HomeMy WebLinkAbout2022 0517Agenda Item No:1.5
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: City Secretary
Item Type: Miscellaneous
Agenda Section:
Subject:
Items of Community Interest
Suggested Action:
Attachments:
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Agenda Item No:1.6
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Megan Charters
Submitting Department: Library
Item Type: Announcement
Agenda Section:
Subject:
Receive presentation from the Library regarding upcoming events and activities. (Charters)
Suggested Action:
Attachments:
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Agenda Item No:3.1
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: City Secretary
Item Type: Miscellaneous
Agenda Section:
Subject:
Council to provide direction to staff regarding future agenda items. (Council)
Suggested Action:
Attachments:
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Agenda Item No:4.1
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: City Secretary
Item Type: Minutes
Agenda Section:
Subject:
Consider approving City Council Special Planning Session meeting minutes for April 30, 2022 and Regular
Session meeting minutes for May 3, 2022. (Stewart)
Suggested Action:
Attachments:
April 30, 2022 DRAFT Minutes Planning Session.docx
May 5, 2022 DRAFT Minutes.docx
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MINUTES OF THE CITY COUNCIL SPECIAL SESSION
HELD ON
APRIL 30, 2022
The Special Session of the City Council of the City of The Colony, Texas, convened at 9:30 a.m.
on the 30th day of April, 2022, at the Cascades Conference Center, 5909 Stone Creek Dr., The
Colony, Texas, with the following in attendance:
Richard Boyer, Mayor Present
Judy Ensweiler, Councilmember Present
Robyn Holtz, Councilmember Present
Brian Wade, Councilmember Present
David Terre, Councilmember Present
Perry Schrag, Councilmember Present
Joel Marks, Councilmember Present
And with 7 councilmembers present a quorum was established.
Also in attendance:
Troy Powell, City Manager
Tim Miller, Assistant City Manager
Brant Shallenburger, Deputy City Manager
Joe Perez, Deputy City Manager
David Coulon, Police Chief
Scott Thompson, Fire Chief
Troy Powell opened the meeting by explaining that this is a public meeting. He asked that goals
be identified and prioritized.
Mayor Boyer discussed potential changes in legislation and how The Colony would be affected.
The Colony has little ability to be proactive regarding the legislature, but will continue to travel to
Austin for representation. Troy reminded that there is money budgeted for conferences, trips to
Austin, etc.
Police Chief David Coulon gave an overview of the current status of the Police Dept. regarding
policies and training. He gave a report on activity and accomplishments of the department as well
as a report on crime, which is up by 25% primarily due to new businesses.
Fire Chief Scott Thompson also reported on advancements and accomplishments of his
department. New problems have surfaced with theconstruction of high rise buildings. Fire Station
No. 5 should eliminate the need for mutual aid from other cities. A necessary upgrade to the radio
system will be addressed during budget preparation.
Both Chief Coulon and Chief Thompson stressed the dire need for additional office space for
administrative personnel.
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The possibility of creating additional revenue by filing charges with insurance companies for EMS
support to non-residents was discussed.
The sound wall will need to be cleaned annually. There is a reasonable quote for $40,000 for the
first year and $16,000 for subsequent years which was unanimously agreed upon.
Moving city elections from November to May will take legislative action. Discussion followed
outlining pros and cons.
Tim Miller presented a detailed report of the current outstanding debt situation.
Every department in the City is at its capacity for office space, therefore, the City has made an
offer to purchase an elementary school from LISD. The City stressed to LISD that there would be
no negotiation and proposed a 12 year repayment. LISD rejected the offer noting they would not
go beyond 10 years. It was determined that the City would not renegotiate the offer. A lot of
discussion followed with suggestions about moving certain departments to provide an immediate
solution. An RFQ is ready for the design of the new City Hall (formerly Trinity Medical Center).
The difference between EDC and CDC funds and how they can be used was discussed. Several
potential projects were outlined.
A revised organizational chart was presented with an explanation of the recent changes.
With the continuing problem of turkeys roaming the City, a landowner has volunteered to have
them moved to his farm to live out the rest of their lives.
With no other items to discuss, the meeting was adjourned at 3:00 p.m.
APPROVED:
____________________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
__________________________________
Ruthann Devlin for
Tina Stewart, TRMC, CMC
City Secretary
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1 These items are strictly public service announcements. Expressions of thanks, congratulations or condolences; information
regarding holiday schedules; honorary recognition of city officials, employees or other citizens; reminders about upcoming
events sponsored by the City or other entity that are scheduled to be attended by a city official or city employee. No action
will be taken and no direction will be given regarding these items.
MINUTES OF THE CITY COUNCIL REGULAR SESSION
HELD ON
MAY 3, 2022
The Regular Session of the City Council of the City of The Colony, Texas, was called to order
at 6:30 p.m. on the 3
rd day of May 2022, at City Hall, 6800 Main Street, The Colony, Texas,
with the following roll call:
Richard Boyer, Mayor
Judy Ensweiler, Councilmember
Robyn Holtz, Councilmember
Brian Wade, Councilmember
David Terre, Councilmember
Perry Schrag, Councilmember
Joel Marks, Councilmember
Present
Present
Present
Present
Present
Present
Absent (Personal)
And with 6 councilmembers present a quorum was established and the following items were
addressed:
1.0 ROUTINE ANNOUNCEMENTS, RECOGNITIONS and PROCLAMATIONS
1.1 Call to Order
Mayor Boyer called the meeting to order at 6:30 p.m.
1.2 Invocation
Councilman Schrag delivered the invocation.
1.3 Pledge of Allegiance to the United States Flag
The Pledge of Allegiance to the United States Flag was recited.
1.4 Salute to the Texas Flag
Salute to the Texas Flag was recited.
1.5 Proclamation recognizing the month of May as "Mental Health Awareness Month"
and May 7, 2022 as Children's Mental Health Awareness Day.
Mayor proclaimed the month of May as "Mental Health Awareness Month" and
May 7, 2022 as "Children's Mental Health Awareness Day." Proclamation
accepted by Lori Holland with University Behavioral Health of Denton County.
1.6 Proclamation acknowledging May 1-7, 2022 as Municipal Clerks Week.
Mayor proclaimed May 1-7, 2022 as "Municipal Clerks Week". Proclamation
accepted by City Secretary Tina Stewart.
1.7 Proclamation acknowledging May 9-15, 2022 as Economic Development Week.
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City Council – Regular Meeting Agenda
May 3, 2022
Page| 2
Mayor proclaimed May 9-15, 2022 as "Economic Development Week".
Proclamation accepted by Economic Development Director, Keri Samford and
Diane Lemmons, Business Retention Expansion.
1.8 Proclamation acknowledging National Bike Month.
Mayor proclaimed the month of May as "National Bike Month". Proclamation
accepted by Park Development Manager, Eve Morgan.
1.9 Items of Community Interest
None
1.9.1 Receive presentation from Parks and Recreation regarding upcoming events and
activities.
Special Events Supervisor, Lindsey Stansell, provided upcoming events and
activities to the Council.
2.0 CITIZEN INPUT
None
3.0 WORK SESSION
3.1 Council to provide direction to staff regarding future agenda items.
None
4.0 CONSENT AGENDA
Motion to approve items from the Consent Agenda- Schrag; second by Ensweiler, motion
carried with all ayes.
4.1 Consider approving City Council Regular Session meeting minutes for April 19,
2022.
4.2 Consider approving Council expenditures for March 2022.
4.3 Consider approving a resolution authorizing the City Manager to execute a contract
with Child's Play Inc. for the purchase and installation of the West Shore Park
Playgrounds through the BuyBoard Purchasing Cooperative for $245,735.00 with
funding from the Community Development Corporation.
RESOLUTION NO. 2022-021
4.4 Consider approving a resolution authorizing the City Manager to adopt a new
appendix "A" rate sheet with a 5.21% increase for residential solid waste and
recycling and commercial solid waste per the contract with Republic Services.
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City Council – Regular Meeting Agenda
May 3, 2022
Page| 3
RESOLUTION NO. 2022-022
4.5 Consider approving a resolution authorizing the City Manager to execute a
Cooperative Purchasing Agreement with the city of Southlake and Infosend, Inc.
and the City of The Colony for utility bill printing services.
RESOLUTION NO. 2022-023
4.6 Consider approving a resolution authorizing the City Manager to execute a 3-year
contract with SoftwareOne for the renewal of Microsoft enterprise licensing
through the State of Texas DIR Purchasing Cooperative in the amount of
$78,500.00 per year.
RESOLUTION NO. 2022-024
5.0 REGULAR AGENDA ITEMS
5.1 Discuss and consider an ordinance regarding a Site Plan application for a mixed
residential community known as "Chelsea Green at The Tribute," consisting of 17
single-family detached and 147 single-family attached (Townhome) units, amenity
center and green spaces on an approximately 25 acre tract of land within the Tribute
community. The subject site is located at the southwest intersection of Bridge Lane
and Lebanon Road within the Planned Development 18 (PD) aka Tribute Zoning
District.
Director of Development Services, Isaac Williams, presented the proposed site plan
ordinance to Council. The Development Review Committee finds that the Site Plan
meets the requirements of the zoning ordinance. On April 26, 2022, the Planning
and Zoning Commission voted 7-0 to recommend approval of the proposed
ordinance.
Jerry Sylo, Vice-President/Partner with JBI Partners, 2121 Midway Road,
Carrollton, appeared before Council to answer questions.
Motion to approve- Schrag; second by Terre, motion carried with all ayes.
ORDINANCE NO. 2022-2472
5.2 Conduct a public hearing, discuss and consider an ordinance regarding the approval
of a Specific Use Permit (SUP) to allow a Bar, Lounge or Tavern ("Brewpub") use
at 5265 SH 121, with the condition that said use be located approximately 250 feet
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City Council – Regular Meeting Agenda
May 3, 2022
Page| 4
to the nearest Beverage Store, where a minimum separation of 1,000 feet are
required.The request is located within an existing building containing
approximately 8,400 square feet, and is located within the Business Park (BP)
zoning District and the Gateway Overlay District.
Director of Development Services, Isaac Williams, presented the proposed specific
use permit ordinance to Council. The Development Review Committee finds the
SUP meets the requirements of Code of Ordinances. On April 26, 2022, the
Planning and Zoning Commission voted 7-0 to recommend approval of the specific
use permit proposed ordinance.
The public hearing opened and closed at 7:09 p.m. James Wirz, Attorney, 1604
Crosson Drive, Carrollton, and Peter Boettcher, 5401 W. Caylor Road, Ft. Worth,
appeared before Council to answer questions.
Motion to approve- Terre; second by Wade, motion carried with all ayes.
ORDINANCE NO. 2022-2473
5.3 Conduct a public hearing, discuss and consider an ordinance for amendments to
Planned Development -16 (PD-16) Ordinance No. 99-1129 and as amended by
Ordinance No. 2014-2114 by modifying Exhibit C "Revised Development
Standards" for Tracts 2 and 3 of Tract B-4 as reflected in Ordinance No. 2014-2114
and Lot 7B, Block A; Lot 3, Block A; and Lot 2, Block A of The Colony Center
Addition within Tract B-1 as reflected in Ordinance No. 2014-2114. The subject
area contains approximately 19.86 acres and is located at the northwest intersection
of South Colony Boulevard and State Highway 121 within the Planned
Development-16 District and the Gateway Overlay District.
Director of Development Services, Isaac Williams, presented the proposed
ordinance amendments to Council. The Development Review Committee had no
objection to the request as proposed for a planned development amendment to
allow a parking reduction. On April 12, 2022, the Planning and Zoning
Commission voted 4-0 to recommend approval of the request.
The public hearing opened at 7:26 p.m. Amir Robertson, 2901 Dallas Parkway,
Plano, appeared before Council to answer questions. There being no other
speakers, the public hearing closed at 7:28 p.m.
Motion to approve- Schrag; second by Wade, motion carried with all ayes.
ORDINANCE NO. 2022-2474
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City Council – Regular Meeting Agenda
May 3, 2022
Page| 5
5.4 Conduct a public hearing, discuss and consider an ordinance approving a detailed
map establishing Single-Member District boundaries for City Council Places 3
through 6.
Councilwoman Holtz provided an overview on this item. The Redistricting
Committee members presented three map options for Council approval. The new
boundary lines will go into effect with the 2023 Election.
The public hearing opened and closed at 7:35 p.m. with no speakers.
Motion to approve map 3- Schrag; motion did not receive a second and was lost
Motion to approve map 2- Wade, second by Schrag, motion carried with all ayes.
ORDINANCE NO. 2022-2475
Executive Session was convened at 7:41 p.m.
6.0 EXECUTIVE SESSION
6.1 A. Council shall convene into a closed executive session pursuant to Sections
551.072 and 551.087 of the Texas Government Code to deliberate regarding
purchase, exchange, lease or value of real property and commercial or financial
information the city has received from a business prospect(s), and to deliberate the
offer of a financial or other incentive to a business prospect(s).
Regular Session was reconvened at 8:17 p.m.
7.0 EXECUTIVE SESSION ACTION
7.1 A. Any action as a result of executive session regarding purchase, exchange, lease
or value of real property and commercial or financial information the city has
received from a business prospect(s), and the offer of a financial or other incentive
to a business prospect(s).
No Action
ADJOURNMENT
With there being no further business to discuss the meeting adjourned at 8:20 p.m.
APPROVED:
__________________________________
Richard Boyer, Mayor
City of The Colony, Texas
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City Council – Regular Meeting Agenda
May 3, 2022
Page| 6
ATTEST:
_______________________________
Tina Stewart, TRMC, CMC
City Secretary
15
Agenda Item No:4.2
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Joe Perez
Submitting Department: General Admin
Item Type: Resolution
Agenda Section:
Subject:
Consider approving a resolution accepting Joe Perez's resignation as the City of The Colony's Denton County
Transit Authority Representative and appointing Jeremie Maurina to fill the position for the unexpired term
through November 2022. (Perez)
Suggested Action:
Attachments:
Res. 2022-xxx DCTA Appointment for unexpired term.docx
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CITY OF THE COLONY, TEXAS
RESOLUTION NO. 2022 - ________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, APPOINTING A REPRESENTATIVE TO THE BOARD
OF DIRECTORS OF THE DENTON COUNTY TRANSPORTATION
AUTHORITY FOR THE UNEXPIRED TERM THROUGH NOVEMBER
2022; AND PROVIDING FOR AN IMMEDIATE EFFECTIVE DATE.
WHEREAS,House Bill 3323, which became effective September 1, 2001, enables a
County to create a coordinated county transportation authority to provide public transportation and
transportation-related services; and
WHEREAS,the City Council of the City of The Colony, Texas, previously appointed Joe
Perez as the City of The Colony’s current representative to the Denton County Transportation
Authority; and
WHEREAS,the City Council of the City of The Colony, Texas, now desires to appoint
Jeremie Maurina to fill the position previously held by Joe Perez for the unexpired term through
November 2022.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF
THE COLONY, TEXAS:
SECTION 1.The City Council of the City of The Colony, Texas, now desires to appoint
Jeremie Maurina to fill the position previously held by Joe Perez to the Denton County
Transportation Authority Board for the unexpired term through November 2022.
SECTION 2.That this Resolution shall become effective immediately upon its passage
and approval.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, THIS 17TH DAY OF MAY 2022.
_________________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
___________________________________
Tina Stewart, TRMC, CMC, City Secretary
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APPROVED AS TO FORM:
____________________________________
Jeff Moore, City Attorney
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Agenda Item No:4.3
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Joe Perez
Submitting Department: General Admin
Item Type: Resolution
Agenda Section:
Subject:
Consider approving a resolution authorizing the City Manager to amend the contract language in Section 6
"General Services Support" of the 21/22 SPAN Contract for Services. (Perez)
Suggested Action:
Approval
Attachments:
Contract Amendment Background.docx
SPAN Contract for Services Agreement.docx
Res. 2022-xxx SPAN Contract for Services 2022-2023.docx
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This item is to approve revised language within section 6, general support services of the 21/22 SPAN
service contract. Two additional areas of funding/cost reimbursement were added to this fiscal year’s
contract with parts (d.) and (e.) of section 6. Part (d.) makes funds available to cover costs for trips
generated by Next Steps The Colony. Part (e.) makes funds available for discretionary costs associated
with the delivery of SPAN services in general and/or for trip costs that otherwise are not covered by
Medicaid/Medicare for riders who are in need of transportation and cannot afford the ride.
As part of the 21/22 contract discussion, Council’s direction was to allocate an additional $7,500 within
the contract for the reimbursable costs described above however, the discretionary language did not
make it in to the original contract language per Council’s requestnor did the amount not to exceed $7,500.
This amendment adds that language and simply revises some of the language in section 6. to address what
Council’ intent was originally with these two new additions to the service contract.
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STATEOFTEXAS §
COUNTY OF DENTON §
CONTRACT FOR SERVICES
THIS SERVICE AGREEMENT ("Agreement") is entered into by and between the City of The Colony,
Texas, acting by and through its duly authorized City Manager (hereinafter referred to as "CITY") and
SPAN, Inc., (hereinafter referred to as "SPAN"), a Texas non-profit corporation operating in Denton
County, Texas as an organization described in Section 501(c)(3) of the Internal Revenue Code, acting by
and through its duly authorized Executive Director.
WHEREAS SPAN enables people to live as fully and independently as possible by providing nutrition,
transportation and social services to older persons, persons with disabilities, veterans,
and the general public; and
WHEREAS the success of or failure of the SPAN's purposes and objectives has a direct impact
on the health and welfare of the citizens of the city; and
WHEREAS the City is charged with the responsibility of promoting and preserving the health,
safety, peace, good government, and welfare of its citizens; and
WHEREAS SPAN transportation services were developed to provide safe and efficient transportation
to seniors, persons with special needs, veterans and as otherwise defined by agreements
into which SPAN may enter from time to time; and
WHEREAS The CITY and SPAN desire to enter into this Agreement whereby SPAN will provide demand
response transit service for CITY residents that are seniors (age 60 or older), people with
documented disabilities, veterans, spouses of veterans and companions or personal care
attendants of the passenger types (hereafter referred to collectively as "Riders"), and
WHEREAS Riders in CITY are taken anywhere in SPAN’s demand response transit service area at a
cost to the Riders of $3.00 for seniors (age 60 and older) and people with documented
disabilities; and
WHEREAS Riders may call in at least one (1) day in advance, but no more than two (2) weeks in
advance, to set up appointments for pick-up and drop off by calling SPAN'S
Transportation Office at 940-382-1900 weekdays between the hours of 8:00 a.m. and
2:00 p.m.: and
WHEREAS Demand response transit service is available between the hours of 7:00 a.m.and 6:00
p.m. Monday through Friday excluding major holidays and subject to capacity
constraints.
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NOW, THEREFORE, THE CITY AND SPAN DO HEREBY COVENANT AND AGREE AS FOLLOWS:
1.Recitals
The foregoing recitals are found to be true and correct, are fully incorporated into the body of
this Agreement and made a part hereof by reference just as though they are set out in their
entirety.
