HomeMy WebLinkAbout1998-2323 - Ordinance - 04/23/1998CERTIFICATE FOR ORDINANCE
ORDINANCE NO. 2323
We, the undersigned Mayor and City Secretary of the City of College Station, Texas (the "City"), hereby
certify as follows:
1. The City Council of the City (the "Council") convened in regular session, open to the public, on April
23, 1998, at the meeting place designated in the notice (the "Meeting"), and the roll was called of the members, to
wit: Lynn Mcllhaney, Mayor, and the following City Councilmembers: Steve Esmond, Swiki Anderson, David
Hickson, Dick Birdwell, Hubbard Kennady, and Larry Mariott. All members of the Council were present, except
, constituting a quorum. Whereupon among other business, the
following was transacted at the Meeting a written ordinance entitled:
ORDINANCE AUTHORIZING THE ISSUANCE OF $6,200,000 CITY OF COLLEGE
STATION, TEXAS GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES 1998,
AUTHORIZING EXECUTION OF A PAYING AGENT/REGISTRAR AGREEMENT; AND
APPROVING ALL OTHER MATTERS RELATED TO ISSUANCE OF THE BONDS,
INCLUDING IMMEDIATE EFFECTIVENESS
(the "Ordinance") was duly introduced for the consideration of the Council and read in full. It was then duly moved
and seconded that the Ordinance be finally passed and adopted; and after due discussion, such motion, carrying with
it the adoption of the Ordinance prevailed and carried by the following vote:
YES: 7 NOES: 0 ABSTENTIONS:
2. A true, full, and correct copy of the Ordinance adopted at the Meeting is attached to and follows this
Certificate; the Ordinance has been duly recorded in the Council's minutes of the Meeting; the above and foregoing
paragraph is a true, full, and correct excerpt from the Council's minutes of the Meeting pertaining to the adoption
of the Ordinance; the persons named in the above and foregoing paragraph are duly chosen, qualified, and acting
officers and members of the Council as indicated therein; each of the officers and members of the Council was duly
and sufficiently notified officially and personally, in advance, of the time, place, and purpose of the Meeting, and
that the Ordinance would be introduced and considered for adoption at the Meeting and each of such officers and
members consented, in advance, to the holding of the Meeting for such purpose; and the Meeting was open to the
public, and public notice of the time, place, and purpose of the Meeting was given, all as required by Chapter 5:51,
Texas Government Code.
3. Connie Hooks is the duly appointed and acting City Secretary of the City.
SIGNED AND SEALED THIS April 23, 1998.
City Secretary
City of College Station, Texas
M~yor t/
City of College Station, Texas
(CITY SEAL)
ORDINANCE NO. 2:323
ORDINANCE AUTHORIZING THE ISSUANCE OF $6,200,000 CITY OF COLLEGE
STATION, TEXAS GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES
1998, AUTHORIZING EXECUTION OF A PAYING AGENT/REGISTRAR
AGREEMENT; AND APPROVING ALL OTHER MATTERS RELATED TO
ISSUANCE OF THE BONDS, INCLUDING IMMEDIATE EFFECTIVENESS
WHEREAS, at an election duly called and held for and within the City of College Station, Texas (the
"Issuer" or the "City") on March 25, 1995, the duly qualified resident electors of the City authorized the City
Gouncil of the City (the "Council") to issue bonds of the maximum amount of $22,500,000 (the "1995
Authorization"), the Council has heretofore issued $10,000,000 of the 1995 Authorization and the Council
now deems it to be in the best interest of the City to issue $6,200,000 of the 1995 Authorization, leaving
$6,300,000 of the 1995 Authorization to be issued in the future;
WHEREAS, the Council has heretofore issued $3,070,000 out of the $10,065,000 approved under
Proposition No. 1 of the 1995 Authorization and now deems it to be in the best interest of the City to issue
$2,603,000 from Proposition No. 1 of the 1995 Authorization, leaving $4,392,000 in bonds from Proposition
No. I to be issued by the Council in the future; the Council has heretofore issued $770,000 from Proposition
No. 2 of the 1995 Authorization and now deems it in the best interest of the City to issue $320,000 out of the
$1,600,000 approved under Proposition 2 of the 1995 Authorization, leaving $510,000 in bonds from
Proposition 2 to be issued by the Council in the future; the Council has heretofore issued $700,000 from
Proposition 3 of the 1995 Authorization and now deems it to be in the best interest of the City to issue
$380,000 out of the $1,900,000 approved under Proposition 3 of the 1995 Authorization, leaving $820,000 in
bonds from Proposition 3 to be issued by the Council in the future; the Council has heretofore issued
$765,000 from Proposition 4 of the 1995 Authorization and now deems it to be in the best interest of the City
to issue $462,000 out of the $1,805,000 approved under Proposition 4 of the 1995 Authorization, leaving
$578,000 in bonds from Proposition 4 to be issued by the Council in the future; the Council has heretofore
issued $1,900,000 from Proposition 5 of the 1995 Authorization and now deems it to be in the best interest of
the City to issue $735,000 out of the $2,635,000 approved under Proposition 5 of the 1995 Authorization,
leaving $-0- in bonds from Proposition 5 to be issued by the Council in the future; the Council has heretofore
issued $935,000 of the $1,365,000 approved under Proposition 6 of the 1995 Authorization and now deems it
to be in the best interest of the City to issue $430,000 from Proposition 6 of the 1995 Authorization, leaving
$-0- in bonds from Proposition 6 to be issued by the Council in the future; the Council has heretofore issued
$1,430,000 out of the $1,630,000 approved under Proposition 7 of the 1995 Authorization and now deems it
to be in the best interest of the City to issue $200,000 from Proposition 7 of the 1995 Authorization, leaving
$-0- in bonds from Proposition 7 to be issued by the Council in the future; and the Council has heretofore
issued $430,000 out of the $1,500,000 approved under Proposition 8 of the 1995 Authorization and now
deems it to be in the best interest of the City to issue $1,070,000, leaving $-0- in bonds from Proposition No.
8 to be issued by the Council in the future; and
WHEREAS, the bonds hereinafter authorized are to be issued and delivered pursuant to Article 701
et. seq, Vernon's Texas Civil Statutes, as amended, and the Charter of the City;
THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF COLLEGE
STATION, TEXAS, THAT:
Section !. Amount and Purpose of the Bonds. The bonds of the City are hereby authorized to be
issued and delivered in the aggregate principal amount of $6,200,000, for purposes as follows: $2,603,000 for
reconstructing, improving, and extending streets, including construction and improvement of sidewalks, traffic
signals, and necessary drainage therefor, together with acquisition of any necessary right-of-way therefor;
$320,000 for improving and extending sidewalks and bike paths, and landscaping major thoroughfares
including improvements in the Northgate area; $380,000 for traffic management improvements, including but
not limited to, installation of traffic signals, creation of continuous right turn lanes and intersection
approaches, and construction of center lane medians; $462,000 for drainage improvement projects, including
but not limited to the City's participation in projects and storm drain and channel improvements; $?35,000 for
construction of a new municipal library, including acquisition of necessary land, books, technology, and
equipment therefor; $430,000 for construction of a new central fire station and parking and storage facilities,
including acquisition of necessary land for such purposes; $200,000 for parks and recreation facilities,
including the acquisition of any necessary land therefor; and $1,070,000 for acquisition of land and initial
development of a major athletic park; and to pay costs of issuance of the Bonds.
Section 2. Designation, Date, Denominations, Interest Rates, Numbers, and Maturities of
Bonds. Each bond issued pursuant to this Ordinance shall be designated "CITY OF COLLEGE STATION,
TEXAS GENERAL OBLIGATION IMPROVEMENT BOND, SERIES 1998, and initially there shall be
issued, sold, and delivered hereunder fully registered bonds, without interest coupons, dated April 1, 1998, in
the respective denominations and principal amounts hereinafter stated, payable to the respective initial
registered owner thereof (as designated in Section 12 hereof), or to the registered assignee or assignees of said
bonds or any portion or portions thereof (in each case, the "Registered Owner", "Owner", or "owner").
