HomeMy WebLinkAboutOrdinance #1264ORDINANCE N0. i~b~
AN ORDINANCE AUTHORIZING THE ISSUANCE OF UP TO $300,000
GENERAL OBLIGATION BONDS (ALTERNATE REVENUE SOURCE), SERIES
1989, OF THE CITY OF CANTON, FULTON COUNTY, ILLINOIS,
PROVIDING THE DETAILS OF SUCH BONDS AND FOR AN ALTERNATE
REVENUE SOURCE AND THE LEVY OF A DIRECT ANNUAL TAX
SUFFICIENT TO PAY THE PRINCIPAL OF AND INTEREST ON SUCH
BONDS, AND RELATED MATTERS
WHEREAS, the City of Canton, Fulton County, Illinois
(the "Issuer"), operates its municipally-owned combined
waterworks and sewerage system (the "System") in accordance with
the provisions of Division 139 of Article 11 of the Illinois
Municipal Code (Section 11-139-1 et seg. of Chapter 24 of the
Illinois Revised Statutes, as supplemented and amended, the
"System Act"); and
WHEREAS, the City Council of the Issuer (including the
Mayor, the "Corporate Authorities") has determined that it is
advisable, necessary and in the best interests of the Issuer's
public health, safety and welfare to undertake a project
providing for major improvements and extensions to the waterworks
facilities of the System, such improvements to include the
acquisition, construction and installation of City of Canton Well
No. 1 (1989), and related facilities, together with all required
structures, equipment, appurtenances and fixtures, all
electrical, mechanical or other work and the acquisition of land
or rights in land necessary, useful or advisable in connection
with such work (including as such work may progress in one or
more phases, the "Project"), all in accordance with the plans,
specifications and estimate therefor prepared by the Issuer's
duly appointed and acting City Engineer (the "City Engineer"),
which are now on file in the office of the City Clerk for public
inspection; and
WHEREAS, the estimated cost of acquiring, constructing,
and installing the Project, including necessary interest during
such acquisition, construction and installation, engineering,
legal, financial, bond discount, printing and publication costs,
and other expenses preliminary to and in connection with the
Project is anticipated not to exceed the City Engineer's estimate
therefor, $327,000, of which $300,000 is presently anticipated
and planned to be paid from the hereinafter described Bonds; and
WHEREAS, the Issuer has insufficient funds to pay
certain costs of the Project and, therefore, must borrow money
and issue general obligation bonds (alternate revenue source)
under this ordinance in evidence thereof up to the aggregate
principal amount of 5300,000 for such purposes; and
WHEREAS, pursuant to and in accordance with the
provisions of Section 15 of the Local Government Debt Reform Act
(Section 6915 of Chapter 17 of the Illinois Revised Statutes), as
supplemented and amended, and this ordinance, the Issuer is
authorized to issue its General Obligation Bonds (Alternate
Revenue Source), Series 1989, up to the aggregate principal
amount of $300,000 (the "Bonds"), for the purpose of providing
funds to pay or reimburse the Issuer for certain costs of the
Project; and
WHEREAS, in connection with Section 2 of Ordinance No.
1242, AN ORDINANCE authorizing the issuance of up to $300,000
waterworks alternate revenue source bonds of the City of Canton,
Fulton County, Illinois, for the purpose of defraying the costs
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of improving and extending its existing waterworks facilities
(the "Preliminary Ordinance"), passed and approved May 16 and 17,
1989, the Issuer has received no petition in connection with the
Bonds or the Project, a form of petition therefor being at all
relevant times available in the office of the City Clerk; and
WI~REAS, for convenience of reference only this
ordinance is divided into numbered sections with headings, which
shall not define or limit the provisions hereof, as follows:
Page
Preambles 1
Section 1. Definitions. 4
Section 2. Authority and Purpose. 8
Section 3. Authorization and Terms of Bonds 8
Section 4. Bond Purchase Agreement. 11
Section 5. Execution and Authentication 11
Section 6. Transfer, Exchange and Registration. 13
Section 7. Bond Registrar and Paying Agent. 14
Section 8. Alternate Bonds; General Obligations 16
Section 9. Form of Bonds. 19
Section 10. Levy and Extension of Taxes. 25
Section 11. Debt Service Account 27
Section 12. Bond Proceeds Account. 38
Section 13. Depreciation Account 30
Section 14. Operation and Maintenance Account. 32
Section 15. Exception from Arbitrage Rebate. 32
Section 16. Investment Regulations 33
Section 17. Further Assurances and Actions 33
Section 18. Non-Arbitrage and Tax-Exemption 38
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Section 19.
Section 20.
Section 21.
Section 22.
Section 23.
Section 24.
General Covenants. 39
Bank Qualified Bonds 45
Ordinance to Constitute a Contract 46
Severability and No Contest. 47
Repe a 1 47
Effective Date 47
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF
THE CITY OF CANTON, FULTON COUNTY ILLINOIS, as follows:
Section 1. Definitions. Certain words and terms used
in this ordinance shall have the meanings given them above in the
preambles hereto and the meanings given them in this Section 1,
unless the context or use clearly indicates another or different
meaning is intended. Certain definitions are as follows:
(1) "Act" means, collectively, Section 6901 et se of
Chapter 17 (and particularly Section 6915 thereof) and Section
11-139-1 et seq. of Chapter 24 of the Illinois Revised Statutes,
as supplemented and amended, including, without limitation, by
the Registered Bond Act, the Bond Replacement Act, the Municipal
Bond Reform Act and the Bond Authorization Act.
(2) "Alternate Bonds" means alternate bonds as
described in Section 15 of the Local Government Debt Reform Act
(Section 6915 of Chapter 17 of the Illinois Revised Statutes).
(3) "Bond" or "Bonds" means the Issuer's 5300,000
General Obligation Bonds (Alternate Revenue Source), Series 1989,
authorized to be issued by this ordinance.
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(4) "Code" means the Internal Revenue Code of 1986, as
amended, and includes related and applicable regulations
promulgated by the Treasury Department.
(5) "Corporate Authorities" means the City Council of
the Issuer.
(6) "Current Annual Debt Service" means an amount of
money equal to the principal and interest requirement of all
Outstanding Bonds in any Fiscal Year, including and the next
subsequent to the Fiscal Year in which the computation is made.
Any Outstanding Bonds required to be redeemed pursuant to
mandatory redemption, as the case may be, shall be treated as
falling due on the date required to be redeemed (except in the
case of failure to make any such mandatory redemption) and not on
the stated maturity date of such Outstanding Bonds.
(7) "Enterprise Revenues" means Gross Revenues and
includes all other revenue and income, from whatever source,
derived from the System.
(8) "Fiscal Year" means the twelve-month period
beginning May 1 of the calendar year and ending on the next
succeeding April 30.
(9) "Gross Revenues" means all income from whatever
source derived from the System, including: (i) investment income;
(ii) connection, permit and inspection fees and the like; and
(iii) penalties and delinquency charges, but excluding expressly
(a) nonrecurring income from the sale of real estate; (b)
governmental or other grants; (c) advances from or grants made to
the Issuer; (d) capital development, reimbursement, or recovery
charges and the like; (e) annexation or preannexation charges;
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and (f) as otherwise determined in accordance with generally
accepted accounting principles for local government enterprise
funds.
(10) "Issuer" means the City of Canton, Fulton County,
Illinois.
(11) "Net Revenues" means Gross Revenues minus
Operation and Maintenance Expenses.
(12) "Operation and Maintenance Expenses" means. all
expenses of operating, maintaining and routine repair of the
System, including wages, salaries, costs of materials and
supplies, power, fuel, insurance, purchase of water or sewerage
treatment services; but excluding debt service, depreciation, or
any reserve requirements in connection with revenue bond
obligations, and otherwise as determined in accordance with
generally accepted accounting principles for local government
enterprise funds.
