (with
respect to Village documents) and the Secretary of HELP (with
respect to HELP documents) under its seal to the effect that a
resolution, ordinance or proceeding in the form therein set forth
has been adopted by the Village or HELP (as applicable) as
conclusive evidence that such resolution, ordinance or proceeding
has been duly adopted, and is in full force and effect.
F. The permissive right of the Escrow Agent to do
things enumerated in this Escrow shall not be construed as a
duty, and the Escrow Agent shall not be answerable for other than
its negligence or willful default.
G. The Escrow Agent shall not be required to take
notice or be deemed to have notice of any default on the Bonds
unless the Escrow Agent shall be specifically notified in writing
of such default by HELP, the Village or by the holder of one or
more of the Bonds, all notices or other instruments required by
this Escrow to be delivered to the Escrow Agent must, in order to
be effective, be delivered at the principal corporate trust
office of the Escrow Agent, and in the absence of such notice so
delivered the Escrow Agent may conclusively assume there is no
default except as aforesaid.
H. The Escrow Agent shall not be required to give any
bond or surety in respect of the execution of the said trusts and
powers or otherwise in respect of the premises.
I. Notwithstanding anything elsewhere in this Escrow
contained, the Escrow Agent shall have the right, but shall not
be required, to demand, in respect of the withdrawal of any cash
-11-
or any action whatsoever within the purview of this Escrow, any
showings, certificates, opinions, appraisals or other informa-
tion, or corporate action or evidence thereof, in addition to
that by the terms hereof required as a condition of such action
by the Escrow Agent deemed desirable for the purpose of estab-
lishing the right of HELP to the withdrawal of any cash or the
taking of any other action by the Escrow Agent.
J. Before taking any action under this Escrow the
Escrow Agent may require that a satisfactory indemnity bond be
furnished for the reimbursement of all expenses to which it may
be put and to protect it against all liability except liability
which is adjudicated to have resulted from its negligence or
willful default in connection with any action so taken.
K. All moneys received by the Escrow Agent shall,
until used or applied -or invested as herein provided, be held in
trust for the purposes for which they were received but need not
be segregated from other funds except to the extent required by
law or by this Escrow. •The Escrow Agent shall not be under any
liability for interest on any moneys received hereunder except
such as may be agreed upon.
Section 8. Fees, Charges and Expenses of Escrow Agent
The Escrow Agent shall be entitled to payment and/or
reimbursement by HELP for reasonable fees and for its services
rendered hereunder and all advances, counsel fees and other
expenses reasonably and necessarily made or incurred by the
Escrow Agent in connection with such services.
Section 9. Successor Escrow Agent
Any corporation or association into which the Escrow
Agent may be converted or merged, or with which it may be con-
solidated, or to which it may sell or transfer its corporate
trust business and assets as a whole or substantially as a whole,
or any corporation or association resulting from any such conver-
sion, sale, merger, consolidation or transfer to which it is a
-12-
party, ipso facto, shall be and become successor Escrow Agent
hereunder and vested with all of the title to the whole property
or trust estate and all the trusts, powers, discretions, immuni-
ties, privileges and all other matters as was its predecessor,
without the execution or filing of any instrument or any further
act, deed or conveyance on the part of any of the parties hereto,
anything herein to the contrary notwithstanding.
Section 10. Resignation by the Escrow Agent
The Escrow Agent and any successor Escrow Agent may at
any time resign from the trusts hereby created by giving thirty
days written notice to the Village and HELP, and such resignation
shall take effect at the end of such thirty days, or upon the
earlier appointment of a successor Escrow Agent by the Village
and HELP. Such notice to the Village and HELP may be served
personally or sent by registered or certified mail.
Section 11. Removal of the Escrow Agent
The Escrow Agent may be removed at any time by an
instrument in writing delivered to the Escrow Agent and signed by
the Village and HELP.