The term "Bonds" as used in this Ordinance shall mean and include collectively the bonds initially
issued and delivered pursuant to this Ordinance and all substitute bonds exchanged therefor, as well as all
other substitute bonds and replacement bonds issued pursuant hereto, and the term "Bond" shall mean any of
the Bonds. The Bonds shall be numbered I-1 and R-1 upward, shall be in the denomination of $5,000 each
or any integral multiple thereof, shall bear interest at the following per annum interest rates and shall mature
and be payable serially on February 15 in each of the years and in the principal amounts, respectively as set
forth in the following schedule:
INTEREST INTEREST
YEAR AMOUNT RATE YEAR AMOUNT RATE
2000 $215,000 6.500% 2009 $340,000 4.700%
2001 230,000 6.500 2010 360,000 4.750
2002 240,000 6.500 2011 380,000 4.850
2003 255,000 6.500 2012 395,000 5.000
2004 265,000 6.500 2013 415,000 5.000
2005 280,000 6.500 2014 440,000 5.000
2006 295,000 4.500 2015 460,000 5.100
2007 310,000 4.550 *** *** ***
2008 325,000 4.650 2017 995,000 5.125
Said interest shall be payable in the manner provided and on the dates stated in the FORM OF BOND set
forth in this Ordinance.
Section 3. Characteristics of the Bonds. (a) Registration~ Transfer~ and Exchangel Authentication.
The City shall keep or cause to be kept at the designated payment office of Chase Bank of Texas, National
Association, Houston, Texas (the initial "Paying Agent/Registrar") books or records for the registration of the
transfer and exchange of the Bonds (the "Registration Books"), and the City hereby appoints the Paying
Agent/Registrar as its registrar and transfer agent to keep such books or records and make such registrations
of transfers and exchanges under such reasonable regulations as the City and Paying Agent/Registrar may
prescribe; and the Paying Agent/Registrar shall make such registrations, transfers, and exchanges as herein
provided. The Paying Agent/Registrar shall obtain and record in the Registration Books the address of the
registered owner of each Bond to which payments with respect to the Bonds shall be mailed, as herein
provided; but it shall be the duty of each registered owner to notify the Paying Agent/Registrar in writing of
the address to which payments shall be mailed, and such interest payments shall not be mailed unless such
notice has been given. To the extent possible and under reasonable circumstances, all transfers of Bonds shall
be made within three business days after request and presentation thereof. The City shall have the right to
inspect the Registration Books during regular business hours of the Paying Agent/Registrar, but otherwise the
Paying Agent/Registrar shall keep the Registration Books confidential and, unless otherwise required by law,
shall not permit their inspection by any other entity. The Paying Agent/Registrar's standard or customary fees
and charges for making such registration, transfer, exchange and delivery of a substitute Bond or Bonds shall
be paid as provided in the FORM OF BOND set forth in this Ordinance. Regislration of assignments, trans-
fers, and exchanges of Bonds shall be made in the manner provided and with the effect stated in the FORM
OF BOND set forth in this Ordinance. Each substitute Bond shall bear a letter and/or number to distinguish
it from each other Bond.
Except as provided in subsection (c) below, an authorized representative of the Paying Agent/Registrar
shall, before the delivery of any such Bond, date and manually sign the Paying Agent/Registrar's
Authentication Certificate, and no such Bond shall be deemed to be issued or outstanding unless such Certifi-
cate is so executed. The Paying Agent/Registrar promptly shall cancel all paid Bonds and Bonds surrendered
for transfer and exchange. No additional ordinances, orders, or resolutions need be passed or adopted by the
governing body of the City or any other body or person so as to accomplish the foregoing transfer and
exchange of any Bond or portion thereof, and the Paying Agent/Registrar shall provide for the printing,
execution, and delivery of the substitute Bonds. Pursuant to Article 717k-6, Vemon's Texas Civil Statutes, as
amended, and particularly Section 6 thereof, the duty of transfer and exchange of Bonds as aforesaid is
hereby imposed upon the Paying Agent/Registrar, and, upon the execution of said certificate, the transferred
and exchanged Bond shall be valid, incontestable, and enforceable in the same manner and with the same
effect as the Bonds which initially were issued and delivered pursuant to this Ordinance, approved by the
Attorney General, and registered by the Comptroller of Public Accounts.
(b) Payment of Bonds and Interest. The City hereby further appoints the Paying Agent/Registrar to act
as the paying agent for paying the principal of and interest on the Bonds, all as provided in this Ordinance.
The Paying Agent/Registrar shall keep proper records of all payments made by the City and the Paying
Agent/Registrar with respect to the Bonds. The Mayor and City Secretary are hereby authorized to execute
an agreement with the Paying Agent/Registrar substantially in the form presented at this meeting.
(c) In General. The Bonds (i) shall be issued in fully registered form, without interest coupons, with
the principal of and interest on such Bonds to be payable only to the registered owners thereof, (ii) may be
redeemed prior to their scheduled maturities, (iii) may be transferred and assigned, (iv) may be exchanged for
other Bonds, (v) shall have the characteristics, (vi) shall be signed, sealed, executed, and authenticated, (vii)
shall have the principal of and interest on the Bonds be payable, and (viii) shall be administered and the
Paying Agent/Registrar and the City shall have certain duties and responsibilities with respect to the Bonds,
all as provided, and in the manner and to the effect as required or indicated, in the FORM OF BOND set
forth in this Ordinance. The Bond initially issued and delivered pursuant to this Ordinance numbered 1-1 (the
"Initial Bond") shall be delivered to the initial purchaser and is not required to be, and shall not be, authenti-
cated by the Paying Agent/Registrar, but on each substitute Bond issued in exchange for the Initial Bond or
any Bond or Bonds issued under this Ordinance the Paying Agent/Registrar shall execute the PAYING
AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE, in the form set forth in the FORM OF
BOND.
(d) Substitute Paying Agent/Registrar. The City covenants with the registered owners of the Bonds
that at all times while the Bonds are outstanding the City will provide a competent and legally qualified bank,
trust company, financial institution, or other agency to act as and perform the services of Paying
Agent/Registrar for the Bonds under this Ordinance, and that the Paying Agent/Registrar will be one entity.
The City reserves the right to, and may, at its option, change the Paying Agent/Registrar upon not less than
120 days written notice to the Paying Agent/Registrar, to be effective not later than 60 days prior to the next
principal or interest payment date after such notice. In the event that the entity at any time acting as Paying
Agent/Registrar (or its successor by merger, acquisition, or other method) should resign or otherwise cease to
act as such, the City covenants that promptly it will appoint a competent and legally qualified bank, trust
company, financial institution, or other agency to act as Paying Agent/Registrar under this Ordinance. Upon
any change in the Paying Agent/Registrar, the previous Paying Agent/Registrar promptly shall transfer and
deliver the Registration Books (or a copy thereof), along with all other pertinent books and records relating to
the Bonds, to the new Paying Agent/Registrar designated and appointed by the City. Upon any change in the
Paying Agent/Registrar, the City promptly will cause a written notice thereof to be sent by the new Paying
Agent/Registrar to each registered owner of the Bonds, by United States mail, first-class postage prepaid,
which notice also shall give the address of the new Paying Agent/ Registrar. By accepting the position and
performing as such, each Paying Agent/Registrar shall be deemed to have agreed to the provisions of this
Ordinance, and a certified copy of this Ordinance shall be delivered to each Paying Agent/Registrar.
Section 4. Form of Bonds. The form of the Bonds, including the form of Paying Agent/Registrar's
Authentication Certificate, the form of Assignment, the form of Statement of Insurance, and the form of
Registration Certificate of the Comptroller of Public Accounts of the State of Texas to be attached to the
Initial Bond, shall be, respectively, substantially as follows, with such appropriate variations, omissions, or
insertions as are permitted or required by this Ordinance.
FORM OF BOND
FORM OF DEFINITIVE BOND
NO. R-
$
PRINCIPAL
AMOUNT
United States of America
State of Texas
CITY OF COLLEGE STATION, TEXAS
GENERAL OBLIGATION IMPROVEMENT BOND,
SERIES 1998
INTEREST RATE
MATURITY DATE ISSUE DATE CUSIP NO.