2.Scope ofTransportation Services
SPAN shall provide door-to-door demand response transit services to CITY citizens residing in
Denton County who are Riders in accordance with this Agreement and SPAN's "Transportation
Policy and Procedures" which is attached hereto as Exhibit "A" and incorporated herein by
reference as though it were set out in its entirety ("Policy"). In the event of conflict between this
Agreement and the Policy, this Agreement shall control. In performing services under this
Agreement, the relationship between the CITY and SPAN is that of an independent contractor.
No term or provision of this Agreement or act of SPAN in the performance of this Agreement
shall be construed as making SPAN the agent, servant,or employee of theCITY.
3.SPAN Transportation Operations
a.SPAN shall provide all equipment, facilities, qualified employees, training, and insurance
necessary to establish a demand response transit service for the CITY's Riders. SPAN shall further
establish, operate, and maintain an accounting system for this program that will allow for a
tracking of services provided to Riders anda review of the financial status of the program.SPAN
shall also track and break down the information regarding the number of one-way trips it
provides to Riders.
b.The CITY shall have the right to review the activities and financial records kept incident to the
services provided to the CITY's Riders by SPAN. In addition, SPAN shall provide monthly
ridership information to the City Manager or his/her designee specifically identifying the
number of Rider trips including rider origination, destination, and purpose.
c.SPAN will be responsible for verifying and documenting the eligibility of Riders. SPANreserves
the right to determine on an individual basis whether SPAN has the capability to safely transport
a passenger. In the event that safety is compromised, SPAN may decline transportation for this
person and must document the reason why service was declined.
d.Span will inform riders that their trips to the doctor or dentist’s office, hospital, drug store or
other location may qualify as a Medicaid eligible trip.
e.Span reserves the right to immediately terminate services without warning if a passenger poses a
safety risk to himself/herself or any other person. Span also reserves the right to suspend or
terminate riders who violate Span’s cancellation policy.
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4.Payment
Due to the CARES Act, federal funding for transportation services will allow for 100% reimbursed
billing without the need for a local funding match. CARES Act funds allow for Federal funds to
reimburse transportation expenses incurred by the city. SPAN demand response transportation
will be provided to the city without a fee for the entirety of the agreement.
a.Due to Cares Act funding Span will produce monthly trip reports but will not need to monitor
usage.
b.It is further understood and agreed that the service provided hereunder shall be secondary to
and not in lieu of or as a substitute for transportation services available through or funded by
Medicare and/or Medicaid or any other program, insurance, or provider.
5.Senior Center Trip Fare Reimbursement
In addition, the City of The Colony hereby agrees to pay an amount not to exceed Seven
Thousand and Five Hundred 00/100 dollars ($7,500.00) as reimbursement for Senior Center
attendees' transportation/fares to and from the Senior Center based on 2,500 city of The Colony
residents’ fare cost of $3.00 per trip.
Reimbursement of Senior Center fares shall be processed according to the following:
May 2022- SPAN may invoice the city of The Colony - (include ridership/trip counts for October
2021- March 2022)
October 2022 -SPAN may invoice the city of The Colony - balance of ridership for the year
(include ridership/trip counts for April 2022- September 2022)
Total Fare Reimbursement for Senior Center Fares for FY 2021-22 shall not exceed $7,500.00.
6.General Services Support
In addition to the transportation services described above, SPAN covenants and agrees that it
shall provide its services to eligible city residents including:
a.Meals at the Senior Center
b.Home delivered meals
c. Nutrition education to meal program participants.
d.Reimbursement for transportation/fares for clients of The Colony Next Steps 501c3
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e. Per authorization of city of The Colony City Manager or designee, reimbursement for
discretionary costs associated with the delivery of SPAN’s services in general, as well as for
residents of The Colony who otherwise do not qualify for SPAN’s services due to federal or state
funding regulations and guidelines
For the operation and provision of the services described in subsections a, b and c of this Article
6, the City shall pay SPAN the sum of Seven Thousand Five Hundred and no/100 dollars
($7,500.00) upon execution of this Contract for Services.
For the operation and provision of the services described in subsections d and e of this Article 6,
the City shall pay SPAN the sum of Three Thousand and no/100 dollars ($3,000.00) upon
execution of this Contract for Services and authorizes reimbursement for costs associated with
subsections d. and e. not to exceed $7,500 during the contract term outlined in Section 12 of
this Agreement.
7.Indemnification
SPAN assumesall liability andresponsibility forand agrees tofullyindemnify,hold harmless and
defend the CITY, and its officials, officers, agents, servants and employees from and against any
and all claims, damages, losses and expenses, including but not limitedto attorney's fees, for
injury to or death of a person or damage to property,arisingout of or in connection with,
directly or indirectly, the performance, attempted performance or nonperformance of the
services described hereunder or in any way resulting from or arising outof themanagement,
supervision, and operation oftheprogram and activities of SPAN.In the event of joint and
concurring responsibility of SPAN and the CITY, responsibility, and indemnity,if any,shallbe
apportioned comparatively in accordancewith TexasLaw,without waiving any defense of either
party under Texas Law. The provisions of this paragraph are solely for the benefit of the parties
hereto and are not intended to create or grant any rights, contractual or otherwise, to any other
person orentity.
8.Insurance
SPAN shall obtain public liability insurance of the types and in the amounts set forth below from
an insurance carrier or underwriter licensed to do business in the State of Texas and
acceptable to the CITY.SPAN shall furnish CITY with certificates of insurance or copies of the
policies, evidencing the required insurance on orbefore the beginning date of this Agreement.
SPAN agrees to submit new certificates or policies to CITY on or before the expiration date of
the previous certificates or policies. The insurance shall be the following types in amounts not
less than indicated:
a.Comprehensive General (Public) Liability Insurance or its equivalent includingminimum coverage
limits of $1,000,000 per occurrence combined single limit for bodily injury and property damage.
b.Automobile Liability Insurance including minimum coverage limits of $1,000,000 per combined
single limit for bodily injury and property damage.
c.On all insurance required, SPAN shall require insurance providers to:
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Name the CITY, and its officials, officers and employees, as additional insureds and provide thirty
(30) days written notice to CITY of any material change to or cancellation of the insurance.
9.Assignment and Delegation
Neither party shall assign or delegate the rights or obligations under this Agreement without
the prior written consent of the other party.
10.Severability
In the event any provision of this Agreement shall be determined by any court of competent
jurisdiction to be invalid or unenforceable, the Agreement shall, to the extent reasonably
possible, remain in full force and effect as to the balance of its provisions and shall be
construed as if such invalid provision were not a part hereof.
11.Mediation
In the event of any dispute regarding this Agreement or the terms contained herein, the parties
hereto agree that they shall submit such dispute to non-binding mediation.
12.Term of Agreement
The term of this Agreement shall be from October 1, 2021, through September 30, 2022. Either
party may modify this Agreement by submitting,in writing, the proposed amendment to be
considered and executed by both parties. This Agreement may be terminated with or without
cause by either party by giving thirty (30) days written notice to the other party oftheir intent
to terminate the agreement. In the event the CITY terminates without cause, Span shall be
entitled to receive just and equitable compensation for any satisfactory work completed in
accordance with this Agreement and prior to the termination.
13.Applicable Law Venue
This Agreement shall be governed by, construed, and enforced in accordance with the laws ofthe
State of Texas, and venue for any claim or cause of action shall lie exclusively in Denton
County, Texas or the Federal courts having jurisdiction over claims arising in Denton County,
Texas.
14.Attorney's Fees and Costs
In the event it becomes necessary to take legal action to enforce the terms of this Agreement,the
prevailing party in such action shall be entitled to recover attorney's fees and costs of court from
the non-prevailing party.
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IN WITNESS WHEREOF the CITY of The Colony and Span, Inc. have executed this Agreement on this
the ___ day of ______________2021.
SPAN, INC:
Michelle McMahon, ExecutiveDirector
City of The Colony
_____________________________________
Troy Powell, City Manager
ATTEST:
Tina Stewart, City Secretary
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CITY OF THE COLONY, TEXAS
RESOLUTION NO. 2022 - ________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, AUTHORIZING THE CITY MANAGER TO
EXECUTE A CONTRACT FOR SERVICES BY AND BETWEEN THE
CITY OF THE COLONY, TEXAS, AND SPAN, INC.; PROVIDING AN
EFFECTIVE DATE
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
THE COLONY, TEXAS:
Section 1.That the City Council of the City of The Colony, Texas, has duly reviewed
and considered the Contract for Service, a copy of which is attached hereto as Exhibit A, by and
between the City of The Colony, Texas, and SPAN, Inc., for the purpose of providing nutrition,
transportation and social services to older persons, persons with disabilities, and veterans.
Section 2.That this Contract for Services, a copy of which is attached hereto as
Exhibit A, is found to be acceptable and in the best interest of the City and its citizens, and the City
Manager is hereby authorized to execute the Contract on behalf of the City of The Colony, Texas,
with the terms and conditions as stated therein.
Section 3.That this Resolution shall take effect immediately from and after its
passage.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, THIS 17TH DAY OF MAY 2022.
__________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
___________________________________
Tina Stewart, TRMC, CMC, City Secretary
APPROVED AS TO FORM:
_____________________________________
Jeff Moore, City Attorney
27
Agenda Item No:4.4
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Eve Morgan
Submitting Department: Parks & Recreation
Item Type: Ordinance
Agenda Section:
Subject:
Consider approving an ordinance budget amendment to increase the approved Fiscal Year 2021-2022 Lake
Parks Capital Improvement fund in the amount of $145,000.00 for the Stewart Creek Park Erosion Repair
project, with funding from the Lake Parks Fund. (Morgan)
Suggested Action:
Background
Stewart Creek Park, a U.S. Corps of Engineers Park, located on the shore of Lewisville Lake is part of the land
that The Colony leases from the Corps. The western shoreline of the park is sustaining severe erosion due to
the constant wave action from the lake. Efforts have been made to slow this process down, including installing
a concrete bag wall on the southern end of the shoreline and creating a no-wake zone along that entire side of
the shore when the fishing pier was installed. These measures have helped in some areas but erosion
continues to the point that extensive repairs need to be made in the near future to protect the roads and the
existing concrete bag wall or the roads will be damaged and the bag wall will fail.
Purpose
Staff has consulted with an engineering firm to determine recommendations for repairs along the entire length
of the western shoreline. Three steps have been identified to begin repairing the erosion issue.
The first step is to repair the areas around the bag wall to prevent failure. This project should be expedited
before further erosion occurs around the wall. Timing for this project will depend on current lake levels.
The second step is to get engineered plans designed to address the erosion in areas where much of the
existing land has sluffed off and left the shoreline with potentially unstable surfaces that drop to several feet
below. This process will take more time as the Corps will need to approve the plans before the repairs can be
made. That can be a lengthy process so the sooner the plans are developed, the sooner the Corps can review
and approve the plans.
Finally, the third step is to budget for the actual repairs determined by the engineered plans in the next fiscal
year budget so that there is not a long lag time between when the plans are approved and when the project
goes out for bid.
This budget amendment would be for repairing the existing concrete bag wall and for professional services fees
for the engineered plans.
Attachments:
Budget Amendment Financial Summary.pdf
Ord. 2022-xxxx Lake Parks Budget Amendment.doc
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FINANCIAL SUMMARY
Are Lake Park funds available? X Yes No Lake Park Funds available $1,130,000.00
Cost for budget amendment:
Bag Wall Repair $20,000.00
Professional Services $125,000.00
Total 145,000.00$
TOTAL BUDGET AMENDMENT 145,000.00$
30
CITY OF THE COLONY, TEXAS
ORDINANCE NO. 2021 - ________
AMENDING THE FISCAL YEAR 2021-2022 BUDGET
AN ORDINANCE AMENDING ORDINANCE 2021-2447, ADOPTING THE
FISCAL YEAR 2021-2022 BUDGET OF CITY OF THE COLONY, TEXAS
BY REALIGNING BUDGETS AS SET FORTH HEREIN; PROVIDING FOR
INCORPORATION OF PREMISES; PROVIDING FOR THE ADOPTION
OF THIS ORDINANCE AMENDING THE FISCAL YEAR 2021-2022
BUDGET FOR THE LAKE PARKS FUND OF THE CITY OF THE
COLONY; PROVIDING THAT THIS ORDINANCE SHALL BE
CUMULATIVE OF ALL ORDINANCES; PROVIDING A SEVERABILITY
CLAUSE; PROVIDING FOR A SAVINGS CLAUSE; AND NAMING AN
EFFECTIVE DATE.
WHEREAS, the Council of the City of The Colony is conducting business pursuant to a budget
for fiscal year 2021-2022, heretofore previously adopted by Ordinance No. 2021-2447 on the 7th
day of September, 2021; and
WHEREAS, Section 102.010 of the Texas Local Government Code authorizes the governing
body of a municipality to make changes in the budget for municipal purposes; and
WHEREAS, the City of The Colony finds it in the best interest of the City to increase the 2021-
22 Lake Parks budget by $145,000 for Steward Creek erosion repairs.
WHEREAS, the City Council has reviewed the budget and has determined that a valid municipal
purpose is served by such budget increases and reallocation of funds.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
THE COLONY, TEXAS:
SECTION 1.
INCORPORATION OF PREMISES
The above and foregoing premises are incorporated into the body of this Ordinance as if
copied herein in their entirety.
SECTION 2.
AMENDMENT AND ADOPTION
That the Lakes Parks budget for the fiscal year ending September 30, 2022 heretofore previously
adopted by Ordinance 2021-2447 duly enacted by the City Council of the City of The Colony on
the 7th day of September, 2021, be and is hereby amended as set forth herein, which amendment
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is hereby, in all respects, finally approved and adopted as so changed; and the same shall be
hereby filed with the City Secretary of the City of The Colony.
SECTION 3.
BUDGET INCREASES
That the 2021-22 Lake Parks Fund budget is to be increased by an amount not to exceed
$145,000.
SECTION 4.
CUMULATIVE CLAUSE
This Ordinance shall be cumulative of all provisions of Ordinances of the City of The Colony,
Texas except where the provisions of this Ordinance are in direct conflict with the provisions of
such Ordinances, in which event the conflicting provisions of such Ordinances are hereby
repealed.
SECTION 5.
SEVERABILITY CLAUSE
It is hereby declared to be the intention of the City Council of The City of The Colony that the
phrases, clauses, sentences, paragraphs, and sections of this Ordinance are severable, and if any
phrase, clause, sentence, paragraph, or section of this Ordinance should be declared
unconstitutional by the valid judgment or decree of any court of competent jurisdiction, such
unconstitutionality shall not affect any of the remaining phrases, clauses, sentences, paragraphs, or
sections of this Ordinance, since the same would have been enacted by the City Council without
incorporation in this Ordinance of any such unconstitutional phrase, clause, sentence, paragraph,
or section.
SECTION 6.
SAVINGS CLAUSE
All rights and remedies of the City of The Colony are expressly saved as to any and all violations
of the provisions of any Ordinances affecting budgets, budget approval or adoption, which have
accrued at the time of the effective date of this Ordinance; and, as to such accrued violations and
all pending litigation, both civil and criminal, whether pending in court or not, under such
Ordinances, same shall not be affected by this Ordinance but may be prosecuted until final
disposition by the courts.
SECTION 7.
EFFECTIVE DATE
This Ordinance shall be in full force and effect from and after its date of passage.
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AND IT IS SO ORDAINED.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, THIS THE 17th DAY OF MAY 2022.
__________________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
__________________________________
Tina Stewart, TRMC, CMC, City Secretary
APPROVED AS TO FORM:
Jeff Moore, City Attorney
City of The Colony, Texas
33
Agenda Item No:4.5
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Eve Morgan
Submitting Department: Parks & Recreation
Item Type: Resolution
Agenda Section:
Subject:
Consider approving a resolution authorizing the City Manager to execute a Professional Services Contract with
Halff Associates, Inc. for the Stewart Creek Park Erosion Repair Project in the amount of $103,225.00 with
funding from the Community Development Corporation. (Morgan)
Suggested Action:
Staff has consulted with Halff Associates, Inc. to determine recommendations for repairs along the entire length
of the western shoreline. Three steps have been identified to begin repairing the erosion issue. This proposal
addresses the second step, to produce engineered plans designed to address the erosion in areas where
much of the existing land has sluffed off and left the shoreline with potentially unstable surfaces that drop to
several feet below.
Halff Associates, Inc. has provided a proposal to provide professional services including: schematic design,
design development documents, contract documents, drawings, plans specifications and other documents in
connection with the project ("project documents"); project management and coordination; surveying services;
Corps approvals; bidding, construction observation and closeout procedures. A budget amendment has been
requested to add this project to FY2021-2022 Lake Parks Fund CIP projects to fund this project. Fees for this
proposal are $103,225.00 with funding from the Lake Parks Fund.
Attachments:
Financial Summary.pdf
Halff Contract - Exhibits.pdf
Res. 2022-xxx Professional Servics Contract - Halff Associates, Inc.doc
34
Stewart Creek Park Erosion Repair Project
FINANCIAL SUMMARY
Are budgeted funds available? X Yes No Amount budgeted/available 145,000.00$
Professional Services Fees:
Halff 103,225.00$
Total Halff Professional Fees:
103,225.00$ Funding from Lake Parks Fund
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CITY OF THE COLONY, TEXAS
RESOLUTION NO. 2022 – ________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, APPROVING A PROFESSIONAL SERVICES
CONTRACT BY AND BETWEEN THE CITY OF THE COLONY AND
HALFF ASSOCIATES, INC. FOR THE STEWART CREEK PARK
EROSION REPAIR PROJECT WITH FUNDING FROM THE
COMMUNITY DEVELOPMENT CORPORATION; AUTHORIZING THE
CITY MANAGER TO EXECUTE THE CONTRACT; AND PROVIDING
AN EFFECTIVE DATE.
WHEREAS, the City and Consultant have entered into an Professional Services Contract
for the Stewart Creek Park Erosion Repair Project; and
WHEREAS, the City has determined that it is in the best interest of the City to enter into
the Contract with Halff Associates, Inc. which is attached hereto and incorporated herein by
reference as Exhibit “A”under the terms and conditions provided therein; and
WHEREAS, with this Contract the City of The Colony is agreeing to the services no to
exceed the amount of $103,225.00 for such work with funding from the Community
Development Corporation.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF THE COLONY, TEXAS, THAT:
Section 1.The Professional Services Contract, which is attached hereto and incorporated
herein as Exhibit "A", having been reviewed by the City Council of the City of The Colony, Texas,
and found to be acceptable and in the best interest of the City and its citizens, be, and the same is
hereby, in all things approved.
Section 2. The City Manager is hereby authorized to execute the Contract on behalf of the
City of The Colony, Texas.
Section 3.This Resolution shall take effect immediately from and after its adoption and
it is so resolved.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS THIS 17TH DAY OF MAY 2022.
