HomeMy WebLinkAbout2014-04-01 - Regular City CouncilMINUTES OF REGULAR BUSINESS MEETING
City of Stephenville - City Council
Tuesday, April 1, 2014, 5:30 P.M.
The City Council of the City of Stephenville, Texas, convened on April 1, 2014, at 5:30 p.m., in the
Council Chambers at City Hall, 298 West Washington Street, for the purpose of a Regular Business
Meeting, with the meeting being open to the public and notice of said meeting, giving the date, time,
place and subject thereof, having been posted as prescribed by Chapter 551, Government Code,
Vernon's Texas Codes Annotated, with the following members present, to wit:
Mayor
Jerry K. Weldon II
Mayor Pro -Tem
Malcolm Cross
Council members
Casey Hogan
Doug Svien
Russ McDanel
Brady Pendleton
Alan Nix
Scott Evans
Others Attending
Mark A. Kaiser, City Administrator
Randy Thomas, City Attorney
Cindy L. Stafford, City Secretary
I. Call to Order. The meeting of the Stephenville City Council was called to order at 5:30
p.m. on Tuesday, April 1, 2014, by Mayor Weldon, who welcomed the 60+ Tarleton
students attending the meeting.
II. Citizens' General Discussion. Fredie Goble, 413 Bluebonnet, Stephenville, Texas, asked
what procedure would be taken if Brady Pendleton were elected mayor, and how the
council would go about deciding how to fill the vacancy on Place 7. City Administrator
Kaiser explained that the council would have an opportunity to appoint someone or
leave it vacant until the next election.
Goble's second question was if the former Fire Station No. 2 at Harbin Drive and Frey
Street had been sold; and if so, if bids were taken. Kaiser explained that the adjoining
property owner—in this case, Texas A&M University System—had the right of first
refusal to buy the property. Upon appraisals being submitted, TAMU purchased the
property.
III. Stephenville Historical Museum Annual Report and Presentation of Budget—Kate
Barton, Board President
Kate Barton, acknowledged fellow museum board members—Dianne Wilson, Russell
Pfau, Sherry Knight, and Dorothy Farrar—who were present.
Regular Business Meeting April 1, 2014
Stephenville City Council
Barton reported more than an estimate 6,500 guests on museum grounds in 2013.
These guests were from 6 countries, 26 states, and more than 100 Texas cities. The
museum board consists of 18 members, and the museum employs a part-time office
manager, a weekend docent, and a custodian.
Fundraising Initiatives:
• Pathway to the Past Brick Sidewalk Fundraiser.
• Oxford House Soup Supper. The first annual supper was held in January which
raised $5,100 for exterior renovations to Oxford House.
• Motorcycle Fun Run. Profit from this event benefits the Oxford House
Preservation Project.
Activities for 2014 include:
• The Native and Heirloom Plant Fair on April 12
• Camp Pioneer, June 9-12
• By Gone Days on the Bosque, October 11
The 2014 Proposed Budget is as follows:
Income
Donations $
8,000.00
Grants
6,000.00
Hotel Occupancy Tax
48,000.00
Special Events/Fundraising
5,000.00
Sales
750.00
Rentals
5,000.00
Interest Income
75.00
Total Income
Operating Expenses
Salaries
$ 23,500.00
Maintenance
22,250.00
Sales/Payroll Taxes
1,705.00
Legal/Accounting
1,560.00
Special Events/Fundraising
2,000.00
Office Supplies/Expenses
2,000.00
Advertising
1,900.00
Insurance
1,110.00
Utilities/City Maintenance
16,000.00
Professional Dues
500.00
Miscellaneous Supplies
300.00
Total Income
Regular Business Meeting April 1, 2014
Stephenville City Council
$72,825.00
$72,825.00
MOTION by Alan Nix, second by Russ McDanel, to accept the report and approve the
budget. MOTION CARRIED by unanimous vote .
IV. PLANNING AND ZONING COMMISSION
A. Consider Annexation of 420 Acres of Land from the M. R. Williams Survey, located
within the Area E of the Master Annexation Plan and Adoption of Ordinance No.
2014-06 Setting First Public Hearing
Betty Chew, Director of Community Development, reported that this property is owned
by Texas A&M University System. Chew highlighted provisions of the Plan of Service for
the extension of the municipal services into the area to be annexed.
Tye Minkler, Vice President for Finance and Administration at Tarleton State University,
thanked the council for considering this issue.
MOTION by Alan Nix, second by Casey Hogan, to approve Ordinance No. 2014-06.
MOTION CARRIED by unanimous vote.
B. PUBLIC HEARING to consider request to rezone from R-1 "Single Family Residential
District" to B-2 "Retail and Commercial Business District" Lot 18, Block 145, City
Addition, located at 245 Meador Lane
Mayor Weldon opened a public hearing. Chew reported that the Planning and Zoning
Commission recommends approval of this rezoning request.
Speaking in Favor of Rezoning: No one.
Speaking in Opposition to Rezoning: No one.
Mayor Weldon closed the public hearing.
C. Consider Adopting Ordinance No. 2014-_ Rezoning from R-1 "Single Family
Residential District" to B-2 "Retail and Commercial Business District" Lot 18, Block
145, City Addition, located at 245 Meador Lane
MOTION by Russ McDanel, second by Alan Nix, to approve Ordinance No. 2014-07.
MOTION CARRIED by unanimous vote.
V. Consider and take action on an ordinance (No. 2014-_) authorizing the issuance of
the City's General Obligation Refunding Bonds Series 2014; appointing a
representative of the City and delegating to the representative certain matters with
respect to the sale of the Bonds; establishing parameters for the approval of such
delegated matters; approving the use of an escrow agreement and a paying
agent/registrar agreement; engaging bond counsel; providing for the pledge of tax
revenues for the payment of the Bonds; and enacting other provisions relating to the
Issuance and sale of the Bonds
Regular Business Meeting April 1, 2014
Stephenville City Council
Eric Macha with First Southwest Company, explained that one of their duties as the
city's financial adviser is to monitor the city's debt for possible refunding and
refinancing opportunities. This particular one is a parameter bond sale whereby the
council establishes the following parameters:
• Maximum interest rate
• Minimum savings threshold for refunding
• Aggregate principal amount of issue
• Final maturity date
• Expiration of delegated authority at six months
MOTION by Alan Nix, second by Casey Hogan, to adopt Ordinance No. 2014-08.
MOTION CARRIED by unanimous vote.
VI. NOMINATIONS COMMITTEE REPORT
A. Appointment to Planning and Zoning Commission
B. Appointment to Dangerous Buildings Abatement Board
C. Appointment to Building Board
MOTION by Malcolm Cross, second by Scott Evans, to approve the following
appointments:
• Mikah Taylor, Planning and Zoning Commission, Place 7
• Justin Allison, Planning and Zoning Commission, Place 10
• Joseph Hansen, Dangerous Buildings Abatement, Place 4
• Brent Virgin, Building Board, Place 5
VII. FINANCE COMMITTEE REPORT
A. Review of Audit Report. Doug Svien reported that the committee reviewed this
report.
B. Fund Balances. The committee reviewed and approved the fund balances.
C. Investment Advisory Services. MOTION by Doug Svien, second by Russ McDanel, to
approve contract with Patterson & Associates for investment advisory services.
MOTION CARRIED by unanimous vote.
D. Potential Bond Refunding. This matter was addressed by Agenda Item V. above.
E. Pay Plan. The committee will address this matter at its next meeting.
Regular Business Meeting April 1, 2014
Stephenville City Council
VIII. PERSONNEL COMMITTEE REPORT
A. Employment Benefit Package
B. Health Insurance
Mayor Weldon recessed the council meeting at 6:30 p.m. and called to order the
Employee Benefit Trust meeting. The city council reconvened in regular session at 6:37
p.m.
MOTION by Casey Hogan, second by Alan Nix, to fund the employee benefit package for
health insurance with Blue Cross Blue Shield Plan RM 16 for $512.59 per employee per
month for twelve months and dental insurance with Assurant for $24.93 per employee
per month for twelve months. MOTION CARRIED.
C. Evaluation Process for City Attorney, Administrator, and Secretary. Hogan reminded
council members that their completed evaluation forms should be delivered to the
mayor by April 10.
IX. PUBLIC WORKS COMMITTEE REPORT
A. Quantitative Financial Information and Utility Profile. Committee chairman, Alan
Nix, explained that this report includes number of connections, customers, water
usage, production, treatment, etc. and is submitted on an annual basis. MOTION by
Alan Nix, second by Scott Evans, to accept this report. MOTION CARRIED by
unanimous vote.
B. Water Well Monitoring Report. Nix reported that the city monitors nine wells, and
the Middle Trinity Groundwater Conservation District monitors seventeen wells. This
information is shared between the two entities which provides more information
concerning the condition of the aquifer. MOTION by Alan Nix, second by Scott Evans,
to accept this report. MOTION CARRIED by unanimous vote.
C. Water Conservation Plan and Drought Contingency Plan. MOTION by Alan Nix,
second by Casey Hogan, to adopt Ordinance No. 2014-09. MOTION CARRIED by
unanimous vote.
X. PUBLIC HEALTH AND SAFETY COMMITTEE REPORT—Consider Approval of
Memorandum of Agreement Creating Multi -Jurisdictional Emergency Response Team
MOTION by Russ McDanel, second by Casey Hogan, to approve the Agreement Creating
Multi -Jurisdictional Emergency Response Team between the City of Granbury, City of
Stephenville, Erath County Sheriff's Office, Hood County Sheriffs Office and Somervell
County Sheriff's Department. MOTION CARRIED by unanimous vote.
Regular Business Meeting April 1, 2014
Stephenville City Council
XI. Consider 2014 Consumer Price Index Adjustment to Municipal Telecommunications
Right -of -Way Access Line Rates
MOTION by Russ McDanel, second by Alan Nix, to maintain the same access line rates of
Residential: $0.59; Non -Residential: $1.32; and Point -to -Point: $2.01. MOTION CARRIED
by unanimous vote.
XII. CONSENTAGENDA
MOTION by Doug Svien, second by Scott Evans, to approve the consent agenda.
MOTION CARRIED by unanimous vote.
