HomeMy WebLinkAbout16 of 1977 - A resolution authorizing the issuance and providing for the sale of $182,000 Special Improvement Bon 16
Resoletion No.
By ...Jennings_Plullips...Jr.
Authorizing the issuance and providing
for the sale of $182,000 Special
Improvement Bonds of.Special
Improvement District No. 516.
Presented to the Board of CommissionerB
AND PASSED •
FEB 9 1977
•
CITY RECORD,
A regular meeting of the Board of Commissioners of
9th
Salt Lake City, Utah, was. held on Wednesday , the [8#1
February
day of may, 1977, at the hour of 10:00 o'clock A.M. at
Room 301, City and County Building, Salt Lake City, Utah,
being the regular meeting place of said Commission, at which
meeting there were present and answering roll call the
following members who constituted a quorum:
Ted L. Wilson Commissioner - Mayor
Jess A. Agraz Commissioner
Glen N. Greener Commissioner
Herman J. Hogensen Commissioner
Jennings Phillips, Jr. Commissioner
Also present:
Lawrence A. Jdnes City Auditor
Mildred V. Higham City Recorder
Walter R. Miller Assistant City Attorney
Absent:
None
Thereupon, the following proceedings, among others,
were duly had and taken.
A report was made to the Commission on the bids
which had been received by the City on January 26, 1977, for
the purchase of Special Improvement District No. 516 bonds.
It was reported that the bids were as follows:
ROLL CALL
VOTING Aye Nay
Mr.Chairman . .
Agraz
Greener
Hogensen
Phillips
Result I ,/
•
-2-
•
Names of Bidders Maturities Interest Rates Premium
E. F. Hutton & Company 1978-1984 5.62% 0
1985-1986 5.25
Hanifen, Imhoff & 1978-1979 5,15 0
Samford, Inc. 1980-1982 5.00
1983-1984 4.75
1985 4.80
1986 5.00
Dean Witter & Co. 1978-1981 5.60 $4.62
1982-1983 4.60
1984 4.75
1985-1986 4.90
Foster & Marshall 1978-1982 5.50 0
1983 4.90
1984-1985 5.10
1986 5.25
Burrows, Smith 1978-1979 5.00 0
& Company 1980-1986 5.75
Bosworth & Sullivan 1978-1981 5.75 0
1982 4.75
1983 5.25
1984-1985 5.00
1986 5.25
The bid of Hanifen, Im„off a Samford, Inc., for the
following respective maturities was the best responsible
bid received therefor, and bears interest at the lowest rate
as required by law.
The bid of Hanifen, Imhoff & Samford, Inc., is in
full as follows:
/ O /
‘rf '624 Ter PONT PLACE•DENVEH,cOLORAUO f30202•(Jo3) C)3,1-
120 uROAownv•NEW YORK CITY,NS2,VORK 1000,•(212) 2.22-Y570
MEMBER:
NEV/YOHK STOCK. EXCHANGE.INC.
PACIFIC STOCK EXCHANCE.INC.
Salt lake City Con:_fission
City Cooinissicn Chambers ,
Ci.t'. gib Scanty
40l) Oorib State Street --.
Salt Lake City, Stab
Gentlemen:
As per your Notice of Sale, which said notice is made part of our bid for $182,000
Salt: L� Cit:v, Utall Secia1- %I:rca: �istri_ce 516 L', ::is
which said bonds are to be dated 'rl%•i
�lr_;_11,2r� � both principal and
semi-annual interest ( J1 11-.1yry 1 E. ) being payable at
/0;
41a].ker Bank I 'Trust Conrreily, 175 South-,pin Street`. Salt Late City
, we offer the following proposal:
For the bonds being in the denomination of$1,000 each, maturing serially, and bearing
interest rates as set forth below, we will pay you$ 182,000 and accrued interest
from date of issuance to date of delivery to us and a premium of$ — 0 —
Amount Maturity Rate Amount Maturity Rate Amount Maturity Rate
20,000 2-1-78 5.15% % ?
20,000 2-1-79 5.15%
20,000 2-1-80 5.00% % 9,
20.000 2-1-81 5.00% %
20,000 2-1-8? 5.00% % _%
20,000 2-1-8', 4.7570
% __%
20,000 2-1-811_ 4.75% %
21 000 7-145 4.80%
21,000 2-1-86 5.0070
m Wo
It is hereby represented that the gross interest cost computed upon the above specified rates
from Fehr, 1, 1972 , will he$ 44,954.00 , and that the net
interest cost, deducting premium offered, will be$ 44,9D4.00 (NER 4.9022%).
