HomeMy WebLinkAboutS13-01 CITY OF ELGIN
ORDINANCE NO. S13-01
AN ORDINANCE
PROVIDING FOR THE ISSUANCE OF VARIABLE RATE DEMAND REVENUE
BONDS, SERIES 2001 (EASTER SEALS JAYNE SHOVER CENTER) IN AN
AGGREGATE PRINCIPAL AMOUNT OF NOT TO EXCEED $2,065,000 OF THE CITY
OF ELGIN, KANE AND COOK COUNTIES, ILLINOIS (THE "BONDS"); APPROVING
THE EXECUTION OF A BOND TRUST INDENTURE PROVIDING FOR THE
ISSUANCE OF AND SECURITY FOR THE BONDS; APPROVING THE EXECUTION
OF A LOAN AGREEMENT PROVIDING FOR THE LOAN OF THE BOND PROCEEDS
TO EASTER SEALS JAYNE SHOVER CENTER; AND APPROVING THE EXECUTION
OF A TAX EXEMPTION AGREEMENT; AND AUTHORIZING AND APPROVING
CERTAIN OTHER MATTERS.
ADOPTED BY THE
CITY COUNCIL OF THE
CITY OF ELGIN
ON THIS 26TH DAY OF SEPTEMBER 2001
Published in pamphlet form by authority of the
City Council of the City of Elgin, Kane and
Cook Counties, Illinois, on this 3rd day of
October 2001.
STATE OF ILLINOIS )
) ss.
COUNTY OF KANE
CERTIFICATE
I, Dolonna Mecum, certify that I am the duly appointed and acting
municipal clerk of the City of Elgin, Cook and Kane Counties, Illinois.
I further certify that on September 26, 2001 , the Corporate Authorities of
such municipality passed and approved Ordinance No. S13-01 entitled An Ordinance
providing for the issuance of Variable Rate Demand Revenue Bonds, Series 2001
(Easter Seals Jayne Shover Center) in an aggregate principal amount of not to exceed
$2,065,000 of the City of Elgin, Kane and Cook Counties, Illinois (the "Bonds");
approving the execution of a Bond Trust Indenture providing for the issuance of and
security for the Bonds; approving the execution of a Loan Agreement providing for the
loan of the Bond proceeds to Easter Seals Jayne Shover Center; and approving the
execution of a Tax Exemption Agreement; and authorizing and approving certain other
matters, which provided by its terms that it should be published in pamphlet form.
The pamphlet form of Ordinance No. S13-01 , including the Ordinance and
a cover sheet thereof, was prepared, and a copy of such Ordinance was posted in the
municipal building, commencing on October 3, 2001, and continuing for at least ten
days thereafter. Copies of such Ordinance were also available for public inspection
upon request in the office of the municipal clerk.
DATED at Elgin, Illinois, on October 3, 2001.
Municipal Clerk
(SEAL)
ORDINANCE NUMBER S13-01
An Ordinance providing for the issuance of Variable Rate Demand
Revenue Bonds, Series 2001 (Easter Seals Jayne Shover Center) in
an aggregate principal amount of not to exceed $2,065,000 of the
City of Elgin, Kane and Cook Counties, Illinois (the "Bonds");
approving the execution of a Bond Trust Indenture providing for
the issuance of and security for the Bonds; approving the execution
of a Loan Agreement providing for the loan of the Bond proceeds
to Easter Seals Jayne Shover Center; and approving the execution
of a Tax Exemption Agreement; and authorizing and approving
certain other matters.
