HomeMy WebLinkAboutORDINANCE - 3331 - 1/8/2013 - GENERAL OBLIGATION BONDSORDINANCE NO. 3331
ORDINANCE AUTHORIZING THE ISSUANCE OF NOT TO EXCEED
$38,000,000 GENERAL OBLIGATION BONDS, SERIES 2013, OF THE
VILLAGE OF ELK GROVE VILLAGE, ILLINOIS
BE IT ORDAINED BY THE MAYOR AND BOARD OF TRUSTEES OF THE
VILLAGE OF ELK GROVE VILLAGE, ILLINOIS, AS FOLLOWS:
Section 1. Authority and Purposes. This ordinance is adopted pursuant to
Section 6 of Article VII of the Illinois Constitution of 1970 for the purposes of authorizing
and financing the following capital improvements (the "2013 Projects"):
a Improvements to the Stormwater Drainage System of the Village consisting of
construction or reconstruction of a water dam, mainline drainage ditch
improvements, secondary drainage ditch improvements and culvert
improvements, at an estimated cost of $27,000,000.
a Improvements to the Sanitary Sewer System of the Village consisting of the
lining of sanitary sewers to extend the useful life of the sewer lines, at an
estimated cost of $11,000,000.
The foregoing 2013 Projects are for public purposes and are authorized to be
made or undertaken by the Village of Elk Grove Village, Illinois.
Section 2. Bond Sale Plan. Authority is hereby delegated to the Director of
Finance to sell the Bonds authorized by Section 3 of this ordinance and to make certain
determinations with respect to such Bonds as shall be set forth in the Bond Order to be
executed by the Director of Finance.
Section 3. Authorization and Terms of Bonds. (A) The sum of $38,000,000
is appropriated to meet part of the estimated costs of the 2013 Projects. Said costs are
inclusive of the cost of issuance of the Bonds herein authorized. Pursuant to the home
rule powers of the Village to incur debt payable from ad valorem property tax receipts
and for the purpose of financing said appropriation, unlimited tax general obligation
bonds of the Village (the 'Bonds") are authorized to be issued and sold in an aggregate
principal amount of not to exceed $38,000,000, and shall be designated "General
Obligation Bonds, Series 2013." The principal amount of the Bonds to be .issued shall
be determined in the Bond Order.
(B) Bonds shall be issuable in the denominations of $5,000 or any integral
multiple thereof and may bear such identifying numbers or letters as shall be useful to
facilitate the registration, transfer and exchange of Bonds. Each Bond delivered upon
the original issuance of the Bonds shall be dated as of the date specified in the Bond
Order. Each Bond thereafter issued upon any transfer, exchange or replacement of
Bonds shall be dated so that no gain or loss of interest shall result from such transfer,
exchange or replacement.
(C) The Bonds shall mature in such years, on such dates and in such principal
amounts as shall be determined in the Bond Order, provided that no Bond shall mature
later than January 1, 2038.
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(D) Each Bond shall bear interest from its date, computed on the basis of a
360 day year consisting of twelve 30 day months and shall be payable in lawful money
of the United States of America on such interest payment dates and at such rates as
shall be determined in the Bond Order, provided that no Bond shall bear interest at a
rate exceeding five percentum (5.00%) per annum and the bond yield of any Bond shall
not exceed four and one-quarter percentum (4.25%) per annum.
(E) No Bonds shall be sold pursuant to this ordinance unless the sum of (i) the
taxes levied pursuant to Section 9 of this ordinance and (ii) the moneys to be deposited
into the Debt Service Fund (established by this ordinance) is sufficient to provide for the
punctual payment of the principal of and interest on the Bonds.
(F) The principal of the Bonds shall be payable in lawful money of the United
States of America upon presentation and surrender thereof at the corporate trust office
of Deutsche Bank National Trust Company, in the City of Chicago, Illinois, which is
hereby appointed as bond registrar and paying agent for the Bonds. Interest on the
Bonds shall be payable on each interest payment date to the registered owners of
record thereof appearing on the registration books maintained by the Village for such
purpose at the corporate trust office of the bond registrar, as of the close of business on
the 15th day of the calendar month next preceding the applicable interest payment date.
Interest on the Bonds shall be paid by check or draft mailed to such registered owners
at their addresses appearing on the registration books or by wire transfer pursuant to an
agreement by and between the Village and the registered owner.
(G) The Bonds may be subject to redemption prior to maturity as determined
in the Bond Order, at the option of the Village and upon notice as herein provided, in
such principal amounts and from such maturities as the Village shall determine and by
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lot within a single maturity, at such redemption prices as determined in the Bond Order
and not in excess of 102% of the principal amount to be redeemed, for such periods of
redemption as determined in the Bond Order.
