HomeMy WebLinkAbout1989-340-07.03.1989 (This Notice to be posted) a"'��•"'-
NOTICE AND CALL OF PUBLIC MEETING
Governmental Body: The City Council of Waterloo, Iowa.
Date of Meeting: July 3, 1989
Time of Meeting: 7 : 00 p.m.
Place of Meeting: Council Chambers, City Hall, Waterloo, Iowa.
PUBLIC NOTICE IS HEREBY GIVEN that the above mentioned
governmental body will meet at the date, time and place above set
out. The tentative agenda for said meeting is as follows:
$4 , 900, 000 Corporate Purpose General Obligation Bonds.
- Resolution authorizing the issuance.
Such additional matters as are set forth on the addi-
tional page(s) attached hereto.
(number)
This notice is given at the direction of the Mayor pursuant to
Chapter 21, Code of Iowa, and the local rules of said governmental
body.
City Cl /Auditor, terloo, Iowa
Larry Burger l/
AHLERS,COONEY,DORWEILER,HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
July 3 , 1989•
The City Council of Waterloo, Iowa, met in regular
session, in the Council Chambers, City Hall, Waterloo, Iowa, at
7 o'clock P.M. , on the above date. There were present Mayor
Bernard L. McKinle>r in the chair, and the following named Council
Members:
Brown, Fox, Angel, Wright
Absent: Dell, Buck, Budak
* * * .* * * *
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AHLERS,COONEY,DORWEILER,HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
Fox moved that the form of Tax Exemption
Certificate be placed on file and approved. Brown
seconded the motion. The roll was called and the vote was,
AYES: Brown, Fox, Angel, Wright
ABa Dell, Buck, Budak
• Council Member Fox introduced the
following Resolution entitled "RESOLUTION AUTHORIZING AND
PROVIDING FOR THE ISSUANCE OF $4, 900, 000 GENERAL OBLIGATION BONDS
AND LEVYING A TAX TO PAY SAID BONDS" and moved that it be adopted.
Council Member Brown seconded the motion to
adopt, and the roll being called thereon, the vote was as follows:
AYES: Brown, Fox, Angel, Wright
ABSENT:
Nam: Dell, Buck, Budak
Whereupon, the Mayor declared said Resolution duly adopted as
follows:
RESOLUTION NO. 1989-340
RESOLUTION AUTHORIZING AND PROVIDING FOR THE ISSUANCE OF
$4,900, 000 GENERAL OBLIGATION BONDS AND LEVYING A TAX TO
PAY SAID BONDS
WHEREAS, the Issuer is duly incorporated, organized and exists
under and by virtue of the laws and Constitution of the State of
Iowa; and
WHEREAS, the Issuer is in need of funds to pay costs of the
construction, reconstruction and repairing of street improvements,
the acquisition, installation or repair of traffic control devices
and the acquisition of real estate needed for such purposes; the
construction, reconstruction or repair of sidewalks and pedestrian
underpasses and overpasses, and the acquisition of real estate
needed for such purposes; the acquisition, construction,
reconstruction, extension, improvement or equipping of facilities
useful for the collection, treatment and disposal of sewage and
industrial waste in a sanitary manner and for the collection and
disposal of surface waters and streams; the acquisition,
construction, reconstruction, enlargement, improvement or repair
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AHLERS.COONEY.DORWEILER,HAYNIE.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
of bridges, culverts, retaining walls, viaducts, underpasses,
grade crossing separations and approaches thereto; the
acquisition, construction, reconstruction or improvement of
waterways, and real and personal property, useful for the
protection or reclamation of property situated within the City
from floods or high waters; the reconstruction, extension and
improvement of the Waterloo Municipal Airport; and the
rehabilitation and improvement of existing City parks, an
essential corporate purpose, and it is deemed necessary and
advisable that General Obligation Bonds in the amount of
$4 , 470, 000 be issued for said purpose; and
WHEREAS, pursuant to notice published as required by Section
384. 25 of said Code, this Council has held a public meeting and
hearing upon the proposal to institute proceedings for the
issuance of said Bonds, and the Council is therefore now
authorized to proceed with the issuance of said Bonds; and
WHEREAS, the City is in need of funds to pay costs of the
acquisition, construction, reconstruction, enlargement,
improvement and equipping of the 5 Sullivan Brothers Convention
Center and city garages, including Street Department and Central
Garage improvements, a general corporate purpose, and it is deemed
necessary and advisable that General Obligation Bonds in the
amount of $150, 000 be issued for said purpose; and
WHEREAS, the City is in need of funds to pay costs of the
reconstruction, enlargement, improvement and equipping of
community recreation buildings, including the Waterloo Recreation
and Arts Center, a general corporate purpose, and it is deemed
necessary and advisable that General Obligation Bonds in the
amount of $145, 000 be issued for said purpose; and
WHEREAS, the City is in need of funds to pay costs of the
improvement and equipping of the Old East Side Library facility,
and the Waterloo Municipal Stadium, a general corporate purpose,
and it is deemed necessary and advisable that General Obligation
Bonds in the amount of $135, 000 be issued for said purpose; and
WHEREAS, the City has a population in excess of 75, 000; and
WHEREAS, pursuant to notice published as required by Section
384 . 26 of said Code, the Council of the City has held public
meeting and hearing upon the proposal to institute proceedings for
the issuance of bonds for general corporate purposes in the
amounts as above set forth, and, no petition for referendum having
