HomeMy WebLinkAboutOrd 322-2007 Authorizing Issuance and Sale of General Obligation Refunding Bond, Series 2007ORDINANCE NO. 3"-,2007
ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF CITY OF ANNA, TEXAS,
GENERAL OBLIGATION REFUNDING BOND, SERIES 2007; LEVYING AN ANNUAL AD
VALOREM TAX AND PROVIDING FOR THE SECURITY FOR AND PAYMENT OF SAID
BOND; AND ENACTING OTHER PROVISIONS RELATING TO THE SUBJECT
THE STATE OF TEXAS §
COUNTY OF COLLIN §
CITY OF ANNA §
WHEREAS, the City of Anna, Texas (the "Issuer") has previously issued, and there are presently
outstanding, obligations of the Issuer payable from a pledge by the Issuer to levy ad valorem taxes sufficient
to pay principal of and interest on the obligations as they become due;
WHEREAS, certain of such previously issued and outstanding obligations are intended to be and shall
be refunded pursuant to this Ordinance, the obligations to be refunded being described in Schedule I attached
hereto and incorporated herein (collectively, the' Refunded Obligations");
WHEREAS, Chapter 1207, Texas Government Code ("Chapter 1207"), authorizes the Issuer to issue
refunding bonds and to deposit the proceeds from the sale thereof, and any other available funds or resources,
directly with a place of payment (paying agent) for the Refunded Obligations, and such deposit, if made before
such payment dates, shall constitute the making of firm banking and financial arrangements for the discharge
and final payment of the Refunded Obligations;
WHEREAS, Chapter 1207, Texas Government Code, authorizes the Issuer to issue refunding bonds
and to deposit the proceeds from the sale thereof together with any other available funds or resources directly
with a paying agent for the Refunded Obligations or a trust company or commercial bank that does not act as
a depository for the Issuer 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 or similar agreement with any such paying agent 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, the City Council hereby funds and declares a public purpose and it is in the best interests
ofthe Issuer to refund the Refunded Obligations is in order to restructure the Issuer's outstanding debt service
to enable the City to fund needed infrastructure, and that such refunding will result in a present value debt
service loss of approximately $ and an actual debt service loss of approximately
$ to the Issuer;
WHEREAS, allthe Refunded Obligations mature or are subjeetto redemptionpriorto maturity within
20 years of the date of the bond hereinafter authorized;
WHEREAS, the bond hereafter authorized is being issued and delivered pursuant to said Chapter
1207, Texas Government Code; and
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 ANNA, TEXAS:
Section 1. RECITALS, AMOUNT AND PURPOSE OF THE BOND. 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.
The bond of the City of Anna, Texas (the "Issuer") is hereby authorized to be issued and delivered in the
aggregate principal amount of $370,000 for the public purpose of refunding the Refunded Obligations, and to
pay the costs incurred in connection with the issuance of the Bond.
Section 2. DESIGNATION, DATE, DENOMINATION, NUMBER, AND MATURITY AND
INTEREST RATE OF BOND. Each bond issued pursuant to this Ordinance shall be designated: "CITY OF
ANNA, TEXAS, GENERAL OBLIGATION REFUNDING BOND, SERIES 2007," and there shall be issued,
sold, and delivered hereunder one fully registered bond, without interest coupons, dated March 15, 2007, in
the denomination and principal amount of $370,000, numbered R-1, with any bond issued in replacement
thereof being in the denomination of the full principal amount of the series of which the bond is issued and
numbered consecutively from R-2 upward, payable in installments to the registered owner thereof, or to the
registered assignee of said bond (in each case, the "Registered Owner"). Principal of said Bond shall mature
and be payable in installments on the dates and in the amounts stated in the FORM OF BOND set forth in this
Ordinance. The Bond shall bear interest on the unpaid balance of the principal amount thereof from the date
of delivery to the scheduled due date, or date of prepayment or redemption prior to the scheduled due date, of
the principal installments of the Bond at the rate of interest stated in the FORM OF BOND set forth in this
Ordinance. Said interest shall be payable in the manner provided and on the dates stated in the FORM OF
BOND set forth m this Bond.
