HomeMy WebLinkAboutordinance.council.018-87 ORDINANCE NO. /~
(Series of 1987)
AN ORDINANCE AUTHORIZING THE ISSUANCE BY THE CITY
OF ASPEN, COLORADO, OF ITS GENERAL OBLIGATION
ELECTRIC BONDS (MAROON CREEK HYDROELECTRIC
GENERATING PROJECT) SERIES 1987 IN THE PRINCIPAL
AMOUNT OF $525,000, FOR THE PURPOSE OF PROVIDING
FUNDS FOR THE ACQUISITION, CONSTRUCTION,
IMPROVEMENT AND INSTALLATION OF CERTAIN
HYDROELECTRIC GENERATING FACILITIES IN THE VICINITY
OF THE T-LAZY 7 RANCH, TOGETHER WITH ALL NECESSARY
INCIDENTAL AND APPURTENANT COSTS AND EXPENSES
INCURRED IN CONNECTION THEREWITH; PRESCRIBING THE
~ FORM OF SAID BONDS; DESIGNATING THE BONDS AS
QUALIFIED TAX-EXEMPT OBLIGATIONS; PROVIDING FOR THE
SALE OF SAID BONDS; ESTABLISHING CERTAIN FUNDS WITH
RESPECT THERETO; PROVIDING A PLEDGE OF THE FULL
FAITH AND CREDIT OF THE CITY AS SECURITY FOR SAID
BONDS; APPOINTING A PAYING AGENT FOR SAID BONDS;
AND PROVIDING OTHER DETAILS IN CONNECTION WITH SAID
BONDS.
WHEREAS, the City of Aspen, in the County of Pitkin and
State of Colorado (the "City"), is a municipal corporation _
duly organized and existing as a home rule city pursuant to
Article XX of the Constitution of the State of Colorado and
the Charter of the City (the "Charter"); and
WHEREAS, a portion of Section 10.3 of the Charter
provides in relevant part as follows:
that securities issued for acquiring
utilities and rights thereto, or acquiring,
improving or extending any municipal utility
system, or any combination of such purposes, may
be issued without an election.
; and
WHEREAS, a portion of Section 10.4 of the Charter
provides in relevant part as follows:
The city shall not become indebted for any
purpose or in any manner in an amount which,
including existing indebtedness, shall exceed
twenty (20) percent of the assessed valuation of
the taxable property within the city, as shown by
the last preceding assessment for city purposes;
provided, however, that in determining the
limitation of the city's power to incur
indebtedness there shall not be included bonds
issued for the acquisition or extension of
public utilities;
; and
WHEREAS, the City Council (the "Council") of the City
hereby determines that it is in the best interest of the City
to finance the acquisition, construction, improvement and
installation of a municipal utility system consisting of a
hydroelectric generating facility in the vincinity of the
T-Lazy 7 Ranch (the "Project"); and
WHEREAS, the Council hereby determines to issue its
"City of Aspen, Colorado, General Obligation Electric Bonds
(Maroon Creek Hydroelectric Generating Project) Series 1987"
(the "Bonds") in the aggregate principal amount of $525,000,
in order to provide a portion of the funds necessary for the
acquisition, construction, improvement and installation of
the Project, together with all necessary incidental and
-appurtenant costs and expenses incurred in connection
therewith, the Bonds to be general obligations of the City
and secured by the full faith and credit thereof; and
WHEREAS, the Council hereby determines to sell the Bonds
to Kirchner Moore & Company (the "Underwriter") as provided
herein; and
WHEREAS, it is now necessary by ordinance to authorize
the issuance, sale and delivery of the Bonds, and to provide
for the details of and the security for the Bonds;
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN,
COLORADO THAT:
Section 1. In this Ordinance, the following words and
phrases shall have the following meanings:
"Bond Fund" means the Bond Fund established pursuant to
Section 9 hereof.
"Bond Proceeds Account" means the Bond Proceeds Account
established pursuant to Section 9 hereof.
