O-85-2166 - 4/1/1985CERTIFICATE FOR ORDINANCE NO 2166
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 Councilof said City convened in SPECIAL
MEETING ON THE 1ST DAY OF APRIL, 1985, 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 Pete Correa
Mike Heiligenstein, Mayor Pro Tem Trudy L. Lee
Joanne Land, City Secretary Joe Baker
Graham Howell Ronnie Jean
and all of said persons were present, excepj, the following
absentees: lkI,LDL¢) it,'tav f,rin:cf C1.
thus constituting a quoru Whereupon, among other business,
the following was transacted at said Meeting: a written
ORDINANCE AUTHORIZING THE ISSUANCE OF
CERTIFICATES OF OBLIGATION
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 passed; and, after due discussion, said
motion carrying with it the passage of said. Ordinance, pre-
vailed and carried by the following vote:
AYES: All members of said City Council shown
present above voted "Aye".
NAYS: None.
2. That a true, full and correct copy of the aforesaid
Ordinance passed 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 passage of
said Ordinance; that the persons named in the above and fore-
going 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 passage at said Meeting, and each of said
officers and members consented, 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 Ordin-
ance for all purposes.
drSIGNED AND EALED the 1st day of April, 198 .
Ai 414 '
C'! y Secretary Mayor
SEAL
ORDINANCE
AUTHORIZING THE ISSUANCE OF CERTIFICATES OF OBLIGATION
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 $7,580,000 for the
purpose of paying all or a portion of the City's contractual
obligations for acquiring, constructing, improving and extend-
ing the City's Waterworks and Sewer System, and for profession-
al services for legal, fiscal and engineering fees in connec-
tion this project; and
WHEREAS, the Certificates of Obligation hereinafter
authorized and designated are to be issued and delivered for
cash pursuant to Article 2368a.1, V.A.T.C.S.; and
WHEREAS, the City Council has heretofore, on the llth day
of March, 1985, adopted an ordinance authorizing and directing
the city secretary to give notice of intention to issue Certi-
ficates of Obligation; and
WHEREAS, said notice has been duly published in Round Rock
Leader, which is a newspaper of general circulation in said
City, in its issues of March 14, 1985 and March 21, 1985; and
WHEREAS, the City received no petition from the qualified
electors of the City protesting the issuance of such Certifi-
cates of Obligation.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ROUND
ROCK:
Section 1. AMOUNT AND PURPOSE OF THE CERTIFICATES OF
OBLIGATION. The certificate of obligation or certificates of
obligation of the City of Round Rock (the "Issuer") are hereby
authorized to be issued and delivered in the aggregate princi-
pal amount of $7,580,000, for the purpose of paying all or a
portion of the City's contractual obligations for acquiring,
constructing, improving and extending the City's Waterworks and
Sewer System, and for professional services for legal, fiscal
and engineering fees in connection with this project.
Section 2. DESIGNATION OF THE CERTIFICATES OF OBLIGATION.
Each certificate of obligation issued pursuant to this Ordin-
ance shall be designated: "CITY OF ROUND ROCK, TEXAS COMBINA-
TION TAX AND REVENUE CERTIFICATE OF OBLIGATION, SERIES 1985",
and initially there shall be issued, sold, and delivered
hereunder a single fully registered certificate of obligation,
without interest coupons, payable in installments of principal
(the "Initial Certificate of Obligation"), but the Initial
Certificate of Obligation may be assigned and transferred
and/or converted into and exchanged for a like aggregate
principal amount of fully registered certificates of obliga-
tion, without interest coupons, having serial maturities, and
in the denomination or denominations of $5,000 or any integral
multiple of $5,000, all in the manner hereinafter provided.
The term "Certificates of Obligation" as used in this Ordinance
shall mean and include collectively the Initial Certificate of
Obligation and all substitute certificates of obligation ex-
changed 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 Obligation.
!i
Section 3. INITIAL DATE, DENOMINATION, NUMBER, MATURI-
TIES, INITIAL REGISTERED OWNER, AND CHARACTERISTICS OF THE
INITIAL CERTIFICATE OF OBLIGATION. (a) The Initial Certifi-
cate of Obligation is hereby authorized to be issued, sold,
and delivered hereunder as a single fully registered Certifi-
cate of Obligation, without interest coupons, dated May 1,
1985, in the denomination and aggregate principal amount of
$7,580,000, numbered R-1, payable in annual installments of
principal to the initial registered owner thereof, to -wit:
, or
to the registered assignee or assignees of said Certificate of
Obligation or any portion or portions thereof (in each case,
the "registered owner"), with the annual installments of
principal of the Initial Certificate of Obligation to be
payable on the dates, respectively, and in the principal
amounts, respectively, stated in the FORM OF INITIAL CERTIFI-
CATE OF OBLIGATION set forth in this Ordinance.
(b) The Initial Certificate of Obligation (i) may be
assigned and transferred, (ii) may be converted and exchanged
for other Certificates of Obligation, (iii) shall have the
characteristics, and (iv) shall be signed and sealed, and the
principal of and interest on the Initial Certificate of Obli-
gation shall be payable, all as provided, and in the manner
required or indicated, in the FORM OF INITIAL CERTIFICATE OF
OBLIGATION set forth in this Ordinance.
Section 4. INTEREST. The unpaid principal balance of the
Initial Certificate of Obligation shall bear interest from the
date of the Initial Certificate of Obligation to the respective
scheduled due dates of the installments of principal of the
Initial Certificate of Obligation, and said interest shall be
payable, all in the manner provided and at the rates and on the
dates stated in the FORM OF INITIAL CERTIFICATE OF OBLIGATION
set forth in this Ordinance.
Section 5. FORM OF INITIAL CERTIFICATE OF OBLIGATION.
