HomeMy WebLinkAboutA-18 Refinancing Waterworks Bond
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ORDINANCE NO. A-I'
An Ordinance concerning the refinancing of, and
the construction of extensions, additions and
improvements to the municipal waterworks of the
Town of Carmel, authorizing the issuance of
additional revenue bonds to provide for the
cost thereof, and matters connected therewith
WHEREAS, the Town of Carmel is the owner of and oper-
ates an unencumbered waterworks system furnishing the public
water supply to said Town and its inhabitants; and
WHEREAS, the Board of Trustees has determined that
said waterworks is in need of certain extensions, additions
and improvements in order to provide an adequate volume and
quality of water at proper pressure to the inhabitants of
the Town; and that said extensions, additions and improve-
ments are required in order to protect properly the health,
well-being and property of the Town and its inhabitants; and
WHEREAS, the Town has employed Clyde E. Williams &
Associates, Inc., consulting engineers of South Bend and
Indianapolis, Indiana, to.determine the extensions, addi-
tions and improvements required and the cost thereof and to
prepare plans, specifications and estimates therefor, and
the Board has found from the report of said engineers that
the existing unsatisfactory conditions can be remedied by
the construction of certain extensions, additions and improve-
ments, consisting principally of the construction and in-
stallation of two new wells with pumps, a new treatment
plant, a transmission main, reinforcing and other water
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refinancing of said outstanding obligations and for' the
improvement project should be provided by the issuance and
sale of revenue bonds in the amount of One Million Ninety-
five Thousand Dollars ($1,095,000) payable solely out of
the revenues of said waterworks and not constituting a
general obligation of the Town; and
WHEREAS, the Board. finds that the Town now has out-
standing.certain Waterworks Revenue Bonds of 1965 payable
from the revenues of the waterworks in the amount of Three
Hundred Thousand Dollars ($300,000) authorized by Ordinance
No. A-S, adopted July 10, 1965; issued under date of Octo-
ber 1, 1965, and maturing on November 1 of each year to and
including November 1, 2000, whlch bonds constitute a first
charge upon a certain portion of the gross revenues of the
waterworks; that under the terms and conditions of said
bonds the Town has the right to issue additional waterworks
revenue bonds without adversely affecting the rights of the
holders of the outstanding waterworks revenue bonds, provid-
ed such additional bonds are made junior and subordinate to
said waterworks revenue bonds heretofore issued and now out-
standing; now therefore, .
BE IT ORDAINED BY THE BOARD OF TRUSTEES OF THE TOWN
OF CARMEL, INDIANA:
Section 1. That the Town of Carmel, being the owner
of and engaged in operating a waterworks system supplying
the Town and its inhabitants with a public water supply,
now provide for certain needed extensions, additions and im-
provements to such waterworks and for the refinancing of
certain outstanding obligations, by the issuance of revenue
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bonds payable solely from the revenues and receipts of such
waterworks pursuant to and in the manner prescribed in The
Indiana Code of 1971, and. particularly Title 19, Article 8,
Chapter 7 thereof, and all laws amendatory thereof or supple-
mental thereto (sometimes hereinafter referred to as the
"Act"); provided, however, that the additional revenue bonds
authorized by this ordinance shall be junior and subordinate
in all respects to the bonds designated as "Waterworks.
Revenue Bonds of 1965," outstanding in the amount of Three
Hundred Thousand Dollars ($300,000), and none of the provi-
sions of this ordinance shall be so construed as to affect
the rights of the holders of said outstanding revenue bonds.
The terms "waterworks," "water system," "system," and "water-
works system" where used.in this ordinance shall be construed
to mean and include the existing waterworks system owned by
the Town of Carmel and all extensions, additions and improve-
ments thereto and replacements thereof now or subsequently
constructed or acquired.
Sec. 2. Said extensions, additions and improvements
shall be constructed and installed in accordance with the
plans, specifications and estimates prepared by Clyde E.
Williams & Associates, Inc., consulting engineers of South
Bend~and Indianapolis, Indiana, which plans, specifications
and estimates are hereby approved. The extensions, additions
and improvements shall consist of the construction and instal-
lation of two new wells with pumps, a new treatment plant, a
transmission main, reinforcing and other water mains, addi-
tions of treatment facilities to the existing treatment
plant and necessary appurtenances.
