Ord. 0874 10-12-98CITY OF PEARLAND
ORDINANCE NO. 874
AN ORDINANCE AUTHORIZING THE PURCHASE OF A SURETY RESERVE
FUND POLICY; AND ENACTING OTHER PROVISIONS RELATING THERETO; AND
DECLARING AN EMERGENCY.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF PEARLAND,
TEXAS:
that:
ARTICLE I
FINDINGS AND DETERMINATIONS
Section 1.1. Findings and Determinations. It is hereby officially found and determined
(a) Pursuant to Section 5.6 of Ordinance Nos. 725 and 726, as amended (the
"Bond Ordinances"), the City is authorized to substitute a Surety Policy or Policies issued in
amounts equal to all or part of the Average Annual Principal and Interest Requirements on the
Bonds in lieu of depositing cash into the Reserve Fund.
(b) The Bond Ordinances provide that no such substitution shall occur without
(i) a finding that such substitution is cost effective and (ii) receipt of an opinion of nationally
recognized bond counsel that such substitution is permitted by applicable Texas law.
(c) Ordinance No. 725 requires the written consent of the owners of 100% of
the outstanding principal amount of the Series 1996B Bonds to such substitution and Ordinance
No. 726 requires the written consent of the Bond Insurer for any amendment or supplement to
become effective.
(d) The City Council has been presented with evidence that the substitution of
a Surety Policy issued in an amount equal to the Average Annual Principal and Interest
Requirements will provide an economic benefit to the City and the City Council therefore finds
that such substitution is cost effective.
(e) The City has obtained an opinion of nationally recognized bond counsel
(attached as Exhibit A hereto) that the substitution of a Surety Policy herein authorized is
permitted by applicable Texas law.
(f) The Texas Water Development Board (the "TWDB"), as the owner of
100% of the Series 1996B Bonds, and Financial Security Assurance Inc. (the "Bond Insurer")
have provided the City Council with their written consents to the substitution of a Surety Policy
as herein authorized.
::ODMA\PCDOCS\HOUSTON\518043\3
ARTICLE II
DEFINITIONS AND INTERPRETATIONS
Section 2.1. Definitions. Capitalized terms used herein and not otherwise defined shall
have the meaning assigned to them in the Bond Ordinances.
Section 2.2. Interpretations. All terms defined herein and all pronouns used in this
Ordinance shall be deemed to apply equally to singular and plural and to all genders. The titles
and headings of the articles and sections of this Ordinance 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 any of the terms or provisions hereof. This Ordinance and all the terms and provisions
hereof shall be liberally construed to effectuate the purposes set forth herein.
ARTICLE III
SURETY POLICY
Section 3.1. Substitution of Surety Policy. The requirements of Section 5.6 of the
Bond Ordinances having been satisfied, the purchase of one or more Surety Policies issued by
Financial Security Assurance Inc. substantially in the form attached hereto as Exhibit B in an
aggregate amount equal to the Average Annual Principal and Interest Requirements on the
Bonds is hereby authorized. Such policy or policies, as the case may be, shall be deposited into
the Reserve Fund immediately upon receipt by the City.
Section 3.2. Disposition of Funds on Deposit in the Reserve Fund. Upon the deposit of
the Surety Policy to the Reserve Fund, the amount on deposit in the Reserve Fund will exceed
the Average Annual Principal and Interest Requirements on all Bonds by an amount equal to the
amount of funds on deposit in the Reserve Fund immediately preceding the deposit of the Surety
Policy. Therefore, pursuant to Section 5.6 of the Bond Ordinances, the funds currently on
deposit in the Reserve Fund shall be transferred to the Interest and Sinking Fund established for
the payment of the Bonds; provided however, that any such transfer of funds from the Reserve
Fund shall be limited to the extent necessary to maintain in the Reserve Fund a fund balance that,
when aggregated with the insured amount under the Surety Policy, is not less than the Average
Annual Principal and Interest Requirements on all Bonds.
::ODMA\PCDOCS'HOUSTOM518043\3
2
ARTICLE IV
MISCELLANEOUS
Section 4.1. Notice to Rating Agencies. As required by Exhibit A to Ordinance No.
726, the delivery of a copy of this Ordinance in substantially final form to Standard & Poor's
Ratings Service and Moody's Investors Service at least 10 days prior to the effective date hereof
is hereby authorized, ratified and confirmed.
Section 4.2. Further Proceedings and Related Matters. The Mayor, the City Secretary
and other appropriate officers and agents ot the City are hereby authorized and directed to do any
and all things necessary and/or convenient and to take all other actions that are reasonably
necessary to carry out the terms of this Ordinance, including executing by manual or facsimile
signature and delivering on behalf of the City all certificates, consents, receipts, requests, notices,
investment agreements and other documents as may be reasonably necessary to satisfy the City's
obligations under this Ordinance and to direct the transfer and application of funds of the City
consistent with the provisions of this Ordinance. The Mayor may authorize such ministerial
changes in the written text of this Ordinance as are necessary to consummate the substitution of
the Surety Policy authorized hereby and as he determines are consistent with the intent and
purposes of this Ordinance, which determination shall be final.