(13) "Outstanding Bonds" means the Bonds, other
Alternate Bonds, Prior Bonds and Parity Bonds which are
outstanding and unpaid; provided, however, such term shall not
include the Bonds, Parity Bonds, other Alternate Bonds or, to the
extent lawful, Prior Bonds: (i) which have matured and for which
moneys are on deposit with proper paying agents, or are otherwise
properly available, sufficient to pay all principal and interest
thereof, or (ii) the provision for payment of which has been made
by the Issuer by the deposit in an irrevocable trust or escrow~of
funds or direct, full faith and credit obligations of the United
States of America, the principal and interest of which will be
sufficient to pay at maturity or as called for redemption all the
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principal of and applicable premium on such Bonds, and will not
result in the loss of the exclusion from gross income of the
interest thereon under Section 103 of the Code.
(14) "Parity Bonds" means bonds or any other
obligations to be issued subsequent in time to the Bonds and
which will share ratably and equally in the earnings of the
System with the Bonds, other Alternate Bonds and Prior Bonds.
(15) "Prior Bond Ordinance" means Ordinance No. 580, An
Ordinance authorizing and providing for the issuance of $900,000
principal amount of Waterworks and Sewerage Revenue Refunding
Bonds, Series 1977, of the City of Canton, Fulton County,
Illinois; prescribing the form and other details and confirming
the sale of said bonds; providing for the collection and
disposition of the revenues to be derived from the municipal
waterworks and sewerage system of said City; making other
provisions with respect to the operation of said system and the
issance of said bonds; providing for the security and payment of
said bonds; providing for the payment of certia outstanding
bonds; and prescribing other matters pertaining thereto, passed
April 12, 1977, and approved April 13, 1977, with respect to
which there are outstanding approximately $270,000 Waterworks and
Sewerage Revenue Refunding Bonds (the "Prior Bonds"), to which
are pledged revenues of the System.
(16) "Project" means the improvements and extensions to
the System set forth in the preambles to this ordinance, to be
acquired, constructed and installed in whole or in part from
proceeds of the Bonds.
(17) "System" refers to all property, real, personal or
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otherwise owned or to be owned by the Issuer or under the control
of the Issuer, and used for waterworks and sewerage treatment,
collection, supply and distribution, as the case may be,
including the Project and any and all further extensions,
improvements and additions to the System or the Project.
(18) "Waterworks and Sewerage Fund" or "Fund" means the
Issuer's "Waterworks and Sewerage Fund" created and established,
or continued, as the case may be, by this ordinance.
(16) "Underwriter" means Blunt, Ellis & Loewi, Chicago,
Illinois, the underwriter in connection with the Bonds.
Section 2. Authority and Purpose. This ordinance is
adopted pursuant to the Constitution and laws of the State of
Illinois, including the Local Government Debt Reform Act (Section
6901 et se of Chapter 17 of the Illinois Revised Statutes (and
particularly Section 6915 thereof), as supplemented and amended,
including by Division 139 of Article 11 of the Illinois Municipal
Code, the Registered Bond Act, the Bond Replacement Act, the
Municipal Bond Reform Act and the Bond Authorization Act), for
the purpose of financing a part of the acquisition, construction
and installation of the Project, to be made or undertaken by the
City of Canton, Illinois. The Bonds and this ordinance are
second, junior and subordinate to the Prior Bonds and the terms
and provisions of the Prior Bond Ordinance, and Enterprise
Revenues shall mean Enterprise Revenues derived from the Surplus
Account under the Prior Bond Ordinance while any Prior Bonds are
outstanding and unpaid.
Section 3. Authorization and Terms of Bonds. To meet
part of the estimated cost of the Project, there is hereby
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appropriated the sum of $300,000, to be derived from the proceeds
of the Bonds. For the purpose of financing such appropriation,
Bonds of the Issuer shall be issued and sold in an aggregate
principal amount of not to exceed $300,000, shall each be
designated "General Obligation Bond (Alternate Revenue Source),
Series 1989", and shall be issuable in the denomination of $5,000
or any authorized integral multiple thereof. The Bonds shall be
numbered consecutively from 1 upwards in order of their issuance
and may bear such identifying numbers or letters as shall be
useful to facilitate the registration, transfer and exchange of
the Bonds. Unless otherwise determined in an order to
authenticate the Bonds (in any event to be as of or after
November 1, 1989, and as of or before the date or dates of the
issuance and sale thereof) and acceptable to the Underwriter, for
the purchaser or purchasers thereof, each Bond shall be dated
November 1, 1989. The Bonds shall bear interest at the rates per
annum and shall mature on May 1 of the years and in the principal
amounts, as follows:
Principal Interest
Year Amount Rate
1992 $50,000 6.6%
1993 55,000 6.7
1994 60,000 6.8
1995 65,000 6.9
1996 70,000 7.0
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Each Bond shall bear interest from its date, or from
the most recent interest payment date to which interest has been
paid, 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 semiannually on each May 1 and November 1,
commencing May 1, 1990, at the rates per annum herein set forth.
The principal of and premium, if any, on the Bonds shall be
payable in lawful money of the United States of America upon
presentation and surrender thereof at the principal corporate
trust office of LaSalle National Bank, Chicago, Illinois, the
Paying Agent for the Bonds (including its successors, the "Paying
Agent"). Interest on the Bonds shall be payable on each interest
payment date to the registered owners of record appearing on the
registration books maintained by LaSalle National Bank, Chicago,
Illinois, the Bond Registrar on behalf of the Issuer for such
purpose (including its successors, the "Bond Registrar"), at the
principal office of the Bond Registrar as of the close of
business on the fifteenth (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.
The Bond Registrar shall not be required to transfer or exchange
any Bond during a period commencing the fifteenth (15th) day of
the month next preceding each interest payment date and ending on
such interest date or during a period of fifteen (15) days next
preceding the mailing of a notice of redemption of any Bond which
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could designate all or a part of such Bond for redemption. The
Bonds shall not be subject to redemption prior to their stated
maturities.
Section 4. Bond Purchase Agreement. The Bond Purchase
Agreement (the "Bond Purchase Agreement") by and between the
Issuer and Blunt, Ellis & Loewi, Chicago, Illinois (the
"Underwriter"), in substantially the form thereof presented
before this meeting of the Corporate Authorities shall be and is
hereby approved. The Official Statement (the "Official
Statement") prepared by the Underwriter in connection with the
Bonds in substantially the form thereof presented before this
meeting of the Corporate Authorities shall be and is hereby
approved. All things done by the Issuer's Mayor, Clerk,
Treasurer and City Attorney in connection with the issuance and
sale of the Bonds shall be and are hereby ratified, confirmed and
approved. The Mayor, Clerk, Treasurer, City Attorney and other
officials of the Issuer are hereby authorized and directed to do
and perform, or cause to be done or performed for or on behalf of
the Issuer, each and every thing necessary for the issuance of
the Bonds, including the proper execution, delivery and
performance of the Bond Purchase Agreement and related
instruments and certificates by the Issuer, the proper execution
of the Official Statement and the purchase by and delivery of the
Bonds to or at the direction of the Underwriter.
Section 5. Execution and Authentication. Each Bond
shall be executed in the name of the Issuer by the manual or
authorized facsimile signature of its Mayor and the corporate
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seal of the Issuer, or a facsimile thereof, shall be thereunto
affixed, impressed or otherwise reproduced or placed thereon and
attested by the manual or authorized facsimile signature of its
City 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 such 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 Issuer 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
hold such office. No recourse shall be had for the payment of
any Bonds against the Mayor or any member of the City Council or
any officer or employee of the Issuer (past, present or future)
who executes the Bonds, or on any other basis.