Section 12. Appointment of Successor Escrow Agent;
Temporary Escrow Agent
In case the Escrow Agent hereunder shall resign or be
removed, or be dissolved or shall be in process of dissolution or
liquidation, or otherwise becomes incapable of acting hereunder,
or in case it shall be taken under the control of any public
officer or officers, or of a receiver appointed by a court, a
successor shall be appointed by the Village and HELP, by an
instrument signed by the Village, duly authorized by resolution
or ordinance of the President and Board of Trustees and by HELP,
duly authorized by the Board of Directors of HELP; provided,
nevertheless, that in case of such vacancy the Village and HELP
by instruments executed and signed by the President of the
Village and attested by its Village Clerk or other designated
-13-
officers of the Village under its seal and by the Chairman of
HELP and attested by its Secretary or other designated officers
of HELP under its seal, may appoint a temporary Escrow Agent to
fill such vacancy until a successor Escrow Agent shall be
appointed in the manner above provided; and any such temporary
Escrow Agent so appointed by the Village and HELP shall
immediately and without further act be superseded by the Escrow
Agent so appointed by the Village and HELP. Every such Escrow
Agent appointed pursuant to the provisions of this Section shall
be a trust company or bank in good standing, within the State of
Illinois, having corporate trust powers and subject to exami-
nation by Federal or State authorities, and having a reported
capital and surplus of not less than $10,000,000.
Section 13. Concerning Any Successor Escrow Agent
Every successor Escrow Agent appointed hereunder shall
execute, acknowledge. and deliver to its predecessor and also to
the Village and HELP -an instrument in writing accepting such
appointment hereunder, and thereupon such successor, without any
further act, deed or conveyance, shall become fully vested with
all the estates, properties, rights, powers, trusts, duties and
obligations of its predecessor, but such predecessor shall,
nevertheless, on the written request of the Village and HELP, or
of its successor, execute and deliver an instrument transferring
to such successor Escrow Agent all the estates, properties,
rights, powers and trusts of such predecessor hereunder, and
every predecessor Escrow Agent shall deliver all securities and
moneys held by it as Escrow Agent hereunder to its successor.
Should any instrument in writing from the Village and HELP be
required by any successor Escrow Agent for more fully and
certainly vesting in such successor the estate, rights, powers
and duties hereby vested or intended to be vested in the pre-
decessor, any and all such instruments in writing shall, on
request, be executed, acknowledged and delivered by the Village
and HELP.
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Section 14. Escrow Agent Protected in Relying Upon
Resolution, Etc.
The resolutions, ordinances, proceedings, opinions,
certificates and other instruments provided for in this Escrow
may be accepted by the Escrow Agent as conclusive evidence of the
facts and conclusions stated therein and shall be in full war-
rant, protection and authority to the Escrow Agent for the
release of property and the withdrawal of cash hereunder.
Section 15. Successor Escrow Agent as Escrow Agent of
Funds
In the event of a change in the office of Escrow Agent,
the predecessor Escrow Agent which has resigned or been removed
shall cease to be Escrow Agent of the funds, and the successor
Escrow Agent shall become such Escrow Agent.
Section 16. Amendments, Etc. to Escrow
This Escrow may be amended in any manner or terminated
upon submission"to the Escrow Agent of the following:
A. Copy of amendment or statement to terminate Escrow signed
by the President and Village Clerk of the Village and the
Chairman and Secretary of HELP; and
B. Opinion of Chapman and Cutler, bond counsel to the Vil-
lage, or other nationally recognized bond counsel, that (1) the
amendment complies with the Bond Ordinance, (2) no right or
interest currently exists in the Escrow for or on behalf of any
party other than the Village and HELP and the action may properly
be taken unilaterally without regard to any other party and (3)
the actions by the officers of the Village and HELP in amending
or terminating the Escrow are in accordance or consistent with
proceedings properly taken by the President and Board of Trustees
of the Village and the Board of Directors of HELP.
In the event of amendment or termination, the Escrow
Agent shall administer or terminate the Escrow as then directed.