The form of the Initial Certificate of Obligation, including
the form of Registration Certificate of the Comptroller of
Public Accounts of the State of Texas to be endorsed on the
Initial Certificate of Obligation, shall be substantially as
follows:
FORM OF INITIAL CERTIFICATE OF OBLIGATION
NO. R-1 $7,580,000
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF WILLIAMSON
CITY OF ROUND ROCK, TEXAS
COMBINATION TAX AND REVENUE
CERTIFICATE OF OBLIGATION
SERIES 1985
THE CITY OF ROUND ROCK (the "Issuer"), in Williamson
County being a political subdivision of the State of Texas,
hereby promises to pay to
or to the registered assignee or assignees of this Certificate
of Obligation or any portion or portions hereof (in each case,
the "registered owner") the aggregate principal amount of
SEVEN MILLION FIVE HUNDRED EIGHTY THOUSAND DOLLARS
in annual installments of principal due and payable on August 1
in each of the years, and in the respective principal amounts,
as set forth in the following schedule:
2
YEARS AMOUNTS
1986 $130,000
1987 150,000
1988 175,000
1989 175,000
1990 200,000
1991 225,000
1992 250,000
1993 250,000
1994 275,000
1995 325,000
YEARS AMOUNTS
1996 $350,000
1997 375,000
1998 425,000
1999 450,000
2000 500,000
2001 550,000
2002 600,000
2003 650,000
2004 725,000
2005 800,000
and to pay interest, from the date of this Initial Certificate
of Obligation, on the balance of each such installment of
principal, respectively, from time to time remaining unpaid, at
the rates as follows:
per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
• per annum on the above instal
principal due and payable on
lment of
August 1,
lment of
August 1,
lment of
August 1,
lment of
August 1,
iment of
August 1,
lment of
August 1,
lment of
August 1,
lment of
August 1,
iment of
August 1,
lment of
August 1,
lment of
August 1,
iment of
August 1,
lment of
August 1,
lment of
August 1,
lment of
August 1,
lment of
August 1,
lment of
August 1,
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August 1,
lment of
August 1,
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
with said interest being payable on February 1, 1986, and semi-
annually on each August 1 and February 1 thereafter while this
Certificate of Obligation or any portion hereof is outstanding
and unpaid.
THE INSTALLMENTS OF PRINCIPAL OF AND THE INTEREST ON this
Certificate of Obligation are payable in lawful money of the
United States of America, without exchange or collection
charges. The installments of principal and the interest on
this Certificate of Obligation are payable to the registered
owner hereof through the services of First City National Bank
3
of Austin, Austin, Texas, which is the "Paying Agent/Registrar"
for this Certificate of Obligation. Payment of all principal
of and interest on this Certificate of Obligation shall be made
by the Paying Agent/Registrar to the registered owner hereof on
each principal and/or interest payment date by check or draft,
dated as of such date, drawn by the Paying Agent/Registrar on,
and payable solely from, funds of the Issuer required by the
ordinance authorizing the issuance of this 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 principal and/ or interest
payment date, to the registered owner hereof, at the address of
the registered owner, as it appeared on the 15th day of the
month next preceding each such date (the "Record Date") on the
Registration Books kept by the Paying Agent/Registrar, as
hereinafter described. The Issuer covenants with the regis-
tered owner of this Certificate of Obligation that on or before
each principal and/or interest payment date for this Certifi-
cate of Obligation it will make available to the Paying Agent/
Registrar, from the "Interest and 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 this Certificate of Obligation,
when due.
IF THE DATE for the payment of the principal of or inter-
est on this Certificate of Obligation shall be a Saturday, Sun-
day, a legal holiday, or a day on which banking institutions in
the city where the Paying Agent/Registrar is located are
authorized by law or executive order to close, then the date
for such payment shall be the next succeeding day which is not
such a Saturday, Sunday, legal holiday, or day on which banking
institutions are authorized to close; and payment on such date
shall have the same force and effect as if made on the original
date payment was due.
THIS CERTIFICATE OF OBLIGATION has been authorized in
accordance with the Constitution and laws of the State of Texas
for the purpose of paying all or a portion of the City's
contractual obligations for acquiring, constructing, improving
and extending the City's Waterworks and Sewer System, and for
paying all or a portion of the legal, fiscal and engineering
fees in connection with this project.
ON AUGUST 1, 1995, or on any interest payment date there-
after, the Certificate of Obligation of this Series may be re-
deemed prior to their scheduled maturities, at the option of
the Issuer, with funds derived from any available source, as a
whole, or in part, and, if in part, the particular portion of
this Certificate of Obligation to be prepaid or redeemed shall
be selected and designated by the Issuer (provided that a por-
tion of this Certificate of Obligation may be redeemed only in
an integral multiple of $5,000), at the prepayment or redemp-
tion price of the principal amount thereof, plus accrued inter-
est to the date fixed for prepayment or redemption. At least
20 days prior to the date fixed for any redemption of Certifi-
cates of Obligation prior to maturity a written notice of such
redemption shall be given by the Issuer to the Paying Agent/
Registrar, and the Paying Agent/Registrar shall send a copy of
such notice by United States mail, first-class postage prepaid,
not less than 15 days prior to the date fixed for any such re-
demption, to the registered owner of each Certificate of Obli-
gation to be redeemed at its address as it appeared on the 20th
day prior to such redemption date; provided, however, that the
failure 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
4
redemption of any Certificate of Obligation, and it is hereby
specifically provided that the giving of notice by the Issuer
to the Paying Agent/Registrar as required above shall be the
only notice actually required in connection with or as a pre-
requisite to the redemption of any Certificates of Obligation.
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 Certificates of Obligation
which are to be so redeemed, plus accrued interest thereon to
the date fixed for redemption. If such written notice of re-
demption is given to the Paying Agent/Registrar and if due pro-
vision for such payment is made, all as provided above, the
Certificates of Obligation 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 plus accrued interest
from the Paying Agent/Registrar out of the funds provided for
such payment.
THIS CERTIFICATE OF OBLIGATION, to the extent of the
unpaid or unredeemed principal balance hereof, or any unpaid
and unredeemed portion hereof in any integral multiple of
$5,000, may be assigned by the initial registered owner hereof
and shall be transferred only in the Registration Books of the
Issuer kept by the Paying Agent/Registrar acting in the capac-
ity of registrar for this Certificate of Obligation, upon the
terms and conditions set forth in the Certificate of Obligation
Ordinance. Among other requirements for such transfer, this
Certificate of Obligation must be presented and surrendered to
the Paying Agent/Registrar for cancellation, together with
proper instruments of assignment, in form and with guarantee of
signatures satisfactory to the Paying Agent/Registrar, evidenc-
ing assignment by the initial registered owner of this Certifi-
cate of Obligation, or any portion or portions hereof in any
integral multiple of $5,000, to the assignee or assignees in
whose name or names this Certificate of Obligation or any such
portion or portions hereof is or are to be transferred and
registered. Any instrument or instruments of assignment
satisfactory to the Paying Agent/Registrar may be used to
evidence the assignment of this Certificate of Obligation or
any such portion or portions hereof by the initial registered
owner hereof. A new certificate of obligation or certificates
of obligation payable to such assignee or assignees (which then
will be the new registered owner or owners of such new certifi-
cate of obligation or certificates of obligation) or to the
initial registered owner as to any portion of this Certificate
of Obligation which is not being assigned and transferred by
the initial registered owner, shall be delivered by the Paying
Agent/Registrar in conversion of and exchange for this Certifi-
cate of Obligation or any portion or portions hereof, but
solely in the form and manner as provided in the next paragraph
hereof for the conversion and exchange of this Certificate of
Obligation or any portion hereof. The registered owner of this
Certificate of Obligation shall be deemed and treated by the
Issuer and the Paying Agent/Registrar as the absolute owner
hereof for all purposes, including payment and discharge of
liability upon this Certificate of Obligation to the extent of
such payment, and the Issuer and the Paying Agent/Registrar
shall not be affected by any notice to the contrary.