Each Bond shall bear thereon a certificate of
authentication executed manually by the Bond Registrar. No Bond
shall be entitled to any right or benefit under this ordinance or
shall be valid or obligatory for any purpose until such
certificate of authentication shall have been duly executed by
the Bond Registrar. 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
authenticated and delivered under this ordinance. The
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certificate of authentication on any Bond shall be deemed to have
been executed by the Bond Registrar if signed by an authorized
officer of the Bond Registrar, but it shall not be necessary that
the same officer sign the certificate of authentication on all of
the Bonds issued hereunder.
Section 6. Transfer, Exchange and Registration. 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
Bond Registrar on behalf of the Issuer for that purpose at the
principal office of the Bond Registrar by the registered owner
thereof in person or by such registered owner's 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 such registered
owner's duly authorized attorney. Upon the surrender for
transfer of any such Bond, the Issuer 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 principal office of
the Bond Registrar, with a written instrument satisfactory to the
Bond Registrar, duly executed by the registered owner or such
registered owner's 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 denomination of 55,000
or any authorized integral multiple thereof, less previous
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retirements.
For every such exchange or registration of transfer of
Bonds, the Issuer or the Bond Registrar may make a charge
sufficient to reimburse it for 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 Issuer, the Paying Agent 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, premium, if any, or interest thereon and for all other
purposes whatsoever, and all such payments so made to any such
registered owner or upon such registered owner's 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 Issuer nor the Paying Agent or the Bond Registrar shall be
affected by any notice to the contrary.
Section 7. Bond Registrar and Paying Agent. The
Issuer covenants that it shall at all times retain a Bond
Registrar and Paying Agent with respect to the Bonds and shall
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cause to be maintained at the office of such Bond Registrar a
place where Bonds may be presented for registration of transfer
or exchange, that it will maintain at the designated office of
the Paying Agent a place where Bonds may be presented for
payment, that it shall require that the Bond Registrar maintain
proper registration books and that it shall require the Bond
Registrar and Paying Agent to perform the other duties and
obligations imposed upon each of them by this ordinance in a
manner consistent with the standards, customs and practices
concerning municipal securities. The Issuer may enter into
appropriate agreements with the Bond Registrar and Paying Agent
in connection with the foregoing, including as follows:
(a) to act as Bond Registrar, authenticating agent,
Paying Agent and transfer agent as provided herein;
(b) to maintain a list of the registered owners of the
Bonds as set forth herein and to furnish such list to the
Issuer upon request, but otherwise to keep such list
confidential;
(c) to cancel and/or destroy Bonds which have been paid
at maturity or submitted for exchange or transfer;
(d) to furnish the Issuer at least annually a
certificate with respect to Bonds cancelled and/or
destroyed; and
(e) to furnish the Issuer at least annually an audit
confirmation of Bonds paid, Bonds outstanding and payments
made with respect to interest on the Bonds.
The Bond Registrar and Paying Agent shall signify their
acceptances of the duties and obligations imposed upon them by
this ordinance. The Bond Registrar by executing the certificate
of authentication on any Bond shall be deemed to have certified
to the Issuer that it has all requisite power to accept, and has
accepted, such duties and obligations not only with respect to
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the Bond so authenticated but with respect to all of the Bonds.
The Bond Registrar and Paying Agent are the agents of the Issuer
for such purposes and shall not be liable in connection with the
performance of their respective duties except for their own
negligence or default. The Bond Registrar shall, however, be
responsible for any representation in its certificate of
authentication on the Bonds.
The Issuer may remove the Bond Registrar or Paying
Agent at any time. In case at any time the Bond Registrar or
Paying Agent shall resign (such resignation to not be effective
until a successor has accepted such role) 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 Paying Agent, or of its property, shall be
appointed, or if any public officer shall take charge or control
of the Bond Registrar or Paying Agent or of their respective
properties or affairs, the Issuer covenants and agrees that it
will thereupon appoint a successor Bond Registrar or Paying
Agent, as the case may be. The Issuer shall mail or cause to be
mailed notice of any such appointment made by it to each
registered owner of Bonds within twenty (20) days after such
appointment. Any Bond Registrar or Paying Agent appointed under
the provisions of this Section 7 shall be a bank, trust company
or other qualified professional with respect to such matters,
maintaining its principal office in the State of Illinois.
Section 8. Alternate Bonds; General Obligations. The
Bonds are and constitute Alternate Bonds under the Local
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Government Debt Reform Act, anticipated to be payable from
Enterprise Revenues. Under and pursuant to Section 15 of the
Local Government Debt Reform Act, the full faith and credit of
the Issuer 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 Issuer;. and the Issuer
shall be obligated to levy ad valorem taxes upon all the taxable
property in the City of Canton, Illinois, for the payment of the
Bonds and the interest thereon, without limitation as to rate or
amount.
Enterprise Revenues are hereby determined by the
Corporate Authorities to be sufficient to provide for or pay in
each year to final maturity of the Bonds all of the following:
(1) costs of operation and maintenance of the System (but not
including depreciation), (2) debt service (as defined in Section
2 of the Local Government Debt Reform Act) on all outstanding
revenue bonds payable from such Enterprise Revenues, (3) all
amounts required to meet any fund or account requirements with
respect to such outstanding revenue bonds, including the Prior
Bonds, (4) other contractual or tort liability obligations, if
any, payable from such Enterprise Revenues, and (5) in each year,
an amount not less than 1.25 times debt service (as defined in
Section 2 of the Local Government Debt Reform Act) of all (i)
Alternate Bonds payable from such Enterprise Revenues previously
issued and outstanding and (ii) Alternate Bonds proposed to be
issued, including the Bonds. To the extent payable from one or
more revenue sources (as defined in Section 2 of the Local
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Government Debt Reform Act) such sources shall have been
determined by the Corporate Authorities to provide in each year
an amount not less than 1.25 times debt service (as defined in
Section 2 of the Local Government Debt Reform Act) of all
Alternate Bonds payable from such revenue sources previously
issued and outstanding and Alternate Bonds proposed to be issued.
The determination of the sufficiency of Enterprise
Revenues or a revenue source (as defined in Section 2 of the
Local Government Debt Reform Act), as applicable, shall be
supported by reference to the most recent audit of the Issuer,
which shall be for a Fiscal Year ending not earlier than 18
months previous to the time of issuance of the applicable
Alternate Bonds. If such audit does not adequately show such
Enterprise Revenues or revenue source (as defined in Section 2 of
the Local Government Debt Reform Act), as applicable, of if such
Enterprise Revenues or revenue source (as defined in Section 2 of
the Local Government Debt Reform Act), as applicable, are shown
to be insufficient, then the determination of sufficiency shall
be supported by the report of an independent accountant or
feasibility analyst having a national reputation for expertise in
such matters demonstrating the sufficiency of such revenues and
explaining, if appropriate, by what means the revenues will be
greater than as shown in the audit. Whenever such sufficiency is
demonstrated by reference to a schedule of higher rates or
charges for Enterprise Revenues or a higher tax imposition for a
revenue source (as defined in Section 2 of the Local Government
Debt Reform Act), such higher rates, charges or taxes shall have
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been properly imposed by an ordinance adopted prior to the time
of delivery of the applicable Alternate Bonds.
