HomeMy WebLinkAboutOrdinance No. 86-13 ' � � _�_ __. � � a
, , �
. . .
o�� .��s� � � 3
CERTIFICATE FOR ORDINANCE
We, the undersigned officers of the City Council of the
City of Friendswood, Texas (the "City") , hereby certify as
follows :
l . The City Council of the City (the "Council")
convened in REGULAR MEETING ON THE 24TH DAY OF JULY, 1986 ,
at the regular designated meeting place (the "Meeting") , and
the roll was called of the duly constituted officers and
members of the Council, to-wit:
Ralph L. Lowe, Mayor Jan Jordan, Mayor Pro-Tem
Jim Harrell Robert Wicklander
Evelyn Newman Joe Prihoda
Phyllis J. Lee
and all of said persons were present, except the following
absentees : Jan Jordan, Robert Wicklander, Joe Prihoda
thus constituting a quorum. Whereupon, among other business
the following was transacted at said Meeting: a written
ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF
CITY OF FRIENDSWOOD, TEXAS,
REFUNDING BONDS, SERIES 1986;
AUTHORIZING THE EXECUTION OF A BOND PURCHASE CONTRACT, AN
ESCROW AGREEMENT, AND A BOND REGISTRAR/PAYING AGENT
AGREEMENT; AND APPROVING AN OFFICIAL STATEMENT
(the "Ordinance") was duly introduced for the consideration
of the Council and read in full. It was then duly moved and
seconded that the Ordinance be passed; and, after due
discussion, said motion, carrying with it the passage of the
Ordinance, prevailed and carried by the following vote:
AYES: 4 NOES: 0
2 . A true, full, and correct copy of the Ordinance
passed at the Meeting is attached to and follows this
Certificate; that the Ordinance has been duly recorded in
the Council ' s minutes of the Meeting; the above and
foregoing paragraph is a true, full, and correct excerpt
from the Council ' s minutes of the Meeting pertaining to the
passage of the Ordinance; the persons named in the above and
foregoing paragraph are the duly chosen, qualified, and
acting officers and members of the Council as indicated
therein; that each of the officers and members of the
Council was duly and sufficiently notified officially and
personally, in advance, of the time, place, and purpose of
the Meeting, and that the Ordinance would be introduced and
considered for passage at the Meeting, and each of said
officers and members consented, in advance, to the holding
of the Meeting for such purpose; and that the Meeting was
open to the public, and public notice of the time, place,
_. ...
.
, �, , , �
and purpose of said Meeting was given all as required by
Vernon' s Ann. Civ. St. Article 6252-17.
S NED AND S AL D the �t Ti6l day of July, 1986.
s ' ��
City Secretary Mayor
(SEAL)
- 2 -
,
' . �_ _ N �,
. ,.
� , . � ,
� .
Ordinance No. 86-13
ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF
CITY OE FRIENDSWOOD, TEXAS,
REFUNDING BONDS, SERIES 1986;
AUTHORIZING THE EXECUTION OF A BOND PURCHASE CONTRACT,
AN ESCROW AGREEMENT, AND A BOND REGISTRAR/PAYING AGENT
AGREEMENT; AND APPROVING AN OFFICIAL STATEMENT
WHEREAS, there are presently outstanding the following
bonds of the following series of bonds and other obligations of
the City of Eriendswood (the "Issuer" ) , or which have been
assumed by the Issuer, which are secured by a pledge by the
Issuer to levy ad valorem taxes sufficient to pay principal of
and interest on such obligations as they become due:
City of Friendswood Sewer Improvement Bonds, Series 1967,
dated March l, 1967, currently outstanding in the
aggregate principal amount of $30, 000;
City of Friendswood General Obligation Refunding Bonds,
Series 1969, dated March 1, 1969, currently outstanding in
the aggregate principal amount of $109,000;
City of Friendswood General Obligation Refunding Bonds,
Series 1973, dated July 1, 1973, currently outstanding in
the aggregate principal amount of $30, 000;
City of Friendswood Drainage Improvement Bonds, Series
1973, dated November 1, 1973, currently outstanding in the
aggregate principal amount of $100, 000;
City of Friendswood General Obligation Bonds, Series 1974,
dated September 1, 1974, currently outstanding in the
aggregate principal amount of $625, 000;
City of Friendswood Street Improvement Bonds, Series 1977,
dated October 1, 1977, currently outstanding in the
aggregate principal amount of $1, 195, 000;
City of Friendswood General Obligation Bonds, Series 1979,
dated August 1, 1979, currently outstanding in the
aggregate principal amount of $270, 000;
City of Friendswood Road, Bridge and Street Improvement
Bonds, Series 1982, dated February 1, 1982, currently
outstanding in the aggregate principal amount of
$1, 400, 000;
City of Friendswood Certificates of Obligation, Series
1982, dated November 1, 1982, currently outstanding in the
aggregate principal amount of $24, 000;
, ,
- � �... Pv.,.. . .,
, . . � � ,
City of Friendswood Certificates of Obligation, Series
1983, dated March 1, 1983, currently outstanding in the
aggregate principal amount of $20, 000;
Galveston County Water Control and Improvement District
No. 15 Waterworks and Sewer System Unlimited Tax Bonds,
Series 1962, dated October l, 1962, currently outstanding
in the aggregate principal amount of $150, 000;
Galveston County Water Control and Improvement District
No. 15 Waterworks and Sewer System Bonds, Series 1963,
dated October l, 1963, currently outstanding in the
aggregate principal amount of 557, 000;
Galveston County Water Control and Improvement District
No. 21 Waterworks and Sewer System Combination Tax and
Revenue Bonds, Series 1964, dated November 1, 1964,
currently outstanding in the aggregate principal amount of
$375, 000;
Clear Woods Improvement District Waterworks and Sewer
System Combination Tax and Revenue Bonds, Series 1967,
dated February 1, 1967, currently outstanding in the
aggregate principal amount of $100, 000;
Clear Woods Improvement District Waterworks and Sewer
System Combination Tax and Revenue Bonds, Series 1967-A,
dated August 1, 1967, currently outstanding in the
aggregate principal amount of $610, 000;
Sunmeadow Municipal Utility District Waterworks and Sewer
System Combination Tax and Revenue Refunding Bonds, Series
1970, dated April 1, 1970, currently outstanding in the
aggregate principal amount of $180, 000;
Sunmeadow Municipal Utility District Waterworks and Sewer
System Combination Tax and Revenue Bonds, Series 1970-A,
dated July 1, 1970, currently outstanding in the aggregate
principal amount of $540, 000;
Clear Woods Improvement District Waterworks and Sewer
System Combination Tax and Revenue Bonds, Series 1972,
dated April 1, 1972, currently outstanding in the
aggregate principal amount of $510, 000;
Sunmeadow Municipal Utility District Waterworks and Sewer
System Combination Tax and Revenue Refunding Bonds, Series
1972, dated October 1, 1972, currently outstanding in the
aggregate principal amount of $660, 000;
Clear Woods Improvement District Waterworks and Sewer
System Combination Unlimited Tax and Revenue Bonds, Series
1974, dated December 1, 1974, currently outstanding in the
aggregate principal amount of $690, 000;
2
' i
' �. K..». ,� � _ • �
i r t . ' 1 /
Harris County Water Control and Improvement District No.
108 Waterworks and Sewer System Combination Tax and
Revenue Bonds, Series 1970-A, dated October l, 1970,
currently outstanding in the aggregate principal amount of
$250, 000;
Harris County Water Control and Improvement District No.
108 Waterworks and Sewer System Combination Tax and
Revenue Refunding Bonds, Series 1971, dated April 1, 1971,
currently outstanding in the aggregate principal amount of
$495, 000;
Harris County Water Control and Improvement District No.
108 Waterworks and Sewer System Combination Tax and
Revenue Bonds, Series 1971-A, dated July 1, 1971,
currently outstanding in the aggregate principal amount of
$995, 000;
Harris County Water Control and Improvement District No.
108 Waterworks and Sewer System Combination Tax and
Revenue Bonds, Series 1972, dated May 1, 1972, currently
outstanding in the aggregate principal amount of $435, 000;
and
Harris County Water Control and Improvement District No.
