HomeMy WebLinkAboutOrdinance No. 319 BOND ORDINANCE
CITY OF THE COLONY, TEXAS,
GENERAL OBLIGATION BONDS, SERIES 1985
Dated: February 15, 1985
TABLE OF CONTENTS
P~e
Recitals 1
ARTICLE I
Definitions and Other Preliminary Matters
Section 1.01. Definitions 2
Section 1.02. Findings 3
Section 1.03. Table of Contents, Titles and Headings 3
Section 1.04. Interpretation 3
ARTICLE II
Security for the Bonds
Section 2.01. Tax Levy for Payment of the Bonds 3
ARTICLE III
Authorization; General Terms and Provisions
Regarding the Bonds
Section 3.01. Authorization 4
Seetinn 3.02. Date, Denomination, Maturities, Numbers and
Interest 4
Section 3.03. Medium, Method and Place of Payment 5
Section 3.04. Control, Execution and Initial Registration 5
Section 3.05. Ownership 6
section 3.06. Registration, Transfer and Exchange 6
Section 3.07. Cancellation and Authentication 8
Section 3.08. Replacement Bonds 8
ARTICLE IV
Redemption of Bonds Before Maturity
section 4.01. Limitation on Redemption 9
seetinn 4.02. Optional Redemption 10
Section 4.03. Partial Redemption 10
Section 4.04. Notice of Redemption to Bondholders 10
Section 4.05. Payment Upon Redemption 11
Section 4.06. Effect of Redemption 11
Section 4.07. Lapse of Payment 11
(i)
ARTICLE V
Paying Agent/Registrar
Section 5.01. Appointment of Initial PayIng Agent/Registrar 11
Section 5.02. Qualifications 12
Section 5.03. Maintaining Paying Agent/Registrar 12
Section 5.04. Termination 12
Section 5.05. Notice of Change to Bondholders 12
Section 5.06. Agreement to Perform Duties and Functions 13
Section 5.07. Delivery of Records to Successor 13
ARTICLE VI
Form of the Bonds
Section 6.01. Form Generally 13
Section 6.02. Form of the Bonds 13
Section 6.03. CUSIP Registration 18
Section 6.04. Legal Opinion 18
ARTICLE VII
Creation of Funds and Accounts,
Initial Deposits and Application of Money
Section 7.01. Creation of Funds 18
Section 7.02. Initial Deposits 19
Section 7.03. Interest and Sinking Fund 19
Section 7.04. Construction Fund 19
Section 7.05. Excess Bond Proceeds 19
ARTICLE VIII
Investments
Section 8.01. Investments 20
Section 8.02. Investment Income 20
ARTICLE IX
Particular Representations and Covenants
Section 9.01. Payment of the Bonds 20
Section 9.02. Other Representations and Covenants 20
ARTICLE X
Default and Remedies
Section 10.01. Events of Default 21
Section 10.02. Remedies for Default 22
Section 10.03. Remedies Not Exclnsive 22
(ii)
ARTICLE XI
Discharge
Section 11.01. Discharge by Payment 22
Section 11.02. Discharge by Deposit 23
ARTICLE XII
Awarding Sale of the Bonds
and Approval of Official Statement
Section 12.01. Awarding Sale of the Bonds 24
Section 12.02. Approval of Official Statement 24
ARTICLE XIII
Miscellaneous Matters
Section 13.01. Effectiveness 24
EXECUTION 25
(iii)
ORDINANCE NO. 00319
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
THE COLONY, TEXAS, AUTHORIZING THE ISSUANCE AND
SALE OF CITY OF THE COLONY, TEXAS, GENERAL
OBLIGATION BONDS, SERIES 1985, IN THE AGGREGATE
PRINCIPAL AMOUNT OF $5,000,000, FOR THE PURPOSE OF
PROVIDING FUNDS WITH WHICH TO MAKE VARIOUS
PERMANENT PUBLIC IMPROVEMENTS FOR AND WITHIN
THE CITY; PRESCRIBING THE FORM OF SAID BONDS;
LEVYING AND REQUIRING ASSESSMENT AND
COLLECTION OF AN ANNUAL AD VALOREM TAX ON ALL
TAXABLE PROPERTY WITHIN THE CITY TO PAY THE
INTEREST ON SUCH BONDS AND TO CREATE A SINKING
FUND FOR THE PAYMENT THEREOF AT MATURITY;
ACCEPTING THE BEST BIDDER THEREFOR AND
AWARDING THE SALE THEREOF; APPROVING THE
OFFICIAL STATEMENT; ENACTING OTHER PROVISIONS
RELATING TO THE SUBJECT; AND DECLARING SAME TO
BE EFFECTIVE IMMEDIATELY FROM AND AFTER ITS
PASSAGE
WHEREAS, pursuant to a special election held in the City of The Colony on
the 15th day of December, 1984, a majority of the duly qualified resident electors of
said City sustained certain propositions authorizing the City Council to issue general
obligation bonds of the City to mature serially over a period of years not to exceed
forty (40) years from their date for the purpose of providing funds for making
permanent public improvements, to-wit:
$2,060,000 for improving, acquiring, eoustrueting, reeoustrueting,
furnishing and equipping a Municipal Services Center
Complex for said City for the purpose of providing
miscellaneous municipal services including, among other
things, a recreation center to the inhabitants thereof and
acquiring any necessary sites therefor;
$590,000 for improving, acquiring, equipping, furnishing and construe-
ting expansions to the public library system in and for said
City and acquiring any necessary sites therefor;
$600,000 for improving, acquiring, equipping, furnishing and construct-
ing a fire station for said City and acquiring any necessary
sites therefor;
$850,000 for improving, acquiring, equipping and coustrecting a public
swimming pool for said City and acquiring any necessary sites
therefor;
$200,000 for construction of and equipping for an elevated pedestrian
crossover on Farm-to-Market Road 423 and the acquisition
of sites therefor;
$700,000 for improving and acquiring sites for park purposes for said
City and acquiring, improving, constructing, equipping and
furnishing recreational and athletic facilities in connection
therewith;
WHEREAS, it affirmatively appears that none of the aforesaid bonds have
been previously issued; and
WHEREAS, the City Council considers it in the best interest of the City at
this time to authorize the issuance and delivery of all of the bonds authorized at the
aforesaid election, all in a single issue, and all in aneordanee with the laws of the
State of Texas and the Charter of the City; therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF THE COLONY,
TEXAS:
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section 1.01. Definitions.
Unless otherwise expressly provided or unless the context clearly requires
otherwise, in this Ordinance, the following terms shall have the meanings specified
below:
"Bond" means any of the Bonds.
"Bondholder" or "Holder" or "Owner" means the person who is the registered
owner of a Bond or Bonds, as shown in the Register.
"Bonds" means the City's bonds entitled "City of The Colony, Texas, General
Obligation Bonds, Series 1985" in aggregate principal amount of $5,000,000
authorized to be issued by Section 3.01 of this Ordinance.
"Charter" means the Home Rule Charter of the City as amended.
"Closing Date" means the date of the initial delivery of and payment for the
Bonds.
"Code" means the Internal Revenue Code of 1954, as amended, including the
regulations and published rulings thereunder.
