HomeMy WebLinkAbout1998-2325 - Ordinance - 04/23/1998CERTIFICATE FOR ORDINANCE
ORDINANCE NO. 2325
We, the undersigned Mayor and City Secretary of the City of College Station, Texas (the "City"), hereby
certify as follows:
!. 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 $5,500,000 CITY OF COLLEGE
STATION, TEXAS COMBINATION TAX AND REVENUE CERTIFICATES OF
OBLIGATION, SERIES 1998, AND APPROVING AND AUTHORIZING INSTRUMENTS,
DOCUMENTS, AND PROCEDURES RELATED THERETO, 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: q NOES: ~) ABSTENTIONS: O
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 551,
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
Mayor d ' ' ' /
City of College Station, Texas
(CITY SEAL)
ORDINANCE NO. 2325
ORDINANCE AUTHORIZING THE ISSUANCE OF $5,500,000 CITY OF COLLEGE
STATION, TEXAS COMBINATION TAX AND REVENUE CERTIFICATES OF
OBLIGATION, SERIES 1998, AND APPROVING AND AUTHORIZING
INSTRUMENTS, DOCUMENTS, AND PROCEDURES RELATED THERETO,
INCLUDING IMMEDIATE EFFECTIVENESS
WHEREAS, the City Council of the City of College Station (the "Issuer" or the "City") deems it
advisable to issue Certificates of Obligation hereinafter described (the "Certificates") in the original aggregate
principal amount of $5,500,000 for the purpose of providing for the payment of contractual obligations to be
incurred for the purpose of building and equipping a convention center and the payment of contractual
obligations for professional services in connection therewith (to wit: architectural, financial advisory, legal,
and engineering).
WHEREAS, the Certificates hereinafter authorized and designated are to be issued and delivered for
cash pursuant to Article 1269j-4.1, Vernon's Texas Civil Statutes, as amended, and the Certificate of
Obligation Act of 1971, Section 271.041 et seq, Texas Local Government Code, as amended (the "Act");
WHEREAS, the City Council has heretofore, on March 26, 1998, passed a resolution authorizing and
directing the City Secretary to give notice of intention to issue the Certificates, which notice has been duly
published in The Eagle, which is a newspaper of general circulation in the City, in its issues of April 8, 1998
and April 15, 1998, the date of the first publication being at least 14 days prior to the tentative date stated in
the notice for passage of this Ordinance;
WHEREAS, the City has received no petition from the qualified electors of the City protesting the
issuance of the Certificates; and
WHEREAS, it is considered to be in the best interest of the City that the Certificates be issued
bearing the date, interest rates, denominations, and maturities as hereafter provided;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF COLLEGE
STATION, TEXAS, THAT:
Section 1. Authorization of the Certificates. There is hereby authorized to be issued and delivered, a
series of certificates of obligation of the City, to be known as "CITY OF COLLEGE STATION, TEXAS
COMBINATION TAX AND REVENUE CERTIFICATES OF OBLIGATION, SERIES 1998" (the
"Certificates"), in the original aggregate principal amount of $5,500,000 payable fi'om ad valorem taxes and a
pledge of the net revenues received from the City's hotel occupancy tax, for the purposes described in the
Form of Certificates contained in Section 3 hereof.
Section 2. Date, Denominations, Numbers, and Maturities of the Certificates. The Certificates shall
be dated as of April 1, 1998, shall be in denominations of $5,000 each or any integral multiple thereof, shall
be numbered I-1 for the Initial Certificate and consecutively from R-I upward for the definitive certificates
and shall mature on February 15 in each of the years as provided below. The Certificates shall bear interest
at the rates per annum shown below from the dated date, payable on February 15, 1999 and on each August
15 and February 15 thereafter through the respective maturity date as shown below:
Year of Principal lnte~st Year of Principal Intere~
Maturity Payment Rme Maturity Payment Rate
2000 $195,000 7.30% 2009 $300,000 4.90%
2001 200,000 7.30 2010 320,000 5.00
2002 215,000 7.30 2011 335,000 5.05
2003 225,000 7.30 2012 350,000 5.10
2004 235,000 7.30 2013 370,000 5.10
2005 250,000 4.55 2014 390,000 5.15
2006 260,000 4.60 2015 410,000 5.15
2007 275,000 4.70 2016 430,000 5.20
2008 290,000 4.80 2017 450,000 5.20
Section 3. General Characteristics and Form of the Certificates. The Certificates shall be issued,
shall be payable, shall have the characteristics, and shall be signed and executed (and the Certificates shall be
sealed) all as provided and in the manner indicated in the form set forth below. The Certificates are subject
to optional redemption as described in the FORM OF CERTIFICATES. The Form of the Certificates, the
Form of the Registration Certificate of the Comptroller of Public Accounts of the State of Texas to be printed
and manually endorsed on the Initial Certificate, the Form of the Authentication Certificate, the Form of
Statement of Insurance, and the Form of Assignment, which shall be, respectively, substantially as follows,
with necessary and appropriate variations, omissions, and insertions as permitted or required by this
Ordinance, and the definitions contained within each such form shall apply solely to such form:
FORM OF CERTIFICATES
FORM OF DEFINITIVE CERTIFICATES
United States of America
State of Texas
NUMBER DENOMINATION
R- $
REGISTERED REGISTERED
CITY OF COLLEGE STATION, TEXAS
COMBINATION TAX AND REVENUE CERTIFICATE OF OBLIGATION,
SERIES 1998
INTEREST RATE: MATURITY DATE: DATED DATE: CUSIP:
% April 1, 1998
REGISTERED OWNER:
PRINCIPAL AMOUNT: $
THE CITY OF COLLEGE STATION, TEXAS (the "Issuer" or the "City"), being a municipal
corporation of the State of Texas, promises to pay to the Registered Owner, specified above, or registered
assigns (the "Registered Owner"), on the Maturity Date, specified above, upon presentation and surrender of
this Certificate at the designated payment office of CHASE BANK OF TEXAS, NATIONAL
ASSOCIATION, Houston, Texas, or its successor (the "Paying Agent/Registrar"), to wit: the Principal
Amount, specified above, in lawful money of the United States of America, and to pay interest thereon at the
Interest Rate, specified above, calculated on the basis of a 360-day year of twelve 30-day months, from the
Dated Date, specified above. Interest on this Certificate is payable by check payable on February 15, 1999,
and each August 15 and February 15 thereafter, mailed to the Registered Owner of record as shown on the
books of registration kept by the Paying Agent/Registrar, as of the Record Date, or in such other manner as
may be acceptable to the Registered Owner and the Paying Agent/Registrar. The record date ("Record Date")
for payments hereon means the last calendar day of the month preceding a scheduled payment. In the event
of a non-payment of interest on a scheduled payment date, and for 30 days thereafter, a new record date for
such payment (a "Special Record Date") will be established by the Paying Agent/Registrar, if and when funds
for the payment thereof have been received from the City. Notice of the Special Record Date and of the
scheduled payment date of the past due payment (the "Special Payment Date", which shall be 15 calendar
days after the Special Record Date) shall be sent at least five business days prior to the Special Record Date
by United States mail, first class, postage prepaid, to the address of the Registered Owner appearing on the
books of the Paying Agent/Registrar at the close of business on the last business day next preceding the date
of mailing of such notice. The City covenants with the Registered Owner that no later than each principal
installment payment date and interest payment date for this Certificate 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 Certificates, when due, in the manner set forth in the ordinance authorizing the
issuance of the Certificates adopted by the City Council of the City on April 23, 1998 (the "Ordinance").
THIS CERTIFICATE is one of a series of Certificates (the "Certificates") dated as of the Dated Date,
specified above, of like designation, date, and tenor, except as to number, interest rate, denomination, and
maturity issued pursuant to the Ordinance in the original aggregate principal amount of $5,500,000 for the
purpose of providing for the payment of contractual obligations to be incurred for the purpose of building and
equipping a convention center and for the payment of contractual obligations for professional services in
connection therewith (including, but not limited to, architectural, financial advisory, legal, and engineering).
*REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS CERTIFICATE
SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL HAVE THE SAME FORCE
AND EFFECT AS IF SET FORTH IN THIS SPACE.
**IN WITNESS WHEREOF, this Certificate has been signed with the manual or facsimile signature
of the Mayor of the Issuer and countersigned with the manual or facsimile signature of the City Secretary of
the Issuer, and the official seal of the Issuer has been duly impressed, or placed in facsimile, on this
Certificate.