Enclosed please find our certified check in the amount of$ },330,1)0 , which
said check is to be held by you as part payment for the bonds in the event we are the
successful bidders, and to be forfeited by us as full liquidated damages if we fail to take
up and pay for said bonds when they are ready for delivery, otherwise, to be returned to
us immediately.
This purchase proposal is subject to the legality of the bonds being approved by
Messrs. Jones, Waldo, Holbrook & UcDonoe;._ t , attorneys at law,
Salt Lake City, Utah , whose unqualified approving legal opinion
together with the printed bonds and transcript of the legal proceedings will be furnished
the purchaser at Your expense.
The above proposal is for immediate acceptance only.
Respectfully submitted,
HANIIFEN, IMHOFF & SAMFORD, INC.
•B 1' \!C.rry( Cff/e•-r«. t
f-d i FClin j, Vice6i,side nt
ACCEPTED for and on behalf of
pursuant to authorization by its governing body
on this day of , 19 .
ATTEST:
Title
Title
(SEAL)
c�� -4C.
1624 TREMONT PLACE DENVER,COLORADO 80202 (3031 534-0221
• 928 9T14 AVENUE-GRE_LEY COLORADO 6063I 2031 356-47'4
929GRAND AVENUE•GLEN\YOOD 5RRINGS,CO,ORADO 8160, '302,945-8223
MEMBER.
NEw TORN S OCN ExCrIANDE,4qC mrOwEsT
OCN E ,NC
N STOCK E RANG NC. RACIF CSTOCK ExCRANGE u,C
ASSOCIATE MEMBER
January 27, 1977
The Honorable Mayor
and City Corseissioners
City Commission Chambers
City and County Building
400 South State Street
Salt Lake City, Utah
Gentlemen:
In regard to our bid for $182,000 Salt Lake City, Utah Special
Improvement District #516 Bonds, you are hereby authorized to
change our bid from semi-annual to annual interest.
In addition, we realize that the bonds will be issued in $5000
denominations where applicable.
Sincerely,
David C. Dobbs
Senior Vice President
DCD:al
•
-3-
Thereupon, Commissioner Jennings Phillips, Jr.
introduced and moved the adoption of the following resolution:
RESOLUTION NO. 16
A RESOLUTION AUTHORIZING THE ISSUANCE AND
PROVIDING FOR THE SALE OF $182,000 SPECIAL
IMPROVEMENT BONDS OF SPECIAL IMPROVEMENT
DISTRICT NO. 516 FOR SALT LAKE CITY, UTAH,
PRESCRIBING THE FORM OF BOND AND INTEREST
COUPONS, MATURITY AND DENOMINATION OF SAID
BONDS, PROVIDING FOR THE CONTINUANCE OF A
GUARANTY FUND LEVY AS PROVIDED BY STATUTE
AND PROVIDING WHEN THIS RESOLUTION SHALL BE
IN EFFECT.
WHEREAS, the City Commission of Salt Lake City, Utah,
has heretofore adopted proceedings for the construction of
improvements in Special Improvement District No. 516 and the
Ordinance of said City confirming the assessment roll for such
improvements having been duly adopted and approved on the
16th day of September, 1975; and
WHEREAS, said Ordinance was duly published accord-
ing to law on the 16th day of September, 1975, and
-4-
WHEREAS, the total taxes levied amounted to
$280,629.15, and the owners of private property in said dis-
trict have paid $98,629.15 on the principal of their assess-
ments, leaving an amount to be paid through the issuance of
bonds or from funds provided by the City of $182,000.00.
NOW, THEREFORE, Be it Resolved by the City Commission
of Salt Lake City, Utah:
Section 1. That all the proceedings heretofore
taken and adopted for the creation of Special Improvement
District No. 516 for Salt Lake City, Utah, and for the con-
struction of improvements therein and the assessment of a part
of the cost of constructing such improvements on and against
the private properties in said district shall be and the same
are hereby ratified, approved, and confirmed; that no assess-
ment exceeds the benefit to be derived from the improvements
by the piece of property assessed, that no piece of property
will bear more than its proportionate share of the cost
of the improvements to be made.