(H) Bonds of like maturity may be subject to mandatory redemption, by the
application of sinking fund installments, all as determined in the Bond Order. All Bonds
subject to mandatory sinking fund redemption shall be redeemed at a redemption price
equal to the principal amount thereof to be redeemed. The bond registrar is hereby
authorized and directed to mail notice of the mandatory sinking fund redemption of
Bonds in the manner provided in this section.
(1) Whenever Bonds subject to mandatory sinking fund redemption are
redeemed at the option of the Village, the principal amount thereof so redeemed shall
be credited against the unsatisfied balance of future sinking fund installments or final
maturity amount established with respect to such Bonds, in such amounts and against
such installments or final maturity amount as shall be determined by the Village in the
proceedings authorizing such optional redemption or, in the absence of such
determination, shall be credited against the unsatisfied balance of the applicable sinking
fund installments next ensuing, and with respect to which notice of redemption has not
yet been given.
(J) On or prior to the 60th day preceding any sinking fund installment date, the
Village may purchase Bonds subject to mandatory redemption on such sinking fund
installment date, at such prices as the Village shall determine. Any Bond so purchased
shall be cancelled and the principal amount thereof so purchased shall be credited
against the unsatisfied balance of the next ensuing sinking fund installment.
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(K) In the event of the redemption of less than all the Bonds of like maturity
and interest rate, the aggregate principal amount thereof to be redeemed shall be
$5,000 or an integral multiple thereof and the bond registrar shall assign to each Bond
of such maturity and interest rate a distinctive number for each $5,000 principal amount
of such Bond and shall select by lot from the numbers so assigned as many numbers
as, at $5,000 for each number, shall equal the principal amount of such Bonds to be
redeemed. The Bonds to be redeemed shall be the Bonds to which were assigned
numbers so selected; provided that only so much of the principal amount of each Bond
shall be redeemed as shall equal $5,000 for each number assigned to it and so
selected.
(L) Notice of the redemption of Bonds shall be mailed not less than 30 days
nor more than 60 days prior to the date fixed for such redemption to the registered
owners of Bonds to be redeemed at their last addresses appearing on said registration
books. The Bonds or portions thereof specified in said notice shall become due and
payable at the applicable redemption price on the redemption date therein designated,
and if, on the redemption date, moneys for payment of the redemption price of all the
Bonds or portions thereof to be redeemed, together with interest to the redemption date,
shall be available for such payment on said date, and if notice of redemption shall have
been mailed as aforesaid (and notwithstanding any defect therein or the lack of actual
receipt thereof by any registered owner) then from and after the redemption date
interest on such Bonds or portions thereof shall cease to accrue and become payable.
If there shall be drawn for redemption less than all of a Bond, the Village shall execute
and the bond registrar shall authenticate and deliver, upon the surrender of such Bond,
without charge to the owner thereof, for the unredeemed balance of the Bond so
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surrendered, Bonds of like maturity and interest rate and of the denomination of $5,000
or any integral multiple thereof.
(M) The bond registrar shall not be required to transfer or exchange any Bond
after notice of the redemption of all or a portion thereof has been mailed. The bond
registrar shall not be required to transfer or exchange any Bond during a period of
15 days next preceding the mailing of a notice of redemption which could designate for
redemption all or a portion of such Bond.
Section 4. Sale and Delivery. The delegated authority to sell Bonds pursuant
to this ordinance shall expire on June 30, 2013. The Bonds are to be sold to William
Blair & Company, LLC, as senior manager, and The Northern Trust Company
(collectively, the "Underwriters") at a price of not less than 98% of par and with an
underwriting spread of not more than 1% of the principal amount of the Bonds. The
Official Statement prepared with respect to the Bonds is approved and "deemed final'
as of its date for purposes of Securities and Exchange Commission Rule 15c2-12
promulgated under the Securities Exchange Act of 1934. The form of the Bond
Purchase Agreement by and between the Village and the Underwriters, on file in the
office of the Village Clerk, is approved and the Mayor and the Director of Finance are
each authorized to execute and deliver a final form of the Bond Purchase Agreement
reflecting the details of the sale of the Bonds. Subject to the limitations contained in this
ordinance, authority is delegated to the Director of Finance to award the Bonds to the
Underwriters.
In order to enhance the marketability of the Bonds, the Director of Finance may
determine to purchase from a bond insurance company a municipal bond insurance
policy with respect to the payment of the Bonds.
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The sale and award of the Bonds and the determination of the details of the
Bonds shall be evidenced by the Bond Order, which shall be signed by the Director of
Finance. An executed counterpart of the Bond Order shall be filed with the Village Clerk
and entered in the records of the Village.
The Mayor, Director of Finance, Village Clerk and other officials of the Village are
authorized and directed to do and perform, or cause to be done or performed for or on
behalf of the Village each and everything necessary for the issuance of the Bonds,
including the proper execution and delivery of the Bonds, the Bond Purchase
Agreement and the Official Statement.