"Construction Fund" means the construction fund established by Section
7.01(a)(ii) of this Ordinance.
"Event of Default" means any Event of Default as defined in Section 10.01 of
this Ordinance.
"Interest and Sinking Fund" means the Interest and sinking fund established by
Section 7.01(a)(i) of this Ordinance.
"Paying Agent/Registrar" means MBank Dallas, N.A., Dallas, Texas, any
suceessar thereto or an entity which is appointed as and assumes the duties of
paying agent/registrar as provided in this Ordinance.
03LSD
"Record Date" means the Record Date as prescribed by Section 3.03(b) of this
Ordin~ee.
"Register" means the Register specified in Section 3.06(a) of this Ordinance.
"Special Record Date" means the Special Record Date as prescribed in
Section 3.03(b) of this Ordinance.
Section 1.02. Findings.
The declarations, determinations and findings declared, made and found in
the preamble to this Ordinance are hereby adopted, restated and made a part of the
operative provisions hereof.
Section 1.03. Table of Contents, Titles and Headings.
The table of contents, titles and headings of the Articles and Sections of this
Ordinance have been inserted for eonvenienee of reference only and are not to be
considered a part hereof and shall not in any way modify or restrict any of the terms
or provisions hereof and shall never be considered or given any effect in construing
this Ordinance or any provision hereof or in ascertaining intent, if any question of
intent should arise.
Section 1.04. Interpretation.
(a) Unless the context requires otherwise, words of the masculine gender
shall be construed to include correlative words of the feminine and neuter genders
and vice versa, and words of the singular number shall be construed to include
correlative words of the plural number and vice versa.
(b) This Ordinance and all the terms and provisions hereof shall be
liberally construed to effectuate the purposes set forth herein to sustain the validity
of this Ordinance.
ARTICLE II
SECURITY FOR THE BONDS
Section 2.01. Tax Levy for Payment of the Bonds.
(a) The City Council hereby declares and covenants that it will provide
and levy a tax legally and fully sufficient for payment of the Bonds, 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 ohiigations of the City.
(b) In order to provide for the payment of the debt service requirements
on the Bonds, being (i) the interest on the Bonds, and (ii) a sinking fund for their
payment at maturity or a sinking fund of two percent (whichever amount is the
greater), there is hereby levied for the current year and each succeeding year
thereafter while the Bonds or interest thereon remain outstanding and unpaid, a tax
on each $100 valuation of taxable property in the City that is sufficient to pay such
debt service requirements, full allowance being made for delinquencies and costs of
collection.
(e) The tax levied by this Section shall be assessed and collected each
year and applied to the payment of the debt serviee requirements on the Bonds, and
the tax shall not be diverted to any other purpose.
ARTICLE III
AUTHORIZATION; GENERAL TERMS AND PROVISIONS
REGARDING THE BONDS
Section 3.01. Authorization.
The City's general obligation bonds to be designated "City of The Colony,
Texas, General Obligation Bonds, Series 1985," are hereby authorized to be issued
and delivered in aneordanee with the Constitution and laws of the State of Texas
and the Cha~ter of the City, the Bonds to be issued in the aggregate principal
amount of $5,000,000 for the purpose of providing funds with which to make various
permanent public improvements set forth in the preamble hereof, under and by
virtue of Article 1175, Vernon's Texas Civil Statutes, as amended, and pursuant to
the Charter of the City.
Section 3.02. Date, Denomination, Maturities, Numbers and Interest.
(a) The Bonds shall have an original issue date of February 15, 1985. The
Bonds shall be in fully registered form, without coupons, in the denomination of
$5,000 or any integral multiple thereof and shall be numbered separately from one
upward.
(b) The Bonds shall mature on February 15 in the years and as to the
principal amounts set forth below, and interest on each Bond shall accrue from the
later of the date thereof or the most recent interest payment date to which interest
has been paid or provided for at the per annum rates of interest, payable
semiannually on February 15 and August 15 of each year until maturity or prior
redemption commencing February 15, 1986, ali as set forth in the schedule below:
Year Principal Interest Year Principal Interest
(February 15) Amount Rate (February 15) Amount Rate
1987 $75,000 12.00% 1997 $225,000 9.00%
1988 100,000 12.00% 1998 250,000 9.10%
1989 100,000 12.00% 1999 275,000 9.20%
1990 125,000 12.00% 2000 300,000 9.30%
1991 125,000 12.00°/o 2001 325,000 9.40%
1992 150,000 12.00°/o 2002 375,000 9.45%
1993 150,000 12.00% 2003 400,000 9.50%
1994 175,000 12.00°/o 2004 450,000 9.50%
1995 175,000 12.00°/o 2005 500,000 9.00%
1996 200,000 10.20% 2006 525,000 9.00%
Section 3.03. Mediumt Method and Place of Payment.
(a) The principal of, premium, if any, and interest on the Bonds shall be
paid in lawful money of the United States of America as provided in this Section.
(b) interest on the Bonds shall be payable to the Owner whose name
appears in the Register at the close of business on the lust business day of the month
next preceding such interest payment date (the "Record Date"). However, in the
event that interest is not paid on a scheduled interest payment date and remains
unpaid for thirty (30) days thereafter, a new record date for such interest payment
(a 'Special Record Date") shall 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 15 days after the Special Record Date) shall be sent at
least five business days prior to the Special Record Date by United States mail, first
class, postage prepaid, to the address of each Owner of a Bond appearing on the
Register at the close of business on the last business day next preeeding the date of
mailing of such notice.
(e) interest shall be paid by check (dated as of the interest payment
date) and sent by the Paying Agent/Registrar to the person entitled to such
payment, first class United States mail, postage prepaid, to the address of such
person as it appears in the Register or by such other customary banking
arrangements acceptable to the Paying Agent/Registrar and the person to whom
interest is to be paid; provided, however, that such person shall bear all risk and
expenses of such customary banking arrangements.
(d) The principal of each Bond shall be paid to the person in whose name
such Bond is registered on the due date thereof (whether at the maturity date or the
date of prior redemption thereof) upon presentation and surrender of such Bond at
the principal corporate office of the Paying Agent/Registrar.
Section 3.04. Control, Execution and Initial Registration.
(a) The Bonds shall be executed on behalf of the City by the Mayor and
countersigned by the City Secretary of the City, by their facsimile signatures, and
the official seal of the City shall be impressed or placed in facsimile thereon. Such
facsimile signatures on the Bonds shall have the same effect as if each of the Bonds
had been signed manually and in person by each of said officers, and such facsimile
seal on the Bonds shall have the same effect as if the official seal of the City had
been manually impressed upon each of the Bonds.
(b) In the event that any officer of the City whose facsimile signature
appears on the Bonds ceases to be such officer before the authentication of such
Bonds or before the delivery thereof, such facsimile signature nevertheless shall be
valid and sufficient for all purposes as if such officer had remained in such office.
(c) Except as provided below, no Bond shall be valid or obligatory for any
purpose or be entitled to any security or benefit of this Ordinance unless and until
there appears thereon the Certificate of Paying Agent/Registrar substantially in the
form provided herein, duly authenticated by manual execution of the Paying
Agent/Registrar. It shall not be required that the same officer of the Paying
Agent/Registrar sign the Certificate of Paying Agent/Registrar on all of the Bonds.
