R-91-1680 - 12/12/1991RESOLUTION NO. 1(080/2,
RESOLUTION APPROVING RESOLUTION BY
ROUND ROCK INDUSTRIAL
DEVELOPMENT CORPORATION PROVIDING FOR THE
ISSUANCE OF ROUND ROCK
INDUSTRIAL DEVELOPMENT CORPORATION
TAX- EXEMPT ADJUSTABLE MODE
INDUSTRIAL DEVELOPMENT REVENUE REFUNDING BONDS
(TELLABS, INC. PROJECT) SERIES 1991
AND REGARDING SECTION 147(f) APPROVAL THEREOF
WHEREAS, the Round Rock Industrial Development
Corporation (the "Issuer ") was created by the City of Round
Rock, Texas (the "Unit ") pursuant to the provisions of the
Development Corporation Act of 1979, Article 5190.6, Vernon's
Texas Civil Statutes, as amended (the "Act ");
WHEREAS, the Issuer intends to refund its previously
issued bonds designated "Round Rock Industrial Development
Corporation Industrial Development Revenue Bonds, Series 1981
(Tellabs (Texas), Inc. Project)" (the "Series 1981 Bonds ")
originally issued in the aggregate principal amount of
$3,600,000, $1,220,000 of which is currently outstanding, and
"Round Rock Industrial Development Corporation Industrial
Development Revenue Bonds, Series 1983 (Tellabs (Texas), Inc.
Project)" (the "Series 1983 Bonds ") originally issued in the
aggregate principal amount of $3,100,000, $1,630,000 of which
is currently outstanding (the Series 1981 Bonds and the Series
1983 Bonds being collectively referred to herein as the "Prior
Bonds ");
WHEREAS, Section 25(f) of the Act requires that the
governing body of the Unit approve the resolutions of the
Issuer providing for the issuance of bonds, including refunding
bonds, no more than 60 days prior to the delivery of the bonds;
WHEREAS, the Issuer submits to the Unit the resolution
providing for the issuance of the captioned refunding bonds
(the "Bonds ") for its approval pursuant to the Act;
WHEREAS, it is deemed necessary and advisable that this
Resolution be adopted;
WHEREAS, Section 147(f) of the Internal Revenue Code of
1986, as amended (the "Code "), requires that the issuance of
any qualified bond be approved by either the governing bond of
the Unit or the chief elected executive officer of the Unit
after a public hearing following reasonable public notice; and
WHEREAS, the Issuer published notice of a public hearing
on the issuance of the Bonds (the "Public Notice ") in a
newspaper of general circulation in the jurisdiction of the
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Issuer as required by Section 147(f) of the Code and the
regulations promulgated thereunder; a copy of the affidavit of
publication of the Public Notice is attached hereto as
Exhibit A; and the Issuer conducted a public hearing following
reasonable public notice with respect to the Bonds and the
Certificate of Public Hearing attached hereto as Exhibit B
describes the comments, if any, received from the public at the
public hearing;
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF ROUND ROCK, TEXAS THAT:
Section 1. The Resolution Authorizing Round Rock
Industrial Development Corporation Tax - Exempt Adjustable Mode
Industrial Development Revenue Refunding Bonds (Tellabs, Inc.
Project) Series 1991, A Loan Agreement, An Indenture of Trust,
and A Placement Agreement, and Other Matters in Connection
Therewith, adopted by the Issuer on December 10, 1991 (the
"Issuer Resolution "), a copy of which is attached hereto as
Exhibit C and made a part hereof for all purposes, is hereby
specifically approved.
Section 2. There is hereby approved the issuance of the
Bonds, which are issued:
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A. in the maximum aggregate face amount of
$2,850,000, and
B. the proceeds of which will be loaned to
Tellabs, Inc., an Illinois corporation, for the purpose
of refunding the Prior Bonds.
Section 3. The approval herein given is in accordance
with the provisions of Section 25(f) of the Act, and is not to
be construed as any undertaking by the Unit, and the Bonds
shall never constitute an indebtedness or pledge of the Unit,
or the State of Texas, within the meaning of any constitutional
or statutory provision, and the holder of the Bonds shall never
be paid in whole or in part out of any funds raised or to be
raised by taxation or any other revenues of the Issuer, the
Unit, or the State of Texas except those revenues assigned and
pledged by the Issuer Resolution.
Section 4. The programs and expenditures authorized and
contemplated by the Issuer Resolution are hereby in all
respects approved.
Section 5. For the purposes of satisfying Section
147(f) of the Code, the issuance of the Bonds, as described in
the Public Notice, is hereby approved and shall take effect
immediately.
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Section 6. The Mayor and City Secretary of the Unit and
the other officers of the Unit are hereby authorized, jointly
and severally, to execute and deliver such endorsements,
instruments, certificates, documents, or papers necessary and
advisable to carry out the intent and purposes of this
Resolution. -
ATTEST:
40
Cj y Secretary,
ty of Round Rock, Texas
(SEAL)
3 5 8 8 R
PASSED AND APPROVED this December 12, 1991.
Mayor, City of Round Rock, Texas
-3-
THE STATE OF TEXAS)
COUNTY OF WILLIAMSON)
EXHIBIT A
AFFIDAVIT OF PUBLICATION
Before me on this day personally appeared KEN LONG, known to me to
be the Publisher, of the ROUND ROCK LEADER, who being duly sworn
deposes and says:
That the undersigned is the Publisher of THE ROUND ROCK LEADER,
which is a newspaper published in Williamson County, Texas and
having general circulation in the state of Texas.
That the attached notice styled ROUND ROCK INDUSTRIAL DEVELOPMENT
CORPORATION TAX — EXEMPT ADJUSTABLE MODE INDUSTRIAL DEVELOPMENT REVENUE
REFUNDING BONDS (TELLABS, INC. PROJECT) SERIES 1991
was published in said newspaper on the following dates to wit:
1 9 7 .