The term "Bond" as used in this Ordinance shall mean and include collectivelythe bond initially issued
and delivered pursuant to this Ordinance and any substitute bond exchanged therefor, as well as any other
substitute or replacement bond issued pursuant hereto, and the term "Bond" shall mean any such bond.
Section 3. CHARACTERISTICS OF THE BOND.
(a) Registration The Issuer shall keep or cause to be kept at the principal corporate trust office of
Bank of America, N.A., Dallas, Texas (the "Paying Agent/Registrar"), books or records for the registration
of the transfer and exchange ofthe Bond (the "Registration Books"), and the Issuer hereby appoints the Paying
Agent/Registrar as its registrar and transfer agent to keep such books or records and make such registrations
of transfers and exchanges under such reasonable regulations as the Issuer and Paying Agent/Registrar may
prescribe; and the Paying Agent/Registrar shall make such registrations, transfers and exchanges as herein
provided. The Paying Agent/Registrar shall obtain and record in the Registration Books the address of the
Registered Owner of each Bond to which payments with respect to the Bond shall be mailed, as herein
provided; but it shall be the duty of each Registered Owner to notify the Paying Agent/Registrar in writing of
the address to which payments shall be mailed, and such interest payments shall not be mailed unless such
notice has been given. The Issuer shall have the rightto inspect the Registration Books during regular business
hours of the Paying Agent/Registrar, but otherwise the Paying AgentlRegistrar shall keep the Registration
Books confidential and, unless otherwise required by law, shall not permit their inspection by any other entity.
The Issuer shall pay the Paying Agent/Registrar's standard or customary fees and charges for making such
registration, transfer, exchange and delivery of a substitute Bond. Registration of assignments, transfers and
exchanges of Bond shall be made in the manner provided and with the effect stated to the FORM OF BOND
set forth in this Ordinance. Each substitute Bond shall bear a letter and/or number to distinguish it from each
other Bond.
(b) Transfer and Exchange: Authentication. Except as provided in Section 3(f) ofthis 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 authenticated. The Paying Agent/Registrar promptly shall cancel any Bond surrendered for exchange. No
additional ordinances, orders, or resolutions need be passed or adopted by the governing body ofthe 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 ll egistrar shall provide for the printing, execution, and delivery of a substitute
Bond in the manner prescribed herein. Pursuant to Chapter 1201, Government Code, as amended, the duty of
transfer of a Bond as aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the execution
of said Bond, the exchanged Bond shall be valid, incontestable, and enforceable in the same manner and with
the same effect as the Bond that initially was issued and delivered pursuant to this Ordinance, approved by the
Attorney General and registered by the Comptroller of Public Accounts.
(c) Payment of Bond 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 Bond, 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 Bond, shall properly and accurately record all payments on the Bond on
the Registration Books, and shall keep proper records of all 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. Notice of the past due interest shall be sent at least five (5)
business days prior tothe Special Record Dateby United States mail, first-class postage prepaid, tothe address
of the 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 Bond (i) shall be issued in fully registered form, without interest coupons, with
the principal of and interest on such Bond to be payable only to the Registered Owner thereof, (ii) may and
shall be prepaid or redeemed prior to its scheduled maturity (notice of which shall be given to the Paying
Agent/Registrar by the Issuer at least 30 days prior to any such redemption date), (iii) may be exchanged for
another Bond, (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 Bond shall be payable, and (viii)
shall be administered and the Paying Agent/Registrar and the Issuer shall have certain dudes and
responsibilities with respect to the Bond, 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.
(e) Paying Agom/Re iR stray. The Issuer covenants with the Registered Owner of the Bond that at all
times while the Bond is outstanding the Issuer will provide a competent and legally qualified bank, trust
company, financial institution, or other entity to net as and perform the services of Paying Agent/Registrar for
the Bond under this Ordinance, and that the Paying Agent/Registrar will be one entity. The Issuer reserves the
right to, and may, at its option, change the Paying Agent/Registrar upon not less than 20 days written notice
to the Paying Agent/Registrar, to be effective not later than 15 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 ccaseto 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 (or a copy thereof), along with all other pertinent books and records relating to the Bond,
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
AgmvRcgww to the Registered Owner of the Bond, 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.
