O-13-05 02/14/2005000 #: 0530027086 Fee: $72.50
Eugene "Gene" Moore
Cook County Recorder of Deeds
Date: 1012712005 12:29 PM Pg: 1 of 25
ORDINANCE NO.0 -13-05-
AN ORDINANCE AUTHORIZING THE EXECUTION OF
AN ANNEXATION AGREEMENT FOR AN APPROXIMATELY THREE (3)
ACRE PARCEL LOCATED EAST OF KEEPATAW TRAILS SUBDIVISION,
AT 12806 ARCHER AVENUE, IN LEMONT, ILLINOIS
(CROSSING CREEK SUBDIVISION)
ADOPTED BY THE
PRESIDENT AND BOARD OF TRUSTEES
OF THE VILLAGE OF LEMONT
THIS 14Th DAY OF FEBRUARY, 2005
PUBLISHED IN PAMPHLET FORM BY
AUTHORITY OF THE PRESIDENT AND
BOARD OF TRUSTEES OF THE VILLAGE
OF LEMONT, COOK, WILL AND DUPAGE
COUNTIES, ILLINOIS, THIS 14Th DAY
OF FEBRUARY, 2005
ORDINANCE NO.
-/305
AN ORDINANCE AUTHORIZING THE EXECUTION OF
AN ANNEXATION AGREEMENT FOR AN APPROXIMATELY THREE (3)
ACRE PARCEL LOCATED EAST OF KEEPATAW TRAILS SUBDIVISION,
AT 12806 ARCHER AVENUE IN LEMONT, ILLINOIS
(CROSSING CREEK SUBDIVISION)
WHEREAS, the legal owners of record of the territory which is the subject of an Annexation
Agreement are ready, willing and able to enter into said agreement and perform the obligations as
required therein and;
WHEREAS, a copy of said Annexation Agreement has been attached hereto and included
herein; and
WHEREAS, the statutory procedures provided for in the Illinois Municipal Code for the
execution of said agreement have been fully complied with.
NOW, THEREFORE, BE IT ORDAINED BY THE PRESIDENT AND BOARD OF
TRUSTEES OF THE VILLAGE OF LEMONT, COUNTIES OF COOK, DUPAGE, AND WILL,
STATE OF ILLINOIS, AS FOLLOWS:
SECTION 1: That this ordinance shall be in full force and effect from and after its passage,
approval, and publication in pamphlet form as provided by law.
PASSED AND APPROVED BY THE PRESIDENT AND BOARD OF TRUSTEES OF
THE VILLAGE OF LEMONT, COUNTIES OF COOK, DUPAGE, AND WILL, ILLINOIS, on
this 14`h day of February, 2005
AYES NAYS ABSTAIN ABSENT
Debbie Blatzer V
Peter Coules V
Brian Reaves ✓
Steven Rosendahl
Ron Stapleton
Jeanette Virgilio
POI 21
Attest:
RLENE SMOLLEN, Village Clerk
Approved by me this l4`h day of February, 2005
JOHN F. PIAZZA,
ge President
L,ICOMMUNITY DEVELOPMENT DEPTCASE FILES12004124.16 - Crossing Creek Sub1EXECUTE AGRMNF ORD.wpd
CROSSING CREEK SUBDIVISION
ANNEXATION AGREEMENT
ARTICLE TITLE
I Annexation
II Zoning and Land Use Restrictions
III Required Improvements
IV Dedication and Construction of Streets, Sidewalks,
Miscellaneous
V Changes to Development Plan
VI Contributions and Annexation Fees
VII Water & Sewerage System Improvement Contributions
VIII Easements and Utilities
IX Development Codes and Ordinances and General Matters
X Approval of Plans
XI Notice of Violations
XII Maintenance Bond
XIII Damage to Public Improvements
XIV Binding Effect and Term and Covenants Running with the
Land
XV Notices
XVI Certificates of Occupancy
XVII Warranties and Representations
—1—
ARTICLE TITLE
XVIII Continuity of Obligations
XIX No Waiver or Relinquishment of Right to Enforce
Agreement
XX Village Approval or Direction
XXI Singular and Plural
XXII Section Headings and Subheadings
XXIII Recording
XXIV Authorization to Execute
XXV Amendment
XXVI Counterparts
XXVII Curing Default
XXIII Conflicts Between the Text and Exhibits
XXIX Severability
XXX Definition of the Village
XXXI Reimbursement of Costs
XXXII Execution of this Agreement
—2—
EXHIBIT
A
B
C
D
EXHIBITS
TITLE
Legal Description of Subject Property
Plat of Annexation of Subject Property
Preliminary Plan
Preliminary Landscape Plan
—3—
CROSSING CREEK SUBDIVISION
ANNEXATION AGREEMENT
THIS AGREEMENT, made and entered into this 14th day of February, 2005 between
the VILLAGE OF LEMONT, a municipal corporation of the Counties of Cook, DuPage and
Will, in the State of Illinois (hereinafter referred to as "VILLAGE ") and JOHN BOBAK
(hereinafter referred to as the "OWNER.
WHEREAS, the OWNER is the Owner of Record of the real estate, the legal description of
which is attached hereto as Exhibit "A" (hereinafter referred to as the "TERRITORY ") and by this
reference is made a part hereof; and
WHEREAS, the TERRITORY has not been annexed to any municipality; and,
WHEREAS, the TERRITORY constitute an area that is contiguous to and may be annexed
to the VILLAGE, as provided under the Illinois Municipal Code, 65 ILCS 5/7 -1 -1, et. seq.; and,
WHEREAS, the OWNER and VILLAGE agree that they will be bound by the terms of this
Annexation Agreement; and,
WHEREAS, the VILLAGE would extend its zoning, building, health and other
municipal regulations and ordinances over the TERRITORY, thereby protecting the VILLAGE
from possible undesirable or inharmonious use and development of unincorporated areas
surrounding the VILLAGE; and,
WHEREAS, the new boundaries of the VILLAGE OF LEMONT, resulting from this
Annexation shall extend to the far side of every highway and shall include all of every highway not
already annexed; and,
WHEREAS, the parties desire, pursuant to Chapter 65, Article 5, Section 11 -15.1 of the
Illinois Municipal Code, to enter into an Agreement with respect to Annexation of the TERRITORY
and various other matters; and,
WHEREAS, pursuant to the provisions of the Statute, the corporate authority of said
VILLAGE has duly fixed a time for and held a hearing upon the Annexation Agreement and has
given notice of said hearing; and,
WHEREAS, The corporate authority of the VILLAGE has considered the Annexation of the
TERRITORY described in the Petition and has determined that the best interest of the VILLAGE
will be met if the TERRITORY are annexed to the VILLAGE and developed in accordance with the
provisions of the Agreement.
—4—
NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants
hereinafter contained, the parties agree as follows:
I
ANNEXATION
1. Subject to the provisions of Chapter 65, Article 5 Section 7 of the Illinois Municipal Code,
the parties hereto respectively agree to do all things necessary or appropriate to cause the
TERRITORY to be validly annexed to the VILLAGE as promptly as possible after execution of this
agreement.
2. The Plat of Annexation of said TERRITORY is attached hereto as Exhibit "B ". Said Plat
extends the new boundaries of the VILLAGE to the far side of any adjacent highway not already
annexed and includes all of every highway within the TERRITORY so annexed.
II
ZONING AND LAND USE RESTRICTIONS
1. Upon the Annexation of the TERRITORY to the VILLAGE, the parcel shown on the plat
of annexation attached as Exhibit "B" shall be classified under the existing zoning ordinance, as
amended, as R -4 Single Family Detached Residence District. Prior to the date of this Agreement,
such public hearings as are necessary to enable the VILLAGE lawfully to grant said zoning
classification as to the TERRITORY have been conducted upon proper notice, and no further action
need be taken by the OWNER to cause the TERRITORY to be re -zoned once the TERRITORY is
annexed to the VILLAGE. The TERRITORY shall be developed in accordance with Preliminary
Subdivision Plan, prepared by Johnson, Winemiller & Fisher, Inc. and dated 7/31/04, last revision
dated December 1, 2004, attached hereto and incorporated herein as Exhibit "C"; and the Preliminary
Landscape Plan, prepared by Johnson, Winemiller & Fisher, Inc. and dated December 2, 2004
attached hereto and incorporated herein as Exhibit "D."
2. Final Plat approval shall lapse in the event the OWNER does not file a complete
application for a site development permit within one (1) year of the effective date of this
AGREEMENT.
3. Within 30 days after receipt of an application by OWNER for a building permit for
construction of any buildings, or other improvements on the TERRITORY, the VILLAGE shall
either issue a permit authorizing such construction, issue a permit authorizing such construction
subject to satisfaction of specified conditions consistent with the terms of this Agreement, or issue a
letter of denial of such permit specifying the basis of said denial by reference to the provisions of the
VILLAGE's Building Code applied in accordance with this Agreement, which the subject
construction would allegedly violate. If the VILLAGE conditionally approves such a permit, the
-.5—
VILLAGE shall issue the permit unconditionally within five (5) working days after satisfaction by
the OWNER of the specified conditions.