AS PROVIDED above and in the Certificate of Obligation
Ordinance, this Certificate of Obligation, to the extent of the
unpaid or unredeemed principal balance hereof, may be converted
into and exchanged for a like aggregate principal amount of
fully registered certificates of obligation, without interest
coupons, payable to the assignee or assignees duly designated
in writing by the initial registered owner hereof, or to the
5
initial registered owner as to any portion of this Certificate
of Obligation which is not being assigned and transferred by
the initial registered owner, in any denomination or denomina-
tions in any integral multiple of $5,000 (subject to the
requirement hereinafter stated that each substitute certificate
of obligation issued in exchange for any portion of this
Certificate of Obligation shall have a single stated principal
maturity date), 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. If this Certificate of
Obligation or any portion hereof is assigned and transferred or
converted each certificate of obligation issued in exchange for
any portion hereof shall have a single stated principal matur-
ity date corresponding to the due date of the installment of
principal of this Certificate of Obligation or portion hereof
for which the substitute certificate of obligation is being ex-
changed, and shall bear interest at the rate applicable to and
borne by such installment of principal or portion thereof.
Such certificates of obligation, respectively, shall be subject
to redemption prior to maturity on the same dates and for the
same prices as the corresponding installment of principal of
this Certificate of Obligation or portion hereof for which they
are being exchanged. No such certificate of obligation shall
be payable in installments, but shall have only one stated
principal maturity date. AS PROVIDED IN THE CERTIFICATE OF
OBLIGATION ORDINANCE, THIS CERTIFICATE OF OBLIGATION IN ITS
PRESENT FORM MAY BE ASSIGNED AND TRANSFERRED OR CONVERTED ONCE
ONLY, and to one or more assignees, but the certificates of
obligation issued and delivered in exchange for this Certifi-
cate of Obligation or any portion hereof may be assigned,
transferred and converted, subsequently, as provided in the
Certificate of Obligation Ordinance. The Issuer shall pay the
Paying Agent/Registrar's standard or customary fees and charges
for transferring, converting, and exchanging this Certificate
of Obligation or any portion thereof, but the one requesting
such transfer, conversion, and exchange shall pay any taxes or
governmental charges required to be paid with respect thereto.
The Paying Agent/Registrar shall not be required to make any
such assignment, 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 portion thereof called for
prepayment or redemption prior to maturity, within 20 days
prior to its prepayment or redemption date.
IN THE EVENT any Paying Agent/Registrar for this Certif-
icate of Obligation is changed by the Issuer, resigns, or
otherwise ceases to act as such, the Issuer has covenanted in
the Certificate of Obligation Ordinance that it promptly will
appoint a competent and legally qualified substitute therefor,
and promptly will cause written notice thereof to be mailed to
the registered owner of this Certificate of Obligation.
IT IS HEREBY certified, recited, and covenanted that this
Certificate of Obligation has been duly and validly authorized,
issued, sold, 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 performed, existed,
and been done in accordance with law; that this Certificate of
Obligation is a general obligation of the Issuer, issued on the
full faith and credit thereof; and that ad valorem taxes
sufficient to provide for the payment of the interest on and
principal of this Certificate of Obligation, as such interest
and principal come due, have been levied and ordered to be
levied against all taxable property in the Issuer, and have
been pledged for such payment, within the limit prescribed by
6
law, and that this Certificate of Obligation, together with
other obligations of the Issuer, is additionally secured by and
payable from a pledge of the revenues of the Issuer's combined
Waterworks and Sewer System, remaining after payment of all
operation and maintenance expenses thereof, and all debt
service, reserve and other requirements in connection with all
of the Issuer's revenue bonds and certificates of obligation
(now or hereafter outstanding) which are payable from all or
any part of the Net Revenues of the Issuer's Waterworks and
Sewer System, constituting "Surplus Revenues" all as prescribed
in the Certificate of Obligation Ordinance.
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 Ordi-
nance,. agrees to be bound by such terms and provisions, ack-
nowledges 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 con-
tract between the registered owner hereof and the Issuer.
IN WITNESS WHEREOF, the Issuer has caused this Certificate
of Obligation to be signed with the manual signature of the
Mayor of the Issuer, countersigned with the manual signature of
the City Secretary of the Issuer, and has caused the official
seal of the Issuer to be duly impressed on this Certificate of
Obligation to be dated May 1, 1985.
City Secretary
CITY SEAL
Mayor
FORM OF REGISTRATION CERTIFICATE OF THE
COMPTROLLER OF PUBLIC ACCOUNTS:
COMPTROLLER' S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Certificate of Obligation has
been examined, certified as to validity, and approved by the
Attorney General of the State of Texas, and that this Certifi-
cate of Obligation has been registered by the Comptroller of
Public Accounts of the State of Texas.
Witness my signature and seal this
xxxxxxxx
Comptroller of Public Accounts
of the State of Texas
(COMPTROLLER' S SEAL)
Section 6. ADDITIONAL CHARACTERISTICS OF THE CERTIFICATES
OF OBLIGATION. Registration and Transfer. (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 of the regis-
tration and transfer of the Certificates of Obligation (the
"Registration Books"), and the Issuer hereby appoints the
Paying Agent/ Registrar as its registrar and transfer agent to
keep such books or records and make such transfers and regis-
trations under such reasonable regulations as the Issuer and
Paying Agent/Registrar may prescribe; and the Paying Agent/Reg-
istrar shall make such transfers and registrations as herein
provided. The Paying Agent/Registrar shall obtain and record
in the Registration Books the address of the registered owner
7
of each Certificate of Obligation to which payments with
respect to the Certificates 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/Regis-
trar, 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.
Registration of each Certificate of Obligation may be trans-
ferred in the Registration Books only uponpresentation and
surrender of such Certificate of Obligation to the Paying
Agent/Registrar for transfer of registration and cancellation,
together with proper written instruments of assignment, in form
and with guarantee of signatures satisfactory to the Paying
Agent/Registrar, (i) evidencing the assignment of the Certifi-
cate of Obligation, or any portion thereof in any integral
multiple of $5,000, to the assignee or assignees thereof, and
(ii) the right of such assignee or assignees to have the
Certificate of Obligation or any such portion thereof regis-
tered in the name of such assignee or assignees. Upon the
assignment and transfer of any Certificate of Obligation or any
portion thereof, a new substitute Certificate of Obligation or
Certificates of Obligation shall be issued in conversion and
exchange therefor in the manner herein provided. The Initial
Certificate of Obligation, to the extent of the unpaid or
unredeemed principal balance thereof, may be assigned and
transferred by the initial registered owner thereof once only,
and to one or more assignees designated in writing by the
initial registered owner thereof. All Certificates of Obliga-
tion issued and delivered in conversion of and exchange for the
Initial Certificate of Obligation shall be in any denomination
or denominations of any integral multiple of $5,000 (subject to
the requirement hereinafter stated that each substitute Certif-
icate of Obligation shall have a single stated principal
maturity date), shall be in the form prescribed in the FORM OF
SUBSTITUTE CERTIFICATE OF OBLIGATION set forth in this
Ordinance, and shall have the characteristics, and may be
assigned, transferred, and converted as hereinafter provided.