CITY OF COLLEGE STATION, TEXAS
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
City Secretary Mayor
(CITY SEAL)
(Back Panel of Certificates)
THE CERTIFICATES are issued pursuant to the Ordinance whereunder the City Council of the City
covenants to levy a continuing, direct, annual ad valorem tax on taxable property within the City, within the
limits prescribed by law, for each year while any part of the Certificates are considered outstanding under the
provisions of the Ordinance, in a sufficient amount to pay interest on each Certificate as it becomes due, to
provide a sinking fund for the payment of the principal of the Certificates when due, and to pay the expenses
of assessing and collecting such tax, and this Certificate is additionally secured by and payable from a pledge
of the revenues derived from the Issuer's hotel occupancy tax. 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. By acceptance of this Certificate, the
Registered Owner consents to all of the provisions of the Ordinance, a certified copy of which is on file in
the office of the City Secretary.
THE CITY RESERVES THE RIGHT to redeem the Certificates maturing on or after February 15,
2004, in whole or in part, in integral multiples of $5,000, on February 15, 2003, 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 Certificates are to be redeemed,
the particular Certificates 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 Certificates 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 Certificate 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 Certificate. When Certificates 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.
THIS CERTIFICATE IS TRANSFERABLE OR EXCHANGEABLE only upon presentation and
surrender at the designated payment office of the Paying Agent/Registrar. If this Certificate is being trans-
ferred, 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. If
this Certificate is being exchanged, it shall be in the principal amount of $5,000 or any integral multiple
thereof, subject to the terms and conditions of the Ordinance. The Registered Owner of this Certificate shall
be deemed and treated by the City and the Paying Agent/Registrar as the absolute owner hereof for all
purposes, including payment and discharge of liability upon this Certificate to the extent of such payment, and
the City and the Paying Agent/Registrar shall not be affected by any notice to the contrary.
IN THE EVENT any Paying Agent/Registrar for the Certificates 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.
IT IS HEREBY CERTIFIED, COVENANTED, AND REPRESENTED that all acts, conditions, and
things necessary to be done precedent to the issuance of the Certificates in order to render the same legal,
valid, and binding obligations of the City have happened and have been accomplished and performed in
regular and due time, form, and manner, as required by law; that provision has been made for the payment of
the principal of and interest on the Certificates by the levy of a continuing, direct, annual ad valorem tax
upon all taxable property within the City, within the limit prescribed by law, and from the above described
pledge of revenues derived from the Issuer's hotel occupancy tax; and that issuance of the Certificates does
not exceed any constitutional or statutory limitation.
BY BECOMING the Registered Owner of this Certificate, the Registered Owner thereby
acknowledges all of the terms and provisions of the Ordinance, agrees to be bound by such terms and
provisions, and agrees that the terms and provisions of this Certificate and the Ordinance constitute a contract
between each Registered Owner and the City.
FORIVl OF AUTHENTICATION CERTIFICATE
AUTHENTICATION CERTIFICATE
This Certificate of Obligation is one of the Certificates described in and delivered pursuant to the
within-mentioned Ordinance, and this Certificate has been issued in conversion of and exchange for, or
replacement of, a Certificate, Certificates, or a portion of a Certificate or Certificates of an issue which was
originally approved by the Attorney General of the State of Texas and registered by the Comptroller of Public
Accounts of the State of Texas.
CHASE BANK OF TEXAS, NATIONAL
ASSOCIATION,
Paying Agent/Registrar
Registration Date: By
Authorized Signature
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 Certificate to Chase Bank of Texas, National Association, Houston, Texas, or its successor, as paying
agent for the Certificates (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 hereby sells, assigns, and transfers unto
/ /
(Please insert Social Securiiy or T~.xpnycr
Transferee)
Identification Number of Transferee)
(Please print or typewriie nanm~ and address, including zip code, of
the within Certificate of Obligation and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney to register the transfer of
the within Certificate of Obligation on the books kept for registration thereof, 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 Certificate of
Obligation 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
Certificate of Obligation, 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
.IT TEN - as joint tenants with right of survivorship and not as tenants in common
UNIF GIFT MIN ACT - Custodian
(Cust) (Minor)
under Uniform Gil~s to Minors Act
(State)
Additional abbreviations may also be used though not in the list above.
FORM OF INITIAL CERTIFICATE
The Initial Certificate shall be in the form set forth above for the Definitive Certificates, except the
following shall replace the heading and the first paragraph:
NO. I-1 $5,$00,000
United States of America
State of Texas
CITY OF COLLEGE STATION, TEXAS
COMBINATION TAX AND REVENUE CERTIFICATE OF OBLIGATION,
SERIES 1998
DATED DATE:
APRIL I, 1998
REGISTERED OWNER:
CEDE & CO.
PRINCIPAL AMOUNT: FIVE MILLION, FIVE HUNDRED THOUSAND DOLLARS ($5,500,000)
THE CITY OF COLLEGE STATION, TEXAS (the "City" or the "Issuer"), 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.)
6
INTEREST on the unpaid Principal Amount hereof from the Dated 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
IS of each year, commencing February 15, 1999.
THE PRINCIPAL OF AND INTEREST ON this Certificate are payable in lawful money of the
United States of America, without exchange or collection charges. The final payment of principal of this
Certificate shall be paid to the Registered Owner hereof upon presentation and surrender of this Certificate 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 Certificate. The payment of
principal installments and interest on this Certificate 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 calendar day of the month preceding a scheduled payment, in the event of a
non-payment of interest on a scheduled payment date, and for 30 days thereafter, a new record date for such
payment (a "Special Record Date") will be established by the Paying Agent/Registrar, if and when funds for
the payment thereof have been received from the City. Notice of the Special Record Date and of the
scheduled payment date of the past due payment (the "Special Payment Date", which shall be 15 calendar
days after the Special Record Date) shall be sent at least five business days prior to the Special Record Date
by United States mail, first class, postage prepaid, to the address of the Registered Owner appearing on the
books of the Paying Agent/Registrar at the close of business on the last business day next preceding the date
of mailing of such notice. The City covenants with the Registered Owner that no later than each principal
installment payment date and interest payment date for this Certificate it will make available to the Paying
Agent/Registrar the amounts required to provide for the payment, in immediately available funds, of ali
principal of and interest on the Certificates, when due, in the manner set forth in the ordinance authorizing the
issuance of the Certificates adopted by the City Council of the City on April 23, 1998 (the "Ordinance").
FORM OF REGISTRATION CERTIFICATE OF COMPTROLLER OF PUBLIC ACCOUNTS*
*Attach to or print on Initial Certificate only
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO.
! HEREBY CERTIFY THAT there is on file and of record in my office a certificate to the effect that
the Attorney General of the State of Texas has examined and finds that this Certificate of Obligation has been
issued in conformity with the Constitution and laws of the State of Texas and is a valid and binding
obligation of the City of College Station, Texas, and further that this Certificate of Obligation has been
registered this day by me.
WITNESS my signature and seal of office this
(COMPTROLLER'S SEAL)
Comptroller of Public Accounts of the State of Texas
[END OF FORMS]
7
In case any officer of the City whose manual or facsimile signature shall appear on any Certificate
shall cease to be such officer before the delivery of any such Certificate, such manual or facsimile signature
shall nevertheless be valid and sufficient for all purposes as if such officer had remained in office until such
delivery. Any Certificate which bears the facsimile signature of such person who at the actual time of the
delivery of such Certificate shall be an officer authorized to sign such Certificate, but who at the date of such
Certificate was not such an officer, shall be validly and sufficiently signed for all purposes as if such person
had been such officer at the date of such Certificate. The City authorizes the printing of a true and correct
copy of an opinion of Akin, Gump, Strauss, Hauer & Feld, L.L.P., Attorneys, relating to the validity and
enforceability of the Certificates under Texas law and the status of interest on the Certificates under federal
income tax laws on the reverse side of each of the Certificates over a certificate of identification executed by
the facsimile signature of the City Secretary, and also authorizes the imprinting of CUSIP (the American
Bankers Association's Committee on Uniform Securities Identification Procedures) numbers on the
Certificates; provided, however, that the failure of such opinion, certificate, or CUSIP numbers to appear on
any Certificate, or any errors therein, or in any part of the Certificate the form of which is not included in this
Ordinance, shall in no way affect the validity or enforceability of the Certificates or relieve the Initial
Purchasers (hereinafter defined) of its obligation to accept delivery of and pay for the Certificates.