In lieu of the executed Certificate of Paying Agent/Registrar described above, the
Initial Bond delivered at the Closing Date shall have attached thereto the
Comptroller's Registration Certificate substantially in the form provided herein,
manually executed by the Comptroller of Public Accounts of the State of Texas, or
by his duly authorized agent which Certificate shall be evidence that the bond has
been duly approved by the Attorney General of the State of Texas and that it is a
valid and binding obligation of the City, and has been registered by the Comptroller.
(d) On the Closing Date, one Bond (the "Initial Bond") representing the
entice principal amount of all Bonds, payable in stated instalhnents to the
Purchaser, munually signed by the Mayor and City Secretary of the City, approved
by the Attorney General, and registered and manually signed by the Comptroller of
Public Accounts, will be delivered to the Purchaser or its designee. Upon payment
for the Initial Bond, the Paying Agent/Registrar shall cancel the Initial Bond and
deliver the registered definitive Bonds, in integral multiples of $5,000 for any one
maturity, in accordance with instruetions received from the Purchaser or its
designee. It shall be the duty of the initial purchaser or its designee to furnish to
the Paying Agent/Registrar, at least five (5) business days prior to the Closing Date,
written instructions on forms which the purchaser or its designee must request of
and obtain from, and whieh shall be provided by, the Paying AgentJRegistrar
designating the names in which Bonds are to be registered, the addresses of the
registered Owners, the maturities, interest rates and denominations. If such written
instructions are not received within the specified time period, the cancellation of
the Initial Bond und delivery of definitive Bonds in exchange therefor may be
delayed until such instrnctions are received.
Section 3.05. Ownership.
(a) The City, the Paying Agent/Registrar and any other person may treat
the person in whose name any Bond is registered as the absolute owner of such Bond
for the purpose of making and receiving payment of the principal thereof and
premium, if any, thereon, for the further purpose of making and receiving payment
of the interest thereon (subject to the provisions herein that interest is to be paid to
the person in whose name the Bond is registered on the l~ecurd Date or on the
Special Record Date as applicable), and for all other purposes, whether or not such
Bond is overdue, and neither the City nor the Paying Agent/Registrar shall be bound
by any notice or knowledge to the contrary.
(b) All payments made to the person deemed to be the owner of any Bond
in accordance with this Section shall be valid and effectual and shall discharge the
liability of the City and the Paying Agent/Registrar upon such Bond to the extent of
the sams paid.
Section 3.06. Registration, Transfer and Exchange.
(a) So long as any Bonds remain outstanding, the City shall cause the
Paying Agent/Registrar to keep at its principal corporate office a register (the
"Register") in which, subject to such reasonable regulations as it may prescribe, the
Paying Agent/Registrar shall provide for the registration and transfer of Bonds in
accordance with this Ordinance.
(b) Registration of any Bond may be transferred in the Register only
upon the presentation and surrender thereof at the principal corporate office of the
Paying Agent/Registrar for transfer of registration and cancellation, together with
proper written instruments of assignment, in form and with guarantee of signatures
satisfactory to the Paying Agent/Registrar, evidencing assignment of the Bonds, or
any portion thereof in any integral multiple of $5,000, to the assignee or assignees
thereof, and the right of such assignee or assignees thereof to have the bond or any
portion thereof registered in the name of such assignee or assignees. ~qo transfer of
any Bond shall be effective until entered in the Register. Upon assignment and
transfer of any Bond ur portion thereof, a new Bond or Bonds will be issued by the
Paying Agent/Registrar in conversion and exchange for such transferred and
assigned Bond. To the extent possible the Paying Agent/Registrar will issue such
new Bond or Bonds in not more than three business days after receipt of the Bond to
be transferred in proper form and with proper instructions directing such transfer.
(e) Any Bond may be converted and exchanged only upon the
presentation and surrender thereof at the principal eorpurate office of the Paying
Agent/Registrar, together with a written request therefor duly executed by the
registered owner or assignee or assignees thereof, or its or their duly authorized
attorneys or representatives, with guarantees of signatures satisfactory to the
Paying Agent/Registrar, for a Bond or Bonds of the same maturity and interest rate
and in any authorized denomination and in an aggregate principal amount equal to
the unpaid principal amount of the Bond presented for exchange. If a portion of any
Bond is redeemed prior to its scheduled maturity as provided herein, a substitute
Bond or Bonds having the same maturity date, bearing interest at the same rate, in
the denomination or denominations of any integral multiple of $5,000 at the request
of the registered owner, and in an aggregate principal amount equal to the
unredeemed portion thereof, will be issued to the registered owner upon surrender
thereof for cancellation. To the extent possible, a new Bond or Bonds will be
required to be delivered by the Paying Agent/Registrar to the registered owner of
the Bond or Bonds in not more than three business days after receipt of the Bond to
be exchanged in proper form and with proper instructions directing such exchange.
(d) Each bond issued in exchange for any Bond or portion thereof
assigned, transferred or converted shall have the same principal maturity date and
bear interest at the same rate us the Bond for which it is being exchanged. Each
substitute Bond shall bear a letter and/or number to distinguish it from each other
Bond. The Paying Agent/Registrar shall convert and exchange the Bonds as provided
herein, and each substitute Bond delivered in accordance with this Section shall
constitute an original additional contractual obligation of the City and shall be
entitled to the benefits and security of this Ordinance to the same extent as the
Bond or Bonds in lieu of which such substitute Bond is delivered.
(e) The City will pay the Paying Agent/Registrar's reasonable and
customary charge for the initial registration or any subsequent transfer, exchange or
conversion of Bonds, but the Paying Agent/Registrar will require the Owner to pay a
sum sufficient to cover any tax or other governmental charge that is authorized to
be imposed in connection with the registration, transfer, exchange or conversion of
a Bond. In addition, the City hereby covenants with the Owners of the Bonds that it
will (i) pay the reasonable and standard or customary fees and charges of the Paying
Agent/Registrar for its services with respect to the payment of the principal of and
interest on the Bonds, when due, and (ii) pay the fees and charges of the Paying
Agent/Registrar for services with respect to the transfer, registration, conversion
and exchange of Bonds as provided herein.
03~6D
(f) Neither the City nor the Paying Agent/Registrar shall be required (i)
to issue, transfer, or exchange any Bond called for redemption, in whole or in part,
where such redemption is scheduled to occur within 30 calendar days, provided,
however, such limitation shall not be applicable to an exchange by the Owner of the
ancalled principal balance of a Bond.
Section 3.07. Cancellation and Authentication.
(a) All Bonds paid or redeemed before scheduled maturity in accordance
with this Ordinance, and all Bonds in lieu of which exchange Bonds or replacement
Bonds are authenticated and delivered in accordance with this Ordinance, shall be
cancelled and destroyed upon the making of proper records regarding such payment,
redemption, exchange or replacement. The Paying Agent/Registrar shall
periodically furnish the City with certificates of destruction of such Bonds.