108 Waterworks and Sewer System Combination Unlimited Tax
and Revenue Bonds, Series 1981, dated April 1, 1981,
currently outstanding in the aggregate principal amount of
$175, 000;
WHEREAS, the Issuer now desires to refund all of
aforelisted obligations currently outstanding in the aggregate
principal amount of $10, 025, 000 (the "Refunded Bonds" ) ;
WHEREAS, Article 717k, Vernon' s Texas Civil Statutes, as
amended (the "Act" ) , authorizes the Issuer to issue refunding
bonds and to deposit the proceeds from the sale thereof
together with any other available funds or resources, directly
with a place of payment (paying agent) for any of the Refunded
Bonds, and such deposit, if made before such payment dates,
shall constitute the making of firm banking and financial
arrangements for the discharge and final payment of the
Refunded Bonds;
WHEREAS, the Act further authorizes the Issuer to enter
into an escrow agreement with any paying agent for the Refunded
Bonds with respect to the safekeeping, investment,
reinvestment, administration, and disposition of any such
deposit, upon such terms and conditions as the Issuer and such
paying agent may agree, provided that such deposits may be
invested and reinvested including obligations the principal of
and interest on which are unconditionally guaranteed by the
United States of America, and which sha11 mature and bear
interest payable at such times and in such amounts as will be
3
� ' .
. �
_m. _..
' . ,
� . , .
sufficient to provide for the scheduled payment or prepayment
of the Refunded Bonds;
WHEREAS, the City Council of the Issuer (the "Council" )
deems it advisable to refund the Refunded Bonds in order to
lower the annual debt service requirements of the Issuer and to
restructure the Issuer' s debt service in a manner which will
permit the issuance of additional general obligation bonds
without a tax rate increase or with a smaller increase than
would otherwise be required;
WHEREAS, Texas Commerce Bank National Association,
Houston, Texas, is a paying agent for a series of the Refunded
Bonds, and the Escrow Agreement hereinafter authorized consti-
tutes an escrow agreement of the kind authorized and permitted
by the Act;
WHEREAS, all the Refunded Bonds mature or are subject to
redemption prior to maturity within 20 years of the date of the
bonds hereinafter authorized;
WHEREAS, it is now deemed necessary and advisable that
said bonds be issued at this time, in the amounts, and for the
purpose as herein shown; and
WHEREAS, the bonds hereinafter authorized are to be issued
and delivered pursuant to the Act and the Charter of the City.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
FRIENDSWOOD, STATE OF TEXAS:
Section 1 . AMOUNT AND PURPOSE OF THE BONDS. The bonds of
City of Friendswood (the "Issuer" ) are hereby authorized to be
issued and delivered in the aggregate principal amount of
$ , FOR THE PURPOSE OF PROVIDING FUNDS TO REFUND THE
ISSUER' S OUTSTANDING TAX BONDS AND OTHER OBLIGATIONS (all as
described in the preamble hereto)
Section 2 . DESIGNATION, DATE, DENOMINATIONS, NUMBERS, AND
MATURITIES OF BONDS. (a) General . Each bond issued pursuant
to this Ordinance shall be designated: "CITY OF FRIENDSWOOD,
TEXAS, REFUNDING BOND, SERIES 1986" , and initially there shall
be issued, sold, and delivered hereunder fully registered
bonds, without interest coupons, dated August 15, 1986, in the
respective denominations and principal amounts hereinafter
stated, payable to the respective initial registered owners
thereof (as designated in Section 11 hereof) , or to the
registered assignee or assignees of said bonds or any portion
or portions thereof ( in each case, the "Registered Owner" ) .
The term "Bonds" as used in this Ordinance shall mean and
include collectively the bonds initially issued and delivered
pursuant to this Ordinance and all substitute bonds exchanged
therefor, as well as all other substitute bonds and replacement
4
I � . ... A /
bonds issued pursuant hereto, and the term "Bond" shall mean
any of the Bonds.
(b) Current Interest Bonds. A portion of the Bonds in
the aggregate principal amount of $ shall be issued as
bonds the interest upon which is paid currently (the "Current
Interest Bonds" ) . The C-1 Bonds shall be numbered R-1 upward,
shall be in the denomination of $5, 000 each or any integral
multiple thereof, and shall mature and be payable serially on
March 1 in each of the years and in the principal amounts,
respectively as set forth in the following schedule:
YEARS AMOUNTS YEARS AMOUNTS
1987 $560, 000 1994 $880, 000
1988 640, 000 1995 850, 000
1989 635, 000 1996 930, 000
1990 650, 000 1997 990, 000
1991 700, 000 1998 795, 000
1992 775, 000 1999 840, 000
1993 825, 000
(c) Compound Interest Bonds. A portion of the Bonds in
the original amount of $ shall be issued as bonds the
interest upon which is compounded semiannually and paid at
maturity (the "Compound Interest Bonds" ) . The Compound
Interest Bonds shall be numbered CR-1 upward, shall be dated
August 15, 1986, shall bear interest from the date of delivery
thereof, and shall mature on March 1 in each of the years as
follows:
ORIGINAL
PRINCIPAL
YEARS AMOUNT
2000 $
2001
2002
2003
2004
Section 3 . INTEREST. (a) The Current Interest Bonds
scheduled to mature during the years, respectively, set forth
below shall bear interest from the dates specified in the FORM
OF CURRENT INTEREST BOND set forth in this Ordinance to their
respective dates of maturity or redemption prior to maturity at
the following rates per annum:
5
. w..
, ,
maturities 1987 ---------------- %
0
maturities 1988 ---------------- %
0
maturities 1989 ---------------- %
0
maturities 1990 ---------------- %
0
maturities 1991 ---------------- %
0
maturities 1992 ---------------- %
0
maturities 1993 ---------------- %
0
maturities 1994 ---------------- %
a
maturities 1995 ---------------- %
0
maturities 1996 ---------------- %
0
maturities 1997 ---------------- %
0
maturities 1998 ---------------- %
maturities 1999 ---------------- %
0
Said interest shall be payable in the manner provided and on
the dates stated in the FORM OF CURRENT INTEREST BOND set forth
in this Ordinance.
(b) Compound Interest Bonds. Interest on the Compound
Interest Bonds shall be payable at maturity as follows:
Total
Year of Approximate Payment at
Maturity Yield to Maturity Maturity
2000 $857,000
2001 175,000
2002 95, 000
2003 90, 000
2004 90, 000
A table setting forth compound amounts (which includes the
principal, premium, if any, and accrued interest) as of each
August 15 and February 15 per $5,000 of maturity amount is
attached hereto as Exhibit "A" and incorporated by reference
herein as if copied in full.
Section 4. CHARACTERISTICS OE THE BONDS. (a) Registra-
tion, Transfer, and Exchange; Authentication. The Issuer shall
keep or cause to be kept at the principal corporate trust
office of Texas Commerce Bank National Association, Houston,
Texas (the "Paying Agent/Registrar" ) books or records for the
registration of the transfer and exchange of the Bonds (the
"Registration Books" ) , and the Issuer hereby appoints the
Paying Agent/Registrar as its registrar and transfer agent to
keep such books or records and make such registrations of
transfers and exchanges under such reasonable regulations as
the Issuer and Paying Agent/Registrar may prescribe; and the
Paying Agent/Registrar shall make such registrations,
transfers, and exchanges as herein provided. The Paying
Agent/Registrar shall obtain and record in the Registration
Books the address of the registered owner of each Bond to which
payments with respect to the Bonds shall be mailed, as herein
provided; but it shall be the duty of each registered owner to
6
" ' � �
- , �.., �. - �
notify the Paying Agent/Registrar in writing of the address to
which payments shall be mailed, and such interest payments
shall not be mailed unless such notice has been given. To the
extent possible and under reasonable circumstances, all
transfers of Bonds shall be made within three business days
after request and presentation thereof. The Issuer shall have
the right to inspect the Registration Books during regular
business hours of the Paying Agent/Registrar, but otherwise the
Paying Agent/Registrar shall keep the Registration Books
confidential and, unless otherwise required by law, shall not
permit their inspection by any other entity. The Paying
Agent/Registrar' s standard or customary fees and charges for
making such registration, transfer, exchange and delivery of a
substitute Bond or Bonds shall be paid as provided in the FORMS
OE BOND set forth in this Ordinance. Registration of
assignments, transfers, and exchanges of Bonds sha11 be made in
the manner provided and with the effect stated in the FORMS OF
BOND set forth in this Ordinance. Each substitute Bond shall
bear a letter and/or number to distinguish it from each other
Bond.