November 25, 1991
SUBSCRIBED AND SWORN TO BEFORE ME THIS
PUBLIS
aa_ QSii
O,P�G�g�_
CARLA J. BAGGS
Nor( RtR Snh d Taal
Uy CommUU on 40113.12. 14N
ROUND ROCK IN011B1R.L
DEVELOPMENT CORPORATION
TA K-EKEMPTAD/UETABLE MODE
INDUSTRIAL DEVELOPMENT
REVENUE REFUNDING BONGS
(TELLABB. INC. PROJECT)
SERIES 1991
NOTICE OF PUBLIC MARINO
Pursuant to ...on 14TM of the
Revenue CO. 01 1980 es
amended (t ."Code'), NOTICE 18
the Round Rock
naueBiai GIVEN Corporation
IPM "L will held • gums nea.ne
..clay, 2Iy. cem
December ID 1991, at
12 30 p m, in the City Council
Chem0en, City NAIL 221 East Main
S Beet. R O Ued Rock Tau, with respect
to the contemplated We and Nuance
of not to 22.ESOAW In principal
01 1
ernount 01 IN Tax - Exempt Adluateble
Mode InduNtiel D.elepment Rwenue
• In 91 Itna 1891 Bon., T The
Woceedsorthe to. eonawill boomed
refund III Ina Issuers Industrial
Des 1 R. a
.nue0On. Sena
0 1 1 01200 000211.0 0 10.1 Prof., the
'INN Bonds'). originally Issued .. I n the
g0regale principal amount of
$3.800 .0:0. the proceeds of which were
used finance the acquisition of land
and the lIn fin aequDIian and cOnatrucuon Of
Improvement. thereon, including an
Industrial plant and 0111.1 il01. ,and
��rT0p01
e t, wey, Mou NOat Texas Rhicn
Free.). nc..00111) l
1..1.1 Der elopm•n0 Revenue
B onds, Sales 1983 "1 lls.a( ).
Inc. Project) (10lo1 1 t9e0 Sonde ")
ofipinallyla sued In the aggregate
principal amount of 90,100,g00, the
proceeds of wnl0hw.s used to finance
tns acquluuon el additional land and
n.. ollmproremmbloNe
Industrial plant and 1ffie• building
neotoeboveandlhesequlslgonol
wated at POI
Jeffrey Way, H aO k
Round ROCk Tex.wnlch
• owned en. op.nte0 by Tolle.
(Texas), Inc.(collectively.lne
'Project"). The Project currently Is
moat. don anePProximately TM-acre
Iraq and conal..I9f apurosimat•ly
84,000 square f a.ot industrial giant
and office building epees. Such
acing. are used br the manufemure.
trialing. to
relating to m tel.ommuni-
products • WYnau The proceeds al the
19111 Bonds and the 1963 Bonds wen
loan. lo m (ream,.,rw, a Tea.
• lion The proceeds of Ine 1991
00121
Bonds will be loured to Te14..Inc, an
llhnola atlan,Inatw011yawns
(7.00.
Tell.. (Tana). Inc The 1991 Bonds
would be limited Obligations 01 the
lamer. and would not constitute a 002,
or obligation of me C oy of Round Roc k,
Tex10 WIIIIameon COUnry, Tes.. Ina
B t 00NNbn thereof any political
su ln Order farm. intermit on Me 1991
Bonds to be ea.mpt from federal
Income .ullon, the Code requires that
the 0.0b al lh• 1991 Bonds
approved.
appropriate elected public
01110
ollieiels of Round Rock, Texas,
fallowing public nenng Appro./alai
the 1991 Bondelor . thecg0
POI u,purposes.
00. te . flit et and shall not be
construed •creating. any debt.
obilgau0n, 1101111y of Round Rock
Tea., nor approve! 1 1 •
prove a the props ions br
the refunding
19a3 Bonds pursuant Bo any of
w AlllIn0ter.tedvlab one N Melted t0
. h. a m e heal fig io exp rut their ewe
w0 n.M sp 1p 1n.Ned
.mg of Ne 1981
Bonds and the 1981 Band1nee01
the 1991 Bonds, the Project to be
1enneneed thereby. or the plan al
refinancing relating to the Protect_ In
lieu of ....an.. the m.ainp
con may he submitted to
respxl Me proposed Information
..t the nearing. or upon
. mend .
t prior ed edw d
O the request II rent... by •
su.Mntialnumberal 0 011lbprbr to
the scheduled dale set forth above for
the public boring, the la.uer will
old. changing the sits and time of
Me public nearing or holding a second
public uest M
hew.. Such reqould be
a
Round Rock In s Develop-
ment rial Develop-
ment Develop-
ment Co l.f.k.
City Nall
221 East Men Street
Round Rxk Teem ]Bees
Attention President
ROUND ROCK INDUSTRIAL
DEVELOPMENT CORPORATION
By: ysl1M0 Rabineon
TIIN. PrW0.n1
Pa Oal.— N.wnber 28,1991.
I hereby certify that the following are true and
accurate minutes of a public hearing conducted in connection
with the issuance of the Round Rock Industrial Development
Corporation Tax- Exempt Adjustable Mode Industrial Development
Revenue Refunding Bonds (Tellabs, Inc. Project) Series 1991:
The public hearing was held in accordance with
published notice commencing at 12:30 p.m. on
December 10, 1991 in the City Council Chambers of the
City Hall of Round Rock, Texas, and was conducted by
Beth A. Sudarshan, of the law firm of Fulbright &
Jaworski, bond counsel with respect to the
above - referenced financing. Upon the hearing,
Ms. Sudarshan explained the nature of the hearing,
the purpose of the financing, and invited any
interested person to comment on the matters to which
the hearing applied. There being no other persons
present, Ms. Sudarshan closed the public hearing at
1:15 p.m.
