Ordinance 1988-04
ORDINANCE NO.
88-4
AN ORDINANCE approving and authorizing the execution
and delivery of "CITY OF WYLIE, TEXAS, PUBLIC
PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES
1988"; specifying the terms of such contractual
obligations; making provisions for the payment
thereof; and resolving other matters incident
and related to the execution, performance and
payment of such contractual . obligations,
including the approval and execution of a
Special Escrow Deposit Agreement for the
acquisition of property and the approval of an
Offering Memorandum; and providing an effective
date.
WHEREAS, pursuant to V.T.C.A., Local Government Code,
Subchapter A of Chapter 271 (the Public Property Finance Act),
the City Council is authorized and empowered to execute,
perform and make payments under contracts wi th any person for
the use, acquisition or purchase of personal property; and
WHEREAS, in accordance with the provisions of the Public
Property Finance Act, the City Council hereby finds and
determines that the acquisi tion, use or purchase of certain
items of personal property identified in Exhibit A attached
hereto, or such other personal property, appliances, equipment,
furnishings, or interests therein, considered by the City
Council to be necessary, useful and/or appropriate for purposes
of the City, should be financed under and pursuant to one or
more contractual obligations to be executed and delivered on
the terms and in the form hereinafter prescribed; now,
therefore,
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF WYLIE,
TEXAS:
SECTION 1: Contract Authorization - Contract Amount -
Property Identification. Contractual obligations, aggregating
in amount $400,000 (the "Aggregate Contract Amount") and
enti tIed "City of Wylie, Texas, Public Property Finance
Contractual Obligations, Series 1988" (the "Contractual
Obligations" or "Contracts") shall be and are hereby authorized
to be executed and delivered with the Initial Contracting Party
(hereinafter identified in Section 14 hereof), and the assigns
thereof, to finance the use or the purchase or other
acquisition of personal property identified in Exhibit A
attached hereto and incorporated herein by reference as a part
of this Ordinance for all purposes, or such other personal
property, appliances, equipment, furnishings, or interests
therein, considered by the City Council to be necessary, useful
and/or appropriate for purposes of the Ci ty (the "Property");
all in accordance wi th and pursuant to authori ty conferred by
the laws of the State of Texas, particularly the Public
Property Finance Act.
SECTION 2: Fully Registered Form Contract Date-
Authorized Amounts-Installment Payments-Interest Rates. The
Contracts shall be made, executed and delivered in fully
registered form, bear a date of March 15, 1988 (the "Contract
Date"), and, except for the Initial Contract authorized in
Section 7 hereof, shall be in authorized amounts of $5,000 or
any integral multiple thereof (not to exceed an Installment
Amount), and the Aggregate Contract Amount shall be payable in
annual installments (the "Installment Amounts") on February 15
in the amounts and interest shall accrue on such Installment
Amounts at per annum rate(s) as follows:
Payment Date
Installment Amount
Interest
Rate(s)
1989
1990
1991
1992
1993
$ 60,000
75,000
80,000
90,000
95,000
6.25%
6.50%
6.75%
7.00%
7.25%
Interest on the unpaid Installment Amounts shall accrue
from the Contract Date (calculated on the basis of a 360-day
year of twelve 30-day months) and such interest shall be
payable on February 15 and August 15 in each year, commencing
February 15, 1989.
SECTION 3: Terms of Payment-Paying Agent/Registrar.
The Installment Amounts on each Contract and the interest
thereon shall be payable only to the registered contracting
party or person (hereinafter called the "Contracting Party")
appearing on the registration and transfer books (the "Contract
Register") maintained by the Paying Agent/Registrar and such
Installment Amounts and the interest payable thereon shall be
payable in coin or currency of the Uni ted States of America,
which at the time of payment is legal tender for the payment of
public and private debts, and without exchange or collection
charges to the Contracting Party.
The selection and appointment of the MTrust Corp, National
Association to serve as Paying Agent/Registrar for the
Contracts is hereby approved and confirmed. The City covenants
to maintain and provide a Paying Agent/Registrar at all times
until the Contracts are paid and discharged, and any successor
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Paying Agent/Registrar shall be a bank, trust company,
financial institution or other entity qualified to perform the
duties and services of Paying Agent/Registrar. Upon any
change in the Paying Agent/Registrar for the Contracts, the
City agrees to promptly cause a written notice thereof to be
sent to each Contracting Party by United States Mail, first
class postage prepaid, which notice shall also give the address
of the new Paying Agent/Registrar.
The Installment Amounts shall be payable when due only
upon the presentation and surrender of the Contracts to the
Paying Agent/Registrar at its principal offices in Dallas,
Texas (the "Designated Payment/Transfer Office"). Interest on
the Installment Amounts shall be paid to the Contracting
Parties which appear in the Contract Register at the close of
business on the Record Date (the last business day of the month
next preceding each interest payment date) and shall be paid by
the Paying Agent/Registrar (i) by check sent United States
Mail, first class postage prepaid, to the address of the
Contracting Party recorded in the Contract Register or (ii) by
such other method, acceptable to the Paying Agent/Registrar,
requested by, and at the risk and expense of, the Contracting
Party. If the date for the payment of an Installment Amount or
interest thereon 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 banking insti tutions 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 nonpayment 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.