Section 4.3. Severability. If any Section, paragraph, clause or provision of this
Ordinance shall for any reason be held to be invalid or unenforceable, the invalidity or
unenforceability of such Section, paragraph, clause or provision shall not affect any of the
remaining provisions of this Ordinance.
Section 4.4. Open Meeting. It is hereby found, determined and declared that a
sufficient written notice of the date, hour, place and subject of the meeting of the City Council at
which this Ordinance was adopted was posted at a place convenient and readily accessible at all
times to the general public at the City Hall of the City for the time required by law preceding this
meeting, as required by the Open Meetings Act, Chapter 551, Texas Government Code, as
amended, and that this meeting has been open to the public as required by law at all times during
which this Ordinance and the subject matter thereof has been discussed, considered and formally
acted upon. The City Council further ratifies, approves and confirms such written notice and the
contents and posting thereof.
Section 4.5. Declaration of Emergency. It is hereby officially found and determined
that a case of emergency attectmg life, health, property and the public peace exists which
requires the holding of the meeting at which this Ordinance is passed and further requires that
this Ordinance be passed finally and take effect immediately on the date of its introduction, such
emergency and urgent public necessity being that the purchase of the Surety Policy authorized
herein and the substitution thereof for the funds on deposit in the Reserve Fund is required as
soon as possible and without delay for the purposes set forth herein.
::ODMAW CDOCS\HOUSTOMS/8043 3
3
Section 4.6. Repealer. All ordinances, or parts thereof inconsistent herewith, are
hereby repealed to the extent of such inconsistency.
PASSED AND APPROVED THIS I a-li\ h� day of t C,3/45 7Cir , 1998.
ATTEST:
ecret. ,"ity s P, Texas
AL)
::ODMA\PCDOCS\HOUSTOM578043\3
4
Mayor, City of Pearland, Texas
::ODMAWCDOCSU{OUSTON\578043\3
EXHIBIT A
OPINION OF BOND COUNSEL
5
OCT 07 '98 13:56 FR MAYOR DAY CALDWELL 512 32b `Jd5d I D'11ih4414(O1ir41G0 r.GO/G.]
Page 2 of 2
Pef 'Ro, -R
upon such acceleration together with any accrued hem nn t bs the date of acceleragon and (b) when
interest on a Bond, payable on the stated date far payment of Interest, "Nonpayment means.
Bond_ the failure of the Issuer to have provided aufiident frrvie to the Paying Agent for
principal and Interest tat Is Clue for Payment on such Bond, "Nonpayment" shag also 1
Bond, any payment of principal or interest that is Due for Payment made to en Owner
inure that Mt been repovannes ham such Owner pursuant to the United Stales Ba
banlwptor in accordance with find, noneppealaNe order of a own !having compe
means telephonic er teteoepled notes, subsequently ctnamtad in a s+8ned writing, or
or certified mall, from the Issuer, the Trustee or the Paying Agent to Financial
(a) the person or entity making the claim, (h) the Policy Number. (c) the darned
churned amount berdme Due tor Payment. "Owner' moan*, in respect or a
the time of Nonpayment,13 entitled under the terms of such Bored to payment
nsanpt that "Owner' shall not include the Issuer or any person or e
oonsitutes the underlying security for the Bonds. 'Policy Limit shag
reserve fund required to be maintained for the Bands by the Bond
Service Reserve Requirement), but inno event shall the Percy
Oaf asdomatcally end ihrevocably be reduced tom time to time by
Senvree Reserve Roquirament,ose provided in the end boar
andtheWlW are nolongerW WICzdngWWeI_Bon
Fbenda; seamy may appoint a fiscal agent (the "Insurer'
written nticeto the Trustee and the Paying Agent
Agent Fran end alter the date of receipt of such
notices required to be delivered to Financial Seal
the Insureds Fiscal _�� t and to Financial(b) al payments iegt*ed to be made by
Security or by the Insurer's Fiscal Agehton
of Ffnanabl &partly aNy and The ins rer'e
the Insurers Mal Agent or any failure of
to make peymarib due under lbw Perm
To the fulled extent platted by
alb for the benefit of each
fndud'ng, eft hartanitailan.the
the lent that such right"
obligatpne underthis
This raghy sots furls in
any other agreement
expressy modified by an
for any reason
maturity end (bb
PROPERTY
IN
In
A.