been received, the Council is therefore now authorized to proceed
with the issuance thereof; and
WHEREAS, pursuant to Section 384 .28 of the City Code of Iowa,
it is hereby found and determined that the various general
obligation bonds authorized as hereinabove described shall be
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AHLERS,COONEY.DORWEILER.HAYNIE.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
combined for the purpose of issuance in a single issue of
Corporate Purpose Bonds as hereinafter set forth; and
WHEREAS, pursuant to the provisions of Chapter 75 of the Code
of Iowa, the above mentioned bonds were heretofore sold at public
sale and action should now be taken to issue said bonds conforming
to the terms and conditions of the best bid received at the
advertised public sale:
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF
WATERLOO , IOWA:
Section 1. Definitions. The following terms shall have the
following meanings in this Resolution unless the text expressly or
by necessary implication requires otherwise:
(a) "Issuer" and "City" shall mean the City of
Waterloo, Iowa;
(b) "Treasurer" shall mean the City Treasurer or such
other officer as shall succeed to the same duties and
responsibilities with respect to the recording and payment of
the Bonds issued hereunder;
(c) "Bonds" shall mean $4, 900, 000 General Obligation
Bonds, authorized to be issued by this Resolution;
(d) "Project Fund" shall mean the fund required to be
established by this Resolution for the deposit of the pro-
ceeds of the Bonds;
(e) "Rebate Fund" shall mean the fund so defined in and
established pursuant to the Tax Exemption Certificate;
(f) "Registrar" shall be the National Bank of Waterloo,
of Waterloo, Iowa, or such successor as may be approved by
Issuer as provided herein and who shall carry out the duties
prescribed herein with respect to maintaining a register of
the owners of the bonds. Unless otherwise specified, the
Registrar shall also act as Transfer Agent for the bonds;
(g) "Paying Agent" shall be the National Bank of
Waterloo, or such successor as may be approved by Issuer as
provided herein and who shall carry out the duties prescribed
herein as Issuer's agent to provide for the payment of
principal of and interest on the Bonds as the same shall
become due;
(h) "Tax Exemption Certificate" shall mean the Tax
Exemption Certificate executed by the Treasurer and delivered
at the time of issuance and delivery of the Bonds;
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AHLERS,COONEY.DORWEILER.HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
(i) "AMBAC Indemnity" shall mean AMBAC Indemnity
Corporation, a Wisconsin-domiciled stock insurance company.
(j ) "Municipal Bond Insurance Policy" shall mean the
municipal bond insurance policy issued by AMBAC Indemnity
insuring the payment when due of the principal of and
interest on the Bonds as provided therein.
Section 2 . Levy and Certification of Annual Tax; Other Funds
to be Used.
(a) Levy of Annual Tax. That for the purpose of
providing funds to pay the principal and interest of the
Bonds hereinafter authorized to be issued, there is hereby
levied for each future year the following direct annual tax
on all of the taxable property in Waterloo, Iowa, to-wit:
FISCAL YEAR (JULY 1 TO JUNE 30)
AMOUNT • YEAR OF COLLECTION:
$ 659, 080. 00 1990/1991
$ 378 , 900. 00 .1991/1992
$ 375, 575. 00 1992/1993
$ 472 , 250. 00 1993/1994
$ 412 , 275. 00 1994/1995
$ 455, 625. 00 1995/1996
$ 445, 650. 00 1996/1997
$ 435, 675. 00 1997/1998
$ 875, 700. 00 1998/1999
$ 885, 800. 00 1999/2000
$ 842, 250. 00 2000/2001
$ 748, 050. 00 2001/2002
$ 756, 950. 00 2002/2003
$ 962 , 100. 00 2003/2004
(NOTE: For example the levy to be made and certified against
the taxable valuations of January 1, 1989, will be collected
during the fiscal year commencing July 1, 1990) .
(b) Resolution to be Filed With County Auditor. A
certified copy of this Resolution should be filed with the
County Auditor of Black Hawk County, Iowa, and said Auditor
is hereby instructed in and for each of the years as
provided, to levy and assess the tax hereby authorized in
Section 2 of this Resolution, in like manner as other taxes
are levied and assessed, and such taxes so levied in and for
each of the years aforesaid be collected in like manner as
other taxes of the City are collected, and when collected be
used for the purpose of paying principal and interest on said
Bonds issued in anticipation of said tax, and for no other
purpose whatsoever.
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AHLERS,COONEY,DORWEILER,HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
(c) Additional City Funds Available. Principal and
interest coming due at any time when the proceeds of said tax
on hand shall be insufficient to pay the same shall be
promptly paid when due from current funds of the City
available for that purpose and reimbursement shall be made
from such special fund in the amounts thus advanced.
Section 3 . Bond Fund. Said tax shall be collected each year
at the same time and in the same manner as, and in addition to,
all other taxes in and for the City, and when collected they shall
be converted into a special fund within the Debt Service Fund to
be known as the "GENERAL OBLIGATION BOND FUND 1989 NO. 1" (the
"Bond Fund") , which is hereby pledged for and shall be used only
for the payment of the principal of and interest on the Bonds
hereinafter authorized to be issued; and also there shall be
apportioned to said fund its proportion of taxes received by the
City from railway, express, telephone and telegraph companies and
other taxes assessed by the Iowa State Department of Revenue.