Any stop order issued by the VILLAGE directing work stoppage on any building or other
improvement on the TERRITORY shall specify the section of the VILLAGE's Building Code
allegedly violated by the OWNER and shall give the OWNER 30 days in which to cure or diligently
commence cure of such violation. Upon correction of any such violation, work on any improvement
subject to a stop order may recommence.
5. It is understood and agreed, except as otherwise provided for herein, the Zoning
Ordinance, Subdivision Ordinance and Regulations, Building Code and all other ordinances
including all fees and charges of the VILLAGE, shall not be frozen during the term of this
Agreement, and such ordinances, as the same may from time to time be amended and enforced
throughout the VILLAGE, shall apply to the TERRITORY.
III
REQUIRED IMPROVEMENTS
1. Water Supply. OWNER shall have the right to construct and install at their expense all
necessary on -site water mains to service the TERRITORY. All water mains shall be constructed and
installed in accordance with the Code of the VILLAGE and final engineering plans approved by the
VILLAGE. The VILLAGE agrees to permit connection of the aforementioned water mains to the
water facilities of the VILLAGE and to fumish water service on the same basis as said services are
furnished to other parts of the VILLAGE.
2. Sanitary and Storm Sewers. OWNER shall have the right to construct and install at its
expense all necessary sanitary sewers to service the TERRITORY in accordance with the
Subdivision Regulations of the VILLAGE and final engineering plans approved by the VILLAGE.
The VILLAGE agrees to permit connection of the aforementioned sanitary sewers to the sanitary
sewer facilities of the VILLAGE and to fumish sewer service on the same basis as said services are
furnished to other parts of the VILLAGE. OWNER agrees that no surface water is to be discharged
into the sanitary sewerage collection system and will make adequate provisions that this will not
occur. Tap -on fees required by the Village shall not be waived. OWNER agrees that no surface water
is to be discharged into the sanitary sewerage collection system and will make adequate provisions
that this will not occur. All detention areas and appurtenant structures such as drains, inlets, and
outlets shall be owned and maintained by the OWNER, with right of access by the VILLAGE for
emergency maintenance purposes.
3. Detention Area. The OWNER agrees to construct detention basins in accordance with
Village standards including the requirement to sod the detention basin which is to be conveyed and
owned by the VILLAGE.
—6—
IV
DEDICATION AND CONSTRUCTION OF STREETS; SIDEWALKS;
MISCELLANEOUS
1. Public Improvements. All streets, sidewalks, and other improvements will be constructed
in accordance with the plans and specifications as referred to in Article II of this Agreement
including but not limited to, streetlights, sidewalks, and landscaping.
2. Dedications. The OWNER shall design streets within the TERRITORY according to
Article II of this Agreement that comply with Village standards for local streets. All interior streets
within the Territory when developed shall be dedicated to the VILLAGE. Said streets shall be
constructed in accordance with the final engineering plans approved by the VILLAGE.
3. Miscellaneous. The cost of any sidewalks and street trees to be installed on public rights
of way shall be included in the required letters of credit for each phase of the development of the
TERRITORY, with the amounts to be computed on the same basis as the amounts to be included in
the letter of credit for all other public improvements for the TERRITORY.
4. Crosswalk Easement. If requested by the VILLAGE, the OWNER shall provide a twenty
(20) foot wide crosswalk easement and, if also requested by the VILLAGE, a five foot wide concrete
public walk between lots 2 and 3 or lots 3 and 4, to provide pedestrian access to the property to the
north and adjacent to the subject property.
V
CHANGES TO DEVELOPMENT PLAN
The OWNER agrees to submit revised plans to the VILLAGE for any changes to the
Development Plan. Any request to increase the number of dwelling units, change the pattern of land
use, change the location of streets or street intersections, change the fundamental architectural
character of the development, or obtain a variance from the Subdivision Regulations not part of this
Agreement, shall be considered "major" changes; other changes shall be considered "minor ", in
accordance with Section XVI.F of the Lemont Zoning Code. "Major" changes shall require
published notice and a public hearing before the Lemont Zoning Board of Appeals to consider an
amendment of a Final Plat of Subdivision approval. After said public hearing the Zoning Board shall
forward its recommendation to the Village Board of Trustees, which shall approve or deny the
requested amendment. If the changes are "minor," the VILLAGE may approve the Final Plat of
Subdivision without additional review and recommendation by the Zoning Board.
—7—
VI
CONTRIBUTIONS AND ANNEXATION FEES
1. The OWNER shall make cash contributions at the time a final development plan or
Plat of Subdivision is filed with the VILLAGE, in accordance with the ordinances of the Village.
If a final development plan or Plat of Subdivision is filed within one (1) year of the effective
date of this Agreement, the required contributions shall be as follows:
District/Purpose
School District 113A
High School District
Park District (land donation)
Library District
Lemont Fire District
Village Annexation Fee
TOTAL:
Contribution Amount
$ 10,115.00
$ 4,946.00
$ 21,286.00
$ 643.00
$1,200
$1,000
$39,190.00
1. If a final plat of subdivision is submitted to the VILLAGE more than one (1) year
after the effective date of this Agreement, the aforesaid contributions and the annexation fee shall
be paid in amounts calculated in accordance with the terms of the ordinances of the VILLAGE in
effect at the time such final plan or Plat is submitted to the VILLAGE.
2. Contributions Agreement. OWNER agrees that any and all contributions,
dedications, donations and easements, provided for in this Agreement substantially advance
legitimate govemmental interests of the VILLAGE, including, but not limited to, providing its
residents, and in particular the future residents of the TERRITORY, with access to and use of
public utilities, libraries, schools, parks and recreational facilities, police protection, and
emergency services. OWNER further agrees that the contributions, dedications, donations and
easements required by this Agreement are uniquely attributable to, reasonably related to and
made necessary by the development of the TERRITORY.
VII
WATER & SEWERAGE SYSTEM IMPROVEMENT CONTRIBUTIONS
The OWNER shall contribute to the VILLAGE the cost of expanding the VILLAGE well and
storage capacity to allow the VILLAGE to supply water to the TERRITORY. The contribution to
the VILLAGE shall be added to the usual and customary connection fee and shall be paid at the time
of connection. The parties agree that $1,000.00 shall be paid for each single - family unit.
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VIII
EASEMENTS AND UTILITIES
The OWNER agrees to grant to the VILLAGE, and/or obtain grants to the VILLAGE of,
all necessary easements for the extension of sewer, water, street, or other utilities, including cable
television, or for other improvements, subject to the provisions of the Subdivision Control
Ordinance, which are necessary to the TERRITORY.
All such easements to be granted shall name the VILLAGE and/or other appropriate
entities designated by the VILLAGE as grantee thereunder. It shall be the responsibility of the
OWNER to obtain all easements, both on site and off site, necessary to serve the TERRITORY.
All electricity, telephone, cable television and gas lines shall be installed underground,
the location of which underground utilities shall be at the OWNER'S option, upon approval of
the respective utility company.
IX
DEVELOPMENT CODES AND ORDINANCES AND GENERAL MATTERS.
The development of the TERRITORY annexed shall be in accordance with the existing
building, zoning, subdivision, storm water retention and other developmental codes and ordinances
of the VILLAGE as they exist on the date each respective permit for development is issued. Planning
and engineering designs and standards shall be in accordance with the then existing ordinances of the
VILLAGE or in accordance with the statutes and regulations of other governmental agencies having
jurisdiction thereof if such standards are more stringent than those of the VILLAGE of Lemont at
such time. All fees, etc. set forth under the various ordinances of the VILLAGE shall be paid by the
OWNER at the rate set forth in the VILLAGE ordinances at the time each permit is issued.
No occupancy permit shall be issued for any building prior to the completion of the required
public improvements, including street signs. Provided, however, the construction and installation of
the public improvements to be done by OWNER may be commenced at any time after approval of
this Agreement by the Village and issuance of permits therefore.
Prior to final plat approval, OWNER shall deliver to VILLAGE an irrevocable letter of
credit, in a form satisfactory to, and from a bank or other financial institution approved by, the
VILLAGE in the amount of one - hundred fifteen percent (115 %) of the OWNER'S Engineers
estimate of the cost of construction and installation of all such public improvements as approved by
the Village Engineer, including all required lighting, sidewalks, landscaping, street trees, sewer and
water lines and storm water management facilities, except to the extent such facilities are to remain
private, and after approval of a site development permit by the VILLAGE. At no time shall the Letter
of Credit funds be utilized by the OWNER for the future payment of contractors, materials salaries
9
and wages and the like. The VILLAGE makes no guarantees regarding the timely reduction of said
Letter of Credit and therefore should not be used for time - sensitive payment purposes. The Village
Engineer may, in his/her discretion, recommend the amount of said letter of credit to be reduced,
from time to time, as major public improvements are completed, upon approval of the Village Board.
