HomeMy WebLinkAboutSewage Works Revenue Bonds 2005AGREEMENT FOR SERVICES OF
REGISTRAR. AND PAYING AGENT
THIS AGREiEMENT FOR SERVICES OF REGISTRAR AND PAYING AGENT
("Agreement"), made' and entered into this 21st day of July, 2005, by and between the City of
Jeffersonville, India::l~a ("Issuer'~) and J.P. Morgan Trust Company, National Association,
Indianapolis, Indiana ("Bank"),
WITNESSES THAT:
WHEREAS, the Issuer has authorized the issuance of its Sewage Works Revenue Bonds
of 2005, Series A ("E.onds") in the aggregate principal amount of $6,500,000; and
WHEREAS, [:.he Bonds are to be issued in fully registered form, thereby requiring the
services of a Registrar and Paying Agent; and
WHEREAS, ~he Issuer, pursuant to its ordinance adopted June 6, 2005, and which
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includes provisions ::,f the Insurance Agreement, dated July 21, 2005, between the Issuer .and
Financial Security .-'~issurance Inc. (collectively, "Ordinance") has appointed the Bank as
Registrar and Payir~g Agent for the Bonds and has charged it with the responsibility of
authenticating the Bc ads; and
WHEREAS, l:he Bank has expressed its desire and willingness to serve as Registrar and
Paying Agent for the Bonds;
NOW THEI',',£FORE in consideration of the mutual promises,
representations contaiined herein the parties hereto do mUtually agree as follows'
covenants and
Section 1. ~Appointment of Bank as Registrar and Paying .Agent. The Issuer does
hereby appoint the 13ank as Registrar and Paying Agent for the Bonds. In discharging its
responsibilities, the l!l~ank wilt perform such duties as are customarily required of a Registrar and
Paying Agent, inclmling the duties specified in this Agreement and all duties of such positions
required by IC 26-1-I]i.
Section 2. General Description of Bonds. The Bonds are being issued for the
purpose of providing funds to be applied on the cost of certain additions, extensions and
improvements to the Issuer's municipal sewage works. The Bonds and the purposes.for which
they are being issued are fully described in the Ordinance, a copy of which is attached hereto and
marked as Exhibit A. In the event there is a conflict between the Ordinance and this Agreement,
the terms of the Ordi ~ance shall control.
~ Section 3. Execution. The Bonds shall be executed on behalf of the Issuer with the
manual or facsimile signature of the Mayor and attested with the facsimile signature of the
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Clerk-Treasurer, and shall have affixed, impressed, imprinted or otherwise reproduced thereon
the official seal of th{' Issuer or a facsimile thereof.
Section 4. Authentic.a. tion by the Registrar. All Bonds shall have endorsed thereon a
certificate of authen':~cation. No Bond shall be valid ~or obligatory for any purpose until the
certificate of authent i~,cation on the Bond has been duly executed by an authorized representative
of the Bank.
Section 5. Issuance and Delivery of Bonds. The Issuer will cause the initial Bonds to
be prepared by the b~:,nd printer by printing on each of such Bonds from information supplied by
the purchaser, the na:~ae, address and tax identification or social security number of the registered
owner, denominatior~, interest rate, maturity date and CUSIP number. The prepared Bonds will
be furnished to the Bank before closing for the Bank to check the information and to authenticate
or validate the Bond:~ which shall then be delivered to The Depository Trust Company by the
Bank. The Bonds sh ~11 be issued in book,entry form.
Section 6. Registration of Bonds' Exchange, Transfer; Persons Treated as Owners.
So long as any of tl:~.e Bonds shall remain outstanding, the Bank shall keep a register for the
registration and transt~i!er of Bonds ("Bond Register").
Each Bond
registered owner the]
of such Bond togeth~
duly executed by the
the Bank shall vali&
principal amount an
owner, as the case m;
'.hall be transferable or exchangeable only on the Bond Register by the
'eof in person, or by his attorney duly authorized in writing, upon surrender
:r with a written instrument of transfer or exchange satisfactory to the Bank
registered owner or his attorney duly authorized in writing, and thereupon
rte and deliver a new fully registered Bond or Bonds in the same aggregate
d of the same maturity to the transferee or transferees or the registered
~.y be, in exchange therefor.
