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1990-09-12 CITY COUNCIL SPECIAL MEETING MINUTESW MINUTES OF A SPECIAL MEETING OF THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS, HELD ON SEPTEMBER 12, 1990, AT 7:00 P. M. IN THE CITY HALL, 3519 LIBERTY DRIVE, PEARLAND, TEXAS 411 The meeting was called to order with the following present: Mayor C. V. (Vic) Coppinger Councilmember/Mayor Pro Tem David Smith Councilmember William Wolff Councilmember D. A. Miller Councilmember Councilmember City Manager City Secretary PURPOSE OF THE MEETING: Randy Weber Richard Tetens James DeShazer Kay Krouse ORDINANCE NO. 601, AN ORDINANCE AUTHORIZING THE ISSUANCE OF CITY OF PEARLAND, TEXAS, REFUNDING BONDS, SERIES 1990, AND DECLARING AN EMERGENCY M" Fiscal Agent Frank Ildebrando, Rauscher Pierce Refsnes, Inc., and Bond Attorney Clifford Youngblood, Vinson & Elkins, were present to answer questions from the 00% Council concerning the issuance of the City's $7,364,391.80 Refunding Bonds, Series 1990. Ordinance No. 601 was read in caption by Councilmember Smith. (First and Only Reading) It was moved by Councilmember Smith, seconded by Councilmember Tetens, that Ordinance No. 601 be passed and approved on the first and only reading as an emergency ordinance. Voting "Aye" - Councilmembers Miller, Tetens, Smith, Weber and Wolff. Voting "No" - None Motion passed 5 to 0. Ordinance No. 601 reads as follows: 227 ORDINANCE NO. 601 ORDINANCE AUTHORIZING THE ISSUANCE OF CITY OF PEARLAND, TEXAS, REFUNDING BONDS, SERIES 1990; AUTHORIZING THE REDEMPTION PRIOR TO MATURITY OF CERTAIN OUTSTANDING BONDS; AUTHORIZING THE ADVANCE REFUNDING OF CERTAIN OUTSTANDING OBLIGATIONS AND THE EXECUTION AND DELIVERY OF AN ESCROW AGREEMENT AND THE SUBSCRIPTION FOR AND PURCHASE OF CERTAIN ESCROWED SECURITIES; AND DECLARING THAT AN IMMEDIATE PUBLIC EMERGENCY EXISTS BECAUSE THE PROCEEDS OF SUCH BONDS ARE NEEDED AS SOON AS POSSIBLE FOR THE PROTECTION OF LIFE, HEALTH, PROPERTY AND THE PUBLIC PEACE. THE STATE OF TEXAS COUNTIES OF BRAZORIA AND HARRIS CITY OF PEARLAND WHEREAS, the City of Pearland, Texas (the "City") has heretofore issued its Refunding Bonds, Series 1985 (the "Outstanding Bonds"); and WHEREAS, the City desires to refund a portion of the Outstanding Bonds (the "Refunded Bonds"), in advance of their maturities; and WHEREAS, Article 717k, Vernon's Texas Civil Statutes, as amended, authorizes the City to issue refunding bonds payable from taxes, without an election, for the purpose of refunding the Refunded Bonds in advance of their maturities, and to accomplish such refunding by depositing directly with any paying agent for the Refunded Bonds the proceeds of such refunding bonds, together with other available funds, in an amount sufficient to provide for the payment or redemption of the Refunded Bonds, and provides that such deposit shall constitute the making of firm banking and financial arrangements for the discharge and final payment or redemption of the Refunded Bonds; and WHEREAS, the City desires to authorize the execution of an escrow agreement and provide for the deposit of proceeds of the refunding bonds, togetehr with other funds, to pay the Refunded Bonds; and WHEREAS, the issuance of the refunding bonds herein authorized will result in increased debt service for the City of $7,115,768.05 and an increase in the present value of such debt service of $207,236.11, and the City believes that the issuance of such bonds is needed to restructure the City's debt to allow payment of such debt without increasing taxes; and WHEREAS, upon the issuance of the refunding bonds herein authorized and the deposit of funds referred to above, the Refunded Bonds shall no longer be regarded as being outstanding, except for the purpose of being paid pursuant to such deposit, and the pledges,,liens, trusts and all other covenants, provisions, terms and conditions of the ordinance authorizing the issuance of the Refunded Bonds shall be, with respect to the Refunded Bonds, discharged, terminated and defeased; Now, There- fore BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS: 1. Recitals; Consideration. It is hereby found and determined that the matters and facts set out in the preamble to this Ordinance are true and correct. It is hereby found and determined that the transactions contemplated in this Ordinance will benefit the City by restructuring the debt service payable by the City to allow the payment of such debt service without increasing taxes and to permit the issuance of future tax supported debt on terms advantageous to the City, and that such benefits are sufficient consideration for the refunding of the Refund- ed Bonds. 2. Definitions. Throughout this Ordinance the following terms and expres- sions as used herein shall have the meanings set forth below: The term "Accreted Value" with respect to one or more Capital Appreciation Bonds, shall mean the value thereof from time to time, which value (per $5,000 of Maturity Amount) is set forth on the form of Capital Appreciation Bond herein for the Issuance Date and for each March 1 and September 1. For any other date, the 228 Accreted Value shall be determined by a straight-line interpolation between the values set forth on the form of Capital Appreciation Bond. The term "Bonds" shall mean the $7,364,391.80 City of Pearland, Texas, Refund- ing Bonds, Series 1990, authorized in this Ordinance, unless the context clearly indicates otherwise. The term "Business Day" shall mean any day which is not a Saturday, Sunday, or a day on which the Registrar is authorized by law or executive order to close, or a legal holiday. The term "Capital Appreciation Bonds" shall mean those Bonds maturing on March 1 in the years 2008 and 2009, issued in the principal amount of $949,391.80. The term "City" shall mean the City of Pearland, Texas. The term "Code" shall mean the Internal Revenue Code of 1986, as amended. The term "Comptroller" shall mean the Comptroller of Public Accounts of the State of Texas. The term "Current Interest Bonds" shall mean those Bonds maturing on March 1 in each of the years 2002 through 2007, issued in the principal amount of $6,415,000. The term "Escrow Agent" shall mean First City, Texas -Houston, N.A., Houston, Texas, and any successor in that capacity. The term "Escrow Agreement" shall mean the agreement between the City and the Escrow Agent relating to the escrow of funds to pay the Refunded Bonds. The term "Interest and Sinking Fund" shall mean the interest and sinking fund for payment of the Bonds established by the City in Section 19 of this Ordinance. The term "Interest Payment Date", when used in conjunction with any Current Interest Bond, shall mean March 1, 1991, and each September 1 and March 1 thereafter until maturity or prior redemption. The term "Issuance Date" shall mean the date on which the Bonds are delivered to and paid for by the Underwriter. The term "Maturity Amount" with respect to any Capital Appreciation Bond shall mean the amount payable to the Owner thereof at maturity, which shall include both principal and accrued interest. The term "Ordinance" as used herein and in the Bonds shall mean this ordinance authorizing the Bonds. The term "Owner" shall mean any person who shall be the registered owner of any outstanding Bond. The term "Paying Agent" shall mean the Registrar. The term "Record Date" shall mean, with respect to Current Interest Bonds, the close of business on the 15th day of the calendar month next preceding each Interest Payment Date. The term "Refunded Bonds" shall mean the City's Refunding Bonds, Series 1985, dated August 15, 1985, in the aggregate principal amount of $6,795,000, maturing on March 1 in the following years and amounts: 1991 $ 260,000 1992 565,000 1993 575,000 1994 525,000 1995 1,120,000 1996 1,190,000 1997 1,280,000 1998 415,000 1999 345,000 2000 295,000 2001 225,000 2". The particular bonds being refunded shall be selected by the Escrow Agent in accord- ance with Section 24 of this this Ordinance. The term "Register" shall mean the books of registration kept by the Regis- trar, in which are maintained the names and addresses of, and the principal amounts of the Bonds registered to, each Owner. The term "Registrar" shall mean First City, Texas -Houston, N.A., Houston, Texas, and its successors in that capacity. The term "Report" shall mean the report of KPMG Peat Marwick, Certified Public Accountants, verifying the accuracy of certain mathematical computations relating to the Bonds and the Refunded Bonds. The term "Underwriter" shall mean Rauscher Pierce Refsnes, Inc. 3. Authorization. The bonds shall be issued in fully registered form in the, principal amount of Seven Million Three Hundred Sixty -Four Thousand Three Hun- dred Ninety -One Dollars and Eighty Cents ($7,364,391.80) for the purpose of refund- ing the Refunded Bonds. 4. Designation, Date, and Interest Payment Dates. The Bonds shall be designated as "CITY OF PEARLAND, TEXAS, REFUNDING BONDS, SERIES 1990" and shall be dated October 1, 1990. The Current Interest Bonds shall bear interest at the rates set forth in Section 5(a) of this Order from the later of October 1, 1990, or the most recent Interest Payment Date to which such interest has been paid or duly provided for, calculated on the basis of a 360 day year of twelve 30 day months. The Capital Appreciation Bonds shall bear interest from the Issuance Date at the rates set forth in Section 5(b), calculated on the basis of a 360 day year of twelve 30 day months. 