HomeMy WebLinkAboutRESOLUTION - 35-89 - 6/13/1989 - GEN. OBLIGATION BONDS/10,000,000EXTRACT OF MINUTES of a 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, located at 901
Wellington Avenue, in said Village at 8:06 p.m.,
on the 13th day of .June 1989.
The President called the meeting to order and directed
the Village Clerk to call the roll.
Upon roll call, the following answered present: Charles
J. zettek , President, and Trustees Joseph T. Bosslet, Ronald
L. Chernick, Edward R. Hauser, James P. Petri, Michael A. Tosto
The following were absent: Dennis J. Gallitano
Trustee Chernick
presented, the Village Attorney
explained, and the Village Clerk read into the record in full the
following resolution:
RESOLUTION confirming sale of $10,000,000
General Obligation Bonds, Series 1989, of the
Village of Elk Grove Village, Cook and DuPage
Counties, Illinois.
[Extract, Resolution Confirming Sale]
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Petri
Trustee Ronald L. Chernick moved and Trustee James P.
seconded the motion that said resolution as pre -
sented and read be adopted.
After discussion thereof, the President directed that
the roll be called for a vote upon the motion to adopt the reso-
lution.
Upon the roll being called, the following Trustees
voted AYE: Edward R. Hauser, James P. Petri, Michael A. Tosto,
Joseph T. Bosslet, Ronald L. Chernick
and the following Trustees voted NAY: none
the President declared the motion carried and
the resolution 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 the President and Board of
Trustees of the Village of Elk Grove Village, Cook and DuPage
Counties, Illinois.
adjourned.
Other business was duly transacted.
Upon motion duly made and carried, the meeting
Patricia S. Smith
Village Clerk
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RESOLUTION NUMBER 35-89
RESOLUTION confirming sale of $10,000,000
General Obligation Bonds, Series 1989, of the
Village of Elk Grove Village, Cook and DuPage
Counties, Illinois.
WHEREAS the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois (the "Village"), has advertised for
bids for $10,000,000 General Obligation Bonds, Series 1989 (the
"Bonds"); and
WHEREAS the Bonds have been offered for sale and the
bids therefor have been received and tabulated as indicated on
Exhibit A attached hereto and made a part hereof by this refer-
ence, and it is hereby determined that the bid (the "Bid") of
Harris Trust and Savings Bank, Chicago, Illinois, and associates,
conforms to all terms of the Official Notice of Sale for the
Bonds and is the lowest and best bid for the Bonds, and said
purchaser has agreed to accept delivery of the Bonds bearing the
rates of interest as hereinafter set forth;
NOW THEREFORE Be It Resolved by the President and Board
of Trustees of the Village of Elk Grove Village, Cook and DuPage
Counties, Illinois, as follows:
Section 1. Execution of Bonds
The Bonds as defined in the preambles to this resolu-
tion shall be executed by the officials of the Village in the
manner and form as provided for in and by the ordinance authoriz-
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ing the Bonds, and the Bonds shall bear interest at the rates for
the years as set forth in the Bid, copy of which is attached
hereto as Exhibit B and made a part hereof by this reference.
Section 2. Accept Bid
The President and Village Clerk are hereby authorized
and directed to execute and accept the Bid.
Section 3. Deliver Bonds
The officials of the Village are hereby ordered and
directed to have the Bonds prepared for delivery to the said
purchaser thereof, and to execute the Bonds bearing the rates of
interest specified herein. Upon execution thereof, the Bonds
shall be deposited with the Village Treasurer and be by said
Treasurer delivered to the aforesaid purchaser thereof upon
receipt of the purchase price therefor, being a price of
$9,906,300.00 plus accrued interest, in accordance with the terms
of the contract hereby authorized to be entered into by and
between such purchaser and the Village.
Section 4. No Conflicts
It is hereby found and declared that no person holding
any office of the Village, either by election or appointment, is
in any manner interested, either directly or indirectly, in his
own name or in the name of any other person, association, trust
or corporation, in the contract so confirmed in this resolution
to said purchaser for the purchase and sale of the Bonds.
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Section 5. Effective Date
This resolution shall be in full force and effect
immediately upon its passage.
Passed this 13th day of June 1989.
Approved this 13th clay of June 1989.
APPROVED:
Charles J. Zettek
President
AYES: Edward R. Hauser, James P. Petri, Michael A. Tosto, Joseph T.
Bosslet, Ronald L. Chernick.
NAYS: none
ABSENT: Dennis J. Gallitano
Recorded in the Village records on June 13 , 1989
Attest:
Patricia S. Smith
Village Clerk
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.John Soveen.F('u. l ncorpuruted CrstA%a(-kcrUnice Tt�lephone M2,917.7700
Inccstment Bankers .io). Illinois 60600-1286
EXHIBIT "A"
June 13, 1989
The President and Board of Trustees
village of Elk Grove Village
901 Wellington Avenue
Elk Grove Village, Illinois
Ladies and Gentlemen:
John Nuveen & Co. Incorporated has served as your financial advisor
in the receipt of bids for $10,OCO,000 General Obligation Bonds, Series
1989. Today we opened six valid bids for the bonds, represented by the
account managers as follows:
True Interest Cost
Harris Trust and Savings Bank
6.5204%
First Chicago Capital Markets
6.6175
Griffin, Kubik, Stephens & Thompson
6.6420
Merrill Lynch Capital Markets
6.6500
Prudential-Bache Capital Funding
6.6367
National Bank of Detroit
6.8098
We have reviewed the bids andreceived and delivered a $200,000 "good
faith" check from the Harris Trust to the care of George Coney, Director
of Finance and Treasurer. We recommend that the Board accept the bid of
Harris Trust and Savings Bank.
We will be present at your meeting tonight to answer questions and
report in person on the bidding.
-1el
John H. Peterson
Vice President
JHP/mf
6711d/42
EXHIBIT B
[To Resolution Confirming Sale]
[Here insert copy of offer of purchaser as executed
by President and Village Clerk]
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c 'd 61;rl 68%h1i90
A-- -
EXHIBIT "B" page 1
OFFICIAL BID FORM
w0aA
June 13, 1989
Village of Elk Grove Village, Illinois
c/o John Nuveen & Co. Incorporated
333 West Wacker Drive
Chicago, Illinois 60606
President and Village Board of Trustees:
For your $10,000,000 General Obligation Bonds, Series 1989 (maturing 1990 through 2004) of the Village
of Elk Grove Village, Illinois, as described in the annexed Official Notice of Sale which is expressly made a part
of this bid, we will pay you $ 06i. o0 plus accrued interest from July 1, 1989, to the date of delivery for
bonds bearing interest as follows (each rate a multiple of 1/8 or 1/20 of 1%).
AMOUNTS, MATURITIES, AND INTEREST RATES
Principal
Dae
Interest
Principal
Due
Interest
Amount
December 1
Rates
Ameunl
December t
Rates
$140,000
1990
6J�%
$700,000
1998
00%
440,000
1991
4.15%
750,000
1999
6.35%
470,000
1992
4d%
800,000
2000
4.16—%
500,000
1993
640%
860,000
2001
k111%
535,000
1994
iva_%
920,000
2002
LYS.%
575,000
1995
(610%
985,000
2003
AL. 56 TO
615,000
1996
1>•A5%
1,055,000
2004
&50%
655,000
1997
4:5%a
This bid is irrevocable for 24 hours. Said bonds are to be executed and delivered to us in accordance with
the terms of this bid accompanied by the approving legal opinion of Chapman and Cutler, Chicago, Illinois.
