HomeMy WebLinkAboutA-44 Amend Sec.5,7,13,16/A-43
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ORDINANCE NO.'
An Ordinance to amend Secs.' 5, 7, 13 and 16 of,
Ordinance No. A-43, entitled "An Ordinance con-
cerning the construction of extensions, additions,
and improvements to the municipal waterworks of
the Town of Carmel, authorizing the issuance of
revenue bonds to provide for the cost thereof and
all matters connected therewith."
WHEREAS, the Board of Trustees has heretofore, on March
26, 1974, adopted Ordinance No. A-43, which ordinance, among
other things, authorized the issuance of bonds of the Town
designated "Waterworks Revenue Improvementl.'Bonds of 1974," in
the amount of Five Hundred Forty Thousand Dollars ($540,000),
and the public sale of the same bearing interest at a rate or
rates not exceeding six and one-half per cent (6~1/2%) per
annum (the exact rate or rates to be determined by bidding)
and
WHEREAS, the Board now finds that there will be addi-
tional funds on hand to apply on the project and that the bond
issue can be reduced to Five Hundred Five Thousand Dollars
($505,000); but that due to deterioration of the municipal bond
market since such time, the marketability of said bonds at such
maximum interest rate is questionable; and
WHEREAS, the Board finds that said ordinance should be
amended to reduce the bond issue and to increase the maximum
interest rate authorized for such bonds to seven and one-fourth
per cent (7-1/4%) per annum; and
WHEREAS, the Board finds that other amendments are de-
sirable to possibly permit advance refunding of said bonds; now
therefore,
CARMEL, INDIANA:
BE IT ORDAINED BY THE BOARD OF TRUSTEES OF THE TOWN OF
This Instrument Recorded, ~~ 3/ 197'1
JUNE M. HEDGES, RECORDER:HAM TON COUNTY, IND.
1mn'R' 143 l>/fGE 269
Section 1. That Sec. 5 of Ordinance No. A-43, adopted
March 26, 1974 ,be and' the' same'is' "he:teby."cam",rided to';'read as
follows:
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'
waterworks, 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 Ordi-
nance and Ordinance No. A-43 and said Act, which bonds
shall be payable only out of the special Bond and Inter-
est Redemption Account hereinabove referred to, subject
to the prior servicing.of the outstanding' "waterworks
Revenue Bonds of 1965", hereinabove referred to, in ac-
cordance with the terms thereof. The bonds authorized
by this Ordinance shall be designated as "Waterworks
Revenue Improvement Bonds of 1974" and shall' be in a
principal amount not exceeding Five Hundred Five Thousand
Dollars ($505,000) numbered consecutively from One (1) up
to One Hundred One (191) inclusive, 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 exceeding seven and
one-fourth per cent (7-1/4%) per annum (the exact rate
or rates to be determined by bidding) which interest
shall be payable on November 1, 1974, and each May 1st
and November 1st thereafter and such interest shall be
evidenced by coupons attached to said bonds. Both bonds
and interest coupons shall be payable at the Union State
Bank,in the Town of Carmel, Indiana, or, at the option
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~..llLPJrnc:~270
of the holder, at the principal office of Merchants
National Bank & Trust Company of Indianapolis in the
City of Indianapolis, Indiana, in lawful money of the
united States of America, and said bonds shall mature
serially on November 1st in the years and amounts as
follows:
Years
'Amounts
Years
Amounts
, -,'1975
1976
1977
1978
1979
1980
1981
1982
1983
$15,000
15,000
20,000
20,000
20,000
20,000
20,000
20,000
25,000
1984
1985
1986
1987
1988
1989
1990
1991
1992
$30,000
30,000
30,000
30,000
35,000
40,000
40,000
50,000
45,000
The bonds of this issue maturing on November 1, 1985,
and thereafter shall be redeemable at the option of the
Town, in whole or in part on May 1, 1985, or any interest
payment date thereafter, in their inverse numerical order,
at face value, together with the following premiums:
3% if redeemed on May 1, 1985, or thereafter on
or before November 1, 1989;
1% if redeemed on May 1, 1990, or thereafter
prior to maturity,
plus in each case accrued interest to the date fixed for
redemption. Notice of such redemption shall be published
one time at least thirty (30) days prior to the date
fixed for redemption 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 inthe Town of Carmel, Indiana,
and in a newspaper or financial journal of general circu-
lation published in the City of Indianapolis, Indiana.
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13-crO"R.-14LpJ<:GE 271
If any of the bonds so to be redeemed are registered,
such notice shall also be mailed to the address of 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
redemption. The place of redemption may be the place
of payment named in the bonds, or otherwise as deter-
mined 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 re-
demption to pay the principal of and premium and inter-
est on the bonds so called for redemption, on the date
"fixed in said notice and thereafter when presented for
payment. Coincidentally with the payment of the redemp-
tion price, the bonds so called for redemption; shall be
surrendered for cancellation, together with the unmatured
interest coupons appurtenant thereto.