Section 4. Definitions. In addition to other words and terms defined in this Ordinance (except those
defined and used in Section 3), and unless a different meaning or intent clearly appears in the context, the
following words and terms shall have the following meanings, respectively:
"Certificates" = Any Certificate or Certificates or all of the Certificates, as the case may be, of that
series styled "City of College Station, Texas Combination Tax and Revenue Certificates of Obligation, Series
1998" in the original aggregate principal amount of $5,$00,000 authorized by this Ordinance.
"Code" = The Internal Revenue Code of 1986, as amended.
"General Account" means the Account of the HOT Fund so designated which is created and
established pursuant to Section ? of this Ordinance.
"Government Obligations" - Direct obligations of the United States of America, which are non-
callable prior to the respective maturities of the Certificates and may be United States Treasury Obligations
such as State and local government series and may be in book entry-form.
"Hotel Occupancy Tax" means the municipal hotel occupancy tax imposed by the City pursuant to the
HOT Act, not to exceed 7% of the price paid for a room in a hotel, or such additional amount permitted by
applicable law, less any discount for early payment and plus all penalties and interest on delinquent payments
in amounts determined by the City Council, currently levied at 7%, effective July 13, 1989, by Ordinance
Number 1813 adopted by the City Council on July 13, 1989.
"HOT Act" means Chapter 3:51 of the Texas Tax Code, as amended.
"HOT Fund" means the Fund so designated which is created and established pursuant to Section 7 of
this Ordinance.
"Initial Certificate" - The Certificate registered by the Comptroller of Public Accounts as described in
Section 10 hereof.
"Initial Purchasers" - PaineWebber Inc., as representative of a group of underwriters.
"Interest Payment Date" - When used in connection with any Certificate, shall mean February 15,
1999, and each August 15 and February 15 thereat~er until maturity of such Certificate.
"Issuer" or "City" - The City of College Station, Texas, a municipal corporation and a political
subdivision of the State of Texas, or any successor thereto.
"Ordinance" - This "Ordinance Authorizing the Issuance of $5,500,000 City of College Station, Texas
Combination Tax and Revenue Certificates of Obligation, Series 1998, and Other Matters Related Thereto"
adopted by the City Council on April 23, 1998.
"Owners" - Any person who shall be the registered owner of any outstanding Certificates.
"Paying Agent/Registrar" - Chase Bank of Texas, National Association, Houston, Texas and such
other bank or trust company as may hereafter be appointed in substitution therefor or in addition thereto to
perform the duties of Paying Agent/Registrar in accordance with this Ordinance.
"Paying Agent/Registrar Agreement" - The agreement dated as of April 1, 1998, between the Paying
Agent/Registrar and the City relating to the registration, authentication, and transfer of the Certificates
substantially in the form of Exhibit A.
"Pledged Account" - the Account of the HOT Fund so designated which is created and established
pursuant to Section 7 of this Ordinance.
"Pledged HOT" - that portion of the Hotel Occupancy Tax which may be allocated pursuant to
Section 351.103(b) of the HOT Act for purposes described in Section 351.101(a)(1), of the HOT Act, and
which may not exceed 75% of the Hotel Occupancy Tax (or 5.25%) and which may be pledged to the
payment of the Certificates pursuant to Section 351.102 of the HOT Act; provided, however, that the Pledged
HOT may not exceed 5.25% unless applicable law is changed and a specific ordinance of the City Council
increasing the Pledged HOT is adopted.
"Pledged Revenues" means (i) revenues from the Pledged HOT, plus (ii) earnings of the investment of
the HOT Fund and the Interest and Sinking Fund.
"Record Date" - The last calendar day of the month next preceding the applicable Interest Payment
Date.
"Register" - The books of registration kept by the Paying Agent/Registrar in which are maintained the
names and addresses of and the principal amounts registered to each Owner.
Section 5. City Funds. The City hereby confirms the establishment of the following funds of the
City at a depository of the City:
(a) Interest and Sinking Fund, Tax Levy, and Pledge of Revenues. A special "City of College Station
Combination Tax and Revenue Certificates of Obligation Series 1998 Interest and Sinking Fund" (the
"Interest and Sinking Fund") is hereby created and 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 Issuer, and shall be used only for paying the interest on and principal of the
Certificates. The net proceeds of all ad valorem taxes levied and collected for and on account of the
Certificates shall be deposited, as collected, to the credit of the Interest and Sinking Fund.
During each year while any of the Certificates or interest thereon are outstanding and unpaid, the
governing body of the Issuer 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 Certificates as such interest
comes due, and to provide and maintain a sinking fund adequate to pay the principal thereof as such principal
matures (but never less than 2% of the original principal amount of the Certificates as a sinking fund each
year); and the tax shall be based on the latest approved tax rolls of the Issuer, with full allowances being
made for tax delinquencies, the cost of tax collection, and the amount of Pledged Revenues on hand in the
Pledged Account. The rate and amount of ad valorem tax is hereby levied, and is hereby ordered to be
levied, against all taxable property in the Issuer for each year while any of the Certificates or interest thereon
are outstanding and unpaid, and the tax shall be assessed and collected each year and deposited to the credit
of the Interest and Sinking Fund. The ad valorem taxes sufficient to provide for the payment of the interest
on and principal of the Certificates, as such interest comes due and such principal matures, are hereby pledged
irrevocably for such payment, within the limit prescribed by law.
The Certificates additionally shall be payable from, and shall be equally and ratably secured by a first
lien on, the Pledged Revenues. The Pledged Revenues, shall, in the manner herein provided, be set aside for
and pledged to the payment of the Certificates and all expenses of providing for their full and timely payment
in accordance with their terms, in the Interest and Sinking Fund as hereinafter provided. Pursuant to
applicable law, particularly Section 12 of Article 717k-6, Vemon's Texas Civil Statutes, as amended, the City
hereby grants a first lien on the Pledged Revenues and the Pledged Account to secure the payment of
principal of and interest on the Certificates. All Certificates shall be in all respects on a parity with and of
equal dignity with one another. The owners of the Certificates shall have the right to demand payment of the
principal of and interest on the Certificates out of any funds raised or to be raised by taxation, as described in
the preceding paragraph, if the Pledged Revenues are insufficient for such purpose.
The City reserves the right to issue, for any lawful purpose at any time, in one or more installments,
bonds, certificates of obligation, and other obligations of any kind payable in whole or in part from, and
secured by a pledge of the Pledged Revenues that may be prior and superior in right to, on a parity with, or
junior and subordinate to the pledge of the Pledged Revenues securing the Certificates.
(b) Construction Fund. A special "City of College Station Combination Tax and Revenue
Certificates of Obligation Series 1998 Construction Fund" (the "Construction Fund") is hereby created and
shall be established and maintained by the City at an official depository bank of the City. The Construction
Fund is the fund into which the net proceeds of the Certificates shall be deposited except that any premium
received from the Initial Purchasers shall be deposited to the Interest and Sinking Fund. Money in the
Construction Fund shall be used to pay the costs necessary or appropriate to accomplish the purposes for
which the Certificates are issued.
Section 6. Levy of Hotel Occupancy Tax. The City has levied, and while any Certificates remain
Outstanding the City hereby levies, and covenants that it shall continue to levy, a Hotel Occupancy Tax on
the cost of occupancy of any sleeping room furnished by any hotel within the corporate limits of the City, in
which the cost of occupancy is $2.00 or more a day, at a rate of at least 7% of the consideration paid by the
occupant of the sleeping room to the hotel, all as authorized by the HOT Act. The City further covenants that
it shall enforce the provisions of this Ordinance, or any other ordinance levying a Hotel Occupancy Tax,
concerning the collection, remittance, and payment of the Hotel Occupancy Tax.
Section 7. Special Funds. The HOT Fund shall be created, established, maintained, and accounted for
as hereinafter provided while any of the Certificates remain Outstanding and such fund may include any
accounts or subaccounts as may from time to time be designated by the City, including specifically rebate
accounts or subaccounts for accumulating rebatable arbitrage payable to the federal government, provided
such accounts or subaccounts are not inconsistent with this Ordinance:
(a) Pledged Account of the HOT Fund; and
(b) General Account of the HOT Fund (the "General Account"). and
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The HOT Fund shall be maintained as a separate fund or account on the books of the City. The HOT
Fund shall constitute a trust fund which shall be held in trust for the Registered Owners of the Certificates
and the proceeds of which (other than the interest income thereon, which may be transferred as herein
provided) shall be pledged, as herein provided, to the payment of the Bonds .