Section 4 . Application of Bond Proceeds. Proceeds of the
Bonds other than accrued interest except as may be provided below
shall be credited to the Project Fund and expended therefrom for
the purposes of issuance. Any amounts on hand in the Project Fund
shall be available for the payment of the principal of or interest
on the Bonds at any time that other funds shall be insufficient to
the purpose, in which event such funds shall be repaid to the
Project Fund at the earliest opportunity. Any balance on hand in
the Project Fund and not immediately required for its purposes may
be invested not inconsistent with limitations provided by law or
this Resolution. Accrued interest, if any, shall be deposited in
the Bond Fund.
Section 5. Investments of Bond Fund Proceeds. All moneys
held in the Bond Fund, provided for by Section 3 of this
Resolution shall be invested in direct obligations of the United
States Government or deposited in financial institutions which are
members of the Federal Deposit Insurance Corporation or the
Federal Savings and Loan Insurance Corporation and the deposits in
which are insured thereby and all such deposits exceeding the
maximum amount insured from time to time by FDIC or FSLIC or its
equivalent successor in any one financial institution shall be
continuously secured by a valid pledge of direct obligations of
the United States Government having an equivalent market value.
All such interim investments shall mature before the date on which
the moneys are required for payment of principal of or interest on
the Bonds as herein provided.
Section 6. Bond Details, Execution and Redemption.
(a) Bond Details. General Obligation Bonds of the City
in the amount of $4 , 900, 000, shall be issued pursuant to the
provisions of Section Section 384 .28 of the City Code of Iowa
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AHLERS.COONEY.DORWEILER.HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
for the aforesaid purpose. The Bonds shall be designated
"GENERAL OBLIGATION BOND" , be dated July 1, 1989, and bear
interest from the date thereof, until payment thereof, at the
office of the Paying Agent, said interest payable on May 1,
1990, and semiannually thereafter on the 1st day of November
and May in each year until maturity at the rates hereinafter
provided.
The Bonds shall be executed by the facsimile signature
of the Mayor and attested by the facsimile signature of the
Clerk, and printed or impressed with the seal of the City and
shall be fully registered as to both principal and interest
as provided in this Resolution; principal, interest and
premium, if any, shall be payable at the office of the Paying
Agent by mailing of a check to the registered owner of the
Bond. The Bonds shall be in the denomination of $5, 000 or
multiples thereof. The Bonds shall mature and bear interest
as follows:
Interest Principal Maturity
Rate Amount May 1st
6. 65% $ 50, 000 1991
6. 65% 50, 000 1992
6. 65% 50, 000 1993
6. 65% 150, 000 1994
6. 65% 100, 000 1995
6. 65% 150, 000 1996
6. 65% 150, 000 1997
6. 65% 150, 000 1998
6. 65% 600, 000 1999
6.70% 650, 000 2000
6. 80% 650, 000 2001
6.85% 600, 000 2002
6. 90% 650, 000 2003
6.90% 900, 000 2004
(b) Bonds maturing on and after May 1, 1999 are subject
to call prior to maturity from any funds regardless of source
on any interest payment date on or after November 1, 1998, in
whole, or from time to time in part, in inverse order of
maturity and within a maturity by lot upon terms of par and
accrued interest by giving thirty (30) days' notice of
redemption to the registered owner of the bond.
If selection by lot within a maturity is required, the
Registrar shall by random selection of the names of the
registered owners of the entire annual maturity select the
bonds to be redeemed until the total amount of Bonds to be
called has been reached.
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AHLERS,COONEY,DORWEILER.HAYNIE.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
Section 7 . Registration of Bonds; Appointment of
Registrar; Transfer; Ownership; Delivery; and Cancellation.
(a) Registration. The ownership of Bonds may be
transferred only by the making of an entry upon the books
kept for the registration and transfer of ownership of the
Bonds, and in no other way. The National Bank of Waterloo is
hereby appointed as Bond Registrar under the terms of this
Resolution and under the provisions of a separate agreement
with the Issuer filed herewith which is made a part hereof by
this reference. Registrar shall maintain the books of the
Issuer for the registration of ownership of the Bonds for the
payment of principal of and interest on the Bonds as provided
in this Resolution. All Bonds shall be negotiable as
provided in Article 8 of the Uniform Commercial Code and
Section 384 . 31 of the Code of Iowa, subject to the provisions
for registration and transfer contained in the Bonds and in
this resolution.
(b) Transfer. The ownership of any Bond may be
transferred only upon the Registration Books kept for the
registration and transfer of Bonds and only upon surrender
thereof at the office of the Registrar together with an
assignment duly executed by the holder or his duly authorized
attorney in fact in such form as shall be satisfactory to the
Registrar, along with the address and social security number
or federal employer identification number of such transferee
(or, if registration is to be made in the name of multiple
individuals, of all such transferees) . In the event that the
address of the registered owner of a Bond (other than a
registered owner which is the nominee of the broker or dealer
in question) is that of a broker or dealer, there must be
disclosed on the Registration Books the information
pertaining to the registered owner required above. Upon the
transfer of any such Bond, a new fully registered Bond, of
any denomination or denominations permitted by this
Resolution in aggregate principal amount equal to the
unmatured and unredeemed principal amount of such transferred
fully registered Bond, and bearing interest at the same rate
and maturing on the same date or dates shall be delivered by
the Registrar.
