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HomeMy WebLinkAboutORDINANCES-1980-120-O-80ORDINANCE NO. 120-0-80 AN ORDINANCE providing for borrowing money and issuing $10,000,000 Corporate Purpose Bonds, Series 1981-A, of the City of Evanston, Cook County, Illinois, and providing for the levy and collection of a direct annual tax for the payment of the principal of and interest on said bonds. WHEREAS, the City of Evanston, Cook County, Illinois, has a population in excess of 25,000 as determined by the last official census and, accordingly, pursuant to the provisions of the 1970 Constitution of the State of Illinois and particularly Article VII, Section 6(a) thereof, said City is a home rule unit and as such may exercise any power or perform any function pertaining to its govern- ment and affairs, including, but not limited to, the power to tax and to incur debt; and • WHEREAS, pursuant to the provisions of Sections 6(d) and 6(k) of said Article VII of said 1970 Constitution, the City of Evanston has the power to incur debt payable from ad valorem tax receipts maturing within forty (40) years from the time it is in- curred and without prior referendum approval; and WHEREAS, on the 27th day of August, 1973, the City Council of said City did adopt Ordinance 78-0-73 establishing the procedures to be followed in the borrowing of money for public corporate pur- poses of said City and the issuing of full faith and credit bonds of said City without referendum approval, such ordinance being entitled: "AN ORDINANCE ESTABLISHING PROCEDURES TO BE FOL- LOWED IN INCURRING INDEBTEDNESS FOR CORPORATE PURPOSES, ISSUING NON -REFERENDUM BONDS TO EVI- DENCE SUCH INDEBTEDNESS AND AUTHORIZING AND DI- RECTING THE LEVYING OF A TAX FOR THE PURPOSE OF is PAYING PRINCIPAL ON SUCH BONDS AND INTEREST THEREON AS THE SAME BECOME DUE." and which Ordinance No. 78-0-73 was amended by Ordinance No. 107-0-80 adopted by the City Council on November 10, 1980, and which said • procedural ordinance, as amended, is now in full force and effect; and WHEREAS, it is deemed to be necessary, essential and in the best interests of the inhabitants of the City of Evanston to obtain funds to pay the cost of continuing certain projects set forth in the Capital Improvement Program of the City, including construction of a new community center, construction of a new City Yards Complex, a comprehensive street lighting program, a sewer improvement and street paving program for one area of the City, in accordance with preliminary plans now on file in the office of the City Clerk, and which projects now require additional funds in the amount of $10,000,000; and • WHEREAS, it is necessary that additional funds be pro- vided for said projects in order to meet the needs of the inhabitants of the City, and it is necessary for that purpose that the sum of $10,000,000 be borrowed at this time and in evidence of such indebted- ness full faith and credit bonds of the City be issued in the prin- cipal amount of $10,000,000, and that such indebtedness be incurred in accordance with the procedures established in Ordinance No. 78-0-73, as amended, and without submitting the question of incurring such indebtedness to the electors of said City for their approval: NOW, THEREFORE, Be It Ordained by the City Council of the City of Evanston, Cook County, Illinois, as follows: Section 1. In order to raise the sum of $10,000,000 presently needed for the purpose of paying the cost of capital im- provement projects set forth in the preamble of this ordinance, -2- there shall be borrowed by, for and on behalf of the City of Evanston, Cook County, Illinois, the sum of $10,000,000 and to evi- dence said loan negotiable coupon bonds of said City shall be issued. Said bonds shall each be designated "Corporate Purpose Bond, Series 1981-A," be dated January 1, 1981, be numbered consecutively from 1 to 2000, inclusive, be of the denomination of $5,000 each, and become due serially on January 1 of each of the years and in the amounts and bear interest as follows (subject to the right of prior redemption hereinafter recited): Serial Numbers, Principal Year of Rate of Both Inclusive Amount Maturity Interest 1 to 85 $425,000 1983 10.40 86 to 170 425,000 1984 10.40 171 to 255 425,000 1985 10.40 256 to 340 425,000 1986 10.40 341 to 425 425,000 1987 10.40 426 to 510 425,000 1988 9.20 511 to 700 950,000 1989 8.60 •701 891 to to 890 1080 950,000 950,000 1990 1991 8.60 8.70 1081 to 1275 975,000 1992 8.80 1276 to 1335 300,000 1993 8.90 1336 to 1395 300,000 1994 9.00 1396 to 1455 300,000 1995 9.20 1456 to 1515 300,000 1996 9.40 1516 to 1575 300,000 1997 9.50 1576 to 1635 300,000 1998 9.60 1636 to 1695 300,000 1999 9.70 1696 to 1755 300,000 2000 9.80 1756 to 1815 300,000 2001 9.80 1816 to 1875 300,000 2002 9.90 1876 to 1900 125,000 2003 10.00 1901 to 1925 125,000 2004 10.00 1926 to 1950 125,000 2005 10.00 1951 to 1975 125,000 2006 10.00 1976 to 2000 125,000 2007 10.00 provided, however, that of said bonds, bonds numbered 1276 to 