Section 5. Execution and Authentication. Each Bond shall be executed in
the name of the Village by the manual or authorized facsimile signature of its Mayor and
the corporate seal of the Village, or a facsimile thereof, shall be thereunto affixed or
otherwise reproduced thereon and attested by the manual or authorized facsimile
signature of its Village Clerk.
In case any officer whose signature, or a facsimile of whose signature, shall
appear on any Bond shall cease to hold such office before the issuance of the Bond,
such Bond shall nevertheless be valid and sufficient for all purposes, the same as if the
person whose signature, or a facsimile thereof, appears on such Bond had not ceased
to hold such office. Any Bond may be signed, sealed or attested on behalf of the Village
by any person who, on the date of such act, shall hold the proper office, notwithstanding
that at the date of such Bond such person may not have held such office. No recourse
shall be had for the payment of any Bonds against any officer who executes the Bonds.
Each Bond shall bear thereon a certificate of authentication executed manually
by the bond registrar. No Bond shall be entitled to any right or benefit under this
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ordinance or shall be valid or obligatory for any purpose until such certificate of
authentication shall have been duly executed by the bond registrar.
Section 6. Transfer, Exchange and Registry. The Bonds shall be
negotiable, subject to the provisions for registration of transfer contained herein. Each
Bond shall be transferable only upon the registration books maintained by the Village for
that purpose at the corporate trust office of the bond registrar, by the registered owner
thereof in person or by his attorney duly authorized in writing, upon surrender thereof
together with a written instrument of transfer satisfactory to the bond registrar and duly
executed by the registered owner or his duly authorized attorney. Upon the surrender
for transfer of any such Bond, the Village shall execute and the bond registrar shall
authenticate and deliver a new Bond or Bonds registered in the name of the transferee,
of the same aggregate principal amount, maturity and interest rate as the surrendered
Bond. Bonds, upon surrender thereof at the corporate trust office of the bond registrar,
with a written instrument satisfactory to the bond registrar, duly executed by the
registered owner or his attorney duly authorized in writing, may be exchanged for an
equal aggregate principal amount of Bonds of the same maturity and interest rate and of
the denominations of $5,000 or any integral multiple thereof.
For every such exchange or registration of transfer of Bonds, the Village or the
bond registrar may make a charge sufficient for the reimbursement of any tax, fee or
other governmental charge required to be paid with respect to such exchange or
transfer, which sum or sums shall be paid by the person requesting such exchange or
transfer as a condition precedent to the exercise of the privilege of making such
exchange or transfer. No other charge shall be made for the privilege of making such
transfer or exchange. The provisions of the Illinois Bond Replacement Act shall govern
the replacement of lost, destroyed or defaced Bonds.
The Village and the bond registrar may deem and treat the person in whose
name any Bond shall be registered upon the registration books as the absolute owner of
such Bond, whether such Bond shall be overdue or not, for the purpose of receiving
payment of, or on account of, the principal of or interest thereon and for all other
purposes whatsoever, and all such payments so made to any such registered owner or
upon his order shall be valid and effectual to satisfy and discharge the liability upon
such Bond to the extent of the sum or sums so paid, and neither the Village nor the
bond registrar shall be affected by any notice to the contrary.
Section 7. General Obligations. The full faith and credit of the Village are
hereby irrevocably pledged to the punctual payment of the principal of and interest on
the Bonds. The Bonds shall be direct and general obligations of the Village, and the
Village shall be obligated to levy ad valorem taxes upon all the taxable property in the
Village for the payment of the Bonds and the interest thereon, without limitation as to
rate or amount.
Section 8. Form of Bonds. The Bonds shall be issued as fully registered
Bonds and shall be in substantially the following form, the blanks to be appropriately
completed when the Bonds are printed:
M
M
INTEREST RATE
United States of America
State of Illinois
Counties of Cook and DuPage
VILLAGE OF ELK GROVE VILLAGE
GENERAL OBLIGATION BOND,
SERIES 2013
MATURITY DATE
January 1, 20_
REGISTERED OWNER: Cede & Co.
