145 of 1986 - The Sale of $94,000 Special Assessment Bonds Series 1986 for Curb & Gutter 38-760 0
Salt Lake City, Utah
December 2, 1986
A regular meeting of the City Council of Salt Lake City,
Salt Lake County, Utah, was held on Tuesday, the 2nd day of
December, 1986, at the hour of 6:00 o' clock p.m. at the
regular meeting place of said City Council, at which meeting
there were present and answering roll call the following
members who constituted a quorum:
Earl F. Hardwick Chairperson
Grant Mabey Vice Chairperson
W. M. "Willie" Stoler Councilmember
Florence Bittner Councilmember
Tom Godfrey Councilmember
Sydney Reed Fonnesbeck Councilmember
Roselyn Kirk Councilmember
Also present:
Mike Zuhl Chief of Staff
Roger Cutler City Attorney
Kathryn Marshall City Recorder
Absent:
Palmer DePaulis Mayor
After the meeting had been duly called to order and the
minutes of the preceding meeting read and approved, and after
other matters not pertinent to this resolution had been
discussed, the City Recorder presented to the City Council a
Certificate of Compliance With Open Meeting Law with respect
to this December 2, 1986 meeting, a copy of which is attached
hereto as Exhibit "A" .
Councilmember Kirk then introduced and moved the
adoption of the following resolution:
RESOLUTION NO. 145 of 1986
A RESOLUTION AUTHORIZING THE ISSUANCE AND PROVIDING
FOR THE SALE OF $94,000 SPECIAL ASSESSMENT BONDS,
SERIES 1986 (THE "BONDS" ) OF SALT LAKE CITY, UTAH,
SPECIAL IMPROVEMENT DISTRICT, CURB AND GUTTER NO.
38-760, FIXING THE INTEREST RATES TO BE BORNE
THEREBY, PRESCRIBING THE FORM OF BOND AND INTEREST
RATES, MATURITY AND DENOMINATION OF SAID BONDS;
PROVIDING FOR THE CONTINUANCE OF A GUARANTY FUND AS
PROVIDED BY STATUTE; AND RELATED MATTERS.
WHEREAS, the City Council of Salt Lake City, Utah (the
"Issuer" ) , has heretofore adopted proceedings for the
construction of improvements in Salt Lake City, Utah, Special
Improvement District, Curb and Gutter No. 38-760 ( the
"District" ) , and has adopted and approved the Ordinance of
the District confirming the assessment roll for such
improvements on the 5th day of August, 1986; and
WHEREAS, notice of assessments to property owners in the
District has been published in accordance with the
requirements of the laws of the State of Utah and the
ordinances of the Issuer, and notice of assessment has been
mailed by the City Treasurer to all the owners of property
assessed in the District; and
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WHEREAS, the total cost of the improvements was
$351,318.00, of which the Issuer ' s portion was $243, 629 . 27 ;
that during the fifteen-day period following the effective
date of the Ordinance levying the assessment, property owners
in the District have paid or have committed to pay $13, 688 .73
on the principal of their assessments, leaving an amount to
be paid through the issuance of bonds or from funds provided
by the Issuer of $94,000;
WHEREAS, Boettcher & Company, Inc. of Salt Lake City,
Utah, has submitted its offer to purchase the Bonds upon the
terms and conditions as herein set forth; and
WHEREAS, the City Council has determined that it is in
the best interest of the Issuer to accept the offer of
Boettcher & Company, Inc. of Salt Lake City, Utah, and to
award the sale of the Bonds to Boettcher & Company, Inc. of
Salt Lake City, Utah:
NOW, THEREFORE, Be It Resolved by the City Council of
Salt Lake City, Utah:
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ARTICLE I
DEFINITIONS; AUTHORITY
1.01 Definitions. As used in this Bond Resolution,
unless the context shall otherwise require, the following
terms shall have the following meanings:
"Act" means the Utah Municipal Improvement District
Act, Chapter 16 , Title 10, Utah Code Annotated, 1953, as
amended.
"Bondholder" or "Holder" means the registered owner
of any Bond as shown in the registration books of the
Issuer kept by the Bond Registrar for such purpose.
"Bond Registrar" means each Person appointed by the
Issuer as bond registrar and agent for the transfer ,
exchange and authentication of the Bonds. Pursuant to
Section 2.05 hereof the initial Bond Registrar is Zions
First National Bank of Utah, One South Main Street, Salt
Lake City, Utah 84111, or its successors.
"Bond Resolution" means this Resolution of the
Issuer adopted on December 2, 1986, authorizing the
issuance and sale of the Bonds.
"Bonds" means the $94,000 Salt Lake City, Utah
Special Improvement District, Curb and Gutter No. 38-760
Special Assessment Bonds, Series 1986, of the Issuer
authorized by this Bond Resolution.
"Code" means the Internal Revenue Code of 1986, as
amended.
"District" means the Salt Lake City, Utah Special
Improvement District, Curb and Gutter No. 38-760.
"Government Obligations" means direct obligations
of the United States of America, or other securities,
the principal of and interest on which are
unconditionally guaranteed by the United States of
America.