You are to pay for said legal opinion and for registering the bonds with Midwest Securities Trust Company in a
global book -entry form.
As evidence of our good faith, we enclose herewith a check payable to the order of the Treasurer of the
Village of Elk Grove Village, Illinois in the sum of $200,000 under the terms provided in your Official Notice of
Sale. Attached hereto is a list of the members of our account on whose behalf this bid is made.
Description of Check:
Amount: $200,000
Name of Bank
Harr a Trugtf and Saying Hark
City State Illinois
Certified (Cashier's) Check No. A850222
Dated June 8, 1989
Respectfully Submitted,
e Harris Trus an Savings Bank & Aasoclat
AlatA e A c ) Account
dres Manager
By arm n, ce res ent
Ad
City Chicago State Illinois
For Use by Village Only
The above check was returned and received
for the above named Account Manager
By
The foregoing bid was accepted and bonds sold by resolu ' n of the Village of Elk Grove Village, Illinois,
June 13, 1989, and receipt is hereby acknowledged of the g d faith check whit is bei held in accordance
with the terms of the annexed fficial Notice of Sale.
I AGE OF EL O ILLAGE, ILLIN
Village Clerk asurer
—NOT A PART OF BID—
Our calculation on a true interest cost ("TIC") basis to my 1, 1989
produces a net effective interest rate ofd 5d %
TOTAL BOND YEARS: 98,761.667 Years
AVERAGE LIFE: 9 Years, 11 Months
8 'd n"i0i E 'd 01:01 68%b1i80
EXHIBIT "B" PAGE 2
VIL.L..AGE. OF ELK GROVE VILLAGE, ILLINOIS
Membership
Harris Trust and Savings Bank )
Bear, Stearns I Co., Incorporated, Chicago )
The First Boston Corporation, New York )
Norwest Investment Services, Inc., Minneapolis)
John Nuveen & Co., Incorported, Chicago )
Van Kampen Merritt Incorporated, Lisle )
William Blair E, Company, Chicago
Boatmen's National. Bank, St. Louis
Hutchinson, Shockey, Erley & Company
Amo rcian National Bank
and frust Company of Chicago
Bernardi Securities, Incorporated
Prescott, Ball & Turbon, ]Incorporated, Now York
Thomson McKinnon Securities, Inc., Detroit
Unibanc Trust Company, Chicago
United Missouri Bank
Joint
Managers
w0ai
STATE OF ILLINOIS )
SS
COUNTY OF COOK )
CERTIFICATION Oi' RESOLUTION AND MINUTES
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 journal
of proceedings, books, records, minutes and files of the Village
and of the President and Board of Trustees (the "Corporate
Authorities") thereof.
I do further certify that the foregoing constitutes a
full, true and complete transcript of the minutes of the legally
convened meeting of the Corporate Authorities of the Village held
on the 13th day of June 1989, and of a resolution, adopted at
said meeting, numbered 15_A9 , and entitled:
RESOLUTION confirming sale of $10,000,000
General Obligation Bonds, Series 1989, of the
Village of Elk Grove Village, Cook and DuPage
Counties, Illinois.
I do further certify that the deliberations of the
Corporate Authorities on the adoption of said resolution were
taken openly; that the vote on the adoption of said resolution
was taken openly; that said meeting was he'd at a specified time
and place convenient to the public; that the notice of said
meeting was duly given to all newspapers, radio or television
stations and other news media requesting such notice; and that
said meeting was called and held in strict accordance with the
provisions of the Open Meetings Act of the State of Illinois, as
amended, and that the Corporate Authorities have complied with
all of the applicable provisions of said Act, the Illinois
Municipal Code, and their own procedural rules in the adoption of
said resolution.
IN WITNESS WHEREOF I have hereunto affixed my official
signature and the seal of the Village this 14th day of June
1989.
Patricia S. Smith
Village Clerk
(SEAL)
EXTRACT 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, located at 901
Wellington Avenue, in said Village, at 8:06 p.m•,
on the 13th day of June 1989.
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 fol-
lowing Trustees answered present: Joseph T. Bosslet, Ronald L. Chernick
Edward R. Hauser, James P. Petri, Michael A. Tosto
The following were absent:
Dennis J. Gallitano
The President and Board of Trustees then discussed the
proposed library building project for the Village and other
public improvements and considered an ordinance providing for the
issuance of $10,000,000 General Obligation Bonds, Series 1989, of
the Village of Elk Grove Village, Cook and DuPage Counties,
Illinois, and providing for the levy and collection of a direct
annual tax for the payment of the principal of and interest on
said bonds.
Thereupon Trustee James P. Petri presented, the
Village Attorney explained, and there was read into the record in
full the following ordinance:
AN ORDINANCE providing for the issuance of
$10,000,000 General Obligation Bonds, Series 1989,
of the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois, and providing for the
levy and collection of a direct annual tax for the
payment of the principal of and interest on said
bonds.
(the Bond Ordinance).
Trustee James P. :Petri moved and Trustee
Ronald L. Chernick seconded the motion that the Bond Ordinance
as presented be adopted.
A Board discussion of the matter followed. During the
Board discussion, the President gave a public recital of the
nature of the matter, which included a reading of the title of
the ordinance and statements (1) that the ordinance provided for
the issuance of general obligation bonds for the purpose of pro-
viding funds for the library and other municipal projects, (2)
that the bonds are issuable without referendum pursuant to the
home rule powers of the Village, (3) that the ordinance provides
for the levy of taxes to pay, the bonds, and (4) that the ordi-
nance provides many details for the bonds, including tax-exempt
status covenants, provision for terms and form of the bonds, and
appropriations.
Thereupon the President directed that the roll be
called for a vote upon the motion to adopt such ordinance.
Upon the roll being called, the following Trustees
voted AYE: James P. Petri, Michael A. Tosto. Joseph T. Bossl r Rnnald
L. Chernick, Edward R. Hauser
and the following Trustees voted NAY:
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 the Village of Elk Grove
Village, Cook and DuPage Counties, Illinois.
adjourned.
Other business was duly transacted at said meeting.
Upon motion duly made and carried, the meeting
Patricia S. Smith
Village Clerk
ORDINANCE NUMBER 2048
AN ORDINANCE providing for the issuance of
$10,000,000 General Obligation Bonds, Series 1989,
of the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois, and providing for the
levy and collection of a direct annual tax for the
payment of the principal of and interest on said
bonds.