"Bond Year" means the one-year period beginning on the
date of the Bonds and ending the day before the first
anniversary date of the date of the Bonds, and each one-year
period thereafter.
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"Bondowner" or "Owner" or "Owner of Bonds" means the
person or persons in whose name or names a Bond shall be
registered on the registration books of the City maintained
by the Paying Agent.
"Bonds" means "City of Aspen, Colorado, General
Obligation Electric Bonds (Maroon Creek Hydroelectric
Generating Project) Series 19~87.''
"Charter" means the Home Rule Charter of the City.
"City" means the City of Aspen, Colorado.
"Code" means the Internal Revenue Code of 1986, as
amended.
"Council" means the City Council of the City.
"Governmental Obligations" means direct general
obligations of, or obligations the payment of the principal
of and interest on which are unconditionally guaranteed by,
the United States of America.
"Investment Instructions" means the letter of
instructions provided to the City on the date of issue of the
Bonds in accordance with Section 12 hereof.
"Ordinance" means this Ordinance and any supplements
hereto as may be adopted by the Council.
"Paying Agent" means The Colorado National Bank of
Denver, Denver, Colorado, which financial institution has
been appointed by the City as Paying Agent for the Bonds, and
any successor or additional paying agents with respect
thereto.
"Project" means the acquisition, construction,
improvement and installation of a municipal utility system
consisting of a hydroelectric generating facility in the
vicinity of the T-Lazy 7 Ranch.
"Rebate Fund" means the Rebate Fund established pursuant
to Section 12 hereof.
"Rebate Income Account" means the Rebate Income Account
established pursuant to Section 12 hereof.
"Rebate Principal Account" means the Rebate Principal
Account established pursuant to Section 12 hereof.
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"Record Date" means the 15th day of the month prior to
interest payment date with respect to the Bonds.
"Underwriter" means Kirchner Moore & Company.
Section 2. For the purpose of providing funds to
finance the Project, together with all necessary incidental
appurtenant costs and expenses incurred in connection
therewith, the City shall issue the Bonds in the aggregate
principal amount of $525,000. The principal of, premium, if
and interest on the Bonds shall be payable from and
secured by a pledge of the full faith and credit of the City,
more particularly hereinafter set forth.
Section 3. The Bonds shall be issued as fully
registered bonds without coupons in the denomination of
or any integral multiple thereof. The Bonds shall be
as of August 1, 1987 and shall bear interest payable
semiannually from their date or such later date as to which
interest has been paid on each May 1 and November 1,
commencing November 1, 1987.
The Bonds shall bear interest at the rates (per annum),
in the principal amounts and mature in the years
specified as follows:
Maturity
(November 1) Principal Amount Interest Rate
1988 $25,000
1989 25,000 ~-.
1990 25,000
1991 25,000
1992 30,000 S, 90
1993 30,000
1994 30,000
1995 35,000
1996 35,000 ~,~--~
1997 40,000
1998 40,000
1999 ~~O,~
2000 45,000
2001 50,000
7,~0
2002 ~5,009 ~--O,
The principal of, premium, if any, and interest on the
shall be payable in lawful money of the United States
America. The principal of and premium, if any, on the
are payable at the principal corporate trust office of
Paying Agent in Denver, Colorado. Interest on any Bond
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is payable by check or draft of the Paying Agent mailed on
the interest payment date to the Owner thereof at his or her
address as it appears on the registration books of the City
or at such other address as is furnished to the Paying Agent
in writing by such Owner as of the Record Date. If any Bond
shall remain unpaid upon presentation at maturity, interest
shall continue to accrue until paid at the rate designated in
the Bond.