Section 8. Flow of Funds. The Pledged Revenues shall be deposited or transferred as provided in this
Section, to-wit:
Hotel Occupancy Tax. The City covenants and agrees all revenues from the Hotel Occupancy Tax
shall be deposited as received to the HOT Fund and immediately allocated as follows: '/5% of the Hotel
Occupancy Tax revenues to the Pledged Account and 25% of the Hotel Occupancy Tax revenues to the
General Account.
(i) Money in the General Account may be used by the City for any lawful purpose and is not a part
of the Pledged Revenues.
(ii) Money in the Pledged Account may be used on a parity basis for the payment of the Certificates
as hereinafter described and to make transfers to the General Account as hereinafter described. As
often as the City shall deem necessary, but at least once a month on or before the penultimate
Business Day of each month, the City shall determine the amounts necessary from the Pledged
Revenues to pay the Certificates, taking into consideration the money accumulated as of such date in
the Interest and Sinking Fund from the Pledged Revenues. After making the aforementioned
determination, the City shall retain any amount necessary for the timely payment of the debt service
requirements on the Certificates in the Pledged Account. Any money remaining in the Pledged
Account after such transfers and the retention for debt service requirements on the Certificates may be
transferred to the General Account to be used by the City for any lawful purpose. Any money
retained in the Pledged Account for debt service requirements on the Certificates needed for such
purpose on any Interest Payment Date shall be immediately transferred to the Interest and Sinking
Fund on such Interest Payment Date.
Section 9. Investments and Security. (a) Investment of Funds. 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 at the
time of such deposit; provided, however, that the City hereby covenants that the proceeds of the sale of the
Certificates will be used as soon as practicable for the purposes for which the Certificates are issued.
Obligations purchased as an investment of money in a fund shall be deemed to be a part of such fund.
(b) Amounts Received from Investments. Except as otherwise provided by law, amounts received
from the investment of the Construction Fund may be retained in such fund or deposited to the Interest and
Sinking Fund as determined by the City Council. Any amounts received from the investment of the Interest
and Sinking Fund shall be deposited in the Interest and Sinking Fund.
(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 10. Covenants of the City. (a) General Covenants. The City covenants and represents that:
(i) The City is a duly created city, 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 Certificates, all
action on its part for the creation and issuance of the Certificates has been duly and effectively taken,
and the Certificates in the hands of the Owners thereof are and will be valid and enforceable
obligations of the City in accordance with their terms.
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(ii) The Certificates shall be ratably secured in such manner that no one Certificate shall have
preference over other Certificates.
(b) Specific Covenants. The City covenants and represents that while the Certificates are outstanding
and unpaid, it will comply with and perform the covenants and agreements of this Ordinance.
(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(a) 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(bX3) 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;
(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(0 of the Code;
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(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 hereat~er 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
and will not sell, lease, or otherwise dispose of such property unless (i) the City takes all actions necessary to
ensure continuous compliance with paragraphs (ii) and (iii) of Section 10(c) hereof; (ii) 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 (iii) the
City seeks the advice of nationally-recognized bond counsel with respect to such sale, lease, or other
disposition.
Section 11. Paying Agent/Registrar. The Paying Agent/Registrar is hereby appointed as paying
agent for the Certificates and the City is hereby authorized to enter into any type of agreement necessary for
the Paying Agent/Registrar to perform its duties hereunder. The principal of and premium, if any, on the
Certificates shall be payable, without exchange or collection charges, in any coin or currency of the United
States of America, which, on the date of payment, is legal tender for the payment of debts due the United
States of America, upon their presentation and surrender as they respectively become due and payable at
maturity, at the designated payment office of the Paying Agent/Registrar. The interest on each Certificate
shall be payable by check payable on the Interest Payment Date mailed by the Paying Agent/Registrar on or
before each Interest Payment Date to the Owner of record as of the Record Date, to the address of such
Owner as shown on the Register, or in such other manner as may be acceptable to the Owner and the Paying
Agent/Registrar.
The City, thc Paying Agent/Registrar, and any other person may treat the person in whose name any
Certificate is registered as the absolute Owner of such Certificate for the purpose of making and receiving
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payment of the principal thereof and premium, if any, thereon, and for the further purpose of making and
receiving payment of the interest thereon and for all other purposes, whether or not such Certificate is
overdue, and neither the City nor the Paying Agent/Registrar shall be bound by any notice or knowledge to
the contrary. All payments made to the person deemed to be the Owner of any Certificate in accordance with
this Ordinance shall be valid and effectual and shall discharge the liability of the City and the Paying
Agent/Registrar upon such Certificate to the extent of the sums paid.
So long as any Certificates remain outstanding, the Paying Agent/Registrar shall keep the Register at
its designated corporate trust office in which, subject to such reasonable regulations as it may prescribe, the
Paying Agent/Registrar shall provide for the registration and transfer of Certificates in accordance with the
terms of this Ordinance.
The City may at any time and from time to time appoint another Paying Agent/Registrar in
substitution for the previous Paying Agent/Registrar; provided that any such Paying Agent/Registrar shall be a
corporation organized and doing business under the laws of the United States of America or any State,
authorized under such laws to exercise trust powers, subject to supervision or examination by federal or state
authority, and a transfer agent registered with the Securities and Exchange Commission. In such event, the
City shall give notice by certified mail to each Owner at least 30 days prior to the effective date of such
substitution. Any bank or trust company with or into which any Paying Agent/Registrar may be merged or
consolidated, or to which the assets and business of Paying Agent/Registrar may be sold or otherwise
transferred, shall be deemed the successor of such Paying Agent/Registrar for the purposes of this Ordinance.
The Mayor and City Secretary are hereby authorized to enter into, execute, and deliver the Paying
Agent/Registrar Agreement with the initial Paying Agent/Registrar in substantially the form presented to the
City on this date.
Section 12. Initial Certificatel Exchange or Transfer of Certificates. Initially, one Certificate (the
"Initial Certificate") numbered 1-1 as described in Section 2, and representing the entire principal amount of
the Certificates shall be registered in the name of the Initial Purchasers and shall be executed and submitted to
the Attorney General of Texas for approval, and thereupon certified by the Comptroller of Public Accounts of
the State of Texas or his duly authorized agent, by manual signature, and the Initial Certificate shall be
effective and valid without the Authentication Certificate being signed by the Paying Agent/Registrar. At any
time thereafter, the Owner may deliver the Initial Certificate to the Paying Agent/Registrar for exchange,
accompanied by instructions from the Owner or designee designating the persons, maturities, and principal
amounts to and in which the Initial Certificates are to be transferred and the addresses of such persons, and
the Paying Agent/Registrar shall thereupon, within not more than three days, register and deliver such
Certificates upon authorization of the City as provided in such instructions.
Each Certificate shall be transferable only upon the presentation and surrender thereof at the
designated payment office of the Paying Agent/Registrar, duly endorsed for transfer, or accompanied by an
assignment duly executed by the Owner or his authorized representative in form satisfactory to the Paying
Agent/Registrar. Upon presentation of any Certificate for transfer, the Paying Agent/Registrar shall
authenticate and deliver in exchange therefor, to the extent possible and under reasonable circumstances
within three business days after such presentation, a new Certificate or Certificates, registered in the name of
the transferee or transferees, in authorized denominations and of the same maturity and aggregate principal
amount and bearing interest at the same rate as the Certificate or Certificates so presented.
All Certificates shall be exchangeable upon presentation and surrender thereof at the designated
payment office of the Paying Agent/Registrar for a Certificate or Certificates of the same maturity and interest
rate and in any authorized denomination, in an aggregate principal amount equal to the unpaid principal
amount of the Certificate or Certificates presented for exchange. The Paying Agent/Registrar shall be and is
hereby authorized to authenticate and deliver exchange Certificates in accordance with this Ordinance and
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each Certificate so delivered shall be entitled to the benefits and security of this Ordinance to the same extent
as the Certificate or Certificates in lieu of which such Certificate is delivered.
The City or the Paying Agent/Registrar may require the Owner of any Certificate to pay a sum
sufficient to cover any tax or other governmental charge that may be imposed in connection with the transfer
or exchange of such Certificate. Any fee or charge of the Paying Agent/Registrar for such transfer or
exchange shall be paid by the City.