Section 9. Form of Bonds. The Bonds shall be issued
as fully registered Bonds conforming to the industry customs and
practices of printing, including part on the front and part on
the reverse of the certificates, as appropriate, the blanks
[CUSIPs optional] to be appropriately completed when the Bonds
are printed. The Bonds shall be prepared in compliance with the
National Standard Specifications for Fully Registered Municipal
Securities prepared by the American National Standards Institute
and shall be in substantially the form, as follows:
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UNITID STATES OF AMERICA
STATE OF ILLINOIS
COUNTY OF FULTON
CITY OF CANTON
GENERAL OBLIGATION BOND
(ALTERNATE REVENUE SOURCE)
SERIES 1989
REGISTERED NO. REGISTERED ~
INTEREST RATE: MATURITY DATE: DATED DATE: CUSIP:
Registered Owner:
Principal Amount:
KNOW ALL BY TAESE PRESENTS that the City of Canton, a
municipal corporation and non-home rule unit of local government,
situated in the County of Fulton, in the State of Illinois (the
"Issuer"), acknowledges itself indebted and for value received
hereby promises to pay to the Registered Owner identified above,
or registered assigns, the Principal Amount set forth above on
the Maturity Date specified above, and to pay interest on such
Principal Amount from the Dated Date hereof, or from the most
recent interest payment date to which interest has been paid, at
the Interest Rate per annum set forth 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
semiannually on the first days of May and November in each year,
commencing May 1, 1990, until the Principal Amount hereof shall
have been paid, by check or draft mailed to the Registered Owner
of record hereof as of the fifteenth (15th) day of the calendar
month next preceding such interest payment date, at the address
of such Registered Owner appearing on the registration books
maintained for such purpose at the principal corporate trust
office of LaSalle National Bank, Chicago, Illinois, as Bond
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Registrar (including its successors, the "Bond Registrar"). This
Bond, as to principal and premium, if any, when due, will be
payable in lawful money of the United States of America upon
presentation and surrender of this Bond at the principal
corporate trust office of LaSalle National Bank, Chicago,
Illinois, as Paying Agent (including its successors, the "Paying
Agent"). Although it is expected, and has been certified by
Blunt, Ellis & Loewi, Chicago, Illinois, that the Bonds are to be
paid from net revenues of the Issuer's combined waterworks and
sewerage system, which revenues are pledged to the payment
thereof, the full faith and credit of the Issuer, including the
power to levy taxes without limit as to rate or amount, 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 up to 5300,000, which are all of
like tenor, except as to maturity, interest rate and right of
redemption, and which are authorized and issued under and
pursuant to the Constitution and laws of the State of Illinois,
including Section 15 of the Local Government Debt Reform Act
(Section 6915 of Chapter 17 of the Illinois Revised Statutes, in
connection with "alternate bonds", as supplemented and amended,
including by Division 139 of Article 11 of the Illinois Municipal
Code, the Registered Bond Act, the Bond Replacement Act, the
Municipal Bond Reform Act, the Local Government Debt Reform Act
and the Bond Authorization Act), and pursuant to and in
accordance with Ordinance No. adopted by the City Council of
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the Issuer on 1989, and entitled: "An Ordinance
Authorizing the Issuance of up to $300,000 General Obligation
Bonds (Alternate Revenue Source), Series 1989, of the City of
Canton, Fulton County, Illinois, Providing the Details of Such
Bonds and For an Alternate Revenue Source and the Levy of a
Direct Annual Tax Sufficient to Pay the Principal of and Interest
on such Bonds, and Related Matters." The Bonds are not subject
to call for redemption prior to their stated maturities.
This Bond is transferable only upon the registration
books therefor by the Registered Owner hereof in person, or by
such Registered Owner's attorney duly authorized in writing, upon
surrender hereof at the principal 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
such Registered Owner's duly authorized attorney, and thereupon a
new registered Bond or Bonds, in the authorized denominations of
$5,000 or any authorized integral multiple thereof and of the
same aggregate principal amount as this Bond shall be issued to
the transferee in exchange therefor. In like manner, this Bond
may be exchanged for an equal aggregate principal amount of Bonds
of any authorized denomination. The Bond Registrar shall not be
required to exchange or transfer any Bond during the period from
the fifteenth (15th) day of the month preceding any interest
payment date to such interest payment date or during a period of
fifteen (15) days next preceding the mailing of a notice of
redemption which could designate all or a part of such Bond for
redemption. The Issuer or the Bond Registrar may make a charge
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sufficient to reimburse it for 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
Issuer, the Paying Agent 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, premium, if any, and interest due
hereon and for all other purposes whatsoever, and all such
payments so made to such Registered Owner or upon such registered
owner's order shall be valid and effectual to satisfy and
discharge the liability upon this Bond to the extent of the sum
or sums so paid, and neither the Issuer nor the Paying Agent or
the Bond Registrar shall be affected by any notice to the
contrary.
No recourse shall be had for the payment of any Bonds
against the Mayor, any member of the City Council or any other
officer or employee of the Issuer (past, present or future) who
executes any Bonds, or on any other basis. The Issuer may
remove the Bond Registrar or Paying Agent at any time and for any
reason and appoint a successor.
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.
The Issuer has designated the Bonds as "qualified
tax-exempt obligations" under Section 265(b)(3) of the Internal
Revenue Code of 1986, as amended.
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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 Issuer
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 Issuer is within every debt or other limit
prescribed by law.
IN WITNESS WfiEREOF, the City of Canton, Fulton County,
Illinois, 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 City Clerk, all as of the Dated
Date set forth above.
(SEAL)
Attest:
CITY OF CANTON, ILLINOIS
Mayor
City Clerk
Dated:
19
CERTIFICATE OF AUTf~NTICATION
This Bond is one of the General Obligation Bonds (Alternate
Revenue Source), Series 1989, described in the within mentioned
ordinance.
LaSalle National Bank,
Chicago, Illinois, as Bond Registrar
By
Authorized Officer
Bond Registrar
and Paying Agent:
LaSalle National Bank,
Chicago, Illinois
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[Printer's legend for ownership abbreviations may be placed
here.]
ASS IGNNIENT
For value received the undersigned sells, assigns and
transfers unto
[Name, Address and Social Security Number or FEIN of Assignee]
the within Bond and hereby irrevocably constitutes and appoints
attorney to transfer the
within Bond on the books kept for registration thereof, with full
power of substitution in the premises.
Dated
Signature Guarantee:
Signature
Notice: The signature of this 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.
Section 10. Levy and Extension of Taxes. 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 as the same shall mature, there shall be
levied upon all the taxable property in the City of Canton,
Illinois, in each year while any of the Bonds shall be
outstanding, a direct annual tax in each of the years 1989 to
1994, inclusive, sufficient for that purpose, in addition to all
other taxes, and in the amounts for each year, as follows:
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For Each Year
1989
1990
1991
1992
1993
1994
A Tax Sufficient to Produce the Sum of:
$30,675 for interest
70,450 for interest and principal
72,150 for interest and principal
73,465 for interest and principal
74,385 for interest and principal
74,900 for interest and principal
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 such taxes shall have been
collected, reimbursement shall be made to such fund or funds from
which such advance was made in the amounts thus advanced.
As soon as this ordinance becomes effective, a copy
hereof certified by the City Clerk, which certificate shall
recite that this ordinance has been duly adopted, shall be filed
with the County Clerk of Fulton County, Illinois, who is hereby
directed to ascertain the rate percent required to produce the
aggregate tax hereinabove provided to be levied in the years 1989
to 1994, inclusive, and to extend the same for collection on the
tax books in connection with other taxes levied in each of such
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years, in and by the Issuer for general corporate purposes of the
Issuer, and in each of such years such annual tax shall be levied
and collected in like manner as taxes for general corporate
purposes for each of such years are levied and collected and,
when collected, such taxes shall be used solely for the purpose
of paying the principal of and interest on the Bonds herein
authorized as the same become due and payable.