5. Initial Bonds, Numbers and Denominations. (a) The Current Interest Bonds shall be initially issued bearing the numbers, in the principal amounts, and bearing interest at the rates set forth in the following schedule, and may be trans- ferred and exchanged as set out in this Ordinance. The Current Interest Bonds shall mature on March 1 in each of the years and in the amounts set out in such schedule. Current Interest Bonds delivered on transfer of or in exchange for other Current Interest Bonds shall be numbered (with appropriate prefix) in order of their authen- tication by the Registrar, shall be in the denomination of $5,000 or integral multi- ples thereof, and shall mature on the same date and bear interest at the same rate as the Bond or Bonds in lieu of which they are delivered. CURRENT INTEREST BONDS Bond Principal Principal Interest Number Year Amount Rate R-1 2002 $ 315,000 7.10% R-2 2003 390,000 7.15% R-3 2004 1,220,000 7.20% R-4 2005 1,315,000 7.25% R-5 2006 1,415,000 7.30% R-6 2007 1,760,000 7.35% (b) The Capital Appreciation Bonds shall be initially issued bearing the numbers, in the principal amounts, and bearing interest at the rates set forth in the following schedule, and may be transferred and exchanged as set out in this Ordinance. The Capital Appreciation Bonds shall mature on March 1 in each of the years and in the Maturity Amounts set out in such schedule. Capital Appreciation Bonds delivered on transfer of or in exchange for other Capital Appreciation Bonds shall be numbered (with appropriate prefix) in order of their authentication by the Registrar, shall be in the Maturity Amount of $5,000 or integral multiples thereof, and shall mature on the same date and bear interest at the same rate as the Bond or Bonds in lieu of which they are delivered. CAPITAL APPRECIATION BONDS Bond Principal Interest Maturity Number Year Amount Rate Amount CR -1 2008 $501,646.60 7.55% $1,820,000 CR -2 2009 447,745.20 7.60% 1,765,000 230 6. Execution of Bonds: Seal. The Bonds shall be signed by the Mayor and countersigned by the City Secretary, by their manual, lithographed, or facsimile signatures, and the official seal of the City shall be impressed or placed in fac- simile thereon. Such facsimile signatures on the Bonds shall have the same effect as if each of the Bonds had been signed manually and in person by each of said officers, and such facsimile seal on the Bonds shall have the same effect as if the official seal of the City had been manually impressed upon each of the Bonds. If any officer of the City whose manual or facsimile signature shall appear on the Bonds shall cease to be such officer before the authentication of such Bonds or before the delivery of such Bonds, such manual or facsimile signature shall never- theless be valied and sufficient for all purposes as if such officer had remained in such office. 7. Approval by Attorney General; Registration b 2 Comptroller. The Bonds to be initially issued shall be delivered to the Attorney General of Texas for approval and shall be registered by the Comptroller. The manually executed registration -- certificate of the Comptroller substantially in the form provided in Section 17 of this Ordinance shall be attached or affixed to the Bonds to be initially issued. 8. Authentication. Except for the Bonds to be initially issued, which need not be authenticated by the Registrar, only such Bonds which bear thereon a certifi- cate of authentication, substantially in the form provided in Section 17 of this Ordinance, manually executed by an authorized representative of the Registrar, shall be entitled to the benefits of this Ordinance or shall be valid or obligatory for any purpose. Such duly executed certificate of authentication shall be conclusive evidence that the Bonds so authenticated were delivered by the Registrar hereunder. 9. Payment of Principal and Interest. The Registrar is hereby appointed as the paying agent and registrar for the Bonds. The principal of the Current Interest Bonds and the Maturity Amount of the Capital Appreciation Bonds shall be payable, without exchange or collection charges, in any coin or currency of the United States of America which on the date of payment is legal tender for the payment of debts due the United States of America, upon their presentation and surrender as they respec- tively become due and payable, whether at maturity or by prior redemption, at the principal corporate trust office of the Registrar. The interest on each Current Interest Bond shall be payable on each Interest Payment Date, by check mailed by the Registrar on or before the Interest Payment Date to the Owner of record as of the Record Date, to the address of such Owner as shown on the Register. If the date for payment of the principal of or interest on any Bond is not a Business Day, then the date for such payment shall be the next succeeding Business �. Day with the same force and effect as if made on the date payment was originally due. 10. Successor Registrars. The City covenants that at all times while any Bonds are outstanding it will provide a commercial bank or trust company organized under the laws of the State of Texas or other entity duly qualified and legally authorized to act as Registrar for the Bonds. The City reserves the right to change the Regis- trar for the Bonds on not less than 60 days written notice to the Registrar, so long as any such notice is effective not less than 60 days prior to the next succeeding principal or interest payment date on the Bonds. Promptly upon the appointment of any successor Registrar, the previous Registrar shall deliver the Register or copies thereof to the new Registrar, and the new Registrar shall notify each Owner, by Untied States mail, first class postage prepaid, of such change and of the address of the new Registrar. Each Registrar hereunder, by acting in that capacity, shall be deemed to have agreed to the provisions of this Section. 11. Special Record Date. If interest on any Current Interest Bond is not paid on any Interest Payment Date and continues unpaid for thirty (30) days thereafter, the Registrar shall establish a new record date for the payment of such interest, to be known as a Special Record Date. The Registrar shall establish a Special Record Date when funds to make such interest payment are received from or on behalf of the City. Such Special Record Date shall be fifteen (15) days prior to the date fixed for payment of such past due interest, and notice of the date of payment and the Special Record Date shall be sent by United States mail, first class, postage pre- paid, not later than five (5) days prior to the Special Record Date, to each affect- ed Owner of record as of the close of business on the day prior to the mailing of such notice. 12. Ownership; Unclaimed Principal and Interest. The City, the Registrar and any other person may treat the person in whose name any Bond is registered as the absolute owner of such Bond for the purpose of making and receiving payment of the principal of or interest on such Bond, and for all other purposes, whether or not 231 such Bond is overdue, and neither the City nor the Registrar shall be bound by any notice or knowledge to the contrary. Al payments made to the person deemed to be the Owner of any Bond in accordance with this Section 12 shall be valid and effectu- al and shall discharge the liability of the City and the Registrar upon such Bond to the extent of the sums paid. Amounts held by the Registrar which represent principal of and interest on the Bonds remaining unclaimed by the Owner after the expiration of three years from the date such amounts have become due and payable shall be reported and disposed of by the Registrar in accordance with the applicable provisions of Texas law including, to the extent applicable, Title 6 of the Texas Property Code, as amended. 13. Registration. Transfer, and Exchange. So long as any Bonds remain out- standing, the Registrar shall keep the Register at its principal corporate trust office and, subject to such reasonable regulations as it may prescribe, the Regis- trar shall provide for the registration and transfer of Bonds in accordance with the terms of this Ordinance. Each Bond shall be transferable only upon the presentation and surrender thereof at the principal corporate trust office of the Registrar, duly endorsed for transfer, or accompanied by an assignment duly executed by the registered Owner or his authorized representative in form satisfactory to the Registrar. Upon due presentation of any Bond for transfer, the Registrar shall authenticate and deliver in exchange therefor, within 72 hours after such presentation, a new Bond or Bonds of the same type (Current Interest or Capital Appreciation), registered in the name of the transferee or transferees, in authorized denominations and of the same matu- rity and aggregate principal amount (for Current Interest Bonds) or Maturity Amount (for Capital Appreciation Bonds) and bearing interest at the same rate as the Bond or Bonds so presented. All Bonds shall be exchangeable upon presentation and surrender thereof at the principal corporate trust office of the Registrar for a Bond or Bonds of the same type (Current Interest or Capital Appreciation), maturity and interest rate and in any authorized denomination or Maturity Amount, in an aggregate amount equal to the unpaid principal amount or Maturity Amount of the Bond or Bonds presented for ex- change. The Registrar shall be and is hereby authorized to authenticate and deliver exchange Bonds in accordance with the provisions of this Section 13. Each Bond delivered in accordance with this Section 13 shall be entitled to the benefits and security of this Ordinance to the same extent as the Bond or Bonds in lieu of which such Bond is delivered. The City or the Registrar may require the Owner of any Bond to pay a sum sufficient to cover any tax or other governmental charge that may be imposed in connection with the transfer or exchange of such Bond. Any fee or charge of the Registrar for such transfer or exchange shall be paid by the City. 14. Mutilated. Lost, or Stolen Bonds. Upon the presentation and surrender to the Registrar of a mutilated Bond, the Registrar shall authenticate and deliver in exchange therefor a replacement Bond of like maturity, interest rate, and principal amount or Maturity Amount, bearing a number not contemporaneously outstanding. If any Bond is lost, apparently destroyed, or wrongfully taken, the City, pursuant to the applicable laws of the State of Texas and in the absence of notice or knowledge that such Bond has been acquired by a bona fide purchaser, shall authorize and the Registrar shall authenticate and deliver a replacement Bond of like maturity, inter- est rate and principal amount or Maturity Amount, bearing a number not contemporane- ously outstanding. The City or the Registrar may require the Owner of a mutilated Bond to pay a sum sufficient to cover any tax or other governmental charge that may be imposed in connection therewith and any other expenses connected therewith, including the fees and expenses of the Registrar. The City or the Registrar may require the Owner of a lost, apparently destropyed or wrongfully taken Bond, before any replacement Bond is issued, to: (1) furnish to the City and the Registrar satisfactory evidence of the ownership of and the circumstances of the loss, destruction or theft of such Bond; (2) furnish such security or indemnity as may be required by the Registrar and the City to same them harmless; (3) pay all expenses and charges in connection therewith, including, but not limited to, printing costs, legal 232 fees, fees of the Registrar and any tax or other gov- ernmental charge that may be imposed; and (4) meet any other reasonable requirements of the City and the Registrar. If, after the delivery of such replacement Bond, a bona fide purchaser of the origi- nal Bond in lieu of which such replacement Bond was issued presents for payment such original Bond, the City and the Registrar shall be entitled to recover such replace- ment Bond from the person to whom it was delivered or any person taking therefrom, except a bona fide purchaser, and shall be entitled to recover upon the security or indemnity provided therefor to the extent of any loss, damage, cost or expense incurred by the city or the Registrar in connection therewith. If any such mutilated, lost, apparently destroyed or wrongfully taken Bond has become or is about to become due and payable, the City in its discretion may, in- stead of issuing a replacement Bond, authorize the Registrar to pay such Bond. Each replacement Bond delivered in accordance with this Section 14 shall be entitled to the benefits and security of this Ordinance to the same extent as the Bond or Bonds in lieu of which such replacement Bond is delivered. 