HomeMy WebLinkAboutS3-80 Ordinance S3-80
ORDINANCE OF THE CITY OF ELGIN , KANE AND
COOK COUNTIES , ILLINOIS AUTHORIZING THE
ISSUANCE OF ITS $850,000 INDUSTRIAL
DEVELOPMENT REVENUE BOND, SERIES A OF 1980
(REFRACTORY PRODUCTS CO. PROJECT) , AND
PROVIDING FOR THE RIGHTS OF THE HOLDERS
THEREOF , AND FOR OTHER RELATED PURPOSES
WHEREAS , the City of Elgin , Kane and Cook Counties ,
Illinois is a political subdivision of the State of Illinois
and home rule unit under Section 6(a) of Article VII of the
1970 Constitution of the State of Illinois and as such home
rule unit duly adopted on March 8 , 1978 Ordinance No. S2-78
entitled "City of Elgin Economic Development and Pollution
Control Revenue Bond Enabling Ordinance" (the "Act" ) , authorizing
and empowering the Issuer to finance the acquisition ,
construction and equipping of Economic Development Projects
(as defined in the Act ) located within the Issuer ' s corporate
boundaries or within ten miles of such corporate boundaries
(but not in any other incorporated municipality) by issuing
its bonds for the purpose of making secured or unsecured loans
to others to provide funds for the costs of the acquisition
and equipping , by construction , purchase , lease or otherwise ,
of such an Economic Development Project ; and to secure the
payment of such bonds by a pledge of the income and revenues
derived from the financing of such project to the end that the
Issuer may be able to encourage the increase of industry and
create or retain employment opportunities in or near the City
of Elgin, Kane and Cook Counties , Illinois ; and
WHEREAS, the Issuer has made the necessary arrangements
with Refractory Products Co. , an Illinois corporation
(hereinafter sometimes referred to as the "Developer" ) , for
financing the acquisition , construction and equipping of an
Economic Development Project which will be used by the Developer
as manufacturing , warehousing and office facilities (hereinafter
sometimes referred to as the "Project" ) in the City of Elgin ,
Kane and Cook Counties , Illinois , and thereby create or retain
employment opportunities , all in furtherance of the purposes
expressed in the Act ; and
WHEREAS , to provide for the financing of the Project
the Issuer intends to issue and sell its "Industrial Development
Revenue Bond , Series A of 1980 (Refractory Products Co. Project )
in the principal amount of $850,000 (the "Series A Bond" ) to
The Life Insurance Company of Virginia, a Virginia corporation
(the "Purchaser" ) pursuant to the terms of the hereinafter
mentioned Bond Purchase Agreement ; and
WHEREAS , there has been presented to this meeting
a Loan Agreement to be dated as of February 1 , 1980 (the "Loan
Agreement" ) between the Issuer and the Developer whereby the
Issuer agrees to lend to the Developer the proceeds of the Series
A Bond to finance the Project and the Developer agrees to secure
payment of the Series A Bond by executing a Mortgage and Security
Agreement , and an Assignment of Rents and Other Income with
respect to the Project , any leases thereof and the income derived
therefrom , financing statements and other documents as may be
required by the holder of the Series A Bond from time to time
(the "Security Instruments" ) ; and
WHEREAS, there has been presented to this meeting
a Bond Purchase Agreement to be dated as of February 1 , 1980
(the "Bond Purchase Agreement" ) between the Purchaser , the
Developer and the Issuer ; and
WHEREAS, the loan to the Developer by the Issuer will
be evidenced by the Developer ' s Series A Promissory Note (the
"Note" ) from the Developer to the Issuer in the principal amount
of $850 ,000 and providing for the payment of the principal of
and premium , if any, and interest on the Note at such times
and in such amounts as to at all times be sufficient and
available to pay principal of and premium, if any , and interest
on the Series A Bond when due ; and
WHEREAS , the Series A Bond in registered form without
coupons and the form of assignment thereof are to be in
substantially the following forms with appropriate variations ,
omissions and insertions as are permitted or required by this
Ordinance :
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(FORM OF SERIES A BOND)
UNITED STATES OF AMERICA
STATE OF ILLINOIS
COUNTIES OF KANE AND COOK
CITY OF ELGIN
Industrial Development Revenue Bond , Series A of 1980
(Refractory Products Co. Project )
The City of Elgin , Kane and Cook Counties , Illinois ,
a political subdivision of the State of Illinois and a home
rule unit pursuant to Section 6 (a) of Article VII of the
Constitution of the State of Illinois (the "Issuer" ) , for value
received , hereby promises to pay , solely from the source and
as hereinafter provided , to , or registered
assigns , by good and sufficient check or draft (subject to
collection in full prior to any credit therefor) delivered to
the registered owner hereof at his address as it appears on
the registration books kept by the City Clerk of the Issuer ,
as Registrar , or at such other address as the holder hereof
may from time to time designate to the Issuer , the Registrar
and the Developer in writing , the principal sum of
EIGHT HUNDRED AND FIFTY THOUSAND DOLLARS ($850 ,000)
together with interest from the date hereof on the principal
balance from time to time unpaid hereon at the rate of eight
and one-half per cent (8-1/2%) per annum, except as hereinafter
provided in the Ordinance in the event of a determination of
taxability or during a period of default. Principal and interest
on the Series A Bond shall be paid on the first day of each
month , commencing on the first day of May, 1980 and continuing
on the first day of each month thereafter in 324 consecutive
monthly installments with the first 323 installments to be in
the amount of $6 ,705.00 and the final installment to be in the
amount of the then remaining unpaid balance of principal and
interest hereon ; provided , however , that the first such
installment shall be increased by the amount of interest accruing
but unpaid from and after the date of delivery thereof to and
including March 31 , 1980.
No notation is required to be made hereon as to the
payment of any principal or interest . HENCE THE FACE AMOUNT
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OF THIS BOND MAY EXCEED THE PRINCIPAL SUM REMAINING OUTSTANDING
AND DUE HEREUNDER .
This Bond constitutes the entire issue of the $850,000
City of Elgin , Kane and Cook Counties , Illinois Industrial
Development Revenue Bond , Series A of 1980 (Refractory Products
Co. Project) (the "Series A Bond" ) , authorized and issued under
an Ordinance adopted by the Issuer on , 1980 (the
"Ordinance" ) , pursuant to and in full compliance with the
Constitution and laws of the State of Illinois , particularly
Ordinance No . 52-78 entitled "City of Elgin Economic Development
and Pollution Control Revenue Bond Enabling Ordinance" (the
"Act" ) , for the purpose of funding a loan by Issuer to Refractory
Products Co. , an Illinois corporation (the "Developer" ) , for
the purpose of paying the costs of acquiring , constructing and
equipping an Economic Development Project (as defined in the
Act ) consisting of real estate , buildings , equipment , machinery
and other facilities in connection therewith for use by the
Developer as manufacturing , warehousing and office facilities
(the "Project" ) in the City of Elgin , Kane and Cook Counties ,
Illinois , and the payment of necessary costs incidental thereto ,
so as to further the purposes and policies of the Act by creating
or retaining employment opportunities in the City of Elgin,
Kane and Cook Counties , Illinois . The terms and conditions
of the acquisition, construction and equipping by Developer
of the Project , the loan of the proceeds of the Series A Bond
to Developer for such purposes , and the repayment of said loan
are contained in a certain Loan Agreement , dated as of February
1 , 1980 (the "Agreement" ) , between the Issuer and the Developer .
The Agreement and the Developer ' s Series A Promissory Note ,
of even date herewith , in the original principal amount of
$850 ,000 (the "Note" ) , and the proceeds thereof , evidencing
its indebtedness under the Agreement , and all amounts payable
thereunder (except certain rights of the Issuer with respect
to indemnification under Section 6.7 thereof ) , will be assigned
to the Bondholder to secure payment of this Series A Bond .
Reference is hereby made to the Ordinance and the Agreement
and to all supplements thereto for the provisions , among others ,
with respect to the rights , duties and obligations of the Issuer
and the Developer , the terms upon which the Series A Bond and
the Note are issued , the rights of the holder of the Series
A Bond and provisions for defeasance of such rights .
If at any time the holder of this Series A Bond shall
determine, subject to the provisions of the Ordinance , that
it is required to treat all or any part of any payment of
interest on this Series A Bond as subject to any Federal tax
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imposed upon or measured by income (except solely as the result
of the holder being deemed a "substantial user" of the Project
or a "related person" , within the meaning of Section 103(b) (8)
of the Internal Revenue Code , which exception shall not be
applicable if the holder is a "substantial user" or "related
person" thereof as the result , primarily or wholly , of a default
by the Developer under Section 6. 11 of the Agreement ) , the
interest rate on this Series A Bond shall , as to all payments
so deemed to be subject to such tax , irrespective of whether
such payments may have theretofore accrued or any amounts paid
with respect thereto , be automatically increased to ten and
one-half per cent ( 10-1/2%) per annum and any amount of interest
past due by reason of such determination shall thereupon become
immediately due and payable as provided in the Agreement . In
such event the monthly installments of principal and interest
payable hereunder shall be increased so as to amortize fully
the then outstanding principal amount of this Series A Bond
at such taxable interest rate over the remainder of the original
324 principal installments hereof as provided in Section 204(c )
of the Ordinance . This Series A Bond may also be called in
full by the holder hereof in the event of such determination
of taxability pursuant to the Ordinance .
To secure payment of this Series A Bond the Developer
has executed and delivered to The Life Insurance Company of
Virginia , as mortgagee , a Mortgage and Security Agreement and
an Assignment of Rents and Other Income , with respect to the
Project , any leases thereof and the income derived therefrom ,
and has agreed to execute and deliver such financing statements
and other documents as may be required by the holder of this
Series A Bond from time to time to secure the payment hereof
(the "Security Instruments" ) .
During any period of default hereunder or under the
Ordinance or any of the Security Instruments , the entire unpaid
principal amount of this Series A Bond, at the option of the
holder of this Series A Bond, shall bear interest at the rate
of three per cent (3%) per annum in excess of the rate that
would then be in effect hereunder if no such default had
occurred.
This Series A Bond may not be called for prepayment
by the Issuer except as provided herein and in the Ordinance.
Upon the occurrence of certain events (including a determination
of taxability, as aforesaid) specified in the Ordinance , this
Series A Bond is subject to required prepayment in full , or
in part in inverse order of principal maturity, upon payment
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of the principal amount thereof so to be prepaid plus accrued
interest thereon to the prepayment date and such other amounts ,
if any, as may be required by the Ordinance.
Notwithstanding the provisions of the immediately
preceding paragraph , the holder of this Series A Bond is hereby
granted the option of accelerating on March 1 , 1995 the entire
unpaid principal balance hereof , together with accrued interest
thereon , by mailing written notice of such acceleration to the
Issuer and the Developer on or before December 1 , 1994.
Following such mailing , the unpaid principal balance hereof ,
together with all accrued interest thereon, shall become due
and payable on and shall be paid on March 1 , 1995.