OWNER, at OWNERS own cost, agrees to provide the VILLAGE "as built ", engineering
plans and specifications upon substantial completion of the public improvements or at the request of
the Village Engineer but in no event later than the time required by Ordinance No.456, as amended.
It is agreed that all of the public improvements contemplated herein shall upon acceptance
thereof by the VILLAGE, become the property of VILLAGE and be integrated with the municipal
facilities now in existence or hereinafter constructed and VILLAGE thereafter agrees to maintain
said public improvements. Acceptance of said public improvements shall be by resolution of the
President and Board of Trustees only after the Village Engineer or Village Engineer Consultant has
issued his Certificate of Inspection affirming the improvements have been constructed in accordance
with approved Engineering Plans and Specifications. OWNER agrees to convey by appropriate
instrument and VILLAGE agrees to promptly accept, subject to terms hereof, the public
improvements constructed in accordance with the Approved Engineering Plans and Specifications.
OWNER agrees not to let debris or excessive construction waste accumulate on the
TERRITORY. OWNER shall, within ten (10) days of notification of a violation by the VILLAGE,
remove all debris from the locations as specified by the VILLAGE. If debris is not removed within
this time period, the VILLAGE shall have the right to draw upon the Letter of Credit provided for in
this Agreement to remove any such debris on the TERRITORY. The VILLAGE will not draw upon
the Letter of Credit if OWNER removes the debris as directed by the VILLAGE within the ten (10)
day notice period.
X
APPROVAL OF PLANS
VILLAGE agrees to expeditiously take action to approve or disapprove all plats, plans and
engineering submitted to VILLAGE by OWNER. If VILLAGE shall determine that any such
submission is not in substantial accordance with this Agreement and applicable ordinances, the
VILLAGE shall promptly notify OWNER in writing of the specific objection to any such submission
so that OWNER can make any required corrections or revisions.
XI
NOTICE OF VIOLATIONS
The VILLAGE will issue no stop orders directing work stoppage on building or parts of the
project without giving notice of the Section of the Code allegedly violated by OWNER, so the
10
OWNER may forthwith proceed to correct such violations as may exist. Moreover, the OWNER
shall have an opportunity to correct possible violations. This paragraph shall not restrain the
Building Official from issuing a stop work order in any case where he considers a continuation of the
work to constitute a threat to the health or safety of the public or personnel employee on or near the
site. VILLAGE shall provide OWNER notice as required by Statute of any matter, such as public
hearing, proposed building code changes and policy changes or other matters which may affect the
TERRITORY of development of it under this Agreement.
XII
MAINTENANCE BOND
At the time or times of acceptance by VILLAGE of the installation of any part, component or
all of any public improvement in accordance with this Section, or any other section of the
Agreement, OWNER shall deposit with the VILLAGE a Letter of Credit in the amount often percent
(10 %) of the cost of the approved engineer's estimate of original construction costs. This guarantee
shall be deposited with the VILLAGE and shall be held by the VILLAGE for a period of two (2)
years after completion and acceptance of all improvements. In the event of a defect in material
and/or workmanship within said period, then said security shall not be returned until correction of
said defect and acceptance by VILLAGE of said corrections.
XIII
DAMAGE TO PUBLIC IMPROVEMENTS
The OWNER shall replace and repair any damage to public improvements installed within,
under or upon the subject realty resulting from construction activities by OWNER, their successors
or assigns and their employees agents, contractors or subcontractors during the term of this
Agreement. OWNER shall have no obligation hereunder with respect to damage resulting from
ordinary usage, wear and tear.
XIV
BINDING EFFECT AND TERM AND COVENANTS RUNNING WITH THE LAND
This Agreement shall be binding upon and insure to the benefit of the parties hereto,
successor OWNER's of record of the TERRITORY, assignees, lessees and upon any successor
municipal authorities of said VILLAGE and successor municipalities, for a period of 20 years from
the date of execution hereof,
11
The terms and conditions of this Agreement relative to the payment of monies to the various
VILLAGE recapture funds, contributions to the VILLAGE construction and/or dedication of public
improvements, granting of easements to the VILLAGE, dedication of rights -of -way to the VILLAGE
and the developmental standards established herein shall constitute covenants which shall run with
the land.
It is further agreed that any party to this Agreement, either in law or in equity, by suit, action,
mandamus, or other proceeding may enforce or compel the performance of this Agreement, or have
other such relief for the breach thereof as may be authorized by law or that by law or in equity is
available to them.
XV
NOTICES
Unless otherwise notified in writing, all notices, requests and demands shall be in writing and
shall be personally delivered to or mailed by United States Certified mail, postage prepaid and retum
receipt requested, as follows:
For the VILLAGE:
Village Clerk
418 Main Street
Lemont, IL 60439
For the OWNER:
John Bobak
10838 Oakland
Orland Park, IL
With copy to:
Or such other addresses that any party hereto may designate in writing to the other parties pursuant to
the provisions of this Section.
XVI
CERTIFICATES OF OCCUPANCY
1. Within five (5) days after request by OWNER for a final inspection of a building within
the TERRITORY, the VILLAGE shall issue a final certificate of occupancy for such building or
issue a letter of denial of a certificate of occupancy identifying the correction necessary as a
condition of a certificate of occupancy and specifying the section of the Building Code relied on by
the VILLAGE in its request for correction.
2. The VILLAGE, in accordance with the requirements and customary practice of the
VILLAGE Building Department, will grant provisional permits for structures between November 1st
and June 1 if weather prevents the OWNER from completing grading, landscaping and exterior
12
concrete or asphalt work for any such structure (it being understood that if other work remains to be
done, no occupancy permit, provisional or otherwise, will be issued).
As a condition of the issuance of any such provisional occupancy permit, the OWNER shall
provide the VILLAGE with a timetable (acceptable to the VILLAGE) for completion of the
outstanding work, which timetable shall be deemed a part of the occupancy permit.
XVII
WARRANTIES AND REPRESENTATIONS
The OWNER represents and warrants to the VILLAGE as follows:
1. That John Bobak, identified on page 4 hereof, is the OWNER as legal title holder and
owner of record of all the respective parcels of the TERRITORY.
2. That other than the OWNER, no other entity or person has any interest in the
TERRITORY or its development as herein proposed.
3. That OWNER has provided the legal description of the TERRITORY set forth in this
Agreement and the attached Exhibits and that said legal descriptions are accurate and correct.
XIII
CONTINUITY OF OBLIGATIONS
Notwithstanding any provisions of this Agreement to the contrary, including but not limited
to the sale and/or conveyance of all or any part of the TERRITORY by OWNER and OWNER shall
at all times during the term of this Agreement remain liable to the VILLAGE for the faithful
performance of all obligations imposed upon them b this Agreement until such obligations have
been fully performed or until the VILLAGE, at its sol €option, has otherwise released OWNER from
any all of such obligations.
XIX
NO WAIVER OR RELINQUISHMENT OF RIGHT TO ENFORCE AGREEMENT
Failure of any party to this Agreement to insist upon the strict and prompt performance of the
terms covenants, agreements, and conditions herein contained, or any of them, upon any other party
imposed, shall not constitute or be construed as a waiver or relinquishment of any party's right
13
thereafter to enforce any such term, covenant, agreement or condition, but the same shall continue in
full force and effect.
XX
VILLAGE APPROVAL OR DIRECTION
Where VILLAGE approval or direction is required by this Agreement, such approval or
direction means the approval or direction of the Corporate Authorities of the VILLAGE unless
otherwise expressly provided or required by law, and any such approval may be required to be given
only after and if all requirements for granting such approval have been met unless such requirements
are inconsistent with this Agreement.
XXI
SINGULAR AND PLURAL
Wherever appropriate in this Agreement, the singular shall include the plural, and the plural
shall include the singular.
XXII
SECTION HEADINGS AND SUBHEADINGS
All section headings or other headings in this Agreement are for general aid of the reader and
shall not limit the plain meaning or application of any of the provisions thereunder whether covered
or relevant to such heading or not.
XXIII
RECORDING
A copy of this Agreement and any amendments thereto shall be recorded by the VILLAGE
at the expense of the OWNER within 30 days after the execution hereof
XXIV
AUTHORIZATION TO EXECUTE.
The President and Clerk of the VILLAGE hereby warrant that they have been lawfully
authorized by the VILLAGE Board of the VILLAGE to execute this Agreement. The OWNER and
VILLAGE shall, upon request, deliver to each other at the respective time such entities cause their
14
authorized agents to affix their signatures hereto copies of all bylaws, resolutions, ordinances,
partnership agreements, letters of direction or other documents required to legally evidence the
authority to so execute this Agreement on behalf of the respective parties.