PRINCIPAL AMOUNT:
DATED DATE CUSIP
12013 287299
The VILLAGE OF ELK GROVE VILLAGE, a municipal corporation and a home
rule unit of the State of Illinois situate in the Counties of Cook and DuPage,
acknowledges itself indebted and for value received hereby promises to pay to the
registered owner of this bond, or registered assigns, the principal amount specified
above on the maturity date specified above, and to pay interest on such principal
amount from the date hereof at the interest rate per annum specified above, computed
on the basis of a 360 day year consisting of twelve 30 day months and payable in lawful
money of the United States of America on July 1, 2013 and semiannually thereafter on
January 1 and July 1 in each year until the principal amount shall have been paid, to the
registered owner of record hereof as of the 151h day of the calendar month next
preceding such interest payment date, by wire transfer pursuant to an agreement by
and between the Village and the registered owner, or otherwise by check or draft mailed
to the registered owner at the address of such owner appearing on the registration
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books maintained by the Village for such purpose at the corporate trust office of
Deutsche Bank National Trust Company, in the City of Chicago, Illinois, as bond
registrar or its successor (the `Bond Registrar"). This bond, as to principal when due,
will be payable in lawful money of the United States of America upon presentation and
surrender of this bond at the corporate trust office of the Bond Registrar. The full faith
and credit of the Village are irrevocably pledged for the punctual payment of the
principal of and interest on this bond according to its terms.
This bond is one of a series of bonds issued in the aggregate principal amount of
$ which are authorized and issued under and pursuant to Section 6
of Article VII of the Illinois Constitution of 1970 and under and in accordance with an
ordinance adopted by the Mayor and Board of Trustees of the Village on January 8,
2013 and entitled: "Ordinance Authorizing the Issuance of Not to Exceed $38,000,000
General Obligation Bonds, Series 2013, of the Village of Elk Grove Village, Illinois."
The bonds of such series maturing on or after January 1, 20_ are subject to
redemption prior to maturity at the option of the Village and upon notice as herein
provided, in such principal amounts and from such maturities as the Village shall
determine and by lot within a single maturity, on
1, 20_ and on any
date thereafter, at a redemption price equal to the principal amount thereof to be
redeemed.
The bonds of such series maturing in the years 20_, 20_ and 20_ (the "Term
Bonds") are subject to mandatory redemption, in part and by lot, on January 1 in the
years and in the respective principal amounts set forth in the following tables, by the
application of sinking fund installments, at a redemption price equal to the principal
amount thereof to be redeemed:
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20 Term Bonds 20 Term Bonds 20 Term Bonds
Principal Principal Principal
Year Amount Year Amount Year Amount
20_ 20_ 20
20_ 20 20
20 20 20
Notice of the redemption of bonds will be mailed not less than 30 days nor more
than 60 days prior to the date fixed for such redemption to the registered owners of
bonds to be redeemed at their last addresses appearing on such registration books.
The bonds or portions thereof specified in said notice shall become due and payable at
the applicable redemption price on the redemption date therein designated, and if, on
the redemption date, moneys for payment of the redemption price of all the bonds or
portions thereof to be redeemed, together with interest to the redemption date, shall be
available for such payment on said date, and if notice of redemption shall have been
mailed as aforesaid (and notwithstanding any defect therein or the lack of actual receipt
thereof by any registered owner) then from and after the redemption date interest on
such bonds or portions thereof shall cease to accrue and become payable.
This bond is transferable only upon such registration books by the registered
owner hereof in person, or by his attorney duly authorized in writing, upon surrender
hereof at the corporate trust office of the Bond Registrar together with a written
instrument of transfer satisfactory to the Bond Registrar duly executed by the registered
owner or by his duly authorized attorney, and thereupon a new registered bond or
bonds, in the authorized denominations of $5,000 or any integral multiple thereof and of
the same aggregate principal amount, maturity and interest rate as this bond shall be
issued to the transferee in exchange therefor. In like manner, this bond may be
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exchanged for an equal aggregate principal amount of bonds of the same maturity and
interest rate and of any of such authorized denominations. The Village or the Bond
Registrar may make a charge sufficient for the reimbursement of any tax, fee or other
governmental charge required to be paid with respect to the transfer or exchange of this
bond. No other charge shall be made for the privilege of making such transfer or
exchange. The Village and the Bond Registrar may treat and consider the person in
whose name this bond is registered as the absolute owner hereof for the purpose of
receiving payment of, or on account of, the principal and interest due hereon and for all
other purposes whatsoever.
This bond shall not be valid or become obligatory for any purpose until the
certificate of authentication hereon shall have been duly executed by the Bond
Registrar.
It is hereby certified, recited and declared that all acts, conditions and things
required to be done, exist and be performed precedent to and in the issuance of this
bond in order to make it a legal, valid and binding obligation of the Village have been
done, exist and have been performed in regular and due time, form and manner as
required by law, and that the series of bonds of which this bond is one, together with all
other indebtedness of the Village, is within every debt or other limit prescribed by law.
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IN WITNESS WHEREOF, the Village of Elk Grove Village has caused this bond
to be executed in its name and on its behalf by the manual or facsimile signature of its
Mayor, and its corporate seal, or a facsimile thereof, to be hereunto affixed or otherwise
reproduced hereon and attested by the manual or facsimile signature of its Village
Clerk.