This Series A Bond is not prepayable at the option
of the Issuer on or before March 1 , 1990 , except as provided
in the Ordinance. Thereafter , upon such notice as is required
by the Ordinance , this Series A Bond may be prepaid in whole
(but not in part ) , at the option of the Issuer to be exercised
upon the direction of the Developer , on any principal and
interest payment date upon payment of the following amounts ,
expressed as a percentage of the outstanding principal amount
of this Series A Bond , plus accrued interest to the prepayment
date :
105 .0% if prepaid April 1 , 1990 to
March 31 , 1991 , inclusive ;
104. 5% if prepaid April 1 , 1991 to
March 31 , 1992 , inclusive ;
104. 0% if prepaid April 1 , 1992 to
March 31 , 1993 , inclusive ;
103. 5% if prepaid April 1 , 1993 to
March 31 , 1994 , inclusive ;
103.0% if prepaid April 1 , 1994 to
March 31 , 1995 , inclusive ;
102 . 5% if prepaid April 1 , 1995 to
March 31 , 1996 , inclusive ;
102.0% if prepaid April 1 , 1996 to
March 31 , 1997 , inclusive ;
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101 .5% if prepaid April 1 , 1997 to
March 31 , 1998 , inclusive ;
101 .0% if prepaid on April 1 , 1998
or thereafter.
This Series A Bond is also subject to optional
prepayment solely in the discretion of the Developer and upon
such notice as is required by the Ordinance in part on the first
day of any month occurring on and after April 1 , 1980 at a price
equal to 100% of the principal amount thereof to be prepaid ,
plus accrued and unpaid interest thereon to the date fixed for
prepayment , without premium ; provided that the aggregate amount
of all such prepayments during any calendar year shall not exceed
S85 , 000 and this privilege of making a partial prepayment without
premium shall not be available during any calendar year in which
this Series A Bond shall be prepaid in full .
In the event of a partial prepayment of principal
of the Series A Bond permitted or required hereby , such payment
shall be applied to the payment of the unpaid principal amount
of the Series A Bond in inverse order of maturity and the amount
of each of the installment payments of principal and interest
due on the first day of each month thereafter shall not be
reduced by reason of such partial prepayment .
This Series A Bond , the premium , if any, and the
interest hereon are limited obligations of the Issuer payable
by the Issuer solely from the revenues derived by the Issuer
from the financing of the Project , which revenues have been
pledged and assigned to the holder of this Series A Bond to
secure payment thereof . This Series A Bond , the premium , if
any, and the interest hereon shall not be deemed to constitute
an indebtedness of the Issuer or a loan of credit thereof within
the meaning of any constitutional or statutory limitation and
shall not constitute nor give rise to a pecuniary liability
of the Issuer or a charge against the general credit or taxing
powers of the Issuer , or a debt or a pledge of the faith and
credit of the State of Illinois or any political subdivision
thereof , including the Issuer . NEITHER THE STATE OF ILLINOIS
NOR ANY POLITICAL SUBDIVISION THEREOF, INCLUDING THE ISSUER ,
SHALL BE OBLIGATED TO PAY THE PRINCIPAL OF AND INTEREST ON THIS
SERIES A BOND OR OTHER COSTS INCIDENT THERETO EXCEPT FROM THE
REVENUES , RECEIPTS AND PAYMENTS PLEDGED THEREFOR , AND NEITHER
THE FAITH AND CREDIT NOR THE TAXING POWER OF THE STATE OF
ILLINOIS OR ANY POLITICAL SUBDIVISION THEREOF, INCLUDING THE
ISSUER, IS PLEDGED TO THE PAYMENT OF THE PRINCIPAL OF, PREMIUM,
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IF ANY, OR INTEREST ON THIS SERIES A BOND OR OTHER COSTS INCIDENT
THERETO.
The registered owner of this Series A Bond shall be
entitled to enforce the provisions of the Ordinance and to
institute action to enforce the terms , covenants and conditions
thereof and to take any action with respect to any Event of
Default under the Ordinance and to institute , appear in or defend
any suit or other proceeding with respect thereto , and to take
such other action as provided in the Ordinance or as may
otherwise be permitted by law or in equity. In certain events ,
on the conditions , in the manner and with the effect set forth
in the Ordinance , the principal of this Series A Bond may become
or may be declared due and payable before its stated maturity ,
together with accrued interest thereon. Modifications or
alterations of the Ordinance and the Agreement , or of any
supplements thereto , may be made only to the extent and in the
circumstances permitted therein .
The transfer of this Series A Bond may be registered
by the registered owner hereof in person or by his duly
authorized attorney or legal representative at the principal
office of the Registrar , but only in the manner and subject
to the limitations and conditions provided herein and in the
Ordinance and upon surrender and cancellation of this Series
A Bond. Upon any such registration of transfer the Issuer shall
execute and deliver in exchange for this Series A Bond a new
registered Series A Bond without coupons , of the authorized
denomination , registered in the name of the transferee , and
the Registrar shall give the Developer notice of such transfer
and the address at which payments are thereafter to be made.
The Issuer shall , prior to due presentment for registration
of transfer , treat the registered owner as the person exclusively
entitled to payment of principal , premium , if any, and interest
and the exercise of all other rights and powers of the owner
of this Series A Bond.
Upon the transfer of the Series A Bond as permitted
under the Ordinance, the Issuer shall have no responsibility
for any assignment or transfer of the Agreement , the Note or
any of the Security Instruments or of any rights , interests
or security thereunder , including any moneys held in escrow
for the payment of taxes , insurance premiums or other charges
with respect to the Project although the Issuer covenants and
agrees to execute and deliver such instruments as may be
necessary in connection with any such assignment or transfer.
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All acts , conditions and things required to happen ,
exist or be performed precedent to and in the issuance of this
Series A Bond have happened, exist and have been performed.
IN WITNESS WHEREOF , the City of Elgin , Kane and Cook
Counties , Illinois , has caused this Series A Bond to be signed
on its behalf by the manual signature of its Mayor , its seal
to be impressed or imprinted hereon and attested by the manual
signature of its City Clerk and this Series A Bond to be dated
the day of , 1980.
CITY OF ELGIN , KANE AND COOK
COUNTIES , ILLINOIS
BY
(SEAL) Title : Mayor
ATTEST:
Title : City Clerk
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* * * *
(FORM OF ASSIGNMENT)
FOR VALUE RECEIVED, the undersigned hereby sells ,
assigns and transfers unto
pr
int pri t or type name and address of transferee)
the within Series A Bond and all rights thereunder , and hereby
irrevocably constitutes and appoints , attorney ,
to transfer the within Series A Bond on the books kept for
registration thereof , with full power of substitution in the
premises .
NOTICE: The signature to this
assignment must correspond with
the name as it appears upon the
face of the within Series A Bond
in every particular , without
alteration or enlargement or any
change whatever .
* * * *
(ENQ OF EQEm OE aQND)
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121, Therefjug, Be It Ordained by the City Council
of the City of Elgin , Kane and Cook Counties , Illinois , as
follows :
ARTICLE I
Definitions and Rules of Construction
,Section jai. Definitions . The following words and
terms shall have the following meanings in this Resolution unless
the context otherwise requires :
"Act" shall mean Ordinance No. S2-78 entitled "City
of Elgin Economic Development and Pollution Control Revenue
Bond Enabling Ordinance" duly adopted by the City Council of
the Issuer on March 8 , 1978 , as amended .
"Agreement" shall mean the Loan Agreement , dated as
of February 1 , 1980 , between the Issuer and the Developer .
"Architect" shall have the meaning set forth in Article
I of the Agreement.
"Authorized Developer Representative" shall have the
meaning set forth in Article I of the Agreement .
"Authorized Issuer Representative" shall mean any
person at the time designated to act on behalf of the Issuer
by written certificate furnished to the Developer and the Holder ,
containing the specimen signature of such person and signed
on behalf of the Issuer by its Mayor. Such certificate may
designate an alternate or alternates .
"Bond" or "Series A Bond" shall mean the City of Elgin,
Kane and Cook Counties , Illinois Industrial Development Revenue
Bond , Series A of 1980 (Refractory Products Co. Project)
authorized to be issued by Section 202 hereof in the principal
amount of $850 ,000.
"Bond Purchase Agreement" shall mean the Bond Purchase
Agreement , dated as of February 1 , 1980 , between the Issuer ,
the Developer and the Purchaser.
"Bondholder" or "Holder" shall mean the then registered
owner of the Series A Bond.
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"Business Day" shall mean any Monday , Tuesday,
Wednesday , Thursday , or Friday on which commercial banking
institutions generally are open for business in the State.
"Completion Date" shall have the meaning set forth
in Article I of the Agreement.
"Construction Fund" shall mean the Construction Fund
created by Section 601 hereof .
"Cost" , when used with respect to the Project , and
"Project Costs" shall each mean the costs specified in Section
602 hereof .
"Developer" shall mean Refractory Products Co. , an
Illinois corporation , and its successors and assigns as permitted
under the Agreement .
"Escrow Agent" shall mean the escrow agent appointed
by Section 601 hereof , and any other corporation, association
or other entity appointed as its successor pursuant to the
provisions of this Ordinance.
"Event of Default" shall mean any of the events
enumerated in Section 701 hereof .
"I .R.C. Section" refers to sections on the Internal
Revenue Code of 1954 , as amended , and applicable Treasury
Regulations (including proposed Treasury Regulations which,
if adopted as proposed, would be applicable) thereunder .
"Mortgage" shall mean the Mortgage and Security
Agreement , dated as of February 1 , 1980 , and any amendments
or supplements thereto , executed by the Developer pursuant to
Section 3.8 of the Agreement.
"Note" shall mean the Developer ' s Series A Promissory
Note in the original principal amount of $850,000 , representing
its indebtedness under the Agreement.
"Ordinance" shall mean this Ordinance.
"Project" shall have the meaning set forth in Article
I of the Agreement.
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"Project Supervisor" shall have the meaning set forth
in Article I of the Agreement .
"Purchaser" shall mean The Life Insurance Company
of Virginia , a Virginia corporation.
"Registrar" shall mean the person designated to act
as Registrar pursuant to Section 208 hereof .
"Security Instruments" shall have the meaning set
forth in Article I of the Agreement .
"State" shall mean the State of Illinois .
Section Ia. Rule. Qf CQnstluction. The following
rules shall apply to the construction of this Ordinance unless
the context otherwise requires :
(a ) Singular words shall connote the plural
number as well as the singular and vice versa .
(b) Words importing the prepayment or calling
for prepayment of the Series A Bond shall not be deemed
to refer to or connote the payment of the Series A
Bond at its stated maturity.
(c) All references herein to particular Articles
or Sections are references to Articles or Sections
of this Ordinance .
(d) The headings herein are solely for
convenience or reference and shall not affect the
meaning , construction or effect of any Article or
Section of this Ordinance.
ARTICLE II
Authorization, Execution , Registration
and Delivery of the Series A Bond
Section Z,Q1. Findings oad 1?etermipation5 of the Issuer .
The Issuer hereby determines that the authorization , issuance
and sale of the Series A Bond and the financing of the Project
are consistent with and will promote the purposes of the Act ;
will promote the present and prospective health , happiness ,
safety, right of gainful employment and general welfare of the
citizens of the City of Elgin, Kane and Cook Counties , Illinois ;
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and will encourage the increase of industry and create or retain
employment opportunities in or near the City of Elgin, Kane
and Cook Counties , Illinois.
Section 2Q2• Authorization of Series A Bond. There
is hereby authorized to be issued under the Act an industrial
development revenue bond of the Issuer in a principal amount
of eight hundred fifty thousand dollars ($850 ,000) .
aection 222. Detail. of $l=ies A bond. The Series
A Bond authorized in Section 202 shall be designated the "City
of Elgin , Kane and Cook Counties , Illinois , Industrial
Development Revenue Bond , Series A of 1980 (Refractory Products
Co. Project ) " , shall be issued as a registered bond without
coupons in the denomination of the original principal amount
thereof as provided in the Bond Purchase Agreement , shall be
dated on the date of delivery to the original purchaser thereof ,
and shall be numbered R-1 .