WHEREAS, the City of Elgin, Kane and Cook Counties, Illinois (the "Municipality"), has
a population of more than 25,000, and in accordance with the provisions of Section 6(a) of
Article VII of the 1970 Constitution of the State of Illinois (the "Constitution"), the Municipality
is a home rule unit and, as such, may exercise any power or perform any function pertaining to
its government and affairs including, but not limited to, the power to issue its special limited
obligation revenue bonds, and loan the proceeds thereof to Easter Seals Jayne Shover Center, an
Illinois not for profit corporation (the "Corporation"), organized under Section 501(c)(3) of the
Internal Revenue Code of 1986(the"Code"); and
WHEREAS, the City Council of the Municipality (the "Corporate Authorities") has
heretofore and does hereby determine that it is necessary and in the best interests of the
Municipality to issue its special limited obligation revenue bonds and to lend the proceeds
thereof to the Corporation, for the purpose of financing or refinancing (i) certain costs of
renovating, remodeling and equipping its outpatient rehabilitation, education and community
service facility located at 799 S. McLean Boulevard, in Elgin, Illinois (the "Center"), (ii) certain
indebtedness of the Corporation incurred to pay the costs of constructing and equipping an
addition of approximately 23,500 square feet to the Center, including preschool classrooms, an
inclusive day care center and new and expanded therapy rooms (collectively with (i), the
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`Project'), and(iii)certain expenses incurred in connection with the issuance of the Series 2001
Bonds, including the fees of a credit facility issuer (together with the Project, the "Financing
Purposes") ; and
WHEREAS, pursuant to the provisions of Section 6(a) of Article VII of the Constitution,
the Municipality has the power to issue its revenue bonds for such Financing Purposes in order
to promote the health and welfare of the residents of the Municipality; and
WHEREAS, the Corporate Authorities hereby find and determine that it is necessary for
the welfare of the government and affairs of the Municipality, is a proper public purpose and is
in the public interest that the sum of not to exceed $2,065,000 be borrowed at this time and
loaned to the Corporation for payment of the costs of the purposes as aforesaid, and in evidence
Cof such borrowing, special limited obligation revenue bonds of the Municipality in the aggregate
principal amount of not to exceed $2,065,000 be issued:
Now, THEREFORE, Be It Ordained by the City Council of the City of Elgin, Kane and
Cook Counties, Illinois, in the exercise of its home rule powers, as follows:
Section 1. Incorporation of Preambles. The Corporate Authorities hereby find that all of
the recitals contained in the preambles to this Ordinance are full, true and correct and do
incorporate them into this Ordinance by this reference.
Section 2. Authorization. The Corporate Authorities hereby find that the Municipality is
authorized to issue its special limited obligation revenue bonds in the aggregate principal amount
of not to exceed$2,065,000 for the purpose of financing or refmancing the Financing Purposes.
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Section 3. Series 2001 Bonds. In order to obtain funds to loan to the Corporation to be
used for the purposes aforesaid, the Municipality hereby authorizes the issuance of its special
limited obligation Variable Rate Demand Revenue Bonds, Series 2001 (Easter Seals Jayne
Shover Center) (the "Series 2001 Bonds"), to be issued in an aggregate principal amount of not
to exceed $2,065,000. The Series 2001 Bonds will be placed with the purchasers thereof by
Fifth Third Securities, Inc., as placement agent, at the purchase price of par. For its services in
placing the Series 2001 Bonds, Fifth Third Securities will be paid, by the Corporation, a
placement fee of one percent (1%) of the par amount of the Bonds.
The Series 2001 Bonds shall be issued under and secured by and shall have the terms and
provisions set forth in the Bond Indenture hereinafter referred to. The Series 2001 Bonds shall
mature no later than October 1, 2026, subject to optional and mandatory redemption prior to
maturity and mandatory tender for purchase under certain circumstances, and bear interest at
variable rates (unless converted to fixed rates in accordance with the Bond Indenture)
determined in accordance with the provisions of the Bond Indenture, not exceeding ten percent
(10%) per annum, all as provided for in the Bond Indenture hereinafter referred to. The Series
2001 Bonds will be dated their date of issue and shall initially bear interest from their dated date
at the Weekly Interest Rate (as defined in the Bond Indenture), determined as provided in the
Bond Indenture, and shall continue to bear interest in the Weekly Interest Rate Mode (as defined
in the Bond Indenture), unless converted to the Fixed Interest Rate Mode (as defined in the Bond
Indenture), all as provided in the Bond Indenture. The Series 2001 Bonds in the Weekly Interest
Rate Mode shall be subject to optional tender for purchase by the holders thereof in accordance
with the Bond Indenture. The Series 2001 Bonds shall be issued only as fully registered bonds
without coupons. The Series 2001 Bonds shall be executed on behalf of the Municipality by the
manual or facsimile signature of its Mayor and attested by the manual or facsimile signature of
its City Clerk, and the City Clerk and shall have the corporate seal of the Municipality impressed
manually or printed by facsimile thereon.