(c) Registration of Transferred Bonds. In all cases of
the transfer of the Bonds, the Registrar shall register, at
the earliest practicable time, on the Registration Books, the
Bonds, in accordance with the provisions of this Resolution.
(d) Ownership. As to any Bond, the person in whose
name the ownership of the same shall be registered on the
Registration Books of the Registrar shall be deemed and
regarded as the absolute owner thereof for all purposes, and
payment of or on account of the principal of any such Bonds
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AHLERS.GOONEY.DORWEILER.HAYNIE.SMITH SC ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
and the premium, if any, and interest thereon shall be made
only to or upon the order of the registered owner thereof or
his legal representative. All such payments shall be valid
and effectual to satisfy and discharge the liability upon
such Bond, including the interest thereon, to the extent of
the sum or sums so paid.
(e) Cancellation. All Bonds which have been redeemed
shall not be reissued but shall be cancelled by the
Registrar. All Bonds which are cancelled by the Registrar
shall be destroyed and a certificate of the destruction
thereof shall be furnished promptly to the Issuer; provided
that if the Issuer shall so direct, the Registrar shall
forward the cancelled Bonds to the Issuer.
(f) Non-Presentment of Bonds. In the event any payment
check representing payment of principal of or interest on the
Bonds is returned to the Paying Agent or if any bond is not
presented for payment of principal at the maturity or
redemption date, if funds sufficient to pay such principal of
or interest on Bonds shall have been made available to the
Paying Agent for the benefit of the owner thereof, all
liability of the Issuer to the owner thereof for such
interest or payment of such Bonds shall forthwith cease,
terminate and be completely discharged, and thereupon it
shall be the duty of the Paying Agent to hold such funds,
without liability for interest thereon, for the benefit of
the owner of such Bonds who shall thereafter be restricted
exclusively to such funds for any claim of whatever nature on
his part under this Resolution or on, or with respect to,
such interest or Bonds. The Paying Agent's obligation to
hold such funds shall continue for a period equal to two
years and six months following the date on which such
interest or principal became due, whether at maturity, or at
the date fixed for redemption thereof, or otherwise, at which
time the Paying Agent, shall surrender any remaining funds so
held to the Issuer, whereupon any claim under this Resolution
by the Owners of such interest or Bonds of whatever nature
shall be made upon the Issuer.
(g) Registration and Transfer Fees. The Registrar may
furnish to each owner, at the Issuer's expense, one bond for
each annual maturity. The Registrar shall furnish additional
bonds in lesser denominations (but not less than the minimum
denomination) to an owner who so requests.
Section 8 . Reissuance of Mutilated, Destroyed, Stolen or Lost
Bonds. In case any outstanding Bond shall become mutilated or be
destroyed, stolen or lost, the Issuer shall at the request of
Registrar authenticate and deliver a new Bond of like tenor and
amount as the Bond so mutilated, destroyed, stolen or lost, in
exchange and substitution for such mutilated Bond to Registrar,
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AHLERS,COONEY.DORWEILER.H.\YNIE.SMITH&:U.LREE
ATTORNEYS AT LAW DES MOINES,IOWA
upon surrender of such mutilated Bond, or in lieu of and
substitution for the Bond destroyed, stolen or lost, upon filing
with the Registrar evidence satisfactory to the Registrar and
Issuer that such Bond has been destroyed, stolen or lost and proof
of ownership thereof, and upon furnishing the Registrar and Issuer
with satisfactory indemnity and complying with such other
reasonable regulations as the Issuer or its agent may prescribe
and paying such expenses as the Issuer may incur in connection
therewith.
Section 9 . Record Date. Payments of principal and interest,
otherwise than upon full redemption, made in respect of any Bond,
shall be made to the registered holder thereof or to their
designated agent as the same appear on the books of the Registrar
on the 15th day of the month preceding the payment date. All such
payments shall fully discharge the obligations of the Issuer in
respect of such Bonds to the extent of the payments so made.
Payment of principal shall only be made upon surrender of the Bond
to the Paying Agent.
Section 10. Execution, Authentication and Delivery of the
Bonds. Upon the adoption of this ResolUtion, the Mayor and Clerk
shall execute and deliver the Bonds to the Registrar, who shall
authenticate the Bonds and deliver the same to or upon order of
the Purchaser. No Bond shall be valid or obligatory for any
purpose or shall be entitled to any right or benefit hereunder
unless the Registrar shall duly endorse and execute on such Bond a
Certificate of Authentication substantially in the form of the
Certificate herein set forth. Such Certificate upon any Bond
executed on behalf of the Issuer shall be conclusive evidence that
the Bond so authenticated has been duly issued under this
Resolution and that the holder thereof is entitled to the benefits
of this Resolution.
No Bonds shall be authenticated and delivered by the Registrar
unless and until there shall have been provided the following:
1. A certified copy of the resolution of Issuer
authorizing the issuance of the Bonds;
2 . A written order of Issuer signed by the City
Treasurer of the Issuer directing the authentication and
delivery of the Bonds to or upon the order of the Purchaser
upon payment of the purchase price as set forth therein;
3 . The approving opinion of Ahlers, Cooney, Dorweiler,
Haynie, Smith & Allbee, Bond Counsel, concerning the validity
and legality of all the Bonds proposed to be issued.