Section 13. Sale and Delivery of Certificates. The Certificates 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 Certificates shall initially be
registered in the name of Cede & Co. The officers of the Issuer 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. The City hereby approves the form and content of the Official Statement relating
to the Certificates and any addenda, supplement, or amendment thereto, and approves the distribution of such
Official Statement in the reoffering of the Certificates 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. The form and content of and the distribution and use
of the Official Notice of Sale and Official Statement dated April 4, 1998, prior to the date hereof is hereby
ratified and confirmed. The City finds and determines that the Official Statement is "deemed final" as that
term is defined in 17 C.F.R. Section 240.15c2-12.
Section 14. City Officers' Duties. (a) Issuance of Certificates. The Mayor shall submit the Initial
Certificate, the record of the proceedings authorizing the issuance of the Certificates, and any and all other
necessary orders, certificates, and records to the Attorney General of the State of Texas for his investigation.
After obtaining the approval of the Attorney General, the Mayor shall cause the Initial Certificate to be
registered by the Comptroller of Public Accounts of the State of Texas. The officers or acting officers of the
City are authorized to execute and deliver on behalf of the City such certificates and instruments as may be
necessary or appropriate prior to delivery of and payment for the Certificates to and by the Initial Purchasers.
Co) Execution of Ordinance. The Mayor and the City Secretary are authorized to execute the
Certificate to which this Ordinance is attached on behalf of the City and to do any and all things proper and
necessary to carry out the intent thereof.
Section 15. Remedies of Owners. In addition to all rights and remedies of any Owner of the
Certificates provided by the laws of the State of Texas, the City covenants and agrees that in the event the
City defaults in the payment of the principal of or interest on any of the Certificates 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 Certificates shall be entitled to a writ of mandamus issued by a court of proper
jurisdiction compelling and requiring the City 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 often as may be deemed expedient. The specific remedies
mentioned in this Ordinance shall be available to any Owner of any of the Certificates and shall be
cumulative of all other existing remedies.
Section 16. Lost, Stolen, Destroyed, Damaged, or Mutilated Certificates; Destruction of Paid
Certificates. (a) Replacement Certificates. In the event any outstanding Certificate shall become lost, stolen,
destroyed, damaged, or mutilated, at the request of the Owner thereof, the City shall cause to be executed,
registered by the Paying Agent/Registrar, and delivered a substitute Certificate of like date and tenor, in
15
exchange and substitution for and upon cancellation of such mutilated or damaged Certificate, or in lieu of
and substitution for such Certificate, lost, stolen, or destroyed, subject to the provisions of subsections (b), (c),
(d) and (e) of this Section.
(b) Application and Indemnity. Application for exchange and substitution of lost, stolen, destroyed,
damaged, or mutilated Certificates shall be made to the City. In every case the applicant for a substitute
Certificate shall furnish to the City such deposit for fees and costs as may be required by the City to save it
and the Paying Agent/Registrar harmless from liability. In every case of loss, theft, or destruction of a
Certificate, the applicant shall also furnish to the City indemnity to the City's satisfaction and shall file with
the City evidence to the City's satisfaction of the loss, their, or destruction and of the ownership of such
Certificate. In every case of damage or mutilation of a Certificate, the applicant shall surrender the Certificate
so damaged or mutilated to the Paying Agent/Registrar.
(c) Matured Certificates. Notwithstanding the foregoing provisions of this Section, in the event any
such Certificate shall have matured, and no default has occurred which is then continuing in payment of the
principal of or interest on the Certificates, the City may authorize the payment of the same (without surrender
thereof except in the case of a damaged or mutilated Certificate) instead of issuing a substitute Certificate, if
any, provided security or indemnity is furnished as above provided in this Section.
(d) Expenses of Issuance. Upon the issuance of ally substitute Certificate, the City may charge the
owner of such Certificate with all fees and costs incurred in connection therewith. Every substitute Certificate
issued pursuant to the provisions of this Section by virtue of the fact that any Certificate is lost, stolen,
destroyed, damaged, or mutilated shall constitute a contractual obligation of the City, whether or not the lost,
stolen, destroyed, damaged, or mutilated Certificate shall be found at any time, or be enforceable by anyone,
and shall be entitled to ali the benefits of this Ordinance equally and proportionately with any and all other
Certificates duly issued under this Ordinance.
(e) Authority to Issue Substitute Certificates. This Ordinance shall constitute sufficient authority for
the issuance of any such substitute Certificate without necessity of further action by the City or any other
body or person, and the issuance of such substitute Certificates is hereby authorized, notwithstanding any
other provisions of this Ordinance.
(f) Destruction of Paid Certificates. At any time subsequent to the payment thereof, the Paying
Agent/Registrar is authorized to cancel and destroy any Certificates duly paid, and promptly aRer any such
destruction, the Paying Agent/Registrar shall furnish to the City a certificate evidencing such destruction.
Section 17. Redemption. The Certificates are subject to optional redemption as described in the
FORM OF CERTIFICATES in Section 3 of this Ordinance.
Section 18. 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
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
16
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 19. Defeasance. Any Certificate shall be deemed to be paid and shall no longer be
considered to be a "Certificate" within the meaning of this Ordinance when payment of the principal of and
the premium, if any, on such Certificate, plus interest thereon to the due date thereof (whether such due date
be by reason of maturity or otherwise) either (i) shall have been made or caused to be made in accordance
with the terms thereof or (ii) shall have been provided for by depositing with an escrow agent (the "Escrow
Agent"), for such payment, (a) money sufficient to make such payment or (b) Governmental Obligations
certified by an independent public accounting firm of national reputation to be of such maturities and interest
payment dates and to bear such interest as will, without further investment or reinvestment of either the
principal amount thereof or the interest earning therefrom (likewise to be held in trust and committed, except
as hereinafter provided), be sufficient to make such payment or (c) a combination of money and
Governmental Obligations together so certified to be sufficient; provided, however, that all the expenses
pertaining to the Certificates with respect to which such deposit is made shall have been paid or the payment
thereof provided for to the satisfaction of the Escrow Agent. Notwithstanding anything herein to the contrary,
no such deposit shall have the effect described in this Section if made during the subsistence of a default in
the payment of any Certificate unless made with respect to all of the Certificates then outstanding. Any
money and Governmental Obligations deposited for such purpose shall be held by the Escrow Agent in a
segregated account in trust or escrow for the Owners with respect to which such deposit is made and, together
with any investment income there~om, shall be disbursed solely to pay the principal of and interest on such
Certificates when due. No money or Governmental Obligations so deposited shall be invested or reinvested
unless in Governmental Obligations and unless such money and Governmental Obligations not invested and
such new investments are together certified by an independent public accounting firm of national reputation to
l'/
be of such amounts, maturities, and interest payment dates and to bear such interest as will, without further
investment or reinvestment of either the principal amount thereof or the interest earnings therefi'om, be
sufficient to make such payment. At such times as a Certificate shall be deemed to be paid hereunder, as
aforesaid, they shall no longer be entitled to the benefits of this Ordinance, except for the purposes of any
such payment from such money or Governmental Obligations.
Section 20. Ordinance a Contract; Amendments. This Ordinance shall constitute a contract with the
Owners, from time to time, of the Certificates, binding on the City and its successors and assigns, and shall
not be amended or repealed by the City as long as any Certificate 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) for the purpose of curing any ambiguity,
inconsistency, or formal defect or omission herein, or (iii) 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 Certificates then outstanding affected thereby, amend, change, modify, or
rescind any provisions of this Ordinance; provided, however, that without the consent of all of the 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 Certificates, 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 bonds or
certificates on a parity with the lien of the Certificates, (ii) give any preference of any Certificate over any
other Certificate, (iii) extend any waiver of default to subsequent defaults, or (iv) reduce the aggregate
principal amount of Certificates required for consent to any such amendment, change, modification, or
rescission. When the City desires to make any amendment or addition to or rescission of this Ordinance
requiring consent of the Owners, the City shall cause notice of the amendment, addition, or rescission to be
given as described above for a notice of redemption. When 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 the
appropriate number of Owners of the Certificates then outstanding affected by any such amendment, addition,
or rescission requiring the consent of Owners, 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 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 21. Continuing Disclosure Undertaking,. (a) Annual Reports. The City shall provide
annually to each NRMSIR and to any SID, within six months after 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 I1 of this Ordinance, under Tables I through 18 and
Appendix B of the Official Statement. Any financial statements to be so provided shall be (1) prepared in
accordance with the accounting principles described in Appendix B of the final Official Statement 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 time and audited financial statements for
the applicable fiscal year to each NRMSIR and any SID when 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
18
official statement or other offering document, if it is available from the Municipal Securities Rulemaking
Board (the "MSRB") that theretofore has been provided to each NRMSIR and any SID or filed with the SEC.