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Sec. 3. The proper officials of the Town are hereby
authorized and directed to proceed with the construction
and installation of said extensions, additions and improve-
ments, and the refunding of the outstanding obligations, and
to enter into all contracts necessary for such purpose in
conformity with the provisions of this ordinance and of said
Act, subject, however, to the following conditions:
(a) The approval of the Public Service Commission'
for the making of said extensions, additions
and improvements, and the issuance of the re-
quired amount of revenue bonds;
(b) That the principal and interest of the bonds
issued on account of such extensions, addi-
tions and improvements, and the refunding,
shall be paid solely and exclusively from the
revenues of said waterworks system and shall
not constitute a general obligation of the
Town.
Sec. 4. The income and revenues of the existing water-
works, together with the income and revenue of all extensions,
additions and improvements thereto and replacements thereof
made pursuant to this ordinance, or subsequently, shall be
set aside into a separate and special fund to be used and
applied in the maintenance and operation thereof, in estab-
lishing a depreciation account, and payment of the now out-
standing revenue bonds and the revenue bonds authorized by
this ordinance and the interest thereon. The proportion of
the gross revenues of said waterworks shall be paid into the
several accounts of said special fund, heretofore established
by Ordinance No. A-8, adopted on July 10, 1965, is hereby
fixed and determined as follows:
(a) Operation and Maintenance Account. Thirty-four
per cent (34%) of the gross revenues of said waterworks shall
be paid into the "Operation and Maintenance Account," and
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shall be used to pay the necessary cost of the reasonable
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and proper operation and maintenance of the waterworks,
including any taxes required to be paid. The sum so set
aside for operation and maintenance shall be applied ex-
clusively to that purpose until a surplus shall have been
accumulated in the Operation and Maintenance Account
which shall be equal to the cost of maintaining and operat-
ing the waterworks during the remainder of the calendar,
operating or fiscal year then current and the cost of main-
taining and operating the waterworks during the calendar,
operating or fiscal year then next ensuing. Any excess
over such surplus may be transferred by the Board of
Trustees to either the Depreciation Account or the Bond
and Interest Redemption Account.
(b) Depreciation Account. Eight per cent (8%) of
the gross revenues of said waterworks shall be paid into
the "Depreciation Account," and shall be expended in making
good depreciation in the waterworks, or in new construction,
extensions or additions to the property of the system. Any
accumulation iri such Depreciation Account not required for
immediate use may be invested as provided by the laws govern-
ing the investment 'of municipal funds, and if so invested
the income from the investment shall accrue to the Depre-
ciation Account. Said account shall not be used for any
purpose other than as herein provided.
(c) Bond and Interest Redemption Account.
Fifty-
eight per cent (58%) of the gross revenues of the water-
works shall, as such revenues are received, be set apart
and paid into the special account identified as the "Bond
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and Interest Redemption Account." The funds in said account
shall be used solely for the purpose of (1) paying the inter-
est on and principal of the Waterworks Revenue Bonds of 1965
issued pursuant to Ordin~nce No. A-B, in accordance with the
terms thereof, and (2) paying the interest on and principal
of the bonds issued pursuant to the provisions of this ordi-
nance in accordance with the terms hereof, and any bonds
hereafter issued ranking on a parity therewith, to the ex-
tent required for said purpose. If and when a surplus shall
be created in said Bond and Interest Redemption Account
which shall be in excess of the interest on and principal
of the bonds, plus ten per cent (10%) which are payable dur-
ing the then current calendar, operating or fiscal year, to-
gether with the amount of interest on and principal of the
bonds which will become due and payable during the calendar,
operating or fiscal year then next ensuing, plus ten per
cent (10%), then the Board may transfer any excess over such
required surplus to either the operation and Maintenance
Account or to the Depreciation Account, or may direct that
any such excess funds over such required surplus shall be
used in the pur~hase or redemption of outstanding bonds at
a price not exceeding the then applicable redemption price
specified in the ordinance authorizing the issuance of said
bonds. No further payments need be made into the Bond and
Interest Redemption Account when the amount contained there-
in equals or exceeds the amount of the principal of the
bonds then outstanding and interest thereon to the dates of
maturity thereof.
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All of the funds of said seve~al accounts shall be de-
posited in lawful depositories of the Town, and shall be
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continuously held and secured or invested as provided by
the laws of Indiana relating to the depositing, securing,
holding and investing of public funds. In no event shall
any of the revenues of said waterworks be transferred or
used for any purpose not authorized by this ordinance so
long as any of the bonds issued pursuant to the provisions
of this ordinance shall be outstanding.