The Series 2001 Bonds, including but not limited to the principal of, premium, if any,
interest thereon, the tender price thereof and any expenses related thereto shall be special,
limited obligations of the Municipality, payable solely and only from the revenues and receipts
derived by the Municipality pursuant to the Loan Agreement (other than Unassigned Rights) and
shall be otherwise secured as provided in the Loan Agreement and the Bond Indenture. The
Series 2001 Bonds shall not in any respect be a general obligation of the Municipality, the State
of Illinois or any political subdivision thereof, nor shall they be payable in any manner from
funds of the Municipality, the State of Illinois or any political subdivision thereof raised by
taxation. The issuance of the Series 2001 Bonds does not directly, indirectly, or contingently,
obligate the Municipality, the State of Illinois or any political subdivision thereof to levy any
form of taxation for the payment thereof or to make any appropriation for their payment. The
Series 2001 Bonds do not and shall state that they do not constitute an indebtedness of the
Municipality, the State of Illinois or any political subdivision thereof or a loan of the credit
thereof within the meaning of any constitutional or statutory limitation or provision. The Series
2001 Bonds do not now and shall never constitute a charge against the credit or taxing power of
the Municipality, the State of Illinois or any political subdivision thereof. Neither the
Municipality, nor the State of Illinois, nor any political subdivision thereof shall in any event be
liable for the payment of the Series 2001 Bonds, including but not limited to the principal of,
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premium, if any, interest thereon, the tender price thereof, and any expenses related thereto.
Nothing in this Ordinance, the Loan Agreement, the Bond Indenture, the Bond Placement
Agreement, the Placement Memorandum hereinafter referred to, the Remarketing Agreement or
the form of the Series 2001 Bonds, or in any document or agreement required hereby or thereby,
shall be construed as an obligation or commitment of the Municipality to expend any of its funds
other than (i) the proceeds derived from the sale of the Series 2001 Bonds, (ii) the revenues and
receipts derived from the Loan Agreement, and (iii) any monies arising out of the investment or
reinvestment of said proceeds, income, revenues, receipts or monies.
Section 4. Bond Indenture. The Corporate Authorities do hereby authorize and approve
the execution by the Mayor and the City Clerk of a Bond Trust Indenture dated as of September
1, 2001 (the "Bond Indenture") between the Municipality and Fifth Third Bank, as bond trustee
(the "Bond Trustee"). The Bond Indenture provides for the issuance of the Series 2001 Bonds
and the source of security and payment thereof. Such Bond Indenture shall be substantially in
the form attached hereto and marked "Exhibit A" and hereby approved, or with such changes
therein as shall be approved by the Mayor and City Clerk executing the same, with such
execution to constitute conclusive evidence of their approval and the Corporate Authorities'
approval of any changes or revisions therein from the form of Bond Indenture attached hereto.
Section S. Loan Agreement. The Corporate Authorities do hereby authorize and approve
the execution by the Mayor and the City Clerk of a Loan Agreement dated as of September 1,
2001 (the "Loan Agreement") between the Municipality and the Corporation. Pursuant to the
Loan Agreement, the Municipality will loan the proceeds of the Series 2001 Bonds to the
Corporation and the Corporation will promise to pay all amounts necessary for the Municipality
to timely pay the principal of, interest on and tender price of the Series 2001 Bonds and certain
other related amounts. Such Loan Agreement shall be substantially in the form attached hereto
and marked "Exhibit B" and hereby approved, or with such changes therein as shall be approved
by the Mayor and City Clerk executing the same, with such execution to constitute conclusive
evidence of their approval and the Corporate Authorities' approval of any changes or revisions
therein from the form of Loan Agreement attached hereto.