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 (5) business
days prior to the Special Record Date by United States Mail,
first class postage prepaid, to the address of each Contracting
Party appearing on the Contract Register at the close of
business on the last business day next preceding the date of
mailing of such notice.
SECTION 4: Non-Optional. The Contracts
subject to prepayment prior to their Payment
option of the City.
shall
Dates
not be
at the
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SECTION 5: Assignment - Registration-Transfer-Exchange
of Contracts. A Contract Register relating to the
registration, payment, and assignment and transfer or exchange
of the Contracts shall at all times be kept and maintained on
behalf of the City by the Paying Agent/Registrar at the
Designated Paymenty'Transfer Office, 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 Ci ty may prescribe. The Paying
Agent/Registrar shall obtain, record, and maintain in the
Contract Register the name and address of each and every
Contracting Party to a Contract executed and delivered under
and pursuant to the provisions of this Ordinance, or if
appropriate, the nominee thereof. Any Contract may be
assigned, transferred or exchanged for Contracts of other
authorized amounts by the Contracting Party, in person or by
his duly authorized agent, upon surrender of such Contract to
the Paying Agent/Reg i st rar at the Designated Pa.yment/Transfer
Office for cancellation, accompanied by a written instrument of
assignment and transfer or request for exchange duly executed
by the Contracting Party or by his duly authorized agent, in
form satisfactory to the Paying Agent/Registrar.
Any Contract to be assigned and transferred shall be
surrendered to the Paying Agent/Registrar at the Designated
Payment/Transfer Office and, upon its receipt and cancellation,
the Paying Agent/Registrar shall register and deliver, in the
name of the designated assignee or transferee, one or more new
Contracts of authorized amounts and, except for the assignment
and transfer of the Initial Contract by the Initial Contracting
Party, having the same Payment Date and of a like Installment
Amount as the Contract or Contracts surrendered for assignment
and transfer.
Contracts may be exchanged for Contracts of other
authorized amounts and, excluding the exchange of the Initial
Contract governed by Section 7 hereof, having the same Payment
Date, bearing the same rate of interest and of like aggregate
Installment Amount as the Contracts surrendered for exchange,
upon surrender of the Contracts to be exchanged to the Paying
Agent/Registrar at the Designated Payment/Transfer Office.
Whenever any Contracts are surrendered for exchange, the Paying
Agent/Registrar shall register and deliver new Contracts to the
Contracting Party requesting the exchange.
When a Contract has been duly assigned and transferred or
exchanged, the new Contract or Contracts registered in such
assignment and transfer or exchange shall be delivered to the
Contracting Party at the Designated Payment/Transfer Office of
the Paying Agent/Registrar or sent by United States Mail, first
class, postage prepaid to the Contracting Party, and, upon the
reQistration and delivery thereof, such Contracts shall be the
valid obligations of the City, evidencing the same obligation
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to pay, and entitled to the same benefits under this Ordinance,
as the Contracts surrendered in such assignment and transfer or
exchange.
All transfers or exchanges of Contracts pursuant to this
Section shall be made without expense or service charge to the
Contracting Party, except as otherwise herein provided, and
except that the Paying Agent/Registrar shall require payment by
the Contracting Party requesting such transfer or exchange of
any tax or other governmental charges required to be paid with
respect to such transfer or exchange.
Contracts cancelled by reason of an exchange or transfer
pursuant to the provisions hereof are hereby defined to be
"Predecessor Contracts, II evidencing all or a portion, as the
case may be, of the same obligation to pay evidenced by the new
Contract or Contracts registered and delivered in the exchange
or transfer therefor. Additionally, the term "Predecessor
Contracts" ~hall include any mutilated, lost, destroyed, or
stolen Contract for which a replacement Contract has been
registered and delivered in lieu thereof pursuant to the
provisions of Section 10 hereof and such new replacement
Contract shall be deemed to evidence the same obligation as the
mutilated, lost, destroyed, or stolen Contract.
SECTION 6: Execution - Registration. The Contracts
shall be executed on behalf of the City by the Mayor or Mayor
Pro Tem, wi th the sea 1 of the Ci ty reproduced or impressed
thereon and countersigned by the City Secretary. The signature
of such officers on the Contracts may be manual or facsimile.
Contracts bearing the manual or facsimile signatures of the
persons holding such offices on the Contract Date shall be
deemed to be duly executed on behalf of the City,'
notwithstanding a change in persons holding such offices at the
time of delivery of the Contracts to the Initial Contracting
Party and wi th respect to Contracts del i vered in subsequent
assignments and transfers or exchanges.