XXV
AMENDMENT
This Agreement sets forth all the promises, inducements, agreements, conditions and
understandings between the parties hereto relative to the subject matter thereof, and there are no
promises, agreements, conditions or understandings, either oral or written, express or implied,
between them, other than are herein set forth. Except as herein otherwise provided, no subsequent
alteration, amendment, change or addition to this Agreement shall be binding upon the parties hereto
unless authorized in accordance with law and reduced in writing and signed by them.
XXVI
COUNTERPARTS
This Agreement may be executed in two or more counterparts, each of which taken together,
shall constitute one and the same instrument.
XXVII
CURING DEFAULT
It is understood by the parties hereto that time is of the essence of this Agreement. The
parties to this Agreement reserve a right to cure any default hereunder within fifteen (15) days from
written notice of such default.
XXIII
CONFLICT BETWEEN THE TEXT AND EXHIBITS
In the event of a conflict in the provisions of the text of this Agreement and the Exhibits
attached hereto, the text of the Agreement shall control and govem.
15
XXIX
SEVERABILITY
If any provision of this Agreement is held invalid by a court of competent jurisdiction or in
the event such court shall determine that the VILLAGE does not have the power to perform any such
provisions, such provision shall be deemed to be excised here from and the invalidity thereof shall
not affect any of the other provisions contained herein, and such judgment or decree shall relieve
VILLAGE from performance under such invalidity thereof shall not affect any of the other
provisions contained herein, and such judgment or decree shall relieve VILLAGE from performance
under such invalid provision of this Agreement.
XXX
DEFINITION OF VILLAGE
When the term VILLAGE is used herein it shall be construed as referring to the Corporate
Authorities of the VILLAGE unless the context clearly indicates otherwise.
XXXI
REIMBURSEMENT OF COSTS
The OWNER agrees to reimburse the VILLAGE for reasonable attorney's fees, planning
consultants and engineering costs incurred by the VILLAGE in connection with the annexation of the
TERRITORY, or in the enforcement of any of the terms of the Annexation Agreement upon a default
by the OWNER. Such payment shall be made promptly upon receipt of a request from the
VILLAGE of such reimbursement, with copies of the bills attached.
XXXII
EXECUTION OF AGREEMENT
This Agreement shall be signed last by the VILLAGE and the President of the VILLAGE
shall affix the date on which he signs this Agreement on page 4 hereof which date shall be the
effective date of this Agreement.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the day
and year first above written.
16
ATTEST:
B
Village Clerk
OWNER: John Bobak
110838 Oakland
Orland Park, IL
By:
John Bobak
Attest:
STATE OF ILLINOIS )
) SS.
COUNTY OF COOK )
VILLAGE OF LEMONT
an Illinois Municipal orporation
By
illage Pre iden
I, the undersigned, a Notary Public, in and for the County and Sate aforesaid, DO HEREBY
CERTIFY that JOHN F. PIAZZA personally known to me to be the President of the Village of
Lemont, and CHARLENE M. SMOLLEN, personally known to me to be the Village clerk of said
municipal corporation, and personally known to me to be the same persons whose names are
subscribed to the foregoing instrument, appeared before me this day in person and severally
acknowledged that as such President and Village Clerk, they signed and delivered the said instrument
and caused the corporate seal of said municipal corporation to be affixed thereto, pursuant to
authority given by the Board of Trustees of said municipal corporation, as their free and voluntary
act, and as the free and voluntary act and deed of said municipal corporation, for the uses and
purposes therein set forth.
GIVEN under my hand and official seal, this 1 • ay of �� �_ _, , 2005
17
Notary Publ
VILLAGE OF LEMONT
an Illinois Municipal orporation
By
ATTEST:
By: y` 1 1.,r /c- ,/}/ C(r � +
Village Clerk
OWNER:
John Bobak
11 X838 Oakland
rland rk
Attest:
hn Boba
1.
STATE OF ILLINOIS )
) SS.
COUNTY OF COOK
illage Pre
iden
I, the undersigned, a Notary Public, in and for the County and Sate aforesaid, DO HEREBY
CERTIFY that JOHN F. PIAZZA personally known to me to be the President of the Village of
Lemont, and CHARLENE M. SMOLLEN, personally known to me to be the Village clerk of said
municipal corporation, and personally known to me to be the same persons whose names are
subscribed to the foregoing instrument, appeared before me this day in person and severally
acknowledged that as such President and Village Clerk, they signed and delivered the said instrument
and caused the corporate seal of said municipal corporation to be affixed thereto, pursuant to
authority given by the Board of Trustees of said municipal corporation, as their free and voluntary
act, and as the free and voluntary act and deed of said municipal corporation, for the uses and
purposes therein set forth.
GIVEN under my hand and official seal, this ay of '`
17
Notary Publ.
, 2005
STATE OF ILLINOIS )
) SS.
COUNTY OF COOK )
I, the undersigned, a Notary Public in and for the County and State aforesaid, DO HEREBY
CERTIFY that John Bobak is personally known to me and is the same person whose name is
subscribed to the foregoing instrument appeared before me this day in person and acknowledged that
he signed and delivered the said instrument as his own free and voluntary act for the uses and
purposes therein set forth.
GIVEN under my hand and official seal, this t /c- day of at-7'
L. R�< y / 2005.
otary Publi
18
EXHIBIT "A"
The subject property is located at 12806 South Archer Avenue in Lemont, Illinois and is legally
described as follows:
THAT PART OF THE SOUTHEAST 1/4 OF THE NORTHWEST 1/4 OF THE
NORTHEAST 1/4 OF SECTION 33, TOWNSHIP 37 NORTH, RANGE 11, EAST OF
THE THIRD PRINCIPAL MERIDIAN, LYING NORTHWESTERLY OF THE
CENTER LINE OF ARCHER ROAD (EXCEPT THE WEST 1/4 ACRE THEREOF), IN
COOK COUNTY, ILLINOIS.
Property Index Number: 22 -33- 200 -005
19
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CROSSING CREEK SUBDIVISION
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CROSSING CREEK SUBDIVISION
PLAT OF ANNEXATION
TO THE VILLAGE OF LEMONT
COOK COUNTY, ILLINOIS
OF
THAT °ART OF THE SOOTHERS"( QUARTER OF THE .NORTHWEST COARSER OF THE NGR72E45T 05097E OF SECtION 33. 'CNNSFIP 37 NCRT,. 02h5E 1 EAST 0 770 -n R4 P
LYING NORTHWESTERLY OF THE CEN'ER LINE CF ARCHER ROAD (EXCEPT THE WEST 4440782 ACRE THEREOF). IN ACM COON,'. )LL.NOIO.
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Es of SA ANY SH OT
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FR i.L.sE RETURN
..,R RFCRROIHC.
ORDERED 9Y: MR. JOHN 00948
J09 N0. 080056
Yf JOHNSON. WINEMILLER 6 FISHER. INC.
CONSULTING ENGINEERS E SURVEYORS
ITeAIs),ON) WTnv .,^N
EL.H1.AUb N0E)e]0.A»P
99`52'51' E
HEREBY ANNEXED
3.08 +/- ACRES
S
(22-33-300.0 31
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\ \0F —EMONT
592.9
NOTE'
THE AREA 0170 78 ANNE 0E0 SHALL E0TERD TO THE FdR SIDE CF AN• ADJACENT
FIGHWA0 AN0 SHALL INCLUDE ALL LP EVER, 1..00HWAY N'I'HIN '1,0 AREA ANNEXED.
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SCALE:.
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COATI «o RN
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levied and collected in like manner as taxes for general corporate purposes for each of such years
are levied and collected and, when collected, such taxes shall be used solely for the purpose of
paying the principal of and interest on the Bonds herein authorized as the same become due and
payable.
The Issuer covenants and agrees with the registered owners of the Bonds that so
long as any of the Bonds remain Outstanding, the Issuer will not cause the abatement of the
foregoing taxes and otherwise will take no action or fail to take any action which in any way
would adversely affect the ability of the Issuer to levy and collect the foregoing taxes unless and
only to the extent there then shall be moneys irrevocably on deposit therefor in the Junior Debt
Service Account established under Section 11 below. The Issuer and its officers will comply
with all present and future applicable laws in order to assure that the foregoing taxes will be
levied, extended and collected as provided herein and deposited in the Junior Debt Service
Account established in Section 11 below to pay the principal of and interest on the Bonds.
Whenever the required deposit above in this paragraph has been made, the Corporate Authorities
shall duly direct the abatement of the Pledged Taxes for the year to that extent with respect to
which such taxes have been levied, to the extent so satisfied, and appropriate certification of such
abatement shall be timely filed with the County Clerks in connection with such abatement. If for
any reason there is abatement of such levy of taxes and the failure thereafter to pay debt service
in respect of such abatement, the additional amount, together with additional interest accruing,
shall be added to the tax levy in the year of, or the next year following, such failure.