Section 2. That Sec. 7 of Ordinance No. A-43, adopted
March 26, 1974, be and the same is hereby amended to read as .."""
follows:
Sec. 7. The form and te~orof said bonds the inter-
est coupons to be attached thereto in registering en-
dorsement thereon shall be substantially as follows: to-
wit:
UNITED STATES OF AMERICA
State of Indiana County of Hamilton
$5,000
No.
TOWN OF CARMEL
WATERWORKS REVENUE IMPROVEMENT
BOND OF 1974
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!to'OK~PJfGl! 2'72
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 holder hereof,
solely out of the special revenue fund hereinafter re-
ferred 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 pay-
ment provided therefor), and to pay interest thereon
from the date hereof until .the principal is paid at
the rate of . . per cent ( I) per
annum payable semi-annually on the first days of May
and November in each year, beginning on November I,
1974, upon presentation and surrender of the annexed
coupons as they severally become due.
Both principal and interest 0 f 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 of-
fice of Merchants National Bank & Trust Company of
Indianapolis, in the City of Indianapolis, Indiana.
This bond is one of an authorized issue of one :
hundred one (101) bonds of the Town of Carmel, of like
date, denomination, tenor. and effect, except as to
numbering, dates of maturity and rates of interest, in
the total amount of Five Hundred Five Thousand Dollars
($505,000) numbered consecutively from 1 to 101 inclu-
sive, issued for the purpose of providing funds to pay
the cost of construction of extensions, additions and
improvements to the municipally owned waterworks of
said Town, pursuant to an ordinance passed by the
Board of Trustees of said Town in March, 1974, entitled
"An Ordinance concerning the construction of extensions,
additions and improvements to the municipal waterworks
of the Town of Carmel, authorizing the issuance of addi-
tional revenue bonds to provide for the cost thereof,
and matters connected therewith", as amended, and in
strict compliance with the provisions of the governing
statutes, particularly Title 19 Article 3 Chapter 17 of
The Indiana Code of 1971, and all laws amendatory there-
of.or supplemental thereto.
The principal and interest of this bond and all
other bonds of said issue, and any bonds ranking 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 revenues of the municipally owned
waterworks of the Town as the same now exist or may
hereafter be improved or extended, which percentage of
such income and revenues is to be deposited in a special
fund designated as the "Bond and Interest Redemption
Account", heretofore duly created; all subject, however,
to the proper payment in accordance with the terms
thereof of the interest on and principal of certain no-
outstanding Waterworks Revenue Bonds of 1965, bearing
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13-CiOK~PAGE 273
interest at the rate of three and three-fourths per
cent (3-3/4%) per annum or three and seven-eights per
cent (3-7/8%) per annum, depending ppon the maturities
issued under date of October 1, 1965, now outstanding
in the principal amount of Two Hundred Eighty-five
Thousand Dollars ($285,000) and maturing on November 1,
in the years 1974 to 200p,inclusive, which bonds con-
stitute a first charge upon the revenues allocated to
said Bond and Interest Redemption Account. The prin-
cipal of and interest on this bond and all other bonds
of said issue shall rank on a parity with certain
bonds designated Waterworks Revenue Improvement and
Refunding Bonds, presently outstanding in the amount
of One Million Fifty-five Thousand Dollars ($1,055,000),
bearing interest at the rates of six and three-eights
per cent (6-3/8%) or six and one-half per cent (6-1/2%~
depending upon the maturities, and maturing on November
1, in the years 1974 to 1996, inclusive. 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 constitu-
tion of the State of Indiana.
The bonds of this issue maturing on November 1,
1985, and thereafter shall be redeemable at the option
of the Town on May 1, 1985, or any interest payment date
thereafter in whole or in part, in inverse numerical
order, at face value, together with the following pre-
miums:
3% if redeemed on May 1, 1985, or thereafter
on or before November 1, 1989;
1% if redeemed on May 1, 1990, or thereafter
prior to maturity;
plus, in each case, accrued interest tofue date fixed
for redemption; provided notice of said redemption 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 publication in a newspaper of general
circulation printed and published in Hamilton County and
circulated in the Town of Carmel, Indiana, in a newspaper
of financial journal published in the City of Indiana-
polis, Indiana, and a notice shall be sent by mail to
the holders of such bonds as are then registered. Inter-
est 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 where presented. The bonds so redeemed prior to
maturity shall be surrendered for cancellation together
with unmatured interest coupons appurtenant thereto.
