O-1017-96 08/26/96ITEM V.B.2
VILLAGE OF LEMONT
ORDINANCE NO. 017
AN ORDINANCE APPROVING AND AUTHORIZING
EXECUTION OF A FIRST AMENDED AND RESTATED
DECLARATION OF TRUST
ADOPTED BY THE
PRESIDENT AND BOARD OF TRUSTEES
OF THE VILLAGE OF LEMONT
This 26th day of August , 1996.
Published in pamphlet form by
authority of the President and
Board of Trustees of the Village of
Lemont, Counties of Cook, Will, and
DuPage, Illinois this 26th
day of August , 1996
ORDINANCE NO. /off?
AN ORDINANCE APPROVING AND AUTHORIZING
EXECUTION OF A FIRST AMENDED AND RESTATED DECLARATION OF TRUST
'WHEREAS, the Village of Lemont, Illinois (the "Village "), desires to participate in the
joint investment of certain of its funds in accordance with the Constitution and laws of the State
of Illinois (the "State") and has determined that such joint investment is in the best interests of
the Village and its residents; and
WHEREAS, Section 10 of Article VII of the Constitution of the State provides that the
State shall encourage intergovernmental cooperation and use its technical and financial resources
to assist intergovernmental activities among its units of local government; and
WHEREAS, the Intergovernmental Cooperation Act, as amended, provides a statutory
framework that supplements the constitutional grant of intergovernmental cooperation powers
found in said Section 10 of Article. VII; and
WHEREAS, Section 5 of the Intergovernmental Cooperation Act, as amended, provides
that any one or more municipalities may contract with any one or more other municipalities to
perform any governmental service, activity or undertaking which any of the municipalities •
entering into the contract is authorized by law to perform, provided that such contract shall be
authorized by the corporate authorities of each party of the contract; and
WHEREAS, such contract shall set forth fully the purposes, powers, rights, objectives
and responsibilities of the contracting parties; and
WHEREAS, Section 1 -1 -5 of the Illinois Municipal Code, as amended (the "Municipal
Code"), provides among other things, that the corporate authorities of each municipality may
exercise jointly, with one or more other municipal corporations or governmental subdivisions or
districts, all of the powers set forth in the Municipal Code; and
WHEREAS, Section 3.1 -35 -50 of the Municipal Code provides, among other things, that
each municipal treasurer is permitted to join with other municipal treasurers or municipalities for
the purpose of investing the municipal funds of which the treasurer has custody; and
WHEREAS, treasurers of certain Illinois municipalities have established the Illinois
Metropolitan Investment Fund (the "Fund"), with the assistance of the five metropolitan
Chicago Councils of Government, for the purpose of combining their respective available
investment funds so as to enhance the investment opportunities available to them and increase
the investment earnings accruing to the benefit of the respective municipalities on behalf of
which they act; and
WHEREAS, the Fund's assets can only be invested in instruments authorized by the
Public Funds Investment Act, as amended, and
WHEREAS, pursuant to a Declaration of Trust, dated as of September 1, 1995 (the
"Original Declaration ") certain municipal treasurers (known as "Participants ") entered into an
agreement establishing an entity for joint investment for the purpose of combining their
respective available investment funds so as to enhance the investment opportunities available to
them and increase the investment earnings accruing to the benefit of the respective municipalities
on behalf of which they acted, pursuant to the aforementioned constitutional and statutory
authority; and
WHEREAS, the Original Declaration was amended and restated by adoption of that
certain First Amended and Restated Declaration of Trust, dated as of July 1, 1996 (the Original
Declaration, as amended by the Amended and Restated Declaration of Trust, hereinafter referred
to as the "Declaration of Trust ").
WHEREAS, no municipal treasurer shall become a Participant in the Fund unless and
until such officer has adopted the Declaration of Trust and identified the municipality with
respect to the funds of which he is acting; and
WHEREAS, the corporate authorities of each Participant's municipality must also
authorize the Declaration of Trust; and
WHEREAS, the Village Board of the Village of Lemont (the "Village Board") deems it
necessary and in the best interests of the Village to participate in the Fund by having the
Treasurer of the Village become a Participant; and
NOW, THEREFORE BE IT ORDAINED BY THE VILLAGE BOARD OF THE
VILLAGE OF LEMONT, ILLINOIS, IN THE EXERCISE OF ITS POWERS, AS
FOLLOWS:
Section 1. The preambles to this Ordinance are hereby found and determined to be
true, correct and complete and are hereby incorporated into the text of this Ordinance by this
reference as set out herein at length.
Section 2. The First Amended and Restated Declaration of Trust is attached hereto
and by this reference incorporated herein and made a part hereof, is hereby adopted, and
Jean Nona , the Treasurer of the Village, is hereby authorized to become and additional
Participant of the Fund.