-15-
Section 17. Limitation of Rights
With the exception of rights herein expressly conferred
or rights expressly conferred in the Bond Ordinance, nothing
expressed or mentioned in or to be implied from this Escrow or
the Bonds is intended or shall be construed to give to any person
or company other than the Village, HELP, the Bondholders and the
parties hereto, or their successor or assigns, any legal or
equitable right, remedy or claim under or in respect to this
Escrow or any covenants, conditions and provisions herein con-
tained; this Escrow and all of the covenants, conditions and
provisions hereof being intended to be and being for the sole and
exclusive benefit of the Village, HELP and the parties hereto.
Section 18. Discharge
Sixty days after final payment of the Bonds or upon
termination by the terms of Section 16 hereof, this Escrow shall
be discharged and terminated, and all moneys on deposit with the
Escrow Agent shall forthwith be transferred to HELP pursuant to
specific instructions set forth in a certified copy of a
resolution of the Board of HELP; provided, however, that the
transfer of moneys from this Escrow pursuant to this Section
shall in no way change the rights and obligations of the Members
of HELP as set forth in the Intergovernmental Agreement and the
Contract and By -Laws of HELP.
Section 19. Binding, Effect
This Escrow shall be binding upon and inure to the
benefit of each of the parties hereto.
Section 20. Governing Law
This Escrow shall be construed in accordance with and
governed by the law of the State of Illinois.
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Section 21. Notices
All notices, certificates, demands or other communica-
tions hereunder shall be sufficiently given and shall be deemed
given when hand delivered or mailed by registered or certified
mail, postage prepaid, addressed as follows.
(a) If to the Village:
Mr. George C. Coney
Treasurer and Director of Finance
Village of Elk Grove Village
901 Wellington Avenue
Elk Grove Village, Illinois 60007-3499
(b) If to HELP:
Mr. George J. Valentine
Village of Deerfield
850 Waukegan Road
Deerfield, Illinois 60015
(c) If to the Escrow Agent:
LaSalle National Bank
135 South LaSalle Street
Chicago, Illinois 60603
Any party hereto may, by notice given hereunder, designate any
different address to which subsequent notices, certificates,
demands or other communications to it shall be sent.
Section 22. Captions
The captions and headings in this Escrow are for con-
venience only and in no way define, limit or prescribe the scope
or intent of any provisions hereof.
Section 23. Severability
If 'any provision of this Escrow shall be held invalid
or unenforceable by any court of competent jurisdiction, such
holding shall not invalidate or render unenforceable any other
provision hereof.
-17-
Section 24. Execution in Counterparts
This Escrow may be executed in several counterparts,
each of which shall be an original and all of which shall consti-
tute one and the same instrument.
IN WITNESS WHEREOF the parties hereto have caused this
Escrow Agreement to be duly executed by their respective officers
on the day and year first above written.
VILLAGE OF ELK GROVE VILLAGE
Cook and DuPage Counties, Illinois
By Charles J. Zettek
President
Attest:
Patricia S. Smith
Village Clerk
(SEAL)
HIGH—LEVEL EXCESS LIABILITY POOL
By
Attest:
(SEAL)
LASALLE NATIONAL BANK
By
Attest:
(SEAL)
The aforesaid Escrow Agreement received and acknowl-
edged this day of 1988.
George C. Coney
Village Treasurer,
Village of Elk Grove Village
-19-
C
STATE OF ILLINOIS )
) SS
COUNTIES OF COOK AND DQPAGE
GENERAL CERTIFICATE OF ELK GROVE VILLAGE
We, the undersigned, do hereby certify that we are the
duly qualified and acting officers, respectively, of the Village
of Elk Grove Village, Cook and DuPage Counties, Illinois (the
"Municipality"), as indicated by the titles shown opposite our
names hereinafter set forth, and as such officers we do further
certify that we have reviewed the books, files, and records in
our care and custody and that, from such review, we do further
certify as follows:
A. Organizational Facts
1. Since its date of incorporation, the Municipality
has continuously operated pursuant to and in accordance with the
provisions of the general laws of the State of Illinois. The
Municipality is presently operating in accordance with and
pursuant to the provisions of the Illinois Municipal Code, and
all acts amendatory thereof and supplementary thereto (the
"Code").
