O-89-2394 - 2/9/19892394
CERTIFICATE FOR ORDINANCE
THE STATE OF TEXAS
COUNTY OF WILLIAMSON
CITY OF ROUND ROCK
We, the undersigned officers of said City, hereby
certify as follows:
1. The City Council of said City convened in REGULAR
MEETING ON THE 9TH DAY OF FEBRUARY, 1989, at the City Hall,
and the roll was called of the duly constituted officers and
members of said City Council, to -wit:
Mike Robinson, Mayor
Joanne Land, City Secretary
Pete Correa
Charles Culpepper
John Hood
Ronnie Jean
Glenn T. King
Trudy L. Lee
and all of said persons were present, except the following
absentees:
thus constituting a quorum. Whereupon, among other busi-
ness, the following was transacted at said Meeting: a
written
ORDINANCE AUTHORIZING THE ISSUANCE OF
CERTIFICATES OF OBLIGATION, SERIES 1989
was duly introduced for the consideration of said. City
Council and read in full. It was then duly moved and
seconded that said Ordinance be adopted; and after due
discussion, said motion carrying with it the adoption of
said Ordinance, prevailed and carried by the following vote:
AYES: All members of said City Council shown
present above voted "Aye".
NOES: None.
2. That a true, full and correct copy of the aforesaid
Ordinance adopted at the Meeting described in the above and
foregoing paragraph is attached to and follows this Certifi-
cate; that said Ordinance has been duly recorded in said
City Council's minutes of said Meeting; that the above and
foregoing paragraph is a true, full and correct excerpt from
said City Council's minutes of said Meeting pertaining to
the adoption of said Ordinance; that the persons named in
the above and foregoing paragraph are the duly chosen,
qualified and acting officers and members of said City
Council as indicated therein; that each of the officers and
members of said City Council was duly and sufficiently
notified officially and personally, in advance, of the time,
place and purpose of the aforesaid Meeting, and that said
Ordinance would be introduced and considered for adoption at
said Meeting, and each of said officers and members consent-
ed, in advance, to the holding of said Meeting for such
purpose, and that said Meeting was open to the public and
public notice of the time, place and purpose of said meeting
was given, all as required by Vernon's Ann. Civ. St. Article
6252-17.
3. That the Mayor of said City has approved and hereby
approves the aforesaid Ordinance; that the Mayor and the
City Secretary of said City have duly signed said Ordinance;
and that the Mayor and the City Secretary of said City
hereby declare that their signing of this Certificate shall
constitute the signing of the attached and following copy of
said Ordinance for all purposes.
SIGNED AND SEALED the 9th day of February, 1989.
.4M) h44 -7i
ty Secretary Mayor
SEAL
ORDINANCE AUTHORIZING THE ISSUANCE
OF CERTIFICATES OF OBLIGATION, SERIES 1989
THE STATE OF TEXAS
COUNTY OF WILLIAMSON
CITY OF ROUND ROCK
WHEREAS, the City Council deems it advisable to issue
Certificates of Obligation in the amount of $190,000 for the
purpose of paying all or a portion of the City's contractual
obligation for purchasing approximately 20 acres, to be used
as a future site for a maintenance building, fire station
and other municipal buildings and uses, out of the J. M.
Harrell Survey in Williamson County, Texas from Austin White
Lime Company, a Texas limited partnership; and
WHEREAS, the Certificates of Obligation hereinafter
authorized and designated are to be issued and delivered for
cash pursuant to Subchapter C of Chapter 271, Local Govern-
ment Code; and
WHEREAS, the City Council has heretofore, on the 12th
day of January, 1989, adopted a resolution authorizing and
directing the City Secretary to give notice of intention to
issue Certificates of Obligation; and
WHEREAS, said
Round Rock Leader,
tion in said City,
January 26, 1989,
defined in Article
notice has been duly published in the
which is a newspaper of general circula-
in its issues of January 19, 1989 and
said newspaper being a "newspaper" as
28a, V.A.T.C.S.; and
WHEREAS, the City received no petition from the quali
fied electors of the City protesting the issuance of such
Certificates of Obligation; and
WHEREAS, it is considered to be to the best interest of
the City that said interest bearing Certificates of Obliga-
tion be issued.
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF ROUND
ROCK, TEXAS:
Section 1. AMOUNT AND PURPOSE OF THE CERTIFICATES OF
OBLIGATION. The certificates of obligation of the City of
Round Rock, Texas (the "Issuer") are hereby authorized to be
issued and delivered in the aggregate principal amount of
$190,000 for the purpose of paying all or a portion of the
Issuer's contractual obligation for purchasing approximately
20 acres, to be used as a future site for a maintenance
building, fire station and other municipal buildings and
uses, out of the J. M. Harrell Survey in Williamson County,
Texas from Austin White Lime Company, a Texas limited
partnership.