A. Approve Minutes of March 4, 2014 Regular Council Meeting
B. Approve Police Department Grant Application
XIII. Comments by City Administrator
Kaiser expressed appreciation to the participants in the Tarleton Round -Up. He
personally praised the students for their hard work and dedication to the effort. Kaiser
also thanked members of city staff—especially Parks and Rec staff members --who were
on hand to coordinate clean-up efforts throughout the day.
Improvements to the sewer lines in the Lockhart Addition will begin this week.
XIV. Comments by Council members
Casey Hogan thanked all the Tarleton students for their attendance at the meeting. He
also reported that Brady Pendleton is currently representing Texas Farm Bureau in
Washington DC.
Russ McDanel announced the early voting dates for the May 10 City General Election.
XV. EXECUTIVE SESSION. At 7:05 p.m., Mayor Weldon recessed the open portion of the
meeting, and council went into executive session in compliance with the provisions of
the Texas Open Meetings Law, Subchapter D, Government Code, Vernon's Texas
Codes, Annotated, in accordance with Sec. 551.072 Deliberations about Real
Property—Lot 3, Block 55, City Addition, Stephenville, Erath County, Texas
Council reconvened in open session at 7:14 p.m.
XVI. Action taken on matters discussed in executive session (if necessary)
MOTION by Alan Nix, second by Casey Hogan, to authorize the execution of documents
for the purchase of Lot 3, Block 55, City Addition, Stephenville. MOTION CARRIED by
unanimous vote.
Regular Business Meeting April 1, 2014
Stephenville City Council
XVII. Adjourn
Mayor Weldon declared the meeting adjourned at 7:14 p.m.
Jerry K. W I Ion II, Mayor
ATTEST:
r
Cindy L. St rd, City ecret
Regular Business Meeting April 1, 2014
Stephenville City Council
ORDINANCE NO. 2014-06
AN ORDINANCE SETTING A DATE, TIME AND PLACE FOR A PUBLIC HEARING ON THE PROPOSED
ANNEXATION OF CERTAIN PROPERTY BY THE CITY OF STEPHENVILLE, TEXAS, AUTHORIZING AND
DIRECTING THE MAYOR TO PUBLISH NOTICE OF SUCH PUBLIC HEARING.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STEPHENVILLE, TEXAS:
SECTION 1. On the 6th day of May, 2014, at 5:30 p.m. in the City Council
Chamber of the City Hall of the City of Stephenville, Texas, the City Council will hold a
public hearing giving all interested persons the right to appear and be heard on the
proposed annexation by the City of Stephenville, Texas of the following described
property, to -wit:
BEING a 420.0 acre tract of land situated in the M.R. Williams Survey, Abstract
No. 804 and being generally located east of U.S. Highway 281, north of F.M. 8
and west of S.H. 108 in the City of Stephenville, Erath County, Texas, and being
more particularly described as follows:
BEGINNING at the southern point of the corner clip at the northwest corner of
the intersection of U.S. Highway 281 and F.M. 8, being on the arc of a curve to
the left whose center bears South 15 degrees 43 minutes 22 seconds East a
distance of 1,195.0 feet, having a central angle of 57 degrees 33 minutes 51
seconds and a tangent length of 656.5 feet;
THENCE along the north R.O.W. line of said F.M. 8 and along said curve to the
left an arc length of 1,200.6 feet to the Point of Tangency f said curve.
THENCE continuing along said north R.O.W. of F.M. 8, South 16 degrees 42
minutes 47 seconds West a distance of 570.0 feet to the Point of Curvature of a
curve to the right having a central angle of 43 degree 54 minutes 04 seconds, a
radius of 2,240.0 feet and a tangent length of 902.8 feet;
THENCE in a Southerly direction along said curve to the right an arc length of
1,716.3 feet to the Point of Tangency of said curve, being on the south end of a
corner clip at the northwest corner of the intersection of F.M. 8 and College
Farm Road;
THENCE continuing along the north R.O.W. line of F.M. 8, South 60 degrees 36
minutes 51 seconds West, a distance of 91.0 feet to an angle point;
THENCE continuing along the north R.O.W. line of F.M. 8, South 87 degrees 36
minutes 46 seconds West, a distance of 50.0 feet to an angle point;
THENCE continuing along the north R.O.W. line of F.M. 8, South 62 degrees 56
minutes 37 seconds West, a distance of 660.0 feet to a point in the center of the
North Bosque River;
THENCE along the center of the North Bosque River the following;
Annex 420 acres—Page 1
2014
ORDINANCE NO. 2014-07
AN ORDINANCE REZONING THE LAND DESCRIBED FROM THE ZONING CLASSIFICATION OF R-1
"SINGLE FAMILY RESIDENTIAL DISTRCIT" TO B-2 "RETAIL AND COMMERCIAL BUSINESS
DISTRICT".
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STEPHENVILLE, TEXAS:
All that lot, tract or parcel of land being Lot 18, Block 145, City Addition, City of
Stephenville, Erath County, Texas.
And it is hereby rezoned and the zoning classification changed from the classification of R-1
"Single Family Residential District" to B-2 "Retail and Commercial Business District" in
accordance with the Zoning Ordinance of the City of Stephenville.
PASSED AND APPROVED this the 1St day of April, 2014.
ler K. 41don, II, Mayor
ATTEST:
Cindy L. S r
ord, City Sec ry
Reviewed by Mark A. Kaiser
City Administrator
Randy Thomas, City Attorney
Approved as to form and legality
ORDINANCE NO. 2014-08
ORDINANCE OF THE CITY OF STEPHENVILLE, TEXAS
AUTHORIZING THE ISSUANCE OF
CITY OF STEPHENVILLE, TEXAS
GENERAL OBLIGATION REFUNDING BONDS
SERIES 2014
Table of Contents
Section I. Recitals, Amount, Purpose and Designation of the Bonds ..................... 3
Section 2. Delegation to Pricing Officer ............................................ 3
Section 3. Characteristics of the Bonds ............................................ 5
Section 4. Form of Bonds ....................................................... 9
Section 5. Interest and Sinking Fund ............................................. 16
Section 6. Defeasance of Bonds ...................................... I .......... 17
Section 7. Damaged, Mutilated, Lost, Stolen, or Destroyed Bonds ...................... 18
Section 8. Custody, Approval, and Registration of Bonds; Bond Counsel's Opinion and
Engagement of Bond Counsel; CUSIP Numbers; Contingent Insurance Provision,
if Obtained; Attorney General Fee .......................................... 19
Section 9. Covenants Regarding Tax Exemption of Interest on the Bonds ................ 20
Section 10. Sale of Bonds and Approval of Official Statement; Further Procedures ......... 23
Section 11. Compliance with Rule 15c2-12; Alternate Information ..................... 24
Section 12. Method of Amendment .............................................. 27
Section 13. Default and Remedies...............................................28
Section 14. Approval of Escrow Agreement and Transfer of Funds ..................... 29
Section 15. Redemption of Refunded Obligations ................................... 30
Section 16. Appropriation...................................................... 30
Section 17. Severability.......................................................31
Section 18. Effective Date ..................................................... 31
Schedule I Schedule of Eligible Refunded Obligations .............................. S-1
Exhibit A Notice of Redemption ............................................. A-1
ORDINANCE AUTHORIZING THE ISSUANCE OF CITY OF STEPHENVILLE, TEXAS,
GENERAL OBLIGATION REFUNDING BONDS; ESTABLISHING PROCEDURES FOR
THE SALE AND DELIVERY OF THE BONDS; LEVYING AN ANNUAL AD VALOREM
TAX FORTHE PAYMENT OF SAID BONDS; PROVIDING AN EFFECTIVE DATE; AND
ENACTING OTHER PROVISIONS RELATING TO THE SUBJECT
THE STATE OF TEXAS §
ERATH COUNTY §
CITY OF STEPHENVILLE §
WHEREAS, there are presently the outstanding obligations of the City of Stephenville,
Texas (the "Issuer") described in Schedule I attached hereto, collectively, the 'Eligible Refunded
Obligations";
WHEREAS, the Issuer now desires to refund all or part ofthe Eligible Refunded Obligations,
and those Eligible Refunded Obligations designated by the Pricing Officer in the Pricing Certificate,
each as defined below, to be refunded are herein referred to as the "Refunded Obligations";
WHEREAS, Chapter 1207, Texas Government Code, authorizes the Issuerto issue refunding
bonds and to deposit the proceeds from the sale thereof, together with any other available funds or
resources, directly with a paying agent for any of the Refunded Obligations or a trust company or
commercial bank that does not act as a depository for the Issuer and is named in these proceedings,
and such deposit, if made before the payment dates of the Refunded Obligations, shall constitute the
making of firm banking and financial arrangements for the discharge and final payment of the
Refunded Obligations;
WHEREAS, Chapter 1207, Texas Government Code, further authorizes the Issuer to enter
into an escrow agreement with such paying agent for the Refunded Obligations or trust company or
commercial bank 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
or trust company or commercial bank may agree;
WHEREAS, this City Council hereby finds and determines that it is a public purpose and
in the best interests of the Issuer to refund the Refunded Obligations in order to achieve a present
value debt service savings from the refunding, with such savings, among other information and
terms to be included in a pricing certificate (the "Pricing Certificate") to be executed by the Pricing
Officer (hereinafter designated), all in accordance with the provisions of Section 1207.007, Texas
Government Code;
WHEREAS, all the Refunded Obligations mature or are subject to redemption prior to
maturity within 20 years of the date of the bonds hereinafter authorized;
WHEREAS, the bonds hereafter authorized are being issued and delivered pursuant to said
Chapter 1207, Texas Government Code; and
WHEREAS, It is officially found, determined, and declared that the meeting at which this
Ordinance has been adopted was open to the public and public notice of the time, place and subject
matter of the public business to be considered and acted upon at said meeting, including this
Ordinance, was given, all as required by the applicable provisions of Tex. Gov't Code Ann. ch. 551;
Now, Therefore
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STEPHENVILLE, TEXAS:
Section 1. RECITALS, AMOUNT, PURPOSE AND DESIGNATION OF THE BONDS.
(a) The recitals set forth in the preamble hereof are incorporated herein and shall have the
same force and effect as if set forth in this Section.
(b) The bonds of the City of Stephenville, Texas (the "Issuer") are hereby authorized to be
issued and delivered in the aggregate principal amount hereinafter provided for the public purpose
of providing funds to refund a portion of the Issuer's outstanding indebtedness and to pay the costs
incurred in connection with the issuance of the Bonds.