If the Initial Certificate of Obligation or any portion thereof
is assigned and transferred or converted the Initial
Certificate of Obligation must be surrendered to the Paying
Agent/Registrar for cancellation, and each Certificate of
Obligation issued in exchange for any portion of the Initial
Certificate of Obligation shall have a single stated principal
maturity date, and shall not be payable in installments; and
each such Certificate of Obligation shall have a principal
maturity date corresponding to the due date of the installment
of principal or portion thereof for which the substitute
Certificate of Obligation is being exchanged; and each such
Certificate of Obligation shall bear interest at the single
rate applicable to and borne by such installment of principal
or portion thereof for which it is being exchanged. If only a
portion of the Initial Certificate of Obligation is assigned
and transferred, there shall be delivered to and registered in
the name of the initial registered owner substitute
Certificates of Obligation in exchange for the unassigned
balance of the Initial Certificate of Obligation in the same
manner as if the initial registered owner were the assignee
thereof. If any Certificate of Obligation or portion thereof
other than the Initial Certificate of Obligation is assigned
and transferred or converted each Certificate of Obligation
issued in exchange therefor shall have the same principal
maturity date and bear interest at the same rate as the
Certificate of Obligation for which it is exchanged. A form of
assignment shall be printed or endorsed on each Certificate of
Obligation, excepting the Initial Certificate of Obligation,
8
which shall be executed by the registered owner or its duly
authorized attorney or representative to evidence an assignment
thereof. Upon surrender of any Certificates of Obligation or
any portion or portions thereof for transfer of registration,
an authorized representative of the Paying Agent/Registrar
shall make such transfer in the Registration Books, and shall
deliver a new fully registered substitute Certificate of
Obligation or Certificates of Obligation, having the charac-
teristics herein described, payable to such assignee or assign-
ees (which then will be the registered owner or owners of such
new Certificate of Obligation or Certificates of Obligation),
or to the previous registered owner in case only a portion of a
Certificate of Obligation is being assigned and transferred,
all in conversion of and exchange for said assigned Certificate
of Obligation or Certificates of Obligation or any portion or
portions thereof, in the same form and manner, and with the
same effect, as provided in Section 6(d), below, for the
conversion and exchange of Certificates of Obligation by any
registered owner of a Certificate of Obligation. The Issuer
shall pay the Paying Agent/Registrar's standard or customary
fees and charges for making such transfer and delivery of a
substitute Certificate of Obligation or Certificates of Obliga-
tion, but the one requesting such transfer shall pay any taxes
or other governmental charges required to be paid with respect
thereto. The Paying Agent/Registrar shall not be required to
make transfers of registration of any Certificate of Obligation
or any portion thereof (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 Obli-
gation or any portion thereof called for redemption prior to
maturity, within 45 days prior to its redemption date.
(b) Ownership of Certificates of Obligation. The entity
in whose name any Certificate of Obligation shall be registered
in the Registration Books at any time shall be deemed and
treated as the absolute owner thereof for all purposes of this
Ordinance, whether or not such Certificate of Obligation shall
be overdue, and the Issuer and the Paying Agent/Registrar shall
not be affected by any notice to the contrary; and payment of,
or on account of, the principal of, premium, if any, and inter-
est on any such Certificate of Obligation shall be made only to
such registered owner. All such payments shall be valid and
effectual to satisfy and discharge the liability upon such Cer-
tificate of Obligation to the extent of the sum or sums so
paid.
(c) Payment of Certificates of Obligation and Interest.
The Issuer hereby further appoints the Paying Agent/Registrar
to act as the paying agent for paying the principal of and
interest on the Certificates of Obligation, and to act as its
agent to convert and exchange or replace 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 Certificates of Obligation, and of all conversions and
exchanges of Certificates of Obligation, and all replacements
of Certificates of Obligation, as provided in this Ordinance.
However, 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 (which shall be 15
days after the Special Record Date) shall be sent at least five
(5) business days prior to the Special Record Date by United
States mail, first class postage prepaid, to the address of
each Bondholder appearing on the Security Register at the close
9
II
of business on the last business day next preceding the date of
mailing of such notice.
(d) Conversion and Exchange or Replacement; Authenti-
cation. Each Certificate of Obligation issued and delivered
pursuant to this Ordinance, to the extent of the unpaid or
unredeemed principal balance or principal amount thereof, may,
upon surrender of such Certificate of Obligation at the princi-
pal corporate trust office of the Paying Agent/Registrar,
together with a written request therefor duly executed by the
registered owner or the assignee or assignees thereof, or its
or their duly authorized attorneys or representatives, with
guarantee of signatures satisfactory to the Paying. Agent/Regis-
trar, may, at the option of the registered owner or such
assignee or assignees, as appropriate, be converted into and
exchanged for fully registered certificates of obligation,
without interest coupons, in the form prescribed in the FORM OF
SUBSTITUTE CERTIFICATE OF OBLIGATION set forth in this Ordin-
ance, in the denomination of $5,000, or any integral multiple
of $5,000 (subject to the requirement hereinafter stated that
each substitute Certificate of Obligation shall have a single
stated maturity date), as requested in writing by such regis-
tered owner or such assignee or assignees, in an aggregate
principal amount equal to the unpaid or unredeemed principal
balance or principal amount of any Certificate of Obligation or
Certificates of Obligation so surrendered, and payableto the
appropriate registered owner, assignee, or assignees, as the
case may be. If the Initial Certificate of Obligation is
assigned and transferred or converted each substitute Certifi-
cate of Obligation issued in exchange for any portion of the
Initial Certificate of Obligation shall have a single stated
principal maturity date, and shall not be payable in install-
ments; and each such Certificate of Obligation shall have a
principal maturity date corresponding to the due date of the
installment of principal or portion thereof for which the
substitute Certificate of Obligation is being exchanged; and
each such Certificate of Obligation shall bear interest at the
single rate applicable to and borne by such installment of
principal or portion thereof for which it is being exchanged.