(b) Each substitute Bond issued in conversion of and exchange for or
replacement of (pursuant to the provisions of Section 3.07 hereof) any Bond or Bonds
issued under this Ordinance shall have printed thereon a Paying Agent/Registrar's
Authentication Certificate, in the form hereinafter set forth. An authorized
representative of the Paying Agent/Registrar shall, before the delivery of any such
bond, manually sign and date such Certificate, and no such Bond shall be deemed to
be issued or outstanding unless such Certificate is so executed. No additional
ordinances, orders, or resolutions need be passed or adopted by the City Council or
any other body or person so as to accomplish the foregoing conversion and exchange
or replacement of any Bond or portion thereof, and the Paying Agent/Registrar shall
provide for the printing, execution, and delivery of the substitute Bonds in the
manner prescribed herein, and said Bonds shall be of type composition printed on
paper with lithographed or steel engraved borders of customary weight and
strength. Pursuant to Article 717k-6, V.A.T.C.S., as amended, and particularly
Section 6 thereof, the duty of conversion and exchange or replacement of Bonds as
aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the
execution of the above Paying Agent/Registrar's Authentication Certificate, the
converted and exchanged or replaced Bonds shall be valid, incontestable, and
enforceahie in the same manner and with the same effect as the Bond which
originally was delivered pursuant to this Ordinance, approved by the Attorney
General, and registered by the Comptroller of Public Accounts.
(c) Bonds issued in conversion and exchange or replacement of any other
Bond or portion thereof, (i) shall be issued in fully registered form, without interest
coupons, with the principal of and interest on such Bonds to be payable only to the
registered owners thereof, (ii) may be redeemed prior to their scheduled maturities,
(iii) may be transferred and ussigned, (iv) may be converted and exchanged for other
Bonds, (v) shall have the characteristics, (vi) shall be signed and sealed, and (vii) the
principal of and interest on the Bonds shall be payable, all as provided, and in the
manner required or indicated, in the FORM OF BOND set forth in this Ordinance.
Section 3.08. Replanement Bonds.
(a) Upon the presentation and surrender to the Paying Agent/Registrar
of a mutilated Bond, the Paying Agent/Registrar shall authenticate and deliver in
exchange therefor a replanement Bond of like tenor and principal amount, bearing a
number not eontemporaneonsly outstanding. The City or the Paying Agent/
Registrar may require the Holder of such Bond to pay a sam sufficient to cover any
tax or other governmental charge that is authorized to be imposed in connection
therewith and any other expenses connected herewith.
(b) In the event that any Bond is lost, apparently destroyed or wrongfully
taken, the Paying Agent/Registrar, pursuant to the applicable laws of the State of
Texas and in the absence of notice or knowledge that such Bond has been acquired
by a bona fide purchaser, shall authenticate and deliver a replacement Bond of like
tenor and principal amount, bearing a number not contemporaneously outstanding,
provided that the Holder first:
(i) furnishes to the Paying Agent/Registrar satisfactory
evidence of his or her ownership of and the circumstances of the loss,
destruction or theft of such Bond;
(ii) furnishes such security or indemnity as may be required by
the Paying Agent/Registrar, and acceptable to the City, to save it harmless;
(iii) pays all expenses and charges in connection therewith,
including, but not limited to, printing costs, legal fees, fees of the Paying
Agent/Registrar and any tax or other governmental charge that is authorized
to be imposed; and
(iv) satisfies any other reasonable requirements imposed by the
City and the Paying Agent/Registrar.
(c) If, after the delivery of such replacement Bond, a bona fide purchaser
of the original Bond in lieu of which such replacement Bond was issued presents for
payment such original Bond, the City and the Paying Agent/Registrar shall be
entitled to recover such replacement Bond from the person to whom it was delivered
or any person taking therefrom, except a bona fide purchaser, and shall be entitled
to recover upon the security or indemnity provided therefor to the extent of any
loss, damage, cost or expense incurred by the City or the Paying Agent/Registrar in
connection therewith.
(d) In the event that any such mutilated, lost, apparently destroyed or
wrongfully taken Bond has become or is about to become due and payable, the
Paying Agent/Registrar, in its discretion, instead of issuing a replacement Bond,
may pay such Bond.
(e) Each replacement Bond delivered in accordance with this Section
shall constitute an original additional contractual obligation of the City and shall be
entitled to the benefits and security of this Ordinance to the same extent as the
Bond or Bonds in lieu of which such replacement Bond is delivered.
ARTICLE IV
REDEMPTION OF BONDS BEFORE MATURITY
Section 4.01. Limitation on Redemption.
The Bonds shall be subject to redemption before scheduled maturity only as
provided in this Article IV.
Section 4.02. Optional Redemption.
(a) The City resewes the option to redeem Bonds maturing on and after
Febvuury 15, 1997, in whole ur in purr, before their respective scheduled maturity
dates, on February 15, 1996, ur on any interest payment date thereafter (such
redemption date ur dates to be fixed by the City) at a price equal to the principal
axaount of the Bonds called for redemption plus accrued interest from the most
recent interest payment date on which interest has been paid ur duly provided for to
the redemption date.
(b) The City, at least 45 days before the redemption date (unless a
shurter period shall be satisfaetury to the Paying Agent/Registrar), shall notify the
Paying Agent/Registrar of such redemption date and of the principal amount of
Bonds to be redeemed.
Section 4.03. Partial Redemption.
(a) If less than all of the Bonds ate to be redeemed, the City shall
determine the maturity ur maturities and the amounts thereof to be redeemed and
shall direct the Paying Agent/Registrur to call by lot Bonds, ur purtions thereof
within such maturity or maturities and in such principal amounts, for redemption.
(b) A potion of a single Bond of a denomination greater than $5,000 may
be redeemed, but only in a principal amount equal to $5,000 ur any integral multiple
thereof. The Paying Agent/Registrar shall treat each $5,000 portion of the Bond as
though it were a single Bond for purposes of selection for redemption.
(e) Upon surrender of any Bond for redemption in part, the Paying
Agent/Registrar, in aeeurdanee with Section 3.06 of this Ordinance, shall
antbentieate and deliver ~m exchange Bond ur Bonds in an aggregate principal
amount equal to the unredeemed purtion of the Bond so surrendered.
(d) The Paying Agent/Registrar shall promptly notify the City in writing
of the principal amount to be redeemed of any Bond as to which only a purtion
thereof is to be redeemed.
Section 4.04. Notice of Redemption to Bondholders.
(a) The Paying Agent/Registrur shall give notice of any redemption of
Bonds by sending notice by first class United States mail, postage prepaid, not less
than 30 days befure the date fixed for redemption, to the Owner of each Bond (ur
part thereof) to be redeemed, at the address shown on the Register.
(b) The notice shall state the redemption date, the redemption price, the
place at which the Bonds ave to be surrendered for payment, and, if less than all the
Bonds outstanding ave to be redeemed, an identification of the Bonds or povtious
thereof to be redeemed.
(e) Any notice given as provided in this Section shall be conclusively
presumed to have been duly given, whether ur not the Bondholder receives sueh
notice.
Section 4.05. Payment Upon Redemption.
(a) Before or on each redemption date, the Paying Agent/Registrar shall
make provision for the payment of the Bonds to be redeemed on such date by setting
aside and holding in trust an amount from the Interest and Sinking Fund or otherwise
received by the Paying Agent/Registrar from the City sufficient to pay the principal
of, premium, if any, and accrued interest on such Bonds.