WHEREAS the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois (the "Village") has a population in
excess of 25,000 as determined by the last official census, and
pursuant to the provisions of Section 6 of Article VII of the
Constitution of the State of Illinois, the Village is a home rule
unit and may exercise any power or perform any function pertain-
ing 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 matur-
ing within 40 years from the time it is incurred without prior
referendum approval; and
WHEREAS the President and Board of Trustees of the
Village have adopted no ordinances, resolutions, orders or
motions or provided any Village Code provisions which restrict or
limit the exercise of the home rule powers of the Village in the
issuance of general obligation bonds without referendum for cor-
porate purposes or which provides any special rules or procedures
for the exercise of such power; and
WHEREAS the Board of Library Trustees of the Village
have heretofore submitted to the Corporate Authorities for con-
sideration and approval a record of said Trustees' proceedings
(the "Proceedings") in approving a plan and estimate of cost for
a new public library building in and for the Village (the
"Library Project") in which it is determined that $4,500,000 is
the amount necessary to be raised from a bond issue of the
Village; and
WHEREAS the Corporate Authorities have considered the
Proceedings and do hereby approve them and do further concur in
the findings and recommendations set forth therein as if set
forth herein in full; and
WHEREAS the Corporate Authorities have heretofore
determined and do hereby determine that it is necessary and
advisable for the public health, safety, welfare, and convenience
of residents of the Village that certain municipal improvements,
including street and intersection and fire station improvements,
all as more particularly described in the complete Capital
Improvement Program for the Village, as adopted by the Corporate
Authorities of the Village on the 9th day of May 1989 (which
improvements may be referred to as the "Corporate Capital
Improvements"), all in accordance with the Capital Improvement
Program, but subject to amendment as deemed necessary from time
to time by the Corporate Authorities; and
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WHEREAS the estimated cost to the Village of the
Corporate Capital Improvements is the sum of $6,873,810; and
WHEREAS there are .insufficient funds of the Village on
hand and lawfully available to pay such costs of the Library
Project, as aforesaid, and the Corporate Capital Improvements
Project (which library project and improvements project may be
referred to, collectively, as the "Projects"); and
WHEREAS the Corporate Authorities do hereby determine
that it is advisable and in the best interests of the Village to
borrow $10,000,000 at this time for the purpose of paying a part
of the costs of the Projects and, in evidence of such borrowing,
issue its full faith and credit bonds in the principal amount of
$10,000,000;
NOW THEREFORE Be it Ordained by the President and Board
of Trustees of the Village of Elk Grove Village, Cook and DuPage
Counties, Illinois, in the exercise of its home rule powers, as
follows:
Section 1. Definitions
In addition to such other words and terms used and
defined in this Ordinance, the following words and terms used in
this Ordinance shall have the following meanings, unless, in
either case, the context or use clearly indicates another or
different meaning is intended:
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"Bond" or "Bonds" means one or more, as applicable, of
the $10,000,000 General Obligation Bonds, Series 1989, authorized
to be issued by this Ordinance.
"Bond Account" means the Bond Account established and
defined in Section 14 of this Ordinance.
"Bond Register" means the books of the Village kept by
the Bond Registrar to evidence the registration and transfer of
the Bonds.
"Bond Registrar" means the Treasurer of the Village or,
as provided herein, a successor bank with trust powers or a trust
company, duly authorized to do business as a bond registrar and
paying agent as herein required.
"Code" means the Internal Revenue Code of 1986.
"Corporate Authorities" means the President and Board
of Trustees of the Village.
"Depository" means Midwest Securities Trust Company, an
Illinois limited trust company, its successors, or a successor
depository qualified to clear securities under applicable state
and federal laws.
"Ordinance" means this Ordinance, numbered as set forth
on the title page hereof, and passed by the Corporate Authorities
on the 13th day of June 1989.
"Pledged Taxes" means the taxes levied on the taxable
property within the corporate limits of the Village to pay prin-
cipal of and interest on the Bonds as made in Section 11 hereof.
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"Projects" means the Village Library Project and
Corporate Capital Improvements Project as described and defined
in the preambles hereto.
"Projects Fund" means the Projects Fund authorized to
be established and as defined in Section 14 of this Ordinance.
"Rebate Fund" means the Rebate Fund authorized to be
established and as defined in Section 14 of this Ordinance.
"Tax-exempt" means, with respect to the Bonds, the sta-
tus of interest paid and received thereon as not includible in
the gross income of the owners thereof under the Code for federal
income tax purposes except to the extent that such interest will
be taken into account in computing an adjustment used in deter-
mining the alternative minimum tax for certain corporations, in
computing the environmental tax imposed on certain corporations
and in computing the "branch profits tax" imposed on certain for-
eign corporations.
"Village" means the Village of Elk Grove Village, Cook
and DuPage Counties, Illinois.
Section 2. Incorporation of Preambles
The Corporate Authorities hereby find that all of the
recitals contained in the preambles to this Ordinance are true,
correct and complete and do :Incorporate them into this Ordinance
by this reference.
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Section 3. Determination To Issue Bonds
It is necessary and in the best interests of the
Village to acquire and construct the Projects, to pay all related
costs and expenses incidental thereto, and to borrow money and
issue the Bonds for such purposes.
It is hereby found and determined that such borrowing
of money is necessary for the welfare of the government and
affairs of the Village, is for a proper public purpose or pur-
poses and is in the public interest, and is authorized pursuant
to Section 6 of Article VII of the Illinois Constitution, the
Illinois Local Library Act, and all other laws supplemental
thereto; and these findings and determinations shall be deemed
conclusive.
Section 4. Bond Details
For the purpose of providing for the payment of a part
of the costs of the Projects, and to pay all related costs and
expenses incidental thereto, there shall be issued and sold the
Bonds in the principal amount of $10,000,000. The Bonds shall
each be designated "General Obligation Bond, Series 1989"; the
Bonds shall be dated July 1, 1989 (the "Dated Date"), and shall
also bear the date of authentication thereof. The Bonds shall be
in fully registered book -entry form, shall be in denominations of
$5,000 or integral multiples thereof (but no single Bond shall
represent principal maturing on more than one date), shall be
numbered consecutively in such fashion as shall be determined by
Q -M
the Bond Registrar, and shall become due and payable serially
(subject to right of prior redemption) on December 1 of the years
and in the amounts and bearing interest at the rates percent per
annum as follows:
Year
Amount($)
Rate(%)
Year
Amount($)
Rate(
1990
140,000
6.15
1998
700,000
6.30
1991
440,000
6.15
1999
750,000
6.35
1992
470,000
6.20
2000
800,000
6.40
1993
500,000
6.20
2001
860,000
6.45
1994
535,000
6.20
2002
920,000
6.45
1995
575,000
6.25
2003
985,000
6.50
1996
615,000
6.25
2004
1,055,000
6.50
1997
655,000
6.25
Each Bond shall bear interest from the later of its
Dated Date as herein provided or from the most recent interest
payment date to which interest has been paid or duly provided for
(including, in the case of a Bond issued in exchange for or upon
transfer or replacement of predecessor Bonds, such predecessor
Bonds), until the principal amount of such Bond is paid or duly
provided for, such interest (computed upon the basis of a 360 -day
year of twelve 30 -day months) being payable on June 1 and Decem-
ber 1 of each year, commencing on December 1, 1989. So long as
the Bonds are held in book -entry form as hereinafter more
specifically set forth, interest on each Bond shall be paid to
the Depository by check or draft or electronic funds transfer as
may be agreed by the Treasurer of the Village and the Depository;
in the event the Bonds should ever become available in physical
form to registered owners other than the Depository, interest on
each Bond shall be paid by check or draft of the Bond Registrar,
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payable upon presentation thereof in lawful money of the United
States of America, to the person in whose name such Bond is re-
gistered at the close of business on the applicable record
date. The applicable record date is the 15th day of the month
preceding any regular interest payment date (a June 1 or December
1) and the 15th day preceding any other interest payment date
which may be occasioned by a redemption of Bonds on a day other
than a regular interest payment date. The principal of and re-
demption premium, if any, due on the Bonds shall be payable in
lawful money of the United States of America upon presentation
thereof at the office of the Bond Registrar in the Village of Elk
Grove Village, Illinois, or at successor Bond Registrar and
address.