"Guaranty Fund" means the Special Improvement
Guaranty Fund established by the Issuer created pursuant
to Section 10-16-31 of the Act to secure timely payment
of all special assessment bonds issued by the Issuer
pursuant to the Act .
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t
"Issuer" means Salt Lake City, Salt Lake County,
Utah.
"Paying Agent" means each Person appointed by the
Issuer as paying agent with respect to the Bonds.
Pursuant to Section 2 . 05 hereof the initial Paying Agent
is Zions First National Bank, One South Main Street,
Salt Lake City, Utah 84111, or its successors or
assigns.
"Person" means natural persons, firms,
partnerships, associations, corporations, trusts, public
bodies and other entities .
"Purchaser" means Boettcher & Company, Inc.
"Qualified Investments" means any of the following:
( i) demand deposits and time certificates of
deposit of federally insured depositories of the
State of Utah,
( ii ) Government Obligations, or
( iii) repurchase agreements with any
federally insured bank or savings and loan
association in the State of Utah, acting as
principal or agent, for securities of the United
States of America or other evidences of
indebtedness of like quality.
"Record Date" means in the case of each interest
payment date, the Bond Registrar ' s close of business on
the fifteenth day immediately preceding such interest
payment date.
"Special Improvement Bonds" means bonds issued by
the Issuer pursuant to the Act, and as defined in
Section 10-16-3( 5) of the Act.
"Special Improvement Districts" means districts
created within the Issuer pursuant to the Act and as
defined in Section 10-16-3 ( 3) of the Act.
The terms "hereby, " "hereof , " "hereto, " "herein, "
"hereunder, " and any similar terms as used in this Bond
Resolution, refer to this Bond Resolution.
1. 02 Authority for Bond Resolution. This Bond
Resolution is adopted pursuant to the provisions of the Act.
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r
ARTICLE II
AUTHORIZATION, TERMS AND ISSUANCE
OF BONDS
2. 01 Authorization of Bonds. Principal Amount
Designation and Series . In accordance with and subject to
the terms, conditions and limitations established in this
Bond Resolution, a series of Special Assessment Bonds of the
Issuer is hereby authorized to be issued in the aggregate
principal amount of $94,000 . Such series of bonds shall be
designated "Salt Lake City, Utah Special Improvement
District, Curb and Gutter No. 38-760, Special Assessment
Bonds, Series 1986 . " The Bonds shall be issued in fully
registered form only, without coupons.
2. 02 Purpose. The Bonds are hereby authorized to be
issued for the purpose of (a) reimbursing the Issuer for
costs advanced in the construction of improvements acquired,
constructed for and/or installed within the District,
including related interest costs and administrative costs,
(b) retiring any outstanding interim warrants, and (c) paying
issuance expenses incurred in connection with the issuance of
the Bonds.
2.03 Bond Details. The Bonds will fall due on
December 1, in the following years and amounts:
Maturity Date
(December 1) Amount Interest
1987 $ 9,000 8.65
1988 $ 9,000 8. 65
1989 $ 9,000 8. 65
1990 $ 9 ,000 5. 65
1991 $ 9,000 5.80
1992 $ 9,000 6. 00
1993 $10,000 6 . 20
1994 $10,000 6. 40
1995 $10,000 6. 60
1996 $10,000 6.80
The Bonds shall bear interest payable on December 1,
1987 and annually thereafter on Decembex 1 of each year by
check or draft mailed to the registered owners of record of
the Bonds.
Each Bond shall bear interest from the interest payment
date next preceding the date on which it is authenticated,
unless (a) any Bond is authenticated before the first
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interest payment date following the initial delivery of
Bonds, in which case it shall bear interest from December 1,
1986, or (b) any Bond is authenticated upon an interest
payment date, in which case it shall bear interest from such
interest payment date; provided that if at the time of
authentication of any Bond, interest is in default, such Bond
shall bear interest from the date to which interest has been
paid. The Bonds shall bear interest on overdue principal at
the aforesaid respective rates.
2. 04 Denominations and Numbers. Subject to the
provisions of Section 4. 01 hereof, the Bonds shall be issued
as fully registered bonds, without coupons, in the
denomination of $1,000 or $5,000, or any integral multiples
thereof, not exceeding the amount of each maturity. The
Bonds shall be numbered with the letter prefix "R" and shall
be numbered from one (1) consecutively upwards in order of
issuance.
2. 05 Paying Agent and Bond Registrar . The Issuer may
remove any Paying Agent and any Bond Registrar, and appoint a
successor or successors thereto. The Issuer shall submit to
the Paying Agent or Bond Registrar, as the case may be, a
notice of such removal at least 30 days prior to the
effective date of such removal, and shall specify the date on
which such removal shall take effect. Such removal shall
take effect on the date that each successor Paying Agent and
Bond Registrar shall signify its acceptance of the duties and
obligations imposed upon it by the Bond Resolution by
executing and delivering to the Issuer a written acceptance
thereof . The principal of, premium, if any, and interest on
the Bonds shall be payable in any coin or currency of the
United States of America which, at the respective dates of
payment thereof, is legal tender for the payment of public
and private debts. Principal of and premium, if any, on the
Bonds shall be payable when due to the Holder of each Bond at
the principal office of the Paying Agent. Payment of
interest on each Bond shall be made to the person which, as
of the Record Date, is the Holder of the Bond and shall be
made by check or draft mailed to the Person which, as of the
Record Date, is the Holder of the Bond, at the address of
such Holder as it appears on the registration books of the
Issuer kept by the Bond Registrar, or at such other address
as is furnished to the Bond Registrar in writing by such
Holder on or prior to the Record Date.