The Town covenants that it will, to the fullest
extent permitted by law, fix, maintain and collect an
aggregate of rates and charges for the services rendered
by said waterworks which will be sufficient to pay all
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. BOOK~PAGE 274
costs of operation and maintenance 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 pur-
suant 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 remedies pro-
vided 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 thereon.
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 hereto
shall at all times pass by delivery. It is hereby cer-
tified and recited that all acts, conditions 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 Hamil-
ton 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-Treasur-
er, and the interest coupons hereto attached to be exe-
cuted by placing thereon the facsimile signature of said
Clerk-Treasurer, all as of the first day of
1974.
TOWN OF CARMEJ"
By
President, Board of Trustees
Attest:
Clerk-Treasurer
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aOOK 143 PAGE 275
(INTEREST COUPON)
Coupon No.
$
On 1, 19 ,the Town of Carmel,
Indiana, will pay to bearer (unless the bonds ~o 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 Mer-
chants National Bank & Trust Company of Indianapolis,
in the City of Indianapolis, Indiana, out of its water-
works Bond and Interest Redemption Account,
Dollars ($
in lawful money of the United States of America, being
the interest then due on its Waterworks Revenue Improve-
ment Bond of 1974 dated , 1974, No.
TOWN OF CARMEL
By
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.
lIn"."Whose",iN:ame
Date of Registry Registered
Clerk-Treasurer
Section 3. That Sec. 13 of Ordinance No. A-43, adopted
March 26, 1974, be and the same is hereby a ended to read as
follows:
Sec. 13. The Town reserves the light to authorize
and issue additional bonds, payable Ojt of the revenues
of the waterworks, of equal priority ith the bonds auth-
orized by this ordinance, for the pur ose of refunding
outstanding bonds or of financing the cost of future addi-
tions, extensions and improvements to the waterworks
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BOOK :143 pAGE 276
subject to the following conditions:'
(a) The interest on and principal of all bonds pay-
'able from the revenues of the waterworks shall have been paid
to date in accordance with the terms thereof, and all required
,payments into the Bond and Interest Redemption Account have
been made in accordance with the provisions of the ordinances
authorizing any waterworks bonds then outstanding and the pro-
visions of this Ordinance.
(b) (1) The amount of gross revenues of the waterworks
allocated by Section 4. (c) of this ordinance to and deposited
in the Bond and Interest Redemption Account in the calendar 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 suffi-
ciently so that said increased proportion applied to the pre-
vious calendar year's gross revenues would have produced
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 adillitional 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
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mm~~~~E277
Bond and Interest Redemption Account increased sufficiently so
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 Redemp-
tion Account for said year would have equaled not less than one
hundred twenty-five per cent (125%) of the maximum annual inter-
est and principal requirements of the then outstanding bonds
and the additional equal priority bonds proposed to be issued.
If the bonds being issued are to refund outstanding
bonds, the parity test in this subsection shall be applied to
either the maximum annual interest and principal requirements
of either the refunding bonds or the bonds to be refunded,
whichever is larger, but not to both.
For purposes of this subsection, the records of the
waterworks shall be analyzed and all showings shall be prepared
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 1st and November 1st and the
principal shall be payable annually on November 1st 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 provided by law.
Section 4. That Sec. 16 of Ordinance No. A-43, adopted
March 26, 1974, be and the same is hereby amended to read as
follows:
Sec. 16. If, when the bonds secured hereby shall
have become due and payable in accordance with their
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tRfOl( 143 MGE 278
terms, or shall have been duly called for redemption, or
irrevocable instructions so calling the bonds for redemption
shall have been given by the Town, and the whole amount of the
principal and the interest and the premium, if any, so due and
payable upon all of the bonds and coupons then outstanding
shall be paid, or sufficient moneys or direct obligations of
or obligations unconditionally guaranteed by the united States
Government, or certificates of deposits secured to the full
amount thereof by direct obligations of or obligations uncon-
ditionally guaranteed by the united States Government, the
principal of and the interest on which when due will provide
sufficient moneys, shall be held in Trust for such purpose under
the provisions of this Ordinance, and provision shall also be
made for paying all other sums payable hereunder by the Town,
then and in that case the right, title and interest hereunder
shall thereupon cease, determine and become void.
Section 5. This Ordinance shall be in full force and
effect from and after its passage.
Passed and adopted by the Board of Trustees of the Town
This Instrument Recorded, ~ 3/ 197'/
JUNE M. HEDGES. RECORDER. HA ILTON COUf>/TY, IND.
of Carmel on the ~!? day of
, 1974
~E/~~t~c~~~~ ~CO~D
JUL 311974
BOOK PAGE
r7.. ,. I ,~ .~-v::. j ___1
.>'R'"ECORDER HAMilTON COUNTY, iN~iA:;:"--~
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