(b) Upon presentation and surrender of any Bond called foe redemption at
the principal corporate office of the Paying Agent/Registrar on or after the date
fixed for redemption, the Paying Agent/Registrar shall pay the principal of,
premium, if any, and accrued interest on such Bond to the date of redemption from
the money set aside for such purpose.
Section 4.06. Effect of Redemption.
(a) Notice of redemption having been given as provided in Section 4.04 of
this Ordinance, the Bonds or portions thereof called for redemption shall become
due and payable on the date fixed for redemption and, unless the City defaults in the
payment of the principal thereof, premium, if any, or accrued interest thereon, such
Bonds or portions thereof shall cease to bear interest from and after the date fixed
for redemption, whether or not such Bonds are presented and surrendered for
payment on such date.
(b) If any Bond or portion thereof called for redemption is not so paid
upon presentation and surrender of such Bond for redemption, such Bond or portion
thereof shall continue to bear interest at the rate stated on the Bond until paid or
until due provision is made for the payment of same.
Section 4.07. Lapse of Payment.
(a) Money set aside for the redemption of Bonds and remaining
unclaimed by the Owners of such Bonds for four years after the date of redemption
shall be applied to the next payment or payments on the Bonds thereafter coming
due and, to the extent any such money remains after the retirement of all
outstanding Bonds, shall be paid to the City to be used for any lawful purpose.
Thereafter, neither the City, the Paying Agent/Registrar nor any other person shall
be liable or responsible to any Holders of such Bonds for any further payment of
such unclaimed moneys or on account of any such Bonds, subject to any applicable
escheat law or similar law.
(b) Money set aside for the redemption of Bonds and remaining
unclaimed by the Owners of such Bonds after the redemption date shall be
segregated in a special escrow account and held in trust, uninvested, without
interest, for the account of such Owners.
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5.01. Appointment of Initial Paying Agent/Registrar.
(a) The City hereby appoints MBank Dallas, N.A., Dallas, Texas, as its
registrar and tnmsfer agent to keep such books ar records and make such transfers
and registrations under sueh reasonable ~egulations as the City and the Paying
Agent/Registrar may prescribe; and the Paying Agent/Registrar shall make such
t~ansfer and registrations as herein provided. It shall be the duty of the Paying
Agent/Registrar to obtain from the Owners and record in the Register the address
of such Owner of each Bond to which payments with respect to the Bonds shall be
mailed, as provided herein. The City or its designee shall have the fight to inspect
the Register during regular business hours of the Paying Agent/Registrar, but
otherwise the Paying Agent/Registrar shall keep the Registration Books eorrfidential
and, unless otherwise required by law, shall not permit their inspection by any other
entity.
(b) The City hereby further appoints the Paying Agent/Registrar to act
as the paying agent for paying the principal of and interest on the Bonds. The
Paying Agent/Registrar shall keep proper records of all payments made by the City
and the Paying Agent/Registrar with respect to the Bonds, and of all conversions
and exchanges of such Bonds, all conversions and replanements of such Bonds, as
provided in the Ordinance.
Section 5.02. Qualifications.
Each Paying Agent/Registr~ar shall be (i) a bank, trust company, financial
institution, or other entity duly qualified and legally authorized under the laws of
the United States or of any state thereof, (ii) authorized under such laws to exercise
trust powers, (iii) subject to supervision or examination by a federal or state
governmental authority, and (iv) a single entity.
Section 5.03. Maintaining Paying Agent/Registrar.
(a) At all times while any Bonds ace outstanding, the City will maintain a
Paying Agent/Registrar that is qualified under Section 5.02 of this Or~linanee.
(b) If the Paying Agent/Registrar resigns or otherwise ceases to sewe as
such, the City will promptly appoint a replacement.
(e) The execution and delivery of a Paying Agent/Registrar Agreement,
as presented at the meeting at which this Ordinance was considered, specifying the
duties and responsibilities of the City and the Paying Agent/ Registrar, is hereby
approved with such changes as may be approved by the Mayor of the City, and the
Mayor of said City is hereby authorized to execute such agreement.
Section 5.04. Termination.
The City reserves the right to terminate the appointment of any Paying
Agent/Itegistrar by delivering to the entity whose appointment is to be terminated a
certified copy of a resolution of the City (i) giving notice of the termination of the
appointment and of the Paying Agent/Registrar Agreement, stating the effective
date of such termination, and (ii) appointing a successor Paying Agent/P~egistrar.
Section 5.05. Notice of Change to Bondholders.
Promptly upon each change in the entity serving as Paying Agent/Registrar,
the City will cause notice of the change to be sent to each Bondholder by first class
United States mail, postage prepaid, at the address in the Register, stating the
effective date of the change and the name and mailing address of the replacement
Paying Agent/Registrar.
Section 5.06. Agreement to Perform Duties and Functions.
By accepting the appointment as Paying Agent/Registrar, the Paying
Agent/Registrar is deemed to have agreed to the provisions of this Ordinance and
that it will perform the duties and functions of Paying Agent/Registrar prescribed
hereby.
Section 5.07. Delivery. of Records to Successor.
If a Paying Agent/Registrar is replaced, such Paying Agent/Registrar,
promptly upon the appointment of the successor, will deliver the Register (or a copy
thereof) and all other pertinent books and records relating to the Bonds to the
successor Paying Agent/Registrar.
ARTICLE VI
FORM OF THE BONDS
Section 6.01. Form Generally.
(a) The Bonds, the Registration Certificate of the Comptroller of Public
Accounts of the State of Texas, the Certificate of the Paying Agent/Registrar, and
the Assignment form to appear on each of the Bonds, (i) shall be substantially in the
form set forth in this Article, with such appropriate insertions, omissions,
substitutions, and other variations as are permitted or required by this Ordinance,
and (ii) may have such letters, numbers, or other marks of identification (including
identifying numbers and letters of the Committee on Uniform Seearities
Identification Procedures of the American Bankers Association) and such legends
and endorsements (including any reproduction of an opinion of counsel) thereon as,
consistently herewith, may be determined by the City or by the officers executing
such Bonds, as evidenced by their exeention thereof.
(b) Any portion of the text of any Bonds may be set forth on the reverse
side thereof, with an appropriate reference thereto on the face of the Bonds.
(e) The Bonds shall be printed, lithographed, or engraved, and may be
produced by any combination of these methods or produced in any other similar
manner, all as determined by the officers executing such Bonds, as evidenced by
their execution thereof.
Section 6.02. Form of Bond.
The form of Bond, including the form of the Registration Certificate of the
Comptroller of Public Accounts of the State of Texas, the form of Certificate of
the Paying Agent/Registrar and the form of Assignment appearing on the Bonds,
shall be as follows:
(a) [Form of Bond]
REGISTERED REGISTERED
No.__ $.
