HomeMy WebLinkAbout2010-3274 - Ordinance - 08/26/2010ORDINANCE NO. 2010-3274
PROVIDING FOR THE ISSUANCE OF $19,635,000 CITY OF COLLEGE
STATION, TEXAS GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES
2010 AND ORDAINING OTHER MATTERS RELATING TO THE SUBJECT,
INCLUDING IMMEDIATE EFFECTIVENESS
WHEREAS, it is deemed advisable and to be in the best interest of the City of College
Station (the "City" or the "Issuer") that certain bonds authorized at elections previously held in the
City be combined.in a single issue and sold at this time, the dates of election, amount of bonds
authorized thereat, purpose, amount of bonds previously sold, and the amount now to be sold being
as follows:
AMOUNT AMOUNT
DATE OF
AMOUNT
PREVIOUSLY
ISSUED
ELECTION
AUTHORIZED
PURPOSE
SOLD
HEREIN
November 4, 2003
$17,980,000
Street & transportation improvements
$16,460,000
$1,080,000
November 4, 2003
$3,000,000
Traffic safety system improvements
$3,000,000
$0
November 4, 2003
$7,610,000
Municipal complex improvements
$3,955,000
$0
November 4, 2008
$48,785,000
Street & transportation improvements
$395,000
$11,445,000
November 4, 2008
$8,385,000
City library improvements
-0-
-0-
November 4, 2008
$6,990,000
New fire building
$750,000
$6,240,000
November 4, 2008
$12,790,000
Park & recreation improvements
$1,535,000
$870,000
$105,540,000
$26,095,000
$19,635,000
WHEREAS, the bonds hereinafter authorized for such purposes are to be issued and
delivered pursuant to Chapters 1251 and 1331 Texas Government Code, as amended, and the Charter
of the City.
THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
COLLEGE STATION, TEXAS:
Section 1. AUTHORIZATION OF BONDS. That the City's Bonds to be designated the
"City of College Station, Texas General Obligation Improvement Bonds, Series 2010", are hereby
authorized to be issued and delivered in the principal amount of $19,635,000 for the purpose of
financing permanent improvements to the City, to-wit:
(i) pay for the costs of construction and acquisition of and improvements to City streets,
(ii) parks and park facilities improvements,
(iii) construction of improvements to the City's fire stations, and
(iv) the payment of fiscal, engineering and legal fees incurred in connection therewith.
Section 2. PREAMBLE. That the preamble to this Ordinance is incorporated by reference
and made a part hereof for all purposes.
Section 3. DATE, DENOMINATIONS, NUMBERS, MATURITIES AND INTEREST
RATES. That the Bonds shall initially be issued, sold and delivered hereunder as fully registered
bonds, without interest coupons, dated August 15, 2010, in the respective denominations and
principal amounts hereinafter stated, numbered consecutively from R-1 upward, payable to the
respective initial registered owners thereof, or to the registered assignee or assignees of the Bonds
or any portion or portions thereof (in each case, the "Registered Owner"), and the Bonds shall mature
and be payable on February 15 in each of the years and in the principal amounts, and shall bear
interest at the rates per annum, as follows:
Principal
Interest
Principal
Interest
Year
Amount
Rate
Year
Amount
Rate
2011
1,020,000
2.000
2021
950,000
3.000
2012
635,000
2.000
2022
995,000
3.000
2013
665,000
2.000
2023
1,040,000
3.000
2014
695,000
2.000
2024
1,090,000
3.000
2015
725,000
2.000
2025
1,135,000
3.125
2016
760,000
2.000
2026
1,190,000
3.250
2017
795,000
2.000
2027
1,245,000
3.250
2018
830,000
3.000
2028
1,300,000
3.375
2019
870,000
3.000
2029
1,360,000
3.500
2020
910,000
3.000
2030
1,425,000
3.500
The term "Bonds" as used in this Ordinance shall mean and include collectively the Bonds initially
issued and delivered pursuant to this Ordinance and all substitute Bonds exchanged therefor, as well
as all other substitute Bonds and replacement Bonds issued pursuant hereto, and the term "Bond"
shall mean any of the Bonds. Interest on the Bonds shall be calculated on the basis of a 360-day year
consisting of twelve 30-day months. Interest shall be payable to the registered owner of any such
Bonds in the same manner provided and on the dates stated in the FORM OF BOND.
Section 4. REDEMPTION. (a) That the City reserves the right to redeem the Bonds
maturing on or after February 15, 2020, in whole or in part in principal amounts of $5,000 or any
integral multiple thereof, on February 15, 2019, or on any date thereafter, at the redemption price of
par plus accrued interest to the date fixed for redemption. If less than all of the Bonds are to be
redeemed by the City, the City shall determine the maturity or maturities and the amounts thereof
to be redeemed and shall direct the Paying Agent/Registrar to call by lot Bonds, or portions thereof,
within such maturity or maturities and in such principal amounts, for redemption; provided, that
during any period in which ownership of the Bonds is determined only by a book entry at a securities
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depository for the Bonds, if fewer than all of the Bonds of the same maturity and bearing the same
interest rate are to be redeemed, the particular Bonds of such maturity and bearing such interest rate
shall be selected in accordance with the arrangements between the City and the securities depository.
The City shall notify the Paying Agent/Registrar at least forty-five (45) days prior to the scheduled
redemption date that a redemption of the Bonds is to be effected.
(b) The Bonds are not subject to mandatory sinking fund redemption prior to maturity.
(c) At least thirty (30) days prior to the date any such Bonds are to be redeemed, a written
notice of redemption shall be given by the Paying Agent/Registrar to the registered owner of each
Bond or a portion thereof being called for redemption by depositing such notice in the United States
mail, first-class postage prepaid, addressed to each such registered owner at the address thereof as
shown on the registration books of the Paying Agent/Registrar. By the date fixed for any such re-
demption due provision shall be made by the City with the Paying Agent/Registrar for the payment
of the required redemption price for the Bonds or the portions thereof which are to be so redeemed,
plus accrued interest thereon to the date fixed for redemption. If such notice of redemption is given,
and if due provision for such payment is made, all as provided above, the Bonds, or the portions
thereof which are to be so redeemed, thereby automatically shall be redeemed prior to their
scheduled maturities, and shall not bear interest after the date fixed for their redemption, and shall
not be regarded as being outstanding except for the right of the registered owner to receive the
redemption price plus accrued interest to the date fixed for redemption from the Paying
Agent/Registrar out of the funds provided for such payment. The Paying Agent/Registrar shall
record in the Registration Books all such redemptions of principal of the Bonds or any portion
thereof. If a portion of any Bond shall be redeemed, a substitute Bond or Bonds having the same
maturity date, bearing interest at the same rate, in any denomination or denominations in any integral
multiple of $5,000 of principal amount, at the written request of the registered owner, and in an
aggregate principal amount equal to the unredeemed portion thereof, will be issued to the registered
owner upon the surrender thereof for cancellation, at the expense of the City, all as provided in this
Ordinance.
(d) In addition to the foregoing, the Paying Agent/Registrar shall give notice of
redemption of Bonds by United States mail, first-class postage prepaid, at least 30 days prior to a
redemption date to the MSRB (as defined in Section 17 hereof). The failure to cause such notice to
be given, however, or any defect therein, shall not affect the validity or effectiveness of such
redemption.
(e) In addition, in the event of a redemption caused by an advance refunding of the
Bonds, the Paying Agent/Registrar shall send a second notice of redemption to the persons specified
above at least 30 days but not more than 90 days prior to the actual redemption date. The Paying
Agent/Registrar shall also send a notice of prepayment or redemption to the owner of any Bond who
has not sent the Bonds in for redemption 60 days after the redemption date.