(b) 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 Certificates, if such event is material
within the meaning of the federal securities laws:
(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 Certificates;
(vii) Modifications to rights of holders of the Certificates;
(viii) Calls;
(ix) Defeasances;
(x) Release, substitution, or sale of property securing repayment of the Certificates; and
(xi) Rating changes.
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.
(c) 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 Certificates within the meaning of Rule 15c2-12 (the "Rule"), except that the City
in any event will give notice of any deposit made in accordance with Section 16 above that causes the
Certificates no longer to be outstanding and any call of Certificates made in connection therewith.
The provisions of this Section are for the sole benefit of the Owners and beneficial owners of the
Certificates, 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 Certificates at any future date.
UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE OWNER OR
BENEFICIAL OWNER OF ANY CERTIFICATE OR ANY OTHER PERSON, IN CONTRACT OR TORT,
FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY THE CITY,
19
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~tND,,IMUS 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 other provisions of this Ordinance.
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 under the following circumstances, but not otherwise: (1) to adapt to changed circumstances that arise
from a change in legal requirements, a change in law, or a change in the identity, nature, status, or type of
operations of the City, if the provisions of this Section, as so supplemented or amended, would have
permitted an underwriter to purchase or sell Certificates in the present offering in compliance with the Rule
and either the Owners of a majority in aggregate principal amount of the outstanding Certificates consent to
such amendment, supplement, or repeal, or any State agency or official determines that such amendment,
supplement, or repeal will not materially impair the interests of the beneficial owners of the Certificates, (2)
upon repeal of the applicable provisions of the Rule, or any judgment by a court of final jurisdiction that such
provisions are invalid, or (3) in any other circumstance or manner permitted by the Rule.
Section 22. Other Documents. The Mayor and the City Secretary are hereby authorized to execute
and attest to such other documents, certificates, letters of instruction, tax information forms, and other
agreements of any kind which, in the opinion of Bond Counsel, are necessary or advisable in order to issue
the Certificates and verify that the interest on the Certificates will be exempt from gross income of the
holders thereof under current federal tax law.
Section 23. Further Procedures. The Mayor and the City Secretary, and all other officers, employees,
attorneys, and agents of 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 Certificates, and the Official Statement. In case any officer whose
signature shall appear on any Certificate shall cease to be such officer before the delivery of such Certificate,
such signature shall nevertheless be valid and sufficient for all purposes the same as if such officer had
remained in office until such delivery. Prior to the initial delivery of the Certificates, the Mayor and the City
Secretary 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 Certificates by the Texas Attorney General's office.
Section 24. Miscellaneous Provisions. (a) 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.
(b) Inconsistent Provisions. All 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.
2O
(c) Severability. 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 City hereby declares that this Ordinance would have
been enacted without such invalid word, phrase, clause, paragraph, sentence, part, portion, or provisions.
(d) Governing Law. This Ordinance shall be construed and enforced in accordance with the laws of
the State of Texas.
(e) 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.
ATTEST:
/s/ Connie Hooks
City Secretary, City of College Station, Texas
(SEAL)
/s/ Lynn McIIhaney
Mayor, City of College Station, Texas
21
EXHIBIT A
PAYING AGENT/REGISTRAR AGREEMENT
THIS PAYING AGENT/REGISTRAR AGREEMENT entered into as of April 1, 1998 (the
"Agreement"), by and between the CITY OF COLLEGE STATION, TEXAS (the "Issuer"), and CHASE
BANK OF TEXAS, NATIONAL ASSOCIATION, Houston, Texas, a banking association duly organized and
existing under the laws of the United States of America (the "Bank").
RECITALS
WHEREAS, the Issuer has duly authorized and provided for the issuance of its "City of College
Station, Texas Combination Tax and Revenue Certificates of Obligation, Series 1998" (the "Securities"), such
Securities to be issued in fully registered form only as to the payment of principal and interest thereon;
WHEREAS, the Securities are scheduled to be delivered to the initial purchaser thereof as provided
in the "Ordinance" (hereinat~er defined);
WHEREAS, the Issuer has selected the Bank to serve as Paying Agent/Registrar in connection with
the payment of the principal of, premium, if any, and interest on the Securities and with respect to the
registration, transfer, and exchange thereof by the registered owners thereof;
WHEREAS, the Bank has agreed to serve in such capacities for and on behalf of the Issuer and has
full power and authority to perform and serve as Paying Agent/Registrar for the Securities;
NOW, THEREFORE, it is mutually agreed as follows:
ARTICLE I. APPOINTMENT OF BANK AS PAYING AGENT AND REGISTRAR
Section 1.01. Appointment. The Issuer hereby appoints the Bank to serve as Paying Agent with
respect to the Securities. As Paying Agent for the Securities, the Bank shall be responsible for paying on
behalf of the Issuer the principal, premium (if any), and interest on the Securities as the same become due and
payable to the registered owners thereof, all in accordance with this Agreement and the Ordinance.
The Issuer hereby appoints the Bank as Registrar with respect to the Securities. As Registrar for the
Securities, the Bank shall keep and maintain for and on behalf of the Issuer books and records as to the
ownership of said Securities and with respect to the transfer and exchange thereof as provided herein and in
the Ordinance.
The Bank hereby accepts its appointment, and agrees to serve as the Paying Agent and Registrar for
the Securities.
Section 1.02. Compensation. As compensation for the Bank's services as Paying Agent/Registrar,
the Issuer hereby agrees to pay the Bank the fees and amounts set forth in Schedule A attached hereto for the
first year of this Agreement and thereafter the fees and amounts set forth in the Bank's current fee schedule
then in effect for services as Paying Agent/Registrar for municipalities, which shall be supplied to the Issuer
on or before 90 days prior to the close of the Fiscal Year of the Issuer, and shall be effective upon the first
day of the following Fiscal Year.
In addition, the Issuer agrees to reimburse the Bank upon its request for all reasonable expenses,
disbursements and advances incurred or made by the Bank in accordance with any of the provisions hereof
(including the reasonable compensation and the expenses and disbursements of its agents and counsel).
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ARTICLE II. DEFINITIONS
Section 2.01. Definitions. For all purposes of this Agreement, except as otherwise expressly
provided or unless the context otherwise requires:
"Bank Office" means the designated principal corporate trust office of the Bank as indicated on the
signature page hereof. The Bank will notify the Issuer in writing of any change in location of the Bank
Office.
"Bank Principal Payment Office" means Dallas, Texas.
"Fiscal Year" means the fiscal year of the Issuer, ending September 30.
"Holder" and "Security Holder" each means the Person in whose name a Security is registered in the
Security Register.
"Issuer Request" and "Issuer Ordinance" means a written request or order signed in the name of the
Issuer by the Mayor of the Issuer, the Director of Finance of the Issuer, the City Administrator, or the City
Secretary of the Issuer, any one or more of said officials, delivered to the Bank.
"Legal Holiday" means a day on which the Bank is required or authorized to be closed.
"Ordinance" mean the ordinance of the governing body of the Issuer pursuant to which the Securities
are issued, certified by the City Secretary or any other officer of the Issuer and delivered to the Bank.
"Person" means any individual, corporation, partnership, joint venture, association, joint stock
company, trust, unincorporated organization or government or any agency or political subdivision of a
government.
"Predecessor Securities" of any particular Security means every previous Security evidencing all or a
portion of the same obligation as that evidenced by such particular Security (and, for the purposes of this
definition, any mutilated, lost, destroyed, or stolen Security for which a replacement Security has been
registered and delivered in lieu thereof pursuant to Section 4.06 hereof and the Ordinance).
"Redemption Date" when used with respect to any Security to be redeemed means the date fixed for
such redemption pursuant to the terms of the Ordinance.
"Responsible Officer" when used with respect to the Bank means the Chairman or Vice-Chairman of
the Board of Directors, the Chairman or Vice-chairman of the Executive Committee of the Board of Directors,
the President, any Vice President, the Secretary, any Assistant Secretary, the Treasurer, any Assistant
Treasurer, the Cashier, any Assistant Cashier, any Trust Officer or Assistant Trust Officer, or any other
officer of the Bank customarily performing functions similar to those performed by any of the above
designated officers and also means, with respect to a particular corporate trust matter, any other officer to
whom such matter is referred because of his knowledge of and familiarity with the particular subject.