United States of America
State of Texas
COUNTY OF DENTON
CITY OF THE COLONY, TEXAS
GENERAL OBLIGATION BOND
SERIES 1985
Interest Rate: Maturity Date: Original Issue Date: CUSIP NO.:
(February 15)
February 15, 1985
The City of The Colony (the "City"), in the County of Denton, State of Texas,
for value received, hereby promises to pay to
or registered assigns, on the Maturity Date specified above, the sum of
DOLLARS
unless this Bond shall have been sooner called for redemption and the payment of
the prIncipal hereof shall have been paid or provided for, and to pay interest on such
principal amount from the later of the Original Issue Date specified above or the
most recent interest payment date to which Interest has been paid or provided for
until payment of such principal amount has been paid or provided for, 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 to be paid semiannually on February 15 and
August 15 of each year, commencing February 15, 1986.
The principal of this Bond shall be payable without exchange or collection
charges In lawful money of the United States of America upon presentation and
surrender of this Bond at the principal corporate office of the Paying Agent/
Registrar executing the registration certificate appearIng hereon. Interest on this
Bond is payable by check dated as of the interest payment date, mailed by the
Paying Agent/Registrar to the registered owner at the address shown on the
registration books kept by the PayIng Agent/Registrar or by such other customary
banking arrangements acceptable to the Paying Agent/Registrar and the person to
whom Interest is to be paid; provided, however, that such person shall bear all risk
and expenses of such customary banking arrangements. For the purpose of the
payment of Interest on this Bond, the registered owner shall be the person In whose
name this Bond is registered at the close of business on the "Record Date," which
shall be the last business day of the month next preceding such Interest payment
date. However, in the event that interest is not paid on a scheduled payment date
and remains unpaid for thirty (30) days thereafter, a new record date for such
interest payment (a "Speeial Record Date") will be established by the Paying Agent/
l~egistrar, if and when funds for the payment of such interest have been received
from the City. Notice of the Special l~ecord Date and of the scheduled payment
date of the past due interest (which date shall be 15 days after the Special Record
Date) shall be sent at least five business days prior to the Special l~.ecord Date by
United States mall, first class, postage prepaid, to the address of each Holder of a
Bond appearing on the books of the Paying Agent/Registrar at the close of business
on the last business day preceding the date of mailing of such notice.
l~eference is hereby made to the further provisions of this Bond set forth on
the reverse side hereof, and such further provisions shall for all purposes have the
same effect as if set forth on the face hereof.
* This Bond is one of a series of fully registered bonds specified in the title
hereof issued in the aggregate principal amount of $5,000,000 (herein referred to as
the "Bonds"), issued pursuant to a certain Ordinance of the City (the "Bond
Ordinance") for the purpose of providing funds with which to make various
permanent public improvements for and within the City.
* The City has reserved the option to redeem the Bonds maturing on or after
Febroury 15, 1997, before their respective scheduled maturities in whole or in part
in integral multiples of $5,000 on February 15, 1996, or on any interest payment
date thereafter, at a price equal to the principal amount of the Bonds so called for
redemption pins accrued interest to the redemption date. If less than all of the
Bonds are to be redeemed, the City shall determine the maturity or maturities and
the amounts thereof to be redeemed and shall direct the Paying Agent/l~egistr~r to
call by lot Bonds, or purtions thereof within such maturity or maturities and in such
amounts, for redemption.
* Notice of such redemption or redemptions shall be given by first class mail,
postage prepaid, not less than 30 days before the date fixed for redemption, to the
registered owner of each of the Bonds to be redeemed in whole or in part. Notice
having been so given, the Bonds or portions thereof designated for redemption shall
become due and payable on the redemption date specified in such notice, and from
and after such date, notwithstanding that any of the Bonds or portions thereof so
called for redemption shall not have been surrendered for payment, interest on such
Bonds or portions thereof shall cease to accrue.
* As provided in the Bond Ordinance, and subiect to certain limitations therein
set forth, this Bond is transferable upon surrender of this Bond for transfer at the
principal eurporate office of the Paying Agent/Registrar with such endorsement or
other evidence of transfer as is acceptable to the Paying Agent/P~egistrur, and,
thereupon, one or more new fully registered Bonds of the same stated maturity, of
authorized denominations, bearing the same rate of interest, and for the same
aggregate principal amount will be issued to the designated transferee or
transferees.
* Neither the City nor the Paying Agent/Registrur shall be required to issue,
transfer or exchange any Bond called for redemption where such redemption is
scheduled to occur within 30 calendar days after the transfer or exchange date;
provided, however, such limitation shall not be applicable to an exchange by the
Holder of the uncalled principal balance of a Bond.
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* The City, the Paying Agent/Registrar, and any other person may treat the
person in whose name this Bond is registered as the owner hereof for the purpose of
receiving payment as herein provided (except interest shall be paid to the person in
whose name this Bond is registered on the Record Date or, if applleable, the Special
Record Date) and for ail other purposes, whether or not this Bond be overdue, and
neither the City nor the Paying Agent/Registrar shall be affected by notice to the
contrary.
* IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Bond and
the series of which it is a part is duly authorized by law and has been authorized by
a vote of the properly qualified electors of the City voting at an election held for
that purpose within the City; that all acts, conditions and things required to be done
precedent to and in the issuanee of the Bonds have been properly done and
performed and have happened in regular and due time, form and manner, as required
by law; that sufficient and proper provision for the levy and collection of taxes has
been made, which, when collected, shall be appropriated exclusively to the timely
payment of the principal of, premium, if any, and interest on the Bonds; and that the
total indebtedness of the City, including the Bonds, does not exceed any
constitutional or statutory limitation.
IN WITNESS WHEREOF, the City has caused this Bond to be executed in its
name by the manual or facsimile signature of the Mayor of the City and
countersigned by the manual or facsimile signature of the City Secretary, and the
official seal of the City has been duly impressed or placed in facsimile on this Bond.
City Secretary, City of The Colony, Texas Mayor, City of The Colony, Texas
[SEAL]
(b) [Form of Certificate of Paying Agent/Registrar]
CERTIFICATE OF PAYING AGENT/REGISTRAR
This is one of the Bonds referred to in the within-mentioned Ordinance. The
series of Bonds of which this bond is a part was originally issued as one Initial Bond
which was approved by the Attorney General of the State of Texas and registered by
the Comptroller of Public Accounts of the State of Texas under Register No. __
as Paying Agent/Registrar
Dated: By:
Authorized Officer
(c) [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 Bond and all rights hereunder and hereby irrevocably constitutes and
appoints attorney to transfer the
within Bond on the books kept for registration hereof, with full power of substitution
in the premises.
Dated:
NOTICE: The signature on this Assignment
Signature Guaranteed By: must correspond with the name of the
registered owner as it appears on the face
of the within Bond in every particular and
must be guaranteed by an officer of a
Authorized Signatory federal or state bank or a member of the
National Association of Securities Dealers.
* Note to printer: Paragraphs preceded by an asterik (*) are to be printed on the
reverse side of the bonds.
(d) Initial Bond Insertions.
(i) The Initial Bond shall be in the form set forth in paragraph (a)
of this Section, except that:
A. immediately under the name of the Bond the headings
"Interest Rate " and "Maturity Date "
shall both be completed with the expression "as shown below";
B. in the first paragraph:
1. the words "on the Maturity Date specified
above" shall be deleted and the following will be inserted:
"on the fifteenth day of February in each of the years, in the
principal installments and bearing interest at the per annum
rates set forth in the following schedule:
Principal Interest
Year Installments Rate
(Information to be inserted from Section 3.02(b) hereof.)