From and after its date of issuance , the Bond shall
bear interest on the unpaid principal amount thereof at the
rate of eight and one-half per cent (8 1/2%) per annum , except
as hereinafter provided in Section 204 in the event of a
determination of taxability or in this Section during a period
of default. Principal and interest shall be paid on the first
day of each month commencing on the first day of May 1 , 1980
and continuing on the first day of each month thereafter in
324 consecutive monthly installments with the first 323
installments to be in the amount of $6 ,705.00 (except that the
first such installment shall be increased by the amount of
interest accruing but unpaid from and after the date of issuance
thereof to and including March 31 , 1980) , and the final
installment shall be in the amount of the then remaining unpaid
balance of principal and interest. In the event interest on
the Series A Bond shall be determined to be taxable as provided
in Section 204 hereof , interest on the Series A Bond shall be
the rate set forth in such section (except during a period of
default , in which case interest on the Series A Bond shall be
as hereinafter provided) and, if and to the extent provided
therein , the monthly installments of principal and interest
on the Series A Bond shall be increased.
Each such monthly installment shall be applied first
to interest and then to principal on the Series A Bond , except
that any amount received by the Holder as a result of the
exercise of its remedies under the Security Instruments shall
be applied as provided therein or , if no provision be made
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therefor , shall be applied ( 1 ) to the payment of costs , advances ,
expenses or fees (including attorneys ' fees) incurred by or
on behalf of the Holder in exercising its remedies under the
Security Instruments , (2 ) to the payment of the unpaid principal
amount of the Series A Bond (unless the Holder elects in writing
to apply such amounts first to accrued interest and then to
such principal ) and (3 ) to the payment of accrued interest on
the Series A Bond .
During any period of default hereunder or under the
Series A Bond or any of the Security Instruments , the entire
unpaid principal amount of the Series A Bond , at the option
of the Bondholder , shall bear interest at the rate of three
per cent (3%) per annum in excess of the rate that would then
be in effect hereunder if no such default had occurred , and
any such default interest determined as aforesaid shall be paid
to the Holder at the same time as , and in addition to the monthly
installments of principal and interest hereinabove provided
for .
Principal of , premium , if any, and interest on the
Series A Bond shall be payable in lawful money of the United
States of America , but only from the sources pledged to the
payment thereof as herein provided . Principal , premium , if
any , and interest shall be payable by good and sufficient check
or draft (subject to collection in full prior to any credit
therefor ) delivered to the registered owner of the Bond at its
address as it appears on the registration books kept by the
Registrar , or to such agent at such address as the Bondholder
may designate by notice in writing to the Issuer and the
Developer .
Section 2,04. Detezmindtlon Qf TaxatUity. (a)
If at any time the Holder shall determine that it is required
to treat all or any part of any payment of interest on the Series
A Bond or the Note as subject to any Federal tax imposed upon
or measured by income (except solely as the result of the Holder
being deemed a "substantial user" of the Project or a "related
person" , within the meaning of I .R.C. Section 103 (b) (8) which
exception shall not be applicable if the Holder is a "substantial
user" or a "related person" thereof as the result , primarily
or wholly , of a default by Developer under Section 6. 11 of the
Agreement) , the interest rate thereon shall , as to all payments
so deemed to be subject to such tax , irrespective of whether
such payments may have theretofore accrued or any amounts been
paid with respect thereto, be automatically increased to ten
and one-half per cent ( 10 1/2%) per annum. Any amount of
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interest past due by reason of such determination shall thereupon
become immediately due and payable as provided in the Agreement .
(b) Any determination by the Holder under subsection
(a) of this Section 204 shall be final and conclusive for all
purposes if (i ) the Internal Revenue Service shall include any
amount of interest on the Series A Bond or the Note in the
Holder ' s income in making an assessment upon or measured by
such income or (ii) the Holder shall not be furnished , within
thirty days after it shall request the same from the Issuer
and the Developer , with an opinion required by Section 505
hereof . Notwithstanding the immediately preceding sentence ,
if no Event of Default then exists , the Issuer or the Developer
may , by written notice delivered to Holder within 30 days after
being notified of a determination of taxability by the Holder ,
and provided the indemnification required in the immediately
succeeding sentence is delivered to the Holder simultaneously
with such written notice , pursue such remedies at the Developer ' s
expense as may then be available to them diligently and in good
faith in order to obtain an Internal Revenue Service ruling
or a judicial determination in a proceeding to which the Internal
Revenue Service is a party , to the effect that such interest
is exempt from such Federal tax . During any such period , or
any extension thereof , the Holder shall be indemnified in such
manner and to such extent as the Holder may from time to time
request against any cost , expense or loss which the Holder may
thereby incur . In the event the Holder is so indemnified and
the Issuer or the Developer pursues its administrative or
judicial remedies with due diligence , the Holder ' s determination
of taxability (including for purposes of Section 204(c) and
204(d) hereof ) shall not become effective for six months or
such further extended periods of time to which the Holder may
from time to time consent in writing (but no such extension
shall be valid for more than three months from the date thereof ) .
The Issuer covenants and agrees that it will not cause or permit
the Holder to be made a party to any such administrative or
judicial proceeding , and no Holder shall be under any obligation
to contest or appeal any assertion or decision that any interest
payable on the Bond or on the Note is subject to taxation.
(c) In the event of a determination of taxability
under subsection (a) of this Section 204 , but subject to Section
204(d) , the amount of each monthly installment shall be increased
so as to amortize fully the then unpaid principal amount of
the Series A Bond at the taxable interest rate specified in
subsection (a) over the remainder of the original 324 prinicpal
installments of the Series A Bond. Reference is hereby made
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to Section 6. 14 of the Agreement for the Developer ' s obligations
in such event .
(d) In the event of a determination of taxability
under subsection (a) of this Section 204, the Series A Bond
shall , at the option of the Holder , be immediately prepaid in
full .
(e) If there is more than one determination of
taxability under subsection (a) of this Section 204 , the
provisions of this Section 204 shall be fully applicable as
to each , whether or not any Holder shall have exercised any
or all of the rights or remedies that arose upon any prior date ,
and all of the Holder ' s rights or remedies hereunder shall be
cumulative except to the extent of any written waiver by the
Holder .
$ectipa 291,5. Form of the Series A Bone. The Series
A Bond shall be in the form hereinabove set forth , with such
appropriate variations , omissions and insertions as are permitted
or required by this Ordinance or the Act, and may have endorsed
thereon such legend or text as may be necessary or appropriate
to conform to any applicable rules and regulations of any
governmental authority or any usage or requirement of law with
respect thereto.
ection 2,aL. Execution Qf Documents and IDstruments .
(a) The execution , delivery, performance and binding effect
of the Agreement and the Bond Purchase Agreement and the
assignments to the Bondholder of the Note and of all of the
Issuer ' s rights under the Agreement (except its rights to
indemnification under Section 6.7 of the Agreement) are hereby
authorized . The Agreement and the Bond Purchase Agreement shall
be in substantially the forms submitted to this meeting, with
such changes , insertions or omissions as may be approved by
the officers of the Issuer executing the same , whose approval
thereof shall be conclusively evidenced by their execution of
such documents containing such changes , insertions or omissions .
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•
(b) The Mayor of the Issuer is hereby authorized
and directed to execute on behalf of the Issuer the Agreement ,
the Bond Purchase Agreement , the Series A Bond and the
assignments of the Note and of the Agreement to the Purchaser
of the Series A Bond as provided in the Bond Purchase Agreement ,
and the City Clerk of the Issuer is hereby authorized and
directed to affix thereto and attest the seal of the Issuer
thereon ; and each such officer is hereby authorized to execute
and deliver such additional instruments , agreements , documents
and certificates on behalf of the Issuer and to execute and
deliver all instruments , agreements , documents or certificates ,
and to do and perform all things and acts , as each such officer
shall deem necessary or appropriate in furtherance of the
issuance of the Series A Bond and the carrying out of the
transactions authorized by this Ordinance or contemplated by
the instruments referred to in this Ordinance ; and all of such
things and actions heretofore done or performed by the officers
of the Issuer are in all respects approved , ratified and
confirmed .
(c) In case any officer whose signature shall appear
on the Series A Bond , the Agreement , the Bond Purchase Agreement
or the assignments of the Note and of the Agreement or any
additional instruments , agreements , documents or certificates
delivered pursuant to this Ordinance shall cease to be such
officer before the delivery thereof , such signature shall
nevertheless be valid and sufficient for all purposes the same
as if he had remained in office until such delivery. The Bond
and such agreements , assignments , instruments , documents and
certificates may be signed by such persons as at the actual
time of the execution thereof shall be the proper officers to
sign the same although at the date thereof such persons may
not have been such officers .
Section 2II2. Deliyery of aeries A BQpd: AooliQation
pf Proceeds . The Mayor of the Issuer shall deliver the executed
Series A Bond to the Purchaser upon receipt of the purchase
price therefor as provided in the Bond Purchase Agreement .
The proceeds of the sale of the Bond shall be deposited in the
Construction Fund for disbursement pursuant to this Ordinance
and the Agreement .
Section 2Q„g. Reai4tratign gf SgZigs A pond: Pgrsons
IeaXtd d . Jwners . The Issuer shall make provision for the
transfer of the Series A Bond at the principal office of the
Issuer. The City Clerk of the Issuer shall act as Registrar
and shall maintain registration books for the registration and
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•
the registration of transfer of the Series A Bond . No security
or bond shall be required of the Registrar in the performance
of his duties . The transfer of the Series A Bond may be
registered only upon the books kept for the registration and
registration of transfer thereof upon the surrender thereof
to the Registrar together with an assignment duly executed by
the registered owner in person or by his duly authorized attorney
or legal representative , showing the address of the transferee
at which payments are thereafter to be made , and otherwise in
such form as shall be satisfactory to the Registrar. The
assignment shall be accompanied by an instrument in writing
executed by the transferor and the transferee of the Series
A Bond to the effect that the Security Instruments , and all
rights , interests and security of the transferor thereunder
and under the Note and Agreement have been duly assigned and
transfered to the transferee of the Series A Bond in a manner
satisfactory to said transferee . Upon any such transfer the
Issuer shall execute and deliver in exchange for such Series
A Bond a new registered Series A bond , without coupons ,
registered in the name of the transferee and shall execute and
deliver such additional documents or instruments as the Holder
shall request and submit for execution as necessary or
appropriate to legally and validly transfer and assign the Note
and Agreement and all payments due thereunder to the transferee
of the Series A Bond. Upon any such transfer the Registrar
shall notify the Developer of such transfer and of the
transferee ' s address at which payments are thereafter to be
made . The Registrar may make a charge for every such transfer
of the Series A Bond sufficient to reimburse him for any tax ,
fee or other governmental charge required to be paid with respect
to such transfer and the Issuer may require the payment of a
sum sufficient to reimburse it for any costs and expenses ,
including counsel fees , of the Issuer incurred in connection
with such transfer .
The Registrar shall not be required to make any such
registration , registration of transfer or exchange during the
five Business Days immediately preceding a principal or interest
payment date or , in the case of any proposed prepayment of the
Bond , after the same has been called for prepayment in whole
or in part . Prior to due presentment for registration of
transfer , the Issuer shall , and any other person may ,
conclusively treat the registered owner of the Series A Bond
as the person exclusively entitled to payment of principal ,
premium, if any, and interest thereon and the exercise of all
other rights and powers of the owner thereof .