If a portion of any Certificate of Obligation (other than the
Initial Certificate of Obligation) shall be redeemed prior to
its scheduled maturity as provided herein, a substitute Certi-
ficate of Obligation or Certificates of Obligation having the
same maturity date, bearing interest at the same rate, in the
denomination or denominations of any integral multiple of
$5,000 at the request of the registered owner, and in aggregate
principal amount equal to the unredeemed portion thereof, will
be issued to the registered owner upon surrender thereof for
cancellation. If any Certificate of Obligation or portion
thereof (other than the Initial Certificate of Obligation) is
assigned and transferred or converted, each Certificate of
Obligation issued in exchange therefor shall have the same
principal maturity date and bear interest at the same rate as
the Certificate of Obligation for which it is being exchanged.
Each substitute Certificate of Obligation shall bear a letter
and/or number to distinguish it from each other Certificate of
Obligation. The Paying Agent/Registrar shall convert and
exchange or replace Certificates of Obligation as provided
herein, and each fully registered certificate of obligation
delivered in conversion of and exchange for or replacement of
any Certificate of Obligation or portion thereof as permitted
or required by any provision of this Ordinance shall constitute
one of the Certificates of Obligation for all purposes of this
Ordinance, and may again be converted and exchanged or re-
placed. It is specifically provided that any Certificate of
Obligation authenticated in conversion of and exchange for or
replacement of another Certificate of Obligation on or prior to
the first scheduled Record Date for the Initial Certificate of
Obligation shall bear interest from the date of the Initial
10
Certificate of Obligation, but each substitute Certificate of
Obligation so authenticated after such first scheduled Record
Date shall bear interest from the interest payment date next
preceding the date on which such substitute Certificate of
Obligation was so authenticated, unless such Certificate of
Obligation is authenticated after any Record Date but on or
before the next following interest payment date, in which case
it shall bear interest from such next following interest
payment date; provided, however, that if at the time of de-
livery of any substitute Certificate of Obligation the interest
on the Certificate of Obligation for which it is being ex-
changed is due but has not been paid, then such Certificate of
Obligation shall bear interest from the date to which such
interest has been paid in full. THE INITIAL CERTIFICATE OF
OBLIGATION issued and delivered pursuant to this Ordinance is
not required to be, and shall not be, authenticated by the
Paying Agent/Registrar, but on each substitute Certificate of
Obligation issued in conversion of and exchange for or replace-
ment of any Certificate of, Obligation or Certificates of
Obligation issuedunder this Ordinance there shall be printed a
certificate, in the form substantially as follows:
"PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Certificate of Obligation
has been issued under the provisions of the Certificate of
Obligation Ordinance described on the face of this Certificate
of Obligation; and that this Certificate of Obligation has been
issued in conversion of and exchange for or replacement of a
certificate of obligation, certificates of obligation, or a
portion of a certificate of obligation or certificates of
obligation of an issue which originally was approved by the
Attorney General of the State of Texas and registered by the
Comptroller of Public Accounts of the State of Texas.
Paying Agent/Registrar
Dated By
Authorized Representative"
An authorized representative of the Paying Agent/Registrar
shall, before the delivery of any such Certificate of Obliga-
tion, date and manually sign the above Certificate, and no such
Certificate of Obligation shall be deemed to be issued or out-
standing unless such Certificate is so executed. The Paying
Agent/Registrar promptly shall cancel all Certificates of
Obligation surrendered for conversion and exchange or replace-
ment. No additional ordinances, orders, or resolutions need be
passed or adopted by the governing body of the Issuer or any
other body or person so as to accomplish the foregoing conver-
sion and exchange or replacement of any Certificate of Obliga-
tion or portion thereof, and the Paying Agent/Registrar 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 of type
composition printed on paper with lithographed or steel en-
graved borders 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 or
replacement of Certificates of Obligation as aforesaid is
hereby imposed upon the Paying Agent/Registrar, and, upon the
execution of the above Paying Agent/Registrar's Authentication
Certificate, the converted and exchanged or replaced Certifi-
cate of Obligation shall be valid, incontestable, and enforce-
able in the same manner and with the same effect as the Initial
Certificate of Obligation which originally was issued pursuant
to this Ordinance, approved by the Attorney General, and
registered by the Comptroller of Public Accounts. The Issuer
11
shall pay the Paying Agent/Registrar's standard or customary
fees and charges for transferring, converting, and exchanging
any Certificate of Obligation or any portion thereof, but the
one requesting any such transfer, conversion, and exchange
shall pay any taxes or governmental charges required to be paid
with respect thereto.as a condition precedent to the exercise
of such privilege of conversion and exchange. The Paying
Agent/Registrar shall not be required to make any such conver-
sion and exchange or replacement of Certificates of Obligation
or any portion thereof (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 portion thereof called for redemption prior to
maturity, within 45 days prior to its redemption date.
(e) In General. All Certificates of Obligation issued in
conversion and exchange or replacement of any other Certificate
of Obligation or portion thereof, (i) shall be issued in fully
registered form, without interest coupons, with the principal.
of and interest on such Certificates of Obligation to be
payable only to the registered owners thereof, (ii) may be
redeemed prior to their scheduled maturities, (iii) may be
transferred and assigned, (iv) may be converted and exchanged
for other Certificates of Obligation, (v) shall have the
characteristics, (vi) shall be signed and sealed, and (vii) the
principal of and interest on the Certificates of Obligation
shall be payable, all as provided, and in the manner required
or indicated, in the FORM OF SUBSTITUTE CERTIFICATE OF OBLIGA-
TION set forth in this Ordinance.
(f) Payment of Fees and Charges. The _Issuer hereby
covenants with the registered owners of the Certificates of
Obligation that it will (i) pay the standard or customary fees
and charges of the Paying Agent/Registrar for its services with
respect to the payment of the principal of and interest on the
Certificates of Obligation, when due, and (ii) pay the fees and
charges of the Paying Agent/Registrar for services with respect
to the transfer of registration of Certificates of Obligation,
and with respect to the conversion and exchange of Certificates
of Obligation solely to the extent above provided in this
Ordinance.
(g) Substitute Paying Agent/Registrar. The Issuer
covenants with the registered owners of the Certificates of
Obligation that at all times while the Certificates of Obli-
gation are outstanding the Issuer will provide a competent 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/Registrar 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 Regis-
tration Books (or a copy thereof), along with all other per-
tinent books and records relating to the Certificates 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
12
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 provi-
sions of this Ordinance, and a certified copy of this Ordinance
shall be delivered to each Paying Agent/Registrar.
Section 7. FORM OF SUBSTITUTE CERTIFICATES OF OBLIGATION.
The form of all Certificates of Obligation issued in conversion
and exchange or replacement of -any other Certificate of Obliga-
tion or portion thereof, including the form of Paying Agent/
Registrar's Certificate to be printed on each of such Certifi-
cates of Obligation, and the Form of Assignment to be printed
on each of the Certificates of Obligation, shall be, respec-
tively, substantially as follows, with such appropriate varia-
tions, omissions, or insertions as are permitted or required by
this Ordinance.