(f) 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 Paying Agent/Registrar's
Authentication Certificate substantially in the form provided in this Ordinance, duly authenticated by manual
execution ofthe Paying Agent/Registrar. It shall not be required that the same authorized representative ofthe
Paying Agent/R4stmr sign the Certificate of Paying Agent/Registrar on the Bond. 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 Comptrollers Registration Certificate substantially in the form provided in this Ordinance,
manually executed by the Comptroller of Public Accounts of the State ofTexas 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) Cancellation of Initial Bond. On the closing date, one initial Bond representing the entire principal
amount of the Bond, 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, and with the date of delivery inserted thereon by the Paying Agent/Registrar, will be delivered
to such purchaser or its designee.
Section 4. FORM OF BOND, The form of the Bond, including the form of Paying Agent/Registrar's
Authentication Certificate, the form of Assignment and the form of Registration Certificate ofthe Comptroller
of Public Accounts of the State of Texas to be attached to the Bond 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.
(a) [Form of Bond)
NO, R- UNITED STATES OF AMERICA PRINCIPAL
STATE OF TEXAS AMOUNT
CITY OF ANNA, TEXAS $370,000
GENERAL OBLIGATION REFUNDING BOND
SERIES 2007
Interest Rate Delivery Date
From the Delivery Date to February 15, 2008,
5.85%; from February 16, 2008 to February 15,
2017, 3.95%; and thereafter 15.00%
REGISTERED OWNER:
PRINCIPAL AMOUNT: THREE HUNDRED THIRTY-FIVE THOUSAND DOLLARS
The City of Anna, Texas (the "Issuer'), being a political subdivision of the State of Texas located in
Collin County, Texas, for value received, promises to pay, from the sources described herein, to the registered
owner specified above, or registered assigns, the principal amount specified above, and to pay interest thereon,
from the Delivery Date set forth above, on the balance of said principal amount from time to time remaining
unpaid, at the rate per annum set forth above, calculated on the basis of a 360 -day year of twelve 30 -day
months. The unpaid principal of this Bond shall mature and shall be paid in installments on the dates and in
the amounts set forth m the table below:
THE PRINCIPAL OF AND INTEREST ON THIS BOND are payable in lawful money ofthe United
States of America, without exchange or collection charges. The Issuer shall pay interest on this Bond on
August 15, 2007 and on each February 15 and August 15 thereafter to the date ofmaturity or redemption prior
to maturity. The last principal installment 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 office of Bank of America, N.A., Dallas, Texas, which is the "Paying Agent/Registrar" for this
Bond. The payment of all other principal installments of and interest on this Bond shall be made by the Paying
Agent/Registrar to the registered owner hereof on each principal and interest payment date by check or draft,
dated as of such principal and interest payment date, drawn by the Paying Agent/Registrar on, and payable
solely from, funds of the Issuer required by 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 heap£, at its address as it appeared on the last business day ofthe month next preceding each
such date (the "Record Date") on the Registration Books kept by the Paying Agent/Registmr, as hereinafter
Principal
Principal
Payment Date
Installment
Payment Date
Installment
February 15, 2008
$20,000
February 15, 2018
$10,000
February 15, 2009
20,000
February 15, 2019
10,000
February 15, 2010
20,000
February 15, 2020
10,000
February 15, 2011
20,000
February 15, 2021
10,000
February 15, 2012
20,000
February 15, 2022
15,000
February 15, 2013
20,000
February 15, 2023
15,000
February 15, 2014
20,000
February 15, 2024
20,000
February 15, 2015
25,000
February 15, 2025
20,000
February 15, 2016
25,000
February 15,2026
25,000
February 15, 2017
15,000
February 15, 2027
30,000
THE PRINCIPAL OF AND INTEREST ON THIS BOND are payable in lawful money ofthe United
States of America, without exchange or collection charges. The Issuer shall pay interest on this Bond on
August 15, 2007 and on each February 15 and August 15 thereafter to the date ofmaturity or redemption prior
to maturity. The last principal installment 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 office of Bank of America, N.A., Dallas, Texas, which is the "Paying Agent/Registrar" for this
Bond. The payment of all other principal installments of and interest on this Bond shall be made by the Paying
Agent/Registrar to the registered owner hereof on each principal and interest payment date by check or draft,
dated as of such principal and interest payment date, drawn by the Paying Agent/Registrar on, and payable
solely from, funds of the Issuer required by 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 heap£, at its address as it appeared on the last business day ofthe month next preceding each
such date (the "Record Date") on the Registration Books kept by the Paying Agent/Registmr, as hereinafter
described. In addition, principal and 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.