Sec. 5. For the purpose of procuring funds with
which to pay the cost of construction and installation of
the extensions, additions. and improvements to its water-
works, and to pay and discharge the outstanding obligations,
the Town of Carmel shall issue its revenue bonds under and
pursuant to the provisions of this ordinance and said Act,
which bonds shall be payable only out of the special Bond
and Interest Redemption Account hereinabove referred to,
subject to the prior servicing of the outstanding "Water-
works Revenue Bonds of 1965," hereinbefore referred to, in
accordance with the terms thereof. The bonds authorized
by this ordinance shall be designated as "Waterworks Revenue
Improvement and Refunding Bonds," and shall be in a princi-.
pal amount not exceeding One Million Ninety-five Thousand
Dollars ($1,095,000), in the denomination of Five Thousand
Dollars ($5,000), numbered consecutively from '1 up, dated.
as of the first day of the month in which said bonds are
sold, and shall bear interest at a rate, or rates, not ex-
ceeding six per cent (6%) per annum, the exact rate or rates
to be determined by bidding, which interest shall be payable
semi-annually on May 1 and November 1 in each year, begin-
ning on November 1, 1971, and shall be evidenced by coupon~
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attached to said bonds. Both bonds and interest coupons shall
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be payable at the Union State Bank, in the Town of Carmel;
Indiana, or, at the option of the holder, at the principal
office of Merchants National Bank & Trust Company of Indiana-
polis, in the City of Indianapolis, Indiana, in lawful money
of the United States of America, and said bonds shall mature
serially on November 1 in the years and amounts as follows:
Years Amounts Years. Amounts
1972 $30,000 1984 $60,000
1973-1976 incl. 35,000 1985-1986 65,000
1977 40,000 1987 70,000
1978-1979 45,000 1988 75,000
1980-1982 incl. 50,000 1989 80,000
1983 55,000 1990 85,000
1991 90,000
The bonds of this issue maturing on Nov~mber 1, 1982,
and thereafter; shall be redeemable at the option of the Town,
in whole or in part, on May 1, 1982, or any interest payment
date thereafter, in their inverse numerical order, at face
value, together with the following premiums:
4% if redeemed on May 1, 1982, or thereafter on.
or before November 1, 1986,
2% if redeemed on May 1, 1987, or thereafter
. prior to maturity:
plus in each case accrued interest to the date fixed for re-
demption. Notice of such redemption shall be published one
time at least. thirty (30) days prior to the date fixed for re-
demption and a second time at least fifteen (15) days prior to
the date of redemption in a newspaper of general circulation
printed and published in Hamilton County and circulating in
the Town of Carmel, Indiana, and in a newspaper or financial
journal of general circulation published in the City of Indiana-
polis, Indiana. If any of the bonds so to be redeemed are re-
gistered, such notice shall also be mailed to the address of
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the registered holder as shown on the registration records
of the Town. The notice shall specify the date and place of
redemption and the numbers of the bonds called for redemp-
tion. The place of redemption may be the place of payment
named in the bonds, or otherwise as determined by the Town.
Interest on the bonds so called for redemption shall cease
on the redemption date fixed in said notice, if funds are
available at the place of redemption to pay the principal of
and premium and interest on the bonds so called for redemp-
tion, on the date fixed in said notice and thereafter when
presented for payment. Coincidentally with the payment of
the redemption price, the bonds so called for redemption shall
be surrendered for cancellation, together with the unmatured
interest coupons appurtenant thereto.
Sec. 6. Said bonds shall be signed in the name of the
Town of Carmel by the President of the Board of Trustees, and
shall be attested by the Clerk-Treasurer who shall affix the
seal of the Town to each of said bonds. The interest coupons
attached to said bonds shall be executed by placing thereon
the facsimile signature of the Clerk-Treasurer, and said offi-
cial, by the signing of said bonds, shall adopt as and for
his proper signature his facsimile signature appearing on
said coupons. In case any officer whose signature appears on
the bonds and coupons shall cease to be such officer before
the delivery of such bonds, his signature shall nevertheless
be valid and sufficient for all purposes the same as if such
officer had remained in office until such delivery.
Said bonds shall be negotiable by delivery unless re-
qistcred. UpOl1 presentation of the bonds at the office of
the Clerk-Treasurer in the Town of Carmel, said Clerk-Treasurer
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shall register said bonds as to the principal thereof, without
charge or expense to the holder. Such registry shall be noted
on the bonds, after which no transfer thereof will be valid
unless made by the registered owner in person or by his attor-
ney duly authorized, and similarly noted on the bonds, but
said bonds may be discharged from registry by being in like
manner retransferred to bearer, after which they shall be
transferable by delivery, but mayagairi be registered as be-
fore. The registration of any bond shall not affect. the nego-
tiability of the interest coupons attached thereto; but such.
coupons shall continue to pass by delivery merely and shall
remain payable to bearer.