2. 06 Redemption. The bonds of Special Improvement
District, Curb & Gutter, No. 38-760, maturing after December
1, 1993 are callable for redemption at the option of the City
Council on December 1, 1993 or on any interest payment date
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thereafter prior to maturity, in whole or in part, in inverse
numerical order upon not less than thirty ( 30) days prior to
notice, at a price equal to the principal amount thereof,
plus accrued interest to the date of redemption and a premium
of one per cent (1%) of the principal amount of each bond so
called for redemption prior to maturity.
2. 07 Sale and Delivery of Bonds. The sale of the Bonds
to Boettcher & Company Inc. of Salt Lake City, Utah at the
price of $94,000 in accordance with the terms of the bid
submitted by the Purchaser on December 2, 1986 is hereby in
all respects ratified and confirmed. The Bonds shall be
delivered to the Purchaser as soon as they may be legally
issued, upon receipt by the City Treasurer of the agreed
purchase price therefor .
2. 08 Execution of Bonds. The Bonds shall be executed
on behalf of the Issuer by the Mayor of the Issuer and
attested by the City Recorder of the Issuer ( the signatures
of said Mayor and City Recorder being either manual and/or by
facsimile) and the corporate seal of the Issuer or a
facsimile thereof shall be impressed or imprinted thereon.
The use of such facsimile signatures of said Mayor and City
Recorder and such facsimile of the seal of the Issuer on the
Bonds are hereby authorized, approved and adopted by the
Issuer as the authorized and authentic execution, attestation
and sealing of the Bonds by said officials. The Bonds shall
then be delivered to the Bond Registrar for manual
authentication by it. The Certificate of Authentication
shall be substantially in the form provided in Section 5. 01
hereof. Only such of the Bonds as shall bear thereon a
Certificate of Authentication, manually executed by the Bond
Registrar, shall be valid or obligatory for any purpose or
entitled to the benefits of this Bond Resolution, and such
certificate of the Bond Registrar shall be conclusive
evidence that the Bonds so certified have been duly
registered and delivered under, and are entitled to the
benefits of, this Bond Resolution and that the Holder thereof
is entitled to the benefits of this Bond Resolution. The
Certificate of Authentication of the Bond Registrar on any
Bond shall be deemed to have been executed by it if (a) such
Bond is signed by an authorized officer of the Bond
Registrar, but it shall not be necessary that the same
officer sign the Certificate of Authentication on all of the
Bonds issued hereunder or that all of the Bonds hereunder be
certified as registered by the same Bond Registrar, and (b)
the date of authentication of the Bond is inserted in the
place provided therefor on the Certificate of Authentication.
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2.09 Further Authority. The Mayor and the City
Recorder of the Issuer and other officers of the Issuer are,
and each of them is, hereby authorized to do or perform all
such acts and to execute all such certificates, documents and
other instruments as may be necessary or advisable to provide
for the issuance, sale, registration and delivery of the
Bonds.
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ARTICLE III
TRANSFER AND EXCHANGE OF
BONDS; BOND REGISTRAR
3.01 Transfer of Bonds. (a) Any Bond, may, in
accordance with its terms, be transferred, upon the
registration books kept by the Bond Registrar pursuant to
Section 3. 03 hereof, by the person in whose name it is
registered, in person or by his duly authorized attorney,
upon surrender of such Bond for cancellation, accompanied by
delivery of a written instrument of transfer in a form
approved by the Bond Registrar, duly executed. No transfer
shall be effective until entered on the registration books
kept by the Bond Registrar . The Issuer, the Bond Registrar
and the Paying Agent may treat and consider the person in
whose name each Bond is registered in the registration books
kept by the Bond Registrar as the holder and absolute owner
thereof for the purpose of receiving payment of, or on
account of, the principal or redemption price thereof and
interest due thereon and for all other purposes whatsoever .
(b) Whenever any Bond or Bonds shall be surrendered for
transfer, the Bond Registrar shall authenticate and deliver a
new fully registered Bond or Bonds of the same series,
designation, maturity and interest rate and of authorized
denominations duly executed by the Issuer, for a like
aggregate principal amount. The Bond Registrar shall require
the payment by the Bondholder requesting such transfer of any
tax or other governmental charge required to be paid with
respect to such transfer. With respect to each Bond, no such
transfer shall be required to be made ( i ) after the Record
Date with respect to any interest payment date to and
including such interest payment date, or ( ii ) after the
Record Date with respect to any redemption of such Bond.