_____________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
_______
Tina Stewart, TRMC, CMC, City Secretary
59
APPROVED AS TO FORM:
Jeff Moore, City Attorney
60
Agenda Item No:4.6
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: City Secretary
Item Type: Resolution
Agenda Section:
Subject:
Consider approving a resolution authorizing the City Manager to approve a grant in the amount $60,000.00 for
the City’s local share portion in a request for a State of Texas Events Trust Fund Grant. The State of Texas will
match the local share by 6.25:1 ratio. (Baxter/Powell)
Suggested Action:
Attachments:
Res. 2022-xxx State of Texas Events Trust Fund Grant Request.docx
61
CITY OF THE COLONY, TEXAS
RESOLUTION NO. 2022 - _______
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, APPROVING A GRANT REQUEST IN THE AMOUNT
OF $60,000.00 FOR THE CITY’S LOCAL SHARE PORTION IN A STATE
OF TEXAS EVENTS TRUST FUND; AND PROVIDING FOR AN
EFFECTIVE DATE.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF THE COLONY, TEXAS THAT:
Section 1.That the City Council of the City of The Colony, Texas, hereby authorizes
the City Manager to approve a grant request for the city’s local share portion for a State of
Texas Events Trust Fund in the amount of $60,000.00. The state of Texas will match the
local share by 6.25:1 ratio.
Section 2. That the City Manager or his designees are authorized to issue said grant
request.
Section 3. That this resolution shall take effect immediately from and after its passage.
DULY PASSED AND APPROVED BY THE CITY COUNCIL OF THE
CITY OF THE COLONY, TEXAS, THIS 17TH DAY OF MAY 2022.
_____________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
___________________________________
Tina Stewart, TRMC, CMC, City Secretary
APPROVED AS TO FORM:
_____________________________
Jeff Moore, City Attorney
62
Agenda Item No:5.1
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: David Cranford
Submitting Department: Finance
Item Type: Ordinance
Agenda Section:
Subject:
Discuss and consider all matters incident and related to the issuance and sale of "City of The Colony, Texas,
Combination Tax and Limited Surplus Revenue Certificates of Obligation, Series 2022", including the adoption
of an ordinance authoring the issuance of such certificates of obligation. (Miller)
Suggested Action:
Bonds, not to exceed $21.6 million, will be sold to support various road, sidewalk, drainage and utility systems.
All projects were approved in the 2021-2022 CIP budget.
Presentation by our financial advisors Hilltop Securities.
Attachments:
Ord. 2022-xxxx Certificates of Obligation Series 2022.docx
63
CITY OF THE COLONY, TEXAS
ORDINANCE NO. 2022 - ________
AN ORDINANCE authorizing the issuance of “CITY OF THE
COLONY, TEXAS, COMBINATION TAX AND LIMITED SURPLUS
REVENUE CERTIFICATES OF OBLIGATION, SERIES 2022”;
providing for the payment of said certificates of obligation by the
levy of an ad valorem tax upon all taxable property within the City
and a limited surplus pledge of the City’s waterworks and sewer
system; specifying the terms and conditions of such certificates of
obligation; resolving other matters incident and relating to the
issuance, payment, security, sale, and delivery of said certificates
of obligation, including the approval and execution of a Paying
Agent/Registrar Agreement and the approval and distribution of a
Preliminary Official Statement and an Official Statement; and
providing an effective date.
WHEREAS, notice of the City Council’s intention to issue certificates of obligation (the
“Notice”) in the maximum principal amount of $21,600,000 for the purpose of paying contractual
obligations to be incurred for (i) constructing, improving and renovating streets, alleys, culverts
and bridges, including drainage and erosion control, landscaping, screening walls, curbs, gutters,
sidewalks, lighting, signage and traffic signalization incidental thereto and the acquisition of land
and rights-of-way therefor, (ii) constructing, improving and equipping police, fire-fighting and
animal control facilities, including the acquisition of vehicles, (iii) constructing, improving and
equipping park and recreational facilities, (iv) acquisition and installation of software for the
information technology department, (v) constructing, improving and equipping the City’s
waterworks and sewer system and the acquisition of rights-of-way therefor, (vi) renovating,
improving and equipping existing municipal buildings and (vi) professional services rendered in
connection therewith, has been duly published in The Dallas Morning News, a newspaper of
general circulation in the City of The Colony, Texas on March 25, 2022 and March 28, 2022, the
date the first publication of such notice being not less than forty-six (46) days prior to the tentative
date stated therein for the passage of the ordinance authorizing the issuance of such certificates;
and
WHEREAS, the City Council hereby finds and determines that the time period for qualified
voters of the City to submit a petition as authorized by Section 271.049, Texas Local Government
Code has remained open from the date of the adoption of the resolution authorizing the giving of
the Notice to the date hereof; and
WHEREAS, no petition protesting the issuance of the certificates of obligation described
in the Notice, signed by at least 5% of the qualified electors of the City, has been presented to or
filed with the City Secretary on or prior to the date of the passage of this Ordinance; and
WHEREAS, the City Council hereby finds and determines that $_________________
principal amount of the certificates of obligation described in the Notice should be authorized at
this time; now, therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF THE COLONY, TEXAS:
Section 1.Authorization - Designation - Principal Amount - Purpose. Certificates
of obligation of the City shall be and are hereby authorized to be issued in the aggregate principal
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amount of $_____________, to be designated and bear the title “CITY OF THE COLONY,
TEXAS, COMBINATION TAX AND LIMITED SURPLUS REVENUE CERTIFICATES OF
OBLIGATION, SERIES 2022” (hereinafter referred to as the “Certificates”), for the purpose of
paying contractual obligations to be incurred for (i) constructing, improving and renovating streets,
alleys, culverts and bridges, including drainage and erosion control, landscaping, screening walls,
curbs, gutters, sidewalks, lighting, signage and traffic signalization incidental thereto and the
acquisition of land and rights-of-way therefor, (ii) constructing, improving and equipping police,
fire-fighting and animal control facilities, including the acquisition of vehicles, (iii) constructing,
improving and equipping park and recreational facilities, (iv) acquisition and installation of
software for the information technology department, (v) constructing, improving and equipping the
City’s waterworks and sewer system and the acquisition of rights-of-way therefor, (vi) renovating,
improving and equipping existing municipal buildings and (vi) professional services rendered in
connection therewith, all in accordance with the authority conferred by, and in conformity with, the
Constitution and laws of the State of Texas, including Texas Local Government Code, Subchapter
C of Chapter 271, as amended.
Section 2.Fully Registered Obligations - Certificate Date - Authorized
Denominations - Stated Maturities - Interest Rates. The Certificates are issued as fully
registered obligations only, shall be dated May 15, 2022 (the “Certificate Date”), and shall be in
denominations of $5,000 or any integral multiple thereof (within a Stated Maturity), and the
Certificates shall become due and payable on February 15 in each of the years and in principal
amounts (the “Stated Maturities”) and bear interest at the per annum rate(s) in accordance with
the following schedule:
Year of
Stated Maturity
Principal
Amount ($)
Interest
Rate (%)
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
The Certificates shall bear interest on the unpaid principal amounts from the date of the
initial delivery of the Certificates at the rate(s) per annum shown above (calculated on the basis
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of a 360-day year consisting of twelve 30-day months) and shall be payable on February 15 and
August 15 in each year until maturity or prior redemption, commencing February 15, 2023.
Section 3.Terms of Payment - Paying Agent/Registrar. The principal of, premium,
if any, and the interest on the Certificates, due and payable by reason of maturity, redemption or
otherwise, shall be payable only to the registered owners or holders of the Certificates (hereinafter
called the “Holders”) appearing on the registration and transfer books maintained by the Paying
Agent/Registrar. Such payments shall be payable, without exchange or collection charges, to the
Holder in any coin or currency of the United States of America which at the time of payment is
legal tender for the payment of public and private debts.
The selection and appointment of U.S. Bank Trust Company, National Association, Dallas,
Texas, to serve as Paying Agent/Registrar for the Certificates is hereby approved and confirmed.
Books and records relating to the registration, payment, transfer and exchange of the Certificates
(the “Security Register”) shall at all times be kept and maintained on behalf of the City by the
Paying Agent/Registrar, as provided herein and in accordance with the terms and provisions of a
“Paying Agent/Registrar Agreement”, substantially in the form attached hereto as Exhibit A and
such reasonable rules and regulations as the Paying Agent/Registrar and the City may prescribe.
The Mayor or Mayor Pro Tem and City Secretary are authorized to execute and deliver such
Paying Agent/Registrar Agreement in connection with the delivery of the Certificates. The City
covenants to maintain and provide a Paying Agent/Registrar at all times until the Certificates are
paid and discharged; and, any successor Paying Agent/Registrar shall be a commercial bank,
trust company, financial institution, or other entity duly qualified and legally authorized to serve in
such capacity and perform the duties and services of Paying Agent/Registrar. Upon any change
in the Paying Agent/Registrar for the Certificates, the City agrees to promptly cause a written
notice thereof to be sent to each Holder by United States mail, first-class, postage prepaid; which
notice shall also give the address of the new Paying Agent/Registrar.
Principal of and premium, if any, on the Certificates, shall be payable at the Stated
Maturities or upon prior redemption thereof only upon presentation and surrender of the
Certificates to the Paying Agent/Registrar at its designated offices, initially in St. Paul, Minnesota,
or, with respect to a successor Paying Agent/Registrar, at the designated offices of such
successor (the “Designated Payment/Transfer Office”). Interest on the Certificates shall be paid
only to the Holders whose names appear in the Security Register at the close of business on the
Record Date (the last business day of the month next preceding the interest payment date) and
shall be paid by the Paying Agent/Registrar (i) by check sent by United States Mail, first-class,
postage prepaid, to the address of the registered owner recorded in the Security Register or (ii)
by such other method, acceptable to the Paying Agent/Registrar, requested by and at the risk and
expense of the Holder. If the date for the payment of the principal of or interest on the Certificates
shall be a Saturday, Sunday, a legal holiday, or a day when banking institutions in the city where
the Designated Payment/Transfer 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 when such 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.
In the event of a non-payment of interest on a scheduled payment date, and for thirty (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 City. Notice of the Special Record Date and of the scheduled
payment date of the past due interest (which shall be fifteen (15) days after the Special Record
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Date) shall be sent at least five (5) business days prior to the Special Record Date by United
States mail, first-class, postage prepaid, to the address of each Holder appearing on the Security
Registrar at the close of business on the last business day next preceding the date of mailing of
such notice.
Section 4.Redemption.
(a)Optional Redemption. The Certificates maturing on or after February 15, 2032
shall be subject to redemption prior to maturity, at the option of the City, in whole or in part, in
principal amounts of $5,000 or any integral multiple thereof (and if within a Stated Maturity by lot
by the Paying Agent/Registrar) on February 15, 2031 or any date thereafter, at the redemption
price of par plus accrued interest from the most recent interest payment date on which interest
has been paid or duly provided for to the date of redemption.
At least forty-five (45) days prior to an optional redemption date for the Certificates (unless
a shorter notification period shall be satisfactory to the Paying Agent/Registrar), the City shall
notify the Paying Agent/Registrar of the decision to redeem Certificates, the principal amount of
each Stated Maturity to be optionally redeemed, and the date of redemption.
(b)Selection of Certificates for Redemption. If less than all Outstanding
Certificates of the same Stated Maturity are to be redeemed on a redemption date, the Paying
Agent/Registrar shall treat such Certificates as representing the number of Certificates
Outstanding, which is obtained by dividing the principal amount of such Certificates by $5,000,
and shall select the Certificates, or principal amount thereof, to be redeemed within such Stated
Maturity by lot.
(c)Notice of Redemption. Not less than thirty (30) days prior to a redemption date
for the Certificates, a notice of redemption shall be sent by United States Mail, first-class, postage
prepaid, in the name of the City and at the City’s expense, to each Holder of a Certificate to be
redeemed in whole or in part at the address of the Holder appearing on the Security Register at
the close of business on the business day next preceding the date of mailing such notice, and
any notice of redemption so mailed shall be conclusively presumed to have been duly given
irrespective of whether received by the Holder.
All notices of redemption shall: (i) specify the date of redemption for the Certificates,
(ii) identify the Certificates to be redeemed and, in the case of a portion of the principal amount to
be redeemed, the principal amount thereof to be redeemed, (iii) state the redemption price,
(iv) state that the Certificates, or the portion of the principal amount thereof to be redeemed, shall
become due and payable on the redemption date specified, and the interest thereon, or on the
portion of the principal amount thereof to be redeemed, shall cease to accrue from and after the
redemption date, and (v) specify that payment of the redemption price for the Certificates, or the
principal amount thereof to be redeemed, shall be made at the Designated Payment/Transfer
Office of the Paying Agent/Registrar only upon presentation and surrender thereof by the Holder.
If a Certificate is subject by its terms to prior redemption and has been called for redemption and
notice of redemption thereof has been duly given as hereinabove provided, such Certificate (or
the principal amount thereof to be redeemed) shall become due and payable and interest thereon
shall cease to accrue from and after the specified redemption date; provided moneys sufficient
for the payment of such Certificate (or of the principal amount thereof to be redeemed) at the then
applicable redemption price are held for the purpose of such payment by the Paying
Agent/Registrar.
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(d)Conditional Notice of Redemption. With respect to any optional redemption of
the Certificates, unless moneys sufficient to pay the principal of and premium, if any, and interest
on the Certificates to be redeemed shall have been received by the Paying Agent/Registrar prior
to the giving of such notice of redemption, such notice may state that said redemption may, at the
option of the City, be conditional upon the receipt of such moneys by the Paying Agent/Registrar
on or prior to the date fixed for such redemption, or upon the satisfaction of any prerequisites set
forth in such notice of redemption; and, if sufficient moneys are not received or such prerequisites
are not satisfied, such notice shall be of no force and effect, the City shall not redeem such
Certificates and the Paying Agent/Registrar shall give notice, in the manner in which the notice of
redemption was given, to the effect that the Certificates have not been redeemed.
Section 5.Registration - Transfer - Exchange of Certificates - Predecessor
Certificates. A Security Register relating to the registration, payment, and transfer or exchange
of the Certificates shall at all times be kept and maintained by the City at the Designated
Payment/Transfer Office of the Paying Agent/Registrar, as provided herein and in accordance
with the provisions of an agreement with the Paying Agent/Registrar and such rules and
regulations as the Paying Agent/Registrar and the City may prescribe. The Paying
Agent/Registrar shall obtain, record, and maintain in the Security Register the name and address
of each Holder of the Certificates issued under and pursuant to the provisions of this Ordinance.
Any Certificate may, in accordance with its terms and the terms hereof, be transferred or
exchanged for Certificates of other authorized denominations by the Holder, in person or by his
duly authorized agent, upon surrender of such Certificate to the Paying Agent/Registrar at the
Designated Payment/Transfer Office for cancellation, accompanied by a written instrument of
transfer or request for exchange duly executed by the Holder or by his duly authorized agent, in
form satisfactory to the Paying Agent/Registrar.
Upon the surrender for transfer of any Certificate (other than the Initial Certificate(s)
authorized in Section 8 hereof) at the Designated Payment/Transfer Office of the Paying
Agent/Registrar, the Paying Agent/Registrar shall register and deliver, in the name of the
designated transferee or transferees, one or more new Certificates, executed on behalf of, and
furnished by, the City, of authorized denominations and having the same Stated Maturity and of
a like aggregate principal amount as the Certificate or Certificates surrendered for transfer.
At the option of the Holder, Certificates (other than the Initial Certificate(s) authorized in
Section 8 hereof) may be exchanged for other Certificates of authorized denominations and
having the same Stated Maturity, bearing the same rate of interest, and of like aggregate principal
amount as the Certificates surrendered for exchange upon the surrender of the Certificates to be
exchanged at the Designated Payment/Transfer Office of the Paying Agent/Registrar. Whenever
any Certificates are so surrendered for exchange, the Paying Agent/Registrar shall register and
deliver new Certificates, executed on behalf of, and furnished by the City, to the Holder requesting
the exchange.
All Certificates issued upon any transfer or exchange of Certificates shall be delivered to
the Holders at the Designated Payment/Transfer Office of the Paying Agent/Registrar, or sent by
United States mail, first-class, postage prepaid, to the Holder and, upon the registration and
delivery thereof, the same shall be valid obligations of the City, evidencing the same obligation to
pay, and entitled to the same benefits under this Ordinance, as the Certificates surrendered in
such transfer or exchange.
All transfers or exchanges of Certificates pursuant to this Section shall be made without
expense or service charge to the Holder, except as otherwise herein provided, and except that
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the Paying Agent/Registrar shall require payment by the Holder requesting such transfer or
exchange of any tax or other governmental charges required to be paid with respect to such
transfer or exchange.
Certificates cancelled by reason of an exchange or transfer under this Section are hereby
defined to be “Predecessor Certificates,” evidencing all or a portion, as the case may be, of the
same obligation to pay evidenced by the new Certificate or Certificates registered and delivered
in the exchange or transfer therefor. Additionally, the term “Predecessor Certificates” shall include
any Certificate registered and delivered pursuant to Section 23 hereof in lieu of a mutilated, lost,
destroyed, or stolen Certificate which shall be deemed to evidence the same obligation as the
mutilated, lost, destroyed, or stolen Certificate.
Neither the City nor the Paying Agent/Registrar shall be required to issue, transfer or
exchange any Certificate called for redemption, in whole or in part, within forty-five (45) days of
the date fixed for the redemption of such Certificate; provided, however, such limitation on
transferability shall not be applicable to an exchange by the Holder of the unredeemed balance
of a Certificate called for redemption in part.
Section 6.Book-Entry-Only Transfers and Transactions. Notwithstanding the
provisions contained in Sections 3, 4 and 5 hereof relating to the payment, and transfer/exchange
of the Certificates, the City hereby approves and authorizes the use of “Book-Entry-Only”
securities clearance, settlement and transfer system provided by The Depository Trust Company
(“DTC”), a limited purpose trust company organized under the laws of the State of New York, in
accordance with the operational arrangements referenced in the Blanket Issuer Letter of
Representations by and between the City and DTC (the “Depository Agreement”).
Pursuant to the Depository Agreement and the rules of DTC, the Certificates shall be
deposited with DTC who shall hold said Certificates for its participants (the “DTC Participants”).
While the Certificates are held by DTC under the Depository Agreement, the Holder of the
Certificates on the Security Register for all purposes, including payment and notices, shall be
Cede & Co., as nominee of DTC, notwithstanding the ownership of each actual purchaser or
owner of each Certificate (the “Beneficial Owners”) being recorded in the records of DTC and
DTC Participants.
In the event DTC determines to discontinue serving as securities depository for the
Certificates or otherwise ceases to provide book-entry clearance and settlement of securities
transactions in general or the City decides to discontinue the use of the system of book-entry-only
transfers through DTC, the City covenants and agrees with the Holders of the Certificates to cause
Certificates to be printed in definitive form and issued and delivered to DTC Participants and
Beneficial Owners, as the case may be. Thereafter, the Certificates in definitive form shall be
assigned, transferred and exchanged on the Security Register maintained by the Paying
Agent/Registrar and payment of such Certificates shall be made in accordance with the provisions
of Sections 3, 4 and 5 hereof.