Sec. 7. The form and tenor of said bonds, the inter-
est coupons to be attached thereto, and the form of registry
endorsement thereon, shall be substantially as follows, to-wit:
UNITED STATES OF AMERICA
State of Indiana County of Hamilton
No.
$5,000
TOWN OF CARMEL
WATERWORKS REVENUE IMPROVEMENT
AND REFUNDING BOND
The Town of Carmel, in Hamilton County, State
of Indiana, for value received, hereby promises to
pay to bearer, or if this bond be registered then
to the registered holder hereof, solely out of the
special revenue fund hereinafter referred to, the
principal amount of
FIVE THOUSAND DOLLARS
on the first day of November, 19 (unless this
bond be subject to and called for-prior redemption
and payment provided therefor), and to pay interest
thereon from the date hereof until the principal is
paid at the rate of per cent ( %)
per annum, payable seml-annually on the first days
of May and November in each year, beginning on
November 1, 1971, upon presentation and surrender
of the annexed coupons as they severally become due.
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Both principal and interest of this bond are
payable in lawful money of the united States of
America at the Union State Bank, in the Town of
Carmel, Indiana, or, at the option of the holder,
at the principal office of Merchants National
Bank & Trust Company of Indianapolis, in the City
of Indianapolis, Indiana.
This bond is one of an authorized issue of
two hundred nineteen (219) bonds of the Town of
Carmel, of like date, denomination, tenor and ef-
fect, except as to numbering, dates of maturity
and rates of interest, in the total amount of One
Million Ninety-five Thousand Dollars ($1,095,000),
numbered consecutively from 1 to 219 inclusive,
issued for the purpose of providing funds to pay
the cost of construction of extensions, additions
and improvements to the municipally owned water-
works of said Town, and the refunding of outstand-
ing obligations, pursuant to an ordinance passed
by the Board of Trustees of said Town on April ,
1971, entitled "An Ordinance concerning the refinanc-
ing of, and the construction of extensions, addi-
tions and improvements to the municipal waterworks
of the Town of Carmel, authorizing the issuance
of additional revenue bonds to provide for the
cost thereof, and matters connected therewith,"
and in strict compliance with the provisions of
the governing statutes, particularly Title 19,
Article 8, Chapter 7 of The Indiana Code of 1971,
and all laws amendatory thereof or supplemental
thereto.
The principal and interest of this bond and
all other bonds of said issue, and any bonds rank-
ing on a parity therewith, are equally and ratably
secured by and constitute a charge upon fifty-
eight per cent (58%) of the gross income and reve-
nues of the municipally owned waterworks of the
Town as the same now exists or may hereafter be
improved or extended, which percentage of such in-
come and revenues is to be deposited in a special
fund designated as the "Bond and Interest Redemp-
tion Account" heretofore duly created; all subject,
however, to the prior payment in accordance with
the. terms thereof of the interest on and principal
of certain now outstanding waterworks Revenue Bonds
of 1965, bearing interest at the rates of four and
one-eighths per cent (4-1/8%) per annum, three and
three-fourths per cent (3-3/4%) per annum or three
and seven-eighths per cent (3-7/8%) per annum de-
pending upon the maturity issued under date of
October 1, 1965, now outstanding in the principal
amount of Three Hundred Thousand Dollars ($300,000)
and maturing on November 1 of each year to and in-
cluding November 1, 2000, which bonds were author-
ized by Ordinance No. A-8, adopted on July 10, 1965,
and constituting a first charge upon the revenues
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allocated to said Bond and Interest Redemption
Account. The Town shall not be obligated to pay
said bonds or the interest thereon except from
said special fund, and neither this bond nor the
issue of which it is a part shall in any respect
constitute a corporate indebtedness of the Town
within the provisions and limitations of the con-
stitution of the State of Indiana.