Section 2. DESIGNATION, DATE, DENOMINATIONS, NUMBERS,
AND MATURITIES OF CERTIFICATES OF OBLIGATION. Each certifi-
cate of obligation issued pursuant to this Ordinance shall
be designated: "CITY OF ROUND ROCK, TEXAS CERTIFICATES OF
OBLIGATION OF OBLIGATION, SERIES 1989," and initially there
shall be issued, sold, and delivered hereunder fully regis-
tered certificates of obligation, without interest coupons,
dated January 1, 1989, in the respective denominations and
principal amounts hereinafter stated, numbered consecutively
from R-1 upward, payable to the respective initial regis-
tered owners thereof; to -wit: AUSTIN WHITE LIME COMPANY, a
Texas limited partnership, or to the registered assignee or
assignees of said certificates of obligation or any portion
or portions thereof (in each case, the "Registered Owner"),
and said certificates of obligation shall mature and be
payable serially on February 1 in each of the years and in
the principal amounts, respectively, as set forth in the
following schedule:
YEARS AMOUNTS
1990 $33,300
1991 35,500
1992 37,800
1993 40,300
1994 43,100
The term "Certificates of Obligation" as used in this
Ordinance shall mean and include collectively the certifi-
cates of obligation initially issued and delivered pursuant
to this Ordinance and all substitute certificates of obliga-
tion exchanged therefor, as well as all other substitute
certificates of obligation and replacement certificates of
obligation issued pursuant hereto, and the term "Certificate
of Obligation" shall mean any of the Certificates of Obliga-
tion.
Section 3. INTEREST. The Certificates of Obligation
scheduled to mature during the years, respectively, set
forth below shall bear interest from the dates specified in
the FORM OF CERTIFICATE set forth in this Ordinance to their
respective dates of maturity or redemption prior to maturity
at the rate of 6.40% per annum. Said interest shall be
payable in the manner provided and on the dates stated in
the FORM OF CERTIFICATE set forth in this Ordinance.
Section 4. CHARACTERISTICS OF THE CERTIFICATES OF
OBLIGATION. Registration, Transfer, Conversion and Ex-
change; Authentication. (a) The Issuer shall keep or cause
to be kept at the principal corporate trust office of First
City National Bank of Austin, Austin, Texas (the "Paying
Agent/Registrar") books or records for the registration of
the transfer, conversion and exchange of the Certificates of
Obligation (the "Registration Books"), and the Issuer hereby
2
appoints the Paying Agent/Registrar as its registrar and
transfer agent to keep such books or records and make such
registrations of transfers, conversions 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, conversions 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 Certificate of
Obligation to which payments with respect to the Certifi-
cates of Obligation 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 right to inspect the Registration Books
during regular business hours of the Paying Agent/Registrar,
but otherwise the Paying Agent/Registrar shall keep the
Registration Books confidential and, unless otherwise
required by law, shall not permit their inspection by any
other entity. The Issuer shall pay the Paying Agent/Regis-
trar's standard or customary fees and charges for making
such registration, transfer, conversion, exchange and
delivery of a substitute Certificate of Obligation or
Certificates of Obligation. Registration of assignments,
transfers, conversions and exchanges of Certificates of
Obligation shall be made in the manner provided and with the
effect stated in the FORM OF CERTIFICATE OF OBLIGATION set
forth in this Ordinance. Each substitute Certificate of
Obligation shall bear a letter and/or number to distinguish
it from each other Certificate of Obligation.
Except as provided in Section 4(c) of this Ordinance,
an authorized representative of the Paying Agent/Registrar
shall, before the delivery of any such Certificate of
Obligation, date and manually sign said Certificate of
Obligation, and no such Certificate of Obligation shall be
deemed to be issued or outstanding unless such Certificate
of Obligation is so executed. The Paying Agent/Registrar
promptly shall cancel all paid Certificates of Obligation
and Certificates of Obligation surrendered for conversion
and exchange. No additional ordinances, orders, or resolu-
tions need be passed or adopted by the governing body of the
Issuer or any other body or person so as to accomplish the
foregoing conversion and exchange of any Certificate of
Obligation or portion thereof, and the Paying Agent/Regis-
trar shall provide for the printing, execution, and delivery
of the substitute Certificates of Obligation in the manner
prescribed herein, and said Certificates of Obligation shall
be printed or typed on paper of customary weight and
strength. Pursuant to Vernon's Ann. Tex. Civ. St. Art.
717k-6, and particularly Section 6 thereof, the duty of
conversion and exchange of Certificates of Obligation as
aforesaid is hereby imposed upon the Paying Agent/Registrar,
3
and, upon the execution of said Certificate of Obligation,
the converted and exchanged Certificate of Obligation shall
be valid, incontestable, and enforceable in the same manner
and with the same effect as the Certificates of Obligation
which initially were issued and delivered pursuant to this
Ordinance, approved by the Attorney General, and registered
by the Comptroller of Public Accounts.