Section 6. Bond Placement Agreement. The Corporate Authorities do hereby authorize
and approve the execution by the Mayor and the City Clerk of a Bond Placement Agreement to
be dated the date of execution thereof (the "Bond Placement Agreement") among the
Municipality, the Corporation, Fifth Third Bank and Fifth Third Securities, Inc., as placement
agent (the "Placement Agent"). Pursuant to the Bond Placement Agreement, the Series 2001
Bonds will be privately placed by the Placement Agent, with the purchasers thereof. Such Bond
Placement Agreement shall be substantially in the form attached hereto and marked "Exhibit C"
and hereby approved, or with such changes therein as shall be approved by the Mayor and City
Clerk executing the same, with such execution to constitute conclusive evidence of their
approval and the Corporate Authorities' approval of any changes or revisions therein from the
form of Bond Placement Agreement attached hereto. For its services in placing the Series 2001
Bonds, the Placement Agent will be paid, by the Corporation, a placement fee equal to one
percent (1%) of the par amount of the Bonds. The Corporate Authorities do hereby authorize,
ratify and approve the distribution of the Private Placement Memorandum (the "Placement
Memorandum") in connection with the placement of the Series 2001 Bonds, but make no
representation as to the accuracy or sufficiency of any information contained therein except with
respect to the information contained therein under the caption"THE ISSUER."
Section 7. Remarketing Agreement. The Corporate Authorities do hereby authorize and
approve the execution by the Mayor and the City Clerk of a Remarketing Agreement dated as of
September 1, 2001(the "Remarketing Agreement") among the Municipality, the Corporation,
Fifth Third Securities, Inc., as Remarketing Agent (the "Remarketing Agent"), and the Bond
Trustee. Pursuant to the Remarketing Agreement, the Series 2001 Bonds will be remarketed by
the Remarketing Agent upon certain optional and mandatory tenders for purchase by the holders
of the Series 2001 Bonds. Such Remarketing Agreement shall be substantially in the form
attached hereto and marked "Exhibit D" and hereby approved, or with such changes therein as
shall be approved by the Mayor and City Clerk executing the same, with such execution to
�* constitute conclusive evidence of their approval and the Corporate Authorities' approval of any
changes or revisions therein from the form of Remarketing Agreement attached hereto.
Section 8. Tax Exemption Certificate and Agreement. The Corporate Authorities do
hereby authorize and approve the execution by the Mayor and the delivery of a Tax Exemption
Agreement dated the date of delivery of the Series 2001 Bonds (the "Tax Exemption
Agreement") among the Municipality, the Corporation and the Bond Trustee, pursuant to which
certain investment earnings on moneys held by the Bond Trustee may be transferred to a Rebate
Fund established thereunder, as more fully described in the Tax Exemption Agreement. Such
Tax Exemption Agreement shall be in substantially the form approved by the Mayor executing
the same, with such execution to constitute conclusive evidence of his approval and the
Corporate Authorities' approval of the form of Tax Exemption Agreement.
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Section 9. Registered Form. The Municipality recognizes that Section 149(a) of the
Internal Revenue Code of 1986 (the "Code") requires the Series 2001 Bonds to be issued and to
remain in fully registered form in order that interest thereon be exempt from federal income
taxation under laws in force at the time the Series 2001 Bonds are delivered. In this connection,
the Municipality agrees that it will not take any action to permit the Series 2001 Bonds to be
issued in, or converted into, bearer or coupon form.
Section 10. Publication of Ordinance. A full, true and complete copy of this Ordinance
shall be printed or published promptly after passage in pamphlet form by authority of the
Corporate Authorities.
Section 11. Repealer and Effective Date. All ordinances, resolutions and orders, or parts
thereof, in conflict herewith, are to the extent of such conflict hereby repealed and this
Ordinance shall be in full force and effect immediately and forthwith upon its passage, approval
and publication in pamphlet form as aforesaid.
Section 12. Authorization and Ratification of Subsequent Acts. The Corporate
Authorities of the Municipality and the officers, agents and employees of the Municipality are
hereby authorized and directed to do all such acts and things and to execute or accept all such
documents as may be necessary to carry out and comply with the provisions of these resolutions
and the documents attached hereto as Exhibits A , B, C and D, respectively, and all of the acts
and doings of the Corporate Authorities of the Municipality, and the officers, agents and
employees of the Municipality which are in conformity with the intent and purposes of this
Ordinance, whether heretofore or hereafter taken or done, shall be and are hereby ratified,
confirmed and approved.
Ed Schock, Mayor
Presented: September 26, 2001
Passed: September 26, 2001
Omnibus Vote: Yeas: 7 Nays: 0
Recorded: September 27, 2001
Published: October 3, 2001
Attest:
Dolonna Mecum, City Clerk