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AHLERS,COONEY,DORWEILER.HAYNIE.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
Section 11. Right to Name Substitute Paying Agent or
Registrar. Issuer reserves the right to name a substitute,
successor Registrar or Paying Agent upon giving prompt written
notice to each registered bondholder.
•
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MILERS,COONEY.DORWEILER.HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW OES MOINES.IOWA
Section 12 . Form of Bond. Bonds shall be printed in
substantial compliance with standards proposed by the American
Standards Institute substantially in the form as follows:
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/ (6) (6) /
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/ (7) (8) /
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/ (1) /
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/ /
/ /
/ /
/ (2) i (3) (4) (5) /
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/ /
/ /
/ /
/ (9) /
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/ /
/ /
/ (9a) /
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/ /
/ /
/ (10) /
/ (continued on the back of this Bond) /
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/ (11) (12) (13) (14) (15) /
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/ /
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FIGURE 1
(Front)
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AHLERS,COONEY,DORWEILER,HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
(10) (16) (17)
(Continued)
FIGURE 2
(Back)
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AHLERS,COONEY,DORWEILER,HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
The text of the Bonds to be located thereon at the item
numbers shown shall be as follows:
Item 1, figure 1 = "STATE OF IOWA"
"COUNTY OF BLACK HAWK"
"CITY OF WATERLOO"
"GENERAL OBLIGATION BOND, "
"CORPORATE PURPOSE. "
Item 2 , figure 1 = Rate:
Item 3 , figure 1 = Maturity:
Item 4, figure 1 = Bond Date: July 1, 1989
Item 5, figure 1 = Cusip #
Item 6, figure 1 = "Registered"
Item 7, figure 1 = Certificate No.
Item 8, figure 1 = Principal Amount: $
Item 9, figure 1 = The City of Waterloo, Iowa, a municipal
corporation organized and existing under , and by virtue of the
Constitution and laws of the State of Iowa (the "Issuer") , for
value received, promises to pay from the source and as hereinafter
provided, on the maturity date indicated above, to
Item 9A, figure 1 = (Registration panel to be completed by
Registrar or Printer with name of Registered Owner) .
Item 10, figure 1 = or registered assigns, the principal sum
of (principal amount written out) Thousand Dollars in lawful money
of the United States of America, on the maturity date shown above,
only upon presentation and surrender hereof at the office of the
National Bank of Waterloo, Paying Agent of this issue, or its
successor, with interest on said sum from the date hereof until
paid at the rate per annum specified above, payable on May 1,
1990, and semiannually thereafter on the 1st day of November and
May in each year.
Interest and principal shall be paid to the registered holder
of the Bond as shown on the records of ownership maintained by the
Registrar as of the 15th day of the month next preceding such
interest payment date. Interest shall be computed on the basis of
a 360-day year of twelve 30-day months.
This Bond is issued pursuant to the provisions of Section
384 . 28 of the City Code of Iowa, for the purpose of paying costs
of the construction, reconstruction and repairing of street
improvements, the acquisition, installation or repair of traffic
control devices and the acquisition of real estate needed for such
purposes; the construction, reconstruction or repair of sidewalks
and pedestrian underpasses and overpasses, and the acquisition of
real estate needed for such purposes; the acquisition,
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AHLERS,COONEY,DORWEILER.HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
construction, reconstruction, extension, improvement or equipping
of facilities useful for the collection, treatment and disposal of
sewage and industrial waste in a sanitary manner and for the
collection and disposal of surface waters and streams; the
acquisition, construction, reconstruction, enlargement,
improvement or repair of bridges, culverts, retaining walls,
viaducts, underpasses, grade crossing separations and approaches
thereto; the acquisition, construction, reconstruction or
improvement of waterways, and real and personal property, useful
for the protection or reclamation of property situated within the
City from floods or high waters; the reconstruction, extension and
improvement of the Waterloo Municipal Airport; the rehabilitation
and improvement of existing City parks; the acquisition,
construction, reconstruction, enlargement, improvement and
equipping of the 5 Sullivan Brothers Convention Center and city
garages, including Street Department and Central Garage
improvements; the reconstruction, enlargement, improvement and
equipping of community recreation buildings, including the
Waterloo Recreation and Arts Center and the improvement and
equipping of the Old East Side Library facility and the Waterloo
Municipal Stadium, in conformity to a Resolution of the Council of
said City duly passed and approved.
Bonds maturing on and after May 1, 1999 are subject to call
prior to maturity from any funds regardless of source on any
interest payment date on or after November 1, 1998, in whole, or
from time to time in part, in inverse order of maturity and within
a maturity by lot upon terms of par and accrued interest by giving
thirty (30) days' notice of redemption to the registered owner of
the bond.
Notice hereunder may be given by registered mail to the owner
of record of the Bond at the address shown on the books of the
Registrar and shall be deemed complete upon mailing.
Ownership of this Bond may be transferred only by transfer
upon the books kept for such purpose by the National Bank of
Waterloo, the Registrar. Such transfer on the books shall occur
only upon presentation and surrender of this Bond at the office of
the Registrar, together with an assignment duly executed by the
owner hereof or his duly authorized attorney in the form as shall
be satisfactory to the Registrar. Issuer reserves the right to
substitute the Registrar and Paying Agent but shall, however,
promptly give notice to registered bondholders of such change.