No Contract shall be entitled to any right or benefit
under this Ordinance, or be valid or obligatory for any
purpose, unless the registration certificate appearing on the
Contracts to be signed by the Comptroller of Public Accounts of
the State of Texas (substantially in the form provided in
Section 8C) and/or the Paying Agent/Registrar (substantially in
the form provided in Section 8D), either or both such
certificates, as the case may be, are manually executed by an
authorized officer, employee or representative of the
Comptroller of Public Accounts and/or the Paying
Agent/Registrar, and such registration certificate, either or
both, upon any Contract when duly executed by the Comptroller
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of Public
case may
evidence,
registered
Accounts and/or the Paying Agent/Registrar, as the
be, shall be conclusive evidence, and the only
that such Contract has been duly certified,
and delivered.
SECTION 7: Initial Contract. The Contracts herein
authorized may be initially executed and delivered as a single
fully registered Contract in the Aggregate Contract Amount with
Installment Amounts to become due and payable as provided in
Section 2 hereof and numbered T-l and registered in the name of
the Initial Contracting Party or the designee thereof. Such
single fully registered Contract shall be 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 Contracting Party. Any time after the
delivery of such single fully registered Contract, the Paying
Agent/Registrar, pursuant to written instructions from the
Initial Contracting Party, shall cancel such obligation and
exchange therefor Contracts of authorized amounts and in
Installment Amounts with Payment Dates and bearing applicable
interest rates for transfer and delivery to the Contracting
Parties named at the addresses identified therefor; all
pursuant to and in accordance with such written instructions
from the Initial Contracting Party and such other information
and documentation as the Paying Agent/Registrar may reasonably
require.
SECTION 8: Forms. A. Forms Generally. The
Contracts, the Registration Certificate of the Comptroller of
Public Accounts of the State of Texas, the Registration
Certificate of Paying Agent/Registrar, and the form of
Assignment to be printed on the Contracts, 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 and such legends and endorsements (including any
reproduction of an opinion of counsel) thereon as may,
consistently herewi th, be determined by the off icers executing
and delivering such Contracts as evidenced by their execution.
The Contracts shall be printed, lithographed, or engraved
or produced in any other similar manner, all as determined by
the officers executing such Contracts as evidenced by their
execution, but the single fully registered obligation
authorized in Section 7 hereof may be typewritten or
photocopied or otherwise reproduced.
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B.
General Contract Form.
REGISTERED
NO.
REGISTERED
$
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF WYLIE, TEXAS,
PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATION
SERIES 1988
Contract Date:
March 15, 1988
Interest Rate:
Payment Dat'e:
CUSIP NO:
Contracting Party:
Installment Amount:
DOLLARS
The City of Wylie (hereinafter referred to as the "City"),
a body corporate and political subdivision in the County of
Collin, State of Texas, hereby agrees and promises to pay to
the order of the Contracting Party named above, or the
registered assigns thereof, the Installment Amount hereinabove
stated on the Payment Date specified above (without right of
prepayment) and to pay interest on such unpaid Installment
Amount from the Contract Date 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,
1989. The Installment Amount is payable on the Payment Date
noted above to the Contracting Party upon presentation and
surrender of this Contract to the Paying Agent/Registrar
executing the registration certificate appearing hereon at the
Designated Payment/Transfer Office, or its successor. Interest
is payable to the Contracting Party of this obligation (or one
or more Predecessor Contracts, as defined in the Ordinance
hereinafter referenced) who appears on the "Contract 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 each interest payment date, and
interest shall be paid by the Paying Agent/Registrar by check
sent United States Mail, first class postage prepaid, to the
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address of such Contracting Party recorded in the Contract
Register or by such other method, acceptable to the Paying
Agent/Registrar, requested by, and at the risk and expense of,
the Contracting Party. The Installment Amount of this Contract
and interest thereon shall be paid without exchange or
collection charges to the Contracting Party and in any coin or
currency of the Uni ted States of America which at the time of
payment is legal tender for the payment of public and private
debts.
This Contract is one of a number of contracts aggregating
in amount $400,000 (herein referred to as the "Contracts"),
executed and delivered to finance the acquisition, use or
purchase of personal property, under and in strict conformi ty
with the Constitution and laws of the State of Texas,
particularly the Public Property Finance Act (V.T.C.A., Local
Government Code, Subchapter A of Chapter 271) and pursuant to
an Ordinance adopted by the Ci ty Counci I of the Ci ty (herein
referred to as the "Ordinance").
This Contract is an obligation of the City payable from
the pledged proceeds of an ad valorem tax levied, wi thin the
limitations prescribed by law, upon all taxable property in the
City and, until disbursed for the acquisition of Property,
amounts held in a special escrow account created and to be
maintained under and pursuant to a Special Escrow Deposit
Agreement, dated March 15, 1988 (the "Special Escrow Deposit
Agreement") by and between the City and MTrust Corp, National
Association. 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 Contracting Party by the acceptance hereof hereby
agrees, for definitions of terms; the description of and the
nature and extent of the taxes pledged for the payment of the
Contracts; the provisions of the Special Escrow Deposit
Agreement relating to the receipt, safekeeping and disbursement
of funds for the acquisition of the Property; the terms and
conditions relating to the assignment and transfer of this
Contract; the conditions upon which the Ordinance may be
amended or supplemented with or without the consent of the
Contracting Parties; the rights, duties, and obligations of the
City and the Paying Agent/Registrar; the terms and provisions
upon which this Contract may be discharged at or prior to its
----='Payment Date, and the obligation evidenced by the Cont.racts
cease to exist as an obligation of the City; and for other
terms and provisions contained therein. Capitalized terms used
herein have the meanings assigned in the Ordinance.
