40-360-Ordinance No. 81-035 Recorded 9/16/1981The County
all of the bonds of
October 1, 1987, and
inverse numerical or
centages of the prin
redemption date:
IF REDEEMED ON
retains the right to call and redeem any or
this issue maturing after October 1, 1987, on
on any interest payment date thereafter, in
der at the following prices expressed as per-
cipal amount, plus accrued interest to the
REDEMPTION PRICE
October 1, 1987 and April 1, 1988 102%
October 1, 1988 and April 1, 1989 101%
October 1, 1989, and thereafter 100%.
ORDINANCE NO. 81-035, PAGE 1
BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON
An Ordinance Authorizing the
Issuance of General Obligation ) E
Bancroft Improvement Bonds,
Series 1981; and Declaring )
an Emergency.
1981
ROSEMARY
ORDINANCE NO. 81-035 DESCHUjES PNTERSON
CO
ERAS
THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY,
OREGON, ORDAINS as follows:
Section 1. Authorization. This Board of County
Commissioners a opted Orders No-.---8T-298 through 81-303 and Order
No. 81-305, assessing property for improvements to be constructed
abutting said properties on the 29th day of July, 1981. In con-
sideration of said liens being placed on property, applications to
finance improvements were submitted by property owners in the amount
of ONE MILLION SIX HUNDRED'THIRTY-SEVEN THOUSAND EIGHT HUNDRED EIGHTY-
EIGHT AND 68/100 DOLLARS ($1,637,888.68) for the purpose of paying
for said improvements.
That for the above purposes, the County shall issue General
Obligation Bancroft Improvement Bonds in the amount of ONE MILLION
SIX HUNDRED THIRTY-FIVE THOUSAND AND N01100 DOLLARS ($1,635,000.00)
to be dated October 1, 1981, to be numbered consecutively from one
to three hundred twenty-seven (1 to 327), inclusive, to be in denominations
of FIVE THOUSAND AND N01100 DOLLARS ($5,000.00) each, and to mature
serially in numerical order on October 1 of each year, as follows:
AMOUNT
DATE
AMOUNT
DATE
95;000
October
1,
1982
165,000
October
1,
1987
105,000
October
1,
1983
185,000
October
1,
1988
115,000
October
1,
1984
205,000
October
1,
1989
130,000
October
1,
1985
230,000
October
1,
1990
145,000
October
1,
1986
260,000
October
1,
1991
VOL 0 FAGS 361
Section 2. Si natures and Registration. That each of the
bonds be signee with t h- facsimile signature o the Chairman of the
Board of County Commissioners in office on the date of execution of
such bonds; that each of the bonds be attested personally with manual
signature by the Deschutes County Clerk in office on such date; and
that the coupons appertaining to the bonds be executed with the
facsimile signatures of such Chairman and Clerk.
Section 3. Security. The County has assessed the cost of
public improvements to eb nefitted properties, and all monies
collected therefrom shall be placed in the Bancroft Bond Redemption
Fund and applied to the payment of principal and interest on these
bonds. The full faith and credit of the County are also pledged to
the successive holders of each of the bonds and of the interest
coupons appertaining thereto, for the punctual payment of such obliga-
tions when due; and the County shall levy annually as required a
direct ad valorem tax upon all of the taxable property within the
County in sufficient amount, after taking into consideration discounts
taken and delinquencies that may occur in the payment of such taxes,
to pay the bond and bond interest obligations promptly as they
respectively mature; and the County covenants with the holders of
its bonds to levy such a tax annually as required during each year
when any of the bonds, or of bonds issued to refund them, and bond
interest obligations are outstanding.
Section 4. Advance Refunding. The General Obligation
Bonds of this issue shall be deemed to be within the definition of
bonds available for advance refunding, and shall be subject to being
advance refunded at the option of the County.