15. Cancellation of Bonds. All Bonds paid in accordance with this Ordinance, and all Bonds in lieu of whicF exchange Bonds or replacement Bonds are authenticated and delivered in accordance herewith, shall be cancelled and destroyed upon the making of proper records regarding such payment. The Registrar shall furnish the City with appropriate certificates of destruction of such Bonds. 16. Optional Redemption. The City reserves the right, at its option, to redeem Bonds prior to maturity, in whole or from time to time in part, on September 1, 2000, or any date thereafter, at a price of, with respect to Current Interest Bonds, par plus accrued interest to the date fixed for redemption and, with respect to Capital Appreciation Bonds, 103% of the Accreted Value on the dated fixed for re- demption. Bonds may be redeemed only in integral multiples of $5,000. If a Bond subject to redemption is in a denomination larger than $5,000, a portion of such Bond may be redeemed, but only in integral multiples of $5,000. Upon surrender of any Bond for redemption in part, the Registrar, in accordance with Sectin 13 hereof, that authen- ticate and deliver in exchange therefor a Bond or Bonds of like maturity and inter- est rate in an aggregate principal amount or Maturity Amount equal to the unredeemed portion of the Bond so surrendered. If less than all of the Bonds are to be redeemed, the City shall determine the amounts and maturities to be redeemed. Notice of any redemption identifying the Bonds to be redeemed shall be given by the Registrar at least thirty days prior to the date fixed for redemption by sending written notice by first class mail to the Owner of each Bond to be redeemed in whole or in part at the address shown on the Register. Such notices shall state the redemption date, the redemption price, the place at which Bonds are to be sur- rendered for payment and, if less than all Bonds outstanding are to be redeemed, the number of the Bonds or portions thereof to be redeemed. Any notice given as provid- ed in this Section 16 shall be conclusively presumed to have been duly given, wheth- er or not the Owner receives such notice. By the date fixed for redemption, due provision shall be made with the Registrar for payment of the redemption price of the Bonds or portions thereof to be redeemed, plus any accrued interest to the dated fixed for redemption. When Bonds have been called for redemption in whole or in part and due provision has been made to redeem same as herein provided, the Bonds or portions thereof so redeemed shall no longer be regarded as outstanding except for the purpose of receiving payment solely from the funds so provided for redemption, and the rights of the Owners to collect interest which would otherwise accrue after the redemption date on any Bond or portion thereof called for redemption shall terminate on the date fixed for redemption. 17. Forms. The form of the Bonds, including the form of the Registrar's Au- thentication Certificate, the form of Assignment, the form of legend regarding bond insurance, and the form of Registration Certificate of the Comptroller, which shall be attached or affixed to the Bonds initially issued, shall be, respectively, sub- stantially as follows, with such additions, deletions and variations as may be necessary or desirable and not prohibited by this Ordinance: FORM OF CURRENT INTEREST BONDS 232 United States of America State of Texas NUMBER DENOMINATION REGISTERED REGISTERED CITY OF PEARLAND, TEXAS REFUNDING BOND SERIES 1990 INTEREST RATE: MATURITY DATE: ISSUE DATE: CUSIP: October 1, 1990 REGISTERED OWNER: PRINCIPAL AMOUNT: DOLLARS The City of Pearland, Texas (the "City") promises to pay to the registered owner identified above, or registered assigns, on the date specified above, upon presentation and surrender of this Bond at the principal corporate trust office of First City, Texas -Houston, N.A., Houston, Texas (the "Registrar"), the principal amount identified above, payable in any coin or currency of the United States of America which on the date of payment is legal tender for the payment of debts due the United States of America, and to pay interest thereon at the rate shown above, calculated on the basis of a 360 day year of twelve 30 day months, from the later of October 1, 1990, or the most recent interest payment date to which interest has been paid or duly provided for. Interest on this Bond is payable by check on March 1 and September 1, beginning on March 1, 1991, mailed to the registered owner of record as of the close of business on the 15th day of the calendar month next preceding each interest payment date (the "Record Date"). REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS BOND SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL HAVE THE SAME FORCE AND EFFECT AS IF SET FORTH AT THIS PLACE. IN WITNESS WHEREOF, this Bond has been signed with the manual or facsimile signature of the Mayor and countersigned with the manual or facsimile signature of the City Secretary, and the official seal of the City has been duly impressed, or placed in facsimile, on this Bond. (AUTHENTICATION (SEAL) CITY OF PEARLAND, TEXAS CERTIFICATE) Mayor City Secretary (Back Panel of Bond) THIS BOND is one of a duly authorized issue of Bonds, aggregating $7,364,391.80 (the "Bonds"), issued for the purpose of refunding a portion of the City's outstanding Refunding Bonds, Series 1985, and pursuant to an ordinance adopt- ed by the City Council on September 12, 1990, (the "Ordinance"). The Bonds are issued as (i) Bonds in the aggregate principal amount of $949,391.80 which pay interest only at maturity or prior redemption (the "Capital Appreciation Bonds") and (ii) Bonds in the aggregate principal amount of $6,415,000 which pay interest semi- annually until maturity or prior redemption (the "Current Interest Bonds"). THE CITY RESERVES THE RIGHT, at its option, to redeem Bonds prior to their scheduled maturities, in whole or from time to time in part, in integral multiples of $5,000, on September 1, 2000, or any date thereafter, at a price of, with respect to Current Interest Bonds, par plus accrued interest to the date fixed for redemp- tion and, with respect to Capital Appreciation Bonds, 103% of the Accreted Value on the date fixed for redemption. Reference is made to the Ordinance for complete details concerning the manner of redeeming Bonds. 239 NOTICE OF ANY REDEMPTION shall be given at least thirty (30) days prior to the date fixed for redemption by first class mail, addressed to the registered owners of each Bond to be redeemed in whole or in part at the address shown on the books of registration kept by the Registrar. When Bonds or portions thereof have been called for redemption, and due provision has been made to redeem the same, the amounts so redeemed shall be payable solely from the funds provided for redemption, and inter- est which would otherwise accrue on the amounts called for redemption shall termi- nate on the date fixed for redemption. THIS BOND IS TRANSFERABLE only upon presentation and surrender at the princi- pal corporate trust office of the Registrar, duly endorsed for transfer or accompa- nied by an assignment duly executed by the registered owner or his authorized repre- sentative, subject to the terms and conditions of the Ordinance. THE CURRENT INTEREST BONDS ARE EXCHANGEABLE at the principal corporate trust office of the Registrar for Bonds in the principal amount of $5,000 or any integral multiple thereof, subject to the terms and conditions of the Ordinance. THIS BOND shall not be valid or obligatory for any purpose or be entitled to any benefit under the Ordinance unless this Bond is either (i) registered by the Comptroller of Public Accounts of the State of Texas by registration certificate attached or affixed hereto or (ii) authenticated by the Registrar by due execution of the authentication certificate endorsed hereon. THE REGISTERED OWNER of this Bond, by acceptance hereof, acknowledges and agrees to be bound by all the terms and conditions of the Ordinance. THE CITY has covenanted in the Ordinance that it will at all times provide a legally qualified registrar for the Bonds and will cause notice of any change of registrar to be mailed to each registered owner. IT IS HEREBY certified, recited and covenanted that this Bond has been duly and validly issued and delivered; that all acts, conditions and things required or proper to be performed, to exist and to be done precedent to or in the issuance and delivery of this Bond have been performed, exist and have been done in accordance with law; and that annual ad valorem taxes, within the limits prescribed by law, sufficient to provide for the payment of the interest on and principal of this Bond, as such interest comes due and such principal matures, have been levied and ordered to be levied against all taxable property in the City, and have been pledged irrevo- cably for such payment. NUMBER REGISTERED MATURITY DATE: REGISTERED OWNER: MATURITY AMOUNT: FORM OF CAPITAL APPRECIATION BONDS United States of America State of Texas DENOMINATION REGISTERED CITY OF PEARLAND, TEXAS REFUNDING BOND SERIES 1990 ISSUANCE DATE: CUSIP: October 11, 1990 DOLLARS The City of Pearland, Texas (the "City") promises to pay to the registered owner identified above, or registered assigns, on the date specified above, upon presentation and surrender of this Bond at the principal corporate trust office of First City, Texas -Houston, N.A., Houston, Texas, (the "Registrar"), the Maturity Amount identified above, representing the principal amount hereof and accrued and compounded interest hereon (both as shown in the table on the reverse of this Bond), in any coin or currency of the United State of America which on the date of payment is legal tender for the payment of debts due the United States of America. The date of this Bond is October 1, 1990, 'but interest shall accrue on the principal amount hereof from the Issuance Date at