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This Contract, subject to certain limitations contained in
the Ordinance, may be assigned and transferred on the Contract
Register only upon its presentation and surrender at the
Designated Payment/Transfer Office of the Paying
Agent/Registrar, wi th the Assignment hereon duly endorsed by,
or accompanied by a written instrument of transfer in form
satisfactory to the Paying Agent/Registrar duly executed by,
the registered party hereof, or his duly authorized agent. When
a transfer on the Contract Register occurs, one or more new
fully registered Contracts with the same Payment Date, in
authorized amounts, bearing the same rate of interest, and of
the same Installment Amount will be delivered by the Paying
Agent/Registrar to the designated assignee or assignees.
The City and the Paying Agent/Registrar, and any agent of
either, shall treat the registered party whose name appears on
the Contract Register (i) on the Record Date as the Contracting
Party entitled to payment of interest hereon, (ii) on the date
of surrender of this Contract as the Contracting Party entitled
to payment of the Installment Amounts on the Payment Date, and
(iii) on any other date as the Contracting Party to notify 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 nonpayment 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. 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 (5) business days prior to the Special
Record Date by United States Mail, first class postage prepaid,
to the address of each Contracting Party appearing on the
Contract 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 declared
that the City is a body corporate and political subdivision
duly organized and legally existing under and by virtue of the
Constitution and laws of the State of Texas; that the execution
and delivery of the Contracts is duly authorized by law; that
all acts, conditions and things required to exist and be done
precedent to and in the execution and delivery of the Contracts
to render the same lawful and valid obligations of the City
have been proper ly done, have happened and have been perfo rmed
in regular and due time, form and manner as required by the
Constitution and laws of the State of Texas, and the Ordinance;
and that due provision has been made for the payment of the
Contracts and interest thereon as aforestated. In case any
provision in this Contract shall be invalid, illegal, or
unenforceable, the validity, legality, and enforceability of
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ATTEST:
the remaining prOV1Slons shall not in any way be affected or
impaired thereby. The terms and provisions of this Contract
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 Contract to be duly executed under the official
seal of the City as of the Contract Date.
CITY OF~; TEXAS
/
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I~ . ( ~
SEAL ~
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, tp.1~ '~;'>';;"".~.:
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*Form of Re il/~ltli -'-' ,nS~"Certificate of Com troller
of Public Accounts to appear on Single Fully
Registered Contract delivered to Initial Contractor.
C
(SEAL)
C.
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER
OF PUBLIC ACCOUNTS
(
(
(
(
REGISTER NO.
THE STATE OF TEXAS
I HEREBY CERTIFY that this Contract has been examined,
certified as to validi ty and 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)
*NOTE TO PRINTER:
Omit on Printed Contracts
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~ .
D.
Form of Certificate of Paying Agent/Registrar to
appear on Contracts.
REGISTRATION CERTIFICATE OF PAYING AGENT/REGISTRAR
This Contract has been duly delivered and registered under
the provisions of the within-mentioned Ordinance; the contract
or contracts initially executed and delivered by the City
having been approved by the Attorney Genera 1 of the State of
Texas and registered by the Comptroller of Public Accounts, as
shown by the records of the Paying Agent/Registrar.
The principal offices
located in Dallas, Texas is
Office" for this Contract.
of
the
the Paying
"Designated
Agent/Registrar
Payment/Transfer
MTRUST CORP, NATIONAL ASSOCIATION
as Paying Agent/Registrar
Registration Date:
By
Authorized Signature
E.
Form of Assignment.
ASSIGNMENT
FOR
assigns,
address,
VALUE RECEIVED
and transfers
and zip code of
the undersigned hereby sells,
unto (Print or typewrite name,
transferee:) .....................
..... ........... .......... ............ ............ ..........
... ...... ....... ................. ..... ....... ..... ..........
(Social Security or other identifying number: .............
. .............. .........) the within Contract and all rights
thereunder, and hereby irrevocably constitutes and appoints
...... ....... ................ ........... .......... ..........
attorney to transfer the wi thin Contract on the books kept
for registration thereof, with full power of substitution in
the premises.
DATED:
. ...... ...................
NOTICE: The signature on this
assignment must correspond with
the name of the registered party
as it appears on the f ace of the
within Contract in every
particular.