The bonds of this issue maturing on Novem-
ber 1, 1982, and thereafter, are redeemable at
the option of the Town, in whole or in part, on
May 1, 1982, or any interest payment date there-
after, in inverse numerical order, at face value,
together with the following premiums:
4% if redeemed on May 1, 1982; or there-
after on or before
November 1, 1986;
2% if redeemed on May 1, 1987; or there-
after prior to maturity;
plus, in each case, accrued interest to the date
fixed for redemption; provided notice of said re-
demption shall be given one time at least thirty
(30) days, and a second time at least fifteen
(15) days, prior to the redemption date by publi-
cation in a newspaper of general circulation
printed and published in Hamilton County and cir-
culated in the Town of Carmel, Indiana, in a news-
paper or financial journal published in the City
of Indianapolis, Indiana, and a notice shall be
sent by mail to the holders of such bonds as are
then registered. Interest on the bonds so called
for redemption shall cease on the redemption date
fixed in said notice, if funds are available at
the place of redemption to redeem the bonds when
presented. The bonds so redeemed prior to maturi-
ty shall be surrendered for cancellation, together
with unmatured interest coupons appurtenant there-
to.
The Town covenants that it will, to the full-
est permitted by law, fix, maintain and collect an
aggregate of rates and charges for the services
rendered by said waterworks which will be suffi-
cient to pay all costs of operation and mainte-
nance of said waterworks, to provide a proper and
adequate depreciation account, and to create and
maintain the sinking fund required for the payment
of all bonds which by their terms are payable from
the revenues of said waterworks, and that it will
in all other respects faithfully comply with all
of the provisions of the governing statutes pursu-
ant to which this bond is issued. In the event
the Town shall make any default in the payment of
the principal of or interest on this bond, the
holder hereof shall have all of the rights and
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remedies provided by the governing statutes,
including the right to compel the collection of
sufficient rates and charges to provide for the
payment of this bond and the interest hereon.
This bond and all other bonds of said issue
shall, in the hands of bona fide holders, have
all of the qualities of negotiable instruments
under the laws of the State of Indiana. This
bond may be registered in the name of the owner,
in the manner and with the effect provided in
said ordinance, but unless registered shall pass
by delivery. The interest coupons attached here-
to shall at all times pass by delivery. It is
hereby certified and recited that all acts, con-
ditions and things required to be done precedent
to and in the execution, issuance and delivery
of this bond have been done and performed in
regular and due form as provided by law.
IN WITNESS WHEREOF, the Town of Carmel, in
Hamilton County, State of Indiana, has caused
this bond to be signed in its corporate name by
the duly elected, qualified and acting President
of its Board of Trustees, its corporate seal to
be hereunto affixed and attested by its duly
elected, qualified and acting Clerk-Treasurer,
and the interest coupons hereto attached to be
executed by placing thereon the facsimile signa-
ture of said Clerk-Treasurer, all as of the first
day of , 1971.
TOWN OF CARMEL
By
President, Board of Trustees
Attest:
Clerk-Treasurer
(Interest. Coupon)
Coupon No.
$
On 1, 19 ,
the Town of Carmel, Indiana, will pay to bearer
(unless the bond to which this coupon refers is
sooner redeemed) at the Union State Bank, in the
Town of Carmel, Indiana, or, at the option of the
holder, at the principal office of Merchants
National Bank & Trust company of Indianapolis, in
the City of Indianapolis, Inctiana, out of its
waterworks Bond and Interest Redemption Account,
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Dollars in lawful money
of the United States of America, being the in-
terest then due on its Waterworks Revenue Improve-
ment and Refunding Bond, dated , 1971,
No.
TOWN OF CARMEL
By
. (Facsimile)
Clerk-Treasurer
REGISTRATION ENDORSEMENT
This bond can be registered only at the
office of the Clerk-Treasurer of the Town of
Carmel, Indiana. No writing hereon except by
the Clerk-Treasurer.
In Whose Name
Date of Registry Registered Clerk-Treasurer
Sec. 8. The Clerk-Treasurer is hereby authorized and
directed to have said bonds and coupons prepared, and the
President of the Board of Trustees and Clerk-Treasurer are
hereby authorized and directed to execute said bonds and the
coupons to be attached thereto in the form and manner herein-
before provided. The Clerk-Treasurer is hereby authorized
to sell said bonds at public sale. Prior to the sale of the
bonds, the Clerk-Treasurer shall cause to be published a no-
tice of sale once each week for two weeks in the Noblesville
Ledger and the Noblesville Time published in the City of
Noblesville, Indiana, and posted as required by law, there
being no newspaper qualified for legal advertising in the
Town of Carmel, and one time in The Indianapolis Commercial
published in the ci.ty of Indianapolis, Indiana. The date
fixed for the sale shall not be earlier than seven (7) days
after the last of said publications. The bond sale notice
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shall state the time and place of sale, the total amount of
bonds, the maximum rate of interest thereon, the maturities
thereof, the purpose for which the bonds are being issued,
the terms and conditions on which bids will be received and
the sale made, and shall set out such other information as
the Clerk-Treasurer, acting on the advice of the Town Attor-
ney and bond counsel, shall deem necessary.