Section 5. Book -Entry Provisions
The Bonds shall be initially issued in the form of a
separate single fully registered Bond for each of the maturities
of the Bonds. Upon initial issuance, the ownership of each such
Bond shall be registered in the Bond Register in the name of
"Kray & Co.", or any successor thereto, as nominee of the
Depository. All of the outstanding Bonds from time to time shall
be registered in the Bond Register in the name of Kray & Co., as
nominee of the Depository. The Treasurer is authorized to exe-
cute and deliver on behalf of the Village such letters to or
agreements with the Depository as shall be necessary to effec-
tuate such book -entry system (any such letter or agreement being
��
referred to herein as the "Representation Letter"). Without
limiting the generality of the authority given to the Treasurer
with respect to entering into such Representation Letter, it may
contain provisions relating to (a) payment procedures, (b)
transfers of the Bonds or of beneficial interests therein, (c)
redemption notices and procedures unique to the Depository, (d)
additional notices or communications, and (e) amendment from time
to time to conform with changing customs and practices with re-
spect to securities industry transfer and payment practices.
With respect to Bonds registered in the Bond Register in the name
of Kray & Co., as nominee of the Depository, the Village and the
Bond Registrar shall have no responsibility or obligation to any
broker-dealer, bank or other financial institution for which the
Depository holds Bonds from time to time as securities depository
(each such broker-dealer, bank or other financial institution
being referred to herein as a "Depository Participant") or to any
person on behalf of whom such a Depository Participant holds an
interest in the Bonds. Without limiting the meaning of the
immediately preceding sentence, the Village and the Bond Regis-
trar shall have no responsibility or obligation with respect to
(a) the accuracy of the records of the Depository, Kray & Co., or
any Depository Participant with respect to any ownership interest
in the Bonds, (b) the delivery to any Depository Participant or
any other person, other than a registered owner of a Bond as
shown in the Bond Register, of any notice with respect to the
ME
Bonds, including any notice of redemption, or (c) the payment to
any Depository Participant or any other person, other than a
registered owner of a Bond as shown in the Bond Register, of any
amount with respect to principal of or interest on the Bonds. No
person other than a registered owner of a Bond as shown in the
Bond Register shall receive a Bond certificate with respect to
any Bond. Upon delivery by the Depository to the Bond Registrar
of written notice to the effect that the Depository has deter-
mined to substitute a new nominee in place of Kray & Co., and
subject to the provisions hereof with respect to the payment of
interest to the registered owners of Bonds at the close of
business on the applicable record date, the name "Kray & Co." in
this Ordinance shall refer to such new nominee of the
Depository.
In the event that (a) the Village determines that the
Depository is incapable of discharging its responsibilities
described herein and in the Representation Letter, (b) the agree-
ment among the Village, the Bond Registrar and the Depository
evidenced by the Representation Letter shall be terminated for
any reason or (c) the Village determines that it is in the best
interests of the beneficial owners of the Bonds that they be able
to obtain certificated Bonds, the Village shall notify the Depos-
itory and the Depository Participants of the availability of Bond
certificates, and the Bonds shall no longer be restricted to
being registered in the Bond Register in the name of Kray & Co.,
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as nominee of the Depository. The Village may determine that the
Bonds shall be registered in the name of and deposited with a
successor depository operating a book -entry system, as may be
acceptable to the Village, or such depository's agent or
designee, and if the Village does not select such alternate book -
entry system, then the Bonds may be registered in whatever name
or names registered owners of Bonds transferring or exchanging
Bonds shall designate, in accordance with the provisions
hereof. Notwithstanding any other provision of this Ordinance to
the contrary, so long as any Bond is registered in the name of
Kray & Co., as nominee of the Depository, all payments with re-
spect to principal of and interest on such Bond and all notices
with respect to such Bond shall be made and given, respectively,
in the manner provided in the Representation Letter.
In the event that the Bonds ever become generally re-
gistrable, as aforesaid, the Treasurer may, in his or her dis-
cretion at such time, designal-e a bank with trust powers or trust
company, duly authorized to do business as a bond registrar,
paying agent, or both, to act in one or both such capacities
hereunder, in the event the Treasurer shall determine it to be
advisable. Notice shall be given to the registered owners of any
such designation by registered mail not less than 30 days prior
to the effective date of such designation.
-11-
Section 6. Execution; Authentication
The Bonds shall be executed on behalf of the Village by
the manual or duly authorized facsimile signature of its Presi-
dent and attested by the manual or duly authorized facsimile sig-
nature of its Village Clerk, as they may determine, and shall
have impressed or imprinted thereon the corporate seal or fac-
simile thereof of the Village. In case any such officer whose
signature shall appear on any Bond shall cease to be such officer
before the delivery of such Bond, such signature shall neverthe-
less be valid and sufficient for all purposes, the same as if
such officer had remained in office until delivery. All Bonds
shall have thereon a certificate of authentication, substantially
in the form hereinafter set forth, duly executed by the Bond
Registrar as authenticating agent of the Village and showing the
date of authentication. No Bond shall be valid or obligatory for
any purpose or be entitled to any security or benefit under this
Ordinance unless and until such certificate of authentication
shall have been duly executed by the Bond Registrar by manual
signature, and such certificate of authentication upon any such
Bond shall be conclusive evidence that such Bond has been authen-
ticated and delivered under this Ordinance. The certificate of
authentication on any Bond shall be deemed to have been executed
by it if signed by an authorized officer of the Bond Registrar,
but it shall not be necessary that the same officer sign the cer-
tificate of authentication on all of the Bonds issued hereunder.
-12-
Section 7. Optional Redemption
The Bonds due on or after December 1, 1997, are subject
to redemption prior to maturity at the option of the Village,
from any available funds, in. whole or in part on any date on or
after June 1, 1997, and if in part, in inverse order of maturity,
and if less than an entire maturity, in integral multiples of
$5,000, selected by lot by the Bond Registrar as hereinafter
provided, at the redemption price of par plus accruedinterest to
the date fixed for redemption.
Section 8. Redemption Procedure
The Village shall, at least 45 days prior to the re-
demption date (unless a shorter time period shall be satisfactory
to the Bond Registrar), notify the Bond Registrar of such redemp-
tion date and of the principal amount of Bonds to be redeemed.
For purposes of any redemption of less than all of the Bonds of a
single maturity, the particular Bonds or portions of Bonds to be
redeemed shall be selected by lot not more than 60 days prior to
the redemption date by the Bond Registrar for the Bonds of such
maturity by such method of :lottery as the Bond Registrar shall
deem fair and appropriate; provided, that such lottery shall pro-
vide for the selection for redemption of Bonds or portions
thereof so that any $5,000 Bond or $5,000 portion of a Bond shall
be as likely to be called for redemption as any other such $5,000
Bond or $5,000 portion.
-13-
The Bond 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.
Unless waived by the owner of Bonds to be redeemed,
official notice of any such redemption shall be given by the Bond
Registrar on behalf of the Village by mailing the redemption
notice by registered or certified mail not less than 30 days and
not more than 60 days prior to the date fixed for redemption to
each registered owner of the Bond or Bonds to be redeemed at the
address shown on the Bond Register or at such other address as is
furnished in writing by such registered owner to the Bond Regis-
trar.
All official notices of redemption shall include at
least the information as follows:
(a) the redemption date;
(b) the redemption price;
(c) if less than all of the outstanding Bonds of a parti-
cular maturity are to be redeemed, the identification (and, in
the case of partial redemption of Bonds within such maturity, the
respective principal amounts) of the Bonds to be redeemed;
(d) 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; and
-14-
(e) the place where such Bonds are to be surrendered for
payment of the redemption price, which place of payment shall be
the office of the Bond Registrar.
Such additional notice and information as may be agreed
upon with the Depository shall also be given so long as the Bonds
are held by the Depository. Prior to any redemption date, the
Village shall have on deposit with the Bond 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 that date.