NO.
FORM OF SUBSTITUTE CERTIFICATE OF OBLIGATION
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF WILLIAMSON
CITY OF ROUND ROCK, TEXAS
COMBINATION TAX AND REVENUE
CERTIFICATE OF OBLIGATION
SERIES 1985
PRINCIPAL
AMOUNT
INTEREST RATE MATURITY DATE DATE OF ORIG. ISSUE CUSIP NO.
May 1, 1985
ON THE MATURITY DATE specified above, THE CITY OF ROUND
ROCK (the "Issuer"), being a political subdivision of the State
of Texas, hereby promises to pay to
or to the registered assignee hereof (either being hereinafter
called the "registered owner") the principal amount of
and to pay interest thereon from May 1, 1985, to the maturity
date specified above, at the interest rate per annum specified
above with interest being payable on February 1, 1986 and semi-
annually on each August 1 and February 1 thereafter; except
that if the date of authentication of this Certificate of
Obligation is later than January 15, 1986, such principal
amount shall bear interest from the interest payment date next
preceding the date of authentication, unless such date of au-
thentication is after any Record Date (hereinafter defined) 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.
THE PRINCIPAL OF AND INTEREST ON this Certificate of Obli-
gation 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 regis-
tered owner hereof upon presentation and surrender of this Cer-
tificate 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/Registrar" for this Certifi-
cate of Obligation. The payment of interest on this Certifi-
cate of Obligation shall be made by the Paying Agent/Registrar
to the registered owner hereof on the interest payment date by
check or draft, dated as of such interest payment date, drawn
13
by the Paying Agent/Registrar on, and payable solely from,
funds of the Issuer required by the Ordinance authorizing the
issuance of the Certificates 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 the
address of the registered owner, as it appeared on the 15th day
of the month next preceding such date (the "Record Date") on
the Registration Books kept by the Paying Agent/Registrar, as
hereinafter described. Any accrued interest due upon the re-
demption of this Certificate of Obligation prior to maturity as
provided herein shall be paid to the registered owner at the
principal corporate trust office of the Paying Agent/Registrar
upon presentation and surrender of this Certificate of Obliga-
tion for redemption and payment at the principal corporate
trust office of the Paying Agent/Registrar. The Issuer coven-
ants with the registered owner of this Certificate of Obliga-
tion that on or before each principal payment date, interest
payment date, and accrued interest payment date for this
Certificate of Obligation, it will make available to the Paying
Agent/Registrar, from the "Interest and Sinking Fund" created
by the Certificate of Obligation Ordinance, the amounts re-
quired 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 inter-
est 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 Paying Agent/Registar is located are au-
thorized by or executive order to close, then the date for
such payment shall be the next succeeding day which is not such
a Saturday, Sunday, legal holiday, or day on which banking
institutions are authorized to close; and payment on such date
shall have the same force and effect as if made on the original
date payment was due.
THIS CERTIFICATE OF OBLIGATION is one of an issue of
Certificates of Obligation initially dated May 1, 1985, author-
ized in accordance with the Constitution and laws of the State
of Texas in the original principal amount of $7,580,000, for
the purpose of paying all or a portion of the City's contrac-
tual obligations for acquiring, constructing, improving and
extending the City's Waterworks and Sewer System, and for
paying all or a portion of the legal, fiscal and engineering
fees in connection with this project.
ON AUGUST 1, 1995, or on any interest payment date there-
after, the Certificates 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 source, as a
whole, or in part, and, if in part, the maturity or maturities.
of Certificates of Obligations and the amounts threof, to be
redeemed shall be selected and designated by the Issur, and the
Issuer shall direct the Paying Agent/Registrar to call by lot
Certificates of Obligation, or portions thereof within such
maturities and in such principal amounts for redemption (pro-
vided that a portion of this Certificate of Obligation may be
redeemed only in an integral multiple of $5,000), at the
redemption price of the principal amount thereof, plus accrued
interest to the date fixed for prepayment or redemption. 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 given by the Issuer to the Paying
Agent/Registrar, and the Paying Agent/Registrar shall send a
copy of such notice by United States mail, first-class postage
prepaid, not less than 15 days prior to the date fixed for any
14
such redemption, to the registered owner of each Certificate of
Obligation to be redeemed at its address as it appeared on the
30th day prior to such redemption date; provided, however, that
the failure 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
redemption of any Certificate of Obligation, and it is hereby
specifically provided that the giving of notice by the Issuer
to the Paying Agent/Registrar as required above shall be the
only notice actually required in connection with or as a
prerequisite to the redemption of any Certificates of Obliga-
tion. 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 Certificates of
Obligation which are to be so redeemed, plus accrued interest
thereon to the date fixed for redemption. If such written
notice of redemption is given to the Paying Agent/Registrar and
if due provision for such payment is made, all as provided
above, the Certificates of Obligation which are to be so re-
deemed 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 plus accrued
interest from the Paying Agent/Registrar out of the funds pro-
vided for such payment.
THIS CERTIFICATE OF OBLIGATION OR ANY PORTION OR PORTIONS
HEREOF IN ANY INTEGRAL MULTIPLE OF $5,000 may be assigned and
shall be transferred only in the Registration Books of the
Issuer kept by the Paying Agent/Registrar acting in the capa-
city of registrar for the Certificates of Obligation, upon the
terms and conditions set forth in the Certificate of Obligation
Ordinance. Among other requirements for; such assignment and
transfer, this Certificate of Obligation must be presented and
surrendered to the Paying Agent/Registrar, together with proper
instruments of assignment, in form and with guarantee of
signatures satisfactory to the Paying Agent/Registrar, evidenc-
ing assignment of this Certificate of Obligation or any portion
or portions hereof in any integral multiple of $5,000 to the
assignee or assignees in whose name or names this Certificate
of Obligation or any such portion or portions hereof is or are
to be transferred and registered. The form of Assignment
printed or endorsed on this Certificate of Obligation shall be
executed by the registered owner or its duly authorized attor-
ney or representative to evidence the assignment hereof. A new
Certificate of Obligation or Certificates of Obligation payable
to such assignee or assignees (which then will be the new
registered owner or owners of such new Certificate of Obliga-
tion or Certificates of Obligation), or to the previous regis-
tered owner in the case of the assignment and transfer of only
a portion of this Certificate of Obligation, may be delivered
by the Paying Agent/Registrar in conversion of and exchange for
this Certificate of Obligation, all in the form and manner as
provided in the next paragraph hereof for the conversion and
exchange of other Certificates of Obligation. The Issuer shall
pay the Paying Agent/Registrar's standard or customary fees and
charges for making such transfer, but the one requesting such
transfer shall pay any taxes or other governmental charges
required to be paid with respect thereto. The Paying Agent/
Registrar shall not be required to make transfers of regis-
tration of this Certificate of Obligation or any portion hereof
(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 20 days
prior to its redemption date. The registered owner of this
Certificate of Obligation shall be deemed and treated by the
15
Issuer and the Paying Agent/Registrar as the absolute owner
hereof for all purposes, including payment and discharge of
liability upon this Certificate of Obligation to the extent of
such payment, and the Issuer and the Paying Agent/Registrar
shall not be affected by any notice to the contrary.