Signature guaranteed:
-ll-
F. The Initial Contract shall be in the form set forth in
paragraph B of this Section, except that the form of the
single fully registered Initial Contract shall be modified
as follows:
(i) immediately under the headings "Interest Rate "
and "Payment Date " shall both be completed
"as shown below";
(ii) Paragraph one shall read as follows:
Contracting Party:
Contract Amount:
Dollars
The City of Wylie (hereinafter referred to as the "City"),
a body corporate and municipal corporation in the County of
Collin, State of Texas, hereby agrees and promises to pay to
the order of the Contracting Party named above, or the
registered assigns thereof, the Contract Amount hereinabove
stated on the Payment Dates and in Installment Amounts in
accordance with the following schedule:
PAYMENT DATES
INSTALLMENT AMOUNTS
INTEREST
RATE
(Information to be inserted from
schedule in Section 2 hereof).
(without right of prepayment) and to pay interest on such
unpaid Installment Amounts from the Contract Date 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, 1989. The Installment Amounts are
payable on the Payment Dates noted above to the Contracting
Party named above or the assigns thereof, by MTrust Corp,
National Associtaion (the "Paying Agent/Registrar"), upon
presentation and surrender of this obligation, at its principal
offices in Dallas, Texas (the "Designated Payment/Transfer
Office" of the Paying Agent/Registrar). Interest is payable to
the Contracting Party whose name appears on the "Contract
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 each interest payment date, and
interest shall be paid by the Paying Agent/Registrar by check
sent United States Mail, first class postage prepaid, to the
address of the Contracting Party recorded in the Contract
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Register or by such other method, acceptable to the Paying
Agent/Registrar, requested by, and at the risk and expense of,
the Contracting Party. The Installment Amounts of this
Contract and interest thereon shall be paid without exchange or
collection charges to the Contracting Party and 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.
SECTION 9: Levy of Taxes. To provide for the payment
of the Installment Amounts to become due and payable and the
payment of the interest thereon, there is hereby levied, and
there shall be annually assessed and collected in due time,
form, and manner, a tax on all taxable property in the Ci ty,
wi thin the limi tat ions prescribed by law, and such tax hereby
levied on each one hundred dollars' valuation of taxable
property in the City shall be at a rate from year to year as
will be ample and sufficient to provide funds each year to pay
(i) the Installment Amounts to become due and payable or an
amount equal to 2% of the Aggregate Contract Amount (whichever
is the greater) and (ii) the accrued interest on the
Installment Amounts to become due and payable; full allowance
being made for delinquencies and costs of collection. Full,
complete and accurate books and records relating to the receipt
and disbursement of taxes levied, assessed and collected for
and on account of the Contracts shall be kept and maintained by
the Ci ty at a II times whi Ie the Cont r acts a re Outs tandi ng, and
the taxes collected annually for the payment of the Contracts
shall be deposited to the credit of a "Special 1988 Contracts
Fund" (the "Sinking Fund") maintained on the records of the
City and at an official depository of the City's funds; and
such tax hereby levied, and to be assessed and collected
annually, is hereby pledged to the payment of the Contracts.
Proper officers of the City are hereby authorized and
directed to cause to be transferred to the Paying Agent/
Registrar, from funds on deposi t in the Sinking Fund, amounts
sufficient to fully pay and discharge promptly each Installment
Amount .and interest on the Contracts as the same accrues or
becomes due and payable; such transfer of funds to be made in
such manner as will cause collected funds to be deposited with
the Paying Agent/Registrar on or before each Payment Date and
each interest payment date for the Contracts.
SECTION lO: Mutilated - Destroyed - Lost and Stolen
Contracts. In case a Contract shall be mutilated, or
destroyed, lost or stolen, the Paying Agent/Registrar may
execute and deliver a replacement Contract of like form and
tenor, and in the same authorized amount and bearing a number
not contemporaneously outstanding, in exchange and substitution
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for such mutilated Contract, or in lieu of and in substitution
for such destroyed, lost or stolen Contract, only after (i) the
filing by the Contracting Party with the Paying Agent/Registrar
of evidence satisfactory to the Paying Agent/Registrar of the
destruction, loss or theft of such Contract, and of the
authentici ty of the ownership thereof and (i i) the furnishing
to the Paying Agent/Registrar of indemnification in an amount
satisfactory to hold the City and the Paying Agent/Registrar
harmless. All expenses and charges associated with such
indemnity and with the preparation, execution and delivery of a
replacement Contract shall be borne by the Contracting Party of
the Contract mutilated, or destroyed, lost or stolen.
Every replacement Contract issued pursuant to this Section
shall be a valid and binding obligation, and shall be entitled
to all the benefits of this Ordinance equally and ratably with
all other Outstanding Cont racts; notwi thstanding the
enforceability of payment by anyone of the destroyed, lost, or
stolen Contracts.
SECTION II: Satisfaction of Obligation of City. If the
City shall payor cause to be paid, or there shall otherwise be
paid to the Contracting Parties, the Installment Amounts,
together with the accrued interest thereon, at the times and in
the manner stipulated in this Ordinance, then the pledge of
taxes levied under this Ordinance and all covenants,
agreements, and other obl igations of the Ci ty to the
Cont ract ing Part ies sha II thereupon cease, terminate, and be
discharged and satisfied.