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 redemp-
tion 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 regi-
stered 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 to waived in writing by a registered
owner of a Bond entitled to receive such notice, either before or
after the event, and such waiver shall be the equivalent of such
-15-
notice. Waivers of notice by registered owners shall be filed
with the Bond 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 accor-
dance with said notice, such Bonds shall be paid by the Bond
Registrar at the redemption price. The procedure for the payment
of interest due as part of the redemption price shall be as
herein provided for payment of interest otherwise due. Upon sur-
render for any partial redemption of any Bond, there shall be
prepared for the registered owner a new Bond or Bonds of like
tenor, of authorized denominations, of the same maturity, and
bearing the same rate of interest in the amount of the unpaid
principal.
If any Bond or portion of 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 Bond so called for redemption. All Bonds
which have been redeemed shall be cancelled and destroyed by the
Bond Registrar and shall not be reissued.
In addition to the foregoing notice, further notice
shall be given by the Bond Registrar on behalf of the Village as
set out below, but no defect in said further notice nor any fail-
ure to give all or any portion of such further notice shall in
-16-
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 re-
deemed; (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.
Each further notice of redemption shall be sent at
least 35 days before the redemption date by registered or certi-
fied mail or overnight delivery service to all registered secu-
rities depositories then in the business of holding substantial
amounts of obligations of types comprising the Bonds (such depos-
itories now being Depository Trust Company of New York, New York,
Philadelphia Depository Trust Company of Philadelphia,
Pennsylvania, and Midwest Securities Trust Company of Chicago,
Illinois) and to one or more national information services,
chosen in the discretion of the Bond Registrar, that disseminate
notice of redemption of obligations such as the Bonds.
Each further notice of redemption shall be published
one time in The Bond Buyer, New York, New York or, if such publi-
cation is impractical or unlA ely to reach a substantial number
of the registered owners of the Bonds, in some other financial
-17-
newspaper or journal which regularly carries notices of redemp-
tion of other obligations similar to the Bonds, such publication
to be made at least 30 days prior to the date fixed for redemp-
tion.
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 9. Registration of Bonds; Owners
The Village shall cause books (the Bond Register) for
the registration and for the transfer of the Bonds as provided in
this Ordinance to be kept at the principal corporate trust office
of the Bond Registrar in the Village of Elk Grove Village,
Illinois, which is hereby constituted and appointed the registrar
of the Village for the Bonds. The Village is authorized to pre-
pare, and the Bond Registrar or such other agent as the Village
may designate shall keep custody of, multiple Bond blanks
executed by .the Village for use in the transfer and exchange of
Bonds.
Subject to the provisions of this Ordinance relating to
the Bonds as book -entry obligations only, should the Bonds no
longer be held in such book -entry form, any Bond may be trans-
ferred or exchanged, but only in the manner, subject to the limi-
tations, and upon payment of the charges as set forth herein.
Upon surrender for transfer or exchange of any Bond at the prin-
cipal corporate trust office of the Bond Registrar, duly endorsed
by or accompanied by a written instrument or instruments of
transfer or exchange in form satisfactory to the Bond Registrar
and duly executed by the registered owner or an attorney for such
owner duly authorized in writing, the Village shall execute and
the Bond Registrar shall authenticate, date and deliver in the
name of the transferee or transferees or, in the case of an ex-
change, the registered owner, a new fully registered Bond or
Bonds of like tenor, of the same maturity, bearing the same
interest rate, of authorized denominations, for a like aggregate
principal amount.
The execution by the Village of any fully registered
Bond shall constitute full and due authorization of such Bond,
and the Bond Registrar shall thereby be authorized to authenti-
cate, date and deliver such Bond; provided, however, the princi-
pal amount of Bonds of each maturity authenticated by the Bond
Registrar shall not at any one time exceed the authorized princi-
pal amount of Bonds for such maturity less the amount of such
Bonds which have been paid.
The person in whose name any Bond shall be registered
shall be deemed and regarded as the absolute owner thereof for
all purposes, and payment of the principal of or interest on any
Bond shall be made only to or upon the order of the registered
owner thereof or his legal representative. All such payments
-19-
shall be valid and effectual to satisfy and discharge the lia-
bility upon such Bond to the extent of the sum or sums so paid.
No service charge shall be made to any registered owner
of Bonds for any transfer or exchange of Bonds, but the Village
or the Bond Registrar may require payment of a sum sufficient to
cover any tax or other governmental charge that may be imposed in
connection with any transfer or exchange of Bonds.
Section 10. Form of Bond
The Bonds shall be in substantially the form herein-
after set forth; provided, however, that if the text of the Bond
is to be printed in its entirety on the front side of the Bond,
then the second paragraph of the front side of the Bond and the
legend "See Reverse Side for Additional Provisions" shall be
omitted and paragraphs on the reverse side of the Bond shall be
inserted immediately after the first paragraph on the front side.
-20-
REGISTERED
NO.
[Form of Bond - Front Side]
UNITED STATES OF AMERICA
STATE OF ILLINOIS
COUNTIES OF COOK AND DU PAGE
VILLAGE OF ELK GROVE VILLAGE
GENERAL OBLIGATION BOND, SERIES 1989
See Reverse Side for
Additional Provisions.
Interest Maturity
Rate: Date:
Registered Owner:
Dated
Date: July 1, 1989
REGISTERED
CUS I P_
Principal Amount Dollars
KNOW ALL PERSONS BY THESE PRESENTS that the Village of
Elk Grove Village, Cook and DuPage Counties, Illinois, a munici-
pality, home rule unit and political subdivision of the State of
Illinois (the "Village"), hereby acknowledges itself to owe and
for value received promisee to pay to the Registered Owner
identified above, or registered assigns as hereinafter provided,
on the Maturity Date identified above (subject to right of prior
redemption as hereinafter stated), the Principal Amount
identified above and to pay interest (computed on the basis of a
360 -day year of twelve 30 -day months) on such Principal Amount
from the later of the Dated Date of this Bond identified above or
-21-
from the most recent interest payment date to which interest has
been paid or duly provided for, at the Interest Rate per annum
identified above, such interest to be payable on June 1 and
December 1 of each year, commencing December 1, 1989, until the
Principal Amount is paid or duly provided for. The principal of
and redemption premium, if any, due on this Bond are payable in
lawful money of the United States of America upon presentation
hereof at the office of the Treasurer of the Village, 901
Wellington Avenue, in the Village of Elk Grove Village, Illinois,
as bond registrar and paying agent (the "Bond Registrar"). Pay-
ment of interest shall be made to the Registered Owner hereof as
shown on the registration books of the Village maintained by the
Bond Registrar, at the close of business on the applicable record
date. The applicable record date is the 15th day of the month
preceding any regular interest payment date (a June 1 or December
1) and the 15th day preceding any other interest payment date
which may be occasioned by a redemption of Bonds on a day other
than a regular interest payment date. Interest shall be paid by
check or draft of the Bond Registrar, payable upon presentation
in lawful money of the United States of America, mailed to the
address of such Registered Owner as it appears on such regis-
tration books or at such other address furnished in writing by
such Registered Owner to the Bond Registrar, or as otherwise
agreed by the Village and Kray & Co., as nominee, or successor
for so long as this Bond is held by Midwest Securities Trust
-22-
Company, Chicago, Illinois, the Depository, or nominee, in book -
entry only form as provided for same.
Reference is hereby made to the further provisions of
this Bond set forth on the reverse hereof, and such further pro-
visions shall for all purposes have the same effect as if set
forth at this place.