Section 7.Execution - Registration. The Certificates shall be executed on behalf of
the City by the Mayor or the Mayor Pro Tem under its seal reproduced or impressed thereon and
countersigned by the City Secretary. The signatures of said officers and the seal of the City on
the Certificates may be manual or facsimile. Certificates bearing the manual or facsimile
signatures of said individuals who are or were the proper officers of the City on the Certificate
Date shall be deemed to be duly executed on behalf of the City, notwithstanding that one or more
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of such individuals shall cease to hold such offices at the time of delivery of the Certificates to the
initial purchaser(s), and with respect to Certificates delivered in subsequent exchanges and
transfers, all as authorized and provided in Texas Government Code, Chapter 1201, as amended.
No Certificate shall be entitled to any right or benefit under this Ordinance, or be valid or
obligatory for any purpose, unless there appears on such Certificate either a certificate of
registration substantially as set forth in the form provided in Section 9C, manually executed by
the Comptroller of Public Accounts of the State of Texas or his duly authorized agent, or a
certificate of registration substantially as set forth in the form provided in Section 9D, manually
executed by an authorized officer, employee, or representative of the Paying Agent/Registrar,
and either such certificate duly signed upon any Certificate shall be conclusive evidence, and the
only evidence, that such Certificate has been duly certified, registered, and delivered.
Section 8.Initial Certificate(s). The Certificates herein authorized shall be initially
issued either (i) as a single fully registered certificate in the total principal amount of this series
with principal installments to become due and payable as provided in Section 2 and numbered T-
1 or, alternatively, (ii) as multiple fully registered certificates, being one certificate for each year of
maturity in the applicable principal amount and denomination and to be numbered consecutively
from T-1 and upward (hereinafter called the “Initial Certificate(s)”) and, in either case, the Initial
Certificate(s) shall be registered in the name of the initial purchaser(s) or the designee thereof.
The Initial Certificate(s) shall be the Certificate(s) submitted to the Office of the Attorney General
of the State of Texas for approval, certified and registered by the Office of the Comptroller of
Public Accounts of the State of Texas and delivered to the initial purchaser(s). Any time after the
delivery of the Initial Certificate(s), the Paying Agent/Registrar, pursuant to written instructions
from the initial purchaser(s), or the designee thereof, shall cancel the Initial Certificate(s) delivered
hereunder and exchange therefor definitive Certificates of authorized denominations, Stated
Maturities, principal amounts and bearing applicable interest rates for transfer and delivery to the
Holders named at the addresses identified therefor; all pursuant to and in accordance with such
written instructions from the initial purchaser(s), or the designee thereof, and such other
information and documentation as the Paying Agent/Registrar may reasonably require.
Section 9.Forms.
A.Forms Generally. The Certificates, the Registration Certificate of the Comptroller
of Public Accounts of the State of Texas, the Certificate of Registration of the Paying
Agent/Registrar, and the form of Assignment to be printed on each of the Certificates, shall be
substantially in the forms set forth in this Section with such appropriate insertions, omissions,
substitutions, and other variations as are permitted or required by this Ordinance and may have
such letters, numbers, or other marks of identification (including identifying numbers and letters
of the Committee on Uniform Securities Identification Procedures of the American Bankers
Association) and such legends and endorsements (including insurance legends in the event the
Certificates, or any maturities thereof, are purchased with insurance and any reproduction of an
opinion of counsel) thereon as may, consistently herewith, be established by the City or
determined by the officers executing such Certificates as evidenced by their execution thereof.
Any portion of the text of any Certificate may be set forth on the reverse thereof, with an
appropriate reference thereto on the face of the Certificate.
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The definitive Certificates and the Initial Certificate(s) shall be printed, lithographed,
engraved, typewritten, photocopied, or otherwise reproduced in any other similar manner, all as
determined by the officers executing such Certificates as evidenced by their execution thereof.
The City may provide (i) for issuance of one fully registered Certificate for the Stated
Maturity in the aggregate principal amount of such Stated Maturity and (ii) for registration of such
Certificate in the name of a securities depository, or the nominee thereof. While any Certificate
is registered in the name of a securities depository or its nominee, references herein and in the
Certificates to the holder or owner of such Certificate shall mean the securities depository or its
nominee and shall not mean any other person.
B.Form of Definitive Certificates.
REGISTERED REGISTERED
NO. ____$__________
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF THE COLONY, TEXAS
COMBINATION TAX AND LIMITED SURPLUS REVENUE
CERTIFICATE OF OBLIGATION
SERIES 2022
Certificate Date:Interest Rate:Stated Maturity:CUSIP NO.
May 15, 2022 _________%February 15, 20___________
Registered Owner:
Principal Amount:DOLLARS
The City of The Colony (hereinafter referred to as the “City”), a body corporate and
municipal corporation in the County of Denton, State of Texas, for value received, acknowledges
itself indebted to and hereby promises to pay to the registered owner named above, or the
registered assigns thereof (the "Registered Owner"), on the Stated Maturity date specified above,
the Principal Amount stated above (or so much thereof as shall not have been paid upon prior
redemption) and to pay interest on the unpaid principal amount hereof from the interest payment
date next preceding the “Registration Date” of this Certificate appearing below (unless this
Certificate bears a “Registration Date” as of an interest payment date, in which case it shall bear
interest from such date, or unless the “Registration Date” of this Certificate is prior to the initial
interest payment date in which case it shall bear interest from the date of the initial delivery of the
Certificates) at the per annum rate of interest specified above computed on the basis of a 360-
day year of twelve 30-day months; such interest being payable on February 15 and August 15 in
each year, commencing February 15, 2023, until maturity or prior redemption. Principal of this
Certificate shall be payable at its Stated Maturity or on a redemption date to the Registered Owner
hereof upon presentation and surrender at the designated offices of the Paying Agent/Registrar
executing the registration certificate appearing hereon, or its successor (the “Designated
Payment/Transfer Office”). Interest shall be payable to the registered owner of this Certificate (or
of one or more Predecessor Certificates, as defined in the Ordinance hereinafter referenced)
whose name appears on the “Security Register” maintained by the Paying Agent/Registrar at the
close of business on the “Record Date”, which is the last business day of the month next preceding
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each interest payment date and interest shall be paid by the Paying Agent/Registrar by check
sent by United States mail, first-class, postage prepaid, to the address of the registered owner,
recorded in the Security Register or by such other method acceptable to the Paying
Agent/Registrar, requested by, and at the risk and expense of, the registered owner. All payments
of principal of, premium, if any, and interest on this Certificate shall be in any coin or currency of
the United States of America which at the time of payment is legal tender for the payment of public
and private debts. If the date for the payment of the principal of or interest on the Certificates
shall be a Saturday, Sunday, a legal holiday, or a day when banking institutions in the city where
the Designated Payment/Transfer 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 when such 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 Certificate is one of the series specified in its title issued in the aggregate principal
amount of $_________________ (herein referred to as the “Certificates”) for the purpose of
paying contractual obligations to be incurred for (i) constructing, improving and renovating streets,
alleys, culverts and bridges, including drainage and erosion control, landscaping, screening walls,
curbs, gutters, sidewalks, lighting, signage and traffic signalization incidental thereto and the
acquisition of land and rights-of-way therefor, (ii) constructing, improving and equipping police,
fire-fighting and animal control facilities, including the acquisition of vehicles, (iii) constructing,
improving and equipping park and recreational facilities, (iv) acquisition and installation of
software for the information technology department, (v) constructing, improving and equipping the
City’s waterworks and sewer system and the acquisition of rights-of-way therefor, (vi) renovating,
improving and equipping existing municipal buildings and (vi) professional services rendered in
connection therewith, pursuant to authority conferred by and in conformity with the Constitution
and laws of the State of Texas, particularly Texas Local Government Code, Subchapter C of
Chapter 271, as amended, and pursuant to an ordinance adopted by the City Council of the City
(hereinafter referred to as the “Ordinance”).
The Certificates maturing on and after February 15, 2032, may be redeemed prior to their
Stated Maturity, at the option of the City, in whole or in part, in principal amounts of $5,000 or any
integral multiple thereof (and if within a Stated Maturity by lot by the Paying Agent/Registrar), on
February 15, 2031, or on any date thereafter, at the redemption price of par plus accrued interest
to the date of redemption.
At least thirty (30) days prior to a redemption date, the City shall cause a written notice of
such redemption to be sent by United States Mail, first-class, postage prepaid, to the registered
owners of each Certificate to be redeemed at the address shown on the Security Register and
subject to the terms and provisions relating thereto contained in the Ordinance. If a Certificate
(or any portion of its principal sum) shall have been duly called for redemption and notice of such
redemption duly given, then upon the redemption date such Certificate (or the portion of its
principal sum to be redeemed) shall become due and payable, and interest thereon shall cease
to accrue from and after the redemption date; provided, moneys for the payment of the redemption
price and the interest accrued on the principal amount to be redeemed to the date of redemption
are held for the purpose of such payment by the Paying Agent/Registrar.
With respect to any optional redemption of the Certificates, unless moneys sufficient to
pay the principal of and premium, if any, and interest on the Certificates to be redeemed shall
have been received by the Paying Agent/Registrar prior to the giving of such notice of redemption,
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such notice may state that said redemption may, at the option of the City, be conditional upon the
receipt of such moneys by the Paying Agent/Registrar on or prior to the date fixed for such
redemption, or upon the satisfaction of any prerequisites set forth in such notice of redemption;
and, if sufficient moneys are not received or such prerequisites are not satisfied, such notice shall
be of no force and effect, the City shall not redeem such Certificates and the Paying
Agent/Registrar shall give notice, in the manner in which the notice of redemption was given, to
the effect that the Certificates have not been redeemed.
In the event a portion of the principal amount of a Certificate is to be redeemed and the
registered owner is someone other than Cede & Co., payment of the redemption price of such
principal amount shall be made to the registered owner only upon presentation and surrender of
such Certificate to the Designated Payment/Transfer Office of the Paying Agent/Registrar, and a
new Certificate or Certificates of like maturity and interest rate in any authorized denominations
provided by the Ordinance for the then unredeemed balance of the principal sum thereof will be
issued to the registered owner, without charge. If a Certificate is selected for redemption, in whole
or in part, the City and the Paying Agent/Registrar shall not be required to transfer such Certificate
to an assignee of the registered owner within forty-five (45) days of the redemption date; provided,
however, such limitation on transferability shall not be applicable to an exchange by the registered
owner of the unredeemed balance of a Certificate redeemed in part.
The Certificates are payable from the proceeds of an ad valorem tax levied, within the
limitations prescribed by law, upon all taxable property in the City and are additionally payable
from and secured by a lien on and limited pledge of the Surplus Revenues (as described in the
Ordinance) of the City’s waterworks and sewer system (the “System”), such lien and pledge,
however, being junior and subordinate to the lien on and pledge of the Net Revenues (as defined
in the Ordinance) of the System securing the payment of the Prior Lien Obligations (as defined in
the Ordinance) currently outstanding or as may hereafter be issued by the City. In the Ordinance,
the City reserves and retains the right to issue Prior Lien Obligations without limitation as to
principal amount but subject to any applicable terms, conditions or restrictions under law or
otherwise as well as the right to issue additional obligations payable from the same sources as
the Certificates and equally and ratably secured by a parity lien on and pledge of the Surplus
Revenues of the System.
Reference is hereby made to the Ordinance, a copy of which is on file in the Designated
Payment/Transfer Office of the Paying Agent/Registrar, and to all of the provisions of which the
registered owner by the acceptance hereof hereby assents, for definitions of terms; the
description of and the nature and extent of the tax levied for the payment of the Certificates; the
properties constituting the System; the Net Revenues pledged to the payment of the principal of
and interest on the Certificates; the nature, extent, and manner of enforcement of the pledge; the
terms and conditions relating to the transfer or exchange of this Certificate; the conditions upon
which the Ordinance may be amended or supplemented with or without the consent of the
registered owners; the rights, duties, and obligations of the City and the Paying Agent/Registrar;
the terms and provisions upon which the tax levy and the liens, pledges, charges, and covenants
made therein may be discharged at or prior to the maturity of this Certificate, and this Certificate
deemed to be no longer Outstanding; and, for the other terms and provisions thereof. Capitalized
terms used herein have the meanings assigned in the Ordinance.
This Certificate, subject to certain limitations contained in the Ordinance, may be
transferred on the Security Register only upon its presentation and surrender at Designated
Payment/Transfer Office of the Paying Agent/Registrar, with the Assignment hereon duly
endorsed by, or accompanied by a written instrument of transfer in form satisfactory to the Paying
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Agent/Registrar duly executed by, the registered owner hereof, or his duly authorized agent.
When a transfer on the Security Register occurs, one or more new fully registered Certificates of
the same Stated Maturity, of authorized denominations, bearing the same rate of interest, and of
the same aggregate principal amount will be issued by the Paying Agent/Registrar to the
designated transferee or transferees.
The City and the Paying Agent/Registrar, and any agent of either, may treat the registered
owner hereof whose name appears on the Security Register (i) on the Record Date as the owner
entitled to the payment of the interest hereon, (ii) on the date of surrender of this Certificate as
the owner entitled to the payment of the principal hereof at its Stated Maturity, or upon its prior
redemption, in whole or in part, and (iii) on any other date as the owner for all other purposes,
and neither the City nor the Paying Agent/Registrar, or any agent of either, shall be affected by
notice to the contrary. In the event of a non-payment of interest on a scheduled payment date,
and for thirty (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 City. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (which shall be fifteen (15) days after the Special
Record Date) shall be sent at least five (5) business days prior to the Special Record Date by
United States mail, first class postage prepaid, to the address of each registered owner appearing
on the Security Register at the close of business on the last business day next preceding the date
of mailing of such notice.
It is hereby certified, recited, represented, and covenanted that the City is a duly organized
and legally existing municipal corporation under and by virtue of the Constitution and laws of the
State of Texas; that the issuance of the Certificates is duly authorized by law; that all acts,
conditions, and things required to exist and be done precedent to and in the issuance of the
Certificates to render the same lawful and valid obligations of the City have been properly done,
have happened, and have been performed in regular and due time, form, and manner as required
by the Constitution and laws of the State of Texas, and the Ordinance; that the Certificates do not
exceed any constitutional or statutory limitation; and that due provision has been made for the
payment of the principal of and interest on the Certificates by the levy of a tax and a limited pledge
of and lien on the Surplus Revenues of the System as stated above. In case any provision in this
Certificate or any application thereof shall be invalid, illegal, or unenforceable, the validity, legality,
and enforceability of the remaining provisions and applications shall not in any way be affected
or impaired thereby. The terms and provisions of this Certificate and the Ordinance shall be
construed in accordance with and shall be governed by the laws of the State of Texas.
IN WITNESS WHEREOF, the City Council of the City has caused this Certificate to be
duly executed under the official seal of the City as of the Certificate Date.
CITY OF THE COLONY, TEXAS
__________________________________
[Mayor][Mayor Pro Tem]
COUNTERSIGNED:
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___________________________________
City Secretary
(City Seal)
C.Form of Registration Certificate of Comptroller of Public Accounts to Appear
on Initial Certificate(s) Only.
REGISTRATION CERTIFICATE OF
THE COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER §
§
OF PUBLIC ACCOUNTS §REGISTER NO.
§
THE STATE OF TEXAS §
I HEREBY CERTIFY that this Certificate has been examined, certified as to validity,
approved by the Attorney General of the State of Texas, and duly registered by the Comptroller
of Public Accounts of the State of Texas.
WITNESS my signature and seal of office this ____________________________.
_________________________________
Comptroller of Public Accounts
of the State of Texas
(Seal)
D.Form of Registration Certificate of Paying Agent/Registrar to Appear on
Definitive Certificates Only.
REGISTRATION CERTIFICATE OF PAYING AGENT/REGISTRAR
This Certificate has been duly issued and registered under the provisions of the within -
mentioned Ordinance; the certificate or certificates of the above entitled and designated series
originally delivered having been approved by the Attorney General of the State of Texas and
registered by the Comptroller of Public Accounts, as shown by the records of the Paying
Agent/Registrar.
The office of the Paying Agent/Registrar in St. Paul, Minnesota, is the Designated
Payment/Transfer Office for this Certificate.
U.S. BANK TRUST COMPANY, NATIONAL
ASSOCIATION, Dallas, Texas
as Paying Agent/Registrar
Registered this date:
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By:
Authorized Signature
E.Form of Assignment.
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns, and transfers unto (Print
or typewrite name, address, and zip code of transferee:)
(Social Security or other identifying number:
)
the within Certificate and all rights thereunder, and hereby irrevocably constitutes and appoints
____________________________________________ attorney to transfer the within Certificate
on the books kept for registration thereof, with full power of substitution in the premises.
DATED:
Signature guaranteed:
NOTICE: The signature on this assignment
must correspond with the name of the
registered owner as it appears on the face
of the within Certificate in every particular.
F.The Initial Certificate(s) shall be in the form set forth in paragraph (B) of this
Section, except that the form of a single, fully-registered Certificate shall be modified as
follows:
Heading and first paragraph shall be modified as follows:
REGISTERED REGISTERED
NO. T-1 $_________
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF THE COLONY, TEXAS
COMBINATION TAX AND LIMITED SURPLUS REVENUE
CERTIFICATE OF OBLIGATION
SERIES 2022
Certificate Date: May 15, 2022
Registered Owner: ____________________________
Principal Amount: ______ MILLION ____ HUNDRED ______ THOUSAND DOLLARS
The City of The Colony (hereinafter referred to as the “City”), a body corporate and
municipal corporation in the County of Denton, State of Texas, for value received, acknowledges
itself indebted to and hereby promises to pay to the registered owner named above, or the
registered assigns thereof (the "Registered Owner"), the Principal Amount hereinabove stated,
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on February 15 in each of the years and in principal installments in accordance with the following
schedule:
PRINCIPAL INTEREST
YEAR INSTALLMENTS ($)RATE (%)
(Information to be inserted from Section 2 hereof)
(or so much principal thereof as shall not have been redeemed prior to maturity) and to pay
interest on the unpaid Principal Amount hereof from the date of the initial delivery of the
Certificates at the per annum rates of interest specified above computed on the basis of a 360-
day year of twelve 30-day months; such interest being payable on February 15 and August 15 in
each year, commencing February 15, 2023, until maturity or prior redemption. Principal
installments of this Certificate are payable on the Stated Maturity dates or on a redemption date
to the registered owner hereof by U.S. Bank Trust Company, National Association, Dallas, Texas
(the “Paying Agent/Registrar”), upon its presentation and surrender at its designated offices,
initially in St. Paul, Minnesota, or, with respect to a successor paying agent/registrar, at the
designated office of such successor (the “Designated Payment/Transfer Office”). Interest shall
be payable to the registered owner of this Certificate whose name appears on the “Security
Register” maintained by the Paying Agent/Registrar at the close of business on the “Record Date”,
which is the last business day of the month next preceding the interest payment date hereof and
interest shall be paid by the Paying Agent/Registrar by check sent by United States mail, first-
class, postage prepaid, to the address of the registered owner recorded in the Security Register
or by such other method, acceptable to the Paying Agent/Registrar, requested by and at the risk
and expense of the registered owner. All payments of principal of, premium, if any, and interest
on this Certificate shall be in any coin or currency of the United States of America which at the
time of payment is legal tender for the payment of public and private debts. If the date for the
payment of the principal of or interest on the Certificates shall be a Saturday, Sunday, a legal
holiday, or a day when banking institutions in the city where the Designated Payment/Transfer
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 when such 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.