April 1, 1998
REGISTERED OWNER:
PRINCIPAL AMOUNT:
DOLLARS
ON THE MATURITY DATE, specified above, THE CITY OF COLLEGE STATION, TEXAS (the
"City"), a home rule city and municipal corporation located in Brazos County, Texas, hereby promises to pay
to the Registered Owner, specified above, or registered assigns (hereinafter called the "registered owner") the
Principal Amount, specified above, and to pay interest thereon from the Issue Date, specified above, on
February 15, 1999, and semiannually on each August 15 and February 15 thereaRer to the Maturity Date, or
the date of redemption prior to maturity, at the Interest Rate per annum, specified above, computed on the
basis of a 360-day year of twelve 30-day months; except that if this Bond is required to be authenticated and
the date of its authentication is later than the first Record Date (hereinai~er defined), such Principal Amount
shall bear interest from the interest payment date next preceding the date of authentication, unless such date
of authentication is aRer any Record Date but on or before the next following interest payment date, in which
case such principal amount shall bear interest from such next following interest payment date; provided,
however, that if on the date of authentication hereof the interest on the Bond or Bonds, if any, for which this
Bond is being exchanged is due but has not been paid, then this Bond shall bear interest from the date to
which such interest has been paid in full.
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the United
States of America, without exchange or collection charges. The principal of this Bond shall be paid to the
registered owner hereof upon presentation and surrender of this Bond at maturity or upon the date fixed for
its redemption prior to maturity, at the designated payment office of CHASE BANK OF TEXAS,
NATIONAL ASSOCIATION, Houston, Texas, or its successor, which is the "Paying Agent/Registrar" for this
Bond. The payment of interest on this Bond shall be made by the Paying Agent/Registrar to the registered
owner hereof on each interest payment date by check, dated as of such interest payment date, drawn by the
Paying Agent/Registrar on, and payable solely from, funds of the City required by the ordinance authorizing
the issuance of this Bond adopted on April 23, 1998 (the "Ordinance") to be on deposit with the Paying
Agent/Registrar for such purpose as hereinafter provided; and such check shall be sent by the Paying
Agent/Registrar by United States mail, first-class postage prepaid, on each such interest payment date, to the
registered owner hereof, at its address as it appeared on the last business day of the month next preceding
each such date (the "Record Date") on the books of registration kept by the Paying Agent/Registrar (the
"Registration Books"). In addition, interest may be paid by such other method, acceptable to the Paying
Agent/Registrar, requested by, and at the risk and expense of, the registered owner.
THIS BOND is one of a series of Bonds authorized in accordance with the laws of the State of Texas
in the original principal amount of $6,200,000, for purposes of providing $2,603,000 for street improvements;
$320,000 for thoroughfares, sidewalks, and bike path improvements; $380,000 for traffic management
improvements; $462,000 for the drainage of surface and fiood waters; $735,000 for construction of a new
municipal library; $430,000 for construction of a new central fire station and parking and storage facilities;
$200,000 for construction of park facilities and park improvements; and $1,020,000 for acquisition of land for
public services; and to pay costs of issuance of the Bonds.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS BOND SET
FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL HAVE THE SAME FORCE AND
EFFECT AS SET FORTH IN THIS SPACE.
IN WITNESS WHEREOF, the City has caused this Bond to be signed with the manual or facsimile
signature of the Mayor of the City and countersigned with the manual or facsimile signature of the City
Secretary of the City, and has caused the official seal of the City to be duly impressed, or placed in facsimile,
on this Bond.
CITY OF COLLEGE STATION
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
City Secretary Mayor
[Form of Back Panel of Definitive Bond]
THE BONDS are issued pursuant to the Ordinance whereunder the City covenants to levy a
continuing direct annual ad valorem tax on taxable property within the City, not to exceed $2.50 per assessed
$100 valuation, as provided in Article XI, Section 5 of the Texas Constitution, for each year while any part of
the Bonds are considered outstanding under the provisions of the Ordinance, in sufficient amount to pay
interest on each Bond as it becomes due, to provide a sinking fund for the payment of the principal of the
Bonds when due, and to pay the expenses of assessing and collecting such tax, all as more specifically
provided in the Ordinance. Reference is hereby made to the Ordinance for provisions with respect to the
custody and application of the City's funds, remedies in the event of a default hereunder or thereunder, and
the other rights of the registered owner.
THIS BOND IS TRANSFERABLE OR EXCHANGEABLE only upon presentation and surrender at
the designated payment office of the Paying Agent/Registrar. If this Bond is being transferred, it shall be
duly endorsed for transfer or accompanied by an assignment duly executed by the registered owner, or his
authorized representative, subject to the terms and conditions of the Ordinance.
ANY ACCRUED INTEREST DUE at maturity or upon the redemption of this Bond prior to maturity
as provided herein shall be paid to the registered owner upon presentation and surrender of this Bond for
redemption and payment at the designated payment office of the Paying Agent/Registrar. The City covenants
with the registered owner of this Bond that on or before each principal payment date, interest payment date,
and accrued interest payment date for this Bond it will make available to the Paying Agent/Registrar, from the
"Interest and Sinking Fund" created by the Ordinance, the amounts required to provide for the payment, in
immediately available funds, of all principal of and interest on the Bonds, when due.
IF THE DATE for the payment of the principal of or interest on this Bond shall be a Saturday, a
Sunday, a legal holiday, or a day on which banking institutions in the city where the designated payment
office of the Paying Agent/Registrar is located are authorized by law or executive order to close, or the
United States Postal Service is not open for business, then the date for such payment shall be the next
succeeding day which is not such a Saturday, Sunday, legal holiday, or day on which banking institutions are
authorized to close, or the United States Postal Service is not open for business; and payment on such date
shall have the same force and effect as if made on the original date payment was due.
THE CITY RESERVES THE RIGHT to redeem the Bonds maturing on or after February 15, 2009
prior to their scheduled maturities, in whole or in part, in integral multiples of $5,000, on February 1:5, 2008,
or on any date thereafter. Such optional redemptions shall be at a redemption price of par plus accrued
interest on the principal amounts called for redemption to the date fixed for redemption. If less than all of the
Bonds are to be redeemed, the particular Bonds to be redeemed shall be selected by the City in integral
multiples of $5,000 within any one maturity. At least 45 days prior to the date fixed for any redemption of
Bonds or portions thereof prior to maturity a written notice of such redemption shall be given by the City to
the Paying Agent/Registrar, and the Paying Agent/Registrar shall send a copy of such notice at least 30 days
prior to the date fixed for redemption by United States mail, first class, postage prepaid, addressed to the
registered owner of each Bond to be redeemed in whole or in part at the address shown on the Registration
Books; provided, however, that the failure to send, mail, or receive such notice, or any defect therein or in the
sending or mailing thereof, shall not affect the validity or effectiveness of the proceedings for the redemption
of any Bond. When Bonds or portions thereof have been called for redemption, and due provision has been
made to redeem the same, the principal amounts so redeemed shall be payable solely from the funds provided
for redemption, and interest which would otherwise accrue on the amounts called for redemption shall
terminate on the date fixed for redemption.