(c) Each bond issued pursuant to this Ordinance shall be designated (subject to the exercise
of the delegated powers provided in Section 3): "CITY OF STEPHENVILLE, TEXAS, GENERAL
OBLIGATION REFUNDING BOND, SERIES 2014," and initially there shall be issued, sold, and
delivered hereunder fully registered Bonds, without interest coupons, payable to the respective
registered owners thereof (with the initial bonds being made payable to the initial purchaser as
described in Section 10 hereof), or to the registered assignee or assignees of said bonds or any
portion or portions thereof (in each case, the "Registered Owner"). The Bonds shall be in the
respective denominations and principal amounts, shall be numbered, shall mature and be payable
on the date or dates in each of the years and in the principal amounts, and shall bear interest to their
respective dates of maturity or redemption prior to maturity at the rates per annum, as set forth in
the Pricing Certificate.
Section 2. DELEGATION TO PRICING OFFICER.
(a) As authorized by Section 1207.007, Texas Government Code, as amended, the City
Manager of the Issuer is hereby authorized to act on behalf of the Issuer in selling and delivering the
Bonds (in such capacity, the City Manager is hereinafter referred to as, and shall for all purposes be,
the "Pricing Officer"), determining which of the Eligible Refunded Obligations shall be refunded
and carrying out the other procedures specified in this Ordinance, including, determining the date
of the Bonds, any additional or different designation or title by which the Bonds shall be known, the
price at which the Bonds will be sold, the years in which the Bonds will mature, the principal
amount to mature in each of such years, the rate of interest to be borne by each such maturity, the
interest payment and record dates, the price and terms upon and at which the Bonds shall be subject
to redemption prior to maturity at the option of the Issuer, as well as any mandatory sinking fund
redemption provisions, and all other matters relating to the issuance, sale, and delivery of the Bonds
and the refunding of the Refunded Bonds, including without limitation establishing the redemption
date for and effecting the redemption of the Refunded Obligations, and obtaining municipal bond
insurance for all or any portion of the Bonds and providing for the terms and provisions thereof
applicable to the Bonds, if such insurance is determined by the Pricing Officer acting with the advice
of the Issuer's financial advisor to be advantageous to the Issuer in selling the Bonds on the most
favorable terms, all of which shall be specified in the Pricing Certificate; provided that:
(i) the aggregate original principal amount of the Bonds shall not exceed
$7,500,000;
(ii) the refunding must produce debt service savings of at least 4% measured on a
present value basis as a percentage of the principal amount of the Refunded
Obligations, and with such savings to be net of any Issuer contribution to the
refunding;
(iii) the "true interest rate" for the Bonds shall not exceed 3.50%;
(iv) no Bond shall mature after June 1, 2019; and
(iv) the delegation made hereby shall expire if not exercised by the Pricing Officer
on or prior to the date that is six months after the adoption of this Ordinance by the
City Council.
(b) In establishing the aggregate principal amount of the Bonds, the Pricing Officer shall
establish an amount not exceeding the amount authorized in Subsection (a) hereof, which shall be
sufficient in amount to provide forthe purposes for which the Bonds are authorized and to pay costs
of issuing the Bonds. The Bonds shall be sold with and subject to such terms as set forth in the
Pricing Certificate..
(c) The Bonds may be sold by public offering (either through a negotiated or competitive
offering) or by private placement. If the Bonds are sold by private placement, the Pricing Certificate
shall so state, and the Pricing Certificate may make changes to this Ordinance to effect such private
placement, includingthe provisions hereof thatpertain to the book -entry -only procedures (including
eliminating the book -entry -only system of registrations, payment and transfers) and to the provisions
of Section 1 I hereof relating to the undertaking of the Issuer in accordance with Rule 15c2-12 of
the Securities and Exchange Commission (the "Rule") (including eliminating or replacing such
undertaking with an agreement to provide alternative disclosure information).
(d) It is hereby found and determined that the refunding of the Refunded Obligations is
advisable and necessary in order to restructure the debt service requirements of the Issuer, and that
the debt service requirements on the Bonds will be less than those on the Refunded Obligations,
resulting in a reduction in the amount of principal and interest which otherwise would be payable.
The Refunded Obligations are subject to redemption, at the option of the Issuer, and the Pricing
Officer is hereby authorized to cause all of the Refunded Obligations to be called for redemption on
the respective date or dates consistent with the savings analysis set forth in Section 3(a)(ii) hereof,
(b) Transfer, Conversion and Exchange. Except as provided in Section 3(d) of this
Ordinance, an authorized representative of the Paying Agent/Registrar shall, before the delivery of
any such Bond, date and manually sign said Bond, and no such Bond shall be deemed to be issued
or outstanding unless such Bond is so executed. The Paying Agent/Registrar promptly shall cancel
all paid Bonds and Bonds surrendered for conversion 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 conversion and exchange of any Bond or portion
thereof, and the Paying Agent/Registrar shall provide forthe printing, execution, and delivery of the
substitute Bonds in the manner prescribed herein. Pursuant to Chapter 1201, Government Code, as
amended, the duty of conversion and exchange of Bonds as aforesaid is hereby imposed upon the
Paying Agent/Registrar, and, upon the execution of said Bond, the converted and exchanged Bond
shall be valid, incontestable, and enforceable in the same manner and with the same effect as the
Bonds that initially were issued and delivered pursuant to this Ordinance, approved by the Attorney
General and registered by the Comptroller of Public Accounts.
(c) 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 Issuer and the Paying Agent/Registrar with respect to the Bonds, and of all
conversions and exchanges of Bonds, and all replacements of Bonds, as provided in this Ordinance.
However, 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 from the Issuer. Notwithstanding the foregoing, any such non-payment of interest
shall constitute and Event of Default, as defined in Section 13 of this Ordinance. 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 registered
owner appearing on the Registration Books at the close of business on the last business day next
preceding the date of mailing of such notice.
(d) 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 registered owners
thereof, (ii) shall be in the denominations, (iii) may be converted and exchanged for other Bonds,
(iv) may be transferred and assigned, (v) shall have the characteristics, (vi) shall be signed, sealed,
executed and authenticated, (vii) the principal 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 FORM OF BOND set forth in this Ordinance. The Bond initially
issued and delivered pursuant to this Ordinance is not required to be, and shall not be, authenticated
by the Paying Agent/Registrar, but on each substitute Bond issued in conversion of and exchange
for any Bond or Bonds issued under this Ordinance the Paying Agent/Registrar shall execute the
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE, in the form set forth in
the FORM OF BOND.
(e) Paving Ayent/ReQistrar. 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 entity to act as and perform the services
of Paying Agent/Registrar for the Bonds wider 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 50 days written notice to the Paying Agent/Registrar, to be
effective not later than 45 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 otherwise 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/Registrar promptly shall transfer and
deliver the Registration Books (ora copy thereof), along with all other pertinent books and records
relating to the Bonds, to the new Paying Agent/Registrar designated and appointed by the Issuer.
Upon any change 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 provisions of this Ordinance, and a certified
copy of this Ordinance shall be delivered to each Paying Agent/Registrar.
(I) Authentication. Except as provided below, no Bond shall be valid or obligatory for any
purpose or be entitled to any security or benefit of this Ordinance unless and until there appears
thereon the Certificate of Paying Agent/Registrar substantially in the form provided in this
Ordinance, duly authenticated by manual execution of the Paying Agent/Registrar. It shall not be
required that the same authorized representative of the Paying Agent/Registrar sign the Certificate
of Paying Agent/Registrar on all of the Bonds. In lieu of the executed Certificate of Paying
Agent/Registrar described above, the Initial Bond delivered on the closing date shall have attached
thereto the Comptroller's Registration Certificate substantially in the form provided in this
Ordinance, manually executed by the Comptroller of Public Accounts of the State of Texas or by
his duly authorized agent, which certificate shall be evidence that the Initial Bond has been duly
approved by the Attorney General of the State of Texas and that it is a valid and binding obligation
of the Issuer, and has been registered by the Comptroller.
(g) Book -Entry Only System. The Bonds issued in exchange for the Bond initially issued
to the initial purchaser specified herein shall be initially issued in the form of a separate single fully
registered Bond for each of the maturities thereof. Upon initial issuance, the ownership of each such
Bond shall be registered in the name of Cede & Co., as nominee of The Depository Trust Company,
New York, New York ("DTC"), and except as provided in subsection (f) hereof, all of the
outstanding Bonds shall be registered in the name of Cede & Co., as nominee of DTC.
With respect to Bonds registered in the name of Cede & Co., as nominee of DTC, the Issuer
and the Paying Agent/Registrar shall have no responsibility or obligation to any securities brokers
and dealers, banks, trust companies, clearing corporations and certain other organizations on whose
behalf DTC was created ("DTC Participant") to hold securities to facilitate the clearance and
settlement of securities transactions among DTC Participants or to any person on behalf of whom
such a DTC Participant holds an interest in the Bonds. Without limiting the immediately preceding
sentence, the Issuer and the Paying Agent/Registrar shall have no responsibility or obligation with
respect to (i) the accuracy of the records of DTC, Cede & Co. or any DTC Participant with respect
to any ownership interest in the Bonds, (ii) the delivery to any DTC Participant or any other person,
other than a Registered Owner of Bonds, as shown on the Registration Books, of any notice with
respect to the Bonds, or (iii) the payment to any DTC Participant or any other person, other than a
Registered Owner of Bonds, as shown in the Registration Books of any amount with respect to
principal of or interest on the Bonds. Notwithstanding any other provision of this Ordinance to the
contrary, the Issuer and the Paying Agent/Registrar shall be entitled to treat and consider the person
in whose name each Bond is registered in the Registration Books as the absolute owner of such
Bond for the purpose of payment of principal and interest with respect to such Bond, for the purpose
of registering transfers with respect to such Bond, and for all other purposes whatsoever. The
Paying Agent/Registrar shall pay all principal of and interest on the Bonds only to or upon the order
of the Registered Owners, as shown in the Registration Books as provided in this Ordinance, ortheir
respective attorneys duly authorized in writing, and all such payments shall be valid and effective
to fully satisfy and discharge the Issuer's obligations with respect to payment of principal of and
interest on the Bonds to the extent of the sum or sums so paid. No person other than a Registered
Owner, as shown in the Registration Books, shall receive a Bond evidencing the obligation of the
Issuer to make payments of principal and interest pursuant to this Ordinance. Upon delivery by
DTC to the Paying Agent/Registrar of written notice to the effect that DTC has determined to
substitute a new nominee in place of Cede & Co., and subject to the provisions in this Ordinance
with respect to interest checks being mailed to the Registered Owner at the close of business on the
Record date, the words "Cede & Co." in this Ordinance shall refer to such new nominee of DTC.