Except as provided in (c) below, an authorized representa-
tive of the Paying Agent/Registrar shall, before the delivery
of any such Bond, date and manually sign the Paying Agent/Reg-
istrar' s Authentication Certificate, and no such Bond shall be
deemed to be issued or outstanding unless such Certificate is
so executed. The Paying Agent/Registrar promptly sha11 cancel
all paid Bonds and Bonds surrendered for transfer and exchange.
No additional ordinances, orders, or resolutions need be passed
or adopted by the governing body of the Issuer or any other
body or person so as to accomplish the foregoing transfer and
exchange 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 Vernon' s Ann. Tex. Civ. St.
Art. 717k-6, and particularly Section 6 thereof, the duty of
transfer and exchange of Bonds as aforesaid is hereby imposed
upon the Paying Agent/Registrar, and, upon the execution of
said certificate, the transferred and exchanged Bond shall be
valid, incontestable, and enforceable in the same manner and
with the same effect as the Bonds which initially were issued
and delivered pursuant to this Ordinance, approved by the
Attorney General, and registered by the Comptroller of Public
Accounts.
(b) Payment of Bonds and Interest. The Issuer hereby
further appoints the Paying Agent/Registrar to act as the
paying agent for paying the principal of and interest on the
Bonds, all as provided in this Ordinance. The Paying Agent/
Registrar shall keep proper records of all payments made by the
Tssuer and the Paying Agent/Registrar with respect to the
Bonds. The Mayor and City Secretary are hereby authorized to
7
execute an agreement with the Paying Agent/Registrar
substantially in the form presented at this meeting.
(c) In General . The Bonds (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 regis-
tered owners thereof, (ii) the Current Interest Bonds only may
be redeemed prior to their scheduled maturities (notice of
which shall be given to the Paying Agent/Registrar by the
Issuer at least 50 days prior to any such redemption date) ,
(iii ) transferred and assigned, (iv) may be exchanged for other
Bonds, (v) shall have the characteristics, (vi ) shall be
signed, sealed, executed, and authenticated, (vii) the princi-
pal of and interest on the Bonds shall be payable, and (viii )
shall be administered and the Paying Agent/Registrar and the
Issuer shall have certain duties and responsibilities with
respect to the Bonds, all as provided, and in the manner and to
the effect as required or indicated, in the FORMS OF BOND set
forth in this Ordinance. The Current Interest Bonds initially
issued and delivered pursuant to this Ordinance numbered R-1
through R-13 and the Compound Interest Bonds initially issued
and delivered pursuant to this Ordinance numbered CR-1 through
CR-5 ( collectively, the "Initial Bonds" ) shall be delivered to
the initial purchaser and are not required to be, and shall not
be, authenticated by the Paying Agent/Registrar, but on each
substitute Bond issued in exchange for the Initial Bonds or any
Bond or Bonds issued under this Ordinance the Paying
Agent/Registrar shall execute the PAYING AGENT/REGISTRAR' S
AUTHENTICATION CERTIEICATE, in the form set forth in the FORMS
OF BOND.
(d) Substitute Paying Agent/Registrar. The Issuer
covenants with the registered owners of the Bonds that at all
times while the Bonds are outstanding the Issuer will provide a
competent and legally qualified bank, trust company, financial
institution, or other agency to act as and perform the services
of Paying Agent/Registrar for the Bonds under this Ordinance,
and that the Paying Agent/Registrar will be one entity. The
Issuer reserves the right to, and may, at its option, change
the Paying Agent/Registrar upon not less than 120 days written
notice to the Paying Agent/Registrar, to be effective not later
than 60 days prior to the next principal or interest payment
date after such notice. In the event that the entity at any
time acting as Paying Agent/Registrar (or its successor by
merger, acquisition, or other method) should resign or other-
wise cease to act as such, the Issuer covenants that promptly
it will appoint a competent and legally qualified bank, trust
company, financial institution, or other agency to act as
Paying Agent/Registrar under this Ordinance . Upon any change
in the Paying Agent/Registrar, the previous Paying Agent/Regis-
trar promptly shall transfer and deliver the Registration Books
(or a copy thereof) , along with all other pertinent books and
records relating to the Bonds, to the new Paying Agent/Regis-
trar designated and appointed by the Issuer. Upon any change
8
in the Paying Agent/Registrar, the Issuer promptly will cause a
written notice thereof to be sent by the new Paying
Agent/Registrar to each registered owner of the Bonds, by
United States mail, first-class postage prepaid, which notice
also shall give the address of the new Paying Agent/ Registrar.
By accepting the position and performing as such, each Paying
Agent/Registrar shall be deemed to have agreed to the provi-
sions of this Ordinance, and a certified copy of this Ordinance
shall be delivered to each Paying Agent/Registrar.
Section 5 . FORMS OF BONDS. The forms of the Bonds,
including the form of Paying Agent/Registrar' s Authentication
Certificate, the form of Assignment, and the form of Registra-
tion Certificate of the Comptroller of Public Accounts of the
State of Texas to be attached to the Bonds initially issued and
delivered pursuant to this Ordinance, shall be, respectively,
substantially as follows, with such appropriate variations,
omissions, or insertions as are permitted or required by this
Ordinance.
[EORM OF CURRENT INTEREST BONDS)
9
, , t �
(FORM OF FRONT PANEL OF BONDS]
NO. R- United States of America PRINCIPAL
State of Texas AMOUNT
CITY OF FRIENDSWOOD, TEXAS
REFUNDING BOND
SERIES 1986
(Current Interest Bond)
INT�REST RATE MATURITY DATE DATE OF SERIES CUSIP NO.
August 15, 1986
REGISTERED OWNER:
PRINCIPAL AMOUNT: DOLLARS
ON THE MATURITY DATE specified above, THE CITY OF
FRIENDSWOOD, a home rule city and municipal corporation located
in Galveston and Harris Counties, Texas (the "Issuer" ) , hereby
promises to pay to the Registered Owner set forth above, or
registered assigns (hereinafter called the "registered owner" )
the principal amount set forth above, and to pay interest
thereon from August 15, 1986, on March 1, 1987 and semiannually
on each September 1 and March 1 thereafter to the maturity date
specified above, or the date of redemption prior to maturity,
at the interest rate per annum specified above; except that if
this Bond is required to be authenticated and the date of its
authentication is later than the first Record Date (hereinafter
defined) , such principal amount shall bear interest from the
interest payment date next preceding the date of
authentication, unless such date of authentication is after any
Record Date but on or before the next following interest
payment date, in which case such principal amount shall bear
interest from such next following interest payment date; pro-
vided, however, that if on the date of authentication hereof
the interest on the Bond or Bonds, if any, for which this Bond
is being exchanged is due but has not been paid, then this Bond
shall bear interest from the date to which such interest has
been paid in full .
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in
lawful money of the United States of America, without exchange
or collection charges. The principal of this Bond shall be
paid to the registered owner hereof upon presentation and
surrender of this Bond at maturity or upon the date fixed for
its redemption prior to maturity, at the principal corporate
trust office of TEXAS COMMERCE BANK NATIONAL ASSOCIATION,
Houston, Texas, or its successor, which is the "Paying
Agent/Registrar" for this Bond. The payment of interest on
this Bond shall be made by the Paying Agent/Registrar to the
registered owner hereof on each interest payment date by check,
dated as of such interest payment date, drawn by the Paying
Agent/Registrar on, and payable solely from, funds of the
Issuer required by the ordinance authorizing the issuance of
10
. � , t
this Bond adopted on July 24, 1986 (the "Bond Ordinance" ) to be
on deposit with the Paying Agent/Registrar for such purpose as
hereinafter provided; and such check shall be sent by the
Paying Agent/Registrar by United States mail, first-class
postage prepaid, on each such interest payment date, to the
registered owner hereof, at its address as it appeared on the
fifteenth calendar day of the month next preceding each such
date (the "Record Date" ) on the Registration Books kept by the
Paying Agent/Registrar, as hereinafter described. In addition,
interest may be paid by such other method, acceptable to the
Paying Agent/Registrar, requested by, and at the risk and
expense of, the registered owner.
THIS BOND is one of a Series of Bonds dated August 15,
1986, authorized in accordance with the Constitution and laws
of the State of Texas in the principal amount of $
FOR THE PURPOSE OF PROVIDING FUNDS TO REFUND THE ISSUER' S OUT-
STANDING TAX BONDS AND OTHER OBLIGATIONS (all as described in
the preamble to the Bond Ordinance) . The Bonds are issued as
(i ) Bonds which pay interest semiannually until maturity or
earlier redemption (the "Current Interest Bonds" ) in the
aggregate principal amount of $ , and (ii ) Bonds
which pay interest only at maturity (the "Compound Interest
Bonds" ) in the aggregate principal amount of $
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THE
BOND SET FORTH ON THE REVISION HEREOF, WHICH PROVISIONS SHALL
HAVE THE SAME FORCE AND EFFECT AS SET FORTH IN THI S SPACE.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be
signed with the facsimile signature of the Mayor of the Issuer
and countersigned with the facsimile signature of the City
Secretary of the Issuer, and has caused the official seal of
the Issuer to be duly impressed, or placed in facsimile, on
this Bond.
(facsimile signature) (facsimile signature)
City Secretary, Mayor,
City of Friendswood City of Friendswood, Texas
[Form of Back Panel of Current Interest Bonds]
THE BONDS are issued pursuant to the Bond Ordinance
whereunder the City covenants to levy a continuing direct
annual ad valorem tax on taxable property within the City, not
to exceed $2 . 50 per assessed $100 valuation, as provided in
Article XI , Section 5 of the Texas Constitution, for each year
while any part of the Bonds are considered outstanding under
the provisions of the Bond Ordinance, in sufficient amount to
pay interest on each Bond as it becomes due, to provide a
sinking fund for the payment of the principal of the Bonds when
due, and to pay the expenses of assessing and collecting such
tax, all as more specifically provided in the Bond Ordinance.
Reference is hereby made to the Bond Ordinance for provisions
11
with respect to the custody and application of the City' s
funds, remedies in the event of a default hereunder or
thereunder, and the other rights of the Registered Owner.
THIS BOND IS TRANSFERABLE OR EXCHANGEABLE only upon
presentation and surrender at the principal corporate office of
the Paying Agent/Registrar. If this Bond is being transferred,
it shall be duly endorsed for transfer or accompanied by an
assignment duly executed by the Registered Owner, or his
authorized representative, subject to the terms and conditions
of the Bond Ordinance.
ANY ACCRUED INTEREST DUE at maturity or upon the redemp-
tion of this Bond prior to maturity as provided herein shall be
paid to the registered owner upon presentation and surrender of
this Bond for redemption and payment at the principal corporate
trust office of the Paying Agent/Registrar. The Issuer cove-
nants with the registered owner of this Bond that on or before
each principal payment date, interest payment date, and accrued
interest payment date for this Bond it will make available to
the Paying Agent/Registrar, from the "Interest and Sinking
Fund" created by the Bond Ordinance, the amounts required to
provide for the payment, in immediately available funds, of all
principal of and interest on the Bonds, when due.
IF THE DATE for the payment of the principal of or inter-
est on this Bond shall be a Saturday, Sunday, a legal holiday,
or a day on which banking institutions in the city where the
principal corporate trust office of the Paying Agent/Registrar
is located are authorized by law or executive order to close,
or the United States Postal Service is not open for business,
then the date for such payment shall be the next succeeding day
which is not such a Saturday, Sunday, legal holiday, or day on
which banking institutions are authorized to close, or the
United States Postal Service is not open for business; and
payment on such date shall have the same force and effect as if
made on the original date payment was due.
ON MARCH 1, 1996, or on any date thereafter, the Current
Interest Bonds of this Series may be redeemed prior to their
scheduled maturities, at the option of the Issuer, �vith funds
derived from any available and lawful source, as a whole, or in
part (provided that a portion of a Bond may be redeemed only in
an integral multiple of $5, 000) at the redemption price of the
principal amount of Bonds called for redemption, plus accrued
interest thereon to the date fixed for redemption. If less
than all of the Bonds are to be redeemed, the Issuer shall
determine the maturity or maturities and the amounts thereof to
be redeemed and shall direct the Paying Agent/Registrar to call
by lot Bonds, or portions thereof, within such maturity or
maturities and in such principal amounts, for redemption.
AT LEAST 30 days prior to the date fixed for any redemp-
tion of Bonds or portions thereof prior to maturity, a written
12
notice of such redemption shall be sent by the Paying
Agent/Registrar by United States mail, first-class postage ,
prepaid, to the registered owner of each Bond to be redeemed at
its address as it appeared on the day such redemption notice is
mailed; provided, however, that the failure to send, mail or
receive such notice, or any defect therein or in the sending or
mailing thereof, shall not affect the validity or effectiveness
of the proceedings for the redemption of any Bond. By the date
fixed for any such redemption, due provision shall be made with
the Paying Agent/Registrar for the payment of the required
redemption price for the Bonds or portions thereof which are to
be so redeemed. If such written notice of redemption is mailed
and if due provision for such payment is made, all as provided
above, the Bonds or portions thereof which are to be so
redeemed thereby automatically shall be treated as redeemed
prior to their scheduled maturities, and they shall not bear
interest after the date fixed for redemption, and they shall
not be regarded as being outstanding except for the right of
the registered owner to receive the redemption price from the
Paying Agent/Registrar out of the funds provided for such
payment. If a portion of any Bond shall be redeemed, a substi-
tute Bond or Bonds having the same maturity date, bearing
interest at the same rate, being in any denomination or
denominations in any integral multiple of $5, 000 (at the
written request of the registered owner) , and being in an
aggregate principal amount equal to the unredeemed portion
thereof will be issued to the registered owner upon the;
surrender thereof for cancellation, at the expense of the
Issuer, all as provided in the Bond Ordinance.
ALL CURRENT INTEREST BONDS OF THIS SERIES are issuable
solely as fully registered Bonds, without interest coupons, in
the denomination of any integral multiple of $5, 000. As
provided in the Bond Ordinance, this Bond, or any unredeemed
portion hereof, may, at the request of the registered owner or
the assignee or assignees hereof, be assigned, transferred, and
exchanged for a like aggregate principal amount of fully
registered Bonds, without interest coupons, payable to the
appropriate registered owner, assignee, or assignees, as the
case may be, having the same denomination or denominations in
any integral multiple of $5, 000 as requested in writing by the
appropriate registered owner, assignee, or assignees, as the
case may be, upon surrender of this Bond to the Paying
Agent/Registrar for cancellation, all in accordance with the
form and procedures set forth in the Bond Ordinance. Among
other requirements for such assignment and transfer, this Bond
must be presented and surrendered to the Paying
Agent/Registrar, together with proper instruments of
assignment, in form and with guarantee of signatures satis-
factory to the Paying Agent/Registrar, evidencing assignment of
this Bond or any portion or portions hereof in any integral
multiple of $5, 000 to the assignee or assignees in whose name
or names this Bond or any such portion or portions hereof is or
are to be registered. The form of Assignment printed or
13
. . r
endorsed on this Bond may be executed by the registered owner
to evidence the assignment hereof, but such method is not
exclusive, and other instruments of assignment satisfactory to
the Paying Agent/Registrar may be used to evidence the assign-
ment of this Bond or any portion or portions hereof from time
to time by the registered owner. The person requesting such
transfer and exchange shall pay the Paying Agent/Registrar' s
reasonable standard or customary fees and charges for transfer-
ring and exchanging any Bond or portion thereof. In any
circumstance, any taxes or governmental charges required to be
paid with respect thereto shall be paid by the person request-
ing such assignment, transfer, or exchange, as a condition
precedent to the exercise of such privilege. The foregoing
notwithstanding, in the case of the exchange of a portion of a
Bond which has been redeemed prior to maturity, as provided
herein, and in the case of the exchange of an assigned and
transferred Bond or Bonds or any portion or portions thereof,
such fees and charges of the Paying Agent/Registrar will be
paid by the Issuer. The Paying Agent/Registrar shall not be
required to make any such transfer or exchange (i ) during the
period commencing with the close of business on any Record Date
and ending with the opening of business on the next following
principal or interest payment date or (ii ) with respect to any
Bond or any portion thereof called for redemption prior to
maturity, within 45 days prior to its redemption date.
IN THE EVENT any Paying Agent/Registrar for the Bonds is
changed by the Issuer, resigns, or otherwise ceases to act as
such, the Issuer has covenanted in the Bond Ordinance that it
promptly will appoint a competent and legally qualified substi-
tute therefor, and cause written notice thereof to be mailed to
the regi stered owners of the Bonds.
BY BECOMING the registered owner of this Bond, the regis-
tered owner thereby acknowledges all of the terms and provi-
sions of the Bond Ordinance, agrees to be bound by such terms
and provisions, acknowledges that the Bond Ordinance is duly
recorded and available for inspection in the official minutes
and records of the governing body of the Issuer, and agrees
that the terms and provisions of this Bond and the Bond Ordi-
nance constitute a contract between each registered owner
hereof and the Issuer.
IT IS HEREBY CERTIFIED, RECITED AND COVENANTED that this
Bond has been duly and validly authorized, issued, and de-
livered; all acts, conditions, and things required or proper to
be performed, exist, and be done precedent to or in the
authorization, issuance, and delivery of this Bond have been
performed, existed, and been done in accordance with law; and
ad valorem taxes sufficient to provide for the payment of the
interest on and principal of this Bond, as such interest comes
due, and as such principal matures, have been levied and
ordered to be levied against all taxable property in the
14
I � �
Issuer, and have been pledged for such payment, within the
limit prescribed by law.
[END OF FORM OF CURRENT INTEREST BOND]
[FORM OF PAYING AGENT/REGISTRAR' S AUTHENTICATION CERTIFICATE]*
PAYING AGENT/REGISTRAR' S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued
under the provisions of the Bond Ordinance described in the
text of this Bond; and that this Bond has been issued in
exchange for, a bond, bonds, or a portion of a bond or bonds of
a Series which originally was approved by the Attorney General
of the State of Texas and registered by the Comptroller of
Public Accounts of the State of Texas.
Dated TEXAS COMMERCE BANK NATIONAL
ASSOCIATION, HOUSTON, TEXAS
Paying Agent/Registrar
By
Authorized Signature
* Printer - Do not print on Initial Bonds
[FORM OF ASSIGNMENT FOR ALL BONDS]
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned registered owner of
this bond or duly authorized representative or attorney there-
of, hereby assigns this bond to
/ /
(Assignee' s Social (print or typewrite Assignee' s name
Security or Taxpayer and address, including zip code)
Identification Number)
and hereby irrevocably constitutes and appoints
attorney to transfer the registration of this bond on the Bond
Registration Books with full power of substitution in the
premises.
Dated:
15
Signature Guaranteed:
NOTICE: The signature of the Registered Owner
Registered Owner must be gua- NOTICE: This signature
ranteed by a member of the must correspond with the
New York Stock Exchange or a name of the Registered
commercial bank or trust Owner appearing on the face
company. of this bond in every
particular way without alter
ation or enlargement or any
change whatsoever
The following abbreviations, when used in the assignment
above or on the face of the within Bond, shall be construed as
though they were written out in full according to applicable
laws or regulations:
TEN COM - as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with right of survivorship
and not as tenants in common
UNIF GIFT MIN ACT - . . . Custodian . . .
(Cust) (Minor)
under Uniform Gifts to Minors Act
(State)
Additional abbreviations may also be used though not in the
list above.
[FORM OF REGISTRATION CERTIFICATE OF
THE COMPTROLLER OF PUBLIC ACCOUNTS] *
COMPTROLLER' S REGISTRATION CERTIFICATE: REGISTER N0.
I hereby certify that this Bond has been examined, cer-
tified as to validity, and approved by the Attorney General of
the State of Texas, and that this Bond has been registered by
the Comptroller of Public Accounts of the State of Texas.
16
Witness my signature and seal this
COMPTROLLER' S SEAL Comptroller of Public Accounts
of the State of Texas
*Printer - Print on Initial Bonds only
[FORM OF COMPOUND INTEREST BONDS]
United States of America
State of Texas
CITY OF FRIENDSWOOD REFUNDING BOND
SERIES 1986
(Compound Interest Bond)
NUMBER MATURITY AMOUNT
CR- $
REGISTERED REGISTERED
INTEREST RATE: MATURITY DATE: ISSUE DATE: CUSIP:
August 15, 1986
REGISTERED OWNER:
PAYMENT AT MATURITY: $
THE CITY OF FRIENDSWOOD (the "City" ) , a home rule city of
the State of Texas, located in Galveston and Harris Counties,
promises to pay to the Registered Owner identified above, or
registered assigns, on the Maturity Date specified above, upon
presentation and surrender of this bond at the principal
corporate trust office of Texas Commerce Bank National
Association, Houston, Texas, or its successor (the "Paying
Agent/Registrar" ) , the amount representing the Payment at
Maturity identified above (the "Maturity Amount" ) , in lawful
money of the United States of America, representing the
principal amount hereof and accrued and compounded interest at
the rate shown above, calculated on the basis of a 360-day year
of twelve 30-day months, from the date of the initial delivery
of this Bond to the initial purchasers hereof (the "Delivery
Date" ) . The value (per $5, 000 of Maturity Amount) of the
principal hereof plus accrued interest thereon (the "Compounded
Amount" ) as of the Delivery Date and as of each March 1 and
September 1 thereafter are as set forth in the Bond Ordinance
(hereinafter defined) . Such value as of any other date shall
be determined by a straight line interpolation between such
values.
THIS BOND is one of a series of Bonds (the "Bonds" ) dated
as of August 15, 1986, of like designation, date, and tenor,
17
except as to number, denomination, and maturity issued pursuant
to the Ordinance adopted by the City Council of the City (the
"Council" ) on July 24, 1986 (the "Bond Ordinance" ) in
accordance with the Constitution and laws of the State of
Texas. The Bonds are issued as (i ) Bonds which pay interest
semiannually until maturity or earlier redemption (the "Current
Interest Bonds" ) in the aggregate principal amount of
$ and (ii ) Bonds which pay interest only at maturity
(the "Compound Interest Bonds" ) in the aggregate principal
amount of $
REEERENCE IS HEREBY MADE TO THE EURTHER PROVISIONS OF THIS
BOND SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL
HAVE THE SAME FORCE AND EFFECT AS IF SET FORTH IN THIS SPACE.
IN WITNESS WHEREOF, this Bond has been signed with the
manual or facsimile signature of the Mayor of the City and
countersigned with the manual or facsimile signature of the
City Secretary of the City, and the manual official seal of the
City has been duly impressed, or placed in facsimile, on this
Bond.
CITY OF FRIENDSWOOD
xxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxx
City Secretary, City of Mayor, City of Friendswood
Friendswood
(CITY SEAL)
(Back Panel of Compound Interest Bonds)
THE BONDS are issued pursuant to the Bond Ordinance
whereunder the City covenants to levy a continuing direct
annual ad valorem tax on taxable property within the City, not
to exceed $2 . 50 per assessed $100 valuation, as provided in
Article XI , Section 5 of the Texas Constitution, for each year
while any part of the Bonds are considered outstanding under
the provisions of the Bond Ordinance, in sufficient amount to
pay interest on each Bond as it becomes due, to provide a
sinking fund for the payment of the principal of the Bonds when
due, and to pay the expenses of assessing and collecting such
tax, all as more specifically provided in the Bond Ordinance.
Reference is hereby made to the Bond Ordinance for provisions
with respect to the custody and application of the City' s
funds, remedies in the event of a default hereunder or
thereunder, and the other rights of the Registered Owner. By
acceptance of this Bond, the Registered Owner consents to all
of the provisions of the Bond Ordinance, a certified copy of
which is on file in the office of the City.
18
THIS BOND IS TRANSFERABLE OR EXCHANGEABLE only upon
presentation and surrender at the principal corporate office of
the Paying Agent/Registrar. If this Bond is being transferred,
it shall be duly endorsed for transfer or accompanied by an
assignment duly executed by the Registered Owner, or his
authorized representative, subject to the terms and conditions
of the Bond Ordinance.
IT IS HEREBY CERTIFIED, COVENANTED, AND REPRESENTED that
all acts, conditions, and things necessary to be done precedent
to the issuance of the Bonds in order to render the same legal,
valid, and binding obligations of the City have happened and
have been accomplished and performed in regular and due 'time,
form, and manner, as required by law; that provision has been
made for the payment of the principal of and interest on the
Bonds by the levy of a continuing, direct annual ad valorem tax
upon taxable property within the City, within the legal
limitation; and that issuance of the Bonds does not exceed any
constitutional or statutory limitation. For the faithful
performance of all covenants, recitals, and stipulations herein
contained, the full faith, and resources of the City are hereby
irrevocably pledged.
[END OF FORM OF COMPOUND INTEREST BONDS]
[END OF ALL FORMS�
Section 6. TAX LEVY. A special Interest and Sinking Fund
(the "Interest and Sinking Fund" ) is hereby created solely for
the benefit of the Bonds, and the Interest and Sinking Fund
shall be established and maintained by the Issuer at an offi-
cial depository bank of the Issuer. The Interest and Sinking
Fund shall be kept separate and apart from a11 other funds and
accounts of the Issuer, and shall be used only for paying the
interest on and principal of the Bonds. All ad valorem taxes
levied and collected for and on account of the Bonds shall be
deposited, as collected, to the credit of the Interest and
Sinking Fund. During each year while any of the Bonds or
interest thereon are outstanding and unpaid, the Council shall
compute and ascertain a rate and amount of ad valorem tax which
will be sufficient to raise and produce the money required to
pay the interest on the Bonds as such interest comes due, and
to provide and maintain a sinking fund adequate to pay the
principal of its Bonds as such principal matures (but never
less than 2% of the original principal amount of said Bonds as
a sinking fund each year) ; and said tax shall be based on the
latest approved tax rolls of the Issuer, with full allowance
being made for tax delinquencies and the cost of tax
collection. Said rate and amount of ad valorem tax is hereby
levied, and is hereby ordered to be levied, against all taxable
property in the Issuer for each year while any of the Bonds or
interest thereon are outstanding and unpaid; and said tax shall
be assessed and collected each such year and deposited to the
credit of the aforesaid Interest and Sinking Fund. Said ad
19
valorem taxes sufficient to provide for the payment of the
interest on and principal of the Bonds, as such interest comes
due and such principal matures, are hereby pledged for such
payment, within the limit prescribed by law.
Section 7 . DISPOSITION OF BOND PROCEEDS. The proceeds of
the Bonds shall be placed into the Interest and Sinking Fund
and the Escrow Fund of the City as follows:
A. Interest and Sinking Fund. An amount equal to the
accrued interest on the Current Interest Bonds from the date of
the Bonds to the date of delivery to the Initial Purchaser.
B. Escrow Fund. An amount necessary to establish that
portion of the Escrow Eund, not funded from other sources, for
the purpose of refunding the Refunded Bonds, and, to the extent
not otherwise provided for, to pay a portion of all expenses
arising in connection with the issuance of the Bonds, the
establishment of the Escrow Fund, and the refunding of the
Refunded Bonds, as more fully provided in Escrow Agreement.
Section 8. USE OF CERTAIN FUNDS MAINTAINED FOR REFUNDED
BONDS. In order to maximize the present value savings of the
refunding program authorized by this Ordinance, it is the
intention of the City to use amounts on deposit in the funds
maintained for the payment of the Refunded Bonds and in all
other funds (other than construction funds) maintained pursuant
to the Refunded Bonds, and to apply such amounts to purchase
Open Market Securities (as defined in the Escrow Agreement) for
deposit pursuant to the Escrow Agreement, the proceeds of which
shall be applied to the payment of principal of, premium, if
any, and interest on the Refunded Bonds at the time, in the
amounts, and in the manner prescribed in the Report attached as
to the Escrow Agreement and to make any other transfers as may
be set forth in the Report. The Mayor is hereby authorized and
directed to withdraw and apply, to the extent necessary, all
proceeds of the debt service funds, reserve funds, surplus
funds, and all other funds and accounts (other than
construction funds) presently maintained pursuant to the
documents authorizing the Refunded Bonds for the purpose of
purchasing such Open Market Securities to be deposited pursuant
to the Escrow Agreement and to establish the balances in the
aforesaid funds created pursuant to this Ordinance.
Section 9 . PURCHASE OF UNITED STATES TREASURY OBLIGATIONS.
In order to assure the purchase of the Escrowed Securities
referred to in the Escrow Agreement, the Mayor is hereby
authorized to subscribe for, agree to purchase, and purchase
such obligations of the United States of America, in such
amounts, maturities, and bearing interest at such rates as may
be provided for in the Report, and to execute any and all
subscriptions, purchase agreements, commitments, letters of
authorization, and other documents necessary to effectuate the
20
may thereafter object to the adoption of such amendment,
addition, or rescission, or to any of the provisions thereof,
and such amendment, addition, or rescission shall be fully
effective for all purposes.
Section 23 . MISCELLANEOUS. (a) Emergency. It is hereby
officially found and determined: that a case of emergency or
urgent public necessity exists which requires the holding of
the meeting at which this Ordinance is passed, such emergency
or urgent public necessity being that it is necessary that the
Refunded Bonds be refunded and that the proceeds from the sale
of said bonds are required as soon as possible and without
delay; and that said meeting was open to the public, and public
notice of the time, place, and purpose of said meeting was
given, all as required by Vernon' s Ann. Civ. St. Article
6252-17 .
(b) Immediate Effect. It is hereby specifically found
pursuant to Section 3 . 11 of the City Charter that this
Ordinance is an ordinance relative to borrowing for capital
improvements and a tax ordinance, and, therfor, the requirement
of the City Charter requiring that this Ordinance be read at
three regular council meetings with at least two weeks elapsing
between such reading shall not apply. Accordingly, this
Ordinance shall be effective upon date of this reading, and
shall take effect and be in force immediately upon and after
its passage in accordance with the provisions of the Charter of
the City, and it is accordingly so ordained.
(c) Titles Not Restrictive. The titles assigned to the
various sections of this Ordinance are for convenience only and
shall not be considered restrictive of the subject matter of
any section or of any part of this Ordinance.
(d) Inconsistent Provisions. All ordinances, orders, and
resolutions, or parts thereof, which are in conflict or
inconsistent with any provision of this Ordinance are hereby
repealed and declared to be inapplicable, and the provisions of
this Ordinance shall be and remain controlling as to the
matters prescribed herein.
(e) Severability. If any word, phrase, clause,
paragraph, sentence, part, portion, or provision of this
Ordinance or the application thereof to any person or
circumstances shall be held to be invalid, the remainder of
this Ordinance shall nevertheless be valid and the Council
hereby declares that this Ordinance would have been enacted
without such invalid word, phrase, clause, paragraph, sentence,
part, portion, or provisions.
( f) Governing Law. This Ordinance shall be construed and
enforced in accordance with the laws of the State of Texas.
27
------------------------
28
EXHIBIT A
COMPOUND INTEREST BONDS MATURITY AND INTEREST RATE
29
NOTICE OF BOND REDEMPTION
NOTICE IS HEREBY GIVEN that the City of Friendswood,
Texas (the "City") through its City Council and by
ordinance duly passed, has called for redemption the
following described outstanding obligations of the City:
THE DATE FIXED FOR REDEMPTION of said obligations is
, 19 , and you are hereby notified that
such obligations should be presented for redemption at
on or immediately before that
date, and that interest on such obligations shall cease to
accrue from and after such redemption date, and on said date
the said obligations will become due and payable at the
redemption price of par and accrued interest to such date.
THIS NOTICE IS ISSUED AND GIVEN pursuant to the option
of redemption to the City in the proceedings authorized in
the issuance of the above described obligations and in
accordance with the provisions thereof.
WITNESS my hand and the seal of the City this
day of , 1986.
Mayor
City of Friendswood, Texas
, Paying Agent for the above
described obligations, hereby acknowledges receipt of the
foregoing Notice of Bond Redemption, the same having been
received on the date shown below, which is more than thirty
days prior to the date fixed for redemption.
EXECUTED this
�
By
Tit e:
EXHIBIT B-1
h ....�. ...r.,,.. ' -, Y
�. 1 ` , s �
BONDS BEING CALLED FOR REDEMPTION
City of Friendswood, Series 1974 March 1 , 1993
City of Friendswood, Series 1982 March 1, 1991
Sunmeadow Municipal Utility District, October l , 1986
Series 1970
Sunmeadow Municipal Utility District, October 1 , 1986
Series 1970A
Clearwoods Improvement District, September l , 1989
Series 1974
Harris County Water Control and October 1 , 1986
Improvement District No. 108,
Series 1970A
Harris County Water Control and October 1 , 1986
Improvement District No. 108 ,
Series 1971
Harris County Water Control and October l , 1986
Improvement District No. 108 ,
Series 1971A
EXHIBIT B-2
. .. ,
foregoing, and any actions heretofore taken by the Mayor for
such purpose are hereby ratified and approved.
Section 10. MATTERS RELATED TO REFUNDING. In order that
the City shall satisfy in a timely manner all of its
obligations under this Ordinance and the Escrow Agreement, the
Mayor and all other appropriate officers and agents of the City
are hereby authorized and directed to take all other actions
that are reasonably necessary to provide for the refunding of
the Refunded Bonds, including without limitation, executing and
delivering on behalf of the City all certificates, consents,
receipts, requests, notices, and other documents as may be
reasonably necessary to satisfy the City' s obligations under
the Escrow Agreement and this Ordinance and to direct the
transfer and application of funds of the City consistent with
the provisions of the Escrow Agreement and this Ordinance.
Section 11 . REMEDIES OF OWNERS. In addition to all
rights and remedies of any Owner of the Bonds provided by the
laws of the State of Texas, the City and the Council covenant
and agree that in the event the City defaults in the payment of
the principal of or interest on any of the Bonds when due fails
to make the payments required by this Ordinance to be made into
the Interest and Sinking Fund, or defaults in the observance or
performance of any of the covenants, conditions, or obligations
set forth in this Ordinance, the owner of any of the Bonds
shall be entitled to a writ of mandamus issued by a court of
proper jurisdiction compelling and requiring the Council and
other officers of the City to observe and perform any covenant,
obligation, or condition prescribed in this Ordinance. No
delay or omission by any owner to exercise any right or power
accruing to such owner upon default shall impair any such right
or power, or shall be construed to be a waiver of any such
default or acquiescence therein, and every such right or power
may be exercised from time to time and as often as may be
deemed expedient. The specific remedies mentioned in this
Ordinance shall be available to any owner of any of the Bonds
and shall be cumulative of all other existing remedies.
Section 12 . DEFEASANCE OF BONDS. (a) Any Bond and the
interest thereon shall be deemed to be paid, retired, and no
longer outstanding (a "Defeased Bond" ) within the meaning of
this Ordinance, except to the extent provided in subsection (d)
of this Section 12, when payment of the principal of such Bond,
plus interest thereon to the due date (whether such due date be
by reason of maturity, upon redemption, or otherwise) either
( i ) shall have been made or caused to be made in accordance
with the terms thereof (including the giving of any required
notice of redemption) or (ii ) shall have been provided for on
or before such due date by irrevocably depositing with or
making available to the Paying Agent/Registrar for such payment
(A) lawful money of the United States of America sufficient to
make such payment or (B) Government Obligations (hereinafter
defined) which mature as to principal and interest in such
21
amounts and at such times as will insure the availability,
without reinvestment, of sufficient money to provide for such
payment, and when proper arrangements have been made by the
Issuer with the Paying Agent/Registrar for the payment of its
services until all Defeased Bonds shall have become due and
payable. At such time as a Bond shall be deemed to be a
Defeased Bond hereunder, as aforesaid, such Bond and the
interest thereon shall no longer be secured by, payable from,
or entitled to the benefits of, the ad valorem taxes herein
levied and pledged as provided in this Ordinance, and such
principal and interest shall be payable solely from such money
or Government Obligations.
(b) Any money so deposited with the Paying Agent/Regis-
trar may at the written direction of the Issuer also be in-
vested in Government Obligations, maturing in the amounts and
times as hereinbefore set forth, and all income from such
Government Obligations received by the Paying Agent/Registrar
which is not required for the payment of the Bonds and interest
thereon, with respect to which such money has been so depos-
ited, shall be turned over to the Issuer, or deposited as
directed in writing by the Issuer.
(c) The term "Government Obligations" as used in this
Section, shall mean direct obligations of the United States of
America, including obligations the principal of and interest on
which are unconditionally guaranteed by the United States of
America, which may be United States Treasury obligations such
as its State and Local Government Series, which may be in
book-entry form.
(d) Until all Defeased Bonds shall have become due and
payable, the Paying Agent/Registrar shall perform the services
of Paying Agent/Registrar for such Defeased Bonds the same as
if they had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as required
by this Ordinance.
Section 13 . DAMAGED, MUTILATED, LOST, STOLEN, OR DES-
TROYED BONDS. (a) Replacement Bonds. In the event any
outstanding Bond is damaged, mutilated, lost, stolen, or
destroyed, the Paying Agent/Registrar shall cause to be
printed, executed, and delivered, a new bond of the same
principal amount, maturity, and interest rate, as the damaged,
mutilated, lost, stolen, or destroyed Bond, in replacement for
such Bond in the manner hereinafter provided.
(b) Application for Replacement Bonds . Application for
replacement of damaqed, mutilated, lost, stolen, or destroyed
Bonds shall be made by the registered owner thereof to the
Paying Agent/Registrar. In every case of loss, theft, or
destruction of a Bond, the registered owner applying for a
replacement bond shall furnish to the Issuer and to the Paying
Agent/Registrar such security or indemnity as may be required
22
by them to save each of them harmless from any loss or damage
with respect thereto. Also, in every case of loss, theft, or
destruction of a Bond, the registered owner shall furnish to
the Issuer and to the Paying Agent/Registrar evidence to their
satisfaction of the loss, theft, or destruction of such Bond,
as the case may be. In every case of damage or mutilation of a
Bond, the registered owner shall surrender to the Paying
Agent/Registrar for cancellation the Bond so damaged or muti-
lated.
(c) No Default Occurred. Notwithstanding the foregoing
provisions of this Section, in the event any such Bond shall
have matured, and no default has occurred which is then con-
tinuing in the payment of the principal of, redemption premium,
if any, or interest on the Bond, the Issuer may authorize the
payment of the same (without surrender thereof except in the
case of a damaged or mutilated Bond) instead of issuing a
replacement Bond, provided security or indemnity is furnished
as above provided in this Section.
(d) Charge for Issuing Replacement Bonds. Prior to the
issuance of any replacement bond, the Paying Agent/Registrar
shall charge the registered owner of such Bond with a11 legal,
printing, and other expenses in connection therewith. Every
replacement bond issued pursuant to the provisions of this
Section by virtue of the fact that any Bond is lost, stolen, or
destroyed shall constitute a contractual obligation of the
Issuer whether or not the lost, stolen, or destroyed Bond shall
be found at any time, or be enforceable by anyone, and shall be
entitled to all the benefits of this Ordinance equally and
proportionately with any and all other Bonds duly issued under
this Ordinance.
(e) Authority for Issuing Replacement Bonds. In accor-
dance with Section 6 of Vernon' s Ann. Tex. Civ. St. Art.
717k-6, this Section 12 of this Ordinance shall constitute
authority for the issuance of any such replacement bond without
necessity of further action by the governing body of the Issuer
or any other body or person, and the duty of the replacement of
such bonds is hereby authorized and imposed upon the Paying
Agent/ Registrar, and the Paying Agent/Registrar shall authen-
ticate and deliver such Bonds in the form and manner and with
the effect, as provided in Section 4( a) of this Ordinance for
Bonds issued in exchange for other Bonds.
Section 14. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS;
BOND COUNSEL' S OPINION, AND CUSIP NUMBERS. The Mayor of the
Issuer is hereby authorized to have control of the Bonds
initially issued and delivered hereunder and all necessary
records and proceedings pertaining to the Bonds pending their
delivery and their investigation, examination, and approval by
the Attorney General of the State of Texas, and their registra-
tion by the Comptroller of Public Accounts of the State of
Texas. Upon registration of the Bonds said Comptroller of
23
Public Accounts (or a deputy designated in writing to act for
said Comptroller) shall manually sign the Comptroller' s
Registration Certificate attached to such Bonds, and the seal
of said Comptroller shall be impressed, or placed in facsimile,
on such Certificate. The approving legal opinion of the
Issuer' s Bond Counsel and the assigned CUSIP numbers may, at
the option of the Issuer, be printed on the Bonds issued and
delivered under this Ordinance, but neither shall have any
legal effect, and shall be solely for the convenience and
information of the registered owners of the Bonds.
Section 15 . NO ARBITRAGE. The Issuer covenants to and
with the registered owners of the Bonds that it will make no
use of the proceeds of the Bonds at any time throughout the
term of this issue of Bonds which, if such use had been reason-
ably expected on the date of delivery of the Bonds to and
payment for the Bonds by the purchasers, would have caused the
Bonds to be arbitrage bonds within the meaning of Section
103 (c) of the Internal Revenue Code of 1954, as amended, or any
regulations or rulings pertaining thereto; and by this covenant
the Issuer is obligated to comply with the requirements of the
aforesaid Section 103 (c) and all applicable and pertinent
Department of the Treasury regulations relating to arbitrage
bonds. The Issuer further covenants that the proceeds of the
Bonds will not otherwise be used directly or indirectly so as
to cause all or any part of the Bonds to be or become arbitrage
bonds within the meaning of the aforesaid Section 103 (c ) , or
any regulations or rulings pertaining thereto. The Mayor of
the City is hereby authorized and directed to execute a
No-Arbitrage Certificate as shall be approved by the City' s
Bond Counsel and the Mayor of the City. After execution and
delivery, the provisions of said Certificate shall constitute
covenants of the City to the extent set forth therein, and
shall evidence the expectations of the City the same as if set
forth at this place.
Section 16. SALE OF BONDS. The Bonds are hereby sold and
shall be delivered to Underwood, Neuhaus & Co. Incorporated and
(the "Underwriters" ) at a price of
$ and accrued interest thereon to date of delivery,
pursuant to the terms and provisions of a Purchase Contract
presented at this meeting) which the Mayor of the Issuer is
hereby authorized and directed to execute and deliver and which
the City Secretary of the Issuer is hereby authorized and
directed to attest. It is hereby officially found, determined,
and declared that the terms of this sale are the most advanta-
geous reasonably obtainable. The Bonds shall initially be
registered in the name of Underwood, Neuhaus & Co.
Incorporated. The officers of the Issuer are hereby authorized
and directed to execute and deliver such certificates,
instructions, or other instruments as are required or necessary
to accomplish the purposes of this Ordinance, the Purchase
Contract, the Official Statement, or the Escrow Agreement.
24
Section 17 . APPROVAL OF OEFICIAL STATEMENT. The Issuer
hereby approves the form and content of the Official Statement
relating to the Bonds, and any addenda, supplement, or
amendment thereto and approves the distribution of such Offi-
cial Statement in the reoffering of the Bonds by the Under-
writers in final form, with such changes therein or additions
thereto as the officer executing the same may deem advisable,
such determination to be conclusively evidenced by his execu-
tion thereof. It is further officially found determined and
declared that the statements and representations contained in
said Official Statement are true and correct in all material
respects to the best knowledge and belief of the Council .
Section 18. APPROVAL OE ESCROW AGREEMENT AND TRANSFER OF
FUNDS. The Mayor of the Issuer is hereby authorized and
directed to execute and deliver and the City Secretary is
hereby authorized and directed to attest an Escrow Agreement in
substantially the form presented at this meeting. In addition,
the Mayor, City Manager, or Director of Finance of the City are
authorized to execute such subscriptions for the purchase of
United States Treasury Securities, State and Loca1 Government
Series, as may be necessary for the Escrow Fund, and that the
Issuer may also purchase from Underwood, Neuhaus & Co.
Incorporated for investment in the Escrow Fund such obligations
of the United States of America or any of its agencies, or such
obligations fully guaranteed by the United States of America
that will be appropriate open market investments for such
Escrow Eund. In addition, officials of the Issuer are
directed, upon delivery of the Bonds, to transfer to Texas
Commerce Bank National Association, Houston, Texas, as Escrow
Agent under the Escrow Agreement from the funds on hand an
amount necessary to purchase such open market investments,
which amount shall be deposited in the Escrow Fund and used in
accordance with the provisions of the Escrow Agreement.
Section 19 . CONSIDERATIONS OF REFUNDING. The Council
hereby finds that by refunding the Refunded Bonds the Issuer
will (i ) lower the annual debt service requirements with
respect to its general tax obligations and (ii ) restructure its
debt service in a manner which will allow the issuance of
additional bond issues without a tax rate increase or with a
smaller increase than would otherwise be required,
Section 20. NOTICE OF REDEMPTION. There is attached to
this Ordinance as Exhibit B and made a part hereof for all
purposes a Notice of Prior Redemption of Bonds for the Refunded
Bonds to be redeemed prior to stated maturity and such bonds
described in said Notice of Prior Redemption are hereby called
for redemption and shall be redeemed prior to maturity on the
date, at the place and at the price as set forth therein.
Section 21 . NOTICE TO PAYING AGENT AND REGISTERED OWNERS
AND PUBLICATION. The Refunded Bonds described in Exhibit B
attached hereto are so called for redemption and Texas Commerce
25
Bank National Association, Houston, Texas, is hereby directed
to make appropriate arrangements so that such Refunded Bonds
may be redeemed at said bank on the redemption date. A copy of
such Notice of Prior Redemption shall be delivered to the
paying agent bank so mentioned, and a copy of such Notice of
Prior Redemption shall be published in a financial publication
published in the City of New York, New York, or otherwise as
provided in the appropriate order, resolution, or ordinance
authorizing the called Refunded Bonds.
Section 22 . ORDINANCE A CONTRACT; AMENDMENTS. This
Ordinance shall constitute a contract with the Owners, from
time to time, of the Bonds, binding on the City and its
successors and assigns, and shall not be amended or repealed by
the City as long as any Bond remains outstanding except as
permitted in this Section. The City may, without the consent
of or notice to any owners, amend, change, or modify this
Ordinance as may be required (i ) by the provisions hereof, (ii )
in connection with the issuance of any additional bonds, (iii )
for the purpose of curing any ambiguity, inconsistency, or
formal defect or omission herein, or (iv) in connection with
any other change which is not to the prejudice of the Owners.
The City may, with the written consent of the Owners of a
majority in aggregate principal amount of Bonds then
outstanding affected thereby, and the insurer of any Bonds
amend, change, modify, or rescind any provisions of this
Ordinance; provided that without the consent of all of the
Owners affected, no such amendment, change, modification, or
rescission shall (i ) extend the time or times of payment of the
principal of and interest on the Bonds, reduce the principal
amount thereof to the rate of interest thereon, or in any other
way modify the terms of payment of the principal of or interest
on Additional Bonds on a parity with the lien of the Bonds,
(ii ) give any preference of any Bond over any other Bond, ( iii )
extend any waiver of default to subsequent defaults, or (iv)
reduce the aggregate principal amount of Bonds required for
consent to any such amendment, change, modification, or
rescission. Whenever the City shall desire to make any
amendment or addition to or rescission of this Ordinance
requiring consent of the Owners, the City shall cause notice of
the amendment, addition, or rescission to be given as described
above for a notice of redemption. Whenever at any time within
one year after the date of the giving of such notice, the City
shall receive an instrument or instruments in writing executed
by the Owners of a majority in aggregate principal amount of
the Bonds then outstanding affected by any such amendment,
addition, or rescission requiring the consent of Owners of
Bonds, which instrument or instruments shall refer to the
proposed amendment, addition, or rescission described in such
notice and shall specifically consent to and approve the
adoption thereof in substantially the form of the copy thereof
referred to in such notice, thereupon, but not otherwise, the
City may adopt such amendment, addition, or rescission in
substantially such form, except as herein provided. No Owner
26