THE BONDS OF THIS SERIES maturing on February 15, 2017 shall be subject to mandatory
sinking fund redemption, in whole or in part (at a redemption price equal to the principal amount thereof and
any accrued interest thereon to the date set for redemption), on February I in each of the years and in the
amounts set forth below:
YEAR AMOUNT
2016 $485,000
2017 $10,000 (final maturity)
ALL BONDS OF THIS SERIES are issuable solely as fully registered Bonds, without interest
coupons, in the denomination of any integral multiple of $5,000. As provided in the Ordinance, this Bond, or
any unredeemed portion hereof, may, at the request of the registered owner or the assignee or assignees
hereof, be assigned, transferred, and exchanged for a like aggregate principal amount of fully registered
Bonds, without interest coupons, payable to the appropriate registered owner, assignee, or assignees, as the
case may be, having the same denomination or denominations in any integral multiple of $5,000 as requested
in writing by the appropriate registered owner, assignee, or assignees, as the case may be, upon surrender of
this Bond to the Paying Agent/Registrar for cancellation, all in accordance with the form and procedures set
forth in the Ordinance. Among other requirements for such assignment and transfer, this Bond must be
presented and surrendered to the Paying Agent/Registrar, together with proper instruments of assignment, in
form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of
this Bond or any portion or portions hereof in any integral multiple of $5,000 to the assignee or assignees in
whose name or names this Bond or any such portion or portions hereof is or are to be registered. The form
of Assignment printed or endorsed on this Bond may be executed by the registered owner to evidence the
assignment hereof, but such method is not exclusive, and other instruments of assignment satisfactory to the
Paying Agent/Registrar may be used to evidence the assignment of this Bond or any portion or portions
hereof from time to time by the registered owner. The person requesting such transfer and exchange shall
pay the Paying Agent/Registrar's reasonable standard or customary fees and charges for transferring and
exchanging any Bond or portion thereof. In any circumstance, any taxes or governmental charges required to
be paid with respect thereto shall be paid by the person requesting such assignment, transfer, or exchange, as
a condition precedent to the exercise of such privilege. The foregoing notwithstanding, in the case of the
exchange of a portion of a Bond which has been redeemed prior to maturity, as provided herein, and in the
case of the exchange of an assigned and transferred Bond or Bonds or any portion or portions thereof, such
fees and charges of the Paying Agent/Registrar will be paid by the City. The Paying Agent/Registrar shall
not be required to make any such transfer or exchange (i) during the period of lS days next preceding an
interest payment date or (ii) with respect to any Bond or any portion thereof called for redemption prior to
maturity, within 45 days prior to its redemption date.
IN THE EVENT any Paying Agent/Registrar for the Bonds is changed by the City, resigns, or
otherwise ceases to act as such, the City has covenanted in the Ordinance that it promptly will appoint a
competent and legally qualified substitute therefor, and cause written notice thereof to be mailed to the
registered owners of the Bonds.
BY BECOMINO the registered owner of this Bond, the registered owner thereby acknowledges all of
the terms and provisions of the Ordinance, agrees to be bound by such terms and provisions, acknowledges
that the Ordinance is duly recorded and available for inspection in the official minutes and records of the
governing body of the City, and agrees that the terms and provisions of this Bond and the Ordinance
constitute a contract between each registered owner hereof and the City.
IT IS HEREBY CERTIFIED, RECITED, AND COVENANTED THAT this Bond has been duly and
validly authorized, issued, and delivered; all acts, conditions, and things required or proper to be performed,
exist, and be done precedent to or in the authorization, issuance, and delivery of this Bond have been
performed, existed, and been done in accordance with law; and ad valorem taxes sufficient to provide for the
payment of the interest on and principal of this Bond, as such interest comes due, and as such principal
matures, have been levied and ordered to be levied against all taxable property in the City, and have been
pledged for such payment, within the limit prescribed by law.
FORM OF INITIAL BOND
The Initial Bond shall be in the form set forth above for the Definitive Bonds, except the following
shall replace the heading and the first four paragraphs:
NO. I-1 $6,200,000
United States of America
State of Texas
CITY OF COLLEGE STATION, TEXAS
GENERAL OBLIGATION IMPROVEMENT BOND,
SERIES 1998
Issue Date:
APRIL 1, 1998
Registered Owner: A.G. EDWARDS & SONS, INC.
Principal Amount: SIX MILLION TWO HUNDRED THOUSAND DOLLARS ($6,200,000)
THE CITY OF COLLEGE STATION, TEXAS (the "City"), for value received, acknowledges itself
indebted to and hereby promises to pay to the order of the Registered Owner, specified above, or the
registered assigns thereof (the "Registered Owner"), the Principal Amount, specified above, with principal
installments payable on February 15 in each of the years, and bearing interest at per annum rates in
accordance with the following schedule:
YEARS OF PRINCIPAL INTEREST
STATED MATURITIES INSTALLMENTS RATES
$ %
(Information to be inserted from schedule in Section 2 hereof.)
INTEREST on the unpaid Principal Amount hereof from the Issue Date, specified above, or from the
most recent interest payment date to which interest has been paid or duly provided for until the Principal
Amount has become due and payment thereof has been made or duly provided for shall be paid computed on
the basis of a 360-day year of twelve 30-day months; such interest being payable on February 15 and August
1:5 of each year, commencing February 15, 1999.
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the United
States of America, without exchange or collection charges. The final payment of principal of this Bond shall
be paid to the Registered Owner hereof upon presentation and surrender of this Bond at final maturity, at the
designated payment office of CHASE BANK OF TEXAS, NATIONAL ASSOCIATION, Houston, Texas,
which is the "Paying Agent/Registrar" for this Bond. The payment of principal installments and interest on
this Bond shall be made by the Paying Agent/Registrar to the Registered Owner hereof as shown by the
Registration Books kept by the Paying Agent/Registrar at the close of business on the Record Date by check
drawn by the Paying Agent/Registrar on, and payable solely from, funds of the City required to be on deposit
with the Paying Agent/Registrar for such purpose as hereinafter provided; and such check shall be sent by the
Paying Agent/Registrar by United States mail, postage prepaid, on each such payment date, to the registered
owner hereof at its address as it appears on the Registration Books kept by the Paying Agent/Registrar, as
hereinafter described. The record date ("Record Date") for payments hereon means the last business day of
the month preceding a scheduled payment. The City covenants with the Registered Owner that no later than
each principal installment payment date and interest payment date for this Bond it will make available to the
Paying Agent/Registrar the amounts required to provide for the payment, in immediately available funds, of
all principal of and interest on the Bonds, when due, in the manner set forth in the ordinance authorizing the
issuance of the Bonds adopted by the City Council of the City on April 23, 1998 (the "Ordinance").
FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
[Not included on Initial Bond]
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued under the provisions of the Ordinance described in
the text of this Bond and that this Bond has been issued in exchange for a bond, bonds, or a portion of a
bond or bonds of a series which originally was approved by the Attorney Oeneral of the State of Texas and
registered by the Comptroller of Public Accounts of the State of Texas.
Dated CHASE BANK OF TEXAS, NATIONAL
ASSOCIATION,
Paying Agent/Registrar
By.
Authorized Signatory
FORM OF STATEMENT OF INSURANCE
STATEMENT OF INSURANCE
Financial Security Assurance Inc. ("Financial Security"), New York, New York, has delivered its
municipal bond insurance policy with respect to the scheduled payments due of principal of and interest on
this Bond to Chase Bank of Texas, National Association, Houston, Texas, or its successor, as paying agent for
the Bonds (the "Paying Agent"). Said Policy is on file and available for inspection at the principal office of
the Paying Agent and a copy thereof may be obtained from Financial Security or the Paying Agent.
FORM OF ASSIGNMENT
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned registered owner of this Bond, or duly authorized
representative or attorney thereof, hereby assigns this Bond to
/ /
(Assign~'s Social Security or Tax Payer
Identification number)
Print or type Assigncc's name and address, including zip code)
and hereby irrevocably constitutes and appoints
attorney to transfer thc registration of this Bond on thc Paying Agcnt/Registrar's Registration Books with full
power of substitution in the premises.
Dated
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by a
member firm of the New York Stock Exchange or
a commercial bank or trust company.
NOTICE: The signature above must correspond
with the name of the Registered Owner as it
appears upon the front of this Bond in every
particular, without alteration or enlargement or any
change whatsoever.
The following abbreviations, when used in the assignment above or on the face of the within Bond,
shall be construed as though they were written out in full according to applicable laws or regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenant with right of survivorship and not as tenants in common
UNIF GIFT MIN ACT - Custodian
(Cust) (Minor)
under Uniform Git~s to Minor Act
(State)
Additional abbreviations may also be used though not in the list above.
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FORM OF REGISTRATION CERTIFICATE OF THE COMPTROLLER OF PUBLIC ACCOUNTS
[To be printed on or attached to the Initial Bond]
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Bond has been examined, certified as to validity, and approved by the
Attorney General of the State of Texas, and that this Bond has been registered by the Comptroller of Public
Accounts of the State of Texas.