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section 20. Mutilated SQst - Stolen pr Deslrpved
Series A Band. In the event the Series A Bond is mutilated ,
lost , stolen or destroyed , the Issuer may execute and deliver
to the Holder , a new Series A Bond of like maturity , interest
rate and principal amount bearing the same number as the
mutilated, destroyed , lost or stolen instrument , in exchange
and substitution for and upon cancellation of the mutilated
instrument , or in substitution for the instrument so destroyed ,
lost or stolen. In every such case of exchange or substitution ,
the applicant shall furnish (i ) such security or indemnity as
may be required by the Issuer to save it harmless from all risks ,
however remote , and (ii ) evidence to its satisfaction of the
mutilation , destruction , loss or theft of the applicant ' s Series
A Bond and of the ownership thereof . Upon such exchange or
substitution , the Issuer may require the payment of a sum
sufficient to cover any tax or other governmental charge that
may be imposed in relation thereto and any other expenses ,
including counsel fees , of the Issuer . In case the Series A
Bond has matured or is about to mature and shall become mutilated
or shall be destroyed , lost or stolen , the Issuer may , instead
of issuing an instrument in exchange or substitution therefor ,
pay or authorize the payment of the same (without surrender
thereof except in the case of a mutilated instrument) if the
applicant for such payment shall furnish such security or
indemnity as the Issuer may require to save the Issuer harmless
from all risks , however remote , and evidence to the satisfaction
of the Issuer of the mutilation , destruction , loss or theft
of such Series A Bond and of the ownership thereof .
Section 21.a. Cancellation and DisQogitiQn of Series
p Bond. When the Series A Bond shall have been paid (whether
at maturity, by acceleration or call for prepayment or otherwise)
and delivered to the Issuer by the Developer or the Holder for
cancellation, it shall not be reissued , and the Issuer shall
cremate , shred or otherwise dispose of the Series A Bond.
ARTICLE III
Pledge of Agreement , Note and Construction Fund
Section 3Q.1• pledge . In order to induce the Purchaser
to enter into the Bond Purchase Agreement andpurchasethe Series
A Bond and in order to secure (i ) the due and timely payment
of the principal of , premium, if any , and interest on the Series
A Bond and (ii ) the due performance and observance by the Issuer
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•
all terms , covenants , conditions and agreements contained herein
or in the Series A Bond, the Issuer does hereby pledge and assign
to the Holder from time to time of the Bond , the Note and all
of the Issuer ' s rights under the Agreement (except its rights
to indemnification under Section 6.7 thereof ) and the income
and revenues therefrom and in and to all moneys and investments
held or set aside in the Construction Fund, and does hereby
grant to the Holder from time to time of the Series A Bond a
security interest in all of the foregoing ; provided that this
pledge and assignment shall not be deemed to impose any
liabilities whatsoever on any Holder .
Section la2. payments to be Made Q1=gg.tly tg Solder .
The Issuer shall direct the Developer in writing to make all
payments under the Note directly to the Holder or its designated
agent for the account of the Issuer at the address shown on
the registration books kept by the Registrar or at such other
address as the Holder of the Bond may from time to time designate
to the Issuer , the Registrar and the Developer in writing.
So long as no Holder shall have accepted the Note after an Event
of Default in satisfaction of the Issuer ' s obligation on the
Series A Bond , all payments received by or for any Holder on
the Note shall be deemed received on behalf of the Issuer and
applied against the Issuer ' s obligation on the Series A Bond.
Section . FnfoLrPmens of Agreement and Note: Power
of Attorney. The Issuer acknowledges that strict compliance
by the Developer with the provisions of the Agreement and the
Note are required to preserve the value of the same as collateral
for the Series A Bond and that the use by the Holder of the
Note and the Agreement , including without limitation the
enforcement by the Holder of the provisions thereof , is necessary
for the purpose of preserving such collateral or its value.
The Issuer does hereby constitute and appoint the Holder as
its true and lawful attorney-in-fact , coupled with an interest ,
with full power to act for and in the name of the Issuer for
the purpose of enforcing any rights or remedies or taking any
other action permitted to be taken by the Issuer under the
Agreement and the Note, regardless of whether an Event of Default
hereunder has occurred . In addition , upon the occurrence of
an Event of Default hereunder , any Holder may exercise any other
remedies permitted hereunder or any of the Security Instruments
or otherwise permitted by law or in equity to protect or dispose
of the collateral pledged and assigned hereunder or thereunder
and to protect the rights of the Holder to payment of the Series
A Bond, including, without limitation , all rights and remedies
available under the Uniform Commercial Code of Illinois, as
then in effect.
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•
ARTICLE IV
Prepayment of Series A Bond
Section lal. prepayment Prohibited. Neither the
Series A Bond nor any installment thereof shall be prepaid by
the Issuer except as provided in this Article IV.
Section Au. Mandatory Prepayment. The Series A
Bond , including all unpaid principal , premium , if any , and
accrued interest thereon , shall immediately be due and payable
without notice (except as expressly provided ) , and shall be
prepaid by the Issuer , but only from the sources herein
specifically pledged for such purpose :
(a) When , but only to the extent that , the
Bondholder shall receive any amount by reason of the
exercise of its rights under any of the Security
Instruments and apply the same to the payment of the
Series A Bond ;
(b) In whole , upon the Developer becoming
obligated to prepay the Note under Section 8 .2 of
the Agreement ;
(c) In whole , at the option of the Holder , in
the event of the passage of any state, Federal ,
municipal or other law or regulation subsequent to
the date hereof , in any manner changing or modifying
the laws now in force governing the taxation of
mortgages , deeds of trust , municipal bonds , notes ,
or debts secured by mortgages or deeds of trust or
the manner of collecting such taxation ; provided that ,
notwithstanding the foregoing provisions of this
paragraph (c) , if the Developer ( i ) immediately after
receiving knowledge of either the passage of any of
such laws or regulations or any amendments thereof
or the rendering of any court decision affecting any
of such laws or regulations , delivers to the Holder
an unconditional written undertaking to pay in a timely
manner (as hereinafter defined) all amounts (as
hereinafter defined) thereafter accruing or becoming
due as a result of such passage or rendering and (ii )
pays in a timely manner all amounts due by the Holder
as result of each of such laws or regulations ; then
the option granted the Holder in this paragraph (c)
shall cease to be effective for so long as the
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IL
•
Developer in fact pays all such amounts in a timely
manner. Notwithstanding the fact that the Developer
has in previous instances exercised the right of
election specified herein one or more times and has
in fact paid in a timely manner amounts due under
one or more of such laws or regulations , the above
right of election by the Developer to pay such amounts
will apply independently to each and every one of
such laws and regulations , and the failure by the
Developer to elect to pay and in fact pay in a timely
manner such amounts with respect to each one of such
laws or regulations will automatically have the effects
of (A) extinguishing all prior exercised rights of
elections of the Developer pursuant to this paragraph
(c) and the right thereafter of the Developer to make
such elections and (B) fully restoring the option
of the Holder to declare the entire unpaid principal ,
premium , if any , and accrued interest on the Series
A Bond to be immediately due and payable. The word
"amounts " as used in this paragraph (c) only is hereby
defined to mean any monies due from time to time
pursuant to or as a result of any such law or
regulation but only to the extent that the calculation
of such monies pertains to the loan evidenced by the
Series A Bond or the Note or secured hereby or by
any of the Security Instruments or the manner of
collecting such monies . The words "timely manner"
as used in this paragraph (c) only are hereby defined
to mean payment in full of all amounts prior to the
date when such amounts would be delinquent or would
be subject to additional charges for late payment ,
time being of the essence hereof ;
(d ) In whole at the option of the Holder , in
the event of a determination of taxability, all as
provided in Section 204(d) ;
(e) In whole on March 1 , 1995 , at the option
of the Holder to be exercised by written notice to
the Developer and the Issuer on or before December
1 , 1994 ;
(f ) In whole , at the option of the Holder , if
an Event of Default shall occur and be continuing.
If , after the Bond shall become subject to mandatory
prepayment pursuant to this subsection (f ) , a tender
of payment of the amount required to be so prepaid
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•
shall be made by the Issuer or the Developer or by
anyone on behalf of either of them prior to foreclosure
sale (including sale under power of sale) under the
Security Instruments , such tender shall constitute
an evasion of the prepayment privilege contained in
Section 403 and shall be deemed an optional prepayment
thereunder ; and such payment , to the extent permitted
by law , shall therefore include the premium required
by Section 403 hereof or , if at that time there be
no privilege of optional prepayment , a premium of
seven per cent (7%) of the then unpaid principal amount
of the Series A Bond.
Section QotjQn. Prelayment Qf StrieS A @Qnd•
The Series A Bond is subject to optional prepayment by the Issuer
at the direction of the Developer pursuant to the provisions
of this Section 403.
(a ) Except as provided in paragraph (b) of this
Section , the Series A Bond shall not be subject to optional
prepayment pursuant to this Section 403 on or before March 1 ,
1990. Thereafter , the Series A Bond may be prepaid in whole
(but not in part) by the Issuer upon the direction of the
Developer on any principal and interest payment date upon payment
of the following amounts , expressed as a percentage of the
outstanding principal amount of the Series A Bond , plus accrued
interest to the prepayment date :
105. 0% if prepaid April 1 , 1990 to
March 31 , 1991 , inclusive ;
104. 5% if prepaid April 1 , 1991 to
March 31 , 1992 , inclusive ;
104. 0% if prepaid April 1 , 1992 to
March 31 , 1993 , inclusive ;
103 .5% if prepaid April 1 , 1993 to
March 31 , 1994, inclusive ;
103 . 0% if prepaid April 1 , 1994 to
March 31 , 1995 , inclusive ;
102.5% if prepaid April 1 , 1995 to
March 31 , 1996 , inclusive ;
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102.0% if prepaid April 1 , 1996 to
March 31 , 1997 , inclusive ;
101 .5% if prepaid April 31 , 1997 to
March 31 , 1998 , inclusive;
101 .0% if prepaid on April 1 , 1998
or thereafter .
(b) The Series A Bond shall be subject to optional
prepayment solely in the discretion of the Developer and upon
notice as required in Section 404 , in part on the first day
of any month occurring on and after April 1 , 1980 at a price
equal to 100% of the principal amount thereof to be prepaid ,
plus accrued and unpaid interest thereon to the date fixed for
prepayment , without premium ; provided that the aggregate amount
of all such prepayments during any calendar year shall not exceed
$85,000 and the privilege of making a partial prepayment without
premium pursuant to this paragraph (b) shall not be available
during any calendar year in which the Series A Bond shall be
prepaid in full .
$ectiorl ADA. Notice of QPLiQnal PZeoavment. The
Developer shall on behalf of the Issuer cause written notice
of any optional prepayment specifying the date on which
prepayment is to be made to be delivered by registered or
certified mail not less than 30 nor more than 60 days prior
to the prepayment date to the Holder at its address as it appears
on the registration books kept by the Registrar . Except with
the written consent of the Holder , any notice so given and the
option thereby exercised shall be irrevocable. Prior to giving
notice of any optional prepayment hereunder the Developer shall
notify the Issuer of its intention to do so and shall deliver
to the Issuer evidence satisfactory to the Issuer that the funds
required to make such prepayment are , or will be , available
therefor on the prepayment date.
$ectior, 4Q,5. PattiL Eraoavment. In the event of
a partial prepayment of principal of the Series A Bond permitted
or required hereby, such payment shall be applied to the payment
of the unpaid principal amount of the Series A Bond in inverse
order of maturity and the amount of the installment payments
of principal and interest due on the first day of each month
thereafter shall not be reduced by reason of such partial
prepayment .