All bonds shall be negotiable as provided in Article 8 of the
Uniform Commercial Code and Section 384 . 31 of the Code of Iowa,
subject to the provisions for registration and transfer contained
in the Bond Resolution.
This Bond is a "qualified tax-exempt obligation" designated by
the City for purposes of Section 265 (b) (3) (B) of the Internal
Revenue Code of 1986.
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AHLERS.COONEY.DORWEILER,H_1YNIE.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
And it is hereby represented and certified that all acts,
conditions and things requisite, according to the laws and
Constitution of the State of Iowa, to exist, to be had, to be
done, or to be performed precedent to the lawful issue of this
Bond, have been existent, had, done and performed as required by
law; that provision has been made for the levy of a sufficient
continuing annual tax on all the taxable property within the
territory of the Issuer for the payment of the principal and
interest of this Bond as the same will respectively become due;
that the faith, credit, revenues and resources and all the real
and personal property of the Issuer are irrevocably pledged for
the prompt payment hereof, both principal and interest; and the
total indebtedness of the Issuer including this Bond, does not
exceed the constitutional or statutory limitations.
IN TESTIMONY WHEREOF, the Issuer by its Council, has caused
this Bond to be signed by the facsimile signature of its Mayor and
attested by the facsimile signature of its City Clerk/Auditor,
with the seal of said City printed hereon, and to be authenticated
by the manual signature of an authorized representative of the
Registrar, the National Bank of Waterloo, of Waterloo, Iowa.
Item 11, figure 1 = Date of authentication:
Item 12 , figure 1 = This is one of the Bonds described in
the within mentioned Resolution, as
registered by the National Bank of
Waterloo.
Natio al, nk of terloo
By
Registrar
Item 13 , figure 1 = Registrar and Transfer Agent:
National Bank of Waterloo
Paying Agent:
National Bank of Waterloo
Item 14, figure 1 = (Seal)
Item 15, figure 1 = [Signature Block]
City of Waterloo, Iowa
By: ( facsimile signature )
Mayor
Attest: ( facsimile signature )
City Clerk/Auditor
Item 16, figure 2 = [Legend on AMBAC Indemnity Insured Bonds]
Municipal Bond Insurance Policy No. (the
"Policy") with respect to payments due for
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AHLERS,COONEY,DORWEILER.FLAME.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES,IOWA
principal of and interest on this bond has been
issued by AMBAC Indemnity Corporation ("AMBAC
Indemnity") . The Policy has been delivered to the
United States Trust Company of New York, New York,
New York, as the Insurance Trustee under said
Policy and will be held by such Insurance Trustee
or any successor insurance trustee. The Policy is
on file and available for inspection at the
principal office of the Insurance Trustee and a
copy thereof may be secured from AMBAC Indemnity or
the Insurance Trustee. All payments required to be
made under the Policy shall be made in accordance
with the provisions thereof. The owner of this
bond acknowledges and consents to the subrogation
rights of AMBAC Indemnity as more fully set forth
in the Policy.
Item 17, figure 2 = It is certified that the following is a
correct and complete copy of the opinion of bond
counsel issued as of the date of delivery of the
issue of which this Bond is a part.
(facsimile signature)
City Clerk/Auditor
[Opinion of Bond Counsel]
Item 18, figure 2 = [Assignment Block]
[Information Required for
Registration]
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and
transfers unto (Social Security or Tax
Identification No. ) the within Bond and does
hereby irrevocably constitute and appoint
attorney in fact to transfer the said Bond on the books kept for
registration of the within Bond, with full power of substitution
in the premises.
Dated
(Person(s) executing this Assignment sign(s) here)
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AHLERS,COONEY.DORWEILER,HAYNIE,SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
SIGNATURE )
GUARANTEED)
IMPORTANT - READ CAREFULLY
The signature(s) to this Power must correspond with the
name(s) as written upon the face of the certificate(s) or
bond(s) in every particular without alteration or enlargement
or any change whatever. Signature guarantee should be made
by a member or member organization of the New York Stock
Exchange, members of other Exchanges having signatures on
file with transfer agents or by a commercial bank or trust
company.
INFORMATION REQUIRED FOR REGISTRATION OF TRANSFER
Name of Transferee(s)
Address of Transferee(s)
Social Security or Tax
Identification Number of
Transferee(s)
Transferee is a(n) :
Individual* Corporation
Partnership Trust
*If the Bond is to be registered in the names of multiple
individual owners, the names of all such owners and one address
and social security number must be provided.
The following abbreviations, when used in the inscription on
the face of this Bond, shall be construed as though written out in
full according to applicable laws or regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship and not
as tenants in common
IA UNIF TRANS MIN ACT - Custodian
(Cust) (Minor)
under Iowa Uniform Transfers to
Minors Act
(State)
Section 13 . Contract Between Issuer and Purchaser. This
Resolution constitutes a contract between said City and the
purchaser of the Bonds.
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Section 14 . Non-Arbitrage Covenants. The Issuer reasonably
expects and covenants that no use will be made of the proceeds
from the issuance and sale of the Bonds issued hereunder which
will cause any of the Bonds to be classified as arbitrage bonds
within the meaning of Section 148 (a) and (b) of the Internal
Revenue Code of the United States, and that throughout the term of
said Bonds it will comply with the requirements of said statute
and regulations issued thereunder.