3. 02 Exchange of Bonds. Bonds may be exchanged at the
principal corporate trust office of the Bond Registrar for a
like aggregate principal amount of fully registered Bonds of
the same series, designation, maturity and interest rate of
other authorized denominations . The Bond Registrar shall
require the payment by the Bondholder requesting such
exchange of any tax or other governmental charge required to
be paid with respect to such exchange. With respect to
each Bond, no such exchange shall be required to be made
( i) after the Record Date with respect to any interest
payment date to and including such interest payment date, or
( ii) after the Record Date with respect to any redemption of
such Bond.
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3. 03 Bond Registration Books. This Bond Resolution
shall constitute a system of registration within the meaning
and for all purposes of the Registered Public Obligations
Act, Chapter 7 of Title 15, Utah Code Annotated 1953 . The
Bond Registrar shall keep or cause to be kept, at its
principal office, sufficient books for the registration and
transfer of the Bonds, which shall at all times be open to
inspection by the Issuer; and, upon presentation for such
purpose, the Bond Registrar shall, under such reasonable
regulations as it may prescribe, register or transfer or
cause to be registered or transferred, on said books, Bonds
as herein provided.
3 . 04 List of Bondholders . The Bond Registrar shall
maintain a list of the names and addresses of the Holders of
all Bonds and upon any transfer shall add the name and
address of the new Bondholder and eliminate the name and
address of the transferor Bondholders.
3.05 Duties of Bond Registrar . If requested by the
Bond Registrar , the Mayor and City Recorder of the Issuer are
authorized to execute the Bond Registrar ' s standard form of
agreement between the Issuer and the Bond Registrar with
respect to the compensation, obligations and duties of the
Bond Registrar hereunder which may include the following:
(a) to act as bond registrar , authenticating
agent, paying agent, and transfer agent as provided
herein;
(b) to maintain a list of Bondholders as set forth
herein and to furnish such list to the Issuer upon
request, but otherwise to keep such list confidential;
(c) to cancel and/or destroy Bonds which have been
paid at maturity or upon earlier redemption or submitted
for exchange or transfer ;
(d) to furnish the Issuer at least annually a
certificate with respect to Bonds canceled and/or
destroyed; and
(e) to furnish the Issuer at least annually an
audit confirmation of Bonds paid, Bonds outstanding and
payments made with respect to interest on the Bonds .
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ARTICLE IV
COVENANTS AND UNDERTAKINGS
4.01 Covenants of Issuer . All covenants, statements,
representations and agreements contained in the Bonds, and
all recitals and representations in this Bond Resolution are
hereby considered and understood and it is hereby resolved
that all said covenants, statements, representations and
agreements of the Mayor and City Recorder, are the covenants,
statements, representations and agreements of the Issuer .
4. 02 Ratification of Prior Proceedings . All the
proceedings heretofore taken and adopted for the creation of
the District and for the construction of improvements therein
and the assessment of a part of the cost of constructing such
improvements on and against the private properties in the
District shall be and the same are hereby ratified, approved,
and confirmed. No assessment will exceed the benefit to be
derived from the improvements by the piece of property
assessed, and no parcel of property will bear more than its
proportionate share of the cost of the improvements to be
made.
4.03 Levy and Collection of Assessments . The City
Treasurer shall be and is hereby authorized and empowered,
and it shall be his/her duty to receive and collect all
assessments levied to pay the cost of said improvements of
the District, the installments thereon, the interest thereon,
and the penalties accrued, including without limiting the
generality of the foregoing, the whole of the unpaid
principal, interest and penalties accrued which become due
and payable immediately because of the failure to pay any
installment whether of principal 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 the Issuer heretofore or to be hereafter
adopted.
All moneys constituting the payment of principal and
interest shall be placed in a regular fund to be designated
"Special Assessment Fund of Salt Lake City, Utah Special
Improvement District, Curb and Gutter No. 38-760 ( "Special
Assessment Fund" ) , and shall be used for the purpose of
paying the principal of and the interest on the Bonds of the
District and for no other purpose whatsoever , and as security
for such payment, said fund is hereby pledged.
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4.04 Investment of Funds. Moneys deposited in the
Special Assessment Fund and Guaranty Fund may be invested in
Qualified Investments, provided, however, that any moneys
remaining in the Special Assessment Fund for more than twelve
(12) months may be so invested only upon the City Treasurer
obtaining an opinion of nationally recognized municipal bond
counsel to the effect that such investment will not adversely
affect the exclusion from federal income taxes of interest on
and of the Bonds , all in accordance with Sections 103 through
150 of the Code and the regulations promulgated thereunder .
4. 05 Guaranty Fund. The provisions of Section 6 of the
Assessment Ordinance adopted and approved by the Issuer , on
the 5th day of August, 1986, in reference to the Guaranty
Fund is hereby readopted and the Issuer agrees with the
holder of the Bonds herein authorized that it will, until the
payment of the Bonds in full and the interest thereon has
been paid, provide amounts to be transferred to the Guaranty
Fund equal each year to such amount as a tax levy of .0002 on
all property within the Issuer will produce until the
Guaranty Fund is equal to not less than forty percent ( 40%)
of the amount of all outstanding Improvement Bonds of all
Special Improvement Districts of the Issuer issued prior to
March 30, 1981, and twenty-five percent ( 25%) of the amount
of all outstanding Improvement Bonds of all Special
Improvement Districts of the Issuer issued on or after March
30, 1981, and thereafter, the Issuer will transfer to such
fund such amounts at least yearly as may be required to
maintain or replenish such Fund to such percentage. The
Guaranty Fund shall be maintained separate and apart from
other municipal funds and shall be used and applied only as
provided by the laws of the State of Utah.