Witness my signature and seal this
(COMPTROLLER'S SEAL)
Comptroller of Public Accounts of the State of Texas
[END OF FORMS]
Section S. Tax Levy. A special Interest and Sinking Fund (the "Interest and Sinking Fund") is
hereby created solely for the benefit of the Bonds, and the Interest and Sinking Fund shall be established and
maintained by the City at an official depository bank of the City. The Interest and Sinking Fund shall be kept
separate and apart from all other funds and accounts of the City, and shall be used only for paying the interest
on and principal of the Bonds. All ad valorem taxes levied and collected for and on account of the Bonds
shall be deposited, as collected, to the credit of the Interest and Sinking Fund. During each year while any of
the Bonds or interest thereon are outstanding and unpaid, the Council shall compute and ascertain a rate and
amount of ad valorem tax which will be sufficient to raise and produce the money required to pay the interest
on the Bonds as such interest comes due, and to provide and maintain a sinking fund adequate to pay the
principal of its Bonds as such principal matures (but never less than 2% of the original principal amount of
said Bonds as a sinking fund each year); and said tax shall be based on the latest approved tax rolls of the
City, with full allowance being made for tax delinquencies and the cost of tax collection. Said rate and
amount of ad valorem tax is hereby levied, and is hereby ordered to be levied, against all taxable property in
the City for each year while any of the Bonds or interest thereon are outstanding and unpaid; and said tax
shall be assessed and collected each such year and deposited to the credit of the aforesaid Interest and Sinking
Fund. Said ad valorem taxes sufficient to provide for the payment of the interest on and principal of the
Bonds, as such interest comes due and such principal matures, are hereby pledged for such payment, within
the limit prescribed by law.
Section 6. Disposition of Bond Proceeds. The proceeds of the Bonds shall be used as follows:
(a) Interest and Sinking Fund. An amount equal to the accrued interest on the Bonds from the date
of the Bonds to the date of delivery to A.G. Edwards & Sons, Inc., as representative of a group of
underwriters (the "Initial Purchasers"), plus any premium paid by the Initial Purchasers, shall be deposited in
the Interest and Sinking Fund.
(b) Construction Fund. The proceeds of the Bonds remaining after the above described deposit into
the Interest and Sinking Fund shall be placed in the Construction Fund (hereby created with a depository bank
of the City) to be used by the City for the purposes for which the Bonds are issued, and, to the extent not
otherwise provided for, to pay expenses arising in connection with the issuance of the Bonds.
Section 7. Investments and Security. (a) Investment of Funds. Except as otherwise provided
herein, the City may place money in any fund created by this Ordinance in time or demand deposits or invest
such money as authorized by law and the City's investment policies at the time of such deposit; provided,
however, that the City hereby covenants that the proceeds of the sale of the Bonds will be used as soon as
11
practicable for the purposes for which the Bonds are issued. Obligations purchased as an investment of
money in a fund shall be deemed to be a part of such fund.
Co) Amounts Received from Investments. Except as otherwise provided by law, amounts received
from the investment of any money in any fund created by this Ordinance, shall belong to the fund from which
the money for such investment was taken.
(c) Security for Funds. All funds created by this Ordinance shall be secured in the manner and to the
fullest extent required by law for the security of funds of the City.
Section 8. Remedies of Owners. In addition to all rights and remedies of any owner of the Bonds
provided by the laws of the State of Texas, the City and the Council covenant and agree that in the event the
City defaults in the payment of the principal of or interest on any of the Bonds when due, fails to make the
payments required by this Ordinance to be made into the Interest and Sinking Fund, or defaults in the
observance or performance of any of the covenants, conditions, or obligations set forth in this Ordinance, the
owner of any of the Bonds shall be entitled to a writ of mandamus issued by a court of proper jurisdiction
compelling and requiring the Council and other officers of the City to observe and perform any covenant,
obligation, or condition prescribed in this Ordinance. No delay or omission by any owner to exercise any
right or power accruing to such owner upon default shall impair any such right or power, or shall be
construed to be a waiver of any such default or acquiescence therein, and every such right or power may be
exercised from time to time and as ot~en as may be deemed expedient. The specific remedies mentioned in
this Ordinance shall be available to any owner of any of the Bonds and shall be cumulative of all other
existing remedies.
Section 9. Defeasance of Bonds. (a) Any Bond and the interest thereon shall be deemed to be
paid, retired, and no longer outstanding (a "Defeased Bond") within the meaning of this Ordinance, except to
the extent provided in subsection (d) of this Section, when payment of the principal of such Bond, plus
interest thereon to the due date (whether such due date be by reason of maturity, upon redemption, or other-
wise) either (i) shall have been made or caused to be made in accordance with the terms thereof (including
the giving of any required notice of redemption) or (ii) shall have been provided for on or before such due
date by irrevocably depositing with or making available to the Paying Agent/Registrar for such payment (A)
lawful money of the United States of America sufficient to make such payment or (B) Government
Obligations (hereinat~er defined) which mature as to principal and interest in such amounts and at such times
as will insure the availability, without reinvestment, of sufficient money to provide for such payment, and
when proper arrangements have been made by the City with the Paying Agent/Registrar for the payment of its
services until all Defeased Bonds shall have become due and payable. At such time as a Bond shall be
deemed to be a Defeased Bond hereunder, as aforesaid, such Bond and the interest thereon shall no longer be
secured by, payable from, or entitled to the benefits of, the ad valorem taxes herein levied and pledged as
provided in this Ordinance, and such principal and interest shall be payable solely from such money or
Government Obligations.
(b) Any money so deposited with the Paying Agent/Registrar may at the written direction of the City
also be invested in Government Obligations, maturing in the amounts and times as hereinbefore set forth, and
all income from such Government Obligations received by the Paying Agent/Registrar which is not required
for the payment of the Bonds and interest thereon, with respect to which such money has been so deposited,
shall be turned over to the City, or deposited as directed in writing by the City.
(c) The term "Government Obligations," as used in this Section, shall mean direct obligations of the
United States of America, including obligations the principal of and interest on which are unconditionally
guaranteed by the United States of America, which may be United States Treasury obligations such as its
State and Local Government Series, which may be in book-entry form.
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(d) Until all Defeased Bonds shall have become due and payable, the Paying Agent/Registrar shall
perform the services of Paying Agent/Registrar for such Defeased Bonds the same as if they had not been
defeased, and the City shall make proper arrangements to provide and pay for such services as required by
this Ordinance.
Section 10. Damaged~ Mutilated~ Lost~ Stolen~ or Destroyed Bonds. (a) Replacement Bonds. In
the event any outstanding Bond is damaged, mutilated, lost, stolen, or destroyed, the Paying Agent/Registrar
shall cause to be printed, executed, and delivered, a new bond of the same principal amount, maturity, and
interest rate, as the damaged, mutilated, lost, stolen, or destroyed Bond, in replacement for such Bond in the
manner hereinnfter provided.
(b) Application for Replacement Bonds. Application for replacement of damaged, mutilated, lost,
stolen, or destroyed Bonds shall be made by the registered owner thereof to the Paying Agent/Registrar. In
every case of loss, theft, or destruction of a Bond, the registered owner applying for a replacement bond shall
furnish to the City and to the Paying Agent/Registrar such security or indemnity as may be required by them
to save each of them harmless from any loss or damage with respect thereto. Also, in every case of loss,
theft, or destruction of a Bond, the registered owner shall furnish to the City and to the Paying
Agent/Registrar evidence to their satisfaction of the loss, theft, or destruction of such Bond, as the case may
be. In every case of damage or mutilation of a Bond, the registered owner shall surrender to the Paying
Agent/Registrar for cancellation the Bond so damaged or mutilated.
(c) No Default Occurred. Notwithstanding the foregoing provisions of this Section, in the event any
such Bond shall have matured, and no default has occurred which is then continuing in the payment of the
principal of, redemption premium, if any, or interest on the Bond, the City may authorize the payment of the
same (without surrender thereof except in the case of a damaged or mutilated Bond) instead of issuing a
replacement Bond, provided security or indemnity is furnished as above provided in this Section.