(f) Each redemption notice, whether required in the FORM OF BOND or otherwise by
this Ordinance, shall contain a description of the Bonds to be redeemed, including the complete
name of the Bonds, the series, the date of issue, the interest rate, the maturity date, the CUSIP
number, if any, the amounts called of each Bond, the mailing date for the notice, the date of
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redemption, the redemption price, the name of the Paying Agent/Registrar and the address at which
the Bond may be redeemed, including a contact person and telephone number.
(g) All redemption payments made by the Paying Agent/Registrar to the registered
owners of the Bonds shall include CUSIP numbers relating to each amount paid to such registered
owner.
Section 5. CHARACTERISTICS OF THE BONDS. (a) The Issuer shall keep or cause to
be kept at the corporate trust office in Dallas, Texas (the "Designated Trust Office") of The Bank of
New York Mellon Trust Company, N.A., or such other bank, trust company, financial institution,
or other agency named in accordance with the provisions of (g) below (the "Paying
Agent/Registrar"), books or records for the registration and transfer of the Bonds (the "Registration
Books"), and the Issuer hereby appoints the Paying Agent/Registrar as its registrar and transfer agent
to keep such books or records and make such transfers and registrations under such reasonable
regulations as the Issuer and Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar
shall make such transfers and registrations as herein provided. It shall be the duty of the Paying
Agent/Registrar to obtain from the registered owner and record in the Registration Books the address
of the registered owner of each Bond to which payments with respect to the Bonds shall be mailed,
as herein provided. The Issuer or its designee shall have the right to inspect the Registration Books
during regular business hours of the Paying Agent/Registrar at its Designated Trust Office, but
otherwise the Paying Agent/Registrar shall keep the Registration Books confidential and, unless
otherwise required by law, shall not permit their inspection by any other entity. Registration of each
Bond may be transferred in the Registration Books only upon presentation and surrender thereof to
the Paying Agent/Registrar at its Designated Trust Office for transfer of registration and cancellation,
together with proper written instruments of assignment, in form and with guarantee of signatures
satisfactory to the Paying Agent/Registrar, evidencing the assignment of such Bond, or any portion
thereof in any integral multiple of $5,000, to the assignee or assignees thereof, and the right of such
assignee or assignees to have such Bond or any such portion thereof registered in the name of such
assignee or assignees. Upon the assignment and transfer of any Bond or any portion thereof, a new
substitute bond or bonds shall be issued in exchange therefor in the manner herein provided.
(b) The entity in whose name any Bond shall be registered in the Registration Books at any
time shall be treated as the absolute owner thereof for all purposes of this Ordinance, whether or not
such Bond shall be overdue, and the City and the Paying Agent/Registrar shall not be affected by any
notice to the contrary; and payment of, or on account of, the principal of, premium, if any, and
interest on any such Bond shall be made only to such registered owner. All such payments shall be
valid and effectual to satisfy and discharge the liability upon such Bond to the extent of the sum or
sums so paid.
(c) The City hereby further appoints the Paying Agent/Registrar to act as the paying agent
for paying the principal of and interest on the Bonds, and to act as its agent to exchange or replace
Bonds, all as provided in this Ordinance. The Paying Agent/Registrar shall keep proper records of
all payments made by the City and the Paying Agent/Registrar with respect to the Bonds, and of all
exchanges thereof, and all replacements thereof, as provided in this Ordinance.
(d) Each Bond may be exchanged for fully registered bonds in the manner set forth herein.
Each Bond issued and delivered pursuant to this Ordinance may, upon surrender thereof at the
Designated Trust Office of the Paying Agent/Registrar, together with a written request therefor duly
executed by the registered owner or the assignee or assignees thereof, or its or their duly authorized
attorneys or representatives, with guarantee of signatures satisfactory to the Paying Agent/Registrar,
at the option of the registered owner or such assignee or assignees, as appropriate, be exchanged for
fully registered Bonds, without interest coupons, in the form prescribed in the FORM OF BOND,
in the denomination of $5,000, or any integral multiple thereof (subject to the requirement
hereinafter stated that each substitute Bond shall have a single stated maturity date), as requested in
writing by such registered owner or such assignee or assignees, in an aggregate principal amount
equal to the principal amount of any Bond or Bonds so surrendered, and payable to the appropriate
registered owner, assignee, or assignees, as the case may be. If any Bond or portion thereof is
assigned and transferred, each Bond issued in exchange therefor shall have the same principal
maturity date and bear interest at the same rate as the Bond for which it is being exchanged. Each
substitute Bond shall bear a letter and/or number to distinguish it from each other Bond. The Paying
Agent/Registrar shall exchange or replace Bonds as provided herein, and each fully registered Bond
or Bonds delivered in exchange for or replacement of any Bond or portion thereof as permitted or
required by any provision of this Ordinance shall constitute one of the Bonds for all purposes of this
Ordinance, and may again be exchanged or replaced. It is specifically provided, however, that any
Bond delivered in exchange for or replacement of another Bond prior to the first scheduled interest
payment date on the Bonds (as stated on the face thereof) shall be dated the same date as such Bond,
but each substitute Bond so delivered on or after such first scheduled interest payment date shall be
dated as of the interest payment date preceding the date on which such substitute Bond is delivered,
unless such substitute Bond is delivered on an interest payment date, in which case it shall be dated
as of such date of delivery; provided, however, that if at the time of delivery of any substitute Bond
the interest on the Bond for which it is being exchanged has not been paid, then such substitute Bond
shall be dated as of the date to which such interest has been paid in full. On each substitute Bond
issued in exchange for or replacement of any Bond or Bonds issued under this Ordinance there shall
be printed thereon a Paying Agent/Registrar's Authentication Certificate, in the form hereinafter set
forth in the FORM OF BOND (the "Authentication Certificate"). An authorized representative of
the Paying Agent/Registrar shall, before the delivery of any such substitute Bond, date such substi-
tute Bond in the manner set forth above, and manually sign and date the Authentication Certificate,
and no such substitute Bond shall be deemed to be issued or outstanding unless the Authentication
Certificate is so executed. The Paying Agent/Registrar promptly shall cancel all Bonds surrendered
for exchange or replacement. No additional ordinances, orders, or resolutions need be passed or
adopted by the City Council or any other body or person so as to accomplish the foregoing exchange
or replacement of any Bonds or portion thereof, and the Paying Agent/Registrar shall provide for the
printing, execution, and delivery of the substitute Bond in the manner prescribed herein. Pursuant
to Chapter 1206, Texas Government Code, the duty of exchange or replacement of any Bonds as
aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the execution of Authen-
tication Certificate, the exchanged or replaced Bond shall be valid, incontestable, and enforceable
in the same manner and with the same effect as the Bonds which originally were delivered pursuant
to this Ordinance, approved by the Attorney General, and registered by the Comptroller of Public
Accounts. Neither the City nor the Paying Agent/Registrar shall be required to transfer or exchange
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any Bond so selected for redemption, in whole or in part, within 45 calendar days of the date fixed
for redemption; provided, however, such limitation of transfer shall not be applicable to an exchange
by the registered owner of the uncalled principal of a Bond.
(e) All Bonds issued in exchange or replacement of any other Bond or portion thereof, (i)
shall be issued in fully registered form, without interest coupons, with the principal of and interest
on such Bonds to be payable only to the registered owners thereof, (ii) may be redeemed prior to
their scheduled maturities, (iii) may be transferred and assigned, (iv) may be exchanged for other
Bonds, (v) shall have the characteristics, (vi) shall be signed and sealed, and (vii) the principal of and
interest on the Bonds shall be payable, all as provided, and in the manner required or indicated, in
the FORM OF BOND.