DATED: December 10, 1991.
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EXHIBIT B
CERTIFICATE AS TO
PUBLIC HEARING
Bet . Sudarshan
EXHIBIT C
RESOLUTION AUTHORIZING
ROUND ROCK INDUSTRIAL DEVELOPMENT CORPORATION
TAX - EXEMPT ADJUSTABLE MODE
INDUSTRIAL DEVELOPMENT REVENUE REFUNDING BONDS
(TELLABS, INC. PROJECT) SERIES 1991,
A LOAN AGREEMENT, AN INDENTURE OF TRUST,
AND A PLACEMENT AGREEMENT,
AND OTHER MATTERS IN CONNECTION THEREWITH
WHEREAS, pursuant to the Development Corporation Act
of 1979, Article 5190.6, Vernon's Texas Civil Statutes, as
amended (the "Act "), the Round Rock Industrial Development
Corporation (the "Issuer "), on behalf of the City of Round
Rock, Texas (the "Unit "), is empowered to finance the cost of
projects to promote the development and expansion of
manufacturing and industrial facilities to promote and
encourage employment and the public welfare by the issuance of
obligations of the Issuer, which projects will be inside the
Unit's boundaries;
WHEREAS, the Act also empowers the Issuer, on behalf
of the Unit, to issue refunding bonds for the purpose of
refunding any bonds then outstanding, issued on account of a
project, which shall have been issued under the provisions of
the Act;
WHEREAS, Tellabs, Inc. (the "User ") has requested that
the Issuer refinance a project (the "Project ") originally
financed by the Issuer through and by refunding (i) its
Industrial Development Revenue Bonds, Series 1981 (Tellabs
(Texas), Inc. Project) (the "Series 1981 Bonds ") originally
issued in the aggregate principal amount of $3,600,000,
$1,220,000 of which amount is currently outstanding, and (ii)
its Industrial Development Revenue Bonds, Series 1983 (Tellabs
(Texas), Inc. Project) (the "Series 1983 Bonds ") originally
issued in the aggregate principal amount of $3,100,000,
$1,630,000 of which amount is currently outstanding (the Series
1981 Bonds and the Series 1983 Bonds are collectively referred
to herein as the "Prior Bonds "), and further that the Issuer
adopt this Resolution with respect to such refunding;
WHEREAS, the proceeds of the Prior Bonds were loaned
to Tellabs (Texas), Inc., a Texas corporation wholly owned by
the User, and the payment of the principal of and premium, if
any, and interest on the Prior Bonds was guaranteed by the User;
WHEREAS, in view of the currently favorable market
conditions, it is considered essential that the refinancing of
the Project be completed at the earliest practicable date;
3 5 6 6 R
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WHEREAS, in furtherance of the Act, the User desires
that the Issuer issue its limited obligation revenue refunding
bonds in the aggregate principal amount of $2,850,000 styled
"Round Rock Industrial Development Corporation Tax - Exempt
Adjustable Mode Industrial Development Revenue Refunding Bonds
(Tellabs, Inc. Project) Series 1991" (the "Bonds ") the proceeds
of which will be used to refund the Prior Bonds;
WHEREAS, pursuant to Section 147(f) of the Internal
Revenue Code of 1986, as amended (the "Code "), a public hearing
(the "TEFRA Hearing "), following published notice thereof (the
"TEFRA Notice "), was held by the Issuer on the same date hereof
at which time the refunding of the Prior Bonds and the issuance
of the Bonds were considered; and
WHEREAS, there have been presented to the Issuer
proposed forms of each of the following:
3586R
1. Loan Agreement dated as of December 1, 1991
(the "Loan Agreement ") between the Issuer and the
User, including a promissory note from the User to
the Issuer in the principal amount of the Bonds (the
"Note ");
2. Indenture of Trust dated as of December 1,
1991 (the "Indenture ") between the Issuer and First -
Citizens Bank & Trust Company, as trustee (the
"Trustee ");
3. Placement Agreement dated as of December 10,
1991 (the "Placement Agreement "), among the Issuer,
the User, and Wachovia Bank of North Carolina,
National Association, as placement agent for the
Bonds (the "Placement Agent "); and
4. Preliminary Private Placement Memorandum
dated as of December 11, 1991 (the "Preliminary
Private Placement Memorandum ").
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE ROUND ROCK INDUSTRIAL DEVELOPMENT CORPORATION THAT:
Section 1. Based solely upon the representations made
to the Board of Directors (the "Board ") and to the Texas
Department of Commerce by the User, it appears and the Board
hereby finds that:
A. The refinancing of the Prior Bonds is
suitable for the promotion of manufacturing
or industrial development and expansion; and
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B. The refinancing of the Prior Bonds is in
furtherance of the public purposes of the
Act
Section 2. The Board hereby approves the Loan
Agreement in substantially the form and substance presented to
the Board and the President or any Vice President is hereby
authorized and directed, for and on behalf of the Issuer, to
execute the Loan Agreement, and the Secretary or any Assistant
Secretary is authorized and directed, for and on behalf of the
Issuer, to attest the Loan Agreement, and such officers are
hereby authorized to deliver the Loan Agreement. Upon
execution by the parties thereto and delivery thereof, the Loan
Agreement shall be binding upon the Issuer in accordance with
the terms and provisions thereof.
Section 3. The Bonds in the aggregate principal
amount of $2,850,000 are authorized to be issued for the
purpose of refinancing the costs of the Project by refunding
the Prior Bonds. The Board hereby approves the Indenture in
substantially the form and substance presented to the Board and
the President or any Vice President is authorized and directed,
for and on behalf of the Issuer, to execute the Indenture and
the Secretary or any Assistant Secretary is hereby authorized
to attest the Indenture on behalf of the Issuer, and such
officers are hereby authorized to deliver the Indenture.