Section 4. The Paying Agent is hereby appointed bond
registrar for the City for purposes of the Bonds, and the
City hereby approves the execution and delivery of a paying
agency agreement to be in form and substance satisfactory to
the City Attorney of the City. The Mayor is hereby
authorized and directed to execute and deliver the paying
agency agreement, and the City Clerk is hereby authorized and
directed to attest the paying agency agreement and affix the
seal of the City thereto. The Paying Agent shall maintain on
behalf of the City books for the purpose of registration and
transfer of Bonds, and such books shall specify the persons
entitled to the Bonds and the rights evidenced thereby, and
all transfers of Bonds and the rights evidenced thereby.
Bonds may be transferred or exchanged without cost, except
for any tax or governmental charge required to be paid with
respect to such transfer or exchange and any cost of printing
bonds in connection therewith, at the principal corporate
trust office of the Paying Agent. Bonds may be exchanged for _
a like aggregate principal amount of Bonds of other
authorized denominations of the same maturity and interest
rate. Upon surrender for transfer of any Bond, duly endorsed
for transfer or accompanied by an assignment duly executed by
the Owner or his or her attorneys duly authorized in writing,
the City shall execute and the Paying Agent shall
authenticate and deliver in the name of the transferee or
transferees a new Bond or Bonds of the same maturity and
interest rate for a like aggregate principal amount. The
person in whose name any Bond shall be registered shall be
deemed and regarded as the absolute Owner thereof for all
purposes.
Section 5. The Bonds maturing on and after November 1,
1995 shall be subject to redemption, at the option of the
City, in whole or in part, and if in part, in inverse order
of maturities and by lot within a maturity, on November 1,
1994, and on any May 1 or November 1 thereafter, at a
redemption price of 101~ of the principal amount thereof plus
accrued interest to the redemption date.
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Notice of any redemption shall be given by the Paying
Agent in the name of the City by sending a copy of such
notice by certified or registered first-class, postage
prepaid mail, at least thirty (30) days prior to the
redemption date, to the Owners of each of the Bonds being
redeemed. Such notice shall specify the number or numbers of
the Bonds to be redeemed and their redemption date. If any
of the Bonds shall have been duly called for redemption and
if on or before the redemption date there shall have been
deposited with the Paying Agent into the Bond Fund funds
sufficient to pay the redemption price of such Bonds at the
redemption date, then said Bonds shall become due and payable
at such redemption date, and from and after such date
interest will cease to accrue thereon. Any Bonds redeemed
prior to their maturity shall not be reissued and shall be
cancelled in the same manner as Bonds paid at or after
maturity.
Section 6. The Bonds shall be executed in the name and
on behalf of the City with the manual or facsimile signature
of the Mayor or Mayor Pro Tem, shall bear a manual or
facsimile of the seal of the City and shall be attested by
the manual or facsimile signature of the City Clerk or Deputy
or Assistant City Clerk. Should any officer whose manual or
facsimile signature appears on the Bonds cease to be such
officer before delivery of any Bond, such manual or facsimile
signature shall nevertheless be valid and sufficient for all
purposes. The Mayor and the City Clerk are hereby authorized
and directed to prepare and to execute the Bonds in
accordance with the requirements of this Ordinance. When the
Bonds have been duly executed, the officers of the City are
authorized to, and shall, deliver the Bonds to the Paying
Agent for authentication. No Bond shall be secured by this
Ordinance or entitled to the benefit hereof, or shall be
valid or obligatory for any purpose, unless the certificate
of authentication of the Paying Agent, in substantially the
form set forth in this Ordinance, has been duly executed by
the Paying Agent. Such certificate of the Paying Agent upon
any Bond shall be conclusive evidence and the only competent
evidence that such Bond has been authenticated and delivered
hereunder. The Paying Agent's certificate of authentication
shall be deemed to have been duly executed by it if manually
signed by an authorized signatory of the Paying Agent, but it
shall not be necessary that the same signatory sign the
certificate of authentication on all of the Bonds issued
hereunder.
Upon the authentication of the Bonds, the Paying Agent
shall deliver the same to the Underwriter or its designees as
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directed by the City as hereinafter provided. Prior to the
delivery by the Paying Agent of the Bonds, there shall be
filed with the Paying Agent the following:
(a) A certified copy of this Ordinance.