(f) The City shall pay the Paying Agent/Registrar's reasonable and customary fees and
charges for making transfers of Bonds, but the registered owner of any Bond requesting such transfer
shall pay any taxes or other governmental charges required to be paid with respect thereto. The
registered owner of any Bonds requesting any exchange shall pay the Paying Agent/Registrar's
reasonable and standard or customary fees and charges for exchanging any such Bond or portion
thereof, together with any taxes or governmental charges required to be paid with respect thereto,
all as a condition precedent to the exercise of such privilege of exchange, except, however, that in
the case of the exchange of an assigned and transferred Bond or Bonds or any portion or portions
thereof in any integral multiple of $5,000, as provided in this Ordinance, such fees and charges will
be paid by the City. In addition, the City hereby covenants with the registered owners of the Bonds
that it will (i) pay the reasonable and standard or customary fees and charges of the Paying
Agent/Registrar for its services with respect to the payment of the principal of and interest on Bonds,
when due, and (ii) pay the fees and charges of the Paying Agent/Registrar for services with respect
to the transfer or registration of Bonds solely to the extent above provided, and with respect to the
exchange of Bonds solely to the extent above provided.
(g) The City covenants with the registered owners of the Bonds that at all times while the
Bonds are outstanding the City will provide a competent and legally qualified bank, trust company,
financial institution, or other agency to act as and perform the services of Paying Agent/Registrar for
the Bonds under this Ordinance, and that the Paying Agent/Registrar will be one entity. The City
reserves the right to, and may, at its option, change the Paying Agent/Registrar upon not less than
60 days written notice to the Paying Agent/Registrar. In the event that the entity at any time acting
as Paying Agent/Registrar (or its successor by merger, acquisition, or other method) should resign
or otherwise cease to act as such, the City covenants that it will promptly appoint a competent and
legally qualified national or state banking institution which shall be a corporation organized and
doing business under the laws of the United States of America or of any state, authorized under such
laws to exercise trust powers, subject to supervision or examination by federal or state authority, and
whose qualifications substantially are similar to the previous Paying Agent/Registrar to act as Paying
Agent/Registrar under this Ordinance. Upon any change in the Paying Agent/Registrar, the previous
Paying Agent/Registrar promptly shall transfer and deliver the Registration Books (or a copy
thereof), along with all other pertinent books and records relating to the Bonds, to the new Paying
Agent/Registrar designated and appointed by the City. Upon any change in the Paying
Agent/Registrar, the City promptly will cause a written notice thereof to be sent by the new Paying
Agent/Registrar to each registered owner of the Bonds, by United States mail, first-class postage
prepaid, which notice also shall give the address of the new Paying Agent/Registrar. By accepting
the position and performing as such, each Paying Agent/Registrar shall be deemed to have agreed
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to the provisions of this Ordinance, and a certified copy of this Ordinance shall be delivered to each
Paying Agent/Registrar.
Section 6. FORM OF BONDS. The form of the Bonds, including the form of the
Authentication Certificate, the form of Assignment and the form of Registration Certificate of the
Comptroller of Public Accounts of the State of Texas to be attached to the Bonds initially issued and
delivered pursuant to this Ordinance, shall be in substantially the form as set forth in Exhibit A to
this Ordinance, with such appropriate variations, omissions, or insertions as are permitted or required
by this Ordinance. The printer of the Bonds is hereby authorized to print on the Bonds (i) the form
of bond counsel's opinion relating to the Bonds, and (ii) an appropriate statement of insurance
furnished by a municipal bond insurance company providing municipal bond insurance, if any,
covering all or any part of the Bonds. '
Section 7. LEVY OF TAX; INTEREST AND SINKING FUND. That a special fund or
account, to be designated the "City of College Station, Texas Series 2010 General Obligation
Improvement Bond Interest and Sinking Fund" (the "Interest and Sinking Fund") is hereby created
and shall be established and maintained by the City. The Interest and Sinking Fund shall be kept
separate and apart from all other funds and accounts of the City, and shall be used only for paying
the interest on and principal of the Bonds. All ad valorem taxes levied and collected for and on
account of the Bonds shall be deposited, as collected, to the credit of the Interest and Sinking Fund.
During each year while any of the Bonds are outstanding and unpaid, the governing body of the City
shall compute and ascertain the rate and amount of ad valorem tax, based on the latest approved tax
rolls of the City, with full allowances being made for tax delinquencies and the cost of tax
collections, which will be sufficient to raise and produce the money required to pay the interest on
the Bonds as such interest comes due, and to provide a sinking fund to pay the principal (including
mandatory sinking fund redemption payments, if any) of the Bonds as such principal matures or
comes due through operation of the mandatory sinking fund redemption, if any, but never less than
2% of the original amount of the Bonds as a sinking fund each year. The rate and amount of ad
valorem tax is hereby ordered to be levied against all taxable property in the City for each year while
any of the Bonds is outstanding and unpaid, and the ad valorem tax shall be assessed and collected
each such year and deposited to the credit of the Interest and Sinking Fund. Ad valorem taxes
necessary to pay the interest on and principal of the Bonds, as such interest comes due and such
principal matures, are hereby pledged for such payment, within the limit prescribed by law.
Section 8. APPROPRIATION. That there shall be appropriated from the General Fund of
the City for deposit into the Interest and Sinking Fund moneys as may be necessary to pay the
principal and interest payments on the Bonds scheduled to occur on or before February 15, 2011.
Section 9. TRANSFER. That the City shall do any and all things necessary to accomplish
the transfer of monies to the Interest and Sinking Fund of this issue in ample time to pay such items
of principal and interest due on the Bonds.
Section 10. SECURITY FOR FUNDS. That the Interest and Sinking Fund created by this
Ordinance shall be secured in the manner and to the fullest extent permitted or required by law for
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the security of public funds, and such Interest and Sinking Fund shall be used only for the purposes
and in the manner permitted or required by this Ordinance.
Section 11. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED BONDS.
(a) Replacement Bonds. That in the event any outstanding Bond is damaged, mutilated, lost, stolen,
or destroyed, the Paying Agent/Registrar shall cause to be printed, executed, and delivered, a new
Bond of the same principal amount, maturity, and interest rate, as the damaged, mutilated, lost,
stolen, or destroyed Bond, in replacement for such Bond in the manner hereinafter provided.
(b) Application for Replacement Bonds. That application for replacement of damaged,
mutilated, lost, stolen, or destroyed Bonds shall be made by the registered owner thereof to the
Paying Agent/Registrar. In every case of loss, theft, or destruction of a Bond, the registered owner
applying for a replacement Bond shall furnish to the City and to the Paying Agent/Registrar such
security or indemnity as may be required by them to save each of them harmless from any loss or
damage with respect thereto. Also, in every case of loss, theft, or destruction of a Bond, the
registered owner shall furnish to the City and to the Paying Agent/Registrar evidence to their
satisfaction of the loss, theft, or destruction of such Bond, as the case may be. In every case of
damage or mutilation of a Bond, the registered owner shall surrender to the Paying Agent/Registrar
for cancellation the Bond so damaged or mutilated.
(c) No Default Occurred. That notwithstanding the foregoing provisions of this Section, in
the event any such Bond shall have matured, and no default has occurred which is then continuing
in the payment of the principal of, redemption premium, if any, or interest on the Bond, the City may
authorize the payment of the same (without surrender thereof except in the case of a damaged or
mutilated Bond) instead of issuing a replacement Bond, provided security or indemnity is furnished
as above provided in this Section.