Section 2. That for the purpose of payment of the
costs and expense of such improvements against the funds
created and to be collected from such special assessments,
there shall be issued $182,000.00 Salt Lake City, Utah
Special Improvement Bonds of Special Improvement District
No. 516. Said bonds are to be dated as of the 1st day of
February, 1977, and shall mature serially on February 1
in each year in nine annual installments. Said bonds shall
bear interest at the rate or rates, shall be numbered,
shall be in the denomination of $5,000 and $1,000 and shall
mature as follows:
-5-
BOND NUMBERS AMOUNT AMOUNT OF YEAR
ALL INCLUSIVE MATURING COUPON MATURING
•
1-4 $20,000 5.15% 1978
5-8 20,000 5.15 1979
9-12 20,000 5.00 1980
13-16 20,000 5.00 1981
17-20 20,000 5.00 1982
21-24 20,000 4.75 1983
25-28 20,000 4.75 1984
29-33 21,000 4.80 1985
34-38 21,000 5.00 1986
Both principal and interest shall be payable at
Walker Bank & Trust Company, 175 South Main Street, Salt
Lake City, Utah.
Section 3. That said bonds and the coupons thereto
attached shall be in substantially the following form:
(Form of Bond)
STATE OF UTAH
COUNTY OF SALT LAKE
•
SALT LAKE CITY, UTAH
SPECIAL IMPROVEMENT BOND
SPECIAL IMPROVEMENT DISTRICT NO. 516
No. $
For value received Salt Lake City, Salt Lake County,
Utah, a municipal corporation duly organized and existing
under the laws of Utah, hereby promises to pay to bearer
hereof, out of special funds available for such purpose, as
hereinafter set forth, the principal sum of Thousand
Dollars ($ ) on the 1st day of February A.D., 19_
with interest thereon until maturity at the rate of
percent ( %) per annum according to the coupons hereto
attached, payable annually on the 1st day of February in
r :;
•
-b-
each year, both principal and interest being payable in law-
ful money of the United States of America at the office of
Walker Bank &Trust Company, 175 South Main Street, Salt
Lake City, Utah, upon presentation and surrender of this
bond and of the annexed coupons as they severally become due.
This bond is one of a series of 38 Special Improve-
ment Bonds (in the denominationsof $5,000 and $1,000) numbered
consecutively from 1 to 38, both inclusive, issued by Salt
Lake City, all of which are of like date and designation and
aggregate the total amount of $182,000.00.
Payment of this bond and the interest thereon shall
be made from and as security for such payment there is pledged
a special fund designated as the Bond and Interest Fund of
Special Improvement District No. 516, Salt Lake City, Utah
containing the receipts derived by said City from the special
tax and assessment levied upon the property included in
Special Improvement District No. 516 of said City, by Salt
Lake City Ordinance No. 104 , which became effective on
the 16th day of September, 1975, for the purpose of paying
the costs of constructing improvements on certain streets
within said City consisting of construction or reconstruction
of brick sidewalks, curbs, gutters, and other miscellaneous
work necessary in said district under, by virtue of, and in
full conformity with the Constitution and Laws of the State
of Utah and certain ordinances and resolutions of said City
duly passed and made law thereof prior to the issuance hereof.
It is hereby certified that a Special Improvement
Guaranty Fund has been created by ordinance, as authorized by
Utah statutes, and said City agrees that at all times during
the life of this bond and until payment thereof in full, said
fund shall be at all times maintained as therein required.
THIS BOND IS NOT A GENERAL OBLIGATION OF THE CITY BUT IS
PAYABLE EXCLUSIVELY OUT OF SAID BOND AND INTEREST FUND AND
SAID SPECIAL IMPROVEMENT GUARANTY FUND. SAID CITY SHALL NOT
BE HELD LIABLE FOR THE PAYMENT OF THIS BOND, EXCEPT TO THE
EXTENT OF THE FUNDS CREATED AND RECEIVED BY SAID SPECIAL
ASSESSMENTS AND TO THE EXTENT OF ITS SPECIAL IMPROVEMENT
GUARANTY FUND; but said City shall be held responsible for
the lawful levy of all special assessments, for the creation
and maintenance of the Special Improvement Guaranty Fund as
provided by law, and for faithful accounting, collection,
settlement, and payment of the assessments and for the moneys
of said fund.
Said special assessment made and levied to defray
said cost, with accruing interest thereon, and the cost of
collection of the assessment constitute a lien upon and
against the property upon which such assessment was made and
levied from and after the 16th day of September, 1975, the
date upon which the ordinance levying such assessment became
effective, which lien is superior to the lien of any trust
-7-
• deed, mortgage, mechanic's or materialman's lien, or other
encumbrance and is equal to and on a parity with the lien
for general property taxes .and such lien shall continue
until said assessment and interest thereon are paid, not-
withstanding any sale of the property for or on account of
a general property tax, special tax, other assessment, or
the issuance of an auditor's deed.