2000, inclusive, becoming due on January 1 of each of the years 1993 to 2007, inclusive, are subject to redemption prior to maturity, at the option of the City in whole or in part on any interest payment date . on or after January 1, 1992, at par and accrued interest, plus a -3- premium of 2% of the principal amount if called on or prior to January 1, 2000, and a premium of 1% of the principal amount if • called on or after July 1, 2000. If less than all of the bonds are called for redemption at any time, they shall be called in the inverse order of their maturity and by lot within a maturity if less than a whole maturity is called. Notice of the exercise of the option to redeem .any bonds that are redeemable prior to their maturity shall be given by one publication in The Bond Buyer, published in the City of New York, New York, or in the event it ceases publication then in a financial newspaper published either in the City of Chicago, Illinois, or in the City of New York, New York, at least thirty (30) days prior to the date fixed for redemption thereof, and by filing such notice with the paying agent for said bonds at least thirty (30) days prior to the date fixed for redemption thereof. Such notice shall designate • the date fixed for redemption, the amount and numbers of the bonds called for redemption, the terms of redemption, and upon the giving of such notice and providing funds for the redemption of said bonds interest shall cease on the bonds called for redemption from and after the redemption date so specified. Interest on said bonds shall be payable semiannually on the first day of January and July in each year, beginning on January 1, 1982, which said interest payments to date of maturity of prin- cipal shall be evidenced by proper interest coupons attached to each bond and maturing on the dates herein provided. Both principal and interest shall be payable in lawful money of the United States of . America at Harris Trust & Savings Bank , in the City of Chicago I Illinois • -4- The facsimile seal of said City shall be printed on each of said bonds and said bonds shall be signed by the Mayor by his • duly authorized facsimile signature, be attested by the Clerk of said City, and said coupons shall be signed and attested by said officials, respectively, by their respective facsimile signatures, and said officials, by the execution of said bonds, shall adopt as and for their own proper signatures their respective facsimile signatures appearing on said coupons. Section 2. The bonds hereby authorized shall be payable to bearer, provided, however, that such bonds may be subject to registration as to principal in the name of the holder on the books of the Comptroller of said City, such registration to be evidenced by notation of said Comptroller on the back of such bonds so regis- tered. No bond so registered shall be subject to transfer, except upon such books and similarly noted on the back thereof, unless the • last registration shall have been to bearer. Such registration of any of said bonds shall not, however, affect the negotiability of the coupons attached to said bonds, but such coupons shall continue negotiable by delivery merely. Section 3. Each of said bonds, the interest coupons to be attached thereto and the form of registration shall be in sub- stantially the following form: (Form of Bond) UNITED STATES OF AMERICA • STATE OF ILLINOIS COUNTY OF COOK CITY OF EVANSTON CORPORATE PURPOSE BOND, SERIES 1981-A Number $5,000 KNOW ALL MEN BY THESE PRESENTS, that the City of Evanston, Cook County, Illinois, hereby acknowledges itself to owe and for value received hereby promises to pay to bearer or, if this bond be registered, to the registered holder hereof, the sum of FIVE THOU- SAND DOLLARS ($5,000) on the first day of January, , together with interest on said sum from the date hereof until ,paid at the rate of per cent ( %) per annum, payable semiannually on January 1 and July 1 in each year, beginning on • January 1, 1982, upon presentation and surrender of the respective interest coupons hereto attached as they severally become due and payable. Both principal and interest are hereby made payable in lawful money of the United States of America at in the City of , For the prompt payment of this bond, both principal and interest, as aforesaid, at maturity, and the levy of taxes suffi- cient for that purpose, the full faith, credit and resources of said City are hereby irrevocably pledged. This bond is one of a series of bonds being issued by • said City for the purpose of paying the cost of certain projects -6- constituting part of the Capital Improvement Program of the City, pursuant to and in all respects in compliance with the applicable • provisions of Section 6 of Article VII of the Constitution of the State of'Illinois, and in compliance with the provisions of an ordinance adopted by the City Council of said City establishing the procedures for issuing full faith and credit non -referendum bonds, and an ordinance authorizing the issuance of