It is hereby certified and recited that all conditions,
acts and things required by the Constitution and Laws of the
State of Illinois to exist or to be done precedent to and in the
issuance of this Bond, including all procedural ordinances of the
Village provided in the exercise of its home rule powers in issu-
ing this Bond, have existed and have been properly done, happened
and been performed in regular and due form and time as required
by law; that the indebtedness of the Village, represented by the
Bonds, and including all other indebtedness of the Village, how-
soever evidenced or incurred, does not exceed any constitutional
or statutory or other lawful limitation; and that provision has
been made for the collection of a direct annual tax, in addition
to all other taxes, on all of the taxable property in the Village
sufficient to pay the interest hereon as the same 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 signed by the Bond Registrar.
-23-
IN WITNESS WHEREOF the Village of Elk Grove Village,
Cook and DuPage Counties, Illinois, by its Corporate Authorities,
has caused this Bond to be executed by the manual or duly author-
ized facsimile signature of its President and attested by the
manual or duly authorized facsimile signature of its Village
Clerk and its corporate seal or a facsimile thereof to be
impressed or reproduced hereon, all as appearing hereon and as of
the Dated Date identified above.
Charles J. Zettek
President
Village of Elk Grove Village
Cook and DuPage Counties, Illinois
Attest:
Patricia S. Smith
Village Clerk
Village of Elk Grove Village
Cook and DuPage Counties, Illinois
(SEAL)
Date of Authentication: ,
CERTIFICATE OF AUTHENTICATION
Date of Authentication: ,
This Bond is one of the Bonds described in the within mentioned
Ordinance and is one of the General Obligation Bonds, Series
1989, of the Village of Elk Grove Village, Cook and DuPage
Counties, Illinois.
Treasurer of the Village
as Bond Registrar
-24-
(Form of Bond - Reverse Side)
Village of Elk Grove Village, Cook and DuPage Counties, Illinois
General Obligation Bond, Series 1989
This bond is one of a series of bonds (the "Bonds") in
the aggregate principal amount of $10,000,000 issued by the Vil-
lage for the purpose of paying a part of the costs of the Proj-
ects, and of paying expenses incidental thereto, all as described
and defined in the ordinance authorizing the Bonds (the "Ordi-
nance"), pursuant to and in all respects in compliance with the
applicable provisions of Section 6 of Article VII of the Con-
stitution of the State of Illinois, with all procedural ordi-
nances of the Village provided in the exercise of its home rule
powers in issuing bonds without referendum, and with the Ordi-
nance, which has been duly passed by the Corporate Authorities,
and published, in all respects as by law required.
This Bond may be transferred or exchanged, but only in
the manner, subject to the ].imitations, and upon payment of the
charges as set forth in the Ordinance.
The Bonds due on or after December 1, 1997, are subject
to redemption prior to maturity at the option of the Village,
from any available funds, in whole or in part on any date on or
after June 1, 1997, and if in part, in inverse order of maturity,
and if less than an entire maturity, in integral multiples of
$5,000, selected by lot by the Bond Registrar, at the redemption
price of par plus accrued interest to the date fixed for redemp-
tion.
-25-
Notice of any such redemption shall be given by the
Bond Registrar on behalf of the Village as provided in said ordi-
nances.
The Village and the Bond Registrar may deem and treat
the Registered Owner hereof as the absolute owner hereof for the
purpose of receiving payment of or on account of principal hereof
and interest due hereon and for all other purposes; and the
Village and the Bond Registrar shall not be affected by any
notice to the contrary.
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned sells, assigns and
transfers unto
(Name and Address of Assignee)
the within Bond and does hereby irrevocably constitute and
appoint
as attorney to transfer the said Bond on the books kept for
registration thereof with full power of substitution in the prem-
ises.
Dated:
Signature guaranteed:
NOTICE: The signature to this transfer and assignment must
correspond with the name of the Registered Owner as it
appears upon the face of the within Bond in every
particular, without alteration or enlargement or any
change whatever.
-26-
Section 11. Tax Lewy
For the purpose of providing funds required to pay the
interest on the Bonds promptly when and as the same falls due,
and to pay and discharge the principal thereof at maturity, there
is hereby levied upon all of the taxable property within the Vil-
lage, in the years for which any of the Bonds are outstanding, a
direct annual tax sufficient for that purpose; and there is here-
by levied on all of the taxable property in the Village, in addi-
tion to all other taxes, the following direct annual taxes (the
Pledged Taxes):
-27-
For the Year A Tax Sufficient to Produce the Sum of:
1989 $1,039,055.63 for principal and interest up
to and including December 1,
1990
1990
1,066,017.50
for
principal
and
interest
1991
1,068,957.00
for
principal
and
interest
1992
1,069,817.50
for
principal
and
interest
1993
1,073,817.50
for
principal
and
interest
1994
1,080,647.50
for
principal
and
interest
1995
1,084,710.00
for
principal
and
interest
1996
1,086,272.50
for
principal
and
interest
1997
1,090,335.00
for
principal
and
interest
1998
1,096,235.00
for
principal
and
interest
1999
1,098,610.00
for
principal
and
interest
2000
1,107,410.00
for
principal
and
interest
2001
1,111,940.00
for
principal
and
interest
2002
1,117,600.00
for
principal
and
interest
2003 1,123,575.00 for principal and interest
Interest or principal coming due at any time when there
are insufficient funds on hand from the Pledged Taxes to pay the
same shall be paid promptly when due from current funds on hand
in advance of the collection of the Pledged Taxes herein levied;
and when the Pledged Taxes shall have been collected, reimburse-
ment shall be made to said funds in the amount so advanced.
WAL-10
Whenever other funds from any lawful source are made
available for the purpose of paying any principal of or interest
on the Bonds so as to enable the abatement of the taxes levied
herein for the payment of same, the Corporate Authorities shall,
by proper proceedings, direct the deposit of such funds into the
Bond Account and further, by proper proceedings, shall direct the
abatement of the taxes by the amount so deposited. A certified
copy of any such proceedings abating taxes shall be filed with
the County Clerks of The Counties of Cook and DuPage, Illinois,
in a timely manner to effect such abatement.
The Village covenants and agrees with the purchasers
and registered owners of the! Bonds that so long as any of 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. The Village and its officers will comply with all present
and future applicable laws in order to assure that the Pledged
Taxes may be levied, extended and collected as provided herein
and deposited into the Bond Account.
Section 12. Filing with County Clerks
Promptly, as soon as this Ordinance becomes effective,
a copy hereof, certified by the Village Clerk of the Village,
shall be filed with the County Clerks of The Counties of Cook and
DuPage, Illinois; and said County Clerks shall in and for each of
the years 1989 to 2003, inclusive, ascertain the rate percent
-29-
required to produce the aggregate tax hereinbefore provided to be
levied in each of said years in each of said respective Counties;
and said County Clerks shall (to the extent said tax has not been
abated as provided herein) extend the same for collection on the
tax books in connection with any other taxes that may be levied
in said years in and by the Village for general corporate
purposes of the Village; and in said years such annual tax shall
be levied and collected by and for and on behalf of the Village
in like manner as provided by law for the levy and collection of
taxes for general corporate purposes for said years, without
limit as to either rate or amount, and in addition to and in
excess of all other taxes.
Section 13. Sale of Bonds
The Bonds shall be executed as in this Ordinance pro-
vided as soon after the passage hereof as may be, shall be depos-
ited with the Village Treasurer, and shall be by the Treasurer
delivered to the purchasers thereof, namely, Harris Trust and
Savings Bank, Chicago, Illinois, and associates, upon payment of
the purchase price agreed upon, the same being not less than
$9,906,300.00 plus accrued interest to date of delivery. The
offer by bid for the sale of the Bonds to such purchaser dated
June 13, 1989, is hereby in all respects ratified, approved and
confirmed, it being hereby declared that no person holding any
office of the Village, either by election or appointment, is in
any manner interested, either directly or indirectly, in his own
-30-
name or the name of any other person, association, trust or
corporation, in such offer and sale.