the per annum rate specified on the Table of Ac- 235 credted Values on the reverse hereof. The Accreted Value (per $5,000 of Maturity Amount) of this Bond, as of the Issuance Date and as of each March 1 and September 1 is set forth on the reverse hereof. Such value as of any other date shall be deter- mined by straight-line interpolation between such values. REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS BOND SET FORTH ON THE REVERSE HEREOF, WHICH PROVISIONS SHALL HAVE THE SAME FORCE AND EFFECT AS IF SET FORTH AT THIS PLACE. IN WITNESS WHEREOF, this Bond has been signed with the manual or facsimile signature of the Mayor and countersigned with the manual or facsimile signature of the City Secretary, and the official seal of the City has been duly impressed, or placed in facsimile, on this Bond. (AUTHENTICATION (SEAL) CITY OF PEARLAND, TEXAS CERTIFICATE) Mayor City Secretary (Back Panel of Bond) THIS BOND is one of a duly authorized issue of Bonds, aggregating $7,364,391.80 (the "Bonds"), issued for the purpose of refunding a portion of the City's outstanding Refunding Bonds, Series 1985, and pursuant to an ordinance adopt- ed by the City Council on September 12, 1990, (the "Ordinance"). The Bonds are issued as (i) Bonds in the aggregate principal amount of $949,391.80 which pay interest only at maturity or prior redemption (the "Capital Appreciation Bonds") and (ii) Bonds in the aggregate principal amount of $6,415,000 which pay interest semi- annually until maturity or prior redemption (the "Current Interest Bonds"). THE CITY RESERVES THE RIGHT, at its option, to redeem Bonds prior to their scheduled maturities, in whole or from time to time in part, in integral multiples of $5,000, on September 1, 2000, or any date thereafter, at a price of, with respect to Current Interest Bonds, par plus accrued interest to the date fixed for redemp- tion and, with respect to Capital Appreciation Bonds, 103% of the Accreted Value on the date fixed for redemption. Reference is made to the Ordinance for complete details concerning the manner of redeeming Bonds. NOTICE OF ANY REDEMPTION shall be given at least thirty (30) days prior to the dated fixed for redemption by first class mail, addressed to the registered owners of each Bond to be redeemed in whole or in part at the address shown on the books of registration kept by the Registrar. When Bonds or portions thereof have been called for redemption, and due provision has been made to redeem the same, the amounts so redeemed shall be payable solely from the funds provided for redemption, and inter- est which would otherwise accrue on the amounts called for redemption shall termi- nate on the date fixed for redemption. THIS BOND IS TRANSFERABLE only upon presentation and surrender at the princi- pal corporate trust office of the Registrar, duly endorsed for transfer or accompa- nied by an assignment duly executed by the registered owner or his authorized repre- sentative, subject to the terms and conditions of the Ordinance. THE CAPITAL APPRECIATION BONDS ARE EXCHANGEABLE at the principal corporate trust office of the Registrar for Bonds in the maturity amount of $5,000 or any integral multiple thereof, subject to the terms and conditions of the Ordinance. THIS BOND shall not be valid or obligatory for any purpose or be entitled to any benefit under the Ordinance unless this Bond is either (i) registered by the Comptroller of Public Accounts of the State of Texas by registration certificate attached or affixed hereto or (ii) authenticated by the Registrar by due execution of the authentication certificate endorsed hereon. THE REGISTERED OWNER of this Bond, by acceptance hereof, acknowledges and agrees to be bound by all the terms and conditions of the Ordinance. THE CITY has covenanted in the Ordinance that it will at all times provide a legally qualified registrar for the Bonds and will cause notice of any change of 236 registrar to be mailed to each registered owner. IT IS HEREBY certified, recited and covenanted that this Bond has been duly and validly issued and delivered; that all acts, conditions and things required or proper to be performed, to exist and to be done precedent to or in the issuance and delivery of this Bond have been performed, exist and have been done in accordance with law; and that annual ad valorem taxes, within the limits prescribed by law, sufficient to provide for the payment of the interest on and principal of this Bond, as such interest comes due and such principal matures, have been levied and ordered to be levied against all taxable property in the City, and have been pledged irrevo- cably for such payment. TABLE OF ACCRETED VALUES The Accreted Value and principal amount (per $5,000 of Maturity Amount), -- together with the interest rate as as follows: MATURITY (MARCH 1) 2008 2009 PRINCIPAL AMOUNT $1,378.15 $1,268.40 INTEREST RATE 7.55% 7.60% October 11, 1990 1,378.15 1,268.40 March 1, 1991 1,418.46 1,305.77 September 1, 1991 1,472.01 1,355.38 March 1, 1992 1,527.57 1,406.89 September 1, 1992 1,585.24 1,460.35 March 1, 1993 1,645.08 1,515.84 September 1, 1993 1,707.18 1,573.45 March 1, 1994 1,771.63 1,633.24 September 1, 1994 1,838.51 1,695.30 March 1, 1995 1,907.91 1,759.72 September 1, 1995 1,979.94 1,826.59 March 1, 1996 2,054.68 1,896.00 September 1, 1996 2,132.24 1,968.05 March 1, 1997 2,212.74 2,042.84 September 1, 1997 2,296.27 2,120.46 March 1, 1998 2,382.95 2,201.04 September 1, 1998 2,472.91 2,284.68 March 1, 1999 2,566.26 2,371.50 September 1, 1999 2,663.14 2,461.62 March 1, 2000 2,763.67 2,555.16 September 1, 2000 2,868.00 2,652.25 March 1, 2001 2,976.27 2,753.04 September 1, 2001 3,088.62 2,857.65 March 1, 2002 3,205.21 2,966.25 September 1, 2002 3,326.21 3,078.96 March 1, 2003 3,451.78 3,195.96 September 1, 2003 3,582.08 3,317.41 March 1, 2004 3,717.30 3,443.47 September 1, 2004 3,857.63 3,574.32 March 1, 2005 4,003.26 3,710.15 March 1, 2006 4,311.21 3,997.48 September 1, 2006 4,473.96 4,149.38 March 1, 2007 4,642.85 4,307.06 September 1, 2007 4,818.12 4,470.72 March 1, 2008 5,000.00 4,640.61 September 1, 2008 4,816.96 March 1, 2009 5,000.00 Form of Registration Certificate of Comptroller of Public Accounts COMPTROLLER'S REGISTRATION CERTIFICATE: REGISTER NO. I hereby certify that this Bond has been examined, certified as to validity, and approved by the Attorney General of the State of Texas, and that this Bond has been registered by the Comptroller of Public Accounts of the State of Texas. (SEAL) WITNESS MY SIGNATURE AND SEAL this Comptroller of Public Accounts of the State of Texas Form of Registrar's Authentication Certificate AUTHENTICATION CERTIFICATE _ It is hereby certified that this Bond has been delivered pursuant to the Bond Ordinance described in the text of this Bond, in exchange for or in replacment of a Bond, Bonds or a portion of a Bond or Bonds of a Series which was originally approved by the Attorney General of the State of Texas and registered by the Comptroller of Public Accounts of the State of Texas. First City, Texas -Houston, N.A. By Authorized Signature Date of Authentication Form of Assignment ASSIGNMENT 237 For value received, the undersigned hereby sells, assigns, and transfers unto (Please print or type name, address, and zip code of Transferee) (Please insert Social Security or Taxpayer Identification Number of Transferee) the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints attorney to transfer said Bond on the books kept for registration thereof, with full power of substitution in the premises. DATED: Signature Guaranteed: NOTICE: Signature must be guaranteed by a member firm of the New York Stock Exchange or a commercial bank or trust company. Registered Owner NOTICE: The signature above must correspond to the name of the registered owner as shown on the face of this Bond in every particular, without any alteration, enlargement or change what- soever. Form of Bond Insurance Legend STATEMENT OF INSURANCE Financial Guaranty Insurance Company ("Financial Guaranty") has issued a policy containing the following provisions with respect to the City of Pearland, Texas Refunding Bonds, Series 1990 (the "Bonds"), such policy being on file at the principal office of the Registrar, as paying agent (the "Paying Agent"): Financial Guaranty hereby unconditionally and irrevocably agrees to pay for disbursement to the Bondholders that portion of the princi- pal (or the Accreted Value in the case of Capital Appreciation Bonds) of and interest on the Bonds which is then due for payment and which the issuer of the Bonds (the "Issuer") shall have failed to provide. Due for payment means, with respect to the principal (or the Accreted 238 Value in the Case of Capital Appreciation Bonds), the stated maturity date thereof, or the date on which the same shall have been duly called for mandatory sinking fund redemption, but not any earlier date on which the payment of principal (or the Accreted Value in the case of Capital Appreciation Bonds) of the Bonds is due by reason of accel- eration, and with respect to interest, the stated date for payment of such interest. Upon receipt of telephonic or telegraphic notice, subsequently confirmed in writing, or written notice by registered or certified mail, from a Bondholder or the Paying Agent to Financial Guaranty that the required payment of principal (or the Accreted Value in the case of Capital Appreciation Bonds) or interest has not been made by the Issuer to the Paying Agent, Financial Guaranty on the due date of such payment or within one business day after receipt of notice of such nonpayment, whichever is later, will make a deposit of funds, in an account with Citibank, N.A., or its successor as its agent (the "Fiscal Agent"), sufficient to make the portion of such payment not paid by the Issuer. Upon presentation to the Fiscal Agent of evidence satisfactory to is of the Bondholder's right to receive such payment and any appropriate instruments of assignment required to vest all of such Bondholder's right to such payment in Financial Guaranty, the Fiscal Agent will disburse such amount to the Bondholder. As used herein the term "Bondholder" means the person other than the Issuer who at the time of nonpayment of a Bond is entitled under the terms of such Bond to payment thereof. The policy is non -cancellable for any reason. FINANCIAL GUARANTY INSURANCE COMPANY 18. Legal Opinion, Cusip Numbers. The approving opinion of Vinson & Elkins, Houston, Texas, and CUSIP Numbers may be printed on the Bonds, but errors or omissions in the printing of such opinion or such numbers shall have no effect on the validity of the Bonds. 