this bond and the series of which it forms a part, duly published, and now in full force and effect. This bond is one of an authorized issue of $10,000,000, being numbered from 1 to 2000, inclusive, of the denomination of $5,000 each, all of like date, tenor and effect, except as to number, maturity, rate of interest and privilege of redemption. Of said bonds, bonds numbered 1276 to 2000, inclusive, becoming due on January 1 of each of the years 1993 to 2007, inclusive, are subject • to redemption prior to maturity, at the option of the City in whole or in part on any interest payment date on or after January 1, 1992, at par and accrued interest, plus a premium of 2% of the principal amount if called on or prior to January 1, 2000, and a premium of 1% of the principal amount if called on or after July 1, 2000. If less than all of the bonds are called for redemption at any time, they shall be called in the inverse order of their maturity and by lot within a maturity if less than a whole maturity is called. Notice of the exercise of the option to redeem any bonds that are redeemable prior to their maturity shall be given by one publication in The Bond Buyer, published in the City of New York, New York, or in the event it ceases publication then in a financial newspaper published either in the City of Chicago,.Illinois, or in • the City of New York, New York, at least thirty (30) days prior to -7- the date fixed for redemption thereof, and by filing such notice with the paying agent for said bonds at least thirty (30) days prior • to the date fixed for redemption thereof. Such notice shall desig- nate the date fixed for redemption, the amount and numbers of the bonds called for redemption, the terms of redemption, and upon the giving of such notice and providing funds for the redemption of said bonds interest shall cease on the bonds called for redemption from and after the redemption date so specified. It is hereby certified and recited that all acts, condi- tions and things required by the Constitution and Laws of the State of Illinois, and including the procedures established by the City ordinance for the exercise of its home rule powers conferred by Section 6 of Article VII of said Constitution of the State of Illinois in issuing its full faith and credit bonds payable from ad valorem property tax receipts without prior referendum approval, to exist • or to be done precedent to and in the issuance of this bond, have existed and have been properly done, happened and been performed in regular and due form and time as required by law; that the indebted- ness of said City of Evanston, represented by this bond and the issue of which it forms a part, and including all other indebtedness of said City, howsoever evidenced and incurred, does not exceed any constitutional or statutory limitation, and that provision has been made for the collection of a direct annual tax, in addition to all other taxes, on all of the taxable property in said City sufficient to pay the interest hereon as the same falls due and also to pay and discharge the principal hereof at maturity. This bond is subject to registration as to principal in the name of the holder on the books of the City Comptroller, such • registration to be evidenced by notation of such Comptroller on the -8- back hereof, and after such registration no transfer hereof, except when noted upon such books and similarly noted hereon, shall be Ovalid unless the last registration shall have been to .bearer. Regis- • tration hereof shall not affect the negotiability of the coupons hereto attached, which shall continue negotiable by delivery merely, notwithstanding registration hereof. IN WITNESS WHEREOF, said City of Evanston, Cook County, Illinois, by its City Council, has caused its facsimile seal to be printed hereon, and this bond to be signed by the Mayor of said City by his duly authorized facsimile signature and attested by its City Clerk, and the coupons hereto attached to be signed and attested by said officials, respectively, by their facsimile signatures, and said officials, by the execution hereof, do adopt as and for their own proper signatures their respective facsimile signatures appear- ing on said coupons, all as of the first day of January, 1981. Attest: City Clerk, City of Evanston, Cook County, Illinois. [ SEAL ] Number Mayor, City of Evanston, Cook County, Illinois. (Form of Coupon) On the first day of , 19 *(unless the bond to which this coupon is attached has been called for prior redemption as therein recited), the City of Evanston, Cook County, Illinois, . will pay to bearer Dollars -9- ($ ) in lawful money of the United States of America at , in the City of , • for interest due that day on its Corporate Purpose Bond, Series 1981-A, dated January 1, 1981, No. Attest: City Clerk, Mayor, City of Evanston, City of Evanston, Cook County, Illinois. Cook County, Illinois. *(The clause within the parentheses shall be inserted in all coupons attached to bonds numbered 1276 to 2000, inclusive, representing