ANY ACCRUED INTEREST due in connection with the final installment of principal of this Bond
or upon redemption of this Bond in whole at the option of the Issuer prior to maturity as provided herein shall
be paid to the registered owner upon presentation and surrender of this Bond for payment 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 Bond, when due,
IF THE DATE for the 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 dated March 15, 2007, authorized in accordance with the Constitution and laws of
the State of Texas in the principal amount of $370,000 for the public purpose of refunding certain outstanding
obligations of the Issuer, and to pay the costs incurred in connection with the issuance of the Bond.
ON FEBRUARY 15, 2017, or any date thereafter, the principal installments of this Bond may be
redeemed prior to their scheduled maturities, at the option ofthe Issuer, with funds derived from any available
and lawful source, as a whole, or in part, and, if in part, the particular principal installments or portions
thereof, to be redeemed shall be selected and designated by the Issuer, at a redemption price equal to the
principal amount to be redeemed plus accrued interest to the date fixed for redemption.
AT LEAST 20 days prior to the date fixed for any optional redemption of the Bond 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, to the Registered Owner of the Bond at its address as it appeared on
the Registration Books on the day such notice of redemption is mailed; 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 this 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 Bond or portions thereefwhich 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 Bond or
portions thereof which are to be so redeemed thereby automatically shall be treated as redeemed prior to its
scheduled maturity, and shall not bear interest after the date fixed for redemption, and shall not be regarded
as being outstanding except for the right of the Registered Owner to receive the redemption price from the
Paving Agent(Registrar out of the funds provided for such payment.
UPON THE PREPAYMENT or partial redemption of this Bond, the Paying Agent/Registrar, shall
note in the Prepayment Record appearing on this Bond the amount of such prepayment, the date said payment
was made and the remaining unpaid principal balance of this Bond and shall then have said entry signed by an
authorized official of the Paying Agent/Registrar. The Paying Agent/Registrar shall also record such
information in the Bond Registration Books, and the Paying Agent/Registrar shall also record in the Bond
Registration Books all payments of principal installments on such Bond when made on their respective due
dates.
THIS BOND is issuable in the form of one fully -registered Bond without coupons in the denomination
of $370,000. This Bond may be transferred or exchanged as provided in the Bond Ordinance, only upon the
registration books kept for that purpose at the above-mentioned office of the Paying Agent/Registrar upon
surrender ofthis Bondtogether with a written instrument of transfer or authorization for exchange satisfactory
to the Paying Agent/Registrar and duly executed by the registered owner or his duly authorized attorney, and
thereupon a new Bond of the same maturity and in the same aggregate principal amount shall be issued by the
Paying Agent/Registrar to the transferee in exchange therefor as provided in the Bond Ordinance, and upon
payment of the charges therein prescribed. The Issuer and the Paying Agent/Registrar may deem and treat the
person in whose time this Bond is registered as the absolute owner hereof for the purpose ofreceiving payment
of, or on account of, the principal or redemption price hereof and interest due hereon and for all other purposes.
The Paying Agent/Registrar shall not be required to make any such transfer or exchange (i) during the period
commencing with the close of business on any Record Date and ending with the opening ofbusiness on the next
following principal or interest payment date, or (ii) within 30 days prior to a redemption date.
IN THE EVENT any Paying AgenURegistrar for this Bond 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 owner of the Bond.
THIS BOND shall not be valid or become obligatory for any purpose or be entitled to any security or
benefit under the Bond Ordinance until the Certificate of Authentication shall have been executed by the Paying
Agent(Registmr or the Comptrollers Registration Certificate hereon shall have been executed by the Texas
Comptroller of Public Accounts.
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 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.
THE ISSUER HAS RESERVED THE RIGHTto amendthe Bond Ordinance as provided therein, and
under some (but not all) circumstances amendments thereto must be approved by the registered owner of the
Bond.
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 ofthe governing body of the Issuer, and agrees that the terms and provisions ofdns 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 and countersigned with the manual or facsimile signature of the City
Secretary of said Issuer, and has caused the official seal of the Issuer to be duly impressed, or placed in
facsimile, on this Bond.