To the best knowledge and belief of the Issuer, there are no
facts or circumstances that would materially change the foregoing
statements or the conclusion that it is not expected that the
proceeds of the Bonds will be used in a manner that would cause
the Bonds to be arbitrage bonds. Without limiting the generality
of the foregoing, the Issuer hereby agrees to comply with the
provisions of the Tax Exemption Certificate and the provisions of
the Tax Exemption Certificate are hereby incorporated by reference
as part of this Resolution. The Treasurer is hereby directed to
make and insert all calculations and determinations necessary to
complete the Tax Exemption Certificate in all respects and to
execute and deliver the Tax Exemption Certificate at issuance of
the Bonds to certify as to the reasonable expectations and
covenants of the Issuer at that date.
Section 15. Payment Procedure Pursuant to Municipal Bond
Insurance Policy.
(A) As long as the bond insurance shall be in full
force and effect, the Issuer, the Trustee and any Paying
Agent agree to comply with the following provisions:
(a) if five (5) days prior to an Interest Payment
Date the Trustee or Paying Agent, if any, determines
that there will be insufficient funds in the Funds and
Accounts to pay the principal of or interest on the
Bonds on such Interest Payment Date, the Trustee or
Paying Agent, if any, shall so notify AMBAC Indemnity.
Such notice shall specify the amount of the anticipated
deficiency, the Bonds to which such deficiency is
applicable and whether such Bonds will be deficient as
to principal or interest, or both. If the Trustee or
Paying Agent, if any, has not so notified AMBAC
Indemnity five (5) days prior to an Interest Payment
Date, AMBAC Indemnity will make payments of principal or
interest due on the Bonds on or before the fifth (5th)
day next following the date on which AMBAC Indemnity
shall have received notice of nonpayment from the
Trustee or Paying Agent, if any.
(b) the Trustee or Paying Agent, if any, shall,
after giving notice to AMBAC Indemnity as provided in
(a) above, make available to AMBAC Indemnity and, at
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AMBAC Indemnity's direction, to the United States Trust
Company of New York, as insurance trustee for AMBAC
Indemnity or any successor insurance trustee (the
"Insurance Trustee") , the registration books of the
Issuer maintained by the Trustee or Paying Agent, if
any, and all records relating to the Funds and Accounts
maintained under this Resolution.
(c) the Trustee or Paying Agent, if any, shall
provide AMBAC Indemnity and the Insurance Trustee with a
list of registered owners of Bonds entitled to receive
principal or interest payments from AMBAC Indemnity
under the terms of the Municipal Bond Insurance Policy,
and shall make arrangements with the Insurance Trustee
(i) to mail checks or drafts to the registered owners of
Bonds entitled to receive full or partial interest
payments from AMBAC Indemnity and (ii) to pay principal
upon Bonds surrendered to the Insurance Trustee by the
registered owners of Bonds entitled to receive full or
partial principal payments from AMBAC Indemnity.
(d) the Trustee or Paying Agent, if any, shall, at
the time it provides notice to AMBAC Indemnity pursuant
to (a) above, notify registered owners of Bonds entitled
to receive the payment of principal or interest thereon
from AMBAC Indemnity (i) as to the fact of such
entitlement, (ii) that AMBAC Indemnity will remit to
them all or a part of the interest payments next coming
due upon proof of Bondholder entitlement to interest
payments and delivery to the Insurance Trustee, in form
satisfactory to the Insurance Trustee, of an appropriate
assignment of the registered owner's right to payment,
(iii) that should they be entitled to receive full
payment of principal from AMBAC Indemnity, they must
surrender their Bonds (along with an appropriate
instrument of assignment in form satisfactory to the
Insurance Trustee to permit ownership of such Bonds to
be registered in the name of AMBAC Indemnity) for
payment to the Insurance Trustee, and not the Trustee or
Paying Agent, if any, and (iv) that should they be
entitled to receive partial payment of principal from
AMBAC Indemnity, they must surrender their Bonds for
payment thereon first to the Trustee or Paying Agent, if
any, who shall note on such Bonds the portion of the
principal paid by the Trustee or Paying Agent, if any,
and then, along with an appropriate instrument of
assignment in form satisfactory to the Insurance Trustee
which will then pay the unpaid portion of principal.
(e) in the event that the Trustee or Paying Agent,
if any, has notice that any payment of principal of or
interest on a Bond which has become Due for Payment and
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AHLERS,COONEY.DORWEILER.HAYNIE.SMITH&ALLBEE
ATTORNEYS AT LAW DES MOINES.IOWA
which is made to a Bondholder by or on behalf of the
Issuer has been deemed a referential transfer and
theretofore recovered from its registered owner pursuant
to the United States Bankruptcy Code by a trustee in
bankruptcy in accordance with the final, nonappealable
order of a court having competent jurisdiction, the
Trustee or Paying Agent, if any, shall, at the time
AMBAC Indemnity is notified pursuant to (a) above,
notify all registered owners that in the event that any
registered owner's payment is so recovered, such
registered owner will be entitled to payment from AMBAC
Indemnity to the extent of such recovery if sufficient
funds are not otherwise available, and the Trustee or
Paying Agent, if any, shall furnish to AMBAC Indemnity
its records evidencing the payments of principal of and
interest on the Bonds which have been made by the
Trustee or Paying Agent, if any, and subsequently
recovered from registered owners and the dates on which
such payments were made.