The Issuer covenants and agrees with the registered
owners of the Bonds that so long as any of the Bonds remain
outstanding, unless or to the extent Enterprise Revenues or other
duly appropriated moneys shall be then on deposit in the Debt
Service Account of 1989 established in Section 11 below, the
Issuer will take no action or fail to take any action which in
any way would adversely affect the ability of the Issuer to levy
and cc1lE~ct the foregoing taxes, and the Issuer and its officers
will comply with all present and future applicable laws in order
to assure that the foregoing taxes will be levied, extended and
collected as provided herein and deposited in the Debt Service
Account of 1989 established in Section 11 below to pay the
principal of and interest on the Bonds.
Section 11. Debt Service Account_ Net Revenues and
moneys de:°ived from taxes herein levied are appropriated and set
aside for the sole purpose of paying principal of and interest on
the Bonds when and as the same come due. All of such moneys, and
all other r~toneys to be used for the payment of the principal of
and interest on the Bonds, including Enterprise Revenues
available for such payment, shall be deposited in the "Debt
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Service Account of 1989" which is hereby established as a special
account of the Issuer and shall be administered as a bona fide
debt service fund under the Internal Revenue Code of 1986, as
amended. All accrued interest received upon the issuance of the
Bonds, and an amount of Bond proceeds to pay interest to and
including the May 1, 1990, interest payment date on the Bonds,
shall be deposited in the Debt Service Account of 1989 and
applied to pay interest on the Bonds.
Section 12. Bond Proceeds Account. All of the
proceeds derived from the sale of the Bonds (exclusive of accrued
interest) shall be deposited in the "Bond Proceeds Account of
1989", which is hereby established as a special account of the
Issuer. Moneys in the Bond Proceeds Account of 1989 shall be
used for the purposes specified in Section 1 of this ordinance
(that is, the costs of the Project) and for the payment of costs
of issuance of the Bonds, but may hereafter be reappropriated and
used for other lawful System purposes. Before any such
reappropriation shall be made, there shall be filed with the City
Clerk an opinion of Evans & Froehlich, Champaign, Illinois, or
other nationally recognized Bond counsel ("Bond Counsel") to the
effect that such reappropriation is authorized and will not
adversely affect the tax-exempt status of the Bonds under Section
103 of the Internal Revenue Code of 1986, as amended. Moneys in
the Bond Proceeds Account of 1989 shall be withdrawn from time to
time as needed for the payment of costs and expenses incurred or
advanced by the Issuer in connection with the Project and for the
acquisition, construction and installation of the Project and
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paying the fees and expenses incidental thereto. Moneys shall be
withdrawn from the depositary in connection with such funds from
time to time by the Treasurer or other appropriate financial
officer of the Issuer only upon submission by such officer to
such depository of the following:
(i) If such withdrawal of funds is for payment
to a supplier, materialman, or contractor for work done
in connection with the Project, a certificate executed
by the engineer in charge of the acquisition,
construction and installation of the Project stating
the amount of materials supplied or the nature of the
work completed, that such materials have been properly
accepted or such work approved by such engineer, the
amount due and payable thereon, and the amount
remaining to be paid in connection with the Project;
and
(ii) A duplicate copy of the order signed by the
Mayor and the City Clerk, or such other officer(s) as
may from time to time be by law authorized to sign and
countersign orders of the Issuer, stating specifically
the purpose for which the order is issued and
indicating that the payment for which the order is
issued has been approved by the Corporate Authorities.
Within sixty (60) days after completion of the Project
in accordance with the plans and specifications therefor, as
herein referred to, and as heretofore approved by the Corporate
Authorities, and after all costs leave been paid in connection
-?.9-
with the acquisition and construction thereof, the engineer in
responsible charge of the Project shall certify to the Corporate
Authorities the fact that the work has been completed according
to such plans and specifications, and upon approval of the
completion of the work based upon such certificate by the
Corporate Authorities, and after all costs have been paid, the
Mayor, City Clerk and such engineer shall execute a certificate
and file it with the depositary in which the Bond Proceeds
Account of 1989 is on deposit and in the records of the Issuer
certifying that the work has been completed in accordance with
the plans and specifications therefor and that all costs have
been paid; and, if at that time any funds remain in the Bond
Proceeds Account of 1989, the same shall be transmitted by the
depositary to the Treasurer or other appropriate financial
officer of the Issuer, and such officer shall credit such funds
to the Depreciation Account of 1989, or, if such account is fully
funded, to the Debt Service Account of 1989.
Section 13. Depreciation Account. In addition to the
Depreciation Account created and established under the Prior Bond
Ordinance, there shall be and is hereby created and established a
Depreciation Account of 1989. There shall be deposited in and
credited to the Depreciation Account of 1989 such amounts as the
Corporate Authorities may from time to time provide.
Amounts to the credit of such Depreciation Account of
1989 shall be used for (i) the payment of the costs of
extraordinary maintenance, necessary repairs and replacements, or
contingencies, the payment for which no other funds are
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available, in order that the System may at all times be able to
render efficient service and (ii) the payment of principal of or
interest and applicable premium on any Outstanding Bonds at any
time when there are no other funds available for that purpose in
order to prevent a default and shall be transferred to the
appropriate fund or account for such purpose.
Each expenditure to be made from the Depreciation
Account of 1989 for the purpose stated in clause (i) of the
preceding paragraph shall be made only after a consulting
engineer has certified or a 4/5th's approving vote of the
Corporate Authorities has determined that such expenditure is
necessary to the continued effective and efficient operation of
the System.
Moneys in the Depreciation Account of 1989 are to be
used to pay the cost of repairs or replacements to the System as
may be necessary from time to time for the continued efficient
operation of the System. Although amounts in the Depreciation
Account of 1989 may be required to be used to pay principal and
interest on the Bonds to prevent or remedy a default, such
amounts are not expected to be used to pay principal and interest
on the Bonds to prevent or remedy a default, and there is no
assurance (due to the necessity of making reasonable repairs or
replacements to the System, from time to time, as discussed
above) that such amounts will be available to pay principal and
interest on the Bonds even if all other sources of payment are
exhausted.
When the Prior Bonds are no longer outstanding under
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the Prior Bond Ordinance the amount on deposit in the
Depreciation Account under the Prior Bond Ordinance, upon
resolution of the Corporate Authorities, may be transferred to
the Depreciation Account of 1989 under this ordinance.
Section 14. Operation and Maintenance Account. There
shall be and is hereby created (or continued hereunder, as the
case may be, from the Prior Bond Ordinance in the event no Prior
Bonds are outstanding under the Prior Bond Ordinance) an
Operation and Maintenance Account. On or before the first day of
each month, there shall be deposited and credited to the
Operation and Maintenance Account an amount sufficient, when
added to the amount then on deposit in such Operation and
Maintenance Account, to establish a balance equal to an amount
not less than the amount necessary to pay Operation and
Maintenance Expenses for the then current and the next succeeding
month.
Section 15. Exception from Arbitrage Rebate. The
Issuer does not reasonably expect to issue more than $5,000,000
of tax-exempt obligations in the year of the issuance of the
Bonds within the meaning of the small issuer exception under
Section 148(f)(4)(C) of the Internal Revenue Code of 1986, as
amended. However, the Issuer shall comply with the provisions of
Section 148(f) of the Internal Revenue Code of 1986, as amended,
relating to the rebate of certain investment earnings at periodic
intervals to the United States of America to the extent that
there shall have been filed with the City Clerk an opinion of
Bond Counsel to the effect that such compliance is necessary to
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preserve the exclusion from gross income for federal income tax
purposes of interest on the Bonds under Section 103 of the
Internal Revenue Code of 1986, as amended.