(SEAL)
(signature)
City Secretary
(b) [Form of Prepayment Record]
PREPAYMENT RECORD
(signature)
Mayor
Principal Prepayment
(amount and Remaining Name and Title of
Date of installment(s) to which Principal Authorized Officer
Payment payment is applied) Balance making Entry
(c) [Form of Paying Agent/Registrar's Authentication Certificate]
Signature of Authorized
Officer
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 replacement of, or in exchange for, a
Bond 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: Bank of America, N.A.
Dallas, Texas
Paying Agent/Registrar
By:
Authorized Representative
0
(d) [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 registerthe 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.
(e) [Form of Registration Certificate of the Comptroller of Public Accounts]
COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTERNO.
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
Comptroller of Public Accounts of the State of Texas
(COMPTROLLER'S SEAL)
Section 5, INTEREST AND SINKING FUND.
(a) A special "Interest and Sinking Fund" is hereby created and shall be established and maintained
by the Issuer at an official depository bank of said Issuer. Said Interest and Sinking Fund shall be kept
separate and apart from all other funds and accounts of said Issuer, and shall be used only for paying the
interest on and principal of said Bond. All ad valorem taxes levied and collected for and on account of said
9
Bond shall be deposited, as collected, to the credit of said Interest and Sinking Fund. During each year while
any of said Bond is 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 Bond as such interest comes due, and to provide and maintain a sinking fund adequate to pay
the principal of said Bond as such principal matures (but never less than 2% of the original amount of said
Bond 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 said Bond 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 Bond, as such interest comes due
and such principal matures, are hereby pledged for such payment, within the limit prescribed by law.
(b) Article 1208, Government Code, applies to the issuance of the Bond 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 Bond is 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 Owner of the Bond 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 BOND.
(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 the Defeased Bond shall have become due and
payable. At such time as a Bond shall be deemed to be a Defeased Bond hereunder, as aforesaid, such Bond
and the interest thereon shall no longer be secured by, payable from, or entitled to the benefits of, the ad
valorem taxes herein levied and pledged as provided in this Ordinance, and such principal and interest shall be
payable solely from such money or Defeasance Securities. Notwithstanding any other provision of this
Ordinance to the contrary, it is hereby provided that any determination not to redeem a Defeased Bond that is
made in conjunction with the payment arrangements specified in subsection 6(a)(i) or (ii) 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 Bond for redemption; (2) gives notice ofthe reservation ofthat
right to the Registered Owner of the Deloused Bond 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.
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(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 Agcm/Registrarthat is not required for the
payment of the Bond 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 a Defeased Bond 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
6(a)(i) or (ii). All income from such Defeasance Securities received by the Paying Agent/Registrar which is
not required for the payment of the Defeased Bond, 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 (i) direct, noncallable obligations of the United States of
America, including obligations that me unconditionally guaranteed by the United States of America, (ii)
noncallable obligations of an agency or instrumentality of the United States of America, including obligations
that are unconditionally guaranteed or insured by the agency or instrumentality and that, on the date of the
purchase thereof are rated as to investment quality by a nationally recognized investment rating firm not less
than AAA or its equivalent, and (iii) noncallable obligations of a state or an agency or a county, municipality,
or other political subdivision of a state that have been refunded and that, on the date the governing body of the
Issuer adopts or approves the proceedings authorizing the financial arrangements are rated as to investment
quality by a nationally recognized investment rating firm not less than AAA or its equivalent.
(d) Until the Defeated Bond shall have become due and payable, the Paying Agent/Registrar shall
perform the services of Paying Agent/Registrar for such Defeased Bond the same as if they had not been
defeated, and the Issuer shall make proper arrangements to provide and pay for such services as required by
this Ordinance.
Section 7. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED BOND.
(a) Replacement Bond. In the event any outstanding Bond is damaged, mutilated, lost, stolen or
destroyed, the Paying Agent/Registrar shall cause to be printed, executed and delivered, a new Bond of the
same principal amount, maturity and interest rate, as the damaged, mutilated, lost, stolen or destroyed Bond,
in replacement for such Bond in the manner hereinafter provided.