(d) Charge for Issuing Replacement Bonds. That prior to the issuance of any replacement
Bond, the Paying Agent/Registrar shall charge the registered owner of such Bond with all legal,
printing, and other expenses in connection therewith. Every replacement Bond issued pursuant to
the provisions of this Section by virtue of the fact that any Bond is lost, stolen, or destroyed shall
constitute a contractual obligation of the City whether or not the lost, stolen, or destroyed Bond shall
be found at any time, or be enforceable by anyone, and shall be entitled to all the benefits of this
Ordinance equally and proportionately with any and all other Bonds duly issued under this
Ordinance.
(e) Authority for Issuing Replacement Bonds. That in accordance with Section 1201.067,
Texas Government Code, this Section of this Ordinance shall constitute authority for the issuance
of any such replacement Bond without necessity of further action by the City or any other body or
person, and the duty of the replacement of such Bonds is hereby authorized and imposed upon the
Paying Agent/Registrar, and the Paying Agent/Registrar shall authenticate and deliver such Bonds
in the form and manner and with the effect, as provided in Section 5(d) of this Ordinance for Bonds
issued in conversion and exchange of other Bonds.
Section 12. FEDERAL INCOME TAX MATTERS. That the City covenants to refrain
from any action which would adversely affect, or to take such action as to ensure, the treatment of
the Bonds as obligations described in section 103 of the Code, the interest on which is not includable
in the "gross income" of the holder for purposes of federal income taxation. In furtherance thereof,
the City covenants as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of
the Bonds (less amounts deposited to a reserve fund, if any) are used for any "private
business use," as defined in section 141(b)(6) of the Code or, if more than 10 percent of the
proceeds 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 Ordinance or any underlying
arrangement, directly or indirectly, secure or provide for the payment of more than 10 percent
of the debt service on the Bonds, in contravention of section 141(b)(2) of the Code;
(b) to take any action to assure that in the event that the "private business use"
described in subsection (a) hereof exceeds five percent of the proceeds of the Bonds (less
amounts deposited into a reserve fund, if any) then the amount in excess of five percent is
used for a "private business use" which is "related" and not "disproportionate", within the
meaning of section 141(b)(3) of the Code, to the governmental use;
(c) to take any action to assure that no amount which is greater than the lesser of
$5,000,000, or five percent of the proceeds of the Bonds (less amounts deposited into a
reserve fund, if any) 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;
(d) to refrain from taking any action which would otherwise result in the Bonds
being treated as "private activity bonds" within the meaning of section 141(b) of the Code;
(e) to refrain from taking any action that would result in the Bonds being "feder-
ally guaranteed" within the meaning of section 149(b) of the Code;
(f) 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, other than investment property acquired
with -
(1) proceeds of the Bonds invested for a reasonable temporary period of
three years or less until such proceeds are needed for the purpose for which the
Bonds are issued,
(2) amounts invested in a bona fide debt service fund, within the meaning
of section 1.148-1(b) of the Treasury Regulations, and
(3) amounts deposited in any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Bonds;
(g) 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
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contravene the requirements of section 148 of the Code (relating to arbitrage) and, to the ex-
tent applicable, section 149(d) of the Code (relating to advance refundings);
(h) 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
percent of the "Excess Earnings," within the meaning of section 148(f) 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 percent of the amount then required to be paid as a result of Excess Earnings
under section 148(f) of the Code; and
(i) to assure that the proceeds of the Bonds will be used solely for new money
projects.
For purposes of the foregoing (a) and (b), the City understands that the term "proceeds" includes
"disposition proceeds" as defined in the Treasury Regulations and, in the case of refunding bonds,
transferred proceeds (if any) and proceeds of the refunded bonds expended prior to the date of
issuance of the Bonds. It is the understanding of the City that the covenants contained herein are
intended to assure compliance with the Code and any regulations or rulings promulgated by the U. S.
Department of the Treasury pursuant thereto. In the event that regulations or rulings are hereafter
promulgated which modify or expand provisions of the Code, as applicable to the Bonds, the City
will not be required to comply with any covenant contained herein to the extent that such failure to
comply, in the opinion of nationally-recognized bond counsel, will not adversely affect the exemp-
tion from federal income taxation 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 exemption
from federal income taxation of interest on the Bonds under section 103 of the Code. In furtherance
of such intention, the City hereby authorizes and directs the Mayor, the City Manager, any Assistant
City Manager and the Chief Financial Officer 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.
In order to facilitate compliance with clause (h) above, a "Rebate Fund" is hereby established
by the City for the sole benefit of the United States of America, and such Fund shall not be subject
to the claim of any other person, including without limitation the bondholders. The Rebate Fund is
established for the additional purpose of compliance with section 148 of the Code.
Section 13. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR THE
PROJECT. That the City covenants to account for the expenditure of proceeds from the sale of the
Bonds and any investment earnings thereon to be used for the purposes described in Section 1 of this
Ordinance (such purpose referred to herein and Section 14 hereof as a "Project") on its books and
records by allocating proceeds to expenditures within 18 months of the later of the date that (a) the
expenditure on a Project is made or (b) such Project is completed. The foregoing notwithstanding,
the City shall not expend such proceeds or investment earnings more than 60 days after the earlier
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of (a) the fifth anniversary of the date of delivery of the Bonds or (b) the date the Bonds are retired,
unless the City obtains an opinion of nationally-recognized bond counsel substantially to the effect
that such expenditure will not adversely affect the tax-exempt status of the Bonds. For purposes
hereof, the City shall not be obligated to comply with this covenant if it obtains an opinion that such
failure to comply will not adversely affect the excludability for federal income tax purposes from
gross income of the interest.
Section 14. DISPOSITION OF PROJECT. That the City covenants that the property
constituting a Project will not be sold or otherwise disposed in a transaction resulting in the receipt
by the City of cash or other compensation, unless the City obtains an opinion of nationally-
recognized bond counsel substantially to the effect that such sale or other disposition will not
adversely affect the tax-exempt status of the Bonds. For purposes of the foregoing, the portion of
the property comprising personal property and disposed in the ordinary course shall not be treated
as a transaction resulting in the receipt of cash or other compensation. For purposes hereof, the City
shall not be obligated to comply with this covenant if it obtains an opinion that such failure to
comply will not adversely affect the excludability for federal income tax purposes from gross income
of the interest.
Section 15. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS. That the Chief
Financial Officer of the City is hereby authorized to have control of the Bonds initially issued and
delivered hereunder and all necessary records and proceedings pertaining to the Bonds pending their
delivery and their investigation, examination, and approval by the Attorney General of the State of
Texas, and their registration by the Comptroller of Public Accounts of the State of Texas. Upon
registration of the Bonds said Comptroller of Public Accounts (or a deputy designated in writing to
act for said Comptroller) shall manually sign the Comptroller's Registration Certificate attached to
such Bonds, and the seal of said Comptroller shall be impressed, or placed in facsimile, on such
certificate. The Bonds thus registered shall remain in the custody of the Chief Financial Officer (or
the designee thereof) until delivered to the Purchasers (as defined in Section of this Ordinance).