2. the words "executing the registration
certificate appearing hereon" shall be deleted and an
additional sentence shall be added to the paragraph as
follows: "The initial Paying Agent/Registrar is MBank
Dallas, N.A., Dallas, Texas"; and
C. the Initial Bond shall be numbered T-1.
(ii) The following Registration Certificate of Comptroller of
Public Accounts shall appear on the Initial Bond:
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER §
OF PUBLIC ACCOUNTS § REGISTER NO.
THE STATE OF TEXAS §
I HEREBY CERTIFY THAT there is on file and of record in my office a
certificate to the effect that the Attorney General of the State of Texas has
approved this Bond, and further that this Bond has been registered this day by me.
WITNESS my signattwe and seal of office this
Comptroller of Public Accounts
of the State of Texas
[SEAL]
Section 6.03. CUSIP Registration.
The City may secure identification numbers through the CUSIP Service
Bureau Division of Standard & Poor's Corporation, New York, New York, and may
authorize the printing of such numbers on the face of the Bonds.
Section 6.04. Legal Opinion.
The approving legal opinion of Hutchison Price Boyle & Brooks, Bond Counsel,
may be printed on the back of each Bond over the certification of the City
Secretary of the City, which may be executed in facsimile.
ARTICLE VII
CREATION OF FUNDS AND ACCOUNTS, INITIAL DEPOSITS
AND APPLICATION OF MONEY
Section 7.01. Creation of Funds.
(a) The City hereby establishes the following funds:
(i) the City of The Colony, Texas, General Obligation Bonds,
Series 1985, Interest and Sinking Fund; and
(ii) the Series 1985 General Obligation Construction Fund.
Co) The Interest and Sinking Fund shall be maintained at an official
depository of the City, which must be a member of the Federal Deposit Insurance
Corporation.
Section 7.02. Initial Deposits.
On the Closing Date, the City shall cause the proceeds from the sale of the
Bonds to be deposited as follows:
(i) first, an amount equal to all accrued interest and premium, if
any, on the Bonds from their date until the Closing Date shall be deposited to
the credit of the Interest and Sinking Fund; and
(ii) second, the remaining balance shall be deposited to the credit
of the Construction Fund.
Section 7.03. Interest and Sinking Fund.
(a) The taxes levied under Section 2.01 of this Ordinance shall be
deposited to the credit of the Interest and Sinking Fund at such times and in such
amounts as necessary for the timely payment of the principal of and interest on the
Bonds.
Co) If the amount of money in the Interest and Sinking Fund is at least
equal to the aggregate principal amount of the outstanding Bonds plus the aggregate
amount of interest due and that will become due and payable on such Bonds, no
further deposits to that fund need be made. In determining the aggregate principal
amount of outstanding Bonds, there shall be subtracted the amount of any Bonds
that have been duly called for redemption and for which money has been deposited
with the Paying Agent/Ragistrar for such redemption.
(c) Money on deposit in the Interest and Sinking Fund shall be used to pay
the principal of and interest on the Bonds as such become due and payable.
Section 7.04. Construction Fund.
The Construction Fund shall be used for the purpose of making the permanent
public improvements for which the Bonds were issued (as specified in Section 3.01 of
this Ordinance) and for paying expenses incurred in connection with the issuance and
delivery of the Bonds.
Section 7.05. Excess Bond Proceeds.
(a) Upon completion of the public improvements financed with the Bonds
any amount (exclusive of that amount retained for the payment of costs of such
improvements not then due and payable) that remains in the Construction Fund shall
be transferred to the credit of the interest and Sinking Fund and segregated in a
special escrow account.
(b) The money in the escrow aneount shall be used for the redemption of
Bonds at the earliest date that the City has the option to redeem Bonds without
premium or penalty.
ARTICLE VIII
INVESTMENTS
Section 8.01. Investments.
(a) Money in each fund created by this Ordinance, at the option of the
City, may be invested in such securities or obligations as permitted under applicable
law.
(b) Any securities or obligations in which money is so invested shall be
kept and held in trust for the benefit of the Bondholders and shall be sold and the
proceeds of sale shall be timely applied to the making of all payments required to be
made from the fund from which the investment was made.
(c) The money in an escrow account established under Section 7.05 of
this Ordinance shall not be invested in securities or obligations that have a "higher
yield," within the meaning of Section 103(c) of the Code, than the yield on the Bonds.
Section 8.02. Investment Income.
(a) Interest and income derived from investment of the Interest and
Sinking Fund shall be credited to such Fund.
(b) Interest and income derived from investment of the Construction
Fund shall be either deposited to the credit of the Interest and Sinking Fund or
retained in the Construction Fund until the project is completed.
ARTICLE IX
PARTICULAR REPRESENTATIONS AND COVENANTS
Section 9.01. Payment of the Bonds.
While any of the Bonds are outstanding and unpaid, there shall be made
available to the Paying Agent/Registrar, out of the Interest and Sinking Fund,
money sufficient to pay such interest on and principal of the Bonds as will accrue or
mature on each February 15 or August 15.
Section 9.02. Other Representations and Covenants.
(a) The City will faithfully perform at all times any and all covenants,
undertakings, stipulations, and provisions contained in this Ordinance and in each
Bond; the City will promptly pay or cause to be paid the principal of and interest on
each Bond on the dates and at the places and manner prescribed in such Bond; and
0316D
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the City will, at the times and in the manner prescribed by this Ordinance, deposit
or cause to be deposited the amounts of money specified by this Ordinance.
(b) The City is duly authorized under the laws of the State of Texas to
issue the Bonds; sll antion on its part for the creation and issuance of the Bonds has
been duly and effectively taken; and the Bonds in the hands of the Owners thereof
are and will be valid and enforceable general obligations of the City in aneordanee
with their terms.
(e) The City hereby represents that the proceeds of the Bonds ~re needed
at this time to finance the costs of the capital improvements for which the Bonds
were issued (as speelfied in Section 3.01 of this Ordinance); that based on current
fants, estimates, and circumstances, it is reasonably expected that final
disbursement of the proceeds of the Bonds will occur within three years after the
Closing Date, that substantially binding obligations to commence such improvements
will be incurred within six months after such date, and that the construction or
anquisition of the improvements will proceed with due diligence to completion; that
it is not reasonably expected that the proceeds of the Bonds or money deposited in
the interest and Sinking Fund will be used or invested in a manner that would eanse
the Bonds to be or become "arbitrage bonds," within the meaning of Section 103(e)
of the Code; and that, except for the Interest and Sinking Fund, no other funds or
accounts have been established or pledged to the payment of the Bonds.
(d) The City will not take any antion or fail to take any antion with
respect to the investment of the proceeds of the Bonds or any other funds of the
City, including amounts received from the investment of any of the foregoing, that,
based upon the facts, estimates, and circumstances known on the Closing Date,
would result in eonstltuting the Bonds "arbitrage bonds," within the meaning of such
Section 103(e) of the Code, and the City will not take any deliberate antion
motivated by arbitrage that would have such result.