(b) Payment of Certificates of Obligation and Inter-
est. The Issuer hereby further appoints the Paying Agent/
Registrar to act as the paying agent for paying the princi-
pal of and interest on the Certificates of Obligation, 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 Certifi-
cates of Obligation, and of all conversions and exchanges of
Certificates of Obligation, and all replacements of Certifi-
cates of Obligation, as provided in this Ordinance. How-
ever, in the event of a nonpayment of interest on a sched-
uled 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 to the
Special Record Date by United States mail, first-class
postage prepaid, to the address of each registered owner
appearing on the Registration Books at the close of business
on the last business day next preceding the date of mailing
of such notice.
(c) In General. The Certificates of Obligation (i)
shall be issued in fully registered form, without interest
coupons, with the principal of and interest on such Certifi-
cates of Obligation to be payable only to the registered
owners thereof, (ii) may be redeemed prior to their sched-
uled maturities (notice of which shall be given to the
Paying Agent/Registrar by the Issuer at least 50 days prior
to any such redemption date), (iii) may be converted and ex-
changed for other Certificates of Obligation, (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 Certificates of
Obligation shall be payable, and (viii) shall be adminis-
tered and the Paying Agent/Registrar and the Issuer shall
have certain duties and responsibilities with respect to the
Certificates of Obligation, all as provided, and in the
manner and to the effect as required or indicated, in the
FORM OF CERTIFICATE OF OBLIGATION set forth in this Ordi-
nance. The Certificates of Obligation initially issued and
delivered pursuant to this Ordinance are not required to be,
and shall not be, authenticated by the Paying Agent/Regis-
trar, but on each substitute Certificate of Obligation
issued in conversion of and exchange for any Certificate or
4
Obligation or Certificates of Obligation issued under this
Ordinance the Paying Agent/Registrar shall execute the
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE, in the
form set forth in the FORM OF CERTIFICATE OF OBLIGATION.
(f) Substitute Paying Agent/Registrar. The Issuer
covenants with the registered owners of the Certificates of
Obligation that at all times while the Certificates of
Obligation are outstanding the Issuer will provide a compe-
tent and legally qualified bank, trust company, financial
institution, or other agency to act as and perform the
services of Paying Agent/Registrar for the Certificates of
Obligation 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/Regis-
trar upon not less than 120 days written notice to the
Paying Agent/Registrar, to be effective not later than 60
days prior to the next principal or interest payment date
after such notice. In the event that the entity at any time
acting as Paying Agent/Registrar (or its successor by
merger, acquisition, or other method) should resign or
otherwise cease to act as such, the Issuer covenants that
promptly it will appoint a competent and legally qualified
bank, trust company, financial institution, or other agency
to act as Paying Agent/Registrar under this Ordinance. Upon
any change in the Paying Agent/Registrar, the previous
Paying Agent/Registrar promptly shall transfer and deliver
the Registration Books (or a copy thereof), along with all
other pertinent books and records relating to the Certifi-
cates of Obligation, to the new Paying Agent/Registrar
designated and appointed by the Issuer. Upon any change in
the Paying Agent/Registrar, the Issuer promptly will cause a
written notice thereof to be sent by the new Paying Agent/
Registrar to each registered owner of the Certificates of
Obligation, 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.
Section 5. FORM OF CERTIFICATES OF OBLIGATION. The
form of the Certificates of Obligation, including the form
of Paying Agent/Registrar's Authentication Certificate, the
form of Assignment and the form of Registration Certificate
of the Comptroller of Public Accounts of the State of Texas
to be attached to the Certificates of Obligation initially
issued and delivered pursuant to this Ordinance, shall be,
respectively, substantially as follows, with such appropri-
ate variations, omissions, or insertions as are permitted or
required by this Ordinance.
5
NO. R -
INTEREST RATE
FORM OF CERTIFICATE
PRINCIPAL
AMOUNT
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF WILLIAMSON
CITY OF ROUND ROCK, TEXAS
CERTIFICATE OF OBLIGATION
SERIES 1989
DATE OF BONDS MATURITY DATE
6.40% January 1, 1989
ON THE MATURITY DATE specified above, the CITY OF ROUND
ROCK, in Williamson County (the "Issuer"), being a political
subdivision of the State of Texas, hereby promises to pay to
AUSTIN WHITE LIME COMPANY,
a Texas limited partnership
(hereinafter called the "registered owner") the principal
amount of
and to pay interest thereon from the date of delivery of
this Certificate of Obligation (which duly appears on the
back hereof) to the date of its scheduled maturity, or the
date of its redemption prior to scheduled maturity, at the
interest rate specified above with said interest being
payable on August 1, 1989 and semiannually on each February
1 and August 1 thereafter while this Certificate of Obliga-
tion is outstanding; except that if this Certificate of
Obligation is required to be authenticated and the date of
its authentication is later than the first Record Date
(hereinafter defined), such principal amount shall bear
interest from the interest payment date next preceding the
date of authentication, unless such date of authentication
is after any Record Date but on or before the next following
interest payment date, in which case such principal amount
shall bear interest from such next following interest
payment date; provided, however, that if on the date of
authentication hereof the interest on the Certificate of
Obligation or Certificates of Obligation, if any, for which
this Certificate of Obligation is being exchanged or conver-
ted from is due but has not been paid, then this Certificate
of Obligation shall bear interest from the date to which
such interest has been paid in full.