Section 16. DTC REGISTRATION. That the Bonds initially shall be issued and delivered
in such manner that no physical distribution of the Bonds will be made to the public, and The
Depository Trust Company ("DTC"), New York, New York, initially will act as depository for the
Bonds. DTC has represented that it is a limited purpose trust company incorporated under the laws
of the State of New York, a member of the Federal Reserve System, a "clearing corporation" within
the meaning of the New York Uniform Commercial Code, and a "clearing agency" registered under
Section 17A of the Securities Exchange Act of 1934, as amended, and the City accepts, but in no
way verifies, such representations. The Bonds initially authorized by this Ordinance shall be
delivered to and registered in the name of CEDE & CO., the nominee of DTC. It is expected that
DTC will hold the Bonds on behalf of the Purchasers and its participants. So long as each Bond is
registered in the name of CEDE & CO., the Paying Agent/Registrar shall treat and deal with DTC
the same in all respects as if it were the actual and beneficial owner thereof. It is expected that DTC
will maintain a book-entry system which will identify ownership of the Bonds in integral amounts
of $5,000, with transfers of ownership being effected on the records of DTC and its participants
pursuant to rules and regulations established by them, and that the Bonds initially deposited with
DTC shall be immobilized and not be further exchanged for substitute Bonds except as hereinafter
ii
provided. The City is not responsible or liable for any functions of DTC, will not be responsible for
paying any fees or charges with respect to its services, will not be responsible or liable for
maintaining, supervising, or reviewing the records of DTC or its participants, or protecting any
interests or rights of the beneficial owners of the Bonds. It shall be the duty of the DTC Participants,
as defined in the Official Statement herein approved, to make all arrangements with DTC to establish
this book-entry system, the beneficial ownership of the Bonds, and the method of paying the fees and
charges of DTC. The City does not represent, nor does it in any way covenant that the initial book-
entry system established with DTC will be maintained in the future. Notwithstanding the initial
establishment of the foregoing book-entry system with DTC, if for any reason any of the originally
delivered Bonds is duly filed with the Paying Agent/Registrar with proper request for transfer and
substitution, as provided for in this Ordinance, substitute Bonds will be duly delivered as provided
in this Ordinance, and there will be no assurance or representation that any book-entry system will
be maintained for such Bonds. In connection with the initial establishment of the foregoing book-
entry system with DTC, the City heretofore has executed a "Blanket Letter of Representations"
prepared by DTC in order to implement the book-entry system described above.
Section 17. CONTINUING DISCLOSURE OBLIGATION. (a) Definitions. That as used
in this Section, the following terms have the meanings ascribed to such terms below:
"MSRB" means the Municipal Securities Rulemaking Board.
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
(b) Annual Reports. (i) The City shall provide annually to the MSRB, in an electronic
format as prescribed by the MSRB, within six months after the end of each fiscal year ending in or
after 2010, financial information and operating data with respect to the City of the general type
included in the final Official Statement authorized by Section 19 of this Ordinance, being the
information described in Exhibit B hereto. Any financial statements so to be provided shall be (1)
prepared in accordance with the accounting principles described in Exhibit B hereto, or such other
accounting principles as the City may be required to employ from time to time pursuant to state law
or regulation, 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, then the City shall provide unaudited financial
statements by the required time, and shall provide audited financial statements for the applicable
fiscal year to the MSRB, when and if the audit report on such statements become available.
(ii) If the City changes its fiscal year, it will notify the MSRB 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 that is available to the public
on the MSRB's internet website or filed with the SEC. All documents provided to the MSRB
pursuant to this Section shall be accompanied by identifying information as prescribed by the MSRB.
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(c) Material Event Notices. The City shall notify the MSRB in an electronic format as
prescribed by the MSRB, in a timely manner, of any of the following events with respect to .the
Bonds, if such event is material within the meaning of the federal securities laws:
1. Principal and interest payment delinquencies;
2. Non-payment related defaults;
3. Unscheduled draws on debt service reserves reflecting financial difficulties;
4. Unscheduled draws on credit enhancements reflecting financial difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions or events affecting the tax-exempt status of the Bonds;
7. Modifications to rights of holders of the Bonds;
8. Bond calls;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the Bonds;
and
11. Rating changes.
The City shall notify the MSRB, in a timely manner, of any failure by the City to provide financial
information or operating data in accordance with subsection (b) of this Section by the time required
by such subsection.
(d) Limitations, Disclaimers, and Amendments. (i) The City shall be obligated to observe
and perform the covenants specified in this Section for so long as, but only for so long as, the City
remains an "obligated person" with respect to the Bonds within the meaning of the Rule, except that
the City in any event will give notice of any deposit made in accordance with this Ordinance or
applicable law that causes Bonds no longer to be outstanding.
(ii) The provisions of this Section are for the sole benefit of the registered owners and
beneficial owners of the Bonds, and nothing in this Section, express or implied, shall give any
benefit or any legal or equitable right, remedy, or claim hereunder to any other person. The City
undertakes to provide only the financial information, operating data, financial statements, and notices
which it has expressly agreed to provide pursuant to this Section and does not hereby undertake to
provide any other information that may be relevant or material to a complete presentation of the
City's financial results, condition, or prospects or hereby undertake to update any information
provided in accordance with this Section or otherwise, except as expressly provided herein. The City
does not make any representation or warranty concerning such information or its usefulness to a
decision to invest in or sell Bonds at any future date.
(iii) UNDER NO CIRCUMSTANCE SHALL THE CITY BE LIABLE TO THE
REGISTERED OWNER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER
PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART
FROM ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON
ITS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND
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REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF
ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC
PERFORMANCE.
(iv) 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 provision 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.
(v) Should the Rule be amended to obligate the City to make filings with or provide notices
to entities other than the MSRB, the City hereby agrees to undertake such obligation with respect
to the Bonds in accordance with the Rule as amended. The provisions of this Section may be
amended by the City from time to time 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, but only if (1) the provisions of this Section, as so amended, would have
permitted an underwriter to purchase or sell Bonds in the primary offering of the Bonds in
compliance with the Rule, taking into account any amendments or interpretations of the Rule since
such offering as well as such changed circumstances and (2) either (a) the registered owners of a
majority in aggregate principal amount (or any greater amount required by any other provision of this
Ordinance that authorizes such an amendment) of the outstanding Bonds consent to such amendment
or (b) a person that is unaffiliated with the City (such as nationally recognized bond counsel)
determined that such amendment will not materially impair the interest of the registered owners and
beneficial owners of the Bonds. If the City so amends the provisions of this Section, it shall include
with any amended financial information or operating data next provided in accordance with
subsection (b) of this Section an explanation, in narrative form, of the reason for the amendment and
of the impact of any change in the type of financial information or operating data so provided. The
City may also amend or repeal the provisions of this continuing disclosure agreement if the SEC
amends or repeals the applicable provision ofthe Rule or a court of final jurisdiction enters judgment
that such provisions of the Rule are invalid, but only if and to the extent that the provisions of this
sentence would not prevent an underwriter from lawfully purchasing or selling Bonds in the primary
offering of the Bonds.
Section 18. DEFEASANCE. (a) Deemed Paid. Any Bond and the interest thereon shall
be deemed to be paid, retired and no longer outstanding (a "Defeased Bond") within the meaning-of
this Ordinance, except to the extent provided in subsection (e) of this Section, when payment of the
principal of such Bond, plus interest thereon to the due date (whether such due date be by reason of
maturity 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 on or before such due date by irrevocably
depositing with or making available to the Paying Agent/Registrar in accordance with an escrow
agreement or other instrument (the "Future Escrow Agreement") for such payment (1) lawful money
of the United States of America sufficient to make such payment or (2) Defeasance Securities that
mature as to principal and interest in such amounts and at such times as will insure the availability,
without reinvestment, of sufficient money to provide for such payment, and when proper
arrangements have been made by the City with the Paying Agent/Registrar for the payment of its
services until all Defeased Bonds shall have become due and payable. At such time as a Bond shall
14
be deemed to be a Defeased Bond hereunder, as aforesaid, such Bond and the interest thereon shall
no longer be secured by, payable from, or entitled to the benefits of, the ad valorem taxes herein
levied and pledged as provided in this Ordinance, and such principal and interest shall be payable
solely from such money or Defeasance Securities.