(d) Charge for Issuing Replacement Bonds. Prior to the issuance of any replacement bond, the
Paying Agent/Registrar shall charge the registered owner of such Bond with all legal, printing, and other
expenses in connection therewith. Every replacement bond issued pursuant to the provisions of this Section
by virtue of the fact that any Bond is lost, stolen, or destroyed shall constitute n contractual obligation of the
City whether or not the lost, stolen, or destroyed Bond shall be found at any time, or be enforceable by
anyone, and shall be entitled to all the benefits of this Ordinance equally and proportionately with any and all
other Bonds duly issued under this Ordinance.
(e) Authority for Issuing Replacement Bonds. In accordance with Section 6 of Article 717k-
6,Vernon's Texas Civil Statutes, as amended, this Section of this Ordinance shall constitute authority for the
issuance of any such replacement bond without necessity of further action by the governing body of the City
or any other body or person, and the duty of the replacement of such bonds is hereby authorized and imposed
upon the Paying Agent/ Registrar, and the Paying Agent/Registrar shall authenticate and deliver such Bonds
in the form and manner and with the effect, as provided in Section 3(a) of this Ordinance for Bonds issued in
exchange for other Bonds.
Section 11. Custody~ Approval~ and Registration of Bonds~ Bond Counsel's Opinion~ and
CUSIP Numbers. The Mayor of the City is hereby authorized to have contrnl of the Initial Bond and all
necessary records and proceedings pertaining to the Initial Bond pending its delivery and its investigation,
examination, and approval by the Attorney General of the State of Texas, and its registration by the
Comptroller of Public Accounts of the State of Texas. Upon registration of the Initial Bond said Comptroller
of Public Accounts (or a deputy designated in writing to act for said Comptroller) shall manually sign the
Comptroller's Registration Certificate attached to the Initial Bond, and the seal of said Comptroller shall be
impressed, or placed in facsimile, on such Certificate. The approving legal opinion of the Akin, Gump,
Strauss, Hauer & Feld, L.L.P., Bond Counsel, and the assigned CUSIP numbers may, at the option of the
13
City, be printed on the Bonds issued and delivered under this Ordinance, but neither shall have any legal
effect, and shall be solely for the convenience and information of the registered owners of the Bonds.
that:
Section 12. Covenants of the City. (a) General Covenants. The City covenants and represents
(i) The City is a duly incorporated Home Rule City, having more than 5000 inhabitants,
operating and existing under the laws of the State of Texas, and is duly authorized under the laws of
the State of Texas to create and issue the Bonds; all action on its part for the creation and issuance of
the Bonds has been duly and effectively taken; and the Bonds in the hands of the owners thereof are
and will be valid and enforceable obligations of the City in accordance with their terms; and
(ii) The Bonds shall be ratably secured in such manner that no one Bond shall have
preference over other Bonds.
(b) Specific Covenants. The City covenants and represents that, while the Bonds are outstanding and
unpaid, it will:
(i) Levy an ad valorem tax that will be sufficient to provide funds to pay the current interest
on the Bonds and to provide the necessary sinking fund, ali as described in this Ordinance; and
(ii) Keep proper books of record and account in which full, true, and correct entries will be
made of all dealings, activities, and transactions relating to the Funds created pursuant to this
Ordinance, and all books, documents, and vouchers relating thereto shall at all reasonable times be
made available for inspection upon request from any owner.
(c) Covenants Regarding Tax Matters. The City covenants to take any action to maintain, or refrain
from any action which would adversely affect, the treatment of the Bonds as obligations described in section
103 of the Internal Revenue Code of 1986, as amended (the "Code"), the interest on which is not includable
in "gross income" for federal income tax purposes. In furtherance thereof, the City specifically covenants as
follows:
(i) To refrain from taking any action which would result in the Bonds being treated as
"private activity bonds" within the meaning of section 141(b) of the Code;
(ii) To take any action to assure that no more than 10% of the proceeds of the Bonds or the
projects financed therewith are used for any "private business use," as defined in section 141(b)(6) of
the Code or, if more than 10% of the proceeds or the projects financed therewith are so used, that
amounts, whether or not received by the City with respect to such private business use, do not under
the terms of this Resolution or any underlying arrangement, directly or indirectly, secure or provide
for the payment of more than 10% of the debt service on the Bonds, in contravention of section
141(b)(2) of the Code;
(iii) To take any action to assure that in the event that the "private business use" described in
paragraph (ii) hereof exceeds 5% of the proceeds of the Bonds or the projects financed therewith,
then the amount in excess of 5% is used for a "private business use" which is "related" and not
"disproportionate," within the meaning of section 141(b)(3) of the Code, to the governmental use;
(iv) To take any action to assure that no amount which is greater than the lesser of
$5,000,000 or 5% of the proceeds of the Bonds is directly or indirectly used to finance loans to
persons, other than state or local governmental units, in contravention of section 141(c) of the Code;
14
(v) To refrain from taking any action which would result in the Bonds being "federally
guaranteed" within the meaning of section 149(b) of the Code;
(vi) Except to the extent permitted by section 148 of the Code and the regulations and
rulings thereunder, to refrain from using any portion of the proceeds of the Bonds, directly or
indirectly, to acquire or to replace funds which were used, directly or indirectly, to acquire investment
property (as defined in section 148(b)(2) of the Code) which produces a materially higher yield over
the term of the Bonds.
(vii) To otherwise restrict the use of the proceeds of the Bonds or amounts treated as
proceeds of the Bonds, as may be necessary, so that the Bonds do not otherwise contravene the
requirements of section 148 of the Code (relating to arbitrage) and, to the extent applicable, section
149(d) of the Code (relating to advance refundings);
(viii) Except to the extent otherwise provided in section 148(0 of the Code and the
regulations and rulings thereunder, to pay to the United States of America at least once during each
five year period (beginning on the date of delivery of the Bonds) an amount that is at least equal to
90% of the "Excess Earnings," within the meaning of section 148(0 of the Code, and to pay to the
United States of America, not later than 60 days after the Bonds have been paid in full, 100% of the
amount then required to be paid as a result of Excess Earnings under section 148(f) of the Code; and
(ix) To maintain such records as will enable the City to fulfill its responsibilities under this
subsection and sections 141 and 148 of the Code and to retain such records for at least six years
following the final payment of principal and interest on the Bonds; and
(x) To comply with the information reporting requirements of section 149(3) of the Code.
For the purposes of the foregoing, in the case of a refunding bond, the term proceeds includes transferred
proceeds and, for purposes of paragraphs (ii) and (iii), proceeds of the refunded bonds.
The covenants contained herein are intended to assure compliance with the Code and any regulations
or rulings promulgated by the U.S. Department of Treasury pursuant thereto. In the event that regulations or
rulings are hereafter promulgated which modify or expand provisions of the Code, as applicable to the Bonds,
the City will not be required to comply with any covenant contained herein to the extent that such
modification or expansion, in the opinion of nationally-recognized bond counsel, will not adversely affect the
exclusion from gross income of interest on the Bonds under section 103 of the Code. in the event that
regulations or rulings are hereafter promulgated which impose additional requirements which are applicable to
the Bonds, the City agrees to comply with the additional requirements to the extent necessary, in the opinion
of nationally-recognized bond counsel, to preserve the exclusion from gross income of interest on the Bonds
under section 103 of the Code.
Proper officers of the City charged with the responsibility of issuing the Bonds are hereby authorized
and directed to execute any documents, certificates, or reports required by the Code and to make such
elections, on behalf of the City, which may be permitted by the Code as are consistent with the purpose for
the issuance of the Bonds.
Notwithstanding any other provision in this Resolution, to the extent necessary to preserve the
exclusion from gross income of interest on the Bonds under section 103 of the Code the covenants contained
in this subsection shall survive the later of the defeasance or discharge of the Bonds.
(d) Covenants Regarding Sale, Lease, or Disposition of Financed Property. The City covenants that
the City will regulate the use of the property financed, directly or indirectly, with the proceeds of the Bonds
15
and will not sell, lease, or otherwise dispose of such property unless (i) the City takes the remedial measures
as may be required by the Code and the regulations and rulings thereunder in order to preserve the exclusion
from gross income of interest on the Bonds under section 103 of the Code or (ii) the City seeks the advice of
nationally-recognized bond counsel with respect to such sale, lease, or other disposition.