Section 10. Related Agreements. The Purchase Agreement, the Arbitrage
Regulation Agreement, and the Disclosure Agreement, in substantially the forms thereof
presented before the meeting of the Corporate Authorities at which this ordinance is adopted,
shall be and are hereby approved.
The Official Statement in connection with the Bonds, as presented before the
Corporate Authorities in preliminary form, shall be and is hereby approved, deemed final under
Rule 15c2 -12 and is authorized to be used by the Purchaser in the offering and sale of the Bonds.
The Preliminary Official Statement is hereby authorized to be completed to constitute a final
Official Statement under Rule 15c2 -12. The Issuer is authorized to cooperate with the Purchaser
in connection with compliance by the Purchaser with Rule 15c2 -12 of the Securities and
Exchange Commission and applicable rules of the Municipal Securities Rulemaking Board.
All things done with respect to the Purchase Agreement, the Disclosure
Agreement, the Arbitrage Regulation Agreement, and the Official Statement by the Issuer's
Village President, Village Administrator, Village Clerk, Village Treasurer or Village Attorney,
in connection with the issuance and sale of the Bonds, shall be and are hereby in all respects
ratified, confirmed and approved. The Village President, Village Clerk, Village Treasurer,
Attorney and other officials of the Issuer are hereby authorized and directed to do and perform,
or cause to be done or performed for or on behalf of the Issuer, each and every thing necessary
for the issuance of the Bonds, including the proper execution, delivery and performance of the
Purchase Agreement, and related instruments and certificates, by the Issuer, the purchase by and
delivery of the Bonds to or at the direction of the Purchaser.
-21-
No elected or appointed officer of the Issuer is in any manner interested, directly
or indirectly, in his or her own name or in the name of any other person, association, trust or
corporation in the Purchase Agreement.
Section 11. Revenue Fund. Upon the issuance of any of the Bonds, the Issuer
shall continue to be operated as a municipality on a Fiscal Year basis. All of the Revenues when
received by the Village Treasurer or other officer of the Issuer receiving Revenues shall be set
aside as and when received and shall be deposited in a separate fund and in an account in a bank
to be designated or continued, as the case may be, by the Corporate Authorities, which fund is
hereby created and established as the Issuer's "Revenue Fund (2005)" (the "Fund," within
which there shall be a separate account with respect to the Bonds), which shall constitute a trust
fund for the sole purpose of carrying out the covenants, terms, and conditions of this ordinance,
including, without limitation, the establishment therein of the "Bond and Interest Account"
(within which there shall be a Junior Debt Service Account and may be a Senior Debt Service
Account, and the "Surplus Account ".
(a) Junior Debt Service Account: There shall be credited and paid into the
Junior Debt Service Account, on or before the first day of each month, by the Treasurer or other
appropriate financial officer of the Issuer, without any further official action or direction other
than this ordinance, in the order in which such Accounts are hereinafter mentioned, subject to the
requirements of any account having a prior claim, all moneys in the Fund in accordance with the
following provisions: After any initial deposit required by Section 12, there shall be deposited
and credited to the Junior Debt Service Account and held, in cash and investments, a fractional
amount (not less than 1/6) of the interest becoming due on the next succeeding interest payment
date on all Outstanding Junior Bonds and also a fractional amount (not less than 1/12) of the
principal becoming due (or subject to mandatory redemption) on the next succeeding principal
maturity date of all of the Outstanding Junior Bonds until there shall have been accumulated and
held in cash and investments in such Account on or before the month preceding such interest
payment date or principal maturity date, or both, an amount sufficient to pay such principal or
interest, or both.
In computing the fractional amount to be set aside each month in such Junior Debt
Service Account, the fraction shall be so computed that a sufficient amount will be set aside in
such Junior Debt Service Account and will be available for the prompt payment of such principal
of and interest on all Outstanding Junior Bonds and shall be not less than one -sixth (1/6) of the
interest becoming due on the next succeeding interest payment date and not less than one - twelfth
(1/12) of the principal becoming due (or subject to mandatory redemption) on the next
succeeding principal payment date on all Outstanding Junior Bonds until there is sufficient
money in such Junior Debt Service Account to pay such principal or interest, or both.
Credits into such Junior Debt Service Account may be suspended in any Bond
Year at such time as there shall be a sufficient sum held in cash and investments in such Account
to meet principal and interest requirements in such Account for the balance of such Bond Year,
but such credits shall again be resumed at the beginning of the next Bond Year. All moneys in
such Junior Debt Service Account shall be used only for the purpose of paying interest and
principal and applicable premium on Outstanding Junior Bonds.
-22-
(b) Surplus Account: All moneys remaining in the Fund, after crediting the
required amounts to the Account above, and after making up any deficiency in the Account
above, shall be credited to the Surplus Account and then, such surplus shall be used, if at all, for
one or more of the following purposes, without any priority among them:
(1) For any general or specific corporate purpose; or
(2) For the purpose of calling and redeeming Outstanding bonds payable from
Pledged Revenues, which are callable at the time; or
(3) For the purpose of paying principal and interest and applicable premium on
any subordinate bonds or obligations; or
(4) For any other lawful purpose, including the purchase of outstanding bonds at
the applicable price plus any premium and accrued interest.
(c) Investments: Money to the credit of the Debt Service Account may be
invested from time to time by the Issuer's Treasurer in (i) interest - bearing bonds, notes, or other
direct full faith and credit obligations of the United States of America, (ii) obligations
unconditionally guaranteed as to both principal and interest by the United States of America,
(iii) certificates of deposit or time deposits of any bank or savings and loan association, as
defined by Illinois laws, provided such bank or savings and loan association is insured by the
Federal Deposit Insurance Corporation or a successor corporation to the Federal Deposit
Insurance Corporation and provided further that the principal of such deposits are secured by a
pledge of obligations as described in clauses (c) (i) and (c) (ii) above in the full principal amount
of such deposits, or otherwise collateralized in such amount and in such manner as may be
required by law, or (iv) in other Qualified Investments. Such investments may be sold from time
to time by the Treasurer of the Issuer as funds may be needed for the purpose for which such
Accounts have been created.
All interest on any funds so invested shall be credited to the applicable Account of
the Fund and is hereby deemed and allocated as expended with the next expenditure or
expenditures of money from the applicable Account of the Fund.
Moneys in any of such accounts shall be invested by the Issuer's Treasurer, if
necessary, in investments restricted as to yield, which investments may be in U.S. Treasury
Securities - State and Local Government Series, if available, and to such cnd the Issuer's
Treasurer shall refer to any investment restrictions covenanted by the Issuer or any officer
thereof as part of the transcript of proceedings for the issuance of the Bonds, and to appropriate
opinions of counsel.
Section 12. Bond Proceeds Account. Except for accrued interest received on
the sale of the Bonds, which shall be deposited upon issuance of the Bonds into the Junior Debt
Service Account, and capitalized interest to the December 1, 2005 interest payment date
( "Capitalized Interest ") which shall be credited to a separate subaccount of such Junior Debt
-23-
Service Account, and any amounts for costs of issuance directly paid by the Purchaser, for
which the Purchaser shall receive a credit on the purchase price, all remaining proceeds derived
from the sale of the Bonds (exclusive of accrued interest) shall be deposited in the "Bond
Proceeds Account of 2005", within which there shall be a separate subaccount with respect to
financing the Project (the "Proceeds Subaccount"), which is hereby established as a special
account of the Issuer. The Purchaser shall receive a purchase price credit for any amounts
directly paid by the Purchaser concerning costs of issuance directly paid as noted above.
Moneys in the Bond Proceeds Account of 2005 shall be used for the purposes specified in
Section 3 of this ordinance (that is, the costs of the Project) and for the payment of costs of
issuance of the Bonds, but may hereafter be reappropriated and used for other lawful purposes in
accordance with applicable law. Before any such reappropriation shall be made, there shall be
filed with the Village Clerk of the Issuer an opinion of nationally recognized Bond counsel
("Bond Counsel ") to the effect that such reappropriation is authorized and will not adversely
affect the tax- exempt status of the Bonds under Section 103 of the Internal Revenue Code of
1986, as amended. Moneys in the Bond Proceeds Account of 2005 shall be withdrawn from time
to time as needed for the payment of costs and expenses incurred by the Issuer in connection
with the Project and for paying the fees and expenses incidental thereto. Moneys shall be
withdrawn from the depositary in connection with such funds from time to time by the Village
Treasurer or other appropriate financial officer of the Issuer only upon submission to such officer
of the following:
A duplicate copy of the order signed by the Village President or Village
Administrator, or such other officer(s) as may from time to time be by law
authorized to sign and countersign orders of the Issuer, stating specifically the
purpose for which the order is issued and indicating that the payment for which
the order is issued has been approved by the Corporate Authorities.