2. The Municipality has not adopted and is not now
operating under the provisions of Article 4 of the Code providing
for the "Commission Form of Municipal Government," and has not
adopted and is not now operating under the provisions of Article
5 of the Code providing for "The Managerial Form of Municipal
Government."
II.A.5.
3. The Municipality is a "home rule unit" pursuant to
Article VII, Section 6, of the Constitution of the State of
Illinois.
4. The Corporate Authorities of the Municipality
(do/do not) require the laying over the resolutions or
ordinances.
5. The present duly qualified and acting officials of
the Municipality are as set forth in Exhibit A attached hereto.
All of said officers of the Municipality as hereinabove described
have been duly elected or appointed and qualified for their
respective offices since February 1, 1988, and, provided there
are no vacancies created by resignation or otherwise, will hold
such offices until the next election for such offices to be held
is canvassed and new officers duly constituted.
6. All of the news media that have filed a request for
notice of the meetings of the Corporate Authorities pursuant to
the Open Meetings Act of the State of Illinois, as amended, are
as follows:
Elk Grove Herald, Voice Newspapers, WGN, Chicago Snhnrhan TimPc�
Elk Grove Journal
(If no requests have been made, please
so indicate with the word "none".)
7. The regular meetings of the Corporate Authorities
are held on the 2nd and 4th Tuesdays of each month at 8:00 p.m.,
at the Village Hall located at 901 Wellington Avenue, Elk Grove
-2-
Village, Illinois, within the Municipality; the Corporate
Authorities have given public notice of said schedule of regular
meetings stating the regular dates, times and places of said
meetings at the beginning of the current calendar or fiscal year
by posting a copy of said public notice at the principal office
of the Corporate Authorities and by supplying copies of said
public notice to all of the news media that have filed a request
for such notice, and the Corporate Authorities have made said
schedule available to the public, and attached hereto as Exhibit
B is the schedule of regular meetings as posted.
8. No petition has been filed or is now pending
praying for the disconnection of any territory from the present
corporate limits of the Municipality.
9. No litigation or controversy is pending or threat-
ened and no tax objections are pending or threatened questioning
or affecting in any manner whatsoever the corporate existence of
Municipality, the boundaries thereof, the right of the Munici-
pality to levy taxes for municipal purposes or the title of any
of its present officials to their respective offices.
B. Execution of the Intergovernmental
Agreement and Escrow Agreement and
Purpose Hereof.
1. The Municipality has entered into an agreement,
dated as of March 1, 1988, with other municipalities who have
joined together to comprise the High -Level Excess Liability Pool,
which agreement is entitled "Intergovernmental Agreement Provid-
-3-
ing for the Payment of Debt Service." The Municipality has
entered into an escrow agreement providing for the holding,
investment and disbursement of funds and the assignment of
certain payments relating to the High -Level Excess Liability
Pool, which agreement is entitled "Escrow Agreement." The Inter-
governmental Agreement Providing for the Payment of Debt Service
and the Escrow Agreement are collectively referred to herein as
the "Agreements." This Certificate is given as part of the
transcript of proceedings and documents in connection with the
Agreements.
2. The Municipality has duly authorized, executed, and
delivered by all necessary action the Agreements and as of the
date hereof, the Agreements are in full force and effect and
constitute the valid, binding, and enforceable agreements of the
Municipality, and the Municipality is entitled to the benefits of
the same. The Municipality has authorized by all necessary
action the execution, delivery, receipt, and due performance of
the Agreements and any and all such other agreements and
documents as may be required to be executed, delivered, and
received by the Municipality in order to carry out, give effect
to, and consummate the transactions contemplated by the
Agreements.
-4-
C. Non -Litigation, No Breach of Obligation, and
No Default.