Dated: .2013 VILLAGE OF ELK GROVE VILLAGE
Mayor
Attest:
CERTIFICATE OF AUTHENTICATION Village Clerk
This bond is one of the General
Obligation Bonds, Series 2013,
described in the within mentioned
Ordinance.
DEUTSCHE BANK NATIONAL TRUST
COMPANY, as Bond Registrar
Im
Authorized Signer
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ASSIGNMENT
For value received the undersigned sells, assigns and transfers unto
the within bond and hereby irrevocably constitutes and appoints
attorney to transfer the said bond on the books kept for registration thereof, with full
power of substitution in the premises.
Dated
Signature Guarantee:
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Section 9. Levy and Extension of Taxes. (A) For the purpose of providing
the money required to pay the interest on the Bonds when and as the same falls due
and to pay and discharge the principal thereof (including sinking fund installments) as
the same shall mature, there is hereby levied upon all the taxable property in the
Village, in each year while any of the Bonds shall be outstanding, a direct annual tax
sufficient for that purpose in addition to all other taxes, as follows:
Tax Levy Year
A Tax Sufficient to Produce
2012
$2,300,000
2013
2,300,000
2014
2,300,000
2015
2,300,000
2016
2,300,000
2017
2,300,000
2018
2,300,000
2019
2,300,000
2020
2,300,000
2021
2,300,000
2022
2,300,000
2023
2,300,000
2024
2,300,000
2025
2,300,000
2026
2,300,000
2027
2,300,000
2028
2,300,000
2029
2,300,000
2030
2,300,000
2031
2,300,000
2032
2,300,000
2033
2,300,000
2034
2,300,000
2035
2,300,000
2036
2,300,000
(B) Interest or principal coming due at any time when there shall be
insufficient funds on hand to pay the same shall be paid promptly when due from
current funds on hand in advance of the collection of the taxes herein levied; and when
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said taxes shall have been collected, reimbursement shall be made to the said funds in
the amounts thus advanced.
(C) After the sale of the Bonds and the execution of the Bond Order, an
executed copy of the Bond Order and a copy of this ordinance, certified by the Village
Clerk, which certificate shall recite that this ordinance has been duly adopted, shall be
filed with the County Clerk of Cook County, Illinois, and the County Clerk of DuPage
County, Illinois (the "County Clerks"), who are each hereby directed to ascertain the rate
per cent required to produce the aggregate tax hereinbefore provided to be levied in the
years 2012 to 2036, inclusive, and, subject to adjustment as provided in paragraph (D)
of this Section, to extend the same for collection on the tax books in connection with
other taxes levied in said years, in and by the Village for general corporate purposes of
the Village, and in said years such annual tax shall be levied and collected in like
manner as taxes for general corporate purposes for said years are levied and collected
and, when collected, such taxes shall be used for the purpose of paying the principal of
and interest on the Bonds herein authorized as the same become due and payable.
(D) In the event that Bonds are to be issued in principal amounts and bearing
interest such that for any tax levy year an amount less than that set forth in paragraph
(A) of this Section is required to be produced to pay when due the principal of and
interest on the Bonds, then the Director of Finance is authorized and directed to file with
the County Clerks, on or prior to the date of delivery of the Bonds, a direction for
abatement of taxes specifying the exact amount of taxes to be levied to produce the
required amounts for each of the various tax levy years.
Section 10. Debt Service Fund. Moneys derived from taxes herein levied are
appropriated and set aside for the purpose of paying principal of and interest on the
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Bonds when and as the same come due. All of such moneys, and all other moneys to
be used for the payment of the principal of and interest on the Bonds, shall be deposited
in the "2013 Debt Service Fund", which is hereby established as a special fund of the
Village and shall be administered as a bona fide debt service fund under the Internal
Revenue Code of 1986. All accrued interest received upon the issuance of the Bonds
shall be deposited in the 2013 Debt Service Fund.
The moneys deposited or to be deposited into the 2013 Debt Service Fund,
including the tax receipts derived from the taxes levied pursuant to this ordinance, are
pledged as security for the payment of the principal of and interest on the Bonds. The
pledge is made pursuant to Section 13 of the Local Government Debt Reform Act and
shall be valid and binding from the date of issuance of the Bonds. All such tax receipts
and the moneys held in the 2013 Debt Service Fund shall immediately be subject to the
lien of such pledge without any physical delivery or further act and the lien of such
pledge shall be valid and binding as against all parties having claims of any kind in tort,
contract or otherwise against the Village irrespective of whether such parties have
notice thereof.