All bids for said bonds shall be sealed and shall be
presented to the Clerk-Treasurer at his office. Bidders
shall be required to name the rate or rates of interest
which the bonds are to bear, not exceeding the maximum rate
hereinbefore fixed. Such interest rate shall be in multi-
pIes of one-eighth (1/8) or one-tenth (1/10) of one per cent
(1%), and not more than three (3) interest rates shall be
named by each bidder. The Clerk-Treasurer shall award the
bonds to the highest qualified bidder. The highest quali-
fied bidder shall be the one who offers the lowest interest
cost to the Town, to be determined by computing the total
interest on all of the bonds to their maturities and deduct-
ing therefrom the premium bid, if any. No bid for less than
the par value o~ said bonds, including accrued interest to
the date of delivery, shall be considered. The Clerk-
Treasurer shall have the right to reject any and all bids,
and in the event no satisfactory bids are received, the Clerk-
Treasurer shall be authorized to continue the sale from day
to day for a period of thirty (30) days without readvertise~
ment; provided, however, that if said sale be continued no
bid shall be accepted which is lower than the highest bid re-
cci ved a l: the time fixed for such sale in the bond s ale notice.
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Prior to the delivery of the bonds, the Clerk-
Treasurer shall obtain a legal opinion as to the validity
of the bonds from Ice Miller Donadio & Ryan, acting as bond
counsel for the Town, and furnish such opinion to the pur-
chasers of the bonds. The fee of such bond counsel shall
be considered as part of the cost of the project on account
of which said bonds are issued and shall be paid out of the
proceeds of said bonds.
Sec. 9. In the event it shall be hereafter deter-
mined that it is not necessary to issue all of the bonds
authorized by this ordinance, or the Public service Commis-
sion shall not approve the issuance of said total amount of
bonds, the Clerk-Treasurer shall be authorized to sell and
deliver a lesser amount of bonds than herein authorized, in
which case the bonds not sold or delivered shall be of the
last maturity of maturities.
The bonds herein authorized, when fully paid for and
delivered to the purchaser, shall be the binding and special
revenue obligations of the Town payable out of the income
and revenues of the waterworks system of said Town according
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to their tenor and effect, and the proceeds derived from the
sale of said bonds shall be and are hereby set aside for the
purpose of refunding the outstanding obligations and for pay-
ing the cost of construction and installation of the afore-
said extensions, additions and improvements to said water-
works and the expenses necessarily incurred in connection
therewith, including the expenses incurred in connection with
the issuance and sale of the bonds, and for the payment of
interest accruing on the bonds during the period of construc-
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tion, if required for that purpose. The proper officers of
the Town are hereby directed to draw all proper and neces-
sary warrants, and to do all acts and things which may be
necessary to carry out the provisions of this ordinance.
Sec. 10. Any accrued interest and any premium re-
ceived at the time of the delivery of the bonds shall be de-
posited in the Bond and Interest Redemption Account herein-
before created. The remaining proceeds from the sale of.
the bonds shall be deposited in a bank or banks which are
legally designated and qualified depositories for the funds
of the Town, in a special account or accounts to be desig-
nated as "Town of Carmel, waterworks Refunding and Construc-
tion Account." Each of ~uch special accounts shall be de-
posited, secured and held or invested as providedbyilie
laws relating to the depositing, securing and holding or in-
vesting of public funds, including Chapter I, Article 13,
Title 5 of The Indiana Code of 1971, and may be secured in
any other lawful manner agreed upon by the Clerk-Treasurer
and the purchaser of the bonds. The funds in such special
account or accounts shall be expended only for the purpose
of discharging the, outstanding obligations and paying the
cost of the extensions, additions and improvements to said
waterworks as herein authorized, the incidental expenses in-
curred in connection therewith and with the issuance of bonds,
and for the payment of interest accruing on the bonds during
the period of construction, if required for that purpose.
Any balance or balances remaining unexpended in such special
account or accounts after the completion of the work, which
are not required to meet unpaid obligations incurred in con-
nection with the construction of the work, shall be deposited'
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in the Bond and Interest Redemption Account.