(b) Investments. Any moneys so deposited with the Paying Agent/Registrar may at the
written direction of the City be invested in Defeasance Securities, maturing in the amounts and times
as hereinbefore set forth, and all income from such Defeasance Securities received by the Paying
Agent/Registrar that is not required for the payment of the Bonds and interest thereon, with respect
to which such money has been so deposited, shall be turned over to the City, or deposited as directed
in writing by the City. Any Future Escrow Agreement pursuant to which the money and/or
Defeasance Securities are held for the payment of Defeased Bonds may contain provisions
permitting the investment or reinvestment of such moneys in Defeasance Securities or the
substitution of other Defeasance Securities upon the satisfaction of the requirements specified in
subsection (a)(i) or (ii) above. All income from such Defeasance Securities received by the Paying
Agent/Registrar which is not required for the payment of the Defeased Securities, with respect to
which such money has been so deposited, shall be remitted to the City or deposited as directed in
writing by the City.
(c) Selection of Defeased Bonds. In the event that the City elects to defease less than all of
the principal amount of Bonds of a maturity, the Paying Agent/Registrar shall select, or cause to be
selected, such amount of Bonds by such random method as it deems fair and appropriate.
(d) Defeasance Securities. The term "Defeasance Securities" means (i) direct, noncallable
obligations of the United States of America, including obligations that are unconditionally
guaranteed by the United States of America, (ii) noncallable obligations of an agency or
instrumentality of the United States of America, including obligations that are unconditionally
guaranteed or insured by the agency or. instrumentality and that, on the date of the purchase thereof
are rated as to investment quality by a nationally recognized investment rating firm not less than
AAA or its equivalent, and (iii) noncallable obligations of a state or an agency or a county,
municipality, or other political subdivision of a state that have been refunded and that, on the date
the governing body of the City adopts or approves the proceedings authorizing the financial
arrangements are rated as to investment quality by a nationally recognized investment rating firm not
less than AAA or its equivalent.
(e) Continuing.Duty of Paying Agent/Registrar. Until all Bonds defeased under this Section
of this Ordinance shall become due and payable, the Paying Agent/Registrar for such Bonds shall
perform the services of Paying Agent/Registrar for such Bonds the same as if they,had not been
defeased, and the City shall make proper arrangements to provide and pay for such services.
Section 19. SALE OF BONDS. (a) Sale to Best Bidder. That the sale of the Bonds to J.P.
Morgan Securities Inc., and syndicate members (the "Purchasers"), at a price of par, plus a net
premium of $202,856.10, and less the Purchasers' discount of $202,856.10, is hereby authorized,
15
ratified and confirmed. It is hereby officially found, determined and declared that the Bonds were
sold to the highest bidder at terms that were the most advantageous reasonably obtained.
(b) Offering Documents. The Bonds were sold pursuant to the terms of a "Notice of Sale and
Bidding Instructions", "Official Bid Form" and "Official Statement", the use of which documents,
a true and correct copy of each such document is attached hereto, is hereby approved. The use of
the "Preliminary Official Statement" prepared in connection with the sale of the Bonds is hereby
ratified.
Section 20. FURTHER PROCEDURES. That the Mayor, the City Secretary, the City
Manager, the Chief Financial Officer of the City, any Assistant City Manager, and all other officers,
employees, 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 corporate 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, and the sale and delivery
of the Bonds and fixing all details in connection therewith. The City Council hereby authorizes the
payment of the fee of the Office of the Attorney General of the State of Texas for the examination
of the proceedings relating to the issuance of the Bonds, in the amount determined in accordance
with the provisions of Section 1202.004, Texas Government Code.
Section 21. USE OF PROCEEDS. That the proceeds from the sale of the Bonds shall be
used in the manner described in a letter of instructions prepared by the City or on behalf of the City
by the City's financial advisor. The foregoing notwithstanding, proceeds representing accrued
interest on the Bonds shall be deposited to the credit of the Interest and Sinking Fund. Any amounts
remaining after completion of the improvements described in Section 1 hereof shall be transferred
FIRST to the Rebate Fund, to the extent required by Section 12 hereof, and THEREAFTER to the
Interest and Sinking Fund.
Section 22. INTEREST EARNINGS. That the interest earnings derived from the investment
of proceeds from the sale of the Bonds may be used along with other proceeds for the construction
of the permanent improvements set forth in Section 1 hereof for which the Bonds are issued;
provided that after completion of such permanent improvements, if any of such interest earnings
remain on hand, such interest earnings shall be deposited in the Interest and Sinking Fund. It is
further provided, however, that any interest earnings on proceeds which are required to be rebated
to the United States of America pursuant to this Ordinance hereof in order to prevent the Bonds from
being arbitrage bonds shall be so rebated and not considered as interest earnings for the purposes of
this Section.
Section 23. DEFAULT AND REMEDIES.
(a) Events of Default. Each of the following occurrences or events for the purpose of this
Ordinance is hereby declared to be an Event of Default:
16
(i) the failure to make payment of the principal of or interest on any of the Bonds
when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or
obligation of the City, the failure to perform which materially, adversely affects the rights of
the registered owners of the Bonds, including, but not limited to, their prospect or ability to
be repaid in accordance with this Ordinance, and the continuation thereof for a period of 60
days after notice of such default is given by any registered owner to the City.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any
registered owner or an authorized representative thereof, including, but not limited to, a
trustee or trustees therefor, may proceed against the City, or any official, officer or employee
of the City in their official capacity, for the purpose of protecting and enforcing the rights of
the registered owners under this Ordinance, by mandamus or other suit, action or special
proceeding in equity or at law, in any court of competent jurisdiction, for any relief permitted
by law, including the specific performance of any covenant or agreement contained herein,
or thereby to enjoin any act or thing that may be unlawful or in violation of any right of the
registered owners hereunder or any combination of such remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for the
equal benefit of all registered owners of Bonds then outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved is intended to be exclusive of any other
available remedy or remedies, but each and every such remedy shall be cumulative and shall
be in addition to every other remedy given hereunder or under the Bonds or now or hereafter
existing at law or in equity; provided, however, that notwithstanding any other provision of
this Ordinance, the right to accelerate the debt evidenced by the Bonds shall not be available
as a remedy under this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed a
waiver of any other available remedy.
(iii) By accepting the delivery of a Bond authorized under this Ordinance, such
registered owner agrees that the certifications required to effectuate any covenants or
representations contained in this Ordinance do not and shall never constitute or give rise to
a personal or pecuniary liability or charge against the officers, employees or members of the
City or the City Council.
(iv) None of the members of the City Council, nor any other official or officer, agent,
or employee of the City, shall be charged personally by the registered owners with any
17
liability, or be held personally liable to the registered owners under any term or provision of
this Ordinance, or because of any Event of Default or alleged Event of Default under this
Ordinance.
Section 24. MISCELLANEOUS PROVISIONS. (a) Titles Not Restrictive. That 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) Rules of Construction. The words "herein", "hereof' and "hereunder" and other words
of similar import refer to this Ordinance as a whole and not to any particular Section or other
subdivision. Except where the context otherwise requires, terms defined in this Ordinance to impart
the singular number shall be considered to include the plural number and vice versa. References to
any named person means that party and its successors and assigns. References to any constitutional,
statutory or regulatory provision means such provision as it exists on the date this Ordinance is
adopted by the City and any future amendments thereto or successor provisions thereof. Any
reference to "FORM OF BOND" shall refer to the form of the Bonds set forth in Exhibit A to this
Ordinance. Any reference to the payment of principal in this Ordinance shall be deemed to include
the payment of any mandatory sinking fund redemption payments as may be described herein.