(b) A request and authorization to the Paying
Agent on behalf of the City and signed by the Mayor to
authenticate and deliver the Bonds to the Underwriter
upon payment to the City of a sum specified in such
request and authorization plus accrued interest thereon
to the date of delivery. The proceeds of such payment
shall be paid over to the City and deposited as provided
in this Ordinance.
(c) A policy of municipal bond insurance insuring
the payment of the principal of and interest on the
Bonds, when due, issued by Municipal Bond Investors
Assurance Corporation.
If any outstanding Bond shall become mutilated, lost,
stolen or destroyed, the City shall execute a new Bond of
like maturity, interest rate and denomination to that
mutilated, lost, stolen or destroyed, provided that, in the
case of any mutilated Bond, such mutilated Bond shall first
be surrendered to the City, and in the case of any lost,
stolen or destroyed Bond, there shall be first furnished to
the City evidence of such loss, theft or destruction
satisfactory to the City, together with an indemnity
satisfactory to the City. In the event any such Bond shall
have matured, instead of issuing a duplicate Bond, the City
may pay the same without surrender thereof, making such
requirements as its deems fit for its protection, including a
lost instrument bond. The City may charge the Owner of such
Bond with its reasonable fees and expenses in this connection.
Section 7. The Bonds shall be substantially in the form
hereinafter set forth, with such variations, omissions and
insertions as are permitted or required by this Ordinance.
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(Form of Bond)
[FRONT OF BOND]
UNITED STATES OF AMERICA
STATE OF COLORADO
COUNTY OF PITKIN
CITY OF ASPEN
GENERAL OBLIGATION ELECTRIC BOND
(MAROON CREEK HYDROELECTRIC GENERATING PROJECT)
SERIES 1987
No. R $
INTEREST RATE: MATURITY DATE: ORIGINAL ISSUE DATE: CUSIP: August 1, 1987
REGISTERED OWNER:
PRINCIPAL SUM: DOLLARS
The CITY OF ASPEN, in the County of Pitkin and State of
Colorado (the "City"), for value received, hereby promises to
pay to the order of the Registered Owner named above, or
registered assigns, on the Maturity Date stated above, the _
Principal Sum stated above, with interest thereon from the
Original Issue Date stated above or such later date as to
which interest has been paid at the Interest Rate per annum
stated above, payable on November 1, 1987, and semiannually
thereafter on the 1st day of May and the 1st day of November
of each year, the principal of and premium, if any, on this
Bond being payable at the principal corporate trust office of
The Colorado National Bank of Denver, in Denver, Colorado, as
Paying Agent, or its successor (the "Paying Agent"), and the
interest hereon to be paid to such person as is the
Registered Owner hereof as of the close of business at the
principal corporate trust office of the Paying Agent on the
Record Date by check or draft of the Paying Agent mailed on
the interest payment date to said Registered Owner. The
Record Date is the 15th day of the month (whether or not a
business day) preceding any interest payment date. All
payment of the principal of, premium, if any, and interest on
this Bond shall be made in lawful money of the United States
of America.
REFERENCE IS MADE TO THE FURTHER PROVISIONS OF THIS BOND
SET FORTH ON THE REVERSE HEREOF WHICH SHALL FOR ALL PURPOSES
HAVE THE SAME EFFECT AS THOUGH FULLY SET FORTH HEREIN.
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This Bond shall not be entitled to any benefit under the
Ordinance, or become valid or obligatory for any purpose,
until the Paying Agent shall have signed the certificate of
authentication hereon.
This Bond is a "Qualified Tax-Exempt Obligation" within
the meaning of Section 265 of the Internal Revenue Code of
1986, as amended.
IN WITNESS WHEREOF, the City of Aspen, Colorado, has
caused this Bond to be signed with the manual or facsimile
signature of its Mayor, sealed with the impression of its
seal or a facsimile thereof, and attested with the manual or
facsimile signature of its City Clerk.