6
THE PRINCIPAL OF AND INTEREST ON this Certificate of
Obligation are payable in lawful money of the United States
of America, without exchange or collection charges. The
principal of this Certificate of Obligation shall be paid to
the registered owner hereof upon presentation and surrender
of this Certificate of Obligation at maturity, or upon the
date fixed for its redemption prior to maturity, at the
principal corporate trust office of First City National Bank
of Austin, Austin, Texas, which is the "Paying Agent/Regis-
trar" for this Certificate of Obligation. The payment of
interest on this Certificate of Obligation shall be made by
the Paying Agent/Registrar to the registered owner hereof on
each interest payment date by check or draft, dated as of
such interest payment date, drawn by the Paying Agent/Regis-
trar on, and payable solely from, funds of the Issuer
required by the ordinance authorizing the issuance of this
Certificate of Obligation (the "Certificate of Obligation
Ordinance") to be on deposit with the Paying Agent/Registrar
for such purpose as hereinafter provided; and such check or
draft shall be sent by the Paying Agent/Registrar by United
States mail, first-class postage prepaid, on each such
interest payment date, to the registered owner hereof, at
its address as it appeared on the 15th calendar day of the
month preceding each such date (the "Record Date") on the
Registration Books kept by the Paying Agent/Registrar, as
hereinafter described. In addition, interest may be paid by
such other method, acceptable to the Paying Agent/Registrar,
requested by, and at the risk and expense of, the registered
owner. In the event of a non-payment of interest on a
scheduled payment date, and for 30 days thereafter, a new
record date for such interest payment (a "Special Record
Date") will be established by the Paying Agent/Registrar, if
and when funds for the payment of such interest have been
received from the Issuer. Notice of the Special Record Date
and of the scheduled payment date of the past due interest
(which shall be 15 days after the Special Record Date) shall
be sent at least five business days prior to the Special
Record Date by United States mail, first-class postage
prepaid, to the address of each owner of a Certificate of
Obligation appearing on the Registration Books at the close
of business on the last business day next preceding the date
of mailing of such notice.
ANY ACCRUED INTEREST due at maturity or upon the
redemption of this Certificate of Obligation prior to
maturity as provided herein shall be paid to the registered
owner upon presentation and surrender of this Certificate of
Obligation for redemption and payment at the principal
corporate trust office of the Paying Agent/Registrar. The
Issuer covenants with the registered owner of this Certifi-
cate of Obligation that on or before each principal payment
date, interest payment date, and accrued interest payment
date for this Certificate of Obligation it will make avail-
able to the Paying agent/Registrar, from the "Interest and
7
Sinking Fund" created by the Certificate of Obligation
Ordinance, the amounts required to provide for the payment,
in immediately available funds, of all principal of and
interest on the Certificates of Obligation, when due.
IF THE DATE for the payment of the principal of or
interest on this Certificate of Obligation 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 author-
ized by law or executive order to close, or the United
States Postal Service is not open for business, then the
date for such payment shall be the next succeeding day which
is not such a Saturday, Sunday, legal holiday, or day on
which banking institutions are authorized to close, or the
United States Postal Service is not open for business; and
payment on such date shall have the same force and effect as
if made on the original date payment was due.
THIS CERTIFICATE OF OBLIGATION is one of a Series of
Certificates of Obligation dated January 1, 1989, authorized
in accordance with the Constitution and laws of the State of
Texas, in the principal amount of $190,000, for the purpose
of paying all or a portion of the Issuer's contractual
obligations for purchasing approximately 20 acres, to be
used as a future site for a maintenance building, fire
station and other municipal buildings and uses, out of the
J. M. Harrell Survey in Williamson County, Texas from Austin
White Lime Company, a Texas limited partnership.
ON AUGUST 1, 1989, or on any date thereafter, the
Certificate of Obligation of this Series may be redeemed
prior to their scheduled maturities, at the option of the
Issuer, with funds derived from any available and lawful
source, as a whole, or in part, and, if in part, the partic-
ular Certificate of Obligation, or portions thereof, to be
redeemed shall be selected and designated by the Issuer
(provided that a portion of a Certificate of Obligation may
be redeemed only in an integral multiple of $1,000), at a
redemption price equal to the principal amount to be re-
deemed plus accrued interest to the date fixed for re-
demption.