Section 14. Creation of Funds and Appropriations
Accrued interest and premium, if any, on the Bonds
shall be and is hereby appropriated for the purpose of paying the
first interest due on the Bonds and to such end is hereby ordered
to be deposited into the Capital Projects Debt Service Fund,
heretofore created, and further into the "General Obligation
Bonds, Series 1989, Bond Account" (the Bond Account), hereby
created, which shall be the fund for the payment of principal of
and interest on the Bonds.
The Pledged Taxes shall either be deposited into the
Bond Account and used solely and only for paying the principal of
and interest on the Bonds or be used to reimburse a fund or
account from which advances to the Bond Account may have been
made to pay principal of or interest on the Bonds prior to
receipt of Pledged Taxes. Interest income or investment profit
earned in the Bond Account shall be retained in the Bond Account
for payment of the principal of or interest on the Bonds on the
interest payment date next after such interest or profit is
received or, to the extent lawful and as determined by the
Corporate Authorities, transferred to such other fund (including
the Rebate Fund) as may be determined. The Village hereby
pledges, as equal and ratable security for the Bonds, all present
and future proceeds of the Pledged Taxes for the sole benefit of
-31-
the registered owners of the Bonds, subject to the reserved right
of the Corporate Authorities to transfer certain interest income
or investment profit earned in the Bond Account to other funds of
the Village, as described in the preceding sentence.
The principal proceeds of the Bonds shall be set aside
in a separate fund, heretofore created, and designated as the
"Capital Projects Fund" (the Projects Fund). There are hereby
further established two accounts in the Projects Fund to be known
as the "Village Library Project Account" and the "Corporate
Capital Improvements Project Account." Of the proceeds of the
Bonds, 45% shall be credited to the Village Library Project
Account and 55% to the Corporate Capital Improvements Project
Account. Costs of the Village Library Project shall be charged
to the Village Library Project Account, and costs of the Corpo-
rate Capital Improvements Project shall be charged to the
Corporate Capital Improvements Project Account. All costs and
expenses incidental or allocable or related thereto, including
all costs of issuance of the Bonds, shall be charged to said
accounts pro rata based upon the 45/55 ratio of deposits.
Interest income or investment profit earned in the Projects Fund
shall be retained in the Projects Fund and allocable account for
payment of costs of the Projects and related expenses, as afore-
said, or for payment into the Rebate Fund, as required, or, but
only upon further proceedings of the Corporate Authorities, be
transferred to such other fund as the Corporate Authorities shall
determine.
-32-
On November 30, 1989, or such earlier date as neces-
sary, the Village Treasurer shall cause the Projects Fund to
advance to the Bond Account a sum sufficient to pay interest due
on the Bonds on December :_, 1089; and such advance shall be
reimbursed out of the Pledged Taxes levied for the Bonds for the
year 1989, which taxes include an amount for such interest. The
advance shall be made pro rata, as aforesaid, from the two
accounts of the Projects Fund herein created.
There is hereby authorized to be created, when, as and
if needed, a "Rebate Fund, Series 1989" (the Rebate Fund). The
officers of the Village charged with meeting the covenants of the
Village relating to the Tai: -exempt status of the Bonds shall
create such fund as needed and make deposits from the Projects
Fund, the Bond Account, or such other fund as the Corporate
Authorities may designate, in such amounts as may be proper to
assure payment of rebate of "excess arbitrage profits" on the
Bonds to the United States.
Section 15. Not Private Activity Bonds
None of the Bonds .is a "private activity bond" as de-
fined in Section 141(a) of the Code. In support of such conclu-
sion, the Village certifies, represents and covenants as follows:
A. Not more than 5% of the proceeds of the Bonds are
to be used, directly or indirectly, in any trade or business
carried on by any person other than a state or local governmental
unit.
-33-
B. Direct or indirect payments be made on the Bonds
with respect to any private business use by any person other than
a state or local governmental unit will not exceed 5% of all
payments made on the Bonds.
C. None of the proceeds of the Bonds are to be used,
directly or indirectly, to make or finance loans to persons other
than a state or local governmental unit or an operating subdivi-
sion of the Village (the Board of Library Trustees).
D. No user of any property or equipment acquired as
part of the Projects, and paid for with proceeds of the Bonds,
other than the Village (including as part of the Village, the
Board of Library Trustees), will use the same on any basis other
than the same basis as the general public; and no person, other
than as aforesaid, will be a user of any property or equipment
acquired as part of the Projects, and paid for with proceeds of
the Bonds, as a result of (i) ownership or (ii) actual or benefi-
cial use pursuant to a lease, a management or incentive payment
contract, or (iii) any other similar arrangement.
Section 16. General Arbitrage Covenants
The Village represents and certifies as follows with
respect to the Bonds:
A. The Village has heretofore incurred, or within six
months after delivery of the Bonds expects to incur, substantial
binding obligations with respect to the Projects to be paid for
with money received from the sale of the Bonds, said binding ob-
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ligations comprising binding contracts for the Projects in not
less than the amount of $100,000.
B. All of the principal proceeds of the Bonds and
investment earnings thereon, net of "excess arbitrage profits,"
are expected to be used, needed and expended for the purpose of
paying the costs of the Projects, including expenses incidental
thereto, within three years of delivery of the Bonds.
C. Work on the Projects is expected to proceed with
due diligence to completion.
D. No acquisition or improvement made as a part of the
Projects has been or is expected to be sold or otherwise disposed
of in whole or in material part prior to the last maturity of the
Bonds. "Material part" means (i) land, or (ii) any improvement,
or (iii) personal property or fixtures in excess of that which is
expected to be sold, traded in or discarded upon wearing out or
becoming obsolete.
E. Except for the Bond Account, the Village has not
created or established and will not create or establish any sink-
ing fund, reserve fund or any other similar fund to provide for
the payment of the Bonds. The Bond Account has been established
and will be funded in a manner primarily to achieve a proper
matching of tax revenues and debt service, and will be depleted
at least annually to an amount not in excess of 1/12 the partic-
ular annual debt service on the Bonds. Money deposited in the
Bond Account will be spent within a 13 -month period beginning on
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the date of deposit, and investment earnings in the Bond Account
will be spent or withdrawn from the Bond Account within a one-
year period beginning on the date of receipt.
F. The investment of proceeds or funds related to the
Bonds by the Village officers at a yield which is restricted to a
lower yield than otherwise obtainable in order to meet any cove-
nants relating to the Tax-exempt status of the Bonds, as advised
by bond counsel, or as otherwise determined to be necessary for
such purpose, is expressly authorized and directed.
G. The Village has not been notified of any disquali-
fication or proposed disqualification of it by the Commissioner
of the Internal Revenue Service as a bond issuer which may cer-
tify bond issues under Treasury Regulations Section 1.103-13
(a)(2)(ii) (1979).
The Village also certifies and further covenants with
the purchasers and registered owners of the Bonds from time to
time outstanding that moneys on deposit in any fund or account in
connection with the Bonds, whether or not such moneys were de-
rived from the proceeds of the sale of the Bonds or from any
other source, will not be used in a manner which will cause the
Bonds to be "arbitrage bonds" within the meaning of Code Section
148 and any lawful regulations promulgated thereunder, including
Treasury Regulations Sections 1.103-13, 1.103-14 and 1.103-15
(1979) as the same presently exist or may from time to time here-
after be amended, supplemented or revised.