The Contracts shall be deemed to have been paid within the
meaning and with the effect expressed above in this Section
when (i) money sufficient to pay in full the Installment
Amounts as the same shall become due and payable on the Payment
Dates, together wi th a II interest due thereon, sha II have been
irrevocably deposited with and held in trust by the Paying
Agent/Registrar, or an authorized escrow agent, or
(ii) 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 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 Installment Amounts and accrued
interest on and prior to each Payment Date. 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 Contracts to be treated as "arbitrage
obligations" within the meaning of Section l48 of the Internal
Revenue Code of 1986, as amended, or regulations adopted
pursuant thereto.
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Any moneys so deposited with the Paying Agent/ Registrar,
or an authorized escrow agent, and a 11 income f rom Government
Securities held in trust by the Paying Agent/Registrar, or an
authorized escrow agent, pursuant to this Section which is in
excess of the amounts required for the payment of the Contracts
in accordance with the defeasance provisions shall be remitted
to the City or deposited as directed by the City.
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.
The term "Government Securities", as used herein, means
direct obligations of, or obligations the principal of and
interest on which are unconditionally guaranteed by, the United
States of America, which are non-callable prior to the
respective Payment Dates, as the case may be, for the Contracts
and may be United States Treasury Obligations such as the State
and Local Government Series and may be in book-entry form.
SECTION 12: Ordinance a Contract -Amendments - Outstanding
Contracts. This Ordinance shall constitute an agreement with
the Contracting Parties from time to time, be binding on the
City, and shall not be amended or repealed by the City so long
as any of the Contracts remain Outstanding except as permitted
in this Section. The City may, without the consent of or
notice to any Contracting Parties, from ti~e to time and at any
time, amend this Ordinance in any manner not detrimental to the
interests of the Cont r act ing Pa rt ies, inc 1 uding the curing of
any ambiguity, inconsistency, or formal defect or omission
herein. In addition, the City may, with the consent of
Contracting Parties to Contracts which are Outstanding and
represent 51\ or more of the aggregate Installment Amounts
affected thereby, amend, add to, or rescind any of the
provisions of this Ordinance; provided that, without the
consent of Contracting Parties of all Contracts which are
Outstanding, no such amendment, addition, or rescission shall
(1) extend the time or times of payment of the Installment
Amounts and interest on the Contracts, reduce the Installment
Amounts, or the rate of interest thereon, or in any other way
modify the terms of payment of the Contracts, (2) give any
preference to any Contract over any other Contract, or
(3) reduce the aggregate Installment Amount of Contracts
required to be held for consent to any such amendment,
addition, or rescission.
The term "Outstanding" when used in this Ordinance with
respect to Contracts means, as of the date of determination,
all Contracts theretofore delivered and registered under this
Ordinance, except:
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(1) those Contracts cancelled or delivered to
the Paying Agent/Registrar for cancellation;
(2) those Contracts for which the
Installment Amounts and all interest payable
thereon has been paid or is deemed to be fully
paid in accordance with the provisions of
Section II hereof; and
(3) those mutilated, destroyed, lost, or
stolen Contracts for which replacement obligations
have been registered and delivered in lieu thereof
as provided in Section 10 hereof.
SECTION 13: Covenants to Maintain Tax-Exempt Status. The
Ci ty sha II not use, permi t the use of, or omi t to use Gross
Proceeds or any other amounts (or any personal property the
acquisition or purchase of which is to be financed directly or
indi rect ly wi th Gross Proceeds) in a manner which, if made 0 r
omitted, respectively, would cause the interest payable on the
Installment Amount of the Contracts to become includable in the
gross income, as defined in section 6l of the Code, of the
owners thereof for federal income tax purposes. Without
limiting the generality of the foregoing, unless and until the
Ci ty sha II have received a wr i t ten opi nion of counse 1
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 pursuant to Section 103 of the Code, the City agrees,
covenants and represents that:
(a) Definitions. When used in this
following terms have the following meanings:
Section,
the
"Code" means the Internal Revenue Code of 1986,
as amended by all legislation, if any, enacted on or
before the Issue Date.
"Gross Proceeds" when used with respect to the
Contracts or any other type of obligations of the
City, means original proceeds, amounts received
(inCluding repayments of principal) as a result of
investing the original proceeds, transferred
proceeds, sinking fund proceeds, amounts invested in
a reasonably required reserve or replacement fund,
securities or obligations pledged by the City as
security for payment of the Contracts or such other
type of obligations, and any other amounts used to
pay the Contracts or such other type of obligations,
together with earnings from the investment of the
foregoing.
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"Investment" means
(1)
right to
share,
a share of stock in a corporation or a
subscribe for or to receive such a
(2) any obligation, including United
States Treasury bonds, notes, and bills and bank
deposits, whether or not certified or interest
bearing, but excluding obligations the interest
on which is, in the opinion of counsel
na t iona lly recognized in the fie Id of municipa I
bond law, excludable from the gross income of
any owner thereof under the Code or the Internal
Revenue Code of 1954, as amended to the date of
issuance of such obligations,
(3) any annuity contract, or any other
deferred payment contract acquired to fund an
obligation of the City, or
(4) any other property held for investment.