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•
ARTICLE V
General Covenants and Provisions
Section ial. payment of Seriel 9 gopd: Discharae,
Qf Lien. The Issuer shall promptly pay when due the principal
of (whether upon normal principal installment payment dates ,
at maturity , by acceleration or call for prepayment or
otherwise) , premium , if any, and interest on the Series A Bond
at the places , on the dates and in the manner provided herein
and in the Series A Bond, according to the true intent and
meaning hereof and thereof ; provided , however , that such
obligations are not general obligations of the Issuer but are
limited obligations payable by the Issuer solely from the sources
specified herein. Neither the Series A Bond nor interest thereon
shall be deemed to constitute an indebtedness of the Issuer
or a loan of credit thereof within the meaning of any
constitutional or statutory limitation and do not constitute
nor give rise to a pecuniary liability of the Issuer or a charge
against the general credit or taxing powers of the Issuer , or
a debt or a pledge of the faith and credit of the State or any
political subdivision thereof , including the Issuer. Neither
the State nor any political subdivision thereof , including the
Issuer , shall be obligated to pay the principal of , premium ,
if any, or interest on the Series A Bond or other costs incident
thereto except from the revenues and receipts pledged therefor
and neither the faith and credit nor the taxing power of the
State or any political subdivision thereof , including the Issuer ,
is pledged to the payment of the principal of , premium, if any ,
or the interest on the Series A Bond or other costs incident
thereto.
The Series A Bond shall be deemed to be paid within
the meaning of this Section and Section 210 and shall no longer
be outstanding under this Ordinance when payment of the principal
of , and the applicable redemption premium , if any, on such Series
A Bond, plus interest thereon to the due date thereof (whether
such due date be by reason of maturity or upon redemption or
upon acceleration as provided in this Ordinance , or otherwise) ,
plus any and all other costs , expenses , fees and charges payable
to the Holder pursuant to the provisions of the Series A Bond
or this Ordinance , shall have been made or caused to be made
in accordance with the terms thereof . Upon payment of the Series
A Bond as herein provided and if the Issuer shall have kept ,
performed and observed all and singular the covenants and
promises in the Series A Bond and in this Ordinance expressed
to be kept, performed and observed by it or on its part, then
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•
these presents and the lien and security interests granted hereby
shall cease, determine and be void, otherwise this Ordinance
and the lien and security interests granted hereby shall remain
in full force and effect and be enforceable by the Holder for
the benefit and security of the Series A Bond.
Section CoveDants, _ilote5entations and Warranties
Qf the Issuer . The Issuer shall faithfully observe and perform
all terms , covenants , conditions and agreements on its part
contained herein, in the Series A Bond, the Agreement and the
Bond Purchase Agreement and in all its proceedings pertaining
thereto; provided , however , that the liability of the Issuer
under any such term , covenant , condition or agreement for any
breach or default by the Issuer thereof or thereunder shall
not give rise to any general pecuniary liability of the Issuer
and shall be limited solely to the revenues derived from the
financing of the Project. The Issuer represents and warrants
that :
(a) under the Constitution and laws of the State ,
the Issuer has been duly created and validly exists
as a political subdivision of the State with such
powers as are set forth in the Act , with good right
and lawful authority , among other things , to issue
the Series A Bond pursuant to this Ordinance and lend
the proceeds thereof to the Developer to finance the
acquisition, construction and equipping of the Project
as provided in the Agreement , and to perform its
obligations under the terms and conditions hereof
and of the Series A Bond , the Agreement and the Bond
Purchase Agreement ;
(b) the adoption of this Ordinance and the
execution and delivery of the Series A Bond , the
Agreement , the Bond Purchase Agreement and all other
documents or instruments to be executed or delivered
by the Issuer pursuant to this Ordinance do not , and
the performance by the Issuer of its obligations
hereunder and thereunder will not , violate any
provision of law , regulation , order , decree , writ
or injunction of any court , public board or body or
of any agreement , indenture , note or other instrument
which is binding upon the Issuer or its properties ,
and will not require the consent of any person or
entity whatsoever , including , without limitation ,
any other governmental authority;
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(c) there is no action, suit , proceeding, inquiry
or investigation , at law or in equity , pending before
any court, public board or body, or threatened , nor
is there any basis therefor , which in any way questions
the validity of the Act or the powers of the Issuer
in connection with the authorization and issuance .
of the Series A Bond , or wherein an unfavorable
decision, ruling or finding would in any way adversely
affect the validity and enforceability of this
Ordinance, the Series A Bond , the Agreement , the Bond
Purchase Agreement or any other document or instrument
to be executed or delivered by the Issuer pursuant
to this Ordinance ; and
(d) upon the issuance and delivery of the Series
A Bond as provided herein , all conditions , acts and
things required by the Constitution or statutes of
the State , including the Act , to exist , to have
happened or to have been performed precedent to or
in the issuance of the Series A Bond will exist , have
happened and have been performed.
Section la/. Inspection _of Project Books . All books
and documents in the possession of the Issuer relating to the
Project and the revenues derived from the Project shall at all
times be open during regular business hours to inspection by
such representatives of the Holder as the Holder may from time
to time designate .
Section III. prohibited Activities . The Issuer
covenants that it has not engaged and shall not engage in any
activities and that it has not taken and shall not take any
action which might result in any interest on the Series A Bond
becoming taxable to any Holder thereof under the Federal income
tax laws .
$ectiop ljal. Tax minions . On the Closing Date under
the Bond Purchase Agreement and at such other times as the Holder
may request , the Issuer will furnish the Holder with an opinion
in form and substance satisfactory to the Holder in all respects
of a firm of attorneys , nationally recognized on the subject
of municipal bonds and satisfactory to the Holder in all
respects , to the effect that payments received by the registered
owner of the Series A Bond applied as interest on the Bond
pursuant to this Ordinance are exempt from all Federal income
taxes , except solely by reason of the Holder being a "substantial
user" of the Project or a "related person" within the meaning
of I.R.C. Section 103(b) (8) .
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ARTICLE VI
Construction Fund
$ectiori CreatiQn 0f Construction Fund. There
is hereby created by the Issuer for the benefit of the Developer
but subject to the provisions hereof , and ordered established
with the Great Lakes Mortgage Corporation, an Illinois
corporation having its principal address at 111 West Jackson
Boulevard. , Chicago, Illinois 60604, as Escrow Agent , an escrow
fund to be designated "City of Elgin, Refractory Products Co.
Project Construction Fund" (the "Construction Fund" ) .
,ectiQD 012• ADD1icatiQn Qf Proceeds of SAlg Qf the
aeries A Bonci. The proceeds of sale of the Bond shall be paid
into the Construction Fund and disbursed by the Escrow Agent
upon the Completion Date in the manner hereinafter provided
solely for the payment of (or if paid by the Issuer or the
Developer , reimbursement of ) a portion of the following Project
Costs , as defined in the Act , which were incurred after January 23 ,
1979 , the date on which the Issuer adopted its resolution
inducing the Developer to acquire, construct and equip the
Project :
Cost of Construction $956, 364.50
Cost of Landscaping 8 ,666.20
Total S965,030.70
Disbursement shall be made upon receipt by the Escrow Agent
of a written request from the Developer executed by an Authorized
Developer Representative certifying with respect to such
disbursement (i) that each item for which the disbursement is
proposed to be made is or was necessary in connection with the
acquisition , construction or equipping of the Project , (ii )
that the payment of each item for which disbursement is proposed
will not result in less than "substantially all" of the proceeds
of the Bond expended or to be expended pursuant to such
disbursement and all prior disbursements being considered as
having been used for the acquisition, construction and equipping
of land or property of a character subject to the allowance
for depreciation within the meaning of I .R.C. Section 103(b) (6) ,
(iii) that the Developer has received appropriate releases and
waivers of mechanics ' or other liens as applicable , from each
payee under such written order and each other person who would
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have a right to file such a lien, and (iv) that to the best
of such person 's knowledge no portion of the sum disbursed was
or will be used, directly or indirectly, for the purchase of
any type of security or stock. The disbursement from the
Construction Fund shall also be subject to approval by or on
behalf of the Holder.
aestion Investment of Monevs Jn Construction
Luad. Any moneys held in the Construction Fund shall not be
invested by the Escrow Agent .
Section LQ.4. Resopngibilities of Escrow Anent. The
Escrow Agent shall be under no responsibility or duty with
respect to the issuance of the Series A Bond or the application
of the proceeds thereof except to the extent such proceeds are
actually received by it , and then only to the extent herein
expressly provided. The Escrow Agent shall be protected in
acting upon any notice , resolution, request , consent , order ,
certificate , opinion or other paper or document believed by
it to be genuine and to have been signed or presented by the
proper party or parties . Any request, order , notice or other
direction required or permitted to be furnished to the Escrow
Agent pursuant to any provision hereof by or on behalf of the
Issuer shall be sufficiently executed if executed by an
Authorized Issuer Representative , or , if by or on behalf of
the Developer , by an Authorized Developer Representative.
The Escrow Agent shall not be liable in any manner
to make any investment of any moneys in the Construction Fund ,
and shall be liable in connection with the performance of its
other duties hereunder only for its gross negligence or willful
misconduct .
The Escrow Agent may be or become the owner of the
Series A Bond as fully and with the same rights it would have
if it were not Escrow Agent.
This Section 605 shall be governed by the Correspondent
Agreement between the Purchaser and the Escrow Agent for all
matters arising between Purchaser and Escrow Agent , but for
all other purposes this Section shall remain in full force and
effect.
Section iu. ComoensatiQn and Exoenes. The Escrow
Agent shall be entitled to reasonable compensation for all
services rendered by it hereunder and to reimbursement for its
expenses , charges , legal fees and other disbursements , and those
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of its attorneys , agents and employees , incurred in the
performance of its duties hereunder from payments received by
the Issuer under Section 6.7 of the Loan Agreement .
5ectlon Aak. RemoYal pf ElgLoli AO QL: Appointment
!IL Successor. The Escrow Agent may be removed without cause
at any time by written notice of the Holder , a copy of which
shall be sent to the Issuer and the Developer. Upon the removal
of the Escrow Agent , a successor may be appointed by the Holder
on behalf of the Issuer , which successor shall immediately and
without further act become fully vested with all moneys ,
properties , rights , powers and duties of its predecessor and
be deemed the Escrow Agent with like effect as if named herein
as such , and the removed Escrow Agent shall forthwith pay over ,
assign and deliver to such successor Escrow Agent all moneys
and investments constituting the Construction Fund .
ARTICLE VII
Default Provisions and Remedies of Bondholder
,Section au. Events of Default . The occurrence of
any of the following events shall be an "Event of Default" under
this Ordinance: 1
(a) Default in the due and punctual payment
of any interest on the Series A Bond ; 1
(b) Default in the due and punctual payment
of the principal of and premium, if any, on the Series
A Bond (whether on normal principal installment dates ,
at maturity , by acceleration or call for prepayment
or otherwise) ;
(c) Default in the observance or performance
of any other term, covenant , condition or agreement
on the part of the Issuer under this Ordinance or
in the Series A Bond ;
(d) An "Event of Default" under the Agreement
as provided in Section 9. 1 thereof ; or
(e) Default in making any payment of monies
when due or in the observance or performance of any
other term, covenant , condition or agreement on the
part of the Developer under any of the Security
Instruments.
-31-
SP�Qf 2Q2. Remedies: Rights of Bolder . Upon the
occurrence of an Event of Default the Holder may declare the
entire principal of the Series A Bond then outstanding and the
interest accrued thereon immediately due and payable , and such
principal and interest shall thereupon become and be immediately
due and payable and the Holder , whether or not the principal
and interest on the Series A Bond shall have been declared due
and payable may proceed to protect and enforce its rights by
mandamus or other suit , action or proceeding at law or in equity ,
including an action for specific performance of any agreement
herein contained . No remedy conferred by this Ordinance upon
or reserved to the Holder is intended to be exclusive of any
other remedy , but each such remedy shall be cumulative and shall
be in addition to any other remedy given to the Holder hereunder
or under any of the Security Instruments , or now or hereafter
existing at law or in equity or by statute.