Section 16. Investment Regulations. No investment
shall be made of any moneys in the Debt Service Account of 1989
or the Bond Proceeds Account of 1989 except in accordance with
the tax covenants and other covenants set forth in Section 17 of
this ordinance. All income derived from such investments in
respect of moneys or securities in any fund or account shall be
credited in each case to the fund or account in which such moneys
or securities are held.
Any moneys in any fund or account 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. The Issuer's Treasurer and agents
designated by such officer are hereby authorized to submit on
behalf of the Issuer subscriptions for such United States
Treasury Securities and to request redemption of such United
States Treasury Securities.
Section 17. Non-Arbitrage__ and Tax-Exemption. One
purpose of this Section 17 is to set forth various facts
regarding the Bonds and to establish the expectations of the
Corporate Authorities and the Issuer as to future events
regarding the Bonds and the use of Bond proceeds. The
certifications and representations made herein and at the time of
the issuance of the Bonds are intended, and may be relied upon,
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as certifications and expectations described in Sections
1.103-13(a)(2)(ii) and 1.148-OT et se of the U.S. Treasury
Regulations dealing with arbitrage and rebate (the
"Regulations"). The covenants and agreements contained herein
and at the time of the issuance of the Bonds are made for the
benefit of the registered owners from time to time of the Bonds.
The Corporate Authorities and the Issuer agree, certify, covenant
and represent as follows:
(a) The Bonds are being issued to pay the costs of the
Project, and all of the amounts received upon the sale of
the Bonds, plus all investment earnings thereon (the
"Proceeds") are needed for the purpose for which the Bonds
are being issued.
(b) The Issuer has entered into, or will within six
months from the date of issue of the Bonds enter into,
binding contracts or commitments obligating it to spend at
least 2.5% of the proceeds of the Bonds for constructing,
acquiring and equipping the Project. It is expected that
the work of acquiring, constructing and equipping the
Project will continue to proceed with due diligence to
completion reasonably expected to be on or about August 1,
1990, at which time all of the Proceeds will have been
spent.
(c) The Issuer has on hand no funds which could legally
and practically be used for the Project which are not
pledged, budgeted, earmarked or otherwise necessary to be
used for other purposes. Accordingly, no portion of the
Proceeds will be used (i) directly or indirectly to replace
funds of the Issuer or any agency, department or division
thereof that could be used for the Project, or (ii) to
replace any proceeds of any prior issuance of obligations by
the Issuer. No portion of the Bonds is being issued solely
for the purpose of investing the Proceeds at a Yield higher
than the Yield on the Bonds. For purposes of this Section,
"Yield" means that yield (that is, the discount rate) which
when used in computing the present worth of all payments of
principal and interest to be paid on an obligation (using
semi-annual compounding on the basis of a 360-day year)
produces an amount equal to the purchase price of the Bonds,
including accrued interest, and the purchase price of the
Bonds is equal to the first offering price at which more
than 10% of the principal amount of each maturity of the
Bonds is sold to the public (excluding bond houses, brokers
or similar persons or organizations acting in the capacity
of underwriters or wholesalers).
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(d) All principal proceeds of the Bonds will be
deposited in the Bond Proceeds Account of 1989 Fund and used
to pay costs of the Project and costs of issuance of the
Bonds, and any accrued interest and premium received on the
delivery of the Bonds will be deposited in the Debt Service
Account of 1989 and used to pay the first interest due on
the Bonds. Earnings on investment of moneys in any fund or
account will be credited to that fund or account. Project
costs, including issuance costs of the Bonds, will be paid
from the Bond Proceeds Account of 1989 Fund, and no other
moneys are expected to be deposited therein. Interest on
and principal of the Bonds will be paid from the Debt
Service Account of 1989. No Proceeds will be used more than
30 days after the date of issue of the Bonds for the purpose
of paying any principal or interest on any issue of bonds,
notes, certificates or warrants or on any installment
contract or other obligation of the Issuer or for the
purpose of replacing any funds of the Issuer used for such
purpose.
(e) The Debt Service Account of 1989 is established to
achieve a proper matching of revenues and earnings with debt
service in each bond year. Other than any amounts held to
pay principal of matured Bonds that have not been presented
for payment, it is expected that any moneys deposited in the
Debt Service Account of 1989 will be spent within the
12-month period beginning on the date of deposit therein.
Any earnings from the investment of amounts in the Debt
Service Account of 1989 will be spent within a one-year
period beginning on the date of receipt of such investment
earnings. Other than any amounts held to pay principal of
matured Bonds that have not been presented for payment, it
is expected that the Debt Service Account of 1989 will be
depleted at least once a year, except for a reasonable
carryover amount not to exceed the greater of (i) one-year's
earnings on the investment of moneys in the Debt Service
Account of 1989, or (ii) in the aggregate one-twelfth
(1/12th) of the annual debt service on the Bonds.
(f) Other than the Debt Service Account of 1989, no
funds or accounts have been or are expected to be
established, and no moneys or property have been or are
expected to be pledged (no matter where held or the source
thereof) which will be available to pay, directly or
indirectly, the Bonds or restricted so as to give reasonable
assurance of their availability for such purposes. No
property of any kind is pledged to secure, or is available
to pay, obligations of the Issuer to any credit enhancer or
liquidity provider.
(g) (i) All amounts on deposit in the Bond Proceeds
Account of 1989 Fund or the Debt Service Account of 1989 and
all Proceeds, no matter in what funds or accounts deposited
("Gross Proceeds"), to the extent not exempted in (ii)
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below, and all amounts in any fund or account pledged
directly or indirectly to the payment of the Bonds which
will be available to pay, directly or indirectly, the Bonds
or restricted so as to give reasonable assurance of their
availability for such purpose contrary to the expectations
set forth in (f) above, shall be invested at market prices
and at a Yield not in excess of the Yield on the Bonds plus,
for amounts in the Bond Proceeds of 1989 Fund only, 1/8 of
0
o.
(ii) The following may be invested without Yield
restriction:
(A) amounts invested in obligations described
in Section 103(a) of the Internal Revenue Code of
1986, as amended (but not specified private
activity bonds as defined in Section 57(a)(5)(C)
of the Code), the interest on which is not
includable in the gross income of any registered
owner thereof for federal income tax purposes
("Tax-Exempt Obligations");
(B) amounts deposited in the Debt Service
Account of 1989 that are reasonably expected to be
expended within 13 months from the deposit date
and have not been on deposit therein for more than
13 months;
(C) amounts in the Bond Proceeds Account of
1989 prior to the earlier of completion (or
abandonment) of the Project or three years from
the date of issue of the Bonds;
(D) an amount not to exceed 5% of Bond
proceeds;
(E) all amounts for the first 30 days after
they become Gross Proceeds (e.g., date of deposit
in any fund or account securing the Bonds); and
(F) all amounts derived from the investment
of the Proceeds for a period of one year from the
date received.
(h) Subject to (q) below, once moneys are subject to
the Yield limits of (g)(i) above, such moneys remain Yield
restricted until they cease to be Gross Proceeds.
(i) As set forth in Section 148(f)(4)(C) of the
Internal Revenue Code of 1986, as amended, the Issuer is
excepted from the required rebate of arbitrage profits on
the Bonds because the Issuer is a governmental unit with
general taxing powers, none of the Bonds is a "private
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activity bond" as defined in Section 141(a) of the Internal
Revenue Code of 1986, as amended, all the net proceeds of
the Bonds are to be used for the local government activities
of the Issuer, and the aggregate face amount of all
tax-exempt obligations (other than "private activity bonds"
as defined in Internal Revenue Code of 1986, as amended)
issued by the Issuer and all subordinate entities thereof
during the calendar year 1989, including the Bonds, is not
reasonably expected to exceed $5,000,000.