Section 13. Remedies in Event of Default. In addition to all thc rights and remedies provided by
thc laws of the State of Texas, the City covenants and agrees particularly that in the event the City (a)
defaults in the payment of principal of or interest on any of thc Bonds when due, or (b) fails to make the
payments required to be made to any fund created bereundcr in thc amounts and at thc times required, or (c)
defaults in the observance or performance of any other of the covenants, conditions, or obligations set forth in
this Ordinance, the registered owner(s) of any of thc Bonds shall be entitled to a writ of mandamus issued by
a court of proper jurisdiction compelling and requiring thc City and other officers of thc City to observe and
perform any covenant, obligation, or condition prescribed in this Ordinance; no delay or omission to exercise
any right or power accruing upon any default shall impair any such power or right or shall be construed to bc
a waiver of any such default or acquiescence therein, and every such right and power may be exercised from
time to time and as often as may bc deemed expedient. Thc specific remedies herein provided shall be
cumulative of any other available remedies and thc specification of such shall not be deemed to be exclusive.
Section 14. Ordinance a Contract; Amendments. This Ordinance shall constitute a contract with
the owners, from time to time, of the Bonds, binding on the City and its successors and assigns, and shall not
be amended or repealed by the City as long as any Bond remains outstanding except as permitted in this
Section. The City may, without the consent of or notice to any owners, amend, change, or modify this
Ordinance as may be required (i) by the provisions hereof, (ii) in connection with the issuance of any
additional bonds, (iii) for the purpose of curing any ambiguity, inconsistency, or formal defect or omission
herein, or (iv) in connection with any other change which is not to the prejudice of the owners. The City
may, with the written consent of the owners of a majority in aggregate principal amount of Bonds then
outstanding affected thereby, and the insurer of any Bonds amend, change, modify, or rescind any provisions
of this Ordinance; provided, however, without the consent of all of thc owners affected, no such amendment,
change, modification, or rescission shall (i) extend the time or times of payment of the principal of and
interest on the Bonds, reduce the principal amount thereof to the rate of interest thereon, or in any other way
modify the terms of payment of the principal of or interest on additional bonds on a parity with the lien of the
Bonds, (ii) give any preference of any Bond over any other Bond, (iii) extend any waiver of default to
subsequent defaults, or (iv) reduce the aggregate principal amount of Bonds required for consent to any such
amendment, change, modification, or rescission. Whenever the City shall desire to make any amendment or
addition to or rescission of this Ordinance requiring consent of thc owners, thc City shall cause notice of the
amendment, addition, or rescission to be given as described above for a notice of redemption and give written
notice to any insurer and Standard & Poor's Ratings Group. Whenever at any time within one year after the
date of the giving of such notice, the City shall receive an instrument or instruments in writing executed by
any insurer and the owners of a majority in aggregate principal amount of the Bonds then outstanding
affected by any such amendment, addition, or rescission requiring consent, which instrument or instruments
shall refer to the proposed amendment, addition, or rescission described in such notice and shall specifically
consent to and approve the adoption thereof in substantially the form of the copy thereof referred to in such
notice, thereupon, but not otherwise, the City may adopt such amendment, addition, or rescission in
substantially such form, except as herein provided. No owner or insurer may thereafter object to the adoption
of such amendment, addition, or rescission, or to any of the provisions thereof, and such amendment,
addition, or rescission shall be fully effective for all purposes.
Section 15. Book-Entry Only System. It is intended that the Bonds initially be registered so as to
participate in a securities depository system (the "DTC System") with The Depository Trust Company, New
York, New York, or any successor entity thereto ("DTC*'), as set forth herein. The definitive Bonds shall be
issued in the form of a separate single definitive Bond for each maturity. Upon issuance, the ownership of
each such Bond shall be registered in the name of Cede & Co., as the nominee of DTC, and all of the
16
outstanding Bonds shall be registered in the name of Cede & Co., as the nominee of DTC. The City and the
Paying Agent/Registrar are authorized to execute, deliver, and take the actions set forth in such letters to or
agreements with DTC as shall be necessary to effectuate the DTC System, including a "Letter of
Representation" (the "Representation Letter").
With respect to the Bonds registered in the name of Cede & Co., as nominee of DTC, the City and
the Paying Agent/Registrar shall have no responsibility or obligation to any broker-dealer, bank, or other
financial institution for which DTC holds the Bonds from time to time as securities depository (a "Depository
Participant") or to any person on behalf of whom such a Depository Participant holds an interest in the Bonds
(an "Indirect Participant"). Without limiting the immediately preceding sentence, the City and the Paying
Agent/Registrar shall have no responsibility or obligation with respect to (i) the accuracy of the records of
DTC, Cede & Co., or any Depository Participant with respect to any ownership interest in the Bonds, or (ii)
the delivery to any Depository Participant or any Indirect Participant or any other Person, other than a
registered owner of a Bond, of any amount with respect to principal of, premium, if any, or interest on the
Bonds. While in the DTC System, no person other than Cede & Co., or any successor thereto, as nominee
for DTC, shall receive a Bond evidencing the obligation of the City to make payments of principal, premium,
if any, and interest pursuant to this Ordinance. Upon delivery by DTC to the Paying Agent/Registrar of
written notice to the effect that DTC has determined to substitute a new nominee in place of Cede & Co., and
subject to the provisions in this Ordinance with respect to interest checks or drains being mailed to the holder,
the word "Cede & Co." in this Ordinance shall refer to such new nominee of DTC.
In the event that (a) the City determines that DTC is incapable of discharging its responsibilities
described herein and in the Representation Letter, (b) the Representation Letter shall be terminated for any
reason, or (c) DTC or the City determines that it is in the best interest of the beneficial owners of the Bonds
that they be able to obtain certificated Bonds, the City shall notify the Paying Agent/Registrar, DTC, and
Depository Participants of the availability within a reasonable period of time through DTC of certificated
certificates, and the Bonds shall no longer be restricted to being registered in the name of Cede & Co., as
nominee of DTC. At that time, the City may determine that the Bonds shall be registered in the name of and
deposited with a successor depository operating a securities depository system, as may be acceptable to the
City, or such depository's agent or designee, and if the City and the Paying Agent/Registrar do not select
such alternate securities depository system then the Bonds may be registered in whatever names the registered
owners of Bonds transferring or exchanging the Bonds shall designate, in accordance with the provisions
hereof.
Notwithstanding any other provision of this Ordinance to the contrary, so long as any Bond is
registered in the name of Cede & Co., as nominee of DTC, all payments with respect to principal of,
premium, if any, and interest on such Bond and all notices with respect to such Bond shall be made and
given, respectively, in the manner provided in the Representation Letter.
Section 16. Sale and Delivery of Bonds. The Bonds are hereby sold and shall be delivered to the
Initial Purchasers pursuant to a public sale. It is hereby officially found, determined, and declared that the
terms of this sale are the most advantageous reasonably obtainable. The Initial Bond shall be registered in the
name of A.G. Edwards & Sons, Inc. The officers of the City are hereby authorized and directed to execute
and deliver such certificates, instruction, or other instruments as are required or necessary to accomplish the
purposes of this Ordinance.
Section 17. Approval of Official Statement. The City hereby approves the form and content of the
Official Statement relating to the Bonds, and any addenda, supplement, or amendment thereto and approves
the distribution of such Official Statement in the reoffering of the Bonds by the Initial Purchasers in final
form, with such changes therein or additions thereto as the officer executing the same may deem advisable,
such determination to be conclusively evidenced by his execution thereof. It is further officially found deter-
mined and declared that the statements and representations contained in said Official Statement are true and
17
correct in all material respects to the best knowledge and belief of the Council. The form and content of and
the distribution and use of the Preliminary Official Statement dated April 9, 1998, prior to the date hereof is
hereby ratified and confirmed. The Council finds and determines that the Preliminary Official Statement is
"deemed final" as that term is defined in 17 C.F.R. Section 240.15c2-12.
Section 18. Continuing Disclosure Undertakiw,. (a) Definitions. The following terms used in this
Section shall have the meanings set forth below:
"MSRB" means the Municipal Securities Rulemaking Board.
"NRMSIR" means each person whom the SEC or its staff has determined to be a nationally
recognized municipal securities information repository within the meaning of the Rule from time to time.