[SEAL] CITY OF ASPEN, COLORADO
By
Attest: Mayor
By
City Clerk
(Form of Paying Agent's Certificate of Authentication)
Date of Authentication:
This is one of the Bonds described in the Ordinance
described herein.
THE COLORADO NATIONAL BANK OF
DENVER, as Paying Agent
By (Manual Signature)
Authorized Officer
(End of Form of Paying Agent's
Certificate of Authentication)
[BACK OF BOND]
This Bond is one of a duly authorized series of Bonds
designated "City of Aspen, Colorado, General Obligation
Electric Bonds (Maroon Creek Hydroelectric Generating
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Project) Series 1987" (the "Bonds"), limited in aggregate
principal amount to $525,000, issued under and pursuant to
the Constitution and laws of the State of Colorado, the home
rule charter of the City of Aspen, Colorado, and an ordinance
duly adopted by the City Council of the City (the
"Ordinance") prior to the issuance hereof. The Bonds are
being issued by the City for the purpose of providing funds
for the acquisition, construction, improvement and
installation of a hydroelectric generating facility in the
vicinity of the T-Lazy 7 Ranch and for payment of all
necessary incidental and appurtenant costs and expenses
incurred in connection therewith.
The principal of, premium, if any, and interest on the
Bonds, including this Bond, shall be payable from and secured
by a pledge of the full faith and credit of the City.
The Bonds are issuable solely in the form of fully
registered bonds, without coupons, in the denomination of
$5,000 or any integral multiple thereof. This Bond may be
transferred or exchanged at the principal corporate trust
office of the Paying Agent in Denver, Colorado, but only in
the manner, subject to the limitations and upon payment of
the charges provided in the Ordinance (including any tax or
governmental charge required to be paid with respect thereto
and any cost of printing bonds in connection therewith), and
upon surrender and cancellation of this Bond. Upon surrender _
for any transfer, duly endorsed for transfer or accompanied
by an assignment duly executed by the Registered Owner hereof
or his or her attorneys duly authorized in writing, a new
registered Bond or Bonds of the same maturity and interest
rate and of authorized denomination or denominations ($5,000
and integral multiples thereof) for the same aggregate
principal amount will be issued to the transferee in exchange
therefor. In addition, this Bond may be exchanged for a like
aggregate principal amount of Bonds of other authorized
denominations of the same maturity and interest rate. The
City and the Paying Agent may deem and treat the Registered
Owner hereof as the absolute owner hereof (whether or not
payment on this Bond shall be overdue) for the purpose of
receiving payment of or on account of principal hereof,
premium, if any, and interest due hereon and for all other
purposes, and neither the City nor the Paying Agent shall be
affected by any notice to the contrary.
The Bonds maturing on and after November 1, 1995 are
subject to redemption, at the option of the City, in whole or
in part, and if in part, in inverse order of maturities and
by lot within a maturity, on November 1, 1994, and on any
May 1 or November 1 thereafter, at a redemption price of 101~
of the principal amount thereof plus accrued interest to the
redemption date.
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Redemption shall be made upon not less than thirty (30)
days prior notice by sending a copy of such notice by
certified or registered first-class, postage prepaid mail at
least thirty (30) days prior to the redemption date specified
in such notice to the Registered Owners of each of the Bonds
being redeemed. Such notice shall specify the number or
numbers of the Bonds so to be redeemed and the redemption
date. If this Bond shall have been duly called for
redemption, and if on or before the redemption date there
shall have been deposited with the Paying Agent funds
sufficient to pay the redemption price of this Bond at the
redemption date, then this Bond shall become due and payable
at such redemption date, and interest hereon shall cease to
accrue.
It is hereby certified, recited and declared that all
conditions and acts required to be performed precedent to and
in the adoption of the Ordinance, and the issuance of this
Bond, have been performed in due time, form and manner as
required by law; and that the issuance of this Bond and the
series of which it forms a part does not exceed or violate
any constitutional, statutory or home rule charter limitation
or requirement applicable hereto.