(j) None of the Proceeds will be used, directly or
indirectly, to replace funds which were used in any business
carried on by any person other than a state or local
governmental unit.
(k) The payment of the principal of or the interest on
the Bonds will not be, directly or indirectly (A) secured by
any interest in (i) property used or to be used for a
private business use by any person other than a state or
local governmental unit, or (ii) payments in respect of such
property, or (B) derived from payments (whether or not by or
to the Issuer), in respect of property, or borrowed money,
used or to be used for a private business use by any person
other than a state or local governmental unit.
(1) None of the Proceeds will be used, directly or
indirectly, to make or finance loans to persons other than a
state or local governmental unit.
(m) No user of the Project other than a state or local
government unit will use the Project on any basis other than
the same basis as the general public, and no person other
than a state or local governmental unit will be a user of
the Project as a result of (i) ownership, or (ii) actual or
beneficial use pursuant to a lease or a management or
incentive payment contract, or (iii) any other similar
arrangement.
(n) Beginning on the 31st day prior to the Bond sale
date, the Issuer has not sold or delivered, and will not
sell or deliver, (nor will it deliver within 31 days after
the date of issuance of the Bonds) any other obligations
pursuant to a common plan of financing, which will be paid
out of substantially the same source of funds (or which will
have substantially the same claim to be paid out of
substantially the same source of funds) as the Bonds or will
be paid directly or indirectly from Proceeds.
(o) No portion of the Project is expected to be sold or
otherwise disposed of prior to the last maturity of the
Bonds.
(p) The Issuer has not been notified of any
disqualification or proposed disqualification of it by the
-37-
Internal Revenue Service as a bond issuer which may certify
bond issues under Section 1.103-13(a)(2)(ii) of the
Regulations.
(q) The Yield restrictions contained in (g) above or
any other restriction or covenant contained herein need not
be observed and may be changed if the Issuer receives an
opinion of Bond Counsel to the effect that such
non-observance or change will not adversely affect the
tax-exempt status of interest on the Bonds to which the
Bonds otherwise are entitled.
(r) The Issuer acknowledges that any changes in facts
or expectations from those set forth herein may result in
different Yield restrictions or rebate requirements from
those set forth herein and that Bond Counsel should be
contacted if such changes do occur.
(s) The Corporate Authorities have no reason to believe
the facts, estimates, circumstances and expectations set
forth herein are untrue or incomplete in any material
respect. On the basis of such facts, estimates,
circumstances and expectations, it is not expected that the
Proceeds or any other moneys or property will be used in a
manner that will cause the Bonds to be arbitrage bonds or
private activity bonds within the meaning of Sections 148 or
141 of the Internal Revenue Code of 1986, as amended, and of
applicable regulations. To the best of the knowledge and
belief of the City Council, such expectations are
reasonable, and there are no other facts, estimates and
circumstances that would materially change such
expectations.
The Issuer also agrees and covenants with the
registered owners of the Bonds from time to time outstanding
that, to the extent possible under. Illinois law, it will comply
with all present federal tax law and related regulations and with
whatever federal tax law is adopted and regulations promulgated
in the future which apply to the Bonds and affect the tax-exempt
status of the Bonds.
Section 18. ~rther Assurances and Actions. The
Corporate Authorities hereby authorize the officials of the
Issuer responsible for issuing the Bonds, the same being the
Mayor, Clerk and Treasurer of the Issuer, to make such further
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filings, covenants, certifications and supplemental agreements as
may be necessary to assure that the use of the Project and Bond
and related proceeds will not cause the Bonds to be arbitrage
bonds or private activity bonds and to assure that the interest
in the Bonds will be excluded from gross income for federal
income tax purposes. In connection therewith, the Issuer and the
Corporate Authorities further agree: (a) through the officers of
the Issuer, to make such further specific covenants,
representations as shall be truthful, and assurances as may be
necessary or advisable; (b) to consult with Bond Counsel
approving the Bonds and to comply with such advice as may be
given; (c) to pay to the United States, as necessary, such sums
of money representing required rebates of excess arbitrage
profits relating to the Bonds; (d) to file such forms,
statements, and supporting documents as may be required and in a
timely manner; and (e) if deemed necessary or advisable, to
employ and pay fiscal agents, financial advisors, attorneys, and
other persons to assist the Issuer in such compliance.
Section 19. General Covenants. The Issuer covenants
and agrees with the registered owners of the Outstanding Bonds,
so long as there are any Outstanding Bonds (as defined herein),
as follows:
(a) The Issuer will maintain the System in good repair
and working order, will operate the same efficiently and
faithfully, will promptly construct and acquire any
extensions, improvements, replacements or repairs thereto,
and will punctually perform all duties with respect thereto
-39-
required by the Constitution and laws of the State of
Illinois and of the United States.
(b) The Issuer will establish and maintain at all times
reasonable fees, charges, and rates for the use and service
of the System and will provide for the collection thereof
and the segregation and application of the revenues of the
System in the manner provided by this ordinance, sufficient
at all times to pay Operation and Maintenance Expenses, to
provide adequate depreciation funds, to generate Net
Revenues of at least 125% of Current Annual Debt Service on
all revenue bonds of the Issuer which by their terms are
payable solely from the revenues of the System, and
otherwise to at all times maintain the Bonds as Alternate
Bonds, and to provide for the creation and maintenance of
the respective accounts as provided in this ordinance. The
Issuer will defend its right to receive and apply the
revenues pledged to pay the Bonds.
(c) There shall be charged against all users of the
System, including the Issuer, such rates and amounts for
waterworks and sewerage treatment, distribution, collection
and other related services, as the case may be, as shall be
adequate to meet the requirements of this Section 19.
Charges for services rendered the Issuer shall be made
against the Issuer, and payment for the same shall be made
monthly from corporate funds into the Fund as revenues
derived from the .operation of the System.
(d) Whenever the 125% coverage in subsection (b) above
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is not effected or the Bonds at any time fail to qualify as
Alternate Bonds not subject to any applicable debt limit
under Section 15 of the Local Government Debt Reform Act or
taxes are levied and extended and collected as in Section 9
hereof, the Issuer covenants to promptly have prepared a
rate and management study for the System by an independent
consulting engineer or accountant (experienced with respect
to waterworks and sewerage systems) employed for that
purpose, and further, to send a copy of such study, when
completed, to the Underwriter of the Bonds along with a
letter indicating what action the Issuer has taken
responsive to such study and to comply with Section 15 of
the Local Government Debt Reform Act.
(e) The Issuer from time to time will make all needful
and proper repairs, replacements, additions, and betterments
to the System so that the System may at all times be
operated properly and advantageously; and when any necessary
equipment or facility shall have been worn out, destroyed,
or otherwise is insufficient for proper use, it shall be
promptly replaced so that the value and efficiency of the
System shall be at all times fully maintained.
(f) The Issuer will establish such rules and
regulations for the control and operation of the System
necessary for the safe, lawful, efficient and economical
operation thereof.
(g) The Issuer will make and keep proper books and
accounts (separate and apart from all other records and
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accounts of the Issuer), in which complete entries shall be
made of all transactions relating to the System, and hereby
covenants that within ninety (90) days following the close
of each Fiscal Year, it will cause the books and accounts of
the System to be audited by independent certified public
accountants. Such audit will be available for inspection by
the registered owners of any of the Bonds. Upon
availability, the Issuer will send the Underwriter a copy of
such audit in each year. Each such audit, in addition to
whatever matters may be thought proper by the accountants to
be included therein, shall, without limiting the generality
of the foregoing, include the following:
(i) A statement in detail of income and
expenditures of the System for such Fiscal Year.