Section 11. Bond Proceeds Fund. All of the proceeds of sale of the Bonds
exclusive of any accrued interest shall be deposited into the "2013 Bond Proceeds
Fund", which is hereby established as a special fund of the Village. Moneys in the 2013
Bond Proceeds Fund shall be used for the payment of costs of the 2013 Projects and
for the payment of costs of issuance of the Bonds, but may hereafter be reappropriated
and used for other purposes if such reappropriation is permitted under Illinois law and
will not adversely affect the exclusion from gross income for federal income tax
purposes of interest on the Bonds.
Section 12. Investment Regulations. No investment shall be made of any
moneys in the 2013 Debt Service Fund or the 2013 Bond Proceeds Fund except in
accordance with the tax covenants set forth in Section 13 of this ordinance. All income
derived from such investments in respect of moneys or securities in any Fund shall be
credited in each case to the Fund in which such moneys or securities are held.
Any moneys in any Fund that are subject to investment yield restrictions may be
invested in United States Treasury Securities, State and Local Government Series,
pursuant to the regulations of the United States Treasury Department, Bureau of Public
Debt, or in any tax-exempt bond that is not an "investment property" within the meaning
of Section 148(b)(2) of the Internal Revenue Code of 1986. The Director of Finance
and agents designated by her are hereby authorized to submit, on behalf of the Village,
subscriptions for such United States Treasury Securities and to request redemption of
such United States Treasury Securities.
Section 13. Tax Covenants. The Village shall not take, or omit to take, any
action lawful and within its power to take, which action or omission would cause interest
on any Bond to become subject to federal income taxes in addition to federal income
taxes to which interest on such Bond is subject on the date of original issuance thereof.
The Village shall not permit any of the proceeds of the Bonds, or any facilities
financed with such proceeds, to be used in any manner that would cause any Bond to
constitute a "private activity bond" within the meaning of Section 141 of the Internal
Revenue Code of 1986.
The Village shall not permit any of the proceeds of the Bonds or other moneys to
be invested in any manner that would cause any Bond to constitute an "arbitrage bond"
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within the meaning of Section 148 of the Internal Revenue Code of 1986 or a "hedge
bond" within the meaning of Section 149(g) of the Internal Revenue Code of 1986.
The Village shall comply with the provisions of Section 148(f) of the Internal
Revenue Code of 1986 relating to the rebate of certain investment earnings at periodic
intervals to the United States of America.
Section 14. Continuing Disclosure. For the benefit of the beneficial owners of
the Bonds, the Village covenants and agrees to provide to the Municipal Securities
Rulemaking Board (the "MSRB') for disclosure on the Electronic Municipal Market
Access ("EMMA") system, in an electronic format as prescribed by the MSRB, (i) an
annual report containing certain financial information and operating data relating to the
Village and (ii) timely notices of the occurrence of certain enumerated events. All
documents provided to the MSRB shall be accompanied by identifying information as
prescribed by the MSRB.
The annual report shall be provided to the MSRB for disclosure on EMMA within
210 days after the close of the Village's fiscal year. The information to be contained in
the annual report shall consist of the annual audited financial statement of the Village
and such additional information as noted in the Official Statement under the caption
"Continuing Disclosure." Each annual audited financial statement will conform to
generally accepted accounting principles applicable to governmental units and will be
prepared in accordance with standards of the Governmental Accounting Standards
Board. If the audited financial statement is not available, then an unaudited financial
statement shall be included in the annual report and the audited financial statement
shall be provided promptly after it becomes available.
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The Village, in a timely manner not in excess of ten business days after the
occurrence of the event, shall provide notice to the MSRB for disclosure on EMMA of
any failure of the Village to provide any such annual report within the 210 day period
and of the occurrence of any of the following events with respect to the Bonds:
(1) principal and interest payment delinquencies; (2) non-payment related defaults, if
material; (3) unscheduled draws on debt service reserves reflecting financial difficulties;
(4) unscheduled draws on credit enhancements reflecting financial difficulties;
(5) substitution of credit or liquidity providers, or their failure to perform; (6) adverse tax
opinions, the issuance by the Internal Revenue Service of proposed or final
determinations of taxability, Notices of Proposed Issue (IRS Form 5701-TEB) or other
material notices or determinations with respect to the tax-exempt status of the bonds, or
other events affecting the tax-exempt status of the Bonds; (7) modifications to rights of
bondholders, if material; (8) Bond calls, if material; (9) defeasances; (10) release,
substitution or sale of property securing repayment of the Bonds, if material; (11) rating
changes; (12) tender offers; (13) bankruptcy, insolvency, receivership or similar event of
the Village; (14) the consummation of a merger, consolidation, or acquisition involving
the Village or the sale of all or substantially all of the assets of the Village, other than in
the ordinary course of business, the entry into a definitive agreement to undertake such
an action or the termination of a definitive agreement relating to any such actions, other
than pursuant to its terms, if material; and (15) appointment of a successor or additional
trustee or the change of name of a trustee, if material. For the purposes of the event
identified in clause (13), the event is considered to occur when any of the following
occur: the appointment of a receiver, fiscal agent or similar officer for the Village in a
proceeding under the U.S. Bankruptcy Code or in any other proceeding under state or
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federal law in which a court or governmental authority has assumed jurisdiction over
substantially all of the assets or business of the Village, or if such jurisdiction has been
assumed by leaving the existing governing body and officials or officers in possession
but subject to the supervision and orders of a court or governmental authority, or the
entry of an order confirming a plan or reorganization, arrangement or liquidation by a
court or governmental authority having supervision or jurisdiction over substantially all of
the assets or business of the Village.