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[Form of Assignment]
ASSIGNMENT
FOR VALUE RECEIVED the undersigned transfers unto
(Tax Identification or Social Security
No. ) this Bond of the City of Aspen, Colorado, and
does hereby irrevocably constitute and appoint ,
Attorney to transfer this Bond on the books kept for the
registration thereof, with full power of substitution in the
premises.
Dated:
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.
[Form of Bond Counsel Opinion to be inserted here]
[Insert Statement of Insurance]
(End of Form of Bond)
Section 8. The Bonds, when executed as provided by law,
shall be delivered to the Underwriter upon receipt of
$57~-00.~, plus accrued interest from August 1, 1987 to the
date of delivery thereof. Such sale of the Bonds is hereby
found to be to the best advantage of the City and is hereby
approved.
The proceeds of the Bonds shall be used exclusively for
payment of the cost of the Project and all necessary
incidental and appurtenant costs and expenses incurred in
connection therewith and for payment of the costs of issuing
the Bonds.
Neither the Underwriter nor the subsequent Owner or
Owners of any of the Bonds shall be responsible for the
application or disposal of the funds derived from the sale
thereof by the City or any of its officers. The issuance of
the Bonds by the City shall constitute a warranty by and on
behalf of the City, for the benefit of each and every Owner
of the Bonds, that the Bonds have been issued for a valuable
consideration in full conformity with law.
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The Preliminary Official Statement dated July 21, 1987
relating to the Bonds is hereby approved and the use thereof
by the Underwriter is hereby ratified and confirmed. The
Mayor is authorized and directed to execute and deliver a
final Official Statement in substantially the form of the
Preliminary Official Statement.
Section 9. The "City of Aspen, Colorado, General
Obligation Electric Bonds (Maroon Creek Hydroelectric
Generating Project) Series 1987 Bond Fund" is hereby created
by the City and ordered established and held by the Paying
Agent as a trust fund for the benefit of the Owners of the
Bonds. The "City of Aspen, Colorado, General Obligation
Electric Bonds (Maroon Creek Hydroelectric Generating
Project) Series 1987 Bond Proceeds Account" is hereby created
by and established with the City.
Upon the issuance, sale and delivery of the Bonds, the
accrued interest on the Bonds from August 1, 1987 to the date
of delivery of and payment for the Bonds shall be deposited
into the Bond Fund. The remaining proceeds from the sale of
the Bonds will be deposited into the Bond Proceeds Account.
In addition, there shall be deposited by the City into
the Bond Fund at least fifteen days prior to each principal
and interest payment date, sums sufficient to pay the
principal of, premium, if any, and interest on the Bonds when
due. The Paying Agent shall use moneys in the Bond Fund
solely for the purpose of paying the principal, premium, if
any, and interest on the Bonds when due. Moneys on deposit
in the Bond Proceeds Account will be used by the City solely
for payment of the cost of the Project and all necessary
incidental and appurtenant costs and expenses incurred in
connection therewith and for payment of the costs of issuing
the Bonds.
Section 10. The full faith and credit of the City are
hereby pledged as security for the payment of the principal
of, premium, if any, and interest on the Bonds.
Section 11. In furtherance of said pledge of the full
faith and credit of the City, it is hereby irrevocably
covenanted and agreed that if at any time while any of the
Bonds remain outstanding, the payments required to be made
into the Bond Fund pursuant to Section 9 hereof are not made
in strict accordance with the terms thereof, the Council
shall promptly pass and adopt supplementary or emergency
appropriation ordinances or resolutions and make such
allocations and deposits of moneys from general funds of the
City to the Bond Fund as are necessary to bring the amount on
deposit in the Bond Fund to the level at which it would have
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been had the City strictly complied with the provisions of
said Section 9. Said actions shall be initiated at the first
regular or special meeting of the Council subsequent to such
event and completed as promptly as possible. Thereafter,
said appropriations, allocations and deposits shall continue
to be made in such amounts and with sufficient frequency to
assure that the sums of money required to be deposited into
the Bond Fund, together with other moneys on deposit in the
Bond Fund, shall be sufficient to pay the principal of,
premium, if any, and interest on the Bonds when due.