1. There is no litigation of any nature now pending
against the Municipality or to our knowledge threatened against
the Municipality seeking to restrain or enjoin the execution or
delivery of the Agreements, the performance of any of the provi-
sions contained in the Agreements, or in any manner affecting the
Agreements; no litigation of any nature is now pending against
the Municipality or, to our knowledge, threatened against the
Municipality, questioning, contesting, or in any matter relating
to or affecting the right or authority of the Municipality to
carry out the terms and provisions of the Agreements, the.
authority or proceedings pursuant to which the Agreements have
been authorized, or the validity of the Agreements; neither the
corporate existence of the Municipality nor the titles of the
officers of the Municipality to their respective offices are
being contested, and no authority or proceeding of the Munici-
pality relating to the Agreements has been repealed, revoked, or
rescinded; and there are no actions at law, in equity, or before
any administrative body pending against the Municipality, nor to
the knowledge of the Municipality threatened against the Munici-
pality, affecting in any manner whatsoever the transactions con-
templated by the Agreements.
2. The execution and delivery of the Agreements, and
the compliance by the Municipality with the provisions thereof,
-5-
will not conflict with or constitute on the part of the Munici-
pality a breach of or a default under any existing law, court or
administrative regulation, decree, or order, or any agreement or
other instrument to which the Municipality is subject or by which
it or its properties is or may be bound.
IN WITNESS WHEREOF we have hereunto affixed our
official signatures and seal of the Municipality this 22nd day
of March, 1988.
Charles J. Zettek
Patricia S. Smith
George C. Coney
(SEAL)
TITLE
President
Village Clerk
Village Treasurer
EXHIBIT A
MUNICIPAL OFFICIALS
Office
President
Trustee
Trustee
Trustee
Trustee
Trustee
Trustee
Village Clerk
Village Treasurer
Village Attorney
Incumbent
Charles J. Zettek
Joseph T. Bosslet
Ronald L. Chernick
Dennis J. Gallitano
Edward R. Hauser
James P. Petri
Michael A. Tosto
Patricia S. Smith
George C. Coney
George B. Knickerbocker
EXHIBIT B
SCHEDULE OF REGULAR 14EETINGS
VILLAGE BOARD OF TRUSTEES
Elk Grove Village Municipal Building - Council Chambers . . . . . . . . 8:00 p.m.
2nd & 4th Tuesdays of each month
If meeting date falls on a legal holiday,
Vlg. Board will meet on the following day.
COMMUNITY SERVICE BOARD
Elk Grove Village Municipal Building - Lower Level Meeting Room . . . . 8:00 p.m.
3rd Thursday of each month
ELECTRICAL COMMISSION
Elk Grove Village Municipal Building - Lower Level Meeting Room
No regularly scheduled meetings
FIRE AND POLICE COMMISSION
Elk Grove Village Municipal Building - Village Attorney's Office . . . .8:00 p.m.
4th Monday of each month
FIREMEN'S PENSION BOARD
Elk Grove Vlg. Headquarters Fire Station - 101 Biesterfield Road . . . . . .7:00 p.m.
1st Monday in February, May, August, November
HEALTH, BOARD OF
Elk Grove Village Municipal Building - Lower Level Meeting Room . . . . 7:30 p.m.
1st Tuesday of each month
HOUSING COMMISSION
Elk Grove Village Municipal Building - Lower Level Meeting Room . . . . 8:00 p.m.
No regularly scheduled meetings
PLAN COMMISSION
Elk Grove Village Municipal Building - Lower Level Meeting Room . . . . 8:00 p.m.
1st and 3rd Wednesdays of each month
PLAN COMMISSION & JUDICIARY, PLANNING & ZONING COMMITTEE
Elk Grove Village Municipal Building - Lower Level Meeting Room . . . . 8:00 p.m.
1st Wednesday in January, April, July, October
POLICE PENSION BOARD
Elk Grove Village Municipal Building - Lower Level Meeting Room
2nd Tuesday in January, April, April, July, October
ZONING BOARD OF APPEALS
Elk Grove Village Municipal Building - Lower Level Meeting Room
No Regularly scheduled meetings