The Issuer arid the Bank may treat and consider the person in whose name such Bonds
are registered as th:'., absolute owner thereof for all purposes including for the purpose of
receiving payment ot' or on account of, the principal thereof and interest due thereon.
Section 7. ?a~e~. (a) By~thelssu~er. On or before the business day immediately
preceding any payment date, the Issuer agrees to deposit with the Bank funds in an amount equal
to the principal of, [,remium, if any, and interest on the Bonds which shall become due on the
next payment date.
(b) By.th!: Bank. The Bank's obligation to pay the principal of, premium, if any, and
interest on the Bond i~, shall at all times be conditioned upon Issuer's compliance with the terms
and provisions of Se~:tion 7(a) hereof.
The principai of and premium, if any, on the Bonds shall be payable at the principal
corporate trust office of the Bank upon presentation of the Bonds for payment and cancellation.
Ail payments of inte~'~st on the Bonds may be paid by check drawn upon the Bank and mailed by
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first class mail on o
owners thereof as tt~
addresses as may be
principal or interest
payment date in sa
institutions are not~
business day. The £
City time) so such p.
All payments on th
America, which on t
private debts.
~ before the day immediately preceding the payment date to the registered
eir names appear on the Bond Register kept by the Bank or at such other
provided to the Bank in writing by such registered owners. If payment of
is made to a depository, payment shall be made~by wire transfer on the
me-day funds. If the payment date occurs on a date when financial
:,pen for business, the wire transfer shall be made on the next succeeding
ank is hereby instructed to wire transfer payments by 1 '00 p.m. (New York
~yments are received at the depository by 2'30 p.m. (New York City Time).
:.:, Bonds shall be made in any coin or currency of the United States of
i~e date of such payment, shall be legal tender for the payment of public and
Section 8. Mutilated .... Lost, Stolen or Destroyed Bonds~ In the event any Bond is
mutilated lost, stoler, or destroyed, the Bank may validate a new Bond of like date, maturity and
denomination as th~:t mutilated, lost, stolen or destroyed, provided that, in the case of any
mutilated Bond, suc:~ mutilated Bond shall first be surrendered to the Bank, and in the case of
any lost, stolen or destroyed Bond them shall be first furnished to the Bank evidence of' such
loss, theft or destruction satisfactory to the Bank, together, with indemnity satisfactory to it. In
the event any such lost, stolen or destroyed Bond shall have matured, instead of issuing a
duplicate Bond the l!;ank may, upon receiving indemnity satisfactory to it, pay the same without
surrender thereof. ~'ihe Bank may charge the owner of such Bond with its reasonable fees and
expenses in connecti :.~n with the above.
Every substitute Bond issued pursuant to this Section by reason of any Bond being lost,
stolen or destroyed shall, with respect to such Bonds, constitute a substitute contractual
obligation of the Iss'.~er, whether or not the lost, stolen or destroyed Bond shall be found at any
time, and shall be e~itled to all the benefits of the Ordinance equally and proportionately with
any and all other Bo~:ds duly issued thereunder.
Section 9. Canceliation ofB~_n_~. In every case of.the surrender of any Bond for the
purpose of transfer, :::xchange, payment or retirement, or for replacement, the Bank shall cancel
the same, and such ll;ond shall be delivered to the Issuer, or, if the Issuer so requests, such Bond
shall be destroyed b~; the Bank and a certificate of destruction evidencing such destruction shall
be furnished by the l~lank to the Issuer.
Section 10. Payment of Fees by Issuer. For the service to be provided in this
Agreement by the Bank, the Issuer agrees to pay the Bank for reasonable expense of
administration and t,:~, pay reasonable compensation in accordance with the Bank's fee schedule
in effect as of the {[ate of this Agreement, which schedule is attached hereto and marked as
Exhibit B, and the Is ruer acknowledges receipt of a copy hereof.