"Security Register" means a register maintained by the Bank on behalf of the Issuer providing for the
registration and transfer of the Securities.
"Stated Maturity" means the date specified in the Ordinance the principal of a Security is scheduled
to be due and payable.
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Section 2.02. Other Definitions. The terms "Bank," Issuer," and "Securities (Security)" have the
meanings assigned to them in the recital paragraphs of this Agreement.
The term "Paying Agent/Registrar" refers to the Bank in the performance of the duties and functions
of this Agreement.
ARTICLE 11I. PAYING AGENT
Section 3.01. Duties of Pavine Affent. As Paying Agent, the Bank shall, provided adequate
collected funds have been provided to it for such purpose by or on behalf of the Issuer, pay on behalf of the
Issuer the principal of each Security at its Stated Maturity, Redemption Date, or Acceleration Date, to the
Holder upon surrender of the Security to the Bank at the Bank Principal Payment Office.
As Paying Agent, the Bank shall, provided adequate collected funds have been provided to it for such
purpose by or on behalf of the Issuer, pay on behalf of the Issuer the interest on each Security when due, by
computing the amount of interest to be paid each Holder and preparing and sending checks by United States
Mail, first class postage prepaid, on each payment date, to the Holders of the Securities (or their Predecessor
Securities) on the respective Record Date, to the address appearing on the Security Register or by such other
method, acceptable to the Bank, requested in writing by the Holder at the Holder's risk and expense.
Section 3.02. Payment Dates. The Issuer hereby instructs the Bank to pay the principal of and
interest on the Securities on the dates specified in the Ordinance.
ARTICLE IV. REGISTRAR
Section 4.01. Security Register - Transfers and Exchaniles. The Bank agrees to keep and maintain
for and on behalf of the Issuer at the Bank Principal Payment Office books and records (herein sometimes
referred to ns the "Security Register") for recording the names and addresses of the Holders of the Securities,
the transfer, exchange, and replacement of the Securities, and the payment of the principal of and interest on
the Securities to the Holders and containing such other information as may be reasonably required by the
Issuer and subject to such reasonable regulations as the Issuer and the Bank may prescribe. All transfers,
exchanges, and replacement of Securities shall be noted in the Security Register.
Every Security surrendered for transfer or exchange shall be duly endorsed or be accompanied by a
written instrument of transfer, the signature on which has been guaranteed by an officer of a federal or state
bank or a member of the National Association of Securities Dealers, in form satisfactory to the Bank, duly
executed by the Holder thereof or his agent duly authorized in writing.
The Bank may request any supporting documentation it feels necessary to effect a re=registration,
transfer, or exchange of the Securities.
To the extent possible and under reasonable circumstances, the Bank agrees that, in relation to an
exchange or transfer of Securities, the exchange or transfer by the Holders thereof will be completed and new
Securities delivered to the Holder or the assignee of the Holder in not more than three business days after the
receipt of the Securities to be cancelled in an exchange or transfer and the written instrument of transfer or
request for exchange duly executed by the Holder, or his duly authorized agent, in form and manner
satisfactory to the Paying Agent/Registrar.
Section 4.02. Certificates. The Issuer shall provide an adequate inventory of printed Securities to
facilitate transfers or exchanges thereof. The Bank covenants that the inventory of printed Securities will be
kept in safekeeping pending their use, and reasonable care will be exercised by the Bank in maintaining such
Securities in safekeeping, which shall be not less than the care maintained by the Bank for debt securities of
A-3
other political subdivisions or corporations for which it serves as registrar, or that is maintained for its own
securities.
Section 4.03. Form of Security Resister. The Bank, as Registrar, will maintain the Security
Register relating to the registration, payment, transfer, and exchange of the Securities in accordance with the
Bank's general practices and procedures in effect from time to time. The Bank shall not be obligated to
maintain such Security Register in any form other than those which the Bank has currently available and
currently utilizes at the time.
The Security Register may be maintained in written form or in any other form capable of being
converted into written form within a reasonable time.
Section 4.04. List of Security Holders. The Bank will provide the Issuer at any time requested by
the Issuer, upon payment of the required fee, a copy of the information contained in the Security Register.
The Issuer may also inspect the information contained in the Security Register at any time the Bank is
customarily open for business, provided that reasonable time is allowed the Bank to provide an up-to-date
listing or to convert the information into written form.
Unless required by law, the Bank will not release or disclose the contents of the Security Register to
any person other than to, or at the written request of, an authorized officer or employee of the Issuer, except
upon receipt of a court order or as otherwise required by law. Upon receipt of a court order and prior to the
release or disclosure of the contents of the Security Register, the Bank will notify the Issuer so that the Issuer
may contest the court order or such release or disclosure of the contents of the Security Register.
Section 4.05. Return of Cancelled Certificates. All Securities surrendered for payment, redemption,
transfer, exchange, or replacement, if surrendered to the Bank, shall be promptly cancelled by it and, if
surrendered to the Issuer, shall be delivered to the Bank and, if not already cancelled, shall be promptly
cancelled by the Bank. The Issuer may at any time deliver to the Bank for cancellation any Securities
previously authenticated and delivered which the Issuer may have acquired in any manner whatsoever, and all
Securities so delivered shall be promptly cancelled by the Bank. All cancelled Securities held by the Bank
shall be destroyed, and evidence of such destruction furnished to the Issuer at such reasonable intervals as it
determines subject to applicable rules and regulations of the Securities and Exchange Commission.
Section 4.06. Mutilated, Destroyed, Lost, or Stolen Securities. The Issuer hereby instructs the
Bank, subject to the applicable provisions of the Ordinance, to deliver and issue Securities in exchange for or
in lieu of mutilated, destroyed, lost, or stolen Securities as long as the same does not result in an over
issuance.
In case any Security shall be mutilated, or destroyed, lost, or stolen, the Bank, in its discretion, may
execute and deliver a replacement Security of like form and tenor, and in the same denomination and bearing
a number not contemporaneously outstanding, in exchange and substitution for such mutilated Security, or in
lieu of and in substitution for such destroyed lost or stolen Security, only after (i) the filing by the Holder
thereof with the Bank of evidence satisfactory to the Bank of the destruction, loss, or thet~ of such Security,
and of the authenticity of the ownership thereof and (ii) the furnishing to the Bank of indemnification in an
amount satisfactory to hold the Issuer and the Bank harmless. All expenses and charges associated with such
indemnity and with the preparation, execution, and delivery of a replacement Security shall be borne by the
Holder of the Security mutilated, or destroyed, lost, or stolen.
Section 4.07. Transaction Information to Issuer. The Bank will, within a reasonable time at~er
receipt of written request from the Issuer, furnish the Issuer information as to the Securities it has paid
pursuant to Section 3.01, Securities it has delivered upon the transfer or exchange of any Securities pursuant
A-4
to Section 4.01, and Securities it has delivered in exchange for or in lieu of mutilated, destroyed, lost, or
stolen Securities pursuant to Section 4.06.
Section 4.08. Redemption of Securities. Securities which are redeemable before their stated maturity
shall be redeemable in accordance with Section 3 of the Ordinance and terms in accordance with this Article
IV.
Section 4.09. Notice of Redemption. Notice of redemption shall be given by the Bank in the name
at the expense of the Issuer not less than 30 or more than 45 days prior to the date of redemption, to each
Registered Owner of Securities to be redeemed and otherwise required by the Ordinance.
All notices of redemption shall include the CUSIP number and statement as to:
(a) the date of redemption;
(b) the price of the Securities expressed as a percentage of par amount of the Securities;
(c) the principal amount of Securities to be redeemed, and, if less than all outstanding Securities are
to be redeemed, the identification (and, in case of partial redemption, the principal amounts) of the Securities
to be redeemed;
(d) that on the date of redemption the principal of each of the Securities to be redeemed will become
due and payable and that the interest thereon shall cease to accrue from and after said date; and
(e) that the Securities to be redeemed are to be surrendered for payment of the price stated in the
notice of redemption at the designated principal payment office of the Bank, and the address of such office.
The Bank shall, at the expense of the Issuer, provide notice to designated securities depositories and
information services based upon the then current guidelines of the Securities and Exchange Commission
relating to redemptions and refundings of municipal bonds, including the Securities. The Bank, at the
expense of the Issuer, shall also provide notice to any other addressees as the Issuer shall designate in writing.
ARTICLE V. THE BANK
Section 5.01. Duties of Bank. The Bank undertakes to perform the duties set forth herein and agrees
to use reasonable care in the performance thereof.