Section 4. The Board hereby approves the Placement
Agreement in substantially the form and substance presented to
the Board and the President or any Vice President is authorized
and directed for and on behalf of the Issuer, to execute the
Placement Agreement on behalf of the Issuer and such officer is
- hereby authorized to deliver the Placement Agreement.
Section 5. The Preliminary Private Placement
Memorandum proposed to be delivered in connection with the sale
of the Bonds in substantially the form and substance presented
to the Board is hereby approved. Delivery to the purchasers of
the Preliminary Private Placement Memorandum, based upon
representations received from the User and Wachovia Bank of
North Carolina, National Association, as provider of the letter
of credit relating to the Bonds, is hereby authorized.
Section 6. The Board hereby approves the preparation
and delivery of a Private Placement Memorandum in substantially
the form and substance of the Preliminary Private Placement
Memorandum with such changes thereto as may be deemed necessary
by the officers of the Issuer designated below, their execution
thereof being deemed to constitute approval of such changes.
The President or any Vice President and the Secretary or any
Assistant Secretary are hereby authorized and directed, for and
8 5 8 6 R
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on behalf of the Issuer, to execute and deliver the Private
Placement Memorandum. Delivery to the purchasers of the
Private Placement Memorandum, based upon representations
received from the User and Wachovia Bank of North Carolina,
National Association, as provider of the letter of credit
relating to the Bonds, is hereby authorized.
Section 7. The Board hereby approves the Bonds in
substantially the form and substance set forth in the Indenture
and the President or any Vice President and the Secretary or
any Assistant Secretary are hereby authorized and directed, for
and on behalf of the Issuer, to execute the Bonds or have their
facsimile signatures placed upon the Bonds, and such officers
are hereby authorized and directed to deliver the Bonds, and
the seal of the Issuer is hereby authorized and directed to be
affixed or placed in facsimile on the Bonds.
Section 8. First- Citizens Bank & Trust Company is
hereby appointed as the initial Trustee under the Indenture,
Wachovia Bank of North Carolina, National Association is hereby
appointed as the initial Tender and Paying Agent under the
terms of the Indenture, and Wachovia Bank of North Carolina,
National Association is hereby appointed, at the request of the
User, as Remarketing Agent under the terms of the Indenture.
Section 9. The President, any Vice President, and the
Secretary or any Assistant Secretary are hereby authorized to
execute and deliver to the Trustee the written request of the
Issuer for the authentication and delivery of the Bonds by the
Trustee in accordance with the Indenture.
Section 10. Based upon the representations made to
the Board by the User, the Board hereby elects to have the
provisions of Section 103(b)(6) of the Internal Revenue Code of
1954 (and any successor provisions to the extent applicable to
the Bonds) apply to the Bonds.
Section 11. All action (not inconsistent with
provisions of this Resolution) heretofore taken by the Board
and officers of the Issuer directed toward the refinancing of
the Prior Bonds and the issuance of the Bonds, including the
publication of the TEFRA Notice and the holding of the TEFRA
Hearing, shall be and the same hereby are ratified, approved,
and confirmed.
Section 12. The officers of the Issuer shall take all
action in conformity with the Act necessary or reasonably
required to effectuate the issuance of the Bonds and the
refunding of the Prior Bonds and all action necessary for
carrying out, giving effect to, and consummating the
transactions contemplated by the Bonds and this Resolution,
including without limitation, the execution and delivery of any
3586R
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closing documents in connection with the issuance of the Bonds
and the release of (i) the Deed of Trust, Security Agreement,
Assignment of Rents and Financing Statement dated as of
January 1, 1981 from the User to John A. Roan, as mortgage
trustee, for the use and benefit of the Issuer, relating to the
Series 1981 Bonds, (ii) the Collateral Assignment and Security
Agreement (Notes and Liens) dated as of January 1, 1981 from
the Issuer in favor of the trustee of the Series 1981 Bonds,
(iii) the Trust Indenture dated as of January 1, 1981 from the
Issuer to the trustee of the Series 1981 Bonds, (iv) the Deed
of Trust, Security Agreement, Assignment of Rents and Financing
Statement dated as of December 15, 1983 from the User to John
A. Roan, as mortgage trustee, for the use and benefit of the
Issuer, relating to the Series 1983 Bonds, (v) the Collateral
Assignment and Security Agreement dated December 28, 1983 from
the Issuer to the trustee of the Series 1983 Bonds, and (vi)
the Trust Indenture dated as of December 15, 1983 from the
Issuer to the trustee of the Series 1983 Bonds, and any other
documents relating to the Prior Bonds, if necessary.
Section 13. The officers executing the documents
approved by this Resolution are authorized to approve such
changes to said documents as they deem advisable.
Section 14. After any of the Bonds are issued, this
Resolution shall be and remain in effect until the Bonds or
interest thereon shall have been fully paid or provisions for
payment shall have been made pursuant to the Indenture.
Section 15. If any section, paragraph, clause, or
provision of the Resolution shall be held to be invalid or
unenforceable, the invalidity or unenforceability of such
section, paragraph, clause, or provision shall not affect any
of the remaining provisions of this Resolution. In case any
obligation of the Issuer authorized or established by this
Resolution or the Bonds is held to be in violation of law as
applied to any person or in any circumstance, such obligation
shall be deemed to be the obligation of the Issuer to the
fullest extent permitted by law.
3586R
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DATE: December 10, 1991
SUBJECT: December 12, 1991
ITEM: 9B. Consider an approving resolution by Round Rock
Industrial Development Corporation providing for the
Issuance of Round Rock Industrial Development
Corporation Tax - Exempt Adjustable Mode Industrial
Development Revenue Refunding Bonds (Tellabs, Inc.
Project) Series 1991 and Regarding Section 147(f)
approval thereof.