4. 06 Insufficiencies in Assessment Fund. Should there
be insufficient money in the Special Assessment Fund to pay
all of the interest falling due at one time and the principal
amount thereof due, the interest and principal shall be paid
from the Guaranty Fund to the extent that there is sufficient
money in the Guaranty Fund for this purpose, and the Bonds
are payable exclusively from the regular assessments levied
for said purpose and the Guaranty Fund.
4.07 Lien of Assessment. The assessments, any interest
accruing on the assessments and the penalties and costs of
collection of the assessment shall continue to constitute and
are hereby declared to be a lien against the properties upon
which the assessment is levied within the District from and
after August 5, 1986, the date on which the ordinance levying
the regular assessments became effective, which lien shall be
superior to the lien of any trust deed, mortgage, mechanic ' s
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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, penalties, and costs thereon are paid,
notwithstanding any sale of the property for or on account of
a general property tax, regular tax, other assessment, or the
issuance of a tax deed, an assignment of interest by the
county, or a sheriff ' s certificate of sale or deed.
4. 08 Deposit of Funds. The Funds hereinabove referred
to shall be kept separate and apart from each other and from
any other funds of the Issuer and shall, from time to time as
they are accumulated, be deposited in such bank or banks as
are designated as depositories of public monies for funds of
the Issuer under the depository laws of the State of Utah for
the deposit of public funds.
4. 09 Default in Payment of Assessments. Default in the
payment of any installment of principal or interest of the
assessments levied pursuant to the Assessment Ordinance
adopted by the Issuer on August 5, 1986 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 15%
per annum until paid. The Issuer covenants and agrees that
it will proceed with due diligence to place in operation the
procedure necessary to provide for a tax sale of all
delinquent property in accordance with the ordinances of the
Issuer or in the manner provided by Chapter 10, Title 59
(Utah Code Annotated) for the sale of property for delinquent
general property taxes as provided in Section 10-16-24 of the
Utah Code Annotated.
The Issuer may also provide for the summary sale of any
property assessed after a delinquency shall have occurred in
the payment of any assessment or part or installment of it.
The sale shall be in the manner provided for actions to
foreclose mortgage liens or trust deeds, except that if at
the sale no person or entity shall bid and pay the Issuer the
amount due on the assessment plus interest and costs, the
property shall be deemed sold to the Issuer for these
amounts. The Issuer shall be permitted to bid at the sale.
The proceeds from the sale of any property sold will be
placed in the Special Assessment Fund.
The remedies provided in this section for the collection
of assessments and the enforcement of liens shall be deemed
and construed to be cumulative and the use of any one method
or means of collection or enforcement shall not deprive the
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Issuer of the use of any other method or means and that the
proceeds from the sale of any property sold will be placed in
the Special Assessment Fund hereinabove referred to.
4 . 10 Bonds in Registered Form. The Issuer recognizes
that Section 149 (a) of the Code requires the Bonds to be
issued and to remain in fully registered form in order that
interest thereon is exempt from federal income taxation under
laws in force at the time the Bonds are delivered. In this
connection, the Issuer agrees that it will not take any
action to permit the Bonds to be issued in, or converted
into, bearer or coupon form.
4 . 11 Tax Covenants.
(a) The Mayor and City Recorder of the Issuer are
hereby authorized and directed to execute such certificates
as shall be necessary to establish that the Bonds are not
"arbitrage bonds" within the meaning of Section 148 of the
Code and the regulations promulgated or proposed thereunder,
including Sections 1.103-13, 1.103-14, 1 . 103-15 and 1. 103-15
AT of the Income Tax Regulations ( 26 CFR Part 1) as the same
presently exist, or may from time to time hereafter be
amended, supplemented or revised. The Issuer covenants and
certifies to and for the benefit of the Bondholders and the
Beneficial Owners of the Bonds that no use will be made of
the proceeds of the issue and sale of the Bonds, or any funds
or accounts of the Issuer which may be deemed to be gross
proceeds of the Bonds, pursuant to Section 148(f) ( 6) (B) of
the Code and applicable regulations (proposed or promulgated)
which use, if it had been reasonably expected on the date of
issuance of the Bonds, would have caused the Bonds to be
classified as "arbitrage bonds" within the meaning of Section
148 of the Code. Pursuant to this covenant, the Issuer
obligates itself to comply throughout the term of the Bonds
with the requirements of Sections 103 through 150 of the Code
and the regulations proposed or promulgated thereunder . The
Issuer further represents and covenants that no bonds or
other evidences of indebtedness of the Issuer have been or
will be issued, sold or delivered within a period beginning
31 days prior to the sale of the Bonds and ending 31 days
following the delivery of the Bonds.