(b) Application for Replacement Bond. Application for replacement of a damaged, mutilated, lost,
stolen or destroyed Bond 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 hamdoss from any loss or damage with respect thereto. Also, in every one of loss, theft
or destruction of a Bond, the Registered Owner shall furnish to the Issuer and to the Paying Agcot/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 Section, 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
11
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 famished as above provided in this Section.
(d) Charge for Issuing Replacement Bond. 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 found at any time, or be enforceable by anyone, and
shall be entitled to all the benefits of this Ordinance.
(e) Authority for Issuing Replacement Bond. 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 Bond is hereby authorized and imposed upon the Paying AgenuRegistrar, and
the Paying Agent/Registrar shall authenticate and deliver such Bond in the form and manner and with the effect,
as provided in Section 3(a) of this Ordinance for a Bond issued in conversion and exchange for another Bond.
Section 8. CUSTODY, APPROVAL, AND REGISTRATION OF BOND; BOND COUNSEL'S
OPINION; CUSIP NUMBERS AND CONTINGENT INSURANCE PROVISION, IF OBTAINED;
ENGAGEMENT OF BOND COUNSEL.
(a) The Mayor of the Issuer is hereby authorized to have control of the Bond initially issued and
delivered hereunder and all necessary records and proceedings pertaining to the Bond pending its delivery 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 registration of the Bond 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 Bond, and the seat 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 (if obtained) may, at the option of the Issuer, be printed on the Bond issued
and delivered under this Ordinance, but neither shall have any legal effect, and shall be solely for the
convenience and information of the Registered Owner of the Bond. In addition, if bond insurance is obtained,
the Bond may bear an appropriate legend as provided by the insurer.
(b) The obligation of the initial purchaser to accept delivery of the Bond 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 Bond
tothe initial purchaser. The engagement of such firm as bond counsel tothe Issuer in connection with issuance,
sale and delivery of the Bond 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.
Section 9. COVENANTS REGARDING TAX EXEMPTION OF INTEREST ON THE BOND.
(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 Bond as an 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:
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(1) to take any action to assure that no more than 10 percent of the proceeds ofthe Bond (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
therewith are soused, such amounts, whetheror 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 Bond,
in contravention of section 141(b)(2) of the Code;
(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 ofthe Bond or the projects financed therewith
(loss 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 Bond (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 14 Ile) of the Code;
(4) to refrain from taking any action that would otherwise result in the Bond being treated as
a "private activity bond" within the meaning of section 141(b) of the Code;
(5) to refrain from taking any action that would result in the Bond 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 Bond, 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
Bond, other than investment property acquired with -
(A) proceeds of the Bond 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 Bond is 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 Bond;
(7) to otherwise restrict the use of the proceeds of the Bond or amounts treated as proceeds
of the Bond, as may be necessary, so that the Bond does 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 Bond) an amount that is at least equal to 90 percent of the
13
"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 Bond has 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.
(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 Registered Owner. The Rebate
Fund is established for the additional purpose of compliance with section 148 of the Code.
(c) Use of proceed s. The Issuer understands that the term "proceeds"includes "disposition proceeds"
as defined in the Treasury Regulations (hereinafter defined) and, in the case of refunding bonds, transferred
proceeds (if any) and proceeds of the refunded bonds expended prior to the date of issuance of the Bond. 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
(the "Treasury Regulations"). In the event that regulations or rulings are hereafter promulgated that modify
or expand provisions of the Code, as applicable to the Bond, 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 Bond under
section 103 0£ the Code. In the event that regulations or rulings are hereafter promulgated that impose
additional requirements applicable to the Bond, 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 Bond under section 103 of the Code. In furtherance of such intention,
the Issuer hereby authorizes and directs the Mayor 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 Bond.
(d) Disposition of Pioneers. The Issuer covenants that the projects funded with the proceeds of the
Refunded Obligations 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 Bond. 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.
(c) Designation as Oualified Tax -Exempt Obligations, The Issuer hereby designates the Bond as a
"qualified tax-exempt obligation" 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 Bond is issued, the Issuer (including any subordinate entities) has not designated nor will designate
obligations that when aggregated with the Bond, will result in more than $10,000,000 of "qualified tax-exempt
bonds" being issued; (b) thatthe Issuerreasonably anticipates thatthe amountoftax-exemptobligations issued,
during the calendar year in which the Bond is issued, by the Issuer (or any subordinate entities) will not exceed
$10,000,000; 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, hereof, in order that the Bond will not be considered a "private
activity bond" within the meaning of section 141 of the Code.