AT LEAST 30 days prior to the date fixed for any
redemption of Certificates of Obligation prior to maturity a
written notice of such redemption shall be published once in
a financial publication, journal or reporter of general
circulation among securities dealers in the State of Texas.
Such notice also shall be sent by the Paying Agent/Registrar
by United States mail, first-class postage prepaid, at least
30 days prior to the date fixed for any such redemption, to
the registered owner of each Certificate of Obligation to be
redeemed at its address as it appeared on the 45th day prior
to such redemption date; provided, however, that the failure
8
to send, mail or receive such notice, or any defect therein
or in the sending or mailing thereof, shall not affect the
validity or effectiveness of the proceedings for the redemp-
tion of any Certificate of Obligation, and it is hereby
specifically provided that the publication of such notice as
required above shall be the only notice actually required in
connection with or as a prerequisite to the redemption of
any Certificate of Obligation or portions thereof. 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 Certificate of Obligation
or portions thereof which are to be so redeemed. If such
written notice of redemption is published and if due provi-
sion for such payment is made, all as provided above, the
Certificate of Obligation or portions thereof which are to
be so redeemed thereby automatically shall be treated as
redeemed prior to their scheduled maturities, and they shall
not bear interest after the date fixed for redemption, and
they shall not be regarded as being outstanding except for
the right of the registered owner to receive the redemption
price from the Paying Agent/Registrar out of the funds
provided for such payment.
ALL CERTIFICATES OF OBLIGATION OF THIS SERIES are
issuable solely as fully registered certificates of obliga-
tion, without interest coupons. As provided in the Certifi-
cate of Obligation Ordinance, this Certificate of Obliga-
tion, may, at the request of the registered owner or the
assignee or assignees hereof, be assigned, transferred,
converted into and exchanged for a like aggregate principal
amount of fully registered certificates of obligation,
without interest coupons, payable to the appropriate regis-
tered owner, assignee or assignees, as the case may be,
having the same denomination as requested in writing by the
appropriate registered owner, assignee or assignees, as the
case may be, upon surrender of this Certificate of Obliga-
tion to the Paying Agent/Registrar for cancellation, all in
accordance with the form and procedures set forth in the
Certificate of Obligation Ordinance. Among other require-
ments for such assignment and transfer, this Certificate of
Obligation must be presented and surrendered to the Paying
Agent/Registrar, together with proper instruments of as-
signment, in form and with guarantee of signatures satis-
factory to the Paying Agent/Registrar, evidencing assignment
of this Certificate of Obligation to the assignee or assign-
ees in whose name or names this Certificate of Obligation or
any such portion or portions hereof is or are to be regis-
tered. The form of Assignment printed or endorsed on this
Certificate of Obligation may be executed by the registered
owner to evidence the assignment hereof, but such method is
not exclusive, and other instruments of assignment satisfac-
tory to the Paying Agent/Registrar may be used to evidence
the assignment of this Certificate of Obligation or any
portion or portions hereof from time to time by the
9
registered owner. The Paying Agent/Registrar's reasonable
standard or customary fees and charges for assigning,
transferring, converting and exchanging any Certificate of
Obligation or portion thereof will be paid by the Issuer.
In any circumstance, any taxes or governmental charges
required to be paid with respect thereto shall be paid by
the one requesting such assignment, transfer, conversion or
exchange, as a condition precedent to the exercise of such
privilege. The Paying Agent/Registrar shall not be required
to make any such transfer, conversion, or exchange (i)
during the period commencing with the close of business on
any Record Date and ending with the opening of business on
the next following principal or interest payment date, or
(ii) with respect to any Certificate of Obligation or any
portion thereof called for redemption prior to maturity,
within 45 days prior to its redemption date.
IN THE EVENT any Paying Agent/Registrar for the Cer-
tificates of Obligation is changed by the Issuer, resigns,
or otherwise ceases to act as such, the Issuer has coven-
anted in the Certificate of Obligation Ordinance that it
promptly will appoint a competent and legally qualified
substitute therefor, and cause written notice thereof to be
mailed to the registered owners of the Certificates of
Obligation.
IT IS HEREBY certified, recited and covenanted that
this Certificate of Obligation 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 Certificate of Obligation have been per-
formed, existed and been done in accordance with law; that
this Certificate of Obligation is a general obligation of
said Issuer, issued on the full faith and credit thereof;
and that annual ad valorem taxes sufficient to provide for
the payment of the interest on and principal of this Cer-
tificate of Obligation, 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.
BY BECOMING the registered owner of this Certificate of
Obligation, the registered owner thereby acknowledges all of
the terms and provisions of the Certificate of Obligation
Ordinance, agrees to be bound by such terms and provisions,
acknowledges that the Certificate of Obligation Ordinance is
duly recorded and available for inspection in the official
minutes and records of the governing body of the Issuer, and
agrees that the terms and provisions of this Certificate of
Obligation and the Certificate of Obligation Ordinance
constitute a contract between each registered owner hereof
and the Issuer.