(f) in addition to those, rights granted AMBAC
Indemnity under this Resolution, AMBAC Indemnity shall,
to the extent it makes payment of principal of or
interest on Bonds, become subrogated to the rights of
the recipients of such payments in accordance with the
terms of the Municipal Bond Insurance Policy, and to
evidence such subrogation (i) in the case of subrogation
as to claims for past due interest, the Trustee or
Paying Agent, if any, shall note AMBAC Indemnity's
rights as subrogee on the registration books of the
Issuer maintained by the Trustee or Paying Agent, if
any, upon receipt from AMBAC Indemnity of proof of the
payment of interest thereon to the registered owners of
the Bonds, and (ii) in the case of subrogation as to
claims for past due principal, the Trustee or Paying
Agent, if any, shall note AMBAC Indemnity's rights as
subrogee on the registration books of the Issuer
maintained by the Trustee or Paying Agent, if any, upon
surrender of the Bonds by the registered owners thereof
together with proof of the payment of principal thereof.
Section 16. Defeasance. In the event that the principal
and/or interest due on the Bonds shall be paid by AMBAC Indemnity
pursuant to the Municipal Bond Insurance Policy, the Bonds shall
remain Outstanding for all purposes, not be defeased or otherwise
satisfied and not be considered paid by the Issuer and the
covenants, agreements and other obligations of the Issuer to the
registered owners shall continue to exist and shall run to the
benefit of AMBAC Indemnity, and AMBAC Indemnity shall be
subrogated to the rights of such registered owners.
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AMBAC Indemnity will allow the following obligations to
be used for defeasance purposes and investing, and receiving
credit for, accrued and capitalized interest:
(a) Cash or
(b) Direct obligations of (including obligations issued
held in book entry form on the books of) the
Department of Treasury of the United States of
America.
Section 17 . Consent.
A. Consent of AMBAC Indemnity
Any provision of this Resolution expressly recognizing
or granting rights in or to AMBAC Indemnity may not be
amended in any manner which affects the rights of AMBAC
Indemnity hereunder without the prior written consent of
AMBAC Indemnity.
B. Consent of AMBAC Indemnity in Addition to Bondholder
Consent
AMBAC Indemnity's consent shall be required in addition
to Bondholder consent, when required, for the execution and
delivery of any supplemental resolution or any amendment,
supplement or change to or modification of other documents
relating to the security for the Bonds.
C. Notices to AMBAC.
AMBAC shall receive a copy of any notice to be given to
the registered owners of the Bonds, including, without
limitation, notification of any redemption of or the
defeasance of Bonds, and any certificate rendered pursuant to
this Resolution relating to the security for the Bonds.
Section 18 . Parties Interested Herein. Nothing in this
Resolution, expressed or implied, is intended or shall be
construed to confer upon or to give to, any person or entity,
other than the Issuer, AMBAC Indemnity and the registered owners
of the Bonds, any right, remedy or claim under or by reason of
this Resolution or any covenant, condition or stipulation hereof,
and all covenants, stipulations, promises and agreements in this
Resolution contained by and on behalf of the Issuer shall be for
the sole and exclusive benefit of the Issuer, AMBAC Indemnity and
the registered owners of the Bonds.
Section 19 . Permitted Investments. AMBAC will allow the
following obligations to be used as Permitted Investments for all
purposes other than: (i) investments in escrow accounts, and (ii)
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AHLERS,COONEY,DORWEILER,HAY`IE,SMITH&ALLBEE
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investing, and receiving credit for, accrued and capitalized
interest:
(1) direct obligations of (including obligations issued
or held in book entry form on the books of) the
Department of Treasury of the United States of
America;
(2) obligations of any of the following federal
agencies which obligations represent full faith and
credit of the United States of America, including:
- Export - Import Bank
- Farmers Home Administration
- General Services Administration
- U.S. Maritime Administration
- Small business Administration
- Government National Mortgage Association (GNMA)
- U.S. Department of Housing & Urban Development
(PHA's)
- Federal Housing Administration;
(3) bonds, notes or other evidences of indebtedness
rated "AAA" by Standard & Poor's Corporation and
"Aaa" by Moody's Investor Services issued by the
Federal National Mortgage Association or the
Federal Home Loan Mortgage Corporation with
remaining maturities not exceeding three years;
(4) U.S. dollar denominated deposit accounts, federal
funds and banker's acceptances with domestic
commercial banks which have a rating on their short
term certificates of deposit on the date of
purchaser of "A-1" or "A-1+" by Standard & Poor's
and "P-1" by Moody's and maturing no more than 360
days after the date of purchase. (Ratings on
holding companies are not considered as the rating
of the bank) ;
(5) commercial paper which is rated at the time of
purchase in the single highest classification,
"A-1+" by Standard & Poor's and "P-1" by Moody's
Investor Services and which matures not more than
270 days after the date of purchase;
(6) Investments in a money market fund rated "AAAm" or
"AAAm-G" or better by Standard & Poor's
Corporation;
(7) Pre-refunded municipal obligations defined as
follows:
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