ALL CERTIFICATES OF OBLIGATION OF THIS SERIES are issuable
solely as fully registered certificates of obligation, without
interest coupons, in the denomination of any integral multiple
of $5,000. As' provided 'in' the Certificate of Obligation
Ordinance, this Certificate of Obligation, or any unredeemed
portion hereof, may, at the request of the registered owner or
the assignee or assignees hereof, be converted into and ex-
changed for a like aggregate principal amount of fully regis-
tered Certificates of Obligation, without interest coupons,
payable to the appropriate registered owner, assignee, or
assignees, as the case may be, having the same maturity date,
and bearing interest at the same rate, in any denomination or
denominations in any integral multiple of $5,000 as requested
in writing by the appropriate registered owner, assignee, or
assignees, as the case may be, upon surrender of this Certifi-
cate of Obligation to the Paying Agent/ Registrar for cancella-
tion, all in accordance with the form and procedures set forth
in the Certificate of Obligation Ordinance. The Issuer shall
pay the Paying Agent/Registrar's standard or customary fees and
charges for transferring, converting, and exchanging any
Certificate of Obligation or any portion thereof, but the one
requesting such transfer, conversion,. and exchange shall pay
any taxes or governmental charges required to be paid with
respect thereto as a condition precedent to the exercise of
such privilege of conversion and exchange. The Paying Agent/
Registrar shall not be required to make any such conversion and
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
portion thereof called for redemption prior to maturity, within
20 days prior to its redemption date.
IN THE EVENT any Paying Agent/Registrar for the Certifi-
cates of Obligation is changed by the Issuer, resigns, or
otherwise ceases to act as such, the Issuer has covenanted in
the Certificate of Obligation Ordinance that it promptly will
appoint a competent and legally qualified substitute therefor,
and promptly will 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, sold, 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 performed, existed,
and been done in accordance with law; that this Certificate of
Obligation is a general obligation of the Issuer, issued on the
full faith and credit thereof; and that ad valorem taxes
sufficient to provide for the payment of the interest on and
principal of this Certificate of Obligation, as such interest
and principal come due, have been levied and ordered to be
levied against all taxable property in the Issuer, and have
been pledged for such payment, within the limit prescribed by
law, and that this Certificate of Obligation, together with
other obligations of the Issuer, is additionally secured by and
payable from a pledge of the revenues of the Issuer's Water-
works and Sewer System, remaining after payment of all opera-
tion and maintenance expenses thereof, and all debt service,
reserve and other requirements in connection with all of the
Issuer's revenue bonds and certificates of obligation (now or
hereafter outstanding) which are payable from all or any part
16
Ip
of the Net Revenues of the Issuer's combined Wateworks and
Sewer System, constituting "Surplus Revenues" all as prescribed
in the Certificate of Obligation Ordinance.
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.
IN WITNESS WHEREOF, the Issuer has caused this Certificate
of. Obligation to be signed with the facsimile signature of the
Mayor of the Issuer and countersigned with the facsimile
signature of the City Secretary of the Issuer, and has caused
the official seal of the Issuer to be duly impressed, or placed
in facsimile, on this Certificate of Obligation.
xxxxx xxxxx
City Secretary
CITY SEAL
Mayor
FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE
(To be executed if this Certificate of Obligation is not
accompanied by an executed Registration Certificate of the
Comptroller of Public Accounts of the State of Texas)
It is hereby certified that this Certificate of Obligation
has been issued under the provisions of the Certificate of
Obligation Ordinance described on the face of this Certificate
of Obligation; and that this Certificate of Obligation has been
issued in conversion of and exchange for or replacement of a
certificate of obligation, certificates of obligation, or a
portion of a certificate of obligation or certificates of
obligation of an issue which originally was approved by the
Attorney General of the State of Texas and registered by the
Comptroller of Public Accounts of the State of Texas.
Dated Paying Agent/Registrar
By
Authorized Representative
FORM OF ASSIGNMENT:
ASSIGNMENT
For value received, the undersigned registered owner of this
Certificate of Obligation, or duly authorized representative or
attorney thereof, hereby assigns $ of this Certificate of
Obligation to
(print or type the name and
address of the assignee and
any other relevant information)
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and authorizes the Paying Agent/Registrar to transfer the
registration of this Certificate of Obligation in the Registra-
tion Books.
Dated
Registered Owner
(Notice: The signature above must correspond with the
name of the Registered Owner as it appears upon the front of
this Certificate of Obligation in every particular, without
alteration or enlargement of any change whatsoever).
Signature Guaranteed:
(Notice: Signature(s) must be guaranteed by a member firm
of the New York Stock Exchange or a commercial bank or trust
company).
Section 8. TAX LEVY. A special Interest and Sinking Fund
(the "Interest and Sinking Fund") is hereby created solely for
the benefit of the Certificates of Obligation,and the Interest
and Sinking Fund shall be established and maintained by the
Issuer at an official depository bank of the Issuer. The
Interest and Sinking Fund shall be kept separate and apart from
all other funds and accounts of the Issuer, and shall be used
only for paying the interest on and principal of the Certifi-
cates of Obligation. All ad valorem taxes levied and collected
for and on account of the Certificates of Obligation shall be
deposited, as collected, to the credit of the Interest and
Sinking Fund. During each year while any of the Certificates
of Obligation or interest thereon are outstanding and unpaid,
the governing body of the 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 the
Certificates of Obligation as such interest comes due, and to
provide and maintain a sinking fund adequate to pay the princi-
pal of its Certificates of Obligation as such principal matures
(but never less than 2% of the original principal amount of the
Certificates of Obligation as a sinking fund each year); and
said tax shall be based on the latest approved tax rolls of the
Issuer, with full allowance being made for tax delinquencies
and the cost of tax collection. Said rate and amount of ad
valorem tax is hereby levied, and is hereby ordered to be
levied, against all taxable property in the Issuer for each
year while any of the Certificates of Obligation or interest
thereon 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 the Certificates of Obligation, as
such interest comes due and such principal matures, are hereby
pledged for such payment, within the limit prescribed by law.