350
BRAN
to
pea of a
inUlofall •
In respect ofa
behalf of the..
a trustee in
icban.
es by
such
who, at
abkgnaon
debt service
eThPO4Limit
uction in the Debt
means the earlier of
of this Poky by giving
address of the Insurer's Fiscal
Paying A8an1, (a) ooples of ail
I be elnwltaneouey delivered to
received unit received by both and
may be made directly by Financial
. The Insurers Fecal Argent is the agent
ant be liable to any Owner far any ad or
It or cause to be deposited sufficient funds
agrees not to assert, and hereby waives,
owmardalm, setoff
fa otherw. assignment satomise) and defenses
acquired othenvise, to
labia P by
Mel security avoid pa of as
ex reel prmAsions of this Polley.
rdel Security, and *het not be modified, altered or affected by
any madlication or arnandmant !henna Except to Ow extent
(a) any premium paid in rued of this Poky nonrefundable
or provision being made for payment. of the Bonds tutor to
canceled or revoked. THIS POLICY IS NOT COVERED BY THE
SECURITY FUND SPECIFIED] IN AI I ICLt 76 OF THE NEW YORK
CIAI. SECURITY ASSURANCE INC. has caused this Polity to be exeaaed on its
FINANCIAL SECURITY ASSURANCE INC.
By
Financial Sareurigr Assure/use Holdlnoa Ltd.
New York N Y 100224022
Fomt 501E NY (8dS6)
Authmixad Officer
012) 826-Otoo
OCT 07 '9S 11:00
+2123300872 PROEMS
** TrhTRI PAGF.Ri **
OCT 07 '98 13:54 FR MAYOR DAY CALDLJELL 512 320 132J2 IU 51184414(3H(HLa) r"ZJc:ua
c
MUNICIPAL BOND DEBT Eli E
RESERVE INSURANC OLICY
epeti
FINANCIAL SCURI7Y ASSURANCE INC. ("Financial Security),,
1
UNCONDmoNALLY AND IRREVOCAOLY agrees to pay to the trustee
"Paying Agent'? as set forth in the documentation (the 'Bond Doartts.
sMc
ecuring
t hereto), that ppoorttoon t af Ihe off the principal
off1aannd Interestonly
PaymentPayment bid shall he unpaid by reason of �paymen by the . .
FinancialSeardbwD Make paymentes pied in this Poky to the
Buelnaeo tray an which rends principal and inures ..: �.
th the Business Day on which Financial Security sh
neesorta saki:viaty to N. A Notice of Nonpayment will
received pdorto boo pm. (New Yak time) on such Bust
next Business Day. If any Notice of Nonpayment
deemed not (0 have been received by Financtal - -
Security shall promptly so advise the Trustee,
amended Notice of Nonpp�aar� 1. Payment by Fi.r
of the Owvners shad. to theolden! thereof,
Ouch payment, Financial Security shall • - •• � . • r
interest and expenses) pursuantto the = •. ,`r,^!'t�,.
payine sired become the owner of d arty
M of principal of er interest on
ding the Owner's fight t0 receive
the Bond, to the extent of aryl p
ilia amount available under this
any port/rule time to be paid to
reduced by any payment , •:
Pocky sisal be reinstated Yr
such payment (exclusive • "
tlaeeSt ineesDays of
the issuer with notice of - y
Payment
tothe Bettie
Bond Documa
8vailabiewes *;•,:.lMso• ;piethe tame
-R
Data
mum: s
be
Agent on the later of the
the Ruckuses Day next
.. of Nonpayment, in a term
a given Swamis. Day tit is
will be deemed received on the
rity Is incomplam. It shall be
procedina h and Frnnnaal
su= s appropriate, who may submit en
taste° or Peying Agent for tha benefit
i; ndai Security under this Upon
nt of the amount so pad With
ursament In respect of a Bend, Financial
coupon to the Bond or right to receipt of
Band acids be billy enhmgatad to the rlphts of the Owner.
=nta under Bond and all insurance policies in respell of
al hereunder.
exceed the Policy Limit. The amount available at
under the terms of tNs PotcY shad ButomadcalW be
°waver, after such payment, the amount available under this
(y� Up to the Policy Mitt, to the ardent of the reimbursement of
to Financial Security by or an behalf of the teluet. Within
Security shad provide the Trustee, to Paying Agent and
be available alit respect to (a) any Nonpayment that occurs prior
Date of this Policy or (b) BO tic# that are not outstanding under the
under this Pciey Is also matte under another Mann= policy a
„a, d first shall be matte undor this Pettey to the ardent of the amount
SW Limit. In rto event ohm Financier Security Incur thipliatta liabitity tir
Sate Bonds tat at covered underthis Policy and any other insurance
Security hes issued.
wed byta�)h°arrar
' oaf Busmen n day o tan(nshall
Swum* or n',
Inatlt ors in the State of New York are, or the Insurer's AS Agent is, authorized
order to remain dosed. "Due for Payment' means (e) when reteain° to the
1'4 , • - on the stated matunly date thereof or the date at which the same shad have been
slrsdng fund redemption and does not refer to any eerier date on which PaYment for redemption (otter than by mandatory sinking fund redemption), acceleration or otter
maturity unless Financial Paranky shall elect, In Its side lsaCfe5pn• to pay arch principal doe
OCT 07 '98 10:59
+2123390872 PR8E.02
NOTE TO COUNCIL
A TRUE AND CORRECT COPY OF EXHIBIT "B" TO
ORDINANCE NO. 874 WILL BE PROVIDED PRIOR TO THE
CITY COUNCIL MEETING ON OCTOBER 12, 1998.