Section 5.02. Reliance on Documents~ Etc. (a) The Bank may conclusively rely, as to the truth of
the statements and correctness of the opinions expressed therein, on certificates or opinions furnished to the
Bank.
(b) The Bank shall not be liable for any error of judgment made in good faith by a Responsible
Officer, unless it shall be proved that the Bank was negligent in ascertaining the pertinent facts.
(c) No provisions of this Agreement shall require the Bank to expend or risk its own funds or
otherwise incur any financial liability for performance of any of its duties hereunder, or in the exercise of any
of its rights or powers, if it shall have reasonable grounds for believing that repayment of such funds or
adequate indemnity satisfactory to it against such risks or liability is not assured to it.
(d) The Bank may rely and shall be protected in acting or refraining from acting upon any resolution,
certificate, statement, instrument, opinion, report, notice, request, direction, consent, order, bond, note,
security, or other paper or document believed by it to be genuine and to have been signed or presented by the
proper party or parties. Without limiting the generality of the foregoing statement, the Bank need not
examine the ownership of any Securities, but is protected in acting upon receipt of Securities containing an
endorsement or instruction of transfer or power of transfer which appears on its face to be signed by the
Holder or an agent of the Holder. The Bank shall not be bound to make any investigation into the facts or
matters stated in a resolution, certificate, statement, instrument, opinion, report, notice, request, direction,
consent, order, bond, note, security, or other paper or document supplied by Issuer.
counsel
omitted
(e) The Bank may consult with counsel, and the written advice of such counsel or any opinion of
shall be full and complete authorization and protection with respect to any action taken, suffered, or
by it hereunder in good faith and in reliance thereon.
(f) The Bank may exercise any of the powers hereunder and perform any duties hereunder either
directly or by or through agents or attorneys of the Bank.
Section 5.03. Recitals of Issuer. The recitals contained herein with respect to the Issuer and in the
Securities shall be taken as the statements of the Issuer, and the Bank assumes no responsibility for their
correctness.
The Bank shall in no event be liable to the Issuer, any Holder or Holders of any Security, or any
other Person for any amount due on any Security from its own funds.
Section 5.04. May Hold Securities. The Bank, in its individual or any other capacity, may become
the owner or pledgee of Securities and may otherwise deal with the Issuer with the same rights it would have
if it were not the Paying Agent/Registrar, or any other agent.
Section 5.05. Money Held by Bank. (a) Money held by the Bank hereunder shall be held for the
benefit of the Registered Owners of the Securities.
(b) The Bank shall be under no obligation to pay interest on any money received by it hereunder.
(c) Except to the extent provided otherwise in the Ordinance, any money deposited with the Bank for
the payment of the principal on, redemption premium, if any, or interest on any security and remaining
unclaimed for three years after the dates such amounts have become due and payable shall be reported and
disposed of by the Bank in accordance with the provisions of Title 6 of the Texas Property Code, as
amended, to the extent that such provisions are applicable to such amounts.
The Issuer and the Bank agree that the Bank may seek adjudication of any adverse claim, demands,
or controversy over its person as well as funds on deposit, in either the District Court of Harris County, Texas
, or the United States Federal District Court for the Southern District of Texas, waive personal service of any
process, and agree that service of process by certified or registered mail, return receipt requested, to the
address set forth in Section 6.03 hereof shall constitute adequate service. The Issuer and the Bank further
agree that the Bank has the right to file a Bill of Interpleader in any court of competent jurisdiction, at the
expense of the Issuer, to determine the rights of any persons claiming any interest herein.
Section 5.06. Indemnification. To the extent permitted by law, the Issuer agrees to indemnify the
Bank for, and hold it harmless against, any loss, liability, or expense incurred without negligence or bad faith
on its part, arising out of or in connection with its acceptance or administration of its duties hereunder,
including the cost and expense against any claim or liability in connection with the exercise or performance
of any of its powers or duties under this Agreement.
Section 5.07. Interpleader. The Issuer and the Bank agree that the Bank may seek adjudication of
any adverse claim, demand, or controversy over its person as well as funds on deposit, in either a Federal or
A-6
State District Court located in the State and County where either the Bank Office or the administrative offices
of the Issuer is located, and agree that service of process by certified or registered mail, return receipt
requested, to the address referred to in Section 6.03 of this Agreement shall constitute adequate service. The
Issuer and the Bank further agree that the Bank has the right to file a Bill of Interpleader in any court of
competent jurisdiction to determine the rights of any Person claiming any interest herein.
Section 5.08. Depository Trust Company Services. It is hereby represented and warranted that, in
the event the Securities are otherwise qualified and accepted for "Depository Trust Company" services or
equivalent depository trust services by other organizations, the Bank has the capability and, to the extent
within its control, will comply with the "Operational Arrangements," effective August 1, 1987, which
establishes requirements for securities to be eligible for such type depository trust services, including, but not
limited to, requirements for the timeliness of payments and funds availability, transfer turnaround time, and
notification of redemptions and calls.
ARTICLE VI. MISCELLANEOUS PROVISIONS
Section 6.01. Amendment.
signed by both of the parties hereto.
Section 6.02. Assignment.
written consent of the other.
This Agreement may be amended only by an agreement in writing
This Agreement may not be assigned by either party without the prior
Section 6.03. Notices. Any request, demand, authorization, direction, notice, consent, waiver, or
other document provided or permitted hereby to be given or furnished to the Issuer or the Bank shall be
mailed or delivered to the Issuer or the Bank, respectively, at the addresses shown on the signature page of
this Agreement.
Section 6.04. Effect of Headings. The Article and Section headings herein are for convenience only
and shall not affect the construction hereof.
Section 6.05. Successors and Assigns. All covenants and agreements herein by the Issuer shall bind
its successors and assigns, whether so expressed or not.
Section 6.06. Severability. In case any provision herein shall be invalid, illegal, or
unenforceable, the validity, legality, and enforceability of the remaining provisions shall not in any way be
affected or impaired thereby.
Section 6.07. Benefits of A~,reement. Nothing herein, express or implied, shall give to any Person,
other than the parties hereto and their successors hereunder, any benefit or any legal or equitable right,
remedy, or claim hereunder.
Section 6.08. Entire A~reement. This Agreement and the Ordinance constitute the entire agreement
between the parties hereto relative to the Bank acting as Paying Agent/Registrar and if any conflict exists
between this Agreement and the Ordinance, the Ordinance shall govern.
Section 6.09. Counterparts. This Agreement may be executed in any number of counterparts, each
of which shall be deemed an original and all of which shall constitute one and the same Agreement.
Section 6.10. Termination. This Agreement will terminate (i) on the date of final payment of the
principal of and interest on the Securities to the Holders thereof or (ii) may be earlier terminated by either
party upon 60 days written notice; provided, however, an early termination of this Agreement by either party
shall not be effective until (a) a successor Paying Agent/Registrar has been appointed by the Issuer and such
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appointment accepted and (b) notice has been given to the Holders of the Securities of the appointment of a
successor Paying Agent/Registrar. Furthermore, the Bank and Issuer mutually agree that the effective date of
an early termination of this Agreement shall not occur at any time which would disrupt, delay, or otherwise
adversely affect the payment of the Securities.
Upon an early termination of this Agreement, the Bank agrees to promptly transfer and deliver the
Security Register (or a copy thereof), together with other pertinent books and records relating to the
Securities, to the successor Paying Agent/Registrar designated and appointed by the Issuer.
The provisions of Section 1.02 and of Article Five shall survive and remain in full force and effect
following the termination of this Agreement.
EXECUTION PAGE FOR PAYING AGENT/REGISTRAR AGREEMENT
Section 6.11. Governine Law. This Agreement shall be construed in accordance with and governed
by the laws of the State of Texas.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year
first above written.
Attest:
CHASE BANK OF TEXAS,
NATIONAL ASSOCIATION
Houston, Texas
By
Title
(BANK SEAL)
By,
Title
Address:
600 Travis, Suite 1150
Houston, Texas 77002
Attest:
CITY OF COLLEGE STATION, TEXAS
By
City Secretary
(ISSUER SEAL)
By.
Address:
Mayor
1101 Texas Avenue
College Station, Texas 77840
EXECUTION PAGE FOR PAYING AGENT/REGISTRAR AGREEMENT
SCHEDULE A
Paying Agent/Registrar Fee Schedule
(To be furnished by the Bank)
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