(b) The Issuer hereby covenants and agrees to
rebate to the United States of America the excess of ( i ) the
amount earned from the investment of that portion of the
Guaranty Fund which is allocable to the Bonds in the manner
hereinafter described ( the "Allocable Portion" ) , over ( ii )
the amount which would have been earned had such Allocable
Portion been invested at a rate equal to the yield on the
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Bonds, together with any income attributable to the
investment of such excess, at the times and in the manner
prescribed in Section 148( f) of the Code. For this purpose,
the "Allocable Portion" of the Guaranty Fund which is
attributable from time to time to the Bonds means (unless the
Issuer receives an opinion of nationally recognized bond
counsel otherwise) the highest of that amount of the Guaranty
Fund which ( i) equals 25% of the original face amount of the
Bonds, ( ii ) bears the same proportion to the Guaranty Fund
that the outstanding amount of Bonds bears to the total
outstanding amount of all of the Issuer ' s Special Improvement
Bonds, or ( iii ) bears the same proportion to the Guaranty
Fund that the original face amount of the Bonds bears to the
total original face amount of all of the Issuer ' s outstanding
Special Improvement Bonds.
(c) The Issuer further covenants and agrees to and
for the benefit of the Bondholders that the Issuer ( i) will
not take any action that would cause interest on the Bonds to
become subject to federal income taxation, ( ii) will not omit
to take or cause to be taken, in timely manner, any action,
which omission would cause the interest on the Bonds to
become subject to federal income taxation, and ( iii ) will, to
the extent possible, comply with any other requirements of
federal tax law applicable to the Bonds in order to preserve
the exemption from federal income taxation of interest on the
Bonds.
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ARTICLE V
FORM OF BONDS
5. 01 Form of Bonds. Each fully registered Bond shall
be, respectively, in substantially the following form, with
such insertions or variations as to any redemption or
amortization provisions and such other insertions or
omissions, endorsements and variations as may be required:
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Y
[FORM OF BOND]
Registered Registered
UNITED STATES OF AMERICA
STATE OF UTAH
SALT LAKE CITY
SALT LAKE COUNTY
SPECIAL IMPROVEMENT DISTRICT
CURB AND GUTTER NO. 38-760
SPECIAL ASSESSMENT BOND
SERIES 1986
Number R- $
ORIGINAL
INTEREST MATURITY ISSUE
RATE: DATE: DATE: CUSIP:
December 1, 1986
Registered Owner :
Principal Amount: DOLLARS
Salt Lake City, Salt Lake County, Utah (the "Issuer" ) , a
duly organized and existing political subdivision of the
State of Utah, acknowledges itself indebted and for value
received hereby promises to pay to the Registered Owner
identified above, or registered assigns, on the Maturity Date
identified above, upon presentation and surrender hereof, the
Principal Amount identified above, and to pay the Registered
Owner hereof interest on the balance of said Principal Amount
from time to time remaining unpaid specified below at the
interest rate per annum (calculated on the basis of a year of
360 days and twelve 30-day months) identified above ( the
"Interest Rate" ) , payable on December 1, 1987, and thereafter
in each year on the 1st day of December , until payment in
full of said Principal Amount. This Bond shall bear interest
from the interest payment date next preceding the date on
which it is authenticated, unless (a) this Bond is
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authenticated before the first interest payment date
following the initial delivery of Bonds, in which case it
shall bear interest from December 1, 1986, or (b) this Bond
is authenticated upon an interest payment date, in which case
it shall bear interest from such interest payment date;
provided that if at the time of authentication of any Bond
interest is in default, such Bond shall bear interest from
the date to which interest has been paid. This Bond shall
bear interest on overdue principal at the Interest Rate.
Principal of and premium, if any, on this Bond shall be
payable at the principal office of Zions First National Bank
Salt Lake City, Utah, as Paying Agent, in any coin or
currency of the United States of America which at the time of
payment is legal tender for the payment of public and private
debts; and payment of the annual interest hereon shall be
made to the Registered Owner hereof and shall be paid ,by
check or draft mailed to the person who is the Registered
Owner of record as of' the Bond Registrar ' s close of business
on the fifteenth day immediately preceding each interest
payment date at the address of such Registered Owner as it
appears on the registration books kept by the hereinafter
defined Bond Registrar , or at such other address as is
furnished in writing by such Registered Owner to the Bond
Registrar as provided in the hereinafter defined Bond
Resolution.
This Bond is one of the Special Assessment Bonds of the
Issuer (the "Bonds" ) limited to the aggregate principal
amount of $94,000 issued under and by virtue of the Utah
Municipal Improvement District Act, Utah Code Annotated,
Sections 10-16-1, et seq. ( 1953) , as amended (the "Act" ) , and
under and pursuant to a resolution of the Issuer adopted on
December 2, 1986 ( the "Bond Resolution" ) , for the purpose of
(a) reimbursing the Issuer for costs advanced in the
construction of improvements acquired, constructed for and/or
installed within the District, including related interest
costs and administrative costs, (b) retiring any outstanding
interim warrants, and (c) paying issuance expenses incurred
in connection with the issuance of the Bonds.