Within sixty (60) days after completion of the Project and any related work or costs, the Village
President shall certify to the Corporate Authorities of such completion, and after all costs have
been paid, the Village President or Village Administrator shall execute a completion certificate
and file it with the Village Treasurer and in the records of the Issuer certifying such completion
and that all costs have been paid; and, if at that time any funds remain in the Bond Proceeds
Account of 2005, the same shall be applied for other costs as approved in writing by Bond
Counsel or such officer shall credit such funds to the Junior Debt Service Account, as the
Corporate Authorities direct, and the Village Treasurer shall transfer such funds to the Junior
Debt Service Account.
issue:
Section 13. Issuance of Additional Bonds. The Issuer reserves the right to
(a) Parity Bonds without limit provided that Revenues as determined as
hereinbelow set out shall be sufficient to provide for (including coverage requirements
under applicable law) and pay all of the following: (i) debt service on all Outstanding
bonds payable from Revenues computed immediately after the issuance of any proposed
Parity Bonds, (ii) all amounts required to meet any fund or account requirements
(including coverage requirements under applicable law) and with respect to such
-24-
Outstanding bonds, (iii) other contractual or tort liability obligations then due and
payable, if any, and (iv) an additional amount not less than 0.25 times debt service (as
provided in Section 15 of the Local Debt Reform Act) on such of the Alternate Bonds as
shall remain Outstanding bonds after the issuance of the proposed Parity Bonds. Such
sufficiency shall be calculated for each year to the final maturity of such Alternate Bonds
which shall remain Outstanding after the issuance of the proposed Parity Bonds. The
determination of the sufficiency of Revenues shall be supported by reference to the most
recent audit of the Fund, which audit shall be for a Fiscal Year ending not earlier than
eighteen (18) months previous to the time of issuance of the proposed Parity Bonds.
If such audit shows the Revenues to be insufficient, then the determination
of sufficiency may be made the following way:
The determination of sufficiency of the Revenues may be supported by the
report of an independent accountant or feasibility analyst, the latter having a
national reputation for expertise in such matters, demonstrating the sufficiency of
the Revenues and explaining by what means they will be greater than as shown in
the audit.
The reference to and acceptance of an audit, an adjusted statement of the
Revenues, or a report, as the case may be, and the determination of the Corporate
Authorities of the sufficiency of the Revenues shall be conclusive evidence that
the conditions of this Section 13(a) have been met and that the Parity Bonds are
properly issued hereunder; and no right to challenge such determination is granted
to the registered owners of the Bonds.
(b) bonds or other obligations payable from Revenues subordinate to the lien
of any Senior Bonds or Junior Bonds which remain Outstanding after the issuance of
such bonds or other obligations.
Section 14. Arbitrage Rebate. The Issuer shall comply with the provisions of
Section 148(0 of the Internal Revenue Code of 1986, as amended, and with the Arbitrage
Regulation Agreement, relating to the rebate of certain investment earnings at periodic intervals
to the United States of America unless there shall have been filed with the Village Clerk of the
Issuer an opinion of Bond Counsel to the effect that such compliance is necessary to preserve the
exclusion from gross income for federal income tax purposes of interest on the Bonds under
Section 103 of the Internal Revenue Code of 1986, as amended. There is hereby created (or
continued) a separate and special account Fund known as the "Rebate Account (2005) ", within
which there shall be a separate subaccount with respect to the Bonds, into which there shall be
deposited as necessary investment earnings to the extent required so as to maintain the tax -
exempt status of the interest on the Bonds under Section 148(0 of the Internal Revenue Code of
1986, as amended. All rebates, special impositions or taxes for such purpose payable to the
United States of America (Internal Revenue Service) shall be payable from applicable excess
earnings or other sources which are to be deposited into the Rebate Account (2005). The Issuer
is authorized to execute appropriate arbitrage and rebate certificates and agreements related to
the foregoing. The Issuer reserves the right to apply any exception from arbitrage rebate
-25-
including under Section 148(f)(4)(C) or (D) and Section 1.148 -7(d) of the Income Tax
Regulations.
Section 15. Investment Regulations. All investments shall be in Qualified
Investments, unless otherwise expressly herein provided. No investment shall be made of any
moneys in the Junior Debt Service Account or the Bond Proceeds Account of 2005, except in
accordance with the tax covenants and other covenants set forth in Section 16 of this ordinance.
All income derived from such investments in respect of moneys or securities in any fund or
account shall be credited in each case to the fund or account in which such moneys or securities
are held.
Any moneys in any fund or account or subaccount that are subject to investment
yield restrictions may be invested in United States Treasury Securities, State and Local
Government Series, pursuant to the regulations of the United States Treasury Department,
Bureau of Public Debt. The Issuer's Treasurer and agents designated by such officer are hereby
authorized to submit on behalf of the Issuer subscriptions for such United States Treasury
Securities and to request redemption of such United States Treasury Securities.
Section 16. Non - Arbitrage and Tax - Exemption. One purpose of this Section
16 is to set forth various facts regarding the Bonds and to establish the expectations of the
Corporate Authorities and the Issuer as to future events regarding the Bonds and the use of Bond
proceeds. The certifications and representations made herein and at the time of the issuance of
the Bonds are intended, and may be relied upon, as certifications and expectations described in
Section 1.148 -0 et .seq. of the U.S. Treasury Regulations dealing with arbitrage and rebate (the
"Regulations "). The covenants and agreements contained herein and at the time of the issuance
of the Bonds are made for the benefit of the registered owners from time to time of the Bonds.
The Corporate Authorities and the Issuer agree, certify, covenant and represent as follows:
(a) The Bonds are being issued to pay the costs of the Project and related
costs and expenses, and all of the amounts received upon the sale of the Bonds, plus all
investment earnings thereon (the "Proceeds ") are needed for the purpose for which the
Bonds are being issued.
(b) The Issuer has entered into, or within six months from the date of issue of
the Bonds will enter into, binding contracts or commitments obligating it to spend at least
5% of the proceeds of the Bonds for the Project. The work of acquiring the Project will
start and continue with due diligence to completion within 3 years of issuance of the
Bonds, at which time all of the Proceeds shall have been spent.
(c) The Issuer has on hand no funds which could legally and practically be
used for the Project which are not pledged, budgeted, earmarked or otherwise necessary
to be used for other purposes. Accordingly, no portion of the Proceeds will be used (i)
directly or indirectly to replace funds of the Issuer or any agency, department or division
thereof that could be used for the Project, or (ii) to replace any proceeds of any prior
issuance of obligations by the Issuer. No portion of the Bonds is being issued solely for
the purpose of investing the Proceeds at a Yield higher than the Yield on the Bonds. For
-26-
purposes of this Section, "Yield" means that yield (that is, the discount rate) which when
used in computing the present worth of all payments of principal and interest to be paid
on an obligation (using semi - annual compounding on the basis of a 360 -day year)
produces an amount equal to the purchase price of the Bonds, including accrued interest,
and the purchase price of the Bonds is equal to the first offering price at which more than
10% of the principal amount of each maturity of the Bonds is sold to the public
(excluding bond houses, brokers or similar persons or organizations acting in the capacity
of underwriters or wholesalers).
(d) All principal proceeds of the Bonds will be deposited in the Project
Subaccount of the Bond Proceeds Account of 2005 and used to pay costs of issuance of
the Bonds, and any accrued interest and premium received on the delivery of the Bonds
will be deposited in the Junior Debt Service Account and used to pay the first interest due
on the Bonds. Earnings on the investment of moneys in any fund or account will be
credited to that fund or account or subaccount. Other costs of the Project, including
issuance costs of the Bonds, will be paid directly from other proceeds or from the Project
Subaccount of the Bond Proceeds Account of 2005, and no other moneys are expected to
be deposited therein. Interest on and principal of the Bonds will be paid from the Junior
Debt Service Account. No Proceeds will be used more than thirty (30) days after the date
of issue of the Bonds for the purpose of paying any principal or interest on any other
issue of bonds, notes, certificates or warrants or on any installment contract or other
obligation of the Issuer or for the purpose of replacing any funds of the Issuer used for
such purpose.
(e) The Junior Debt Service Account is established to achieve a proper
matching of revenues and earnings with debt service in each year. Other than any
amounts held to pay principal of matured Bonds that have not been presented for
payment, it is expected that any moneys deposited in the Junior Debt Service Account
will be spent within the 12 -month period beginning on the date of deposit therein. Any
earnings from the investment of amounts in the Junior Debt Service Account will be
spent within a one -year period beginning on the date of receipt of such investment
earnings. Other than any amounts held to pay principal of matured Bonds that have not
been presented for payment, it is expected that the Junior Debt Service Account will be
depleted at least once a year, except for a reasonable carryover amount not to exceed the
greater of (i) one - year's earnings on the investment of moneys in the Junior Debt Service
Account, or (ii) in the aggregate one - twelfth (1/12th) of the annual debt service on the
Bonds.