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Section 10, SALE OF BOND. The Bond is hereby initially sold and shall be delivered to Bank of
America, N.A., Dallas, Texas (the 'Purchaser"), for cash for the par value thereof, pursuant to the private
placement letter dated the date of the final passage of this Ordinance which the Mayor is hereby authorized to
execute and deliver. The Bond shall initially be registered in the name of the Purchaser, it is hereby officially
found, determined, and declared that the terms of this sale are the most advantageous reasonably obtainable.
Section 11. FURTHER PROCEDURES. The Mayor and Mayor Pro Tem, the City Manager and
City Secretary 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 a Paying Agent/Registrar Agreement with the Paying Agent/Registrar 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 Bond, the sale of the Bond and the Official Statement. 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.
Section 12. NO RULE 15c2-12 UNDERTAKING, The Issuer has not made an undertaking in
accordance with Rule 15c2-12 of the Securities and Exchange Commission (the "Rule"). The Issuer is not,
therefore, obligated pursuant to the Rule to provide any on-going disclosure relating to the Issuer or the Bond.
Section 13. 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 the Registered Owner, except as
otherwise required by paragraph (b) below, amend or supplement this Ordinance in order to (i) cure any
ambiguity, defect or 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 ofthe Issuer's Bond Counsel materially adversely affect the interests
of the holders.
(b) Except as provided in paragraph (a) above, the Registered Owner 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 the Registered Owner, nothing herein contained shall permit or be
construed to permit amendment of the terms and conditions of this Ordinance or in the Bond so as to:
(1) Make any change in the maturity of the Bond;
(2) Reduce the rate of interest borne by the Bond;
(3) Reduce the meant of the principal of, or redemption premium, if any, payable on the
Bond;
15
(4) Modify the terms of payment of principal or of interest or redemption premium on the
Bond or impose any condition with respect to such payment; or
(5) Change the requirement with respect to Registered Owner consent to such amendment.
(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 the Registered Owner of the Bond a copy of the proposed amendment.
(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 Registered Owner of the Bond, which instrument or
instruments shall refer to the proposed amendment and that shall specifically consent to and approve such
amendment, the Issuer may adopt the amendment in substantially the same form.
(c) 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 the Registered Ownerofthe Bond shall thereafter
be determined, exercised, and enforced, subject in all respects to such amendment.
(f) Any consent given by the Registered Owner of the Bond pursuant to the provisions of this Section
shall be irrevocable for a period of six months from the date of the ailing of the notice provided for in this
Section, 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 the mailing of said notice by the
Registered Owner, or by a successor in title, by filing notice with the Issuer.
For the purposes of establishing ownership of the Bond, the Issuer shall rely solely upon the
registration of the ownership of such Bond on the registration books kept by the Paying Agent/Registrar.
Section 14. 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 the Bond when the same
becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or obligation
of the City, the failure to perform which materially, adversely affects the rights of the Registered
Owner of the Bond, 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 the Registered Owner to the City.
(b) Remedies for Default. Upon the happening of any Event of Default, then and in every case, the
Registered Owner or an authorized representative thereof, including, but not limited to, a trustee or trustees
therefor, may proceed against the City for the purpose of protecting and enforcing the rights of the Registered
Owner 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 Owner hereunder or any combination of such remedies.
EF
(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 Bond 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 Bond 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, the 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 City or the City Council.
Section 15. APPROVAL OF DEPOSIT AGREEMENT AND TRANSFEROF FUNDS. The Mayor
of the Issuer is hereby authorized and directed to execute and deliver and the City Secretary of the Issuer is
hereby authorized and directed to attest a Deposit Agreement in substantially the form presented at this
meeting. In addition, the Mayor or City Manager of the Issuer is authorizedto direct such contributions as may
be necessary for the defeasance of the Refunded Obligations.
Section 16. REDEMPTION OF REFUNDED OBLIGATIONS.