Sec. 11. The Town shall keep proper books of records
and accounts, separate and apart from all of its other re-
cords and accounts, in which complete and correct entries
shall be made showing all revenues collected from said water-
works and deposited in the special accounts hereinbefore es-
tablished and all disbursements made therefrom and all trans-
actions relating to said waterworks. There shall be prepared
and furnished to the original purchaser of the bonds and,
upon written request, to any holder of the bonds, not more
than ninety.(90) days after the close of each annual fiscal
period, complete operating and income statements of the water-
works, in reasonable detail covering such annual fiscal per-
iod, which statements shall be certified by the Clerk-
Treasurer or. a competent auditor employed for the purpose of
making an audit of the records of said waterworks. Copies
of all such statements and reports shall at all times be kept
on file in the office of the Clerk-Treasurer. Any holder of
the bonds shall have the right at all reasonable times to in-
spect the waterworks and the records, accounts and data of
the Town relating thereto.
Sec. 12. The Town shall, to the fullest extent per-
mitted by law, establish, maintain and collect reasonable
and just rates and charges for the services and facilities
afforded by said waterworks which will provide revenues at
least sufficient to pay the reasonable and proper cost of
the maintenance and operation of the waterworks, to provide
a proper and reasonable depreciation account, and to pay the
principal of and interest on all bonds which, by their terms,
are payable from the revenues of the waterworks, as the same
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become due, and to create a surplus or margin of ten per
cent (10%) of the principal and interest due each year. So
long as any of the bonds herein authorized are outstanding,
none of the facilities and service afforded by said water-
works shall be furnished without a reasonable and just
charge being made therefor. The reasonable value of any fa-
cility or service rendered to the Town; or to any depart-
ment, agency or instrumentality thereof, including the use.
of water for hydrants for fire protection or for any other
purpose, shall be charged against the Town and shall be paid
for as the charges accrue, and the revenue so received shall
be deemed to be revenue derived from the operation of the
waterworks and shall be used and accounted
for in the same
manner as other revenues derived from the operation of the
waterworks. The Town covenants to the fullest extent permit-
ted by law, and subject to approval by the Public Service
Commission, to maintain a minimum of three hundred seventy-
four (374) hydrants, and to pay an annual rental of One
Hundred Eighty-five Dollars ($185) per hydrant, per year,
which the Board of Trustees now finds is a reasonable and
proper charge therefor. Said minimum number of hydrants
shall be maintained and said rental will be paid by the Town
to the various waterworks revenue accounts in the proportions
and percentages as hereinabove set forth, so long as any of
the bonds herein authorized are outstanding.
Sec. 13. The Town reserves the right to authorize
and issue additional bonds, payable out of the revenues of
the waterworks, of equal priority with the bonds authorized
by this ordinance, for the purpose of financing the cost qf
future additions, extensions and improvements to the water-
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works, subject to the following conditions:
(a) The interest on and principal of all bonds paya-
ble from the revenues of the waterworks shall have been paid
to date in accordance with the terms thereof, and all re-
quired payments into the Bond and Interest Redemption Account
have been made in accordance with the provisions of Ordinance
No. A-a, and the provisions of this ordinance.
(b) (1) The amount of gross revenues of the water-
works allocated by Sec. 4(c) of this ordinance to and depos-
ited in the Bond and Interest Redemption Account in the cal-
endar year immediately preceding the issuance of any such
additional equal priority bonds shall be not less than one
hundred twenty-five per cent (125%) of the maximum annual
interest and principal requirements of the then outstanding
bonds and the additional equal priority bonds proposed to be
issued; or
(2) prior to the issuance of said equal priority
bonds, the proportion of the gross revenues allocated to
said Bond and Interest Redemption Account shall be increased
sufficiently so that said increased proportion applied to
the previous calendar year's gross revenues would have pro-
duced revenues in said Bond and Interest Redemption Account
for said year equal to not less than one hundred twenty-five
per cent (125%) of the maximum annual interest and principal
requirements of the then outstanding bonds and the addition-
al equal priority bonds proposed to be issued; or
(3) prior to the issuance of said equal priority
bonds, the water rates and charges shall be increased suffi-
ciently and the proportion of gross revenues allocated to said.
Bond and Interest Redemption Account increased sufficiently so
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that rates and charges applied to the previous calendar year's
operations would have produced gross revenues in an amount
so. that the proportion allocated to said Bond and Interest
Redemption Account for said year would have equaled not less
than one hundred twenty-five per cent (125%) of the maxi-
mum annual interest and principal requirements of the then
outstanding bonds and the additional equal priority bonds
proposed to be issued.