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Section 17. Further Tax Covenants, Arbitrage Rebate
The Village agrees to comply with all provisions of the
present Code which, if not complied with by the Village, would
cause the Bonds not to be Tax-exempt. In furtherance of the
foregoing provisions, but without limiting their generality, the
Village 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 comply with
all representations, covenants and assurances contained in certi-
ficates or agreements as may be prepared by counsel approving the
Bonds; (c) to consult with such counsel and to comply with such
advice as may be given; (d) to transfer from the Projects Fund,
the Bond Account, or such other fund as the Corporate Authorities
may designate, any required amounts to the Rebate Fund and to pay
to the United States, as necessary, such sums of money represent-
ing required rebates of "excess arbitrage profits" relating to
the Bonds; (e) to file such forms, statements and supporting
documents as may be required and in a timely manner; and (f) if
deemed necessary or advisable by its officers, to employ and pay
fiscal agents, financial advisors, attorneys and other persons to
assist the Village in such compliance.
Section 18. Registered Form
The Village recognizes that Section 149 of the Code re-
quires the Bonds to be issued and to remain in fully registered
form in order to be and remain Tax-exempt. In this connection,
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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 19. Qualified Tax-exempt Obligations
The Village recognizes the provisions of Section
265(b)(3) of the Code which provide that a "qualified tax-exempt
obligation" as therein defined may be treated by certain finan-
cial institutions as if it were acquired on August 7, 1986, for
certain purposes. The Village hereby designates each of the
Bonds as may be from time to time outstanding for purposes of
Section 265(b)(3) of the Code as a "qualified tax-exempt obliga-
tion" as provided therein.
In support of such designation, the Village certifies,
represents and covenants as follows:
A. The Bonds are not "private activity bonds" as de-
fined in Section 191(a) of the Code.
B. Including the Bonds, the Village (including any
entities subordinate thereto) has not and does not reasonably
expect to issue in excess of $10,000,000 in "qualified tax-exempt
obligations" (other than "private activity bonds") (as such terms
are defined in the Code) during calendar year 1989.
C. Including the Bonds, not more than $10,000,000 of
obligations issued by the Village (including any entities subor-
dinate thereto) during calendar year 1989 of the Bonds have been
to date or will be designated by the Village for purposes of said
Section 265(b)(3).
CRM
Section 20. Opinion of Counsel Exception
The Village reserves the right to use or invest moneys
in connection with the Bonds or to use, sell or otherwise dispose
of the Projects in any manner, notwithstanding the covenants in
Sections 14 through 18 herein, provided it shall first have
received an opinion from an attorney or a firm of attorneys of
nationally recognized standing in matters pertaining to Tax-
exempt bonds to the effect that use or investment of such moneys
or use, sale or disposition of such project assets as
contemplated will not adversely affect the Tax-exempt status of
the Bonds.
Section 21. Publication of Ordinance
A full, true and complete copy of this Ordinance shall
be published within ten days after passage in pamphlet form by
authority of the Corporate Authorities.
Section 22. Superseder and Effective Date
All ordinances, resolutions and orders, or parts there-
of, in conflict herewith, are to the extent of such conflict
hereby superseded; and this Ordinance shall be in full force and
effect immediately upon its passage, approval and publication.
AYES: James P. Petri MirhaPt A. Tosto Joseph T_ Hasslar
Ronald L. Chernick, Edward R Hauser
NAYS: none
ABSENT: Dennis J. Gallitano
Adopted this 13th day of June 1989.
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Approved this 13th day of June 1989.
APPROVED:
Charles J. Zettek
President
Village of Elk Grove Village
Cook and DuPage Counties, Illinois
RECORDED In Village Records: June 14, 1989.
PUBLISHED in pamphlet form by authority of the Corporate Authori-
ties at 3:30 p.m. on June 14 , 1989.
Attest:
Patricia S. Smith
Village Clerk
Village of Elk Grove Village
Cook and DuPage Counties, Illinois
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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
"Corporate Authorities") 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 Corporate Authorities held on the 13th day of June
1989 insofar as the same relates to the adoption of an ordinance,
numbered 2048, and entitled:
AN ORDINANCE providing for the issuance of
$10,000,000 General Obligation Bonds, Series 1989,
of the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois, and providing for the
levy and collection of a direct annual tax for the
payment of the principal of and interest on said
bonds.
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 meeting.
I do further certify that the deliberations of the
Corporate Authorities on the adoption of said ordinance were
taken 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; 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 Corporate
Authorities have complied with all of the provisions of said Act
and said Code and with all of the procedural rules of the Corpo-
rate Authorities in the adoption of said ordinance.
IN WITNESS WHEREOF I hereunto affix my official signa-
ture and the seal of the Village this 14th day of June 1989.
Patricia S. Smith
Village Clerk
(SEAL)
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 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
"Corporate Authorities") thereof.
I do further certify that at 3:30 p .m. on the 14th
day of June 1989 there was published in pamphlet form, by
authority of the Corporate Authorities, a true, correct and com-
plete copy of Ordinance Number 2048 of the Village providing for
the issuance of $10,000,000 General Obligation Bonds, Series
1989, dated July 1, 1989, of the Village and that said ordinance
as so published was on said date readily available for public
inspection and distribution, in sufficient number 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 14th day of June
1989.
Patricia S. Smith
Village Clerk
(SEAL)
STATE OF ILLINOIS )
SS
COUNTY OF COOK )
CERTIFICATE OF FILING
I, Stanley T. Kusper, Jr., do hereby certify that I am
the duly qualified and acting County Clerk of The County of Cook,
Illinois, and as such officer 1 do hereby certify that on the
day of 1989 there was filed in my office a
properly certified copy of Ordinance Number 2048, passed by the
President and Board of Trustees of the Village of Elk Grove
Village, Cook and DuPage Counties, Illinois, on the 13th day of
June 1989 and entitled:
AN ORDINANCE providing for the issuance of
$10,000,000 General Obligation Bonds, Series 1989,
of the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois, and providing for the
levy and collection of a direct annual tax for the
payment of the principal of and interest on said
bonds.
and that the same has been deposited in the official files and
records of my office.
IN WITNESS WHEREOF I have hereunto affixed my official
signature and the seal of The County of Cook, Illinois, at
Chicago, Illinois, this _ day of 1989.
County Clerk of
The County of Cook, Illinois
(SEAL)
STATE OF ILLINOIS )
SS
COUNTY OF DU PAGE )
CERTIFICATE OF FILING
I, , do hereby certify that I am the duly
qualified and acting County Clerk of The County of DuPage,
Illinois, and as such officer I do hereby certify that on the
day of 1989 there was filed in my office a
properly certified copy of Ordinance Number 2048, passed by the
President and Board of Trustees of the Village of Elk Grove
Village, Cook and DuPage Counties, Illinois, on the 13th day of
June 1989 and entitled:
AN ORDINANCE providing for the issuance of
$10,000,000 General Obligation Bonds, Series 1989,
of the Village of Elk Grove Village, Cook and
DuPage Counties, Illinois, and providing for the
levy and collection of a direct annual tax for the
payment of the principal of and interest on said
bonds.
and that the same has been deposited in the official files and
records of my office.
IN WITNESS WHEREOF I have hereunto affixed my official
signature and the seal of The County of DuPage, Illinois, at
Wheaton, Illinois, this day of 1989.
County Clerk of
The County of DuPage, Illinois
(SEAL)