Section 10.Definitions. For purposes of this Ordinance and for clarity with respect to
the issuance of the Certificates herein authorized, and the levy of taxes and appropriation of
Surplus Revenues therefor, the following definitions are provided:
(a)The term “Additional Obligations” shall mean tax and revenue obligations hereafter
issued which by their terms are payable from ad valorem taxes and additionally payable from and
secured by a lien on and pledge of the Surplus Revenues of the System of equal rank and dignity
with the lien and pledge securing the payment of the Certificates.
(b)The term “Certificates” shall mean the “City of The Colony, Texas, Combination
Tax and Limited Surplus Revenue Certificates of Obligation, Series 2022” authorized by this
Ordinance.
(c)The term “Certificate Account” shall mean the special account created and
established under the provisions of Section 11 of this Ordinance.
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(d)The term “Collection Date” shall mean, when reference is being made to the levy
and collection of annual ad valorem taxes, the date the annual ad valorem taxes levied each year
by the City become delinquent.
(e)The term “Fiscal Year” shall mean the twelve month operating period ending on
September 30th of each year unless otherwise designated by the City.
(f)The term “Government Securities” shall mean (i) direct noncallable obligations of
the United States of America, including obligations the principal of and interest on which are
unconditionally guaranteed by the United States of America, (ii) noncallable obligations of an
agency or instrumentality of the United States, including obligations unconditionally guaranteed
or insured by the agency or instrumentality and, on the date of their acquisition or purchase by
the City, are rated as to investment quality by a nationally recognized investment rating firm not
less than AAA or its equivalent, (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
of their acquisition or purchase by the City, are rated as to investment quality by a nationally
recognized investment rating firm not less than AAA or its equivalent and (iv) any other then
authorized securities or obligations that may be used to defease obligations such as the
Certificates under the then applicable laws of the State of Texas.
(g)The term “Net Revenues” shall mean all income, revenues and receipts of every
nature derived from and received by virtue of the operation of the System (including interest
income and earnings received from the investment of moneys in the special funds or accounts
created by this ordinance or ordinances authorizing the issuance of additional bonds), after
deducting and paying, and making provision for the payment of, current expenses of maintenance
and operation thereof, including all salaries, labor, materials, repairs and extensions necessary
to render efficient service; provided, however, that only such expenses for repairs and extensions
as in the judgment of the City Council, reasonably and fairly exercised, are necessary to keep the
System in operation and render adequate service to the City and the inhabitants thereof, or such
as might be necessary to meet some physical accident or condition which would otherwise impair
any obligations payable from Net Revenues of the System shall be deducted in determining “Net
Revenues”. Contractual payments for the purchase of water or the treatment of sewage shall be
maintenance and operating expenses of the System to the extent provided in the contract incurred
therefor and as may be authorized by statute. Depreciation shall never be considered as an
expense of operation and maintenance.
(h)The term “Outstanding” when used in this Ordinance with respect to Certificates
means, as of the date of determination, all Certificates theretofore issued and delivered under this
Ordinance, except:
(1)those Certificates theretofore canceled by the Paying Agent/Registrar or
delivered to the Paying Agent/Registrar for cancellation;
(2)those Certificates for which payment has been duly provided by the City in
accordance with the provisions of Section 25 hereof by the irrevocable deposit with the
Paying Agent/Registrar, or an authorized escrow agent, of money or Government
Securities, or both, in the amount necessary to fully pay the principal of, premium, if any,
and interest thereon to maturity; and
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(3)those Certificates that have been mutilated, destroyed, lost, or stolen and
for which (i) replacement Certificates have been registered and delivered in lieu thereof or
(ii) have been paid, all as provided in Section 23 hereof.
(i)Reserved.
(j)The term “Prior Lien Obligations” shall mean all bonds or other obligations now
outstanding and hereafter issued that are payable from and secured by a lien on and pledge of
all or any part of the Net Revenues of the System, including but not limited to, (i) all bonds
hereafter issued to refund any part of the aforesaid bonds or other obligations listed in this
definition if the same are made payable from and secured by a lien on and pledge of the Net
Revenues of the System, and (ii) any obligations hereafter issued on a parity (insofar as the
revenues of the System are concerned) with such Prior Lien Obligations or refunding bonds
issued to refund such obligations if the same are made payable from and secured by a lien on
and pledge of the Net Revenues of the System.
(k)The term “Surplus Revenues” shall mean available Net Revenues of the System
remaining after the payment of all debt service, reserve and other requirements in connection with
the City’s revenue bonds or other obligations, now or hereafter outstanding, including but not
limited to the Prior Lien Obligations, which are payable from all or any part of such Net Revenues.
(l)The term “System” shall mean the City’s existing waterworks and sewer system,
including all properties (real, personal or mixed and tangible or intangible) owned, operated,
maintained and vested in the City for the supply, treatment and distribution of treated water for
domestic, commercial, industrial and other uses, and the collection and treatment of water carried
wastes, and future additions, extensions, replacements and improvements thereto.
Section 11.Certificate Account. For the purpose of paying the interest on and to
provide a sinking fund for the payment and retirement of the Certificates, there shall be and is
hereby created a special fund or account to be designated “SPECIAL 2022 COMBINATION TAX
AND LIMITED SURPLUS REVENUE CERTIFICATE OF OBLIGATION ACCOUNT” (the
“Certificate Account”), which fund or account shall be maintained on the records of the City and
deposited in a special fund maintained at an official depository of the City’s funds, and moneys
deposited in said fund or account shall be used for no other purpose. The Mayor, Mayor Pro
Tem, City Manager, Director of Finance and City Secretary, any one or more of said officials of
the City, are hereby authorized and directed to make withdrawals from said fund or account
sufficient to pay the principal of and interest on the Certificates as the same become due and
payable, and, shall cause to be transferred to the Paying Agent/Registrar from moneys on deposit
in the Certificate Account (on or prior to a principal and/or interest payment date) an amount
sufficient to pay the amount of principal and/or interest falling due on the Certificates.
Pending the transfer of funds to the Paying Agent/Registrar, money in the Certificate
Account may, at the option of the City, invested in investments authorized by the Public Funds
Investment Act, Texas Government Code, Chapter 2256, as amended, and the City’s investment
policy; provided that all such deposits and investments shall be made in such a manner that the
money required to be expended from said Certificate Account will be available at the proper time
or times. All interest and income derived from deposits and investments in the Certificate Account
shall be credited to, and any losses debited to, such account. All investments in the Certificate
Account shall be sold promptly when necessary to prevent any default in connection with the
Certificates.
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Section 12.Tax Levy. To provide for the payment of the “Debt Service Requirements”
on the Certificates being (i) the interest on said Certificates and (ii) a sinking fund for their
redemption at maturity or a sinking fund of 2% (whichever amount shall be the greater), there
shall be and there is hereby levied, within the limitations prescribed by law, for the current year
and each succeeding year thereafter while said Certificates or any interest thereon shall remain
Outstanding, a sufficient tax on each one hundred dollars’ valuation of taxable property in said
City, adequate to pay such Debt Service Requirements, full allowance being made for
delinquencies and costs of collection; said tax shall be assessed and collected each year and
applied to the payment of the Debt Service Requirements, and the same shall not be diverted to
any other purpose. The taxes so levied and collected shall be paid into the Certificate Account.
The City Council hereby declares its purpose and intent to provide and levy a tax legally and fully
sufficient to pay the said Debt Service Requirements, it having been determined that the existing
and available taxing authority of the City for such purpose is adequate to permit a legally sufficient
tax in consideration of all other outstanding indebtedness.
The amount of taxes to be provided annually for the payment of the principal of and interest
on the Certificates shall be determined and accomplished in the following manner:
Prior to the date the City Council establishes the annual tax rate and passes an ordinance
levying ad valorem taxes each year, the City Council shall determine:
(1)The amount on deposit in the Certificate Account after (a) deducting
therefrom the total amount of Debt Service Requirements to become due on Certificates
prior to the Collection Date for the ad valorem taxes to be levied and (b) adding thereto
the amount of the Net Revenues of the System appropriated and allocated to pay such
Debt Service Requirements prior to the Collection Date for the ad valorem taxes to be
levied.
(2)The amount of Surplus Revenues and any other lawfully available
revenues which are appropriated and to be set aside during such fiscal year for the
payment of the Debt Service Requirements on the Certificates between the Collection
Date for the taxes then to be levied and the Collection Date for the taxes to be levied
during the next succeeding fiscal year.
(3)The amount of Debt Service Requirements to become due and payable on
the Certificates between the Collection Date for the taxes then to be levied and the
Collection Date for the taxes to be levied during the next succeeding calendar year.
The amount of taxes to be levied annually each year to pay the Debt Service
Requirements on the Certificates shall be the amount established in paragraph (3) above less the
sum total of the amounts established in paragraphs (1) and (2), after taking into consideration
delinquencies and costs of collecting such annual taxes.
Section 13.Pledge of Revenues. The City hereby covenants and agrees that, subject
to the prior lien on and pledge of the Net Revenues to the payment and security of the Prior Lien
Obligations, the Surplus Revenues are hereby irrevocably pledged to the payment of the principal
of and interest on the Certificates, and the pledge of Surplus Revenues herein made for the
payment of the Certificates shall be limited to $1,000 and shall constitute a lien on the Surplus
Revenues until such time as the City shall pay all of such $1,000, after which time the pledge
shall cease, all in accordance with the terms and provisions hereof and be valid and binding and
fully perfected from and after the date of adoption of this Ordinance without physical delivery or
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transfer or transfer of control of the Surplus Revenues, the filing of this Ordinance or any other
act; all as provided in Texas Government Code, Chapter 1208, as amended (“Chapter 1208”).
Chapter 1208 applies to the issuance of the Certificates and the pledge of the Surplus
Revenues of the System granted by the City under this Section 13, and such pledge is therefore
valid, effective and perfected. If Texas law is amended at any time while the Certificates are
Outstanding such that the pledge of the Surplus Revenues of the System granted by the City
under this Section 13 is to be subject to the filing requirements of Texas Business and Commerce
Code, Chapter 9, as amended, then in order to preserve to the registered owners of the
Certificates the perfection of the security interest in said pledge, the City agrees to take such
measures as it determines are reasonable and necessary under Texas law to comply with the
applicable provisions of Texas Business and Commerce Code, Chapter 9, as amended, and
enable a filing to perfect the security interest in said pledge to occur.
Section 14.Revenue Fund. The City hereby covenants and agrees that all revenues
derived from the operation of the System shall be kept separate and apart from all other funds,
accounts, and moneys of the City, and shall be deposited as collected into the “City of The Colony,
Texas, Water and Sewer System Revenue Bonds Revenue Fund” (heretofore created and
established in the connection with the issuance of outstanding Prior Lien Obligations and
hereinafter called the “Revenue Fund”). All moneys deposited in the Revenue Fund shall be
pledged and appropriated to the extent required for the following purposes and in the order of
priority shown, to wit:
First: To the payment of the reasonable and proper maintenance and operation expenses
of the System as defined herein or required by statute or ordinances authorizing the Prior
Lien Obligations to be a first charge on and claim against the revenues of the System.
Second: To the payment of all amounts required to be deposited in the special funds
created and established for the payment, security and benefit of Prior Lien Obligations in
accordance with the terms and provisions of the ordinances authorizing the issuance of
Prior Lien Obligations.
Third: To the payment of the limited amounts required to be deposited in the special funds
and accounts created and established for the payment of the Certificates and Additional
Obligations.
Any Net Revenues remaining in the Revenue Fund after satisfying the foregoing
payments, or making adequate and sufficient provision for the payment thereof, may be
appropriated and used for any other City purpose now or hereafter permitted by law.
Section 15.Deposits to Certificate Account. The City agrees to cause to be
deposited in the Certificate Account prior to a principal and interest payment date for the
Certificates from the Surplus Revenues in the Revenue Fund, after the deduction of all payments
required to be made to the special Funds or accounts created for the payment and security of the
Prior Lien Obligations, or from ad valorem taxes or other lawfully available funds, as applicable,
any amounts budgeted to be paid from the Certificate Account in such Fiscal Year.
Accrued interest and premium, if any, received from the purchaser of the Certificates shall
be deposited to the Certificate Account. In addition, any surplus proceeds from the sale of the
Certificates not expended for authorized purposes shall be deposited in the Certificate Account,
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and such amounts so deposited shall reduce the sums otherwise required to be deposited in said
Certificate Account.
Section 16.Security of Funds. All moneys on deposit in the Funds for which this
Ordinance makes provision (except any portion thereof as may be at any time properly invested)
shall be secured in the manner and to the fullest extent required by the laws of Texas for the
security of public funds, and moneys on deposit in such Funds shall be used only for the purposes
permitted by this Ordinance.
Section 17.Remedies in Event of Default. In addition to all the rights and remedies
provided by the laws of the State of Texas, the City covenants and agrees particularly that in the
event the City (a) defaults in the payments to be made to the Certificate Account, or (b) defaults
in the observance or performance of any other of the covenants, conditions, or obligations set
forth in this Ordinance, any Holder shall be entitled to a writ of mandamus issued by a court of
proper jurisdiction compelling and requiring the governing body of the City and other officers of
the City to observe and perform any covenant, condition, or obligation prescribed in this
Ordinance.
No delay or omission to exercise any right or power accruing upon any 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 and power may be exercised from time to time and as often as may
be deemed expedient. The specific remedies herein provided shall be cumulative of all other
existing remedies and the specification of such remedies shall not be deemed to be exclusive.
Section 18.Special Covenants. The City hereby covenants as follows:
(i)That it has the lawful power to pledge the Surplus Revenues supporting
this issue of Certificates and has lawfully exercised said powers under the Constitution
and laws of the State of Texas, including said power existing under Texas Local
Government Code, Subchapter C of Chapter 271, as amended, and Texas Government
Code, Chapter 1502, as amended.
(ii)That other than for the payment of the outstanding Prior Lien Obligations
and the Certificates, the Net Revenues are not pledged to the payment of any debt or
obligation of the City or of the System.
(iii)That other than for the payment of the outstanding Certificates, the Surplus
Revenues are not pledged to the payment of any debt or obligation of the City or of the
System.
(iv)That, as long as any Certificates or any interest thereon remain
Outstanding, and the pledge of the Surplus Revenues has not been fully satisfied, the City
will not sell, lease, or encumber the System or any substantial part thereof, provided that
this covenant shall not be construed to prohibit the sale of such machinery, or other
properties or equipment which has become obsolete or otherwise unsuited to the efficient
operation of the System.
(v)The City recognizes that the purchasers and owners of the Certificates will
have accepted them on, and paid a price which reflects, the understanding that interest
thereon is excludable from federal income taxation under laws in force at the time the
Certificates shall have been delivered. In this connection the City covenants to take no
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action or fail to take any action, which action or failure to act may render the interest on
any of such Certificates subject to federal income taxation, particularly pursuant to Section
103 of the Internal Revenue Code of 1986, as amended (the “Code”), nor shall the City
take any action or fail to take any action, which action or failure to act, would have the
effect of causing the income derived by the City from the System to become subject to
federal income taxation in the hands of the City, whether or not provision shall have been
made for the payment of such Certificates.
Section 19.Issuance of Additional Obligations. The City hereby expressly reserves
the right to hereafter issue Prior Lien Obligations and Additional Obligations without limitation as
to principal amount but subject to any terms, conditions or restrictions applicable thereto under
law or otherwise.
Additional Prior Lien Obligations and Additional Obligations, if issued, may be payable, in
whole or in part, from Net Revenues (without impairment of the obligation of contract with the
holders of Certificates) upon such terms and conditions as the City Council may determine.
Additional Obligations, if issued and payable, in whole or in part, from Surplus Revenues (as
defined in the same or similar terms as the term Surplus Revenues is defined in this Ordinance),
shall not in any event be construed as payable from the Surplus Revenues required by this
Ordinance to be budgeted and appropriated for the payment of the Certificates and interest
thereon.
It is the intention of this governing body and accordingly hereby recognized and stipulated
that the provisions, agreements and covenants contained herein bearing upon the management
and operations of the System, and the administering and application of revenues derived from
the operation thereof, shall to the extent possible be harmonized with like provisions, agreements
and covenants contained in the ordinances authorizing the issuance of the Prior Lien Obligations,
and to the extent of any irreconcilable conflict between the provisions contained herein and in the
ordinances authorizing the issuance of the Prior Lien Obligations, the provisions, agreements and
covenants contained therein shall prevail to the extent of such conflict and be applicable to this
Ordinance but in all respects subject to the priority of rights and benefits, if any, conferred thereby
to the holders of the Prior Lien Obligations.
Section 20.Sale of the Certificates – Official Statement Approval. Pursuant to a
public sale for the Certificates, the bid submitted by _______________ (herein referred to as the
“Purchasers”) is declared to be the best bid received producing the lowest true interest cost rate
to the City, and the sale of the Certificates to the Purchasers at the price of par plus premium in
the amount of $__________ is hereby determined to be in the best interests of the City and is
approved and confirmed. Delivery of the Certificates to the Purchasers shall occur as soon as
possible upon payment being made therefor in accordance with the terms of sale. The Initial
Certificate shall be registered in the name as provided in the winning bid.
Furthermore, the use of the Preliminary Official Statement by the Purchasers in connection
with the public offering and sale of the Certificates is hereby ratified, confirmed and approved in
all respects and such Preliminary Official Statement is hereby deemed "final" as of its date within
the meaning and for the purposes of paragraph (b)(1) of Rule 15c2-12 under the Securities and
Exchange Act of 1934, as amended. The final Official Statement, which reflects the terms of sale
(together with such changes approved by the Mayor, Mayor Pro Tem, City Manager, Director of
Finance or City Secretary, any one or more of said officials), shall be and is hereby in all respects
approved and the Purchasers are hereby authorized to use and distribute said final Official
Statement, dated May 17, 2022, in the reoffering, sale and delivery of the Certificates to the public.
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The Mayor or Mayor Pro Tem and City Secretary are further authorized to execute and deliver for
and on behalf of the City copies of said Official Statement in final form as may be required by the
Purchasers, and such final Official Statement in the form and content executed by said officials
shall be deemed to be approved by the Council and constitute the Official Statement authorized
for distribution and use by the Purchasers.
Section 21.Notices to Owners - Waiver. Wherever this Ordinance provides for notice
to Holders of any event, such notice shall be sufficiently given (unless otherwise herein expressly
provided) if in writing and sent by United States mail, first-class, postage prepaid, to the address
of each Holder appearing on the Security Register at the close of business on the business day
next preceding the mailing of such notice.
In any case where notice to Holders is given by mail, neither the failure to mail such notice
to any particular Holders, nor any defect in any notice so mailed, shall affect the sufficiency of
such notice with respect to all other Certificates. Where this Ordinance provides for notice in any
manner, such notice may be waived in writing by the Holder entitled to receive such notice, either
before or after the event with respect to which such notice is given; and, such waiver shall be the
equivalent of such notice. Waivers of notice by Holders shall be filed with the Paying
Agent/Registrar, but such filing shall not be a condition precedent to the validity of any action
taken in reliance upon such waiver.