Section 5. Form. That such bonds and the coupons attached
thereto be in su stand-My the following form:
"UNITED STATES OF AMERICA
STATE OF OREGON
DESCHUTES COUNTY, OREGON
GENERAL OBLIGATION BANCROFT IMPROVEMENT BOND
SERIES 1981
$5,000.00
$5,000.00
Deschutes County, State of Oregon, acknowledges itself indebted and
for value received, hereby promises to pay bearer on the 1st day of
October, 19 , the sum of
FIVE THOUSAND AND N01100 DOLLARS
with interest thereon from the date hereof, at the rate of
percent ( per annum, on the First day of April and t Fe First
day of October in each year until maturity, upon surrender of the
annexed interest coupons as they severally mature. The principal of
and the interest upon this bond are payable in lawful money of the
United States of America, at the office of the Deschutes County
Treasurer, Bend, Oregon.
ORDINANCE NO. 81-035, PAGE 2
va 40 rAUE "
"Any or all of the bonds of the issue of which this Bond forms a
part, maturing after October 1, 1987, may be redeemed by the
County, in inverse numerical order on October 1, 1987, and on
any interest payment date thereafter, at the following prices
expressed as percentages of the principal amount, plus accrued
interest to the redemption date, as follows:
IF REDEEMED ON
October 1, 1987 and April 1, 1988
October 1, 1988 and April 1, 1989
October 1, 1989 and thereafter
REDEMPTION DATE
102%
101%
100%
upon notice given at least thirty (30) days prior to the redemption
date specified therein, by publication thereof in one issue of a
newspaper specializing in financial matters published in the City
of Portland, Oregon, and in a newspaper published and generally
circulated in the City of Bend, State of Oregon. From the date
of redemption designated in such notices, interest on the bonds
so called for payment shall cease.
THIS BOND is one of a series aggregating ONE MILLION SIX HUNDRED
THIRTY-FIVE THOUSAND AND N01100 DOLLARS ($1,635,000.00) par value,
issued to provide funds for the construction of improvements
to dedicated public rights of way in Deschutes County, Oregon, pursuant
to the Constitution and Laws of the State of Oregon, and pursuant
to orders of the Board of County Commissioners No. 81-298 through
81-303, and Order No. 81-305, assessing affected property for the
improvements to be constructed. That the amount of bonds is further
secured by applications to make the payment in installments by the
affected property owners.
IT IS HEREBY CERTIFIED, RECITED AND DECLARED, that all conditions,
acts and things required to exist, to happen and to be performed
precedent to and in the issuance of this Bond have existed, have
happened, and have been performed in due time, form and manner as
required by the Constitution and Statutes of the State of Oregon;
that the issue of which this Bond is a part, and all other obliga-
tions of such County, are within every debt limitation and other
limits prescribed by such Constitution and Statutes; and that the
County has provided for the levying annually of a direct ad valorem
tax upon all property within the County so taxable for its purpose,
in sufficient amount to pay the interest on and the principal of
the bonds of such issue, as such obligations respectively become
due and payable.
IN WITNESS WHEREOF, the Board of County Commissioners of Deschutes
County, Oregon, has caused this Bond to be signed with facsimile
signature by its Chairman, and attested personally with manual
signature by its County Clerk, and has caused its seal to be
affixed hereto, and has caused its seal to be executed with the
facsimile signatures of such officers, this day of
, 1981.
ORDINANCE NO. 81-035, PAGE 3
VOL 4 PAGE G3
CHAIRMAN, Board o County
Commissioners
ATTEST:
DESCHUTES COUNTY CLERK
FORM OF BOND COUPON
No.