It is found and determined that the Village has agreed to the undertakings
contained in this Section in order to assist participating underwriters of the Bonds and
brokers, dealers and municipal securities dealers in complying with Securities and
Exchange Commission Rule 15c2 -12(b)(5) promulgated under the Securities Exchange
Act of 1934. The chief financial officer of the Village is authorized and directed to do
and perform, or cause to be done or performed, for or on behalf of the Village, each and
every thing necessary to accomplish the undertakings of the Village contained in this
Section for so long as Rule 15c2 -12(b)(5) is applicable to the Bonds and the Village
remains an 'obligated person" under the Rule with respect to the Bonds.
The undertakings contained in this Section may be amended by the Village upon
a change in circumstances that arises from a change in legal requirements, change in
law, or change in the identity, nature or status of the obligated person, or type of
business conducted, provided that (a) the undertaking, as amended, would have
complied with the requirements of Rule 15c2 -12(b)(5) at the time of the primary offering,
after taking into account any amendments or interpretations of the Rule, as well as any
change in circumstances and (b) in the opinion of nationally recognized bond counsel
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selected by the Village, the amendment does not materially impair the interests of the
beneficial owners of the Bonds.
Section 15. Bond Registrar. The Village covenants that it shall at all times
retain a bond registrar with respect to the Bonds, that it will maintain at the designated
office of such bond registrar a place where Bonds may be presented for payment and
registration of transfer or exchange and that it shall require that the bond registrar
maintain proper registration books and perform the other duties and obligations
imposed upon the bond registrar by this ordinance in a manner consistent with the
standards, customs and practices of the municipal securities business.
The bond registrar shall signify its acceptance of the duties and obligations
imposed upon it by this ordinance by executing the certificate of authentication on any
Bond, and by such execution the bond registrar shall be deemed to have certified to the
Village that it has all requisite power to accept, and has accepted such duties and
obligations not only with respect to the Bond so authenticated but with respect to all the
Bonds. The bond registrar is the agent of the Village and shall not be liable in
connection with the performance of its duties except for its own negligence or default.
The bond registrar shall, however, be responsible for any representation in its certificate
of authentication on the Bonds.
The Village may remove the bond registrar at any time. In case at any time the
bond registrar shall resign or shall be removed or shall become incapable of acting, or
shall be adjudged a bankrupt or insolvent, or if a receiver, liquidator or conservator of
the bond registrar, or of its property, shall be appointed, or if any public officer shall take
charge or control of the bond registrar or of its property or affairs, the Village covenants
and agrees that it will thereupon appoint a successor bond registrar. The Village shall
IP49E
mail notice of any such appointment made by it to each registered owner of Bonds
within twenty days after such appointment.
Section 16. Book -Entry System. In order to provide for the initial issuance of
the Bonds in a form that provides for a system of book -entry only transfers, the
ownership of one fully registered Bond for each maturity, in the aggregate principal
amount of such maturity, shall be registered in the name of Cede & Co., as a nominee
of The Depository Trust Company, as securities depository for the Bonds. The Director
of Finance is authorized to execute and deliver on behalf of the Village such letters to,
or agreements with, the securities depository as shall be necessary to effectuate such
book -entry system.
In case at any time the securities depository shall resign or shall become
incapable of acting, then the Village shall appoint a successor securities depository to
provide a system of book -entry only transfers for the Bonds, by written notice to the
predecessor securities depository directing it to notify its participants (those persons for
whom the securities depository holds securities) of the appointment of a successor
securities depository.
If the system of book -entry only transfers for the Bonds is discontinued, then the
Village shall issue and the bond registrar shall authenticate, register and deliver to the
beneficial owners of the Bonds, bond certificates in replacement of such beneficial
owners' beneficial interests in the Bonds, all as shown in the records maintained by the
securities depository.
Section 17. Defeasance and Payment of Bonds. (A) If the Village shall pay
or cause to be paid to the registered owners of the Bonds, the principal and interest due
or to become due thereon, at the times and in the manner stipulated therein and in this
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ordinance, then the pledge of taxes, securities and funds hereby pledged and the
covenants, agreements and other obligations of the Village to the registered owners and
the beneficial owners of the Bonds shall be discharged and satisfied.