Section 22.Cancellation. All Certificates surrendered for payment, redemption,
transfer, exchange, or replacement, if surrendered to the Paying Agent/Registrar, shall be
promptly canceled by it; and, if surrendered to the City, shall be delivered to the Paying
Agent/Registrar and, if not already canceled, shall be promptly canceled by the Paying
Agent/Registrar. The City may at any time deliver to the Paying Agent/Registrar for cancellation
any Certificates previously certified or registered and delivered which the City may have acquired
in any manner whatsoever, and all Certificates so delivered shall be promptly canceled by the
Paying Agent/Registrar. All canceled Certificates held by the Paying Agent/Registrar shall be
returned to the City.
Section 23.Mutilated, Destroyed, Lost, and Stolen Certificates. If (a) any mutilated
Certificate is surrendered to the Paying Agent/Registrar, or the City and the Paying
Agent/Registrar receive evidence to their satisfaction of the destruction, loss, or theft of any
Certificate, and (b) there is delivered to the City and the Paying Agent/Registrar such security or
indemnity as may be required to save each of them harmless, then, in the absence of notice to
the City or the Paying Agent/Registrar that such Certificate has been acquired by a bona fide
purchaser, the City shall execute and, upon its request, the Paying Agent/Registrar shall register
and deliver, in exchange for or in lieu of any such mutilated, destroyed, lost, or stolen Certificate,
a new Certificate of the same Stated Maturity and of like tenor and principal amount, bearing a
number not contemporaneously outstanding.
In case any such mutilated, destroyed, lost, or stolen Certificate has become or is about
to become due and payable, the City in its discretion may, instead of issuing a new Certificate,
pay such Certificate.
Upon the issuance of any new Certificate under this Section, the City may require payment
by the Holder of a sum sufficient to cover any tax or other governmental charge imposed in relation
thereto and any other expenses (including the fees and expenses of the Paying Agent/Registrar)
connected therewith.
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Every new Certificate issued pursuant to this Section in lieu of any mutilated, destroyed,
lost, or stolen Certificate shall constitute a replacement of the prior obligation of the City, whether
or not the mutilated, destroyed, lost, or stolen Certificate shall be at any time enforceable by
anyone, and shall be entitled to all the benefits of this Ordinance equally and ratably with all other
Outstanding Certificates.
The provisions of this Section are exclusive and shall preclude (to the extent lawful) all
other rights and remedies with respect to the replacement and payment of mutilated, destroyed,
lost, or stolen Certificates.
Section 24.Covenants to Maintain Tax-Exempt Status of Interest on the
Certificates.
(a)Definitions. When used in this Section, the following terms shall have the
following meanings:
“Closing Date” means the date on which the Certificates are first
authenticated and delivered to the initial purchasers against payment therefor.
“Code” means the Internal Revenue Code of 1986, as amended by all
legislation, if any, effective on or before the Closing Date.
“Computation Date” has the meaning set forth in Section 1.148-1(b) of the
Regulations.
“Gross Proceeds” means any proceeds as defined in Section 1.148-1(b) of
the Regulations, and any replacement proceeds as defined in Section 1.148-1(c)
of the Regulations, of the Certificates.
“Investment” has the meaning set forth in Section 1.148-1(b) of the
Regulations.
“Nonpurpose Investment” means any investment property, as defined in
Section 148(b) of the Code, in which Gross Proceeds of the Certificates are
invested and which is not acquired to carry out the governmental purposes of the
Certificates.
“Rebate Amount” has the meaning set forth in Section 1.148-1(b) of the
Regulations.
“Regulations” means any proposed, temporary, or final Income Tax
Regulations issued pursuant to Sections 103 and 141 through 150 of the Code,
and 103 of the Internal Revenue Code of 1954, which are applicable to the
Certificates. Any reference to any specific Regulation shall also mean, as
appropriate, any proposed, temporary or final Income Tax Regulation designed to
supplement, amend or replace the specific Regulation referenced.
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“Yield” of
(1)any Investment has the meaning set forth in Section 1.148-5 of the
Regulations; and
(2)the Certificates has the meaning set forth in Section 1.148-4 of the
Regulations.
(b)Not to Cause Interest to Become Taxable. The City shall not use, permit the
use of, or omit to use Gross Proceeds or any other amounts (or any property the acquisition,
construction or improvement of which is to be financed directly or indirectly with Gross Proceeds)
in a manner which if made or omitted, respectively, would cause the interest on any Certificate to
become includable in the gross income, as defined in Section 61 of the Code, of the owner thereof
for federal income tax purposes. Without limiting the generality of the foregoing, unless and until
the City receives a written opinion of counsel nationally recognized in the field of municipal bond
law to the effect that failure to comply with such covenant will not adversely affect the exemption
from federal income tax of the interest on any Certificate, the City shall comply with each of the
specific covenants in this Section.
(c)No Private Use or Private Payments. Except as permitted by Section 141 of the
Code and the Regulations and rulings thereunder, the City shall at all times prior to the last Stated
Maturity of Certificates:
(1)exclusively own, operate and possess all property the acquisition,
construction or improvement of which is to be financed or refinanced directly or
indirectly with Gross Proceeds of the Certificates, and not use or permit the use of
such Gross Proceeds (including all contractual arrangements with terms different
than those applicable to the general public) or any property acquired, constructed
or improved with such Gross Proceeds in any activity carried on by any person or
entity (including the United States or any agency, department and instrumentality
thereof) other than a state or local government, unless such use is solely as a
member of the general public; and
(2)not directly or indirectly impose or accept any charge or other
payment by any person or entity who is treated as using Gross Proceeds of the
Certificates or any property the acquisition, construction or improvement of which
is to be financed or refinanced directly or indirectly with such Gross Proceeds,
other than taxes of general application within the City or interest earned on
investments acquired with such Gross Proceeds pending application for their
intended purposes.
(d)No Private Loan. Except to the extent permitted by Section 141 of the Code and
the Regulations and rulings thereunder, the City shall not use Gross Proceeds of the Certificates
to make or finance loans to any person or entity other than a state or local government. For
purposes of the foregoing covenant, such Gross Proceeds are considered to be “loaned” to a
person or entity if: (1) property acquired, constructed or improved with such Gross Proceeds is
sold or leased to such person or entity in a transaction which creates a debt for federal income
tax purposes; (2) capacity in or service from such property is committed to such person or entity
under a take or pay, output or similar contract or arrangement; or (3) indirect benefits, or burdens
and benefits of ownership, of such Gross Proceeds or any property acquired, constructed or
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improved with such Gross Proceeds are otherwise transferred in a transaction which is the
economic equivalent of a loan.
(e)Not to Invest at Higher Yield. Except to the extent permitted by Section 148 of
the Code and the Regulations and rulings thereunder, the City shall not at any time prior to the
final Stated Maturity of the Certificates directly or indirectly invest Gross Proceeds in any
Investment (or use Gross Proceeds to replace money so invested), if as a result of such
investment the Yield from the Closing Date of all Investments acquired with Gross Proceeds (or
with money replaced thereby), whether then held or previously disposed of, exceeds the Yield of
the Certificates.
(f)Not Federally Guaranteed. Except to the extent permitted by Section 149(b) of
the Code and the Regulations and rulings thereunder, the City shall not take or omit to take any
action which would cause the Certificates to be federally guaranteed within the meaning of
Section 149(b) of the Code and the Regulations and rulings thereunder.
(g)Information Report. The City shall timely file the information required by Section
149(e) of the Code with the Secretary of the Treasury on Form 8038-G or such other form and in
such place as the Secretary may prescribe.
(h)Rebate of Arbitrage Profits. Except to the extent otherwise provided in Section
148(f) of the Code and the Regulations and rulings thereunder:
(1)The City shall account for all Gross Proceeds (including all receipts,
expenditures and investments thereof) on its books of account separately and
apart from all other funds (and receipts, expenditures and investments thereof) and
shall retain all records of accounting for at least six years after the day on which
the last outstanding Certificate is discharged. However, to the extent permitted by
law, the City may commingle Gross Proceeds of the Certificates with other money
of the City, provided that the City separately accounts for each receipt and
expenditure of Gross Proceeds and the obligations acquired therewith.
(2)Not less frequently than each Computation Date, the City shall
calculate the Rebate Amount in accordance with rules set forth in Section 148(f)
of the Code and the Regulations and rulings thereunder. The City shall maintain
such calculations with its official transcript of proceedings relating to the issuance
of the Certificates until six years after the final Computation Date.
(3)As additional consideration for the purchase of the Certificates by
the Purchasers and the loan of the money represented thereby and in order to
induce such purchase by measures designed to insure the excludability of the
interest thereon from the gross income of the owners thereof for federal income
tax purposes, the City shall pay to the United States out of the Certificate Account
or its general fund, as permitted by applicable Texas statute, regulation or opinion
of the Attorney General of the State of Texas, the amount that when added to the
future value of previous rebate payments made for the Certificates equals (i) in the
case of a Final Computation Date as defined in Section 1.148-3(e)(2) of the
Regulations, one hundred percent (100%) of the Rebate Amount on such date;
and (ii) in the case of any other Computation Date, ninety percent (90%) of the
Rebate Amount on such date. In all cases, the rebate payments shall be made at
the times, in the installments, to the place and in the manner as is or may be
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required by Section 148(f) of the Code and the Regulations and rulings thereunder,
and shall be accompanied by Form 8038-T or such other forms and information as
is or may be required by Section 148(f) of the Code and the Regulations and rulings
thereunder.
(4)The City shall exercise reasonable diligence to assure that no errors
are made in the calculations and payments required by paragraphs (2) and (3),
and if an error is made, to discover and promptly correct such error within a
reasonable amount of time thereafter (and in all events within one hundred eighty
(180) days after discovery of the error), including payment to the United States of
any additional Rebate Amount owed to it, interest thereon, and any penalty
imposed under Section 1.148-3(h) of the Regulations.
(i)Not to Divert Arbitrage Profits. Except to the extent permitted by Section 148 of
the Code and the Regulations and rulings thereunder, the City shall not, at any time prior to the
earlier of the Stated Maturity or final payment of the Certificates, enter into any transaction that
reduces the amount required to be paid to the United States pursuant to subsection (h) of this
Section because such transaction results in a smaller profit or a larger loss than would have
resulted if the transaction had been at arm’s length and had the Yield of the Certificates not been
relevant to either party.
(j)Elections. The City hereby directs and authorizes the Mayor, Mayor Pro Tem,
City Manager, and Director of Finance, either or any combination of them, to make elections
permitted or required pursuant to the provisions of the Code or the Regulations, as they deem
necessary or appropriate in connection with the Certificates, in the Certificate as to Tax Exemption
or similar or other appropriate certificate, form or document.
Section 25.Satisfaction of Obligations of City. If the City shall pay or cause to be
paid, or there shall otherwise be paid to the Holders, the principal of, premium, if any, and interest
on the Certificates, at the times and in the manner stipulated in this Ordinance, then the pledge
of taxes levied and the lien on and pledge of the Net Revenues under this Ordinance and all
covenants, agreements, and other obligations of the City to the Holders shall thereupon cease,
terminate, and be discharged and satisfied.
The Certificates, or any principal amount(s) thereof, shall be deemed to have been paid
within the meaning and with the effect expressed above in this Section when (a) money sufficient
to pay in full such Certificates or the principal amount(s) thereof at maturity or the redemption date
therefor, together with all interest due thereon, shall have been irrevocably deposited with and
held in trust by the Paying Agent/Registrar, or an authorized escrow agent, or (b) Government
Securities shall have been irrevocably deposited in trust with the Paying Agent/Registrar, or an
authorized escrow agent, which Government Securities have been certified by an independent
accounting or consulting firm to mature as to principal and interest in such amounts and at such
times as will insure the availability, without reinvestment, of sufficient money, together with any
moneys deposited therewith, if any, to pay when due the principal of and interest on such
Certificates, on and prior to the Stated Maturity thereof or (if notice of redemption has been duly
given or waived or if irrevocable arrangements therefor have been made) the redemption date
thereof. The City covenants that no deposit of moneys or Government Securities will be made
under this Section and no use made of any such deposit which would cause the Certificates to be
treated as “arbitrage bonds” within the meaning of Section 148 of the Code or regulations adopted
pursuant thereto.
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Any moneys so deposited with the Paying Agent/Registrar, and all income from
Government Securities held in trust by the Paying Agent/Registrar, or an authorized escrow
agent, pursuant to this Section which is not required for the payment of the Certificates, or any
principal amount(s) thereof, or interest thereon with respect to which such moneys have been so
deposited shall be remitted to the City or deposited as directed by the City. Furthermore, upon
the City’s request, the Paying Agent/Registrar shall remit to the city along with a written receipt,
any moneys deposited and held in trust by the Paying Agent/Registrar for the payment of the
principal of and interest on the Certificates which remain unclaimed for a period of three (3) years
after being so deposited and held on the Stated Maturity or applicable redemption date on the
Certificates. Notwithstanding the above and foregoing, any remittance of funds from the Paying
Agent/Registrar to the City shall be subject to any applicable unclaimed property laws of the State
of Texas.
Section 26.Proceeds of Sale. The proceeds of sale of the Certificates, excluding the
amounts to pay costs of issuance, shall be deposited in a construction fund maintained at the
City’s depository bank. Pending expenditure for authorized projects and purposes, such proceeds
of sale may be invested in authorized investments in accordance with the provisions of Texas
Government Code, Chapter 2256, as amended, including guaranteed investment contracts and
the City’s investment policies and guidelines, and any investment earnings realized may be
expended for such authorized projects and purposes or deposited in the Certificate Account as
shall be determined by the City Council. All surplus proceeds of sale of the Certificates, including
investment earnings, remaining after completion of all authorized projects or purposes shall be
deposited to the credit of the Certificate Account.
Section 27.Ordinance a Contract - Amendments. The provisions of this Ordinance
shall constitute a contract with the Holders; and, the City shall not amend or repeal any of the
provisions of this Ordinance so long as any Certificate remains Outstanding except as permitted
in this Section and Section 28 hereof. The City, may, without the consent of or notice to any
Holders, from time to time and at any time, amend this Ordinance in any manner not detrimental
to the interests of the Holders, including the curing of any ambiguity, inconsistency, or formal
defect or omission herein. In addition, with the written consent of the registered owner or owners
holding a majority in aggregate principal amount of the Certificates then Outstanding affected
thereby, the City may amend, add to, or rescind any of the provisions of this Ordinance; provided
that, without the consent of all Holders of Outstanding Certificates, no such amendment, addition
or rescission shall: (1) extend the time or times of payment of the principal of, premium, if any,
and interest on the Certificates, reduce the principal amount thereof, the redemption price
therefor, or the rate of interest thereon, or in any other way modify the terms of payment of the
principal of, premium, if any, or interest on the Certificates; (2) give any preference to any
Certificate over any other Certificate; or, (3) reduce the aggregate principal amount of Certificates
required to be held by Holders for consent to any such amendment, addition or rescission.
Section 28.Continuing Disclosure Undertaking.
(a)Definitions. As used in this Section, the following terms have the meanings
ascribed to such terms below:
“Financial Obligation” means a (a) debt obligation; (b) derivative instrument
entered into in connection with, or pledged as security or a source of payment for,
an existing or planned debt obligation; or (c) guarantee of a debt obligation or any
such derivative instrument; provided that “financial obligation” shall not include
municipal securities (as defined in the Securities Exchange Act of 1934, as
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amended) as to which a final official statement (as defined in the Rule) has been
provided to the MSRB consistent with the Rule.
“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.
The City shall provide annually to the MSRB (1) within six months after the end of each
fiscal year ending in or after 2022, financial information and operating data with respect to the
City of the general type of information contained in Tables 1 through 5 and 7 through 14 in the
Official Statement, and (2) within twelve months after the end of each fiscal year ending in or after
2022, audited financial statements of the City. Any financial statements so provided shall be
prepared in accordance with the accounting principles described in described in Appendix B to
the Official Statement, or such other accounting principles as the City may be required to employ
from time to time pursuant to state law or regulation and 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 audited financial statements are not available within 12 months after the end of any
fiscal year, the City will provide unaudited financial statements within such twelve month period,
and audited financial statements when and if such audited financial statements become available.
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 available to the public on the MSRB’s Internet Web site or filed with the SEC.
(c)Notice of Certain Events.
The City shall provide notice of any of the following events with respect to the Certificates
to the MSRB in a timely manner and not more than 10 business days after occurrence of the
event:
1.Principal and interest payment delinquencies;
2.Non-payment related defaults, if material;
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, the issuance by the Internal Revenue Service
of proposed or final determinations of taxability, Notices of
Proposed Issue (IRS Form 5701-TEB), or other material notices or
determinations with respect to the tax status of the Certificates, or
other material events affecting the tax status of the Certificates;
7.Modifications to rights of holders of the Certificates, if material;
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8.Certificate calls, if material, and tender offers;
9.Defeasances;
10.Release, substitution, or sale of property securing repayment of the
Certificates, if material;
11.Rating changes;
12.Bankruptcy, insolvency, receivership, or similar event of the City,
which shall occur as described below;
13.The consummation of a merger, consolidation, or acquisition
involving the City or the sale of all or substantially all of its assets,
other than in the ordinary course of business, the entry into of a
definitive agreement to undertake such an action or the termination
of a definitive agreement relating to any such actions, other than
pursuant to its terms, if material;
14.Appointment of a successor or additional trustee or the change of
name of a trustee, if material;
15.Incurrence of a Financial Obligation of the City, if material, or
agreement to covenants, events of default, remedies, priority rights,
or other similar terms of a Financial Obligation of the City, any of
which affect security holders, if material; and
16.Default, event of acceleration, termination event, modification of
terms, or other similar events under the terms of a Financial
Obligation of the City, any of which reflect financial difficulties.
For these purposes, (a) any event described in the immediately preceding item 12 is
considered to occur when any of the following occur: the appointment of a receiver, fiscal agent,
or similar officer for the City in a proceeding under the United States Bankruptcy Code or in any
other proceeding under state or federal law in which a court or governmental authority has
assumed jurisdiction over substantially all of the assets or business of the City, or if such
jurisdiction has been assumed by leaving the existing governing body and officials or officers in
possession but subject to the supervision and orders of a court or governmental authority, or the
entry of an order confirming a plan of reorganization, arrangement, or liquidation by a court or
governmental authority having supervision or jurisdiction over substantially all of the assets or
business of the City and (b) the City intends the words used in the immediately preceding items
15 and 16 in this Section to have the same meanings as when they are used in the Rule, as
evidenced by SEC Release No. 34-83885, dated August 20, 2018.
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 Section.
(d)Filings with the MSRB.
All financial information, operating data, financial statements, notices and other
documents provided to the MSRB in accordance with this Section shall be provided in an
electronic format prescribed by the MSRB and shall be accompanied by identifying information
as prescribed by the MSRB.
(e)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
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Certificates within the meaning of the Rule, except that the City in any event will give the notice
required by subsection (c) of this Section of any Certificate calls and defeasance that cause the
City to be no longer such an “obligated person.”