No delay or omission to exercise any right or power
accruing upon any default or Event of Default shall impair any
such right or power or shall be construed to be a waiver of
any such default or Event of Default or acquiescence therein,
and every such right and power may be exercised from time to
time and as often as may be deemed expedient.
No waiver of any Event of Default hereunder by the
Holder shall extend to or affect any subsequent Event of Default
or impair any rights or remedies consequent thereon.
$ectiori 2a2. yntopditiQDal Bight to Recgi1e Principal ,.
premium and Interest. Nothing in this Ordinance shall affect
or impair the right of the Holder to enforce , by action at law ,
payment of the principal of , premium, if any, and interest on
the Bond as the same shall become due and payable , or upon the
date fixed for prepayment or (subject to the provisions of
Section 402) upon the same being declared due prior to final
maturity, as herein provided, or the obligation of the Issuer
to pay the principal of , premium, if any, or interest on the
Bond to the Holder thereof at the time , place, from the source
and in the manner expressed herein and therein.
$ectIg , ZQ. Termination of Proceedings . In case
any Holder shall have proceeded to enforce any right under this
Ordinance or the Bond , and such proceedings shall have been
discontinued or abandoned for any reason, or shall have been
determined adversely to the Holder , then and in every such case
the Issuer , the Developer and the Holder shall be restored to
-32-
their former positions and rights hereunder , and all rights ,
remedies and powers of the Holder shall continue as if no such
proceedings had been taken.
•
Section Da. Waivgrg Qf Eyepts Qf Default. The Holder
may in writing in its discretion waive any Event of Default
hereunder and its consequences and rescind any declaration of
maturity of principal of , premium, if any , and interest on the
Bond.
ARTICLE VIII
Amendments to Ordinance and Agreement
The Issuer shall not amend , rescind , repeal , change
or modify this Ordinance or consent to any amendment , change
or modification of the Agreement without the prior written
consent of the Holder and the Developer.
ARTICLE IX
Miscellaneous
Section Limitation Qf Riahts . With the exception
of rights herein expressly conferred , nothing expressed or
mentioned in or to be implied from this Ordinance or the Bond
is intended or shall be construed to give to any person other
than the Developer and the Holder any legal or equitable right ,
remedy or claim under or in respect to this Ordinance or any
covenants , conditions and agreements herein contained ; this
Ordinance and all of the covenants , conditions and agreements
hereof being intended to be and being for the sole and exclusive
benefit of the Developer and the Holder ; but nothing herein
contained shall be construed to limit the rights of the Purchaser
under the Bond Purchase Agreement .
Section 2Q2. Limitation of individual Liability.
No covenant , agreement or obligation contained herein shall
be deemed to be a covenant, agreement or obligation of any
Present or future member , director , officer, employee or agent
of the Issuer in his individual capacity, and neither shall
the members be liable personally on the Bond or be subject to
any personal liability or accountability by reason of the
issuance thereof . No member , director , officer , employee or
agent of the Issuer shall incur any personal liability with
respect to any other action taken by him pursuant to this
Ordinance or the Act , provided such member , director , officer,
-33-
employee or agent acted in good faith.
section 222. Notices. Unless otherwise provided
herein, all demands , notices , approvals , consents , requests
and other communications hereunder shall be in writing and shall
be deemed to have been given when delivered by first class
registered or certified mail , return receipt requested , postage
prepaid , addressed:
(a) if to the Developer , to the address of the
Property described in the Mortgage and Security
Agreement which is one of the Security Instruments ,
to the attention of the owner of such Property the
address of the Property being 770 Tollgate Road , Elgin,
Illinois ;
(b) if to the Issuer , at the City of Elgin ,
Elgin, Illinois 60120 , Attention: City Clerk;
(c ) if to the Holder of the Bond , to the
registered owner thereof as shown on the registration
books maintained by the Registrar pursuant to this
Ordinance ; and
(d) if to the Purchaser as the Holder of the
Bond or otherwise at P.O. Box 27424, Richmond ,
Virginia , 23261 , or at such other address as it may
designate by written notice , one such copy addressed
to the attention of "Mortgage Division" and the other
addressed to the attention of "Law Department" in
addition to any other address for the giving of notice
to the Purchaser , as Holder hereunder.
A duplicate copy of each demand , notice, approval , consent ,
request or other communication, made or given hereunder shall
also be delivered to each of the others .
,Section 2Q4. seveZaDility. If any clause, provision
or section of this Ordinance be held illegal or invalid by any
court , the illegality or invalidity of such clause, provision
or section shall not affect any of the remaining clauses ,
provisions or sections hereof , and this Ordinance shall be
construed and enforced as if such illegal or invalid clause ,
provision or section had not been contained herein. In case
any agreement or obligation contained in this Ordinance be held
to be in violation of law, then such agreement or obligation
shall be deemed to be the agreement or obligation of the Issuer
-34-
to the full extent permitted by law.
Section 221. Scolicablt Law. This Ordinance shall
be governed by the applicable laws of the State of Illinois .
Section 221. Reaea1 of Inconslitent,ProceedSn,a.s .
That all ordinances , resolutions and other proceedings of the
City Council of the City in conflict herewith are , to the extent
of such conflict, hereby repealed.
ap tior 221. Effective Date. That this Ordinance
shall be in full force and effect from and after its passage
and approval as provided by law.
s/ Steve West
Mayor Pro Tem
Presented: March 19, 1980
Passed: March 19 , 1980
Vote: Yeas 6 Nays 0
Recorded:
Published :
Attest:
s/ Marie Yearman
City Clerk
-35-
UNITED STATES OF AMERICA
STATE OF ILLINOIS
COUNTIES OF KANE AND COOK
CITY OF ELGIN
Industrial Development Revenue Bond, Series A of 1980
(Refractory Products Co. Project )
The City of Elgin, Kane and Cook Counties, Illinois,
a political subdivision of the State of Illinois and a home
rule unit pursuant to Section 6 (a) of Article VII of the
Constitution of the State of Illinois (the "Issuer" ) , for value
received, hereby promises to pay, solely from the source and
as hereinafter provided, to THE LIFE INSURANCE COMPANY OF
VIRGINIA, or registered assigns, by good and sufficient check
or draft (subject to collection in full prior to any credit
therefor) delivered to the registered owner hereof at his address
as it appears on the registration books kept by the City Clerk
of the Issuer, as Registrar, or at such other address as the
holder hereof may from time to time designate to the Issuer,
the Registrar and the Developer in writing, the principal sum
of
EIGHT HUNDRED AND FIFTY THOUSAND DOLLARS ($850, 000)
together with interest from the date hereof on the principal
balance from time to time unpaid hereon at the rate of eight
and one-half per cent (8-1/2%) per annum, except as hereinafter
provided in the Ordinance in the event of a determination of
taxability or during a period of default. Principal and interest
on the Series A Bond shall be paid on the first day of each
month, commencing on the first day of May, 1980 and continuing
on the first day of each month thereafter in 324 consecutive
monthly installments with the first 323 installments to be in
the amount of $6, 705. 00 and the final installment to be in the
amount of the then remaining unpaid balance of principal and
interest hereon; provided, however, that the first such
installment shall be increased by the amount of interest accruing
but unpaid from and after the date of delivery thereof to and
including March 31 , 1980.
No notation is required to be made hereon as to the
payment of any principal or interest. HENCE THE FACE AMOUNT
OF THIS BOND MAY EXCEED THE PRINCIPAL SUM REMAINING OUTSTANDING 71
AND DUE HEREUNDER.
This Bond constitutes the entire issue of the $850, 000
City of Elgin, Kane and Cook Counties , Illinois Industrial
Development Revenue Bond, Series A of 1980 (Refractory Products
Co. Project) (the "Series A Bond" ) , authorized and issued under
an Ordinance adopted by the Issuer on March 19, 1980, (the
"Ordinance" ) , pursuant to and in full compliance with the
Constitution and laws of the State of Illinois, particularly
Ordinance No. S2-78 entitled "City of Elgin Economic Development
and Pollution Control Revenue Bond Enabling Ordinance" (the
"Act" ) , for the purpose of funding a loan by Issuer to Refractory
Products Co. , an Illinois corporation (the "Developer" ) , for
the purpose of paying the costs of acquiring, constructing and
equipping an Economic Development Project (as defined in the
Act) consisting of real estate, buildings, equipment, machinery
and other facilities in connection therewith for use by the
Developer as manufacturing, warehousing and office facilities
( the "Project" ) in the City of Elgin, Kane and Cook Counties,
Illinois, and the payment of necessary costs incidental thereto,
so as to further the purposes and policies of the Act by creating
or retaining employment opportunities in the City of Elgin,
Kane and Cook Counties, Illinois. The terms and conditions
of the acquisition, construction and equipping by Developer
of the Project, the loan of the proceeds of the Series A Bond
to Developer for such purposes, and the repayment of said loan
are contained in a certain Loan Agreement, dated as of February
1 , 1980 (the "Agreement" ) , between the Issuer and the Developer.
The Agreement and the Developer ' s Series A Promissory Note,
of even date herewith, in the original principal amount of
$850, 000 (the "Note" ) , and the proceeds thereof, evidencing
its indebtedness under the Agreement, and all amounts payable
thereunder (except certain rights of the Issuer with respect
to indemnification under Section 6. 7 thereof) , will be assigned
to the Bondholder to secure payment of this Series A Bond.
Reference is hereby made to the Ordinance and the Agreement
and to all supplements thereto for the provisions, among others,
with respect to the rights, duties and obligations of the Issuer
and the Developer, the terms upon which the Series A Bond and
the Note are issued, the rights of the holder of the Series
A Bond and provisions for defeasance of such rights.
If at any time the holder of this Series A Bond shall
determine, subject to the provisions of the Ordinance, that
it is required to treat all or any part of any payment of
interest on this Series A Bond as subject to any Federal tax
-2-
e •
imposed upon or measured by income (except solely as the result
of the holder being deemed a "substantial user" of the Project
or a "related person" , within the meaning of Section 103 (b) (8 )
of the Internal Revenue Code, which exception shall not be
applicable if the holder is a "substantial user" or "related
person" thereof as the result, primarily or wholly, of a default
by the Developer under Section 6. 11 of the Agreement) , the
interest rate on this Series A Bond shall, as to all payments
so deemed to be subject to such tax, irrespective of whether
such payments may have theretofore accrued or any amounts paid
with respect thereto, be automatically increased to ten and
one-half per cent (10-1/2%) per annum and any amount of interest
past due by reason of such determination shall thereupon become
immediately due and payable as provided in the Agreement. In
such event the monthly installments of principal and interest
payable hereunder shall be increased so as to amortize fully
the then outstanding principal amount of this Series A Bond
at such taxable interest rate over the remainder of the original
324 principal installments hereof as provided in Section 204 (c )
of the Ordinance. This Series A Bond may also be called in
full by the holder hereof in the event of such determination
of taxability pursuant to the Ordinance.
To secure payment of this Series A Bond the Developer
has executed and delivered to The Life Insurance Company of
Virginia, as mortgagee, a Mortgage and Security Agreement and
an Assignment of Rents and Other Income, with respect to the
Project, any leases thereof and the income derived therefrom,
and has agreed to execute and deliver such financing statements
and other documents as may be required by the holder of this
Series A Bond from time to time to secure the payment hereof
(the "Security Instruments" ) .