"Issue Date" means
first authenticated and
Contracting Party.
the da te the Cont r acts are
delivered to the Initial
"Issue Price" for the Contracts is the price
paid by the first buyer of the Contracts (exclusive
of underwriters, dealers, bondhouses, brokers, and
similar persons or organizations acting in the
capacity of underwriters or wholesalers).
"Nonpurpose Investment" means any Investment in
which Gross Proceeds of the Contracts are invested
and which is not acquired to carry out the
governmental purpose of the Contracts.
"Purchase Price" of any Investment means
(1) if a United States Treasury obligation
acquired directly from the United States
Treasury, the amount paid therefor,
(2) if a certificate of deposit issued by
a commercial bank, the bona fide bid price
quoted by a dealer who maintains an active
secondary market in such certificates of
deposit, and
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j "
(3) otherwise, generally the mean of the
bid price and the offered price therefor on an
established market on the day on which such
Investment is purchased or contracted for or, if
there are no bid prices and offered prices on
such date, on the first day preceding such date
for which there are bid prices and offered
prices.
"Yield" of
(1) any Investment means the discount
factor which, when used in computing the present
value of all scheduled payments of principal of
and interest on such Investment on the date such
Investment is purchased wi th Gross Proceeds or
otherwi se a llocated to Gross Proceeds, results
in an amount equal to the Purchase Price thereof
(but excluding any commissions), compounding
semiannually, and
(2) the Contracts means the discount
factor which, when used in computing the present
value on the Issue Date of all scheduled
payments of Installment Amounts and interest
thereon, results in an amount equal to aggregate
Issue Prices of the Contracts with the same
Payment Date, compounding semiannually.
(b) 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 Installment Amount payable on the Contracts,
(1) exclusively own, operate, and possess all
the personal property acquired or purchased directly
or indirectly with Gross Proceeds of the Contracts and
not. use or permi t the use of such Gross Proceeds or
any property acquired with such Gross Proceeds in any
activity carried on by any person or entity other than
a state or local government, unless such use is solely
as a member of the general public, or
(2) not directly or indirectly impose or accept
any charge or other payment for use of Gross Proceeds
of the Contracts or any property acquired or purchased
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.
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(c) 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
Contracts to make or finance loans to any person or enti ty
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 or
purchased wi th such Gross Proceeds is sold or leased to such
person or enti ty in a transaction which creates a debt for
federal income tax purposes, (2) capacity in or service from
such property is commi tted to such person or enti ty 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 or purchased with
such Gross Proceeds are otherwise transferred in a transaction
which is the economic equivalent of a loan.
(d) Not to Invest at Higher Yield. Except to the extent
permitted by section l48 of the Code and the regulations and
rulings thereunder, the City shall not, at any time prior to
the final payment of Installment Amounts of the Contracts,
directly or indirectly invest Gross Proceeds of the Contracts
in any Investment (or use such Gross Proceeds to replace money
so invested), if as a result of such investment the Yield from
the Issue Date of all Investments acquired with such Gross
Proceeds (or with money replaced thereby) whether then held or
previously disposed of, exceeds the Yield of the Contracts.
(e) 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 Contracts to be federally
guaranteed within the meaning of section 149(b) of the Code and
the regulations and rulings thereunder.
(f) Information Report. The City shall timely file with
the Secretary of the Treasury the information required by
section 149 (e) of the Code wi th respect to the Contracts on
such form and in such place as such Secretary may prescribe.
(g) No Rebate Required. The City warrants and represents
that it satisf ies the requi rements of parag r aph (2) and (3) of
section 148(f) of the Code with respect to the Contracts
wi thout making the payments for the Uni ted States described in
such section. Specifically, the City warrants and represents
that
(1) the City is a governmental unit with general
taxing powers;
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(2) at least 95% of the Gross Proceeds of the
Contracts will be used for the governmental activities
of the City;
(3) the aggregate face amount of all tax-exempt
obligations issued or expected to be issued by the
City (and all subordinate entities thereof) in the
calendar year 1988 is not reasonably expected to
exceed $5,000,000.
SECTION 14: Contracting Party - Special Escrow
Deposit Agreement. The Contracts herein authorized shall be
initially executed and delivered to American Bank of Commerce,
Las Vegas, Nevada (herein referred to as the "Initial
Contracting Party") against payment of the Aggregate Contract
Amount plus accrued interest thereon from the Contract Date to
the date of payment of such Aggregate Contract Amount.