(c) Inconsistent Provisions. All ordinances, orders and resolutions, or parts thereof, which
are in conflict or inconsistent with any provision of this Ordinance are hereby repealed and declared
to be inapplicable, and the provisions of this Ordinance shall be and remain controlling as to the
matters prescribed herein.
(d) Severability. If any word, phrase, clause, paragraph, sentence, part, portion, or provision
of this Ordinance or the application thereof to any person or circumstance 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.
(e) Governing Law. This Ordinance shall be construed and enforced in accordance with the
laws of the State of Texas.
(f) Open Meeting. The City officially finds and determines that 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.
(g) Application of Chapter 1208, Government Code. Chapter 1208, Texas Government
Code, applies to the issuance of the Bonds and the pledge of ad valorem taxes granted by the City
under Section 7, and such pledge is therefore valid, effective, and perfected. If Texas law is
amended at any time while the Bonds are outstanding and unpaid such that the pledge of the ad
valorem taxes granted by the City is to be subject to the filing requirements of Chapter 9, Texas
Business & Commerce Code, then in order to preserve to the Registered Owners of the Bonds the
perfection of the security interest in said pledge, the City agrees to talce such measures as it
determines are reasonable and necessary under Texas law to comply with the applicable provisions
of Chapter 9, Texas Business & Commerce Code and enable a filing to perfect the security interest
in said pledge to occur.
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(h) Immediate Effect. In accordance with the provisions of Section 1201.028, Texas
Government Code, this Ordinance shall be effective immediately upon its adoption by the City
Council.
[Remainder ofpage intentionally left blank.]
19
PASSED AND APPROVED THIS AUGUST 26, 2010.
r OL~ City Secretary, City of College Station, Texas Mayor, City ACollege Station,orexas
(CITY SEAL)
APPROVED:
McCall, Parkhurst & Horton L.L.P., Dallas, Texas
Bond Counsel
20
EXHIBIT A
FORM OF BOND
NO.
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF BRAZOS
CITY OF COLLEGE STATION, TEXAS
GENERAL OBLIGATION IMPROVEMENT BONDS
SERIES 2010
MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE CUSIP
% SEPTEMBER 23, 2010
ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF COLLEGE STATION,
TEXAS, in Brazos County (the "City" or the "Issuer"), being a political subdivision of the State of
Texas, hereby promises to pay to , or to the
registered assignee hereof (either-being hereinafter called the "registered owner") the principal
amount of
DOLLARS
and to pay interest thereon, from the Original Issue Date specified above, to the Maturity Date
specified above, or the date of its redemption prior to scheduled maturity, at the interest rate per
annum specified above, with said interest payable on February 15, 2011, and semiannually on each
August 15 and February 15 thereafter until maturity or prior redemption; except that if this Bond is
required to be authenticated and the date of its authentication is later than February 15, 2011, such
interest is payable semiannually on each August 15 and February 15 following such date.
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the
United States of America, without exchange or collection charges. At maturity or redemption prior
to maturity, the principal of this Bond shall be paid to the registered owner hereof upon presentation
and surrender of this Bond at the designated corporate trust office in Dallas, Texas (the "Designated
Trust Office") of The Bank of New York Mellon Trust Company, N.A., which is the "Paying
Agent/Registrar" for this Bond. The payment of interest on this Bond shall be made by the Paying
Agent/Registrar to the registered owner hereof on each interest payment date by check, dated as of
such interest payment date, drawn by the Paying Agent/Registrar on, and payable solely from, funds
of the Issuer required by the ordinance authorizing the issuance of this Bond (the "Bond Ordinance")
to be on deposit with the Paying Agent/Registrar for such purpose as hereinafter provided; and such
check shall be sent by the Paying Agent/Registrar by United States mail, first-class postage prepaid,
on each such interest payment date, to the registered owner hereof, at its address as it appeared on
the last business day of the month preceding each such date (the "Record Date") on the Registration
Books kept by the Paying Agent/Registrar, as hereinafter described. Any accrued interest due at
maturity as provided herein shall be paid to the registered owner upon presentation and surrender
of this Bond for payment at the Designated Trust Office of the Paying Agent/Registrar. The Issuer
covenants with the registered owner of this Bond that on or before each principal and interest
payment date for this Bond it will make available to the Paying Agent/Registrar, from the "Interest
and Sinking Fund" created by the Bond Ordinance, the amounts required to provide for the payment,
in immediately available funds, of all principal of and interest on the Bonds, when due.
IN THE EVENT OF NON-PAYMENT of interest on a scheduled payment date, and for 30
days thereafter, a new record date for such interest payment (a "Special Record Date") will be
established by the Paying Agent/Registrar, if and when funds for the payment of such interest have
been received from the Issuer. Notice of the Special Record Date and of the scheduled payment date
of the past due interest ("Special Payment Date", which shall be 15 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 each registered owner of a Bond appearing on the
Registration Books kept by the Paying Agent/Registrar at the close of business on the last business
day next preceding the date of mailing of such notice.
IF THE DATE for the payment of the principal of or interest on this Bond shall be a
Saturday, Sunday, a legal holiday, or a day on which banking institutions in the city where the
Designated Trust Office of the Paying Agent/Registrar is located are authorized by law or executive
order to close, then the date for such payment shall be the next succeeding day which is not such a
Saturday, Sunday, legal holiday, or day on which banking institutions are authorized to close; and
payment on such date shall have the same force and effect as if made on the original date payment
was due.
THIS BOND is one of a Series of Bonds dated as of August 15, 2010, authorized in
accordance with the Constitution and. laws of the State of Texas in the principal amount of
$19,635,000, for the purpose of paying contractual obligations to be incurred by the City, to-wit, the
construction of improvements as described in the Bond Ordinance, and the payment of fiscal,
engineering and legal fees incurred in connection therewith.
ON FEBRUARY 15, 2019, or on any date thereafter, the Bonds of this Series maturing on
February 15, 2020 and thereafter may be redeemed prior to their scheduled maturities, at the option
of the Issuer, in whole, or in part, at par and accrued interest to the date fixed for redemption. The
years of maturity of the Bonds called for redemption at the option of the City prior to stated maturity
shall be selected by the City. The Bonds or portions thereof redeemed within a maturity shall be
selected by lot or other method by the Paying Agent/Registrar; provided, that during any period in
which ownership of the Bonds is determined only by a book entry at a securities depository for the
Bonds, if fewer than all of the Bonds of the same maturity and bearing the same interest rate are to
be redeemed, the particular Bonds of such maturity and bearing such interest rate shall be selected
in accordance with the arrangements between the Issuer and the securities depository.