(f) Other than the Junior Debt Service Account, no funds or accounts,
including the Junior Depreciation Account, have been or are expected to be established,
and no moneys or property have been or are expected to be pledged (no matter where
held or the source thereof) which will be available to pay, directly or indirectly, the
Bonds or restricted so as to give reasonable assurance of their availability for such
purposes. No property of any kind is pledged to secure, or is available to pay, obligations
of the Issuer to any credit enhancer or liquidity provider.
-27-
(g) (i) All amounts on deposit in the Bond Proceeds Account of 2005 or the
Junior Debt Service Account and all Proceeds, no matter in what funds or accounts
deposited ( "Gross Proceeds "), to the extent not exempted in (ii) below, and all amounts
in any fund or account pledged directly or indirectly to the payment of the Bonds which
will be available to pay, directly or indirectly, the Bonds or restricted so as to give
reasonable assurance of their availability for such purpose contrary to the expectations set
forth in (f) above, shall be invested at market prices and at a Yield not in excess of the
Yield on the Bonds plus, for amounts in the Proceeds Subaccount of the Bond Proceeds
Account of 2005 for authorized work, services or facilities, if any, only, 1/8 of 1 %.
(ii) The following may be invested without Yield restriction:
(A) amounts invested in obligations described in Section 103(a)
of the Internal Revenue Code of 1986, as amended but not specified
private activity bonds as defined in Section 57(a)(5)(C) of the Code), the
interest on which is not includable in the gross income of any registered
owner thereof for federal income tax purposes ( "Tax- Exempt
Obligations ");
(B) amounts deposited in the Junior Debt Service Account that
are reasonably expected to be expended within thirteen (13) months from
the deposit date and have not been on deposit therein for more than
thirteen (13) months;
(C) amounts, if any, in the Bond Proceeds Account of 2005
(Sales Taxes) to be applied to authorized work, services or facilities prior
to the earlier of completion (or abandonment) of such improvements or
three (3) years from the date of issue of the Bonds;
(D) an amount not to exceed the lesser of $100,000 or 5% of
Bond proceeds;
(E) all amounts for the first thirty (30) days after they become
Gross Proceeds (e.g., date of deposit in any fund or account securing the
Bonds); and
(F) all amounts derived from the investment of the Proceeds
for a period of one (1) year from the date received.
(h) Subject to (q) below, once moneys are subject to the Yield limits of (g)(i)
above, such moneys remain Yield restricted until they cease to be Gross Proceeds.
(i) As set forth in Section 148(f)(4)(D) of the Internal Revenue Code of 1986,
as amended, the Issuer is not expected to be excepted from the required rebate of
arbitrage profits on the Bonds, and although the Issuer is a governmental unit with
general taxing powers, none of the Bonds is a "private activity bond" as defined in
-28-
Section 141(a) of the Internal Revenue Code of 1986, as amended, and all the net
proceeds of the Bonds are to be used for the local government activities of the Issuer, the
aggregate face amount of all tax - exempt obligations (and excluding "private activity
bonds" as defined in Internal Revenue Code of 1986, as amended) issued by the Issuer
and all subordinate entities thereof (of which there are none) during the calendar year of
issuance of the Bonds, including the Bonds, is reasonably expected to exceed $5,000,000.
The Issuer reserves the right to apply to the Bonds the 6- month, 18 -month and 2 -year
spend -down provisions of Section 148(f)(4)(C) of the Code and Section 1.148 -7(d) of the
Regulations.
(j) None of the Proceeds will be used, directly or indirectly, to replace funds
which were used in any business carried on by any person other than a state or local
governmental unit.
(k) The payment of the principal of or the interest on the Bonds will not be,
directly or indirectly (A) secured by any interest in (i) property used or to be used for a
private business use by any person other than a state or local governmental unit, or (ii)
payments in respect of such property, or (B) derived from payments (whether or not by or
to the Issuer), in respect of property, or borrowed money, used or to be used for a private
business use by any person other than a state or local governmental unit.
(1) None of the Proceeds will be used, directly or indirectly, to make or
finance loans to persons other than a state or local governmental unit.
(m) No user of the Project, other than a state or local government unit, will use
the Project on any basis other than the same basis as the general public, and no person
other than a state or local governmental unit will be a user of the Project as a result of (i)
ownership, or (ii) actual or beneficial use pursuant to a lease or a management or
incentive payment contract, or (iii) any other similar arrangement.
(n) Beginning on the 15th day prior to each Bond sale date, the Issuer has not
sold or delivered, and will not sell or deliver, (nor will it deliver within 15 days after the
date of issuance of the Bonds) any other obligations pursuant to a common plan of
financing, which will be paid out of substantially the same source of funds (or which will
have substantially the same claim to be paid out of substantially the same source of
funds) as the Bonds or will be paid directly or indirectly from Proceeds.
(o) No portion of the Project is expected to be sold or otherwise disposed of
prior to the last maturity of the Bonds.
(p) The Issuer has not been notified of any disqualification or proposed
disqualification of it by the Internal Revenue Service as a bond issuer which may certify
bond issues under Section 1.148 -0 et seq. of the Regulations.
(q) The Yield restrictions contained in (g) above or any other restriction or
covenant contained herein need not be observed and may be changed if the Issuer
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receives an opinion of Bond Counsel to the effect that such non - observance or change
will not adversely affect the tax - exempt status of interest on the Bonds to which the
Bonds otherwise are entitled.
(r) The Issuer acknowledges that any changes in facts or expectations from
those set forth herein may result in different Yield restrictions or rebate requirements
from those set forth herein and that Bond Counsel should be contacted if such changes do
occur.
(s) The Corporate Authorities have no reason to believe the facts, estimates,
circumstances and expectations set forth herein are untrue or incomplete in any material
respect. On the basis of such facts, estimates, circumstances and expectations, it is not
expected that the Proceeds or any other moneys or property will be used in a manner that
will cause the Bonds to be private activity bonds, arbitrage bonds or hedge bonds within
the meaning of Sections 141, 148 or 149(g) of the Internal Revenue Code of 1986, as
amended, and of applicable regulations. To the best of the knowledge and belief of the
Corporate Authorities, such expectations are reasonable, and there are no other facts,
estimates and circumstances that would materially change such expectations.
The Issuer also agrees and covenants with the registered owners of the Bonds from time to time
outstanding that, to the extent possible under Illinois law, it will comply with all present federal
tax law and related regulations and with whatever federal tax law is adopted and regulations
promulgated in the future which apply to the Bonds and affect the tax- exempt status of the
Bonds.
Section 17. Further Assurances and Actions. The Corporate Authorities
hereby authorize the officials of the Issuer responsible for issuing the Bonds, the same being the
Village President, Village Administrator, Village Clerk and Village Treasurer of the Issuer, to
make such further filings, covenants, certifications and supplemental agreements as may be
necessary to assure that the Project, the Bonds and related proceeds will not cause the Bonds to
be private activity bonds, arbitrage bonds or hedge bonds and to assure that the interest on the
Bonds will be excluded from gross income for federal income tax purposes. In connection
therewith, the Issuer and the Corporate Authorities further agree: (a) through the officers of the
Issuer, to make such further specific covenants, representations as shall be true, correct and
complete, and assurances as may be necessary or advisable; (b) to consult with Bond Counsel
approving the Bonds and to comply with such advice as may be given; (c) to pay to the United
States, as necessary, such sums of money representing required rebates of excess arbitrage
profits relating to the Bonds (subject to such exceptions as the Village President for the Issuer
may elect); (d) to file such forms, statements, and supporting documents as may be required and
in a timely manner; and (e) if deemed necessary or advisable, to employ and pay fiscal agents,
financial advisors, attorneys, and other persons to assist the Issuer in such compliance. Upon
compliance with Section 9 annual abatement of the Pledged Taxes is authorized, and not
otherwise.
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Section 18. General Covenants. The Issuer covenants and agrees with the
registered owners of the Outstanding Bonds, so long as there are any Outstanding Bonds (as
defined herein), as follows:
(a) The Issuer will take all action necessary either to impose and collect or to
maintain the right to receive and apply the Revenues and Pledged Taxes in the manner
contemplated by this ordinance and such Revenues shall not be less than as shall be
required under Section 15 of the Local Government Debt Reform Act to maintain the
Bonds as Altemate Bonds.
(b) The Issuer covenants that it will, while any of the Bonds shall remain
outstanding, apply sufficient Revenues to provide for (including coverage requirements
under applicable law) and pay each of the following in any given year: (1) debt service
on all Outstanding revenue bonds and Alternate Bonds payable from the Revenues; (2)
all amounts required to meet any fund or account requirements (including coverage
requirements under applicable law) with respect to the Bonds or any other bonds payable
from Revenues; (3) any other contractual or tort liability obligations, if any, payable from
such Revenues; and (4) in each year, an amount not less than 1.25 times the debt service
for all (i) Alternate Bonds payable from Revenues, including the Bonds Outstanding; and
(ii) Alternate Bonds outstanding and proposed to be issued and payable from Revenues.