For purposes of this subsection, the records of the
waterworks shall be analyzed and all showings shall be pre-
pared by an independent certified public accountant employed
by the Town for that purpose.
(c) The interest on the additional parity bonds
shall be payable semi-annually on May 1 and November 1, and
the principal shall be payable annually on November 1 in
the years in which interest and principal are payable.
(d) The issuance of the proposed additional equal
priority bonds and any necessary increase in water rates
and charges shall have been approved by the Public service
Commission of Indiana in the manner and to the extent pro-
vided by law.
Sec. 14. For the purpose of further safeguarding the
interest of the holders of the bonds, it is specifically pro-
vided as follows:
(a) All construction contracts shall be let to re-
sponsible contractors who shall be required to furnish con-
struction bonds running to the Town of Carmel, in an amount
equal to one hundred per cent (100%) of the amount of such
contracts, to insure the completion of such contracts in ac-
cor dance with their terms, and such contractors shall be
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required to carry such employer's liability and public
liability insurance as are required under the laws of the
State of Indiana in the case of public contracts.
(b) The extensions, additions and improvements shall
be contracted for and constructed to the approval of Clyde
E. Williams & Associates, Inc., consulting engineers of
South Bend and Indianapolis, Indiana, now employed by. the
Town, or such other consulting engineers as may hereafter
be employed by the Town. All estimates for work done and
material furnished shall first be checked by the consulting
engineers before being approved by the Town.
(c) The Town shall, at all times, maintain said water-
works in good condition and operate the same in an efficient
manner and at a reasonable cost.
(d) So long as any of the bonds herein authorized
are outstanding, the Town shall maintain insurance on the in-
surable parts of the waterworks of a kind and in an amount
such as is usually carried by private companies engaged in a
similar type of business. All insurance shall be placed with
responsible insurance companies qualified to do business in
the State of Indiana, and any insurance proceeds collected
shall be used in replacing the property destroyed or damaged.
(e) So long as any of the bonds herein authorized
are outstanding, the Town shall not mortgage, pledge or other-
wise encumber its waterworks or any part thereof, and shall
not sell, lease or otherwise dispose of any portion thereof
except such property as may become worn out, obsolete or no
longer needed; nor shall the Town execute or issue any addi-
tional bonds or other obligations pledging any portion of
the revenues of said waterworks, except as provided in Sec. 13
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of this ordinance, unless the same be made subordinate and
junior in all respects to the bonds herein authorized.
(f) The provisions of this ordinance shall be con-
strued to create a trust in the proceeds derived from the
sale of the bonds herein authori zed,' for the uses and pur-
poses herein set forth, and so long as any of said bonds are
outstanding the provisions of this ordinance shall also be
construed to create a trust in the fixed proportion of the
revenues of the waterworks herein directed to be set apart
and paid into the Bond and Interest Redemption Account for
the uses and purposes of said account as in this ordinance
set forth.
(g) The provisions of this ordinance shall consti-
tute a contract by and between the Town of Carmel and the
holders of the bonds herein authorized, all of the terms of
which shall be enforceable in law or in equity, and after
the issuance of the bonds this ordinance shall not be re-
pealed or amended in any respect which will adversely affect
the rights and interests of the holders of said bonds, nor
shall the Board of Trustees of the Town adopt any law, ordi-
nance or resolution in any way adversely affecting the rights
of such holders so long as any of the bonds or the interest
thereon remain unpaid. The holders of the bonds shall have
all of the rights, remedies and privileges, either expressly
set forth in the provisions of Chapter 17, Article 3, Title
19 of The Indiana Code of 1971, and all laws amendatory there-
of and supplemental thereto, or implied therein, including
the right to compel the collection of sufficient rates and
charges to provide for the payment of the bonds issued here-
under and the interest thereon.
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Sec. 15. All ordinances and parts of ordinances in
conflict herewith are hereby repealed; provided, however,
that none of the provisions of this ordinance shall be so
construed as to repeal or modify the provisions of Ordinance
No. A-S, hereinbefore referred to, so as to adversely affect
the rights, interests or priorities of the holders of the
outstanding Waterworks Revenue Bonds of 1965 issued pursuant
to said ordinance.
Sec. 16. This ordinance shall be in full force and
effect from and after its passage.
Passed and adopted by the Board of Trustees of the
Jt '
Town of Carmel on the ~ day of April, 1971.
Attest:
~1'~~~'
C erk-Treasurer
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