Zions First National Bank of Utah in Salt Lake City,
Utah is the initial bond registrar and paying agent with
respect to the Bonds. Said bond registrar and paying agent,
together with any successor bond registrar or paying agent,
respectively, is referred to herein as the "Bond Registrar"
and the "Paying Agent. "
Payment of this Bond and the interest thereon shall be
made from, and as security for such payment there is pledged
the Special Assessment Fund of Salt Lake City, Utah Special
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Improvement District, Curb and Gutter No. 38-760 ( the
"District" ) , containing the receipts derived by the Issuer
from the regular assessments levied upon the property
included in the District by the Assessment Ordinance adopted
by the Issuer which ordinance became effective on August 5,
1986, for the purpose of paying the costs of constructing
improvements on certain streets within Salt Lake City, Utah,
consisting of constructing improvements on certain streets
within the District consisting of the installation of
roadbase, construction of curb and gutter, sidewalks, asphalt
paving, drainage facilities, traffic control structures and
sanitary sewer and other utility improvements and
modifications necessary to complete the improvements in a
workmanlike manner in the 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 the
Issuer 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 the Issuer 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 Issuer but is
payable exclusively out of said Special Assessment Fund and
said Special Improvement Guaranty Fund. The Issuer shall not
be held liable for the payment of this Bond, except to the
extent of the Funds created and received by said regular
assessments and to the extent of its Special Improvement
Guaranty Fund; but the Issuer shall be held responsible for
the lawful levy of all regular 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 monies
of said fund.
The special assessments made and levied to defray said
cost, with accruing interest thereon, and the cost of
collection of the assessments constitute a lien upon and
against the property upon which such assessments were made
and levied from and after August 5, 1986, the date upon which
the ordinance levying such assessments became effective,
which lien is superior to the lien of any trust deed,
mortgage, mechanic's or materialman' s lien, or other
encumbrance. Said lien is equal to and on a parity with the
lien for general property taxes and shall continue until the
assessments and interest thereon are paid, notwithstanding
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any sale of the property for or on account of a general
property tax, regular tax, other assessment, or the issuance
of an auditor ' s deed.
This Bond is transferable, as provided in the Bond
Resolution, only upon the books of the Issuer kept for that
purpose at the principal office of the Bond Registrar, by the
Registered Owner hereof in person or by his attorney duly
authorized in writing, upon surrender hereof together with a
written instrument of transfer satisfactory to the Bond
Registrar, duly executed by the Registered Owner or such duly
authorized attorney, and thereupon the Issuer shall issue in
the name of the transferee a new registered Bond or Bonds of
authorized denominations of the same aggregate principal
amount, series, designation, maturity and interest rate as
the surrendered Bond, all as provided in the Bond Resolution
and upon the payment of the charges therein prescribed. No
transfer of this Bond shall be effective until entered on the
registration books kept by the Bond Registrar . The Issuer,
the Bond Registrar and the Paying Agent may treat and
consider the person in whose name this Bond is registered on
the registration books kept by the Bond Registrar as the
holder and absolute owner hereof for the purpose of receiving
payment of, or on account of, the principal or redemption
price hereof and interest due hereon and for all other
purposes whatsoever, and neither the Issuer, nor the Bond
Registrar nor the Paying Agent shall be affected by any
notice to the contrary.
The Bonds are issuable solely in the form of registered
Bonds without coupons in the denomination of $1,000 or $5,000
or any integral multiples thereof.
The bonds of Special Improvement District, Curb &
Gutter, No. 38-760, maturing after December 1, 1993 are
callable for redemption at the option of the City Council on
December 1, 1993 or on any interest payment date thereafter
prior to maturity, in whole or in part, in inverse numerical
order upon not less than thirty ( 30) days prior to notice, at
a price equal to the principal amount thereof, plus accrued
interest to the date of redemption and a premium of one per
cent (1%) of the principal amount of each bond so called for
redemption prior to maturity.
Except as otherwise provided herein and unless the
context clearly indicates otherwise, words and phrases used
herein shall have the same meanings as such words and phrases
in the Bond Resolution.
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This Bond and the issue of Bonds of which it is a part
are issued in conformity with and after full compliance with
the Constitution of the State of Utah and pursuant to the
provisions of the Act and all other laws applicable thereto.
It is hereby certified and recited that all conditions, acts
and things required by the Constitution or statutes of the
State of Utah and by the Act and the Bond Resolution to
exist, to have happened or to have been performed precedent
to or in connection with the issuance of this Bond exist,
have happened and have been performed and that the issue of
Bonds, together with all other indebtedness of the Issuer , is
within every debt and other limit prescribed by said
Constitution and statutes, and that the aggregate amount of
special assessment bonds of the Issuer for the District ,
including this Bond, does not exceed the amount authorized by
law nor the special assessment levied to cover the cost of
improvements in the District, and that all of said special
assessment has been lawfully levied.
This Bond shall not be valid until the Certificate of
Authentication hereon shall have been manually signed by the
Bond Registrar .
IN WITNESS WHEREOF, THE CITY COUNCIL OF SALT LAKE CITY,
SALT LAKE COUNTY, UTAH, has caused this Bond to be signed in
its name and on its behalf by its Mayor and attested by its
City Recorder (the signatures of said Mayor and City Recorder
being by facsimile or manual signature) , and has caused the
facsimile of its corporate seal to be printed hereon, and
said officials by the execution hereof to adopt as and for
their own proper signatures their facsimile signatures
appearing on each of the Bonds.