The previous execution and delivery of the Blanket Letter of Representations with respect
to obligations of the Issuer is hereby ratified and confirmed; and the provisions thereof shall be fully
applicable to the Bonds.
(h) Successor Securities Depository' Transfers Outside Book -Entry Only System. In the
event that the Issuer determines that DTC is incapable of discharging its responsibilities described
herein and in the representations letter of the Issuer to DTC or that it is in the best interest of the
beneficial owners of the Bonds that they be able to obtain certificated Bonds, the Issuer shall (i)
appoint a successor securities depository, qualified to act as such under Section 17A of the Securities
and Exchange Act of 1934, as amended, notify DTC and DTC Participants of the appointment of
such successor securities depository and transfer one or more separate Bonds to such successor
securities depository or (ii) notify DTC and DTC Participants of the availability through DTC of
Bonds and transfer one or more separate certificated Bonds to DTC Participants having Bonds
credited to their DTC accounts. In such event, the Bonds shall no longer be restricted to being
registered in the Registration Books in the name of Cede & Co., as nominee of DTC, but may be
registered in the name of the successor securities depository, or its nominee, or in whatever name
or names Registered Owners transferring or exchanging Bonds shall designate, in accordance with
the provisions of this Ordinance.
(i) Payments to Cede & Co. Notwithstanding any other provision of this Ordinance to the
contrary, so long as any Bond is registered in the name of Cede & Co., as nominee of DTC, all
payments with respect to principal of and interest on such Bond and all notices with respect to such
Bond shall be made and given, respectively, in the manner provided in the representations letter of
the Issuer to DTC.
0) Initial Bond. On the closing date, one initial Bond representing the entire principal
amount of the Bonds, payable in stated installments to the purchaser designated in Section 10 or its
designee, executed by manual or facsimile signature of the Mayor and City Secretary of the Issuer,
approved by the Attorney General of Texas, and registered and manually signed by the Comptroller
of Public Accounts of the State of Texas, will be delivered to such purchaser or its designee. In the
event that the Bonds are issued subject to the book -entry system of DTC, then upon payment for the
initial Bond, the Paying Agent/Registrar shall cancel the initial Bond and deliver to the Depository
Trust Company on behalf of such purchaser one registered definitive Bond for each year of maturity
of the Bonds, in the aggregate principal amount of all of the Bonds for such maturity. To the extent
that the Paying Agent/Registrar is eligible to participate in DTC's FAST System, pursuant to an
agreement between the Paying Agent/Registrar and DTC, the Paying Agent/Registrar shall hold the
definitive Bonds in safekeeping for DTC. In the event that the Bonds are sold in physical form, and
are not subject to the DTC book -entry system, the initial Bond shall not be canceled upon delivery
to the purchaser thereof.
(k) Conditional Notice of Redemption. With respect to any optional redemption of the
Bonds, unless certain prerequisites to such redemption required by this Ordinance have been met
and moneys sufficient to pay the principal of and premium, if any, and interest on the Bonds to be
redeemed shall have been received by the Paying Agent/Registrar prior to the giving of such notice
of redemption, such notice shall state that said redemption may, at the option of the Issuer, be
conditional upon the satisfaction of such prerequisites and receipt of such moneys by the Paying
Agent/Registrar on or prior to the date fixed for such redemption, or upon any prerequisite set forth
in such notice of redemption. If a conditional notice of redemption is given and such prerequisites
to the redemption and sufficient moneys are not received, such notice shall be of no force and effect,
the Issuer shall not redeem such Bonds and the Paying Agent/Registrar shall give notice, in the
manner in which the notice of redemption was given, to the effect that the Bonds have not been
redeemed.
Section 4. FORM OF BONDS. The form of the Bonds, including the form of Paying
Agent/Registrar's Authentication Certificate, the form of Assignment and the form of Registration
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, and with the Bonds to be completed with information set forth in the Pricing Certificate.
The Form of Bond shall be revised and completed with information set forth in the Pricing
Certificate, as appropriate, and the form of Bond to be used shall be attached to the Pricing
Certificate as an exhibit thereto.
8
(a) [Form of Bond]
NO. R- UNITED STATES OF AMERICA
STATE OF TEXAS
CITY OF STEPHENVILLE, TEXAS
GENERAL OBLIGATION REFUNDING BOND
SERIES 2014
DATE OF INITIAL
INTEREST DELIVERY OF MATURITY
RATE BONDS DATE
REGISTERED OWNER:
PRINCIPAL AMOUNT:
PRINCIPAL
AMOUNT
CUSIP NO.
DOLLARS
ON THE MATURITY DATE specified above, the City of Stephenville, in Erath County,
(the "Issuer"), being apolitical subdivision and municipal corporation of the State of Texas, hereby
promises to pay to the Registered Owner specified above, or registered assigns (hereinafter called
the 'Registered Owner"), on the Maturity Date specified above, the Principal Amount specified
above. The Issuer promises to pay interest on the unpaid principal amount hereof (calculated on the
basis of a 360 -day year of twelve 30 -day months) from at the Interest Rate per
annum specified above. Interest is payable on and semiannually on each
and thereafter to the Maturity Date specified above, or the date of
redemption prior to maturity; except, 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; provided, 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
, , 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 or draft, 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 this Bond (the 'Bond Ordinance") to be on deposit with
the Paying Agent/Registrar for such purpose as hereinafter provided; and such check or draft 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
day of the month 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. 1n the event of a non-payment of interest on
a scheduled payment date, and for 30 days thereafter, a new record date for such interest payment
(a "Special Record Date") will be established by the Paying Agent/Registrar, if and when funds for
the payment of such interest have been received from the Issuer. Notice of the Special Record Date
and of the scheduled payment date of the past due interest (which shall be 15 days after the Special
Record Date) shall be sent at least five business days prior to the Special Record Date by United
States mail, first-class postage prepaid, to the address of each owner of a Bond appearing on the
Registration Books at the close of business on the last business day next preceding the date of
mailing of such notice.
ANY ACCRUED INTEREST due at maturity or upon the redemption of this Bond prior to
maturity as provided herein shall be paid to the registered owner upon presentation and surrender
of this Bond for payment or redemption at the principal corporate trust office of the Paying
Agent/Registrar. The Issuer covenants with the registered owner of this Bond that on or before each
principal payment date and 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 any payment of the principal of or interest 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, then the date for such payment shall be the next succeeding day that is not
such a Saturday, Sunday, legal holiday or day on which banking institutions are authorized to close;
and payment on such date shall have the same force and effect as if made on the original date
payment was due.
THIS BOND is one of a series of Bonds dated , authorized in
accordance with the Constitution and laws of the State of Texas in the principal amount of
$ for the public purposes of refunding certain outstanding obligations of the Issuer,
and to pay the costs incurred in connection with the issuance of the Bonds.
ON or on any date thereafter, the Bonds of this series may be
redeemed prior to their scheduled maturities, at the option of the Issuer, with funds derived from any
available and lawful source, as a whole, or in part, and, if in part, the particular Bonds, or portions
thereof, to be redeemed shall be selected and designated by the Issuer (provided that a portion of a
19
Bond may be redeemed only in an integral multiple of $5,000), at a redemption price equal to the
principal amount to be redeemed plus accrued interest to the date fixed for redemption.
IN ADDITION TO THE FOREGOING OPTIONAL REDEMPTION PROVISION, the
Bonds of this series scheduled to mature on in the years and _ ( the "Term
Bonds") are subject to scheduled mandatory redemption by the Paying Agent/Registrar by lot, or
by any other customary method that results in a random selection, at a price equal to the principal
amount thereof, plus accrued interest to the redemption date, out of moneys available for such
purpose in the interest and sinking fund for the Bonds, on the dates and in the respective principal
amounts, set forth in the following schedule:
Bonds Maturing
Principal
Year Amount
0) Final maturity of Bond.
Bonds Maturing
Principal
Year Amount
Bonds Maturing
Principal
Year Amount
The principal amount of Term Bonds of a stated maturity required to be redeemed on any mandatory
redemption date pursuant to the operation ofthe mandatory sinking fund redemption provisions shall
be reduced, at the option of the City, by the principal amount of any Term Bonds of the same
maturity which, at least 45 days prior to a mandatory redemption date (1) shall have been acquired
by the City and delivered to the Paying Agent/Registrar for cancellation or (2) shall have been
redeemed pursuant to the optional redemption provisions and not theretofore credited against a
mandatory redemption requirement.
AT LEAST 30 days prior to the date fixed for any redemption of Bonds or portions thereof
prior to maturity a written notice of such redemption shall be sent by the Paying Agent/Registrar by
United States mail, first-class postage prepaid, at least 30 days prior to the date fixed for any such
redemption, to the registered owner of each Bond to be redeemed at its address as it appeared on the
45th day prior to such redemption date; provided, however, that the failure of the registered owner
to 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 that are to be so redeemed. If
such written notice of redemption is sent and if due provision for such payment is made, all as
provided above, the Bonds or portions thereof that 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 substitute Bond or
Bonds having the same maturity date, bearing interest at the same rate, in any denomination or
denominations in any integral multiple of $5,000, at the written request of the registered owner, and
in 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 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 may, atthe request of the registered owner or the assignee or assignees hereof,
be assigned, transferred, converted into 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 satisfactory 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 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
assignment of this Bond or any portion or portions hereof from time to time by the registered owner.
The Paying Agent/Registrar's reasonable standard or customary fees and charges for assigning,
transferring, converting and exchanging any Bond or portion thereof will be paid by the Issuer. In
any circumstance, any taxes or governmental charges required to be paid with respect thereto shall
be paid by the one requesting such assignment, transfer, conversion or exchange, as a condition
precedent to the exercise of such privilege. The Paying Agent/Registrar shall not be required to
make any such transfer, conversion, 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 forthe 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 substitute therefor, and cause written notice thereof
to be mailed to the registered owners of the Bonds.