It is hereby further certified, recited and declared
that all acts, conditions and things essential to the validity
of the bond exist, have happened, and have been done in due
time, form and manner as required by law, and that the total
issue of special improvement bonds of said City for said
district, including this bond, does not exceed the amount
authorized by law nor the special assessment levied to cover
the cost of said improvements in said district, and that all
of said special assessment has been lawfully levied.
The bond is subject to the conditions, and every
holder hereof by accepting the same agrees with the obligor and
every subsequent holder hereof, that (a) the delivery of this
bond to any transferee shall vest title in this bond and in
the interest coupons attached hereto in such transferee to
the same extent for all purpcses as would the delivery under
like circumstances of any negotiable instrument payable to
bearer; (b) the obligor and any agent of the obligor may
treat the bearer of this bond as the absolute owner hereof
for all purposes, and shall not be affected by any notice
to the contrary; (c) the principal of and the interest on
this bond shall be paid, and this bond and each of the
coupons appertaining thereto are transferable, free from and
without regard to any equities between obligor and the origi-
nal or any intermediate holders hereof, or any set-offs or
crossclaims; and (d) the surrender to the obligor or any
agent of the obligor of this bond and each of the coupons
shall be a good discharge to the obligor for the same.
IN WITNESS WHEREOF, Salt Lake City, Utah, has caused
the facsimile signature of its Mayor to be hereunto affixed,
and said bond to be countersigned by its City Recorder, and
the annexed coupons to bear the facsimile signature of the
City Treasurer and this bond to be dated as of the 1st day
of February, 1977. /-1
mayor
Countersigned:
City Recorder
(S E A L)
-8-
(Form of Coupon)
Coupon No. $
On the 1st day cf February, 19 , Salt Lake City,
County of Salt Lake, State of Utah, will pay the bearer hereof
Dollars in lawful money of the
United States of America, out of special funds designated
the Bond and Interest Fund of Special Improvement District
No. 516 of Salt Lake City, Utah, and Special Improvement
Guaranty Fund at the Office of Walker Bank & Trust Company,
175 South Main Street, Salt Lake City, Utah, being one year's
interest on its Special Improvement District No. 516 bonds,
dated February 1, 1977.
(Facsimile Signature)
City Treasurer
Bond No.
Section 4. Said bonds shall bear the facsimile
signature of the Mayor and be countersigned by the City Recor-
der, with the seal of the City affixed, and the annexed coupons
shall bear the facsimile signature of the City Treasurer, and
the City Commission does hereby ratify, approve and confirm
the execution of said bonds by the said officers and the City
Treasurer is hereby authorized to issue and deliver the bonds
to the purchaser thereof, their agents or assigns, on receipt
of the purchase price therefor.
Section 5. The sale of bonds to Hanifen, Imhoff &
Samford, Inc., at the price of par and accrued interest
to the date of delivery, in accordance with the terms of the
sealed bid submitted by said purchaser is hereby in all res-
pects ratified and confirmed. Said bonds shall be delivered
to the purchaser as soon as they may be legally issued, upon
-9-
receipt by the City Treasurer of the agreed purchase price
therefor.
Section 6. The Treasurer of Salt Lake City, Utah,
shall be and is hereby authorized and empowered, and it shall
be his duty to receive and collect all assessments levied to
pay the cost of said improvements, the installments thereon, the
interest thereon, and the penalties accrued, including with-
out limiting the generality of the foregoing, the whole of
the unpaid principal which becomes due and payable immediately
because of the failure to pay any installment whether of prin-
cipal or interest, when due, and to pay and disburse such
payments to the person or persons lawfully entitled to receive
the same in accordance with the laws of the State of Utah and
all the ordinances and resolutions of said City heretofore or
to be hereafter adopted.
All moneys constituting the payment of principal
and interest shall be placed in a special fund to be designated
"Bond and Interest Fund of Special Improvement District No.
516, Salt Lake City, Utah," and shall be used for the purpose
of paying the principal of and the interest on special improve-
ment bonds of Special Improvement District No. 516 and for no
other purpose whatsoever, and as security for such payment, said
fund is hereby pledged.