10
IN WITNESS WHEREOF, the Issuer has caused this Certifi-
cate of Obligation 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
Certificate of Obligation.
(signature) (signature)
City Secretary Mayor
(SEAL)
The following shall be printed on the back of said
Certificate of Obligation:
"The Certificate of Obligation was delivered to and
paid for by the Purchaser thereof on
City Secretary
FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Certificate of Obliga-
tion has been issued under the provisions of the Certificate
of Obligation Ordinance described in the text of this
Certificate of Obligation; and that this Certificate of
Obligation has been issued in conversion or replacement of,
or in exchange for, a certificate of obligation.
Dated FIRST CITY NATIONAL BANK OF AUSTIN
Paying Agent/Registrar
By
Authorized Representative
11
FORM OF ASSIGNMENT:
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned registered owner of
this Certificate of Obligation, or duly authorized repre-
sentative or attorney thereof, hereby assigns this Cert-
ificate of Obligation to
(Assignee's Social Security (print or type Assignee's name
or Taxpayer Identification and address, including zip
Number) code)
and hereby irrevocably constitutes and appoints
attorney to transfer the registration of this Certificate of
Obligation on the Paying Agent/Registrar's Registration
Books with full power of substitution in the premises.
Dated
Signature Guaranteed:
NOTICE: This signature must be guaranteed by a member
of the New York Stock Exchange or a commercial bank or trust
company.
Registered Owner
NOTICE: This signature must correspond with the name
of the Registered Owner appearing on the face of this
Certificate of Obligation in every particular without
alteration or enlargement or any change whatsoever.
Section 6. AUTHORIZED AMOUNT. That said Certificates
of Obligation, in the authorized amount of $190,000, shall
be printed, shall be executed with the facsimile signature
of the Mayor and countersigned with the facsimile signature
of the City Secretary. The Certificates of Obligation thus
executed shall be placed in the custody of the Issuer's
Director of Finance and shall be delivered to Austin White
Lime Company, a Texas limited partnership, to purchase
approximately 20 acres out of the J. M. Harrell Survey in
Williamson County, Texas. Under no circumstances shall any
of said Certificates of Obligation be delivered by the
Issuer, except for the purpose for which the Certificates of
Obligation were authorized.
Section 7. INTEREST AND
"Interest and Sinking Fund" is
established and maintained by
depository bank of said Issuer.
12
SINKING FUND. A special
hereby created and shall be
the Issuer at an official
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 Certificates of
Obligation. All ad valorem taxes levied and collected for
and on account of said Certificates of Obligation shall be
deposited, as collected, to the credit of said Interest and
Sinking Fund. During each year while any of said Certifi-
cates of Obligation are outstanding and unpaid, the govern-
ing body of said Issuer shall compute and ascertain a rate
and amount of ad valorem tax which will be sufficient to
raise and produce the money required to pay the interest on
said Certificates of Obligation as such principal matures
(but never less than 2% of the original amount of said
Certificates of Obligation 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 delin-
quencies and the cost of tax collection. Said rate and
amount of ad valorem tax is hereby levied, and is hereby
ordered to be levied, against all taxable property in said
Issuer, for each year while any of said Certificates of
Obligation 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 Certificates of Obliga-
tion, as such interest comes due and such principal matures,
are hereby pledged for such payment, within the limit
prescribed by law.
Section 8. DEFEASANCE OF CERTIFICATES OF OBLIGATION.
(a) Any Certificate of Obligation and the interest thereon
shall be deemed to be paid, retired, and no longer outstand-
ing (a "Defeased Certificate of Obligation") within the
meaning of this Ordinance, except to the extent provided in
subsection (d) of this Section 8, when payment of the
principal of such Certificate of Obligation, plus interest
thereon to the due date (whether such due date be by reason
of maturity, upon redemption or otherwise) either (i) shall
have been made or caused to be made in accordance with the
terms thereof (including the giving of any required notice
of redemption), or (ii) shall have been provided for on or
before such due date by irrevocably depositing with or
making available to the Paying Agent/Registrar for such
payment (1) lawful money of the United States of America
sufficient to make such payment or (2) Government Obliga-
tions which mature as to principal and interest in such
amounts and at such times as will insure the availability,
without reinvestment, of sufficient money to provide for
such payment, and when proper arrangements have been made by
the Issuer with the Paying Agent/Registrar for the payment
of its services until all Defeased Certificates of Obliga-
tion shall have become due and payable. At such time as a
Certificate of Obligation shall be deemed to be a Defeased
Certificate of Obligation hereunder, as aforesaid, such
13
Certificate of Obligation and the interest thereon shall no
longer be secured by, payable from, or entitled to the
benefits of, the ad valorem taxes or revenues herein levied
and pledged as provided in this Ordinance, and such princi-
pal and interest shall be payable solely from such money or
Government Obligations.