STAFF RESOURCE PERSON: Steve Sheets
STAFF RECOMMENDATION:
Tellabs applied to the Round Rock Industrial Development
Corporation (IDC) for permission to refund its outstanding bonds to
take advantage of current favorable interest rates. The IDC has
reviewed the application and is recommending that the Council
approve the transaction.
RESOLUTION NO. 'o u v
RESOLUTION APPROVING RESOLUTION BY
ROUND ROCK INDUSTRIAL
DEVELOPMENT CORPORATION PROVIDING FOR THE
ISSUANCE OF ROUND ROCK
INDUSTRIAL DEVELOPMENT CORPORATION
TAX- EXEMPT ADJUSTABLE MODE
INDUSTRIAL DEVELOPMENT REVENUE REFUNDING BONDS
(TELLABS, INC. PROJECT) SERIES 1991
AND REGARDING SECTION 147(f) APPROVAL THEREOF
WHEREAS, the Round Rock Industrial Development
Corporation (the "Issuer ") was created by the City of Round
Rock, Texas (the "Unit ") pursuant to the provisions of the
Development Corporation Act of 1979, Article 5190.6, Vernon's
Texas Civil Statutes, as amended (the "Act ");
WHEREAS, the Issuer intends to refund its previously
issued bonds designated "Round Rock Industrial Development
Corporation Industrial Development Revenue Bonds, Series 1981
(Tellabs (Texas), Inc. Project)" (the "Series 1981 Bonds ")
originally issued in the aggregate principal amount of
$3,600,000, $1,220,000 of which is currently outstanding, and
"Round Rock Industrial Development Corporation Industrial
Development Revenue Bonds, Series 1983 (Tellabs (Texas), Inc.
Project)" (the "Series 1983 Bonds ") originally issued in the
aggregate principal amount of $3,100,000, $1,630,000 of which
is currently outstanding (the Series 1981 Bonds and the Series
1983 Bonds being collectively referred to herein as the "Prior
Bonds ");
WHEREAS, Section 25(f) of the Act requires that the
governing body of the Unit approve the resolutions of the
Issuer providing for the issuance of bonds, including refunding
bonds, no more than 60 days prior to the delivery of the bonds;
WHEREAS, the Issuer submits to the Unit the resolution
providing for the issuance of the captioned refunding bonds
(the "Bonds ") for its approval pursuant to the Act;
WHEREAS, it is deemed necessary and advisable that this
Resolution be adopted;
WHEREAS, Section 147(f) of the Internal Revenue Code of
1986, as amended (the "Code "), requires that the issuance of
any qualified bond be approved by either the governing bond of
the Unit or the chief elected executive officer of the Unit
after a public hearing following reasonable public notice; and
WHEREAS, the Issuer published notice of a public hearing
on the issuance of the Bonds (the "Public Notice ") in a
newspaper of general circulation in the jurisdiction of the
3 5 8 8 8
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Issuer as required by Section 147(f) of the Code and the
regulations promulgated thereunder; a copy of the affidavit of
publication of the Public Notice is attached hereto as
Exhibit A; and the Issuer conducted a public hearing following
reasonable public notice with respect to the Bonds and the
Certificate of Public Hearing attached hereto as Exhibit B
describes the comments, if any, received from the public at the
public hearing;
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF ROUND ROCK, TEXAS THAT:
Section 1. The Resolution Authorizing Round Rock
Industrial Development Corporation Tax- Exempt Adjustable Mode
Industrial Development Revenue Refunding Bonds (Tellabs, Inc.
Project) Series 1991, A Loan Agreement, An Indenture of Trust,
and A Placement Agreement, and Other Matters in Connection
Therewith, adopted by the Issuer on December 10, 1991 (the
"Issuer Resolution "), a copy of which is attached hereto as
Exhibit C and made a part hereof for all purposes, is hereby
specifically approved.
Section 2. There is hereby approved the issuance of the
Bonds, which are issued:
A. in the maximum aggregate face amount of
$2,850,000, and
B. the proceeds of which will be loaned to
Tellabs, Inc., an Illinois corporation, for the purpose
of refunding the Prior Bonds.
Section 3. The approval herein given is in accordance
with the provisions of Section 25(f) of the Act, and is not to
be construed as any undertaking by the Unit, and the Bonds
shall never constitute an indebtedness or pledge of the Unit,
or the State of Texas, within the meaning of any constitutional
or statutory provision, and the holder of the Bonds shall never
be paid in whole or in part out of any funds raised or to be
raised by taxation or any other revenues of the Issuer, the
Unit, or the State of Texas except those revenues assigned and
pledged by the Issuer Resolution.
Section 4. The programs and expenditures authorized and
contemplated by the Issuer Resolution are hereby in all
respects approved.
Section 5. For the purposes of satisfying Section
147(f) of the Code, the issuance of the Bonds, as described in
the Public Notice, is hereby approved and shall take effect
immediately.
3588R
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Section 6. The Mayor and City Secretary of the Unit and
the other officers of the Unit are hereby authorized, jointly
and severally, to execute and deliver such endorsements,
instruments, certificates, documents, or papers necessary and
advisable to carry out the intent and purposes of this
Resolution.
ATTEST:
( Idiii ' aid I Secretary
y of Round Rock, Texas
(SEAL)
3 5 8 8 R
PASSED AND APPROVED this December 12, 1991
Mayor, City •f Round Rock, Texas
-3-
THE STATE OF TEXAS)
COUNTY OF WILLIAMSON)
November 25, 1991
EXHIBIT A •
AFFIDAVIT OF PUBLICATION
Before me on this day personally appeared KEN LONG, known to me to
be the Publisher, of the ROUND ROCK LEADER, who being duly sworn
deposes and says:
That the undersigned is the Publisher of THE ROUND ROCK LEADER,
which is a newspaper published in Williamson County, Texas and
having general circulation in the state of Texas.