(a) The Issuer hereby directs that the Refunded Obligations be called for redemption on the dates set
forth on Schedule I. Each of such Refunded Obligations shall be redeemed at the redemption price of par plus
accrued interest. The Mayor of the Issuer is hereby authorized and directed to issue or cause to be issued the
Notice of Redemption of the Refunded Obligations in the form set forth in Exhibit A attached hereto to the
paying agentiregistrar for the Refunded Obligations.
(b) In addition, the paying agmt/registrar for the Refunded Obligations is hereby directed to provide
the appropriate notice of redemption and defeasance as specified by the ordinance authorizing the issuance of
Refunded Obligations and is hereby directed to make appropriate arrangements so that the Refunded
Obligations may be redeemed on their redemption date. The Refunded Obligations shall be presented for
redemption at the paying agenUregistrartherefor, and shall not bear interest after the date fixed for redemption.
(c) The source of funds for payment of the principal of and interest on the Refunded Obligations on
their respective redemption date shall be from the funds placed in escrow with the Deposit Agent, pursuant to
the Deposit Agreement approved in Section 15 of this Ordinance.
Section 17. APPROPRIATION. There is hereby appropriated fortransfer to the Interest and Sinking
Fund, from available funds, moneys sufficient to pay the principal and interest coming due on the Bond on
August 15, 2007.
Section 18, 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 competent jurisdiction, 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.
17
Section 19. 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.
(Execution Page Follows)
18
PASSED, APPROVED AND EFFECTIVE this ! lldAA A-; 00 .
ATTEST: yor, City of Anna, Texas
7� a
City Secretary, City of Anna, Texas
[CITY SEAL]
City of Anna, Texas Tax Note, Series 2006
Payment Date
February 15, 2008
February 15, 2009
February 15, 2010
February 15, 2011
February 15, 2012
February 15, 2013
Total
Principal Installment
55,000
55,000
55,000
60,000
65,000
65,000
$355,000
* Called for redemption on May 2, 2007, at the price of par plus accrued interest to the date of redemption.
NOTICE OF REDEMPTION
CITY OF ANNA, TEXAS TAX NOTE, SERIES 2006
NOTICE IS HEREBY GIVEN that the City of Anna, Texas bas called for redemption the outstanding
Note (the 'Redeemed Note") of the City described as follows:
CITY OF ANNA, TEXAS TAX NOTE, SERIES 2006, dated July 1, 2006, principal
installments maturing and payable on February 15, 2008 through February 15, 2013, in the
aggregate principal amount of $355,000, at a redemption price ofthe principal ammutthereof
and accrued interest to the redemption date of the Redeemed Note so called for redemption at
Bank of America, N.A., Dallas, Texas. Redemption date: May 2, 2007.
On May 2, 2007, interest on the Redeemed Note so called for redemption shall cease to accrue
and be payable..
THE REDEEMED NOTE shall be redeemed in whole at Bank of America, N.A., Dallas, Texas, as
the Paying Agent/Registrar for said Redeemed Note. Upon presentation of the Redeemed Note at the Paying
Agent/Registrar on the aforementioned 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 FURTHER GIVEN that due and proper arrangements have been made for providing the
place of payment of the Redeemed Note called for redemption with funds sufficient to pay the principal amount
of the Redeemed Note and the interest thereon to the redemption date. In the event the Redeemed Note is not
presented for redemption by the date fixed for its redemption, it shall not thereafter bear interest.
UNDER THE PROVISIONS of Section 3406 of the Internal Revenue Code of 1986, as amended,
paying agents making payments of interest and principal on municipal securities may be obligated to withhold
a tax from remittance to individuals who have failed to furnish the paying agent with a valid taxpayer
identification number, Registered bondholders who wish to avoid the imposition of the tax should submit
certified taxpayer identification numbers (via form W-9) when presenting the Bonds and Certificates of
Obligation for payment.
THIS NOTICE is issued and given pursuant to the redemption provisions in the proceedings
authorizing the issuance of the Redeemed Note and in accordance with the recitals and provisions of the
Redeemed Note.
address:
NOTICE IS FURTHER GIVEN that the Redeemed Note should be submitted to of the following
Mail Delivery or Hand Delivery
Bank of America, N.A.
901 Main, 67th Fluor
Dallas, Texas 75202
A-1