interest maturing after the optional date of the bond to which it is attached.) (Form for Registration as to Principal) • Date of Signature of Registration Name of Reqistered Owner City Comptroller Section 4. For the purpose of providing funds required to pay the interest on said bonds promptly when and as the same falls due and to pay and discharge the principal thereof at maturity, there shall be and there is hereby levied upon all of the taxable property within said City, in each year while any of said bonds are outstanding, a direct annual tax sufficient for that purpose, and there shall be and there is hereby levied on all of the taxable prop- erty in said City, in addition to all other taxes, the following -10- direct annual tax, to -wit: •For the Year A Tax Sufficient To Produce The Sum Of 1981 $ 2 , 302 , 700 for interest and principal up to January 1, 1983 1982 $1 ,319,650 for interest and principal 1983 $1 ,275,450 for interest and principal 1984 $1 ,231 ,250 for interest and principal 1985 $1 ,187,050 for interest and principal 1986 $1 ,142,850 for interest and principal 1987 $1 ,628,750 for interest and principal 1988 $1 , 547,050 for interest and principal 1989 $1 , 465 , 350 for interest and principal 1990 $1 ,407,700 for interest and principal 1991 $ 646,900 for interest and principal 1992 $ 620,200 for interest and principal • 1993 $ 593,200 for interest and principal 1994 $ 565,600 for interest and principal 1995 $ 537,400 for interest and principal 1996 $ 508,90o for interest and principal 1997 $ 480,100 for interest and principal 1998 $ 451 ,000 for interest and principal 1999 $ 421,600 for interest and principal 2000 $ 392,200 for interest and principal 2001 $ t87,500 for interest and principal 2002 $ 175,000 for interest and principal 2003 $ 162,500 for interest and principal 2004 $ 150,000 for interest and principal 2005 $ 137,500 for interest and principal • -11- Interest or principal coming due at any time when there are insufficient funds on hand from the foregoing tax levy to pay . the same shall be paid promptly when due from current funds on hand in advance of the collection of said taxes herein levied, and when said taxes shall have been collected reimbursement shall be made to said funds in the amount thus advanced. In the event that funds derived from sources other than described above are made available for the purpose of paying any of such interest or principal, the City Council, by ordinance, shall direct the deposit of such funds with the paying agent herein desig- nated, and further, in and by such ordinance, shall direct the abate- ment of the tax so levied by the amount deposited. A certified copy of such ordinance shall be filed with the County Clerk prior to the extension of such tax for collection. • Section 5. Forthwith as soon as this ordinance becomes effective, a copy hereof, certified to by the Clerk of said City, which certificate shall recite that this ordinance has been passed by the City Council of said City, and published, shall be filed with the County Clerk of Cook County, Illinois, and said County Clerk shall, in and for each of the years 1981 to 2005, both years in- cluded, ascertain the rate per cent required to produce the aggre- gate tax hereinbefore provided to be levied in said year, and said ordinance shall constitute authority for said County Clerk to ex- tend the same for collection on the tax books in connection with other taxes levied in each of said years, respectively, in and by said City for general corporate purposes of said City, and in each of said years, such annual tax shall be levied and collected by said City in like manner as taxes for general corporate purposes • for each of said years are levied and collected, and in addition -12- to and in excess of all other taxes, and when collected the taxes hereby levied shall be placed to the credit of a special fund to We designated "Corporate Purpose Bonds, Series 1981-A, dated January 1, 1981, Debt Service Fund," which is hereby irrevocably pledged to and shall be used solely for the purpose of paying prin- cipal of and interest on the bonds herein authorized when same mature. Section 6. The funds derived from such levy shall be and the same are hereby appropriated and set aside for the sole and only purpose of paying principal of and interest on said bonds when and as the same become due. The funds derived from the sale of said bonds shall be and they are hereby appropriated and set aside for the purpose hereinbefore set out. The proceeds of sale of the bonds will be used and de - is voted with due diligence for the purpose as provided herein, and said City represents and certifies as follows with respect to the bonds: (a) The City has heretofore incurred or within six months after delivery of the bonds expects to incur, substantial binding obligations with respect tothe projects of the Capital Improvement Program herein authorized, such obligations being in an amount not less than $100,000. (b) Over $8,500,000 of the