(b) Any moneys so deposited with the Paying Agent/Reg-
istrar may at the written direction of the Issuer also be
invested in Government Obligations, maturing in the amounts
and times as hereinbefore set forth, and all income from
such Government Obligations received by the Paying Agent/
Registrar which is not required for the payment of the
Certificates of Obligation 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.
(c) The term "Government Obligations" as used in this
Section, shall mean direct obligations of the United States
of America, including obligations the principal of and
interest on which are unconditionally guaranteed by the
United States of America, which may be United States Trea-
sury obligations such as its State and Local Government
Series, which may be in book -entry form.
(d) Until all Defeased Certificates of Obligation
shall have become due and payable, the Paying Agent/Regis-
trar shall perform the services of Paying Agent/Registrar
for such Defeased Certificates of Obligation the same as if
they had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as re-
quired by this Ordinance.
Section 9. DAMAGED, MUTILATED, LOST, STOLEN, OR DE-
STROYED CERTIFICATES OF OBLIGATION. (a) Replacement
Certificates of Obligation. In the event any outstanding
Certificate of Obligation is damaged, mutilated, lost,
stolen, or destroyed, the Paying Agent/Registrar shall cause
to be printed, executed, and delivered, a new certificate of
obligation of the same principal amount, maturity, and
interest rate, as the damaged, mutilated, lost, stolen, or
destroyed Certificate of Obligation, in replacement for such
Certificate of Obligation in the manner hereinafter pro-
vided.
(b) Application for Replacement Certificates of
Obligation. Application for replacement of damaged, muti-
lated, lost, stolen, or destroyed Certificates of Obligation
shall be made by the registered owner thereof to the Paying
Agent/Registrar. In every case of loss, theft, or destruc-
tion of a Certificate of Obligation, the registered owner
applying for a replacement certificate of obligation shall
furnish to the Issuer and to the Paying Agent/Registrar such
14
security or indemnity as may be required by them to save
each of them harmless from any loss or damage with respect
thereto. Also, in every case of loss, theft, or destruction
of a Certificate of Obligation, the registered owner shall
furnish to the Issuer and to the Paying Agent/Registrar
evidence to their satisfaction of the loss, theft, or
destruction of such Certificate of Obligation, as the case
may be. In every case of damage or mutilation of a Certifi-
cate of Obligation, the registered owner shall surrender to
the Paying Agent/Registrar for cancellation the Certificate
of Obligation so damaged or mutilated.
(c) No Default Occurred. Notwithstanding the fore-
going provisions of this Section, in the event any such
Certificate of Obligation shall have matured, and no default
has occurred which is then continuing in the payment of the
principal of, redemption premium, if any, or interest on the
Certificate of Obligation, the Issuer may authorize the
payment of the same (without surrender thereof except in the
case of a damaged or mutilated Certificate of Obligation)
instead of issuing a replacement Certificate of Obligation,
provided security or indemnity is furnished as above pro-
vided in this Section.
(d) Charge for Issuing Replacement Certificates of
Obligation. Prior to the issuance of any replacement
certificate of obligation, the Paying Agent/Registrar shall
charge the registered owner of such Certificate of Obliga-
tion with all legal, printing, and other expenses in connec-
tion therewith. Every replacement certificate of obligation
issued pursuant to the provisions of this Section by virtue
of the fact that any Certificate of Obligation is lost,
stolen, or destroyed shall constitute a contractual obliga-
tion of the Issuer whether or not the lost, stolen, or
destroyed Certificate of Obligation shall be found at any
time, or be enforceable by anyone, and shall be entitled to
all the benefits of this Ordinance equally and proportion-
ately with any and all other Certificates of Obligation duly
issued under this Ordinance.
(e) Authority for Issuing Replacement Certificates of
Obligation. In accordance with Section 6 of Vernon's Ann.
Tex. Civ. St. Art. 717k-6, this Section of this Ordinance
shall constitute authority for the issuance of any such
replacement certificate of obligation 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 certificates of obligation is hereby authorized and
imposed upon the Paying Agent/Registrar, and the Paying
Agent/Registrar shall authenticate and deliver such Certifi-
cates of Obligation in the form and manner and with the
effect, as provided in Section 4(a) of this Ordinance for
Certificates of Obligation issued in conversion and exchange
for other Certificates of Obligation.