That the attached notice styled ROUND ROCK INDUSTRIAL DEVELOPMENT
CORPORATION TAX - EXEMPT ADJUSTABLE MODE INDUSTRIAL DEVELOPMENT REVENUE
REFUNDING BONDS (TELLABS, INC. PROJECT) SERIES 1991
was published in said newspaper on the following dates to wit:
SUBSCRIBED AND SWORN TO BEFORE ME THIS
19 c/.
CARIA J. BAGGS
naryptekSeh 4 ou
feyCartvw n WfMD8.5%2
PUOL:L NOTICE
ROUND ROCS INDUSTRIAL
DEVELOPMENT CORPORATION
TAX- EXEMPT ADJUSTABLE M00!
INDUSTRIAL DEVELOPMENT
REVENUE REFUNDING BONDS
(TELLABS. INC, PROJECT)
0001011 1191
190710! OF PUBLIC II[ARING
Pursuant to section 1 alt fl of 1.n•
int•rn•I •r•nu• 0aa• of 196d, as
amanitas) 11. "Coos' 1. NOTICE I S
HEREBY GIVEN Nat N• Round Floc.
Industrial Persimmon, Corporation
11S 'toast) mil MId a pub.. hearing
an Tunday. DecfmD 10, 1991. at
19 JO p m. In Ms City Council
M
Chambers, City Hall, 791 Eeal Mein
Street Reurid Reels TSxaf. with ralpeG
to the c alml sal. and Issuance
of not rd exceed .7.0d0000 In principal
amount al IN T•x -Easmat Adtustabl•
rip Bann li.ii a ins Revenue
3
Node id 901.1991 Banda Oonds'1. s.
in refund 11) I..Iss•ein
•I
Development Rerenu,Ben0S. Series
1981(TNIaba (Tew). Inc Pral.01)
'1981 BondY). ongmally isaub in me
•gglIgal• principal amount 01
$3,800,VOG 16 proceeds al which war.
used to finance 10 acquisition of lane
and the acgoullan and construction of
improrsmenla m•rson. mbiuding en
bdu•trw Mail and odic • building. r 6 nand
Jal.•y Wey, Round ROOx, T•x•ui/hicli
;re by Tell..
n• Inc andlill .....
Indu.ltial Development Ravi nua
Bonds. Series 153 trellabs (Tadao).
Inc Protect) (11.1•'19117 Saida")
originally isau7e Inthe 199.9111
ampunl 01 83.100,000,th.
0,00.
proceeds 9. of whien were used to finance
the imatuba. N addillonal land and
ru ctbn al improvsm enb to 1.M
aIri•I plant and olllce building
toenw•, MppM•eoulaltiaM
cartain 601
J•Nr.Way,Raun at d Rac0T i.w.lon
are caned and operated by Teli0bs
(Teas), Inc. (001 llrely, 1.h•
"Protect") The P1,rdl.01 .01 curranlly la
IocalI don an approximately IS -acre
trial and consists of approximately
56,090 square II0 ofIn0o.I,I dustrial plant
and once building .pats Such
I•clllue• •t. low iM the manufacture.
lasong.•nd distribution of modular
relating to Me tetommunl.
products 01 buflnela TM ec proceeds at 1M
1901 Bonds and 1.n• 1963 Bondi were
01
dedIo TtlMq 710001 ,dm.• Taw
1 9 nd1.111 b The mac.. 1. 1991
Bonds will heba101 to TNMbs, Ina, an
Il.noneorperatian.that wholly awn.
Tell.W Inc. The 1991 Bonds
would be . limited obligation. of 1M
Issuer, and would not coiNOM• deal
ro Wion son County Round Roc.
Sr•ce al TM rang po
a• .n Ustc•I
bdlrebn thereof o
au In order for IM interest on the 1991
Bonds lobo mtemm from redsr•I
Indims ..Nan, the Cade got
the Issuance of the 1991 t Bond. be
s0 by appro....1. W pang
011(01
011101.1e of Rau rid Rock. Tee•.,
follow, a public hearing Awl:real 01
1e 1991 noMelarpurpmnollecod.
aria shell real be
wing. any debt.
construed lt win of wound RoN,
Texas i eoParal of 6M arombns Ear
1803 8,79. eltM 1961 Banta and0M
1983 Benda punusn110 any other
ap a praviab 011.w.
911 111 m
All Inleted pst10he ve Invited M
10axpriSad1OltVieWS
wil0reapdcllolhe 9ofthe81
Banda and the 1967 Bend., iMUan01
ce dl
tit• 1991 Bands, 1e Praleol to be
refinanced thereby. or Inv pia. of
refinancing relating to lieu al ettondanc• at the I the rnwing,
he
*ratan comment:a beau Alon with
respec1101M91000asd 1991 BOndewe
be available at the howl m9. or moan
wnnan lequft prior Men. b16.W
to IM Ivusr. II n8u.atsd by •
W MMnllalnombMalthepsibileprior19
iM scheduled date M forth above for
Ih•oublic hearing,IM Issuer will
consider changing or noialna n
a a o • o . e
9.blic
Round Rock Industrial 13.1109 -
mans Comaratbn
City Hall
221 E9al Main Street
Pound Rock, Tessa 79864
Anentlon President
ROUND ROCK wourn u.
09.1.01 MENT CORPONATION
SH /NMI .Roane.
n5.: President
Pus D•t•-- Ne..mr g6. OM.