(ii ) A balance sheet as of the end of such Fiscal
Year, including a statement of the amount held in each
of the accounts of the Fund.
(iii) A list of all insurance policies in force at
the end of the Fiscal Year, setting out as to each
policy the amount of the policy, the risks covered, the
name of the insurer, and the expiration date of the
policy.
(iv) The number of waterworks and sewerage
customers and users served by the System at the end of
the year, the quantity of water supplied and sewerage
collected and water and sewerage treated by the System
and a summary of rates in effect from time to time for
services of the System.
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(v) The amount and details of all Outstanding
Bonds.
(vi) The accountant's comments regarding the manner
in which the Issuer has carried out the accounting
requirements of this ordinance and has complied with
Section 15 of the Local Government Debt Reform Act, and
the accountant's recommendations for any changes or
improvements in the operation of the System.
All expenses of the audit required by this Section 19
shall be regarded and paid as an Operation and Maintenance
Expense. It is further covenanted and agreed that a copy of
each such audit shall be furnished upon completion to the
Underwriter, and a summary thereof shall be furnished to the
registered owner of any Bond upon request.
(h) The Issuer will keep the books and accounts for the
System in accordance with generally accepted fund reporting
practices for local government enterprise funds; provided,
however, that the monthly credits to the Debt Service
Account of 1989 and the Depreciation Account of 1989 shall
be in cash, and such funds shall be held separate and apart
in cash and investments. For the purpose of determining
whether sufficient cash and investments are on deposit in
such accounts under the terms and requirements of this
ordinance, investments shall be valued at the lower of the
cost or market price on the valuation date thereof, which
valuation date. shall be not less frequently than annually.
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(i) The Issuer will take no action in relation to the
System which would unfavorably affect the security of the
Outstanding Bonds or the prompt payment of the principal and
interest thereon.
(j) The registered owner of any Bond may proceed by
civil action to compel performance of all duties required by
law and this ordinance, including the making and collecting
of sufficient charges and rates for the service supplied by
the System and the application of the income and revenue
therefrom.
(k) The Issuer will carry insurance on the System of
the kinds and in the amounts which are usually carried by
private parties operating similar properties, covering such
risks as shall be recommended by a competent consulting
engineer or insurance consultant employed by the Issuer for
the purpose of making such recommendations. All moneys
received for loss under such insurance policies shall be
deposited in the Depreciation Account of 1989 and used in
making good the loss or damage in respect of which they were
paid, either by repairing the property damaged or making
replacement of the property destroyed, and provision for
making good such loss or damage shall be made within ninety
(90) days from the date of the loss. The payment of
premiums for all insurance policies required under the
provisions of this covenant in connection with the System
shall be considered an Operation and Maintenance Expense.
The proceeds derived from any and all policies for workers'
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compensation or public liability shall be paid into the
Operation and Maintenance Account and used in paying the
claims on account of which they were received.
(1) The Issuer covenants not to provide any free
service of the System, and, to the extent permitted by law,
the Issuer will not grant a franchise or other rights for
the operation of any competing waterworks or sewerage system
or systems within the Issuer or the area served by the
System.
(m) The Issuer will adopt a budget and approve
appropriations for the Fund prior to the beginning of each
Fiscal Year, subject to all applicable state laws, providing
for payment of all sums to be due in the Fiscal Year so as
to comply with the terms of this ordinance. The budget may
include in its estimate of income the use of available
surplus moneys or other funds of the Issuer appropriated for
such purposes. If during the Fiscal Year there are
extraordinary receipts or payments of unusual cost, the
Issuer will adopt an amended budget for the remainder of the
Fiscal Year, providing for receipts or payments pursuant to
this ordinance.
(n) The Issuer will comply with the special covenants
concerning Alternate Bonds as required by Section 15 of the
Local Government Debt Reform Act and Section 7 of this
ordinance.
Section 20. Bank Qualified Bonds. Pursuant to Section
265(b)(3) of the Internal Revenue Code of 1986, as amended, the
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Issuer hereby designates the Bonds as "qualified tax-exempt
obligations" as defined in Section 265(b)(3) of the Internal
Revenue Code of 1986, as amended. The Issuer represents that the
reasonably anticipated amount of tax-exempt obligations that will
be issued by the Issuer and all subordinate entities of the
Issuer during the calendar year in which the Bonds are issued
will not exceed $10,000,000 (and reasonably expects not to exceed
$5,000,000) within the meaning of Section 265(b)(3) of the
Internal Revenue Code of 1986, as amended. The Issuer covenants
that it will not so designate and issue more than $10,000,000
(and reasonably expects not to exceed $5,000,000) aggregate
principal amount of tax-exempt obligations in such calendar year.
For purposes of this Section 15, the term "tax-exempt
obligations" includes "qualified 501(c)(3) Bonds" (as defined in
the Section 145 of the Internal Revenue Code of 1986, as amended)
but does not include other "private activity bonds" (as defined
in Section 141 of the Internal Revenue Code of 1986, as amended).
Section 21. Ordinance to Constitute a Contract. The
provisions of this ordinance shall constitute a contract between
the Issuer 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 Issuer shall be for the equal benefit, protection and
security of the registered 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
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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 Issuer, the provisions of this ordinance shall control.
Section 22. Severability and No Contest. 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.
Upon the issuance of the Bonds, neither the Bonds nor this
ordinance shall be subject to contest by or in respect of the
Issuer.
Section 23. Repeal. All ordinances, resolutions or
parts thereof in conflict herewith be and the same are hereby
repealed to the extent of such conflict and this ordinance shall
be in full force and effect forthwith upon its adoption.
Section 24. Effective Date. This ordinance shall
become effective immediately upon its passage and approval in the
manner provided by law, and upon its becoming effective and prior
to the issuance of the Bonds a certified copy of this ordinance
shall be filed with the County Clerk of Fulton County, Illinois.
Adopted this gbh day of November, 1989, by not less
than ~~~ (~) affirmative votes, by roll call vote as
follows:
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Ayes (Names) : Q1 rlprmAn ('.hanman T~~~~-~9~~~2~', feu-Q~-$^"~_;
Nays (Names): ~~_
Absent, Abstain & other (Names): Absent Aldermen Zilly, Kovachevich.
PASSED: November $_, 1989
(SEAL)
Approved: November _, 1989
Mayor
Attest:
City Clerk
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N
CERTIFICATE
STA1E CF II.I.IAAIS, )
SS.
OC~TIY C~ FIA.T~I. )
I, Nancy Whites, City Clerk of the City of Canton, in the Canty.of Fulton
and State of Illirnis, do hereby certif~i that as the City Clerk of the City
of Canton, I am the keeper of records; minutes, ardinanoea aced other booica,
records and papers of said City, and that the ib-re~oiig is a true and correct
copy of : .
ORDINANCE N0. 1264
AN ORDINANCE AUTHORIZING THE ISSUANCE OF UP TO
$300,000 GENERAL OBLIGATION BONDS (ALTERNATE REVENUE
SOURCE), SERIES 1989, OF THE CITY OF CA_VTON, FULTOV
COUNTY, ILLINOIS, PROVIDING THE DETAILS OF SUCH
BONDS AND FOR AN ALTERNATE REVENUE SOURCE AND THE
LEVY OF A DIRECT A'VNUAL TAX SUFFICIENT TO PAY THE
PRINCIPAL OF AND INTEREST ON SUCH BONDS, AND RFLA_TED
T~4ATTERS .
adopted by the City Cancil of said City and approved by the Mayoac tt~reof
OA thr ~.~~ dsy Of NnvPmher - - - -- -~ 19 ~c~•
WI'II~SS try hand and the Corporate Seal of the City of Canton, Illinois
this 21st day of November l9 ~9_•
tee ty
(SEAL)