19. Interest and Sinking Fund: Tax Levy. There is hereby estab- lished a separate fund of the City to be known as the Series 1990 Refunding Bonds Interest and Sinking Fund (the "Interest and Sinking Fund"), which shall be kept separate and apart from all other funds of the City. The proceeds from all taxes levied, assessed and collected for and on account of the Bonds authorized by this Ordinance shall be deposited, as collected, in the Interest and Sinking Fund. While the Bonds or any part of the principal thereof or interest thereon remain outstanding and unpaid, there is hereby levied and there shall be annually assessed and collected in due time, form and manner, and at the same time as other City taxes are assessed, levied and collected, in each year, beginning with the current year, a continuing direct annual ad valorem tax, within the limits prescribed by law, upon all taxable property in the City, sufficient to pay the current interest on the Bonds as the same becomes due and to provide and maintain a sinking fund of not less than two percent of the principal amount of the Bonds or the amount required to pay each installment of principal of the Bonds as the same matures, whichever is greater, full allowance being made for delinquencies and costs of collection, and said taxes are hereby irrevocably pledged to the payment of the interest on and principal of the Bonds and to no other purpose. To pay the interest, coming due on the Bonds on March 1, 1991, there is hereby appropriated from current funds, which are hereby certified to be on hand and available for such purpose, an amount sufficient to make such payment, and such amount shall be used for no other purpose. 20. Further Proceedings. After the Bonds to be initially issued shall have been executed, it shall be the duty of the Mayor and other appropriate officials and agents of the City to deliver the Bonds to be initially issued and all pertinent records and proceedings to the Attorney General of the State of Texas, for examination and approval. After the Bonds to be initially issued shall have been approved by the Attorney General, they shall be delivered to the Comptroller for registration. Upon registration of the Bonds to be initially issued, the Comptroller (or the Comptroller's bond clerk or an assistant bond clerk lawfully designated in writing to act for the Comptroller) shall manually sign the Comptroller's Registration Certificate prescribed herein and the seal of said Comptroller shall be impressed, or placed in facsimile, thereon. 21. Sale, Bond Purchase Agreement. The Bonds are hereby sold and shall be delivered to the Underwriter at a price of $7,231,832.75 plus accrued interest to the date of delivery, in accordance with the terms of a bond purchase agreement of even date herewith, presented to and hereby approved by the City Council, which price and terms are hereby fond and determined to be the most advantageous reasonably obtainable by the City. The Mayor and other appropriate officials of the City are hereby authorized and directed to execute such bond purchase agreement on behalf of the City, and the Mayor and all other officers, agents and representatives of the City are hereby authorized to do any and all things necessary or desirable to satisfy the conditions set out therein and to provide for the issuance and delivery of the Bonds. 22. Tax Exemption. (a) General Tax Covenant. The City intends that the interest on the Bonds shall be excludable from gross income for purposes of federal income taxation pursuant to sections 103 and 141 through 150 of the Code, and applicable regulations. The City covenants and agrees not to take any action, or knowlingly omit to take any action within its control, that if taken or omitted, respec- tively, would cause the interest on the Bonds to be includable in gross income, as defined in section 61 of the Code, of the Owners thereof for purposes of federal income taxation. In particular, the City covenants and agrees to comply with each requirement of this Section 22; provided, however, that the City shall not be required to comply with any particular requirement of this Section 22 if the City has received an opinion of nationally recognized bond counsel ("Coun- sel's Opinion") that such noncompliance will not adversely affect the exclusion from gross income for federal income tax purposes of inter- est on the Bonds or if the City has received a Counsel's Opinion to the effect that compliance with some other requirement set forth in this Section 22 will satisfy the applicable requirements of the Code, in which case compliance with such other requirement specified in such Counsel's Opinion shall constitute compliance with the corresponding requirement specified in this Section 22. (b) Use of Proceeds. The City covenants and agrees that its use of the Net Proceeds of the Bonds and the Refunded Bonds will at all times satisfy the following requirements: (i) The City will use all of the Net Proceeds of the Bonds to (A) acquire Escrowed Securities (as hereinafter defined) sufficient to pay the principal of and inter- est on the Refunded Bonds, and (B) to pay the costs of issuing the Bonds, except for amounts, if any, de- scribed in the Report as the rounding amount and the ending cash balance in the Escrow Fund (as hereinafter defined). The City has limited and will limit the amount of original or investment proceeds of the Re- funded Bonds to be used (other than use as a member of the general public) in the trade or business of any person other than a governmental unit to an amount aggregating no more than ten percent of the Net Pro- ceeds of the Refunded Bonds ("private -use proceeds"). For purposes of this Section, the term "person" in- cludes any individual, corporation, partnership, unin- corporated association, or any other entity capable of carrying on a trade or business; and the term "trade or business" means, with respect to any natural person, any activity regularly carried on for profit and, with respect to persons other than natural persons, any activity other than an activity carried on by a govern- mental unit. Any use of proceeds of the Refunded Bonds in any manner contrary to the guidelines set forth in Revenue Procedures 82-14, 1982-1 C.B. 459, and 82-15, 1982-1 C.B. 460, including any revisions or amendments thereto, shall constitute the use of proceeds in the trade of business of one who is not a governmental 240 unit; (ii) The City has not permitted and will not permit more than five percent of the Net Proceeds of the Refunded Bonds to be used in the trade or business of any person other than a governmental unit if such use is unrelated to the governmental purpose of such Refunded Bonds. Further, the amount of private -use proceeds of the Refunded Bonds in excess of five percent of the Net Proceeds of the Refunded Bonds ("excess private -use proceeds") did not and will not exceed the proceeds of the Refunded Bonds expended for the governmental pur- pose of the Refunded Bonds to which such excess pri- vate -use proceeds relate; (iii)The City has not permitted and will not permit an amount of proceeds of the Refunded Bonds exceeding the lesser of (a) $5,000,000 or (b) five percent of the Net Proceeds of the Refunded Bonds to be used, directly or indirectly, to finance loans to persons other than governmental units. When used in this Section 22, the term Net Proceeds of the Bonds and the Refunded Bonds shall mean the proceeds from the sale of each issue of the Bonds and the Refunded Bonds, respectively, including invest- ment earnings on the proceeds of such issue, less accrued interest with respect to such issue. (c) No Federal Guaranty. The City covenants and agrees not to take any action, or knowlingly omit to take any action within its control, that, if taken or omitted, respectively, would cause the Bonds to be "federally guaranteed" within the meaning of section 149(b) of the Code and applicable regulations thereunder, except as permiteed by section 149(b)(3) of the Code and such regulations. (d) Bonds are not Hedge Bonds. The City covenants and agrees that not more than 50 percent of the proceeds of the Bonds will be invested in nonpurpose investments (as defined in section 148(f)(6)(A) of the Code) having a substantially guaranteed yield for four years or more within the meaning of section 149(g)(3)(A)(ii) of the Code, and the City reasonably expects that at least 85 percent of the spendable proceeds of the Bonds will be used to carry out the governmental purposes of the Bonds within the three-year period beginning on the date the Bonds are issued. (e) No -Arbitrage Covenant. The City shall certify, through an authorized officer, employee or agent, that based upon all facts and estimates known or reasonably expected to be in existence on the date the Bonds are delivered, the City will reasonably expect that the proceeds of the Bonds will not be used in a manner that would cause the Bonds to be "arbitrage bonds" within the meaning of section 148(a) of the Code and applicable regulations thereunder. Moreover, the City covenants and agrees that it will make such use of the proceeds of the Bonds including interest or other investment income derived from Bond proceeds, regulate investments of proceeds of the Bonds, and take such other and further action as may be required so that the Bonds will not be "arbitrage bonds" within the meaning of section 148(a) of the Code and applicable regulations thereunder. (f) Arbitrage Rebate. The City will take all necessary steps to comply with the requirement that certain amounts earned by the City on the investment of the "gross proceeds" of the Bonds (within the mean- ing of section 148(f)(6)(B) of the Code), be rebated to the federal government. Specifically, the City will (i) maintain records regard- ing the investment of the gross proceeds of the Bonds as may be re- quired to calculate the amount earned on the investment of the gross —' proceeds of the Bonds separately from records of amounts on deposit in the funds and accounts of the City allocable to other obligations of the City of moneys which do not represent gross proceeds of any obli- gations of the City, (ii) calculate at such times as are required by applicable regulations, the amount earned from the investment of the gross proceeds of the Bonds which is required to be rebated to the federal government, and (iii) pay, not less often than every fifth 241 anniversary date of the delivery of the Bonds, or on such other dates as may be permitted by applicable regulations, all amounts required to be rebated to the federal government. Further, the City will not indirectly pay any amount otherwise payable to the federal government pursuant to the foregoing requirements to any person otherj than the federal government by entering into any investment arrangement with respect to the gross proceeds of the Bonds that might result in a reduction in the amount required to be paid to the federal government because such arrangement results in a smaller profit or larger loss than would have resulted if the arrangement had been at arms length and had the yield on the issue not been relevant to either party. r- (g) Information Reporting. The City covenants and agrees to file or cause to be filed with the Secretary of the Treasury, not later than the 15th day of the second calendar month after the close of the calendar quarter in which the Bonds are issued, an information statement concerning the Bonds, all under and in accordance with section 149(e) of the Code and applicable regulations thereunder. 