(e) Proper officers of the City charged with the responsibility of issuing
the Bonds are hereby directed to make, execute and deliver certifications as to
fants, estimates and circumstances in existence as of the Closing Date and stating
whether there are any facts, estimates or circumstances that would materially
change the City's current expectations.
(f) The covenants and representations made or required by this Section
are for the benefit of the Bondholders and may be relied upon by the Bondholders
and bond counsel for the City.
ARTICLE X
DEFAULT AND REMEDIES
Section 10.01. Events of Default.
Each of the following occurrences or events for the purpose of this Ordinance
is hereby declared to be an "Event of Default," to-wit:
(i) the failure to make payment of the principal of or interest on
any of the Bonds when the same becomes due and payable; or
(ii) default in the performance or observance of any other
covenant, agreement or obligation of the City, the failure to perform which
materially, adversely affects the rights of the Bondholders, including but not
limited to, their prospect or ability to be repaid in accordance with this
Ordinance, and the continuation thereof for a period of 60 days after notice
of such default is given by any Bondholder to the City.
Section 10.02. Remedies for Default.
(a) Upon the happening of any Event of Default, then and in every case
any Bondholder or an authorized representative thereof, including but not limited to,
a trustee or trustees therefor, may proceed against the City for the purpose of
protecting and enforcing the rights of the Bondholders under this Ordinance, by
mandamus or other suit, action or special proceeding in equity or at law, in any
court of competent jurisdiction, for any relief permitted by law, including the
specific performance of any covenant or agreement contained herein, or thereby to
enjoin any act or thing that may be unlawful or in violation of any right of the
Bondholders hereunder or any combination of such remedies.
(b) It is provided that all such proceedings shall be instituted and
maintained for the equal benefit of all Holders of Bonds then outstanding.
Section 10.03. Remedies Not Exclusive.
(a) No remedy herein conferred or reserved is intended to be exclusive of
any other available remedy or remedies, but each and every such remedy shall be
cumulative and shall be in addition to every other remedy given hereunder or tmder
the Bonds or now or hereafter existing at law or in equity.
(b) The exercise of any remedy herein conferred or reserved shall not be
deemed a waiver of uny other available remedy.
ARTICLE XI
DISCHARGE
Section 11.01. Discharge by Payment.
When all Bonds have been paid in full as to principal and as to interest and
premium, if any, or when all Bonds have become due and payable, whether at
maturity or by prior redemption or otherwise, and the City shall have provided for
the payment of the whole amount due or to become due on all Bonds then
outstanding, including all interest that has accrued thereon or that may accrue to
the date of maturity or prior redemption, and uny premium due or that may become
due at maturity or prior redemption, by depositing with the Paying Agent/Registrar,
for payment of the principal of such outstanding Bonds and the interest accrued
thereon and any premium due thereon, the entire amount due or to become due
thereon, and the City shall also have paid or caused to be paid all sums payable
under this Ordinance by the City, including the compensation due or to become due
the Paying Agent/Registrar, then the Paying Agent/Registrar, upon receipt of a
letter of instructions from the City requesting the same, shall discharge and release
0al6D
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the lien of this Ordinance and execute and deliver to the City such releases or other
instruments as shall be requisite to release the lien hereof.
Section 11.02. Discharge by Deposit.
(a) The City may discharge its obligation to pay the principal of,
premium, if any, and interest on the Bonds and its obligation to pay all other sums
payable or to become payable under this Ordinance by the City, including the
compensation due or to become due the Paying Agent/Registrar, by:
(i) depositing or causing to be deposited with the Paying
Agent/Registrar an amount of money that, together with the interest earned
on or capital gains or profits to be realized from the investment of such
money, will be sufficient to pay the principal of, premium, if any, and
accrued interest on such Bonds to maturity or to the date fixed for prior
redemption of such Bonds, and to pay such other amounts as may be
reasonably estimated by the Paying Agent/Registrar to become payable under
this Ordinance, including the compensation due or to become due the Paying
Agent/Registrar; and
(ii) providing the Paying Agent/Registrar with an opinion of
nationally recognized bond counsel acceptable to the Paying Agent/Registrar
to the effect that the deposit specified in subdivision (i) of this subsection (a)
wili not cause the interest on the Bonds to become subject to federal income
taxation.
(b) Subject to subsection (c) of this Section, upon compliance with
subsection (a) of this Section, the Bonds shall no longer be regarded as outstanding
and unpaid, and the Paying Agent/Registrar, upon receipt of a letter of instructions
from the City requesting the same, shall discharge and release the lien of this
Ordinance and execute and deliver to the City such releases or other instruments as
shah be requisite to release the lien hereof.
(c) Before the discharge and release of the lien of this Ordinance
pursuant to this Section, provision shall have been made by the City with the Paying
Agent/Registrar for:
(i) the establishment of a separate escrow account fund with the
Paying Agent/Registrar for the deposit pursuant to subsection (a)(i) of this
Section;
(ii) the payment to the Bondholders at the date of maturity or at
the date fixed for prior redemption, as applicable, of the fall amount to
which the Bondholders would be entitled by way of principal, premium, if any,
and interest to the date of such maturity or prior redemption;
(iii) the investment of such moneys by the Paying Agent/
Registrar in seearities or obligations maturing in sufficient time, in the
judgment of the Paying Agent/Registrar, to make available the moneys
required for such purposes;
(iv) the sending of written notice by registered or certified
United States mail to the Holder of each Bond then outstanding within 30
days following the date of such deposit that such moneys are so available for
such payment; and
(v) the payment to the City, periodically or following final
payment of the principal of, premium, if any, and interest on the Bonds, of
any moneys, interest earnings, profits or capital gains over and above the
amounts necessary for such purposes.
ARTICLE XII
AWARDING SALE OF THE BONDS AND
APPROVAL OF OFFICIAL STATEMENT
Section 12.01. Awarding Sale of the Bonds.
The Bonds are hereby officially sold and awarded to Rauscher Pierce Refsnes,
Inc. and Associates being the lowest and best bid in accordance with the Notice of
Sale and Bidding Instructions, at a price of par and accrued interest, and a pveminm
of $458.25, for the Bonds, bearing interest at the rates shown in Section 3.02 hereof.
Section 12.02. Approval of Official Statement~ Notice of Sale and Bidding
Instructions.
The form and substance of the Official Statement, dated January 15, 1985,
relating to the Bonds authorized by this Ordinance, are hereby in all respects
approved and adopted by the City Council, and the Mayor is hereby authorized and
directed to deliver appropriate numbers of executed copies thereof to the
purchasers of the Bonds. Said Official Statement as thus approved, executed and
delivered may be used by said ptwehasers in the initial public offering and sale of the
Bonds.
ARTICLE XIII
MISCELLANEOUS MATTERS
Section 13.01. Effectiveness.
This Ordinance shall take effect immediately from and after its passage in
aneordanee with the provisions of the Charter of the City of The Colony, Texas,
pertaining thereto, and it is accordingly so ordained.
APPROVED AND ADOPTED this /fl~ day of ~fUZ~rcc~d~ , 1985.
~ '~ ~(¥or, Cit~'6'~The4Jolony, Texas
-24-
ATTEST:
City Sentry, City of The Colony, Texas
[SEAL]
APPROVED: