HomeMy WebLinkAbout1080 04-28-1992ORDINANCE NO. 1080
AN ORDINANCE approving and authorizing the execution
and delivery of "CITY OF EULESS, TEXAS, PUBLIC
PROPERTY FINANCE CONTRACTUAL OBLIGATIONS, SERIES
1992 "; 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 distribution of an
Offering Memorandum; and declaring an emergency.
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 with 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 acquisition, 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 EULESS,
TEXAS:
SECTION 1: Contract Authorization - Contract Amount -
Property Identification. Contractual obligations, aggregating
in amount $450,000 (the "Aggregate Contract Amount ") and
entitled "City of Euless, Texas, Public Property Finance
Contractual Obligations, Series 1992" (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 15 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 City (the "Property ");
all in accordance with and pursuant to authority 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 April 15, 1992 (the "Contract
Date "), and, except for the Initial Contracts 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 1
in the amounts and interest shall accrue on such Installment
Amounts at per annum rate(s) as follows:
Interest
Payment Date Installment Amount Rate
1993
$ 35,000
5.40%
1994
35,000
5.40%
1995
40,000
5.40%
1996
40,000
5.40%
1997
45,000
5.45%
1998
45,000
5.45%
1999
50,000
5.60%
2000
50,000
5.75%
2001
55,000
5.75%
2002
55,000
5.75%
Interest on the unpaid Installment Amounts shall accrue
from the date of delivery to the Initial Contracting Party
(which date shall be the registration date noted on the Initial
Contract in the "Registration Certificate of Paying
Agent /Registrar" to appear thereon) at the per annum rate(s)
shown above in this Section (computed on the basis of a 360 -day
year of twelve 30 -day months). Interest on the Contracts shall
be payable on February 1 and August 1 in each year, commencing
February 1, 1993.
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 United 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.
-2-
The selection and appointment of Ameritrust Texas 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
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.
Interest on each definitive Contract shall accrue from the
latest interest payment date that interest thereon has been
paid that precedes the registration date appearing on such
Contract in the "Registration Certificate of Paying
Agent /Registrar" (Section 9D hereof), unless the registration
date appearing thereon is an interest payment date for which
interest is being paid, in which case interest on such Contract
shall accrue from the registration date thereon and provided
further that interest on such definitive Contracts having a
registration date prior to the first interest payment date
shall accrue from the date of delivery of the Contracts to the
Initial Contracting Party thereof.
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 15th 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 office of the
Paying Agent /Registrar designated for the payment and
assignment of the Contracts 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 institutions are
authorized to close; and payment on such date shall have the
same force and effect as if made on the original date payment
was due.
-3-
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 shall not be
subject to prepayment prior to their Payment Dates at the
option of the City.
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, as provided
herein and in accordance with the provisions of an agreement
with the Paying Agent /Registrar and such rules and regulations
as the Paying Agent /Registrar and the City may prescribe. The
Paying Agent /Registrar shall obtain, record, and maintain in
the 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 /Registrar 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 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.
-4-
Contracts may be exchanged for Contracts of other
authorized amounts and 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. 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
registration and delivery thereof, such Contracts shall be the
valid obligations of the City, evidencing the same obligation
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," 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" shall 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 11 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, with the seal of the City 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,
-5-
notwithstanding a change in persons holding such offices at the
time of delivery of the Contracts to the Initial Contracting
Party and with respect to Contracts delivered 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 9C) and /or the Paying Agent /Registrar (substantially in
the form provided in Section 9D), 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
of Public Accounts and /or the Paying Agent /Registrar, as the
case may be, shall be conclusive evidence, and the only
evidence, that such Contract has been duly certified,
registered and delivered.
Notwithstanding the above and foregoing paragraph, the
Initial Contract authorized for delivery to the Initial
Contracting Party in Section 8 hereof shall have printed
thereon both Certificates of Registration appearing in Sections
9C and 9D hereof, and both such certifications shall be
required to be manually executed in connection with the initial
delivery of the Initial Contract to the Initial Contracting
Party and both such certificates appearing on the Initial
Contract, duly signed, shall be conclusive evidence that such
Initial Contract has been duly certified, registered and
delivered.
SECTION 7; Book -Entry Only Transfers and Transactions.
Notwithstanding the provisions contained in Sections -3 and S
hereof relating to the payment and transfer /exchange of the
Contracts, the City hereby approves and authorizes the use of
"Book -Entry Only" securities clearance, settlement and transfer
system provided by The Depository Trust Company (DTC), a
limited purpose trust company organized under the laws of the
State of New York, in accordance with the requirements and
procedures identified in the Letter of Representation, by and
between the City, the Paying Agent /Registrar and DTC (the
"Depository Agreement ") relating to the Contracts.
Pursuant to the Depository Agreement and the rules of
DTC, the Contracts shall be deposited with DTC who shall hold
said Contracts for its participants (the "DTC Participants ").
While the Contracts are held by DTC under the Depository
Agreement, the Holder of the Contracts on the Security Register
for all purposes, including payment and notices, shall be Cede
& Co., as nominee of DTC, notwithstanding the ownership of each
actual purchaser or owner of each Contract (the "Beneficial
Owners ") being recorded in the records of DTC and DTC
Participants.
In the event DTC determines to discontinue serving as
securities depository for the Contracts or otherwise ceases to
provide book -entry clearance and settlement of securities
transactions in general or the City determines that DTC is
incapable of properly discharging its duties as securities
depository for the Contracts, the City covenants and agrees
with the Holders of the Contracts to cause Contracts to be
printed in definitive form and provide for the Contract
certificates to be issued and delivered to DTC Participants and
Beneficial Owners, as the case may be. Thereafter, the
Contracts in definitive form shall be assigned, transferred and
exchanged on the Security Register maintained by the Paying
Agent /Registrar and payment of such Contracts shall be made in
accordance with the provisions of Sections 3 and 5 hereof.
SECTION 8: 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 -1 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 9: 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
-7-
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
insurance legends in the event the Contracts, or any
installment amounts thereof, are purchased with insurance and
any reproduction of an opinion of counsel) thereon as may,
consistently herewith, be determined by the officers executing
and delivering such Contracts as evidenced by their execution.
The definitive Contracts and the Initial Contract shall be
printed, lithographed, or engraved, typewritten, photocopied or
otherwise reproduced in any other similar manner, all as
determined by the officers executing such Contracts as
evidenced by their execution thereof.
B. General Contract Form.
REGISTERED
NO.
REGISTERED
UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF EULESS, TEXAS,
PUBLIC PROPERTY FINANCE CONTRACTUAL OBLIGATION
SERIES 1992
Contract Date:
April 15, 1992
Contracting Party:
Installment Amount:
Interest Rate: Payment Date: CUSIP NO:
DOLLARS
The City of Euless (hereinafter referred to as the
"City "), a body corporate and municipal corporation in the
County of Tarrant, 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 interest payment date next
preceding the "Registration Date" of this Contract appearing
below (unless this Contract bears a "Registration Date" as of
an interest payment date, in which case it shall bear interest
from such date, or unless this Contract is authenticated prior
to February 1, 1993, in which case it shall bear interest from
the date of its delivery, or the delivery of a Predecessor
Contract, to the Initial Contracting Party) 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 1 and August 1 in each year, commencing
February 1, 1993. The Installment Amount is payable on the
Payment Date noted above to the Contracting Party upon
presentation and surrender of this Contract to the Designated
Payment /Transfer Office of the Paying Agent /Registrar executing
the registration certificate appearing hereon, 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 15th 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 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 United
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 $450,000 (herein referred to as the "Contracts "),
executed and delivered to finance the acquisition, use or
purchase of personal property, under and in strict conformity
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 City Council of the City (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, within the
limitations prescribed by law, upon all taxable property in the
City. 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 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 Contracts 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.
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, with 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.
-10-
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 properly done, have happened and have been performed
in regular and due time, form and manner as required by the
Constitution and laws of the State of Texas, and the Ordinance;
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
the remaining provisions 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 EULESS, TEXAS
ATTEST: Mayor
City Secretary
(SEAL)
-11-
C. *Form of Registration Certificate of Comptroller
of Public Accounts to appear on Initial Contract
only.
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 validity 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 definitive Contracts
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 General of the State of
Texas and registered by the Comptroller of Public Accounts, as
shown by the records of the Paying Agent /Registrar.
The principal offices of the Paying Agent /Registrar in
Dallas, Texas is the "Designated Payment /Transfer Office" for
this Contract.
Registration Date:
AMERITRUST TEXAS NATIONAL
ASSOCIATION,
as Paying Agent /Registrar
By
-12-
Authorized Signature
E. Form of Assignment.
ASSIGNMENT
FOR
VALUE RECEIVED
the undersigned
hereby sells,
assigns,
and transfers
unto (Print or
typewrite name,
address,
.............................
and zip code of
transferee:) .....................
...............................
............................. ...............................
(Social Security or other identifying number: .............
........................) the within Contract and all rights
thereunder, and hereby irrevocably constitutes and appoints
............................. ...............................
attorney to transfer the within Contract on the books kept
for registration thereof, with full power of substitution in
the premises.
DATED: ..................
Signature guaranteed:
F.
. ...............................
NOTICE: The signature on this
assignment must correspond with
the name of the registered party
as it appears on the face of the
within Contract in every
particular.
The Initial Contract shall be in the form set forth in
paragraph B of this Section, except that the form of the
single fullv registered Initial Contract shall be modified
as follows:
(i) immediately under the headings "Interest Rate "
and "Payment Date " shall both be omitted;
(ii) Paragraph one shall read as follows:
Contracting Party:
Contract Amount:
Dollars
The City of Euless (hereinafter referred to as the
"City "), a body corporate and municipal corporation in the
County of Tarrant, 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 hereinabve
stated on the Payment Dates and in Installment Amounts in
accordance with the following schedule:
-13-
INTEREST
PAYMENT DATES INSTALLMENT AMOUNTS RATE
(Information to be inserted from
schedule in Section 2 hereof).
(without right of prepayment) and to pay interest on such
unpaid Annual Installment Amounts from the interest payment
date next preceding the "Registration Date" of this Contract
appearing below (unless this Contract bears a "Registration
Date" as of an interest payment date, in which case it shall
bear interest from such date, or unless this Contract is
authenticated prior to February 1, 1993, in which case it shall
bear interest from the date of its delivery, or the delivery of
a Predecessor Contract, to the Initial Contracting Party) 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 1 and August 1 in each
year, commencing February 1, 1993. The Installment Amounts are
payable on the Payment Dates noted above to the Contracting
Party named above or the assigns thereof by Ameritrust Texas
National Association (the "Paying Agent /Registrar "), upon the
presentation and surrender of this obligation, at its principal
offices in Dallas, Texas (the "Designated Payment /Transfer
Office "). 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 15th 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 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 10: 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 City,
within the limitations 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
-14-
amount equal to 20 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 City at all times while the Contracts are Outstanding, and
the taxes collected annually for the payment of the Contracts
shall be deposited to the credit of a "Special 1992 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 deposit 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 11: 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
for such mutilated Contract, or in lieu of and in substitution
for such destroyed, lost or stolen Contract, only upon the
approval of the City and 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 authenticity of the
ownership thereof and (ii) 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 Contracts; notwithstanding the
enforceability of payment by anyone of the destroyed, lost, or
stolen Contracts.
-15-
SECTION 12: Satisfaction of Obligation of City. If the
City shall pay or 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 obligations of the City to the
Contracting Parties shall 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 with all interest due thereon, shall have been
irrevocably deposited with and held in trust by the Paying
Agent /Registrar, or an authorized escrow agent, or
(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 148 of the Internal
Revenue Code of 1986, as amended, or regulations adopted
pursuant thereto.
Any moneys so deposited with the Paying Agent/ Registrar,
or an authorized escrow agent, and all income from Government
Securities held in trust by the Paying Agent /Registrar, or an
authorized escrow agent, pursuant to this Section which is 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.
-16-
SECTION 13: 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 time to time and at any
time, amend this Ordinance in any manner not detrimental to the
interests of the Contracting Parties, including 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:
(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 12 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 11 hereof.
SECTION 14: Covenants to Maintain Tax - Exempt Status.
(a) Definitions. when used in this Section 14, the
following terms have the following meanings:
-17-
"Code" means the Internal Revenue Code of 1986,
as amended by all legislation, if any, enacted on or
before the Issue Date.
"Computation Date" has the meaning stated in
Treas. Reg. § 1.148- 8T(b)(1).
"Gross Proceeds" has the meaning stated in
Treas. Reg. § 1.148- 8T(d).
"Investment" has the meaning stated in Treas.
Reg. § 1.148- 8T(e).
"Issue Date" means the date the Contracts are
first authenticated and delivered to the Initial
Contracting Party.
"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.
"Yield of"
(1) any Investment shall be computed in
accordance with Treas. Reg. §1.148 -2T, and
(2) the Contracts has the meaning stated
in Treas. Reg. § 1.148 -3T.
(b) Not to Cause Interest to Become Taxable. The City
shall not use, permit the use of, or omit to use Gross Proceeds
or any other amounts (or any property the acquisition,
construction, or improvement of which is to be financed
directly or indirectly with Gross Proceeds) in a manner which,
if made or omitted, respectively, would cause the interest on
any Contract to become includable in the gross income, as
defined in section 61 of the Code, of the owner thereof for
federal income tax purposes. Without limiting the generality
of the foregoing, unless and until the City shall have received
a written opinion of counsel nationally recognized in the field
of municipal bond law to the effect that failure to comply with
such covenant will not adversely affect the exclusion of
interest on any Contract from gross income for federal income
tax purposes pursuant to Section 103(a) of the Code, the City
shall comply with each of the specific covenants in this
Section.
-18-
(c) No Private Use or Private Payments. Except as
permitted by section 141 of the Code and the regulations and
rulings thereunder, the City shall, at all times prior to the
last Stated Maturity of Contracts,
(1) exclusively own, operate, and possess all
property the acquisition, construction, or
improvement of which is to be financed directly or
indirectly with Gross Proceeds of the Contracts and
not use or permit the use of such Gross Proceeds or
any property acquired, constructed, or improved 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 the acquisition,
construction, or improvement of which is to be
financed directly or indirectly with such Gross
Proceeds, other than taxes of general application
within the City or interest earned on investments
acquired with such Gross Proceeds pending application
for their intended purposes.
(d) No Private Loan. Except to the extent permitted by
section 141 of the Code and the regulations and rulings
thereunder, the City shall not use Gross Proceeds of the
Contracts to make or finance loans to any person or entity
other than a state or local government. For purposes of the
foregoing covenant, such Gross Proceeds are considered to be
"loaned" to a person or entity if (1) property acquired,
constructed, or improved with such Gross Proceeds is sold or
leased to such person or entity in a transaction which creates
a debt for federal income tax purposes, (2) capacity in or
service from such property is committed to such person or
entity under a take -or -pay, output, or similar contract or
arrangement, or (3) indirect benefits, or burdens and benefits
of ownership, of such Gross Proceeds or any property acquired,
constructed, or improved with such Gross Proceeds are otherwise
transferred in a transaction which is the economic equivalent
of a loan.
(e) Not to Invest at Higher Yield. Except to the extent
permitted by section 148 of the Code and the regulations and
rulings thereunder, the City shall not, at any time prior to
the final Stated Maturity of the Contracts, directly or
indirectly invest Gross Proceeds of the Contracts in any
Investment (or use such Gross Proceeds to replace money so
-19-
invested), if as a result of such investment the Yield of all
Investments allocated to such Gross Proceeds whether then held
or previously disposed of, exceeds the Yield of the Contracts.
(f) Not Federally Guaranteed. Except to the extent
permitted by section 149(b) of the Code and the regulations and
rulings thereunder, the City shall not take or omit to take any
action which would cause the Contracts to be federally
guaranteed within the meaning of Section 149(b) of the Code and
the regulations and rulings thereunder.
(g) Information Report. The City shall timely file with
the Secretary of the Treasury the information required by
section 149(e) of the Code with respect to the Contracts on
such form and in such place as such Secretary may prescribe.
(h) No Rebate Required. The City warrants and represents
that it satisfies the requirements of paragraph (2) and (3) of
section 148(f) of the Code with respect to the Contracts
without making the payments for the United States described in
such section. Specifically, the City warrants and represents
that
(1) the City is a governmental unit with
general taxing powers;
(2) at least 95% of the Gross Proceeds of the
Contracts will be used for the local 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 in which the Contracts are issued is
not reasonably expected to exceed $5,000,000.
SECTION 15: Contracting Party. The Contracts herein
authorized shall be initially executed and delivered to Barre &
Company, Incorporated (herein referred to as the "Initial
Contracting Party ") against payment of 990 of the Aggregate
Contract Amount.
The Aggregate Contract Amount shall be deposited in a
"Public Property Finance Contracts Acquisition Fund" maintained
at the City's depository bank. Pending expenditure for
authorized purposes, such amount may be invested in authorized
investments and any investment earnings realized may be
expended for such authorized purposes or deposited in the
Sinking Fund as shall be determined by the City Council. All
surplus proceeds of sale of the Contracts, including investment
earnings, remaining after the acquisition of all property shall
be deposited to the credit of the Sinking Fund.
-20-
SECTION 16: 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, Mayor Pro Tem, City Secretary,
City Manager and Director of Finance and Human Resources, any
one 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 expectations
pertaining to the use, expenditure 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 17: 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 1992
will not exceed $10,000,000.
SECTION 18: Offering Memorandum. The Offering
Memorandum prepared in the initial offering and sale 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 City Council 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. The use of such Offering
Memorandum in the reoffering of the Contracts by the Initial
Contracting Party is hereby approved and authorized.
-21-
SECTION 19: 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
for notice in any manner, such notice may be waived in writing
by the Contracting Party entitled to receive such notice,
either before or after the event with respect to which such
notice is given, and such waiver shall be the equivalent of
such notice. Waivers of notice by 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 20: Cancellation. All Contracts surrendered
for payment, prepayment, transfer, exchange, or replacement, if
surrendered to the Paying Agent /Registrar, shall be promptly
cancelled by it and, if surrendered to the City, shall be
delivered to the Paying Agent /Registrar and, if not already
cancelled, shall be promptly cancelled by the Paying
Agent /Registrar. The City may at any time deliver to the
Paying Agent /Registrar for cancellation any Contracts
previously certified or registered and delivered which the City
may have acquired in any manner whatsoever, and all Contracts
so delivered shall be promptly cancelled by the Paying
Agent /Registrar. All cancelled Contracts held by the Paying
Agent /Registrar shall be returned to the City.
SECTION 21: Printed Opinion. The Initial Contracting
Party's obligation to accept delivery of the Contracts is
subject to being furnished a final opinion of Fulbright &
Jaworski, Attorneys, Dallas, Texas, approving the Contracts as
to their validity, said opinion to be dated and delivered as of
the date of delivery and payment for the Contracts. Printing
of a true and correct reproduction of said opinion on the
reverse side of each of the definitive Contracts is hereby
approved and authorized.
SECTION 22: CUSIP Numbers. CUSIP numbers may be
printed or typed on the definitive Contracts. It is expressly
provided, however, that the presence or absence of CUSIP
-22-
numbers on the definitive Contracts shall be of no significance
or effect as regards the legality thereof and neither the City
nor attorneys approving the Contracts as to legality are to be
held responsible for CUSIP numbers incorrectly printed or typed
on the definitive Contracts.
SECTION 23: Benefits of Ordinance. Nothing in this
Ordinance, expressed or implied, is intended or shall be
construed to confer upon any person other than the City, the
Paying Agent /Registrar and the 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 29: 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 25: 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 26: Effect of Headings. The Section headings
herein are for convenience only and shall not affect the
construction hereof.
SECTION 27: 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 28: 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 circumstances shall nevertheless
be valid, and the City Council hereby declares that this
Ordinance would have been enacted without such invalid
provision.
SECTION 29: 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
-23-
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 30: Emergency. The public importance of this
measure and the fact there is an urgent need to acquire the
fire truck and ambulance with the proceeds of the Contracts at
the earliest possible date to preserve and protect the safety
and health of the citizens of the City constitute and create an
emergency relating to the immediate preservation of the public
peace, health and safety requiring that the Charter rule for
reading ordinances at two (2) regular meetings be dispensed
with and such Charter rule is hereby dispensed with and this
Ordinance is passed as an emergency measure in accordance with
the City's Charter and shall take effect immediately upon its
adoption and execution without a second reading.
PASSED AND ADOPTED by a favorable vote of four
councilmembers, this April 28, 1992.
ATTEST:
City ary ,
(City Seal)
65765
CITY OF EULESS, TEXAS
MY /
-24-
EXHIBIT "A"
LIST OF PROPERTY
Description of
Estimated
Acquisition
Property
Cost
Date
Fire Truck
$308,000
May 29, 1992
Ambulance
90,000
July 31, 1992
Computer Equipment
15,000
June 30, 1992
Asphalt Paver
22,000
June 30, 1992
6662.