23. Qualified Tax -Exempt Obligations. The City hereby designates the Bonds as "qualified tax-exempt obligations for purposes of sec- tion 265(b) of the Code. In connection therewith, the City represents (a) that the aggregate amount of tax-exempt obligations issued by the City during calendar year 1990, including the Bonds, which have been designated as "qualified tax-exempt obligations" under section 265(b)(3) of the Code does not exceed $10,000,000, and (b) that the reasonably anticipated amount of tax-exempt obligations which will be issued by the City during calendar year 1990, including the Bonds, will not exceed $10,000,000. For purposes of this Section 23, the term "tax-exempt obligation" does not include "private activity bonds" within the meaning of section 141 of the Code, other than "qualified 501(c)(3) bonds" within the meaning of section 145 of the Code. In addition, for purposes of this Section 23, the City includes all governmental units which are aggregated with the City under the Code. 24. Selection of Refunded Bonds. The Escrow Agent is hereby designated as the City's agent to select bonds to be refunded and is hereby authorized and directed to select the particular bonds to be refunded by lot or by such other random method determined by the Escrow Agent, from each maturity in which the Refunded Bonds consti- tute less than all of the bonds of such maturity. The Escrow Agent is further authorized and directed to give and publish notices identify- ing the Refunded Bonds in the same manner and at the same times re- quired for the redemption of bonds by the ordinance authorizing the issuance of the Refunded Bonds. 25. Use of Proceeds. Proceeds from the sale of the Bonds shall, promptly upon receipt by the City, be applied as follows: (a) Accrued interest shall be deposited into the Interest and Sinking Fund. (b) The remaining proceeds from the sale of the Bonds shall be applied to establish an escrow fund to refund the Refunded Bonds, as more fully provided below, and, to the extent not otherwise provided for, to pay all expenses arising in connection with the issuance of the Bonds, the establishment of such escrow fund and the refunding of the Refunded Bonds. Any proceeds of the Bonds remaining after making all such deposits and payments shall be deposited into the Interest and Sinking Fund. 26. Escrow Agreement. The discharge and defeasance of the Re- funded Bonds shall be effectuated pursuant to the terms and provisions of an Escrow Agreement to be entered into by and between the City and First City, Texas -Houston, N.A., Houston, Texas, as Escrow Agent, which shall be substantially in the form attached hereto as Exhibit A, the terms and provisions of which are hereby approved, subject to such insertions, additions and modifications as shall be necessary (a) to carry out the program designed for the City by Rauscher Pierce Refsnes, Inc., and which shall be certified as to mathematical accura- cy by KPMG Peat Marwick, Certified Public Accountants, whose Report 242 shall be attached to the Escrow Agreement (b) to maximize the City's present value savings and/or to minimize the City's costs of refund- ing, (c) to comply with all applicable laws and regulations relating to the refunding of the Refunded Bonds and (d) to carry out the other intents and purposes of this Ordinance, and the Mayor or Mayor Pro Tem is hereby authorized to execute and deliver such Escrow Agreement on behalf of the City in multiple counterparts and the City Secretary or an Assistant City Secretary is hereby authorized to attest thereto and affix the City's seal. 27. Redemption of Refunded Bonds. The City hereby irrevocably exercises its option to call Refunded Bonds for redemption prior to maturity on March 1, 1995, at a price of par plus accrued interest to the date fixed for redemption. The amounts and maturities of the bonds to be so redeemed shall be as follows: Maturity Date Amount Redeemed March 1, 1996 $1,190,000 March 1, 1997 1,280,000 March 1, 1998 415,000 March 1, 1999 345,000 March 1, 2000 295,000 March 1, 2001 225,000 The City hereby designates the Escrow Agent as the City's agent for the purpose of selecting the particular bonds within each of the above maturities to be redeemed, and authorizes and directs the Escrow Agent to make such selection by lot or other random method and to give and publish notices of such redemption in the manner and at the times required by the ordinance authorizing the issuance of the Refunded Bonds. 28. Purchase of United States Treasury Obligations. To assure the purchase of the Escrowed Securities referred to in the Escrow Agreement, the Mayor or the Mayor Pro Tem, the City Manager, and the Escrow Agent are hereby authorized to subscribe for, agree to pur- chase, and purchase non -callable obligations of the United State of America, in such amounts and maturities and bearing interest at such rates as may be provided for in the Report, and to execute any and all subscriptions, punccase agreements, commitments, letters of authoriza- tion and other documents necessary to effectuate the foregoing, and any actions heretofore taken for such purpose are hereby ratified and approved. 29. Related Matters. To satisfy in a timely manner all of the City's obligations under this Ordinance, the Bond Purchase Agreement, and the Escrow Agreement, the Mayor or Mayor Pro Tem, the City Manag- er, the City Secretary or an Assistant City Secretary, and all other appropriate officers and agents of the City are hereby authorized and directed to take all other actions that are reasonably necessary to provide for the refunding of the Refunded Bonds, including, without limitation, executing and delivering on behalf of the City all certif- icates, consents, receipts, requests, and other documents as may be reasonably necessary to satisfy the City's obligations under the Escrow Agreement, the Bond Purchase agreement, and this Ordinance and to direct the application of funds of the City consistent with the provisions of such Escrow Agreement and this Ordinance. 30. Registrar. The form of agreement setting forth the duties of the Registrar is hereby approved, and the appropriate officials of the City are hereby authorized to execute such agreement for and on behalf of the City. 31. Official Statement. The City Council ratifies and confirms its prior approval of the form and content of the Preliminary Official Statement prepared in the initial offering and sale of the Bonds and hereby authorizes the preparation of a final Official Statement re- flecting the terms of the bond purchase agreement with the Underwriter and other relevant matters. The use of such Official Statement in the reoffering of the Bonds by the Underwriter is hereby approved and authorized. The proper officials of the City are hereby authorized to execute and deliver a certificate pertaining to such Official State- ment as prescribed therein, dated as of the date of payment for and 242 delivery of the Bonds. 32. No Personal Liability. No recourse shall be had for payment of the principal of or interest on any Bonds or for any claim based thereon, or on this Ordinance, against any official or employee of the City or any person executing any Bonds. 33. Open Meeting. It is hereby officially found and determined that the meeting at which this Ordinance was adopted was open to the public, and that public notice of the time, place and purpose of said meeting was given, all as required by Article 6252-17, Vernon's Texas Civil Statutes, as amended. 34. Emergency. It is hereby officially found and determined that this Ordinance relates to an immediate public emergency affecting life, health, property and the public peace, and that the proceeds of the Bonds are needed as soon as possible to restructure the City's debt service, and that this Ordinance be passed and approved on the date of its introduction. PASSED AND APPROVED on first reading pursuant to Section 3.10 of the City Charter this 12th day of September, 1990. ATTEST: /s/ Kay Krouse City Secretary City of Pearland, Texas (SEAL) /s/ C. V. Coppinger Mayor City of Pearland, Texas EXHIBIT "A" ESCROW AGREEMENT THIS ESCROW AGREEMENT (the "Escrow Agreement") dated for conven- ience September 12, 1990, but effective on the Escrow Funding Date described herein, is made and entered into by and between the City of Pearland, Texas, an incorporated city of the State of Texas (the "City"), and First City, Texas -Houston, N.A., Houston, Texas (the "Escrow Agent"). WHEREAS, the City has heretofore issued and there remain out- standing the City's Refunding Bonds Series 1985, dated August 15, 1985; and WHEREAS, the City desires to refund in advance of maturity a portion of such bonds in the total aggregate amount of $6,795,000 (the "Refunded Bonds"); and WHEREAS, Article 717k, Vernon's Texas Civil Statutes, as amended, authorizes and empowers the City to deposit the proceeds of refunding bonds payable from ad valorem taxes of the City, together with othe available funds or resources, with any place of payment for the Re- funded Bonds in an amount which is sufficient to provide for the payment or redemption of the principal of and interest on the Refunded Bonds; and WHEREAS, the City Council of the City has adopted an ordinance authorizing the issuance of the City's Refunding Bonds, Series 1990, in the aggregate principal amount of $7,364,391.80 (the "Refunding Bonds"), for the purpose of providing the funds necessary to refund the Refunded Bonds; and WHEREAS, the City Council of the City has further determined to 244 effectuate the advance refunding of the Refunded Bonds pursuant to this Escrow Agreement, under which provision is made for the safekeep- ing, investment, reinvestment, administration and disposition of the proceeds of the Refunding Bonds, so as to provide firm banking and financial arrangements for the discharge and final payment or redemp- tion of the Refunded Bonds; NOW, THEREFORE, in consideration of the mutual undertakings, promises and agreements herein contained, and other good and valuable consideration, the receipt and sufficiency of which are hereby