I hereby certify that the following are true and
accurate minutes of a public hearing conducted in connection
with the issuance of the Round Rock Industrial Development
Corporation Tax- Exempt Adjustable Mode Industrial Development
Revenue Refunding Bonds (Tellabs, Inc. Project) Series 1991:
The public hearing was held in accordance with
published notice commencing at 12:30 p.m. on
December 10, 1991 in the City Council Chambers of the
City Hall of Round Rock, Texas, and was conducted by
Beth A. Sudarshan, of the law firm of Fulbright &
Jaworski, bond counsel with respect to the
above - referenced financing. Upon the hearing,
Ms. Sudarshan explained the nature of the hearing,
the purpose of the financing, and invited any
interested person to comment on the matters to which
the hearing applied. There being no other persons
present, Ms. Sudarshan closed the public hearing at
1:15 p.m.
DATED: December 10, 1991.
3 S 4 0 R
EXHIBIT B
CERTIFICATE AS TO
PUBLIC HEARING
Bet . Sudarshan
WHEREAS, pursuant to the Development Corporation Act
of 1979, Article 5190.6, Vernon's Texas Civil Statutes, as
amended (the "Act "), the Round Rock Industrial Development
Corporation (the "Issuer "), on behalf of the City of Round
Rock, Texas (the "Unit "), is empowered to finance the cost of
projects to promote the development and expansion of
manufacturing and industrial facilities to promote and
encourage employment and the public welfare by the issuance of
obligations of the Issuer, which projects will be inside the
Unit's boundaries;
WHEREAS, the Act also empowers the Issuer, on behalf
of the Unit, to issue refunding bonds for the purpose of
refunding any bonds then outstanding, issued on account of a
project, which shall have been issued under the provisions of
the Act;
WHEREAS, Tellabs, Inc. (the "User ") has requested that
the Issuer refinance a project (the "Project ") originally
financed by the Issuer through and by refunding (i) its
Industrial Development Revenue Bonds, Series 1981 (Tellabs
(Texas), Inc. Project) (the "Series 1981 Bonds ") originally
issued in the aggregate principal amount of $3,600,000,
$1,220,000 of which amount is currently outstanding, and (ii)
its Industrial Development Revenue Bonds, Series 1983 (Tellabs
(Texas), Inc. Project) (the "Series 1983 Bonds ") originally
issued in the aggregate principal amount of $3,100,000,
$1,630,000 of which amount is currently outstanding (the Series
1981 Bonds and the Series 1983 Bonds are collectively referred
to herein as the "Prior Bonds "), and further that the Issuer
adopt this Resolution with respect to such refunding;
WHEREAS, the proceeds of the Prior Bonds were loaned
to Tellabs (Texas), Inc., a Texas corporation wholly owned by
the User, and the payment of the principal of and premium, if
any, and interest on the Prior Bonds was guaranteed by the User;
WHEREAS, in view of the currently favorable market
conditions, it is considered essential that the refinancing of
the Project be completed at the earliest practicable date;
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EXHIBIT C
RESOLUTION AUTHORIZING
ROUND ROCK INDUSTRIAL DEVELOPMENT CORPORATION
TAX- EXEMPT ADJUSTABLE MODE
INDUSTRIAL DEVELOPMENT REVENUE REFUNDING BONDS
(TELLABS, INC. PROJECT) SERIES 1991,
A LOAN AGREEMENT, AN INDENTURE OF TRUST,
AND A PLACEMENT AGREEMENT,
AND OTHER MATTERS IN CONNECTION THEREWITH
-1-
WHEREAS, in furtherance of the Act, the User desires
that the Issuer issue its limited obligation revenue refunding
bonds in the aggregate principal amount of $2,850,000 styled
"Round Rock Industrial Development Corporation Tax - Exempt
Adjustable Mode Industrial Development Revenue Refunding Bonds
(Tellabs, Inc. Project) Series 1991" (the "Bonds ") the proceeds
of which will be used to refund the Prior Bonds;
WHEREAS, pursuant to Section 147(f) of the Internal
Revenue Code of 1986, as amended (the "Code "), a public hearing
(the "TEFRA Hearing "), following published notice thereof (the
"TEFRA Notice "), was held by the Issuer on the same date hereof
at which time the refunding of the Prior Bonds and the issuance
of the Bonds were considered; and
WHEREAS, there have been presented to the Issuer
proposed forms of each of the following:
3 5 8 6 R
1. Loan Agreement dated as of December 1, 1991
(the "Loan Agreement ") between the Issuer and the
User, including a promissory note from the User to
the Issuer in the principal amount of the Bonds (the
"Note ");
2. Indenture of Trust dated as of December 1,
1991 (the "Indenture ") between the Issuer and First -
Citizens Bank & Trust Company, as trustee (the
"Trustee ");
3. Placement Agreement dated as of December 10,
1991 (the "Placement Agreement "), among the Issuer,
the User, and Wachovia Bank of North Carolina,
National Association, as placement agent for the
Bonds (the "Placement Agent "); and
4. Preliminary Private Placement Memorandum
dated as of December 11, 1991 (the "Preliminary
Private Placement Memorandum ").
THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE ROUND ROCK INDUSTRIAL DEVELOPMENT CORPORATION THAT:
Section 1. Based solely upon the representations made
to the Board of Directors (the "Board ") and to the Texas
Department of Commerce by the User, it appears and the Board
hereby finds that:
A. The refinancing of the Prior Bonds is
suitable for the promotion of manufacturing
or industrial development and expansion; and
-2-
B. The refinancing of the Prior Bonds is in
furtherance of the public purposes of the
Act.
Section 2. The Board hereby approves the Loan
Agreement in substantially the form and substance presented to
the Board and the President or any Vice President is hereby
authorized and directed, for and on behalf of the Issuer, to
execute the Loan Agreement, and the Secretary or any Assistant
Secretary is authorized and directed, for and on behalf of the
Issuer, to attest the Loan Agreement, and such officers are
hereby authorized to deliver the Loan Agreement. Upon
execution by the parties thereto and delivery thereof, the Loan
Agreement shall be binding upon the Issuer in accordance with
the terms and provisions thereof.