IT IS HEREBY certified, recited and covenanted that this Bond has been duly and validly
authorized, issued and delivered; that 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 that annual ad valorem
12
taxes sufficient to provide for the payment of the interest on and principal of this Bond, as such
interest comes due and such principal matures, have been levied and ordered to be levied against all
taxable property in said Issuer, and have been pledged for such payment, within the limit prescribed
by law, all as provided in the Bond Ordinance.
THE ISSUER HAS RESERVED THE RIGHT to amend the Bond Ordinance as provided
therein, and under some (but not all) circumstances amendments thereto must be approved by the
registered owners of a majority in aggregate principal amount of the outstanding Bonds.
BY BECOMING the registered owner of this Bond, the registered owner thereby
acknowledges all of the terms and provisions 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 Ordinance constitute a contract between each
registered owner hereof and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Bond to be signed with the manual or
facsimile signature of the Mayor of the Issuer (or in the absence of the Mayor, by the Mayor Pro -
tem) and countersigned with the manual or 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.
(signature)
City Secretary
(SEAL)
(signature)
Mayor
(b) [Form of Paying Agent/Registrar's Authentication Certificate]
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
(To be executed if this Bond is not accompanied by an executed Registration
Certificate of the Comptroller of Public Accounts of the State of Texas)
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 conversion or
replacement of, or in exchange for, a Bond, Bonds, or a portion of a Bond or Bonds of a series that
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:
Paying Agent/Registrar
By: _
Authorized Representative
13
(c) [Form of Assignment]
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
Please insert Social Security or Taxpayer Identification Number of Transferee:
Please print or typewrite name and address, including zip code of Transferee:
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
, attorney, to register the transfer
of
the within Bond on the books kept for registration thereof, with full power of substitution in the
premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by
an eligible guarantor institution participating in
a securities transfer association recognized
signature guarantee program.
NOTICE: The signature above must correspond
with the name of the registered owner as it
appears upon the front of this Bond in every
particular, without alteration or enlargement or
any change whatsoever.
(d) [Form of Registration Certificate of the Comptroller of Public Accounts]
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Bond has been examined, certified 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.
Witness my signature and seal this
(COMPTROLLER'S SEAL)
Comptroller of Public Accounts of the State of Texas
14
as collected, to the credit of said Interest and Sinking Fund. During each year while any of said
Bonds are outstanding and unpaid, the governing body of said Issuer shall compute and ascertain
a rate and amount of ad valorem tax that will be sufficient to raise and produce the money required
to pay the interest on said Bonds as such interest comes due, and to provide and maintain a sinking
fund adequate to pay the principal of said Bonds as such principal matures (but never less than 2%
of the original amount of said Bonds as a sinking fund each year); and said tax shall be based on the
latest approved tax rolls of said Issuer, with full allowances 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 said Issuer, for each year while any of said
Bonds 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 valorem taxes sufficient
to provide for the payment of the interest on and principal of said Bonds, as such interest comes due
and such principal matures, are hereby pledged for such payment, within the limit prescribed by law.
If lawfully available moneys of the Issuer are actually on deposit in the Interest and Sinking Fund
in advance of the time when ad valorem taxes are scheduled to be levied for any year, then the
amount of taxes that otherwise would have been required to be levied pursuant to this Section may
be reduced to the extent and by the amount of the lawfully available funds then on deposit in the
Interest and Sinking Fund.
(b) Article 1208, Government Code, applies to the issuance of the Bonds and the pledge of
the taxes granted by the Issuer under this Section and is therefore valid, effective, and perfected.
Should Texas law be amended at any time while the Bonds are outstanding and unpaid, the result
of such amendment being that the pledge of the taxes granted by the Issuer under this Section is to
be subject to the filing requirements of Chapter 9, Business & Commerce Code, in order to preserve
to the registered owners of the Bonds a security interest in said pledge, the Issuer agrees to take such
measures as it determines are reasonable and necessary under Texas law to comply with the
applicable provisions of Chapter 9, Business & Commerce Code and enable a filing of a security
interest in said pledge to occur.
Section 6. 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, when payment of the principal of such Bond, plus interest
thereon to the due date (whether such due date be by reason of maturity or otherwise) either (i) shall
have been made or caused to be made in accordance with the terms thereof, 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 in accordance with an escrow agreement or other instrument (the "Future
Escrow Agreement") for such payment (1) lawful money of the United States of America sufficient
to make such payment or (2) Defeasance Securities that mature as to principal and interest in such
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
16
such principal and interest shall be payable solely from such money or Defeasance Securities, and
thereafter the Issuer will have no further responsibility with respect to amounts available to such
paying agent (or other financial institution permitted by applicable law) for the payment of such
defeased bonds, including any insufficiency therein caused by the failure of such paying agent (or
other financial institution permitted by applicable law) to receive payment when due on the
Defeasance Securities. Notwithstanding any other provision of this Ordinance to the contrary, it is
hereby provided that any determination not to redeem Defeased Bonds that is made in conjunction
with the payment arrangements specified in subsection (a)(i) or (ii) of this Section shall not be
irrevocable, provided that: (1) in the proceedings providing for such payment arrangements, the
Issuer expressly reserves the right to call the Defeased Bonds for redemption; (2) gives notice of the
reservation of that right to the owners of the Defeased Bonds immediately following the making of
the payment arrangements; and (3) directs that notice of the reservation be included in any
redemption notices that it authorizes.
(b) Any moneys so deposited with the Paying Agent/Registrar may at the written direction
of the Issuer be invested in Defeasance Securities, maturing in the amounts and times as
hereinbefore set forth, and all income from such Defeasance Securities received by the Paying
Agent/Registrar that is not required for the payment of the Bonds and interest thereon, with respect
to which such money has been so deposited, shall be turned over to the Issuer, or deposited as
directed in writing by the Issuer. Any Future Escrow Agreement pursuant to which the money
and/or Defeasance Securities are held for the payment of Defeased Bonds may contain provisions
permitting the investment or reinvestment of such moneys in Defeasance Securities or the
substitution of other Defeasance Securities upon the satisfaction of the requirements specified in
subsection (a)(i) or (ii) of this Section. All income from such Defeasance Securities received by the
Paying Agent/Registrar which is not required for the payment of the Defeased Bonds, with respect
to which such money has been so deposited, shall be remitted to the Issuer or deposited as directed
in writing by the Issuer.
(c) The term "Defeasance Securities" means any securities and obligations now or hereafter
authorized by State law that are eligible to refund, retire or otherwise discharge obligations such as
the Bonds.
(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.
(e) In the event that the Issuer elects to defease less than all of the principal amount of Bonds
of a maturity, the Paying Agent/Registrar shall select, or cause to be selected, such amount of Bonds
by such random method as it deems fair and appropriate.
Section 7. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED 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,
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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 damaged,
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 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 mutilated.
(c) No Default Occurred. Notwithstanding the foregoing provisions of this, in the event any
such Bond shall have matured, and no default has occurred that is then continuing 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 all 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 Pound 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 accordance with Sec. 1206.022,
Government Code, this Section 7 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 authenticate and
deliver such Bondsin the form and manner and with the effect, as provided in Section 3(a) of this
Ordinance for Bonds issued in conversion and exchange for other Bonds.
Section 8. CUSTODY, APPROVAL, AND REGISTRATION OF BONDS; BOND
COUNSEL'S OPINION AND ENGAGEMENT OF BOND COUNSEL; CUSIP NUMBERS;
CONTINGENT INSURANCE PROVISION, IF OBTAINED; ATTORNEY GENERAL FEE.
(a) 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
theirdelivery and their investigation, examination, and approval by the Attorney General of the State
of Texas, and their registration by the Comptroller of Public Accounts of the State of Texas. Upon
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registration of the Bonds said Comptroller of 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
Bond. 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, andshallbe solely for the convenience and information of
the registered owners of the Bonds. In addition, if bond insurance is obtained, the Bonds may bear
an appropriate legend as provided by the insurer.
(b) The obligation of the initial purchaser to accept delivery of the Bonds is subject to the
initial purchaser being furnished with the final, approving opinion of McCall, Parkhurst & Horton
L.L.P., bond counsel to the Issuer, which opinion shall be dated as of and delivered on the date of
initial delivery of the Bonds to the initial purchaser. The engagement of such firm as bond counsel
to the Issuer in connection with issuance, sale and delivery of the Bonds is hereby approved and
confirmed. The execution and delivery of an engagement letter between the Issuer and such firm,
with respect to such services as bond counsel, is hereby authorized in such form as may be approved
by the Mayor, and the Mayor is hereby authorized to execute such engagement letter.
(e) In accordance with the provisions of Section 1202.004, Tex. Gov't Code Ann., in
connection with the submission of the Bond by the Attorney General of Texas for review and
approval, a statutory fee (an amount equal to 0.1% principal amount of the Bond, subject to a
minimum of $750 and a maximum of $9,500) is required to be paid to the Attorney General upon
the submission of the transcript of proceedings for the Bonds. The Issuer hereby authorizes and
directs that a check in the amount of the Attorney General filing fee for the Bond, made payable to
the "Texas Attorney General," be promptly furnished to the Issuer's Bond Counsel, for payment to
the Attorney General in connection with his review of the Bonds.
Section 9. COVENANTS REGARDING TAX EXEMPTION OF INTEREST ON THE
BONDS.