On the First day of , 19 , Deschutes County,
Oregon, upon surrender o this Coupon at tFe office of the County
Treasurer, in the City of Bend, Oregon, will pay the bearer the
sum of DOLLARS
in lawful money of the United States of America,
for interest then due on its General Obligation Bancroft Improvement
Bond,,Series 1981, dated October 1, 1981, and bearing number
ATTEST:
DESCHUTES COUNTY CLERK
CHAIRMAN, Board o County
Commissioners
For coupons maturing after October 1, 1987, ADD:
'Unless the Bond hereinafter designated shall
previously have been called for payment, and
due provision made for the payment thereof,"'
Section 6. Sale. That the Deschutes County Clerk shall
cause to be pu ished in The Bend Bulletin, a newspaper of general
circulation printed and published in the City of Bend, County of
Deschutes, State of Oregon, notices of proposed sale of bonds, as
provided by law, in the form substantially shown on Exhibit "A,"
attached hereto and by this reference incorporated herein, specify-
ing that sealed bids will be received by Deschutes County at the
offices of RAGEN, ROBERTS, O'SCANNLAIN, ROBERTSON & NEILL, Bond
Counsel, 1600 Orbanco Building, 1001 S. W. Fifth Avenue, Portland,
Oregon 97204, up to and including the hour of ten o'clock a.m.
(10:00 a.m.), Pacific Daylight Time, on the 7th day of October,
1981, at which time they will be publicly opened and announced, and
thereafter the bids shall be considered and acted upon by the
Board of County Commissioners at its regular meeting commencing
at ten o'clock a.m. (10:00 a.m.), Pacific Daylight Time, for the
sale of the bonds, at not less than the par value thereof and the
ORDINANCE NO. 81-035, PAGE 4
VOL 0 ,,E364
accrued interest thereon, at an interest rate or rates in multiples
of one-eighth of one percent or one-twentieth of one percent, not
exceeding a net effective rate of twelve percent (12%) per annum
payable semi-annually on April 1 and October 1; that the bids shall
be accompanied by a cashier's check or certified check, of or upon
a bank doing business in the State of Oregon, in the sum of
THIRTY-TWO THOUSANDSEVEN HUNDRED AND N01100 DOLLARS ($32,700.00),
to be forfeited to the County in case the bidder fails to complete
his purchase in accordance with the terms of his bids; that bids
must be unconditional except as to qualification of approval of
validity of the bond issue by bond attorneys; that bids must show
the total cost of the bond issue to the County, including interest,
less premium offered, if any, provided the bid be accepted and
no callable bonds of this issue are redeemed prior to the maturity
dates thereof; that the bonds will be sold to the bidder whose bid
will result in the lowest net cost to the County; and that the
Board of County Commissioners' reserves the right to reject any
and all bids.
Section 7. Emergency Clause. This Ordinance being
necessary or the immediate preservation of public peace, health
and safety of Deschutes County, Oregon, in order to
obtain sufficient funds to pay for public improvements an emergency
is hereby declared to exist, and this Ordinance shall be in full
force and effect immediately upon its passage by the Board of
County Commissioners.
PASSED by unanimous vote of the Board of C~unty
T7-_V-' ioners with a quorum in attendance this day of
b e r- 1981.
ATTEST:
SUSAN STONEMAN
Recording Secretary
ORDINANCE NO. 81-035, PAGE 5
BOARD OF COUNTY COMMISSIONERS
EXHIBIT "A"
j. 4 FAcF 365
OFFICIAL NOTICE OF BOND SALE
DESCHUTES COUNTY
STATE OF OREGON
GENERAL OBLIGATION BANCROFT IMPROVEMENT BONDS
SERIES 1981
Notice is hereby given that sealed bids will be received by Deschutes
County, Oregon, until ten o'clock a.m. (10:00 a.m.), Pacific Daylight
Time, on October 7, 1981, at the offices of RAGEN, ROBERTS, O'SCANNLAIN,
ROBERTSON and NEILL, Bond Counsel, 1600 Orbanco Building, 1001 S. W.
Fifth Avenue, Portland, Oregon 97204, at which time they will be publicly
opened and announced.