Section 11. Duty of Care. The Bank shall be under a duty to the Issuer to exercise
good faith and due rliligence in the performance of its functions as Registrar and Paying Agent
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under this Agreeme~[~t. With regard to the particular functions it performs, the Bank shall have
the same duty and ~:~bligation to the owner of the Bonds and shall have the same rights and
privileges as the Issu~:.~r has in regard to those functions.
Section 12. Agents of the Bank. The Bank may provide for its responsibilities under
this Agreement to b~: carried out by agents of the Bank, and may sub-contract for the work to be
performed. The Bank shall be responsible for the acts of its agents and subcontractors insofar as
the performance of tl:,~e Bank's duties under this Agreement are concerned.
Section 13. Indemnification. The Bank shall indemnify and hold the Issuer harmless
from any loss or clat:m asserted by any person, which loss or claim is the result of an act of, or
failure to act by the Bank, in the performance of its functions as Registrar and Paying Agent
under this Agreemen~i:.
Section 14. Resignation by the Bank. The Bank may at any time resign as Registrar
and Paying Agent bT,' giving thirty (30) days' written notice to the Issuer and by first-class mail
to each registered o,;¢ner of Bonds then outstanding and such resignation will take effect at the
end of such thirty (3 3) days, or upon the earlier appointment of a successor Registrar and Paying
Agent by the Issuer, Such notice to the Issuer may be served personally or sent by registered
mail. The Bank agr{,,es to deliver the Bond Register and any other pertinent material to the Issuer
or successor Registn~r and Paying Agent on or before the effective date of resignation.
Section 15. Removal of the Bank as Registrar and Paying Agent.. The Bank may be
removed at any time as Registrar and Paying Agent by the Issuer, in which event the Issuer may
appoint a successor l?,egistrar and Paying Agent. The Issuer, shall notify each registered owner
of Bonds then outstanding by first-class mail of the removal of the Bank as Registrar and Paying
Agent. Upon such r~'.~moval, the Bank agrees to deliver the Bond Register and all other pertinent
material to the Issue~' or successor Registrar and Paying Agent upon request of the Issuer.
Section 16. Assigm:ent. The Bank may not assign any interest in this Agreement
without the express ,,~.a'itten approval of the Issuer.
Section 17. Succes~so~rs~gnd.~Assigns. This Agreement shall be binding upon. and shall
inure to the benefit c:l.-' the successors and assigns of the respective parties hereto.
Section 18. Completeness of Agreement. This Agreement along with the copy of the
Ordinance constitute s the full and complete agreement between the Issuer and the Bank, and no
other understanding :)r Agreement, whether written or oral, shall bind either of the parties hereto.
Section 19. Amendments. The parties may make amendments to this Agreement from
time to time, provi:led that any such amendment shall be reduced to writing and shall be
executed as an ad&:ndum to this Agreement in the same manner as this Agreement has been
executed.
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Section 20. Section Heading_s. The headings of the several sections contained herein
are for convenience only and do not define, limit or construe the contents of such sections.
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Section 21. Notic_.____~e. Any notice required to be given by this Agreement shall be given
to the parties at the a,i[dress as follows:
To the Issuer:
City of Jeffersonville
c/o Clerk-Treasurer
501 E. Court Avenue
City-County Building
Jeffersonville, Indiana 47t30-4029
To the Bank:
J.P. Morgan Trust Company, National Association
Attn: Corporate Trust Department
1 East Ohio Street, Mail Code INI-0152
Indianapolis, Indiana 46204
Section 22. ...Applicable Provisions of Law. This Agreement shall be governed by and
construed in accorda2:~ce with the laws of the State of Indiana.
IN WITNESS;, WHEREOF, the Issuer and the Bank have executed this Agreement as of
the date first written ~,.bove.
CITY OF JEFFERSONVILLE, INDIANA
B Y'clerk_Tr'el}u/rer' .
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J.P. MORGAN TRUST
NATIONAL ASSOCIATION
COMPANY,
Attest:
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EXHIBIT A
Bond Ordinance with Insurance A~reement
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EXHIBIT B
Bank's Fee Schedule
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