Section 3. The President and Village Clerk and other officers or employers of the
Village are hereby empowered and directed to execute and deliver all documents, certificates and
other instruments necessary to further the intent and purpose of this Ordinance.
2
Section 4. All ordinances, resolutions or motions in conflict herewith be and the
same are hereby superseded to the extent of such conflict, and that this Ordinance shall be in full
force and effect forthwith upon its adoption.
PASSED this 02-6) day of August, 1996
AYES:
NAYS:
ABSENT:
Chin, Latz, Markiewicz, Rimbo, Schobert
0
Buschman
APPROVED this G day of Augu
ATTEST:
Village Clerk
3
ACCEPTANCE AND APPROVAL OF
FIRST AMENDED AND RESTATED DECLARATION OF TRUST
DATED AS OF JULY 1,1996
The undersigned, having been authorized by Ordinance Number , adopted by the
Village Board of the Village of Lemont, Illinois, on the -2G day of , 1996, to become
an additional Participant of the Illinois Metropolitan Investment Fund (th "Fund"), hereby
approves and accepts the First Amended and Restated Declaration of Trust, dated as of July 1,
1996 and agrees to be bound by its terms with respect to the Fund.
Attest:
Village Clerk
(Village Seal)
Dated as of , 1996
4
Village Treasurer
Jean M. Nona
ILLINOIS METROPOLITAN INVESTMENT FUND
New Account Application
e this form to open a new Fund account or to amend an existing account. For additional information or help with this application, please call 708 - 450 -0100, ext. 252.
etum the signed application to:
Illinois Metropolitan Investment Fund
c/o William Stafford
1127 S. Mannheim Road, Suite 102
Westchester, IL 60154
e following must accompany this application: (i) a designation of the person(s) authorized to effect transactions with IMET including: a verification of signatures, and (it)
Bence of authority to participate in IMET in the form of an ordinance approving the IMET Declaration of Trust and a resolution allowing the treasurer to invest in IMET.
a gistration and Mailing Address
;count title Contact Name
reet Address City State Zip Code
ontact Phone Number Contact Facsimile Number
vestment Instructions (after the application has been approved by IMET):
To purchase the Fund, please call the Municipal Services Desk at 1- 800 -822 -9335, Purchases can be made on any business day between 7:00 AM and 12:00
noon Central time. The initial purchase must be 550,000 or more. Each purchase must be followed by a wire transfer in federal funds to the following address:
NBD
ABA #: 072000326
For further credit to G.L.: 325606
FBO: IMET
(Your Account Number with IMET)
vestment Authorization
By signing this New Account Application form, the undersigned: (i) represents and warrants that he/she has the power and authority to make the investment(s)
applied for pursuant to this Application; (ii) agrees that the Illinois Metropolitan Investment Fund, its investment advisor, administrator and custodian,
The First National Bank of Chicago and any of their subsidiary or affiliates, and the respective officers, directors, trustees, employees and agents of each of the
foregoing shall be indemnified and held harmless by the undersigned from and against any loss damage, expense or cost (including but not limited to attomey's
fees) for acting upon any instructions or inquiries believed genuine.
.xpayer Certification
Under the penalties of perjury, I (we) certify:
DI that the Social Security Number(s) or Taxpayer Identification Number(s) shown below on this form is (are) my (our) correct Taxpayer identification
Number(s), and
[ii) that 1 (we) am (are) not subject to backup withholdings either because I (we) have not been notified that I (we) am (are) subject to backup withholdings
as a result of a failure to report all dividends, or the Internal Revenue Service has notified me (us) that I (we) am (are) no longer subject to backup
withholdings. Failure by non - exempt taxpayers to fumish the correct Taxpayer Identification Number will result in withholding of 20% of all taxable dividends
paid to your account and/or withholding on certain other payments to you (this referred to as 'backup ").
NOTE: Strike out item (ii) if you have been notified that you are subject to backup withholding by the IRS and you have not received a notice from the IRS
advising you that backup withholding has been terminated.
Registered owner is:
Taxpayer ID Number
I Govemment Entity /Agency j I Other
lnature(s) The undersigned has had an opportunity to review the Fund's investment Circular, First Amended and Restated Declaration of Trust .
before signing this application. investments in the Fund are subject to the terms of these documents.
Principal value and yield of investments in IMET will fluctuate. Investments are subject to risk and a participant may experience a gain or loss upon redemption.
Neither the principal value of the Fund or Its yield are guaranteed.
nature & Title Signature & Title
:t Name
ce Use Only
Print Name
c2. / 7 /�
Da
Account Number