The provisions of this Section are for the sole benefit of the Holders 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 HOLDER 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, 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 MANDAMUS OR SPECIFIC PERFORMANCE.
No default by the City in observing or performing its obligations under this Section shall
constitute 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.
Notwithstanding anything herein to the contrary, the provisions of this Section may be
amended by the City from time to time to adapt to changed circumstances resulting 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 Certificates in the primary offering of the Certificates
in compliance with the Rule, taking into account any amendments or interpretations of the Rule
to the date of such amendment, as well as such changed circumstances, and (2) either (a) the
Holders 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 Certificates
consent to such amendment or (b) a person that is unaffiliated with the City (such as nationally
recognized bond counsel) determines that such amendment will not materially impair the interests
of the Holders and beneficial owners of the Certificates. The provisions of this Section may also
be amended from time to time or repealed by the City if the SEC amends or repeals the applicable
provisions of the Rule or a court of final jurisdiction determines that such provisions are invalid,
but only if and to the extent that reservation of the City’s right to do so would not prevent an
underwriter of the initial public offering of the Certificates from lawfully purchasing or selling
Certificates in such offering. If the City so amends the provisions of this Section, it shall include
with any amended financial information or operating data next provided pursuant to subsection
(b) of this Section an explanation, in narrative form, of the reasons for the amendment and of the
impact of any change in the type of financial information or operating data so provided.
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Section 29.Control and Custody of Certificates. The Mayor of the City shall be and
is hereby authorized to take and have charge of all necessary orders and records pending
investigation by the Attorney General of the State of Texas, including the printing and supply of
definitive Certificates, and shall take and have charge and control of the Initial Certificate(s)
pending the approval thereof by the Attorney General, the registration thereof by the Comptroller
of Public Accounts, and the delivery thereof to the Purchaser.
Section 30.Further Procedures. Any one or more of the Mayor, Mayor Pro Tem, City
Manager, Director of Finance and City Secretary 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 on behalf of the City all agreements,
instruments, certificates or other documents, whether mentioned herein or not, as may be
necessary or desirable in order to carry out the terms and provisions of this Ordinance and the
issuance, sale and delivery of the Certificates. In addition, prior to the initial delivery of the
Certificates, the Mayor, Mayor Pro Tem, City Manager, Director of Finance or Bond Counsel to
the City are each hereby authorized and directed to approve any changes or corrections to this
Ordinance or to any of the documents authorized and approved by this Ordinance: (i) in order to
cure any ambiguity, formal defect or omission in this Ordinance or such other document; or (ii) as
requested by the Attorney General of the State of Texas or his representative to obtain the
approval of the Certificates by the Attorney General and if such officer or counsel determines that
such changes are consistent with the intent and purpose of this Ordinance, which determination
shall be final. In the event that any officer of the City whose signature shall appear on any
document shall cease to be such officer before the delivery of such document, such signature
nevertheless shall be valid and sufficient for all purposes the same as if such officer had remained
in office until such delivery.
Section 31.Bond Counsel’s Opinion. The Purchaser’s obligation to accept delivery
of the Certificates is subject to being furnished a final opinion of Norton Rose Fulbright US LLP,
Dallas, Texas, approving such Certificates as to their validity, said opinion to be dated and
delivered as of the date of delivery and payment for such Certificates. A true and correct
reproduction of said opinion is hereby authorized to be printed on the definitive Certificates or an
executed counterpart thereof shall accompany the global Certificates deposited with DTC. The
City Council confirms the continuation of the engagement of Norton Rose Fulbright US LLP as
the City's bond counsel.
Section 32.CUSIP Numbers. CUSIP numbers may be printed or typed on the
definitive Certificates. It is expressly provided, however, that the presence or absence of CUSIP
numbers on the definitive Certificates shall be of no significance or effect as regards the legality
thereof and neither the City nor the attorneys approving said Certificates as to legality are to be
held responsible for CUSIP numbers incorrectly printed or typed on the definitive Certificates.
Section 33.Benefits of Ordinance. Nothing in this Ordinance, expressed or implied,
is intended or shall be construed to confer upon any person other than the City, the Paying
Agent/Registrar, and the Holders, any right, remedy, or claim, legal or equitable, under or by
reason of this Ordinance. This Ordinance in its entirety is intended to be and is for the sole and
exclusive benefit of the City, the Paying Agent/Registrar, and the Holders.
Section 34.Inconsistent Provisions. Except as provided in Section 19 hereof, all
ordinances, orders, or resolutions, or parts thereof, which are in conflict or inconsistent with any
provision of this Ordinance are hereby repealed to the extent of such conflict and the provisions
of this Ordinance shall be and remain controlling as to the matters contained herein.
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Section 35.Construction of Terms. If appropriate in the context of this Ordinance,
words of the singular number shall be considered to include the plural, words of the plural number
shall be considered to include the singular, and words of the masculine, feminine or neuter gender
shall be considered to include the other genders.
Section 36.Incorporation of Findings and Determinations. The findings and
determinations of the City Council contained in the preamble hereof are hereby incorporated by
reference and made a part of this Ordinance for all purposes as if the same were restated in full
in this Section.
Section 37.Governing Law. This Ordinance shall be construed and enforced in
accordance with the laws of the State of Texas and the United States of America.
Section 38.Effect of Headings. The Section headings herein are for convenience of
reference only and shall not affect the construction hereof.
Section 39.Severability. If any provision of this Ordinance or the application thereof
to any circumstance shall be held to be invalid, the remainder of this Ordinance or the application
thereof to other circumstances shall nevertheless be valid, and this governing body hereby
declares that this Ordinance would have been enacted without such invalid provision.
Section 40.Public Meeting. It is officially found, determined, and declared that the
meeting at which this Ordinance is adopted was open to the public and public notice of the time,
place, and subject matter of the public business to be considered at such meeting, including this
Ordinance, was given, all as required by Texas Government Code, Chapter 551, as amended.
Section 41.Effective Date. This Ordinance shall take effect and be in force from and
after its passage and approval in accordance with the provisions of Texas Government Code,
Section 1201.028, as amended.
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PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, THIS 17TH DAY OF MAY 2022.
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
Tina Stewart, TRMC, CMC, City Secretary
City of The Colony, Texas
(City Seal)
APPROVED AS TO FORM:
Jeff Moore, City Attorney
City of The Colony, Texas
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EXHIBIT A
PAYING AGENT/REGISTRAR AGREEMENT
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Agenda Item No:5.2
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: Parks & Recreation
Item Type: Ordinance
Agenda Section:
Subject:
Conduct a public hearing, discuss, and consider an ordinance adopting the Standards of Care Policy for Day
Camp Programs. (Downing)
Suggested Action:
Attachments:
2022 Standards of Care Memo.pdf
2022 Standards of Care Policy.pdf
Ord. 2022-xxx Standards of Care and Ordinance.doc
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1
City of The Colony Parks & Recreation
Memo
To: Mayor and City Council
From: Andrea DuArte, Recreation Coordinator
CC: Troy Powell, City Manager
Amber Downing, Recreation Administrative Manager
Date: 5/9/2022
Re: Standards of Care for Kidz Kamp
Having a standards of care ordinance allows the City to receive an exemption certificate from the
Texas Department of Family Protective Services, which states that we are not a licensed day care
facility and as a municipal recreation program are not subject to the same rules and regulations as a
licensed day care facility.
We put together our own Standards of Care policy in 2012 and update it annually. The policy is attached
as Exhibit A, along with an ordinance to adopt these Standards of Care. The Standards of Care lay out
our minimum operating standards when conducting our Day Camp programs. Currently, Day Camps
are conducted 4 times throughout the year (Summer, Spring Break, and during the Thanksgiving and
Christmas holidays).
Our Standards of Care policy was reviewed by staff in the Child Care Licensing division at the Texas
Department of Family and Protective Services in 2012. After their review they stated that our Standards
of Care contain everything that they require to receive the exemption certificate. DFPS staff has
confirmed for us that nothing within their policy has changed since 2012 and our policy still meets their
requirements. As part of the DFPS requirements, the policy must be adopted by City Council on an
annual basis in order to maintain our exemption certificate through the Texas Department of Family
and Protective Services.
If you have any questions, please let me know. Parks & Recreation staff recommends approval of this
policy and ordinance as written.
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City of The Colony
Standards of Care for Kidz Kamp Camp Program
PURPOSE
The following Standards of Care are intended to be minimum standards by which the
City of The Colony Parks and Recreation Department will operate the City’s Kidz Kamp
day camp program. This program operated by the City of The Colony is recreational in
nature and are not licensed by the State of Texas nor operated as day care program.
Adoption of these Standards of Care will allow the City to qualify as being exempt from
the requirements of the Texas Human Resources Code.
General Information/Administration
A. Organization
1. The governing body of the City of The Colony Kidz Kamp program is The
Colony City Council.
2. Implementation of the Standards of Care for Kidz Kamp is the responsibility of
the Community Services Director and Parks and Recreation Department
employees.
3. The Standards of Care for Kidz Kamp will apply to any Kidz Kamp program
including Holiday Kamp, Spring Break Kamp, and Summer Kamp.
4. The Colony Recreation Center will have available for public review a current
copy of the Standards of Care.
5. Parents of participants will be provided access to a current copy of the
Standards of Care through the City’s web site.
6. Criminal background checks will be conducted on prospective Kidz Kamp
employees, when applicable. If results of that criminal check indicate that an
applicant has been convicted of any of the following offenses, he or she will
not be considered for employment:
a. A felony or misdemeanor classified as an offense against a person or
family;
b. A felony or misdemeanor classified as public indecency
c. A felony or misdemeanor violation of any law intended to control the
possession or distribution of any controlled substance;
d. Any offense involving moral turpitude;
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e. Any offense that is deemed to potentially put the City of The Colony or
Kidz Kamp participants at risk.
B. Definitions
1. City: City of The Colony.
2. City Council: City Council of the City of The Colony.
3. Department: Parks and Recreation Department.
4. Director: City of The Colony Director of Community Services.
5. Kidz Kamp: City of the Colony youth camp programs held during school
holidays.
6. Parent Handbook: Booklet of program policies, procedures, required forms
and organizational and programming materials relevant to the Kidz Kamp
program.
7. Recreation Coordinator: City of The Colony’s full time programmer who has
been assigned administrative responsibility for the City of The Colony’s Kidz
Kamp program.
8. Recreation Administrative Manager: Recreation Coordiantor’s supervisor
who will handle administrative responsibility for the City of The Colony’s Kidz
Kamp program in the Recreation Coordinator’s absence
9. Employee or Counselor: Someone who has been hired to work for the City of
The Colony and has been assigned responsibility for managing,
administering, or implementing some portion of the City of The Colony’s Kidz
Kamp program.
10. Program Site: The Colony Recreation Center or LISD schools.
11. Participant: A youth whose parent(s) have completed all required registration
procedures and who has been determined to be eligible for the City of The
Colony’s Kidz Kamp.
12. Parent(s): A parent or guardian who has legal custody and authority to
enroll a child in the City of The Colony’s Kidz Kamp.
C. Inspection/Monitoring/Enforcement
1. The Recreation Coordinator will make visual inspections of the program
based on the following schedule:
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a. Summer Kidz Kamp will be inspected twice during the summer.
b. Holiday Kamp (Thanksgiving and Winter) will be inspected once.
c. Spring Break Kamp will be inspected once.
2. Complaints regarding enforcement of the Standards of Care will be directed
to the Recreation Coordinator. The Recreation Coordinator will be responsible
for taking the necessary steps to resolve the problems. Complaints regarding
enforcement of the Standards of Care and their resolution will be recorded by
the Coordinator. Serious complaints regarding enforcement of the Standards
of Care will be addressed by the Recreation Administrative Manager and the
complaint and resolution will be noted.
D. Enrollment
1. Before a child can be enrolled, a parent/guardian must sign registration forms
that contain the child’s:
a. Name, address, home telephone number
b. Parent/Guardian’s name, address and telephone numbers during program
hours
c. Emergency contacts including names and phone number during program
hours
d. Names and drivers license numbers of people to whom the child may be
released
e. A statement of the child’s special problems, needs or medical conditions
f. Emergency medical authorization
g. Permission for field trips
h. Liability Waiver
E. Suspected Abuse
Program employees will report suspected child abuse or neglect in accordance
with the Texas Family Code. In the case where a City employee is involved in an
incident with a child that could be construed as child abuse, the incident must be
reported immediately to the Recreation Coordinator and Recreation
Administrative Manager. The Recreation Administrative Manager will
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immediately notify the Police Department and any other agency as may b e
appropriate.
Texas state law requires the staff of these youth programs to report any
suspected abuse or neglect of a child to the Texas Department of Protective and
Regulatory Services or a law enforcement agency. Failure to report suspected
abuse is punishable by fine up to $1,000 and/or confinement up to 180 days.
Confidential reports may be made by calling 1-800-252-5400.
F. Staffing – Responsibilities and Training
1. Recreation Coordinator and Recreation Administrative Manager
a. Recreation Coordinator and Recreation Administrative Manager are full-
time, professional employees of the City of The Colony Parks and
Recreation Department and will be required to have all the same
qualifications as outlined in Section F2
b. Recreation Coordinator and Recreation Administrative Manager must
meet the minimum education/experience requirements for employment
with the City of The Colony to plan and implement recreation activities.
c. Recreation Coordinator and Recreation Administrative Manager must be
able to pass a background investigation including a test for illegal
substances.
d. Recreation Coordinator and Recreation Administrative Manager must
have a current certification in First Aid, Cardio Pulmonary Resuscitation
(CPR) and AED. All certifications must be current during the camp
operation.
e. Recreation Coordinator is responsible for administering the programs’
daily operations in compliance with the adopted Standards of Care.
f. Recreation Coordinator is responsible for hiring, supervising, and
evaluating the Kidz Kamp Director, Kidz Kamp Assistant Directors and
Kidz Kamp Counselors.
g. Recreation Coordinator is responsible for planning, implementing, and
evaluating programs.
2. Kidz Kamp Staff
a. Program employees include Kidz Kamp Director, Kidz Kamp Assistant
Director, and Kidz Kamp Counselors.
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b. Program employees may be full-time, part-time, or temporary employees
of the Parks and Recreation Department.
c. Program employees shall be age 16 or older. However, each site will have
at least one employee age 18 or older on site at all times.
d. Program employees should consistently exhibit competency, good
judgment and self control when working with participants.
e. Program employees must relate to participants with courtesy, respect,
tolerance and patience.
f. Program employees must have a current certification in First Aid, Cardio
Pulmonary Resuscitation (CPR) and AED. All certifications must be
current during the camp operation.
g. Program employees must pass a background investigation when
applicable, including testing for illegal substances.
h. Program employees will be responsible for providing participants with an
environment in which they can feel safe, enjoy wholesome recreation
activities, and participate in appropriate social opportunities with their
peers.
i. Program employees will be responsible to know and adhere to all City,
Departmental, and youth program standards as well as policies and
procedures that apply to the youth programs.
j. Program employees must ensure that participants are only released to a
parent or authorized person, designated by the parent or guardian. If a
parent wishes their child to sign himself in or out the parent must provide
specific, written authorization.
3. Training and Orientation
a. The department is responsible for providing training and orientation to
program employees in working with children and for specific job
responsibilities.
b. Program employees will be provided with a staff manual.
c. Program employees must be familiar with the Standards of Care for Kidz
Kamp program as adopted by the City Council.
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d. Program employees must be familiar with the program policies including
discipline, guidance, and release of participants as outlined in the staff
manual.
e. Program employees will be trained in appropriate procedures to handle
emergencies.
f. Program employees will be trained in areas including city departmental
program policies, procedures, leading activities, safety issues and
organization.
g. Program employees will be required to sign an acknowledgement that
they have received the required training.
G. Operations
1. Staff to Participant Ratio
a. The standard ratio of participants to staff is 1:15 based on average daily
attendance. In the event a program employee is unable to report to the
program site, the coordinator will assign a replacement.
b. Program employees are responsible for being aware of the participants’
habits, interests, and special needs as identified by the participants’
parent/guardian during the registration process.
2. Discipline
a. Program employees will implement discipline and guidance in a consistent
manner based on the best interest of program participants.
b. There will be no cruel treatment or harsh punishment.
c. Program employees may use brief, supervised separation from the group
if necessary.
d. As necessary, program employees will initiate behavior reports to the
parents of participants. Parents will be asked to the sign the behavior
reports to indicate they have been advised about specific problems or
incidents.
e. A sufficient number and/or severe nature of a discipline report(s) as
indicated in the program manual may result in a participant being
suspended from the program.
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f. In instances where there is a danger to other participants or staff,
offending participants will be removed from the program site as soon as
possible.
3. Programming
a. Program employees will attempt to provide activities for each group
according to participants’ age, interests and abilities. The activities will be
appropriate to participants’ health, safety and well being. The activities
must be flexible and promote the participants emotional, social and mental
growth.
b. Program employees will attempt to provide indoor and outdoor time
periods to include:
- Alternating active and passive activities;
- Opportunity for individual, small and large group activities,
and
- Outdoor time each day as weather permits
c. Program employees will be attentive and considerate of the participants’
safety on field trips and during any transportation provided by the
program.
- During trips, program employees must have access to
emergency medical forms and emergency contact
information for each participant
- Program employees must have a written list of participants in
the group and must check the roll frequently, specifically
before departure to and from location
- Program employees must have first aid supplies and
emergency care available on field trips.
4. Communications
a. Each program site will have access to a telephone for use in contacting
Department staff or making emergency calls.
b. The Recreation Coordinator will make available the following telephone
numbers to all employees at each site:
- Emergency services
- The Colony Police Department dispatch
- Parks and Recreation Department
- Poison Control
- Numbers at which parents/guardians may be reached
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- Recreation Coordinator
- Telephone and address for the program site itself
- Field trip destinations
5. Transportation
a. Before a participant can be transported to and from city-sponsored
activities, the field trip release statement must be marked by the
parent/guardian on the registration form.
b. First aid supplies will be available in all program vehicles that transport
children.
c. All program vehicles used for transporting participants must have available
a portable fire extinguisher and must be accessible to the adult occupants.
d. Seatbelts must be worn when provided.
H. Facility Standards
1. Safety
a. Program employees will inspect the program site daily to detect sanitation
and safety concerns that might affect the health and safety of the
participants. A weekly inspection report will be completed by the program
employees and kept on file by the Supervisor.
b. Buildings, grounds, and equipment on the program site will be inspected,
cleaned, repaired, and maintained to protect the health of the participants.
c. Program equipment and supplies should be safe for the participants’ use.
d. Program must have first aid supplies readily available at each site, during
transportation to an off-site activity, and for the duration of the off -site
activity.
e. Air conditioners, electric fans, and heaters must be mounted out of
participants reach or have safeguards that keep participants from being
injured.
2. Fire
a. In case of fire, danger or fire, explosion or other emergency, program
employees’ first priority is to evacuate the participants to a designated
safe area.
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b. Each program site must have at least one fire extinguisher approved by
the fire marshal readily available to all program employees.
c. All program employees will be trained in proper use of fire extinguishers
as well as locations of fire extinguishers through the program site.