15
Section 10. COVENANTS REGARDING TAX EXEMPTION OF
INTEREST ON THE CERTIFICATES OF OBLIGATION. The Issuer
covenants not to take any action or refrain from any action
which would adversely affect the treatment of the Certifi-
cates of Obligation as obligations described in Section 103
of the Internal Revenue Code of 1986 (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:
(a) to take any action to assure that no more than 10
percent of the proceeds of the Certificates of Obligation
(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 are so used, that amounts, whether or not received
by the Issuer, with respect to such private business use, do
not, under the terms of this Ordinance or any underlying
arrangement, directly or indirectly, secure or provide for
the payment of more than 10 percent of the debt service on
the Certificates of Obligation, in contravention of Section
141(b)(2) of the Code;
(b) to take any action to assure that in the event
that the "private business use" described in subSection (a)
hereof exceeds 5 percent of the proceeds of the Certificates
of Obligation (less amounts deposited into a reserve fund,
if any) then the amount in excess of 5 percent is used for a
"private business use" which is "related" and not "dispro-
portionate," within the meaning of Section 141(b)(3) of the
Code, to the governmental use;
(c) to take any action to assure that no amount which
is greater than the lesser of $1,000,000, or 5 percent of
the proceeds of the Certificates of Obligation (less amounts
deposited into a reserve fund, if any) is directly or
indirectly used to finance loans to persons, other than
state or local governmental units, in contravention of
Section 141(c) of the Code;
(d) to refrain from taking any action which would
otherwise result in the Certificates of Obligation being
treated as "private activity bonds" within the meaning of
Section 141(b) of the Code;
(e) to refrain from taking any action that would
result in the Certificates of Obligation being "federally
guaranteed" within the meaning of Section 149(b) of the
Code;
(f) to refrain from using any portion of the proceeds
of the Certificates of Obligation, directly or indirectly,
to acquire or to replace funds which were used, directly or
indirectly, to acquire investment property (as defined in
16
t
Section 148(b)(2) of the Code) which produces a materially
higher yield over the term of the Certificates of Obliga-
tion, other than investment property acquired with --
(1) proceeds of the Certificates of Obligation
invested for a reasonable temporary period of 3 years
or less or, in the case of a refunding certificate of
obligation, for a period of 30 days or less until such
proceeds are needed for the purpose for which the
certificates of obligation are issued,
(2) amounts invested in a bona fide debt service
fund, within the meaning of Section 1.103-13(b)(12) of
the Treasury Regulations, and
(3) 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 Certif-
icates of Obligation;
(g) to otherwise restrict the use of the proceeds of
the Certificates of Obligation or amounts treated as pro-
ceeds of the Certificates of Obligation, as may be neces-
sary, so that the Certificates of Obligation do not other-
wise 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);
(h) to pay to the United States of America at least
once during each five-year period (beginning on the date of
delivery of the Certificates of Obligation) an amount that
is at least equal to 90 percent of the "Excess Earnings,"
within the meaning of Section 148(f) of the Code and to pay
to the United States of America, not later than 60 days
after the Certificates of Obligation have been paid in full,
100 percent of the amount then required to be paid as a
result of Excess Earnings under Section 148(f) of the Code;
and
(i) to maintain such records as will enable the Issuer
to fulfill its responsibilities under this Section and
Section 148 of the Code and to retain such records for at
least six years following the final payment of principal and
interest on the Certificates of Obligation.
It is the understanding of the Issuer that the covenants
contained herein are intended to assure compliance with the
Code and any regulations or rulings promulgated by the U.S.
Department of the Treasury pursuant thereto. In the event
that regulations or rulings are hereafter promulgated which
modify or expand provisions of the Code, as applicable to
the Certificates of Obligation, the Issuer will not be
required to comply with any covenant contained herein to the
extent that such modification or expansion, in the opinion
17
of nationally recognized bond counsel, will not adversely
affect the exemption from federal income taxation of inter-
est on the Certificates of Obligation under Section 103 of
the Code. In the event that regulations or rulings are
hereafter promulgated which impose additional requirements
which are applicable to the Certificates of Obligation, the
Issuer agrees to comply with the additional requirements to
the extent necessary, in the opinion of nationally recog-
nized bond counsel, to preserve the exemption from federal
income taxation of interest on the Certificates of Obliga-
tion under Section 103 of the Code.
Section 11. DESIGNATION AS QUALIFIED TAX-EXEMPT
OBLIGATIONS. The Issuer hereby designates the Certificates
of Obligation as "qualified tax-exempt bonds" 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 Certificates of Obligation are issued, the Issuer
(including any subordinate entities) has not designated nor
will designate bonds, which when aggregated with the Certif-
icates of Obligation, will result in more than $10,000,000
of "qualified tax-exempt bonds" being issued; and (b) that
the Issuer reasonably anticipates that the amount of tax-ex-
empt obligations issued, during the calendar year in which
the Certificates of Obligation are issued, by the Issuer (or
any subordinate entities) will not exceed $10,000,000.
Section 12. FINDING. It is hereby officially found
and determined that said meeting was open to the public, and
public notice of the time, place and purpose of said meeting
was given, all as required by Vernon's Ann. Civ. St. Article
6252-17.
18