During any period of default hereunder or under the
Ordinance or any of the Security Instruments, the entire unpaid
principal amount of this Series A Bond, at the option of the
holder of this Series A Bond, shall bear interest at the rate
of three per cent (3%) per annum in excess of the rate that
would then be in effect hereunder if no such default had
occurred.
This Series A Bond may not be called for prepayment
by the Issuer except as provided her.ain and in the Ordinance.
Upon the occurrence of certain events ( including a determination
of taxability, as aforesaid) specified in the Ordinance, this
Series A Bond is subject to required prepayment in full, or
in part in inverse order of principal maturity, upon payment
-3-
•
of the principal amount thereof so to be prepaid plus accrued
interest thereon to the prepayment date and such other amounts ,
if any, as may be required by the Ordinance.
Notwithstanding the provisions of the immediately
preceding paragraph, the holder of this Series A Bond is hereby
granted the option of accelerating on March 1, 1995 the entire
unpaid principal balance hereof, together with accrued interest
thereon, by mailing written notice of such acceleration to the
Issuer and the Developer on or before December 1 , 1994.
Following such mailing, the unpaid principal balance hereof,
together with all accrued interest thereon, shall become due
and payable on and shall be paid on March 1, 1995.
This Series A Bond is not prepayable at the option
of the Issuer on or before March 1, 1990, except as provided
in the Ordinance. Thereafter, upon such notice as is required
by the Ordinance, this Series A Bond may be prepaid in whole
(but not in part) , at the option of the Issuer to be exercised
upon the direction of the Developer, on any principal and
interest payment date upon payment of the following amounts ,
expressed as a percentage of the outstanding principal amount
of this Series A Bond, plus accrued interest to the prepayment
date :
105. 0% if prepaid April 1 , 1990 to
March 31, 1991 , inclusive;
104. 5% if prepaid April 1 , 1991 to
March 31, 1992, inclusive;
104. 0% if prepaid April 1 , 1992 to
March 31, 1993, inclusive;
103. 5% if prepaid April 1 , 1993 to
March 31, 1994, inclusive;
103. 0% if prepaid April 1 , 1994 to
March 31, 1995, inclusive;
102. 5% if prepaid April 1 , 1995 to
March 31, 1996, inclusive;
102. 0% if prepaid April 1 , 1996 to
March 31, 1997, inclusive;
-4-
•
101 . 5% if prepaid April 1, 1997 to
March 31, 1998, inclusive;
101 . 0% if prepaid on April 1 , 1998
or thereafter.
This Series A Bond is also subject to optional
prepayment solely in the discretion of the Developer and upon
such notice as is required by the Ordinance in part on the first
day of any month occurring on and after April 1 , 1980 at a price
equal to 100% of the principal amount thereof to be prepaid,
plus accrued and unpaid interest thereon to the date fixed for
prepayment, without premium; provided that the aggregate amount
of all such prepayments during any calendar year shall not exceed
$85, 000 and this privilege of making a partial prepayment without
premium shall not be available during any calendar year in which
this Series A Bond shall be prepaid in full.
In the event of a partial prepayment of principal
of the Series A Bond permitted or required hereby, such payment
shall be applied to the payment of the unpaid principal amount
of the Series A Bond in inverse order of maturity and the amount
of each of the installment payments of principal and interest
due on the first day of each month thereafter shall not be
reduced by reason of such partial prepayment.
This Series A Bond, the premium, if any, and the
interest hereon are limited obligations of the Issuer payable
by the Issuer solely from the revenues derived by the Issuer
from the financing of the Project, which revenues have been
pledged and assigned to the holder of this Series A Bond to
secure payment thereof. This Series A Bond, the premium, if
any, and the interest hereon shall not be deemed to constitute
an indebtedness of the Issuer or a loan of credit thereof within
the meaning of any constitutional or statutory limitation and
shall not constitute nor give rise to a pecuniary liability
of the Issuer or a charge against the general credit or taxing
powers of the Issuer, or a debt or a pledge of the faith and
credit of the State of Illinois or any political subdivision
thereof, including the Issuer. NEITHER THE STATE OF ILLINOIS
NOR ANY POLITICAL SUBDIVISION THEREOF, INCLUDING THE ISSUER,
SHALL BE OBLIGATED TO PAY THE PRINCIPAL OF AND INTEREST ON THIS
SERIES A BOND OR OTHER COSTS INCIDENT THERETO EXCEPT FROM THE
REVENUES, RECEIPTS AND PAYMENTS PLEDGED THEREFOR, AND NEITHER
THE FAITH AND CREDIT NOR THE TAXING POWER OF THE STATE OF
ILLINOIS OR ANY POLITICAL SUBDIVISION THEREOF, INCLUDING THE
ISSUER, IS PLEDGED TO THE PAYMENT OF THE PRINCIPAL OF, PREMIUM,
-5-
IF ANY, OR INTEREST ON THIS SERIES A BOND OR OTHER COSTS INCIDENT
THERETO.
The registered owner of this Series A Bond shall be
entitled to enforce the provisions of the Ordinance and to
institute action to enforce the terms, covenants and conditions
thereof and to take any action with respect to any Event of
Default under the Ordinance and to institute, appear in or defend
any suit or other proceeding with respect thereto, and to take
such other action as provided in the Ordinance or as may
otherwise be permitted by law or in equity. In certain events,
on the conditions, in the manner and with the effect set forth
in the Ordinance, the principal of this Series A Bond may become
or may be declared due and payable before its stated maturity,
together with accrued interest thereon. Modifications or
alterations of the Ordinance and the Agreement, or of any
supplements thereto, may be made only to the extent and in the
circumstances permitted therein.
The transfer of this Series A Bond may be registered
by the registered owner hereof in person or by his duly
authorized attorney or legal representative at the principal
office of the Registrar, but only in the manner and subject
to the limitations and conditions provided herein and in the
Ordinance and upon surrender and cancellation of this Series
A Bond. Upon any such registration of transfer the Issuer shall
execute and deliver in exchange for this Series A Bond a new
registered Series A Bond without coupons, of the authorized
denomination, registered in the name of the transferee, and
the Registrar shall give the Developer notice of such transfer
and the address at which payments are thereafter to be made.
The Issuer shall, prior to due presentment for registration
of transfer, treat the registered owner as the person exclusively
entitled to payment of principal, premium, if any, and interest
and the exercise of all other rights and powers of the owner
of this Series A Bond.
Upon the transfer of the Series A Bond as permitted
under the Ordinance, the Issuer shall have no responsibility
for any assignment or transfer of the Agreement, the Note or
any of the Security Instruments or of any rights , interests
or security thereunder, including any moneys held in escrow
for the payment of taxes, insurance premiums or other charges
with respect to the Project although the Issuer covenants and
agrees to execute and deliver such instruments as may be
necessary in connection with any such assignment or transfer.
-6-
,
All acts, conditions and things required to happen,
exist or be performed precedent to and in the issuance of this
Series A Bond have happened, exist and have been performed.
IN WITNESS WHEREOF, the City of Elgin, Kane and Cook
Counties, Illinois, has caused this Series A Bond to be signed
on its behalf by the manual signature of its Mayor, its seal
to be impressed or imprinted hereon and attested by the manual
signature of its City Clerk and this Series A Bond to be dated
the Th day of f(At'}RQ 0 , 1980.
CITY OF ELGIN, KANE AND COOK
COUNTIES, ILLINOIS '
BY
(SEAL) Title: Mayor
ATTEST:
\...LLy.L....._,2_...)'
Title: City lerk
FOR VALUE RECEIVED, the undersigned hereby sells,
assigns and transfers unto
(Please print or type name and address of transferee)
the within Series A Bond and all rights thereunder, and hereby
irrevocably constitutes and appoints , attorney,
to transfer the within Series A Bond on the books kept for
registration thereof, with full power of substitution in the
premises.
NOTICE: The signature to this
assignment must correspond with
the name as it appears upon the
face of the within Series A Bond
in every particular, without
alteration or enlargement or any
change whatever.
-7-
L
-
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns and
transfers unto COMBINED INSURANCE COMPANY OF AMERICA the within
Bond and all rights thereunder, and hereby irrevocably consitiutes
and appoints COMBINED INSURANCE COMPANY OF AMERICA Attorney, to
transfer the within Bond on the books kept for registration
thereof, with full power of substitution in the premises .
THE L FE INSURANCE COMPANY OF VIRGINIA
BY:
TITLE: Vice President
NOTICE: The signature to this assignment
must correspond with the name as
it appears upon the face of the
within Bond in every particular,
without alteration or
enlargement or any change
whatever.
r
-
MEMORANDUM OF AGREEMENT
THIS MEMORANDUM OF AGREEMENT is between the City of Elgin,
Cook and Kane Counties , Illinois , party of the first part (herein-
after referred to as the "Issuer") , and Refractory Products
Company, party of the second part (hereinafter referred to as the
"Corporation") .
1. Preliminary Statement. Among the matters of mutual
inducement which have resulted in the execution of this Agreement
are the following :
(a) The Issuer, a home-rule unit of government pursuant to
the provisions of Article VII , Section 6 (a) of the Constitution of
the State of Illinois , is authorized to issue revenue bonds for
the purpose of financing the cost of any land, buildings , machinery
and equipment which will create or retain employment opportunities
in or near the City of Elgin, Illinois .
(b) The Corporation wishes to obtain satisfactory assurance
from the Issuer that the proceeds of the sale of the revenue bonds
will be made available to finance the costs of certain manufacturing,
warehousing and office facilities consisting of one or more build-
ings , machinery, equipment and related facilities (the "Project")
to be acquired and constructed in the City of Elgin, Illinois .
(c) Subject to due compliance with all requirements of law
and to the provisions of paragraph 4 hereof, the Issuer by virtue
of such authority as may now or hereafter be conferred by the
Constitution and laws of the State of Illinois and pursuant to its
powers as a home-rule unit of government , will issue and sell its
revenue bonds in the amount of approximately $1 ,000 , 000 (the "bonds")
to pay costs of the Project.
(d) The Issuer considers that the financing of the Project
will promote and further the public purpose of creating or retain-
ing employment opportunities in or near the City of Elgin, Illinois .
2. Undertakings on the Part of the Issuer. Subject to the
conditions above stated, the Issuer agrees as follows :
(a) That it will begin the proceedings necessary on its
part to authorize the issuance and sale of the bonds for the
purpose of locating the Project within the City of Elgin, Illinois .
(b) That if purchase arrangements satisfactory to the Cor-
poration can be made , it will adopt, or cause to be adopted, such
proceedings and authorize the execution of such documents as may
be necessary or advisable for the authorization, issuance and sale
of the bonds , all as shall then be authorized by law and mutually
satisfactory to the Issuer and the Corporation.
•
(c) That , if the Issuer issues and sells the bonds , it will
(i) acquire or construct, or complete the acquisition or construc-
tion of the Project and lease , sell or otherwise dispose of it to
the Corporation or (ii) finance the acquisition and construction
of the Project , and the aggregate basic rents , sale price or other
consideration (i .e . , the amounts to be paid by the Corporation and
used by the Issuer to pay the principal, interest and premium, if
any , on the bonds) payable under the instrument whereby the Project
shall be leased, sold or otherwise disposed of to the Corporation ,
shall be such sums as shall be sufficient to pay the principal of
and interest and redemption premium, if any , on the bonds as and
when the same shall become due and payable , and, if title to the
Project is acquired by the Issuer, the Corporation shall be entitled
to acquire from the Issuer, its right , title and interest to the
Project for an amount equal to the amount required to retire the
outstanding bonds , plus One Dollar.