(a) Covenants. The Issuer covenants to take any action necessary to assure, or refrain from
any action that would adversely affect, the treatment of the Bonds as Obligation described in section
103 of the Internal Revenue Code of 1986, as amended (the "Code"), the interest on which is not
includable in the "gross income" of the holder for purposes of federal income taxation. In
furtherance thereof, the Issuer covenants as follows:
(1) to take any action to assure that no more than 10 percent of the proceeds of the
Bonds (less amounts deposited to a reserve fund, if any) are used for any "private business
use," as defined in section 141(b)(6) of the Code or, if more than 10 percent of the proceeds
or the projects financed or refinanced therewith (the "Projects") are so used, such amounts,
whether or not received by the Issuer, with respect to such private business use, do not,
under the terms of this Ordinance or any underlying arrangement, directly or indirectly,
secure or provide for the payment of more than 10 percent of the debt service on the Bonds,
in contravention of section 141(b)(2) of the Code;
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(2) to take any action to assure that in the event that the "private business use"
described in subsection (1) hereof exceeds 5 percent of the proceeds of the Bonds or the
projects financed therewith (less amounts deposited into a reserve fund, if any) then the
amount in excess of 5 percent is used for a "private business use" that is "related" and not
"disproportionate," within the meaning of section 141(b)(3) of the Code, to the governmental
use;
(3) to take any action to assure that no amount that is greater than the lesser of
$5,000,000, or 5 percent of the proceeds of the Bonds (less amounts deposited into a reserve
fund, if any) is directly or indirectly used to finance loans to persons, other than state or local
governmental units, in contravention of section 141(c) of the Code;
(4) to refrain from taking any action that would otherwise result in the Bonds being
treated as "private activity bonds" within the meaning of section 141(b) of the Code;
(5) to refrain from taking any action that would result in the Bonds being "federally
guaranteed" within the meaning of section 149(b) of the Code;
(6) to refrain from using any portion of the proceeds of the Bonds, directly or
indirectly, to acquire or to replace funds that were used, directly or indirectly, to acquire
investment property (as defined in section 148(b)(2) of the Code) that produces a materially
higher yield over the term of the Bonds, other than investment property acquired with —
(A) proceeds of the Bonds invested for a reasonable temporary period of 3
years or less or, in the case of an advance refunding bond, for a period of 30 days or
less until such proceeds are needed for the purpose for which the bonds are issued,
and in the case of a current refunding bond, for a period of 90 days or less,
(B) amounts invested in a bona fide debt service fund, within the meaning
of section 1.148-1(b) of the Treasury Regulations, and
(C) amounts deposited in any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Bonds;
(7) to otherwise restrict the use of the proceeds of the Bonds or amounts treated as
proceeds of the Bonds, as may be necessary, so that the Bonds do not otherwise contravene
the requirements of section 148 of the Code (relating to arbitrage) and, to the extent
applicable, section 149(d) of the Code (relating to advance refundings); and
(8) to pay to the United States of America at least once during each five-year period
(beginning on the date of delivery of the Bonds) an amount that is at least equal to 90 percent
of the "Excess Earnings," within the meaning of section 148(f) of the Code and to pay to the
United States of America, not later than 60 days after the Bonds have been paid in full, 100
percent of the amount then required to be paid as a result of Excess Earnings under section
148(f) of the Code.
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(b) Rebate Fund. In order to facilitate compliance with the above covenant (a)(8), a "Rebate
Fund" is hereby established by the Issuer for the sole benefit of the United States of America, and
such Fund shall not be subject to the claim of any other person, including without limitation the
Bondholders. The Rebate Fund is established for the additional purpose of compliance with section
148 of the Code.
(c) Use of Proceeds. For purposes of the foregoing covenants (a)(1) and (a)(2), the Issuer
understands that the term "proceeds" includes "disposition proceeds" as defined in the Treasury
Regulations and, in the case of refunding bonds, transferred proceeds (if any) and proceeds of the
Refunded Obligations expended prior to the date of issuance of the Bonds. It is the understanding
of the Issuer that the covenants contained herein are intended to assure compliance with the Code
and any regulations or rulings promulgated by the U.S. Department of the Treasury pursuant thereto.
In the event that regulations or rulings are hereafter promulgated that modify or expand provisions
of the Code, as applicable to the Bonds, the Issuer will not be required to comply with any covenant
contained herein to the extent that such failure to comply, in the opinion of nationally recognized
bond counsel, will not adversely affect the exemption from federal income taxation of interest on
the Bonds under section 103 of the Code. In the event that regulations or rulings are hereafter
promulgated that impose additional requirements applicable to the Bonds, the Issuer agrees to
comply with the additional requirements to the extent necessary, in the opinion of nationally
recognized bond counsel, to preserve the exemption from federal income taxation of interest on the
Bonds under section 103 of the Code. In furtherance of such intention, the Issuer hereby authorizes
and directs the Mayor or Pricing Officer to execute any documents, certificates or reports required
by the Code and to make such elections, on behalf of the Issuer, that may be permitted by the Code
as are consistent with the purpose for the issuance of the Bonds.
(d) Disposition of Project. The Issuer covenants that the Project will not be sold or
otherwise disposed in a transaction resulting in the receipt by the Issuer of cash or other
compensation, unless the Issuer obtains an opinion of nationally -recognized bond counsel that such
sale or other disposition will not adversely affect the tax-exempt status of the Bonds. For purposes
of the foregoing, the portion of the property comprising personal property and disposed in the
ordinary course shall not be treated as a transaction resulting in the receipt of cash or other
compensation. For purposes hereof, the Issuer shall not be obligated to comply with this covenant
if it obtains a legal opinion that such failure to comply will not adversely affect the excludability for
federal income tax proposes from gross income of the interest.
(e) Designation as Qualified Tax -Exempt Obligations. The Issuer hereby designates the
Bonds as "qualified tax-exempt obligations" as defined in section 265(b)(3) of the Code. In
furtherance of such designation, the Issuer represents, covenants and warrants the following: (a) that
during the calendar year in which the Bonds are issued, the Issuer (including any subordinate
entities) has not designated nor will designate obligations, which when aggregated with the Bonds,
will result in more than $10,000,000 (or such higher amount permitted by such section 265 of the
Code) of "qualified tax-exempt obligations" being issued; (b) that the Issuer reasonably anticipates
that the amount of tax-exempt obligations issued, during the calendar year in which the Bonds are
issued, by the Issuer (or any subordinate .entities) will not exceed $10,000,000 (or such higher
amount permitted by such section 265 of the Code); and, (c) that the Issuer will take such action or
refrain from such action as necessary, and as more particularly set forth in this Section, in order that
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the Bonds will not be considered "private activity bonds" within the meaning of section 141 of the
Code.
Section 10. SALE OF BONDS AND APPROVAL OF OFFICIAL STATEMENT;
FURTHERPROCEDURES.
(a) The Bonds shall be sold and delivered subject to the provisions of Section I and Section
3 and pursuant to the terms and provisions of a bond purchase agreement, notice of sale and bidding
instructions or private placement agreement (collectively, the "Purchase Agreement") which the
Pricing Officer is hereby authorized to execute and deliver and in which the purchaser or purchasers
(the "Purchaser") of the Bonds shall be designated. The Bonds shall initially be registered in the
name of the purchaser thereof as set forth in the Pricing Certificate.
(b) The Pricing Officer is hereby authorized, in the name and on behalf of the Issuer, to
approve, distribute, and deliver a preliminary official statement and a final official statement relating
to the Bonds to be used by the Purchaser in the marketing of the Bonds.
(c) The Pricing Officer is authorized, in connection with effecting the sale of the Bonds, to
obtain from a municipal bond insurance company so designated in the Pricing Certificate (the
"Insurer") a municipal bond insurance policy (the "Insurance Policy") in support of the Bonds. To
that end, should the Pricing Officer exercise such authority and commit the Issuer to obtain a
municipal bond insurance policy, for so long as the Insurance Policy is in effect, the requirements
of the Insurer relating to the issuance of the Insurance Policy as set forth in the Pricing Certificate
are incorporated by reference into this Ordinance and made a part hereof for all purposes,
notwithstanding any other provision of this Ordinance to the contrary. The Pricing Officer shall
have the authority to execute any documents to effect the issuance of the Insurance Policy by the
Insurer.
(d) The Mayor and Mayor Pro Tem, the City Secretary, the Pricing Officer and all other
officers, employees and agents of the Issuer, and each of them, shall be and they are hereby
expressly authorized, empowered and directed from time to time and at any time to do and perform
all such acts and things and to execute, acknowledge and deliver in the name and under the corporate
seal and on behalf of the Issuer the Paying Agent/Registrar Agreement with the Paying
Agent/Registrar in substantially the form presented to the Council at the meeting at which this
Ordinance was adopted and the Pricing Certificate, the Bonds, the Official Statement and all other
instruments, whether or not herein mentioned, as may be necessary or desirable in order to carry out
the terms and provisions of this Ordinance, the DTC Letter of Representations, the Bonds, the sale
of the Bonds and the Official Statement. Notwithstanding anything to the contrary contained herein,
while the Bonds are subject to DTC's Book -Entry Only System and to the extent permitted by law,
the Letter of Representations is hereby incorporated herein and its provisions shall prevail over any
other provisions of this Order in the event of conflict. In case any officer whose signature shall
appear on any Bond shall cease to be such officer before the delivery of such Bond, such signature
shall nevertheless be valid and sufficient for all purposes the same as if such officer had remained
in office until such delivery.
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Section 1 L COMPLIANCE WITH RULE 15c2-12; ALTERNATE INFORMATION.
(a) If the Bonds are sold by public offering, and are subject to the Rule, the following
provisions shall apply:
(i) Annual Reports. (A) The Issuer shall provide annually to the MSRB, within six months
after the end of each fiscal year ending in or after 2014, financial information and operating data
with respect to the Issuer of the general type included in the final Official Statement authorized by
this Order, being the information described in the Pricing Certificate. Any financial statements so
to be provided shall be (1) prepared in accordance with the accounting principles described in the
Pricing Certificate, or such other accounting principles as the Issuer may be required to employ from
time to time pursuant to state law or regulation, and (2) audited, if the Issuer commissions an audit
of such statements and the audit is completed within the period during which they must be provided.
If the audit of such financial statements is not complete within such period, then the Issuer shall
provide unaudited financial information by the required time and will provide audited financial
statements for the applicable fiscal year to the MSRB, when and if the audit report on such
statements become available. Such information shall be transmitted electronically to the MSRB,
in such format and accompanied by such identifying information as prescribed by the MSRB.
(B) If the Issuer changes its fiscal year, it will notify the MSRB of the change (and of the
date of the new fiscal year end) prior to the next date by which the Issuer otherwise would be
required to provide financial information and operating data pursuant to this Section. The financial
information and operating data to be provided pursuant to this Section may be set forth in full in one
or more documents or may be included by specific reference to any document (including an official
statement or other offering document, if it is available from the MSRB) that theretofore has been
provided to the MSRB or filed with the SEC.
(ii) Event Notices.
(A) The Issuer shall notify the MSRB in an electronic format as prescribed by the
MSRB, in a timely manner (but not in excess often business days after the occurrence of the
event) of any of the following events with respect to the Bonds, if such event is material
within the meaning of the federal securities laws:
1. Non-payment related defaults;
2. Modifications to rights of Bondholders;
3. Bond calls;
4. Release, substitution, or sale of property securing repayment of the
Bonds;
5. The consummation of a merger, consolidation, or acquisition
involving an obligated person or the sale of all or substantially all of
the assets of the obligated person, other than in the ordinary course
of business, the entry into a definitive agreement to undertake such
an action or the termination of a definitive agreement relating to any
such actions, other than pursuant to its terms;
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6. Appointment of a successor or additional trustee or the change of
name of a trustee.