Section 12. There is hereby created and established
with the City a separate fund to be designated the "City of
Aspen, Colorado, General Obligation Electric Bonds (Maroon
Creek Hydroelectric Generating Project) Series 1987 Rebate
Fund," which shall be expended in accordance with the
provisions hereof and the Investment Instructions, and there
is further established within said Rebate Fund the Rebate
Principal Account and the Rebate Income Account. The City
shall make deposits and disbursements from the Rebate Fund in
accordance with the Investment Instructions, shall inve~t the
Rebate Fund pursuant to said Investment Instructions and
shall deposit income from said investments immediately upon
receipt thereof in the Rebate Income Account, all as set
forth in the Investment Instructions. The City shall employ,
at its expense, a person or firm with recognized expertise in
the area of rebate calculations, which person or firm shall
make the calculations, deposits, disbursements and
investments as may be required by the immediately preceding
sentence. The Investment Instructions may be superseded or
amended by new Investment Instructions drafted by, and
accompanied by an opinion of, nationally recognized bond
counsel addressed to the City to the effect that the use of
said new Investment Instructions will not cause the interest
on the Bonds to become includible in gross income for the
purposes of federal income taxation.
The City shall annually make the rebate deposit
described in the Investment Instructions. Records of the
determinations required by this Section 12 and the Investment
Instructions shall be retained by the City until six (6)
years after the final retirement of the Bonds.
The City hereby elects, pursuant to Section 148(f)(4) of
the Code, to have investment earnings in the Bond Fund
commingled with earnings on the other funds and accounts
established pursuant to this Ordinance for purposes of the
rebate calculations of the Code.
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Not later than thirty (30) days after the end of the
fifth Bond Year and every five (5) years thereafter, the City
shall pay to the United States of America ninety percent
(90~) of the amount required to be on deposit in the Rebate
Principal Account as of such payment date and one hundred
percent (10OK) of the amount on deposit in the Rebate Income
Account as of such payment date. Not later than sixty (60)
days after the final retirement of the Bonds, the City shall
pay to the United States of America one hundred percent
(100K) of the balance remaining in the Rebate Principal
Account and the Rebate Income Account. Each payment required
to be paid to the United States of America pursuant to this
Section 12 shall be filed with the Internal Revenue Service
Center, Philadelphia, Pennsylvania 19255. Each payment shall
be accompanied by a copy of the Internal Revenue Form 8038-G
originally filed with respect to the Bonds and a statement
summarizing the determination of the amount to be paid to the
United States of America.
Section 13. Any moneys on deposit in the Bond Fund
shall be invested only in obligations, securities or
instruments which are legal investments for funds of the
City. All earnings, income, profits and losses shall be
credited thereto.
The City covenants that it shall not use or permit the
use of any proceeds of the Bonds or any other funds of the
City from whatever source derived, directly or indirectly, to
acquire any securities or obligations and shall not take or
permit to be taken any other action or actions, which would
cause any of the Bonds to be an "arbitrage bond" within the
meaning of Section 148 of the Code, or would otherwise cause
the interest on the Bonds to be includible in gross income
for federal income tax purposes. The City covenants that it
shall at all times do and perform all acts and things
permitted by law and which are necessary or desirable in
order to assure that interest paid by the City on the Bonds
shall, for purposes of federal income taxation, not be
includible in gross income under the Code or any other valid
provision of law.
In particular, but without limitation, the City further
represents, warrants and covenants to comply with the
following restrictions of the Code, unless it receives an
opinion of nationally recognized bond counsel stating that
such compliance is not necessary:
(a) Gross proceeds of the Bonds will not be used
in a manner which will cause the Bonds to be considered
"private activity bonds" within the meaning of the Code.