The bids shall be considered and acted upon by the Board of County
Commissioners of Deschutes County, Oregon, at its regular meeting
to be held on Wednesday, October 7, 1981, commencing at ten o'clock
a.m. (10:00 a.m.), Pacific Daylight Time.
ISSUE: ONE MILLION SIX HUNDRED THIRTY-FIVE THOUSAND AND N01100
DOLLARS ($1,635,000.00) consisting of General Obligation Bancroft
Improvement Bonds in denominations of FIVE THOUSAND AND NO/100 DOLLARS
($5,000.00), all dated October 1, 1981.
INTEREST RATE: Maximum not to exceed a net effective rate of twelve
percent (12%) per annum, the first interest payment due on
April 1, 1982, and semi-annually thereafter on April 1 and October 1
of each year. Bidders must specify the interest rate or rates
which the bonds hereby offered for sale shall bear. The bids shall
comply with the following conditions: (1) Each interest rate
specified in any bid must be in multiples of 1/8th or 1/20th of one
percent (1%), not exceeding a net effective rate of twelve percent
(12%) per annum; (2) No bond shall bear more than one rate of
interest, no interest payment shall be evidenced by more than one
coupon, and supplemental coupons will not be permitted; (3) Each
bond shall bear interest from its date to its dated maturity date
at the interest rate specified in the bids; (4) All bonds maturing
at any one time shall bear the same rate of interest; and (5) The
difference between the highest and lowest rates bid shall not exceed
two percent (2%).
MATURITIES: The bonds shall mature serially in numerical order as
follows:
AMOUNT
DATE
AMOUNT
DATE
95,000
October
1,
1982
165,000
October
1,
1987
105,000
October
1,
1983
185,000
October
1,
1988
115,000
October
1,
1984
205,000
October
1,
1989
130,000
October
1,
1985
230,000
October
1,
1990
145,000
October
1,
1986
260,000
October
1,
1991
OFFICIAL NOTICE OF BOND SALE, PAGE 1
VOL 413 FAGS
366
REGISTRATION: The bonds will be issued in bearer form with no
option for registration.
REDEMPTION: The County retains the right to call and redeem any
or all of the bonds then outstanding in inverse numerical order on
the following interest payment dates and at the following prices
expressed as a percentage of the principal amount, plus accrued
interest to the date of redemption:
IF REDEEMED ON REDEMPTION PRICE
October 1, 1987 and April 1, 1988 102%
October 1, 1988 and April 1, 1989 101%
October 1, 1989 and thereafter 100%
Notice of any such redemption shall be given by mailing a notice
thereof to Moody's Investors Service, Inc., and Standard and Poor's
Corporation, New York, New York, not less than thirty (30) days prior
to the redemption date, and by publication of such notice at least
once, not less than thirty (30) days prior to the said redemption
date, in a newspaper specializing in financial matters published in
the City of Portland, Oregon, and in a newspaper published and
generally circulated in the City of Bend, Oregon. Interest on any
bond or bonds so called for redemption shall cease on such redemption
date, unless the same are not redeemed upon presentation made pursuant
to such call.
PAYMENT: Principal and interest are payable, either at maturity or
upon earlier redemption, in lawful money of the United States at
the office of the Deschutes County Treasurer, Deschutes County
Courthouse, Bend, Oregon.
PURPOSE: The bonds are to provide funds for the construction of
improvements to dedicated public rights of way in Deschutes County,
Oregon. The bonds are being sold in consideration of applications
to finance improvements in installments by property owners of property
subject to liens for the improvments.
SECURITY: The bonds of this issue are Bancroft Improvement Bonds,
which are General Obligation Bonds of the County. The County has
placed liens on property, and has covenanted to levy an ad valorem tax
annually to pay bond principal and interest as they respectively come
due.
LEGAL OPINION: The approving opinion of RAGEN, ROBERTS, O'SCANNLAIN,
ROBERTSON and NEILL, Lawyers, of Portland, Oregon, will be provided
at no cost to the purchaser, and will be printed on the bonds at
the expense of the County.