(B) The Issuer shall notify the MSRB in an electronic format as prescribed by the
MSRB, in a timely manner (but not in excess often business days after the occurrence of the
event) of any of the following events with respect to the Bonds, without regard to whether
such event is considered material within the meaning of the federal securities laws:
1. Principal and interest payment delinquencies;
2. Unscheduled draws on debt service reserves reflecting financial
difficulties;
3. Unscheduled draws on credit enhancements reflecting financial
difficulties;
4. Substitution of credit or liquidity providers, or their failure to
perform;
5. Adverse tax opinions orthe issuance by the Internal Revenue Service
of proposed or final determinations of taxability, Notices of Proposed
Issue (IRS Form 5701—TEB) or other material notices or
determinations with respect to the tax status of the Bonds, or other
events affecting the tax status of the Bonds;
6. tender offers;
7. Defeasances;
8. Rating changes;
9. Bankruptcy,insolvency, receivership or similar eventof an obligated
person (which is considered to occur when any of the following
occur: the appointment of a receiver, fiscal agent, or similar officer
for the Issuer in a proceeding under the United States Bankruptcy
Code or in any other proceeding under state or federal law in which
a court or governmental authority has assumed jurisdiction over
substantially all of the assets or business of the Issuer, or if such
jurisdiction has been assumed by leavingthe existing governing body
and officials or officers in possession but subject to the supervision
and orders of a court or governmental authority, or the entry of an
order confirming a plan of reorganization, arrangement, or liquidation
by a court or governmental authority having supervision or
jurisdiction over substantially all of the assets or business of the
Issuer).
(C) The Issuer shall notify the MSRB, in a timely manner, of any failure by the
Issuer to provide financial information or operating data in accordance with subsection (b)
of this Section by the time required by such subsection.
(iii) Limitations, Disclaimers, and Amendments. (A) The Issuer shall be obligated to
observe and perform the covenants specified in this Section for so long as, but only for so long as,
the Issuer remains an 'obligated person" with respect to the Bonds within the meaning of the Rule,
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except that the Issuer in any event will give the notice required by Subsection (b) hereof of any Bond
calls and defeasance that cause the Issuer to no longer be such an "obligated person".
(B) The provisions of this Section are for the sole benefit of the registered owners and
beneficial owners of the Bonds, and nothing in this Section, express or implied, shall give any
benefit or any legal or equitable right, remedy, or claim hereunder to any other person. The Issuer
undertakes to provide only the financial information, operating data, financial statements, and
notices which it has expressly agreed to provide pursuant to this Section and does not hereby
undertake to provide any other information that may be relevant or material to a complete
presentation of the Issuer's financial results, condition, or prospects or hereby undertake to update
any information provided in accordance with this Section or otherwise, except as expressly provided
herein. The Issuer does not make any representation or warranty concerning such information or
its usefulness to a decision to invest in or sell Bonds at any future date.
(C) UNDER NO CIRCUMSTANCES SHALL THE ISSUER BE LIABLE TO THE
REGISTERED OWNER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER
PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART
FROM ANY BREACH BY THE ISSUER, WHETHER NEGLIGENT OR WITHOUT FAULT ON
ITS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND
REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF
ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR
SPECIFIC PERFORMANCE.
(D) No default by the Issuer in observing or performing its obligations under this Section
shall comprise a breach of or default under the Order for purposes of any other provision of this
Order. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the
duties of the Issuer under federal and state securities laws.
(E) The provisions of this Section may be amended by the Issuer from time to time to adapt
to changed circumstances that arise from a change in legal requirements, a change in law, or a
change in the identity, nature, status, or type of operations of the Issuer, but only if (1) the provisions
of this Section, as so amended, would have permitted an underwriter to purchase or sell Bonds in
the primary offering of the Bonds in compliance with the Rule, taking into account any amendments
or interpretations of the Rule since such offering as well as such changed circumstances and
(2) either (a) the registered owners of a majority in aggregate principal amount (or any greater
amount required by any other provision of this Order that authorizes such an amendment) of the
outstanding Bonds consent to such amendment or (b) a person that is unaffiliated with the Issuer
(such as nationally recognized bond counsel) determined that such amendment will not materially
impair the interest of the registered owners and beneficial owners of the Bonds. If the Issuer so
amends the provisions of this Section, it shall include with any amended financial information or
operating data next provided in accordance with subsection (a) of this Section an explanation, in
narrative form, of the reason for the amendment and of the impact of any change in the type of
financial information or operating data so provided. The Issuer may also amend or repeal the
provisions of this continuing disclosure agreement if the SEC amends or repeals the applicable
provision of the Rule or a court of final jurisdiction enters judgment that such provisions of the Rule
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are invalid, but only if and to the extent that the provisions of this sentence would not prevent an
underwriter from lawfully purchasing or selling Bonds in the primary offering of the Bonds.
(iv) Definitions. As used in this Section, the following terms have the meanings ascribed
to such terms below:
"MSRB" means the Municipal Securities Rulemaking Board or any successor to its
functions under the Rule.
"Rule" means SEC Rule 15e2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
(b) If the Bonds are sold by private placement, the Pricing Officer may agree to provide for
an undertaking in accordance with the Rule or may agree to provide other public information to the
purchaser as may be necessary for the sale of the Bonds on the most favorable terms to the Issuer.
Section 12. METHOD OF AMENDMENT. The Issuer hereby reserves the right to amend
this Ordinance subject to the following terms and conditions, to -wit:
(a) The Issuer may from time to time, without the consent of any holder, except as otherwise
required by paragraph (b) below, amend or supplement this Ordinance in order to (i) cure any
ambiguity, defector omission in this Ordinance that does not materially adversely affect the interests
of the holders, (ii) grant additional rights or security for the benefit of the holders, (iii) add events
of default as shall not be inconsistent with the provisions of this Ordinance and that shall not
materially adversely affect the interests of the holders, (iv) qualify this Ordinance under the Trust
Indenture Act of 1939, as amended, or corresponding provisions of federal laws from time to time
in effect, or (v) make such other provisions in regard to matters or questions arising under this
Ordinance as shall not be inconsistent with the provisions of this Ordinance and that shall not in the
opinion of nationally recognized bond counsel materially adversely affect the interests of the
holders.
(b) Except as provided in paragraph (a) above, the holders of Bonds aggregating in principal
amount 51 % of the aggregate principal amount of then outstanding Bonds that are the subject of a
proposed amendment shall have the right from time to time to approve any amendment hereto that
may be deemed necessary or desirable by the Issuer; provided, however, that without the consent
of 100% of the holders in aggregate principal amount of the then outstanding Bonds, nothing herein
contained shall permit or be construed to permit amendment of the terms and conditions of this
Ordinance or in any of the Bonds so as to:
(1) Make any change in the maturity of any of the outstanding Bonds;
(2) Reduce the rate of interest borne by any of the outstanding Bonds;
(3) Reduce the amount of the principal of, or redemption premium, if any, payable
on any outstanding Bonds;
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(4) Modify the terms of payment of principal or of interest or redemption premium
on outstanding Bonds or any of them or impose any condition with respect to such
payment;
(5) Change the minimum percentage of the principal amount of the Bonds necessary
for consent to such amendment; or
(6) Adversely affect any rights or security of the holders.
(c) If at any time the Issuer shall desire to amend this Ordinance under this Section, the
Issuer shall send by U.S. mail to each registered owner of the affected Bonds a copy of the proposed
amendment. Such published notice shall briefly set forth the nature of the proposed amendment and
shall state that a copy thereof is on file at the office of the Issuer for inspection by all holders of such
Bonds.
(d) Whenever at any time within one year from the date of mailing of such notice the Issuer
shall receive an instrument or instruments executed by the holders of at least 51% in aggregate
principal amount of all of the Bonds then outstanding that are required for the amendment, which
instrument or instruments shall consent to and approve such amendment, the Issuer may adopt the
amendment in substantially the same form.
(e) Upon the adoption of any amendatory Ordinance pursuant to the provisions of this
Section, this Ordinance shall be deemed to be modified and amended in accordance with such
amendatory Ordinance, and the respective rights, duties, and obligations of the Issuer and all holders
of such affected Bonds shall thereafter be determined, exercised, and enforced, subject in all respects
to such amendment.
(f) Any consent given by the holder of a Bond pursuant to the provisions of this Section
shall be irrevocable for aperiod of six months from the date of such consent, and shall be conclusive
and binding upon all future holders of the same Bond during such period. Such consent may be
revoked at any time after six months from the date of such consent by the holder who gave such
consent, or by a successor in title, by filing notice with the Issuer, but such revocation shall not be
effective if the holders of 51 % in aggregate principal amount of the affected Bonds then outstanding,
have, prior to the attempted revocation, consented to and approved the amendment.
For the purposes of establishing ownership of the Bonds, the Issuer shall rely solely upon
the registration of the ownership of such Bonds on the registration books kept by the Paying
Agent/Registrar.
Section 13. DEFAULT AND REMEDIES.
(a) Events of Default. Each of the following occurrences or events for the purpose of this
Ordinance is hereby declared to be an Event of Default:
(i) the failure to make payment of the principal of or interest on any of the Bonds
when the same becomes due and payable; or
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(ii) default in the performance or observance of any other covenant, agreement or
obligation of the Issuer, the failure to perform which materially, adversely affects the rights
of the Registered Owners of the Bonds, including, but not limited to, their prospect or ability
to be repaid in accordance with this Ordinance, and the continuation thereof for a period of
60 days after notice of such default is given by any Registered Owner to the Issuer.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any
Registered Owner or an authorized representative thereof, including, but not limited to, a
trustee or trustees therefor, may proceed against the Issuer for the purpose of protecting and
enforcing the rights of the Registered Owners under this Ordinance, by mandamus or other
suit, action or special proceeding in equity or at law, in any court of competent jurisdiction,
for any relief permitted by law, including the specific performance of any covenant or
agreement contained herein, or thereby to enjoin any act or thing that may be unlawful or
in violation of any right of the Registered Owners hereunder or any combination of such
remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for the
equal benefit of all Registered Owners of Bonds then outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved is intended to be exclusive of any other
available remedy or remedies, but each and every such remedy shall be cumulative and shall
be in addition to every other remedy given hereunder or under the Bonds or now or hereafter
existing at law or in equity; provided, however, that notwithstanding any other provision of
this Ordinance, the right to accelerate the debt evidenced by the Bonds shall not be available
as a remedy under this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed a
waiver of any other available remedy.