(d) That it will take or cause to be taken such other acts
and adopt such further proceedings as may be required to implement
the aforesaid undertakings or as it may deem appropriate in
pursuance thereof.
3. Undertakings on the Part of the Corporation. Subject to
the conditions above stated, the Corporation agrees as follows :
(a) That it will use all reasonable efforts to find one or
more purchasers for the bonds .
(b) That it will to the extent deemed by it to be necessary
or desirable , enter into a contract or contracts for the construc-
tion and acquisition of the Project (including any necessary con-
tracts for the procurement of real property necessary or useful in
said Project and which will become a part thereof) , and that at
or prior to the time of the delivery of the bonds by the Issuer,
it will (i) convey the Project and assign such contracts to the
Issuer or (ii) execute and assign a debt instrument, all as shall
be authorized by law and mutually satisfactory to the Issuer and
the Corporation.
(c) That contemporaneously with the delivery of the bonds
by the Issuer it will enter into an instrument with the Issuer
under the terms of which the Corporation will obligate itself to
pay to the Issuer sums sufficient in the aggregate to pay the
principal of and interest and redemption premium, if any, on the
bonds as and when the same shall become due and payable , such
instrument to contain provisions required by law and such other
provisions as shall be mutually acceptable to the Issuer and the
Corporation.
(d) That it will take such further action and adopt such
further proceedings as may be required to implement its aforesaid
undertakings or as it may deem appropriate in pursuance thereof.
- 2-
...
e. 4. General Provisions .
a
(a) All commitments of the Issuer under paragraph 2 hereof
and of the Corporation under paragraph 3 hereof are subject to the
condition that on or before 365 days from the date hereof (or such
other date as shall be mutually satisfactory to the Issuer and the
Corporation) , the Issuer and the Corporation shall have agreed to
mutually acceptable terms for the bonds and of the sale and delivery
thereof, and mutually acceptable terms and conditions of the con-
tracts and instruments referred to in paragraphs 2 and 3 hereof.
(b) The Corporation agrees that it will , within thirty (30)
days of the passage of a resolution by the City Council of the
Issuer authorizing execution of this Memorandum of Agreement,
deposit and pay over to the Issuer, pursuant to Issuer's Ordinance
No. S - 79 , any and all amounts required under the terms of said
Ordinance for the purpose of payment by Issuer of the necessary
expenses it incurs in carrying out the terms of this Memorandum
of Agreement.
(c) The instrument to be entered into between the Issuer
and the Corporation may take the form of a lease agreement, install-
ment purchase agreement, loan agreement, note or bond, or any other
form then authorized by the Issuer' s Ordinance No. S - 79 , as from
time to time amended or supplemented.
IN WITNESS WHEREOF, the parties have entered into this
A r ement by their 9fficers thereunto duly authorized as of the
day of ,Z2fR,i / , 1979.
CITY OF ELGIN, COOK AND KANE
COUNTIES, ILLINOIS
) 2,, ktl.r , _ -14A.1.,,f
By
Mayor
Attest :
4. (�
0,....x_A--$4--' q).....a.},.....vvt_t_4(_____
City Clerk
., (SEAL)
REFRACTORY PRODUCTS OMP Y
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TELEPHONE 312/ 500
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, CITY OF ELGIN 150 DEXTER COURT ELGIN, ILLINOIS 60120-5555
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November 17, 1989
Ms. Berkeley H. Poison
Senior Mortgage Adminitrator
6604 West Broad Street
Richmond, Virginia 23261
RE: Registration of Series A of 1980
(Refractory Products Co. Project)
Bond Issue
Dear Ms. Poison:
Congratulations on your recent nuptuals and your promotion (or so it appears from your
July 5 and November 10 letters).
We have received your original bond and the attached assignment. I checked the
ordinance and have attached a copy of Ordinance No. S3-80 which specifies the necessary
steps involved in transferring the bond. We need to be provided an assignment which
shows the address of the transferee at which payments are thereafter to be made.
Additionally, please forward a written instrument executed by the transferor and the
transferee of the bond indicating that the security instruments and all rights, interests
and security of the transferor and the note and agreement have been duly assigned and
transferred to the transferee in a manner satisfactory to the transferee.
Please let me know if you have any further questions.
Yours truly,
Kathleen A. McCarthy
Assistant Corporation Counsel
KAM/nr
Enclosure
Aon Advisors, Inc.
6604 West Broad Street
P.O. Box 27424
Richmond, Virginia 23261
804/281-6447
July 5, 1989
Secretary
City of Elgin
150 Dexter Court
Elgin, Illinois 60120
Re: Registration of Transfer
United States of America, State of Illinois , Counties of
Kane Cook, City of Elgin, Industrial Development Revenue
Bond, Series A of 1980, (Refractory Products Co.
Project) dated March 28, 1980 for $850 ,000 issued by
The City of Elgin, Kane and Cook Counties, Illinois to
The Life Insurance Company of Virginia .
Dear Sir:
Please find enclosed the original of the subject Bond issued
by The City of Elgin, Kane and Cook Counties, Illinois, which
bears on the last page thereof, the assignment of the Bond
from The Life Insurance Company of Virginia (the former owner)
to its affiliate Combined Insurance Company of America, an
Illinois insurance corporation.
Please have this pwnership change recorded on the rQsistration
books which you keep for the fond. As soon as the
registration of the transfer is completed, please return to us
at the above address , the original of the Bond together with
your confirmation that the requested transfer has been
completed
Sincerely yours,
Berkeley N. Harland
Administrative Secretary
Investment Services
(804) 281-6524
/bnh
Enclosure
January 11, 1990
MEMORANDUM
TO: Kathleen M. Carlson, Assistant Corporation Counsel
FROM: James H. Bolerjack, Jr. , Finance Director
SUBJECT: Registration of Series A (1980) Bonds - Refractory Products
Attached please find the original of the Supplement to the Assignment by
Life Insurance Company of Virginia to Combined Insurance Company of America
dated June 23, 1989.
A response should be sent to Aon Advisors along with the original bond.
It would seem that a response of the transfer should also be sent to the
trustee.
JHB/daw
Attachment
Aon Advisors,Inc.
6604 West Broad Street
P.O. Box 27424
Richmond, Virginia 23261
804/281-6447
January 17 , 1990
City of Elgin
Ms . Kathleen A. McCarthy
Assistant Corporation Counsel
150 Dexter Court
Elgin, Illinois 60120-5555
Re: Loan No. 112
Registration of Series A of 1980 (Refractory Products Co.
Project) Bond Issue
Dear Ms . McCarthy:
Please refer to my letter of December 4 , 1989 and advise when
we may receive the original Bond.
Sincerely,
G .12,t)iA ,)t6),I.,,
Berkeley H. Polson
Senior Mortgage Administrator
Investment Services
(804) 281-6524
M ER RILL SHEPARD (tfr6 HERBERT POPE
FRANK F. FOWLE Iflle-1a59
MELVILLE C.WILLIAMS A.BALLARD ERNEST S.BALLARD
ELLIS A.
ELMS W. T POPE, BALLARD, SHEPARD & FOWLE
ID Ifl-.
EDWARD B.MILLER
WILLIS S.RYZA J.GERARD BAMBRICK,JR.
69 WEST WASHINGTON STREET MICHAEL B.FISCHER
JAMES C.OUIGLEY
JOSEPH E.MG MITT JOHN B.LASHBROOK
THOMAS D.NYMAN CHICAGO, ILLINOIS 60602 PERRY L.TAYLOR
JAMES G.DAVIS MARK T.DUNN
THOMAS B.HART PATRICIA A.BRANDIN
HERBERT S.WANDER TELEPHONE(312)630-4200 CHARLES R.MGKIRDY
ALAN C.GARRETT NANCY SCHAEFER
TELECOPIER (312)372-7097
PAUL E.FREEHLING BENJAMIN BEILER
WILLIAM E.KELLY TELEX 25-6225 THOMAS E.BUESS
THOMAS J.REGAN ROBERT L.RYKEN
MICHAEL A.WARNER CABLE POPEBAL OUIN R.FRAZER
JOHN S.SCHAUER JAMES M.O'BRIEN
MARSHAL I,MG MAHON,JR. MARC A.DORENFELD
WILLIAM L.ROWDER JOHN J.O'MALLEY
DAVID R.SHEVITZ February 27, 1979 PATRICIA T.BERGESON
KAEL B.KENNEDY MARY LOUISE HADDAD
TIMOTHY C.KLENK
BRIAN W.BULGER
ROBERT C.BONGES JULES I.CRYSTAL
CHARLES M.CHADD
TIMOTHY M.SULLIVAN
MATTHEW R.MCARTHUR
JOHN E.FREECHACK
M.POCKROSS
BARRY MORRELLELL
ARTHUR W.HAHN
HOWARD L.BERNSTEIN WRITERS DIRECT PLEASE REFER TO RAY G.REZNER
CAROL BERLIN MANZONI
RICHARD A.ZACHAR DIAL NUMBER IS OUR FILE NUMBER
JAMES J.BRENNAN
MICHAEL G.HRON
TERRY SATINOVER 6 3 0-4 2 0 2
Mr. Edwin W. Jentsch
Corporation Counsel
City of Elgin
150 Dexter Court
Elgin, IL 60120
Re: Refractory Products Company
Dear Mr. Jentsch:
We thank you for yoursof February 23 in the above matter.
Refractory Products is very much interested in pursuing the
issuance of the Industrial Revenue Bonds. In fact, arrange-
ments with an insurance company for purchase of the bonds
is substantially completed.
Confirming our telephone conversation, in response to
your letter, Refractory Products Company is planning to
issue only $850,000 of bonds. It is understood that this
is permitted under the Memorandum of Agreement which refers
to issuing "approximately $1,000 ,000" of bonds.
Also, the company is not planning to undertake the revenue
bond financing until next September or October (1979) - when
the construction of the building is to be completed. Meantime,
financing for the construction will be handled by special
construction financing. In these circumstances, we would like
to delay any payments due to the City of Elgin under paragraph
4 (b) of the Memorandum of Agreement until the time when the
bonds will be issued. Is this possible? 1
ours very truly,
. 1
.s./A/(
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et. u_.
Ellis A. Ball rd
EAB/df
cc: R. K. Woodruff
President/Refractory Products Company
Refractory Products Company fr ,
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770 TOLLGATE ROAD, P.O. BOX 2134, ELGIN, IL. 60120 • PHONE 312/697-2350
REGISTERED MAIL
City of Elgin
Elgin, Il . 60120
Attention: City Clerk
RE: Bond Purchase Agreement RE: $850, 000 Economic Development
Revenue Bond Series A of 1980 (Refractory Products Company
Project) Of The City of Elgin, Kane & Cook Counties, Illinois,
Dated As Of February 1, 1980
Gentlemen:
We are advised that the Mayor of the City of Elgin may not be
available to sign documents until Friday, March 28, 1980.
Accordingly, pursuant to the provisions of Subsection 1.4 of
Section 1 of the aforesaid Bond Purchase Agreement, the undersigned,
Refractory Products Company, designated as the Developer in said
Agreement, hereby designates Friday, March 28, 1980, rather than
Thursday, March 27, 1980, as the Closing Date as provided in said
Agreement for delivery of the Series A Bond against payment of funds
therefore, and otherwise as provided in said Agreement.
Dated: March 20, 1980
REFRACTORY PRODUCTS COMPANY
"7144044,t_ g
R. Bruce Abell
RBA/bb
CERAMIC FIBER PRODUCTS