money derived from the sale of the bonds and deposited in the Project Fund will be expended on or before December 1, 1983 for the purpose of paying the cost of the projects of the Capital Improvement Program herein authorized, said date being within three years following the date of issue of the bonds. (c) All of the principal proceeds of the bonds will be used, needed and expended for the purpose of paying the cost of said projects. (d) The construction of said projects is ex- pected to proceed with due diligence to completion. -13- (e) No portion of the projects constructed are expected to be sold or otherwise disposed of, in whole or in material part, prior to the last maturity of the • bonds. (f) The City will receive par plus accrued in- terest and $ 800..00 premium from the sale of the bonds. Accrue interest and premium on the bonds are to be deposited in the Debt Service Fund to pay first interest coming due on the bonds. (g) Except for the Debt Service Fund, the City has not created nor established and will not create or establish any sinking fund, reserve fund or any other similar fund to provide for the payment of the bonds. The Debt Service Fund has been established and will be funded in a manner primarily to achieve a proper matching of tax collections and debt service, and will be depleted at least annually to an amount not in excess of one -twelfth the particular annual debt service on the bonds. Money deposited in the Debt Ser- vice Fund will be spent within a 13-month period begin- ning on the date of deposit, and investment earnings in the Debt Service Fund will be spent within a 1-year period beginning on the date of receipt. (h) The foregoing statements of expectation are based upon the following facts and estimates: (1) Amounts shown as to be received • will be received pursuant to contract of sale. (2) Amounts paid or to be paid into various funds and accounts have been di- rected to be paid into said funds and ac- counts by authority hereof. (3) The anticipated dates of expend- itures of money derived from the sale of bonds and the amount to be spent on or be- fore such dates is based upon consultation with the staff of the City. (i) To the best of the knowledge and belief of the City, there are no facts, estimates or circum- stances that would materially change the conclusions and representations set out in this section and the expectations hereinabove set out are reasonable. (j) The City has not been notified of any list- ing or proposed listing of it by the Internal Revenue Service as a bond issuer whose arbitrage certifica- tions may not be relied upon. The City► also certifies and covenants with =he purchasers •and holders of the bonds from time to time outstanding that, so long -14- as any of said bonds remain outstanding, moneys on deposit in any fund or account in connection with the bonds, whether or not such • moneys were derived from the proceeds of the sale of --he bonds or from any other source, will not be used in a manner which will cause such bonds to be "arbitrage bonds" within the meaning of Section 103(c) of the Internal Revenue Code of 1954, as amended, and any lawful regulations promulgated thereunder, including Treas. Reg. SS 1.103-13, 1.103-14 and 1.103-15 (1979) as the same presently exist, or may from time to time hereafter be amended, supplemented or revised. The City reserves the right, however, to make any in- vestment of such moneys permitted by state law, if, when and to the extent that said Section 103(c) or regulations promulgated there- under shall be repealed or relaxed or shall be held void by a final decision of a court of competent jurisdiction, but only if any in- vestment made by virtue of such repeal, relaxation or decision would • not, in the opinion of counsel of recognized competence in such matters, result in making the interest on said bonds subject to federal income taxation. Section 7. Forthwith after this ordinance has become effective as provided by law, the bonds herein authorized shall be executed and delivered to HARR I S TRUST AND SAVINGS BANK AND ASSOCIATES , the purchaser thereof, upon receipt of the purchase price therefor, same to be not less than the par value of said bonds plus accrued interest to the date of delivery and a premium of $ 800.00 and the contract for the sale of said bonds to said purchaser, heretofore entered into, shall be and the same is hereby in all respects ratified, approved and confirmed. Section 8. All ordinances, resolutions and orders, or • parts thereof, in conflict herewith, are to the extent of such -15- conflict hereby repealed, and this ordinance shall be in full force • and effect upon its passage, approval and the publication thereof as provided by law. ADOPTED: December 15 , 1980. VOTE: PAYE: Aldermen Gerson, Borah, Papangelis, Romain, Burden, Allen, Nelson, Alexander, Summers, Korshak, Fitzsimons, Lauterbach, Neems, Hesston, Barr, Lambert, and Laycock NAY: None ABSENT: Alderman Wyandt • ATTEST:, City Clerk • APPROVED: Ma� IWS:rd -16-