3. Illness or Injury
a. A participant who is considered to be a health or safety concern to other
participants or employees will not be admitted to the program.
b. Illnesses or injuries will be handled in a manner to protect the health of all
participants and employees.
c. Program employees will follow plans to provide emergency care for injured
participants with symptoms of an acute illness as specified in the program
manual.
d. Program employees will follow the recommendation of the Texas
Department of Health concerning the admission or readmission of any
participant after a communicable disease.
4. Medication
a. Parent/guardian must complete and sign a medication release that
provides authorization for program staff to dispense medication with
details as to times and dosages. The release will include a hold harmless
clause to protect the City.
b. Prescription medications must be in the original containers labeled with
the participants’ name, a date, directions and the physician’s name. The
prescribing physician must provide written guidelines. Program
employees will administer medication only as stated on the label.
Program employees will not administer medication after the expiration
date.
c. Non-prescription medications are labeled with the participant’s name and
the date the medication was brought to the youth program. Non-
prescription medication must be in the original container. The program
employees will administer medication only according to the label directions
and with written parental permission.
d. Medications dispensed will be limited to those not requiring special
knowledge or skills on the part of the program employees.
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e. Program employees will ensure medications are inaccessible to
participants. If necessary, medication will be kept in the refrigerator.
5. Special Needs
a. Every reasonable accommodation will be made to address special needs
participants.
b. For health and safety reasons, special needs participants must provide a
personal attendant for assistance in feeding, changing of clothes, and
using the restroom if needed.
6. Toilet Facilities
a. The program site will have toilets located inside and equipped so
participants can use them independently and program employees can
monitor as needed.
b. There must be one flush toilet for every 30 participants. Urinals may be
counted in the ratio of toilets to participants, but must not exceed 50% of
the total number of toilets.
c. An appropriate and adequate number of lavatories will be provided.
7. Sanitation
a. Program sites must have adequate light, ventilation, air conditioning and
heat.
b. The program must have an adequate supply of water meeting the
standards of the Texas Department of Health for drinking water and
ensure that it will be supplied in a safe and sanitary matter.
c. Employees must see that garbage is removed from buildings daily.
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CITY OF THE COLONY, TEXAS
ORDINANCE NO. 2022 - ________
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS, ADOPTING DAY CAMP STANDARDS OF CARE, A
COPY OF WHICH IS ATTACHED HERETO AS EXHIBIT “A”;
PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING FOR AN
IMMEDIATE EFFECTIVE DATE.
WHEREAS, Section 42.041 of the Texas Human Resources Code provides generally that
no person may operate a child-care facility or child-placing agency without a license issued by the
Texas Departmentof Family and Protective Services.Moreover, Section 42.041(b)(14) of the Texas
Human Resources Code provides this statutory requirement does not apply in pertinent part to an
elementary-age (ages 5-13) recreation program operated by a municipality provided the governing
body of the municipality annually adopts standards of care by ordinance after a public hearing for
such programs, that such standards are provided to the parents of each program participant, and that
the ordinances shall include, at a minimum, staffing ratios, minimum staff qualifications, minimum
facility, health, and safety standards, and mechanisms for monitoring and enforcing the adopted local
standards; and further provided that parents be informed that the program is not licensed by the state
and the program may not be advertised as a child-care facility; and
WHEREAS,the City Council of the City of The Colony, Texas, has determined that the
following regulation is necessary in order to protect public health, safety, and welfareof the citizens
of the City of The Colony, Texas.
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
THE COLONY, TEXAS:
SECTION 1. The findings set forth above are incorporated into the body of this Ordinance as if
fully set forth herein.
SECTION 2. That the City Council hereby adopts day camp Standards of Care to be
conducted by the Parks and Recreation Department, a copy of which is attached hereto as Exhibit
“A.”
SECTION 3. If any section, article paragraph, sentence, clause, phrase or word in this
Ordinance, or application thereto any persons or circumstances is held invalid or unconstitutional by a
Court of competent jurisdiction, such holding shall not affect the validity of the remaining portions of
this Ordinance; and the City Council hereby declares it would have passed such remaining portions of
this Ordinance despite such invalidity, which remaining portions shall remain in full force and effect.
SECTION 4. This Ordinance shall become effective from and after its date of passage in
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accordance with law.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF THE
COLONY, TEXAS THIS 17TH DAY OF MAY 2022.
APPROVED:
___________________________________
Richard Boyer, Mayor
City of The Colony, Texas
ATTEST:
___________________________________
Tina Stewart, TRMC, CMC, City Secretary
APPROVED AS TO FORM:
__________________________________
Jeff Moore, City Attorney
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Exhibit “A”
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City of The Colony
Standards of Care for Kidz Kamp Camp Program
PURPOSE
The following Standards of Care are intended to be minimum standards by which the
City of The Colony Parks and Recreation Department will operate the City’s Kidz Kamp
day camp program. This program operated by the City of The Colony is recreational in
nature and are not licensed by the State of Texas nor operated as day care program.
Adoption of these Standards of Care will allow the City to qualify as being exempt from
the requirements of the Texas Human Resources Code.
General Information/Administration
A. Organization
1.The governing body of the City of The Colony Kidz Kamp program is The
Colony City Council.
2.Implementation of the Standards of Care for Kidz Kamp is the
responsibility of the Community Services Director and Parks and Recreation
Department employees.
3.The Standards of Care for Kidz Kamp will apply to any Kidz Kamp
program including Holiday Kamp, Spring Break Kamp, and Summer Kamp.
4.The Colony Recreation Center will have available for public review a
current copy of the Standards of Care.
5.Parents of participants will be provided access to a current copy of the
Standards of Care through the City’s web site.
6.Criminal background checks will be conducted on prospective Kidz Kamp
employees, when applicable. If results of that criminal check indicate that an
applicant has been convicted of any of the following offenses, he or she will
not be considered for employment:
a.A felony or misdemeanor classified as an offense against a person
or family;
b.A felony or misdemeanor classified as public indecency
c.A felony or misdemeanor violation of any law intended to control
the possession or distribution of any controlled substance;
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d.Any offense involving moral turpitude;
e.Any offense that is deemed to potentially put the City of The Colony
or Kidz Kamp participants at risk.
B. Definitions
1.City: City of The Colony.
2.City Council: City Council of the City of The Colony.
3.Department: Parks and Recreation Department.
4.Director: City of The Colony Director of Community Services.
5.Kidz Kamp: City of the Colony youth camp programs held during school
holidays.
6.Parent Handbook: Booklet of program policies, procedures, required
forms and organizational and programming materials relevant to the Kidz
Kamp program.
7.Recreation Coordinator: City of The Colony’s full time programmer who
has been assigned administrative responsibility for the City of The Colony’s
Kidz Kamp program.
8.Recreation Administrative Manager: Recreation Coordiantor’s supervisor
who will handle administrative responsibility for the City of The Colony’s Kidz
Kamp program in the Recreation Coordinator’s absence
9.Employee or Counselor: Someone who has been hired to work for the
City of The Colony and has been assigned responsibility for managing,
administering, or implementing some portion of the City of The Colony’s Kidz
Kamp program.
10.Program Site: The Colony Recreation Center or LISD schools.
11.Participant: A youth whose parent(s) have completed all required
registration procedures and who has been determined to be eligible for the
City of The Colony’s Kidz Kamp.
12.Parent(s): A parent or guardian who has legal custody and authority to
enroll a child in the City of The Colony’s Kidz Kamp.
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C. Inspection/Monitoring/Enforcement
1.The Recreation Coordinator will make visual inspections of the program
based on the following schedule:
a.Summer Kidz Kamp will be inspected twice during the summer.
b.Holiday Kamp (Thanksgiving and Winter) will be inspected once.
c.Spring Break Kamp will be inspected once.
2.Complaints regarding enforcement of the Standards of Care will be
directed to the Recreation Coordinator. The Recreation Coordinator will be
responsible for taking the necessary steps to resolve the problems.
Complaints regarding enforcement of the Standards of Care and their
resolution will be recorded by the Coordinator. Serious complaints regarding
enforcement of the Standards of Care will be addressed by the Recreation
Administrative Manager and the complaint and resolution will be noted.
D. Enrollment
1.Before a child can be enrolled, a parent/guardian must sign registration
forms that contain the child’s:
a. Name, address, home telephone number
b. Parent/Guardian’s name, address and telephone numbers during program
hours
c. Emergency contacts including names and phone number during program
hours
d. Names and drivers license numbers of people to whom the child may be
released
e. A statement of the child’s special problems, needs or medical conditions
f. Emergency medical authorization
g. Permission for field trips
h. Liability Waiver
E. Suspected Abuse
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Program employees will report suspected child abuse or neglect in accordance
with the Texas Family Code. In the case where a City employee is involved in an
incident with a child that could be construed as child abuse, the incident must be
reported immediately to the Recreation Coordinator and Recreation
Administrative Manager. The Recreation Administrative Manager will
immediately notify the Police Department and any other agency as may be
appropriate.
Texas state law requires the staff of these youth programs to report any
suspected abuse or neglect of a child to the Texas Department of Protective and
Regulatory Services or a law enforcement agency. Failure to report suspected
abuse is punishable by fine up to $1,000 and/or confinement up to 180 days.
Confidential reports may be made by calling 1-800-252-5400.
F. Staffing – Responsibilities and Training
1. Recreation Coordinator and Recreation Administrative Manager
a. Recreation Coordinator and Recreation Administrative Manager are full-
time, professional employees of the City of The Colony Parks and
Recreation Department and will be required to have all the same
qualifications as outlined in Section F2
b. Recreation Coordinator and Recreation Administrative Manager must
meet the minimum education/experience requirements for employment
with the City of The Colony to plan and implement recreation activities.
c. Recreation Coordinator and Recreation Administrative Manager must be
able to pass a background investigation including a test for illegal
substances.
d. Recreation Coordinator and Recreation Administrative Manager must
have a current certification in First Aid, Cardio Pulmonary Resuscitation
(CPR) and AED. All certifications must be current during the camp
operation.
e. Recreation Coordinator is responsible for administering the programs’
daily operations in compliance with the adopted Standards of Care.
f. Recreation Coordinator is responsible for hiring, supervising, and
evaluating the Kidz Kamp Director, Kidz Kamp Assistant Directors and
Kidz Kamp Counselors.
g. Recreation Coordinator is responsible for planning, implementing, and
evaluating programs.
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2. Kidz Kamp Staff
a. Program employees include Kidz Kamp Director, Kidz Kamp Assistant
Director, and Kidz Kamp Counselors.
b. Program employees may be full-time, part-time, or temporary employees
of the Parks and Recreation Department.
c. Program employees shall be age 16 or older. However, each site will have
at least one employee age 18 or older on site at all times.
d. Program employees should consistently exhibit competency, good
judgment and self control when working with participants.
e. Program employees must relate to participants with courtesy, respect,
tolerance and patience.
f. Program employees must have a current certification in First Aid, Cardio
Pulmonary Resuscitation (CPR) and AED. All certifications must be
current during the camp operation.
g. Program employees must pass a background investigation when
applicable, including testing for illegal substances.
h. Program employees will be responsible for providing participants with an
environment in which they can feel safe, enjoy wholesome recreation
activities, and participate in appropriate social opportunities with their
peers.
i.Program employees will be responsible to know and adhere to all City,
Departmental, and youth program standards as well as policies and
procedures that apply to the youth programs.
j.Program employees must ensure that participants are only released to a
parent or authorized person, designated by the parent or guardian. If a
parent wishes their child to sign himself in or out the parent must provide
specific, written authorization.
3. Training and Orientation
a. The department is responsible for providing training and orientation to
program employees in working with children and for specific job
responsibilities.
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b. Program employees will be provided with a staff manual.
c. Program employees must be familiar with the Standards of Care for Kidz
Kamp program as adopted by the City Council.
d. Program employees must be familiar with the program policies including
discipline, guidance, and release of participants as outlined in the staff
manual.
e. Program employees will be trained in appropriate procedures to handle
emergencies.
f. Program employees will be trained in areas including city departmental
program policies, procedures, leading activities, safety issues and
organization.
g. Program employees will be required to sign an acknowledgement that
they have received the required training.
G. Operations
1. Staff to Participant Ratio
a. The standard ratio of participants to staff is 1:15 based on average daily
attendance. In the event a program employee is unable to report to the
program site, the coordinator will assign a replacement.
b. Program employees are responsible for being aware of the participants’
habits, interests, and special needs as identified by the participants’
parent/guardian during the registration process.
2. Discipline
a. Program employees will implement discipline and guidance in a consistent
manner based on the best interest of program participants.
b. There will be no cruel treatment or harsh punishment.
c. Program employees may use brief, supervised separation from the group
if necessary.
d. As necessary, program employees will initiate behavior reports to the
parents of participants. Parents will be asked to the sign the behavior
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reports to indicate they have been advised about specific problems or
incidents.
e. A sufficient number and/or severe nature of a discipline report(s) as
indicated in the program manual may result in a participant being
suspended from the program.
f. In instances where there is a danger to other participants or staff,
offending participants will be removed from the program site as soon as
possible.
3. Programming
a. Program employees will attempt to provide activities for each group
according to participants’ age, interests and abilities. The activities will be
appropriate to participants’ health, safety and well being. The activities
must be flexible and promote the participants emotional, social and
mental growth.
b. Program employees will attempt to provide indoor and outdoor time
periods to include:
-Alternating active and passive activities;
-Opportunity for individual, small and large group activities,
and
-Outdoor time each day as weather permits
c. Program employees will be attentive and considerate of the participants’
safety on field trips and during any transportation provided by the
program.
-During trips, program employees must have access to
emergency medical forms and emergency contact
information for each participant
-Program employees must have a written list of participants
in the group and must check the roll frequently, specifically
before departure to and from location
-Program employees must have first aid supplies and
emergency care available on field trips.
4. Communications
a. Each program site will have access to a telephone for use in contacting
Department staff or making emergency calls.
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b. The Recreation Coordinator will make available the following telephone
numbers to all employees at each site:
-Emergency services
-The Colony Police Department dispatch
-Parks and Recreation Department
-Poison Control
-Numbers at which parents/guardians may be reached
-Recreation Coordinator
-Telephone and address for the program site itself
-Field trip destinations
5. Transportation
a. Before a participant can be transported to and from city-sponsored
activities, the field trip release statement must be marked by the
parent/guardian on the registration form.
b. First aid supplies will be available in all program vehicles that transport
children.
c. All program vehicles used for transporting participants must have
available a portable fire extinguisher and must be accessible to the adult
occupants.
d. Seatbelts must be worn when provided.
H. Facility Standards
1. Safety
a. Program employees will inspect the program site daily to detect sanitation
and safety concerns that might affect the health and safety of the
participants. A weekly inspection report will be completed by the program
employees and kept on file by the Supervisor.
b. Buildings, grounds, and equipment on the program site will be inspected,
cleaned, repaired, and maintained to protect the health of the participants.
c. Program equipment and supplies should be safe for the participants’ use.
119
d. Program must have first aid supplies readily available at each site, during
transportation to an off-site activity, and for the duration of the off-site
activity.
e. Air conditioners, electric fans, and heaters must be mounted out of
participants reach or have safeguards that keep participants from being
injured.
2. Fire
a. In case of fire, danger or fire, explosion or other emergency, program
employees’ first priority is to evacuate the participants to a designated
safe area.
b. Each program site must have at least one fire extinguisher approved by
the fire marshal readily available to all program employees.
c. All program employees will be trained in proper use of fire extinguishers
as well as locations of fire extinguishers through the program site.
3. Illness or Injury
a. A participant who is considered to be a health or safety concern to other
participants or employees will not be admitted to the program.
b. Illnesses or injuries will be handled in a manner to protect the health of all
participants and employees.
c. Program employees will follow plans to provide emergency care for
injured participants with symptoms of an acute illness as specified in the
program manual.
d. Program employees will follow the recommendation of the Texas
Department of Health concerning the admission or readmission of any
participant after a communicable disease.
4. Medication
a. Parent/guardian must complete and sign a medication release that
provides authorization for program staff to dispense medication with
details as to times and dosages. The release will include a hold harmless
clause to protect the City.
b. Prescription medications must be in the original containers labeled with
the participants’ name, a date, directions and the physician’s name. The
120
prescribing physician must provide written guidelines. Program
employees will administer medication only as stated on the label.
Program employees will not administer medication after the expiration
date.
c. Non-prescription medications are labeled with the participant’s name and
the date the medication was brought to the youth program. Non-
prescription medication must be in the original container. The program
employees will administer medication only according to the label
directions and with written parental permission.
d. Medications dispensed will be limited to those not requiring special
knowledge or skills on the part of the program employees.
e. Program employees will ensure medications are inaccessible to
participants. If necessary, medication will be kept in the refrigerator.
5. Special Needs
a. Every reasonable accommodation will be made to address special needs
participants.
b. For health and safety reasons, special needs participants must provide a
personal attendant for assistance in feeding, changing of clothes, and
using the restroom if needed.
6. Toilet Facilities
a. The program site will have toilets located inside and equipped so
participants can use them independently and program employees can
monitor as needed.
b. There must be one flush toilet for every 30 participants. Urinals may be
counted in the ratio of toilets to participants, but must not exceed 50% of
the total number of toilets.
c. An appropriate and adequate number of lavatories will be provided.
7. Sanitation
a. Program sites must have adequate light, ventilation, air conditioning and
heat.
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b. The program must have an adequate supply of water meeting the
standards of the Texas Department of Health for drinking water and
ensure that it will be supplied in a safe and sanitary matter.
c. Employees must see that garbage is removed from buildings daily.
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Agenda Item No:6.1
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: City Secretary
Item Type: Discussion
Agenda Section:
Subject:
A. Council shall convene into a closed executive session pursuant to Section 551.071 of the Texas
Government Code to seek legal advice from the city attorney regarding pending litigation: City of The Colony,
The Colony Hotel Development Corporation v. Ken Paxton, Attorney General of Texas, Glenn Hegar,
Comptroller of Public Accounts of State of Texas, Cause No. D-1-GN-21-006079, 459th Judicial District Court,
Travis County, Texas.
B. Council shall convene into a closed executive session pursuant to Sections 551.072 and 551.087 of the
Texas Government Code to deliberate regarding purchase, exchange, lease or value of real property and
commercial or financial information the city has received from a business prospect(s), and to deliberate the
offer of a financial or other incentive to a business prospect(s).
Suggested Action:
Attachments:
123
Agenda Item No:7.1
CITY COUNCIL Agenda Item Report
Meeting Date: May 17, 2022
Submitted by: Tina Stewart
Submitting Department: City Secretary
Item Type: Discussion
Agenda Section:
Subject:
A. . Any action as a result of executive session regarding pending litigation: City of The Colony, The Colony
Hotel Development Corporation v. Ken Paxton, Attorney General of Texas, Glenn Hegar, Comptroller of Public
Accounts of State of Texas, Cause No. D-1-GN-21-006079, 459th Judicial District Court, Travis County, Texas.
B. Any action as a result of executive session regarding purchase, exchange, lease or value of real property
and commercial or financial information the city has received from a business prospect(s), and the offer of a
financial or other incentive to a business prospect(s).
Suggested Action:
Attachments:
124