TAX EXEMPT STATUS: Interest on the bonds, in the opinion of Bond
Counsel, is exempt from taxation by the United States under present
Federal Income Tax Laws, and from personal income taxation by the
State of Oregon under present State Laws.
OFFICIAL NOTICE OF BOND SALE, PAGE 2
•i
VOL 4 PAGE
BEST BID: The bonds will be awarded to the responsible bidder whose
proposal will result in the lowest net cost to the County. Successful
bid will be determined by computing the total amount of interest
which the County would be required to pay from the date of each bond
to its respective maturity date at the coupon rate or ratesspecified,
assuming no bonds are called prior to maturity, less premium offered,
if any. The purchaser must pay accrued interest, computed on a
360-day basis, from the date of the bonds to the date of delivery.
The cost of printing the bonds will be borne by the County.
DELIVERY: Delivery of the bonds will be made without cost to the
successful bidder at such bank in the City of Portland, Oregon, as
the successful bidder shall name. Payment for the bonds must be
made in Federal funds. Delivery will be made within thirty (30)
days.
FORM OF BID: All bids must be for not less than all of the bonds
hereby offered for sale, for not less than one hundred percent (100%)
of the par value thereof, and accrued interest to the date of
delivery. Each bid, together with bidder's check as herein specified,
must be enclosed in a sealed envelope, addressed to the County and
designated, "PROPOSAL FOR BONDS." Bids must be received by ten
o'clock a.m. (10:00 a.m.), Pacific Daylight Time.
BID CHECK: All bids must be unconditional and accompanied by a
certified or cashier's check for THIRTY-TWO THOUSAND SEVEN HUNDRED
AND N01100 DOLLARS ($32,700.00), payable to the order of Deschutes
County, to secure the County from any loss resulting from the failure
of the bidder to comply with the terms of its bid. In addition,
bidders are requested to supply the total interest costs and net
effective interest rate, based upon the aggregate interest cost, if
its bid be accepted, that the County will pay upon the issue if the
bid is accepted. Such information shall be considered as informative
only. Checks will be forfeited to the County as liquidated damages
in case the bidder to whom the bonds are awarded shall withdraw its
bid or fail to complete its purchase in accordance with the terms thereof.
No interest shall be allowed on the deposit, but the check of the
successful bidder will be retained as part payment of the bonds, or
for liquidating damages as described above. Checks of the unsuccessful
bidders will be returned by the County promptly after award of bid.
RIGHT OF REJECTION: The County, by its Board of County Commissioners,
reserves the right to reject any and all bids. The County has
prepared an official statement relating to the bonds, a copy of
which will be furnished upon request.
CUSIP: CUSIP numbers will be imprinted upon all bonds of this
issue at the purchaser's request and expense. An improperly imprinted
number will not constitute a basis for the purchaser to refuse to
accept delivery.
NO LITIGATION: At the time of payment for the delivery of said
bonds, the County will furnish the successful bidder a certificate
that there is no litigation pending that affects the validity of
the bonds.
OFFICIAL NOTICE OF BOND SALE, PAGE 3
• V
VOL 0 FM E 368
FINANCIAL CONSULTANT: Deschutes County has employed, as financial
consultant for the preparation of the official statement, the
services of FOSTER AND MARSHALL, INC., 205 Columbia Street,
Seattle, Washington 98104, (206) 344-3500. The financial consultant
may submit a bid or participate in a bidding syndicate for the
purchase of these bonds.
FURTHER INFORMATION: The official statement and additional informa-
tion regarding the County and this sale may be obtained from
Richard L. Isham, Deschutes County Legal Counsel, Deschutes County
Courthouse Annex, Bend, Oregon 97701; (503) 388-6623.
ROSEMARY PATTERSON
Deschutes County Clerk
OFFICIAL NOTICE OF BOND SALE, PAGE 4