Section 7. The Salt Lake City Commission hereby
directs the maintenance of a special improvement guaranty fund
in the manner and to the extent provided by the laws of the
State of Utah, and the City agrees with the holder of the bonds
herein authorized that it will, until the payment of said
-10-
bonds in full and the interest thereon has been paid, pro-
vide amounts to be transferred to the Special Improvement
Guaranty Fund equal each year to such amount as a tax levy
of one mill on all property in the City will produce until
the Special Improvement Guaranty Fund is equal to not less than
forty percent (40%) of the amount of all outstanding special
improvement bonds of all special improvement districts of
the City, and thereafter, the City will transfer to such fund
such amounts at least yearly as may be required to maintain
or replenish such funds to such percentage. The Special
Improvement Guaranty Fund shall be maintained separate and
apart from other City funds and shall be used and applied
only as provided by the laws of the State of Utah.
Section 8. Should there not be sufficient money
in the Bond and Interest Fund to pay all of the interest
falling due at one time and the principal amount thereof due,
the said interest and principal shall be paid from said Spe-
cial Improvement Guaranty fund to the extent that there is
sufficient money in said Special Improvement .Guaranty Fund
for this purpose, and these bonds are payable exclusively
from the special assessments levied for said purpose and the
said Special Improvement Guaranty Fund.
Section 9. That the assessments and interest
thereon shall continue to constitute and are hereby declared
to be a lien in the several amounts assessed against every
lot or tract of land in said Special Improvement District
No. 516 from and after the 16th day of September, 1975, the
date on which the ordinance levying the special assessments
. -11-
became effective, which lien shall be superior to the lien
of any trust deed, mortgage, mechanic's or materialman's lien,
or other encumbrance, and shall be equal to and on a parity
with the lien for general property taxes. Such lien shall
continue until the assessment and any interest thereon are
paid, notwithstanding any sale of the property for or on
account of a general property tax, special tax, other assess-
ment, or the issuance of an auditor's deed.
Section 10. Said funds hereinabove referred to
shall be kept separate and apart from each other and from any
other funds of the City and shall, from time to time as they
are accumulated, be deposited in such bank or banks as are
designated as depositories of public moneys for funds of said
City under the Depository Laws of the State of Utah for the
deposit of public funds.
Section 11. Default in the payment of any install-
ment of principal or interest of said assessment when due
shall cause the whole of the unpaid principal or interest to
become due and payable immediately and the whole amount of the
unpaid principal shall thereafter draw interest at the rate
of 10% per annum until paid, and the City covenants and agrees
that it will proceed with due diligence to place in operation
the procedure necessary to provide for tax sale of all delin-
quent property in accordance with the ordinances of Salt
Lake City and the laws of the State of Utah and that the pro-
ceeds from the sale of any property sold will be placed in
the Bond and Interest Fund hereinabove referred to.
-12-
Section 12. This resolution shall be effective
immediately upon its passage.
February
ADOPTED AND APPROVED this 9th day of ammursx,
1977.
-�i
Mayor
ATTEST:
CiLy Recorde7
(S E A L)
Thereupon, Commissioner Herman J. Hogensenseconded
the adoption of the foregoing resolution and the same upon
being put to a vote was carried by the affirmative vote of
the Commissioners present, the vote being as follows:
Those voting AYE: Ted L. Wilson
Glen N. Greener
Herman J. Hogensen
Jennings Phillips, Jr.
Jess A. Agraz
Those voting NAY: none
, -13-
• It appearing that more than a majority of the
Commission has voted in favor of the motion, the Mayor there-
upon declared the motion carried and the Resolution adopted.
Mayor
ATTEST:
lam_ ll.Lbt-
City Record
( S E A L )
STATE OF UTAH
ss.
COUNTY OF SALT LAKE )
I, MILDRED HIGHAM, the duly appointed, qualified and
acting City Recorder of Salt Lake City, Utah, do hereby
certify that the above and foregoing is a full, true and
correct copy of the record of proceedings had by the Salt
9th
Lake City Commission, at its meeting held on the aith day of
February
JUIVaglit4 1977, insofar as the same relates to or concerns
Special Improvement District No. 516 and the adoption of
Resolution No. 16 as the same appears of record in my
Office.
I further certify that there is on file in my
Office a permanent record of the foregoing resolution for Special
Improvement District No. 516.
1 '
-14-
IN WITNESS WHEREOF, I have hereunto subscribed
my official signature and affixed the official seal of said
February
City this 9th day of X3c644*.Ki , 1977.
City Reco r
(S E A L)