Section 9. REVENUES. That said Certificates of Obliga-
tion are additionally secured by and shall be payable from and
secured by the revenues of the Issuer's combined Waterworks and
Sewer System, remaining after payment of all maintenance and
operation expenses thereof, and all debt service, reserve, and
other requirements in connection .with all of the Issuer's
revenue bonds (now or hereafter outstanding) which are payable
from all or any part of the Net Revenues of the City's combined
Waterworks and Sewer System, constituting "Surplus Revenues".
The Issuer shall deposit such Surplus Revenues to the credit of
the Interest and Sinking Fund created pursuant to Section 8,
to the extent necessary to pay the principal and interest on
the Certificates of Obligation. Notwithstanding the require-
ments of Section 8, if Surplus Revenues are actually on deposit
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or budgeted for deposit in the Interest and Sinking Fund in
advance of the time when ad valorem taxes are scheduled to be
levied for any year, then the amount of taxes which otherwise
would have been required to be levied pursuant to Section 8 may
be reduced to the extent and by the amount of the Surplus
Revenues then on deposit in the Interest and Sinking Fund or
budgeted for deposit therein.
Section 10. TRANSFER. That the Mayor and the City Clerk
are hereby ordered to do any and all things necessary to
accomplish the transfer of monies to the Interest and Sinking
Fund of this issue in ample time to pay such items of principal
and interest.
Section 11. DEFEASANCE OF CERTIFICATES OF OBLIGATION.
(a) Any Certificate of Obligation and the interest thereon
shall be deemed to be paid, retired, and no longer outstanding
(a "Defeased Certificate of Obligation") within the meaning of
this Ordinance, except to the extent provided in subsection (d)
of this Section 11, 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 Obligations 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
Obligation 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
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 herein levied and pledged as provided
in this Ordinance, and such principal and interest shall be
payable solely from such money or Government Obligations.
(b) Any moneys so deposited with the Paying Agent/Regis-
trar may at the written direction of the Issuer also be in-
vested 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 Treasury 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/Registrar 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 required by this
Ordinance.
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11
Section 12. DAMAGED, MUTILATED, LOST, STOLEN, OR DE-
STROYED CERTIFICATES OF OBLIGATION. (a) Replacement Certifi-
cates of Obligation. In the event any outstanding Certificate
of Obligation is damaged, mutilated, lost, stolen, or des-
troyed, 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 provided.
(b) Application for Replacement Certificates sof Obliga-
tion. Application for replacement of damaged, mutilated, 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 destruction 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 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
Certificate 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 foregoing
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 provided in this Section.
(d) Charge for Issuing Replacement Certificates of
Obligation. Prior to the issuance of any replacement certif-
icate of obligation, the Paying Agent/Registrar shall charge
the registered owner of such Certificate of Obligation with all
legal, printing, and other expenses in connection 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 obligation 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 proportionately 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 12 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 authen-
ticate and deliver such Certificates of Obligation in the form
and manner and with the effect, as provided in Section 6(d) of
this Ordinance for Certificates of Obligation issued in
conversion and exchange for other Certificates of Obligation.
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•
Section 13. CUSTODY, APPROVAL, AND REGISTRATION OF
CERTIFICATES OF OBLIGATION; BOND COUNSEL'S OPINION, AND CUSIP
NUMBERS. The Mayor of the Issuer is hereby authorized to have
control of the Initial Certificate of Obligation issued
hereunder and all necessary records and proceedings pertaining
to the Initial Certificate of Obligation pending its delivery
and its investigation, examination, and approval by the
Attorney General of the State of Texas, and its registration by
the Comptroller of Public Accounts of the State of Texas. Upon
registration of the Initial Certificate of, Obligation said
Comptroller of Public Accounts (or a deputy designated in
writingto act for said Comptroller) shall manually sign the
Comptroller's Registration Certificate on the Initial Certif-
icate of Obligation, and the seal of said Comptroller shall be
impressed, or placed in facsimile, on the Initial Certificate
of Obligation. The approving legal opinion of the Issuer's
Bond Counsel and the assigned CUSIP numbers may, at the option
of the Issuer, be printed on the Initial Certificate of
Obligation or on any Certificates of Obligation issued and de-
livered in conversion of and exchange or replacement of any
Certificate of Obligation, but neither shall have any legal
effect, and shall be solely for the convenience and information
of the registered owners of the Certificates of Obligation.
Section 14. NO ARBITRAGE. The Issuer covenants to and
with the registered owners of the Certificates of Obligation
that it will make no use of the proceeds of the Certificates of
Obligation at any time throughout the term of this issue of
Certificates of Obligation which, if such use had been reason-
ably expected on the date of delivery of the Certificates of
Obligation to and payment for the Certificates of Obligation by
the purchasers, would have caused the Certificates of
Obligation to be arbitrage bonds within the meaning of Section
103(c) of the Internal Revenue Code of 1954, as amended, or any
regulations or rulings pertaining thereto; and by this covenant
the Issuer is obligated to comply with the requirements of the
aforesaid Section 103(c) and all applicable and pertinent
Department of the Treasury regulations relating to arbitrage
bonds. The Issuer further covenants that the proceeds of the
Certificates of Obligation will not otherwise be used directly
or indirectly so as to cause all or any part of the
Certificates of Obligation to be or become arbitrage bonds
within the meaning of the aforesaid Section 103(c), or any
regulations or rulings pertaining thereto.
Section 15. EMERGENCY. It is hereby officially found and
determined that a case of emergency or urgent public necessity
exists which requires the holding of the meeting at which this
Ordinance is passed, such emergency or urgent public necessity
being that the proceeds from the sale of the proposed
Certificates of Obligation are required as soon as possible and
without delay for necessary and urgently needed public
improvements; 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. Texas Civ. St.
Article 6252-17.
Section 16. SALE OF INITIAL CERTIFICATE OF OBLIGATION.
The Initial Certificate of Obligation ishereby sold and shall
be delivered to
for cash for the par value thereof and accrued interest thereon
to date of delivery, plus a premium of $ . It is hereby
officially found, determined, and declared that the Initial
Certificate of Obligation has been sold at public sale to the
bidder offering the lowest interest cost, after receiving
sealed bids pursuant to an Official Notice of Sale and Official
Statement dated February 28, 1985, prepared and distributed in
connection with the sale of the Initial Certificate of Obliga-
tion. Said Official Notice of Sale and Official Statement, and
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I I
any addenda, supplement, or amendment thereto have been and are
hereby approved by the governing body of the Issuer, and their
use in the offer and sale of the Certificates of Obligation is
hereby approved. It is further officially found, determined,
and declared that the statements and representations contained
in said Official Notice of Sale and Official Statement are true
and correct in all material respects, to the best knowledge and
belief of the governing body of the Issuer.
Section 17. EFFECTIVE DATE. That this Ordinance shall
become effective upon its passage since this is an authoriza-
tion for borrowing for capital improvements.
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