ac- knowledged, and in order to secure the full and timely payment of the principal of and the interest on the Refunded Bonds, the City and the Escrow Agent contract and agree as follows: ARTICLE I DEFINITIONS AND INTERPRETATIONS Section 1.01. Definitions. Unless otherwise expressly provided or unless the context clearly requires otherwise, the following terms shall have the respective meanings specified below for all purposes of this Escrow Agreement: "City" shall mean the City of Pearland, Texas, and any successor to its duties and and functions. "Code" shall mean the Internal Revenue Code of 1986, as amended, and the applicable regulations thereunder and under the Internal Revenue Code of 1954. "Escrow Agent" shall mean First City, Texas -Houston, N.A., in its capacity as escrow agent hereunder, and any successor or assign in such capacity. "Escrow Agreement" shall mean this escrow agreement by and be- tween the City and the Escrow Agent. "Escrow Fund" shall mean the fund created in Section 3.01 of this Escrow Agreement to be administered by the Escrow Agent pursuant to the provisions of this Escrow Agreement. "Escrow Funding Date" shall mean the date on which the City deposits with the Escrow Agent the cash and Escrowed Securities de- scribed in Section 2.01. "Escrowed Securities" shall mean the United States Treasury Securities, State and Local Government Series, initially purchased with proceeds of the Refunding Bonds, all as more fully described in the Report. "Paying Agent for the Refunded Bonds" shall mean First City, Texas -Houston, N.A., Houston, Texas, (formerly First City National Bank of Houston, Houston, Texas). "Refunded Bond Ordinance" shall mean the City's ordinance author- izing the issuance, sale and delivery of the Refunded Bonds. "Refunded Bonds" shall mean the City's Refunding Bonds, Series 1985, dated August 15, 1985, in the aggregate principal amount of $6,795,000, maturing on March 1 in the following years and amounts: 1991 $ 260,000 1992 565,000 1993 575,000 1994 525,000 1995 1,120,000 1996 1,190,000 1997 1,280,000 1998 415,000 1999 345,000 2000 295,000 2001 225,000 245 "Refunding Bonds" shall mean the City's Refunding Bonds, Series 1990, dated October 1, 1990, in the initial aggregate principal amount of $7,364,391.80. "Refunding Bond Ordinance" shall mean the City's Ordinance adopt- ed September 12, 1990, authorizing the issuance, sale and delivery of the Refunding Bonds. "Report" shall mean the verification report prepared by KPMG Peat Marwick relating to the advance refunding of the Refunded Bonds, a copy of which is attached hereto as Exhibit A, and any subsequent report required by Section 4.02. Section 1.02. Interpretations. The titles and headings of the articles and sections of this Escrow Agreement have been inserted for convenience of reference only and are not to be considered a part hereof and shall not in any way modify or restrict the terms hereof. This Escrow Agreement and all of the terms and provisions hereof shall be liberally construed to effectuate the purposes set forth herein and to achieve the intended purpose of providing for the refunding of the Refunded Bonds in accordance with applicable law. ARTICLE II DEPOSIT OF FUNDS AND ES ROWED SECURITIES Section 2.01. Deposits with Escrow Agent: Acquisition of Es- crowed Securities. On the Escrow Funding Date there will be deposit- ed, with the Escrow Agent the following: (a) Escrowed Securities in the principal amount of $ purchased with proceeds of the Refunding Bonds; and (b) A beginning cash balance of $ ARTICLE III CREATION AND OPERATION 9 ESCROW FUND Section 3.01. Escrow Fund. On the Escrow Funding Date the Escrow Agent will create on its books a special fund and irrevocable escrow to be known as the City of Pearland, Texas, Refunding Bonds, Series 1990 Escrow Fund, into which will be deposited the Escrowed Securities described in Section 2.01. The Escrowed Securities, all proceeds therefrom and all cash balances from time to time on deposit in the Escrow Fund shall be the property of the Escrow Fund, and shall be applied only in strict conformity with the terms and conditions hereof. The Escrowed Securities, all proceeds therefrom and all cash balances from time to time on deposit in the Escrow Fund are hereby irrevocably pledged to the payment of the principal of and interest on the Refunded Bonds, which payment shall be made by timely transfers to the Paying Agent for the Refunded Bonds of such amounts at such times as are provided in Section 3.02 hereof. When the final transfers have been made to the Paying Agent for the Refunded Bonds for the payment of such principal of and interest on the Refunded Bonds, any balance then remaining in the Escrow Fund shall be transferred to the City, and the Escrow Agent shall thereupon be discharged from any further duties hereunder. Section 3.02. Payment of Principal of and Interest on Refunded Bonds. (a) The Escrow Agent is hereby irrevocably instructed to transfer to the Paying Agent for the Refunded Bonds from the cash balance from time to time on deposit in the Escrow Fund and the amounts required to pay the principal of and interest on the Refunded Bonds as the same become due and payable, all as provided in the Report. (b) Money transferred to and held by the Paying Agent for the Refunded Bonds in accordance with the provisions hereof shall be held by the Paying Agent for the Refunded Bonds as a separate trust fund for the account of the respective holders of the Refunded Bonds in connection with which such money is held; provided, however, that money so held remaining unclaimed by the owners of such Refunded Bonds for three (3) years after the dates on which payment thereon was due, 246 shall be reported and disposed of in accordance with the provisions of Texas law including, to the extent applicable, Title 6 of the Texas Property Code, as amended. Section 3.03. Sufficiency of Escrow Fund. The City represents (based solely upon the Report) that the successive receipts of the principal of and interest on the Escrowed Securities will assure that the cash balance on deposit from time to time in the Escrow Fund will be at all times sufficient to provide money for transfer to the Paying Agent for the Refunded Bonds at the times and in the amounts required to pay the interest on the Refunded Bonds as such interest comes due and to pay the principal of the Refunded Bonds as the Refunded Bonds mature or are redeemed. -- Section 3.04. Escrow Fund. The Escrow Agent at all times shall hold the Escrow Fund, the Escrowed Securities and all other assets of the Escrow Fund wholly segregated from all other funds and securities on deposit with the Escrow Agent; it shall never allow the Escrowed Securities or any other assets of the Escrow Fund to be commingled with any other funds or securities of the Escrow Agent; and it shall hold and dispose of the assets of the Escrow Fund only as set forth herein. The Escrowed Securities and other assets of the Escrow Fund always shall be maintained by the Escrow Agent for the benefit of the holders of the Refunded Bonds; and a special account therefor evidenc- ing such fact shall be maintained at all times on the books of the Escrow Agent. The holders of the Refunded Bonds shall be entitled to the same preferred claim and first lien upon the Escrowed Securities, the proceeds thereof and all other assets of the Escrow Fund as are enjoyed by other beneficiaries of similar accounts. The amounts received by the Escrow Agent under this Escrow Agreement shall not be considered as a banking deposit by the City, and the Escrow Agent shall have no right or title with respect thereto except as escrow agent under the terms hereof. The amounts received by the Escrow Agent hereunder shall not be subject to warrants; drafts or checks drawn by the City. Section 3.05. Security for Cash Balances. Cash balances from time to time on deposit in the Escrow Fund, to the extent not insured by the Federal Deposit Insurance Corporation or its successor, shall be continuously secured by a pledge of direct obligations of, or obligations unconditionally guaranteed by, the United States of Ameri- ca, held by an independent third party, and having a market value at least equal to such cash balances. ARTICLE IV REDEMPTION OF CERTAIN REFUNDED BONDS PRIOR TO MATURITY Section 4.01. Optional Redemption. The City has irrevocably exercised its option to call the Refunded Bonds described below for redemption prior to maturity on March 1, 1995, at a price of par plus accrued interest to the date fixed for redemption, as set forth below. Such optional redemption shall be carried out by the Paying Agent for the Refunded Bonds in accordance with the Refunded Bond Ordinance. The Escrow Agent is hereby authorized to provide funds therefor as set forth in Section 3.02 (a) hereof. Maturity Date Amount Redeemed March 1, 1996 $1,190,000 March 1, 1997 1,280,000 March 1, 1998 415,000 March 1, 1999 345,000 March 1, 2000 295,000 March 2, 2001 225,000 ARTICLE V LIMITATION ON INVESTMENTS Section 5.01. General. Except as herein otherwise expressly provided, the Escrow Agent shall not have any power or duty to invest any money held hereunder; or to make substitutions of the Escrowed 247 Securities; or to sell, transfer or otherwise dispose of the Escrowed Securities. Section 5.02. Substitution of Securities. At the written re- quest of the City, and upon compliance with the conditions hereinafter stated, the Escrow Agent shall sell, transfer, otherwise dispose of or request the redemption of all or any portion of the Escrowed Securi- ties and apply the proceeds therefrom to purchase non -callable direct obligations of the United States of America and which do not permit the redemption thereof at the option of the obligor. Any such trans- action may be effected by the Escrow Agent only if (1) the Escrow Agent shall have received a written opinion from a nationally recog- nized firm of certified public accountants acceptable to the City and the Escrow Agent that such transaction will not cause the amount of money and securities in the Escrow Fund to be reduced below an amount which will be sufficient, when added to the interest to accrue there- on, to provide for the payment of principal and interest on the re- maining Refunded Bonds as they become due, and (2) the Escrow Agent shall have received the unqualified written legal opinion of national- ly recognized bond counsel or tax counsel acceptable to the City and the Escrow Agent to the effect that (i) such transaction will not adversely affect the tax-exempt status of the Bonds or the Refunded Bonds, and (ii) that such transaction complies with the Constitution and laws of the State of Texas and with all relevant documents relat- ing to the issuance of the Refunded