(B) Any Bonds or interest installments appertaining thereto, whether at or prior
to the maturity or the redemption date of such Bonds, shall be deemed to have been
paid within the meaning of paragraph (A) of this Section if (1) in case any such Bonds
are to be redeemed prior to the maturity thereof, there shall have been taken all action
necessary to call such Bonds for redemption and notice of such redemption shall have
been duly given or provision shall have been made for the giving of such notice, and
(2) there shall have been deposited in trust with a bank, trust company or national
banking association acting as fiduciary for such purpose either (i) moneys in an amount
which shall be sufficient, or (ii) "Federal Obligations" as defined in paragraph (C) of this
Section, the principal of and the interest on which when due will provide moneys which,
together with any moneys on deposit with such fiduciary at the same time for such
purpose, shall be sufficient, to pay when due the principal of and interest due and to
become due on said Bonds on and prior to the applicable redemption date or maturity
date thereof.
(C) As used in this Section, the term "Federal Obligations" means (i) non -
callable, direct obligations of the United States of America, (ii) non -callable and non -
prepayable, direct obligations of any agency of the United States of America, which are
unconditionally guaranteed by the United States of America as to full and timely
payment of principal and interest, (iii) non -callable, non -prepayable coupons or interest
installments from the securities described in clause (i) or clause (ii) of this paragraph,
which are stripped pursuant to programs of the Department of the Treasury of the
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United States of America, or (iv) coupons or interest installments stripped from bonds of
the Resolution Funding Corporation.
Section 18. Ordinance to Constitute a Contract. The provisions of this
ordinance shall constitute a contract between the Village and the registered owners of
the Bonds. Any pledge made in this ordinance and the provisions, covenants and
agreements herein set forth to be performed by or on behalf of the Village shall be for
the equal benefit, protection and security of the owners of any and all of the Bonds. All
of the Bonds, regardless of the time or times of their issuance, shall be of equal rank
without preference, priority or distinction of any of the Bonds over any other thereof
except as expressly provided in or pursuant to this ordinance. This ordinance shall
constitute full authority for the issuance of the Bonds and to the extent that the
provisions of this ordinance conflict with the provisions of any other ordinance or
resolution of the Village, the provisions of this ordinance shall control. If any section,
paragraph or provision of this ordinance shall be held to be invalid or unenforceable for
any reason, the invalidity or unenforceability of such section, paragraph or provision
shall not affect any of the remaining provisions of this ordinance.
In this ordinance, reference to an officer of the Village includes any person
holding that office on an interim basis and any person delegated the authority to act on
behalf of such officer. Whenever the Director of Finance is unable to exercise any
authority delegated to her by this ordinance, such authority may be exercised by the
Mayor.
Section 19. Publication. The Village Clerk is hereby authorized and directed
to publish this ordinance in pamphlet form and to file copies thereof for public inspection
in her office.
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Section 20. Effective Date. This ordinance shall become effective upon its
passage and approval.
Passed and adopted this 8th day of January, 2013, by roll call vote as follows:
Ayes: Trustees Lissner, Petri, Prochno, Czarnik, Feichter
Nays: 0
Absent: Trustee Franke
Published in pamphlet form: January 9, 2013
(SEAL)
Attest:
Judith M. Keegan
Village Clerk
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Approved: January 8, 2013
Craig B. Johnson
Mayor
CERTIFICATE
I, Judith M. Keegan, Village Clerk of the Village of Elk Grove Village, Illinois,
hereby certify that the foregoing ordinance entitled: "Ordinance Authorizing the
Issuance of Not to Exceed $38,000,d00 General Obligation Bonds, Series 2013, of the
Village of Elk Grove Village, Illinois," is a true copy of an original ordinance that was
duly passed and adopted by the recorded affirmative votes of a majority of the members
of the Mayor and Board of Trustees of the Village at a meeting thereof that was duly
called and held at 7:00 p.m. on January 8, 2013, in the Municipal Building at
901 Wellington Avenue, and at which a quorum was present and acting throughout, and
that said copy has been compared by me with the original ordinance signed by the
Mayor on January 8, 2013, and thereafter published in pamphlet form on January 9,
2013 and recorded in the Ordinance Book of the Village and that it is a correct transcript
thereof and of the whole of said ordinance, and that said ordinance has not been
altered, amended, repealed or revoked, but is in full force and effect.
I further certify that the agenda for said meeting included the ordinance as a
matter to be considered at the meeting and that said agenda was posted at least
48 hours in advance of the holding of the meeting in the manner required by the Open
Meetings Act, 5 Illinois Compiled Statutes 120 and was continuously available for public
review during the 48 hour period preceding the meeting.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of
the Village this 9th day of January 2013.
Village Clerk
(SEAL)
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