Immediately following the delivery of the Contracts to the
Initial Contracting Party and in consideration of the
advancement of the Aggregate Contract Amount for the
acquisition or purchase of the Property by the Initial
Contracting Party, the Aggregate Contract Amount shall be
deposited in an escrow fund for safekeeping and disbursement in
accordance with the provisions of the "Special Escrow Deposit
Agreement" (the "Agreement") by and between the City and MTrust
Corp, National Association (the "Escrow Agent"), attached
hereto as Exhibi t B and incorporated herein by reference as a
part of this Ordinance for all purposes, and such Agreement in
substantially the form and substance attached hereto, together
wi th such changes or revisions as may be necessary to provide
for the safekeeping of such funds and the disposition thereof
for the purchase or acquisition of the Property identified in
Exhibi t A, is hereby approved and authorized to be executed by
the Mayor and City Secretary for and on behalf of the City and
as the act and deed of this City Council; and such Agreement as
executed by said officials shall be deemed approved by the City
Council and constitute the Agreement herein approved. The
accrued interest received from the Initial Contractin9._._party
shall be deposited to the credit of the' Sinking Fund) and
expended to pay the initial interest payment on the Contracts. '
SECTION 15: Qualified Tax Exempt Obligations. That in
accordance with the provisions of paragraph 3 of subsection b
of Section 265 of the Code, the City hereby designates the
Contracts to be "qualified tax exempt obligations" in that the
Contracts are not "private activity bonds" as defined in the
Code and the reasonably anticipated amount of "qualified tax
exempt obligations" to be issued by the City (including all
subordinate entities of the City) for the calendar year 1988
will not exceed $10,000,000.
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JO ~
SECTION 16: Offering Memorandum. The Offering
Memorandum prepared in the private placement of the Contracts
by the City, together with all addendas, supplements and
amendments thereto issued on behalf of the City, is hereby
approved as to form and content, and the Ci ty Counci 1 hereby
finds that the information and data contained in said Offering
Memorandum pertaining to the City and its financial affairs is
true and correct in all material respects and no material facts
have been omitted therefrom which are necessary to make the
statements therein, in light of the circumstances under which
they were made, not misleading.
SECTION 17: Control and Custody of Records and Contract
Documents. The Mayor of the City shall be and is hereby
authorized to take and have charge and control of all necessary
orders, records, proceedings, including the Contracts, pending
the investigation and approval of such documents by the
Attorney General of the State of Texas, the registration of the
Contracts by the Comptroller of Public Accounts and their
delivery to the Initial Contracting Party.
Furthermore, the Mayor and Ci ty Secreta ry of the Ci ty and
the City Manager and Director of Finance, anyone or more of
said officials, are hereby authorized and directed to furnish
and execute such documents and certifications relating to the
City and the execution and delivery of the Contracts, including
_--_certifications as to facts, estimates, circumstances and
reasonable expectat ions pertaining to the use, expendi ture and
investment of the proceeds thereof, as may be necessary for the
approval of the Attorney General, the registration by the
Comptroller of Public Accounts and the delivery of the
Contracts to the Initial Contracting Party, and, together with
the City's financial advisor, bond counsel and the Paying
Agent/Registrar, make the necessary arrangements for the
delivery of such obligations to the Initial Contracting Party.
SECTION 18: Notices to Contracting Parties-Waiver.
Wherever this Ordinance provides for notice to Contracting
Parties' 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 Contracting Party appearing in the Contract
Register at the close of business on the business day next
preceding the mailing of such notice.
In any case where notice to Contracting Parties is given
by mail, neither the failure to mail such notice to any
particular Contracting Party, nor any defect in any notice so
mailed, shall affect the sufficiency of such notice with
respect to all other Contracts. Where this Ordinance provides
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for notice in any manner, such notice may be waived in writing
by the Contracting Party entitled to receive such notice,
ei ther before or after the event wi th respect to which such
notice is given, and such waiver shall be the equivalent of
such notice. Waivers of notice by a Contracting Party 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 19: Benefi ts of Ordinance. Nothing in this
Ordinance, expressed or implied, is intended or shall be
construed to confer upon any person other than the Ci ty, the
Paying Agent/Registrar and the Contracting Parties, any right,
remedy, or claim, legal or equitable, under or by reason of
this Ordinance or any provision hereof, this Ordinance and all
its provisions being intended to be and being for the sole and
exclusive benefit of the City, the Paying Agent/Registrar and
the Contracting Parties.
SECTION 20: Inconsistent Provisions. 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.
SECTION 21: Governing Law. This Ordinance and the
Contracts authorized to be executed and delivered hereunder
shall be construed and enforced in accordance with the laws of
the State of Texas and the United States of America.
SECTION 22: Effect of Headings.
herein are for convenience only and
construction hereof.
The
shall
Section headings
not affect the
SECTION 23: 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 24: 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 and the
application thereof to other ci rcumstances shall nevertheless
be valid, and the City Council hereby declares that this
Ordinance would have been enacted wi thout such inva I id
provision.
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SECTION 25: 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 Article 6252-17, Vernon's Texas Civil
Statutes, as amended.
SECTION 26: Effective Date. This Ordinance shall be in
full force and effect from and after its passage on the date
shown below and it is so ordained.
PASSED AND ADOPTED, this March 8, 1988.
CITY OF
o TEXAS
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Number of Items to be
Purchased or Acquired
1
1
1
I
EXHIBIT "A"
LIST OF PROPERTY
Description of
Property
Bomag Street Reconditioner
Backhoe
Motor Grader
Sewer Pump Truck
Estimated
Cost
$275,000
40,000
40,000
38,000