Bonds and the Refunding Bonds. ARTICLE VI RECORDS AND REPORTS Section 6.01. Records. The Escrow Agent shall keep books of record and account in which complete and correct entries shall be made of all transactions relating to the receipts, disbursements, alloca- tions and application of the money and Escrowed Securities deposited to the Escrow Fund and all proceeds thereof, and such books shall be available for inspection at reasonable hours and under reasonable conditions by the City and the holders of the Refunded Bonds. Section 6.02. Reports. For the period beginning on the Escrow Funding Date and ending on March 1, 1991, and for each twelve (12) month period thereafter while this agreement remains in effect, the Escrow Agent shall prepare and send to the City, at the City's re- quest, within thirty (30) days following the end of such period a written report summarizing all transactions relating to the Escrow Fund during such period, including, without limitation, credits to the Escrow Fund as a result of interest payments on or maturities of the Escrowed Securities and transfers from the Escrow Fund to the Paying Agent for the Refunded Bonds or otherwise, together with a detailed statement of all Escrowed Securities and the cash balance on deposit in the Escrow Fund as of the end of such period. Section 6.03. Notification. The Escrow Agent shall notify the City immediately if at any time during the term of this agreement it determines that there is insufficient cash and Escrowed Securities in the Escrow Fund to provide for the transfer to the Paying Agents for the Refunded Bonds for timely payment of all interest on and principal of the Refunded Bonds. ARTICLE VII CONCERNING THE ESCROW AGENT Section 7.01. Representations. The Escrow Agent hereby repre- sents that is has all necessary power and authority to enter into this Escrow Agreement and undertake the obligations and responsibilities imposed upon it herein, and that it will carry out all of its obliga- tions hereunder. Section 7.02. Limitation on Liability. The Escrow Agent shall not be liable for any action taken or neglected to be taken in good faith in the exercise of reasonable care and believed to be within the discretion or power conferred by this Escrow Agreement, nor shall it be responsible for the consequences of any error of judgment; and it 248 shall not be answerable except for its own neglect or default, nor for any loss unless the same shall have been through its negligence or want of good faith. The liability of the Escrow Agent to transfer funds to the Paying Agent for the Refunded Bonds for the payments of the principal of and interest on the Refunded Bonds shall be limited to the proceeds of the Escrowed Securities and the cash balances from time to time on deposit in the Escrow Fund. Notwithstanding any provision contained herein to the contrary, the Escrow Agent shall have no liability whatsoever for the insufficiency of funds from time to time in the Escrow Fund or any failure of the obligor of the Escrowed Securities to make timely payment thereon, except for the obligation to notify the City promptly of any such occurrence. The recitals herein and in the proceedings authorizing the Re- funding bonds shall be taken as the statements of the City and shall not be considered as made by, or imposing any obligation or liability upon, the Escrow Agent. In its capacity as Escrow Agent, it is agreed that the Escrow Agent need look only to the terms and provisions of this Escrow Agreement. The Escrow Agent makes no representation as to the value, condi- tion or sufficiency of the Escrow Fund, or any part thereof, or as to the title of the City thereto, or as to the security afforded thereby or hereby, and the Escrow Agent shall incur no liability or responsi- bility with respect to any of such matters. It is the intention of the City and the Escrow Agent that the Escrow Agent shall never ben required to use or advance its own funds or otherwise incur personal financial liability in the performance of any of its duties or the exercise of any of its rights and powers hereunder. Unless it is specifically provided otherwise herein, the Escrow Agent has no duty to determine or inquire into the happening or occur- rence of any event or contingency or the performance or failure of performance of the City with respect to arrangements or contracts with others, with the Escrow Agent's sole duty hereunder being to safeguard the Escrow Fund and to dispose of and deliver the same in accordance with this Escrow Agreement. If, however, the Escrow Agent is called upon by the terms of this Escrow Agreement to determine the occurrence of any event of contingency, the Escrow Agent shall be obligated, in making such determination, only to exercise reasonable care and dili- gence, and in event of error in making such determination the Escrow Agent shall be liable only for its own misconduct or its negligence. In determining the occurrence of any such event or contingency the Escrow Agent may request from the City or any other person such rea- sonable additional evidence as the Escrow Agent it its direction may deem necessary to determine any fact relating to the occurrence of such event or contingency, and in this connection may make inquiries of, and consult with the City, among others, at any time. Section 7.03. Compensation. (a) On the Escrow Funding Date the City will pay the Escrow Agent, as a fee for performing the services hereunder and for all expenses incurred or to be incurred by the Escrow Agent in the administration of this Escrow Agreement, and for its services in its capacity as a Paying Agent for the Refunded Bonds, the sum of $_ If the Escrow Agent is requested to perform any extraordinary services hereunder, the City hereby agrees to pay reasonable fees to the Escrow Agent for such extraordinary services and to reimburse the Escrow Agent for all expenses incurred by the Escrow Agent in performing such extraordinary services. It is ex- pressly provided that the Escrow Agent shall look only to the City for the payment of such additional fees and reimbursement of such addi- tional expenses. The Escrow Agent hereby agrees that in no event shall it ever assert any claim or lien against the Escrow Fund for any fees for its services, whether regular, additional or extraordinary, as Escrow Agent, or in any other capacity, or for reimbursement for any of its expenses. Section 7.04. Successor Escrow Agents. If at any time the Escrow Agent or its legal successor or successors should cease to be WALK the Escrow Agent hereunder, a vacancy shall forthwith exist hereunder in the office of the Escrow Agent. Any successor Escrow Agent ap- pointed by the City shall succeed, without further act, to all the rights, immunities, powers and trusts of the predecessor Escrow Agent hereunder. Upon the request of any such successor Escrow Agent, the City shall execute any and all instruments in writing for more fully and certainly vesting in and confirming to such successor Escrow Agent all such immunities, rights, powers and duties. The Escrow Agent shall pay over to its successor Escrow Agent a proportional part of the Escrow Agent's fee hereunder equal to the portion of such fee attributable to duties to be performed after the date of succession. The Escrow Agent at the time acting hereunder may at any time resign and be discharged from the trust hereby created by giving not less than sixty (60) days written notice to the City and publishing notice thereof, specifying the date when such resignation will take effect, in a newspaper printed in the English language and with gener- al circulation in New York, New York, such publication to be made at least once a week for three (3) consecutive calendar weeks prior to the date when the resignation is to take effect. No such resignation shall take effect unless a successor Escrow Agent shall have been appointed by the holders of the Refunded Bonds or by the City as herein provided and such successor Escrow Agent shall have accepted such appointment, in which event such resignation shall take effect immediately upon the appointment and acceptance of a successor Escrow Agent. ARTICLE VIII MISCELLANEOUS Section 8.01. Notices. Any notice, authorization, demand required or permitted to be given hereunder shall be and shall be deemed to have been duly given when mailed by or certified mail, postage prepaid addressed as follows: To the Escrow Agent: First City, Texas -Houston, N.A. P. 0. Box 809 Houston, TX 77001 Attention: Corporate Trust Department To the City: City of Pearland P. 0. Box 2068 Pearland, TX 77588-2068 Attention: Mayor request, or in writing registered The United States Post Office registered or certified mail re- ceipt showing delivery of the aforesaid shall be conclusive evidence of the date and fact of delivery. Any party hereto may change the address to which notices are to be delivered by giving to the other parties not less than ten days prior notice thereof. Section 8.02. Termination of Escrow Agent's Obligations. Upon the taking by the Escrow Agent of all the actions as described herein, the Escrow Agent shall have no further obligations or responsibilities hereunder to the city, the holder of the Refunded Bonds or to any other person or persons in connection with this Escrow Agreement. Section 8.03. Binding Agreement. This Escrow Agreement shall be r-- binding upon the City, and the Escrow Agent and their respective successors and legal representatives, and shall inure solely to the benefit of the holder of the Refunded Bonds, the City, the Escrow Agent and their respective successors and legal representatives. Section 8.04. Severability. In case any one or more of the provisions contained in this Escrow Agreement shall for any reason be held to be invalid, illegal or unenforceable in any respect, such invalidity, illegality or unenforceability shall not affect any other provisions of this Escrow Agreement, but this Escrow Agreement shall 250 be construed as if such invalid or illegal or unenforceable provision had never been contained herein. Section 8.05. Governing Law. This Escrow Agreement shall be governed exclusively by the provisions hereof and by the applicable laws of the State of Texas. Section 8.06. Time of Essence. Time shall be of the essence in the performance of obligations from time to time imposed upon the Escrow Agent by this Escrow Agreement. Executed as of September 12, 1990, but effective as set forth herein. - CITY OF PEARLAND, TEXAS Mayor ATTEST: City Secretary (SEAL) FIRST CITY, TEXAS-HOUSTON,N.A. as Escrow Agent By: Title: ATTEST: By: Title: (SEAL) ADJOURN The meeting adjourned at 7:21 P. M. Min tes approved as submitted and/or corrected this _ ,,�__ day of A. D., 1990. ATTEST: City Secr ary