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(b) The Bonds are not and shall not become
directly or indirectly "federally guaranteed."
(c) The City shall timely file Internal Revenue
Form 8038-G which shall contain the information required
to be filed pursuant to Section 149(e) of the Code.
(d) The City shall comply with the Investment
Instructions delivered to it on the date of issue of the
Bonds with respect to the application and investment of
Bond proceeds, subject to Section 12 hereof.
The City represents that it reasonably anticipates to
issue (or has issued), together with governmental entities
which derive their issuing authority from the City or are
subject to substantial control by the City, not more than an
aggregate total of $10,000,000 of governmental or qualified
section 501(c)(3) organization bonds (as defined in the Code)
during calendar year 1987. The City recognizes that
governmental bonds include tax-exempt obligations such as
notes, leases, loans and warrants. The City hereby
designates the Bonds as qualified tax-exempt obligations
within the meaning of Section 265 of the Code allowing banks,
thrift institutions and other financial institutions to avoid
the loss of 100K of any otherwise available interest
deduction in direct proportion to such institutions'
tax-exempt holdings. _
Section 14. The Bonds may be refunded at the discretion
and by action of the Council, subject to provisions
concerning their payment and any other contractual
limitations set forth in this Ordinance, as authorized and
permitted by the Charter. A Bond shall not be deemed to be
outstanding hereunder if it shall have been paid and
cancelled or if cash funds or Governmental Obligations shall
have been deposited in trust with an escrow agent for the
payment thereof (whether upon or prior to the maturity of any
such Bond). In computing the amount of the deposit described
above, the City may include interest to be earned on the
Governmental Obligations.
Section 15. The City hereby appoints The Colorado
National Bank of Denver, in Denver, Colorado, as the Paying
Agent and bond registrar for the Bonds. The City shall
transfer to the Paying Agent, for deposit into the Bond Fund,
in immediately available funds, such amounts as are required
to pay the principal of, premium, if any, and interest on the
Bonds as and when the same become due.
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Section 16. The officers of the City are authorized and
directed to take all action necessary or appropriate to
effectuate the provisions of this Ordinance, including,
without limiting the generality of the foregoing, the
printing of the Bonds and the execution of such certificates
may be required by the Underwriter relating to, but not
limited to, the signing of the Bonds, the use of the proceeds
thereof, the tenure and identity of the municipal officials,
the receipt of the Bonds' purchase price, and the absence of
litigation, pending or threatened, if in accordance with the
facts, affecting the validity thereof.
Section 17. If any provision of this Ordinance shall be
held or deemed to be or shall, in fact, be illegal,
inoperative or unenforceable, the same shall not affect any
other provision or provisions hereof or render the same
invalid, inoperative or unenforceable to any extent whatever.
Section 18. This Ordinance will be governed by and
construed in accordance with the laws of the State of
Colorado.
Section 19. All ordinances or resolutions, or parts
thereof, in conflict with this Ordinance are hereby
repealed. This repealer shall not be construed to revive any
ordinance or part of any ordinance heretofore repealed.
After the Bonds have been issued, this Ordinance shall be and _
remain irrepealable until the Bonds and the interest thereon
shall be fully paid, satisfied and discharged in the manner
herein provided, or sufficient provision shall have been made
for such payment, satisfaction and discharge such that no
Bonds are deemed to be outstanding hereunder.
Section 20. A public hearing on this Ordinance shall be
held on the 27th day of July 1987, at .m. in the
City Council Chambers, Aspen City Hall, Aspen, Colorado.
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INTRODUCED, READ AND ORDERED published as provided by
law by the City Council of the City of Aspen on the 27th~ay
of April 1987 ~ . ·
[SEAL] By ,
Mayor
Attest:
City C1
FINALLY adopted, passed and approved this 27th day of
[SEAL] By
Mayor
Attest:
City Cl~ '~--
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