Section 3. The Bonds in the aggregate principal
amount of $2,850,000 are authorized to be issued for the
purpose of refinancing the costs of the Project by refunding
the Prior Bonds. The Board hereby approves the Indenture in
substantially the form and substance presented to the Board and
the President or any Vice President is authorized and directed,
for and on behalf of the Issuer, to execute the Indenture and
the Secretary or any Assistant Secretary is hereby authorized
to attest the Indenture on behalf of the Issuer, and such
officers are hereby authorized to deliver the Indenture.
Section 4. The Board hereby approves the Placement
Agreement in substantially the form and substance presented to
the Board and the President or any Vice President is authorized
and directed for and on behalf of the Issuer, to execute the
Placement Agreement on behalf of the Issuer and such officer is
hereby authorized to deliver the Placement Agreement.
Section 5. The Preliminary Private Placement
Memorandum proposed to be delivered in connection with the sale
of the Bonds in substantially the form and substance presented
to the Board is hereby approved. Delivery to the purchasers of
the Preliminary Private Placement Memorandum, based upon
representations received from the User and Wachovia Bank of
North Carolina, National Association, as provider of the letter
of credit relating to the Bonds, is hereby authorized.
Section 6. The Board hereby approves the preparation
and delivery of a Private Placement Memorandum in substantially
the form and substance of the Preliminary Private Placement
Memorandum with such changes thereto as may be deemed necessary
by the officers of the Issuer designated below, their execution
thereof being deemed to constitute approval of such changes.
The President or any Vice President and the Secretary or any
Assistant Secretary are hereby authorized and directed, for and
3 5 8 6 8
-3-
on behalf of the Issuer, to execute and deliver the Private
Placement Memorandum. Delivery to the purchasers of the
Private Placement Memorandum, based upon representations
received from the User and Wachovia Bank of North Carolina,
National Association, as provider of the letter of credit
relating to the Bonds, is hereby authorized.
Section 7. The Board hereby approves the Bonds in
substantially the form and substance set forth in the Indenture
and the President or any Vice President and the Secretary or
any Assistant Secretary are hereby authorized and directed, for
and on behalf of the Issuer, to execute the Bonds or have their
facsimile signatures placed upon the Bonds, and such officers
are hereby authorized and directed to deliver the Bonds, and
the seal of the Issuer is hereby authorized and directed to be
affixed or placed in facsimile on the Bonds.
Section 8. First - Citizens Bank & Trust Company is
hereby appointed as the initial Trustee under the Indenture,
Wachovia Bank of North Carolina, National Association is hereby
appointed as the initial Tender and Paying Agent under the
terms of the Indenture, and Wachovia Bank of North Carolina,
National Association is hereby appointed, at the request of the
User, as Remarketing Agent under the terms of the Indenture.
Section 9. The President, any Vice President, and the
Secretary or any Assistant Secretary are hereby authorized to
execute and deliver to the Trustee the written request of the
Issuer for the authentication and delivery of the Bonds by the
Trustee in accordance with the Indenture.
Section 10. Based upon the representations made to
the Board by the User, the Board hereby elects to have the
provisions of Section 103(b)(6) of the Internal Revenue Code of
1954 (and any successor provisions to the extent applicable to
the Bonds) apply to the Bonds.
Section 11. All action (not inconsistent with
provisions of this Resolution) heretofore taken by the Board
and officers of the Issuer directed toward the refinancing of
the Prior Bonds and the issuance of the Bonds, including the
publication of the TEFRA Notice and the holding of the TEFRA
Hearing, shall be and the same hereby are ratified, approved,
and confirmed.
Section 12. The officers of the Issuer shall take all
action in conformity with the Act necessary or reasonably
required to effectuate the issuance of the Bonds and the
refunding of the Prior Bonds and all action necessary for
carrying out, giving effect to, and consummating the
transactions contemplated by the Bonds and this Resolution,
including without limitation, the execution and delivery of any
3586R
-4-
a
ES
closing documents in connection with the issuance of the Bonds
and the release of (i) the Deed of Trust, Security Agreement,
Assignment of Rents and Financing Statement dated as of
January 1, 1981 from the User to John A. Roan, as mortgage
trustee, for the use and benefit of the Issuer, relating to the
Series 1981 Bonds, (ii) the Collateral Assignment and Security
Agreement (Notes and Liens) dated as of January 1, 1981 from
the Issuer in favor of the trustee of the Series 1981 Bonds,
(iii) the Trust Indenture dated as of January 1, 1981 from the
Issuer to the trustee of the Series 1981 Bonds, (iv) the Deed
of Trust, Security Agreement, Assignment of Rents and Financing
Statement dated as of December 15, 1983 from the User to John
A. Roan, as mortgage trustee, for the use and benefit of the
Issuer, relating to the Series 1983 Bonds, (v) the Collateral
Assignment and Security Agreement dated December 28, 1983 from
the Issuer to the trustee of the Series 1983 Bonds, and (vi)
the Trust Indenture dated as of December 15, 1983 from the
Issuer to the trustee of the Series 1983 Bonds, and any other
documents relating to the Prior Bonds, if necessary.
Section 13. The officers executing the documents
approved by this Resolution are authorized to approve such
changes to said documents as they deem advisable.
Section 14. After any of the Bonds are issued, this
Resolution shall be and remain in effect until the Bonds or
interest thereon shall have been fully paid or provisions for
payment shall have been made pursuant to the Indenture.
Section 15. If any section, paragraph, clause, or
provision of the Resolution shall be held to be invalid or
unenforceable, the invalidity or unenforceability of such
section, paragraph, clause, or provision shall not affect any
of the remaining provisions of this Resolution. In case any
obligation of the Issuer authorized or established by this
Resolution or the Bonds is held to be in violation of law as
applied to any person or in any circumstance, such obligation
shall be deemed to be the obligation of the Issuer to the
fullest extent permitted by law.
5 8 6 R
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