(iii) By accepting the delivery of a Bond authorized under this Ordinance, such
Registered Owner agrees that the certifications required to effectuate any covenants or
representations contained in this Ordinance do not and shall never constitute or give rise to
a personal or pecuniary liability or charge against the officers, employees or trustees of the
Issuer or the Board of Trustees.
Section 14. APPROVAL OF ESCROW AGREEMENT AND TRANSFER OF FUNDS.
In furtherance of authority granted by Section 1207.007(b), Texas Government Code, if needed for
the refunding of the Refunded Obligations, the Mayor or the Pricing Officer is further authorized
to enter into and execute on behalf of the Issuer with the escrow agent named therein, an escrow or
similar agreement, in the form and substance as shall be approved by the Pricing Officer, which
agreement will provide for the payment in full of the Refunded Obligations. In addition, the Mayor
or the Pricing Officer is authorized to purchase such securities, to execute such subscriptions for the
28
purchase of the Escrowed Securities (as defined in the agreement), if any, and to authorize such
contributions for the escrow fund as provided in the agreement.
Section 15. REDEMPTION OF REFUNDED OBLIGATIONS.
(a) Subject to execution and delivery of the Purchase Agreement with the Underwriters, the
Issuer hereby directs that the Refunded Obligations be called for redemption on the dates and at such
prices as set forth in the Pricing Certificate. The Pricing Officer is hereby authorized and directed
to issue or cause to be issued Notice of Redemption of the Refunded Obligations in substantially the
form set forth in Exhibit A attached hereto, completed with information from the Pricing Certificate,
to the paying agents for the Refunded Obligations.
(b) In addition, the paying agents for the Refunded Obligations are hereby directed to
provide the appropriate notices of redemption and defeasance as specified by the ordinances
authorizing the issuance of Refunded Obligations and are hereby directed to make appropriate
arrangements so that the Refunded Obligations may be redeemed on their redemption dates. The
Refunded Obligations shall be presented for redemption at the paying agents therefor, and shall not
bear interest after the date fixed for redemption.
(c) If the redemption of the Refunded Obligations results in the partial refunding of any
maturity of the Refunded Obligations, the Pricing Officer shall direct the paying agent/registrar for
the Refunded Obligations to designate at random and by lot which of the Refunded Obligations will
be payable from and secured solely from ad valorem taxes of the Issuer pursuant to the ordinance
of the Issuer authorizing the issuance of such Refunded Obligations (the "Refunded Bond
Ordinance"). The paying agent/registrar shall notify by first-class mail all registered owners of all
affected bonds of such maturities that: (i) a portion of such bonds have been refunded and are
secured until final maturity solely with cash and investments maintained by the Escrow Agent in the
Escrow Fund, (ii) the principal amount of all affected bonds of such maturities registered in the
name of such registered owner that have been refunded and are payable solely from cash and
investments in the Escrow Fund and the remaining principal amount of all affected bonds of such
maturities registered in the name of such registered owner, if any, have not been refunded and are
payable and secured solely from ad valorem taxes of the Issuer described in the Refunded Obligation
Ordinance, (iii) the registered owner is required to submit his or her Refunded Obligations to the
paying agent/registrar, forthe purposes of re -registering such registered owner's bonds and assigning
new CU SIP numbers in order to distinguish the source of payment for the principal and interest on
such bonds, and (iv) payment of principal of and interest on such bonds may, in some circumstances,
be delayed until such bonds have been re -registered and new CUSIP numbers have been assigned
as required by (iii) above.
(d) The source of funds for payment of the principal of and interest on the Refunded
Obligations on their respective maturity or redemption dates shall be from the funds deposited with
the Escrow Agent pursuant to the Escrow Agreement approved in Section 14 of this Ordinance.
Section 16. APPROPRIATION. To pay the debt service coming due on the Bonds, if any
(as determined by the Pricing Certificate) prior to receipt of the taxes levied to pay such debt service,
there is hereby appropriated from current funds on hand, which are hereby certified to be on hand
29
and available for such purpose, an amount sufficient to pay such debt service, and such amount shall
be used for no other purpose.
Section 17. SEVERABILITY. If any section, article, paragraph, sentence, clause, phrase
or word in this Ordinance, or application thereof to any persons or circumstances is held invalid or
unconstitutional by a court of competentjurisdiction, such holding shall not affect the validity of the
remaining portion of this Ordinance, despite such invalidity, which remaining portions shall remain
in full force and effect.
Section 18. EFFECTIVE DATE. In accordance with the provisions of V.T.C.A.,
Government Code, Section 1201.028, this Ordinance shall be effective immediately upon its
adoption by the City Council.
PASSED and APPROVED, BY THE CITY COUNCIL OF THE CITY OF STEP HENVILLE, TEXAS, this the 1s` day
of April, 2014, at which meeting quorum was present and voting.
ATTEST:
u
Cindy L. Stafford, C ty Se ry
l
Reviewed by Mark A Kaiser,
City Administrator
\� -
Approved as to form and legality
Randy Thomas, City Attorney
L
Jerry[K. W I on II, Mayor
SCHEDULE]
Schedule of Eligible Refunded Obligations
Maturity
Principal
Description DateM
Amount
City of Stephenville, Combination Tax and Revenue
Certificate of Obligation, Series 2004 2015
$ 360,000
2016
370,000
2017
1,340,000
2018
1,380,000
2019
1,670,000
Total
$5,120,000
The Series 2004 Certificate of Obligation was issued as a single certificate, finally maturing on
June 1, 2019, with annual installments of principal (as shown above) due on
June 1 in each of the
years shown.
Maturity
Principal
Description Date(')
Amount
City of Stephenville, Combination Tax and Revenue
Certificate of Obligation, Series 2009 2015
$ 60,000
2016
260,000
2017
315,000
2018
330,000
2019
345.000
Total
$1,310,000
The Series 2009 Certificate of Obligation was issued as a single certificate, finally maturing on
February 15, 2019, with annual installments of principal (as shown above) due on February 15 in
each of the years shown.
S-1
EXHIBIT A
NOTICE OF REDEMPTION
NOTICE IS HEREBY GIVEN thatthe City of Stephenville, Texas has called for redemption
the outstanding Certificate of Obligation of the City described as follows:
City of Stephenville, Texas Combination Tax and Revenue Certificate of
Obligation, Series , dated maturing
through , in the aggregate principal amount of $ (the
"Series Refunded Obligations"), to the call date of the Series Refunded
Obligations so called for redemption on (the "Redemption Date").
THE SERIES REFUNDED OBLIGATIONS shall be redeemed in whole at Paying
Agent/Registrar for said Series Refunded Obligations described below. Upon presentation of
the Series Refunded Obligations at the Paying Agent/Registrar on the Redemption Date, the
holder thereof shall be entitled to receive the redemption price equal to par and accrued interest to
the Redemption Date.
NOTICE IS GIVEN that due and proper arrangements have been made for providing the
place of payment of said Series Refunded Obligations called for redemption with funds
sufficient to pay the principal amount of said Series —Refunded Obligations and the interest
thereon to the Redemption Date. In the event said Refunded Obligations, or any of them are not
presented for redemption by the Redemption Date, they shall not thereafter accrue interest.
THIS NOTICE is issued and given pursuant to the redemption provisions in the proceedings
authorizing the issuance of the aforementioned Series Refunded Obligations and in accordance
with the recitals and provisions of said Series _ Refunded Obligations.
NOTICE IS FURTHER GIVEN that the Series _ Refunded Obligations should be
submitted to the following address:
Address of Paying Agent for
Presentation on the Redemption Date
CITY OF STEPHENVILLE, TEXAS
A-]
ORDINANCE NO. 2014-09
AN ORDINANCE OF THE CITY OF STEPHENVILLE, TEXAS, AMENDING §51.41(A) OF CHAPTER 51, TITLE V:
PUBLIC WORKS OF THE CODE OF ORDINANCES OF THE CITY OF STEPHENVILLE
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STEPHENVILLE, TEXAS:
Section One
Section 51.41 (A) "Goals" is hereby amended to read as follows:
(A) The objective of Stephenville's Water Conservation Plan is to promote and publicize water
conservation methods that will enable Stephenville to meet its goal of reducing the 2009-2013
five-year average annual per capita water use of 104 gallons per person per day (gpcd) by
approximately 1.5% or 1.56 gpcd to 102.4 gpcd by 2019 and by 3% to 100.9 gpcd by 2024.
This municipal per capita water use statistic includes water used within the home for drinking,
toilet flushing, bathing, food preparation, dishwashing, laundry, cleaning, and outdoor uses at
home, including landscape irrigation, car washing, and outside cleaning. In addition to the water
used at homes, the municipal per capita water use statistic includes a person's share of water
used in the workplace for toilet flushing, drinking, cleaning, and lawn irrigation of commercial
properties. Outside the home uses also include the water used in commercial establishments
such as restaurants, laundries, and car washes. Institutional water use, such as water used in
schools, churches, recreation centers, and water used by cities for fire protection, sanitation,
and public recreation, is also included in the municipal per capita water use statistic. However,
the municipal per capita water use statistic does not include use of any water for industrial
purposes. The annual per capita water use statistic includes the municipal per capita water use
as well as the water used for industrial purposes.
Section Two
This ordinance shall take effect as of the date hereof.
Section Three
It is hereby officially found and determined that the meeting at which this Ordinance is passed is
open to the public as required by law.
PASSED and APPROVED, BY THE CITY COUNCIL OF THE CITY OF STEPHENVILLE, TEXAS, this the V day
of April, 2014, at which meeting quorum was present and voting.
Jet y K. Idon II, Mayor
Amend §51.41(A)—Page 1
Stephenville Code of Ordinances
ATTEST:
Cindy L/faafford/, City S tart'
/A0' G .--,..a
Reviewed by Mark A. Kaiser,
City Administrator
C (:21`-�._
Approved as to form and legality
Randy Thomas, City Attorney
Amend 451.41(A)—Page 2
Stephenville Code of Ordinances