(Do Not Sign)
Mayor
ATTEST:
(Do Not Sian)
City Recorder
[ S E A L ]
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CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the within
mentioned Bond Resolution and is one of the Special
Assessment Bonds, Series 1986, of Salt Lake City, Salt Lake
County, Utah.
ZIONS FIRST NATIONAL BANK,
as Bond Registrar
By
Authorized Officer
Date of Authentication:
The following abbreviations, when used in the
inscription on the face of the within Bond, shall be
construed as though they were 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
UNIF GIFT MIN ACT - Custodian
(Cust) (Minor)
under Uniform Gifts to Minors Act
(State)
Additional abbreviations may also be used though not in
the above list.
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ASSIGNMENT
FOR VALUE RECEIVED the undersigned sells, assigns and
transfers unto
Insert Social Security or Other
Identifying Number of Assignee
(Please Print or Typewrite Name and Address of Assignee)
the within Bond and hereby irrevocably constitutes and
appoints
attorney to register the transfer of said Bond on the books
kept for registration thereof, with full power of
substitution in the premises .
Dated: Signature:
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.
SIGNATURE GUARANTEED:
NOTICE: Signature(s) must
be guaranteed by a member
firm of the New York Stock
Exchange or a commercial
bank or trust company.
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ARTICLE VI
MISCELLANEOUS
6.01 Ratification. All proceedings, resolutions and
actions of the Issuer and its officers taken in connection
with the sale and issuance of the Bonds are hereby ratified,
confirmed and approved.
6. 02 Severability. It is hereby declared that all
parts of this Bond Resolution are severable, and if any
section, paragraph, clause or provision of this Bond
Resolution shall, for any reason, be held to be invalid or
unenforceable, the invalidity or unenforceability of any such
section, paragraph, clause or provision shall not affect the
remaining provisions of this Bond Resolution.
6.03 Conflict. All resolutions, orders and regulations
or parts thereof heretofore adopted or passed which are in
conflict with any of the provisions of this Bond Resolution
are, to the extent of such conflict, hereby repealed.
6.04 Captions. The table of contents or headings
herein are for convenience of reference only and in no way
define, limit or describe the scope or intent of any
provisions or sections of this Bond Resolution.
6.05 Effective Date. This Bond Resolution shall take
effect immediately.
ADOPTED AND APPROVED this 2nd day of December, 86 .
Cha r erson
ATTES .
C' ec rder
L S E A L J
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After due consideration of said resolution by the City
Council, Councilmember Kirk moved to adopt the resolution.
The motion was seconded by Councilmember Bittner and the same
was put to a vote and was unanimously carried by the
affirmative vote of all members present, the vote being as
follows:
AYE: Earl F. Hardwick
Grant Mabey
W. M. "Willie" Stoler
Florence Bittner
Tom Godfrey
Sydney Reed Fonnesbeck
Roselyn Kirk
NAY: None
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(Other business not pertinent to the foregoing appears
in the minutes of the meeting. )
The meeting was then adjourned.
C lK i rson
ATTEST:
City Recorder
( S E A L )
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STATE OF UTAH )
ss.
COUNTY OF UTAH )
I, Kathryn Marshall, the duly qualified and acting City
Recorder of Salt Lake City, Salt Lake County, Utah, do hereby
certify according to the records of said City in my official
possession that the foregoing constitutes a true and correct
copy of the minutes of the meeting of the City Council held
on December 2, 1986 , including a resolution adopted at said
meeting as said minutes and resolution are officially of
record in my possession.
IN WITNESS WHEREOF, I have hereunto subscribed my
official signature and impressed hereon the official seal of
said City this 2nd day of December, 1986.
City Recorder
( S E A L )
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EXHIBIT A
CERTIFICATE OF COMPLIANCE WITH OPEN MEETING LAW
I, Kathryn Marshall, the undersigned City Recorder of
Salt Lake City, Salt Lake County, Utah (the "City" ) , do
hereby certify, according to the records of the City in my
official possession, and upon my own knowledge and belief ,
that in accordance with the requirements of Section 52-4-
6( 2) , Utah Code Annotated, 1953, as amended, I gave not less
than twenty-four ( 24) hours public notice of the agenda,
date, time, and place of the December 2, 1986, public meeting
held by the City as follows:
(a) By causing a Notice, in the form attached
hereto as Schedule "A" , to be posted at the City' s principal
offices on November 26, 1986, at least twenty-four (24) hours
prior to the convening of the meeting, said Notice having
continuously remained so posted and available for public
inspection until the completion of the meeting; and
(b) By causing a copy of such Notice, in the form
attached hereto as Schedule "A" , to be delivered to at least
one newspaper of general circulation within the geographic
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jurisdiction of the Municipality or to a local media
correspondent on November 26, 1986, at least twenty-four ( 24 )
hours prior to the convening of the meeting.
IN WITNESS WHEREOF, I have hereunto subscribed my
official signature this 2nd day of December, 1986.
0' City Recorder
( S E A L )
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SCHEDULE "A"
[Notice of Meeting]
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