AT LEAST 30 days prior to the date fixed for any such redemption, a written notice of such
redemption shall be given to the registered owner of each Bond or a portion thereof being called for
redemption by depositing such notice in the United States mail, first-class postage prepaid, addressed
to each such registered owner at his address shown on the Registration Books of the Paying
Agent/Registrar. By the date fixed for any such redemption due provision shall be made by the
Issuer with the Paying Agent/Registrar for the payment of the required redemption price for this
Bond or the portion hereof which is to be so redeemed, plus accrued interest thereon to the date fixed
for redemption. If such notice of redemption is given, and if due provision for such payment is
made, all as provided above, this Bond, or the portion hereof which is to be so redeemed, thereby
automatically shall be redeemed prior to its scheduled maturity, and shall not bear interest after the
date fixed for its redemption, and shall not be regarded as being outstanding except for the right of
the registered owner to receive the redemption price plus accrued interest to the date fixed for
redemption from the Paying Agent/Registrar out of the funds provided for such payment. The
Paying Agent/Registrar shall record in the Registration Books all such redemptions of principal of
this Bond or any portion hereof. If a portion 'of any Bond shall be redeemed a substitute Bond or
Bonds having the same maturity date, bearing interest at the same rate, in any denomination or
denominations in any integral multiple of $5,000, at the written request of the registered owner, and
in aggregate principal amount equal to the unredeemed portion thereof, will be issued to the
registered owner upon the surrender thereof for cancellation, at the expense of the Issuer; all as
provided in the Ordinance.
ALL BONDS OF THIS SERIES are issuable solely as fully registered Bonds, without interest
coupons, in the denomination of any integral multiple of $5,000. As provided in the Bond
Ordinance, this Bond may, at the request of the registered owner or the assignee or assignees hereof,
be assigned, transferred, and exchanged for a like aggregate principal amount of fully registered
Bonds, without interest coupons, payable to the appropriate registered owner, assignee, or assignees,
as the case may be, having the same maturity date, and bearing interest at the same rate, in any
denomination or denominations in any integral multiple of $5,000 as requested in writing by the
appropriate registered owner, assignee, or assignees, as the case may be, upon surrender of this Bond
to the Paying Agent/Registrar at its Designated Trust Office for cancellation, all in accordance with
the form and procedures set forth in the Bond Ordinance. Among other requirements for such
assignment and transfer, this Bond must be presented and surrendered to the Paying Agent/Registrar
at its Designated Trust Office, together with proper instruments of assignment, in form and with
guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this
Bond or any portion or portions hereof in any integral multiple of $5,000 to the assignee or assignees
in whose name or names this Bond or any such portion or portions hereof is or are to be transferred
and registered. The form of Assignment printed or endorsed on this Bond may be executed by the
registered owner to evidence the assignment hereof, but such method is not exclusive, and other
instruments of assignment satisfactory to the Paying Agent/Registrar may be used to evidence the
assignment of this Bond or any portion or portions hereof from time to time by the registered owner.
The foregoing notwithstanding, in the case of the exchange of an assigned and transferred Bond or
Bonds or any portion or portions thereof, such fees and charges of the Paying Agent/Registrar will
be paid by the Issuer. The one requesting such exchange shall pay the Paying Agent/Registrar's
reasonable standard or customary fees and charges for exchanging any Bond or portion thereof. In
any circumstance, any taxes or governmental charges required to be paid with respect thereto shall
be paid by the one requesting such assignment, transfer, or exchange as a condition precedent to the
exercise of such privilege. In any circumstance, neither the Issuer nor the Paying Agent/Registrar
shall be required (1) to make any transfer or exchange during a period beginning at the opening of
business 30 days before the day of the first mailing of a notice of redemption of Bonds and ending
at the close of business on the day of such mailing, or (2) to transfer or exchange any Bonds so
selected for redemption when such redemption is scheduled to occur within 30 calendar days.
WHENEVER the beneficial ownership of this Bond is determined by a book entry at a
securities depository for the Bonds, the foregoing requirements of holding, delivering or transferring
this Bond shall be modified to require the appropriate person or entity to meet the requirements of
the securities depository as to registering or transferring the book entry to produce the same effect.
IN THE EVENT any Paying Agent/Registrar for the Bonds is changed by the Issuer, resigns,
or otherwise ceases to act as such, the Issuer has covenanted in the Bond Ordinance that it promptly
will appoint a competent and legally qualified substitute therefor, and promptly will cause written
notice thereof to be mailed to the registered owners of the Bonds.
IT IS HEREBY certified, recited and covenanted that this Bond has been duly and validly
authorized, issued, and delivered; that all acts, conditions, and things required or proper to be
performed, exist, and be done precedent to or in the authorization, issuance, and delivery of this
Bond have been performed, existed, and been done in accordance with law; that this Bond is a direct
obligation of said Issuer, issued on the full faith and credit thereof, and that in accordance with the
terms of the Bond Ordinance, annual ad valorem taxes sufficient to provide for the payment of the
interest on and principal of this Bond, as such interest comes due and such principal matures, have
been levied and ordered to be levied against all taxable property in said Issuer, and have been
pledged for such payment, within the limit prescribed by law.
BY BECOMING the registered owner of this Bond, the registered owner thereby
acknowledges all of the terms and provisions of the Bond Ordinance, agrees to be bound by such
terms and provisions, acknowledges that the Bond Ordinance is duly recorded and available for
inspection in the official minutes and records of the Issuer, and agrees that the terms and provisions
of this Bond and the Bond Ordinance constitute a contract between each registered owner hereof and
the Issuer.
IN WITNESS WHEREOF, this Bond has been signed with the manual or facsimile signature
of the Mayor of the City, attested by the manual or facsimile signature of the City Secretary, and the
official seal of the Issuer has been duly affixed to, or impressed, or placed in facsimile, on this Bond.
xxxxx
City Secretary, City of College Station, Texas
xxxxx
Mayor, City of College Station, Texas
(SEAL)
FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued under the provisions of the proceedings
adopted by the City as described in the text of this Bond; and that this Bond has been issued in
exchange for or replacement of a bond of an issue which originally was approved by the Attorney
General of the State of Texas and registered by the Comptroller of Public Accounts of the State of
Texas.
Dated
The Bank of New York Mellon Trust Company,
N.A.,
Paying Agent/Registrar
By
Authorized Representative
*FORM OF COMPTROLLER'S CERTIFICATE ATTACHED TO
THE CERTIFICATES UPON INITIAL DELIVERY THEREOF
OFFICE OF COMPTROLLER
STATE OF TEXAS
REGISTER NO.
I hereby certify that there is on file and of record in my office a certificate of the Attorney
General of the State of Texas to the effect that this Bond has been examined by him as required by
law, and that he finds that it has been issued in conformity with the Constitution and laws of the
State of Texas, and that it is a valid and binding obligation of the City of College Station, Texas,
payable in the manner provided by and in the ordinance authorizing same, and said Bond has this
day been registered by me.
WITNESS MY HAND and seal of office at Austin, Texas this
(SEAL)
Comptroller of Public Accounts of
the State of Texas
NOTE:* to accompany initial Bonds only
FORM OF ASSIGNMENT
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto:
Please insert Social Security or Taxpayer Identification Number of Transferee
Please print or type name and address, including zip code of Transferee
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints:
attorney, to register the transfer of the within Bond
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 an
eligible guarantor institution participating in a
securities transfer association recognized
signature guarantee program.
NOTICE: The signature above must correspond
with the name of the registered owner as it
appears upon the front of this Bond in every
particular, without alteration or enlargement or
any change whatsoever.
EXHIBIT B
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Section 17 of this Ordinance.
Annual Financial Statements and Operating Data
The financial information and operating data with respect to the City to be provided annually
in accordance with such Section are as specified below (and included in the Appendix or under the
headings of the Official Statement referred to):
1. The "Audit Report" for the most recently concluded fiscal year.
2. The information included in the Official Statement under the following captions, but for
the most recently concluded fiscal year: Tables 1 through 6, 8 through 14, and 20, and Appendix B.
Accounting Principles
The accounting principles referred to in such Section are the accounting principles described
in the notes to the financial statements referred to in paragraph 1 described above, as such principles
may be changed from time to time to comply with state law or regulation.