"Rule" means the rule set out at 17 C.F.R. §240.15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
"SID" means any person designated by the State of Texas or an authorized department, officer, or
agency thereof as, and determined by the SEC or its staff to be, a state information depository within the
meaning of the Rule from time to time.
(b) Annual Reports. The City shall provide annually to each NRMSIR and any SlD, within six
months at, er the end of each fiscal year ending in or after 1998, financial information and operating data with
respect to the City of the general type included in the final Official Statement authorized by Section 37 of this
Ordinance, being the information described in Exhibit A hereto. Any financial statements to be so provided
shall be (I) prepared in accordance with the accounting principles described in Exhibit A hereto and (2)
audited, if the City commissions an audit of such statements and the audit is completed within the period
during which they must be provided. If the audit of such financial statements is not complete within such
period, the City shall provide unaudited statements by the required date and provide audited financial
statements for the applicable fiscal year to each NRMSIR and any SID, when and if the audit report on such
statements becomes available.
If the City changes its fiscal year, it will notify each NRMSIR and any SID of the change (and of the
date of the new fiscal year end) prior to the next date by which the City otherwise would be required to
provide financial information and operating data pursuant to this Section.
The financial information and operating data to be provided pursuant to this Section may be set forth
in full in one or more documents or may be included by specific reference to any document (including an
official statement or other offering document, if it is available from the MSRB) that theretofore has been
provided to each NRMSIR and any SID or filed with the SEC.
(c) Material Event Notices. The City shall notify any SID and either each NRMSIR or the MSRB, in
a timely manner, of any of the following events with respect to the Bonds, if such event is material to a
decision to purchase or sell the Bonds: (i) principal and interest payment delinquencies; (ii) non-payment
related defaults; (iii) unscheduled draws on debt service reserves reflecting financial difficulties; (iv)
unscheduled draws on credit enhancements reflecting financial difficulties; (v) substitution of credit or
liquidity providers, or their failure to perform; (vi) adverse tax opinions or events affecting the tax-exempt
status of the Bonds; (vii) modifications to rights of holders of the Bonds; (viii) Bond calls; (ix) defeasances;
(x) release, substitution, or sale of property securing repayment of the Bonds; and (xi) rating changes.
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The City shall notify any SID and either each NRMSIR or the MSRB, in a timely manner, of any
failure by the City to provide financial information or operating data in accordance with this Section by the
time required by this Section.
(d) Limitations, Disclaimers, and Amendments. The City shall be obligated to observe and perform
the covenants specified in this Section for so long as, but only for so long as, the City remains an "obligated
person" with respect to the Bonds within the meaning of the Rule, except that the City in any event will give
notice of any deposit made in accordance with Section 9 that causes Bonds no longer to be outstanding and
any call of Bonds made in connection therewith.
The provisions of this Section are for the sole benefit of the Owners and beneficial owners of the
Bonds, and nothing in this Section, express or implied, shall give any benefit or any legal or equitable right,
remedy, or claim hereunder to any other person. The City undertakes to provide only the financial
information, operating data, financial statements, and notices which it has expressly agreed to provide
pursuant to this Section and does not hereby undertake to provide any other information that may be relevant
or material to a complete presentation of the City's financial results, condition, or prospects or hereby
undertake to update any information provided in accordance with this Section or otherwise, except as
expressly provided herein. The City does not make any representation or warranty concerning such
information or its usefulness to a decision to invest in or sell Bonds at any future date.
UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE OWNER OR
BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN CONTRACT OR TORT, FOR
DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY THE CITY, WHETHER
NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT SPECIFIED IN THIS
SECTION, BUT EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT,
FOR OR ON ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR
M~4NDAMUS OR SPECIFIC PERFORMANCE.
No default by the City in observing or performing its obligations under this Section shall comprise a
breach of or default under this Ordinance for purposes of any provisions of this Ordinance other than this
Section.
Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the duties of the
City under federal and state securities laws.
The provisions of this Section may be amended, supplemented, or repealed by the City from time to
time to adapt to changed circumstances that arise from a change in legal requirements, or a change in the
identity, nature, status, or type of operations of the City, but only if (1) the provisions of this Section, as so
supplemented or amended, would have permitted an underwriter to purchase or sell Bonds in the primary
offering in compliance with the Rule, taking into account any amendments or interpretations of the Rule since
such offering as well as such changed circumstances and (2) either (a) the Owners of $1% in aggregate
principal amount of the Outstanding Bonds consent to such amendment, supplement, or repeal or (b) a person
that is unaffiliated with the City (such as Bond Counsel determines that such amendment, supplement, or
repeal will not materially impair the interest of the registered owners and beneficial owners of the Bonds.
The City may also amend or repeal the provisions of this Section if the SEC amends or repeals the applicable
provision of the Rule or a court of final jurisdiction enters judgment that such provisions of the Rule are
invalid, but only if and to the extent that the provisions of this sentence would not prevent an underwriter
from lawfully purchasing or selling Bonds in the primary offering of the Bonds.
Section 19. Further Procedures. The Mayor, the City Secretary, the Executive Director, Fiscal and
Human Resources,, the City's Financial Advisor, and all other officers, employees, attorneys, and agents of
19
the City, and each of them, shall be and they are hereby expressly authorized, empowered, and directed from
time to time and at any time to do and perform all such acts and things and to execute, acknowledge, and
deliver in the name and under the seal and on behalf of the City, all such instruments, whether or not herein
mentioned, as may be necessary or desirable in order to carry out the terms and provisions of this Ordinance,
the Bonds, and the Official Statement. Prior to the initial delivery of the Bonds, the Mayor and Bond
Counsel to the City are hereby authorized and directed to approve any technical changes or corrections to this
Ordinance or to any of the instruments authorized by this Ordinance necessary in order to (i) correct any
ambiguity or mistake or properly or more completely document the transactions contemplated and approved
by this Ordinance, (ii) obtain a rating from any of the national bond rating agencies, or (iii) obtain the
approval of the Bonds by the Texas Attorney General's office.
Section 20. Miscellaneous. (a) Incorporation of Preamble. The preamble to this Ordinance is
incorporated by reference in this Ordinance.
(b) Titles Not Restrictive. The titles assigned to the various sections of this Ordinance are for
convenience only and shall not be considered restrictive of the subject matter of any section or of any part of
this Ordinance.
(c) Inconsistent Provisions. All ordinances, orders, and resolutions, or parts thereof, which are in
conflict or inconsistent with any provision of this Ordinance are hereby repealed and declared to be
inapplicable, and the provisions of this Ordinance shall be and remain controlling as to the matters prescribed
herein.
(d) Severabilit¥. If any word, phrase, clause, paragraph, sentence, part, portion, or provision of this
Ordinance or the application thereof to any person or circumstances shall be held to be invalid, the remainder
of this Ordinance shall nevertheless be valid and the Council hereby declares that this Ordinance would have
been enacted without such invalid word, phrase, clause, paragraph, sentence, part, portion, or provisions.
(e) Governing Law. This Ordinance shall be construed and enforced in accordance with the laws of
the State of Texas.
(f) Open Meeting. The City officially finds and determines the meeting at which this Ordinance is
adopted was open to the public and that public notice of the time, place, and purpose of such meeting was
given, all as required by Chapter 551, Texas Government Code, as amended.
(g) Effective Date. This Ordinance shall take effect and be in full force and effect from and after the
date of its passage, and it is so ordained.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF COLLEGE STATION,
TEXAS this 23rd day of April, 1998, at which meeting a quorum was present.
ATTEST:
/s/ Connie Hooks
City Secretary, City of College Station, Texas
/s/ Lynn Mcllhaney
Mayor, City of College Station, Texas
2O
Exhibit A
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Section 18 of this Ordinance
Annual Financial Statements and Operating Data
The financial information and operating data with respect to the City to be provided annually in
accordance with such Section are set forth in the Official Statement under Tables 1 through 14 and in
Appendix B thereto.
Accounting Principles
The accounting principles referred to in such Section are the accounting principles described in the
notes to the financial statements attached to the Official Statement as Appendix B, as such principles may be
changed from time to time to comply with state law or regulation.
A-I