(c) The Issuer will make and keep proper books and accounts (separate and
apart from all other records and accounts of the Issuer), in which complete entries shall
be made of all transactions relating to the Revenues, and hereby covenants that within
120 days following the close of each Fiscal Year, it will cause the books and accounts
related to the Revenues to be audited by independent certified public accountants. Such
audit will be available for inspection by the registered owners of any of the Bonds. Upon
availability, the Issuer will send to the Purchaser a copy of such audit and of its general
audit in each year. Each such audit, in addition to whatever matters may be thought
proper by the accountants to be included therein, shall, without limiting the generality of
the foregoing, include the following:
(i) A balance sheet as of the end of such Fiscal Year, including a
statement of the amount held in each of the accounts under this ordinance.
(ii) The amount and details of all Outstanding bonds.
(iii) The accountant's comments regarding the manner in which the
Issuer has carried out the accounting requirements of this ordinance (including as
to the Alternate Bond status of the Bonds) and has complied with Section 15 of
the Local Government Debt Reform Act, and the accountant's recommendations
for any changes.
It is further covenanted and agreed that a copy of each such audit shall be furnished upon
completion to, and request by, the Purchaser, and a summary thereof shall be furnished to
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the registered owner of any Bond upon request. The foregoing shall not limit the effect
of the Disclosure Agreement.
(d) The Issuer will keep its books and accounts in accordance with generally
accepted fund reporting practices for local government entities, including, as applicable,
enterprise funds; provided, however, that the monthly credits to the Junior Debt Service
Account shall be in cash, and such funds shall be held separate and apart in cash and
investments. For the purpose of determining whether sufficient cash and investments are
on deposit in such accounts under the terms and requirements of this ordinance,
investments shall be valued at the lower of the cost or market price on the valuation date
thereof, which valuation date shall be not less frequently than annually.
(e) The Issuer will take no action in relation to the Revenues or the Pledged
Taxes which would unfavorably affect the security of any of the Outstanding Bonds or
the prompt payment of the principal and interest thereon.
(f) The registered owner of any Bond may proceed by civil action to compel
performance of all duties required by law, this ordinance and the Disclosure Agreement.
(g) The Issuer will comply with the special covenants concerning Alternate
Bonds as required by Section 15 of the Local Government Debt Reform Act and Section
15 of this ordinance.
(h) After their issuance, to the extent lawful the Bonds shall be incontestable
by the Issuer.
Section 19. Ordinance to Constitute a Contract. The provisions of this
ordinance shall constitute a contract between the Issuer and the registered owners of the Bonds.
Any pledge made in this ordinance and the provisions, covenants and agreements herein set forth
to be performed by or on behalf of the Issuer shall be for the equal benefit, protection and
security of the registered owners of any and all of the Bonds. All of the Bonds, regardless of the
time or times of their issuance, shall be of equal rank without preference, priority or distinction
of any of the Bonds over any other thereof except as expressly provided in or pursuant to this
ordinance. This ordinance and the Preliminary Ordinance shall constitute full authority for the
issuance of the Bonds, and to the extent that the provisions thereof conflict with the provisions of
any other ordinance or resolution of the Issuer, the provisions of this ordinance and the
Preliminary Ordinance shall control.
Section 20. Severabilitv and No Contest. If any section, paragraph or provision
of this ordinance shall be held to be invalid or unenforceable for any reason, the invalidity or
unenforceability of such section, paragraph or provision shall not affect any of the remaining
provisions of this ordinance or any ordinance supplemental hereto. Upon the issuance of the
Bonds, neither the Bonds nor this ordinance shall be subject to contest by or in respect of the
Issuer.
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Section 21. Policy of Insurer. The application of the Issuer to an Insurer, and
related and supplemental submissions, related to the commitment of such Insurer to issue its
Policy (the "Commitment ") is hereby ratified, confirmed and approved. The Commitment and
the terms and provisions of the Policy, if any, are incorporated into this ordinance by reference,
including without limitation that the investment restrictions and limitations in the Commitment
and related to the Policy shall be deemed to be applicable restrictions and limitations on the
Qualified Investments and the investments authorized by this ordinance, and shall be appended
to this ordinance, but any failure to so append shall not abrogate, diminish or impair the effect
thereof. In the event there is no Insurer or a Policy issued, reference in this ordinance to an
Insurer and a Policy shall be given no effect.
Section 22. Bank Qualified Bonds. Pursuant to Section 265(b)(3) of the
Internal Revenue Code of 1986, as amended, the Issuer hereby designates the Bonds as
"qualified tax - exempt obligations" as defined in Section 265(b)(3) of the Internal Revenue
Code of 1986, as amended. The Issuer represents that the reasonably anticipated amount of tax -
exempt obligations that will be issued by the Issuer and all subordinate entities of the Issuer
during the calendar year in which the Bonds are issued will not exceed $10,000,000 within the
meaning of Section 265(b)(3) of the Internal Revenue Code of 1986, as amended. The Issuer
covenants that it will not so designate and issue more than $10,000,000 aggregate principal
amount of tax- exempt obligations in each such calendar year. For purposes of this Section, the
term "tax- exempt obligations" includes "qualified 501(c)(3) Bonds" (as defined in the Section
145 of the Internal Revenue Code of 1986, as amended) but does not include other "private
activity bonds" (as defined in Section 141 of the Internal Revenue Code of 1986, as amended).
Section 23. Conflict. All ordinances, resolutions or parts thereof in conflict
herewith be and the same are hereby superseded to the extent of such conflict and this ordinance
shall be in full force and effect forthwith upon its adoption.
Section 24. Effective Date. This ordinance shall become effective immediately
upon its passage and approval in the manner provided by law, and upon its becoming effective
and prior to the issuance of the Bonds a certified copy of this ordinance shall be filed with the
County Clerks of Cook, DuPage and Will Counties, Illinois.
[The remainder of this page is intentionally left blank.]
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otion by Trustee seconded by Trustee
, adopted this 28 day of F bruary, 2005, by roll call vote as follows:
Ayes (Names):
Nays (Names):
Absent (Names):
(SEAL)
ATTEST:
0
°
Village Clerk
APPROVED: February 28, 2005
Village Pre
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nt
STATE OF ILLINOIS
COUNTY OF COOK
VILLAGE OF LEMONT
SS.
CERTIFICATION OF ORDINANCE
Closing Item No. 1
I, the undersigned, do hereby certify that I am the duly selected, qualified and acting
Village Clerk of the Village of Lemont, Cook, DuPage and Will Counties, Illinois (the "Issuer "), and as
such official I am the keeper of the records and files of the Issuer and of its President and Board of
Trustees (the "Corporate Authorities ").
I do further certify that the attached constitutes a full, true and complete excerpt from the
proceedings of the regular meeting of the Corporate Authorities held on the 28th day of February, 2005,
insofar as the same relates to the adoption of Ordinance No. 0 -d S - ®S, entitled:
AN ORDINANCE AUTHORIZING THE ISSUANCE OF GENERAL
OBLIGATION BONDS (ALTERNATE REVENUE SOURCE), SERIES 2005, OF
THE VILLAGE OF LEMONT, COOK, DuPAGE AND WILL COUNTIES,
ILLINOIS, PROVIDING THE DETAILS OF SUCH BONDS AND FOR AN
ALTERNATE REVENUE SOURCE AND THE LEVY OF DIRECT ANNUAL
TAXES SUFFICIENT TO PAY THE PRINCIPAL OF AND INTEREST ON SUCH
BONDS, AND RELATED MATTERS,
a true, correct and complete copy of which ordinance (the "Ordinance ") as adopted at such meeting
appears in the transcript of the minutes of such meeting and is hereto attached. The Ordinance was
adopted and approved by the vote and on the date therein set forth.
I do further certify that the deliberations of the Corporate Authorities on the adoption of
such Ordinance were taken openly, that the adoption of such Ordinance was duly moved and seconded,
that the vote on the adoption of such Ordinance was taken openly and was preceded by a public recital of
the nature of the matter being considered and such other information as would inform the public of the
business being conducted, that such meeting was held at a specified time and place convenient to the
public, that notice of such meeting was duly given to all of the news media requesting such notice, that
such meeting was called and held in strict compliance with the provisions of the open meeting laws of the
State of Illinois, as amended, and the Illinois Municipal Code, as amended, and that the Corporate
Authorities have complied with all of the applicable provisions of such open meeting laws and such Code
and their procedural rules in the adoption of such Ordinance.
IN WITNESS WHEREOF, I hereunto affix my official signature and the seal of the
Village of Lemont, Cook, DuPage and Will Counties, Illinois, this a$ day of .e�kcat, 2005.
(SEAL) Village Clerk